Initial commit

custom/Espo/Modules/Advanced/Classes/Acl/BpmnFlowNode/AccessChecker.php

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+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Acl\BpmnFlowNode;
+
+use Espo\Core\Acl\AccessChecker as AccessCheckerInterface;
+use Espo\Core\Acl\AccessReadChecker;
+use Espo\Core\Acl\ScopeData;
+use Espo\Core\AclManager;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\BpmnProcess;
+
+class AccessChecker implements AccessCheckerInterface, AccessReadChecker
+{
+    private AclManager $aclManager;
+
+    public function __construct(AclManager $aclManager)
+    {
+        $this->aclManager = $aclManager;
+    }
+
+    public function check(User $user, ScopeData $data): bool
+    {
+        return $this->aclManager->checkScope($user, BpmnProcess::ENTITY_TYPE);
+    }
+
+    public function checkRead(User $user, ScopeData $data): bool
+    {
+        return false;
+    }
+}

custom/Espo/Modules/Advanced/Classes/Acl/BpmnProcess/OwnershipChecker.php

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+<?php
+
+namespace Espo\Modules\Advanced\Classes\Acl\BpmnProcess;
+
+use Espo\Core\Acl\DefaultOwnershipChecker;
+use Espo\Core\Acl\OwnershipOwnChecker;
+use Espo\Core\Acl\OwnershipTeamChecker;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\BpmnProcess;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements OwnershipOwnChecker<BpmnProcess>
+ * @implements OwnershipTeamChecker<BpmnProcess>
+ */
+class OwnershipChecker implements OwnershipOwnChecker, OwnershipTeamChecker
+{
+    private DefaultOwnershipChecker $defaultOwnershipChecker;
+    private EntityManager $entityManager;
+
+    public function __construct(
+        DefaultOwnershipChecker $defaultOwnershipChecker,
+        EntityManager $entityManager
+    ) {
+        $this->defaultOwnershipChecker = $defaultOwnershipChecker;
+        $this->entityManager = $entityManager;
+    }
+
+    /**
+     * @param BpmnProcess $entity
+     */
+    public function checkOwn(User $user, Entity $entity): bool
+    {
+        if (!$entity->getParentProcessId() || $entity->getParentProcessId() === $entity->getId()) {
+            return $this->defaultOwnershipChecker->checkOwn($user, $entity);
+        }
+
+        $parent = $this->entityManager->getEntityById(BpmnProcess::ENTITY_TYPE, $entity->getParentProcessId());
+
+        if (!$parent instanceof CoreEntity) {
+            return false;
+        }
+
+        return $this->defaultOwnershipChecker->checkOwn($user, $parent);
+    }
+
+    /**
+     * @param BpmnProcess $entity
+     */
+    public function checkTeam(User $user, Entity $entity): bool
+    {
+        if (!$entity->getParentProcessId() || $entity->getParentProcessId() === $entity->getId()) {
+            return $this->defaultOwnershipChecker->checkTeam($user, $entity);
+        }
+
+        $parent = $this->entityManager->getEntityById(BpmnProcess::ENTITY_TYPE, $entity->getParentProcessId());
+
+        if (!$parent instanceof CoreEntity) {
+            return false;
+        }
+
+        return $this->defaultOwnershipChecker->checkTeam($user, $parent);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Acl/Report/AccessChecker.php

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+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Acl\Report;
+
+use Espo\Core\Acl\AccessEntityCREDChecker;
+use Espo\Core\Acl\DefaultAccessChecker;
+use Espo\Core\Acl\ScopeData;
+use Espo\Core\Acl\Traits\DefaultAccessCheckerDependency;
+use Espo\Core\AclManager;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\ORM\Entity;
+
+/**
+ * @implements AccessEntityCREDChecker<Report>
+ */
+class AccessChecker implements AccessEntityCREDChecker
+{
+    use DefaultAccessCheckerDependency;
+
+    private AclManager $aclManager;
+
+    public function __construct(
+        DefaultAccessChecker $defaultAccessChecker,
+        AclManager $aclManager
+    ) {
+        $this->defaultAccessChecker = $defaultAccessChecker;
+        $this->aclManager = $aclManager;
+    }
+
+    /**
+     * @param Report $entity
+     */
+    public function checkEntityRead(User $user, Entity $entity, ScopeData $data): bool
+    {
+        if (
+            $entity->getTargetEntityType() &&
+            !$this->aclManager->checkScope($user, $entity->getTargetEntityType())
+        ) {
+            return false;
+        }
+
+        return $this->defaultAccessChecker->checkEntityRead($user, $entity, $data);
+    }
+}

custom/Espo/Modules/Advanced/Classes/AclPortal/Report/AccessChecker.php

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+<?php
+
+namespace Espo\Modules\Advanced\Classes\AclPortal\Report;
+
+use Espo\Core\Acl\AccessEntityCREDChecker;
+use Espo\Core\Acl\ScopeData;
+use Espo\Core\Portal\Acl\DefaultAccessChecker;
+use Espo\Core\Portal\Acl\Traits\DefaultAccessCheckerDependency;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\ORM\Entity;
+
+/**
+ * @implements AccessEntityCREDChecker<Report>
+ */
+class AccessChecker implements AccessEntityCREDChecker
+{
+    use DefaultAccessCheckerDependency;
+
+    public function __construct(DefaultAccessChecker $defaultAccessChecker)
+    {
+        $this->defaultAccessChecker = $defaultAccessChecker;
+    }
+
+    /**
+     * @param Report $entity
+     */
+    public function checkEntityRead(User $user, Entity $entity, ScopeData $data): bool
+    {
+        if (!$this->defaultAccessChecker->checkEntityRead($user, $entity, $data)) {
+            return false;
+        }
+
+        if (!$user->getPortalId()) {
+            $portalIdList = $user->getLinkMultipleIdList('portals');
+
+            return count(
+                array_intersect($portalIdList, $entity->getPortals()->getIdList())
+            ) > 0;
+        }
+
+        return in_array($user->getPortalId(), $entity->getPortals()->getIdList());
+    }
+}

custom/Espo/Modules/Advanced/Classes/AppParams/ManualWorkflows.php

@@ -0,0 +1,95 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\AppParams;
+
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Workflow;
+use Espo\ORM\EntityManager;
+use stdClass;
+
+/**
+ * @noinspection PhpUnused
+ */
+class ManualWorkflows
+{
+    private EntityManager $entityManager;
+    private User $user;
+
+    public function __construct(
+        EntityManager $entityManager,
+        User $user
+    ) {
+        $this->entityManager = $entityManager;
+        $this->user = $user;
+    }
+
+    /**
+     * @return stdClass
+     */
+    public function get()
+    {
+        $data = (object) [];
+
+        $builder = $this->entityManager
+            ->getRDBRepositoryByClass(Workflow::class)
+            ->where([
+                'type' => Workflow::TYPE_MANUAL,
+                'isActive' => true,
+            ]);
+
+        if (!$this->user->isAdmin()) {
+            $builder
+                ->distinct()
+                ->join('manualTeams')
+                ->where(['manualTeams.id' => $this->user->getTeamIdList()]);
+
+            $builder->where(['manualAccessRequired!=' => 'admin']);
+        }
+
+        /** @var Workflow[] $workflows */
+        $workflows = iterator_to_array($builder->find());
+
+        usort($workflows, function (Workflow $a, Workflow $b) {
+            return strcmp($a->getManualLabel() ?? '', $b->getManualLabel() ?? '');
+        });
+
+        foreach ($workflows as $workflow) {
+            $entityType = $workflow->getTargetEntityType();
+
+            if (!property_exists($data, $entityType)) {
+                $data->$entityType = [];
+            }
+
+            $item = (object) [
+                'id' => $workflow->getId(),
+                'label' => $workflow->get('manualLabel'),
+                'accessRequired' => $workflow->get('manualAccessRequired'),
+                'elementType' => $workflow->get('manualElementType'),
+                'dynamicLogic' => $workflow->get('manualDynamicLogic'),
+                'confirmation' => $workflow->get('manualConfirmation'),
+                'confirmationText' => $workflow->get('manualConfirmationText'),
+                'style' => $workflow->get('manualStyle'),
+            ];
+
+            $data->$entityType[] = $item;
+        }
+
+        return $data;
+    }
+}

custom/Espo/Modules/Advanced/Classes/AssignmentNotificators/BpmnUserTask.php

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+<?php
+
+namespace Espo\Modules\Advanced\Classes\AssignmentNotificators;
+
+use Espo\Core\Notification\AssignmentNotificator;
+use Espo\Core\Notification\AssignmentNotificator\Params;
+use Espo\Entities\Notification;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\BpmnUserTask as BpmnUserTaskEntity;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements AssignmentNotificator<BpmnUserTaskEntity>
+ */
+class BpmnUserTask implements AssignmentNotificator
+{
+    private EntityManager $entityManager;
+    private User $user;
+
+    public function __construct(EntityManager $entityManager, User $user)
+    {
+        $this->entityManager = $entityManager;
+        $this->user = $user;
+    }
+
+    public function process(Entity $entity, Params $params): void
+    {
+        if (!$entity->get('assignedUserId')) {
+            return;
+        }
+
+        if (!$entity->isAttributeChanged('assignedUserId')) {
+            return;
+        }
+
+        $assignedUserId = $entity->get('assignedUserId');
+
+        $isNotSelfAssignment = $entity->isNew() ?
+            $assignedUserId !== $entity->get('createdById') :
+            $assignedUserId !== $entity->get('modifiedById');
+
+        if (!$isNotSelfAssignment) {
+            return;
+        }
+
+        $notification = $this->entityManager->getNewEntity(Notification::ENTITY_TYPE);
+
+        $notification->set([
+            'type' => Notification::TYPE_ASSIGN,
+            'userId' => $assignedUserId,
+            'data' => [
+                'entityType' => $entity->getEntityType(),
+                'entityId' => $entity->getId(),
+                'entityName' => $entity->get('name'),
+                'isNew' => $entity->isNew(),
+                'userId' => $this->user->getId(),
+                'userName' => $this->user->get('name')
+            ],
+        ]);
+
+        $this->entityManager->saveEntity($notification);
+    }
+}

custom/Espo/Modules/Advanced/Classes/FieldProcessing/BpmnFlowNode/UserTaskLoader.php

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+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\FieldProcessing\BpmnFlowNode;
+
+use Espo\Modules\Advanced\Entities\BpmnUserTask;
+use Espo\ORM\Entity;
+use Espo\Core\FieldProcessing\Loader;
+use Espo\Core\FieldProcessing\Loader\Params;
+use Espo\Core\ORM\EntityManager;
+
+/**
+ * @implements Loader<BpmnUserTask>
+ */
+class UserTaskLoader implements Loader
+{
+    private EntityManager $entityManager;
+
+    public function __construct(EntityManager $entityManager)
+    {
+        $this->entityManager = $entityManager;
+    }
+
+    public function process(Entity $entity, Params $params): void
+    {
+        if ($entity->getElementType() !== 'taskUser') {
+            return;
+        }
+
+        $userTask = $this->entityManager
+            ->getRDBRepository(BpmnUserTask::ENTITY_TYPE)
+            ->where(['flowNodeId' => $entity->getId()])
+            ->findOne();
+
+        if ($userTask) {
+            $entity->set('userTaskId', $userTask->getId());
+        }
+    }
+}

custom/Espo/Modules/Advanced/Classes/FieldProcessing/BpmnProcess/FlowchartDataLoader.php

@@ -0,0 +1,150 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\FieldProcessing\BpmnProcess;
+
+use Espo\Core\FieldProcessing\Loader;
+use Espo\Core\FieldProcessing\Loader\Params;
+use Espo\Modules\Advanced\Entities\BpmnFlowNode;
+use Espo\Modules\Advanced\Entities\BpmnProcess;
+use Espo\ORM\Collection;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use stdClass;
+
+/**
+ * @implements Loader<BpmnProcess>
+ */
+class FlowchartDataLoader implements Loader
+{
+    public function __construct(
+        private EntityManager $entityManager
+    ) {}
+
+    public function process(Entity $entity, Params $params): void
+    {
+        $flowchartData = $entity->get('flowchartData') ?? (object) [];
+
+        $list = $flowchartData->list ?? [];
+
+        $flowNodes = $this->entityManager
+            ->getRDBRepositoryByClass(BpmnFlowNode::class)
+            ->where(['processId' => $entity->getId()])
+            ->order('number', true)
+            ->limit(0, 400)
+            ->find();
+
+        foreach ($list as $item) {
+            $this->loadOutlineData($item, $flowNodes);
+        }
+
+        $entity->set('flowchartData', $flowchartData);
+    }
+
+    /**
+     * @param stdClass $item
+     * @param Collection<BpmnFlowNode> $flowNodeList
+     */
+    private function loadOutlineData($item, $flowNodeList): void
+    {
+        $type = $item->type ?? null;
+        $id = $item->id ?? null;
+
+        if (!$type || !$id) {
+            return;
+        }
+
+        if ($type === 'flow') {
+            return;
+        }
+
+        if ($type === 'eventSubProcess' || $type === 'subProcess') {
+            $list = $item->dataList ?? [];
+
+            foreach ($flowNodeList as $flowNode) {
+                if ($flowNode->get('elementId') == $id) {
+                    $subProcessId = $flowNode->getDataItemValue('subProcessId');
+
+                    $spFlowNodeList = $this->entityManager
+                        ->getRDBRepositoryByClass(BpmnFlowNode::class)
+                        ->where(['processId' => $subProcessId])
+                        ->order('number', true)
+                        ->limit(0, 400)
+                        ->find();
+
+                    foreach ($list as $spItem) {
+                        $this->loadOutlineData($spItem, $spFlowNodeList);
+                    }
+
+                    break;
+                }
+            }
+        }
+
+        foreach ($flowNodeList as $flowNode) {
+            $status = $flowNode->get('status');
+
+            if ($flowNode->get('elementId') == $id) {
+                if ($status === BpmnFlowNode::STATUS_PROCESSED) {
+                    $item->outline = 3;
+
+                    return;
+                }
+            }
+        }
+
+        foreach ($flowNodeList as $flowNode) {
+            $status = $flowNode->get('status');
+
+            if ($flowNode->get('elementId') == $id) {
+                if ($status === BpmnFlowNode::STATUS_IN_PROCESS) {
+                    $item->outline = 1;
+
+                    return;
+                }
+            }
+        }
+
+        foreach ($flowNodeList as $flowNode) {
+            $status = $flowNode->get('status');
+
+            if ($flowNode->get('elementId') == $id) {
+                if ($status === BpmnFlowNode::STATUS_PENDING) {
+                    $item->outline = 2;
+
+                    return;
+                }
+            }
+        }
+
+        foreach ($flowNodeList as $flowNode) {
+            $status = $flowNode->get('status');
+
+            if ($flowNode->get('elementId') == $id) {
+                if (
+                    $status === BpmnFlowNode::STATUS_FAILED ||
+                    $status === BpmnFlowNode::STATUS_INTERRUPTED
+                ) {
+                    $item->outline = 4;
+
+                    return;
+                }
+            }
+        }
+    }
+}

custom/Espo/Modules/Advanced/Classes/FieldProcessing/Report/ChartOneLoader.php

@@ -0,0 +1,49 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\FieldProcessing\Report;
+
+use Espo\Core\FieldProcessing\Loader;
+use Espo\Core\FieldProcessing\Loader\Params;
+use Espo\Modules\Advanced\Entities\Report ;
+use Espo\ORM\Entity;
+
+/**
+ * @implements Loader<Report>
+ */
+class ChartOneLoader implements Loader
+{
+    public function process(Entity $entity, Params $params): void
+    {
+
+        $entity->set('chartOneColumns', []);
+        $entity->set('chartOneY2Columns', []);
+
+        if ($entity->getType() === Report::TYPE_GRID) {
+            $chartDataList = $entity->get('chartDataList');
+
+            if ($chartDataList && count($chartDataList)) {
+                $y = $chartDataList[0]->columnList ?? null;
+                $y2 = $chartDataList[0]->y2ColumnList ?? null;
+
+                $entity->set('chartOneColumns', $y);
+                $entity->set('chartOneY2Columns', $y2);
+            }
+        }
+    }
+}

custom/Espo/Modules/Advanced/Classes/FieldProcessing/Report/UnsetPortals.php

@@ -0,0 +1,50 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\FieldProcessing\Report;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\Table;
+use Espo\Core\FieldProcessing\Loader;
+use Espo\Core\FieldProcessing\Loader\Params;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\ORM\Entity;
+
+/**
+ * @implements Loader<Report>
+ */
+class UnsetPortals implements Loader
+{
+    private Acl $acl;
+
+    public function __construct(
+        Acl $acl
+    ) {
+        $this->acl = $acl;
+    }
+
+    public function process(Entity $entity, Params $params): void
+    {
+        if ($this->acl->getPermissionLevel('portalPermission') !== Table::LEVEL_NO) {
+            return;
+        }
+
+        $entity->clear('portalsIds');
+        $entity->clear('portalsNames');
+    }
+}

custom/Espo/Modules/Advanced/Classes/FieldProcessing/ReportPanel/Additional.php

@@ -0,0 +1,117 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\FieldProcessing\ReportPanel;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\FieldProcessing\Loader;
+use Espo\Core\FieldProcessing\Loader\Params;
+use Espo\Modules\Advanced\Entities\Report as ReportEntity;
+use Espo\Modules\Advanced\Entities\ReportPanel;
+use Espo\Modules\Advanced\Tools\Report\GridType\Helper;
+use Espo\Modules\Advanced\Tools\Report\ReportHelper;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements Loader<ReportPanel>
+ */
+class Additional implements Loader
+{
+    public function __construct(
+        private Helper $helper,
+        private EntityManager $entityManager,
+        private ReportHelper $reportHelper
+    ) {}
+
+    /**
+     * @throws Forbidden
+     * @throws Error
+     */
+    public function process(Entity $entity, Params $params): void
+    {
+        if (
+            $entity->get('reportType') === ReportEntity::TYPE_GRID &&
+            $entity->get('reportId')
+        ) {
+            /** @var ?ReportEntity $report */
+            $report = $this->entityManager->getEntityById(ReportEntity::ENTITY_TYPE, $entity->get('reportId'));
+
+            if ($report) {
+                $columnList = $report->getColumns();
+
+                $numericColumnList = [];
+
+                $gridData = $this->reportHelper->fetchGridDataFromReport($report);
+
+                foreach ($columnList as $column) {
+                    if ($this->helper->isColumnNumeric($column, $gridData)) {
+                        $numericColumnList[] = $column;
+                    }
+                }
+
+                if (
+                    (
+                        count($report->getGroupBy()) === 1 ||
+                        count($report->getGroupBy()) === 0
+                    ) &&
+                    count($numericColumnList) > 1
+                ) {
+                    array_unshift($numericColumnList, '');
+                }
+
+                $entity->set('columnList', $numericColumnList);
+            }
+
+            $entity->set('columnsData', $report->getColumnsData());
+        }
+
+        $displayType = $entity->get('displayType');
+        $reportType = $entity->get('reportType');
+        $displayTotal = $entity->get('displayTotal');
+        $displayOnlyTotal = $entity->get('displayOnlyTotal');
+
+        if (!$displayType) {
+            if (
+                $reportType === ReportEntity::TYPE_GRID ||
+                $reportType === ReportEntity::TYPE_JOINT_GRID
+            ) {
+                if ($displayOnlyTotal) {
+                    $displayType = 'Total';
+                }
+                else if ($displayTotal) {
+                    $displayType = 'Chart-Total';
+                }
+                else {
+                    $displayType = 'Chart';
+                }
+            }
+            else if ($reportType === ReportEntity::TYPE_LIST) {
+                if ($displayOnlyTotal) {
+                    $displayType = 'Total';
+                }
+                else {
+                    $displayType = 'List';
+                }
+            }
+
+            $entity->set('displayType', $displayType);
+        }
+    }
+}

custom/Espo/Modules/Advanced/Classes/FieldValidators/Workflow/Scheduling/Valid.php

@@ -0,0 +1,51 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\FieldValidators\Workflow\Scheduling;
+
+use Cron\CronExpression;
+use Espo\Core\FieldValidation\Validator;
+use Espo\Core\FieldValidation\Validator\Data;
+use Espo\Core\FieldValidation\Validator\Failure;
+use Espo\Modules\Advanced\Entities\Workflow;
+use Espo\ORM\Entity;
+use Exception;
+
+/**
+ * @implements Validator<Workflow>
+ */
+class Valid implements Validator
+{
+
+    public function validate(Entity $entity, string $field, Data $data): ?Failure
+    {
+        $scheduling = $entity->getScheduling();
+
+        if ($scheduling === null) {
+            return null;
+        }
+
+        try {
+            new CronExpression($scheduling);
+        } catch (Exception) {
+            return Failure::create();
+        }
+
+        return null;
+    }
+}

custom/Espo/Modules/Advanced/Classes/RecordHooks/BpmnProcess/BeforeUpdate.php

@@ -0,0 +1,38 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\RecordHooks\BpmnProcess;
+
+use Espo\Core\Record\Hook\UpdateHook;
+use Espo\Core\Record\UpdateParams;
+use Espo\Modules\Advanced\Entities\BpmnProcess;
+use Espo\ORM\Entity;
+
+/**
+ * @implements UpdateHook<BpmnProcess>
+ */
+class BeforeUpdate implements UpdateHook
+{
+    public function process(Entity $entity, UpdateParams $params): void
+    {
+        $entity->clear('flowchartId');
+        $entity->clear('targetId');
+        $entity->clear('targetType');
+        $entity->clear('startElementId');
+    }
+}

custom/Espo/Modules/Advanced/Classes/RecordHooks/BpmnUserTask/BeforeUpdate.php

@@ -0,0 +1,53 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\RecordHooks\BpmnUserTask;
+
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\Hook\UpdateHook;
+use Espo\Core\Record\UpdateParams;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\BpmnUserTask;
+use Espo\ORM\Entity;
+
+/**
+ * @implements UpdateHook<BpmnUserTask>
+ */
+class BeforeUpdate implements UpdateHook
+{
+    private User $user;
+
+    public function __construct(
+        User $user
+    ) {
+        $this->user = $user;
+    }
+
+    public function process(Entity $entity, UpdateParams $params): void
+    {
+        if (!$this->user->isAdmin()) {
+            if ($entity->getFetched('isResolved') && $entity->isAttributeChanged('resolution')) {
+                throw new Forbidden("Can't change resolution. Already resolved.");
+            }
+
+            if ($entity->getFetched('isCanceled') && $entity->isAttributeChanged('resolution')) {
+                throw new Forbidden("Can't change resolution. Already canceled.");
+            }
+        }
+    }
+}

custom/Espo/Modules/Advanced/Classes/RecordHooks/Report/BeforeCreate.php

@@ -0,0 +1,119 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\RecordHooks\Report;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\Table;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\CreateParams;
+use Espo\Core\Record\Hook\CreateHook;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+/**
+ * @implements CreateHook<Report>
+ */
+class BeforeCreate implements CreateHook
+{
+    private Acl $acl;
+    private EntityManager $entityManager;
+
+    public function __construct(
+        Acl $acl,
+        EntityManager $entityManager
+    ) {
+        $this->acl = $acl;
+        $this->entityManager = $entityManager;
+    }
+
+    public function process(Entity $entity, CreateParams $params): void
+    {
+        $this->processJointGridBeforeSave($entity);
+
+        if (
+            in_array('applyAcl', $this->acl->getScopeForbiddenFieldList(Report::ENTITY_TYPE, Table::ACTION_EDIT))
+        ) {
+            $entity->setApplyAcl();
+        }
+
+        if (!$this->acl->check($entity->getTargetEntityType(), Table::ACTION_READ)) {
+            throw new Forbidden("No 'read' access to target entity type.");
+        }
+    }
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     */
+    public function processJointGridBeforeSave(Report $entity): void
+    {
+        if ($entity->getType() !== Report::TYPE_JOINT_GRID) {
+            return;
+        }
+
+        $joinedReportDataList = $entity->get('joinedReportDataList');
+
+        if (!is_array($joinedReportDataList) || !count($joinedReportDataList)) {
+            return;
+        }
+
+        $groupCount = 0;
+
+        foreach ($joinedReportDataList as $i => $item) {
+            if (empty($item->id)) {
+                throw new BadRequest();
+            }
+
+            /** @var ?Report $report */
+            $report = $this->entityManager->getEntityById(Report::ENTITY_TYPE, $item->id);
+
+            if (!$report) {
+                throw new Forbidden('Report not found.');
+            }
+
+            if (!$this->acl->check($report->getTargetEntityType(), Table::ACTION_READ)) {
+                throw new Forbidden();
+            }
+
+            $groupBy = $report->getGroupBy();
+
+            if (
+                count($groupBy) > 1 ||
+                $report->getType() !== Report::TYPE_GRID
+            ) {
+                throw new Forbidden("Sub-report $item->id is not supported in joint report.");
+            }
+
+            if ($i === 0) {
+                $groupCount = count($groupBy);
+
+                $entityType = $report->getTargetEntityType();
+                $entity->set('entityType', $entityType);
+
+                continue;
+            }
+
+            if ($groupCount !== count($groupBy)) {
+                throw new BadRequest("Sub-reports must have the same Group By number.");
+            }
+        }
+    }
+}

custom/Espo/Modules/Advanced/Classes/RecordHooks/Report/BeforeUpdate.php

@@ -0,0 +1,54 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\RecordHooks\Report;
+
+use Espo\Core\Record\Hook\UpdateHook;
+use Espo\Core\Record\UpdateParams;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\ORM\Entity;
+
+/**
+ * @implements UpdateHook<Report>
+ */
+class BeforeUpdate implements UpdateHook
+{
+    private BeforeCreate $beforeCreate;
+
+    public function __construct(
+        BeforeCreate $beforeCreate
+    ) {
+        $this->beforeCreate = $beforeCreate;
+    }
+
+    public function process(Entity $entity, UpdateParams $params): void
+    {
+        if ($entity->isAttributeChanged('type')) {
+            $entity->set('type', $entity->getFetched('type'));
+        }
+
+        if (
+            $entity->getType() !== Report::TYPE_JOINT_GRID &&
+            $entity->isAttributeChanged('entityType')
+        ) {
+            $entity->set('entityType', $entity->getFetched('entityType'));
+        }
+
+        $this->beforeCreate->processJointGridBeforeSave($entity);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/BpmnFlowchart/PrimaryFilters/Active.php

@@ -0,0 +1,30 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\BpmnFlowchart\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Active implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['isActive' => true]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/BpmnFlowchart/PrimaryFilters/ActiveHasNoneStartEvent.php

@@ -0,0 +1,33 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\BpmnFlowchart\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class ActiveHasNoneStartEvent implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'isActive' => true,
+            'hasNoneStartEvent' => true,
+        ]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/BpmnFlowchart/PrimaryFilters/IsManuallyStartable.php

@@ -0,0 +1,30 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\BpmnFlowchart\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class IsManuallyStartable implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['isActive' => true]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/BpmnProcess/AccessControlFilters/Mandatory.php

@@ -0,0 +1,30 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\BpmnProcess\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Mandatory implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['parentProcessId' => null]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/BpmnProcess/PrimaryFilters/Actual.php

@@ -0,0 +1,37 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\BpmnProcess\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Advanced\Entities\BpmnProcess as BpmnProcessEntity;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Actual implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'status!=' => [
+                BpmnProcessEntity::STATUS_ENDED,
+                BpmnProcessEntity::STATUS_INTERRUPTED,
+                BpmnProcessEntity::STATUS_STOPPED,
+            ]
+        ]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/BpmnProcess/PrimaryFilters/Ended.php

@@ -0,0 +1,31 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\BpmnProcess\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Advanced\Entities\BpmnProcess as BpmnProcessEntity;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Ended implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['status' => BpmnProcessEntity::STATUS_ENDED]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/BpmnUserTask/PrimaryFilters/Actual.php

@@ -0,0 +1,33 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\BpmnUserTask\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Actual implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'isResolved' => false,
+            'isCanceled' => false,
+        ]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/BpmnUserTask/PrimaryFilters/Canceled.php

@@ -0,0 +1,30 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\BpmnUserTask\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Canceled implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['isCanceled' => true]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/BpmnUserTask/PrimaryFilters/Resolved.php

@@ -0,0 +1,30 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\BpmnUserTask\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Resolved implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['isResolved' => true]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Common/PrimaryFilters/ReportFilter.php

@@ -0,0 +1,118 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Common\PrimaryFilters;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\Primary\Filter;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Advanced\Entities\ReportFilter as ReportFilterEntity;
+use Espo\Modules\Advanced\Tools\Report\Service;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+use RuntimeException;
+
+class ReportFilter implements Filter
+{
+    public function __construct(
+        private string $name,
+        private string $entityType,
+        private EntityManager $entityManager,
+        private Metadata $metadata,
+        private User $user,
+        private Service $service
+    ) {}
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     * @throws Error
+     */
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        /** @var ?string $reportFilterId */
+        $reportFilterId = $this->metadata
+            ->get(['entityDefs', $this->entityType, 'collection', 'filters', $this->name, 'id']);
+
+        if (!$reportFilterId) {
+            throw new RuntimeException("Report Filter $reportFilterId error.");
+        }
+
+        /** @var ?ReportFilterEntity $reportFilter */
+        $reportFilter = $this->entityManager->getEntityById(ReportFilterEntity::ENTITY_TYPE, $reportFilterId);
+
+        if (!$reportFilter) {
+            throw new RuntimeException("Report Filter $reportFilterId not found.");
+        }
+
+        $teamIdList = $reportFilter->getLinkMultipleIdList('teams');
+
+        if (count($teamIdList) && !$this->user->isAdmin()) {
+            $isInTeam = false;
+            $userTeamIdList = $this->user->getLinkMultipleIdList('teams');
+
+            foreach ($userTeamIdList as $teamId) {
+                if (in_array($teamId, $teamIdList)) {
+                    $isInTeam = true;
+                    break;
+                }
+            }
+
+            if (!$isInTeam) {
+                throw new Forbidden("Access denied to Report Filter $reportFilterId.");
+            }
+        }
+
+        $reportId = $reportFilter->get('reportId');
+
+        if (!$reportId) {
+            throw new RuntimeException('Report Filter error. No report.');
+        }
+
+        /** @var ?Report $report */
+        $report = $this->entityManager->getEntityById(Report::ENTITY_TYPE, $reportId);
+
+        if (!$report) {
+            throw new Error('Report Filter error. Report not found.');
+        }
+
+        $query = $this->service
+            ->prepareSelectBuilder($report)
+            ->build();
+
+        foreach ($query->getLeftJoins() as $join) {
+            $queryBuilder->leftJoin($join);
+        }
+
+        foreach ($query->getJoins() as $join) {
+            $queryBuilder->join($join);
+        }
+
+        if ($query->getWhere()) {
+            $queryBuilder->where($query->getWhere());
+        }
+
+        if ($query->isDistinct()) {
+            $queryBuilder->distinct();
+        }
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Report/AccessControlFilters/Mandatory.php

@@ -0,0 +1,67 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Report\AccessControlFilters;
+
+use Espo\Core\Acl\Table;
+use Espo\Core\AclManager;
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\User;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Mandatory implements Filter
+{
+    public function __construct(
+        private User $user,
+        private Metadata $metadata,
+        private AclManager $aclManager
+    ) {}
+
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        if (!$this->user->getPortalId()) {
+            $forbiddenEntityTypeList = [];
+
+            $scopes = $this->metadata->get('scopes', []);
+
+            foreach ($scopes as $scope => $defs) {
+                if (empty($defs['entity'])) {
+                    continue;
+                }
+
+                if ($this->aclManager->checkScope($this->user, $scope, Table::ACTION_READ)) {
+                    continue;
+                }
+
+                $forbiddenEntityTypeList[] = $scope;
+            }
+
+            if ($forbiddenEntityTypeList !== []) {
+                $queryBuilder->where(['entityType!=' => $forbiddenEntityTypeList]);
+            }
+
+            return;
+        }
+
+        $queryBuilder
+            ->distinct()
+            ->leftJoin('portals', 'portalsAccess')
+            ->where(['portalsAccess.id' => $this->user->getPortalId()]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Report/PrimaryFilters/GridType.php

@@ -0,0 +1,31 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Report\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class GridType implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['type' => Report::TYPE_GRID]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Report/PrimaryFilters/ListAccounts.php

@@ -0,0 +1,35 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Report\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class ListAccounts implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'type' => Report::TYPE_LIST,
+            'entityType' => Account::ENTITY_TYPE,
+        ]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Report/PrimaryFilters/ListContacts.php

@@ -0,0 +1,35 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Report\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class ListContacts implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'type' => Report::TYPE_LIST,
+            'entityType' => Contact::ENTITY_TYPE,
+        ]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Report/PrimaryFilters/ListLeads.php

@@ -0,0 +1,35 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Report\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class ListLeads implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'type' => Report::TYPE_LIST,
+            'entityType' => Lead::ENTITY_TYPE,
+        ]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Report/PrimaryFilters/ListTargets.php

@@ -0,0 +1,84 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Report\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Core\Templates\Entities\Company;
+use Espo\Core\Templates\Entities\Person;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\ORM\Entity;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class ListTargets implements Filter
+{
+    private Metadata $metadata;
+
+    public function __construct(Metadata $metadata) {
+        $this->metadata = $metadata;
+    }
+
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $entityTypeList = [
+            Contact::ENTITY_TYPE,
+            Lead::ENTITY_TYPE,
+            User::ENTITY_TYPE,
+            Account::ENTITY_TYPE,
+        ];
+
+        foreach ($this->metadata->get(['entityDefs', TargetList::ENTITY_TYPE, 'links']) as $defs) {
+            $entityType = $defs['entity'] ?? null;
+            $type = $defs['type'] ?? null;
+
+            if ($type !== Entity::HAS_MANY) {
+                continue;
+            }
+
+            if (!$entityType) {
+                continue;
+            }
+
+            if (in_array($entityType, $entityTypeList)) {
+                continue;
+            }
+
+            $templateType = $this->metadata->get(['scopes', $entityType, 'type']);
+
+            if (
+                $templateType !== Person::TEMPLATE_TYPE &&
+                $templateType !== Company::TEMPLATE_TYPE
+            ) {
+                continue;
+            }
+
+            $entityTypeList[] = $entityType;
+        }
+
+        $queryBuilder->where([
+            'type' => Report::TYPE_LIST,
+            'entityType' => $entityTypeList,
+        ]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Report/PrimaryFilters/ListType.php

@@ -0,0 +1,31 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Report\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class ListType implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['type' => Report::TYPE_LIST]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Report/PrimaryFilters/ListUsers.php

@@ -0,0 +1,35 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Report\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class ListUsers implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where([
+            'type' => Report::TYPE_LIST,
+            'entityType' => User::ENTITY_TYPE,
+        ]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Workflow/AccessControlFilters/Mandatory.php

@@ -0,0 +1,30 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Workflow\AccessControlFilters;
+
+use Espo\Core\Select\AccessControl\Filter;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Mandatory implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['isInternal' => false]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/Select/Workflow/PrimaryFilters/Active.php

@@ -0,0 +1,30 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\Select\Workflow\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Active implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['isActive' => true]);
+    }
+}

custom/Espo/Modules/Advanced/Classes/ServiceActions/Meeting/SendInvitations.php

@@ -0,0 +1,115 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\ServiceActions\Meeting;
+
+use Espo\Core\InjectableFactory;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Tools\Workflow\Action\RunAction\ServiceAction;
+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 RuntimeException;
+
+/**
+ * @implements ServiceAction<Meeting|Call>
+ */
+class SendInvitations implements ServiceAction
+{
+    private InjectableFactory $injectableFactory;
+    private EntityManager $entityManager;
+    private User $user;
+
+    public function __construct(
+        InjectableFactory $injectableFactory,
+        EntityManager $entityManager,
+        User $user
+    ) {
+        $this->injectableFactory = $injectableFactory;
+        $this->entityManager = $entityManager;
+        $this->user = $user;
+    }
+
+    private function getInvitationManager(): Invitations
+    {
+        return $this->injectableFactory->create(Invitations::class);
+    }
+
+    /**
+     * @inheritDoc
+     */
+    public function run(Entity $entity, mixed $data): mixed
+    {
+        if (!$entity instanceof CoreEntity) {
+            throw new RuntimeException();
+        }
+
+        $invitationManager = $this->getInvitationManager();
+        $emailHash = [];
+
+        $users = $this->entityManager
+            ->getRDBRepository($entity->getEntityType())
+            ->getRelation($entity, 'users')
+            ->find();
+
+        foreach ($users as $user) {
+            if ($user->getId() === $this->user->getId()) {
+                if (
+                    $entity->getLinkMultipleColumn('users', 'status', $user->getId()) ===
+                    Meeting::ATTENDEE_STATUS_ACCEPTED
+                ) {
+                    continue;
+                }
+            }
+
+            if ($user->get('emailAddress') && !array_key_exists($user->get('emailAddress'), $emailHash)) {
+                $invitationManager->sendInvitation($entity, $user, 'users');
+                $emailHash[$user->get('emailAddress')] = true;
+            }
+        }
+
+        $contacts = $this->entityManager
+            ->getRDBRepository($entity->getEntityType())
+            ->getRelation($entity, 'contacts')
+            ->find();
+
+        foreach ($contacts as $contact) {
+            if ($contact->get('emailAddress') && !array_key_exists($contact->get('emailAddress'), $emailHash)) {
+                $invitationManager->sendInvitation($entity, $contact, 'contacts');
+                $emailHash[$contact->get('emailAddress')] = true;
+            }
+        }
+
+        $leads = $this->entityManager
+            ->getRDBRepository($entity->getEntityType())
+            ->getRelation($entity, 'leads')
+            ->find();
+
+        foreach ($leads as $lead) {
+            if ($lead->get('emailAddress') && !array_key_exists($lead->get('emailAddress'), $emailHash)) {
+                $invitationManager->sendInvitation($entity, $lead, 'leads');
+                $emailHash[$lead->get('emailAddress')] = true;
+            }
+        }
+
+        return null;
+    }
+}

custom/Espo/Modules/Advanced/Classes/ServiceActions/Person/OptOut.php

@@ -0,0 +1,77 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\ServiceActions\Person;
+
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Entities\EmailAddress;
+use Espo\Modules\Advanced\Tools\Workflow\Action\RunAction\ServiceAction;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\Repositories\EmailAddress as EmailAddressRepository;
+
+/**
+ * @implements ServiceAction<CoreEntity>
+ */
+class OptOut implements ServiceAction
+{
+    private EntityManager $entityManager;
+
+    public function __construct(EntityManager $entityManager)
+    {
+        $this->entityManager = $entityManager;
+    }
+
+    /**
+     * @inheritDoc
+     * @noinspection PhpHierarchyChecksInspection
+     * @noinspection PhpUndefinedClassInspection
+     * @noinspection PhpSignatureMismatchDuringInheritanceInspection
+     */
+    public function run(Entity $entity, mixed $data): mixed
+    {
+        $targetListId = $data->targetListId ?? null;
+
+        if ($targetListId) {
+            $this->entityManager
+                ->getRDBRepository($entity->getEntityType())
+                ->getRelation($entity, 'targetLists')
+                ->updateColumnsById($targetListId, ['optedOut' => true]);
+
+            return null;
+        }
+
+        $emailAddress = $entity->get('emailAddress');
+
+        if (!$emailAddress) {
+            return null;
+        }
+
+        /** @var EmailAddressRepository $emailAddressRepository */
+        $emailAddressRepository = $this->entityManager->getRepository(EmailAddress::ENTITY_TYPE);
+
+        $addressEntity = $emailAddressRepository->getByAddress($emailAddress);
+
+        if ($addressEntity) {
+            $addressEntity->set('optOut', true);
+            $this->entityManager->saveEntity($addressEntity);
+        }
+
+        return null;
+    }
+}

custom/Espo/Modules/Advanced/Classes/ServiceActions/User/GenerateAndSendPassword.php

@@ -0,0 +1,71 @@
+<?php
+/***********************************************************************************
+ * The contents of this file are subject to the Extension License Agreement
+ * ("Agreement") which can be viewed at
+ * https://www.espocrm.com/extension-license-agreement/.
+ * By copying, installing downloading, or using this file, You have unconditionally
+ * agreed to the terms and conditions of the Agreement, and You may not use this
+ * file except in compliance with the Agreement. Under the terms of the Agreement,
+ * You shall not license, sublicense, sell, resell, rent, lease, lend, distribute,
+ * redistribute, market, publish, commercialize, or otherwise transfer rights or
+ * usage to the software or any modified version or derivative work of the software
+ * created by or for you.
+ *
+ * Copyright (C) 2015-2025 EspoCRM, Inc.
+ *
+ * License ID: 19bc86a68a7bb01f458cb391d43a9212
+ ************************************************************************************/
+
+namespace Espo\Modules\Advanced\Classes\ServiceActions\User;
+
+use Espo\Core\InjectableFactory;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Tools\Workflow\Action\RunAction\ServiceAction;
+use Espo\ORM\Entity;
+use Espo\Tools\UserSecurity\Password\Service;
+
+/**
+ * @implements ServiceAction<User>
+ */
+class GenerateAndSendPassword implements ServiceAction
+{
+    private InjectableFactory $injectableFactory;
+    private ServiceContainer $serviceContainer;
+
+    public function __construct(
+        InjectableFactory $injectableFactory,
+        ServiceContainer $serviceContainer
+    ) {
+        $this->injectableFactory = $injectableFactory;
+        $this->serviceContainer = $serviceContainer;
+    }
+
+    /**
+     * @inheritDoc
+     * @noinspection PhpHierarchyChecksInspection
+     * @noinspection PhpUndefinedClassInspection
+     * @noinspection PhpSignatureMismatchDuringInheritanceInspection
+     */
+    public function run(Entity $entity, mixed $data): mixed
+    {
+        if (class_exists("Espo\\Tools\\UserSecurity\\Password\\Service")) {
+            /** @var Service $service */
+            $service = $this->injectableFactory->create("Espo\\Tools\\UserSecurity\\Password\\Service");
+
+            // @todo Support non-admin users.
+
+            $service->generateAndSendNewPasswordForUser($entity->getId());
+
+            return null;
+        }
+
+        $service = $this->serviceContainer->get(User::ENTITY_TYPE);
+
+        if (method_exists($service, 'generateNewPasswordForUser')) {
+            $service->generateNewPasswordForUser($entity->getId(), true);
+        }
+
+        return null;
+    }
+}