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

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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\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

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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\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

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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\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

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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\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

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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\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

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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\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

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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\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,
+        ]);
+    }
+}