MERGE_UAT_BUG_FIXES

.env.sample

@@ -188,7 +188,7 @@ pt.renewalReminder.days = mon,tue,wed,thu,fri
 pt.renewalReminder.clientTypes = 1,2
 # renewal_date | policy_end_date
 pt.renewalReminder.dateField = renewal_date
-pt.renewalReminder.daysBefore = 30, 15, 7, 1, -2, -5, -10
+pt.renewalReminder.daysBefore = 30
 pt.renewalReminder.includeClientEmail = true
 # When true, also send for policies whose dateField is already past (overdue)
 pt.renewalReminder.includeOverdue = false

app/Config/PtRenewalReminderConfig.php

@@ -20,8 +20,7 @@ class PtRenewalReminderConfig extends BaseConfig
     /** Whitelisted: renewal_date | policy_end_date */
     public string $dateField = 'renewal_date';
 
-    /** @var int[] Reminder offsets: positive = days before due, negative = days after due */
-    public array $daysBeforeList = [30];
+    public int $daysBefore = 30;
 
     public bool $includeClientEmail = false;
 
@@ -62,7 +61,7 @@ class PtRenewalReminderConfig extends BaseConfig
             'days'               => env('pt.renewalReminder.days', 'mon,tue,wed,thu,fri'),
             'clientTypes'        => env('pt.renewalReminder.clientTypes', '2'),
             'dateField'          => env('pt.renewalReminder.dateField', 'renewal_date'),
-            'daysBefore'         => env('pt.renewalReminder.daysBefore', '30'),
+            'daysBefore'         => env('pt.renewalReminder.daysBefore', 30),
             'includeClientEmail' => env('pt.renewalReminder.includeClientEmail', 'true'),
             'includeOverdue'     => env('pt.renewalReminder.includeOverdue', 'false'),
             'toEmails'           => env('pt.renewalReminder.toEmails', ''),
@@ -166,7 +165,7 @@ class PtRenewalReminderConfig extends BaseConfig
         }
         $this->dateField = $dateField;
 
-        $this->daysBeforeList = self::parseDaysBeforeList($merged['daysBefore'] ?? 30);
+        $this->daysBefore = max(0, (int) ($merged['daysBefore'] ?? 30));
 
         $this->includeClientEmail = $this->toBool($merged['includeClientEmail'] ?? true);
         $this->includeOverdue     = $this->toBool($merged['includeOverdue'] ?? false);
@@ -197,74 +196,9 @@ class PtRenewalReminderConfig extends BaseConfig
         return $this->dateField;
     }
 
-    /**
-     * First / primary offset (legacy callers).
-     */
     public function getDaysBefore(): int
     {
-        return $this->daysBeforeList[0] ?? 30;
-    }
-
-    /**
-     * @return int[]
-     */
-    public function getDaysBeforeList(): array
-    {
-        return $this->daysBeforeList;
-    }
-
-    public function getDaysBeforeDisplay(): string
-    {
-        return implode(', ', $this->daysBeforeList);
-    }
-
-    /**
-     * Map each offset to the calendar date it matches (today + offset).
-     *
-     * @return array<int, string> offset => Y-m-d
-     */
-    public function getTargetDates(?string $today = null): array
-    {
-        $today = $today ?: date('Y-m-d');
-        $map   = [];
-        foreach ($this->daysBeforeList as $offset) {
-            $map[(int) $offset] = date('Y-m-d', strtotime($today . ' ' . sprintf('%+d days', (int) $offset)));
-        }
-
-        return $map;
-    }
-
-    /**
-     * Parse "30, 15, 7, 1, -2, -5, -10" (or a single int / array) into unique offsets.
-     *
-     * @return int[]
-     */
-    public static function parseDaysBeforeList(mixed $value): array
-    {
-        if (is_int($value) || is_float($value)) {
-            $raw = [(int) $value];
-        } elseif (is_array($value)) {
-            $raw = $value;
-        } else {
-            $raw = preg_split('/[,\s]+/', trim((string) $value), -1, PREG_SPLIT_NO_EMPTY) ?: [];
-        }
-
-        $out  = [];
-        $seen = [];
-        foreach ($raw as $item) {
-            $item = trim((string) $item);
-            if ($item === '' || ! is_numeric($item)) {
-                continue;
-            }
-            $n = (int) $item;
-            if ($n > 365 || $n < -365 || isset($seen[$n])) {
-                continue;
-            }
-            $seen[$n] = true;
-            $out[]    = $n;
-        }
-
-        return $out !== [] ? $out : [30];
+        return $this->daysBefore;
     }
 
     /**
@@ -337,7 +271,7 @@ class PtRenewalReminderConfig extends BaseConfig
             'days'               => implode(',', $this->days),
             'clientTypes'        => $this->clientTypes,
             'dateField'          => $this->dateField,
-            'daysBefore'         => $this->getDaysBeforeDisplay(),
+            'daysBefore'         => $this->daysBefore,
             'includeClientEmail' => $this->includeClientEmail,
             'includeOverdue'     => $this->includeOverdue,
             'toEmails'           => implode(',', $this->toEmails),

app/Controllers/PolicyTransactionController.php

@@ -6014,7 +6014,7 @@ class PolicyTransactionController extends BaseController
             $this->logRenewalReminderStep(
                 $logPrefix . ' Fetching candidates for dateField='
                 . $config->getDateField()
-                . ', daysBefore=' . $config->getDaysBeforeDisplay()
+                . ', daysBefore=' . $config->getDaysBefore()
                 . ', includeOverdue=' . ($config->includeOverdue() ? 'true' : 'false')
                 . ', clientTypes=' . json_encode($config->getClientTypes())
             );
@@ -6023,7 +6023,7 @@ class PolicyTransactionController extends BaseController
             try {
                 $candidates = $this->policyTransactionModel->getRenewalReminderCandidates(
                     $config->getDateField(),
-                    $config->getDaysBeforeList(),
+                    $config->getDaysBefore(),
                     $config->getClientTypes(),
                     $config->includeOverdue()
                 );
@@ -6066,7 +6066,7 @@ class PolicyTransactionController extends BaseController
                 $this->logRenewalReminderStep(
                     $logPrefix . ' ' . $message
                     . ' | dateField=' . $config->getDateField()
-                    . ' | daysBefore=' . $config->getDaysBeforeDisplay()
+                    . ' | daysBefore=' . $config->getDaysBefore()
                     . ' | includeOverdue=' . ($config->includeOverdue() ? 'true' : 'false')
                 );
                 if ($isCli) {
@@ -6081,7 +6081,7 @@ class PolicyTransactionController extends BaseController
                     try {
                         $diagnostics = $this->policyTransactionModel->diagnoseRenewalReminderCandidates(
                             $config->getDateField(),
-                            $config->getDaysBeforeList(),
+                            $config->getDaysBefore(),
                             $config->getClientTypes(),
                             $config->includeOverdue()
                         );
@@ -6119,9 +6119,6 @@ class PolicyTransactionController extends BaseController
                     $emptyPayload['config'] = $configSnapshot;
                     $emptyPayload['detailed_summary'] = $detailedSummary;
                     $emptyPayload['why_empty'] = $diagnostics;
-                    if (! empty($detailedSummary['client_mail'])) {
-                        $emptyPayload['summary']['client_mail'] = $detailedSummary['client_mail'];
-                    }
                 }
 
                 return $this->renewalReminderResponse($emptyPayload, $isCli);
@@ -6228,8 +6225,6 @@ class PolicyTransactionController extends BaseController
                                 'policy_start_date' => $row['policy_start_date'] ?? null,
                                 'policy_end_date' => $row['policy_end_date'] ?? null,
                                 'reminder_date'   => ! empty($reminderRaw) ? date('Y-m-d', strtotime((string) $reminderRaw)) : null,
-                                'days_before'     => isset($row['reminder_offset']) ? (int) $row['reminder_offset'] : null,
-                                'reminder_offset' => isset($row['reminder_offset']) ? (int) $row['reminder_offset'] : null,
                                 'is_overdue'      => $isOverdue,
                                 'status'          => 'dry_run',
                                 'message'         => 'Dry run — mail not sent, status not updated',
@@ -6290,10 +6285,9 @@ class PolicyTransactionController extends BaseController
                     if (isset($res->status) && $res->status === 'success') {
                         $successCount++;
                         try {
-                            $this->policyTransactionModel->markRenewalReminderSent(
-                                (int) $ptId,
-                                isset($row['reminder_offset']) ? (int) $row['reminder_offset'] : null
-                            );
+                            $this->policyTransactionModel->update((int) $ptId, [
+                                'renewal_status' => 'renewal_mail_send',
+                            ]);
                             $this->logRenewalReminderStep(
                                 $logPrefix . " PT {$ptId}: renewal_status set to renewal_mail_send"
                             );
@@ -6413,9 +6407,6 @@ class PolicyTransactionController extends BaseController
                 $responsePayload['config'] = $configSnapshot;
                 $responsePayload['detailed_summary'] = $detailedSummary;
                 $responsePayload['message'] = $detailedSummary['headline'] ?? $summaryMessage;
-                if (! empty($detailedSummary['client_mail'])) {
-                    $responsePayload['summary']['client_mail'] = $detailedSummary['client_mail'];
-                }
             }
 
             return $this->renewalReminderResponse($responsePayload, $isCli);
@@ -6504,8 +6495,6 @@ class PolicyTransactionController extends BaseController
         $policiesWithoutPolicyNo = 0;
         $policiesWithClientEmailInTo = 0;
         $policiesMissingClientEmail = 0;
-        $policiesWithClientEmailOnRecord = 0;
-        $policiesConfiguredToOnly = 0;
         $clientEmailsInTo = [];
 
         foreach ($results as $item) {
@@ -6537,11 +6526,6 @@ class PolicyTransactionController extends BaseController
                 $policiesWithoutPolicyNo++;
             }
 
-            $clientEmailRaw = trim((string) ($item['client_email'] ?? ''));
-            if ($clientEmailRaw !== '') {
-                $policiesWithClientEmailOnRecord++;
-            }
-
             $clientEmailIncluded = ! empty($item['client_email_included']);
             if ($clientEmailIncluded) {
                 $policiesWithClientEmailInTo++;
@@ -6555,20 +6539,15 @@ class PolicyTransactionController extends BaseController
                 $policiesMissingClientEmail++;
             }
 
-            if ($status === 'dry_run' && ! $clientEmailIncluded && (int) ($item['to_count'] ?? count($item['to'] ?? [])) > 0) {
-                $policiesConfiguredToOnly++;
-            }
-
             $compact = [
                 'pt_id'                 => $item['pt_id'] ?? null,
                 'policy_no'             => $policyNo !== '' ? $policyNo : 'Not Assigned',
                 'client_name'           => $item['client_name'] ?? null,
-                'client_email'          => $clientEmailRaw !== '' ? $clientEmailRaw : null,
+                'client_email'          => $item['client_email'] ?? null,
                 'client_email_included' => $clientEmailIncluded,
                 'include_client_email_enabled' => ! empty($item['include_client_email_enabled']),
                 'policy_type'           => $item['policy_type'] ?? null,
                 'reminder_date'         => $item['reminder_date'] ?? ($item['renewal_date'] ?? $item['policy_end_date'] ?? null),
-                'days_before'           => $item['days_before'] ?? ($item['reminder_offset'] ?? null),
                 'is_overdue'            => $isOverdue,
                 'to'                    => $item['to'] ?? [],
                 'to_count'              => (int) ($item['to_count'] ?? count($item['to'] ?? [])),
@@ -6611,8 +6590,7 @@ class PolicyTransactionController extends BaseController
             }
         }
 
-        $targetDates = $config->getTargetDates();
-        $targetDate  = implode(', ', array_values($targetDates));
+        $targetDate = date('Y-m-d', strtotime('+' . max(0, (int) $config->getDaysBefore()) . ' days'));
 
         $headline = sprintf(
             'DRY RUN — %d policy(ies) pending for renewal reminder: %d ready to mail, %d skipped (no email), %d failed | client email in TO: %d, missing client email: %d',
@@ -6633,7 +6611,7 @@ class PolicyTransactionController extends BaseController
             'Policies with client email in TO: ' . $policiesWithClientEmailInTo,
             'Policies missing/invalid client email: ' . $policiesMissingClientEmail,
             'Unique client emails in TO: ' . count($clientEmailsInTo),
-            'Due on target date(s) (' . $targetDate . '): ' . $dueCount,
+            'Due on target date (' . $targetDate . '): ' . $dueCount,
             'Overdue policies included: ' . $overdueCount,
             'Unique TO recipients: ' . count($uniqueTo),
             'Unique CC recipients: ' . count($uniqueCc),
@@ -6641,24 +6619,13 @@ class PolicyTransactionController extends BaseController
             'Total TO deliveries (per mail): ' . $totalToHits,
             'Policies without policy no: ' . $policiesWithoutPolicyNo,
             'Date field: ' . $config->getDateField(),
-            'Days before: ' . $config->getDaysBeforeDisplay(),
+            'Days before: ' . $config->getDaysBefore(),
             'Include overdue: ' . ($config->includeOverdue() ? 'yes' : 'no'),
         ];
 
-        $clientMailSummary = [
-            'enabled'                         => $config->includeClientEmail(),
-            'policies_with_email_on_record'   => $policiesWithClientEmailOnRecord,
-            'policies_included_in_to'         => $policiesWithClientEmailInTo,
-            'policies_missing_or_invalid'     => $policiesMissingClientEmail,
-            'policies_configured_to_only'     => $policiesConfiguredToOnly,
-            'unique_client_emails_in_to'      => count($clientEmailsInTo),
-            'client_emails_in_to'             => array_keys($clientEmailsInTo),
-        ];
-
         return [
             'headline' => $headline,
             'lines'    => $lines,
-            'client_mail' => $clientMailSummary,
             'counts'   => [
                 'policies_pending_renewal'          => $candidateCount,
                 'policies_ready_to_mail'            => $wouldSendCount,
@@ -6669,10 +6636,8 @@ class PolicyTransactionController extends BaseController
                 'policies_without_policy_no'        => $policiesWithoutPolicyNo,
                 'policies_without_email'            => $policiesWithoutEmail,
                 'include_client_email_enabled'      => $config->includeClientEmail(),
-                'policies_with_client_email_on_record' => $policiesWithClientEmailOnRecord,
                 'policies_with_client_email_in_to'  => $policiesWithClientEmailInTo,
                 'policies_missing_client_email'     => $policiesMissingClientEmail,
-                'policies_configured_to_only'       => $policiesConfiguredToOnly,
                 'unique_client_emails_in_to'        => count($clientEmailsInTo),
                 'unique_to_recipients'              => count($uniqueTo),
                 'unique_cc_recipients'              => count($uniqueCc),
@@ -6684,9 +6649,8 @@ class PolicyTransactionController extends BaseController
             ],
             'filters' => [
                 'date_field'            => $config->getDateField(),
-                'days_before'           => $config->getDaysBeforeList(),
-                'target_date'           => $targetDates[$config->getDaysBefore()] ?? reset($targetDates),
-                'target_dates'          => $targetDates,
+                'days_before'           => $config->getDaysBefore(),
+                'target_date'           => $targetDate,
                 'include_overdue'       => $config->includeOverdue(),
                 'include_client_email'  => $config->includeClientEmail(),
                 'client_types'          => $config->getClientTypes(),
@@ -6758,9 +6722,7 @@ class PolicyTransactionController extends BaseController
             $dateField       = $config->getDateField();
             $reminderRaw     = $data[$dateField] ?? ($data['renewal_date'] ?? $data['policy_end_date'] ?? null);
             $reminderDate    = ! empty($reminderRaw) ? date('d-m-Y', strtotime((string) $reminderRaw)) : '';
-            $daysBefore = isset($data['reminder_offset']) && $data['reminder_offset'] !== '' && $data['reminder_offset'] !== null
-                ? (int) $data['reminder_offset']
-                : $config->getDaysBefore();
+            $daysBefore      = $config->getDaysBefore();
             $isOverdue       = ! empty($data['is_overdue'])
                 || (! empty($reminderRaw) && strtotime((string) $reminderRaw) < strtotime(date('Y-m-d')));
             $policyLabel     = $policyNo !== '' ? "Policy #{$policyNo}" : 'Policy Pending';
@@ -7115,7 +7077,7 @@ class PolicyTransactionController extends BaseController
             'days'               => trim((string) $this->request->getPost('days')),
             'clientTypes'        => [2],
             'dateField'          => trim((string) $this->request->getPost('dateField')),
-            'daysBefore'         => PtRenewalReminderConfig::parseDaysBeforeList($this->request->getPost('daysBefore')),
+            'daysBefore'         => (int) $this->request->getPost('daysBefore'),
             'includeClientEmail' => $this->request->getPost('includeClientEmail'),
             'includeOverdue'     => $this->request->getPost('includeOverdue'),
             'toEmails'           => trim((string) $this->request->getPost('toEmails')),
@@ -7132,7 +7094,7 @@ class PolicyTransactionController extends BaseController
         if (! in_array($payload['dateField'], ['renewal_date', 'policy_end_date'], true)) {
             $payload['dateField'] = 'renewal_date';
         }
-        $payload['daysBefore'] = implode(', ', $payload['daysBefore']);
+        $payload['daysBefore'] = max(0, $payload['daysBefore']);
 
         $updated = $this->notificationModel->update((int) $row['id'], [
             'config_json' => json_encode($payload),
@@ -7164,12 +7126,6 @@ class PolicyTransactionController extends BaseController
             $config['days'] = implode(',', $config['days']);
         }
 
-        if (is_array($config['daysBefore'] ?? null)) {
-            $config['daysBefore'] = implode(', ', $config['daysBefore']);
-        } elseif (isset($config['daysBefore'])) {
-            $config['daysBefore'] = implode(', ', PtRenewalReminderConfig::parseDaysBeforeList($config['daysBefore']));
-        }
-
         foreach (['toEmails', 'ccEmails', 'bccEmails'] as $field) {
             if (is_array($config[$field] ?? null)) {
                 $config[$field] = implode(',', $config[$field]);
@@ -7401,7 +7357,7 @@ class PolicyTransactionController extends BaseController
             'days'               => 'mon,tue,wed,thu,fri',
             'clientTypes'        => [2],
             'dateField'          => 'renewal_date',
-            'daysBefore'         => '30',
+            'daysBefore'         => 30,
             'includeClientEmail' => true,
             'includeOverdue'     => false,
             'toEmails'           => '',

app/Models/PolicyTransactionModel.php

@@ -63,7 +63,6 @@
             'edate',
             'renewal_date',
             'renewal_status',
-            'renewal_last_reminder_offset',
             'rollover_date',
             'policy_holder_name',
             'same_as_proposer',
@@ -2132,15 +2131,15 @@
         /**
          * Candidates for policy_transaction renewal reminder cron.
          *
-         * @param string          $dateField Whitelisted column: renewal_date | policy_end_date
-         * @param int|string|int[] $daysBefore Comma-separated or list of offsets (negative = days after due)
-         * @param int[]           $clientTypes Client type ids (1=Group, 2=Individual)
-         * @param bool            $includeOverdue When true, also include rows where dateField < today
+         * @param string $dateField Whitelisted column: renewal_date | policy_end_date
+         * @param int    $daysBefore Days ahead of today to match
+         * @param int[]  $clientTypes Client type ids (1=Group, 2=Individual)
+         * @param bool   $includeOverdue When true, also include rows where dateField < today
          * @return array
          */
         public function getRenewalReminderCandidates(
             string $dateField,
-            $daysBefore,
+            int $daysBefore,
             array $clientTypes,
             bool $includeOverdue = false
         ): array {
@@ -2157,10 +2156,10 @@
                 return [];
             }
 
-            $offsets     = $this->normalizeReminderOffsets($daysBefore);
-            $today       = date('Y-m-d');
-            $targetDates = $this->reminderTargetDates($offsets, $today);
-            $column      = 'pt.' . $dateField;
+            $daysBefore = max(0, (int) $daysBefore);
+            $targetDate = date('Y-m-d', strtotime('+' . $daysBefore . ' days'));
+            $today      = date('Y-m-d');
+            $column     = 'pt.' . $dateField;
 
             $query = $this->db->table('policy_transaction pt')
                 ->select("
@@ -2178,7 +2177,6 @@
                     c.common_mails,
                     policy_type.policy_type,
                     i.name AS insurer_name,
-                    DATEDIFF({$column}, CURDATE()) AS reminder_offset,
                     CASE WHEN {$column} < '{$today}' THEN 1 ELSE 0 END AS is_overdue
                 ")
                 ->join('clients c', 'pt.client_id = c.id', 'left')
@@ -2187,9 +2185,18 @@
                 ->join('policy_type', 'pt.policy_type_id = policy_type.id', 'left')
                 ->where('pt.is_active', 1)
                 ->where('pt.action_type', 'inception')
-                ->whereIn('c.client_type', $clientTypes);
+                ->whereIn('c.client_type', $clientTypes)
+                ->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'renewed', 'reminded')", null, false)
+                ->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)");
 
-            $this->applyRenewalReminderCandidateFilters($query, $column, $targetDates, $today, $includeOverdue);
+            if ($includeOverdue) {
+                $query->groupStart()
+                    ->where($column, $targetDate)
+                    ->orWhere("{$column} <", $today)
+                    ->groupEnd();
+            } else {
+                $query->where($column, $targetDate);
+            }
 
             $query->groupBy('pt.id')
                 ->orderBy('pt.id', 'DESC');
@@ -2200,13 +2207,12 @@
         /**
          * Explain why renewal reminder candidates may be empty (for dry-run diagnostics).
          *
-         * @param int|string|int[] $daysBefore
          * @param int[] $clientTypes
          * @return array<string, mixed>
          */
         public function diagnoseRenewalReminderCandidates(
             string $dateField,
-            $daysBefore,
+            int $daysBefore,
             array $clientTypes,
             bool $includeOverdue = false
         ): array {
@@ -2219,11 +2225,10 @@
                 return $type > 0;
             })));
 
-            $offsets     = $this->normalizeReminderOffsets($daysBefore);
-            $today       = date('Y-m-d');
-            $targetDates = $this->reminderTargetDates($offsets, $today);
-            $column      = 'pt.' . $dateField;
-            $targetLabel = implode(', ', $targetDates);
+            $daysBefore = max(0, (int) $daysBefore);
+            $targetDate = date('Y-m-d', strtotime('+' . $daysBefore . ' days'));
+            $today      = date('Y-m-d');
+            $column     = 'pt.' . $dateField;
 
             $base = function () {
                 return $this->db->table('policy_transaction pt')
@@ -2250,25 +2255,25 @@
 
                 $countAfterStatus = (int) $base()
                     ->whereIn('c.client_type', $clientTypes)
-                    ->where("IFNULL(pt.renewal_status, '') !=", 'renewed')
+                    ->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'renewed', 'reminded')", null, false)
                     ->countAllResults();
 
                 $countAfterNotRenewedExists = (int) $base()
                     ->whereIn('c.client_type', $clientTypes)
-                    ->where("IFNULL(pt.renewal_status, '') !=", 'renewed')
+                    ->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'renewed', 'reminded')", null, false)
                     ->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)")
                     ->countAllResults();
 
                 $countExactTargetDate = (int) $base()
                     ->whereIn('c.client_type', $clientTypes)
-                    ->where("IFNULL(pt.renewal_status, '') !=", 'renewed')
+                    ->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'renewed', 'reminded')", null, false)
                     ->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)")
-                    ->whereIn($column, $targetDates)
+                    ->where($column, $targetDate)
                     ->countAllResults();
 
                 $countOverdue = (int) $base()
                     ->whereIn('c.client_type', $clientTypes)
-                    ->where("IFNULL(pt.renewal_status, '') !=", 'renewed')
+                    ->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'renewed', 'reminded')", null, false)
                     ->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)")
                     ->where("{$column} <", $today)
                     ->where("{$column} IS NOT NULL", null, false)
@@ -2276,16 +2281,27 @@
                     ->countAllResults();
 
                 $finalBuilder = $base()
-                    ->whereIn('c.client_type', $clientTypes);
-                $this->applyRenewalReminderCandidateFilters($finalBuilder, $column, $targetDates, $today, $includeOverdue);
+                    ->whereIn('c.client_type', $clientTypes)
+                    ->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'renewed', 'reminded')", null, false)
+                    ->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)");
+
+                if ($includeOverdue) {
+                    $finalBuilder->groupStart()
+                        ->where($column, $targetDate)
+                        ->orWhere("{$column} <", $today)
+                        ->groupEnd();
+                } else {
+                    $finalBuilder->where($column, $targetDate);
+                }
                 $countFinal = (int) $finalBuilder->countAllResults();
 
+                // Sample nearest upcoming renewals (next 60 days) for debugging
                 $from = $today;
                 $to   = date('Y-m-d', strtotime('+60 days'));
                 $nearestSample = $base()
-                    ->select("pt.id, pt.policy_no, c.client_name, c.email AS client_email, pt.renewal_date, pt.policy_end_date, pt.renewal_status, {$column} AS match_date, DATEDIFF({$column}, CURDATE()) AS reminder_offset")
+                    ->select("pt.id, pt.policy_no, c.client_name, c.email AS client_email, pt.renewal_date, pt.policy_end_date, pt.renewal_status, {$column} AS match_date")
                     ->whereIn('c.client_type', $clientTypes)
-                    ->where("IFNULL(pt.renewal_status, '') !=", 'renewed')
+                    ->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'renewed', 'reminded')", null, false)
                     ->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)")
                     ->where("{$column} >=", $from)
                     ->where("{$column} <=", $to)
@@ -2302,16 +2318,16 @@
             if ($countAfterClientType === 0) {
                 $reasons[] = 'No active inception policies found for configured client type(s).';
             } elseif ($countAfterStatus === 0) {
-                $reasons[] = 'All matching policies already have renewal_status of renewed.';
+                $reasons[] = 'All matching policies already have renewal_status of renewal_mail_send/renewed/reminded.';
             } elseif ($countAfterNotRenewedExists === 0) {
                 $reasons[] = 'All remaining policies already have an active renewed policy linked via source_client_policy_id.';
             } elseif (! $includeOverdue && $countExactTargetDate === 0) {
-                $reasons[] = "No policies have {$dateField} equal to any target date ({$targetLabel}) for offsets [" . implode(', ', $offsets) . '].';
+                $reasons[] = "No policies have {$dateField} exactly equal to target date {$targetDate} (today + {$daysBefore} days). includeOverdue is false, so only exact date matches are selected.";
                 if ($countOverdue > 0) {
-                    $reasons[] = "There are {$countOverdue} overdue policies that would be included if includeOverdue=true, or if a negative offset matches today.";
+                    $reasons[] = "There are {$countOverdue} overdue policies that would be included if includeOverdue=true.";
                 }
             } elseif ($includeOverdue && $countFinal === 0) {
-                $reasons[] = "No policies match target dates ({$targetLabel}) or overdue (< {$today}) on {$dateField}.";
+                $reasons[] = "No policies match target date {$targetDate} or overdue (< {$today}) on {$dateField}.";
             }
 
             if (empty($reasons) && $countFinal === 0) {
@@ -2320,15 +2336,14 @@
 
             return [
                 'today'            => $today,
-                'target_date'      => $targetDates[0] ?? null,
-                'target_dates'     => $targetDates,
+                'target_date'      => $targetDate,
                 'date_field'       => $dateField,
-                'days_before'      => $offsets,
+                'days_before'      => $daysBefore,
                 'include_overdue'  => $includeOverdue,
                 'client_types'     => $clientTypes,
                 'counts'           => [
                     'active_inception_for_client_types' => $countAfterClientType,
-                    'after_excluding_renewed'           => $countAfterStatus,
+                    'after_excluding_sent_or_renewed'   => $countAfterStatus,
                     'after_excluding_already_renewed_policy' => $countAfterNotRenewedExists,
                     'exact_target_date_matches'         => $countExactTargetDate,
                     'overdue_matches'                   => $countOverdue,
@@ -2337,106 +2352,11 @@
                 'reasons'          => $reasons,
                 'nearest_upcoming_sample_60_days' => $nearestSample,
                 'hint'             => $includeOverdue
-                    ? 'Candidates = any configured offset date OR overdue on selected date field.'
-                    : "Candidates require {$dateField} IN ({$targetLabel}). Negative offsets send after the due date. Change daysBefore in Mail Config.",
+                    ? 'Candidates = exact target date OR overdue on selected date field.'
+                    : "Candidates require {$dateField} = {$targetDate} exactly. Enable includeOverdue to also include past dates, or change daysBefore / dateField in Mail Config.",
             ];
         }
 
-        /**
-         * Mark a policy as mailed for the current reminder offset.
-         */
-        public function markRenewalReminderSent(int $ptId, ?int $offset = null): bool
-        {
-            $data = ['renewal_status' => 'renewal_mail_send'];
-            if ($offset !== null && $this->hasRenewalLastReminderOffsetColumn()) {
-                $data['renewal_last_reminder_offset'] = $offset;
-            }
-
-            return (bool) $this->update($ptId, $data);
-        }
-
-        /**
-         * @param int|string|int[] $daysBefore
-         * @return int[]
-         */
-        private function normalizeReminderOffsets($daysBefore): array
-        {
-            return \Config\PtRenewalReminderConfig::parseDaysBeforeList($daysBefore);
-        }
-
-        /**
-         * @param int[] $offsets
-         * @return string[]
-         */
-        private function reminderTargetDates(array $offsets, string $today): array
-        {
-            $dates = [];
-            foreach ($offsets as $offset) {
-                $dates[] = date('Y-m-d', strtotime($today . ' ' . sprintf('%+d days', (int) $offset)));
-            }
-
-            return array_values(array_unique($dates));
-        }
-
-        private function hasRenewalLastReminderOffsetColumn(): bool
-        {
-            static $exists = null;
-            if ($exists === null) {
-                $exists = $this->db->fieldExists('renewal_last_reminder_offset', $this->table);
-            }
-
-            return $exists;
-        }
-
-        /**
-         * @param object $query Query builder
-         * @param string[] $targetDates
-         */
-        private function applyRenewalReminderCandidateFilters(
-            $query,
-            string $column,
-            array $targetDates,
-            string $today,
-            bool $includeOverdue
-        ): void {
-            $query->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)");
-
-            if ($this->hasRenewalLastReminderOffsetColumn()) {
-                $query->where("IFNULL(pt.renewal_status, '') !=", 'renewed');
-                $offsetSkip = "(pt.renewal_last_reminder_offset IS NULL OR pt.renewal_last_reminder_offset != DATEDIFF({$column}, CURDATE()))";
-
-                if ($includeOverdue) {
-                    $query->groupStart()
-                        ->groupStart()
-                            ->whereIn($column, $targetDates)
-                            ->where($offsetSkip, null, false)
-                        ->groupEnd()
-                        ->orGroupStart()
-                            ->where("{$column} <", $today)
-                            ->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'reminded')", null, false)
-                            ->where('pt.renewal_last_reminder_offset', null)
-                        ->groupEnd()
-                    ->groupEnd();
-                } else {
-                    $query->whereIn($column, $targetDates)
-                        ->where($offsetSkip, null, false);
-                }
-
-                return;
-            }
-
-            $query->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'renewed', 'reminded')", null, false);
-
-            if ($includeOverdue) {
-                $query->groupStart()
-                    ->whereIn($column, $targetDates)
-                    ->orWhere("{$column} <", $today)
-                    ->groupEnd();
-            } else {
-                $query->whereIn($column, $targetDates);
-            }
-        }
-
         /**
          * Server-side DataTables list for Retail Policy (individual clients only).
          *

app/Views/retail_policy_list.php

@@ -261,14 +261,12 @@
                                 <label class="custom-control-label" for="cfg_includeClientEmail">Include Client Email</label>
                             </div>
                         </div>
-                        <!--
                         <div class="form-group col-md-3 col-sm-6">
                             <div class="custom-control custom-switch">
                                 <input type="checkbox" class="custom-control-input" id="cfg_includeOverdue" name="includeOverdue" value="1">
                                 <label class="custom-control-label" for="cfg_includeOverdue">Include Overdue</label>
                             </div>
                         </div>
-                        -->
                     </div>
 
                     <div class="form-row">
@@ -285,14 +283,11 @@
                                 </div>
                             </div>
                         </div>
-                        <div class="form-group col-md-8">
+                        <div class="form-group col-md-3">
                             <label for="cfg_daysBefore">Days Before</label>
-                            <input type="text" class="form-control" id="cfg_daysBefore" name="daysBefore" value="30" placeholder="30, 15, 7, 1, -2, -5, -10">
-                            <small class="form-text text-muted">Comma-separated offsets. Positive = days before due, negative = days after due.</small>
+                            <input type="number" min="0" class="form-control" id="cfg_daysBefore" name="daysBefore" value="30">
                         </div>
-                    </div>
-                    <div class="form-row">
-                        <div class="form-group col-md-12">
+                        <div class="form-group col-md-5">
                             <label for="cfg_days">Weekdays (used when daily is off)</label>
                             <input type="text" class="form-control" id="cfg_days" name="days" placeholder="mon,tue,wed,thu,fri">
                         </div>
@@ -483,7 +478,7 @@
         $('#cfg_daily').prop('checked', boolVal(data.daily));
         $('#cfg_includeClientEmail').prop('checked', boolVal(data.includeClientEmail));
         $('#cfg_includeOverdue').prop('checked', boolVal(data.includeOverdue));
-        $('#cfg_daysBefore').val(listVal(data.daysBefore) || '30');
+        $('#cfg_daysBefore').val(data.daysBefore != null ? data.daysBefore : 30);
         setRetailDateField(data.dateField || 'renewal_date');
         $('#cfg_days').val(listVal(data.days) || 'mon,tue,wed,thu,fri');
         $('#cfg_toEmails').val(listVal(data.toEmails));

writable/sql/retail_policy_reminder_schema.sql

@@ -2,16 +2,10 @@
 -- Run manually against the application database.
 
 -- 1) policy_transaction.renewal_status
--- Skip this ALTER if the column already exists.
 ALTER TABLE `policy_transaction`
   ADD COLUMN `renewal_status` VARCHAR(50) NULL DEFAULT NULL
   AFTER `renewal_date`;
 
--- Required for multi-offset reminders (30, 15, 7, ...). Skip if the column already exists.
-ALTER TABLE `policy_transaction`
-  ADD COLUMN `renewal_last_reminder_offset` INT NULL DEFAULT NULL
-  AFTER `renewal_status`;
-
 -- 2) notifications.config_json
 ALTER TABLE `notifications`
   ADD COLUMN `config_json` LONGTEXT NULL
@@ -32,7 +26,7 @@ SELECT
   'Policy Renewal Reminder',
   '',
   1,
-  '{"enabled":true,"daily":true,"days":"mon,tue,wed,thu,fri","clientTypes":[2],"dateField":"renewal_date","daysBefore":"30, 15, 7, 1, -2, -5, -10","includeClientEmail":true,"includeOverdue":false,"toEmails":"","ccEmails":"","bccEmails":"","fromMail":""}'
+  '{"enabled":true,"daily":true,"days":"mon,tue,wed,thu,fri","clientTypes":[2],"dateField":"renewal_date","daysBefore":30,"includeClientEmail":true,"includeOverdue":false,"toEmails":"","ccEmails":"","bccEmails":"","fromMail":""}'
 FROM DUAL
 WHERE NOT EXISTS (
   SELECT 1