Limit detailed view to lineal kin; rest as summary bullets

Per-recipient: only direct ancestors and direct descendants
within a configurable number of generations (default 3) get the
full row treatment (avatar, icon, timeline). Everyone else falls
through to a compact text-only bullet list at the bottom of the
same section.

- New tree preference NEWSLETTER_LINEAL_DEPTH (range 0–10,
  default 3) with a clearly-explained admin input.
- RelationshipPathFinder::linealKin() does two cheap recursive
  expansions (ancestors and descendants only — no spouse or
  sibling traversal) and returns the xref set. Memoised per
  recipient within a dispatch run.
- Avatar attachments are filtered per recipient to only the
  embeds actually referenced in their HTML, so summary-only rows
  no longer inflate per-email size with unused images.
- Recipients with no PREF_TREE_ACCOUNT_XREF (external admin
  addresses, users not linked to a record) see the entire
  newsletter in detail — no lineal anchor to filter against.
- German translations for the three new section kickers ("Other
  birthdays", etc.) and the admin input help text.

resources/views/admin.phtml

@@ -47,6 +47,7 @@ use Illuminate\Support\Collection;
             $annivs    = Configuration::includeAnniversaries($tree);
             $subject   = Configuration::subjectPrefix($tree);
             $extras    = $tree->getPreference(Configuration::PREF_EXTRA_RECIPIENTS, '');
+            $lineal    = Configuration::linealDepth($tree);
             $last_sent = Configuration::lastSentAt($tree);
         ?>
 
@@ -129,6 +130,22 @@ use Illuminate\Support\Collection;
                     </div>
                 </div>
 
+                <div class="row mb-3">
+                    <label class="col-sm-3 col-form-label" for="lineal-<?= $id ?>">
+                        <?= I18N::translate('Detailed view depth (generations)') ?>
+                    </label>
+                    <div class="col-sm-9">
+                        <input class="form-control" type="number" style="max-width: 18rem;"
+                               id="lineal-<?= $id ?>" name="lineal-<?= $id ?>"
+                               value="<?= e((string) $lineal) ?>"
+                               min="<?= Configuration::MIN_LINEAL_DEPTH ?>"
+                               max="<?= Configuration::MAX_LINEAL_DEPTH ?>" required>
+                        <small class="form-text text-muted">
+                            <?= I18N::translate('Recipients see profile pictures, icons and the timeline only for their own direct ancestors and descendants within this many generations. Everyone else appears as a compact text list at the bottom of each section. Set to 0 to render the whole newsletter as text. Recipients with no linked tree record always see the full detailed view.') ?>
+                        </small>
+                    </div>
+                </div>
+
                 <div class="row mb-3">
                     <label class="col-sm-3 col-form-label" for="subject-<?= $id ?>">
                         <?= I18N::translate('Subject prefix') ?>

resources/views/email.phtml

@@ -22,6 +22,7 @@ use Illuminate\Support\Collection;
  * @var int                           $generated_at
  * @var array<string,string>          $avatar_cids    xref => CID name
  * @var array<string,string>          $relationships  xref => "your mother" etc. (per-recipient)
+ * @var array<string,true>            $detailed_xrefs xref-set — render in detail; others as summary bullet
  * @var string                        $account_url
  */
 
@@ -52,6 +53,33 @@ $avatar_size = 56;
 // ─── Helpers ────────────────────────────────────────────────────────────
 
 $relationships  = $relationships ?? [];
+$detailed_xrefs = $detailed_xrefs ?? [];
+
+/**
+ * Returns true if this fact's primary record should render as a full
+ * detailed row (avatar + icon + timeline), or false for the compact
+ * text-only summary bullet at the bottom of the section.
+ *
+ * A Family fact (anniversary) counts as detailed if either spouse is
+ * in the recipient's lineal set.
+ */
+$is_detailed = static function (Fact $fact) use ($detailed_xrefs): bool {
+    $record = $fact->record();
+
+    if ($record instanceof Individual) {
+        return isset($detailed_xrefs[$record->xref()]);
+    }
+
+    if ($record instanceof Family) {
+        foreach ([$record->husband(), $record->wife()] as $spouse) {
+            if ($spouse instanceof Individual && isset($detailed_xrefs[$spouse->xref()])) {
+                return true;
+            }
+        }
+    }
+
+    return false;
+};
 
 $linked_name = static function (Individual $individual) use ($palette, $relationships): string {
     $name  = strip_tags($individual->fullName());
@@ -309,6 +337,18 @@ $timeline_cell_style = 'width:170px;vertical-align:middle;'
 
 // Renders one event row in the consistent 3-column layout shared by
 // every section (avatar | content | date on the timeline rail).
+$summary_kicker_style = 'margin:18px 0 8px;'
+    . 'font-family:' . $font_stack . ';'
+    . 'font-weight:500;font-size:11px;letter-spacing:0.16em;text-transform:uppercase;'
+    . 'color:' . $palette['ink3'] . ';'
+    . 'padding-top:10px;border-top:1px dashed ' . $palette['border'] . ';';
+
+$summary_list_style = 'list-style:none;margin:0;padding:0;'
+    . 'font-family:' . $font_stack . ';font-size:13px;line-height:1.7;font-weight:300;'
+    . 'color:' . $palette['ink2'] . ';';
+
+$summary_item_style = 'padding:3px 0;';
+
 $event_row = static function (Fact $fact, string $body_html, string $dot_color)
     use (
         $record_avatars,
@@ -382,13 +422,21 @@ $card_close = '</table>';
                 </tr>
 
                 <?php if (!$birthdays->isEmpty()) : ?>
+                    <?php
+                        $detailed = [];
+                        $summary  = [];
+                        foreach ($birthdays as $fact) {
+                            if ($is_detailed($fact)) { $detailed[] = $fact; } else { $summary[] = $fact; }
+                        }
+                    ?>
                     <tr><td style="padding:8px 0 0;">
                         <h2 style="<?= $section_title_style ?>"><?= e(I18N::translate('Upcoming birthdays')) ?></h2>
                         <p style="<?= $section_kicker_style ?>">
                             <?= e(I18N::translate('Living kin who will celebrate this fortnight.')) ?>
                         </p>
+                        <?php if ($detailed !== []) : ?>
                             <?= $card_open ?>
-                            <?php foreach ($birthdays as $fact) : ?>
+                                <?php foreach ($detailed as $fact) : ?>
                                     <?php
                                         $age  = $upcoming_age($fact);
                                         $body = '<span style="display:inline-block;vertical-align:middle;margin-right:12px;">' . $event_icon('BIRT') . '</span>'
@@ -400,17 +448,41 @@ $card_close = '</table>';
                                     ?>
                                 <?php endforeach ?>
                             <?= $card_close ?>
+                        <?php endif ?>
+                        <?php if ($summary !== []) : ?>
+                            <div style="<?= $summary_kicker_style ?>">
+                                <?= e(I18N::translate('Other birthdays')) ?>
+                            </div>
+                            <ul style="<?= $summary_list_style ?>">
+                                <?php foreach ($summary as $fact) : ?>
+                                    <?php $age = $upcoming_age($fact); ?>
+                                    <li style="<?= $summary_item_style ?>">
+                                        <?= $record_label($fact) ?>
+                                        <span style="color:<?= $palette['ink3'] ?>;">— <?= e($birthday_label($age)) ?></span>
+                                        <span style="color:<?= $palette['mute'] ?>;"> · <?= e($event_date_display($fact)) ?></span>
+                                    </li>
+                                <?php endforeach ?>
+                            </ul>
+                        <?php endif ?>
                     </td></tr>
                 <?php endif ?>
 
                 <?php if ($include_anniversaries && $anniversaries !== null && !$anniversaries->isEmpty()) : ?>
+                    <?php
+                        $detailed = [];
+                        $summary  = [];
+                        foreach ($anniversaries as $fact) {
+                            if ($is_detailed($fact)) { $detailed[] = $fact; } else { $summary[] = $fact; }
+                        }
+                    ?>
                     <tr><td style="padding:32px 0 0;">
                         <h2 style="<?= $section_title_style ?>"><?= e(I18N::translate('Upcoming marriage anniversaries')) ?></h2>
                         <p style="<?= $section_kicker_style ?>">
                             <?= e(I18N::translate('Marriages still intact.')) ?>
                         </p>
+                        <?php if ($detailed !== []) : ?>
                             <?= $card_open ?>
-                            <?php foreach ($anniversaries as $fact) : ?>
+                                <?php foreach ($detailed as $fact) : ?>
                                     <?php
                                         $age  = $upcoming_age($fact);
                                         $body = '<span style="display:inline-block;vertical-align:middle;margin-right:12px;">' . $event_icon('MARR') . '</span>'
@@ -422,17 +494,41 @@ $card_close = '</table>';
                                     ?>
                                 <?php endforeach ?>
                             <?= $card_close ?>
+                        <?php endif ?>
+                        <?php if ($summary !== []) : ?>
+                            <div style="<?= $summary_kicker_style ?>">
+                                <?= e(I18N::translate('Other anniversaries')) ?>
+                            </div>
+                            <ul style="<?= $summary_list_style ?>">
+                                <?php foreach ($summary as $fact) : ?>
+                                    <?php $age = $upcoming_age($fact); ?>
+                                    <li style="<?= $summary_item_style ?>">
+                                        <?= $record_label($fact) ?>
+                                        <span style="color:<?= $palette['ink3'] ?>;">— <?= e($anniversary_label($age)) ?></span>
+                                        <span style="color:<?= $palette['mute'] ?>;"> · <?= e($event_date_display($fact)) ?></span>
+                                    </li>
+                                <?php endforeach ?>
+                            </ul>
+                        <?php endif ?>
                     </td></tr>
                 <?php endif ?>
 
                 <?php if ($include_historical && $historical !== null && !$historical->isEmpty()) : ?>
+                    <?php
+                        $detailed = [];
+                        $summary  = [];
+                        foreach ($historical as $fact) {
+                            if ($is_detailed($fact)) { $detailed[] = $fact; } else { $summary[] = $fact; }
+                        }
+                    ?>
                     <tr><td style="padding:32px 0 0;">
                         <h2 style="<?= $section_title_style ?>"><?= e(I18N::translate('On this month in history')) ?></h2>
                         <p style="<?= $section_kicker_style ?>">
                             <?= e(I18N::translate('Events in the next %d days for people who have passed away.', $historical_lookahead)) ?>
                         </p>
+                        <?php if ($detailed !== []) : ?>
                             <?= $card_open ?>
-                            <?php foreach ($historical as $fact) : ?>
+                                <?php foreach ($detailed as $fact) : ?>
                                     <?php
                                         $kind = $event_kind($fact);
                                         $body = '<span style="display:inline-block;vertical-align:middle;margin-right:12px;">' . $event_icon($kind) . '</span>'
@@ -444,6 +540,21 @@ $card_close = '</table>';
                                     ?>
                                 <?php endforeach ?>
                             <?= $card_close ?>
+                        <?php endif ?>
+                        <?php if ($summary !== []) : ?>
+                            <div style="<?= $summary_kicker_style ?>">
+                                <?= e(I18N::translate('Other historical events')) ?>
+                            </div>
+                            <ul style="<?= $summary_list_style ?>">
+                                <?php foreach ($summary as $fact) : ?>
+                                    <li style="<?= $summary_item_style ?>">
+                                        <?= $record_label($fact) ?>
+                                        <span style="color:<?= $palette['ink3'] ?>;">— <?= e($fact->label()) ?></span>
+                                        <span style="color:<?= $palette['mute'] ?>;"> · <?= e($event_date_display($fact)) ?></span>
+                                    </li>
+                                <?php endforeach ?>
+                            </ul>
+                        <?php endif ?>
                     </td></tr>
                 <?php endif ?>
 

src/Configuration.php

@@ -23,6 +23,7 @@ final class Configuration
     public const string PREF_INCLUDE_ANNIVERSARIES    = 'NEWSLETTER_INC_ANNIVS';
     public const string PREF_HISTORICAL_LOOKAHEAD     = 'NEWSLETTER_HIST_DAYS';
     public const string PREF_EXTRA_RECIPIENTS         = 'NEWSLETTER_EXTRAS';
+    public const string PREF_LINEAL_DEPTH             = 'NEWSLETTER_LINEAL_DEPTH';
     public const string PREF_LAST_SENT_AT             = 'NEWSLETTER_LAST_SENT';
     public const string PREF_LAST_HISTORICAL_MONTH    = 'NEWSLETTER_LAST_HIST_MO';
     public const string PREF_SUBJECT_PREFIX           = 'NEWSLETTER_SUBJ_PFX';
@@ -36,10 +37,13 @@ final class Configuration
     public const int DEFAULT_FREQUENCY_DAYS           = 14;
     public const int DEFAULT_LOOKAHEAD_DAYS           = 14;
     public const int DEFAULT_HISTORICAL_LOOKAHEAD     = 30;
+    public const int DEFAULT_LINEAL_DEPTH             = 3;
     public const int MIN_FREQUENCY_DAYS               = 1;
     public const int MAX_FREQUENCY_DAYS               = 90;
     public const int MIN_LOOKAHEAD_DAYS               = 1;
     public const int MAX_LOOKAHEAD_DAYS               = 60;
+    public const int MIN_LINEAL_DEPTH                 = 0;
+    public const int MAX_LINEAL_DEPTH                 = 10;
 
     public static function isEnabled(Tree $tree): bool
     {
@@ -65,6 +69,13 @@ final class Configuration
         return $tree->getPreference(self::PREF_INCLUDE_ANNIVERSARIES, '1') === '1';
     }
 
+    public static function linealDepth(Tree $tree): int
+    {
+        $value = (int) $tree->getPreference(self::PREF_LINEAL_DEPTH, (string) self::DEFAULT_LINEAL_DEPTH);
+
+        return max(self::MIN_LINEAL_DEPTH, min(self::MAX_LINEAL_DEPTH, $value));
+    }
+
     public static function historicalLookaheadDays(Tree $tree): int
     {
         $value = (int) $tree->getPreference(

src/Module.php

@@ -122,6 +122,12 @@ class Module extends AbstractModule implements ModuleCustomInterface, ModuleConf
                 'Living kin who will celebrate this fortnight.'
                                                               => 'Lebende Verwandte, die in den nächsten zwei Wochen feiern.',
                 'Marriages still intact.'                     => 'Noch bestehende Ehen.',
+                'Other birthdays'                             => 'Weitere Geburtstage',
+                'Other anniversaries'                         => 'Weitere Hochzeitstage',
+                'Other historical events'                     => 'Weitere historische Ereignisse',
+                'Detailed view depth (generations)'           => 'Detailansicht-Tiefe (Generationen)',
+                'Recipients see profile pictures, icons and the timeline only for their own direct ancestors and descendants within this many generations. Everyone else appears as a compact text list at the bottom of each section. Set to 0 to render the whole newsletter as text. Recipients with no linked tree record always see the full detailed view.'
+                                                              => 'Empfänger sehen Profilbilder, Symbole und Zeitachse nur für ihre eigenen direkten Vorfahren und Nachkommen innerhalb dieser Generationenzahl. Alle anderen erscheinen als kompakte Textliste am Ende des jeweiligen Abschnitts. Auf 0 setzen, um den gesamten Newsletter als Text darzustellen. Empfänger ohne verknüpftes Baumprofil sehen stets die vollständige Detailansicht.',
                 '%s birthday'                                 => '%s Geburtstag',
                 '%s wedding anniversary'                      => '%s Hochzeitstag',
                 'Birthday'                                    => 'Geburtstag',
@@ -231,6 +237,9 @@ class Module extends AbstractModule implements ModuleCustomInterface, ModuleConf
             $histLook  = Validator::parsedBody($request)
                 ->isBetween(7, 60)
                 ->integer('historical-' . $id, Configuration::DEFAULT_HISTORICAL_LOOKAHEAD);
+            $lineal    = Validator::parsedBody($request)
+                ->isBetween(Configuration::MIN_LINEAL_DEPTH, Configuration::MAX_LINEAL_DEPTH)
+                ->integer('lineal-' . $id, Configuration::DEFAULT_LINEAL_DEPTH);
             $annivs    = Validator::parsedBody($request)->string('anniversaries-' . $id, '0') === '1';
             $extras    = Validator::parsedBody($request)->string('extras-' . $id, '');
             $subject   = Validator::parsedBody($request)->string('subject-' . $id, '');
@@ -239,6 +248,7 @@ class Module extends AbstractModule implements ModuleCustomInterface, ModuleConf
             $tree->setPreference(Configuration::PREF_FREQUENCY_DAYS, (string) $frequency);
             $tree->setPreference(Configuration::PREF_LOOKAHEAD_DAYS, (string) $lookahead);
             $tree->setPreference(Configuration::PREF_HISTORICAL_LOOKAHEAD, (string) $histLook);
+            $tree->setPreference(Configuration::PREF_LINEAL_DEPTH, (string) $lineal);
             $tree->setPreference(Configuration::PREF_INCLUDE_ANNIVERSARIES, $annivs ? '1' : '0');
             $tree->setPreference(Configuration::PREF_EXTRA_RECIPIENTS, $extras);
 

src/Services/NewsletterDispatchService.php

@@ -173,6 +173,15 @@ final class NewsletterDispatchService
                 // record the recipient is linked to in this tree.
                 foreach ($group as $recipient) {
                     $relationships = $this->relationshipMap($tree, $recipient, $featured);
+                    $detailed_set  = $this->detailedXrefs($tree, $recipient, $featured);
+
+                    // Trim the embedded image set to only the avatars
+                    // we'll actually reference (detailed rows). Summary
+                    // bullets render without pictures.
+                    $recipient_avatars = array_intersect_key(
+                        $avatars,
+                        $this->avatarKeysForXrefs(array_keys($detailed_set)),
+                    );
 
                     $html = view($module->name() . '::email', [
                         'tree'                  => $tree,
@@ -186,13 +195,14 @@ final class NewsletterDispatchService
                         'generated_at'          => $now,
                         'avatar_cids'           => $avatar_cids,
                         'relationships'         => $relationships,
+                        'detailed_xrefs'        => $detailed_set,
                         'account_url'           => $account_url,
                     ]);
 
                     $text = $this->htmlToText($html);
 
                     try {
-                        if ($this->mailer->sendWithEmbeds($from, $recipient, $from, $subject, $text, $html, $avatars)) {
+                        if ($this->mailer->sendWithEmbeds($from, $recipient, $from, $subject, $text, $html, $recipient_avatars)) {
                             $sent++;
                         } else {
                             $failures++;
@@ -269,6 +279,69 @@ final class NewsletterDispatchService
         return $individuals;
     }
 
+    /**
+     * Which featured xrefs deserve the full detailed row (avatar +
+     * timeline) for this recipient?
+     *
+     * If the recipient is unmapped to the tree (external address or a
+     * user with no PREF_TREE_ACCOUNT_XREF), every featured xref counts
+     * as "detailed" — they have no lineal context to filter against.
+     *
+     * Otherwise, only the recipient's direct ancestors and descendants
+     * within Configuration::linealDepth() generations qualify. For
+     * Family records (anniversaries), either spouse being lineal
+     * promotes the row.
+     *
+     * @param array<string,Individual> $featured
+     *
+     * @return array<string,true>  Set of featured xrefs to render in detail.
+     */
+    private function detailedXrefs(Tree $tree, UserInterface $recipient, array $featured): array
+    {
+        $self_xref = $tree->getUserPreference($recipient, UserInterface::PREF_TREE_ACCOUNT_XREF);
+
+        if ($self_xref === '') {
+            // Unmapped recipient — no lineal anchor, show everything.
+            return array_fill_keys(array_keys($featured), true);
+        }
+
+        $self = Registry::individualFactory()->make($self_xref, $tree);
+
+        if (!$self instanceof Individual) {
+            return array_fill_keys(array_keys($featured), true);
+        }
+
+        $depth      = Configuration::linealDepth($tree);
+        $lineal_set = $this->relationship_finder->linealKin($self, $depth);
+
+        $detailed = [];
+
+        foreach ($featured as $xref => $_individual) {
+            if (isset($lineal_set[$xref])) {
+                $detailed[$xref] = true;
+            }
+        }
+
+        return $detailed;
+    }
+
+    /**
+     * Translates a list of xrefs into the cid-name keys used by the
+     * avatar embed map ("avatar-<xref>" => true). Lets us
+     * array_intersect_key the embeds map cheaply.
+     *
+     * @param  array<int,string> $xrefs
+     * @return array<string,true>
+     */
+    private function avatarKeysForXrefs(array $xrefs): array
+    {
+        $keys = [];
+        foreach ($xrefs as $xref) {
+            $keys['avatar-' . $xref] = true;
+        }
+        return $keys;
+    }
+
     /**
      * Build a "xref => relationship label" map for one recipient.
      *

src/Services/RelationshipPathFinder.php

@@ -33,6 +33,9 @@ final class RelationshipPathFinder
     /** Default BFS depth — ~7 generations of ancestry / descent. */
     public const int DEFAULT_MAX_DEPTH = 14;
 
+    /** @var array<string,array<string,true>> Cache: xref => {ancestor/descendant xref set} */
+    private array $lineal_cache = [];
+
     /** @var array<string,string|null> Cache: "fromXref|toXref" -> label */
     private array $label_cache = [];
 
@@ -74,6 +77,77 @@ final class RelationshipPathFinder
         return $this->label_cache[$cache_key] = $this->relationship_service->nameFromPath($path, $language);
     }
 
+    /**
+     * Set of xrefs that are direct ancestors or direct descendants of
+     * `$root` within `$depth` generations.
+     *
+     * Only lineal hops are followed (parent ↔ child) — spouses,
+     * siblings, and step-relations are deliberately excluded. The
+     * recipient's own xref is included in the set.
+     *
+     * The result is memoised: callers may invoke this once per
+     * recipient and reuse it across all featured xrefs.
+     *
+     * @return array<string,true>
+     */
+    public function linealKin(Individual $root, int $depth): array
+    {
+        if ($depth < 0) {
+            return [$root->xref() => true];
+        }
+
+        $cache_key = $root->xref() . '|' . $depth;
+
+        if (isset($this->lineal_cache[$cache_key])) {
+            return $this->lineal_cache[$cache_key];
+        }
+
+        $set = [$root->xref() => true];
+
+        $this->expandAncestors($root, $depth, $set);
+        $this->expandDescendants($root, $depth, $set);
+
+        return $this->lineal_cache[$cache_key] = $set;
+    }
+
+    /**
+     * @param array<string,true> $set
+     */
+    private function expandAncestors(Individual $indi, int $depth, array &$set): void
+    {
+        if ($depth <= 0) {
+            return;
+        }
+
+        foreach ($indi->childFamilies(Auth::PRIV_HIDE) as $family) {
+            foreach ($family->spouses(Auth::PRIV_HIDE) as $parent) {
+                if (!isset($set[$parent->xref()])) {
+                    $set[$parent->xref()] = true;
+                    $this->expandAncestors($parent, $depth - 1, $set);
+                }
+            }
+        }
+    }
+
+    /**
+     * @param array<string,true> $set
+     */
+    private function expandDescendants(Individual $indi, int $depth, array &$set): void
+    {
+        if ($depth <= 0) {
+            return;
+        }
+
+        foreach ($indi->spouseFamilies(Auth::PRIV_HIDE) as $family) {
+            foreach ($family->children(Auth::PRIV_HIDE) as $child) {
+                if (!isset($set[$child->xref()])) {
+                    $set[$child->xref()] = true;
+                    $this->expandDescendants($child, $depth - 1, $set);
+                }
+            }
+        }
+    }
+
     /**
      * BFS over child- and spouse-families, exactly matching
      * RelationshipService::getCloseRelationship's traversal but with