Initial commit

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);
+    }
+}