Implement Scheduled Case Retention Evaluation and Automated Case Deletion

[sanjacornelius]

This PR introduces a scheduled background job that evaluates case retention rules and automatically deletes cases that exceed their configured retention period.

Solution

• Added a new command: cases:retention:evaluate
  • Dispatches the EvaluateProcessRetentionJob
• Implemented chunked processing (default chunk size: 100) to improve performance and scalability
• Added a feature flag (CASE_RETENTION_POLICY_ENABLED)
  • The job will not execute unless the flag is enabled
• Set a default case retention period of 1 year
• Added unit tests to validate retention evaluation and deletion logic

How to Test

1. Runtests/Jobs/EvaluateCaseRetentionJobTest.php
2. Verify all tests pass successfully

Related Tickets & Packages

• FOUR-29110

Code Review Checklist

• I have pulled this code locally and tested it on my instance, along with any associated packages.
• This code adheres to ProcessMaker Coding Guidelines.
• This code includes a unit test or an E2E test that tests its functionality, or is covered by an existing test.
• This solution fixes the bug reported in the original ticket.
• This solution does not alter the expected output of a component in a way that would break existing Processes.
• This solution does not implement any breaking changes that would invalidate documentation or cause existing Processes to fail.
• This solution has been tested with enterprise packages that rely on its functionality and does not introduce bugs in those packages.
• This code does not duplicate functionality that already exists in the framework or in ProcessMaker.
• This ticket conforms to the PRD associated with this part of ProcessMaker.

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Note

Medium Risk
Automates background deletion of case records on a schedule, so misconfiguration or cutoff logic bugs could lead to unintended data loss. Guarded by a feature flag and chunked queries, but still touches production data lifecycle.

Overview
Adds a new feature-flagged case retention evaluator: a daily scheduled cases:retention:evaluate command dispatches EvaluateProcessRetentionJob per process to delete CaseNumber records past the process’s configured retention window (defaulting to 1 year and accounting for retention_updated_at).

Introduces CASE_RETENTION_POLICY_ENABLED/app.case_retention_policy_enabled, adds a CaseNumberFactory, and includes a comprehensive EvaluateProcessRetentionJobTest suite covering deletion cutoffs, batching, policy updates, and the disabled-flag no-op behavior.

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[vladyrichter]

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Cursor Bugbot has reviewed your changes and found 2 potential issues.

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[processmaker-sonarqube]

Quality Gate passed

Issues
0 New issues
0 Accepted issues

Measures
0 Security Hotspots
No data about Coverage
0.0% Duplication on New Code

See analysis details on SonarQube