Initial commit

application/Espo/Modules/Crm/Binding.php

@@ -0,0 +1,49 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm;
+
+use Espo\Core\Binding\Binder;
+use Espo\Core\Binding\BindingProcessor;
+
+class Binding implements BindingProcessor
+{
+    public function process(Binder $binder): void
+    {
+        $binder->bindImplementation(
+            'Espo\\Modules\\Crm\\Tools\\MassEmail\\MessageHeadersPreparator',
+            'Espo\\Modules\\Crm\\Tools\\MassEmail\\DefaultMessageHeadersPreparator'
+        );
+
+        $binder->bindImplementation(
+            'Espo\\Modules\\Crm\\Tools\\EmailAddress\\FreeDomainChecker',
+            'Espo\\Modules\\Crm\\Tools\\EmailAddress\\DefaultFreeDomainChecker'
+        );
+    }
+}

application/Espo/Modules/Crm/Business/Distribution/Lead/LeastBusy.php

@@ -0,0 +1,121 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Business\Distribution\Lead;
+
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\ORM\EntityManager;
+
+use Espo\Entities\User;
+use Espo\Entities\Team;
+
+class LeastBusy
+{
+    /**
+     * @var EntityManager
+     */
+    protected $entityManager;
+
+    public function __construct(EntityManager $entityManager)
+    {
+        $this->entityManager = $entityManager;
+    }
+
+    /**
+     * @param Team $team
+     * @param ?string $targetUserPosition
+     * @return ?User
+     */
+    public function getUser($team, $targetUserPosition = null)
+    {
+        $where = [
+            'isActive' => true,
+        ];
+
+        if (!empty($targetUserPosition)) {
+            $where['@relation.role'] = $targetUserPosition;
+        }
+
+        /**
+         * @var \Espo\ORM\Collection<User> $userList
+         */
+        $userList = $this->entityManager
+            ->getRDBRepository(Team::ENTITY_TYPE)
+            ->getRelation($team, 'users')
+            ->where($where)
+            ->order('id')
+            ->find();
+
+        if (is_countable($userList) && count($userList) == 0) {
+            return null;
+        }
+
+        $countHash = [];
+
+        foreach ($userList as $user) {
+            $where = [
+                'assignedUserId' => $user->getId(),
+                'status<>' => [
+                    Lead::STATUS_CONVERTED,
+                    Lead::STATUS_RECYCLED,
+                    Lead::STATUS_DEAD,
+                ],
+            ];
+
+            $count = $this->entityManager
+                ->getRDBRepository(Lead::ENTITY_TYPE)
+                ->where($where)
+                ->count();
+
+            $countHash[$user->getId()] = $count;
+        }
+
+        $foundUserId = false;
+        $min = false;
+
+        foreach ($countHash as $userId => $count) {
+            if ($min === false) {
+                $min = $count;
+                $foundUserId = $userId;
+            } else {
+                if ($count < $min) {
+                    $min = $count;
+                    $foundUserId = $userId;
+                }
+            }
+        }
+
+        if ($foundUserId !== false) {
+            return $this->entityManager->getEntityById(User::ENTITY_TYPE, $foundUserId);
+        }
+
+        return null;
+    }
+}
+

application/Espo/Modules/Crm/Business/Distribution/Lead/RoundRobin.php

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+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Business\Distribution\Lead;
+
+use Espo\Core\Name\Field;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\ORM\EntityManager;
+
+use Espo\Entities\User;
+use Espo\Entities\Team;
+
+class RoundRobin
+{
+    /**
+     * @var EntityManager
+     */
+    protected $entityManager;
+
+    public function __construct(EntityManager $entityManager)
+    {
+        $this->entityManager = $entityManager;
+    }
+
+    /**
+     * @param Team $team
+     * @param ?string $targetUserPosition
+     * @return User|null
+     */
+    public function getUser($team, $targetUserPosition = null)
+    {
+        $where = [
+            'isActive' => true,
+        ];
+
+        if (!empty($targetUserPosition)) {
+            $where['@relation.role'] = $targetUserPosition;
+        }
+
+        /**
+         * @var \Espo\ORM\Collection<User> $userList
+         */
+        $userList = $this->entityManager
+            ->getRDBRepository(Team::ENTITY_TYPE)
+            ->getRelation($team, 'users')
+            ->where($where)
+            ->order('id')
+            ->find();
+
+        if (is_countable($userList) && count($userList) == 0) {
+            return null;
+        }
+
+        $userIdList = [];
+
+        foreach ($userList as $user) {
+            $userIdList[] = $user->getId();
+        }
+
+        $lead = $this->entityManager
+            ->getRDBRepository(Lead::ENTITY_TYPE)
+            ->where([
+                'assignedUserId' => $userIdList
+            ])
+            ->order(Field::CREATED_AT, 'DESC')
+            ->findOne();
+
+        if (empty($lead)) {
+            $num = 0;
+        } else {
+            $num = array_search($lead->get('assignedUserId'), $userIdList);
+
+            if ($num === false || $num == count($userIdList) - 1) {
+                $num = 0;
+            } else {
+                $num++;
+            }
+        }
+
+        return $this->entityManager->getRDBRepositoryByClass(User::class)->getById($userIdList[$num]);
+    }
+}

application/Espo/Modules/Crm/Business/Event/Ics.php

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+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Business\Event;
+
+use RuntimeException;
+
+class Ics
+{
+    public const STATUS_CONFIRMED = 'CONFIRMED';
+    public const STATUS_TENTATIVE = 'TENTATIVE';
+    public const STATUS_CANCELLED = 'CANCELLED';
+
+    public const METHOD_REQUEST = 'REQUEST';
+    public const METHOD_CANCEL = 'CANCEL';
+
+    /** @var self::METHOD_* string  */
+    private string $method;
+    private ?string $output = null;
+    private string $prodid;
+    private ?int $startDate = null;
+    private ?int $endDate = null;
+    private ?string $summary = null;
+    private ?string $address = null;
+    private ?string $description = null;
+    private ?string $uid = null;
+    /** @var self::STATUS_* string */
+    private string $status;
+    private ?int $stamp = null;
+    /** @var array{string, ?string}|null  */
+    private ?array $organizer = null;
+    /** @var array{string, ?string}[]  */
+    private array $attendees = [];
+
+    /**
+     * @param array{
+     *     organizer?: array{string, ?string}|null,
+     *     attendees?: array{string, ?string}[],
+     *     startDate?: ?int,
+     *     endDate?: ?int,
+     *     summary?: ?string,
+     *     address?: ?string,
+     *     description?: ?string,
+     *     uid?: ?string,
+     *     status?: self::STATUS_CONFIRMED|self::STATUS_TENTATIVE|self::STATUS_CANCELLED,
+     *     method?: self::METHOD_REQUEST|self::METHOD_CANCEL,
+     *     stamp?: ?int,
+     * } $attributes
+     */
+    public function __construct(string $prodid, array $attributes = [])
+    {
+        if ($prodid === '') {
+            throw new RuntimeException('PRODID is required');
+        }
+
+        $this->status = self::STATUS_CONFIRMED;
+        $this->method = self::METHOD_REQUEST;
+        $this->prodid = $prodid;
+
+        foreach ($attributes as $key => $value) {
+            if (!property_exists($this, $key)) {
+                throw new RuntimeException("Bad attribute '$key'.");
+            }
+
+            $this->$key = $value;
+        }
+    }
+
+    public function get(): string
+    {
+        if ($this->output === null) {
+            $this->generate();
+        }
+
+        /** @var string */
+        return $this->output;
+    }
+
+    /** @noinspection SpellCheckingInspection */
+    private function generate(): void
+    {
+        $start =
+            "BEGIN:VCALENDAR\r\n" .
+            "VERSION:2.0\r\n" .
+            "PRODID:-$this->prodid\r\n" .
+            "METHOD:$this->method\r\n" .
+            "BEGIN:VEVENT\r\n";
+
+        $organizerPart = '';
+
+        if ($this->organizer) {
+            $organizerPart = "ORGANIZER;{$this->preparePerson($this->organizer[0], $this->organizer[1])}";
+        }
+
+        $body =
+            "DTSTART:{$this->formatTimestamp($this->startDate)}\r\n" .
+            "DTEND:{$this->formatTimestamp($this->endDate)}\r\n" .
+            "SUMMARY:{$this->escapeString($this->summary)}\r\n" .
+            "LOCATION:{$this->escapeString($this->address)}\r\n" .
+            $organizerPart .
+            "DESCRIPTION:{$this->escapeString($this->formatMultiline($this->description))}\r\n" .
+            "UID:$this->uid\r\n" .
+            "SEQUENCE:0\r\n" .
+            "DTSTAMP:{$this->formatTimestamp($this->stamp ?? time())}\r\n" .
+            "STATUS:$this->status\r\n";
+
+        foreach ($this->attendees as $attendee) {
+            $body .= "ATTENDEE;{$this->preparePerson($attendee[0], $attendee[1])}";
+        }
+
+        $end =
+            "END:VEVENT\r\n".
+            "END:VCALENDAR";
+
+        $this->output = $start . $body . $end;
+    }
+
+    private function preparePerson(string $address, ?string $name): string
+    {
+        return "CN={$this->escapeString($name)}:MAILTO:{$this->escapeString($address)}\r\n";
+    }
+
+    private function formatTimestamp(?int $timestamp): string
+    {
+        if (!$timestamp) {
+            $timestamp = time();
+        }
+
+        return date('Ymd\THis\Z', $timestamp);
+    }
+
+    private function escapeString(?string $string): string
+    {
+        if (!$string) {
+            return '';
+        }
+
+        /** @var string */
+        return preg_replace('/([,;])/', '\\\$1', $string);
+    }
+
+    private function formatMultiline(?string $string): string
+    {
+        if (!$string) {
+            return '';
+        }
+
+        return str_replace(["\r\n", "\n"], "\\n", $string);
+    }
+}

application/Espo/Modules/Crm/Business/Event/Invitations.php

@@ -0,0 +1,396 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Business\Event;
+
+use Espo\Core\Field\DateTime as DateTimeField;
+use Espo\Core\Field\LinkParent;
+use Espo\Core\Mail\Exceptions\SendingError;
+use Espo\Core\Name\Field;
+use Espo\Core\Utils\Config\ApplicationConfig;
+use Espo\Entities\Attachment;
+use Espo\Entities\Email;
+use Espo\Entities\Preferences;
+use Espo\Entities\UniqueId;
+use Espo\Modules\Crm\Entities\Call;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\ORM\Entity;
+use Espo\Entities\User;
+use Espo\Core\Utils\Util;
+use Espo\Core\Htmlizer\HtmlizerFactory as HtmlizerFactory;
+use Espo\Core\Mail\EmailSender;
+use Espo\Core\Mail\SmtpParams;
+use Espo\Core\ORM\EntityManager;
+use Espo\Core\Utils\DateTime as DateTimeUtil;
+use Espo\Core\Utils\Language;
+use Espo\Core\Utils\TemplateFileManager;
+
+use DateTime;
+
+/**
+ * Do not use. Use `Espo\Modules\Crm\Tools\Meeting\Invitation\Sender`.
+ * @internal
+ */
+class Invitations
+{
+    private const TYPE_INVITATION = 'invitation';
+    private const TYPE_CANCELLATION = 'cancellation';
+
+    /**
+     * Some dependencies are unused to keep backward compatibility.
+     * @todo Revise.
+     */
+    public function __construct(
+        private EntityManager $entityManager,
+        private ?SmtpParams $smtpParams,
+        private EmailSender $emailSender,
+        private Language $language,
+        private TemplateFileManager $templateFileManager,
+        private HtmlizerFactory $htmlizerFactory,
+        private ApplicationConfig $applicationConfig,
+        private DateTimeUtil $dateTime,
+    ) {}
+
+    /**
+     * @throws SendingError
+     */
+    public function sendInvitation(Entity $entity, Entity $invitee, string $link, ?string $emailAddress = null): void
+    {
+        $this->sendInternal($entity, $invitee, $link, self::TYPE_INVITATION, $emailAddress);
+    }
+
+    /**
+     * @throws SendingError
+     */
+    public function sendCancellation(Entity $entity, Entity $invitee, string $link, ?string $emailAddress = null): void
+    {
+        $this->sendInternal($entity, $invitee, $link, self::TYPE_CANCELLATION, $emailAddress);
+    }
+
+    /**
+     * @throws SendingError
+     */
+    private function sendInternal(
+        Entity $entity,
+        Entity $invitee,
+        string $link,
+        string $type,
+        ?string $emailAddress,
+    ): void {
+
+        $uid = $type === self::TYPE_INVITATION ? $this->createUniqueId($entity, $invitee, $link) : null;
+
+        /** @var ?string $emailAddress */
+        $emailAddress ??= $invitee->get(Field::EMAIL_ADDRESS);
+
+        if (!$emailAddress) {
+            return;
+        }
+
+        $htmlizer = $invitee instanceof User ?
+            $this->htmlizerFactory->createForUser($invitee) :
+            $this->htmlizerFactory->createNoAcl();
+
+        $data = $this->prepareData($entity, $uid, $invitee);
+
+        $subjectTpl = $this->templateFileManager->getTemplate($type, 'subject', $entity->getEntityType(), 'Crm');
+        $subjectTpl = str_replace(["\n", "\r"], '', $subjectTpl);
+
+        $bodyTpl = $this->templateFileManager->getTemplate($type, 'body', $entity->getEntityType(), 'Crm');
+
+        $subject = $htmlizer->render(
+            $entity,
+            $subjectTpl,
+            "$type-email-subject-{$entity->getEntityType()}",
+            $data,
+            true,
+            true
+        );
+
+        $body = $htmlizer->render(
+            $entity,
+            $bodyTpl,
+            "$type-email-body-{$entity->getEntityType()}",
+            $data,
+            false,
+            true
+        );
+
+        $email = $this->entityManager->getRDBRepositoryByClass(Email::class)->getNew();
+
+        $email
+            ->addToAddress($emailAddress)
+            ->setSubject($subject)
+            ->setBody($body)
+            ->setIsHtml()
+            ->setParent(LinkParent::createFromEntity($entity));
+
+        $attachmentName = ucwords($this->language->translateLabel($entity->getEntityType(), 'scopeNames')) . '.ics';
+
+        $attachment = $this->entityManager->getRDBRepositoryByClass(Attachment::class)->getNew();
+
+        $attachment
+            ->setName($attachmentName)
+            ->setType('text/calendar')
+            ->setContents($this->getIcsContents($entity, $type));
+
+        $sender = $this->emailSender->create();
+
+        if ($this->smtpParams) {
+            $sender->withSmtpParams($this->smtpParams);
+        }
+
+        $sender
+            ->withAttachments([$attachment])
+            ->send($email);
+    }
+
+    private function createUniqueId(Entity $entity, Entity $invitee, string $link): UniqueId
+    {
+        $uid = $this->entityManager->getRDBRepositoryByClass(UniqueId::class)->getNew();
+
+        $uid->setData([
+            'eventType' => $entity->getEntityType(),
+            'eventId' => $entity->getId(),
+            'inviteeId' => $invitee->getId(),
+            'inviteeType' => $invitee->getEntityType(),
+            'link' => $link,
+            'dateStart' => $entity->get('dateStart'),
+        ]);
+
+        if ($entity->get('dateEnd')) {
+            $terminateAt = $entity->get('dateEnd');
+        } else {
+            $dt = new DateTime();
+            $dt->modify('+1 month');
+
+            $terminateAt = $dt->format(DateTimeUtil::SYSTEM_DATE_TIME_FORMAT);
+        }
+
+        $uid->setTarget(LinkParent::createFromEntity($entity));
+        $uid->setTerminateAt(DateTimeField::fromString($terminateAt));
+
+        $this->entityManager->saveEntity($uid);
+
+        return $uid;
+    }
+
+    protected function getIcsContents(Entity $entity, string $type): string
+    {
+        /** @var ?User $user */
+        $user = $this->entityManager
+            ->getRelation($entity, Field::ASSIGNED_USER)
+            ->findOne();
+
+        $addressList = [];
+
+        $organizerName = null;
+        $organizerAddress = null;
+
+        if ($user) {
+            $organizerName = $user->getName();
+            $organizerAddress = $user->getEmailAddress();
+
+            if ($organizerAddress) {
+                $addressList[] = $organizerAddress;
+            }
+        }
+
+        $status = $type === self::TYPE_CANCELLATION ?
+            Ics::STATUS_CANCELLED :
+            Ics::STATUS_CONFIRMED;
+
+        $method = $type === self::TYPE_CANCELLATION ?
+            Ics::METHOD_CANCEL :
+            Ics::METHOD_REQUEST;
+
+        $attendees = [];
+
+        $uid = $entity->getId();
+
+        if ($entity instanceof Meeting || $entity instanceof Call) {
+            $attendees = $this->getAttendees($entity, $addressList);
+
+            $uid = $entity->getUid() ?? $uid;
+        }
+
+        $ics = new Ics('//EspoCRM//EspoCRM Calendar//EN', [
+            'method' => $method,
+            'status' => $status,
+            'startDate' => strtotime($entity->get('dateStart')),
+            'endDate' => strtotime($entity->get('dateEnd')),
+            'uid' => $uid,
+            'summary' => $entity->get(Field::NAME),
+            'organizer' => $organizerAddress ? [$organizerAddress, $organizerName] : null,
+            'attendees' => $attendees,
+            'description' => $entity->get('description'),
+        ]);
+
+        return $ics->get();
+    }
+
+    /**
+     * @return array<string, mixed>
+     */
+    private function prepareData(Entity $entity, ?UniqueId $uid, Entity $invitee): array
+    {
+        $data = [];
+
+        $siteUrl = $this->applicationConfig->getSiteUrl();
+
+        $data['recordUrl'] = "$siteUrl/#{$entity->getEntityType()}/view/{$entity->getId()}";
+
+        if ($uid) {
+            $part = "$siteUrl?entryPoint=eventConfirmation&action=";
+
+            $data['acceptLink'] = $part . 'accept&uid=' . $uid->getIdValue();
+            $data['declineLink'] = $part . 'decline&uid=' . $uid->getIdValue();
+            $data['tentativeLink'] = $part . 'tentative&uid=' . $uid->getIdValue();
+        }
+
+        if ($invitee instanceof User) {
+            $data['isUser'] = true;
+        }
+
+        $data['inviteeName'] = $invitee->get(Field::NAME);
+        $data['entityType'] = $this->language->translateLabel($entity->getEntityType(), 'scopeNames');
+        $data['entityTypeLowerFirst'] = Util::mbLowerCaseFirst($data['entityType']);
+
+        [$timeZone, $language] = $this->getTimeZoneAndLanguage($invitee);
+
+        $data['timeZone'] = $timeZone;
+        $data['dateStartFull'] = $this->prepareDateStartFull($entity, $timeZone, $language);
+
+        return $data;
+    }
+
+    /**
+     * @param string[] $addressList
+     * @return array{string, ?string}[]
+     */
+    private function getAttendees(Meeting|Call $entity, array $addressList): array
+    {
+        $attendees = [];
+
+        /** @var iterable<User> $users */
+        $users = $this->entityManager
+            ->getRelation($entity, Meeting::LINK_USERS)
+            ->find();
+
+        foreach ($users as $it) {
+            $address = $it->getEmailAddress();
+
+            if ($address && !in_array($address, $addressList)) {
+                $addressList[] = $address;
+                $attendees[] = [$address, $it->getName()];
+            }
+        }
+
+        /** @var iterable<Contact> $contacts */
+        $contacts = $this->entityManager
+            ->getRelation($entity, Meeting::LINK_CONTACTS)
+            ->find();
+
+        foreach ($contacts as $it) {
+            $address = $it->getEmailAddress();
+
+            if ($address && !in_array($address, $addressList)) {
+                $addressList[] = $address;
+                $attendees[] = [$address, $it->getName()];
+            }
+        }
+
+        /** @var iterable<Lead> $leads */
+        $leads = $this->entityManager
+            ->getRelation($entity, Meeting::LINK_LEADS)
+            ->find();
+
+        foreach ($leads as $it) {
+            $address = $it->getEmailAddress();
+
+            if ($address && !in_array($address, $addressList)) {
+                $addressList[] = $address;
+                $attendees[] = [$address, $it->getName()];
+            }
+        }
+
+        return $attendees;
+    }
+
+    /**
+     * @return array{string, string}
+     */
+    private function getTimeZoneAndLanguage(Entity $invitee): array
+    {
+        $timeZone = $this->applicationConfig->getTimeZone();
+        $language = $this->applicationConfig->getLanguage();
+
+        if ($invitee instanceof User) {
+            $preferences = $this->entityManager
+                ->getRepositoryByClass(Preferences::class)
+                ->getById($invitee->getId());
+
+            if ($preferences && $preferences->getTimeZone()) {
+                $timeZone = $preferences->getTimeZone();
+            }
+
+            if ($preferences && $preferences->getLanguage()) {
+                $language = $preferences->getLanguage();
+            }
+        }
+
+        return [$timeZone, $language];
+    }
+
+    /**
+     * @todo Take into account the invitees time format if a user.
+     */
+    private function prepareDateStartFull(Entity $entity, string $timeZone, string $language): ?string
+    {
+        $format = "dddd, MMMM Do, YYYY";
+
+        if ($entity->get('dateStartDate')) {
+            $value = $entity->get('dateStartDate');
+
+            return $this->dateTime->convertSystemDate($value, $format, $language);
+        }
+
+        $value = $entity->get('dateStart');
+
+        if (!$value) {
+            return null;
+        }
+
+        $format = $this->applicationConfig->getTimeFormat() . ", " . $format;
+
+        return $this->dateTime->convertSystemDateTime($value, $timeZone, $format, $language);
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/Call/AccessChecker.php

@@ -0,0 +1,87 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\Call;
+
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Call;
+use Espo\ORM\Entity;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Acl\AccessEntityCREDSChecker;
+use Espo\Core\Acl\DefaultAccessChecker;
+use Espo\Core\Acl\ScopeData;
+use Espo\Core\Acl\Table;
+use Espo\Core\Acl\Traits\DefaultAccessCheckerDependency;
+
+/**
+ * @implements AccessEntityCREDSChecker<Call>
+ */
+class AccessChecker implements AccessEntityCREDSChecker
+{
+    use DefaultAccessCheckerDependency;
+
+    public function __construct(DefaultAccessChecker $defaultAccessChecker)
+    {
+        $this->defaultAccessChecker = $defaultAccessChecker;
+    }
+
+    public function checkEntityRead(User $user, Entity $entity, ScopeData $data): bool
+    {
+        if ($this->defaultAccessChecker->checkEntityRead($user, $entity, $data)) {
+            return true;
+        }
+
+        assert($entity instanceof CoreEntity);
+
+        if ($data->getRead() === Table::LEVEL_OWN || $data->getRead() === Table::LEVEL_TEAM) {
+            if ($entity->hasLinkMultipleId('users', $user->getId())) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+
+    public function checkEntityStream(User $user, Entity $entity, ScopeData $data): bool
+    {
+        if ($this->defaultAccessChecker->checkEntityStream($user, $entity, $data)) {
+            return true;
+        }
+
+        assert($entity instanceof CoreEntity);
+
+        if ($data->getStream() === Table::LEVEL_OWN || $data->getRead() === Table::LEVEL_TEAM) {
+            if ($entity->hasLinkMultipleId('users', $user->getId())) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/CampaignLogRecord/OwnershipChecker.php

@@ -0,0 +1,82 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\CampaignLogRecord;
+
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\CampaignLogRecord;
+use Espo\ORM\Entity;
+use Espo\Core\Acl\OwnershipOwnChecker;
+use Espo\Core\Acl\OwnershipTeamChecker;
+use Espo\Core\AclManager;
+use Espo\Core\ORM\EntityManager;
+
+/**
+ * @implements OwnershipOwnChecker<CampaignLogRecord>
+ * @implements OwnershipTeamChecker<CampaignLogRecord>
+ */
+class OwnershipChecker implements OwnershipOwnChecker, OwnershipTeamChecker
+{
+    public function __construct(private AclManager $aclManager, private EntityManager $entityManager)
+    {}
+
+    public function checkOwn(User $user, Entity $entity): bool
+    {
+        $campaignId = $entity->get('campaignId');
+
+        if (!$campaignId) {
+            return false;
+        }
+
+        $campaign = $this->entityManager->getEntityById('Campaign', $campaignId);
+
+        if ($campaign && $this->aclManager->checkOwnershipOwn($user, $campaign)) {
+            return true;
+        }
+
+        return false;
+    }
+
+    public function checkTeam(User $user, Entity $entity): bool
+    {
+        $campaignId = $entity->get('campaignId');
+
+        if (!$campaignId) {
+            return false;
+        }
+
+        $campaign = $this->entityManager->getEntityById('Campaign', $campaignId);
+
+        if ($campaign && $this->aclManager->checkOwnershipTeam($user, $campaign)) {
+            return true;
+        }
+
+        return false;
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/CampaignTrackingUrl/OwnershipChecker.php

@@ -0,0 +1,82 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\CampaignTrackingUrl;
+
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\CampaignTrackingUrl;
+use Espo\ORM\Entity;
+use Espo\Core\Acl\OwnershipOwnChecker;
+use Espo\Core\Acl\OwnershipTeamChecker;
+use Espo\Core\AclManager;
+use Espo\Core\ORM\EntityManager;
+
+/**
+ * @implements OwnershipOwnChecker<CampaignTrackingUrl>
+ * @implements OwnershipTeamChecker<CampaignTrackingUrl>
+ */
+class OwnershipChecker implements OwnershipOwnChecker, OwnershipTeamChecker
+{
+    public function __construct(private AclManager $aclManager, private EntityManager $entityManager)
+    {}
+
+    public function checkOwn(User $user, Entity $entity): bool
+    {
+        $campaignId = $entity->get('campaignId');
+
+        if (!$campaignId) {
+            return false;
+        }
+
+        $campaign = $this->entityManager->getEntityById('Campaign', $campaignId);
+
+        if ($campaign && $this->aclManager->checkOwnershipOwn($user, $campaign)) {
+            return true;
+        }
+
+        return false;
+    }
+
+    public function checkTeam(User $user, Entity $entity): bool
+    {
+        $campaignId = $entity->get('campaignId');
+
+        if (!$campaignId) {
+            return false;
+        }
+
+        $campaign = $this->entityManager->getEntityById('Campaign', $campaignId);
+
+        if ($campaign && $this->aclManager->checkOwnershipTeam($user, $campaign)) {
+            return true;
+        }
+
+        return false;
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/Case/LinkCheckers/AccountLinkChecker.php

@@ -0,0 +1,89 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\Case\LinkCheckers;
+
+use Espo\Core\Acl\LinkChecker;
+use Espo\Core\AclManager;
+use Espo\Entities\Email;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\Modules\Crm\Entities\CaseObj;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements LinkChecker<CaseObj, Account>
+ * @noinspection PhpUnused
+ */
+class AccountLinkChecker implements LinkChecker
+{
+    public function __construct(
+        private AclManager $aclManager,
+        private EntityManager $entityManager
+    ) {}
+
+    public function check(User $user, Entity $entity, Entity $foreignEntity): bool
+    {
+        if ($this->aclManager->checkEntityRead($user, $foreignEntity)) {
+            return true;
+        }
+
+        if (!$entity->isNew()) {
+            return false;
+        }
+
+        $emailId = $entity->get('originalEmailId');
+
+        if (!$emailId) {
+            return false;
+        }
+
+        $email = $this->entityManager->getRepositoryByClass(Email::class)->getById($emailId);
+
+        if (!$email) {
+            return false;
+        }
+
+        $parent = $email->getParent();
+
+        if (!$parent) {
+            return false;
+        }
+
+        if (
+            $parent->getEntityType() !== Account::ENTITY_TYPE ||
+            $parent->getId() !== $foreignEntity->getId()
+        ) {
+            return false;
+        }
+
+        return $this->aclManager->checkEntityRead($user, $email);
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/Case/LinkCheckers/ContactLinkChecker.php

@@ -0,0 +1,89 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\Case\LinkCheckers;
+
+use Espo\Core\Acl\LinkChecker;
+use Espo\Core\AclManager;
+use Espo\Entities\Email;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\CaseObj;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements LinkChecker<CaseObj, Contact>
+ * @noinspection PhpUnused
+ */
+class ContactLinkChecker implements LinkChecker
+{
+    public function __construct(
+        private AclManager $aclManager,
+        private EntityManager $entityManager
+    ) {}
+
+    public function check(User $user, Entity $entity, Entity $foreignEntity): bool
+    {
+        if ($this->aclManager->checkEntityRead($user, $foreignEntity)) {
+            return true;
+        }
+
+        if (!$entity->isNew()) {
+            return false;
+        }
+
+        $emailId = $entity->get('originalEmailId');
+
+        if (!$emailId) {
+            return false;
+        }
+
+        $email = $this->entityManager->getRepositoryByClass(Email::class)->getById($emailId);
+
+        if (!$email) {
+            return false;
+        }
+
+        $parent = $email->getParent();
+
+        if (!$parent) {
+            return false;
+        }
+
+        if (
+            $parent->getEntityType() !== Contact::ENTITY_TYPE ||
+            $parent->getId() !== $foreignEntity->getId()
+        ) {
+            return false;
+        }
+
+        return $this->aclManager->checkEntityRead($user, $email);
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/Case/LinkCheckers/LeadLinkChecker.php

@@ -0,0 +1,90 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\Case\LinkCheckers;
+
+use Espo\Core\Acl\LinkChecker;
+use Espo\Core\AclManager;
+use Espo\Entities\Email;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\CaseObj;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements LinkChecker<CaseObj, Lead>
+ * @noinspection PhpUnused
+ */
+class LeadLinkChecker implements LinkChecker
+{
+    public function __construct(
+        private AclManager $aclManager,
+        private EntityManager $entityManager
+    ) {}
+
+    public function check(User $user, Entity $entity, Entity $foreignEntity): bool
+    {
+        if ($this->aclManager->checkEntityRead($user, $foreignEntity)) {
+            return true;
+        }
+
+        if (!$entity->isNew()) {
+            return false;
+        }
+
+
+        $emailId = $entity->get('originalEmailId');
+
+        if (!$emailId) {
+            return false;
+        }
+
+        $email = $this->entityManager->getRepositoryByClass(Email::class)->getById($emailId);
+
+        if (!$email) {
+            return false;
+        }
+
+        $parent = $email->getParent();
+
+        if (!$parent) {
+            return false;
+        }
+
+        if (
+            $parent->getEntityType() !== Lead::ENTITY_TYPE ||
+            $parent->getId() !== $foreignEntity->getId()
+        ) {
+            return false;
+        }
+
+        return $this->aclManager->checkEntityRead($user, $email);
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/MassEmail/AccessChecker.php

@@ -0,0 +1,94 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\MassEmail;
+
+use Espo\Core\Acl\AccessEntityCREDChecker;
+use Espo\Core\Acl\DefaultAccessChecker;
+use Espo\Core\Acl\ScopeData;
+use Espo\Core\Acl\Traits\DefaultAccessCheckerDependency;
+use Espo\Core\AclManager;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\ORM\Entity;
+
+/**
+ * @implements AccessEntityCREDChecker<MassEmail>
+ */
+class AccessChecker implements AccessEntityCREDChecker
+{
+    use DefaultAccessCheckerDependency;
+
+    public function __construct(
+        DefaultAccessChecker $defaultAccessChecker,
+        private AclManager $aclManager,
+    ) {
+        $this->defaultAccessChecker = $defaultAccessChecker;
+    }
+
+    public function checkCreate(User $user, ScopeData $data): bool
+    {
+        return $this->checkEdit($user, $data);
+    }
+
+    public function checkDelete(User $user, ScopeData $data): bool
+    {
+        return $this->checkEdit($user, $data) || $this->defaultAccessChecker->checkDelete($user, $data);
+    }
+
+    public function checkEntityCreate(User $user, Entity $entity, ScopeData $data): bool
+    {
+        if ($this->defaultAccessChecker->checkEntityCreate($user, $entity, $data)) {
+            return true;
+        }
+
+        $campaign = $entity->getCampaign();
+
+        if ($campaign && $this->aclManager->checkEntityEdit($user, $campaign)) {
+            return true;
+        }
+
+        return false;
+    }
+
+    public function checkEntityDelete(User $user, Entity $entity, ScopeData $data): bool
+    {
+        if ($this->defaultAccessChecker->checkEntityDelete($user, $entity, $data)) {
+            return true;
+        }
+
+        $campaign = $entity->getCampaign();
+
+        if ($campaign && $this->aclManager->checkEntityEdit($user, $campaign)) {
+            return true;
+        }
+
+        return false;
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/MassEmail/LinkCheckers/InboundEmailLinkChecker.php

@@ -0,0 +1,48 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\MassEmail\LinkCheckers;
+
+use Espo\Core\Acl\LinkChecker;
+use Espo\Entities\InboundEmail;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\ORM\Entity;
+
+/**
+ * @implements LinkChecker<MassEmail, InboundEmail>
+ * @noinspection PhpUnused
+ */
+class InboundEmailLinkChecker implements LinkChecker
+{
+    public function check(User $user, Entity $entity, Entity $foreignEntity): bool
+    {
+        return $foreignEntity->smtpIsForMassEmail();
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/MassEmail/OwnershipChecker.php

@@ -0,0 +1,70 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\MassEmail;
+
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\ORM\Entity;
+use Espo\Core\Acl\OwnershipOwnChecker;
+use Espo\Core\Acl\OwnershipTeamChecker;
+use Espo\Core\AclManager;
+
+/**
+ * @implements OwnershipOwnChecker<MassEmail>
+ * @implements OwnershipTeamChecker<MassEmail>
+ */
+class OwnershipChecker implements OwnershipOwnChecker, OwnershipTeamChecker
+{
+    public function __construct(
+        private AclManager $aclManager,
+    ) {}
+
+    public function checkOwn(User $user, Entity $entity): bool
+    {
+        $campaign = $entity->getCampaign();
+
+        if ($campaign && $this->aclManager->checkOwnershipOwn($user, $campaign)) {
+            return true;
+        }
+
+        return false;
+    }
+
+    public function checkTeam(User $user, Entity $entity): bool
+    {
+        $campaign = $entity->getCampaign();
+
+        if ($campaign && $this->aclManager->checkOwnershipTeam($user, $campaign)) {
+            return true;
+        }
+
+        return false;
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/Meeting/AccessChecker.php

@@ -0,0 +1,87 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\Meeting;
+
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\ORM\Entity;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Acl\AccessEntityCREDSChecker;
+use Espo\Core\Acl\DefaultAccessChecker;
+use Espo\Core\Acl\ScopeData;
+use Espo\Core\Acl\Table;
+use Espo\Core\Acl\Traits\DefaultAccessCheckerDependency;
+
+/**
+ * @implements AccessEntityCREDSChecker<Meeting>
+ */
+class AccessChecker implements AccessEntityCREDSChecker
+{
+    use DefaultAccessCheckerDependency;
+
+    public function __construct(DefaultAccessChecker $defaultAccessChecker)
+    {
+        $this->defaultAccessChecker = $defaultAccessChecker;
+    }
+
+    public function checkEntityRead(User $user, Entity $entity, ScopeData $data): bool
+    {
+        if ($this->defaultAccessChecker->checkEntityRead($user, $entity, $data)) {
+            return true;
+        }
+
+        assert($entity instanceof CoreEntity);
+
+        if ($data->getRead() === Table::LEVEL_OWN || $data->getRead() === Table::LEVEL_TEAM) {
+            if ($entity->hasLinkMultipleId('users', $user->getId())) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+
+    public function checkEntityStream(User $user, Entity $entity, ScopeData $data): bool
+    {
+        if ($this->defaultAccessChecker->checkEntityStream($user, $entity, $data)) {
+            return true;
+        }
+
+        assert($entity instanceof CoreEntity);
+
+        if ($data->getStream() === Table::LEVEL_OWN || $data->getRead() === Table::LEVEL_TEAM) {
+            if ($entity->hasLinkMultipleId('users', $user->getId())) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/Meeting/AssignmentChecker.php

@@ -0,0 +1,102 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\Meeting;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\AssignmentChecker as AssignmentCheckerInterface;
+use Espo\Core\Acl\DefaultAssignmentChecker;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Call;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Name\Attribute;
+
+/**
+ * @implements AssignmentCheckerInterface<Meeting|Call>
+ */
+class AssignmentChecker implements AssignmentCheckerInterface
+{
+    public function __construct(
+        private DefaultAssignmentChecker $defaultAssignmentChecker,
+        private EntityManager $entityManager,
+        private Acl $acl
+    ) {}
+
+    public function check(User $user, Entity $entity): bool
+    {
+        if (!$this->defaultAssignmentChecker->check($user, $entity)) {
+            return false;
+        }
+
+        $userIds = $this->getUserIds($entity);
+
+        foreach ($userIds as $userId) {
+            if (!$this->acl->checkAssignmentPermission($userId)) {
+                return false;
+            }
+        }
+
+        return true;
+    }
+
+    /**
+     * @return string[]
+     */
+    private function getUserIds(Meeting|Call $entity): array
+    {
+        $userIdList = $entity->getUsers()->getIdList();
+
+        if ($entity->isNew()) {
+            return $userIdList;
+        }
+
+        $newIdList = [];
+        $existingIdList = [];
+
+        $usersCollection = $this->entityManager
+            ->getRDBRepository($entity->getEntityType())
+            ->getRelation($entity, 'users')
+            ->select(Attribute::ID)
+            ->find();
+
+        foreach ($usersCollection as $user) {
+            $existingIdList[] = $user->getId();
+        }
+
+        foreach ($userIdList as $id) {
+            if (!in_array($id, $existingIdList)) {
+                $newIdList[] = $id;
+            }
+        }
+
+        return $newIdList;
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/Task/LinkCheckers/AccountLinkChecker.php

@@ -0,0 +1,100 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\Task\LinkCheckers;
+
+use Espo\Core\Acl\LinkChecker;
+use Espo\Core\AclManager;
+use Espo\Entities\Email;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\Modules\Crm\Entities\Task;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements LinkChecker<Task, Account>
+ * @noinspection PhpUnused
+ */
+class AccountLinkChecker implements LinkChecker
+{
+    public function __construct(
+        private AclManager $aclManager,
+        private EntityManager $entityManager
+    ) {}
+
+    public function check(User $user, Entity $entity, Entity $foreignEntity): bool
+    {
+        if ($this->aclManager->checkEntityRead($user, $foreignEntity)) {
+            return true;
+        }
+
+        if (!$entity->isNew()) {
+            return false;
+        }
+
+        /** @var ?string $emailId */
+        $emailId = $entity->get('originalEmailId');
+
+        if (!$emailId) {
+            return false;
+        }
+
+        $email = $this->entityManager
+            ->getRepositoryByClass(Email::class)
+            ->getById($emailId);
+
+        if (!$email) {
+            return false;
+        }
+
+        if (
+            $email->getAccount() &&
+            $foreignEntity->getId() === $email->getAccount()->getId() &&
+            $this->aclManager->checkEntityRead($user, $email)
+        ) {
+            return true;
+        }
+
+        $parent = $email->getParent();
+
+        if (!$parent) {
+            return false;
+        }
+
+        if (
+            $parent->getEntityType() !== Account::ENTITY_TYPE ||
+            $parent->getId() !== $foreignEntity->getId()
+        ) {
+            return false;
+        }
+
+        return $this->aclManager->checkEntityRead($user, $email);
+    }
+}

application/Espo/Modules/Crm/Classes/Acl/Task/LinkCheckers/ParentLinkChecker.php

@@ -0,0 +1,91 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Acl\Task\LinkCheckers;
+
+use Espo\Core\Acl\LinkChecker;
+use Espo\Core\AclManager;
+use Espo\Entities\Email;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Task;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements LinkChecker<Task, Entity>
+ * @noinspection PhpUnused
+ */
+class ParentLinkChecker implements LinkChecker
+{
+    public function __construct(
+        private AclManager $aclManager,
+        private EntityManager $entityManager
+    ) {}
+
+    public function check(User $user, Entity $entity, Entity $foreignEntity): bool
+    {
+        if ($this->aclManager->checkEntityRead($user, $foreignEntity)) {
+            return true;
+        }
+
+        if (!$entity->isNew()) {
+            return false;
+        }
+
+        /** @var ?string $emailId */
+        $emailId = $entity->get('originalEmailId');
+
+        if (!$emailId) {
+            return false;
+        }
+
+        $email = $this->entityManager
+            ->getRepositoryByClass(Email::class)
+            ->getById($emailId);
+
+        if (!$email) {
+            return false;
+        }
+
+        $parent = $email->getParent();
+
+        if (!$parent) {
+            return false;
+        }
+
+        if (
+            $parent->getEntityType() !== $foreignEntity->getEntityType() ||
+            $parent->getId() !== $foreignEntity->getId()
+        ) {
+            return false;
+        }
+
+        return $this->aclManager->checkEntityRead($user, $email);
+    }
+}

application/Espo/Modules/Crm/Classes/AclPortal/Account/OwnershipChecker.php

@@ -0,0 +1,54 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\AclPortal\Account;
+
+use Espo\Entities\User;
+
+use Espo\Modules\Crm\Entities\Account;
+use Espo\ORM\Entity;
+
+use Espo\Core\Portal\Acl\OwnershipAccountChecker;
+
+/**
+ * @implements OwnershipAccountChecker<Account>
+ */
+class OwnershipChecker implements OwnershipAccountChecker
+{
+    public function checkAccount(User $user, Entity $entity): bool
+    {
+        $accountIdList = $user->getLinkMultipleIdList('accounts');
+
+        if (in_array($entity->getId(), $accountIdList)) {
+            return true;
+        }
+
+        return false;
+    }
+}

application/Espo/Modules/Crm/Classes/AclPortal/Case/OwnershipChecker.php

@@ -0,0 +1,75 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\AclPortal\Case;
+
+use Espo\Core\Acl\OwnershipOwnChecker;
+use Espo\Core\Portal\Acl\DefaultOwnershipChecker;
+use Espo\Core\Portal\Acl\OwnershipAccountChecker;
+use Espo\Core\Portal\Acl\OwnershipContactChecker;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\CaseObj;
+use Espo\ORM\Entity;
+
+/**
+ * @implements OwnershipAccountChecker<CaseObj>
+ * @implements OwnershipOwnChecker<CaseObj>
+ * @implements OwnershipContactChecker<CaseObj>
+ */
+class OwnershipChecker implements OwnershipOwnChecker, OwnershipAccountChecker, OwnershipContactChecker
+{
+    public function __construct(private DefaultOwnershipChecker $defaultOwnershipChecker) {}
+
+    public function checkAccount(User $user, Entity $entity): bool
+    {
+        if ($entity->isInternal()) {
+            return false;
+        }
+
+        return $this->defaultOwnershipChecker->checkAccount($user, $entity);
+    }
+
+    public function checkContact(User $user, Entity $entity): bool
+    {
+        if ($entity->isInternal()) {
+            return false;
+        }
+
+        return $this->defaultOwnershipChecker->checkContact($user, $entity);
+    }
+
+    public function checkOwn(User $user, Entity $entity): bool
+    {
+        if ($entity->isInternal()) {
+            return false;
+        }
+
+        return $this->defaultOwnershipChecker->checkOwn($user, $entity);
+    }
+}

application/Espo/Modules/Crm/Classes/AclPortal/Contact/OwnershipChecker.php

@@ -0,0 +1,64 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\AclPortal\Contact;
+
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\ORM\Entity;
+use Espo\Core\Portal\Acl\DefaultOwnershipChecker;
+use Espo\Core\Portal\Acl\OwnershipAccountChecker;
+use Espo\Core\Portal\Acl\OwnershipContactChecker;
+
+/**
+ * @implements OwnershipAccountChecker<Contact>
+ * @implements OwnershipContactChecker<Contact>
+ */
+class OwnershipChecker implements OwnershipAccountChecker, OwnershipContactChecker
+{
+    public function __construct(private DefaultOwnershipChecker $defaultOwnershipChecker) {}
+
+    public function checkContact(User $user, Entity $entity): bool
+    {
+        $contactId = $user->get('contactId');
+
+        if ($contactId) {
+            if ($entity->getId() === $contactId) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+
+    public function checkAccount(User $user, Entity $entity): bool
+    {
+        return $this->defaultOwnershipChecker->checkAccount($user, $entity);
+    }
+}

application/Espo/Modules/Crm/Classes/AclPortal/KnowledgeBaseArticle/AccessChecker.php

@@ -0,0 +1,81 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\AclPortal\KnowledgeBaseArticle;
+
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\KnowledgeBaseArticle;
+use Espo\ORM\Entity;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Acl\AccessEntityCREDChecker;
+use Espo\Core\Acl\ScopeData;
+use Espo\Core\Portal\Acl\DefaultAccessChecker;
+use Espo\Core\Portal\Acl\Traits\DefaultAccessCheckerDependency;
+
+/**
+ * @implements AccessEntityCREDChecker<KnowledgeBaseArticle>
+ */
+class AccessChecker implements AccessEntityCREDChecker
+{
+    use DefaultAccessCheckerDependency;
+
+    public function __construct(
+        DefaultAccessChecker $defaultAccessChecker,
+        private Metadata $metadata
+    ) {
+        $this->defaultAccessChecker = $defaultAccessChecker;
+    }
+
+    public function checkEntityRead(User $user, Entity $entity, ScopeData $data): bool
+    {
+        if (!$this->defaultAccessChecker->checkEntityRead($user, $entity, $data)) {
+            return false;
+        }
+
+        $statusList = $this->metadata->get("entityDefs.KnowledgeBaseArticle.fields.status.activeOptions") ??
+            [KnowledgeBaseArticle::STATUS_PUBLISHED];
+
+        if (!in_array($entity->getStatus(), $statusList)) {
+            return false;
+        }
+
+        assert($entity instanceof CoreEntity);
+
+        $portalIdList = $entity->getLinkMultipleIdList('portals');
+
+        $portalId = $user->get('portalId');
+
+        if (!$portalId) {
+            return false;
+        }
+
+        return in_array($portalId, $portalIdList);
+    }
+}

application/Espo/Modules/Crm/Classes/AssignmentNotificators/Meeting.php

@@ -0,0 +1,135 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\AssignmentNotificators;
+
+use Espo\Core\Field\LinkParent;
+use Espo\Core\Notification\AssignmentNotificator;
+use Espo\Core\Notification\AssignmentNotificator\Params;
+use Espo\Core\Notification\DefaultAssignmentNotificator;
+use Espo\Core\Notification\UserEnabledChecker;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\Notification;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Call;
+use Espo\Modules\Crm\Entities\Meeting as MeetingEntity;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements AssignmentNotificator<MeetingEntity|Call>
+ */
+class Meeting implements AssignmentNotificator
+{
+    private const ATTR_USERS_IDS = 'usersIds';
+    private const NOTIFICATION_TYPE_EVENT_ATTENDEE = 'EventAttendee';
+
+    public function __construct(
+        private DefaultAssignmentNotificator $defaultAssignmentNotificator,
+        private UserEnabledChecker $userEnabledChecker,
+        private EntityManager $entityManager,
+        private User $user,
+        private Metadata $metadata,
+    ) {}
+
+    public function process(Entity $entity, Params $params): void
+    {
+        // Default assignment notifications not needed if stream is enabled.
+        if (!$this->hasStream($entity->getEntityType())) {
+            $this->defaultAssignmentNotificator->process($entity, $params);
+        }
+
+        if ($entity->getStatus() !== MeetingEntity::STATUS_PLANNED) {
+            return;
+        }
+
+        if (!$entity->isAttributeChanged(self::ATTR_USERS_IDS)) {
+            return;
+        }
+
+        /** @var string[] $prevIds */
+        $prevIds = $entity->getFetched(self::ATTR_USERS_IDS) ?? [];
+        $ids = $entity->getUsers()->getIdList();
+
+        $newIds = array_filter($ids, fn ($id) => !in_array($id, $prevIds));
+
+        $assignedUser = $entity->getAssignedUser();
+
+        if ($assignedUser) {
+            $newIds = array_filter($newIds, fn($id) => $id !== $assignedUser->getId());
+        }
+
+        $newIds = array_values($newIds);
+
+        foreach ($newIds as $id) {
+            $this->processForUser($entity, $id, $params);
+        }
+    }
+
+    private function processForUser(MeetingEntity|Call $entity, string $userId, Params $params): void
+    {
+        if (!$this->userEnabledChecker->checkAssignment($entity->getEntityType(), $userId)) {
+            return;
+        }
+
+        $createdBy = $entity->getCreatedBy();
+        $modifiedBy = $entity->getModifiedBy();
+
+        $isSelfAssignment = $entity->isNew() ?
+            $createdBy && $userId ===  $createdBy->getId() :
+            $modifiedBy && $userId === $modifiedBy->getId();
+
+        if ($isSelfAssignment) {
+            return;
+        }
+
+        $notification = $this->entityManager->getRDBRepositoryByClass(Notification::class)->getNew();
+
+        $notification
+            ->setType(self::NOTIFICATION_TYPE_EVENT_ATTENDEE)
+            ->setUserId($userId)
+            ->setRelated(LinkParent::createFromEntity($entity))
+            ->setData([
+                'entityType' => $entity->getEntityType(),
+                'entityId' => $entity->getId(),
+                'entityName' => $entity->getName(),
+                'isNew' => $entity->isNew(),
+                'userId' => $this->user->getId(),
+                'userName' => $this->user->getName(),
+            ])
+            ->setActionId($params->getActionId());
+
+        $this->entityManager->saveEntity($notification);
+    }
+
+    private function hasStream(string $entityType): bool
+    {
+        return (bool) $this->metadata->get(['scopes', $entityType, 'stream']);
+    }
+}

application/Espo/Modules/Crm/Classes/EmailNotificationHandlers/CaseObj.php

@@ -0,0 +1,86 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\EmailNotificationHandlers;
+
+use Espo\Core\Notification\EmailNotificationHandler;
+
+use Espo\Core\Mail\SenderParams;
+use Espo\Entities\InboundEmail;
+use Espo\ORM\Entity;
+use Espo\Entities\User;
+use Espo\Entities\Email;
+
+use Espo\ORM\EntityManager;
+
+class CaseObj implements EmailNotificationHandler
+{
+    /**
+     * @var array<string,\Espo\Entities\InboundEmail|null>
+     */
+    private $inboundEmailEntityHash = [];
+
+    private EntityManager $entityManager;
+
+    public function __construct(EntityManager $entityManager)
+    {
+        $this->entityManager = $entityManager;
+    }
+
+    public function prepareEmail(Email $email, Entity $entity, User $user): void {}
+
+    public function getSenderParams(Entity $entity, User $user): ?SenderParams
+    {
+        /** @var ?string $inboundEmailId */
+        $inboundEmailId = $entity->get('inboundEmailId');
+
+        if (!$inboundEmailId) {
+            return null;
+        }
+
+        if (!array_key_exists($inboundEmailId, $this->inboundEmailEntityHash)) {
+            $this->inboundEmailEntityHash[$inboundEmailId] =
+                $this->entityManager->getEntityById(InboundEmail::ENTITY_TYPE, $inboundEmailId);
+        }
+
+        $inboundEmail = $this->inboundEmailEntityHash[$inboundEmailId];
+
+        if (!$inboundEmail) {
+            return null;
+        }
+
+        $emailAddress = $inboundEmail->get('emailAddress');
+
+        if (!$emailAddress) {
+            return null;
+        }
+
+        return SenderParams::create()->withReplyToAddress($emailAddress);
+    }
+}

application/Espo/Modules/Crm/Classes/FieldDuplicators/Meeting/Attendees.php

@@ -0,0 +1,42 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldDuplicators\Meeting;
+
+use Espo\Core\Record\Duplicator\FieldDuplicator;
+use Espo\ORM\Entity;
+use stdClass;
+
+class Attendees implements FieldDuplicator
+{
+    public function duplicate(Entity $entity, string $field): stdClass
+    {
+        return (object) [$field . 'Columns' => null];
+    }
+}

application/Espo/Modules/Crm/Classes/FieldProcessing/Call/PhoneNumberMapLoader.php

@@ -0,0 +1,105 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldProcessing\Call;
+
+use Espo\Modules\Crm\Entities\Call;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\ORM\Entity;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\FieldProcessing\Loader;
+use Espo\Core\FieldProcessing\Loader\Params;
+use Espo\Core\ORM\EntityManager;
+
+use Espo\ORM\Name\Attribute;
+use stdClass;
+
+/**
+ * @implements Loader<Call>
+ */
+class PhoneNumberMapLoader implements Loader
+{
+    private const ERASED_PART = 'ERASED:';
+
+    public function __construct(private EntityManager $entityManager)
+    {}
+
+    public function process(Entity $entity, Params $params): void
+    {
+        $map = (object) [];
+
+        assert($entity instanceof CoreEntity);
+
+        $contactIdList = $entity->getLinkMultipleIdList(Meeting::LINK_CONTACTS);
+
+        if (count($contactIdList)) {
+            $this->populate($map, Contact::ENTITY_TYPE, $contactIdList);
+        }
+
+        $leadIdList = $entity->getLinkMultipleIdList(Meeting::LINK_LEADS);
+
+        if (count($leadIdList)) {
+            $this->populate($map, Lead::ENTITY_TYPE, $leadIdList);
+        }
+
+        $entity->set('phoneNumbersMap', $map);
+    }
+
+    /**
+     * @param string[] $idList
+     */
+    private function populate(stdClass $map, string $entityType, array $idList): void
+    {
+        $entityList = $this->entityManager
+            ->getRDBRepository($entityType)
+            ->where([
+                Attribute::ID => $idList,
+            ])
+            ->select([Attribute::ID, 'phoneNumber'])
+            ->find();
+
+        foreach ($entityList as $entity) {
+            $phoneNumber = $entity->get('phoneNumber');
+
+            if (!$phoneNumber) {
+                continue;
+            }
+
+            if (str_starts_with($phoneNumber, self::ERASED_PART)) {
+                continue;
+            }
+
+            $key = $entity->getEntityType() . '_' . $entity->getId();
+
+            $map->$key = $phoneNumber;
+        }
+    }
+}

application/Espo/Modules/Crm/Classes/FieldProcessing/Campaign/StatsLoader.php

@@ -0,0 +1,264 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldProcessing\Campaign;
+
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\Modules\Crm\Entities\CampaignLogRecord;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\Modules\Crm\Entities\Opportunity;
+use Espo\ORM\Entity;
+
+use Espo\Core\Acl;
+use Espo\Core\Currency\ConfigDataProvider as CurrencyConfigDataProvider;
+use Espo\Core\FieldProcessing\Loader;
+use Espo\Core\FieldProcessing\Loader\Params;
+use Espo\Core\ORM\EntityManager;
+
+use Espo\ORM\Query\Part\Condition;
+use Espo\ORM\Query\Part\Expression;
+use Espo\ORM\Query\Part\Join;
+use Espo\ORM\Query\SelectBuilder;
+use PDO;
+
+use const PHP_ROUND_HALF_EVEN;
+
+/**
+ * @implements Loader<Campaign>
+ */
+class StatsLoader implements Loader
+{
+    private EntityManager $entityManager;
+    private Acl $acl;
+    private CurrencyConfigDataProvider $currencyDataProvider;
+
+    public function __construct(
+        EntityManager $entityManager,
+        Acl $acl,
+        CurrencyConfigDataProvider $currencyDataProvider
+    ) {
+        $this->entityManager = $entityManager;
+        $this->acl = $acl;
+        $this->currencyDataProvider = $currencyDataProvider;
+    }
+
+    public function process(Entity $entity, Params $params): void
+    {
+        $sentCount = $this->entityManager
+            ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+            ->where([
+                'campaignId' => $entity->getId(),
+                'action' => CampaignLogRecord::ACTION_SENT,
+                'isTest' => false,
+            ])
+            ->count();
+
+        if (!$sentCount) {
+            $sentCount = null;
+        }
+
+        $entity->set('sentCount', $sentCount);
+
+        $openedCount = $this->entityManager
+            ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+            ->where([
+                'campaignId' => $entity->getId(),
+                'action' => CampaignLogRecord::ACTION_OPENED,
+                'isTest' => false,
+            ])
+            ->count();
+
+        $entity->set('openedCount', $openedCount);
+
+        $openedPercentage = null;
+
+        if ($sentCount > 0) {
+            $openedPercentage = round($openedCount / $sentCount * 100, 2, PHP_ROUND_HALF_EVEN);
+        }
+
+        $entity->set('openedPercentage', $openedPercentage);
+
+        $clickedCount = $this->entityManager
+            ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+            ->clone(
+                SelectBuilder::create()
+                    ->from(CampaignLogRecord::ENTITY_TYPE)
+                    ->leftJoin(
+                        Join::createWithTableTarget(CampaignLogRecord::ENTITY_TYPE, 'b')
+                            ->withConditions(
+                                Condition::and(
+                                    Condition::equal(
+                                        Expression::column('queueItemId'),
+                                        Expression::column('b.queueItemId'),
+                                    ),
+                                    Condition::greater(
+                                        Expression::column('b.id'),
+                                        Expression::column('id'),
+                                    ),
+                                    Condition::equal(
+                                        Expression::create('b.action'),
+                                        CampaignLogRecord::ACTION_CLICKED
+                                    ),
+                                    Condition::equal(
+                                        Expression::create('b.isTest'),
+                                        false
+                                    )
+                                )
+                            )
+                    )
+                    ->where([
+                        'campaignId' => $entity->getId(),
+                        'action' => CampaignLogRecord::ACTION_CLICKED,
+                        'isTest' => false,
+                        'b.id' => null,
+                    ])
+                    ->build()
+            )
+            ->count();
+
+        $entity->set('clickedCount', $clickedCount);
+
+        $clickedPercentage = null;
+
+        if ($sentCount > 0) {
+            $clickedPercentage = round(
+                $clickedCount / $sentCount * 100, 2,
+                PHP_ROUND_HALF_EVEN
+            );
+        }
+
+        $entity->set('clickedPercentage', $clickedPercentage);
+
+        $optedInCount = $this->entityManager
+            ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+            ->where([
+                'campaignId' => $entity->getId(),
+                'action' => CampaignLogRecord::ACTION_OPTED_IN,
+                'isTest' => false,
+            ])
+            ->count();
+
+        if (!$optedInCount) {
+            $optedInCount = null;
+        }
+
+        $entity->set('optedInCount', $optedInCount);
+
+        $optedOutCount = $this->entityManager
+            ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+            ->where([
+                'campaignId' => $entity->getId(),
+                'action' => CampaignLogRecord::ACTION_OPTED_OUT,
+                'isTest' => false,
+            ])
+            ->count();
+
+        $entity->set('optedOutCount', $optedOutCount);
+
+        $optedOutPercentage = null;
+
+        if ($sentCount > 0) {
+            $optedOutPercentage = round(
+                $optedOutCount / $sentCount * 100, 2,
+                PHP_ROUND_HALF_EVEN
+            );
+        }
+
+        $entity->set('optedOutPercentage', $optedOutPercentage);
+
+        $bouncedCount = $this->entityManager
+            ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+            ->where([
+                'campaignId' => $entity->getId(),
+                'action' => CampaignLogRecord::ACTION_BOUNCED,
+                'isTest' => false,
+            ])
+            ->count();
+
+        $entity->set('bouncedCount', $bouncedCount);
+
+        $bouncedPercentage = null;
+
+        if ($sentCount && $sentCount > 0) {
+            $bouncedPercentage = round(
+                $bouncedCount / $sentCount * 100, 2,
+                PHP_ROUND_HALF_EVEN
+            );
+        }
+
+        $entity->set('bouncedPercentage', $bouncedPercentage);
+
+        if ($this->acl->check(Lead::ENTITY_TYPE)) {
+            $leadCreatedCount = $this->entityManager
+                ->getRDBRepository(Lead::ENTITY_TYPE)
+                ->where([
+                    'campaignId' => $entity->getId(),
+                ])
+                ->count();
+
+            if (!$leadCreatedCount) {
+                $leadCreatedCount = null;
+            }
+
+            $entity->set('leadCreatedCount', $leadCreatedCount);
+        }
+
+        if ($this->acl->check(Opportunity::ENTITY_TYPE)) {
+            $entity->set('revenueCurrency', $this->currencyDataProvider->getDefaultCurrency());
+
+            $query = $this->entityManager
+                ->getQueryBuilder()
+                ->select()
+                ->from(Opportunity::ENTITY_TYPE)
+                ->select(['SUM:amountConverted'])
+                ->where([
+                    'stage' => Opportunity::STAGE_CLOSED_WON,
+                    'campaignId' => $entity->getId(),
+                ])
+                ->group('opportunity.campaignId')
+                ->build();
+
+            $sth = $this->entityManager->getQueryExecutor()->execute($query);
+
+            $revenue = null;
+
+            $row = $sth->fetch(PDO::FETCH_ASSOC);
+
+            if ($row) {
+                $revenue = floatval($row['SUM:amountConverted']);
+            }
+
+            if (!$revenue) {
+                $revenue = null;
+            }
+
+            $entity->set('revenue', $revenue);
+        }
+    }
+}

application/Espo/Modules/Crm/Classes/FieldProcessing/Meeting/AcceptanceStatusLoader.php

@@ -0,0 +1,84 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldProcessing\Meeting;
+
+use Espo\Entities\User;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+use Espo\Core\FieldProcessing\Loader;
+use Espo\Core\FieldProcessing\Loader\Params;
+
+/**
+ * @implements Loader<\Espo\Core\ORM\Entity>
+ */
+class AcceptanceStatusLoader implements Loader
+{
+    private EntityManager $entityManager;
+    private User $user;
+
+    private const ATTR_ACCEPTANCE_STATUS = 'acceptanceStatus';
+
+    public function __construct(EntityManager $entityManager, User $user)
+    {
+        $this->entityManager = $entityManager;
+        $this->user = $user;
+    }
+
+    public function process(Entity $entity, Params $params): void
+    {
+        if (!$params->hasInSelect(self::ATTR_ACCEPTANCE_STATUS)) {
+            return;
+        }
+
+        if ($entity->has(self::ATTR_ACCEPTANCE_STATUS)) {
+            return;
+        }
+
+        $attribute = self::ATTR_ACCEPTANCE_STATUS;
+
+        $user = $this->entityManager
+            ->getRDBRepository($entity->getEntityType())
+            ->getRelation($entity, 'users')
+            ->where([
+                'id' => $this->user->getId(),
+            ])
+            ->select([$attribute])
+            ->findOne();
+
+        $value = null;
+
+        if ($user) {
+            $value = $user->get($attribute);
+        }
+
+        $entity->set(self::ATTR_ACCEPTANCE_STATUS, $value);
+    }
+}

application/Espo/Modules/Crm/Classes/FieldProcessing/Meeting/SourceEmailSaver.php

@@ -0,0 +1,94 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldProcessing\Meeting;
+
+use Espo\Entities\Email;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\Core\FieldProcessing\Saver;
+use Espo\Core\FieldProcessing\Saver\Params;
+use Espo\Core\Mail\Event\EventFactory;
+
+use ICal\ICal;
+
+/**
+ * @implements Saver<Meeting>
+ */
+class SourceEmailSaver implements Saver
+{
+    public function __construct(private EntityManager $entityManager)
+    {}
+
+    /**
+     * @param Meeting $entity
+     */
+    public function process(Entity $entity, Params $params): void
+    {
+        if (!$entity->isNew()) {
+            return;
+        }
+
+        $email = $this->getEmail($entity);
+
+        if (!$email) {
+            return;
+        }
+
+        $icsContents = $email->getIcsContents();
+
+        if ($icsContents === null) {
+            return;
+        }
+
+        $ical = new ICal();
+
+        $ical->initString($icsContents);
+
+        $espoEvent = EventFactory::createFromU01jmg3Ical($ical);
+
+        $email->set('createdEventId', $entity->getId());
+        $email->set('createdEventType', $entity->getEntityType());
+        $email->set('icsEventUid', $espoEvent->getUid());
+
+        $this->entityManager->saveEntity($email);
+    }
+
+    private function getEmail(Meeting $entity): ?Email
+    {
+        $emailId = $entity->get('sourceEmailId');
+
+        if (!$emailId) {
+            return null;
+        }
+
+        return $this->entityManager->getRDBRepositoryByClass(Email::class)->getById($emailId);
+    }
+}

application/Espo/Modules/Crm/Classes/FieldProcessing/TargetList/EntryCountLoader.php

@@ -0,0 +1,80 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldProcessing\TargetList;
+
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\ORM\Entity;
+
+use Espo\Core\Utils\Metadata;
+
+use Espo\Core\FieldProcessing\Loader;
+use Espo\Core\FieldProcessing\Loader\Params;
+use Espo\Core\ORM\EntityManager;
+
+/**
+ * @implements Loader<TargetList>
+ */
+class EntryCountLoader implements Loader
+{
+    /** @var string[] */
+    private array $targetLinkList;
+
+    private EntityManager $entityManager;
+    private Metadata $metadata;
+
+    public function __construct(EntityManager $entityManager, Metadata $metadata)
+    {
+        $this->entityManager = $entityManager;
+        $this->metadata = $metadata;
+
+        $this->targetLinkList = $this->metadata->get(['scopes', 'TargetList', 'targetLinkList']) ?? [];
+    }
+
+    public function process(Entity $entity, Params $params): void
+    {
+        if (
+            $params->hasSelect() &&
+            !in_array('entryCount', $params->getSelect() ?? [])
+        ) {
+            return;
+        }
+
+        $count = 0;
+
+        foreach ($this->targetLinkList as $link) {
+            $count += $this->entityManager
+                ->getRDBRepository(TargetList::ENTITY_TYPE)
+                ->getRelation($entity, $link)
+                ->count();
+        }
+
+        $entity->set('entryCount', $count);
+    }
+}

application/Espo/Modules/Crm/Classes/FieldProcessing/TargetList/OptedOutCountLoader.php

@@ -0,0 +1,82 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldProcessing\TargetList;
+
+use Espo\ORM\Defs\Params\RelationParam;
+use Espo\ORM\Entity;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\Core\Utils\Metadata;
+use Espo\Core\FieldProcessing\Loader;
+use Espo\Core\FieldProcessing\Loader\Params;
+use Espo\Core\ORM\EntityManager;
+
+/**
+ * @implements Loader<TargetList>
+ */
+class OptedOutCountLoader implements Loader
+{
+    /** @var string[] */
+    private array $targetLinkList;
+
+    public function __construct(private EntityManager $entityManager, private Metadata $metadata)
+    {
+
+        $this->targetLinkList = $this->metadata->get(['scopes', 'TargetList', 'targetLinkList']) ?? [];
+    }
+
+    public function process(Entity $entity, Params $params): void
+    {
+        if (
+            $params->hasSelect() &&
+            !in_array('optedOutCount', $params->getSelect() ?? [])
+        ) {
+            return;
+        }
+
+        assert($entity instanceof TargetList);
+
+        $count = 0;
+
+        foreach ($this->targetLinkList as $link) {
+            $foreignEntityType = $entity->getRelationParam($link, RelationParam::ENTITY);
+
+            $count += $this->entityManager
+                ->getRDBRepository($foreignEntityType)
+                ->join('targetLists')
+                ->where([
+                    'targetListsMiddle.targetListId' => $entity->getId(),
+                    'targetListsMiddle.optedOut' => true,
+                ])
+                ->count();
+        }
+
+        $entity->set('optedOutCount', $count);
+    }
+}

application/Espo/Modules/Crm/Classes/FieldValidators/Campaign/EndDate/AfterStartDate.php

@@ -0,0 +1,63 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldValidators\Campaign\EndDate;
+
+use Espo\Core\FieldValidation\Validator;
+use Espo\Core\FieldValidation\Validator\Data;
+use Espo\Core\FieldValidation\Validator\Failure;
+
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\ORM\Entity;
+
+/**
+ * @implements Validator<Campaign>
+ */
+class AfterStartDate implements Validator
+{
+    /**
+     * @param Campaign $entity
+     */
+    public function validate(Entity $entity, string $field, Data $data): ?Failure
+    {
+        $startDate = $entity->getStartDate();
+        $endDate = $entity->getEndDate();
+
+        if (!$startDate || !$endDate) {
+            return null;
+        }
+
+        if ($endDate->isLessThan($startDate)) {
+            return Failure::create();
+
+        }
+
+        return null;
+    }
+}

application/Espo/Modules/Crm/Classes/FieldValidators/Campaign/StartDate/BeforeEndDate.php

@@ -0,0 +1,63 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldValidators\Campaign\StartDate;
+
+use Espo\Core\FieldValidation\Validator;
+use Espo\Core\FieldValidation\Validator\Data;
+use Espo\Core\FieldValidation\Validator\Failure;
+
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\ORM\Entity;
+
+/**
+ * @implements Validator<Campaign>
+ */
+class BeforeEndDate implements Validator
+{
+    /**
+     * @param Campaign $entity
+     */
+    public function validate(Entity $entity, string $field, Data $data): ?Failure
+    {
+        $startDate = $entity->getStartDate();
+        $endDate = $entity->getEndDate();
+
+        if (!$startDate || !$endDate) {
+            return null;
+        }
+
+        if ($endDate->isLessThan($startDate)) {
+            return Failure::create();
+
+        }
+
+        return null;
+    }
+}

application/Espo/Modules/Crm/Classes/FieldValidators/Event/Reminders/MaxCount.php

@@ -0,0 +1,64 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldValidators\Event\Reminders;
+
+use Espo\Core\FieldValidation\Validator;
+use Espo\Core\FieldValidation\Validator\Data;
+use Espo\Core\FieldValidation\Validator\Failure;
+use Espo\Core\Utils\Config;
+use Espo\ORM\Entity;
+
+/**
+ * @implements Validator<Entity>
+ */
+class MaxCount implements Validator
+{
+    private const MAX_COUNT = 10;
+
+    public function __construct(private Config $config)
+    {}
+
+    public function validate(Entity $entity, string $field, Data $data): ?Failure
+    {
+        $maxCount = $this->config->get('reminderMaxCount') ?? self::MAX_COUNT;
+
+        $value = $entity->get($field);
+
+        if (!is_array($value)) {
+            return null;
+        }
+
+        if (count($value) <= $maxCount) {
+            return null;
+        }
+
+        return Failure::create();
+    }
+}

application/Espo/Modules/Crm/Classes/FieldValidators/Event/Reminders/Valid.php

@@ -0,0 +1,86 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FieldValidators\Event\Reminders;
+
+use Espo\Core\FieldValidation\Validator;
+use Espo\Core\FieldValidation\Validator\Data;
+use Espo\Core\FieldValidation\Validator\Failure;
+use Espo\Modules\Crm\Entities\Reminder;
+use Espo\ORM\Defs;
+use Espo\ORM\Entity;
+use stdClass;
+
+/**
+ * @implements Validator<Entity>
+ */
+class Valid implements Validator
+{
+    public function __construct(
+        private Defs $ormDefs
+    ) {}
+
+    public function validate(Entity $entity, string $field, Data $data): ?Failure
+    {
+        /** @var ?mixed[] $list */
+        $list = $entity->get($field);
+
+        if ($list === null) {
+            return null;
+        }
+
+        $typeList = $this->ormDefs
+            ->getEntity(Reminder::ENTITY_TYPE)
+            ->getField('type')
+            ->getParam('options') ?? [];
+
+        foreach ($list as $item) {
+            if (!$item instanceof stdClass) {
+                return Failure::create();
+            }
+
+            $seconds = $item->seconds ?? null;
+            $type = $item->type ?? null;
+
+            if (!is_int($seconds)) {
+                return Failure::create();
+            }
+
+            if ($seconds < 0) {
+                return Failure::create();
+            }
+
+            if (!in_array($type, $typeList)) {
+                return Failure::create();
+            }
+        }
+
+        return null;
+    }
+}

application/Espo/Modules/Crm/Classes/FormulaFunctions/ExtGroup/AccountGroup/FindByEmailAddressType.php

@@ -0,0 +1,142 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FormulaFunctions\ExtGroup\AccountGroup;
+
+use Espo\Core\Utils\Json;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\Core\Formula\ArgumentList;
+use Espo\Core\Formula\Functions\BaseFunction;
+
+use Espo\Core\Di;
+
+class FindByEmailAddressType extends BaseFunction implements
+    Di\EntityManagerAware,
+    Di\FileManagerAware
+{
+    use Di\EntityManagerSetter;
+    use Di\FileManagerSetter;
+
+    /** @var string[]  */
+    private array $domainFileList = [
+        'application/Espo/Modules/Crm/Resources/data/freeEmailProviderDomains.json',
+        'custom/Espo/Custom/Resources/data/freeEmailProviderDomains.json',
+    ];
+
+    public function process(ArgumentList $args)
+    {
+        $args = $this->evaluate($args);
+
+        if (count($args) < 1) {
+            $this->throwTooFewArguments(1);
+        }
+
+        $emailAddress = $args[0];
+
+        if (!$emailAddress) {
+            return null;
+        }
+
+        if (!is_string($emailAddress)) {
+            $this->log("Formula: ext\\account\\findByEmailAddress: Bad argument type.");
+
+            return null;
+        }
+
+        $domain = $emailAddress;
+
+        if (str_contains($emailAddress, '@')) {
+            [, $domain] = explode('@', $emailAddress);
+        }
+
+        $domain = strtolower($domain);
+
+        $em = $this->entityManager;
+
+        $account = $em->getRDBRepository(Account::ENTITY_TYPE)
+            ->where(['emailAddress' => $emailAddress])
+            ->findOne();
+
+        if ($account) {
+            return $account->getId();
+        }
+
+        $ignoreList = [];
+
+        foreach ($this->domainFileList as $file) {
+            if (!$this->fileManager->isFile($file)) {
+                continue;
+            }
+
+            $ignoreList = array_merge(
+                $ignoreList,
+                Json::decode($this->fileManager->getContents($file))
+            );
+        }
+
+        $contact = $em->getRDBRepository(Contact::ENTITY_TYPE)
+            ->where(['emailAddress' => $emailAddress])
+            ->findOne();
+
+        if ($contact) {
+            if (!in_array($domain, $ignoreList)) {
+                $account = $em->getRDBRepository(Account::ENTITY_TYPE)
+                    ->join('contacts')
+                    ->where([
+                        'emailAddress*' => '%@' . $domain,
+                        'contacts.id' => $contact->getId(),
+                    ])
+                    ->findOne();
+
+                if ($account) {
+                    return $account->getId();
+                }
+            } else {
+                if ($contact->get('accountId')) {
+                    return $contact->get('accountId');
+                }
+            }
+        }
+
+        if (in_array($domain, $ignoreList)) {
+            return null;
+        }
+
+        $account = $em->getRDBRepository(Account::ENTITY_TYPE)
+            ->where(['emailAddress*' => '%@' . $domain])
+            ->findOne();
+
+        if (!$account) {
+            return null;
+        }
+
+        return $account->getId();
+    }
+}

application/Espo/Modules/Crm/Classes/FormulaFunctions/ExtGroup/CalendarGroup/UserIsBusyType.php

@@ -0,0 +1,113 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\FormulaFunctions\ExtGroup\CalendarGroup;
+
+use Espo\Core\Field\DateTime;
+use Espo\Core\Formula\EvaluatedArgumentList;
+use Espo\Core\Formula\Exceptions\BadArgumentType;
+use Espo\Core\Formula\Exceptions\TooFewArguments;
+use Espo\Core\Formula\Func;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Tools\Calendar\FreeBusy\FetchParams;
+use Espo\Modules\Crm\Tools\Calendar\FreeBusy\Service;
+use Espo\Modules\Crm\Tools\Calendar\Items\Event;
+use Espo\ORM\EntityManager;
+use Exception;
+use RuntimeException;
+
+/**
+ * @noinspection PhpUnused
+ */
+class UserIsBusyType implements Func
+{
+    public function __construct(
+        private Service $service,
+        private EntityManager $entityManager,
+    ) {}
+
+    public function process(EvaluatedArgumentList $arguments): bool
+    {
+        if (count($arguments) < 3) {
+            throw TooFewArguments::create(3);
+        }
+
+        $userId = $arguments[0];
+        $from = $arguments[1];
+        $to = $arguments[2];
+        $entityType = $arguments[3] ?? null;
+        $id = $arguments[4] ?? null;
+
+        if (!is_string($userId)) {
+            throw BadArgumentType::create(1, 'string');
+        }
+
+        if (!is_string($from)) {
+            throw BadArgumentType::create(2, 'string');
+        }
+
+        if (!is_string($to)) {
+            throw BadArgumentType::create(3, 'string');
+        }
+
+        if ($entityType !== null && !is_string($entityType)) {
+            throw BadArgumentType::create(4, 'string');
+        }
+
+        if ($id !== null && !is_string($id)) {
+            throw BadArgumentType::create(5, 'string');
+        }
+
+        $ignoreList = [];
+
+        if ($entityType && $id) {
+            $ignoreList[] = (new Event(null, null, $entityType, []))->withId($id);
+        }
+
+        $user = $this->entityManager->getRDBRepositoryByClass(User::class)->getById($userId);
+
+        if (!$user) {
+            throw new RuntimeException("User $userId not found.");
+        }
+
+        $busyParams = new FetchParams(
+            from: DateTime::fromString($from),
+            to: DateTime::fromString($to),
+            ignoreEventList: $ignoreList,
+        );
+
+        try {
+            $ranges = $this->service->fetchRanges($user, $busyParams);
+        } catch (Exception $e) {
+            throw new RuntimeException($e->getMessage());
+        }
+
+        return $ranges !== [];
+    }
+}

application/Espo/Modules/Crm/Classes/MassAction/Opportunity/MassUpdate.php

@@ -0,0 +1,66 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\MassAction\Opportunity;
+
+use Espo\Core\MassAction\Actions\MassUpdate as MassUpdateOriginal;
+use Espo\Core\MassAction\Params;
+use Espo\Core\MassAction\Result;
+use Espo\Core\MassAction\Data;
+use Espo\Core\MassAction\MassAction;
+use Espo\Tools\MassUpdate\Data as MassUpdateData;
+use Espo\Core\Utils\Metadata;
+
+class MassUpdate implements MassAction
+{
+
+    public function __construct(
+        private MassUpdateOriginal $massUpdateOriginal,
+        private Metadata $metadata
+    ) {}
+
+    public function process(Params $params, Data $data): Result
+    {
+        $massUpdateData = MassUpdateData::fromMassActionData($data);
+
+        $probability = null;
+
+        $stage = $massUpdateData->getValue('stage');
+
+        if ($stage && !$massUpdateData->has('probability')) {
+            $probability = $this->metadata->get("entityDefs.Opportunity.fields.stage.probabilityMap.$stage");
+        }
+
+        if ($probability !== null) {
+            $massUpdateData = $massUpdateData->with('probability', $probability);
+        }
+
+        return $this->massUpdateOriginal->process($params, $massUpdateData->toMassActionData());
+    }
+}

application/Espo/Modules/Crm/Classes/Pdf/Account/ExampleDataLoader.php

@@ -0,0 +1,48 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Pdf\Account;
+
+use Espo\Tools\Pdf\Data\DataLoader;
+use Espo\Tools\Pdf\Params;
+use Espo\ORM\Entity;
+
+use stdClass;
+
+class ExampleDataLoader implements DataLoader
+{
+    public function load(Entity $entity, Params $params): stdClass
+    {
+        // Here you can load additional data for PDF;
+
+        return (object) [
+
+        ];
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/Call/AfterUpdate.php

@@ -0,0 +1,57 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\Call;
+
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Modules\Crm\Entities\Call;
+use Espo\ORM\Entity;
+
+/**
+ * @implements SaveHook<Call>
+ */
+class AfterUpdate implements SaveHook
+{
+    public function __construct(
+        private ServiceContainer $serviceContainer
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        if (
+            !$entity->isAttributeChanged('contactsIds') &&
+            !$entity->isAttributeChanged('leadsIds')
+        ) {
+            return;
+        }
+
+        $this->serviceContainer->getByClass(Call::class)->loadAdditionalFields($entity);
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/Campaign/BeforeUpdate.php

@@ -0,0 +1,77 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\Campaign;
+
+use Espo\Core\Exceptions\Error\Body;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\Modules\Crm\Entities\CampaignTrackingUrl;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements SaveHook<Campaign>
+ */
+class BeforeUpdate implements SaveHook
+{
+    public function __construct(
+        private EntityManager $entityManager,
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        $this->checkType($entity);
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    private function checkType(Campaign $entity): void
+    {
+        if (!$entity->isAttributeChanged('type')) {
+            return;
+        }
+
+        $massEmail = $this->entityManager
+            ->getRDBRepositoryByClass(MassEmail::class)
+            ->where(['campaignId' => $entity->getId()])
+            ->findOne();
+
+
+        if ($massEmail) {
+            throw Forbidden::createWithBody(
+                'Cannot change type.',
+                Body::create()->withMessageTranslation('cannotChangeType', Campaign::ENTITY_TYPE)
+            );
+        }
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/CampaignTrackingUrl/BeforeCreate.php

@@ -0,0 +1,73 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\CampaignTrackingUrl;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\Modules\Crm\Entities\CampaignTrackingUrl;
+use Espo\ORM\Entity;
+
+/**
+ * @implements SaveHook<CampaignTrackingUrl>
+ */
+class BeforeCreate implements SaveHook
+{
+    public function __construct(
+        private Acl $acl
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        if (!$this->acl->check($entity, Acl\Table::ACTION_EDIT)) {
+            throw new Forbidden("No 'edit' access.");
+        }
+
+        $this->checkCampaign($entity);
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    private function checkCampaign(CampaignTrackingUrl $entity): void
+    {
+        if (
+            !$entity->getCampaign() || in_array($entity->getCampaign()->getType(), [
+                Campaign::TYPE_EMAIL,
+                Campaign::TYPE_NEWSLETTER,
+            ])
+        ) {
+            return;
+        }
+
+        throw new Forbidden("Cannot create tacking URL for non-email campaign.");
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/Case/AfterCreate.php

@@ -0,0 +1,118 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\Case;
+
+use Espo\Core\Acl;
+use Espo\Core\Name\Field;
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Entities\Email;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\Modules\Crm\Entities\CaseObj;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+use RuntimeException;
+
+/**
+ * @implements SaveHook<CaseObj>
+ * @noinspection PhpUnused
+ */
+class AfterCreate implements SaveHook
+{
+    private const EMAIL_REPLY_LEVEL = 3;
+    private const EMAIL_REPLY_LIMIT = 2;
+    private const EMAIL_REPLY_LIMIT_SECOND = 1;
+
+    public function __construct(
+        private EntityManager $entityManager,
+        private Acl $acl,
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        /** @var ?string $emailId */
+        $emailId = $entity->get('originalEmailId');
+
+        if (!$emailId) {
+            return;
+        }
+
+        $email = $this->entityManager->getRDBRepositoryByClass(Email::class)->getById($emailId);
+
+        if (!$email) {
+            return;
+        }
+
+        $this->changeEmailParent($email, $entity);
+    }
+
+    private function changeEmailParent(Email $email, CaseObj $entity, int $level = 0): void
+    {
+        if (!$this->acl->checkEntityRead($email)) {
+            return;
+        }
+
+        if (
+            $email->getParentId() &&
+            !in_array($email->getParentType(), [
+                Account::ENTITY_TYPE,
+                Contact::ENTITY_TYPE,
+                Lead::ENTITY_TYPE,
+            ])
+        ) {
+            return;
+        }
+
+        $email->setParent($entity);
+        $this->entityManager->saveEntity($email);
+
+        if ($level === self::EMAIL_REPLY_LEVEL) {
+            return;
+        }
+
+        $limit = $level === 0 ? self::EMAIL_REPLY_LIMIT : self::EMAIL_REPLY_LIMIT_SECOND;
+
+        $replies = $this->entityManager
+            ->getRelation($email, Email::LINK_REPLIES)
+            ->limit(0, $limit)
+            ->order(Field::CREATED_AT)
+            ->find();
+
+        foreach ($replies as $reply) {
+            if (!$reply instanceof Email) {
+                throw new RuntimeException();
+            }
+
+            $this->changeEmailParent($reply, $entity, $level + 1);
+        }
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/Case/BeforeCreate.php

@@ -0,0 +1,67 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\Case;
+
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\CaseObj;
+use Espo\ORM\Entity;
+
+/**
+ * @implements SaveHook<CaseObj>
+ * @noinspection PhpUnused
+ */
+class BeforeCreate implements SaveHook
+{
+    public function __construct(
+        private User $user
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        if (!$this->user->isPortal()) {
+            return;
+        }
+
+        $userContact = $this->user->getContact();
+
+        if (!$userContact) {
+            return;
+        }
+
+        if (!$entity->getAccount() && $userContact->getAccount()) {
+            $entity->setAccount($userContact->getAccount());
+        }
+
+        if (!$entity->getContact()) {
+            $entity->setContact($userContact);
+        }
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/Contact/AfterCreate.php

@@ -0,0 +1,81 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\Contact;
+
+use Espo\Core\Acl;
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Core\Utils\Config;
+use Espo\Entities\Email;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements SaveHook<Contact>
+ */
+class AfterCreate implements SaveHook
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Config $config,
+        private Acl $acl
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        $emailId = $entity->get('originalEmailId');
+
+        if (!$emailId) {
+            return;
+        }
+
+        /** @var ?Email $email */
+        $email = $this->entityManager->getEntityById(Email::ENTITY_TYPE, $emailId);
+
+        if (!$email || $email->getParentId() || !$this->acl->check($email)) {
+            return;
+        }
+
+        if ($this->config->get('b2cMode') || !$entity->getAccount()) {
+            $email->set([
+                'parentType' => Contact::ENTITY_TYPE,
+                'parentId' => $entity->getId(),
+            ]);
+        } else if ($entity->getAccount()) {
+            $email->set([
+                'parentType' => Account::ENTITY_TYPE,
+                'parentId' => $entity->getAccount()->getId(),
+            ]);
+        }
+
+        $this->entityManager->saveEntity($email);
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/Lead/AfterCreate.php

@@ -0,0 +1,101 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\Lead;
+
+use Espo\Core\Acl;
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Core\Utils\DateTime;
+use Espo\Entities\Email;
+use Espo\Modules\Crm\Entities\Campaign as Campaign;
+use Espo\Modules\Crm\Entities\CampaignLogRecord as CampaignLogRecord;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements SaveHook<Lead>
+ */
+class AfterCreate implements SaveHook
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Acl $acl
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        $this->processOriginalEmail($entity);
+        $this->processCampaignLog($entity);
+    }
+
+    private function processOriginalEmail(Lead $entity): void
+    {
+        $emailId = $entity->get('originalEmailId');
+
+        if (!$emailId) {
+            return;
+        }
+
+        /** @var ?Email $email */
+        $email = $this->entityManager->getEntityById(Email::ENTITY_TYPE, $emailId);
+
+        if (!$email || $email->getParentId() || !$this->acl->check($email)) {
+            return;
+        }
+
+        $email->set([
+            'parentType' => Lead::ENTITY_TYPE,
+            'parentId' => $entity->getId(),
+        ]);
+
+        $this->entityManager->saveEntity($email);
+    }
+
+    private function processCampaignLog(Lead $entity): void
+    {
+        $campaign = $entity->getCampaign();
+
+        if (!$campaign) {
+            return;
+        }
+
+        $log = $this->entityManager->getNewEntity(CampaignLogRecord::ENTITY_TYPE);
+
+        $log->set([
+            'action' => CampaignLogRecord::ACTION_LEAD_CREATED,
+            'actionDate' => DateTime::getSystemNowString(),
+            'parentType' => Lead::ENTITY_TYPE,
+            'parentId' => $entity->getId(),
+            'campaignId' => $campaign->getId(),
+        ]);
+
+        $this->entityManager->saveEntity($log);
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/MassEmail/BeforeCreate.php

@@ -0,0 +1,75 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\MassEmail;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\Table;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\ORM\Entity;
+
+/**
+ * @implements SaveHook<MassEmail>
+ */
+class BeforeCreate implements SaveHook
+{
+    public function __construct(
+        private Acl $acl
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        if (!$this->acl->check($entity, Table::ACTION_EDIT)) {
+            throw new Forbidden("No 'edit' access.");
+        }
+
+        $this->checkCampaign($entity);
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    private function checkCampaign(MassEmail $entity): void
+    {
+        if (
+            !$entity->getCampaign() || in_array($entity->getCampaign()->getType(), [
+                Campaign::TYPE_EMAIL,
+                Campaign::TYPE_NEWSLETTER,
+                Campaign::TYPE_INFORMATIONAL_EMAIL,
+            ])
+        ) {
+            return;
+        }
+
+        throw new Forbidden("Cannot create mass email for non-email campaign.");
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/Meeting/BeforeCreateSourceEmailCheck.php

@@ -0,0 +1,42 @@
+<?php
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\Meeting;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\CreateParams;
+use Espo\Core\Record\Hook\CreateHook;
+use Espo\Entities\Email;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements CreateHook<Meeting>
+ */
+class BeforeCreateSourceEmailCheck implements CreateHook
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Acl $acl,
+    ) {}
+
+    public function process(Entity $entity, CreateParams $params): void
+    {
+        $emailId = $entity->get('sourceEmailId');
+
+        if (!$emailId) {
+            return;
+        }
+
+        $email = $this->entityManager->getRDBRepositoryByClass(Email::class)->getById($emailId);
+
+        if (!$email) {
+            return;
+        }
+
+        if (!$this->acl->checkEntityRead($email)) {
+            throw new Forbidden("No access to source email.");
+        }
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/Opportunity/BeforeUpdate.php

@@ -0,0 +1,67 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\Opportunity;
+
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Crm\Entities\Opportunity;
+use Espo\ORM\Entity;
+
+/**
+ * @implements SaveHook<Opportunity>
+ */
+class BeforeUpdate implements SaveHook
+{
+    public function __construct(
+        private Metadata $metadata
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        $this->setProbability($entity);
+    }
+
+    private function setProbability(Opportunity $entity): void
+    {
+        if ($entity->isAttributeWritten('probability') && $entity->getProbability() !== null) {
+            return;
+        }
+
+        $stage = $entity->getStage();
+
+        $probability = $this->metadata->get("entityDefs.Opportunity.fields.stage.probabilityMap.$stage");
+
+        if ($probability === null) {
+            return;
+        }
+
+        $entity->setProbability($probability);
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/TargetList/AfterCreate.php

@@ -0,0 +1,184 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\TargetList;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\Table;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\Modules\Crm\Entities\CampaignLogRecord;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\Modules\Crm\Tools\TargetList\MetadataProvider;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Name\Attribute;
+
+/**
+ * @implements SaveHook<TargetList>
+ */
+class AfterCreate implements SaveHook
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Acl $acl,
+        private MetadataProvider $metadataProvider
+    ) {}
+
+    /**
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    public function process(Entity $entity): void
+    {
+        if (
+            !$entity->get('sourceCampaignId') ||
+            !$entity->get('includingActionList')
+        ) {
+            return;
+        }
+
+        /** @var string $campaignId */
+        $campaignId = $entity->get('sourceCampaignId');
+        /** @var string[] $includingActionList */
+        $includingActionList = $entity->get('includingActionList');
+        /** @var string[] $excludingActionList */
+        $excludingActionList = $entity->get('excludingActionList') ?? [];
+
+        $this->populateFromCampaignLog(
+            $entity,
+            $campaignId,
+            $includingActionList,
+            $excludingActionList
+        );
+    }
+
+    /**
+     * @param string[] $includingActionList
+     * @param string[] $excludingActionList
+     * @throws NotFound
+     * @throws Forbidden
+     */
+    protected function populateFromCampaignLog(
+        TargetList $entity,
+        string $sourceCampaignId,
+        array $includingActionList,
+        array $excludingActionList
+    ): void {
+
+        $campaign = $this->entityManager->getEntityById(Campaign::ENTITY_TYPE, $sourceCampaignId);
+
+        if (!$campaign) {
+            throw new NotFound("Campaign not found.");
+        }
+
+        if (!$this->acl->check($campaign, Table::ACTION_READ)) {
+            throw new Forbidden("No access to campaign.");
+        }
+
+        $queryBuilder = $this->entityManager
+            ->getQueryBuilder()
+            ->select()
+            ->from(CampaignLogRecord::ENTITY_TYPE)
+            ->select([Attribute::ID, 'parentId', 'parentType'])
+            ->where([
+                'isTest' => false,
+                'campaignId' => $sourceCampaignId,
+            ]);
+
+        $notQueryBuilder = clone $queryBuilder;
+
+        $queryBuilder->where([
+            'action=' => $includingActionList,
+        ]);
+
+        $queryBuilder->group([
+            'parentId',
+            'parentType',
+            Attribute::ID,
+        ]);
+
+        $notQueryBuilder->where(['action=' => $excludingActionList]);
+        $notQueryBuilder->select([Attribute::ID]);
+
+        /** @var iterable<CampaignLogRecord> $logRecords */
+        $logRecords = $this->entityManager
+            ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+            ->clone($queryBuilder->build())
+            ->find();
+
+        $entityTypeLinkMap = $this->metadataProvider->getEntityTypeLinkMap();
+
+        foreach ($logRecords as $logRecord) {
+            if (!$logRecord->getParent()) {
+                continue;
+            }
+
+            $parentType = $logRecord->getParent()->getEntityType();
+            $parentId = $logRecord->getParent()->getId();
+
+            if (!$parentType) {
+                continue;
+            }
+
+            if (empty($entityTypeLinkMap[$parentType])) {
+                continue;
+            }
+
+            $existing = null;
+
+            if (!empty($excludingActionList)) {
+                $cloneQueryBuilder = clone $notQueryBuilder;
+
+                $cloneQueryBuilder->where([
+                    'parentType' => $parentType,
+                    'parentId' => $parentId,
+                ]);
+
+                $existing = $this->entityManager
+                    ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+                    ->clone($cloneQueryBuilder->build())
+                    ->findOne();
+            }
+
+            if ($existing) {
+                continue;
+            }
+
+            $relation = $entityTypeLinkMap[$parentType];
+
+            $this->entityManager
+                ->getRDBRepositoryByClass(TargetList::class)
+                ->getRelation($entity, $relation)
+                ->relateById($parentId);
+        }
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/TargetList/AfterCreateDuplicate.php

@@ -0,0 +1,89 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\TargetList;
+
+use Espo\Core\Acl;
+use Espo\Core\Record\CreateParams;
+use Espo\Core\Record\Hook\CreateHook;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\Modules\Crm\Tools\TargetList\MetadataProvider;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements CreateHook<TargetList>
+ */
+class AfterCreateDuplicate implements CreateHook
+{
+    public function __construct(
+        private Acl $acl,
+        private EntityManager $entityManager,
+        private MetadataProvider $metadataProvider
+    ) {}
+
+    public function process(Entity $entity, CreateParams $params): void
+    {
+        $id = $params->getDuplicateSourceId();
+
+        if (!$id) {
+            return;
+        }
+
+        $sourceEntity = $this->entityManager->getRDBRepositoryByClass(TargetList::class)->getById($id);
+
+        if (!$sourceEntity) {
+            return;
+        }
+
+        if (!$this->acl->check($sourceEntity, Acl\Table::ACTION_READ)) {
+            return;
+        }
+
+        $this->duplicateLinks($entity, $sourceEntity);
+    }
+
+    private function duplicateLinks(TargetList $entity, TargetList $sourceEntity): void
+    {
+        $repository = $this->entityManager->getRDBRepositoryByClass(TargetList::class);
+
+        foreach ($this->metadataProvider->getTargetLinkList() as $link) {
+            $collection = $repository
+                ->getRelation($sourceEntity, $link)
+                ->where(['@relation.optedOut' => false])
+                ->find();
+
+            foreach ($collection as $relatedEntity) {
+                $repository
+                    ->getRelation($entity, $link)
+                    ->relate($relatedEntity, ['optedOut' => false]);
+            }
+        }
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/Task/AfterSave.php

@@ -0,0 +1,78 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\Task;
+
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Entities\Email;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Task;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements SaveHook<Task>
+ */
+class AfterSave implements SaveHook
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private User $user,
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        /** @var ?string $emailId */
+        $emailId = $entity->get('emailId');
+
+        if (!$emailId || !$entity->getAssignedUser()) {
+            return;
+        }
+
+        if (!$entity->isNew() && !$entity->isAttributeChanged('assignedUserId')) {
+            return;
+        }
+
+        $email = $this->entityManager->getRDBRepositoryByClass(Email::class)->getById($emailId);
+
+        if (!$email) {
+            return;
+        }
+
+        $relation = $this->entityManager->getRelation($email, 'users');
+
+        if ($relation->isRelatedById($entity->getAssignedUser()->getId())) {
+            return;
+        }
+
+        $isRead = $entity->getAssignedUser()->getId() === $this->user->getId();
+
+        $relation->relateById($entity->getAssignedUser()->getId(), [Email::USERS_COLUMN_IS_READ => $isRead]);
+    }
+}

application/Espo/Modules/Crm/Classes/RecordHooks/Task/BeforeCreate.php

@@ -0,0 +1,72 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\RecordHooks\Task;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\Hook\SaveHook;
+use Espo\Entities\Email;
+use Espo\Modules\Crm\Entities\Task;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements SaveHook<Task>
+ */
+class BeforeCreate implements SaveHook
+{
+    public function __construct(
+        private Acl $acl,
+        private EntityManager $entityManager,
+    ) {}
+
+    public function process(Entity $entity): void
+    {
+        /** @var ?string $emailId */
+        $emailId = $entity->get('originalEmailId');
+
+        if ($emailId === null) {
+            return;
+        }
+
+        $email = $this->entityManager->getRDBRepositoryByClass(Email::class)->getById($emailId);
+
+        if (!$email) {
+            throw new BadRequest("Email record not found.");
+        }
+
+        if (!$this->acl->checkEntityRead($entity)) {
+            throw new Forbidden("No access to email.");
+        }
+
+        $entity->set('emailId', $emailId);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Account/AccessControlFilters/PortalOnlyAccount.php

@@ -0,0 +1,55 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Account\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Name\Attribute;
+use Espo\ORM\Query\SelectBuilder;
+
+use Espo\Entities\User;
+
+class PortalOnlyAccount implements Filter
+{
+    public function __construct(private User $user)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $accountIdList = $this->user->getLinkMultipleIdList(User::LINK_ACCOUNTS);
+
+        if (!count($accountIdList)) {
+            $queryBuilder->where([Attribute::ID => null]);
+
+            return;
+        }
+
+        $queryBuilder->where([Attribute::ID => $accountIdList]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Account/PrimaryFilters/Customers.php

@@ -0,0 +1,42 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Account\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\ORM\Query\SelectBuilder;
+
+class Customers implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['type' => Account::TYPE_CUSTOMER]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Account/PrimaryFilters/Partners.php

@@ -0,0 +1,43 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Account\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class Partners implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'type' => 'Partner',
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Account/PrimaryFilters/RecentlyCreated.php

@@ -0,0 +1,50 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Account\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\Core\Utils\DateTime as DateTimeUtil;
+
+use DateTime;
+
+class RecentlyCreated implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $from = (new DateTime())
+            ->modify('-7 days')
+            ->format(DateTimeUtil::SYSTEM_DATE_TIME_FORMAT);
+
+        $queryBuilder->where([
+            'createdAt>=' => $from,
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Account/PrimaryFilters/Resellers.php

@@ -0,0 +1,42 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Account\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\ORM\Query\SelectBuilder;
+
+class Resellers implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['type' => Account::TYPE_RESELLER]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Call/PrimaryFilters/Todays.php

@@ -0,0 +1,73 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Call\PrimaryFilters;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Entities\User;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Core\Select\Helpers\UserTimeZoneProvider;
+use Espo\Core\Select\Where\ConverterFactory;
+use Espo\Core\Select\Where\Item;
+
+use Espo\ORM\Query\SelectBuilder;
+
+use Espo\Modules\Crm\Entities\Call;
+use LogicException;
+
+class Todays implements Filter
+{
+    public function __construct(
+        private User $user,
+        private UserTimeZoneProvider $userTimeZoneProvider,
+        private ConverterFactory $converterFactory
+    ) {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $item = Item::fromRaw([
+            'type' => Item\Type::TODAY,
+            'attribute' => 'dateStart',
+            'timeZone' => $this->userTimeZoneProvider->get(),
+            'dateTime' => true,
+        ]);
+
+        try {
+            $whereItem = $this->converterFactory
+                ->create(Call::ENTITY_TYPE, $this->user)
+                ->convert($queryBuilder, $item);
+        } catch (BadRequest $e) {
+            throw new LogicException($e->getMessage());
+        }
+
+        $queryBuilder->where($whereItem);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Campaign/PrimaryFilters/Active.php

@@ -0,0 +1,42 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Campaign\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\ORM\Query\SelectBuilder;
+
+class Active implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['status' => Campaign::STATUS_ACTIVE]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignLogRecord/AccessControlFilters/OnlyOwn.php

@@ -0,0 +1,50 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignLogRecord\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+use Espo\Entities\User;
+
+class OnlyOwn implements Filter
+{
+    public function __construct(private User $user)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder
+            ->leftJoin('campaign', 'campaignAccess')
+            ->where([
+                'campaignAccess.assignedUserId' => $this->user->getId(),
+            ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignLogRecord/AccessControlFilters/OnlyTeam.php

@@ -0,0 +1,75 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignLogRecord\AccessControlFilters;
+
+use Espo\Core\Name\Field;
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+use Espo\Entities\User;
+
+class OnlyTeam implements Filter
+{
+    public function __construct(private User $user)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->leftJoin('campaign', 'campaignAccess');
+
+        $teamIdList = $this->user->getLinkMultipleIdList(Field::TEAMS);
+
+        if (count($teamIdList) === 0) {
+            $queryBuilder->where([
+                'campaignAccess.assignedUserId' => $this->user->getId(),
+            ]);
+
+            return;
+        }
+
+        $queryBuilder
+            ->leftJoin(
+                'EntityTeam',
+                'entityTeamAccess',
+                [
+                    'entityTeamAccess.entityType' => 'Campaign',
+                    'entityTeamAccess.entityId:' => 'campaignAccess.id',
+                    'entityTeamAccess.deleted' => false,
+                ]
+            )
+            ->where([
+                'OR' => [
+                    'entityTeamAccess.teamId' => $teamIdList,
+                    'campaignAccess.assignedUserId' => $this->user->getId(),
+                ],
+                'campaignId!=' => null,
+            ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignLogRecord/PrimaryFilters/Bounced.php

@@ -0,0 +1,43 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignLogRecord\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class Bounced implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'action' => 'Bounced',
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignLogRecord/PrimaryFilters/Clicked.php

@@ -0,0 +1,43 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignLogRecord\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class Clicked implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'action' => 'Clicked',
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignLogRecord/PrimaryFilters/LeadCreated.php

@@ -0,0 +1,43 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignLogRecord\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class LeadCreated implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'action' => 'Lead Created',
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignLogRecord/PrimaryFilters/Opened.php

@@ -0,0 +1,43 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignLogRecord\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class Opened implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'action' => 'Opened',
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignLogRecord/PrimaryFilters/OptedIn.php

@@ -0,0 +1,43 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignLogRecord\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class OptedIn implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'action' => 'Opted In',
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignLogRecord/PrimaryFilters/OptedOut.php

@@ -0,0 +1,43 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignLogRecord\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class OptedOut implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'action' => 'Opted Out',
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignLogRecord/PrimaryFilters/Sent.php

@@ -0,0 +1,43 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignLogRecord\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class Sent implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'action' => 'Sent',
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignTrackingUrl/AccessControlFilters/OnlyOwn.php

@@ -0,0 +1,50 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignTrackingUrl\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+use Espo\Entities\User;
+
+class OnlyOwn implements Filter
+{
+    public function __construct(private User $user)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder
+            ->leftJoin('campaign', 'campaignAccess')
+            ->where([
+                'campaignAccess.assignedUserId' => $this->user->getId(),
+            ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CampaignTrackingUrl/AccessControlFilters/OnlyTeam.php

@@ -0,0 +1,75 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CampaignTrackingUrl\AccessControlFilters;
+
+use Espo\Core\Name\Field;
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+use Espo\Entities\User;
+
+class OnlyTeam implements Filter
+{
+    public function __construct(private User $user)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->leftJoin('campaign', 'campaignAccess');
+
+        $teamIdList = $this->user->getLinkMultipleIdList(Field::TEAMS);
+
+        if (count($teamIdList) === 0) {
+            $queryBuilder->where([
+                'campaignAccess.assignedUserId' => $this->user->getId(),
+            ]);
+
+            return;
+        }
+
+        $queryBuilder
+            ->leftJoin(
+                'EntityTeam',
+                'entityTeamAccess',
+                [
+                    'entityTeamAccess.entityType' => 'Campaign',
+                    'entityTeamAccess.entityId:' => 'campaignAccess.id',
+                    'entityTeamAccess.deleted' => false,
+                ]
+            )
+            ->where([
+                'OR' => [
+                    'entityTeamAccess.teamId' => $teamIdList,
+                    'campaignAccess.assignedUserId' => $this->user->getId(),
+                ],
+                'campaignId!=' => null,
+            ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Case/AccessControlFilters/Mandatory.php

@@ -0,0 +1,50 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Case\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\Entities\User;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Mandatory implements Filter
+{
+    public function __construct(
+        private User $user,
+    ) {}
+
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        if (!$this->user->isPortal()) {
+            return;
+        }
+
+        $queryBuilder->where(['isInternal' => false]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CaseObj/BoolFilters/Open.php

@@ -0,0 +1,56 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CaseObj\BoolFilters;
+
+use Espo\Core\Select\Bool\Filter;
+use Espo\Core\Utils\Metadata;
+
+use Espo\ORM\Query\SelectBuilder;
+use Espo\ORM\Query\Part\Where\OrGroupBuilder;
+use Espo\ORM\Query\Part\Condition as Cond;
+
+class Open implements Filter
+{
+    public function __construct(private Metadata $metadata)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder, OrGroupBuilder $orGroupBuilder): void
+    {
+        $notActualStatusList = $this->metadata
+            ->get(['entityDefs', 'Case', 'fields', 'status', 'notActualOptions']) ?? [];
+
+        $orGroupBuilder->add(
+            Cond::notIn(
+                Cond::column('status'),
+                $notActualStatusList
+            )
+        );
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CaseObj/PrimaryFilters/Closed.php

@@ -0,0 +1,42 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CaseObj\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Crm\Entities\CaseObj;
+use Espo\ORM\Query\SelectBuilder;
+
+class Closed implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['status' => CaseObj::STATUS_CLOSED]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/CaseObj/PrimaryFilters/Open.php

@@ -0,0 +1,54 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\CaseObj\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\Core\Utils\Metadata;
+use Espo\ORM\Query\Part\Condition as Cond;
+
+class Open implements Filter
+{
+    public function __construct(private Metadata $metadata)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $notActualStatusList = $this->metadata
+            ->get(['entityDefs', 'Case', 'fields', 'status', 'notActualOptions']) ?? [];
+
+        $queryBuilder->where(
+            Cond::notIn(
+                Cond::column('status'),
+                $notActualStatusList
+            )
+        );
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Contact/AccessControlFilters/PortalOnlyContact.php

@@ -0,0 +1,54 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Contact\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Name\Attribute;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\Entities\User;
+
+class PortalOnlyContact implements Filter
+{
+    public function __construct(private User $user)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $contactId = $this->user->getContactId();
+
+        if ($contactId === null) {
+            $queryBuilder->where([Attribute::ID => null]);
+
+            return;
+        }
+
+        $queryBuilder->where([Attribute::ID => $contactId]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Contact/PrimaryFilters/AccountActive.php

@@ -0,0 +1,41 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Contact\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class AccountActive implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['@relation.isInactive' => false]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Contact/PrimaryFilters/NotPortalUsers.php

@@ -0,0 +1,43 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Contact\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class NotPortalUsers implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder
+            ->leftJoin('portalUser', 'portalUserFilter')
+            ->where(['portalUserFilter.id' => null]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Contact/PrimaryFilters/PortalUsers.php

@@ -0,0 +1,41 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Contact\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+class PortalUsers implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->join('portalUser', 'portalUserFilter');
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Document/PrimaryFilters/Active.php

@@ -0,0 +1,48 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Document\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Crm\Entities\Document;
+use Espo\ORM\Query\SelectBuilder;
+
+class Active implements Filter
+{
+    public function __construct(private Metadata $metadata) {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $statusList = $this->metadata->get("entityDefs.Document.fields.status.activeOptions") ??
+            [Document::STATUS_ACTIVE];
+
+        $queryBuilder->where(['status' => $statusList]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Document/PrimaryFilters/Draft.php

@@ -0,0 +1,44 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Document\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Crm\Entities\Document;
+use Espo\ORM\Query\SelectBuilder;
+
+class Draft implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'status' => Document::STATUS_DRAFT,
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/EmailQueueItem/PrimaryFilters/Failed.php

@@ -0,0 +1,44 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\EmailQueueItem\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Crm\Entities\EmailQueueItem;
+use Espo\ORM\Query\SelectBuilder;
+
+class Failed implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'status' => EmailQueueItem::STATUS_FAILED,
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/EmailQueueItem/PrimaryFilters/Pending.php

@@ -0,0 +1,44 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\EmailQueueItem\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Crm\Entities\EmailQueueItem;
+use Espo\ORM\Query\SelectBuilder;
+
+class Pending implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'status' => EmailQueueItem::STATUS_PENDING,
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/EmailQueueItem/PrimaryFilters/Sent.php

@@ -0,0 +1,44 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\EmailQueueItem\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Crm\Entities\EmailQueueItem;
+use Espo\ORM\Query\SelectBuilder;
+
+class Sent implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'status' => EmailQueueItem::STATUS_SENT,
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/KnowledgeBaseArticle/AccessControlFilters/Mandatory.php

@@ -0,0 +1,70 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\KnowledgeBaseArticle\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\Portal;
+use Espo\Modules\Crm\Entities\KnowledgeBaseArticle;
+use Espo\ORM\Query\Part\Condition;
+use Espo\ORM\Query\Part\Expression;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\Entities\User;
+
+class Mandatory implements Filter
+{
+    public function __construct(
+        private User $user,
+        private Metadata $metadata
+    ) {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        if (!$this->user->isPortal()) {
+            return;
+        }
+
+        $statusList = $this->metadata->get("entityDefs.KnowledgeBaseArticle.fields.status.activeOptions") ??
+            [KnowledgeBaseArticle::STATUS_PUBLISHED];
+
+        $queryBuilder
+            ->where(['status' => $statusList])
+            ->where(
+                Condition::in(
+                    Expression::column('id'),
+                    SelectBuilder::create()
+                        ->select('knowledgeBaseArticleId')
+                        ->from(KnowledgeBaseArticle::ENTITY_TYPE . Portal::ENTITY_TYPE)
+                        ->where(['portalId' => $this->user->getPortalId()])
+                        ->build()
+                )
+            );
+    }
+}

application/Espo/Modules/Crm/Classes/Select/KnowledgeBaseArticle/PrimaryFilters/Published.php

@@ -0,0 +1,50 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\KnowledgeBaseArticle\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Crm\Entities\KnowledgeBaseArticle;
+use Espo\ORM\Query\SelectBuilder;
+
+class Published implements Filter
+{
+    public function __construct(
+        private Metadata $metadata
+    ) {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $statusList = $this->metadata->get("entityDefs.KnowledgeBaseArticle.fields.status.activeOptions") ??
+            [KnowledgeBaseArticle::STATUS_PUBLISHED];
+
+        $queryBuilder->where(['status' => $statusList]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Lead/PrimaryFilters/Actual.php

@@ -0,0 +1,54 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Lead\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\Core\Utils\Metadata;
+use Espo\ORM\Query\Part\Condition as Cond;
+
+class Actual implements Filter
+{
+    public function __construct(private Metadata $metadata)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $notActualStatusList = $this->metadata
+            ->get(['entityDefs', 'Lead', 'fields', 'status', 'notActualOptions']) ?? [];
+
+        $queryBuilder->where(
+            Cond::notIn(
+                Cond::column('status'),
+                $notActualStatusList
+            )
+        );
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Lead/PrimaryFilters/Converted.php

@@ -0,0 +1,47 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Lead\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\ORM\Query\Part\Condition as Cond;
+
+class Converted implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(
+            Cond::equal(
+                Cond::column('status'),
+                'Converted'
+            )
+        );
+    }
+}

application/Espo/Modules/Crm/Classes/Select/MassEmail/AccessControlFilters/OnlyOwn.php

@@ -0,0 +1,50 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\MassEmail\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+use Espo\Entities\User;
+
+class OnlyOwn implements Filter
+{
+    public function __construct(private User $user)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder
+            ->leftJoin('campaign', 'campaignAccess')
+            ->where([
+                'campaignAccess.assignedUserId' => $this->user->getId(),
+            ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/MassEmail/AccessControlFilters/OnlyTeam.php

@@ -0,0 +1,75 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\MassEmail\AccessControlFilters;
+
+use Espo\Core\Name\Field;
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Query\SelectBuilder;
+
+use Espo\Entities\User;
+
+class OnlyTeam implements Filter
+{
+    public function __construct(private User $user)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->leftJoin('campaign', 'campaignAccess');
+
+        $teamIdList = $this->user->getLinkMultipleIdList(Field::TEAMS);
+
+        if (count($teamIdList) === 0) {
+            $queryBuilder->where([
+                'campaignAccess.assignedUserId' => $this->user->getId(),
+            ]);
+
+            return;
+        }
+
+        $queryBuilder
+            ->leftJoin(
+                'EntityTeam',
+                'entityTeamAccess',
+                [
+                    'entityTeamAccess.entityType' => 'Campaign',
+                    'entityTeamAccess.entityId:' => 'campaignAccess.id',
+                    'entityTeamAccess.deleted' => false,
+                ]
+            )
+            ->where([
+                'OR' => [
+                    'entityTeamAccess.teamId' => $teamIdList,
+                    'campaignAccess.assignedUserId' => $this->user->getId(),
+                ],
+                'campaignId!=' => null,
+            ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/MassEmail/PrimaryFilters/Actual.php

@@ -0,0 +1,47 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\MassEmail\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\ORM\Query\SelectBuilder;
+
+class Actual implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'status' => [
+                MassEmail::STATUS_PENDING,
+                MassEmail::STATUS_DRAFT,
+            ],
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/MassEmail/PrimaryFilters/Complete.php

@@ -0,0 +1,44 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\MassEmail\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\ORM\Query\SelectBuilder;
+
+class Complete implements Filter
+{
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'status' => MassEmail::STATUS_COMPLETE,
+        ]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Meeting/AccessControlFilters/OnlyOwn.php

@@ -0,0 +1,83 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Meeting\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Defs;
+use Espo\ORM\Name\Attribute;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\ORM\Query\Part\Condition as Cond;
+
+use Espo\Entities\User;
+
+class OnlyOwn implements Filter
+{
+    public function __construct(
+        private User $user,
+        private string $entityType,
+        private Defs $defs
+    ) {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $relationDefs = $this->defs
+            ->getEntity($this->entityType)
+            ->getRelation('users');
+
+        $middleEntityType = ucfirst($relationDefs->getRelationshipName());
+        $key1 = $relationDefs->getMidKey();
+
+        $queryBuilder->where(
+            Cond::in(
+                Cond::column(Attribute::ID),
+                SelectBuilder::create()
+                    ->select(Attribute::ID)
+                    ->from($this->entityType)
+                    ->leftJoin($middleEntityType, 'usersMiddle', [
+                        "usersMiddle.{$key1}:" => 'id',
+                        'usersMiddle.deleted' => false,
+                    ])
+                    ->where(
+                        Cond::or(
+                            Cond::equal(
+                                Cond::column('usersMiddle.userId'),
+                                $this->user->getId()
+                            ),
+                            Cond::equal(
+                                Cond::column('assignedUserId'),
+                                $this->user->getId()
+                            )
+                        )
+                    )
+                    ->build()
+            )
+        );
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Meeting/AccessControlFilters/OnlyTeam.php

@@ -0,0 +1,92 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Meeting\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Defs;
+use Espo\ORM\Name\Attribute;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\ORM\Query\Part\Condition as Cond;
+
+use Espo\Entities\User;
+
+class OnlyTeam implements Filter
+{
+    public function __construct(
+        private User $user,
+        private string $entityType,
+        private Defs $defs
+    ) {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $relationDefs = $this->defs
+            ->getEntity($this->entityType)
+            ->getRelation('users');
+
+        $middleEntityType = ucfirst($relationDefs->getRelationshipName());
+        $key1 = $relationDefs->getMidKey();
+
+        $queryBuilder->where(
+            Cond::in(
+                Cond::column(Attribute::ID),
+                SelectBuilder::create()
+                    ->select(Attribute::ID)
+                    ->from($this->entityType)
+                    ->leftJoin('EntityTeam', 'entityTeam', [
+                        'entityTeam.entityId:' => 'id',
+                        'entityTeam.entityType' => $this->entityType,
+                        'entityTeam.deleted' => false,
+                    ])
+                    ->leftJoin($middleEntityType, 'usersMiddle', [
+                        "usersMiddle.{$key1}:" => 'id',
+                        'usersMiddle.deleted' => false,
+                    ])
+                    ->where(
+                        Cond::or(
+                            Cond::in(
+                                Cond::column('entityTeam.teamId'),
+                                $this->user->getTeamIdList(),
+                            ),
+                            Cond::equal(
+                                Cond::column('usersMiddle.userId'),
+                                $this->user->getId()
+                            ),
+                            Cond::equal(
+                                Cond::column('assignedUserId'),
+                                $this->user->getId()
+                            )
+                        )
+                    )
+                    ->build()
+            )
+        );
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Meeting/BoolFilters/OnlyMy.php

@@ -0,0 +1,70 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Meeting\BoolFilters;
+
+use Espo\Core\Select\Bool\Filter;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\ORM\Query\Part\Where\OrGroupBuilder;
+use Espo\ORM\Query\Part\Condition as Cond;
+
+use Espo\Entities\User;
+
+class OnlyMy implements Filter
+{
+    public function __construct(private User $user)
+    {}
+
+    public function apply(SelectBuilder $queryBuilder, OrGroupBuilder $orGroupBuilder): void
+    {
+        $queryBuilder
+            ->leftJoin('users', 'usersFilterOnlyMy');
+
+        $orGroupBuilder
+            ->add(
+                Cond::and(
+                    Cond::equal(
+                        Cond::column('usersFilterOnlyMyMiddle.userId'),
+                        $this->user->getId()
+                    ),
+                    Cond::or(
+                        Cond::notEqual(
+                            Cond::column('usersFilterOnlyMyMiddle.status'),
+                            Meeting::ATTENDEE_STATUS_DECLINED
+                        ),
+                        Cond::equal(
+                            Cond::column('usersFilterOnlyMyMiddle.status'),
+                            null
+                        )
+                    )
+                )
+            );
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Meeting/PrimaryFilters/Held.php

@@ -0,0 +1,49 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Meeting\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Core\Utils\Metadata;
+use Espo\ORM\Query\SelectBuilder;
+
+class Held implements Filter
+{
+    public function __construct(
+        private string $entityType,
+        private Metadata $metadata
+    ) {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $statusList = $this->metadata->get(['scopes', $this->entityType, 'completedStatusList']) ?? [];
+
+        $queryBuilder->where(['status' => $statusList]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Meeting/PrimaryFilters/Planned.php

@@ -0,0 +1,51 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Meeting\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Core\Utils\Metadata;
+use Espo\ORM\Query\SelectBuilder;
+
+class Planned implements Filter
+{
+    public const NAME = 'planned';
+
+    public function __construct(
+        private string $entityType,
+        private Metadata $metadata
+    ) {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $statusList = $this->metadata->get(['scopes', $this->entityType, 'activityStatusList']) ?? [];
+
+        $queryBuilder->where(['status' => $statusList]);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Meeting/PrimaryFilters/Todays.php

@@ -0,0 +1,72 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Meeting\PrimaryFilters;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Entities\User;
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\Core\Select\Helpers\UserTimeZoneProvider;
+use Espo\Core\Select\Where\ConverterFactory;
+use Espo\Core\Select\Where\Item;
+use Espo\Modules\Crm\Entities\Meeting;
+use LogicException;
+
+/**
+ * @noinspection PhpUnused
+ */
+class Todays implements Filter
+{
+    public function __construct(
+        private User $user,
+        private UserTimeZoneProvider $userTimeZoneProvider,
+        private ConverterFactory $converterFactory
+    ) {}
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $item = Item::fromRaw([
+            'type' => Item\Type::TODAY,
+            'attribute' => 'dateStart',
+            'timeZone' => $this->userTimeZoneProvider->get(),
+            'dateTime' => true,
+        ]);
+
+        try {
+            $whereItem = $this->converterFactory
+                ->create(Meeting::ENTITY_TYPE, $this->user)
+                ->convert($queryBuilder, $item);
+        } catch (BadRequest $e) {
+            throw new LogicException($e->getMessage());
+        }
+
+        $queryBuilder->where($whereItem);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Meeting/Where/DateTimeItemTransformer.php

@@ -0,0 +1,112 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Meeting\Where;
+
+use Espo\Core\Select\Where\DateTimeItemTransformer as DateTimeItemTransformerInterface;
+use Espo\Core\Select\Where\DefaultDateTimeItemTransformer;
+use Espo\Core\Select\Where\Item;
+
+/**
+ * Extends to take into account DateStartDate and DateEndDate fields.
+ *
+ * @noinspection PhpUnused
+ */
+class DateTimeItemTransformer implements DateTimeItemTransformerInterface
+{
+    public function __construct(
+        private DefaultDateTimeItemTransformer $defaultDateTimeItemTransformer
+    ) {}
+
+    public function transform(Item $item): Item
+    {
+        $type = $item->getType();
+        $value = $item->getValue();
+        $attribute = $item->getAttribute();
+
+        $transformedItem = $this->defaultDateTimeItemTransformer->transform($item);
+
+        if (
+            !in_array($attribute, ['dateStart', 'dateEnd']) ||
+            in_array($type, [
+                Item\Type::IS_NULL,
+                Item\Type::EVER,
+                Item\Type::IS_NOT_NULL,
+            ])
+        ) {
+            return $transformedItem;
+        }
+
+        $attributeDate = $attribute . 'Date';
+
+        if (is_string($value)) {
+            if (strlen($value) > 11) {
+                return $transformedItem;
+            }
+        } else if (is_array($value)) {
+            foreach ($value as $valueItem) {
+                if (is_string($valueItem) && strlen($valueItem) > 11) {
+                    return $transformedItem;
+                }
+            }
+        }
+
+        $datePartRaw = [
+            'attribute' => $attributeDate,
+            'type' => $type,
+            'value' => $value,
+        ];
+
+        $data = $item->getData();
+
+        if ($data instanceof Item\Data\DateTime) {
+            $datePartRaw['timeZone'] = $data->getTimeZone();
+        }
+
+        $raw = [
+            'type' => Item::TYPE_OR,
+            'value' => [
+                $datePartRaw,
+                [
+                    'type' => Item::TYPE_AND,
+                    'value' => [
+                        $transformedItem->getRaw(),
+                        [
+                            'type' => Item\Type::IS_NULL,
+                            'attribute' => $attributeDate,
+                        ]
+                    ]
+
+                ]
+            ]
+        ];
+
+        return Item::fromRaw($raw);
+    }
+}

application/Espo/Modules/Crm/Classes/Select/Opportunity/PrimaryFilters/Lost.php

@@ -0,0 +1,58 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Modules\Crm\Classes\Select\Opportunity\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\ORM\Query\Part\Condition as Cond;
+
+use Espo\Modules\Crm\Classes\Select\Opportunity\Utils\StageListProvider;
+
+class Lost implements Filter
+{
+    private $stageListPoriver;
+
+    public function __construct(StageListProvider $stageListPoriver)
+    {
+        $this->stageListPoriver = $stageListPoriver;
+    }
+
+    public function apply(SelectBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(
+            Cond::in(
+                Cond::column('stage'),
+                array_merge(
+                    $this->stageListPoriver->getLost(),
+                )
+            )
+        );
+    }
+}