Initial commit

application/Espo/Modules/Crm/Tools/Activities/Api/Get.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\Tools\Activities\Api;
+
+use Espo\Core\Acl;
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\SearchParamsFetcher;
+use Espo\Modules\Crm\Tools\Activities\FetchParams as ActivitiesFetchParams;
+use Espo\Modules\Crm\Tools\Activities\Service as Service;
+
+/**
+ * Activities related to a record.
+ */
+class Get implements Action
+{
+    public function __construct(
+        private SearchParamsFetcher $searchParamsFetcher,
+        private Service $service,
+        private Acl $acl
+    ) {}
+
+    public function process(Request $request): Response
+    {
+        if (!$this->acl->check('Activities')) {
+            throw new Forbidden();
+        }
+
+        $parentType = $request->getRouteParam('parentType');
+        $id = $request->getRouteParam('id');
+        $type = $request->getRouteParam('type');
+
+        if (
+            !$parentType ||
+            !$id ||
+            !in_array($type, ['activities', 'history'])
+        ) {
+            throw new BadRequest();
+        }
+
+        $searchParams = $this->searchParamsFetcher->fetch($request);
+
+        $offset = $searchParams->getOffset();
+        $maxSize = $searchParams->getMaxSize();
+
+        $targetEntityType = $request->getQueryParam('entityType');
+
+        $fetchParams = new ActivitiesFetchParams($maxSize, $offset, $targetEntityType);
+
+        $result = $type === 'history' ?
+            $this->service->getHistory($parentType, $id, $fetchParams) :
+            $this->service->getActivities($parentType, $id, $fetchParams);
+
+        return ResponseComposer::json($result->toApiOutput());
+    }
+}

application/Espo/Modules/Crm/Tools/Activities/Api/GetComposeAddressList.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\Tools\Activities\Api;
+
+use Espo\Core\Acl;
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Modules\Crm\Tools\Activities\ComposeEmailService;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @noinspection PhpUnused
+ */
+class GetComposeAddressList implements Action
+{
+    public function __construct(
+        private Acl $acl,
+        private EntityManager $entityManager,
+        private ComposeEmailService $service
+    ) {}
+
+    public function process(Request $request): Response
+    {
+        $parentType = $request->getRouteParam('parentType');
+        $id = $request->getRouteParam('id');
+
+        if (!$parentType || !$id) {
+            throw new BadRequest();
+        }
+
+        $entity = $this->fetchEntity($parentType, $id);
+
+        $list = $this->service->getEmailAddressList($entity);
+
+        return ResponseComposer::json(
+            array_map(fn ($item) => $item->getValueMap(), $list)
+        );
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    private function fetchEntity(string $parentType, string $id): Entity
+    {
+        $entity = $this->entityManager->getEntityById($parentType, $id);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityRead($entity)) {
+            throw new Forbidden();
+        }
+
+        return $entity;
+    }
+}

application/Espo/Modules/Crm/Tools/Activities/Api/GetListTyped.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\Tools\Activities\Api;
+
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Record\SearchParamsFetcher;
+use Espo\Modules\Crm\Tools\Activities\Service as Service;
+
+/**
+ * Activities of specific entity type related to a record.
+ */
+class GetListTyped implements Action
+{
+    public function __construct(
+        private SearchParamsFetcher $searchParamsFetcher,
+        private Service $service
+    ) {}
+
+    public function process(Request $request): Response
+    {
+        $parentType = $request->getRouteParam('parentType');
+        $id = $request->getRouteParam('id');
+        $type = $request->getRouteParam('type');
+        $targetType = $request->getRouteParam('targetType');
+
+        if (
+            !$parentType ||
+            !$id ||
+            !$type ||
+            !$targetType
+        ) {
+            throw new BadRequest();
+        }
+
+        if ($type === 'activities') {
+            $isHistory = false;
+        } else if ($type === 'history') {
+            $isHistory = true;
+        } else {
+            throw new BadRequest("Bad type.");
+        }
+
+        $searchParams = $this->searchParamsFetcher->fetch($request);
+
+        $result = $this->service->findActivitiesEntityType(
+            $parentType,
+            $id,
+            $targetType,
+            $isHistory,
+            $searchParams
+        );
+
+        return ResponseComposer::json($result->toApiOutput());
+    }
+}

application/Espo/Modules/Crm/Tools/Activities/Api/GetUpcoming.php

@@ -0,0 +1,106 @@
+<?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\Tools\Activities\Api;
+
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\SearchParamsFetcher;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Tools\Activities\Upcoming\Params;
+use Espo\Modules\Crm\Tools\Activities\UpcomingService;
+
+/**
+ * Upcoming activities.
+ *
+ * @noinspection PhpUnused
+ */
+class GetUpcoming implements Action
+{
+    public function __construct(
+        private User $user,
+        private SearchParamsFetcher $searchParamsFetcher,
+        private UpcomingService $service
+    ) {}
+
+    public function process(Request $request): Response
+    {
+        $userId = $request->getQueryParam('userId') ?? $this->user->getId();
+
+        $params = $this->fetchParams($request);
+
+        $result = $this->service->get($userId, $params);
+
+        return ResponseComposer::json($result->toApiOutput());
+    }
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     */
+    private function fetchParams(Request $request): Params
+    {
+        $entityTypeList = $this->fetchEntityTypeList($request);
+        $futureDays = $request->hasQueryParam('futureDays') ? intval($request->getQueryParam('futureDays')) : null;
+        $searchParams = $this->searchParamsFetcher->fetch($request);
+
+        return new Params(
+            offset: $searchParams->getOffset(),
+            maxSize: $searchParams->getMaxSize(),
+            futureDays: $futureDays,
+            entityTypeList: $entityTypeList,
+            includeShared: $request->getQueryParam('includeShared') === 'true',
+        );
+    }
+
+    /**
+     * @return ?string[]
+     * @throws BadRequest
+     */
+    private function fetchEntityTypeList(Request $request): ?array
+    {
+        $entityTypeList = $request->getQueryParams()['entityTypeList'] ?? null;
+
+        if (!is_array($entityTypeList) && $entityTypeList !== null) {
+            throw new BadRequest("Bad entityTypeList.");
+        }
+
+        foreach ($entityTypeList ?? [] as $it) {
+            if (!is_string($it)) {
+                throw new BadRequest("Bad item in entityTypeList.");
+            }
+        }
+
+        return $entityTypeList;
+    }
+}

application/Espo/Modules/Crm/Tools/Activities/ComposeEmailService.php

@@ -0,0 +1,174 @@
+<?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\Tools\Activities;
+
+use Espo\Core\Acl;
+use Espo\Core\Field\EmailAddress;
+use Espo\Core\Templates\Entities\Company;
+use Espo\Core\Templates\Entities\Person;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\ORM\Defs\RelationDefs;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Type\RelationType;
+use Espo\Tools\Email\EmailAddressEntityPair;
+
+class ComposeEmailService
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private  Metadata $metadata,
+        private Acl $acl
+    ) {}
+
+    /**
+     * @return EmailAddressEntityPair[]
+     */
+    public function getEmailAddressList(Entity $entity): array
+    {
+        $relations = $this->getRelations($entity);
+
+        foreach ($relations as $relation) {
+            $address = $this->getPersonEmailAddress($entity, $relation->getName());
+
+            if ($address) {
+                return [$address];
+            }
+        }
+
+        return [];
+    }
+
+    private function getPersonEmailAddress(Entity $entity, string $link): ?EmailAddressEntityPair
+    {
+        $foreignEntity = $this->entityManager
+            ->getRDBRepository($entity->getEntityType())
+            ->getRelation($entity, $link)
+            ->findOne();
+
+        if (!$foreignEntity) {
+            return null;
+        }
+
+        if (!$this->acl->checkEntityRead($foreignEntity)) {
+            return null;
+        }
+
+        if (!$this->acl->checkField($foreignEntity->getEntityType(), 'emailAddress')) {
+            return null;
+        }
+
+        /** @var ?string $address */
+        $address = $foreignEntity->get('emailAddress');
+
+        if (!$address) {
+            return null;
+        }
+
+        $emailAddress = EmailAddress::create($address);
+
+        return new EmailAddressEntityPair($emailAddress, $foreignEntity);
+    }
+
+    /**
+     * @return RelationDefs[]
+     */
+    private function getRelations(Entity $entity): array
+    {
+        $relations = $this->entityManager
+            ->getDefs()
+            ->getEntity($entity->getEntityType())
+            ->getRelationList();
+
+        $targetRelations = [];
+
+        foreach ($relations as $relation) {
+            if (
+                $relation->getType() !== RelationType::BELONGS_TO &&
+                $relation->getType() !== RelationType::HAS_ONE
+            ) {
+                continue;
+            }
+
+            $foreignEntityType = $relation->getForeignEntityType();
+
+            if (
+                $foreignEntityType !== Account::ENTITY_TYPE &&
+                $foreignEntityType !== Contact::ENTITY_TYPE &&
+                $foreignEntityType !== Lead::ENTITY_TYPE &&
+                $this->metadata->get("scopes.$foreignEntityType.type") !== Person::TEMPLATE_TYPE &&
+                $this->metadata->get("scopes.$foreignEntityType.type") !== Company::TEMPLATE_TYPE
+            ) {
+                continue;
+            }
+
+            $targetRelations[] = $relation;
+        }
+
+        return $this->sortRelations($targetRelations);
+    }
+
+    /**
+     * @param RelationDefs[] $targetRelations
+     * @return RelationDefs[]
+     */
+    private function sortRelations(array $targetRelations): array
+    {
+        usort($targetRelations, function (RelationDefs $a, RelationDefs $b) {
+            $entityTypeList = [
+                Account::ENTITY_TYPE,
+                Contact::ENTITY_TYPE,
+                Lead::ENTITY_TYPE,
+            ];
+
+            $index1 = array_search($a->getForeignEntityType(), $entityTypeList);
+            $index2 = array_search($b->getForeignEntityType(), $entityTypeList);
+
+            if ($index1 !== false && $index2 === false) {
+                return -1;
+            }
+
+            if ($index1 === false && $index2 !== false) {
+                return 1;
+            }
+
+            if ($index1 !== false && $index2 !== false && $index1 !== $index2) {
+                return $index1 - $index2;
+            }
+
+            return 0;
+        });
+
+        return $targetRelations;
+    }
+}

application/Espo/Modules/Crm/Tools/Activities/FetchParams.php

@@ -0,0 +1,62 @@
+<?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\Tools\Activities;
+
+class FetchParams
+{
+    private ?int $maxSize;
+    private ?int $offset;
+    private ?string $entityType;
+
+    public function __construct(
+        ?int $maxSize,
+        ?int $offset,
+        ?string $entityType
+    ) {
+        $this->maxSize = $maxSize;
+        $this->offset = $offset;
+        $this->entityType = $entityType;
+    }
+
+    public function getMaxSize(): ?int
+    {
+        return $this->maxSize;
+    }
+
+    public function getOffset(): ?int
+    {
+        return $this->offset;
+    }
+
+    public function getEntityType(): ?string
+    {
+        return $this->entityType;
+    }
+}

application/Espo/Modules/Crm/Tools/Activities/PopupNotificationsProvider.php

@@ -0,0 +1,162 @@
+<?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\Tools\Activities;
+
+use DateInterval;
+use DateTime;
+use Espo\Core\Name\Field;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\DateTime as DateTimeUtil;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\Modules\Crm\Entities\Reminder;
+use Espo\Modules\Crm\Entities\Task;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Name\Attribute;
+use Espo\Tools\PopupNotification\Item;
+use Espo\Tools\PopupNotification\Provider;
+use Exception;
+
+class PopupNotificationsProvider implements Provider
+{
+    private const REMINDER_PAST_HOURS = 24;
+
+    private Config $config;
+    private EntityManager $entityManager;
+
+    public function __construct(
+        Config $config,
+        EntityManager $entityManager
+    ) {
+        $this->config = $config;
+        $this->entityManager = $entityManager;
+    }
+
+    /**
+     * @return Item[]
+     * @throws Exception
+     */
+    public function get(User $user): array
+    {
+        $userId = $user->getId();
+
+        $dt = new DateTime();
+
+        $pastHours = $this->config->get('reminderPastHours', self::REMINDER_PAST_HOURS);
+
+        $now = $dt->format(DateTimeUtil::SYSTEM_DATE_TIME_FORMAT);
+
+        $nowShifted = $dt
+            ->sub(new DateInterval('PT' . $pastHours . 'H'))
+            ->format(DateTimeUtil::SYSTEM_DATE_TIME_FORMAT);
+
+        /** @var iterable<Reminder> $reminderCollection */
+        $reminderCollection = $this->entityManager
+            ->getRDBRepositoryByClass(Reminder::class)
+            ->select([
+                'id',
+                'entityType',
+                'entityId',
+            ])
+            ->where([
+                'type' => Reminder::TYPE_POPUP,
+                'userId' => $userId,
+                'remindAt<=' => $now,
+                'startAt>' => $nowShifted,
+            ])
+            ->find();
+
+        $resultList = [];
+
+        foreach ($reminderCollection as $reminder) {
+            $reminderId = $reminder->getId();
+            $entityType = $reminder->getTargetEntityType();
+            $entityId = $reminder->getTargetEntityId();
+
+            if (!$entityId || !$entityType) {
+                continue;
+            }
+
+            $entity = $this->entityManager->getEntityById($entityType, $entityId);
+
+            if (!$entity) {
+                continue;
+            }
+
+            $data = null;
+
+            if (
+                $entity instanceof CoreEntity &&
+                $entity->hasLinkMultipleField('users') &&
+                $entity->hasAttribute('usersColumns')
+            ) {
+                $status = $entity->getLinkMultipleColumn('users', 'status', $userId);
+
+                if ($status === Meeting::ATTENDEE_STATUS_DECLINED) {
+                    $this->removeReminder($reminderId);
+
+                    continue;
+                }
+            }
+
+            $dateField = $entityType === Task::ENTITY_TYPE ?
+                'dateEnd' :
+                'dateStart';
+
+            $data = (object) [
+                'id' => $entity->getId(),
+                'entityType' => $entityType,
+                'name' => $entity->get(Field::NAME),
+                'dateField' => $dateField,
+                'attributes' => (object) [
+                    $dateField => $entity->get($dateField),
+                    $dateField . 'Date' => $entity->get($dateField . 'Date'),
+                ],
+            ];
+
+            $resultList[] = new Item($reminderId, $data);
+        }
+
+        return $resultList;
+    }
+
+    private function removeReminder(string $id): void
+    {
+        $deleteQuery = $this->entityManager
+            ->getQueryBuilder()
+            ->delete()
+            ->from(Reminder::ENTITY_TYPE)
+            ->where([Attribute::ID => $id])
+            ->build();
+
+        $this->entityManager->getQueryExecutor()->execute($deleteQuery);
+    }
+}

application/Espo/Modules/Crm/Tools/Activities/Upcoming/Params.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\Tools\Activities\Upcoming;
+
+class Params
+{
+    /**
+     * @param ?string[] $entityTypeList
+     */
+    public function __construct(
+        readonly public ?int $offset = null,
+        readonly public ?int $maxSize = null,
+        readonly public ?int $futureDays = null,
+        readonly public ?array $entityTypeList = null,
+        readonly public bool $includeShared = false,
+    ) {}
+}

application/Espo/Modules/Crm/Tools/Activities/UpcomingService.php

@@ -0,0 +1,410 @@
+<?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\Tools\Activities;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Name\Field;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Core\Select\Bool\Filters\OnlyMy;
+use Espo\Core\Select\Bool\Filters\Shared;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\DateTime as DateTimeUtil;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\Preferences;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Classes\Select\Meeting\PrimaryFilters\Planned;
+use Espo\Modules\Crm\Classes\Select\Task\PrimaryFilters\Actual;
+use Espo\Modules\Crm\Entities\Task;
+use Espo\Modules\Crm\Tools\Activities\Upcoming\Params;
+use Espo\ORM\EntityCollection;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Entity;
+use Espo\ORM\Query\Select;
+use Espo\Core\Acl\Table;
+use Espo\Core\Record\Collection as RecordCollection;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Core\Select\Where\ConverterFactory as WhereConverterFactory;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\ORM\Query\SelectBuilder;
+
+use Exception;
+use PDO;
+use DateTime;
+use RuntimeException;
+
+class UpcomingService
+{
+    private const UPCOMING_ACTIVITIES_FUTURE_DAYS = 1;
+    private const UPCOMING_ACTIVITIES_TASK_FUTURE_DAYS = 7;
+
+    public function __construct(
+        private WhereConverterFactory $whereConverterFactory,
+        private SelectBuilderFactory $selectBuilderFactory,
+        private Config $config,
+        private Metadata $metadata,
+        private Acl $acl,
+        private EntityManager $entityManager,
+        private ServiceContainer $serviceContainer,
+        private Config\ApplicationConfig $applicationConfig,
+    ) {}
+
+    /**
+     * Get upcoming activities.
+     *
+     * @return RecordCollection<Entity>
+     * @throws Forbidden
+     * @throws NotFound
+     * @throws BadRequest
+     */
+    public function get(string $userId, Params $params): RecordCollection
+    {
+        /** @var ?User $user */
+        $user = $this->entityManager->getEntityById(User::ENTITY_TYPE, $userId);
+
+        if (!$user) {
+            throw new NotFound();
+        }
+
+        $this->accessCheck($user);
+
+        $entityTypeList = $params->entityTypeList ?? $this->config->get('activitiesEntityList', []);
+
+        $futureDays = $params->futureDays ??
+            $this->config->get('activitiesUpcomingFutureDays', self::UPCOMING_ACTIVITIES_FUTURE_DAYS);
+
+        $queryList = [];
+
+        foreach ($entityTypeList as $entityType) {
+            if (
+                !$this->metadata->get(['scopes', $entityType, 'activity']) &&
+                $entityType !== Task::ENTITY_TYPE
+            ) {
+                continue;
+            }
+
+            if (
+                !$this->acl->checkScope($entityType, Table::ACTION_READ) ||
+                !$this->metadata->get(['entityDefs', $entityType, 'fields', 'dateStart']) ||
+                !$this->metadata->get(['entityDefs', $entityType, 'fields', 'dateEnd'])
+            ) {
+                continue;
+            }
+
+            $queryList[] = $this->getEntityTypeQuery($entityType, $user, $futureDays, $params->includeShared);
+        }
+
+        if ($queryList === []) {
+            return RecordCollection::create(new EntityCollection(), 0);
+        }
+
+        $builder = $this->entityManager
+            ->getQueryBuilder()
+            ->union();
+
+        foreach ($queryList as $query) {
+            $builder->query($query);
+        }
+
+        $unionCountQuery = $builder->build();
+
+        $countQuery = $this->entityManager->getQueryBuilder()
+            ->select()
+            ->fromQuery($unionCountQuery, 'c')
+            ->select('COUNT:(c.id)', 'count')
+            ->build();
+
+        $countSth = $this->entityManager->getQueryExecutor()->execute($countQuery);
+
+        $row = $countSth->fetch(PDO::FETCH_ASSOC);
+
+        $totalCount = $row['count'];
+
+        $offset = $params->offset ?? 0;
+        $maxSize = $params->maxSize ?? 0;
+
+        $unionQuery = $builder
+            ->order('dateEndIsNull')
+            ->order('order')
+            ->order('dateStart')
+            ->order('dateEnd')
+            ->order('name')
+            ->limit($offset, $maxSize)
+            ->build();
+
+        $sth = $this->entityManager->getQueryExecutor()->execute($unionQuery);
+
+        $rows = $sth->fetchAll(PDO::FETCH_ASSOC) ?: [];
+
+        $collection = new EntityCollection();
+
+        foreach ($rows as $row) {
+            /** @var string $itemEntityType */
+            $itemEntityType = $row['entityType'];
+            /** @var string $itemId */
+            $itemId = $row['id'];
+
+            $entity = $this->entityManager->getEntityById($itemEntityType, $itemId);
+
+            if (!$entity) {
+                // @todo Revise.
+                $entity = $this->entityManager->getNewEntity($itemEntityType);
+
+                $entity->set('id', $itemId);
+            }
+
+            if (
+                $entity instanceof CoreEntity &&
+                $entity->hasLinkParentField(Field::PARENT)
+            ) {
+                $entity->loadParentNameField(Field::PARENT);
+            }
+
+            $this->serviceContainer->get($itemEntityType)->prepareEntityForOutput($entity);
+
+            $collection->append($entity);
+        }
+
+        /** @var RecordCollection<Entity> */
+        return RecordCollection::create($collection, $totalCount);
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws BadRequest
+     */
+    private function getEntityTypeQuery(string $entityType, User $user, int $futureDays, bool $includeShared): Select
+    {
+        try {
+            $beforeString = (new DateTime())->modify('+' . $futureDays . ' days')
+                ->format(DateTimeUtil::SYSTEM_DATE_TIME_FORMAT);
+        } catch (Exception $e) {
+            throw new RuntimeException($e->getMessage(), 0, $e);
+        }
+
+        $builder = $this->selectBuilderFactory
+            ->create()
+            ->from($entityType)
+            ->forUser($user)
+            ->withBoolFilter(OnlyMy::NAME)
+            ->withStrictAccessControl();
+
+        if ($includeShared && $this->metadata->get("scopes.$entityType.collaborators")) {
+            $builder->withBoolFilter(Shared::NAME);
+        }
+
+        $orderField = 'dateStart';
+        $primaryFilter = Planned::NAME;
+
+        if ($entityType === Task::ENTITY_TYPE) {
+            $orderField = 'dateEnd';
+            $primaryFilter = Actual::NAME;
+        }
+
+        $builder->withPrimaryFilter($primaryFilter);
+
+        $queryBuilder = $builder->buildQueryBuilder();
+
+        $this->apply($entityType, $user, $queryBuilder, $beforeString);
+
+        $queryBuilder->select([
+            'id',
+            'name',
+            'dateStart',
+            'dateEnd',
+            ['"' . $entityType . '"', 'entityType'],
+            ['IS_NULL:(dateEnd)', 'dateEndIsNull'],
+            [$orderField, 'order'],
+        ]);
+
+        return $queryBuilder->build();
+    }
+
+    private function getUserTimeZone(User $user): string
+    {
+        $preferences = $this->entityManager->getEntityById(Preferences::ENTITY_TYPE, $user->getId());
+
+        if ($preferences) {
+            $timeZone = $preferences->get('timeZone');
+
+            if ($timeZone) {
+                return $timeZone;
+            }
+        }
+
+        return $this->applicationConfig->getTimeZone();
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    private function accessCheck(Entity $entity): void
+    {
+        if ($entity instanceof User) {
+            if (!$this->acl->checkUserPermission($entity, Acl\Permission::USER_CALENDAR)) {
+                throw new Forbidden();
+            }
+
+            return;
+        }
+
+        if (!$this->acl->check($entity, Table::ACTION_READ)) {
+            throw new Forbidden();
+        }
+    }
+
+    /**
+     * @throws BadRequest
+     */
+    private function applyTask(
+        User $user,
+        SelectBuilder $queryBuilder,
+        string $beforeString
+    ): void {
+
+        $converter = $this->whereConverterFactory->create(Task::ENTITY_TYPE, $user);
+        $timeZone = $this->getUserTimeZone($user);
+
+        $upcomingTaskFutureDays = $this->config->get(
+            'activitiesUpcomingTaskFutureDays',
+            self::UPCOMING_ACTIVITIES_TASK_FUTURE_DAYS
+        );
+
+        $taskBeforeString = (new DateTime())
+            ->modify('+' . $upcomingTaskFutureDays . ' days')
+            ->format(DateTimeUtil::SYSTEM_DATE_TIME_FORMAT);
+
+        $queryBuilder->where([
+            'OR' => [
+                [
+                    'dateStart' => null,
+                    'OR' => [
+                        'dateEnd' => null,
+                        $converter->convert(
+                            $queryBuilder,
+                            WhereItem::fromRaw([
+                                'type' => 'before',
+                                'attribute' => 'dateEnd',
+                                'value' => $taskBeforeString,
+                            ])
+                        )->getRaw()
+                    ]
+                ],
+                [
+                    'dateStart!=' => null,
+                    'OR' => [
+                        $converter->convert(
+                            $queryBuilder,
+                            WhereItem::fromRaw([
+                                'type' => 'past',
+                                'attribute' => 'dateStart',
+                                'dateTime' => true,
+                                'timeZone' => $timeZone,
+                            ])
+                        )->getRaw(),
+                        $converter->convert(
+                            $queryBuilder,
+                            WhereItem::fromRaw([
+                                'type' => 'today',
+                                'attribute' => 'dateStart',
+                                'dateTime' => true,
+                                'timeZone' => $timeZone,
+                            ])
+                        )->getRaw(),
+                        $converter->convert(
+                            $queryBuilder,
+                            WhereItem::fromRaw([
+                                'type' => 'before',
+                                'attribute' => 'dateStart',
+                                'value' => $beforeString,
+                            ])
+                        )->getRaw(),
+                    ]
+                ],
+            ],
+        ]);
+    }
+
+    /**
+     * @throws BadRequest
+     */
+    private function apply(
+        string $entityType,
+        User $user,
+        SelectBuilder $queryBuilder,
+        string $beforeString
+    ): void {
+
+        if ($entityType === Task::ENTITY_TYPE) {
+            $this->applyTask($user, $queryBuilder, $beforeString);
+
+            return;
+        }
+
+        $converter = $this->whereConverterFactory->create($entityType, $user);
+        $timeZone = $this->getUserTimeZone($user);
+
+        $queryBuilder->where([
+            'OR' => [
+                $converter->convert(
+                    $queryBuilder,
+                    WhereItem::fromRaw([
+                        'type' => 'today',
+                        'attribute' => 'dateStart',
+                        'dateTime' => true,
+                        'timeZone' => $timeZone,
+                    ])
+                )->getRaw(),
+                [
+                    $converter->convert(
+                        $queryBuilder,
+                        WhereItem::fromRaw([
+                            'type' => 'future',
+                            'attribute' => 'dateEnd',
+                            'dateTime' => true,
+                            'timeZone' => $timeZone,
+                        ])
+                    )->getRaw(),
+                    $converter->convert(
+                        $queryBuilder,
+                        WhereItem::fromRaw([
+                            'type' => 'before',
+                            'attribute' => 'dateStart',
+                            'value' => $beforeString,
+                        ])
+                    )->getRaw(),
+                ],
+            ],
+        ]);
+    }
+}

application/Espo/Modules/Crm/Tools/Calendar/Api/GetBusyRanges.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\Tools\Calendar\Api;
+
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Field\DateTime;
+use Espo\Modules\Crm\Tools\Calendar\Item as CalendarItem;
+use Espo\Modules\Crm\Tools\Calendar\Service;
+
+use stdClass;
+
+/**
+ * Busy-ranges.
+ */
+class GetBusyRanges implements Action
+{
+    public function __construct(private Service $calendarService) {}
+
+    public function process(Request $request): Response
+    {
+        $from = $request->getQueryParam('from');
+        $to = $request->getQueryParam('to');
+        $userIdListString = $request->getQueryParam('userIdList');
+
+        if (!$from || !$to || !$userIdListString) {
+            throw new BadRequest();
+        }
+
+        $userIdList = explode(',', $userIdListString);
+
+        $map = $this->calendarService->fetchBusyRangesForUsers(
+            $userIdList,
+            DateTime::fromString($from),
+            DateTime::fromString($to),
+            $request->getQueryParam('entityType'),
+            $request->getQueryParam('entityId')
+        );
+
+        $result = (object) [];
+
+        foreach ($map as $userId => $itemList) {
+            $result->$userId = self::itemListToRaw($itemList);
+        }
+
+        return ResponseComposer::json($result);
+    }
+
+    /**
+     * @param CalendarItem[] $itemList
+     * @return stdClass[]
+     */
+    private static function itemListToRaw(array $itemList): array
+    {
+        return array_map(fn (CalendarItem $item) => $item->getRaw(), $itemList);
+    }
+}

application/Espo/Modules/Crm/Tools/Calendar/Api/GetCalendar.php

@@ -0,0 +1,138 @@
+<?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\Tools\Calendar\Api;
+
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Acl;
+use Espo\Core\Field\DateTime;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Tools\Calendar\FetchParams;
+use Espo\Modules\Crm\Tools\Calendar\Item as CalendarItem;
+use Espo\Modules\Crm\Tools\Calendar\Service;
+
+use stdClass;
+
+/**
+ * Calendar events.
+ */
+class GetCalendar implements Action
+{
+    private const MAX_CALENDAR_RANGE = 123;
+
+    public function __construct(
+        private Service $calendarService,
+        private Acl $acl,
+        private User $user
+    ) {}
+
+    public function process(Request $request): Response
+    {
+        if (!$this->acl->check('Calendar')) {
+            throw new Forbidden();
+        }
+
+        $from = $request->getQueryParam('from');
+        $to = $request->getQueryParam('to');
+        $isAgenda = $request->getQueryParam('agenda') === 'true';
+
+        if (empty($from) || empty($to)) {
+            throw new BadRequest();
+        }
+
+        if (strtotime($to) - strtotime($from) > self::MAX_CALENDAR_RANGE * 24 * 3600) {
+            throw new Forbidden('Too long range.');
+        }
+
+        $scopeList = null;
+
+        if ($request->getQueryParam('scopeList') !== null) {
+            $scopeList = explode(',', $request->getQueryParam('scopeList'));
+        }
+
+        $userId = $request->getQueryParam('userId');
+        $userIdList = $request->getQueryParam('userIdList');
+        $teamIdList = $request->getQueryParam('teamIdList');
+
+        $fetchParams = FetchParams
+            ::create(
+                DateTime::fromString($from),
+                DateTime::fromString($to)
+            )
+            ->withScopeList($scopeList);
+
+        if ($teamIdList) {
+            $teamIdList = explode(',', $teamIdList);
+
+            $raw = self::itemListToRaw(
+                $this->calendarService->fetchForTeams($teamIdList, $fetchParams)
+            );
+
+            return ResponseComposer::json($raw);
+        }
+
+        if ($userIdList) {
+            $userIdList = explode(',', $userIdList);
+
+            $raw = self::itemListToRaw(
+                $this->calendarService->fetchForUsers($userIdList, $fetchParams)
+            );
+
+            return ResponseComposer::json($raw);
+        }
+
+        if (!$userId) {
+            $userId = $this->user->getId();
+        }
+
+        $fetchParams = $fetchParams
+            ->withIsAgenda($isAgenda)
+            ->withWorkingTimeRanges();
+
+        $raw = self::itemListToRaw(
+            $this->calendarService->fetch($userId, $fetchParams)
+        );
+
+        return ResponseComposer::json($raw);
+    }
+
+    /**
+     * @param CalendarItem[] $itemList
+     * @return stdClass[]
+     */
+    private static function itemListToRaw(array $itemList): array
+    {
+        return array_map(fn (CalendarItem $item) => $item->getRaw(), $itemList);
+    }
+}

application/Espo/Modules/Crm/Tools/Calendar/Api/GetTimeline.php

@@ -0,0 +1,116 @@
+<?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\Tools\Calendar\Api;
+
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Acl;
+use Espo\Core\Field\DateTime;
+use Espo\Modules\Crm\Tools\Calendar\FetchParams;
+use Espo\Modules\Crm\Tools\Calendar\Item as CalendarItem;
+use Espo\Modules\Crm\Tools\Calendar\Service;
+
+use stdClass;
+
+/**
+ * Get timeline items.
+ */
+class GetTimeline implements Action
+{
+    private const MAX_CALENDAR_RANGE = 123;
+
+    public function __construct(
+        private Service $calendarService,
+        private Acl $acl
+    ) {}
+
+    public function process(Request $request): Response
+    {
+        if (!$this->acl->check('Calendar')) {
+            throw new Forbidden();
+        }
+
+        $from = $request->getQueryParam('from');
+        $to = $request->getQueryParam('to');
+
+        if (empty($from) || empty($to)) {
+            throw new BadRequest();
+        }
+
+        if (strtotime($to) - strtotime($from) > self::MAX_CALENDAR_RANGE * 24 * 3600) {
+            throw new Forbidden('Too long range.');
+        }
+
+        $scopeList = null;
+
+        if ($request->getQueryParam('scopeList') !== null) {
+            $scopeList = explode(',', $request->getQueryParam('scopeList'));
+        }
+
+        $userId = $request->getQueryParam('userId');
+        $userIdList = $request->getQueryParam('userIdList');
+
+        $userIdList = $userIdList ? explode(',', $userIdList) : [];
+
+        if ($userId) {
+            $userIdList[] = $userId;
+        }
+
+        $fetchParams = FetchParams
+            ::create(
+                DateTime::fromString($from . ':00'),
+                DateTime::fromString($to . ':00')
+            )
+            ->withScopeList($scopeList);
+
+        $map = $this->calendarService->fetchTimelineForUsers($userIdList, $fetchParams);
+
+        $result = (object) [];
+
+        foreach ($map as $userId => $itemList) {
+            $result->$userId = self::itemListToRaw($itemList);
+        }
+
+        return ResponseComposer::json($result);
+    }
+
+    /**
+     * @param CalendarItem[] $itemList
+     * @return stdClass[]
+     */
+    private static function itemListToRaw(array $itemList): array
+    {
+        return array_map(fn (CalendarItem $item) => $item->getRaw(), $itemList);
+    }
+}

application/Espo/Modules/Crm/Tools/Calendar/FetchParams.php

@@ -0,0 +1,152 @@
+<?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\Tools\Calendar;
+
+use Espo\Core\Field\DateTime;
+
+class FetchParams
+{
+    private DateTime $from;
+    private DateTime $to;
+    private bool $isAgenda = false;
+    private bool $skipAcl = false;
+    /** @var ?string[] */
+    private ?array $scopeList = null;
+    private bool $workingTimeRanges = false;
+    private bool $workingTimeRangesInverted = false;
+
+    public function __construct(DateTime $from, DateTime $to)
+    {
+        $this->from = $from;
+        $this->to = $to;
+    }
+
+    public static function create(DateTime $from, DateTime $to): self
+    {
+        return new self($from, $to);
+    }
+
+    public function withFrom(DateTime $from): self
+    {
+        $obj = clone $this;
+        $obj->from = $from;
+
+        return $obj;
+    }
+
+    public function withTo(DateTime $to): self
+    {
+        $obj = clone $this;
+        $obj->to = $to;
+
+        return $obj;
+    }
+
+    public function withIsAgenda(bool $isAgenda = true): self
+    {
+        $obj = clone $this;
+        $obj->isAgenda = $isAgenda;
+
+        return $obj;
+    }
+
+    public function withSkipAcl(bool $skipAcl = true): self
+    {
+        $obj = clone $this;
+        $obj->skipAcl = $skipAcl;
+
+        return $obj;
+    }
+
+    /**
+     * @param ?string[] $scopeList
+     */
+    public function withScopeList(?array $scopeList): self
+    {
+        $obj = clone $this;
+        $obj->scopeList = $scopeList;
+
+        return $obj;
+    }
+
+    public function withWorkingTimeRanges(bool $workingTimeRanges = true): self
+    {
+        $obj = clone $this;
+        $obj->workingTimeRanges = $workingTimeRanges;
+
+        return $obj;
+    }
+
+    public function withWorkingTimeRangesInverted(bool $workingTimeRangesInverted = true): self
+    {
+        $obj = clone $this;
+        $obj->workingTimeRangesInverted = $workingTimeRangesInverted;
+
+        return $obj;
+    }
+
+    public function getFrom(): DateTime
+    {
+        return $this->from;
+    }
+
+    public function getTo(): DateTime
+    {
+        return $this->to;
+    }
+
+    public function isAgenda(): bool
+    {
+        return $this->isAgenda;
+    }
+
+    public function skipAcl(): bool
+    {
+        return $this->skipAcl;
+    }
+
+    /**
+     * @return ?string[]
+     */
+    public function getScopeList(): ?array
+    {
+        return $this->scopeList;
+    }
+
+    public function workingTimeRanges(): bool
+    {
+        return $this->workingTimeRanges;
+    }
+
+    public function workingTimeRangesInverted(): bool
+    {
+        return $this->workingTimeRangesInverted;
+    }
+}

application/Espo/Modules/Crm/Tools/Calendar/FreeBusy/FetchParams.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\Tools\Calendar\FreeBusy;
+
+use Espo\Core\Field\DateTime;
+use Espo\Modules\Crm\Tools\Calendar\Items\Event;
+
+readonly class FetchParams
+{
+    /**
+     * @param bool $accessCheck To user apply access check.
+     * @param Event[] $ignoreEventList Events not to be included in a result.
+     */
+    public function __construct(
+        public DateTime $from,
+        public DateTime $to,
+        public bool $accessCheck = false,
+        public array $ignoreEventList = [],
+    ) {}
+}

application/Espo/Modules/Crm/Tools/Calendar/FreeBusy/Service.php

@@ -0,0 +1,59 @@
+<?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\Tools\Calendar\FreeBusy;
+
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Tools\Calendar\FetchParams as CalendarFetchParams;
+use Espo\Modules\Crm\Tools\Calendar\Items\BusyRange;
+use Espo\Modules\Crm\Tools\Calendar\Service as CalendarService;
+
+/**
+ * @since 9.0.0
+ */
+class Service
+{
+    public function __construct(
+        private CalendarService $service,
+    ) {}
+
+    /**
+     * Fetch busy-ranges for user. Access is not checked by default.
+     *
+     * @return BusyRange[]
+     * @throws Forbidden
+     */
+    public function fetchRanges(User $user, FetchParams $params): array
+    {
+        $fetchParams = CalendarFetchParams::create($params->from, $params->to);
+
+        return $this->service->fetchBusyRanges($user, $params, $fetchParams);
+    }
+}

application/Espo/Modules/Crm/Tools/Calendar/Item.php

@@ -0,0 +1,39 @@
+<?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\Tools\Calendar;
+
+use Espo\Core\Field\DateTime;
+
+use stdClass;
+
+interface Item
+{
+    public function getRaw(): stdClass;
+}

application/Espo/Modules/Crm/Tools/Calendar/Items/BusyRange.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\Tools\Calendar\Items;
+
+use Espo\Core\Field\DateTime;
+use Espo\Modules\Crm\Tools\Calendar\Item;
+
+use stdClass;
+
+class BusyRange implements Item
+{
+    private DateTime $start;
+    private DateTime $end;
+
+    public function __construct(DateTime $start, DateTime $end)
+    {
+        $this->start = $start;
+        $this->end = $end;
+    }
+
+    public function getStart(): DateTime
+    {
+        return $this->start;
+    }
+
+    public function getEnd(): DateTime
+    {
+        return $this->end;
+    }
+
+    public function getRaw(): stdClass
+    {
+        return (object) [
+            'dateStart' => $this->start->toString(),
+            'dateEnd' => $this->end->toString(),
+            'isBusyRange' => true,
+        ];
+    }
+}

application/Espo/Modules/Crm/Tools/Calendar/Items/Event.php

@@ -0,0 +1,168 @@
+<?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\Tools\Calendar\Items;
+
+use Espo\Core\Field\DateTime;
+use Espo\Modules\Crm\Tools\Calendar\Item;
+
+use RuntimeException;
+use stdClass;
+
+class Event implements Item
+{
+    private ?DateTime $start;
+    private ?DateTime $end;
+    private string $entityType;
+    /** @var array<string, mixed> */
+    private array $attributes;
+    /** @var string[] */
+    private array $userIdList = [];
+    /** @var array<string, string> */
+    private array $userNameMap = [];
+
+    /**
+     * @param array<string, mixed> $attributes
+     */
+    public function __construct(?DateTime $start, ?DateTime $end, string $entityType, array $attributes)
+    {
+        $this->start = $start;
+        $this->end = $end;
+        $this->entityType = $entityType;
+        $this->attributes = $attributes;
+    }
+
+    public function getRaw(): stdClass
+    {
+        $obj = (object) [
+            'scope' => $this->entityType,
+            'dateStart' => $this->start?->toString(),
+            'dateEnd' => $this->end?->toString(),
+        ];
+
+        if ($this->userIdList !== []) {
+            $obj->userIdList = $this->userIdList;
+            $obj->userNameMap = (object) $this->userNameMap;
+        }
+
+        foreach ($this->attributes as $key => $value) {
+            $obj->$key = $obj->$key ?? $value;
+        }
+
+        return $obj;
+    }
+
+    /**
+     * @param mixed $value
+     */
+    public function withAttribute(string $name, $value): self
+    {
+        $obj = clone $this;
+        $obj->attributes[$name] = $value;
+
+        return $obj;
+    }
+
+    public function withId(string $id): self
+    {
+        $obj = clone $this;
+        $obj->attributes['id'] = $id;
+
+        return $obj;
+    }
+
+    public function withUserIdAdded(string $userId): self
+    {
+        $obj = clone $this;
+        $obj->userIdList[] = $userId;
+
+        return $obj;
+    }
+
+    /**
+     * @param array<string, string> $userNameMap
+     */
+    public function withUserNameMap(array $userNameMap): self
+    {
+        $obj = clone $this;
+        $obj->userNameMap = $userNameMap;
+
+        return $obj;
+    }
+
+    public function getId(): string
+    {
+        $id = $this->attributes['id'] ?? null;
+
+        if (!$id) {
+            throw new RuntimeException();
+        }
+
+        return $id;
+    }
+
+    public function getStart(): ?DateTime
+    {
+        return $this->start;
+    }
+
+    public function getEnd(): ?DateTime
+    {
+        return $this->end;
+    }
+
+    public function getEntityType(): string
+    {
+        return $this->entityType;
+    }
+
+    /**
+     * @return array<string, mixed>
+     */
+    public function getAttributes(): array
+    {
+        return $this->attributes;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getUserIdList(): array
+    {
+        return $this->userIdList;
+    }
+
+    /**
+     * @return mixed
+     */
+    public function getAttribute(string $name)
+    {
+        return $this->attributes[$name] ?? null;
+    }
+}

application/Espo/Modules/Crm/Tools/Calendar/Items/NonWorkingRange.php

@@ -0,0 +1,65 @@
+<?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\Tools\Calendar\Items;
+
+use Espo\Core\Field\DateTime;
+use Espo\Modules\Crm\Tools\Calendar\Item;
+use stdClass;
+
+class NonWorkingRange implements Item
+{
+    private DateTime $start;
+    private DateTime $end;
+
+    public function __construct(DateTime $start, DateTime $end)
+    {
+        $this->start = $start;
+        $this->end = $end;
+    }
+
+    public function getStart(): DateTime
+    {
+        return $this->start;
+    }
+
+    public function getEnd(): DateTime
+    {
+        return $this->end;
+    }
+
+    public function getRaw(): stdClass
+    {
+        return (object) [
+            'dateStart' => $this->start->toString(),
+            'dateEnd' => $this->end->toString(),
+            'isNonWorkingRange' => true,
+        ];
+    }
+}

application/Espo/Modules/Crm/Tools/Calendar/Items/WorkingRange.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\Tools\Calendar\Items;
+
+use Espo\Core\Field\DateTime;
+use Espo\Modules\Crm\Tools\Calendar\Item;
+
+use stdClass;
+
+class WorkingRange implements Item
+{
+    private DateTime $start;
+    private DateTime $end;
+
+    public function __construct(DateTime $start, DateTime $end)
+    {
+        $this->start = $start;
+        $this->end = $end;
+    }
+
+    public function getStart(): DateTime
+    {
+        return $this->start;
+    }
+
+    public function getEnd(): DateTime
+    {
+        return $this->end;
+    }
+
+    public function getRaw(): stdClass
+    {
+        return (object) [
+            'dateStart' => $this->start->toString(),
+            'dateEnd' => $this->end->toString(),
+            'isWorkingRange' => true,
+        ];
+    }
+}

application/Espo/Modules/Crm/Tools/Campaign/Api/PostGenerateMailMerge.php

@@ -0,0 +1,74 @@
+<?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\Tools\Campaign\Api;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\Table;
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\Modules\Crm\Tools\Campaign\MailMergeService;
+
+/**
+ * Generates mail merge PDFs.
+ */
+class PostGenerateMailMerge implements Action
+{
+    public function __construct(
+        private MailMergeService $service,
+        private Acl $acl
+    ) {}
+
+    public function process(Request $request): Response
+    {
+        $id = $request->getRouteParam('id');
+        $link = $request->getParsedBody()->link ?? null;
+
+        if (!$id) {
+            throw new BadRequest();
+        }
+
+        if (!$link) {
+            throw new BadRequest("No `link`.");
+        }
+
+        if (!$this->acl->checkScope(Campaign::ENTITY_TYPE, Table::ACTION_READ)) {
+            throw new Forbidden();
+        }
+
+        $attachmentId = $this->service->generate($id, $link);
+
+        return ResponseComposer::json(['id' => $attachmentId]);
+    }
+}

application/Espo/Modules/Crm/Tools/Campaign/LogService.php

@@ -0,0 +1,333 @@
+<?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\Tools\Campaign;
+
+use Espo\Core\Field\DateTime;
+use Espo\Core\Utils\Config;
+use Espo\Entities\EmailTemplate;
+use Espo\Modules\Crm\Entities\CampaignLogRecord;
+use Espo\Modules\Crm\Entities\CampaignTrackingUrl;
+use Espo\Modules\Crm\Entities\EmailQueueItem as QueueItem;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+class LogService
+{
+    private EntityManager $entityManager;
+    private Config $config;
+
+    public function __construct(
+        EntityManager $entityManager,
+        Config $config
+    ) {
+        $this->entityManager = $entityManager;
+        $this->config = $config;
+    }
+
+    public function logLeadCreated(string $campaignId, Lead $target): void
+    {
+        $actionDate = DateTime::createNow();
+
+        $logRecord = $this->entityManager->getNewEntity(CampaignLogRecord::ENTITY_TYPE);
+
+        $logRecord->set([
+            'campaignId' => $campaignId,
+            'actionDate' => $actionDate->toString(),
+            'parentId' => $target->getId(),
+            'parentType' => $target->getEntityType(),
+            'action' => CampaignLogRecord::ACTION_LEAD_CREATED,
+        ]);
+
+        $this->entityManager->saveEntity($logRecord);
+    }
+
+    public function logSent(string $campaignId, QueueItem $queueItem, ?Entity $emailOrEmailTemplate = null): void
+    {
+        $queueItemId = $queueItem->getId();
+        $isTest = $queueItem->isTest();
+
+        $actionDate = DateTime::createNow();
+
+        $logRecord = $this->entityManager->getNewEntity(CampaignLogRecord::ENTITY_TYPE);
+
+        $logRecord->set([
+            'campaignId' => $campaignId,
+            'actionDate' => $actionDate->toString(),
+            'parentId' => $queueItem->getTargetId(),
+            'parentType' => $queueItem->getTargetType(),
+            'action' => CampaignLogRecord::ACTION_SENT,
+            'stringData' => $queueItem->getEmailAddress(),
+            'queueItemId' => $queueItemId,
+            'isTest' => $isTest,
+        ]);
+
+        if ($emailOrEmailTemplate) {
+            $logRecord->set([
+                'objectId' => $emailOrEmailTemplate->getId(),
+                'objectType' => $emailOrEmailTemplate->getEntityType()
+            ]);
+        }
+
+        $this->entityManager->saveEntity($logRecord);
+    }
+
+    public function logBounced(string $campaignId, QueueItem $queueItem, bool $isHard = false): void
+    {
+        $queueItemId = $queueItem->getId();
+        $isTest = $queueItem->isTest();
+        $emailAddress = $queueItem->getEmailAddress();
+
+        if (
+            $this->entityManager
+                ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+                ->where([
+                    'queueItemId' => $queueItemId,
+                    'action' => CampaignLogRecord::ACTION_BOUNCED,
+                    'isTest' => $isTest,
+                ])
+                ->findOne()
+        ) {
+            return;
+        }
+
+        $actionDate = DateTime::createNow();
+
+        $logRecord = $this->entityManager->getNewEntity(CampaignLogRecord::ENTITY_TYPE);
+
+        $logRecord->set([
+            'campaignId' => $campaignId,
+            'actionDate' => $actionDate->toString(),
+            'parentId' => $queueItem->getTargetId(),
+            'parentType' => $queueItem->getTargetType(),
+            'action' => CampaignLogRecord::ACTION_BOUNCED,
+            'stringData' => $emailAddress,
+            'queueItemId' => $queueItemId,
+            'isTest' => $isTest,
+        ]);
+
+        $logRecord->set(
+            'stringAdditionalData',
+            $isHard ?
+                CampaignLogRecord::BOUNCED_TYPE_HARD :
+                CampaignLogRecord::BOUNCED_TYPE_SOFT
+        );
+
+        $this->entityManager->saveEntity($logRecord);
+    }
+
+    public function logOptedIn(
+        string $campaignId,
+        ?QueueItem $queueItem,
+        Entity $target,
+        ?string $emailAddress = null
+    ): void {
+
+        if (
+            $queueItem &&
+            $this->entityManager
+                ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+                ->where([
+                    'queueItemId' => $queueItem->getId(),
+                    'action' => CampaignLogRecord::ACTION_OPTED_IN,
+                    'isTest' => $queueItem->isTest(),
+                ])
+                ->findOne()
+        ) {
+            return;
+        }
+
+        $actionDate = DateTime::createNow();
+        $emailAddress = $emailAddress ?? $target->get('emailAddress');
+
+        if (!$emailAddress && $queueItem) {
+            $emailAddress = $queueItem->getEmailAddress();
+        }
+
+        $queueItemId = null;
+        $isTest = false;
+
+        if ($queueItem) {
+            $queueItemId = $queueItem->getId();
+            $isTest = $queueItem->isTest();
+        }
+
+        $logRecord = $this->entityManager->getNewEntity(CampaignLogRecord::ENTITY_TYPE);
+
+        $logRecord->set([
+            'campaignId' => $campaignId,
+            'actionDate' => $actionDate->toString(),
+            'parentId' => $target->getId(),
+            'parentType' => $target->getEntityType(),
+            'action' => CampaignLogRecord::ACTION_OPTED_IN,
+            'stringData' => $emailAddress,
+            'queueItemId' => $queueItemId,
+            'isTest' => $isTest,
+        ]);
+
+        $this->entityManager->saveEntity($logRecord);
+    }
+
+    public function logOptedOut(
+        string $campaignId,
+        ?QueueItem $queueItem,
+        Entity $target,
+        ?string $emailAddress = null
+    ): void {
+
+        if (
+            $queueItem &&
+            $this->entityManager
+                ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+                ->where([
+                    'queueItemId' => $queueItem->getId(),
+                    'action' => CampaignLogRecord::ACTION_OPTED_OUT,
+                    'isTest' => $queueItem->isTest(),
+                ])
+                ->findOne()
+        ) {
+            return;
+        }
+
+        $actionDate = DateTime::createNow();
+
+        $queueItemId = null;
+        $isTest = false;
+
+        if ($queueItem) {
+            $queueItemId = $queueItem->getId();
+            $isTest = $queueItem->isTest();
+        }
+
+        if (!$emailAddress && $queueItem) {
+            $emailAddress = $queueItem->getEmailAddress();
+        }
+
+        $logRecord = $this->entityManager->getNewEntity(CampaignLogRecord::ENTITY_TYPE);
+
+        $logRecord->set([
+            'campaignId' => $campaignId,
+            'actionDate' => $actionDate->toString(),
+            'parentId' => $target->getId(),
+            'parentType' => $target->getEntityType(),
+            'action' => CampaignLogRecord::ACTION_OPTED_OUT,
+            'stringData' => $emailAddress,
+            'queueItemId' => $queueItemId,
+            'isTest' => $isTest
+        ]);
+
+        $this->entityManager->saveEntity($logRecord);
+    }
+
+    public function logOpened(string $campaignId, QueueItem $queueItem): void
+    {
+        $actionDate = DateTime::createNow();
+
+        if (
+            $this->entityManager
+                ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+                ->where([
+                    'queueItemId' => $queueItem->getId(),
+                    'action' => CampaignLogRecord::ACTION_OPENED,
+                    'isTest' => $queueItem->isTest(),
+                ])
+                ->findOne()
+        ) {
+            return;
+        }
+
+        $massEmail = $queueItem->getMassEmail();
+
+        if (!$massEmail) {
+            return;
+        }
+
+        $logRecord = $this->entityManager->getNewEntity(CampaignLogRecord::ENTITY_TYPE);
+
+        $logRecord->set([
+            'campaignId' => $campaignId,
+            'actionDate' => $actionDate->toString(),
+            'parentId' => $queueItem->getTargetId(),
+            'parentType' => $queueItem->getTargetType(),
+            'action' => CampaignLogRecord::ACTION_OPENED,
+            'objectId' => $massEmail->getEmailTemplateId(),
+            'objectType' => EmailTemplate::ENTITY_TYPE,
+            'queueItemId' => $queueItem->getId(),
+            'isTest' => $queueItem->isTest(),
+        ]);
+
+        $this->entityManager->saveEntity($logRecord);
+    }
+
+    public function logClicked(
+        string $campaignId,
+        QueueItem $queueItem,
+        CampaignTrackingUrl $trackingUrl
+    ): void {
+
+        $actionDate = DateTime::createNow();
+
+        if ($this->config->get('massEmailOpenTracking')) {
+            $this->logOpened($campaignId, $queueItem);
+        }
+
+        if (
+            $this->entityManager
+                ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+                ->where([
+                    'queueItemId' => $queueItem->getId(),
+                    'action' => CampaignLogRecord::ACTION_CLICKED,
+                    'objectId' => $trackingUrl->getId(),
+                    'objectType' => $trackingUrl->getEntityType(),
+                    'isTest' => $queueItem->isTest(),
+                ])
+                ->findOne()
+        ) {
+            return;
+        }
+
+        $logRecord = $this->entityManager->getNewEntity(CampaignLogRecord::ENTITY_TYPE);
+
+        $logRecord->set([
+            'campaignId' => $campaignId,
+            'actionDate' => $actionDate->toString(),
+            'parentId' => $queueItem->getTargetId(),
+            'parentType' => $queueItem->getTargetType(),
+            'action' => CampaignLogRecord::ACTION_CLICKED,
+            'objectId' => $trackingUrl->getId(),
+            'objectType' => $trackingUrl->getEntityType(),
+            'queueItemId' => $queueItem->getId(),
+            'isTest' => $queueItem->isTest(),
+        ]);
+
+        $this->entityManager->saveEntity($logRecord);
+    }
+}

application/Espo/Modules/Crm/Tools/Campaign/MailMergeGenerator.php

@@ -0,0 +1,159 @@
+<?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\Tools\Campaign;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Field\LinkParent;
+use Espo\Core\FileStorage\Manager as FileStorageManager;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Util;
+use Espo\Entities\Attachment;
+use Espo\Entities\Template;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityCollection;
+use Espo\ORM\EntityManager;
+use Espo\Tools\Pdf\Builder;
+use Espo\Tools\Pdf\Data\DataLoaderManager;
+use Espo\Tools\Pdf\IdDataMap;
+use Espo\Tools\Pdf\Params;
+use Espo\Tools\Pdf\TemplateWrapper;
+use Espo\Tools\Pdf\ZipContents;
+
+class MailMergeGenerator
+{
+    private const DEFAULT_ENGINE = 'Dompdf';
+    private const ATTACHMENT_MAIL_MERGE_ROLE = 'Mail Merge';
+
+    private EntityManager $entityManager;
+    private DataLoaderManager $dataLoaderManager;
+    private ServiceContainer $serviceContainer;
+    private Builder $builder;
+    private Config $config;
+    private FileStorageManager $fileStorageManager;
+
+    public function __construct(
+        EntityManager $entityManager,
+        DataLoaderManager $dataLoaderManager,
+        ServiceContainer $serviceContainer,
+        Builder $builder,
+        Config $config,
+        FileStorageManager $fileStorageManager
+    ) {
+        $this->entityManager = $entityManager;
+        $this->dataLoaderManager = $dataLoaderManager;
+        $this->serviceContainer = $serviceContainer;
+        $this->builder = $builder;
+        $this->config = $config;
+        $this->fileStorageManager = $fileStorageManager;
+    }
+
+    /**
+     * Generate a mail-merge PDF.
+     *
+     * @return string An attachment ID.
+     * @param EntityCollection<Entity> $collection
+     * @throws Error
+     */
+    public function generate(
+        EntityCollection $collection,
+        Template $template,
+        ?string $campaignId = null,
+        ?string $name = null
+    ): string {
+
+        $entityType = $collection->getEntityType();
+
+        if (!$entityType) {
+            throw new Error("No entity type.");
+        }
+
+        $name = $name ?? $campaignId ?? $entityType;
+
+        $params = Params::create()->withAcl();
+
+        $idDataMap = IdDataMap::create();
+
+        $service = $this->serviceContainer->get($entityType);
+
+        foreach ($collection as $entity) {
+            $service->loadAdditionalFields($entity);
+
+            $idDataMap->set(
+                $entity->getId(),
+                $this->dataLoaderManager->load($entity, $params)
+            );
+
+            // For bc.
+            if (method_exists($service, 'loadAdditionalFieldsForPdf')) {
+                $service->loadAdditionalFieldsForPdf($entity);
+            }
+        }
+
+        $engine = $this->config->get('pdfEngine') ?? self::DEFAULT_ENGINE;
+
+        $templateWrapper = new TemplateWrapper($template);
+
+        $printer = $this->builder
+            ->setTemplate($templateWrapper)
+            ->setEngine($engine)
+            ->build();
+
+        $contents = $printer->printCollection($collection, $params, $idDataMap);
+
+        $type = $contents instanceof ZipContents ?
+            'application/zip' :
+            'application/pdf';
+
+        $filename = $contents instanceof ZipContents ?
+            Util::sanitizeFileName($name) . '.zip' :
+            Util::sanitizeFileName($name) . '.pdf';
+
+        /** @var Attachment $attachment */
+        $attachment = $this->entityManager->getNewEntity(Attachment::ENTITY_TYPE);
+
+        $relatedLink = $campaignId ?
+            LinkParent::create(Campaign::ENTITY_TYPE, $campaignId) : null;
+
+        $attachment
+            ->setRelated($relatedLink)
+            ->setSize($contents->getStream()->getSize())
+            ->setRole(self::ATTACHMENT_MAIL_MERGE_ROLE)
+            ->setName($filename)
+            ->setType($type);
+
+        $this->entityManager->saveEntity($attachment);
+
+        $this->fileStorageManager->putStream($attachment, $contents->getStream());
+
+        return $attachment->getId();
+    }
+}

application/Espo/Modules/Crm/Tools/Campaign/MailMergeService.php

@@ -0,0 +1,231 @@
+<?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\Tools\Campaign;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Utils\Language;
+use Espo\Entities\Template;
+use Espo\Modules\Crm\Entities\Campaign as CampaignEntity;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\ORM\Collection;
+use Espo\ORM\Defs\Params\RelationParam;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityCollection;
+use Espo\ORM\EntityManager;
+
+class MailMergeService
+{
+    /** @var array<string, string[]> */
+    protected $entityTypeAddressFieldListMap = [
+        'Account' => ['billingAddress', 'shippingAddress'],
+        'Contact' => ['address'],
+        'Lead' => ['address'],
+        'User' => [],
+    ];
+
+    /** @var string[] */
+    protected $targetLinkList = [
+        'accounts',
+        'contacts',
+        'leads',
+        'users',
+    ];
+
+    private EntityManager $entityManager;
+    private Acl $acl;
+    private Language $defaultLanguage;
+    private MailMergeGenerator $generator;
+
+    public function __construct(
+        EntityManager $entityManager,
+        Acl $acl,
+        Language $defaultLanguage,
+        MailMergeGenerator $generator
+    ) {
+        $this->entityManager = $entityManager;
+        $this->acl = $acl;
+        $this->defaultLanguage = $defaultLanguage;
+        $this->generator = $generator;
+    }
+
+    /**
+     * @return string An attachment ID.
+     * @throws BadRequest
+     * @throws Error
+     * @throws Forbidden
+     */
+    public function generate(string $campaignId, string $link, bool $checkAcl = true): string
+    {
+        /** @var CampaignEntity $campaign */
+        $campaign = $this->entityManager->getEntityById(CampaignEntity::ENTITY_TYPE, $campaignId);
+
+        if ($checkAcl && !$this->acl->checkEntityRead($campaign)) {
+            throw new Forbidden();
+        }
+
+        /** @var string $targetEntityType */
+        $targetEntityType = $campaign->getRelationParam($link, RelationParam::ENTITY);
+
+        if ($checkAcl && !$this->acl->check($targetEntityType, Acl\Table::ACTION_READ)) {
+            throw new Forbidden("Could not mail merge campaign because access to target entity type is forbidden.");
+        }
+
+        if (!in_array($link, $this->targetLinkList)) {
+            throw new BadRequest();
+        }
+
+        if ($campaign->getType() !== CampaignEntity::TYPE_MAIL) {
+            throw new Error("Could not mail merge campaign not of Mail type.");
+        }
+
+        $templateId = $campaign->get($link . 'TemplateId');
+
+        if (!$templateId) {
+            throw new Error("Could not mail merge campaign w/o specified template.");
+        }
+
+        /** @var ?Template $template */
+        $template = $this->entityManager->getEntityById(Template::ENTITY_TYPE, $templateId);
+
+        if (!$template) {
+            throw new Error("Template not found.");
+        }
+
+        if ($template->getTargetEntityType() !== $targetEntityType) {
+            throw new Error("Template is not of proper entity type.");
+        }
+
+        $campaign->loadLinkMultipleField('targetLists');
+        $campaign->loadLinkMultipleField('excludingTargetLists');
+
+        if (count($campaign->getLinkMultipleIdList('targetLists')) === 0) {
+            throw new Error("Could not mail merge campaign w/o any specified target list.");
+        }
+
+        $metTargetHash = [];
+        $targetEntityList = [];
+
+        /** @var Collection<TargetList> $excludingTargetListList */
+        $excludingTargetListList = $this->entityManager
+            ->getRDBRepository(CampaignEntity::ENTITY_TYPE)
+            ->getRelation($campaign, 'excludingTargetLists')
+            ->find();
+
+        foreach ($excludingTargetListList as $excludingTargetList) {
+            $recordList = $this->entityManager
+                ->getRDBRepository(TargetList::ENTITY_TYPE)
+                ->getRelation($excludingTargetList, $link)
+                ->find();
+
+            foreach ($recordList as $excludingTarget) {
+                $hashId = $excludingTarget->getEntityType() . '-' . $excludingTarget->getId();
+                $metTargetHash[$hashId] = true;
+            }
+        }
+
+        $addressFieldList = $this->entityTypeAddressFieldListMap[$targetEntityType];
+
+        /** @var Collection<TargetList> $targetListCollection */
+        $targetListCollection = $this->entityManager
+            ->getRDBRepository(CampaignEntity::ENTITY_TYPE)
+            ->getRelation($campaign, 'targetLists')
+            ->find();
+
+        foreach ($targetListCollection as $targetList) {
+            if (!$campaign->get($link . 'TemplateId')) {
+                continue;
+            }
+
+            $entityList = $this->entityManager
+                ->getRDBRepository(TargetList::ENTITY_TYPE)
+                ->getRelation($targetList, $link)
+                ->where([
+                    '@relation.optedOut' => false,
+                ])
+                ->find();
+
+            foreach ($entityList as $e) {
+                $hashId = $e->getEntityType() . '-'. $e->getId();
+
+                if (!empty($metTargetHash[$hashId])) {
+                    continue;
+                }
+
+                $metTargetHash[$hashId] = true;
+
+                if ($campaign->get('mailMergeOnlyWithAddress')) {
+                    if (empty($addressFieldList)) {
+                        continue;
+                    }
+
+                    $hasAddress = false;
+
+                    foreach ($addressFieldList as $addressField) {
+                        if (
+                            $e->get($addressField . 'Street') ||
+                            $e->get($addressField . 'PostalCode')
+                        ) {
+                            $hasAddress = true;
+                            break;
+                        }
+                    }
+
+                    if (!$hasAddress) {
+                        continue;
+                    }
+                }
+
+                $targetEntityList[] = $e;
+            }
+        }
+
+        if (empty($targetEntityList)) {
+            throw new Error("No targets available for mail merge.");
+        }
+
+        $filename = $campaign->getName() . ' - ' .
+            $this->defaultLanguage->translateLabel($targetEntityType, 'scopeNamesPlural');
+
+        /** @var EntityCollection<Entity> $collection */
+        $collection = $this->entityManager
+            ->getCollectionFactory()
+            ->create($targetEntityType, $targetEntityList);
+
+        return $this->generator->generate(
+            $collection,
+            $template,
+            $campaign->getId(),
+            $filename
+        );
+    }
+}

application/Espo/Modules/Crm/Tools/Case/Distribution/LeastBusy.php

@@ -0,0 +1,103 @@
+<?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\Tools\Case\Distribution;
+
+use Espo\Modules\Crm\Entities\CaseObj;
+use Espo\ORM\EntityManager;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\User;
+use Espo\Entities\Team;
+
+class LeastBusy
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Metadata $metadata
+    ) {}
+
+    public function getUser(Team $team, ?string $targetUserPosition = null): ?User
+    {
+        $where = [
+            'isActive' => true,
+        ];
+
+        if (!empty($targetUserPosition)) {
+            $where['@relation.role'] = $targetUserPosition;
+        }
+
+        $userList = $this->entityManager
+            ->getRDBRepository(Team::ENTITY_TYPE)
+            ->getRelation($team, 'users')
+            ->where($where)
+            ->order('id')
+            ->find();
+
+        if (count($userList) === 0) {
+            return null;
+        }
+
+        $countHash = [];
+
+        $notActualStatusList =
+            $this->metadata->get(['entityDefs', 'Case', 'fields', 'status', 'notActualOptions']) ?? [];
+
+        foreach ($userList as $user) {
+            $count = $this->entityManager
+                ->getRDBRepository(CaseObj::ENTITY_TYPE)
+                ->where([
+                    'assignedUserId' => $user->getId(),
+                    'status!=' => $notActualStatusList,
+                ])
+                ->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) {
+            /** @var ?User */
+            return $this->entityManager->getEntityById(User::ENTITY_TYPE, $foundUserId);
+        }
+
+        return null;
+    }
+}

application/Espo/Modules/Crm/Tools/Case/Distribution/RoundRobin.php

@@ -0,0 +1,95 @@
+<?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\Tools\Case\Distribution;
+
+use Espo\Entities\User;
+use Espo\Entities\Team;
+use Espo\Modules\Crm\Entities\CaseObj;
+use Espo\ORM\EntityManager;
+
+class RoundRobin
+{
+    public function __construct(private EntityManager $entityManager)
+    {}
+
+    public function getUser(Team $team, ?string $targetUserPosition = null): ?User
+    {
+        $where = [
+            'isActive' => true,
+        ];
+
+        if (!empty($targetUserPosition)) {
+            $where['@relation.role'] = $targetUserPosition;
+        }
+
+        $userList = $this->entityManager
+            ->getRDBRepositoryByClass(Team::class)
+            ->getRelation($team, 'users')
+            ->where($where)
+            ->order('id')
+            ->find();
+
+        if (count($userList) === 0) {
+            return null;
+        }
+
+        $userIdList = [];
+
+        foreach ($userList as $user) {
+            $userIdList[] = $user->getId();
+        }
+
+        /** @var ?CaseObj $case */
+        $case = $this->entityManager
+            ->getRDBRepository(CaseObj::ENTITY_TYPE)
+            ->where([
+                'assignedUserId' => $userIdList,
+            ])
+            ->order('number', 'DESC')
+            ->findOne();
+
+        if (empty($case)) {
+            $num = 0;
+        } else {
+            $num = array_search($case->getAssignedUser()?->getId(), $userIdList);
+
+            if ($num === false || $num == count($userIdList) - 1) {
+                $num = 0;
+            } else {
+                $num++;
+            }
+        }
+
+        $id = $userIdList[$num];
+
+        /** @var User */
+        return $this->entityManager->getEntityById(User::ENTITY_TYPE, $id);
+    }
+}

application/Espo/Modules/Crm/Tools/Case/Service.php

@@ -0,0 +1,339 @@
+<?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\Tools\Case;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Field\EmailAddress;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\Core\Templates\Entities\Company;
+use Espo\Core\Templates\Entities\Person;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\Modules\Crm\Entities\CaseObj;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\ORM\Collection;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Type\RelationType;
+use Espo\Tools\Email\EmailAddressEntityPair;
+use RuntimeException;
+
+class Service
+{
+    public function __construct(
+        private ServiceContainer $serviceContainer,
+        private Acl $acl,
+        private EntityManager $entityManager,
+        private SelectBuilderFactory $selectBuilderFactory,
+        private Metadata $metadata
+    ) {}
+
+    /**
+     * @throws Forbidden
+     * @return EmailAddressEntityPair[]
+     */
+    public function getEmailAddressList(string $id): array
+    {
+        /** @var CaseObj $entity */
+        $entity = $this->serviceContainer
+            ->get(CaseObj::ENTITY_TYPE)
+            ->getEntity($id);
+
+        $list = [];
+
+        if (
+            $this->acl->checkField(CaseObj::ENTITY_TYPE, 'contacts') &&
+            $this->acl->checkScope(Contact::ENTITY_TYPE)
+        ) {
+            foreach ($this->getContactEmailAddressList($entity) as $item) {
+                $list[] = $item;
+            }
+        }
+
+        if (
+            $list === [] &&
+            $this->acl->checkField(CaseObj::ENTITY_TYPE, 'account') &&
+            $this->acl->checkScope(Account::ENTITY_TYPE)
+        ) {
+            $item = $this->getAccountEmailAddress($entity, $list);
+
+            if ($item) {
+                $list[] = $item;
+            }
+        }
+
+        if (
+            $list === [] &&
+            $this->acl->checkField(CaseObj::ENTITY_TYPE, 'lead') &&
+            $this->acl->checkScope(Lead::ENTITY_TYPE)
+        ) {
+            $item = $this->getLeadEmailAddress($entity, $list);
+
+            if ($item) {
+                $list[] = $item;
+            }
+        }
+
+        if ($list === []) {
+            $item = $this->findPersonEmailAddress($entity);
+
+            if ($item) {
+                $list[] = $item;
+            }
+        }
+
+        return $list;
+    }
+
+    /**
+     * @param EmailAddressEntityPair[] $dataList
+     */
+    private function getAccountEmailAddress(CaseObj $entity, array $dataList): ?EmailAddressEntityPair
+    {
+        $account = $entity->getAccount();
+
+        if (!$account) {
+            return null;
+        }
+
+        $emailAddress = $account->getEmailAddress();
+
+        if (!$emailAddress) {
+            return null;
+        }
+
+        if (!$this->acl->checkEntity($account)) {
+            return null;
+        }
+
+        if (!$this->acl->checkField(Account::ENTITY_TYPE, 'emailAddress')) {
+            return null;
+        }
+
+        foreach ($dataList as $item) {
+            if ($item->getEmailAddress()->getAddress() === $emailAddress) {
+                return null;
+            }
+        }
+
+        return new EmailAddressEntityPair(EmailAddress::create($emailAddress), $account);
+    }
+
+    /**
+     * @param EmailAddressEntityPair[] $dataList
+     */
+    private function getLeadEmailAddress(CaseObj $entity, array $dataList): ?EmailAddressEntityPair
+    {
+        $lead = $entity->getLead();
+
+        if (!$lead) {
+            return null;
+        }
+
+        $emailAddress = $lead->getEmailAddress();
+
+        if (!$emailAddress) {
+            return null;
+        }
+
+        if (!$this->acl->checkEntity($lead)) {
+            return null;
+        }
+
+        if (!$this->acl->checkField(Lead::ENTITY_TYPE, 'emailAddress')) {
+            return null;
+        }
+
+        foreach ($dataList as $item) {
+            if ($item->getEmailAddress()->getAddress() === $emailAddress) {
+                return null;
+            }
+        }
+
+        return new EmailAddressEntityPair(EmailAddress::create($emailAddress), $lead);
+    }
+
+    /**
+     * @return EmailAddressEntityPair[]
+     */
+    private function getContactEmailAddressList(CaseObj $entity): array
+    {
+        $contactsLinkMultiple = $entity->getContacts();
+
+        $contactIdList = $contactsLinkMultiple->getIdList();
+
+        if (!count($contactIdList)) {
+            return [];
+        }
+
+        if (!$this->acl->checkField(Contact::ENTITY_TYPE, 'emailAddress')) {
+            return[];
+        }
+
+        $dataList = [];
+
+        $emailAddressList = [];
+
+        try {
+            $query = $this->selectBuilderFactory
+                ->create()
+                ->from(Contact::ENTITY_TYPE)
+                ->withStrictAccessControl()
+                ->buildQueryBuilder()
+                ->select([
+                    'id',
+                    'emailAddress',
+                    'name',
+                ])
+                ->where([
+                    'id' => $contactIdList,
+                ])
+                ->build();
+        } catch (BadRequest|Forbidden $e) {
+            throw new RuntimeException($e->getMessage());
+        }
+
+        /** @var Collection<Contact> $contactCollection */
+        $contactCollection = $this->entityManager
+            ->getRDBRepositoryByClass(Contact::class)
+            ->clone($query)
+            ->find();
+
+        foreach ($contactCollection as $contact) {
+            $emailAddress = $contact->getEmailAddress();
+
+            if (!$emailAddress) {
+                continue;
+            }
+
+            if (in_array($emailAddress, $emailAddressList)) {
+                continue;
+            }
+
+            $emailAddressList[] = $emailAddress;
+
+            $dataList[] = new EmailAddressEntityPair(EmailAddress::create($emailAddress), $contact);
+        }
+
+        $primaryContact = $entity->getContact();
+
+        if (!$primaryContact) {
+            return $dataList;
+        }
+
+        usort(
+            $dataList,
+            function (
+                EmailAddressEntityPair $o1,
+                EmailAddressEntityPair $o2
+            ) use ($primaryContact) {
+                if ($o1->getEntity()->getId() === $primaryContact->getId()) {
+                    return -1;
+                }
+
+                if ($o2->getEntity()->getId() === $primaryContact->getId()) {
+                    return 1;
+                }
+
+                return 0;
+            }
+        );
+
+        return $dataList;
+    }
+
+    private function findPersonEmailAddress(CaseObj $entity): ?EmailAddressEntityPair
+    {
+        $relations = $this->entityManager
+            ->getDefs()
+            ->getEntity(CaseObj::ENTITY_TYPE)
+            ->getRelationList();
+
+        foreach ($relations as $relation) {
+            if (
+                $relation->getType() !== RelationType::BELONGS_TO &&
+                $relation->getType() !== RelationType::HAS_ONE
+            ) {
+                continue;
+            }
+
+            $foreignEntityType = $relation->getForeignEntityType();
+
+            if (
+                $this->metadata->get("scopes.$foreignEntityType.type") !== Person::TEMPLATE_TYPE &&
+                $this->metadata->get("scopes.$foreignEntityType.type") !== Company::TEMPLATE_TYPE
+            ) {
+                continue;
+            }
+
+            $address = $this->getPersonEmailAddress($entity, $relation->getName());
+
+            if ($address) {
+                return $address;
+            }
+        }
+
+        return null;
+    }
+
+    private function getPersonEmailAddress(CaseObj $entity, string $link): ?EmailAddressEntityPair
+    {
+        $foreignEntity = $this->entityManager
+            ->getRDBRepositoryByClass(CaseObj::class)
+            ->getRelation($entity, $link)
+            ->findOne();
+
+        if (!$foreignEntity) {
+            return null;
+        }
+
+        if (!$this->acl->checkEntityRead($foreignEntity)) {
+            return null;
+        }
+
+        if (!$this->acl->checkField($foreignEntity->getEntityType(), 'emailAddress')) {
+            return null;
+        }
+
+        /** @var ?string $address */
+        $address = $foreignEntity->get('emailAddress');
+
+        if (!$address) {
+            return null;
+        }
+
+        $emailAddress = EmailAddress::create($address);
+
+        return new EmailAddressEntityPair($emailAddress, $foreignEntity);
+    }
+}

application/Espo/Modules/Crm/Tools/Document/Service.php

@@ -0,0 +1,122 @@
+<?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\Tools\Document;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Entities\Attachment;
+use Espo\Modules\Crm\Entities\Document;
+use Espo\ORM\EntityManager;
+use Espo\Repositories\Attachment as AttachmentRepository;
+use Espo\Tools\Attachment\AccessChecker as AttachmentAccessChecker;
+use Espo\Tools\Attachment\FieldData;
+
+class Service
+{
+    private EntityManager $entityManager;
+    private AttachmentAccessChecker $attachmentAccessChecker;
+    private ServiceContainer $serviceContainer;
+
+    public function __construct(
+        EntityManager $entityManager,
+        AttachmentAccessChecker $attachmentAccessChecker,
+        ServiceContainer $serviceContainer
+    ) {
+        $this->entityManager = $entityManager;
+        $this->attachmentAccessChecker = $attachmentAccessChecker;
+        $this->serviceContainer = $serviceContainer;
+    }
+
+    /**
+     * Copy an attachment for re-using (e.g. in an email).
+     *
+     * @throws NotFound
+     * @throws Forbidden
+     * @throws Error
+     */
+    public function copyAttachment(string $id, FieldData $fieldData): Attachment
+    {
+        /** @var ?Document $entity */
+        $entity = $this->serviceContainer
+            ->getByClass(Document::class)
+            ->getEntity($id);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        $this->attachmentAccessChecker->check($fieldData);
+
+        $attachmentId = $entity->getFileId();
+
+        if (!$attachmentId) {
+            throw new Error("No file.");
+        }
+
+        $attachment = $this->copyAttachmentById($attachmentId, $fieldData);
+
+        if (!$attachment) {
+            throw new Error("No file.");
+        }
+
+        return $attachment;
+    }
+
+    private function copyAttachmentById(string $attachmentId, FieldData $fieldData): ?Attachment
+    {
+        /** @var ?Attachment $attachment */
+        $attachment = $this->entityManager
+            ->getRDBRepositoryByClass(Attachment::class)
+            ->getById($attachmentId);
+
+        if (!$attachment) {
+            return null;
+        }
+
+        $copied = $this->getAttachmentRepository()->getCopiedAttachment($attachment);
+
+        $copied->set('parentType', $fieldData->getParentType());
+        $copied->set('relatedType', $fieldData->getRelatedType());
+        $copied->setTargetField($fieldData->getField());
+        $copied->setRole(Attachment::ROLE_ATTACHMENT);
+
+        $this->getAttachmentRepository()->save($copied);
+
+        return $copied;
+    }
+
+    private function getAttachmentRepository(): AttachmentRepository
+    {
+        /** @var AttachmentRepository */
+        return $this->entityManager->getRepositoryByClass(Attachment::class);
+    }
+}

application/Espo/Modules/Crm/Tools/EmailAddress/DefaultFreeDomainChecker.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\Tools\EmailAddress;
+
+use Espo\Core\Utils\File\Manager as FileManager;
+use Espo\Core\Utils\Json;
+use RuntimeException;
+
+/**
+ * @since 9.0.3
+ */
+class DefaultFreeDomainChecker implements FreeDomainChecker
+{
+    private string $file = 'application/Espo/Modules/Crm/Resources/data/freeEmailProviderDomains.json';
+
+    public function __construct(
+        private FileManager $fileManager
+    ) {}
+
+    public function check(string $domain): bool
+    {
+        $list = Json::decode($this->fileManager->getContents($this->file));
+
+        if (!is_array($list)) {
+            throw new RuntimeException("Bad data in freeEmailProviderDomains file.");
+        }
+
+        return in_array($domain, $list);
+    }
+}

application/Espo/Modules/Crm/Tools/EmailAddress/FreeDomainChecker.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\Tools\EmailAddress;
+
+/**
+ * @since 9.0.3
+ */
+interface FreeDomainChecker
+{
+    /**
+     * Check whether the domain belongs to a free email provider.
+     */
+    public function check(string $domain): bool;
+}

application/Espo/Modules/Crm/Tools/KnowledgeBase/Service.php

@@ -0,0 +1,341 @@
+<?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\Tools\KnowledgeBase;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Core\Select\SearchParams;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Entities\Attachment;
+use Espo\Modules\Crm\Entities\KnowledgeBaseArticle;
+use Espo\ORM\EntityManager;
+use Espo\Repositories\Attachment as AttachmentRepository;
+use Espo\Tools\Attachment\AccessChecker as AttachmentAccessChecker;
+use Espo\Tools\Attachment\FieldData;
+
+class Service
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private AttachmentAccessChecker $attachmentAccessChecker,
+        private ServiceContainer $serviceContainer,
+        private SelectBuilderFactory $selectBuilderFactory,
+        private Acl $acl,
+    ) {}
+
+    /**
+     * Copy article attachments for re-using (e.g. in an email).
+     *
+     * @return Attachment[]
+     * @throws NotFound
+     * @throws Forbidden
+     */
+    public function copyAttachments(string $id, FieldData $fieldData): array
+    {
+        /** @var ?KnowledgeBaseArticle $entity */
+        $entity = $this->serviceContainer
+            ->get(KnowledgeBaseArticle::ENTITY_TYPE)
+            ->getEntity($id);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        $this->attachmentAccessChecker->check($fieldData);
+
+        $list = [];
+
+        foreach ($entity->getAttachmentIdList() as $attachmentId) {
+            $attachment = $this->copyAttachment($attachmentId, $fieldData);
+
+            if ($attachment) {
+                $list[] = $attachment;
+            }
+        }
+
+        return $list;
+    }
+
+    private function copyAttachment(string $attachmentId, FieldData $fieldData): ?Attachment
+    {
+        /** @var ?Attachment $attachment */
+        $attachment = $this->entityManager
+            ->getRDBRepositoryByClass(Attachment::class)
+            ->getById($attachmentId);
+
+        if (!$attachment) {
+            return null;
+        }
+
+        $copied = $this->getAttachmentRepository()->getCopiedAttachment($attachment);
+
+        $copied->set('parentType', $fieldData->getParentType());
+        $copied->set('relatedType', $fieldData->getRelatedType());
+        $copied->setTargetField($fieldData->getField());
+        $copied->setRole(Attachment::ROLE_ATTACHMENT);
+
+        $this->getAttachmentRepository()->save($copied);
+
+        return $copied;
+    }
+
+    private function getAttachmentRepository(): AttachmentRepository
+    {
+        /** @var AttachmentRepository */
+        return $this->entityManager->getRepositoryByClass(Attachment::class);
+    }
+
+    /**
+     * @throws NotFound
+     * @throws Forbidden
+     * @throws Error
+     * @throws BadRequest
+     */
+    public function moveUp(string $id, SearchParams $params): void
+    {
+        /** @var ?KnowledgeBaseArticle $entity */
+        $entity = $this->entityManager->getEntityById(KnowledgeBaseArticle::ENTITY_TYPE, $id);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityEdit($entity)) {
+            throw new Forbidden();
+        }
+
+        $currentIndex = $entity->getOrder();
+
+        if (!is_int($currentIndex)) {
+            throw new Error();
+        }
+
+        $query = $this->selectBuilderFactory
+            ->create()
+            ->from(KnowledgeBaseArticle::ENTITY_TYPE)
+            ->withStrictAccessControl()
+            ->withSearchParams($params)
+            ->buildQueryBuilder()
+            ->where([
+                'order<' => $currentIndex,
+            ])
+            ->order([
+                ['order', 'DESC'],
+            ])
+            ->build();
+
+        /** @var ?KnowledgeBaseArticle $previousEntity */
+        $previousEntity = $this->entityManager
+            ->getRDBRepositoryByClass(KnowledgeBaseArticle::class)
+            ->clone($query)
+            ->findOne();
+
+        if (!$previousEntity) {
+            return;
+        }
+
+        $entity->set('order', $previousEntity->getOrder());
+
+        $previousEntity->set('order', $currentIndex);
+
+        $this->entityManager->saveEntity($entity);
+        $this->entityManager->saveEntity($previousEntity);
+    }
+
+    /**
+     * @throws NotFound
+     * @throws Forbidden
+     * @throws Error
+     * @throws BadRequest
+     */
+    public function moveDown(string $id, SearchParams $params): void
+    {
+        /** @var ?KnowledgeBaseArticle $entity */
+        $entity = $this->entityManager->getEntityById(KnowledgeBaseArticle::ENTITY_TYPE, $id);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityEdit($entity)) {
+            throw new Forbidden();
+        }
+
+        $currentIndex = $entity->getOrder();
+
+        if (!is_int($currentIndex)) {
+            throw new Error();
+        }
+
+        $query = $this->selectBuilderFactory
+            ->create()
+            ->from(KnowledgeBaseArticle::ENTITY_TYPE)
+            ->withStrictAccessControl()
+            ->withSearchParams($params)
+            ->buildQueryBuilder()
+            ->where([
+                'order>' => $currentIndex,
+            ])
+            ->order([
+                ['order', 'ASC'],
+            ])
+            ->build();
+
+        /** @var ?KnowledgeBaseArticle $nextEntity */
+        $nextEntity = $this->entityManager
+            ->getRDBRepositoryByClass(KnowledgeBaseArticle::class)
+            ->clone($query)
+            ->findOne();
+
+        if (!$nextEntity) {
+            return;
+        }
+
+        $entity->set('order', $nextEntity->getOrder());
+
+        $nextEntity->set('order', $currentIndex);
+
+        $this->entityManager->saveEntity($entity);
+        $this->entityManager->saveEntity($nextEntity);
+    }
+
+    /**
+     * @throws NotFound
+     * @throws Forbidden
+     * @throws Error
+     * @throws BadRequest
+     */
+    public function moveToTop(string $id, SearchParams $params): void
+    {
+        /** @var ?KnowledgeBaseArticle $entity */
+        $entity = $this->entityManager->getEntityById(KnowledgeBaseArticle::ENTITY_TYPE, $id);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityEdit($entity)) {
+            throw new Forbidden();
+        }
+
+        $currentIndex = $entity->getOrder();
+
+        if (!is_int($currentIndex)) {
+            throw new Error();
+        }
+
+        $query = $this->selectBuilderFactory
+            ->create()
+            ->from(KnowledgeBaseArticle::ENTITY_TYPE)
+            ->withStrictAccessControl()
+            ->withSearchParams($params)
+            ->buildQueryBuilder()
+            ->where([
+                'order<' => $currentIndex,
+            ])
+            ->order([
+                ['order', 'ASC'],
+            ])
+            ->build();
+
+        /** @var ?KnowledgeBaseArticle $previousEntity */
+        $previousEntity = $this->entityManager
+            ->getRDBRepositoryByClass(KnowledgeBaseArticle::class)
+            ->clone($query)
+            ->findOne();
+
+        if (!$previousEntity) {
+            return;
+        }
+
+        $entity->set('order', $previousEntity->getOrder() - 1);
+
+        $this->entityManager->saveEntity($entity);
+    }
+
+    /**
+     * @throws NotFound
+     * @throws Forbidden
+     * @throws Error
+     * @throws BadRequest
+     */
+    public function moveToBottom(string $id, SearchParams $params): void
+    {
+        /** @var ?KnowledgeBaseArticle $entity */
+        $entity = $this->entityManager->getEntityById(KnowledgeBaseArticle::ENTITY_TYPE, $id);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityEdit($entity)) {
+            throw new Forbidden();
+        }
+
+        $currentIndex = $entity->getOrder();
+
+        if (!is_int($currentIndex)) {
+            throw new Error();
+        }
+
+        $query = $this->selectBuilderFactory
+            ->create()
+            ->from(KnowledgeBaseArticle::ENTITY_TYPE)
+            ->withStrictAccessControl()
+            ->withSearchParams($params)
+            ->buildQueryBuilder()
+            ->where([
+                'order>' => $currentIndex,
+            ])
+            ->order([
+                ['order', 'DESC'],
+            ])
+            ->build();
+
+        /** @var ?KnowledgeBaseArticle $nextEntity */
+        $nextEntity = $this->entityManager
+            ->getRDBRepositoryByClass(KnowledgeBaseArticle::class)
+            ->clone($query)
+            ->findOne();
+
+        if (!$nextEntity) {
+            return;
+        }
+
+        $entity->set('order', $nextEntity->getOrder() + 1);
+
+        $this->entityManager->saveEntity($entity);
+    }
+}

application/Espo/Modules/Crm/Tools/Lead/Convert/Params.php

@@ -0,0 +1,46 @@
+<?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\Tools\Lead\Convert;
+
+class Params
+{
+    private bool $skipDuplicateCheck;
+
+    public function __construct(
+        bool $skipDuplicateCheck
+    ) {
+        $this->skipDuplicateCheck = $skipDuplicateCheck;
+    }
+
+    public function skipDuplicateCheck(): bool
+    {
+        return $this->skipDuplicateCheck;
+    }
+}

application/Espo/Modules/Crm/Tools/Lead/Convert/Values.php

@@ -0,0 +1,85 @@
+<?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\Tools\Lead\Convert;
+
+use Espo\Core\Utils\ObjectUtil;
+use stdClass;
+use UnexpectedValueException;
+
+/**
+ * Raw attribute values of multiple records.
+ *
+ * Immutable.
+ */
+class Values
+{
+    /** @var array<string, stdClass> */
+    private array $data = [];
+
+    public static function create(): self
+    {
+        return new self();
+    }
+
+    public function has(string $entityType): bool
+    {
+        return array_key_exists($entityType, $this->data);
+    }
+
+    public function get(string $entityType): stdClass
+    {
+        $data = $this->data[$entityType] ?? null;
+
+        if ($data === null) {
+            throw new UnexpectedValueException();
+        }
+
+        return ObjectUtil::clone($data);
+    }
+
+    public function with(string $entityType, stdClass $data): self
+    {
+        $obj = clone $this;
+        $obj->data[$entityType] = ObjectUtil::clone($data);
+
+        return $obj;
+    }
+
+    public function getRaw(): stdClass
+    {
+        $data = (object) [];
+
+        foreach ($this->data as $entityType => $item) {
+            $data->$entityType = ObjectUtil::clone($item);
+        }
+
+        return $data;
+    }
+}

application/Espo/Modules/Crm/Tools/Lead/ConvertService.php

@@ -0,0 +1,608 @@
+<?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\Tools\Lead;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Conflict;
+use Espo\Core\Exceptions\ConflictSilent;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Name\Field;
+use Espo\Core\ORM\Type\FieldType;
+use Espo\Core\Record\CreateParams;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Core\Utils\FieldUtil;
+use Espo\Core\Utils\Json;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\Attachment;
+use Espo\Entities\Email;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\Modules\Crm\Entities\Call;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\Modules\Crm\Entities\Document;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\Modules\Crm\Entities\Opportunity;
+use Espo\Modules\Crm\Tools\Lead\Convert\Params;
+use Espo\Modules\Crm\Tools\Lead\Convert\Values;
+use Espo\ORM\Collection;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Name\Attribute;
+use Espo\Repositories\Attachment as AttachmentRepository;
+use Espo\Tools\Stream\Service as StreamService;
+
+class ConvertService
+{
+    public function __construct(
+        private Acl $acl,
+        private ServiceContainer $recordServiceContainer,
+        private EntityManager $entityManager,
+        private User $user,
+        private StreamService $streamService,
+        private Metadata $metadata,
+        private FieldUtil $fieldUtil,
+    ) {}
+
+    /**
+     * Convert a lead.
+     *
+     * @throws Forbidden
+     * @throws Conflict
+     * @throws NotFound
+     * @throws BadRequest
+     */
+    public function convert(string $id, Values $records, Params $params): Lead
+    {
+        $lead = $this->getLead($id);
+
+        if (!$params->skipDuplicateCheck())  {
+            $this->processDuplicateCheck($records);
+        }
+
+        $account = $this->processAccount(
+            lead: $lead,
+            records: $records,
+        );
+
+        $contact = $this->processContact(
+            lead: $lead,
+            records: $records,
+            account: $account,
+        );
+
+        $account ??= $this->getSelectedAccount($contact);
+
+        $opportunity = $this->processOpportunity(
+            lead: $lead,
+            records: $records,
+            account: $account,
+            contact: $contact,
+        );
+
+        $lead->setStatus(Lead::STATUS_CONVERTED);
+
+        $this->entityManager->saveEntity($lead);
+
+        $this->processLinks($lead, $account, $contact, $opportunity);
+        $this->processStream($lead, $account, $contact, $opportunity);
+
+        return $lead;
+    }
+
+    /**
+     * Get values for the conversion form.
+     *
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    public function getValues(string $id): Values
+    {
+        $lead = $this->getLead($id);
+
+        $values = Values::create();
+
+        /** @var string[] $entityList */
+        $entityList = $this->metadata->get('entityDefs.Lead.convertEntityList') ?? [];
+
+        $ignoreAttributeList = [
+            Field::CREATED_AT,
+            Field::MODIFIED_AT,
+            Field::MODIFIED_BY . 'Id',
+            Field::MODIFIED_BY . 'Name',
+            Field::CREATED_BY . 'Id',
+            Field::MODIFIED_BY . 'Name',
+        ];
+
+        /** @var array<string, array<string, string>> $convertFieldsDefs */
+        $convertFieldsDefs = $this->metadata->get('entityDefs.Lead.convertFields') ?? [];
+
+        foreach ($entityList as $entityType) {
+            if (!$this->acl->checkScope($entityType, Acl\Table::ACTION_CREATE)) {
+                continue;
+            }
+
+            $attributes = [];
+            $fieldMap = [];
+
+            /** @var string[] $fieldList */
+            $fieldList = array_keys($this->metadata->get('entityDefs.Lead.fields', []));
+
+            foreach ($fieldList as $field) {
+                if (!$this->metadata->get("entityDefs.$entityType.fields.$field")) {
+                    continue;
+                }
+
+                if (
+                    $this->metadata->get(['entityDefs', $entityType, 'fields', $field, 'type'])
+                    !==
+                    $this->metadata->get(['entityDefs', 'Lead', 'fields', $field, 'type'])
+                ) {
+                    continue;
+                }
+
+                $fieldMap[$field] = $field;
+            }
+
+            if (array_key_exists($entityType, $convertFieldsDefs)) {
+                foreach ($convertFieldsDefs[$entityType] as $field => $leadField) {
+                    $fieldMap[$field] = $leadField;
+                }
+            }
+
+            foreach ($fieldMap as $field => $leadField) {
+                $type = $this->metadata->get(['entityDefs', $entityType, 'fields', $field, 'type']);
+
+                if (in_array($type, [FieldType::FILE, FieldType::IMAGE])) {
+                    $attachment = $lead->get($leadField);
+
+                    if ($attachment) {
+                        $attachment = $this->getAttachmentRepository()->getCopiedAttachment($attachment);
+
+                        $idAttribute = $field . 'Id';
+                        $nameAttribute = $field . 'Name';
+
+                        $attributes[$idAttribute] = $attachment->getId();
+                        $attributes[$nameAttribute] = $attachment->getName();
+                    }
+
+                    continue;
+                }
+
+                if ($type === FieldType::ATTACHMENT_MULTIPLE) {
+                    $attachmentList = $lead->get($leadField);
+
+                    if (count($attachmentList)) {
+                        $idList = [];
+                        $nameHash = (object) [];
+                        $typeHash = (object) [];
+
+                        foreach ($attachmentList as $attachment) {
+                            $attachment = $this->getAttachmentRepository()->getCopiedAttachment($attachment);
+
+                            $idList[] = $attachment->getId();
+
+                            $nameHash->{$attachment->getId()} = $attachment->getName();
+                            $typeHash->{$attachment->getId()} = $attachment->getType();
+                        }
+
+                        $attributes[$field . 'Ids'] = $idList;
+                        $attributes[$field . 'Names'] = $nameHash;
+                        $attributes[$field . 'Types'] = $typeHash;
+                    }
+
+                    continue;
+                }
+
+                if ($type === FieldType::LINK_MULTIPLE) {
+                    $attributes[$field . 'Ids'] = $lead->get($leadField . 'Ids');
+                    $attributes[$field . 'Names'] = $lead->get($leadField . 'Names');
+                    $attributes[$field . 'Columns'] = $lead->get($leadField . 'Columns');
+
+                    continue;
+                }
+
+                $leadAttributeList = $this->fieldUtil->getAttributeList(Lead::ENTITY_TYPE, $leadField);
+
+                $attributeList = $this->fieldUtil->getAttributeList($entityType, $field);
+
+                if (count($attributeList) !== count($leadAttributeList)) {
+                    continue;
+                }
+
+                foreach ($attributeList as $i => $attribute) {
+                    if (in_array($attribute, $ignoreAttributeList)) {
+                        continue;
+                    }
+
+                    $leadAttribute = $leadAttributeList[$i] ?? null;
+
+                    if (!$leadAttribute || !$lead->has($leadAttribute)) {
+                        continue;
+                    }
+
+                    $attributes[$attribute] = $lead->get($leadAttribute);
+                }
+            }
+
+            $values = $values->with($entityType, (object) $attributes);
+        }
+
+        return $values;
+    }
+
+    private function getAttachmentRepository(): AttachmentRepository
+    {
+        /** @var AttachmentRepository */
+        return $this->entityManager->getRepository(Attachment::ENTITY_TYPE);
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws BadRequest
+     * @throws Conflict
+     */
+    private function processAccount(Lead $lead, Values $records): ?Account
+    {
+        if (!$records->has(Account::ENTITY_TYPE)) {
+            return null;
+        }
+
+        if (!$this->acl->checkScope(Account::ENTITY_TYPE, Acl\Table::ACTION_CREATE)) {
+            throw new Forbidden("No 'create' access for Account.");
+        }
+
+        $values = $records->get(Account::ENTITY_TYPE);
+
+        $service = $this->recordServiceContainer->getByClass(Account::class);
+
+        $account = $service->create($values, CreateParams::create()->withSkipDuplicateCheck());
+
+        $lead->setCreatedAccount($account);
+
+        return $account;
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws BadRequest
+     * @throws Conflict
+     */
+    private function processContact(
+        Lead $lead,
+        Values $records,
+        ?Account $account,
+    ): ?Contact {
+
+        if (!$records->has(Contact::ENTITY_TYPE)) {
+            return null;
+        }
+
+        if (!$this->acl->checkScope(Contact::ENTITY_TYPE, Acl\Table::ACTION_CREATE)) {
+            throw new Forbidden("No 'create' access for Contact.");
+        }
+
+        $values = $records->get(Contact::ENTITY_TYPE);
+
+        if ($account) {
+            $values->accountId = $account->getId();
+        }
+
+        $service = $this->recordServiceContainer->getByClass(Contact::class);
+
+        $contact = $service->create($values, CreateParams::create()->withSkipDuplicateCheck());
+
+        $lead->set('createdContactId', $contact->getId());
+
+        if (
+            !$account &&
+            $contact->getAccount() &&
+            !$contact->getAccount()->get('originalLeadId')
+        ) {
+            $lead->setCreatedAccount($contact->getAccount());
+        }
+
+        return $contact;
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws BadRequest
+     * @throws Conflict
+     */
+    private function processOpportunity(
+        Lead $lead,
+        Values $records,
+        ?Account $account,
+        ?Contact $contact,
+    ): ?Opportunity {
+
+        if (!$records->has(Opportunity::ENTITY_TYPE)) {
+            return null;
+        }
+
+        if (!$this->acl->checkScope(Opportunity::ENTITY_TYPE, Acl\Table::ACTION_CREATE)) {
+            throw new Forbidden("No 'create' access for Opportunity.");
+        }
+
+        $values = $records->get(Opportunity::ENTITY_TYPE);
+
+        if ($account) {
+            $values->accountId = $account->getId();
+        }
+
+        if ($contact) {
+            $values->contactId = $contact->getId();
+        }
+
+        $service = $this->recordServiceContainer->getByClass(Opportunity::class);
+
+        $opportunity = $service->create($values, CreateParams::create()->withSkipDuplicateCheck());
+
+        if ($contact) {
+            $this->entityManager
+                ->getRelation($contact, 'opportunities')
+                ->relate($opportunity);
+        }
+
+        $lead->set('createdOpportunityId', $opportunity->getId());
+
+        return $opportunity;
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    private function getLead(string $id): Lead
+    {
+        $lead = $this->recordServiceContainer
+            ->getByClass(Lead::class)
+            ->getEntity($id);
+
+        if (!$lead) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityEdit($lead)) {
+            throw new Forbidden("No edit access.");
+        }
+
+        return $lead;
+    }
+
+    private function processLinks(
+        Lead $lead,
+        ?Account $account,
+        ?Contact $contact,
+        ?Opportunity $opportunity,
+    ): void {
+
+        $leadRepository = $this->entityManager->getRDBRepositoryByClass(Lead::class);
+
+        /** @var Collection<Meeting> $meetings */
+        $meetings = $leadRepository
+            ->getRelation($lead, 'meetings')
+            ->select([Attribute::ID, 'parentId', 'parentType'])
+            ->find();
+
+        foreach ($meetings as $meeting) {
+            if ($contact && $contact->hasId()) {
+                $this->entityManager
+                    ->getRDBRepository(Meeting::ENTITY_TYPE)
+                    ->getRelation($meeting, 'contacts')
+                    ->relate($contact);
+            }
+
+            if ($opportunity && $opportunity->hasId()) {
+                $meeting->set('parentId', $opportunity->getId());
+                $meeting->set('parentType', Opportunity::ENTITY_TYPE);
+
+                $this->entityManager->saveEntity($meeting);
+            } else if ($account && $account->hasId()) {
+                $meeting->set('parentId', $account->getId());
+                $meeting->set('parentType', Account::ENTITY_TYPE);
+
+                $this->entityManager->saveEntity($meeting);
+            }
+        }
+
+        /** @var Collection<Call> $calls */
+        $calls = $leadRepository
+            ->getRelation($lead, 'calls')
+            ->select([Attribute::ID, 'parentId', 'parentType'])
+            ->find();
+
+        foreach ($calls as $call) {
+            if ($contact && $contact->hasId()) {
+                $this->entityManager
+                    ->getRelation($call, 'contacts')
+                    ->relate($contact);
+            }
+
+            if ($opportunity && $opportunity->hasId()) {
+                $call->set('parentId', $opportunity->getId());
+                $call->set('parentType', Opportunity::ENTITY_TYPE);
+
+                $this->entityManager->saveEntity($call);
+            } else if ($account && $account->hasId()) {
+                $call->set('parentId', $account->getId());
+                $call->set('parentType', Account::ENTITY_TYPE);
+
+                $this->entityManager->saveEntity($call);
+            }
+        }
+
+        /** @var Collection<Email> $emails */
+        $emails = $leadRepository
+            ->getRelation($lead, 'emails')
+            ->select([Attribute::ID, 'parentId', 'parentType'])
+            ->find();
+
+        foreach ($emails as $email) {
+            if ($opportunity && $opportunity->hasId()) {
+                $email->set('parentId', $opportunity->getId());
+                $email->set('parentType', Opportunity::ENTITY_TYPE);
+
+                $this->entityManager->saveEntity($email);
+            } else if ($account && $account->hasId()) {
+                $email->set('parentId', $account->getId());
+                $email->set('parentType', Account::ENTITY_TYPE);
+
+                $this->entityManager->saveEntity($email);
+            }
+        }
+
+        /** @var Collection<Document> $documents */
+        $documents = $leadRepository
+            ->getRelation($lead, 'documents')
+            ->select([Attribute::ID])
+            ->find();
+
+        foreach ($documents as $document) {
+            if ($account && $account->hasId()) {
+                $this->entityManager
+                    ->getRelation($document, 'accounts')
+                    ->relate($account);
+            }
+
+            if ($opportunity && $opportunity->hasId()) {
+                $this->entityManager
+                    ->getRelation($document, 'opportunities')
+                    ->relate($opportunity);
+            }
+        }
+    }
+
+    private function processStream(
+        Lead $lead,
+        ?Account $account,
+        ?Contact $contact,
+        ?Opportunity $opportunity
+    ): void {
+
+        if (!$this->streamService->checkIsFollowed($lead, $this->user->getId())) {
+            return;
+        }
+
+        if ($opportunity && $opportunity->hasId()) {
+            $this->streamService->followEntity($opportunity, $this->user->getId());
+        }
+
+        if ($account && $account->hasId()) {
+            $this->streamService->followEntity($account, $this->user->getId());
+        }
+
+        if ($contact && $contact->hasId()) {
+            $this->streamService->followEntity($contact, $this->user->getId());
+        }
+    }
+
+    private function getSelectedAccount(?Contact $contact): ?Account
+    {
+        if (!$contact) {
+            return null;
+        }
+
+        if (!$contact->getAccount()) {
+            return null;
+        }
+
+        $account = $this->entityManager
+            ->getRDBRepositoryByClass(Account::class)
+            ->getById($contact->getAccount()->getId());
+
+        if ($account && !$this->acl->checkEntityRead($account)) {
+            return null;
+        }
+
+        return $account;
+    }
+
+    /**
+     * @throws Conflict
+     */
+    private function processDuplicateCheck(Values $records): void
+    {
+        $duplicateList = [];
+
+        if ($records->has(Account::ENTITY_TYPE)) {
+            $accountService = $this->recordServiceContainer->getByClass(Account::class);
+
+            $account = $this->entityManager->getRDBRepositoryByClass(Account::class)->getNew();
+            $account->set($records->get(Account::ENTITY_TYPE));
+
+            foreach ($accountService->findDuplicates($account) ?? [] as $e) {
+                $duplicateList[] = (object) [
+                    'id' => $e->getId(),
+                    'name' => $e->getName(),
+                    '_entityType' => $e->getEntityType(),
+                ];
+            }
+        }
+
+        if ($records->has(Contact::ENTITY_TYPE)) {
+            $contactService = $this->recordServiceContainer->getByClass(Contact::class);
+
+            $contact = $this->entityManager->getRDBRepositoryByClass(Contact::class)->getNew();
+            $contact->set($records->get(Contact::ENTITY_TYPE));
+
+            foreach ($contactService->findDuplicates($contact) ?? [] as $e) {
+                $duplicateList[] = (object) [
+                    'id' => $e->getId(),
+                    'name' => $e->getName(),
+                    '_entityType' => $e->getEntityType(),
+                ];
+            }
+        }
+
+        if ($records->has(Opportunity::ENTITY_TYPE)) {
+            $opportunityService = $this->recordServiceContainer->getByClass(Opportunity::class);
+
+            $opportunity = $this->entityManager->getRDBRepositoryByClass(Opportunity::class)->getNew();
+            $opportunity->set($records->get(Opportunity::ENTITY_TYPE));
+
+            foreach ($opportunityService->findDuplicates($opportunity) ?? [] as $e) {
+                $duplicateList[] = (object) [
+                    'id' => $e->getId(),
+                    'name' => $e->getName(),
+                    '_entityType' => $e->getEntityType(),
+                ];
+            }
+        }
+
+        if (!count($duplicateList)) {
+            return;
+        }
+
+        throw ConflictSilent::createWithBody('duplicate', Json::encode($duplicateList));
+    }
+}

application/Espo/Modules/Crm/Tools/MassEmail/Api/DeleteUnsubscribe.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\Tools\MassEmail\Api;
+
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Modules\Crm\Tools\MassEmail\UnsubscribeService;
+
+/** @noinspection PhpUnused */
+class DeleteUnsubscribe implements Action
+{
+    public function __construct(private UnsubscribeService $service) {}
+
+    public function process(Request $request): Response
+    {
+        $id = $request->getRouteParam('id');
+        $hash = $request->getRouteParam('hash');
+        $emailAddress = $request->getRouteParam('emailAddress');
+
+        if ($hash && $emailAddress) {
+            $this->service->subscribeAgainWithHash($emailAddress, $hash);
+
+            return ResponseComposer::json(true);
+        }
+
+        if (!$id) {
+            throw new BadRequest();
+        }
+
+        $this->service->subscribeAgain($id);
+
+        return ResponseComposer::json(true);
+    }
+}

application/Espo/Modules/Crm/Tools/MassEmail/Api/PostUnsubscribe.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\Tools\MassEmail\Api;
+
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Modules\Crm\Tools\MassEmail\UnsubscribeService;
+
+/** @noinspection PhpUnused */
+class PostUnsubscribe implements Action
+{
+    public function __construct(private UnsubscribeService $service) {}
+
+    public function process(Request $request): Response
+    {
+        $id = $request->getRouteParam('id');
+        $hash = $request->getRouteParam('hash');
+        $emailAddress = $request->getRouteParam('emailAddress');
+
+        if ($hash && $emailAddress) {
+            $this->service->unsubscribeWithHash($emailAddress, $hash);
+
+            return ResponseComposer::json(true);
+        }
+
+        if (!$id) {
+            throw new BadRequest();
+        }
+
+        $this->service->unsubscribe($id);
+
+        return ResponseComposer::json(true);
+    }
+}

application/Espo/Modules/Crm/Tools/MassEmail/DefaultMessageHeadersPreparator.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\Tools\MassEmail;
+
+use Espo\Core\Utils\Config;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\Modules\Crm\Tools\MassEmail\MessagePreparator\Data;
+use Espo\Modules\Crm\Tools\MassEmail\MessagePreparator\Headers;
+
+class DefaultMessageHeadersPreparator implements MessageHeadersPreparator
+{
+    public function __construct(
+        private Config $config,
+        private Config\ApplicationConfig $applicationConfig,
+    ) {}
+
+    public function prepare(Headers $headers, Data $data): void
+    {
+        $headers->addTextHeader('X-Queue-Item-Id', $data->getId());
+        $headers->addTextHeader('Precedence', 'bulk');
+
+        $campaignType = $this->getCampaignType($data);
+
+        if (
+            $campaignType === Campaign::TYPE_INFORMATIONAL_EMAIL ||
+            $campaignType === Campaign::TYPE_NEWSLETTER
+        ) {
+            $headers->addTextHeader('Auto-Submitted', 'auto-generated');
+            $headers->addTextHeader('X-Auto-Response-Suppress', 'AutoReply');
+        }
+
+        $this->addMandatoryOptOut($headers, $data);
+    }
+
+    private function getSiteUrl(): string
+    {
+        $url = $this->config->get('massEmailSiteUrl') ?? $this->applicationConfig->getSiteUrl();
+
+        return rtrim($url, '/');
+    }
+
+    private function addMandatoryOptOut(Headers $headers, Data $data): void
+    {
+        if ($this->getCampaignType($data) === Campaign::TYPE_INFORMATIONAL_EMAIL) {
+            return;
+        }
+
+        if ($this->config->get('massEmailDisableMandatoryOptOutLink')) {
+            return;
+        }
+
+        $id = $data->getId();
+
+        $url = "{$this->getSiteUrl()}/api/v1/Campaign/unsubscribe/$id";
+
+        $headers->addTextHeader('List-Unsubscribe-Post', 'List-Unsubscribe=One-Click');
+        $headers->addTextHeader('List-Unsubscribe', "<$url>");
+    }
+
+    private function getCampaignType(Data $data): ?string
+    {
+        return $data->getQueueItem()->getMassEmail()?->getCampaign()?->getType();
+    }
+}

application/Espo/Modules/Crm/Tools/MassEmail/MessageHeadersPreparator.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\Tools\MassEmail;
+
+use Espo\Modules\Crm\Tools\MassEmail\MessagePreparator\Data;
+use Espo\Modules\Crm\Tools\MassEmail\MessagePreparator\Headers;
+
+/**
+ * Applies additional headers to a mass email message.
+ */
+interface MessageHeadersPreparator
+{
+    public function prepare(Headers $headers, Data $data): void;
+}

application/Espo/Modules/Crm/Tools/MassEmail/MessagePreparator/Data.php

@@ -0,0 +1,61 @@
+<?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\Tools\MassEmail\MessagePreparator;
+
+use Espo\Core\Mail\SenderParams;
+use Espo\Modules\Crm\Entities\EmailQueueItem;
+
+class Data
+{
+    public function __construct(
+        private string $id,
+        private SenderParams $senderParams,
+        private EmailQueueItem $queueItem,
+    ) {}
+
+    public function getId(): string
+    {
+        return $this->id;
+    }
+
+    /** @noinspection PhpUnused */
+    public function getSenderParams(): SenderParams
+    {
+        return $this->senderParams;
+    }
+
+    /**
+     * @since 9.1.0
+     */
+    public function getQueueItem(): EmailQueueItem
+    {
+        return $this->queueItem;
+    }
+}

application/Espo/Modules/Crm/Tools/MassEmail/MessagePreparator/Headers.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\Tools\MassEmail\MessagePreparator;
+
+use Espo\Core\Mail\Sender;
+
+class Headers
+{
+    public function __construct(
+        private Sender $sender,
+    ) {}
+
+    public function addTextHeader(string $name, string $value): void
+    {
+        $this->sender->withAddedHeader($name, $value);
+    }
+}

application/Espo/Modules/Crm/Tools/MassEmail/QueueCreator.php

@@ -0,0 +1,255 @@
+<?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\Tools\MassEmail;
+
+use Espo\Core\Name\Field;
+use Espo\Core\Utils\Log;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\ORM\Entity;
+use Espo\ORM\Name\Attribute;
+use Espo\Repositories\EmailAddress as EmailAddressRepository;
+use Espo\Entities\EmailAddress;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\Modules\Crm\Entities\EmailQueueItem;
+use Espo\Core\Exceptions\Error;
+use Espo\ORM\EntityManager;
+use Espo\Core\Utils\Metadata;
+use stdClass;
+
+class QueueCreator
+{
+    private const ERASED_PREFIX = 'ERASED:';
+
+    /** @var string[] */
+    protected array $targetLinkList;
+
+    public function __construct(
+        protected EntityManager $entityManager,
+        private Metadata $metadata,
+        private Log $log,
+    ) {
+        $this->targetLinkList = $this->metadata->get(['scopes', 'TargetList', 'targetLinkList']) ?? [];
+    }
+
+    private function cleanupQueueItems(MassEmail $massEmail): void
+    {
+        $delete = $this->entityManager
+            ->getQueryBuilder()
+            ->delete()
+            ->from(EmailQueueItem::ENTITY_TYPE)
+            ->where([
+                 'massEmailId' => $massEmail->getId(),
+                 'status' => [
+                     EmailQueueItem::STATUS_PENDING,
+                     EmailQueueItem::STATUS_FAILED,
+                ],
+            ])
+            ->build();
+
+        $this->entityManager->getQueryExecutor()->execute($delete);
+    }
+
+    /**
+     * @param iterable<Entity> $additionalTargetList
+     * @throws Error
+     */
+    public function create(MassEmail $massEmail, bool $isTest = false, iterable $additionalTargetList = []): void
+    {
+        if (!$isTest && $massEmail->getStatus() !== MassEmail::STATUS_PENDING) {
+            throw new Error("Mass Email {$massEmail->getId()} should has status 'Pending'.");
+        }
+
+        if ($this->toSkipAsInactive($massEmail, $isTest)) {
+            $this->log->notice("Skipping mass email {id} queue creation for inactive campaign.", [
+                'id' => $massEmail->getId(),
+            ]);
+
+            return;
+        }
+
+        $withOptedOut = $massEmail->getCampaign()?->getType() === Campaign::TYPE_INFORMATIONAL_EMAIL;
+
+        if (!$isTest) {
+            $this->cleanupQueueItems($massEmail);
+        }
+
+        $itemList = [];
+
+        if (!$isTest) {
+            $itemList = $this->getItemList($massEmail, $withOptedOut);
+        }
+
+        foreach ($additionalTargetList as $record) {
+            $item = $record->getValueMap();
+
+            $item->entityType = $record->getEntityType();
+
+            $itemList[] = $item;
+        }
+
+        foreach ($itemList as $item) {
+            $emailAddress = $item->emailAddress ?? null;
+
+            if (!$emailAddress) {
+                continue;
+            }
+
+            if (str_starts_with($emailAddress, self::ERASED_PREFIX)) {
+                continue;
+            }
+
+            $emailAddressRecord = $this->getEmailAddressRepository()->getByAddress($emailAddress);
+
+            if ($emailAddressRecord && !$withOptedOut && $emailAddressRecord->isOptedOut()) {
+                continue;
+            }
+
+            if ($emailAddressRecord && $emailAddressRecord->isInvalid()) {
+                continue;
+            }
+
+            $queueItem = $this->entityManager->getNewEntity(EmailQueueItem::ENTITY_TYPE);
+
+            $queueItem->set([
+                'massEmailId' => $massEmail->getId(),
+                'status' => EmailQueueItem::STATUS_PENDING,
+                'targetId' => $item->id,
+                'targetType' => $item->entityType,
+                'isTest' => $isTest,
+            ]);
+
+            $this->entityManager->saveEntity($queueItem);
+        }
+
+        if ($isTest) {
+            return;
+        }
+
+        $massEmail->setStatus(MassEmail::STATUS_IN_PROCESS);
+
+        if ($itemList === []) {
+            $massEmail->setStatus(MassEmail::STATUS_COMPLETE);
+        }
+
+        $this->entityManager->saveEntity($massEmail);
+    }
+
+    private function getEmailAddressRepository(): EmailAddressRepository
+    {
+        /** @var EmailAddressRepository */
+        return $this->entityManager->getRepository(EmailAddress::ENTITY_TYPE);
+    }
+
+    private function toSkipAsInactive(MassEmail $massEmail, bool $isTest): bool
+    {
+        return !$isTest &&
+            $massEmail->getCampaign() &&
+            $massEmail->getCampaign()->getStatus() === Campaign::STATUS_INACTIVE;
+    }
+
+    /**
+     * @return stdClass[]
+     */
+    private function getItemList(MassEmail $massEmail, bool $withOptedOut): array
+    {
+        $metTargetHash = [];
+        $metEmailAddressHash = [];
+
+        $itemList = [];
+
+        foreach ($massEmail->getExcludingTargetLists() as $excludingTargetList) {
+            foreach ($this->targetLinkList as $link) {
+                $targets = $this->entityManager
+                    ->getRelation($excludingTargetList, $link)
+                    ->sth()
+                    ->select([Attribute::ID, Field::EMAIL_ADDRESS])
+                    ->find();
+
+                foreach ($targets as $target) {
+                    $hashId = $target->getEntityType() . '-' . $target->getId();
+
+                    $metTargetHash[$hashId] = true;
+
+                    $emailAddress = $target->get(Field::EMAIL_ADDRESS);
+
+                    if ($emailAddress) {
+                        $metEmailAddressHash[$emailAddress] = true;
+                    }
+                }
+            }
+        }
+
+        foreach ($massEmail->getTargetLists() as $targetList) {
+            foreach ($this->targetLinkList as $link) {
+                $where = [];
+
+                if (!$withOptedOut) {
+                    $where = ['@relation.optedOut' => false];
+                }
+
+                $records = $this->entityManager
+                    ->getRelation($targetList, $link)
+                    ->select([Attribute::ID, Field::EMAIL_ADDRESS])
+                    ->sth()
+                    ->where($where)
+                    ->find();
+
+                foreach ($records as $record) {
+                    $hashId = $record->getEntityType() . '-' . $record->getId();
+
+                    $emailAddress = $record->get(Field::EMAIL_ADDRESS);
+
+                    if (!$emailAddress) {
+                        continue;
+                    }
+
+                    if (!empty($metEmailAddressHash[$emailAddress])) {
+                        continue;
+                    }
+
+                    if (!empty($metTargetHash[$hashId])) {
+                        continue;
+                    }
+
+                    $item = $record->getValueMap();
+
+                    $item->entityType = $record->getEntityType();
+
+                    $itemList[] = $item;
+
+                    $metTargetHash[$hashId] = true;
+                    $metEmailAddressHash[$emailAddress] = true;
+                }
+            }
+        }
+
+        return $itemList;
+    }
+}

application/Espo/Modules/Crm/Tools/MassEmail/SendingProcessor.php

@@ -0,0 +1,710 @@
+<?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\Tools\MassEmail;
+
+use Espo\Modules\Crm\Tools\MassEmail\MessagePreparator\Headers;
+use Laminas\Mail\Message;
+
+use Espo\Core\Field\DateTime;
+use Espo\Core\Mail\ConfigDataProvider;
+use Espo\ORM\EntityCollection;
+use Espo\Core\Name\Field;
+use Espo\Tools\EmailTemplate\Result;
+use Espo\Core\Mail\Account\GroupAccount\AccountFactory;
+use Espo\Core\Mail\Exceptions\NoSmtp;
+use Espo\Core\Mail\SenderParams;
+use Espo\Core\Mail\SmtpParams;
+use Espo\Entities\Attachment;
+use Espo\Modules\Crm\Tools\MassEmail\MessagePreparator\Data;
+use Espo\ORM\Collection;
+use Espo\Entities\EmailTemplate;
+use Espo\Repositories\EmailAddress as EmailAddressRepository;
+use Espo\Entities\EmailAddress;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Mail\EmailSender;
+use Espo\Core\Mail\Sender;
+use Espo\Core\ORM\EntityManager;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Language;
+use Espo\Core\Utils\Log;
+use Espo\Entities\Email;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\Modules\Crm\Entities\CampaignTrackingUrl;
+use Espo\Modules\Crm\Entities\EmailQueueItem;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\Modules\Crm\Tools\Campaign\LogService as CampaignService;
+use Espo\ORM\Entity;
+use Espo\Tools\EmailTemplate\Data as TemplateData;
+use Espo\Tools\EmailTemplate\Params as TemplateParams;
+use Espo\Tools\EmailTemplate\Processor as TemplateProcessor;
+
+use Exception;
+
+class SendingProcessor
+{
+    private const MAX_ATTEMPT_COUNT = 3;
+    private const MAX_PER_HOUR_COUNT = 10000;
+
+    public function __construct(
+        private Config $config,
+        private EntityManager $entityManager,
+        private Language $defaultLanguage,
+        private EmailSender $emailSender,
+        private Log $log,
+        private AccountFactory $accountFactory,
+        private CampaignService $campaignService,
+        private MessageHeadersPreparator $headersPreparator,
+        private TemplateProcessor $templateProcessor,
+        private ConfigDataProvider $configDataProvider,
+        private Config\ApplicationConfig $applicationConfig,
+    ) {}
+
+    /**
+     * @throws Error
+     * @throws NoSmtp
+     */
+    public function process(MassEmail $massEmail, bool $isTest = false): void
+    {
+        if ($this->toSkipAsInactive($massEmail, $isTest)) {
+            $this->log->notice("Skipping mass email {id} queue for inactive campaign.", [
+                'id' => $massEmail->getId(),
+            ]);
+
+            return;
+        }
+
+        $maxSize = 0;
+
+        if ($this->handleMaxSize($isTest, $maxSize)) {
+            return;
+        }
+
+        $emailTemplate = $massEmail->getEmailTemplate();
+
+        if (!$emailTemplate) {
+            $this->setFailed($massEmail);
+
+            return;
+        }
+
+        $attachmentList = $emailTemplate->getAttachments();
+        [$smtpParams, $senderParams] = $this->getSenderParams($massEmail);
+        $queueItemList = $this->getQueueItems($massEmail, $isTest, $maxSize);
+
+        foreach ($queueItemList as $queueItem) {
+            $this->sendQueueItem(
+                queueItem: $queueItem,
+                massEmail: $massEmail,
+                emailTemplate: $emailTemplate,
+                attachmentList: $attachmentList,
+                isTest: $isTest,
+                smtpParams: $smtpParams,
+                senderParams: $senderParams,
+            );
+        }
+
+        if ($isTest) {
+            return;
+        }
+
+        if ($this->getCountLeft($massEmail) !== 0) {
+            return;
+        }
+
+        $this->setComplete($massEmail);
+    }
+
+    /**
+     * @param iterable<CampaignTrackingUrl> $trackingUrlList
+     */
+    private function getPreparedEmail(
+        EmailQueueItem $queueItem,
+        MassEmail $massEmail,
+        EmailTemplate $emailTemplate,
+        Entity $target,
+        iterable $trackingUrlList = []
+    ): ?Email {
+
+        $emailAddress = $target->get(Field::EMAIL_ADDRESS);
+
+        if (!$emailAddress) {
+            return null;
+        }
+
+        $emailData = $this->templateProcessor->process(
+            $emailTemplate,
+            TemplateParams::create()
+                ->withApplyAcl(false) // @todo Revise.
+                ->withCopyAttachments(false), // @todo Revise.
+            TemplateData::create()
+                ->withParent($target)
+        );
+
+        $body = $this->prepareBody($massEmail, $queueItem, $emailData, $trackingUrlList);
+
+        $email = $this->entityManager->getRDBRepositoryByClass(Email::class)->getNew();
+
+        $email
+            ->addToAddress($emailAddress)
+            ->setSubject($emailData->getSubject())
+            ->setBody($body)
+            ->setIsHtml($emailData->isHtml())
+            ->setAttachmentIdList($emailData->getAttachmentIdList());
+
+        if ($massEmail->getFromAddress()) {
+            $email->setFromAddress($massEmail->getFromAddress());
+        }
+
+        $replyToAddress = $massEmail->getReplyToAddress();
+
+        if ($replyToAddress) {
+            $email->addReplyToAddress($replyToAddress);
+        }
+
+        return $email;
+    }
+
+    private function prepareQueueItemMessage(
+        EmailQueueItem $queueItem,
+        Sender $sender,
+        SenderParams $senderParams,
+    ): void {
+
+        $id = $queueItem->getId();
+
+        $headers = new Headers($sender);
+
+        $this->headersPreparator->prepare($headers, new Data($id, $senderParams, $queueItem));
+
+        $fromAddress = $senderParams->getFromAddress();
+
+        if (
+            $this->config->get('massEmailVerp') &&
+            $fromAddress &&
+            strpos($fromAddress, '@')
+        ) {
+            $bounceAddress = explode('@', $fromAddress)[0] . '+bounce-qid-' . $id .
+                '@' . explode('@', $fromAddress)[1];
+
+            $sender->withEnvelopeFromAddress($bounceAddress);
+        }
+    }
+
+    private function setFailed(MassEmail $massEmail): void
+    {
+        $massEmail->setStatus(MassEmail::STATUS_FAILED);
+
+        $this->entityManager->saveEntity($massEmail);
+
+        $queueItemList = $this->entityManager
+            ->getRDBRepositoryByClass(EmailQueueItem::class)
+            ->where([
+                'status' => EmailQueueItem::STATUS_PENDING,
+                'massEmailId' => $massEmail->getId(),
+            ])
+            ->find();
+
+        foreach ($queueItemList as $queueItem) {
+            $this->setItemFailed($queueItem);
+        }
+    }
+
+    /**
+     * @param EntityCollection<Attachment> $attachmentList
+     */
+    private function sendQueueItem(
+        EmailQueueItem $queueItem,
+        MassEmail $massEmail,
+        EmailTemplate $emailTemplate,
+        EntityCollection $attachmentList,
+        bool $isTest,
+        ?SmtpParams $smtpParams,
+        SenderParams $senderParams,
+    ): void {
+
+        if ($this->isNotPending($queueItem)) {
+            return;
+        }
+
+        $this->setItemSending($queueItem);
+
+        $target = $this->entityManager->getEntityById($queueItem->getTargetType(), $queueItem->getTargetId());
+
+        $emailAddress = $target?->get(Field::EMAIL_ADDRESS);
+
+        if (
+            !$target ||
+            !$target->hasId() ||
+            !$emailAddress
+        ) {
+            $this->setItemFailed($queueItem);
+
+            return;
+        }
+
+        $emailAddressRecord = $this->getEmailAddressRepository()->getByAddress($emailAddress);
+
+        if ($emailAddressRecord) {
+            if ($emailAddressRecord->isInvalid()) {
+                $this->setItemFailed($queueItem);
+
+                return;
+            }
+
+            if (
+                $emailAddressRecord->isOptedOut() &&
+                $massEmail->getCampaign()?->getType() !== Campaign::TYPE_INFORMATIONAL_EMAIL
+            ) {
+                $this->setItemFailed($queueItem);
+
+                return;
+            }
+        }
+
+        $email = $this->getPreparedEmail(
+            queueItem: $queueItem,
+            massEmail: $massEmail,
+            emailTemplate: $emailTemplate,
+            target: $target,
+            trackingUrlList: $this->getTrackingUrls($massEmail->getCampaign()),
+        );
+
+        if (!$email) {
+            return;
+        }
+
+        $senderParams = $this->prepareItemSenderParams($email, $senderParams, $massEmail);
+
+        $queueItem->incrementAttemptCount();
+
+        $sender = $this->emailSender->create();
+
+        if ($smtpParams) {
+            $sender->withSmtpParams($smtpParams);
+        }
+
+        try {
+            $this->prepareQueueItemMessage($queueItem, $sender, $senderParams);
+
+            $sender
+                ->withParams($senderParams)
+                ->withAttachments($attachmentList)
+                ->send($email);
+        } catch (Exception $e) {
+            $this->processException($queueItem, $e);
+
+            return;
+        }
+
+        $emailObject = $emailTemplate;
+
+        if ($massEmail->storeSentEmails() && !$isTest) {
+            $this->entityManager->saveEntity($email);
+
+            $emailObject = $email;
+        }
+
+        $this->setItemSent($queueItem, $emailAddress);
+
+        if ($massEmail->getCampaign()) {
+            $this->campaignService->logSent($massEmail->getCampaign()->getId(), $queueItem, $emailObject);
+        }
+    }
+
+    private function getSiteUrl(): string
+    {
+        return $this->config->get('massEmailSiteUrl') ??
+            $this->applicationConfig->getSiteUrl();
+    }
+
+    /**
+     * @throws Error
+     * @throws NoSmtp
+     * @return array{?SmtpParams, SenderParams}
+     */
+    private function getSenderParams(MassEmail $massEmail): array
+    {
+        $smtpParams = null;
+        $senderParams = SenderParams::create();
+
+        $inboundEmailId = $massEmail->getInboundEmailId();
+
+        if (!$inboundEmailId) {
+            return [$smtpParams, $senderParams];
+        }
+
+        $account = $this->accountFactory->create($inboundEmailId);
+
+        $smtpParams = $account->getSmtpParams();
+
+        if (
+            !$account->isAvailableForSending() ||
+            !$account->getEntity()->smtpIsForMassEmail() ||
+            !$smtpParams
+        ) {
+            throw new Error("Mass Email: Group email account $inboundEmailId can't be used for mass email.");
+        }
+
+        if ($account->getEntity()->getReplyToAddress()) {
+            $senderParams = $senderParams
+                ->withReplyToAddress($account->getEntity()->getReplyToAddress());
+        }
+
+        return [$smtpParams, $senderParams];
+    }
+
+    private function getCountLeft(MassEmail $massEmail): int
+    {
+        return $this->entityManager
+            ->getRDBRepositoryByClass(EmailQueueItem::class)
+            ->where([
+                'status' => EmailQueueItem::STATUS_PENDING,
+                'massEmailId' => $massEmail->getId(),
+                'isTest' => false,
+            ])
+            ->count();
+    }
+
+    private function processException(EmailQueueItem $queueItem, Exception $e): void
+    {
+        $maxAttemptCount = $this->config->get('massEmailMaxAttemptCount', self::MAX_ATTEMPT_COUNT);
+
+        $queueItem->getAttemptCount() >= $maxAttemptCount ?
+            $queueItem->setStatus(EmailQueueItem::STATUS_FAILED) :
+            $queueItem->setStatus(EmailQueueItem::STATUS_PENDING);
+
+        $this->entityManager->saveEntity($queueItem);
+
+        $this->log->error("Mass Email, send item: {$e->getCode()}, {$e->getMessage()}");
+    }
+
+    private function getEmailAddressRepository(): EmailAddressRepository
+    {
+        /** @var EmailAddressRepository */
+        return $this->entityManager->getRepository(EmailAddress::ENTITY_TYPE);
+    }
+
+    private function isNotPending(EmailQueueItem $queueItem): bool
+    {
+        /** @var ?EmailQueueItem $queueItemFetched */
+        $queueItemFetched = $this->entityManager->getEntityById(EmailQueueItem::ENTITY_TYPE, $queueItem->getId());
+
+        if (!$queueItemFetched) {
+            return true;
+        }
+
+        return $queueItemFetched->getStatus() !== EmailQueueItem::STATUS_PENDING;
+    }
+
+    /**
+     * @return Collection<EmailQueueItem>
+     */
+    private function getQueueItems(MassEmail $massEmail, bool $isTest, int $maxSize): Collection
+    {
+        return $this->entityManager
+            ->getRDBRepositoryByClass(EmailQueueItem::class)
+            ->sth()
+            ->where([
+                'status' => EmailQueueItem::STATUS_PENDING,
+                'massEmailId' => $massEmail->getId(),
+                'isTest' => $isTest,
+            ])
+            ->limit(0, $maxSize)
+            ->find();
+    }
+
+    /**
+     * @return bool Whether to skip.
+     */
+    private function handleMaxSize(bool $isTest, int &$maxSize): bool
+    {
+        $hourMaxSize = $this->config->get('massEmailMaxPerHourCount', self::MAX_PER_HOUR_COUNT);
+        $batchMaxSize = $this->config->get('massEmailMaxPerBatchCount');
+
+        if (!$isTest) {
+            $threshold = DateTime::createNow()->addHours(-1);
+
+            $sentLastHourCount = $this->entityManager
+                ->getRDBRepositoryByClass(EmailQueueItem::class)
+                ->where([
+                    'status' => EmailQueueItem::STATUS_SENT,
+                    'sentAt>' => $threshold->toString(),
+                ])
+                ->count();
+
+            if ($sentLastHourCount >= $hourMaxSize) {
+                return true;
+            }
+
+            $hourMaxSize = $hourMaxSize - $sentLastHourCount;
+        }
+
+        $maxSize = $hourMaxSize;
+
+        if ($batchMaxSize) {
+            $maxSize = min($batchMaxSize, $maxSize);
+        }
+
+        return false;
+    }
+
+    private function setComplete(MassEmail $massEmail): void
+    {
+        $massEmail->setStatus(MassEmail::STATUS_COMPLETE);
+
+        $this->entityManager->saveEntity($massEmail);
+    }
+
+    private function setItemSending(EmailQueueItem $queueItem): void
+    {
+        $queueItem->setStatus(EmailQueueItem::STATUS_SENDING);
+
+        $this->entityManager->saveEntity($queueItem);
+    }
+
+    private function setItemFailed(EmailQueueItem $queueItem): void
+    {
+        $queueItem->setStatus(EmailQueueItem::STATUS_FAILED);
+
+        $this->entityManager->saveEntity($queueItem);
+    }
+
+    private function setItemSent(EmailQueueItem $queueItem, string $emailAddress): void
+    {
+        $queueItem->setEmailAddress($emailAddress);
+        $queueItem->setStatus(EmailQueueItem::STATUS_SENT);
+        $queueItem->setSentAtNow();
+
+        $this->entityManager->saveEntity($queueItem);
+    }
+
+    /**
+     * @return iterable<CampaignTrackingUrl>
+     */
+    private function getTrackingUrls(?Campaign $campaign): iterable
+    {
+        if (!$campaign || $campaign->getType() === Campaign::TYPE_INFORMATIONAL_EMAIL) {
+            return [];
+        }
+
+        /** @var Collection<CampaignTrackingUrl> */
+        return $this->entityManager
+            ->getRelation($campaign, 'trackingUrls')
+            ->find();
+    }
+
+    private function prepareItemSenderParams(
+        Email $email,
+        SenderParams $senderParams,
+        MassEmail $massEmail
+    ): SenderParams {
+
+        $campaign = $massEmail->getCampaign();
+
+        if ($email->get('replyToAddress')) { // @todo Revise.
+            $senderParams = $senderParams->withReplyToAddress(null);
+        }
+
+        if ($campaign) {
+            $email->setLinkMultipleIdList(Field::TEAMS, $campaign->getLinkMultipleIdList(Field::TEAMS));
+        }
+
+        $senderParams = $senderParams->withFromAddress(
+            $massEmail->getFromAddress() ??
+            $this->configDataProvider->getSystemOutboundAddress()
+        );
+
+        if ($massEmail->getFromName()) {
+            $senderParams = $senderParams->withFromName($massEmail->getFromName());
+        }
+
+        if ($massEmail->getReplyToName()) {
+            $senderParams = $senderParams->withReplyToName($massEmail->getReplyToName());
+        }
+
+        return $senderParams;
+    }
+
+    private function getOptOutUrl(EmailQueueItem $queueItem): string
+    {
+        return "{$this->getSiteUrl()}?entryPoint=unsubscribe&id={$queueItem->getId()}";
+    }
+
+    private function getOptOutLink(string $optOutUrl): string
+    {
+        $label = $this->defaultLanguage->translateLabel('Unsubscribe', 'labels', Campaign::ENTITY_TYPE);
+
+        return "<a href=\"$optOutUrl\">$label</a>";
+    }
+
+    private function getTrackUrl(mixed $trackingUrl, EmailQueueItem $queueItem): string
+    {
+        $siteUrl = $this->getSiteUrl();
+
+        $id1 = $trackingUrl->getId();
+        $id2 = $queueItem->getId();
+
+        return "$siteUrl?entryPoint=campaignUrl&id=$id1&queueItemId=$id2";
+    }
+
+    /**
+     * @param iterable<CampaignTrackingUrl> $trackingUrlList
+     */
+    private function prepareBody(
+        MassEmail $massEmail,
+        EmailQueueItem $queueItem,
+        Result $emailData,
+        iterable $trackingUrlList,
+    ): string {
+
+        $body = $this->addBodyLinks(
+            massEmail: $massEmail,
+            queueItem: $queueItem,
+            emailData: $emailData,
+            body: $emailData->getBody(),
+            trackingUrlList: $trackingUrlList,
+        );
+
+        return $this->addBodyTracking(
+            massEmail: $massEmail,
+            queueItem: $queueItem,
+            emailData: $emailData,
+            body: $body,
+        );
+    }
+
+    private function toSkipAsInactive(MassEmail $massEmail, bool $isTest): bool
+    {
+        return !$isTest &&
+            $massEmail->getCampaign() &&
+            $massEmail->getCampaign()->getStatus() === Campaign::STATUS_INACTIVE;
+    }
+
+    /**
+     * @param iterable<CampaignTrackingUrl> $trackingUrlList
+     */
+    private function addBodyLinks(
+        MassEmail $massEmail,
+        EmailQueueItem $queueItem,
+        Result $emailData,
+        string $body,
+        iterable $trackingUrlList,
+    ): string {
+
+        $optOutUrl = $this->getOptOutUrl($queueItem);
+        $optOutLink = $this->getOptOutLink($optOutUrl);
+
+        if (!$this->isInformational($massEmail)) {
+            $body = str_replace('{optOutUrl}', $optOutUrl, $body);
+            $body = str_replace('{optOutLink}', $optOutLink, $body);
+        }
+
+        $body = str_replace('{queueItemId}', $queueItem->getId(), $body);
+
+        foreach ($trackingUrlList as $trackingUrl) {
+            $url = $this->getTrackUrl($trackingUrl, $queueItem);
+
+            $body = str_replace($trackingUrl->getUrlToUse(), $url, $body);
+        }
+
+        return $this->addMandatoryBodyOptOutLink($massEmail, $queueItem, $emailData, $body);
+    }
+
+    private function addMandatoryBodyOptOutLink(
+        MassEmail $massEmail,
+        EmailQueueItem $queueItem,
+        Result $emailData,
+        string $body,
+    ): string {
+
+        if ($this->config->get('massEmailDisableMandatoryOptOutLink')) {
+            return $body;
+        }
+
+        if ($this->isInformational($massEmail)) {
+            return $body;
+        }
+
+        if (stripos($body, '?entryPoint=unsubscribe&id') !== false) {
+            return $body;
+        }
+
+        $optOutUrl = $this->getOptOutUrl($queueItem);
+        $optOutLink = $this->getOptOutLink($optOutUrl);
+
+        if ($emailData->isHtml()) {
+            $body .= "<br><br>" . $optOutLink;
+        } else {
+            $body .= "\n\n" . $optOutUrl;
+        }
+
+        return $body;
+    }
+
+    private function addBodyTracking(
+        MassEmail $massEmail,
+        EmailQueueItem $queueItem,
+        Result $emailData,
+        string $body
+    ): string {
+
+        if (!$massEmail->getCampaign()) {
+            return $body;
+        }
+
+        if ($massEmail->getCampaign()->getType() === Campaign::TYPE_INFORMATIONAL_EMAIL) {
+            return $body;
+        }
+
+        if (!$this->config->get('massEmailOpenTracking')) {
+            return $body;
+        }
+
+        if (!$emailData->isHtml()) {
+            return $body;
+        }
+
+        $alt = $this->defaultLanguage->translateLabel('Campaign', 'scopeNames');
+
+        $url = "{$this->getSiteUrl()}?entryPoint=campaignTrackOpened&id={$queueItem->getId()}";
+
+        /** @noinspection HtmlDeprecatedAttribute */
+        $trackOpenedHtml = "<img alt=\"$alt\" width=\"1\" height=\"1\" border=\"0\" src=\"$url\">";
+
+        $body .= '<br>' . $trackOpenedHtml;
+
+        return $body;
+    }
+
+    private function isInformational(MassEmail $massEmail): bool
+    {
+        return $massEmail->getCampaign()?->getType() === Campaign::TYPE_INFORMATIONAL_EMAIL;
+    }
+}

application/Espo/Modules/Crm/Tools/MassEmail/Service.php

@@ -0,0 +1,171 @@
+<?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\Tools\MassEmail;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\Table;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Mail\Exceptions\NoSmtp;
+use Espo\Entities\InboundEmail;
+use Espo\Modules\Crm\Entities\MassEmail as MassEmailEntity;
+use Espo\ORM\Collection;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+use stdClass;
+
+class Service
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Acl $acl,
+        private QueueCreator $queueCreator,
+        private SendingProcessor $sendingProcessor
+    ) {}
+
+    /**
+     * SMTP data for the front-end.
+     *
+     * @return stdClass[]
+     * @throws Forbidden
+     */
+    public function getSmtpAccountDataList(): array
+    {
+        if (
+            !$this->acl->checkScope(MassEmailEntity::ENTITY_TYPE, Table::ACTION_CREATE) &&
+            !$this->acl->checkScope(MassEmailEntity::ENTITY_TYPE, Table::ACTION_EDIT)
+        ) {
+            throw new Forbidden();
+        }
+
+        $dataList = [];
+
+        /** @var Collection<InboundEmail> $inboundEmailList */
+        $inboundEmailList = $this->entityManager
+            ->getRDBRepository(InboundEmail::ENTITY_TYPE)
+            ->where([
+                'useSmtp' => true,
+                'status' => InboundEmail::STATUS_ACTIVE,
+                'smtpIsForMassEmail' => true,
+                ['emailAddress!=' => ''],
+                ['emailAddress!=' => null],
+            ])
+            ->find();
+
+        foreach ($inboundEmailList as $inboundEmail) {
+            $item = (object) [];
+
+            $key = 'inboundEmail:' . $inboundEmail->getId();
+
+            $item->key = $key;
+            $item->emailAddress = $inboundEmail->getEmailAddress();
+            $item->fromName = $inboundEmail->getFromName();
+
+            $dataList[] = $item;
+        }
+
+        return $dataList;
+    }
+
+    /**
+     * Send test.
+     *
+     * @param stdClass[] $targetDataList
+     * @throws BadRequest
+     * @throws Error
+     * @throws Forbidden
+     * @throws NotFound
+     * @throws NoSmtp
+     */
+    public function processTest(string $id, array $targetDataList): void
+    {
+        $targetList = [];
+
+        if (count($targetDataList) === 0) {
+            throw new BadRequest("Empty target list.");
+        }
+
+        foreach ($targetDataList as $item) {
+            if (empty($item->id) || empty($item->type)) {
+                throw new BadRequest();
+            }
+
+            $targetId = $item->id;
+            $targetType = $item->type;
+
+            $target = $this->entityManager->getEntityById($targetType, $targetId);
+
+            if (!$target) {
+                throw new Error("Target not found.");
+            }
+
+            if (!$this->acl->check($target, Table::ACTION_READ)) {
+                throw new Forbidden();
+            }
+
+            $targetList[] = $target;
+        }
+
+        /** @var ?MassEmailEntity $massEmail */
+        $massEmail = $this->entityManager->getEntityById(MassEmailEntity::ENTITY_TYPE, $id);
+
+        if (!$massEmail) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->check($massEmail, Table::ACTION_READ)) {
+            throw new Forbidden();
+        }
+
+        $this->createTestQueue($massEmail, $targetList);
+        $this->processTestSending($massEmail);
+    }
+
+    /**
+     * @param iterable<Entity> $targetList
+     * @throws Error
+     */
+    private function createTestQueue(MassEmailEntity $massEmail, iterable $targetList): void
+    {
+        $this->queueCreator->create($massEmail, true, $targetList);
+    }
+
+    /**
+     * @throws Error
+     * @throws NoSmtp
+     */
+    private function processTestSending(MassEmailEntity $massEmail): void
+    {
+        $this->sendingProcessor->process($massEmail, true);
+    }
+}

application/Espo/Modules/Crm/Tools/MassEmail/UnsubscribeService.php

@@ -0,0 +1,332 @@
+<?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\Tools\MassEmail;
+
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\HookManager;
+use Espo\Core\Name\Field;
+use Espo\Core\ORM\EntityManager;
+use Espo\Core\Utils\Hasher;
+use Espo\Entities\EmailAddress;
+use Espo\Modules\Crm\Entities\Campaign;
+use Espo\Modules\Crm\Entities\CampaignLogRecord;
+use Espo\Modules\Crm\Entities\EmailQueueItem;
+use Espo\Modules\Crm\Entities\MassEmail;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\Modules\Crm\Tools\Campaign\LogService;
+use Espo\Modules\Crm\Tools\MassEmail\Util as MassEmailUtil;
+use Espo\ORM\Collection;
+use Espo\ORM\Entity;
+use Espo\Repositories\EmailAddress as EmailAddressRepository;
+
+class UnsubscribeService
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private HookManager $hookManager,
+        private LogService $service,
+        private MassEmailUtil $util,
+        private Hasher $hasher,
+    ) {}
+
+    /**
+     * @throws NotFound
+     */
+    public function unsubscribe(string $queueItemId): void
+    {
+        [$queueItem, $campaign, $massEmail, $target] = $this->getRecords($queueItemId);
+
+        if ($massEmail->optOutEntirely()) {
+            $emailAddress = $target->get('emailAddress');
+
+            if ($emailAddress) {
+                $address = $this->getEmailAddressRepository()->getByAddress($emailAddress);
+
+                if ($address) {
+                    $address->setOptedOut(true);
+                    $this->entityManager->saveEntity($address);
+                }
+            }
+        }
+
+        $link = $this->util->getLinkByEntityType($target->getEntityType());
+
+        /** @var Collection<TargetList> $targetListList */
+        $targetListList = $this->entityManager
+            ->getRDBRepository(MassEmail::ENTITY_TYPE)
+            ->getRelation($massEmail, 'targetLists')
+            ->find();
+
+        foreach ($targetListList as $targetList) {
+            $relation = $this->entityManager
+                ->getRDBRepository(TargetList::ENTITY_TYPE)
+                ->getRelation($targetList, $link);
+
+            if ($relation->getColumn($target, 'optedOut')) {
+                continue;
+            }
+
+            $relation->updateColumnsById($target->getId(), ['optedOut' => true]);
+
+            $hookData = [
+                'link' => $link,
+                'targetId' => $target->getId(),
+                'targetType' => $target->getEntityType(),
+            ];
+
+            $this->hookManager->process(
+                TargetList::ENTITY_TYPE,
+                'afterOptOut',
+                $targetList,
+                [],
+                $hookData
+            );
+        }
+
+        $this->hookManager->process($target->getEntityType(), 'afterOptOut', $target);
+
+        if ($campaign) {
+            $this->service->logOptedOut($campaign->getId(), $queueItem, $target);
+        }
+    }
+
+    /**
+     * @throws NotFound
+     */
+    public function subscribeAgain(string $queueItemId): void
+    {
+        [, $campaign, $massEmail, $target] = $this->getRecords($queueItemId);
+
+        if ($massEmail->optOutEntirely()) {
+            $emailAddress = $target->get('emailAddress');
+
+            if ($emailAddress) {
+                $ea = $this->getEmailAddressRepository()->getByAddress($emailAddress);
+
+                if ($ea) {
+                    $ea->setOptedOut(false);
+                    $this->entityManager->saveEntity($ea);
+                }
+            }
+        }
+
+        $link = $this->util->getLinkByEntityType($target->getEntityType());
+
+        /** @var Collection<TargetList> $targetListList */
+        $targetListList = $this->entityManager
+            ->getRDBRepository(MassEmail::ENTITY_TYPE)
+            ->getRelation($massEmail, 'targetLists')
+            ->find();
+
+        foreach ($targetListList as $targetList) {
+            $relation = $this->entityManager
+                ->getRDBRepository(TargetList::ENTITY_TYPE)
+                ->getRelation($targetList, $link);
+
+            if (!$relation->getColumn($target, 'optedOut')) {
+                continue;
+            }
+
+            $relation->updateColumnsById($target->getId(), ['optedOut' => false]);
+
+            $hookData = [
+                'link' => $link,
+                'targetId' => $target->getId(),
+                'targetType' => $target->getEntityType(),
+            ];
+
+            $this->hookManager
+                ->process(TargetList::ENTITY_TYPE, 'afterCancelOptOut', $targetList, [], $hookData);
+        }
+
+        $this->hookManager->process($target->getEntityType(), 'afterCancelOptOut', $target);
+
+        if ($campaign) {
+            $logRecord = $this->entityManager
+                ->getRDBRepository(CampaignLogRecord::ENTITY_TYPE)
+                ->where([
+                    'queueItemId' => $queueItemId,
+                    'action' => CampaignLogRecord::ACTION_OPTED_OUT,
+                ])
+                ->order(Field::CREATED_AT, true)
+                ->findOne();
+
+            if ($logRecord) {
+                $this->entityManager->removeEntity($logRecord);
+            }
+        }
+    }
+
+
+    /**
+     * @throws NotFound
+     */
+    public function unsubscribeWithHash(string $emailAddress, string $hash): void
+    {
+        $address = $this->getEmailAddressWithHash($emailAddress, $hash);
+
+        if ($address->isOptedOut()) {
+            return;
+        }
+
+        $address->setOptedOut(true);
+        $this->entityManager->saveEntity($address);
+
+        $entityList = $this->getEmailAddressRepository()->getEntityListByAddressId($address->getId());
+
+        foreach ($entityList as $entity) {
+            $this->hookManager->process($entity->getEntityType(), 'afterOptOut', $entity);
+        }
+    }
+
+    /**
+     * @throws NotFound
+     */
+    public function subscribeAgainWithHash(string $emailAddress, string $hash): void
+    {
+        $address = $this->getEmailAddressWithHash($emailAddress, $hash);
+
+        if (!$address->isOptedOut()) {
+            return;
+        }
+
+        $entityList = $this->getEmailAddressRepository()->getEntityListByAddressId($address->getId());
+
+        $address->setOptedOut(false);
+        $this->entityManager->saveEntity($address);
+
+        foreach ($entityList as $entity) {
+            $this->hookManager->process($entity->getEntityType(), 'afterCancelOptOut', $entity);
+        }
+    }
+
+    /**
+     * @throws NotFound
+     */
+    public function isSubscribed(string $queueItemId): bool
+    {
+        [,, $massEmail, $target] = $this->getRecords($queueItemId);
+
+        if ($massEmail->optOutEntirely()) {
+            $emailAddress = $target->get(Field::EMAIL_ADDRESS);
+
+            if ($emailAddress) {
+                $address = $this->getEmailAddressRepository()->getByAddress($emailAddress);
+
+                if ($address && !$address->isOptedOut()) {
+                    return true;
+                }
+            }
+        }
+
+        $link = $this->util->getLinkByEntityType($target->getEntityType());
+
+        foreach ($massEmail->getTargetLists() as $targetList) {
+            $relation = $this->entityManager->getRelation($targetList, $link);
+
+            if (!$relation->getColumn($target, 'optedOut')) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+
+    /**
+     * @throws NotFound
+     */
+    public function isSubscribedWithHash(string $emailAddress, string $hash): bool
+    {
+        $address = $this->getEmailAddressWithHash($emailAddress, $hash);
+
+        return !$address->isOptedOut();
+    }
+
+    private function getEmailAddressRepository(): EmailAddressRepository
+    {
+        /** @var EmailAddressRepository */
+        return $this->entityManager->getRepository(EmailAddress::ENTITY_TYPE);
+    }
+
+    /**
+     * @return array{EmailQueueItem, ?Campaign, MassEmail, Entity}
+     * @throws NotFound
+     */
+    private function getRecords(string $queueItemId): array
+    {
+        $queueItem = $this->entityManager->getRDBRepositoryByClass(EmailQueueItem::class)->getById($queueItemId);
+
+        if (!$queueItem) {
+            throw new NotFound("No item.");
+        }
+
+        $massEmail = $queueItem->getMassEmail();
+
+        if (!$massEmail) {
+            throw new NotFound("Mass Email not found or not set.");
+        }
+
+        $campaign = $massEmail->getCampaign();
+        $targetType = $queueItem->getTargetType();
+        $targetId = $queueItem->getTargetId();
+
+        if ($campaign && $campaign->getType() === Campaign::TYPE_INFORMATIONAL_EMAIL) {
+            throw new NotFound("Campaign is informational.");
+        }
+
+        $target = $this->entityManager->getEntityById($targetType, $targetId);
+
+        if (!$target) {
+            throw new NotFound();
+        }
+
+        return [$queueItem, $campaign, $massEmail, $target];
+    }
+
+    /**
+     * @throws NotFound
+     */
+    private function getEmailAddressWithHash(string $emailAddress, string $hash): EmailAddress
+    {
+        $hash2 = $this->hasher->hash($emailAddress);
+
+        if ($hash2 !== $hash) {
+            throw new NotFound();
+        }
+
+        $address = $this->getEmailAddressRepository()->getByAddress($emailAddress);
+
+        if (!$address) {
+            throw new NotFound();
+        }
+
+        return $address;
+    }
+}

application/Espo/Modules/Crm/Tools/MassEmail/Util.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\Tools\MassEmail;
+
+use Espo\Core\Utils\Metadata;
+use Espo\ORM\Defs;
+use Espo\Modules\Crm\Entities\TargetList;
+use RuntimeException;
+
+class Util
+{
+    /** @var string[] */
+    private array $targetLinkList;
+
+    public function __construct(
+        private Defs $ormDefs,
+        private Metadata $metadata
+    ) {
+        $this->targetLinkList = $this->metadata->get(['scopes', 'TargetList', 'targetLinkList']) ?? [];
+    }
+
+    public function getLinkByEntityType(string $entityType): string
+    {
+        foreach ($this->targetLinkList as $link) {
+            $itemEntityType = $this->ormDefs
+                ->getEntity(TargetList::ENTITY_TYPE)
+                ->getRelation($link)
+                ->getForeignEntityType();
+
+            if ($itemEntityType === $entityType) {
+                return $link;
+            }
+        }
+
+        throw new RuntimeException("No link for $entityType.");
+    }
+}

application/Espo/Modules/Crm/Tools/Meeting/Invitation/Invitee.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\Tools\Meeting\Invitation;
+
+readonly class Invitee
+{
+    public function __construct(
+        private string $entityType,
+        private string $id,
+        private ?string $emailAddress = null,
+    ) {}
+
+    public function getEntityType(): string
+    {
+        return $this->entityType;
+    }
+
+    public function getId(): string
+    {
+        return $this->id;
+    }
+
+    public function getEmailAddress(): ?string
+    {
+        return $this->emailAddress;
+    }
+}

application/Espo/Modules/Crm/Tools/Meeting/Invitation/Sender.php

@@ -0,0 +1,223 @@
+<?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\Tools\Meeting\Invitation;
+
+use Espo\Core\Binding\BindingContainerBuilder;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Mail\Exceptions\SendingError;
+use Espo\Core\Mail\SmtpParams;
+use Espo\Core\Name\Field;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Business\Event\Invitations;
+use Espo\Modules\Crm\Entities\Call;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\Tools\Email\SendService;
+
+/**
+ * @since 9.0.0
+ */
+class Sender
+{
+    private const TYPE_INVITATION = 'invitation';
+    private const TYPE_CANCELLATION = 'cancellation';
+
+    public function __construct(
+        private SendService $sendService,
+        private User $user,
+        private InjectableFactory $injectableFactory,
+        private EntityManager $entityManager,
+        private Config $config,
+        private Metadata $metadata,
+    ) {}
+
+    /**
+     * @param Meeting|Call $entity
+     * @param ?Invitee[] $targets
+     * @return Entity[] Entities an invitation was sent to.
+     * @throws SendingError
+     * @throws Forbidden
+     */
+    public function sendInvitation(Meeting|Call $entity, ?array $targets = null): array
+    {
+        return $this->sendInternal($entity, self::TYPE_INVITATION, $targets);
+    }
+
+    /**
+     * @param Meeting|Call $entity
+     * @param ?Invitee[] $targets
+     * @return Entity[] Entities an invitation was sent to.
+     * @throws SendingError
+     * @throws Forbidden
+     */
+    public function sendCancellation(Meeting|Call $entity, ?array $targets = null): array
+    {
+        return $this->sendInternal($entity, self::TYPE_CANCELLATION, $targets);
+    }
+
+
+    /**
+     * @param ?Invitee[] $targets
+     * @return Entity[]
+     * @throws SendingError
+     * @throws Forbidden
+     */
+    private function sendInternal(Meeting|Call $entity, string $type, ?array $targets): array
+    {
+        $this->checkStatus($entity, $type);
+
+        $linkList = [
+            Meeting::LINK_USERS,
+            Meeting::LINK_CONTACTS,
+            Meeting::LINK_LEADS,
+        ];
+
+        $sender = $this->getSender();
+
+        $sentAddressList = [];
+        $resultEntityList = [];
+
+        foreach ($linkList as $link) {
+            $builder = $this->entityManager->getRelation($entity, $link);
+
+            if ($targets === null && $type === self::TYPE_INVITATION) {
+                $builder->where(['@relation.status=' => Meeting::ATTENDEE_STATUS_NONE]);
+            }
+
+            $collection = $builder->find();
+
+            foreach ($collection as $attendee) {
+                $emailAddress = $attendee->get(Field::EMAIL_ADDRESS);
+
+                if ($targets) {
+                    $target = self::findTarget($attendee, $targets);
+
+                    if (!$target) {
+                        continue;
+                    }
+
+                    if ($target->getEmailAddress()) {
+                        $emailAddress = $target->getEmailAddress();
+                    }
+                }
+
+                if (!$emailAddress || in_array($emailAddress, $sentAddressList)) {
+                    continue;
+                }
+
+                if ($type === self::TYPE_INVITATION) {
+                    $sender->sendInvitation($entity, $attendee, $link, $emailAddress);
+                }
+
+                if ($type === self::TYPE_CANCELLATION) {
+                    $sender->sendCancellation($entity, $attendee, $link, $emailAddress);
+                }
+
+                $sentAddressList[] = $emailAddress;
+                $resultEntityList[] = $attendee;
+
+                $this->entityManager
+                    ->getRelation($entity, $link)
+                    ->updateColumns($attendee, ['status' => Meeting::ATTENDEE_STATUS_NONE]);
+            }
+        }
+
+        return $resultEntityList;
+    }
+
+    /**
+     * @param Invitee[] $targets
+     */
+    private static function findTarget(Entity $entity, array $targets): ?Invitee
+    {
+        foreach ($targets as $target) {
+            if (
+                $entity->getEntityType() === $target->getEntityType() &&
+                $entity->getId() === $target->getId()
+            ) {
+                return $target;
+            }
+        }
+
+        return null;
+    }
+
+    private function getSender(): Invitations
+    {
+        $smtpParams = !$this->config->get('eventInvitationForceSystemSmtp') ?
+            $this->sendService->getUserSmtpParams($this->user->getId()) :
+            null;
+
+        $builder = BindingContainerBuilder::create();
+
+        if ($smtpParams) {
+            $builder->bindInstance(SmtpParams::class, $smtpParams);
+        }
+
+        return $this->injectableFactory->createWithBinding(Invitations::class, $builder->build());
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    private function checkStatus(Meeting|Call $entity, string $type): void
+    {
+        $entityType = $entity->getEntityType();
+
+        if ($type === self::TYPE_CANCELLATION) {
+            if (!in_array($entity->getStatus(), $this->getCanceledStatusList($entityType))) {
+                throw new Forbidden("Can't send invitation for not canceled event.");
+            }
+
+            return;
+        }
+
+        $notActualStatusList = [
+            ...($this->metadata->get("scopes.$entityType.completedStatusList") ?? []),
+            ...$this->getCanceledStatusList($entityType),
+        ];
+
+        if (in_array($entity->getStatus(), $notActualStatusList)) {
+            throw new Forbidden("Can't send invitation for not actual event.");
+        }
+    }
+
+    /**
+     * @return string[]
+     */
+    private function getCanceledStatusList(string $entityType): array
+    {
+        return $this->metadata->get("scopes.$entityType.canceledStatusList") ?? [];
+    }
+}

application/Espo/Modules/Crm/Tools/Meeting/Invitation/SenderFactory.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\Tools\Meeting\Invitation;
+
+use Espo\Core\Binding\BindingContainerBuilder;
+use Espo\Core\InjectableFactory;
+use Espo\Entities\User;
+
+/**
+ * @since 9.0.0
+ */
+class SenderFactory
+{
+    public function __construct(
+        private InjectableFactory $injectableFactory,
+    ) {}
+
+    /**
+     * Create a sender for a user. The SMTP of the user will be used (if not disabled in the config).
+     */
+    public function createForUser(User $user): Sender
+    {
+        return $this->injectableFactory->createWithBinding(
+            Sender::class,
+            BindingContainerBuilder::create()
+                ->bindInstance(User::class, $user)
+                ->build()
+        );
+    }
+}

application/Espo/Modules/Crm/Tools/Meeting/InvitationService.php

@@ -0,0 +1,122 @@
+<?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\Tools\Meeting;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Mail\Exceptions\SendingError;
+use Espo\Core\Record\ServiceContainer as RecordServiceContainer;
+use Espo\Modules\Crm\Entities\Call;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\Modules\Crm\Tools\Meeting\Invitation\Sender;
+use Espo\Modules\Crm\Tools\Meeting\Invitation\Invitee;
+use Espo\ORM\Entity;
+
+class InvitationService
+{
+    private const TYPE_INVITATION = 'invitation';
+    private const TYPE_CANCELLATION = 'cancellation';
+
+    public function __construct(
+        private RecordServiceContainer $recordServiceContainer,
+        private Acl $acl,
+        private Sender $invitationSender,
+    ) {}
+
+    /**
+     * Send invitation emails for a meeting (or call). Checks access. Uses user's SMTP if available.
+     *
+     * @param ?Invitee[] $targets
+     * @return Entity[] Entities an invitation was sent to.
+     * @throws NotFound
+     * @throws Forbidden
+     * @throws Error
+     * @throws SendingError
+     */
+    public function send(string $entityType, string $id, ?array $targets = null): array
+    {
+        return $this->sendInternal($entityType, $id, $targets, self::TYPE_INVITATION);
+    }
+
+    /**
+     * Send cancellation emails for a meeting (or call). Checks access. Uses user's SMTP if available.
+     *
+     * @param ?Invitee[] $targets
+     * @return Entity[] Entities a cancellation was sent to.
+     * @throws NotFound
+     * @throws Forbidden
+     * @throws Error
+     * @throws SendingError
+     */
+    public function sendCancellation(string $entityType, string $id, ?array $targets = null): array
+    {
+        return $this->sendInternal($entityType, $id, $targets, self::TYPE_CANCELLATION);
+    }
+
+    /**
+     * @param ?Invitee[] $targets
+     * @return Entity[]
+     * @throws NotFound
+     * @throws Forbidden
+     * @throws Error
+     * @throws SendingError
+     */
+    private function sendInternal(
+        string $entityType,
+        string $id,
+        ?array $targets,
+        string $type,
+    ): array {
+
+        $entity = $this->recordServiceContainer
+            ->get($entityType)
+            ->getEntity($id);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityEdit($entity)) {
+            throw new Forbidden("No edit access.");
+        }
+
+        if (!$entity instanceof Meeting && !$entity instanceof Call) {
+            throw new Error("Not supported entity type.");
+        }
+
+        if ($type === self::TYPE_CANCELLATION) {
+            return $this->invitationSender->sendCancellation($entity, $targets);
+        }
+
+        return $this->invitationSender->sendInvitation($entity, $targets);
+    }
+}

application/Espo/Modules/Crm/Tools/Meeting/Service.php

@@ -0,0 +1,268 @@
+<?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\Tools\Meeting;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\HookManager;
+use Espo\Core\Name\Field;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Record\Collection as RecordCollection;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\Note;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Call;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\ORM\Collection;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Name\Attribute;
+use LogicException;
+
+class Service
+{
+    private const NOTE_TYPE_EVENT_CONFIRMATION = 'EventConfirmation';
+
+    public function __construct(
+        private User $user,
+        private EntityManager $entityManager,
+        private HookManager $hookManager,
+        private Acl $acl,
+        private Metadata $metadata
+    ) {}
+
+    /**
+     * Set an acceptance for a current user.
+     *
+     * @throws BadRequest
+     * @throws NotFound
+     * @throws Forbidden
+     */
+    public function setAcceptance(string $entityType, string $id, string $status): void
+    {
+        /** @var string[] $statusList */
+        $statusList = $this->entityManager
+            ->getDefs()
+            ->getEntity($entityType)
+            ->getField('acceptanceStatus')
+            ->getParam('options') ?? [];
+
+        if (!in_array($status, $statusList) || $status === Meeting::ATTENDEE_STATUS_NONE) {
+            throw new BadRequest("Acceptance status not allowed.");
+        }
+
+        $entity = $this->entityManager->getEntityById($entityType, $id);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        if (!$entity instanceof CoreEntity) {
+            throw new LogicException();
+        }
+
+        if (!$entity->hasLinkMultipleId('users', $this->user->getId())) {
+            throw new Forbidden();
+        }
+
+        $currentStatus = $this->entityManager
+            ->getRDBRepository($entityType)
+            ->getRelation($entity, 'users')
+            ->getColumn($this->user, 'status');
+
+        if ($currentStatus === $status) {
+            return;
+        }
+
+        $this->entityManager
+            ->getRDBRepository($entityType)
+            ->getRelation($entity, 'users')
+            ->updateColumnsById($this->user->getId(), ['status' => $status]);
+
+        if ($this->metadata->get(['scopes', $entityType, 'stream'])) {
+            $this->createEventConfirmationNote($entity, $status);
+        }
+
+        $actionData = [
+            'eventName' => $entity->get(Field::NAME),
+            'eventType' => $entity->getEntityType(),
+            'eventId' => $entity->getId(),
+            'dateStart' => $entity->get('dateStart'),
+            'status' => $status,
+            'link' => 'users',
+            'inviteeType' => User::ENTITY_TYPE,
+            'inviteeId' => $this->user->getId(),
+        ];
+
+        $this->hookManager->process($entityType, 'afterConfirmation', $entity, [], $actionData);
+    }
+
+    private function createEventConfirmationNote(CoreEntity $entity, string $status): void
+    {
+        $options = ['createdById' => $this->user->getId()];
+
+        $style = $this->metadata
+            ->get(['entityDefs', $entity->getEntityType(), 'fields', 'acceptanceStatus', 'style', $status]);
+
+        $this->entityManager->createEntity(Note::ENTITY_TYPE, [
+            'type' => self::NOTE_TYPE_EVENT_CONFIRMATION,
+            'parentId' => $entity->getId(),
+            'parentType' => $entity->getEntityType(),
+            'relatedId' => $this->user->getId(),
+            'relatedType' => $this->user->getEntityType(),
+            'data' => [
+                'status' => $status,
+                'style' => $style,
+            ],
+        ], $options);
+    }
+
+    /**
+     * @param string[] $ids
+     * @throws Forbidden
+     */
+    public function massSetHeld(string $entityType, array $ids): void
+    {
+        if (!$this->acl->checkScope($entityType, Acl\Table::ACTION_EDIT)) {
+            throw new Forbidden();
+        }
+
+        if (!$this->acl->checkField($entityType, 'status', Acl\Table::ACTION_EDIT)) {
+            throw new Forbidden("No edit access to 'status' field.");
+        }
+
+        foreach ($ids as $id) {
+            $entity = $this->entityManager->getEntityById($entityType, $id);
+
+            if (!$entity || !$this->acl->checkEntityEdit($entity)) {
+                continue;
+            }
+
+            $entity->set('status', Meeting::STATUS_HELD);
+
+            $this->entityManager->saveEntity($entity);
+        }
+    }
+
+    /**
+     * @param string[] $ids
+     * @throws Forbidden
+     */
+    public function massSetNotHeld(string $entityType, array $ids): void
+    {
+        if (!$this->acl->checkScope($entityType, Acl\Table::ACTION_EDIT)) {
+            throw new Forbidden();
+        }
+
+        if (!$this->acl->checkField($entityType, 'status', Acl\Table::ACTION_EDIT)) {
+            throw new Forbidden("No edit access to 'status' field.");
+        }
+
+        foreach ($ids as $id) {
+            $entity = $this->entityManager->getEntityById($entityType, $id);
+
+            if (!$entity || !$this->acl->checkEntityEdit($entity)) {
+                continue;
+            }
+
+            $entity->set('status', Meeting::STATUS_NOT_HELD);
+
+            $this->entityManager->saveEntity($entity);
+        }
+    }
+
+    /**
+     * Get all attendees.
+     *
+     * @throws Forbidden
+     * @throws NotFound
+     * @return RecordCollection<Entity>
+     */
+    public function getAttendees(string $entityType, string $id): RecordCollection
+    {
+        $entity = $this->entityManager->getEntityById($entityType, $id);
+
+        if (!in_array($entityType, [Meeting::ENTITY_TYPE, Call::ENTITY_TYPE])) {
+            throw new LogicException();
+        }
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityRead($entity)) {
+            throw new Forbidden();
+        }
+
+        $linkList = [
+            'users',
+            'contacts',
+            'leads',
+        ];
+
+        $linkList = array_filter($linkList, function ($item) use ($entityType) {
+            return $this->acl->checkField($item, $entityType);
+        });
+
+        $linkList = array_values($linkList);
+
+        $list = [];
+
+        foreach ($linkList as $link) {
+            $itemCollection = $this->entityManager
+                ->getRDBRepository($entityType)
+                ->getRelation($entity, $link)
+                ->select([Attribute::ID, Field::NAME, 'acceptanceStatus', 'emailAddress'])
+                ->order('name')
+                ->find();
+
+            $list = array_merge($list, [...$itemCollection]);
+        }
+
+        /** @var Collection<Entity> $collection */
+        $collection = $this->entityManager->getCollectionFactory()->create(null, $list);
+
+        foreach ($collection as $e) {
+            if ($this->acl->checkEntityRead($e) && $this->acl->checkField($entityType, 'emailAddress')) {
+                continue;
+            }
+
+            if (!$e->get('emailAddress')) {
+                continue;
+            }
+
+            $e->set('emailAddress', 'dummy@dummy.dummy');
+        }
+
+        return RecordCollection::create($collection);
+    }
+}

application/Espo/Modules/Crm/Tools/Opportunity/Report/ByLeadSource.php

@@ -0,0 +1,144 @@
+<?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\Tools\Opportunity\Report;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Crm\Entities\Opportunity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Query\Part\Expression;
+use Espo\ORM\Query\Part\Order;
+use RuntimeException;
+use stdClass;
+
+class ByLeadSource
+{
+    public function __construct(
+        private Acl $acl,
+        private Config $config,
+        private Metadata $metadata,
+        private EntityManager $entityManager,
+        private SelectBuilderFactory $selectBuilderFactory,
+        private Util $util
+    ) {}
+
+    /**
+     * @throws Forbidden
+     */
+    public function run(DateRange $range): stdClass
+    {
+        $range = $range->withFiscalYearShift(
+            $this->config->get('fiscalYearShift') ?? 0
+        );
+
+        if (!$this->acl->checkScope(Opportunity::ENTITY_TYPE, Acl\Table::ACTION_READ)) {
+            throw new Forbidden();
+        }
+
+        if (!$this->acl->checkField(Opportunity::ENTITY_TYPE, 'amount')) {
+            throw new Forbidden("No access to 'amount' field.");
+        }
+
+        [$from, $to] = $range->getRange();
+
+        $options = $this->metadata->get('entityDefs.Lead.fields.source.options', []);
+
+        try {
+            $queryBuilder = $this->selectBuilderFactory
+                ->create()
+                ->from(Opportunity::ENTITY_TYPE)
+                ->withStrictAccessControl()
+                ->buildQueryBuilder();
+        } catch (BadRequest|Forbidden $e) {
+            throw new RuntimeException($e->getMessage());
+        }
+
+        $whereClause = [
+            ['stage!=' => $this->util->getLostStageList()],
+            ['leadSource!=' => ''],
+            ['leadSource!=' => null],
+        ];
+
+        if ($from && $to) {
+            $whereClause[] = [
+                'closeDate>=' => $from->toString(),
+                'closeDate<' => $to->toString(),
+            ];
+        }
+
+        if ($from && !$to) {
+            $whereClause[] = [
+                'closeDate>=' => $from->toString(),
+            ];
+        }
+
+        if (!$from && $to) {
+            $whereClause[] = [
+                'closeDate<' => $to->toString(),
+            ];
+        }
+
+        $queryBuilder
+            ->select([
+                'leadSource',
+                ['SUM:amountWeightedConverted', 'amount'],
+            ])
+            ->order(
+                Order::createByPositionInList(
+                    Expression::column('leadSource'),
+                    $options
+                )
+            )
+            ->group('leadSource')
+            ->where($whereClause);
+
+        $this->util->handleDistinctReportQueryBuilder($queryBuilder, $whereClause);
+
+        $sth = $this->entityManager
+            ->getQueryExecutor()
+            ->execute($queryBuilder->build());
+
+        $rowList = $sth->fetchAll() ?: [];
+
+        $result = [];
+
+        foreach ($rowList as $row) {
+            $leadSource = $row['leadSource'];
+
+            $result[$leadSource] = floatval($row['amount']);
+        }
+
+        return (object) $result;
+    }
+}

application/Espo/Modules/Crm/Tools/Opportunity/Report/ByStage.php

@@ -0,0 +1,171 @@
+<?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\Tools\Opportunity\Report;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Crm\Entities\Opportunity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Query\Part\Expression;
+use Espo\ORM\Query\Part\Order;
+use stdClass;
+
+class ByStage
+{
+    private Acl $acl;
+    private Config $config;
+    private Metadata $metadata;
+    private EntityManager $entityManager;
+    private SelectBuilderFactory $selectBuilderFactory;
+    private Util $util;
+
+    public function __construct(
+        Acl $acl,
+        Config $config,
+        Metadata $metadata,
+        EntityManager $entityManager,
+        SelectBuilderFactory $selectBuilderFactory,
+        Util $util
+    ) {
+        $this->acl = $acl;
+        $this->config = $config;
+        $this->metadata = $metadata;
+        $this->entityManager = $entityManager;
+        $this->selectBuilderFactory = $selectBuilderFactory;
+        $this->util = $util;
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    public function run(DateRange $range): stdClass
+    {
+        $range = $range->withFiscalYearShift(
+            $this->config->get('fiscalYearShift') ?? 0
+        );
+
+        if (!$this->acl->checkScope(Opportunity::ENTITY_TYPE, Acl\Table::ACTION_READ)) {
+            throw new Forbidden();
+        }
+
+        if (!$this->acl->checkField(Opportunity::ENTITY_TYPE, 'amount')) {
+            throw new Forbidden("No access to 'amount' field.");
+        }
+
+        [$from, $to] = $range->getRange();
+
+        $options = $this->metadata->get('entityDefs.Opportunity.fields.stage.options') ?? [];
+
+        $queryBuilder = $this->selectBuilderFactory
+            ->create()
+            ->from(Opportunity::ENTITY_TYPE)
+            ->withStrictAccessControl()
+            ->buildQueryBuilder();
+
+        $whereClause = [
+            ['stage!=' => $this->util->getLostStageList()],
+            ['stage!=' => $this->util->getWonStageList()],
+        ];
+
+        if ($from && $to) {
+            $whereClause[] = [
+                'closeDate>=' => $from->toString(),
+                'closeDate<' => $to->toString(),
+            ];
+        }
+
+        if ($from && !$to) {
+            $whereClause[] = [
+                'closeDate>=' => $from->toString(),
+            ];
+        }
+
+        if (!$from && $to) {
+            $whereClause[] = [
+                'closeDate<' => $to->toString(),
+            ];
+        }
+        $queryBuilder
+            ->select([
+                'stage',
+                ['SUM:amountConverted', 'amount'],
+            ])
+            ->order(
+                Order::createByPositionInList(
+                    Expression::column('stage'),
+                    $options
+                )
+            )
+            ->group('stage')
+            ->where($whereClause);
+
+        $stageIgnoreList = array_merge(
+            $this->util->getLostStageList(),
+            $this->util->getWonStageList()
+        );
+
+        $this->util->handleDistinctReportQueryBuilder($queryBuilder, $whereClause);
+
+        $sth = $this->entityManager
+            ->getQueryExecutor()
+            ->execute($queryBuilder->build());
+
+        $rowList = $sth->fetchAll() ?: [];
+
+        $result = [];
+
+        foreach ($rowList as $row) {
+            $stage = $row['stage'];
+
+            if (in_array($stage, $stageIgnoreList)) {
+                continue;
+            }
+
+            $result[$stage] = floatval($row['amount']);
+        }
+
+        foreach ($options as $stage) {
+            if (in_array($stage, $stageIgnoreList)) {
+                continue;
+            }
+
+            if (array_key_exists($stage, $result)) {
+                continue;
+            }
+
+            $result[$stage] = 0.0;
+        }
+
+        return (object) $result;
+    }
+}

application/Espo/Modules/Crm/Tools/Opportunity/Report/DateRange.php

@@ -0,0 +1,177 @@
+<?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\Tools\Opportunity\Report;
+
+use DateInterval;
+use Espo\Core\Field\Date;
+use InvalidArgumentException;
+use UnexpectedValueException;
+
+/**
+ * Immutable.
+ */
+class DateRange
+{
+    public const TYPE_BETWEEN = 'between';
+    public const TYPE_EVER = 'ever';
+    public const TYPE_CURRENT_YEAR = 'currentYear';
+    public const TYPE_CURRENT_QUARTER = 'currentQuarter';
+    public const TYPE_CURRENT_MONTH = 'currentMonth';
+    public const TYPE_CURRENT_FISCAL_YEAR = 'currentFiscalYear';
+    public const TYPE_CURRENT_FISCAL_QUARTER = 'currentFiscalQuarter';
+
+    private string $type;
+    private ?Date $from;
+    private ?Date $to;
+    private int $fiscalYearShift;
+
+    public function __construct(
+        string $type,
+        ?Date $from = null,
+        ?Date $to = null,
+        int $fiscalYearShift = 0
+    ) {
+        if ($type === self::TYPE_BETWEEN && (!$from || !$to)) {
+            throw new InvalidArgumentException("Missing range dates.");
+        }
+
+        $this->type = $type;
+        $this->from = $from;
+        $this->to = $to;
+        $this->fiscalYearShift = $fiscalYearShift;
+    }
+
+    public function getType(): string
+    {
+        return $this->type;
+    }
+
+    public function getFrom(): ?Date
+    {
+        return $this->from;
+    }
+
+    public function getTo(): ?Date
+    {
+        return $this->to;
+    }
+
+    public function withFiscalYearShift(int $fiscalYearShift): self
+    {
+        $obj = clone $this;
+        $obj->fiscalYearShift = $fiscalYearShift;
+
+        return $obj;
+    }
+
+    /**
+     * @return array{?Date, ?Date}
+     */
+    public function getRange(): array
+    {
+        if ($this->type === self::TYPE_EVER) {
+            return [null, null];
+        }
+
+        if ($this->type === self::TYPE_BETWEEN) {
+            return [$this->from, $this->to];
+        }
+
+        $fiscalYearShift = $this->fiscalYearShift;
+
+        switch ($this->type) {
+            case self::TYPE_CURRENT_YEAR:
+                $dt = Date::createToday()
+                    ->modify('first day of January this year');
+
+                return [
+                    $dt,
+                    $dt->addYears(1)
+                ];
+
+            case self::TYPE_CURRENT_QUARTER:
+                $dt = Date::createToday();
+
+                $quarter = (int) ceil($dt->getMonth() / 3);
+
+                $dt = $dt
+                    ->modify('first day of January this year')
+                    ->addMonths(($quarter - 1) * 3);
+
+                return [
+                    $dt,
+                    $dt->addMonths(3),
+                ];
+
+            case self::TYPE_CURRENT_MONTH:
+                $dt = Date::createToday()
+                    ->modify('first day of this month');
+
+                return [
+                    $dt,
+                    $dt->addMonths(1),
+                ];
+
+            case self::TYPE_CURRENT_FISCAL_YEAR:
+                $dt = Date::createToday()
+                    ->modify('first day of January this year')
+                    ->modify('+' . $fiscalYearShift . ' months');
+
+                if (Date::createToday()->getMonth() < $fiscalYearShift + 1) {
+                    $dt = $dt->addYears(-1);
+                }
+
+                return [
+                    $dt,
+                    $dt->addYears(1)
+                ];
+
+            case self::TYPE_CURRENT_FISCAL_QUARTER:
+                $dt = Date::createToday()
+                    ->modify('first day of January this year')
+                    ->addMonths($fiscalYearShift);
+
+                $month = Date::createToday()->getMonth();
+
+                $quarterShift = (int) floor(($month - $fiscalYearShift - 1) / 3);
+
+                if ($quarterShift) {
+                    $dt = $dt->addMonths($quarterShift * 3);
+                }
+
+                return [
+                    $dt,
+                    $dt->add(new DateInterval('P3M'))
+                ];
+        }
+
+        throw new UnexpectedValueException("Not supported range type");
+    }
+}

application/Espo/Modules/Crm/Tools/Opportunity/Report/SalesByMonth.php

@@ -0,0 +1,174 @@
+<?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\Tools\Opportunity\Report;
+
+use DateTime;
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\Core\Utils\Config;
+use Espo\Modules\Crm\Entities\Opportunity;
+use Espo\ORM\EntityManager;
+use Exception;
+use InvalidArgumentException;
+use LogicException;
+use stdClass;
+
+class SalesByMonth
+{
+    public function __construct(
+        private Acl $acl,
+        private Config $config,
+        private EntityManager $entityManager,
+        private SelectBuilderFactory $selectBuilderFactory,
+        private Util $util
+    ) {}
+
+    /**
+     * @throws Forbidden
+     */
+    public function run(DateRange $range): stdClass
+    {
+        $range = $range->withFiscalYearShift(
+            $this->config->get('fiscalYearShift') ?? 0
+        );
+
+        if (!$this->acl->checkScope(Opportunity::ENTITY_TYPE, Acl\Table::ACTION_READ)) {
+            throw new Forbidden();
+        }
+
+        if (!$this->acl->checkField(Opportunity::ENTITY_TYPE, 'amount')) {
+            throw new Forbidden("No access to 'amount' field.");
+        }
+
+        [$from, $to] = $range->getRange();
+
+        if (!$from || !$to) {
+            throw new InvalidArgumentException();
+        }
+
+        $queryBuilder = $this->selectBuilderFactory
+            ->create()
+            ->from(Opportunity::ENTITY_TYPE)
+            ->withStrictAccessControl()
+            ->buildQueryBuilder();
+
+        $whereClause = [
+            'stage' => $this->util->getWonStageList(),
+        ];
+
+        $whereClause[] = [
+            'closeDate>=' => $from->toString(),
+            'closeDate<' => $to->toString(),
+        ];
+
+        $queryBuilder
+            ->select([
+                ['MONTH:closeDate', 'month'],
+                ['SUM:amountConverted', 'amount'],
+            ])
+            ->order('MONTH:closeDate')
+            ->group('MONTH:closeDate')
+            ->where($whereClause);
+
+        $this->util->handleDistinctReportQueryBuilder($queryBuilder, $whereClause);
+
+        $sth = $this->entityManager
+            ->getQueryExecutor()
+            ->execute($queryBuilder->build());
+
+        $result = [];
+
+        $rowList = $sth->fetchAll() ?: [];
+
+        foreach ($rowList as $row) {
+            $month = $row['month'];
+
+            $result[$month] = floatval($row['amount']);
+        }
+
+        $dt = $from;
+        $dtTo = $to;
+
+        if ($dtTo->getDay() > 1) {
+            $dtTo = $dtTo
+                ->addDays(1 - $dtTo->getDay()) // First day of month.
+                ->addMonths(1);
+        } else {
+            $dtTo = $dtTo->addDays(1 - $dtTo->getDay());
+        }
+
+        while ($dt->toTimestamp() < $dtTo->toTimestamp()) {
+            $month = $dt->toDateTime()->format('Y-m');
+
+            if (!array_key_exists($month, $result)) {
+                $result[$month] = 0;
+            }
+
+            $dt = $dt->addMonths(1);
+        }
+
+        $keyList = array_keys($result);
+
+        sort($keyList);
+
+        $today = new DateTime();
+        $endPosition = count($keyList);
+
+        for ($i = count($keyList) - 1; $i >= 0; $i--) {
+            $key = $keyList[$i];
+
+            try {
+                $dt = new DateTime($key . '-01');
+            } catch (Exception $e) {
+                throw new LogicException();
+            }
+
+            if ($dt->getTimestamp() < $today->getTimestamp()) {
+                break;
+            }
+
+            if (empty($result[$key])) {
+                $endPosition = $i;
+
+                continue;
+            }
+
+            break;
+        }
+
+        $keyListSliced = array_slice($keyList, 0, $endPosition);
+
+        return (object) [
+            'keyList' => $keyListSliced,
+            'dataMap' => $result,
+        ];
+    }
+}

application/Espo/Modules/Crm/Tools/Opportunity/Report/SalesPipeline.php

@@ -0,0 +1,177 @@
+<?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\Tools\Opportunity\Report;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Name\Field;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Crm\Entities\Opportunity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Query\Part\Expression;
+use Espo\ORM\Query\Part\Order;
+use stdClass;
+
+class SalesPipeline
+{
+    public function __construct(
+        private Acl $acl,
+        private Config $config,
+        private Metadata $metadata,
+        private EntityManager $entityManager,
+        private SelectBuilderFactory $selectBuilderFactory,
+        private Util $util
+    ) {}
+
+    /**
+     * @throws Forbidden
+     */
+    public function run(DateRange $range, bool $useLastStage = false, ?string $teamId = null): stdClass
+    {
+        $range = $range->withFiscalYearShift(
+            $this->config->get('fiscalYearShift') ?? 0
+        );
+
+        if (!$this->acl->checkScope(Opportunity::ENTITY_TYPE, Acl\Table::ACTION_READ)) {
+            throw new Forbidden();
+        }
+
+        if (!$this->acl->checkField(Opportunity::ENTITY_TYPE, 'amount')) {
+            throw new Forbidden("No access to 'amount' field.");
+        }
+
+        [$from, $to] = $range->getRange();
+
+        $lostStageList = $this->util->getLostStageList();
+
+        $options = $this->metadata->get('entityDefs.Opportunity.fields.stage.options', []);
+
+        $queryBuilder = $this->selectBuilderFactory
+            ->create()
+            ->from(Opportunity::ENTITY_TYPE)
+            ->withStrictAccessControl()
+            ->buildQueryBuilder();
+
+        $stageField = 'stage';
+
+        if ($useLastStage) {
+            $stageField = 'lastStage';
+        }
+
+        $whereClause = [
+            [$stageField . '!=' => $lostStageList],
+            [$stageField . '!=' => null],
+        ];
+
+        if ($from && $to) {
+            $whereClause[] = [
+                'closeDate>=' => $from->toString(),
+                'closeDate<' => $to->toString(),
+            ];
+        }
+
+        if ($from && !$to) {
+            $whereClause[] = [
+                'closeDate>=' => $from->toString(),
+            ];
+        }
+
+        if (!$from && $to) {
+            $whereClause[] = [
+                'closeDate<' => $to->toString(),
+            ];
+        }
+
+        if ($teamId) {
+            $whereClause[] = [
+                'teamsFilter.id' => $teamId,
+            ];
+        }
+
+        $queryBuilder
+            ->select([
+                $stageField,
+                ['SUM:amountConverted', 'amount'],
+            ])
+            ->order(
+                Order::createByPositionInList(
+                    Expression::column($stageField),
+                    $options
+                )
+            )
+            ->group($stageField)
+            ->where($whereClause);
+
+        if ($teamId) {
+            $queryBuilder->join(Field::TEAMS, 'teamsFilter');
+        }
+
+        $this->util->handleDistinctReportQueryBuilder($queryBuilder, $whereClause);
+
+        $sth = $this->entityManager
+            ->getQueryExecutor()
+            ->execute($queryBuilder->build());
+
+        $rowList = $sth->fetchAll() ?: [];
+
+        $data = [];
+
+        foreach ($rowList as $row) {
+            $stage = $row[$stageField];
+
+            $data[$stage] = floatval($row['amount']);
+        }
+
+        $dataList = [];
+
+        $stageList = $this->metadata->get('entityDefs.Opportunity.fields.stage.options', []);
+
+        foreach ($stageList as $stage) {
+            if (in_array($stage, $lostStageList)) {
+                continue;
+            }
+
+            if (!in_array($stage, $lostStageList) && !isset($data[$stage])) {
+                $data[$stage] = 0.0;
+            }
+
+            $dataList[] = [
+                'stage' => $stage,
+                'value' => $data[$stage],
+            ];
+        }
+
+        return (object) [
+            'dataList' => $dataList,
+        ];
+    }
+}

application/Espo/Modules/Crm/Tools/Opportunity/Report/Util.php

@@ -0,0 +1,120 @@
+<?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\Tools\Opportunity\Report;
+
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Crm\Entities\Opportunity as OpportunityEntity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Name\Attribute;
+use Espo\ORM\Query\SelectBuilder;
+
+class Util
+{
+    private Metadata $metadata;
+    private EntityManager $entityManager;
+
+    public function __construct(
+        Metadata $metadata,
+        EntityManager $entityManager
+    ) {
+        $this->metadata = $metadata;
+        $this->entityManager = $entityManager;
+    }
+
+    /**
+     * A grouping-by with distinct will give wrong results. Need to use sub-query.
+     *
+     * @param array<string|int, mixed> $whereClause
+     */
+    public function handleDistinctReportQueryBuilder(SelectBuilder $queryBuilder, array $whereClause): void
+    {
+        if (!$queryBuilder->build()->isDistinct()) {
+            return;
+        }
+
+        $subQuery = $this->entityManager
+            ->getQueryBuilder()
+            ->select()
+            ->from(OpportunityEntity::ENTITY_TYPE)
+            ->select(Attribute::ID)
+            ->where($whereClause)
+            ->build();
+
+        $queryBuilder->where([
+            'id=s' => $subQuery,
+        ]);
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getLostStageList(): array
+    {
+        $list = [];
+
+        $probabilityMap =  $this->metadata
+            ->get(['entityDefs', OpportunityEntity::ENTITY_TYPE, 'fields', 'stage', 'probabilityMap']) ?? [];
+
+        $stageList = $this->metadata->get('entityDefs.Opportunity.fields.stage.options', []);
+
+        foreach ($stageList as $stage) {
+            $value = $probabilityMap[$stage] ?? 0;
+
+            if (!$value) {
+                $list[] = $stage;
+            }
+        }
+
+        return $list;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getWonStageList(): array
+    {
+        $list = [];
+
+        $probabilityMap =  $this->metadata
+            ->get(['entityDefs', OpportunityEntity::ENTITY_TYPE, 'fields', 'stage', 'probabilityMap']) ?? [];
+
+        $stageList = $this->metadata->get('entityDefs.Opportunity.fields.stage.options', []);
+
+        foreach ($stageList as $stage) {
+            $value = $probabilityMap[$stage] ?? 0;
+
+            if ($value == 100) {
+                $list[] = $stage;
+            }
+        }
+
+        return $list;
+    }
+}

application/Espo/Modules/Crm/Tools/Opportunity/Service.php

@@ -0,0 +1,218 @@
+<?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\Tools\Opportunity;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Field\EmailAddress;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\Modules\Crm\Entities\Opportunity;
+use Espo\ORM\Collection;
+use Espo\ORM\EntityManager;
+use Espo\Tools\Email\EmailAddressEntityPair;
+use RuntimeException;
+
+class Service
+{
+
+    public function __construct(
+        private ServiceContainer $serviceContainer,
+        private Acl $acl,
+        private EntityManager $entityManager,
+        private SelectBuilderFactory $selectBuilderFactory
+    ) {}
+
+    /**
+     * @return EmailAddressEntityPair[]
+     * @throws Forbidden
+     */
+    public function getEmailAddressList(string $id): array
+    {
+        /** @var Opportunity $entity */
+        $entity = $this->serviceContainer
+            ->get(Opportunity::ENTITY_TYPE)
+            ->getEntity($id);
+
+        $list = [];
+
+        if (
+            $this->acl->checkField(Opportunity::ENTITY_TYPE, 'contacts') &&
+            $this->acl->checkScope(Contact::ENTITY_TYPE)
+        ) {
+            foreach ($this->getContactEmailAddressList($entity) as $item) {
+                $list[] = $item;
+            }
+        }
+
+        if (
+            $list === [] &&
+            $this->acl->checkField(Opportunity::ENTITY_TYPE, 'account') &&
+            $this->acl->checkScope(Account::ENTITY_TYPE)
+        ) {
+            $item = $this->getAccountEmailAddress($entity, $list);
+
+            if ($item) {
+                $list[] = $item;
+            }
+        }
+
+        return $list;
+    }
+
+    /**
+     * @param EmailAddressEntityPair[] $dataList
+     */
+    private function getAccountEmailAddress(Opportunity $entity, array $dataList): ?EmailAddressEntityPair
+    {
+        $accountLink = $entity->getAccount();
+
+        if (!$accountLink) {
+            return null;
+        }
+
+        /** @var ?Account $account */
+        $account = $this->entityManager->getEntityById(Account::ENTITY_TYPE, $accountLink->getId());
+
+        if (!$account) {
+            return null;
+        }
+
+        $emailAddress = $account->getEmailAddress();
+
+        if (!$emailAddress) {
+            return null;
+        }
+
+        if (!$this->acl->checkEntity($account)) {
+            return null;
+        }
+
+        foreach ($dataList as $item) {
+            if ($item->getEmailAddress()->getAddress() === $emailAddress) {
+                return null;
+            }
+        }
+
+        return new EmailAddressEntityPair(EmailAddress::create($emailAddress), $account);
+    }
+
+    /**
+     * @return EmailAddressEntityPair[]
+     */
+    private function getContactEmailAddressList(Opportunity $entity): array
+    {
+        $contactsLinkMultiple = $entity->getContacts();
+
+        $contactIdList = $contactsLinkMultiple->getIdList();
+
+        if (!count($contactIdList)) {
+            return [];
+        }
+
+        if (!$this->acl->checkField(Contact::ENTITY_TYPE, 'emailAddress')) {
+            return [];
+        }
+
+        $dataList = [];
+
+        $emailAddressList = [];
+
+        try {
+            $query = $this->selectBuilderFactory
+                ->create()
+                ->from(Contact::ENTITY_TYPE)
+                ->withStrictAccessControl()
+                ->buildQueryBuilder()
+                ->select([
+                    'id',
+                    'emailAddress',
+                    'name',
+                ])
+                ->where([
+                    'id' => $contactIdList,
+                ])
+                ->build();
+        } catch (BadRequest|Forbidden $e) {
+            throw new RuntimeException($e->getMessage());
+        }
+
+        /** @var Collection<Contact> $contactCollection */
+        $contactCollection = $this->entityManager
+            ->getRDBRepositoryByClass(Contact::class)
+            ->clone($query)
+            ->find();
+
+        foreach ($contactCollection as $contact) {
+            $emailAddress = $contact->getEmailAddress();
+
+            if (!$emailAddress) {
+                continue;
+            }
+
+            if (in_array($emailAddress, $emailAddressList)) {
+                continue;
+            }
+
+            $emailAddressList[] = $emailAddress;
+
+            $dataList[] = new EmailAddressEntityPair(EmailAddress::create($emailAddress), $contact);
+        }
+
+        $contact = $entity->getContact();
+
+        if (!$contact) {
+            return $dataList;
+        }
+
+        usort(
+            $dataList,
+            function (
+                EmailAddressEntityPair $o1,
+                EmailAddressEntityPair $o2
+            ) use ($contact) {
+                if ($o1->getEntity()->getId() === $contact->getId()) {
+                    return -1;
+                }
+
+                if ($o2->getEntity()->getId() === $contact->getId()) {
+                    return 1;
+                }
+
+                return 0;
+            }
+        );
+
+        return $dataList;
+    }
+}

application/Espo/Modules/Crm/Tools/Reminder/Sender/EmailReminder.php

@@ -0,0 +1,161 @@
+<?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\Tools\Reminder\Sender;
+
+use Espo\Core\Mail\Exceptions\SendingError;
+use Espo\Entities\Email;
+use Espo\Entities\User;
+use Espo\Modules\Crm\Entities\Meeting;
+use Espo\Modules\Crm\Entities\Reminder;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Utils\Util;
+use Espo\Core\Htmlizer\HtmlizerFactory as HtmlizerFactory;
+use Espo\Core\Mail\EmailSender;
+use Espo\Core\ORM\EntityManager;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Language;
+use Espo\Core\Utils\TemplateFileManager;
+use RuntimeException;
+
+class EmailReminder
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private TemplateFileManager $templateFileManager,
+        private EmailSender $emailSender,
+        private Config $config,
+        private HtmlizerFactory $htmlizerFactory,
+        private Language $language
+    ) {}
+
+    /**
+     * @throws SendingError
+     */
+    public function send(Reminder $reminder): void
+    {
+        $entityType = $reminder->getTargetEntityType();
+        $entityId = $reminder->getTargetEntityId();
+        $userId = $reminder->getUserId();
+
+        if (!$entityType || !$entityId || !$userId) {
+            throw new RuntimeException("Bad reminder.");
+        }
+
+        $user = $this->entityManager->getRDBRepositoryByClass(User::class)->getById($userId);
+        $entity = $this->entityManager->getEntityById($entityType, $entityId);
+
+        if (
+            !$user ||
+            !$entity instanceof CoreEntity ||
+            !$user->getEmailAddress()
+        ) {
+            return;
+        }
+
+        if (
+            $entity->hasLinkMultipleField('users') &&
+            $entity->hasAttribute('usersColumns')
+        ) {
+            $status = $entity->getLinkMultipleColumn('users', 'status', $user->getId());
+
+            if ($status === Meeting::ATTENDEE_STATUS_DECLINED) {
+                return;
+            }
+        }
+
+        [$subject, $body] = $this->getSubjectBody($entity, $user);
+
+        $email = $this->entityManager->getRDBRepositoryByClass(Email::class)->getNew();
+
+        $email->addToAddress($user->getEmailAddress());
+        $email->setSubject($subject);
+        $email->setBody($body);
+        $email->setIsHtml();
+
+        $this->emailSender->send($email);
+    }
+
+    /**
+     * @return array{string, string}
+     */
+    private function getTemplates(CoreEntity $entity): array
+    {
+        $subjectTpl = $this->templateFileManager
+            ->getTemplate('reminder', 'subject', $entity->getEntityType(), 'Crm');
+
+        $bodyTpl = $this->templateFileManager
+            ->getTemplate('reminder', 'body', $entity->getEntityType(), 'Crm');
+
+        return [$subjectTpl, $bodyTpl];
+    }
+
+    /**
+     * @return array{string, string}
+     */
+    private function getSubjectBody(CoreEntity $entity, User $user): array
+    {
+        $entityType = $entity->getEntityType();
+        $entityId = $entity->getId();
+
+        [$subjectTpl, $bodyTpl] = $this->getTemplates($entity);
+
+        $subjectTpl = str_replace(["\n", "\r"], '', $subjectTpl);
+
+        $siteUrl = rtrim($this->config->get('siteUrl'), '/');
+        $translatedEntityType = $this->language->translateLabel($entityType, 'scopeNames');
+
+        $data = [
+            'recordUrl' => "$siteUrl/#$entityType/view/$entityId",
+            'entityType' => $translatedEntityType,
+            'entityTypeLowerFirst' => Util::mbLowerCaseFirst($translatedEntityType),
+            'userName' => $user->getName(),
+        ];
+
+        $htmlizer = $this->htmlizerFactory->createForUser($user);
+
+        $subject = $htmlizer->render(
+            $entity,
+            $subjectTpl,
+            'reminder-email-subject-' . $entityType,
+            $data,
+            true
+        );
+
+        $body = $htmlizer->render(
+            $entity,
+            $bodyTpl,
+            'reminder-email-body-' . $entityType,
+            $data,
+            false
+        );
+
+        return [$subject, $body];
+    }
+}

application/Espo/Modules/Crm/Tools/TargetList/Api/GetOptedOut.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\Tools\TargetList\Api;
+
+use Espo\Core\Acl;
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\SearchParamsFetcher;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\Modules\Crm\Tools\TargetList\OptOutService;
+
+/**
+ * @noinspection PhpUnused
+ */
+class GetOptedOut implements Action
+{
+    public function __construct(
+        private SearchParamsFetcher $searchParamsFetcher,
+        private Acl $acl,
+        private OptOutService $service
+    ) {}
+
+    public function process(Request $request): Response
+    {
+        $id = $request->getRouteParam('id');
+
+        if (!$id) {
+            throw new BadRequest();
+        }
+
+        if (!$this->acl->check(TargetList::ENTITY_TYPE)) {
+            throw new Forbidden();
+        }
+
+        $searchParams = $this->searchParamsFetcher->fetch($request);
+
+        $result = $this->service->find($id, $searchParams);
+
+        return ResponseComposer::json($result->toApiOutput());
+    }
+}

application/Espo/Modules/Crm/Tools/TargetList/MetadataProvider.php

@@ -0,0 +1,69 @@
+<?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\Tools\TargetList;
+
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\ORM\Defs;
+
+class MetadataProvider
+{
+    public function __construct(
+        private Metadata $metadata,
+        private Defs $defs
+    ) {}
+
+    /**
+     * @return string[]
+     */
+    public function getTargetLinkList(): array
+    {
+        return $this->metadata->get(['scopes', 'TargetList', 'targetLinkList']) ?? [];
+    }
+
+    /**
+     * @return array<string, string>
+     */
+    public function getEntityTypeLinkMap(): array
+    {
+        $map = [];
+
+        foreach ($this->getTargetLinkList() as $link) {
+            $entityType = $this->defs
+                ->getEntity(TargetList::ENTITY_TYPE)
+                ->getRelation($link)
+                ->getForeignEntityType();
+
+            $map[$entityType] = $link;
+        }
+
+        return $map;
+    }
+}

application/Espo/Modules/Crm/Tools/TargetList/OptOutService.php

@@ -0,0 +1,258 @@
+<?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\Tools\TargetList;
+
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\HookManager;
+use Espo\Core\Name\Field;
+use Espo\Core\Record\Collection;
+use Espo\Core\Record\Collection as RecordCollection;
+use Espo\Core\Record\EntityProvider;
+use Espo\Core\Select\SearchParams;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\ORM\Defs\Params\RelationParam;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Query\Part\Order;
+use Espo\ORM\Query\Select;
+use PDO;
+use RuntimeException;
+
+class OptOutService
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private MetadataProvider $metadataProvider,
+        private EntityProvider $entityProvider,
+        private HookManager $hookManager
+    ) {}
+
+    /**
+     * Opt out a target.
+     *
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    public function optOut(string $id, string $targetType, string $targetId): void
+    {
+        $targetList = $this->entityProvider->getByClass(TargetList::class, $id);
+
+        $target = $this->entityManager->getEntityById($targetType, $targetId);
+
+        if (!$target) {
+            throw new NotFound();
+        }
+
+        $map = $this->metadataProvider->getEntityTypeLinkMap();
+
+        if (empty($map[$targetType])) {
+            throw new Forbidden("Not supported target type.");
+        }
+
+        $link = $map[$targetType];
+
+        $this->entityManager
+            ->getRDBRepository(TargetList::ENTITY_TYPE)
+            ->getRelation($targetList, $link)
+            ->relateById($targetId, ['optedOut' => true]);
+
+        $hookData = [
+            'link' => $link,
+            'targetId' => $targetId,
+            'targetType' => $targetType,
+        ];
+
+        $this->hookManager->process(TargetList::ENTITY_TYPE, 'afterOptOut', $targetList, [], $hookData);
+    }
+
+    /**
+     * Cancel opt-out for a target.
+     *
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    public function cancelOptOut(string $id, string $targetType, string $targetId): void
+    {
+        $targetList = $this->entityProvider->getByClass(TargetList::class, $id);
+
+        $target = $this->entityManager->getEntityById($targetType, $targetId);
+
+        if (!$target) {
+            throw new NotFound();
+        }
+
+        $map = $this->metadataProvider->getEntityTypeLinkMap();
+
+        if (empty($map[$targetType])) {
+            throw new Forbidden("Not supported target type.");
+        }
+
+        $link = $map[$targetType];
+
+        $this->entityManager
+            ->getRDBRepository(TargetList::ENTITY_TYPE)
+            ->getRelation($targetList, $link)
+            ->updateColumnsById($targetId, ['optedOut' => false]);
+
+        $hookData = [
+            'link' => $link,
+            'targetId' => $targetId,
+            'targetType' => $targetType,
+        ];
+
+        $this->hookManager->process('TargetList', TargetList::ENTITY_TYPE, $targetList, [], $hookData);
+    }
+
+    /**
+     * Find opted out targets in a target list.
+     *
+     * @return Collection<Entity>
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    public function find(string $id, SearchParams $params): Collection
+    {
+        $this->checkEntity($id);
+
+        $offset = $params->getOffset() ?? 0;
+        $maxSize = $params->getMaxSize() ?? 0;
+
+        $em = $this->entityManager;
+        $queryBuilder = $em->getQueryBuilder();
+
+        $queryList = [];
+
+        $targetLinkList = $this->metadataProvider->getTargetLinkList();
+
+        foreach ($targetLinkList as $link) {
+            $queryList[] = $this->getSelectQueryForLink($id, $link);
+        }
+
+        $builder = $queryBuilder
+            ->union()
+            ->all();
+
+        foreach ($queryList as $query) {
+            $builder->query($query);
+        }
+
+        $countQuery = $queryBuilder
+            ->select()
+            ->fromQuery($builder->build(), 'c')
+            ->select('COUNT:(c.id)', 'count')
+            ->build();
+
+        $row = $em->getQueryExecutor()
+            ->execute($countQuery)
+            ->fetch(PDO::FETCH_ASSOC);
+
+        $totalCount = $row['count'];
+
+        $unionQuery = $builder
+            ->limit($offset, $maxSize)
+            ->order(Field::CREATED_AT, 'DESC')
+            ->build();
+
+        $sth = $em->getQueryExecutor()->execute($unionQuery);
+
+        $collection = $this->entityManager
+            ->getCollectionFactory()
+            ->create();
+
+        while ($row = $sth->fetch(PDO::FETCH_ASSOC)) {
+            $itemEntity = $this->entityManager->getNewEntity($row['entityType']);
+
+            $itemEntity->set($row);
+            $itemEntity->setAsFetched();
+
+            $collection[] = $itemEntity;
+        }
+
+        /** @var RecordCollection<Entity> */
+        return new RecordCollection($collection, $totalCount);
+    }
+
+    private function getSelectQueryForLink(string $id, string $link): Select
+    {
+        $seed = $this->entityManager->getRDBRepositoryByClass(TargetList::class)->getNew();
+
+        $entityType = $seed->getRelationParam($link, RelationParam::ENTITY);
+
+        if (!$entityType) {
+            throw new RuntimeException();
+        }
+
+        $linkEntityType = ucfirst(
+            $seed->getRelationParam($link, RelationParam::RELATION_NAME) ?? ''
+        );
+
+        if ($linkEntityType === '') {
+            throw new RuntimeException();
+        }
+
+        $key = $seed->getRelationParam($link, RelationParam::MID_KEYS)[1] ?? null;
+
+        if (!$key) {
+            throw new RuntimeException();
+        }
+
+        return $this->entityManager->getQueryBuilder()
+            ->select()
+            ->from($entityType)
+            ->select([
+                'id',
+                'name',
+                Field::CREATED_AT,
+                ["'$entityType'", 'entityType'],
+            ])
+            ->join(
+                $linkEntityType,
+                'j',
+                [
+                    "j.$key:" => 'id',
+                    'j.deleted' => false,
+                    'j.optedOut' => true,
+                    'j.targetListId' => $id,
+                ]
+            )
+            ->order(Field::CREATED_AT, Order::DESC)
+            ->build();
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    private function checkEntity(string $id): void
+    {
+        $this->entityProvider->getByClass(TargetList::class, $id);
+    }
+}

application/Espo/Modules/Crm/Tools/TargetList/RecordService.php

@@ -0,0 +1,120 @@
+<?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\Tools\TargetList;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\Table;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\HookManager;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\ORM\Defs\Params\RelationParam;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Name\Attribute;
+use RuntimeException;
+
+class RecordService
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Acl $acl,
+        private HookManager $hookManager,
+        private MetadataProvider $metadataProvider
+    ) {}
+
+    /**
+     * Unlink all targets.
+     *
+     * @throws Forbidden
+     * @throws NotFound
+     * @throws BadRequest
+     */
+    public function unlinkAll(string $id, string $link): void
+    {
+        $entity = $this->getEntity($id);
+
+        $linkEntityType = $this->getLinkEntityType($entity, $link);
+
+        $updateQuery = $this->entityManager->getQueryBuilder()
+            ->update()
+            ->in($linkEntityType)
+            ->set([Attribute::DELETED => true])
+            ->where(['targetListId' => $entity->getId()])
+            ->build();
+
+        $this->entityManager->getQueryExecutor()->execute($updateQuery);
+
+        $this->hookManager->process(TargetList::ENTITY_TYPE, 'afterUnlinkAll', $entity, [], ['link' => $link]);
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    private function getEntity(string $id): TargetList
+    {
+        $entity = $this->entityManager->getRDBRepositoryByClass(TargetList::class)->getById($id);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->check($entity, Table::ACTION_EDIT)) {
+            throw new Forbidden();
+        }
+
+        return $entity;
+    }
+
+    /**
+     * @throws BadRequest
+     */
+    private function getLinkEntityType(TargetList $entity, string $link): string
+    {
+        if (!in_array($link, $this->metadataProvider->getTargetLinkList())) {
+            throw new BadRequest("Not supported link.");
+        }
+
+        $foreignEntityType = $entity->getRelationParam($link, RelationParam::ENTITY);
+
+        if (!$foreignEntityType) {
+            throw new RuntimeException();
+        }
+
+        $linkEntityType = ucfirst($entity->getRelationParam($link, RelationParam::RELATION_NAME) ?? '');
+
+        if ($linkEntityType === '') {
+            throw new RuntimeException();
+        }
+
+        return $linkEntityType;
+    }
+}