Initial commit

custom/Espo/Modules/Advanced/Tools/Bpmn/Jobs/ProcessRootProcessFlows.php

@@ -0,0 +1,100 @@
+<?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\Tools\Bpmn\Jobs;
+
+use Espo\Core\Job\Job;
+use Espo\Core\Job\Job\Data;
+use Espo\Modules\Advanced\Core\Bpmn\BpmnManager;
+use Espo\Modules\Advanced\Entities\BpmnProcess;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Repository\Option\SaveOption;
+use RuntimeException;
+
+/**
+ * @noinspection PhpUnused
+ */
+class ProcessRootProcessFlows implements Job
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private BpmnManager $bpmnManager,
+    ) {}
+
+    public function run(Data $data): void
+    {
+        $processId = $data->getTargetId() ?? throw new RuntimeException();
+
+        $process = $this->getProcess($processId);
+
+        if (!$process) {
+            return;
+        }
+
+        $this->bpmnManager->processPendingFlows($processId);
+
+        $this->updateProcess($processId);
+    }
+
+    private function updateProcess(string $processId): void
+    {
+        $process = $this->entityManager->getRDBRepositoryByClass(BpmnProcess::class)->getById($processId);
+
+        if (!$process) {
+            return;
+        }
+
+        // If the job was running for long, this will ensure the process won't be processed
+        // too soon the next time.
+        $process->setVisitTimestampNow();
+        $process->setIsLocked(false);
+
+        $this->entityManager->saveEntity($process, [SaveOption::SKIP_ALL => true]);
+    }
+
+    private function getProcess(string $processId): ?BpmnProcess
+    {
+        $this->entityManager->getTransactionManager()->start();
+
+        $process = $this->entityManager
+            ->getRDBRepositoryByClass(BpmnProcess::class)
+            ->forUpdate()
+            ->where(['id' => $processId])
+            ->findOne();
+
+        if (!$process) {
+            $this->entityManager->getTransactionManager()->commit();
+
+            return null;
+        }
+
+        if (!$process->isLocked()) {
+            // Can happen if jobs were not running for long and the process got unlocked.
+            throw new RuntimeException("BPM: Process $processId is not locked.");
+        }
+
+        // If the job ran late, this will prevent the process from unlocking while it's being processed.
+        $process->setVisitTimestampNow();
+
+        $this->entityManager->saveEntity($process, [SaveOption::SKIP_ALL => true]);
+
+        $this->entityManager->getTransactionManager()->commit();
+
+        return $process;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/Api/GetRunListPreview.php

@@ -0,0 +1,106 @@
+<?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\Tools\Report\Api;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\Table as AclTable;
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\SearchParamsFetcher;
+use Espo\Core\Utils\Json;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Advanced\Tools\Report\PreviewReportProvider;
+use Espo\Modules\Advanced\Tools\Report\Service;
+use JsonException;
+use stdClass;
+
+/**
+ * @noinspection PhpUnused
+ */
+class GetRunListPreview implements Action
+{
+    public function __construct(
+        private Service $service,
+        private Acl $acl,
+        private User $user,
+        private SearchParamsFetcher $searchParamsFetcher,
+        private PreviewReportProvider $previewReportProvider,
+    ) {}
+
+    public function process(Request $request): Response
+    {
+        $this->checkAccess();
+
+        $data = $this->fetchData($request);
+        $report = $this->previewReportProvider->get($data);
+
+        if ($report->getType() !== Report::TYPE_LIST) {
+            throw new BadRequest("Non-list type.");
+        }
+
+        $searchParams = $this->searchParamsFetcher->fetch($request);
+
+        // Passing the user is important.
+        $result = $this->service->reportRunList($report, $searchParams, $this->user);
+
+        return ResponseComposer::json([
+            'list' => $result->getCollection()->getValueMapList(),
+            'total' => $result->getTotal(),
+            'columns' => $result->getColumns(),
+            'columnsData' => $result->getColumnsData(),
+        ]);
+    }
+
+    /**
+     * @throws BadRequest
+     */
+    private function fetchData(Request $request): stdClass
+    {
+        try {
+            $data = Json::decode($request->getQueryParam('data'));
+        } catch (JsonException) {
+            throw new BadRequest("Bad data.");
+        }
+
+        if (!$data instanceof stdClass) {
+            throw new BadRequest("No data.");
+        }
+
+        return $data;
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    private function checkAccess(): void
+    {
+        if (!$this->acl->checkScope(Report::ENTITY_TYPE, AclTable::ACTION_CREATE)) {
+            throw new Forbidden("No 'create' access.");
+        }
+
+        if ($this->user->isPortal()) {
+            throw new Forbidden("No access from portal.");
+        }
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/Api/PostRunGridPreview.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\Tools\Report\Api;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\Table as AclTable;
+use Espo\Core\Api\Action;
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Api\ResponseComposer;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Core\Utils\Json;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Advanced\Tools\Report\PreviewReportProvider;
+use Espo\Modules\Advanced\Tools\Report\Service;
+use JsonException;
+use stdClass;
+
+/**
+ * @noinspection PhpUnused
+ */
+class PostRunGridPreview implements Action
+{
+    public function __construct(
+        private Service $service,
+        private Acl $acl,
+        private User $user,
+        private PreviewReportProvider $previewReportProvider,
+    ) {}
+
+    public function process(Request $request): Response
+    {
+        $this->checkAccess();
+
+        $data = $this->fetchData($request);
+        $report = $this->previewReportProvider->get($data);
+
+        if (!in_array($report->getType(), [Report::TYPE_GRID, Report::TYPE_JOINT_GRID])) {
+            throw new BadRequest("Bad report type.");
+        }
+
+        $where = $request->getParsedBody()->where ?? null;
+
+        $whereItem = null;
+
+        if ($where) {
+            $whereItem = WhereItem::fromRawAndGroup(self::normalizeWhere($where));
+        }
+
+        // Passing the user is important.
+        $result = $this->service->reportRunGridOrJoint($report, $whereItem, $this->user);
+
+        return ResponseComposer::json($result->toRaw());
+    }
+
+    /**
+     * @throws BadRequest
+     */
+    private function fetchData(Request $request): stdClass
+    {
+        $data = $request->getParsedBody()->data ?? null;
+
+        if (!$data instanceof stdClass) {
+            throw new BadRequest("No data.");
+        }
+
+        return $data;
+    }
+
+    /**
+     * @throws BadRequest
+     */
+    private static function normalizeWhere(mixed $where): mixed
+    {
+        try {
+            return Json::decode(Json::encode($where), true);
+        } catch (JsonException) {
+            throw new BadRequest("Bad where");
+        }
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    private function checkAccess(): void
+    {
+        if (!$this->acl->checkScope(Report::ENTITY_TYPE, AclTable::ACTION_CREATE)) {
+            throw new Forbidden("No 'create' access.");
+        }
+
+        if ($this->user->isPortal()) {
+            throw new Forbidden("No access from portal.");
+        }
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ExportService.php

@@ -0,0 +1,124 @@
+<?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\Tools\Report;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Select\SearchParams;
+use Espo\Core\Utils\Config;
+use Espo\Entities\Attachment;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Advanced\Entities\Report as ReportEntity;
+use Espo\ORM\EntityManager;
+
+class ExportService
+{
+    private const LIST_REPORT_MAX_SIZE = 3000;
+
+    public function __construct(
+        private EntityManager $entityManager,
+        private Config $config,
+        private Service $service,
+        private SendingService $sendingService,
+    ) {}
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     */
+    public function prepareExportAttachment(Report $report, ?User $user = null): Attachment
+    {
+        $result = $this->prepareResult($report, $user);
+
+        $attachmentId = $this->sendingService->getExportAttachmentId($report, $result, null, $user);
+
+        if (!$attachmentId) {
+            throw new Error("Could not generate an export file for report {$report->getId()}.");
+        }
+
+        $attachment = $this->entityManager->getRDBRepositoryByClass(Attachment::class)->getById($attachmentId);
+
+        if (!$attachment) {
+            throw new Error("Could not fetch the export attachment.");
+        }
+
+        $this->prepareAttachmentFields($attachment);
+
+        return $attachment;
+    }
+
+    private function getSendingListMaxCount(): int
+    {
+        return $this->config->get('reportSendingListMaxCount', self::LIST_REPORT_MAX_SIZE);
+    }
+
+    private function prepareListSearchParams(ReportEntity $report): SearchParams
+    {
+        $searchParams = SearchParams::create()
+            ->withMaxSize($this->getSendingListMaxCount());
+
+        $orderByList = $report->getOrderByList();
+
+        if ($orderByList) {
+            $arr = explode(':', $orderByList);
+
+            /**
+             * @var 'ASC'|'DESC' $orderDirection
+             * @noinspection PhpRedundantVariableDocTypeInspection
+             */
+            $orderDirection = strtoupper($arr[0]);
+
+            $searchParams = $searchParams
+                ->withOrderBy($arr[1])
+                ->withOrder($orderDirection);
+        }
+
+        return $searchParams;
+    }
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     */
+    private function prepareResult(ReportEntity $report, ?User $user): ListType\Result|GridType\Result
+    {
+        if ($report->getType() === ReportEntity::TYPE_LIST) {
+            $searchParams = $this->prepareListSearchParams($report);
+
+            return $this->service->runList($report->getId(), $searchParams, $user);
+        }
+
+        return $this->service->runGrid($report->getId(), null, $user);
+    }
+
+    private function prepareAttachmentFields(Attachment $attachment): void
+    {
+        $attachment->setRole(Attachment::ROLE_EXPORT_FILE);
+        $attachment->setParent(null);
+
+        $this->entityManager->saveEntity($attachment);
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/FormulaChecker.php

@@ -0,0 +1,100 @@
+<?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\Tools\Report;
+
+use Espo\Core\Exceptions\Error\Body;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Utils\Metadata;
+
+class FormulaChecker
+{
+    /** @var string[] */
+    private array $allowedFunctionList = [
+        'ifThen',
+        'ifThenElse',
+        'env\\userAttribute',
+        'record\\attribute',
+    ];
+
+    /** @var string[] */
+    private array $allowedNamespaceList = [
+        'datetime',
+        'number',
+        'string',
+    ];
+
+    public function __construct(
+        private Metadata $metadata
+    ) {}
+
+    public function sanitize(string $script): string
+    {
+        $script = str_replace('record\\attribute', 'report\\recordAttribute', $script);
+
+        if (!class_exists("Espo\\Core\\Formula\\Functions\\EnvGroup\\UserAttributeSafeType")) {
+            return $script;
+        }
+
+        return str_replace('env\\userAttribute', 'env\\userAttributeSafe', $script);
+    }
+
+    /**
+     * Check a formula script for a complex expression.
+     *
+     * @throws Forbidden
+     */
+    public function check(string $script): void
+    {
+        $script = str_replace(["\n", "\r", "\t", ' '], '', $script);
+        $script = str_replace(';', ' ', $script);
+
+        preg_match_all('/[a-zA-Z1-9\\\\]*\(/', $script, $matches);
+
+        /** @phpstan-ignore-next-line */
+        if (!$matches) {
+            return;
+        }
+
+        $allowedFunctionList = array_merge(
+            $this->allowedFunctionList,
+            $this->metadata->get('app.advancedReport.allowedFilterFormulaFunctionList', [])
+        );
+
+        foreach ($matches[0] as $part) {
+            $part = substr($part, 0, -1);
+
+            if (in_array($part, $allowedFunctionList)) {
+                continue;
+            }
+
+            foreach ($this->allowedNamespaceList as $namespace) {
+                if (str_starts_with($part, $namespace . '\\')) {
+                    continue 2;
+                }
+            }
+
+            throw Forbidden::createWithBody(
+                "Not allowed formula in filter.",
+                Body::create()
+                    ->withMessageTranslation('notAllowedFormulaInFilter', 'Report')
+                    ->encode()
+            );
+        }
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/GridExportService.php

@@ -0,0 +1,634 @@
+<?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\Tools\Report;
+
+use Espo\Core\AclManager;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Language;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\Attachment;
+use Espo\Entities\Template;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Core\Report\ExportXlsx;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Advanced\Tools\Report\GridType\Helper as GridHelper;
+use Espo\Modules\Advanced\Tools\Report\GridType\Result as GridResult;
+use Espo\Modules\Advanced\Tools\Report\GridType\Util as GridUtil;
+use Espo\Modules\Crm\Entities\Opportunity;
+use Espo\ORM\EntityManager;
+use Espo\Tools\Pdf\Data;
+use Espo\Tools\Pdf\Service as PdfService;
+use PhpOffice\PhpSpreadsheet\Writer\Exception;
+use RuntimeException;
+
+class GridExportService
+{
+    private const STUB_KEY = '__STUB__';
+
+    public function __construct(
+        private EntityManager $entityManager,
+        private AclManager $aclManager,
+        private Metadata $metadata,
+        private Config $config,
+        private Language $language,
+        private Service $service,
+        private GridHelper $gridHelper,
+        private GridUtil $gridUtil,
+        private InjectableFactory $injectableFactory
+    ) {}
+
+    /**
+     * @throws Forbidden
+     * @throws NotFound
+     * @throws Error
+     */
+    public function exportXlsx(string $id, ?WhereItem $where, ?User $user = null): string
+    {
+        /** @var ?Report $report */
+        $report = $this->entityManager->getEntityById(Report::ENTITY_TYPE, $id);
+
+        if (!$report) {
+            throw new NotFound();
+        }
+
+        if ($user && !$this->aclManager->checkEntityRead($user, $report)) {
+            throw new Forbidden();
+        }
+
+        $contents = $this->buildXlsxContents($id, $where, $user);
+
+        $name = preg_replace("/([^\w\s\d\-_~,;:\[\]().])/u", '_', $report->getName()) . ' ' . date('Y-m-d');
+
+        $mimeType = $this->metadata->get(['app', 'export', 'formatDefs', 'xlsx', 'mimeType']);
+        $fileExtension = $this->metadata->get(['app', 'export', 'formatDefs', 'xlsx', 'fileExtension']);
+
+        $fileName = $name . '.' . $fileExtension;
+
+        $attachment = $this->entityManager->getNewEntity(Attachment::ENTITY_TYPE);
+
+        $attachment->set('name', $fileName);
+        $attachment->set('role', 'Export File');
+        $attachment->set('type', $mimeType);
+        $attachment->set('contents', $contents);
+        $attachment->set([
+            'relatedType' => Report::ENTITY_TYPE,
+            'relatedId' => $id,
+        ]);
+
+        $this->entityManager->saveEntity($attachment);
+
+        return $attachment->getId();
+    }
+
+    /**
+     * @throws Error
+     * @throws Forbidden
+     * @throws NotFound
+     * @throws Exception
+     * @throws BadRequest
+     */
+    public function buildXlsxContents(string $id, ?WhereItem $where, ?User $user = null): string
+    {
+        /** @var ?Report $report */
+        $report = $this->entityManager->getEntityById(Report::ENTITY_TYPE, $id);
+
+        if (!$report) {
+            throw new NotFound();
+        }
+
+        $entityType = $report->getTargetEntityType();
+
+        $groupCount = count($report->getGroupBy());
+
+        $columnList = $report->getColumns();
+        $groupByList = $report->getGroupBy();
+
+        $reportResult = null;
+
+        if (
+            $report->getType() === Report::TYPE_JOINT_GRID ||
+            !$report->getGroupBy()
+        ) {
+            $reportResult = $this->service->runGrid($id, $where, $user);
+
+            $columnList = $reportResult->getColumnList();
+            $groupByList = $reportResult->getGroupByList();
+            $groupCount = count($groupByList);
+        }
+
+        if (!$reportResult) {
+            $reportResult = $this->service->runGrid($id, $where, $user);
+        }
+
+        $result = [];
+
+        if ($groupCount === 2) {
+            foreach ($reportResult->getSummaryColumnList() as $column) {
+                $result[] = $this->getGridReportResultForExport($id, $where, $column, $user, $reportResult);
+            }
+        } else {
+            $result[] = $this->getGridReportResultForExport($id, $where, null, $user, $reportResult);
+        }
+
+        $columnTypes = [];
+
+        foreach ($columnList as $item) {
+            $columnData = $this->gridHelper->getDataFromColumnName($entityType, $item, $reportResult);
+
+            $type = $this->metadata
+                ->get(['entityDefs', $columnData->entityType, 'fields', $columnData->field, 'type']);
+
+            if (
+                $entityType === Opportunity::ENTITY_TYPE &&
+                $columnData->field === 'amountWeightedConverted'
+            ) {
+                $type = 'currencyConverted';
+            }
+
+            if ($columnData->function === 'COUNT') {
+                $type = 'int';
+            }
+
+            $columnTypes[$item] = $type;
+        }
+
+        $columnLabels = [];
+
+        if ($groupCount === 2) {
+            $columnNameMap = $reportResult->getColumnNameMap() ?? [];
+
+            foreach ($columnList as $column) {
+                $columnLabels[$column] = $columnNameMap[$column];
+            }
+        }
+
+        $exportParams = [
+            'exportName' => $report->getName(),
+            'columnList' => $columnList,
+            'columnTypes' => $columnTypes,
+            'chartType' => $report->get('chartType'),
+            'groupByList' => $groupByList,
+            'columnLabels' => $columnLabels,
+            'reportResult' => $reportResult,
+            'groupLabel' => '',
+        ];
+
+        if ($groupCount) {
+            $group = $groupByList[$groupCount - 1];
+            $exportParams['groupLabel'] = $this->gridUtil->translateGroupName($entityType, $group);
+        }
+
+        $export = $this->injectableFactory->create(ExportXlsx::class);
+
+        return $export->process($entityType, $exportParams, $result);
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws NotFound
+     * @throws Error
+     */
+    public function exportCsv(
+        string $id,
+        ?WhereItem $where,
+        ?string $column = null,
+        ?User $user = null
+    ): string  {
+
+        /** @var ?Report $report */
+        $report = $this->entityManager->getEntityById(Report::ENTITY_TYPE, $id);
+
+        if (!$report) {
+            throw new NotFound();
+        }
+
+        if ($user && !$this->aclManager->checkEntityRead($user, $report)) {
+            throw new Forbidden();
+        }
+
+        $contents = $this->getGridReportCsv($id, $where, $column, $user);
+
+        $name = preg_replace("/([^\w\s\d\-_~,;:\[\]().])/u", '_', $report->getName()) . ' ' . date('Y-m-d');
+
+        $mimeType = $this->metadata->get(['app', 'export', 'formatDefs', 'csv', 'mimeType']);
+        $fileExtension = $this->metadata->get(['app', 'export', 'formatDefs', 'csv', 'fileExtension']);
+
+        $fileName = $name . '.' . $fileExtension;
+
+        $attachment = $this->entityManager->getEntity('Attachment');
+
+        $attachment->set('name', $fileName);
+        $attachment->set('role', 'Export File');
+        $attachment->set('type', $mimeType);
+        $attachment->set('contents', $contents);
+        $attachment->set([
+            'relatedType' => Report::ENTITY_TYPE,
+            'relatedId' => $id,
+        ]);
+
+        $this->entityManager->saveEntity($attachment);
+
+        return $attachment->getId();
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     * @throws BadRequest
+     */
+    private function getGridReportCsv(
+        string $id,
+        ?WhereItem $where,
+        ?string $column = null,
+        ?User $user = null
+    ): string {
+
+        $result = $this->getGridReportResultForExport($id, $where, $column, $user);
+
+        $delimiter = $this->config->get('exportDelimiter', ';');
+
+        $fp = fopen('php://temp', 'w');
+
+        if ($fp === false) {
+            throw new RuntimeException("Could not open temp.");
+        }
+
+        foreach ($result as $row) {
+            fputcsv($fp, $row, $delimiter);
+        }
+
+        rewind($fp);
+        $csv = stream_get_contents($fp);
+        fclose($fp);
+
+        if ($csv === false) {
+            throw new RuntimeException("Could not get from stream.");
+        }
+
+        return $csv;
+    }
+
+    /**
+     * @return array<int, mixed>[]
+     * @throws Error
+     * @throws Forbidden
+     * @throws NotFound
+     * @throws BadRequest
+     */
+    private function getGridReportResultForExport(
+        string $id,
+        ?WhereItem $where,
+        ?string $currentColumn = null,
+        ?User $user = null,
+        ?GridResult $reportResult = null
+    ): array {
+
+        if (!$reportResult) {
+            $reportResult = $this->service->runGrid($id, $where, $user);
+        }
+
+        $depth = count($reportResult->getGroupByList());
+        $reportData = $reportResult->getReportData();
+
+        $result = [];
+
+        if ($depth == 2) {
+            $groupName1 = $reportResult->getGroupByList()[0];
+            $groupName2 = $reportResult->getGroupByList()[1];
+
+            $group1NonSummaryColumnList = [];
+            $group2NonSummaryColumnList = [];
+
+            if ($reportResult->getGroup1NonSummaryColumnList() !== null) {
+                $group1NonSummaryColumnList = $reportResult->getGroup1NonSummaryColumnList();
+            }
+
+            if ($reportResult->getGroup2NonSummaryColumnList() !== null) {
+                $group2NonSummaryColumnList = $reportResult->getGroup2NonSummaryColumnList();
+            }
+
+            $row = [];
+
+            $row[] = '';
+
+            foreach ($group2NonSummaryColumnList as $column) {
+                $text = $reportResult->getColumnNameMap()[$column];
+
+                $row[] = $text;
+            }
+
+            foreach ($reportResult->getGrouping()[0] ?? [] as $gr1) {
+                $label = $gr1;
+
+                if (empty($label)) {
+                    $label = $this->language->translate('-Empty-', 'labels', 'Report');
+                }
+                else if (!empty($reportResult->getGroupValueMap()[$groupName1][$gr1])) {
+                    $label = $reportResult->getGroupValueMap()[$groupName1][$gr1];
+                }
+
+                $row[] = $label;
+            }
+
+            $result[] = $row;
+
+            foreach ($reportResult->getGrouping()[1] ?? [] as $gr2) {
+                $row = [];
+                $label = $gr2;
+
+                if (empty($label)) {
+                    $label = $this->language->translate('-Empty-', 'labels', 'Report');
+                }
+                else if (!empty($reportResult->getGroupValueMap()[$groupName2][$gr2])) {
+                    $label = $reportResult->getGroupValueMap()[$groupName2][$gr2];
+                }
+
+                $row[] = $label;
+
+                foreach ($group2NonSummaryColumnList as $column) {
+                    $row[] = $this->getCellDisplayValueFromResult(1, $gr2, $column, $reportResult);
+                }
+
+                foreach ($reportResult->getGrouping()[0] ?? [] as $gr1) {
+                    $value = 0;
+
+                    if (!empty($reportData->$gr1) && !empty($reportData->$gr1->$gr2)) {
+                        if (!empty($reportData->$gr1->$gr2->$currentColumn)) {
+                            $value = $reportData->$gr1->$gr2->$currentColumn;
+                        }
+                    }
+
+                    $row[] = $value;
+                }
+
+                $result[] = $row;
+            }
+
+            $row = [];
+
+            $row[] = $this->language->translate('Total', 'labels', 'Report');
+
+            foreach ($group2NonSummaryColumnList as $ignored) {
+                $row[] = '';
+            }
+
+            foreach ($reportResult->getGrouping()[0] ?? [] as $gr1) {
+                $sum = 0;
+
+                if (!empty($reportResult->getGroup1Sums()->$gr1)) {
+                    if (!empty($reportResult->getGroup1Sums()->$gr1->$currentColumn)) {
+                        $sum = $reportResult->getGroup1Sums()->$gr1->$currentColumn;
+                    }
+                }
+
+                $row[] = $sum;
+            }
+
+            $result[] = $row;
+
+            if (count($group1NonSummaryColumnList)) {
+                $result[] = [];
+            }
+
+            foreach ($group1NonSummaryColumnList as $column) {
+                $row = [];
+                $text = $reportResult->getColumnNameMap()[$column];
+                $row[] = $text;
+
+                foreach ($group2NonSummaryColumnList as $ignored) {
+                    $row[] = '';
+                }
+
+                foreach ($reportResult->getGrouping()[0] ?? [] as $gr1) {
+                    $row[] = $this->getCellDisplayValueFromResult(0, $gr1, $column, $reportResult);
+                }
+
+                $result[] = $row;
+            }
+
+        } else if ($depth === 1 || $depth === 0) {
+            $aggregatedColumnList = $reportResult->getAggregatedColumnList();
+
+            if ($depth === 1) {
+                $groupName = $reportResult->getGroupByList()[0];
+            } else {
+                $groupName = self::STUB_KEY;
+            }
+
+            $row = [];
+            $row[] = '';
+
+            foreach ($aggregatedColumnList as $column) {
+                $label = $column;
+
+                if (!empty($reportResult->getColumnNameMap()[$column])) {
+                    $label = $reportResult->getColumnNameMap()[$column];
+                }
+
+                $row[] = $label;
+            }
+
+            $result[] = $row;
+
+            foreach ($reportResult->getGrouping()[0] ?? [] as $gr) {
+                $row = [];
+
+                $label = $gr;
+
+                if (empty($label)) {
+                    $label = $this->language->translate('-Empty-', 'labels', 'Report');
+                }
+                else if (
+                    !empty($reportResult->getGroupValueMap()[$groupName]) &&
+                    array_key_exists($gr, $reportResult->getGroupValueMap()[$groupName])
+                ) {
+                    $label = $reportResult->getGroupValueMap()[$groupName][$gr];
+                }
+
+                $row[] = $label;
+
+                foreach ($aggregatedColumnList as $column) {
+                    if (in_array($column, $reportResult->getNumericColumnList())) {
+                        $value = 0;
+
+                        if (!empty($reportData->$gr)) {
+                            if (!empty($reportData->$gr->$column)) {
+                                $value = $reportData->$gr->$column;
+                            }
+                        }
+                    }
+                    else {
+                        $value = '';
+
+                        if (property_exists($reportData, $gr) && property_exists($reportData->$gr, $column)) {
+                            $value = $reportData->$gr->$column;
+
+                            if (
+                                !is_null($value) &&
+                                property_exists($reportResult->getCellValueMaps(), $column) &&
+                                property_exists($reportResult->getCellValueMaps()->$column, $value)
+                            ) {
+                                $value = $reportResult->getCellValueMaps()->$column->$value;
+                            }
+                        }
+                    }
+
+                    $row[] = $value;
+                }
+
+                $result[] = $row;
+            }
+
+            if ($depth) {
+                $row = [];
+
+                $row[] = $this->language->translate('Total', 'labels', 'Report');
+
+                foreach ($aggregatedColumnList as $column) {
+                    if (!in_array($column, $reportResult->getNumericColumnList())) {
+                        $row[] = '';
+
+                        continue;
+                    }
+
+                    $sum = 0;
+
+                    if (!empty($reportResult->getSums()->$column)) {
+                        $sum = $reportResult->getSums()->$column;
+                    }
+
+                    $row[] = $sum;
+                }
+
+                $result[] = $row;
+            }
+        }
+
+        return $result;
+    }
+
+    /**
+     * @return mixed
+     */
+    public function getCellDisplayValueFromResult(
+        int $groupIndex,
+        string $gr1,
+        string $column,
+        GridResult $reportResult
+    ) {
+
+        $groupName = $reportResult->getGroupByList()[$groupIndex];
+
+        $dataMap = $reportResult->getNonSummaryData()->$groupName;
+
+        $value = '';
+
+        if ($this->gridHelper->isColumnNumeric($column, $reportResult)) {
+            $value = 0;
+        }
+
+        if (
+            property_exists($dataMap, $gr1) &&
+            property_exists($dataMap->$gr1, $column)
+        ) {
+            $value = $dataMap->$gr1->$column;
+        }
+
+        if (
+            !$this->gridHelper->isColumnNumeric($column, $reportResult) &&
+            !is_null($value)
+        ) {
+            if (property_exists($reportResult->getCellValueMaps(), $column)) {
+                if (property_exists($reportResult->getCellValueMaps()->$column, $value)) {
+                    $value = $reportResult->getCellValueMaps()->$column->$value;
+                }
+            }
+        }
+
+        if (is_null($value)) {
+            $value = '';
+        }
+
+        return $value;
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     */
+    public function exportPdf(
+        string $id,
+        ?WhereItem $where,
+        string $templateId,
+        ?User $user = null
+    ): string {
+
+        $report = $this->entityManager->getEntityById(Report::ENTITY_TYPE, $id);
+        $template = $this->entityManager->getEntityById(Template::ENTITY_TYPE, $templateId);
+
+        if (!$report || !$template) {
+            throw new NotFound();
+        }
+
+        if ($user) {
+            if (!$this->aclManager->checkEntityRead($user, $report)) {
+                throw new Forbidden("No access to report.");
+            }
+
+            if (!$this->aclManager->checkEntityRead($user, $template)) {
+                throw new Forbidden("No access to template.");
+            }
+        }
+
+        $additionalData = [
+            'user' => $user,
+            'reportWhere' => $where,
+        ];
+
+        $pdfService = $this->injectableFactory->create(PdfService::class);
+
+        $contents = $pdfService
+            ->generate(
+                Report::ENTITY_TYPE,
+                $report->getId(),
+                $template->getId(),
+                null,
+                Data::create()->withAdditionalTemplateData((object) $additionalData)
+            )
+            ->getString();
+
+        $attachment = $this->entityManager->createEntity(Attachment::ENTITY_TYPE, [
+            'contents' => $contents,
+            'role' => 'Export File',
+            'type' => 'application/pdf',
+            'relatedId' => $id,
+            'relatedType' => Report::ENTITY_TYPE,
+        ]);
+
+        return $attachment->getId();
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/GridType/ColumnData.php

@@ -0,0 +1,42 @@
+<?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\Tools\Report\GridType;
+
+class ColumnData
+{
+    public ?string $function;
+    public string $field;
+    public ?string $entityType;
+    public ?string $link;
+    public ?string $fieldType;
+
+    public function __construct(
+        ?string $function,
+        string $field,
+        ?string $entityType,
+        ?string $link,
+        ?string $fieldType
+    ) {
+        $this->function = $function;
+        $this->field = $field;
+        $this->entityType = $entityType;
+        $this->link = $link;
+        $this->fieldType = $fieldType;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/GridType/Data.php

@@ -0,0 +1,216 @@
+<?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\Tools\Report\GridType;
+
+use Espo\Core\Select\Where\Item as WhereItem;
+use stdClass;
+
+class Data
+{
+    public const COLUMN_TYPE_SUMMARY = 'Summary';
+
+    private string $entityType;
+    private ?string $success;
+    /** @var string[] */
+    private array $columns;
+    /** @var string[] */
+    private array $groupBy;
+    /** @var string[] */
+    private array $orderBy;
+    private bool $applyAcl;
+    private ?WhereItem $filtersWhere;
+    private ?string $chartType;
+    /** @var ?array<string, string> */
+    private ?array $chartColors;
+    private ?string $chartColor;
+    /** @var ?stdClass[] */
+    private ?array $chartDataList;
+    /** @var string[] */
+    private array $aggregatedColumns = [];
+    private stdClass $columnsData;
+
+    /**
+     * @param string[] $columns
+     * @param string[] $groupBy
+     * @param string[] $orderBy
+     * @param ?string[] $chartColors
+     * @param ?stdClass[] $chartDataList
+     */
+    public function __construct(
+        string $entityType,
+        array $columns,
+        array $groupBy,
+        array $orderBy,
+        bool $applyAcl,
+        ?WhereItem $filtersWhere,
+        ?string $chartType,
+        ?array $chartColors,
+        ?string $chartColor,
+        ?array $chartDataList,
+        ?string $success,
+        ?stdClass $columnsData
+    ) {
+        $this->entityType = $entityType;
+        $this->columns = $columns;
+        $this->groupBy = $groupBy;
+        $this->orderBy = $orderBy;
+        $this->applyAcl = $applyAcl;
+        $this->filtersWhere = $filtersWhere;
+        $this->chartType = $chartType;
+        $this->chartColors = $chartColors;
+        $this->chartColor = $chartColor;
+        $this->chartDataList = $chartDataList;
+        $this->success = $success;
+        $this->columnsData = $columnsData;
+    }
+
+    public function getEntityType(): string
+    {
+        return $this->entityType;
+    }
+
+    public function getSuccess(): ?string
+    {
+        return $this->success;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getOrderBy(): array
+    {
+        return $this->orderBy;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getColumns(): array
+    {
+        return $this->columns;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getGroupBy(): array
+    {
+        return $this->groupBy;
+    }
+
+    public function applyAcl(): bool
+    {
+        return $this->applyAcl;
+    }
+
+    public function getFiltersWhere(): ?WhereItem
+    {
+        return $this->filtersWhere;
+    }
+
+    public function getChartType(): ?string
+    {
+        return $this->chartType;
+    }
+
+    /**
+     * @return ?string[]
+     */
+    public function getChartColors(): ?array
+    {
+        return $this->chartColors;
+    }
+
+    public function getChartColor(): ?string
+    {
+        return $this->chartColor;
+    }
+
+    /**
+     * @return ?stdClass[]
+     */
+    public function getChartDataList(): ?array
+    {
+        return $this->chartDataList;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getAggregatedColumns(): array
+    {
+        return $this->aggregatedColumns;
+    }
+
+    public function getColumnLabel(string $column): ?string
+    {
+        if (!isset($this->columnsData->$column)) {
+            return null;
+        }
+
+        $item = $this->columnsData->$column;
+
+        if (!is_object($item)) {
+            return null;
+        }
+
+        return $item->label ?? null;
+    }
+
+    public function getColumnType(string $column): ?string
+    {
+        if (!isset($this->columnsData->$column)) {
+            return null;
+        }
+
+        $item = $this->columnsData->$column;
+
+        if (!is_object($item)) {
+            return null;
+        }
+
+        return $item->type ?? null;
+    }
+
+    public function getColumnDecimalPlaces(string $column): ?int
+    {
+        if (!isset($this->columnsData->$column)) {
+            return null;
+        }
+
+        $item = $this->columnsData->$column;
+
+        if (!is_object($item)) {
+            return null;
+        }
+
+        return $item->decimalPlaces ?? null;
+    }
+
+    /**
+     * @param string[] $aggregatedColumns
+     */
+    public function withAggregatedColumns(array $aggregatedColumns): self
+    {
+        $obj = clone $this;
+        $obj->aggregatedColumns = $aggregatedColumns;
+
+        return $obj;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/GridType/GridBuilder.php

@@ -0,0 +1,332 @@
+<?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\Tools\Report\GridType;
+
+use Espo\Modules\Advanced\Tools\Report\GridType\Data as GridData;
+use stdClass;
+
+class GridBuilder
+{
+    private const ROUND_PRECISION = 4;
+    private const STUB_KEY = '__STUB__';
+
+    public function __construct(
+        private Util $util,
+        private Helper $helper
+    ) {}
+
+    /**
+     * @param array<string, mixed>[] $rows
+     * @param string[] $groupList
+     * @param string[] $columns
+     * @param array<string, numeric> $sums
+     * @param string[] $groups
+     */
+    public function build(
+        Data $data,
+        array $rows,
+        array $groupList,
+        array $columns,
+        array &$sums,
+        stdClass $cellValueMaps,
+        array $groups = [],
+        int $number = 0
+    ): stdClass {
+
+        $gridData = $this->buildInternal(
+            $data,
+            $rows,
+            $groupList,
+            $columns,
+            $sums,
+            $cellValueMaps,
+            $groups,
+            $number
+        );
+
+        foreach ($gridData as $k => $v) {
+            $gridData[$k] = (object) $v;
+
+            /** @var array<string, mixed> $v */
+
+            foreach ($v as $k1 => $v1) {
+                if (is_array($v1)) {
+                    $gridData[$k]->$k1 = (object) $v1;
+                }
+            }
+        }
+
+        return (object) $gridData;
+    }
+
+    /**
+     * @param array<string, mixed>[] $rows
+     * @param string[] $groupList
+     * @param string[] $columns
+     * @param array<string, numeric> $sums
+     * @param string[] $groups
+     * @return array<string|int, array<string|int, mixed>|numeric>
+     */
+    public function buildInternal(
+        Data $data,
+        array $rows,
+        array $groupList,
+        array $columns,
+        array &$sums,
+        stdClass $cellValueMaps,
+        array $groups,
+        int $number
+    ): array {
+
+        $entityType = $data->getEntityType();
+
+        if (count($data->getGroupBy()) === 0) {
+            $groupList = [self::STUB_KEY];
+        }
+
+        $k = count($groups);
+
+        $gridData = [];
+
+        if ($k <= count($groupList) - 1) {
+            $groupColumn = $groupList[$k];
+
+            $keys = [];
+
+            foreach ($rows as $row) {
+                foreach ($groups as $i => $g) {
+                    $groupAlias = $this->util->sanitizeSelectAlias($groupList[$i]);
+
+                    if ($row[$groupAlias] !== $g) {
+                        continue 2;
+                    }
+                }
+
+                $groupAlias = $this->util->sanitizeSelectAlias($groupColumn);
+
+                $key = $row[$groupAlias];
+
+                if (!in_array($key, $keys)) {
+                    $keys[] = $key;
+                }
+            }
+
+            foreach ($keys as $number => $key) {
+                $gr = $groups;
+                $gr[] = $key;
+
+                $gridData[$key] = $this->buildInternal(
+                    $data,
+                    $rows,
+                    $groupList,
+                    $columns,
+                    $sums,
+                    $cellValueMaps,
+                    $gr,
+                    $number + 1
+                );
+            }
+
+            return $gridData;
+        }
+
+        $s = &$sums;
+
+        for ($i = 0; $i < count($groups) - 1; $i++) {
+            /** @var array<string, mixed> $s */
+
+            $group = $groups[$i];
+
+            if (!array_key_exists($group, $s)) {
+                $s[$group] = [];
+            }
+
+            $s = &$s[$group];
+        }
+
+        foreach ($rows as $row) {
+            foreach ($groups as $i => $g) {
+                $groupAlias = $this->util->sanitizeSelectAlias($groupList[$i]);
+
+                if ($row[$groupAlias] != $g) {
+                    continue 2;
+                }
+            }
+
+            foreach ($columns as $column) {
+                $selectAlias = $this->util->sanitizeSelectAlias($column);
+
+                if ($this->helper->isColumnNumeric($column, $data)) {
+                    if (empty($s[$column])) {
+                        $s[$column] = 0;
+
+                        if (str_starts_with($column, 'MIN:')) {
+                            $s[$column] = null;
+                        }
+                        else if (str_starts_with($column, 'MAX:')) {
+                            $s[$column] = null;
+                        }
+                    }
+
+                    $value = str_starts_with($column, 'COUNT:') ?
+                        intval($row[$selectAlias]) :
+                        floatval($row[$selectAlias]);
+
+                    if (str_starts_with($column, 'MIN:')) {
+                        if (is_null($s[$column]) || $s[$column] >= $value) {
+                            $s[$column] = $value;
+                        }
+                    }
+                    else if (str_starts_with($column, 'MAX:')) {
+                        if (is_null($s[$column]) || $s[$column] < $value) {
+                            $s[$column] = $value;
+                        }
+                    }
+                    else if (str_starts_with($column, 'AVG:')) {
+                        $s[$column] = $s[$column] + ($value - $s[$column]) / floatval($number);
+                    }
+                    else {
+                        $s[$column] = $s[$column] + $value;
+                    }
+
+                    if (is_float($s[$column])) {
+                        $s[$column] = round($s[$column], self::ROUND_PRECISION);
+                    }
+
+                    $gridData[$column] = $value;
+
+                    continue;
+                }
+
+                $columnData = $this->helper->getDataFromColumnName($entityType, $column);
+
+                if (!property_exists($cellValueMaps, $column)) {
+                    $cellValueMaps->$column = (object) [];
+                }
+
+                $fieldType = $columnData->fieldType;
+
+                $value = null;
+
+                if (array_key_exists($selectAlias, $row)) {
+                    $value = $row[$selectAlias];
+                }
+
+                if ($fieldType === 'link') {
+                    $selectAlias = $this->util->sanitizeSelectAlias($column . 'Id');
+
+                    $value = $row[$selectAlias];
+                }
+
+                $gridData[$column] = $value;
+
+                if (!is_null($value) && !property_exists($cellValueMaps->$column, $value)) {
+                    $displayValue = $this->util->getCellDisplayValue($value, $columnData);
+
+                    if (!is_null($displayValue)) {
+                        $cellValueMaps->$column->$value = $displayValue;
+                    }
+                }
+            }
+        }
+
+        return $gridData;
+    }
+
+    /**
+     * @param string[] $columnList
+     * @param string[] $summaryColumnList
+     * @param array<string, array<string, mixed>> $rows
+     * @param string[] $groupList
+     */
+    public function buildNonSummary(
+        array $columnList,
+        array $summaryColumnList,
+        GridData $data,
+        array $rows,
+        array $groupList,
+        stdClass $cellValueMaps,
+        stdClass $nonSummaryColumnGroupMap
+    ): ?stdClass {
+
+        if (count($data->getGroupBy()) !== 2) {
+            return null;
+        }
+
+        if (count($columnList) <= count($summaryColumnList)) {
+            return (object) [];
+        }
+
+        $nonSummaryData = (object) [];
+
+        foreach ($data->getGroupBy() as $i => $groupColumn) {
+            $nonSummaryData->$groupColumn = (object) [];
+
+            $groupAlias = $this->util->sanitizeSelectAlias($groupList[$i]);
+
+            foreach ($columnList as $column) {
+                if (in_array($column, $summaryColumnList)) {
+                    continue;
+                }
+
+                if (!str_starts_with($column, $groupColumn . '.')) {
+                    continue;
+                }
+
+                $nonSummaryColumnGroupMap->$column = $groupColumn;
+
+                $columnData = $this->helper->getDataFromColumnName($data->getEntityType(), $column);
+
+                $columnKey = $column;
+
+                if ($columnData->fieldType === 'link') {
+                    $columnKey .= 'Id';
+                }
+
+                $columnAlias = $this->util->sanitizeSelectAlias($columnKey);
+
+                foreach ($rows as $row) {
+                    $groupValue = $row[$groupAlias];
+
+                    if (!property_exists($nonSummaryData->$groupColumn, $groupValue)) {
+                        $nonSummaryData->$groupColumn->$groupValue = (object) [];
+                    }
+
+                    $value = $row[$columnAlias] ?? null;
+
+                    if (is_null($value)) {
+                        continue;
+                    }
+
+                    $nonSummaryData->$groupColumn->$groupValue->$column = $value;
+
+                    if (!property_exists($cellValueMaps, $column)) {
+                        $cellValueMaps->$column = (object) [];
+                    }
+
+                    if (!property_exists($cellValueMaps->$column, $value)) {
+                        $cellValueMaps->$column->$value = $this->util->getCellDisplayValue($value, $columnData);
+                    }
+                }
+            }
+        }
+
+        return $nonSummaryData;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/GridType/Helper.php

@@ -0,0 +1,367 @@
+<?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\Tools\Report\GridType;
+
+use Espo\Core\AclManager;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Advanced\Tools\Report\GridType\Result as GridResult;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\QueryComposer\Util as QueryComposerUtil;
+
+class Helper
+{
+    /** @var string[] */
+    private array $numericFieldTypeList = [
+        'currency',
+        'currencyConverted',
+        'int',
+        'float',
+        'enumInt',
+        'enumFloat',
+        'duration',
+        'decimal',
+    ];
+
+    public function __construct(
+        private Metadata $metadata,
+        private AclManager $aclManager,
+        private EntityManager $entityManager
+    ) {}
+
+    public function getDataFromColumnName(string $entityType, string $column, ?GridResult $result = null): ColumnData
+    {
+        if ($result && $result->isJoint()) {
+            $entityType = $result->getColumnEntityTypeMap()[$column];
+            $column = $result->getColumnOriginalMap()[$column];
+        }
+
+        $field = $column;
+        $link = null;
+        $function = null;
+
+        if (str_contains($field, ':')) {
+            [$function, $field] = explode(':', $field, 2);
+        }
+
+        if (str_contains($field, ':') || str_contains($field, '(') || substr_count($field, '.') > 2) {
+            if (substr_count($field, '.') === 1 && !str_contains($field, ',')) {
+                $attrs = QueryComposerUtil::getAllAttributesFromComplexExpression($column);
+
+                if (count($attrs) === 1) {
+                    $attr = $attrs[0];
+                    [$link, $field] = explode('.', $attr);
+
+                    return new ColumnData(
+                        function: $function,
+                        field: $field,
+                        entityType: null,
+                        link: $link,
+                        fieldType: null,
+                    );
+                }
+            }
+
+            return new ColumnData(
+                function: $function,
+                field: '',
+                entityType: null,
+                link: null,
+                fieldType: null,
+            );
+        }
+
+        $fieldEntityType = $entityType;
+
+        if (str_contains($field, '.')) {
+            [$link, $field] = explode('.', $field, 2);
+
+            $fieldEntityType = $this->metadata->get(['entityDefs', $entityType, 'links', $link, 'entity']);
+        }
+
+        $fieldType = $this->metadata->get(['entityDefs', $fieldEntityType, 'fields', $field, 'type']);
+
+        return new ColumnData(
+            function: $function,
+            field: $field,
+            entityType: $fieldEntityType,
+            link: $link,
+            fieldType: $fieldType,
+        );
+    }
+
+    /**
+     * @param Data|Result $data
+     */
+    public function isColumnNumeric(string $item, $data): bool
+    {
+        if ($data instanceof Result) {
+            if (in_array($item, $data->getNumericColumnList())) {
+                return true;
+            }
+        }
+        else if ($data instanceof Data) {
+            $type = $data->getColumnType($item);
+
+            if ($type !== null) {
+                return $type == Data::COLUMN_TYPE_SUMMARY;
+            }
+        }
+
+        $columnData = $this->getDataFromColumnName($data->getEntityType(), $item);
+
+        if (in_array($columnData->function, ['COUNT', 'SUM', 'AVG'])) {
+            return true;
+        }
+
+        if (in_array($columnData->fieldType, $this->numericFieldTypeList)) {
+            return true;
+        }
+
+        return false;
+    }
+
+    public function isColumnEligibleForSubList(string $item, Data $data): bool
+    {
+        $groupBy = $data->getGroupBy()[0] ?? null;
+
+        $columnData = $this->getDataFromColumnName($data->getEntityType(), $item);
+
+        if (!str_contains($item, '.')) {
+            return true;
+        }
+
+        if (!$groupBy) {
+            return true;
+        }
+
+        if ($columnData->link === $groupBy) {
+            return false;
+        }
+
+        return true;
+    }
+
+    public function isColumnSummary(string $item, Data $data): bool
+    {
+        $type = $data->getColumnType($item);
+
+        if ($type !== null) {
+            return $type === Data::COLUMN_TYPE_SUMMARY;
+        }
+
+        $function = null;
+
+        if (strpos($item, ':') > 0) {
+            [$function] = explode(':', $item);
+        }
+
+        if (in_array($function, ['COUNT', 'SUM', 'AVG', 'MIN', 'MAX'])) {
+            return true;
+        }
+
+        return false;
+    }
+
+    public function isColumnDateFunction(string $column): bool
+    {
+        $list = [
+            'MONTH:',
+            'YEAR:',
+            'DAY:',
+            'MONTH:',
+            'YEAR:',
+            'DAY:',
+            'QUARTER:',
+            'QUARTER_',
+            'WEEK_0:',
+            'WEEK_1:',
+            'YEAR_',
+            'QUARTER_FISCAL:',
+            'YEAR_FISCAL:',
+        ];
+
+        foreach ($list as $item) {
+            if (str_starts_with($column, $item)) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+
+    public function isColumnSubListAggregated(string $item): bool
+    {
+        if (!str_contains($item, ':')) {
+            return false;
+        }
+
+        if (str_contains($item, ',')) {
+            return false;
+        }
+
+        if (str_contains($item, '.')) {
+            return false;
+        }
+
+        if (str_contains($item, '(')) {
+            return false;
+        }
+
+        $function = explode(':', $item)[0];
+
+        if ($function === 'COUNT') {
+            return false;
+        }
+
+        if (in_array($function, ['SUM', 'MAX', 'MIN', 'AVG'])) {
+            return true;
+        }
+
+        return false;
+    }
+
+    /**
+     * @param string[] $itemList
+     * @throws Forbidden
+     */
+    public function checkColumnsAvailability(string $entityType, array $itemList): void
+    {
+        foreach ($itemList as $item) {
+            $this->checkColumnAvailability($entityType, $item);
+        }
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    private function checkColumnAvailability(string $entityType, string $item): void
+    {
+        if (str_contains($item, ':')) {
+            $argumentList = QueryComposerUtil::getAllAttributesFromComplexExpression($item);
+
+            foreach ($argumentList as $argument) {
+                $this->checkColumnAvailability($entityType, $argument);
+            }
+
+            return;
+        }
+
+        $field = $item;
+
+        if (str_contains($field, '.')) {
+            [$link, $field] = explode('.', $field);
+
+            $entityType = $this->metadata->get(['entityDefs', $entityType, 'links', $link,  'entity']);
+
+            if (!$entityType) {
+                return;
+            }
+        }
+
+        if (
+            in_array($field, $this->aclManager->getScopeRestrictedFieldList($entityType, 'onlyAdmin')) ||
+            in_array($field, $this->aclManager->getScopeRestrictedFieldList($entityType, 'internal')) ||
+            in_array($field, $this->aclManager->getScopeRestrictedFieldList($entityType, 'forbidden'))
+        ) {
+            throw new Forbidden;
+        }
+    }
+
+    /**
+     * @todo Check whether it's working.
+     * @return string[]
+     */
+    public function obtainLinkColumnList(Data $data): array
+    {
+        $list = [];
+
+        foreach ($data->getGroupBy() as $item) {
+            $columnData = $this->getDataFromColumnName($data->getEntityType(), $item);
+
+            if ($columnData->function) {
+                continue;
+            }
+
+            if (!$columnData->link) {
+                if (in_array($columnData->fieldType, ['link', 'file', 'image'])) {
+                    $list[] = $item;
+                }
+
+                continue;
+            }
+
+            $entityDefs = $this->entityManager
+                ->getDefs()
+                ->getEntity($data->getEntityType());
+
+            if (!$entityDefs->hasRelation($columnData->link)) {
+                continue;
+            }
+
+            $relationType = $entityDefs
+                ->getRelation($columnData->link)
+                ->getType();
+
+            if (
+                (
+                    $relationType === Entity::BELONGS_TO ||
+                    $relationType === Entity::HAS_ONE
+                ) &&
+                in_array($columnData->fieldType, ['link', 'file', 'image'])
+            ) {
+                $list[] = $item;
+            }
+        }
+
+        return $list;
+    }
+
+    /**
+     * @param string[] $columns
+     * @return string[]
+     */
+    public function obtainLinkColumnListFromColumns(Data $data, array $columns): array
+    {
+        $typeList = [
+            'link',
+            'file',
+            'image',
+            'linkOne',
+            'linkParent',
+        ];
+
+        $list = [];
+
+        foreach ($columns as $item) {
+            $columnData = $this->getDataFromColumnName($data->getEntityType(), $item);
+
+            if ($columnData->function || $columnData->link) {
+                continue;
+            }
+
+            if (in_array($columnData->fieldType, $typeList)) {
+                $list[] = $item;
+            }
+        }
+
+        return $list;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/GridType/JointData.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\Tools\Report\GridType;
+
+class JointData
+{
+    /** @var ?array<int, object{id: string, label: string}> */
+    private ?array $joinedReportDataList;
+    private ?string $chartType;
+
+    /**
+     * @param ?array<int, object{id: string, label: string}> $joinedReportDataList
+     * @param string|null $chartType
+     */
+    public function __construct(
+        ?array $joinedReportDataList,
+        ?string $chartType
+    ) {
+        $this->joinedReportDataList = $joinedReportDataList;
+        $this->chartType = $chartType;
+    }
+
+    /**
+     * @return array<int, object{id: string, label: string}>
+     */
+    public function getJoinedReportDataList(): array
+    {
+        return $this->joinedReportDataList;
+    }
+
+    public function getChartType(): ?string
+    {
+        return $this->chartType;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/GridType/QueryPreparator.php

@@ -0,0 +1,180 @@
+<?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\Tools\Report\GridType;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Tools\Report\SelectHelper;
+use Espo\ORM\Query\Part\Condition as Cond;
+use Espo\ORM\Query\Part\Expression as Expr;
+use Espo\ORM\Query\Select;
+use Espo\ORM\Query\SelectBuilder;
+
+class QueryPreparator
+{
+    private const WHERE_TYPE_AND = 'and';
+
+    public function __construct(
+        private SelectHelper $selectHelper,
+        private SelectBuilderFactory $selectBuilderFactory,
+        private Helper $helper
+    ) {}
+
+    /**
+     * @throws Forbidden
+     * @throws BadRequest
+     */
+    public function prepare(Data $data, ?WhereItem $where, ?User $user): Select
+    {
+        [$whereItem, $havingItem] = $this->obtainWhereAndHavingItems($data);
+
+        $queryBuilder = SelectBuilder::create()
+            ->from($data->getEntityType(), lcfirst($data->getEntityType()));
+
+        $this->selectHelper->handleGroupBy($data->getGroupBy(), $queryBuilder);
+        $this->selectHelper->handleColumns($data->getAggregatedColumns(), $queryBuilder);
+        $this->selectHelper->handleOrderBy($data->getOrderBy(), $queryBuilder);
+        $this->selectHelper->handleFiltersHaving($havingItem, $queryBuilder, true);
+
+        $preFilterQuery = $queryBuilder->build();
+
+        $queryBuilder = $this->cloneWithAccessControlAndWhere($data, $where, $user, $preFilterQuery);
+
+        $this->selectHelper->handleFiltersWhere($whereItem, $queryBuilder/*, true*/);
+        $this->handleAdditional($queryBuilder);
+
+        if (!$this->useSubQuery($queryBuilder)) {
+            return $queryBuilder->build();
+        }
+
+        // @todo Remove when v8.5 is min. supported.
+        $subQuery = $queryBuilder
+            ->select(['id'])
+            ->group([])
+            ->order([])
+            ->having([])
+            ->build();
+
+        return SelectBuilder::create()
+            ->clone($preFilterQuery)
+            ->where(
+                Cond::in(Expr::column('id'), $subQuery)
+            )
+            ->build();
+    }
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     */
+    private function cloneWithAccessControlAndWhere(
+        Data $data,
+        ?WhereItem $where,
+        ?User $user,
+        Select $preFilterQuery
+    ): SelectBuilder  {
+
+        $selectBuilder = $this->selectBuilderFactory
+            ->create()
+            ->clone($preFilterQuery);
+
+        if ($user) {
+            $selectBuilder
+                ->forUser($user)
+                ->withWherePermissionCheck();
+        }
+
+        if ($user && $data->applyAcl()) {
+            $selectBuilder->withAccessControlFilter();
+        }
+
+        // @todo Revise.
+        $selectBuilder->buildQueryBuilder();
+
+        if ($where) {
+            $selectBuilder->withWhere($where);
+        }
+
+        /** @noinspection PhpUnnecessaryLocalVariableInspection */
+        $queryBuilder = $selectBuilder->buildQueryBuilder();
+
+        /*if ($where) {
+            // Supposed to be already applied by the scanner.
+            $this->selectHelper->applyLeftJoinsFromWhere($where, $queryBuilder);
+        }*/
+
+        return $queryBuilder;
+    }
+
+    /**
+     * @param Data $data
+     * @return array{0: WhereItem, 1: WhereItem}
+     */
+    private function obtainWhereAndHavingItems(Data $data): array
+    {
+        return $data->getFiltersWhere() ?
+            $this->selectHelper->splitHavingItem($data->getFiltersWhere()) :
+            [
+                WhereItem::createBuilder()
+                    ->setType(self::WHERE_TYPE_AND)
+                    ->setItemList([])
+                    ->build(),
+                WhereItem::createBuilder()
+                    ->setType(self::WHERE_TYPE_AND)
+                    ->setItemList([])
+                    ->build()
+            ];
+    }
+
+    private function useSubQuery(SelectBuilder $queryBuilder): bool
+    {
+        $isDistinct = $queryBuilder->build()->isDistinct();
+
+        if (!$isDistinct) {
+            return false;
+        }
+
+        foreach ($queryBuilder->build()->getSelect() as $selectItem) {
+            $itemExpr = $selectItem->getExpression()->getValue();
+
+            if (
+                str_starts_with($itemExpr, 'SUM:') ||
+                str_starts_with($itemExpr, 'AVG:')
+            ) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+
+    private function handleAdditional(SelectBuilder $queryBuilder): void
+    {
+        foreach ($queryBuilder->build()->getGroup() as $groupBy) {
+            $groupColumn = $groupBy->getValue();
+
+            if ($this->helper->isColumnDateFunction($groupColumn)) {
+                $queryBuilder->where(["$groupColumn!=" => null]);
+            }
+        }
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/GridType/Result.php

@@ -0,0 +1,689 @@
+<?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\Tools\Report\GridType;
+
+use stdClass;
+
+class Result
+{
+    private bool $isJoint = false;
+    /** @var string[] */
+    private array $subListColumnList;
+    private stdClass $nonSummaryColumnGroupMap;
+    private stdClass $subListData;
+    private stdClass $sums;
+    /** @var array<string, array<string, mixed>> */
+    private array $groupValueMap;
+    private stdClass $cellValueMaps;
+    private stdClass $reportData;
+    private stdClass $nonSummaryData;
+    /** @var ?string */
+    private ?string $success = null;
+    private stdClass $chartColors;
+    /** @var ?string */
+    private ?string $chartColor = null;
+    private stdClass $columnDecimalPlacesMap;
+    /** @var ?string[] */
+    private ?array $group1NonSummaryColumnList = null;
+    /** @var ?string[] */
+    private ?array $group2NonSummaryColumnList = null;
+    private ?stdClass $group1Sums = null;
+    private ?stdClass $group2Sums = null;
+
+    /** @var array<string, string> */
+    private array $columnEntityTypeMap = [];
+    /** @var array<string, string> */
+    private array $columnOriginalMap = [];
+
+    /** @var ?string[] */
+    private ?array $entityTypeList = null;
+    /** @var array<string, string> */
+    private array $columnReportIdMap = [];
+    /** @var array<string, string> */
+    private array $columnSubReportLabelMap = [];
+
+    /**
+     * @param ?string $entityType
+     * @param string[] $groupByList
+     * @param string[] $columnList
+     * @param string[] $numericColumnList
+     * @param string[] $summaryColumnList
+     * @param string[] $nonSummaryColumnList
+     * @param string[] $subListColumnList
+     * @param string[] $aggregatedColumnList
+     * @param ?stdClass $nonSummaryColumnGroupMap
+     * @param ?stdClass $subListData
+     * @param ?stdClass $sums
+     * @param ?array<string, array<string, mixed>> $groupValueMap
+     * @param ?string[] $columnNameMap
+     * @param ?string[] $columnTypeMap
+     * @param ?stdClass $cellValueMaps
+     * @param array{0?: string[], 1?: string[]} $grouping
+     * @param ?stdClass $reportData
+     * @param ?stdClass $nonSummaryData
+     * @param ?string $chartType
+     * @param ?stdClass[] $chartDataList
+     * @param ?stdClass $columnDecimalPlacesMap
+     */
+    public function __construct(
+        private ?string $entityType,
+        private array $groupByList,
+        private array $columnList,
+        private array $numericColumnList = [],
+        private array $summaryColumnList = [],
+        private array $nonSummaryColumnList = [],
+        ?array $subListColumnList = null,
+        private array $aggregatedColumnList = [],
+        ?stdClass $nonSummaryColumnGroupMap = null,
+        ?stdClass $subListData = null,
+        ?stdClass $sums = null,
+        ?array $groupValueMap = null,
+        private ?array $columnNameMap = null,
+        private ?array $columnTypeMap = null,
+        ?stdClass $cellValueMaps = null,
+        private array $grouping = [],
+        ?stdClass $reportData = null,
+        ?stdClass $nonSummaryData = null,
+        private ?string $chartType = null,
+        private ?array $chartDataList = null,
+        ?stdClass $columnDecimalPlacesMap = null,
+        private bool $emptyStringGroupExcluded = false
+    ) {
+        $this->subListColumnList = $subListColumnList ?? [];
+        $this->nonSummaryColumnGroupMap = $nonSummaryColumnGroupMap ?? (object) [];
+        $this->subListData = $subListData ?? (object) [];
+        $this->sums = $sums ?? (object) [];
+        $this->groupValueMap = $groupValueMap ?? [];
+        $this->cellValueMaps = $cellValueMaps ?? (object) [];
+        $this->reportData = $reportData ?? (object) [];
+        $this->nonSummaryData = $nonSummaryData ?? (object) [];
+        $this->columnDecimalPlacesMap = $columnDecimalPlacesMap ?? (object) [];
+        $this->chartColors = (object) [];
+    }
+
+    public function getEntityType(): ?string
+    {
+        return $this->entityType;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getGroupByList(): array
+    {
+        return $this->groupByList;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getColumnList(): array
+    {
+        return $this->columnList;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getNumericColumnList(): array
+    {
+        return $this->numericColumnList;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getSummaryColumnList(): array
+    {
+        return $this->summaryColumnList;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getNonSummaryColumnList(): array
+    {
+        return $this->nonSummaryColumnList;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getSubListColumnList(): array
+    {
+        return $this->subListColumnList;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getAggregatedColumnList(): array
+    {
+        return $this->aggregatedColumnList;
+    }
+
+    public function getNonSummaryColumnGroupMap(): stdClass
+    {
+        return $this->nonSummaryColumnGroupMap;
+    }
+
+    public function getSubListData(): stdClass
+    {
+        return $this->subListData;
+    }
+
+    public function getSums(): stdClass
+    {
+        return $this->sums;
+    }
+
+    /**
+     * @return array<string, array<string, mixed>>
+     */
+    public function getGroupValueMap(): array
+    {
+        return $this->groupValueMap;
+    }
+
+    /**
+     * @return array<string, string>|null
+     */
+    public function getColumnNameMap(): ?array
+    {
+        return $this->columnNameMap;
+    }
+
+    /**
+     * @return string[]|null
+     */
+    public function getColumnTypeMap(): ?array
+    {
+        return $this->columnTypeMap;
+    }
+
+    public function getCellValueMaps(): stdClass
+    {
+        return $this->cellValueMaps;
+    }
+
+    /**
+     * @return array{0?: string[], 1?: string[]}
+     */
+    public function getGrouping(): array
+    {
+        return $this->grouping;
+    }
+
+    public function getReportData(): stdClass
+    {
+        return $this->reportData;
+    }
+
+    public function getNonSummaryData(): stdClass
+    {
+        return $this->nonSummaryData;
+    }
+
+    public function getChartType(): ?string
+    {
+        return $this->chartType;
+    }
+
+    public function getSuccess(): ?string
+    {
+        return $this->success;
+    }
+
+    public function getChartColors(): stdClass
+    {
+        return $this->chartColors;
+    }
+
+    public function getChartColor(): ?string
+    {
+        return $this->chartColor;
+    }
+
+    /**
+     * @return ?stdClass[]
+     */
+    public function getChartDataList(): ?array
+    {
+        return $this->chartDataList;
+    }
+
+    public function getColumnDecimalPlacesMap(): stdClass
+    {
+        return $this->columnDecimalPlacesMap;
+    }
+
+    /**
+     * @return ?string[]
+     */
+    public function getGroup1NonSummaryColumnList(): ?array
+    {
+        return $this->group1NonSummaryColumnList;
+    }
+
+    /**
+     * @return ?string[]
+     */
+    public function getGroup2NonSummaryColumnList(): ?array
+    {
+        return $this->group2NonSummaryColumnList;
+    }
+
+    public function getGroup1Sums(): ?stdClass
+    {
+        return $this->group1Sums;
+    }
+
+    public function getGroup2Sums(): ?stdClass
+    {
+        return $this->group2Sums;
+    }
+
+    public function isJoint(): bool
+    {
+        return $this->isJoint;
+    }
+
+    public function setEntityType(?string $entityType): Result
+    {
+        $this->entityType = $entityType;
+        return $this;
+    }
+
+    /**
+     * @param string[] $groupByList
+     */
+    public function setGroupByList(array $groupByList): Result
+    {
+        $this->groupByList = $groupByList;
+        return $this;
+    }
+
+    /**
+     * @param string[] $columnList
+     */
+    public function setColumnList(array $columnList): Result
+    {
+        $this->columnList = $columnList;
+        return $this;
+    }
+
+    /**
+     * @param string[] $numericColumnList
+     */
+    public function setNumericColumnList(array $numericColumnList): Result
+    {
+        $this->numericColumnList = $numericColumnList;
+        return $this;
+    }
+
+    /**
+     * @param string[] $summaryColumnList
+     */
+    public function setSummaryColumnList(array $summaryColumnList): Result
+    {
+        $this->summaryColumnList = $summaryColumnList;
+        return $this;
+    }
+
+    /**
+     * @param string[] $nonSummaryColumnList
+     */
+    public function setNonSummaryColumnList(array $nonSummaryColumnList): Result
+    {
+        $this->nonSummaryColumnList = $nonSummaryColumnList;
+        return $this;
+    }
+
+    /**
+     * @param string[] $subListColumnList
+     */
+    public function setSubListColumnList(array $subListColumnList): Result
+    {
+        $this->subListColumnList = $subListColumnList;
+        return $this;
+    }
+
+    /**
+     * @param string[] $aggregatedColumnList
+     */
+    public function setAggregatedColumnList(array $aggregatedColumnList): Result
+    {
+        $this->aggregatedColumnList = $aggregatedColumnList;
+
+        return $this;
+    }
+
+    public function setNonSummaryColumnGroupMap(stdClass $nonSummaryColumnGroupMap): Result
+    {
+        $this->nonSummaryColumnGroupMap = $nonSummaryColumnGroupMap;
+
+        return $this;
+    }
+
+    public function setSubListData(stdClass $subListData): Result
+    {
+        $this->subListData = $subListData;
+
+        return $this;
+    }
+
+    public function setSums(stdClass $sums): Result
+    {
+        $this->sums = $sums;
+
+        return $this;
+    }
+
+    /**
+     * @param ?array<string, array<string, mixed>> $groupValueMap
+     * @return Result
+     */
+    public function setGroupValueMap(?array $groupValueMap): Result
+    {
+        $this->groupValueMap = $groupValueMap;
+
+        return $this;
+    }
+
+    /**
+     * @param ?string[] $columnNameMap
+     */
+    public function setColumnNameMap(?array $columnNameMap): Result
+    {
+        $this->columnNameMap = $columnNameMap;
+
+        return $this;
+    }
+
+    /**
+     * @param ?string[] $columnTypeMap
+     */
+    public function setColumnTypeMap(?array $columnTypeMap): Result
+    {
+        $this->columnTypeMap = $columnTypeMap;
+
+        return $this;
+    }
+
+    public function setCellValueMaps(?stdClass $cellValueMaps): Result
+    {
+        $this->cellValueMaps = $cellValueMaps;
+
+        return $this;
+    }
+
+    /**
+     * @param array{0?: string[], 1?: string[]} $grouping
+     */
+    public function setGrouping(array $grouping): Result
+    {
+        $this->grouping = $grouping;
+
+        return $this;
+    }
+
+    public function setReportData(stdClass $reportData): Result
+    {
+        $this->reportData = $reportData;
+
+        return $this;
+    }
+
+    public function setNonSummaryData(stdClass $nonSummaryData): Result
+    {
+        $this->nonSummaryData = $nonSummaryData;
+
+        return $this;
+    }
+
+    public function setChartType(?string $chartType): Result
+    {
+        $this->chartType = $chartType;
+
+        return $this;
+    }
+
+    public function setSuccess(?string $success): Result
+    {
+        $this->success = $success;
+        return $this;
+    }
+
+    public function setChartColors(?stdClass $chartColors): Result
+    {
+        $this->chartColors = $chartColors ?? (object) [];
+        return $this;
+    }
+
+    public function setChartColor(?string $chartColor): Result
+    {
+        $this->chartColor = $chartColor;
+
+        return $this;
+    }
+
+    /**
+     * @param ?stdClass[] $chartDataList
+     */
+    public function setChartDataList(?array $chartDataList): Result
+    {
+        $this->chartDataList = $chartDataList;
+        return $this;
+    }
+
+    public function setColumnDecimalPlacesMap(stdClass $columnDecimalPlacesMap): Result
+    {
+        $this->columnDecimalPlacesMap = $columnDecimalPlacesMap;
+        return $this;
+    }
+
+    /**
+     * @param ?string[] $group1NonSummaryColumnList
+     * @return Result
+     */
+    public function setGroup1NonSummaryColumnList(?array $group1NonSummaryColumnList): Result
+    {
+        $this->group1NonSummaryColumnList = $group1NonSummaryColumnList;
+        return $this;
+    }
+
+    /**
+     * @param ?string[] $group2NonSummaryColumnList
+     */
+    public function setGroup2NonSummaryColumnList(?array $group2NonSummaryColumnList): Result
+    {
+        $this->group2NonSummaryColumnList = $group2NonSummaryColumnList;
+        return $this;
+    }
+
+    public function setGroup1Sums(?stdClass $group1Sums): Result
+    {
+        $this->group1Sums = $group1Sums;
+
+        foreach (get_object_vars($this->group1Sums) as $k => $v) {
+            if (is_array($v)) {
+                $this->group1Sums->$k = (object) $v;
+            }
+        }
+
+        return $this;
+    }
+
+    public function setGroup2Sums(?stdClass $group2Sums): Result
+    {
+        $this->group2Sums = $group2Sums;
+
+        foreach (get_object_vars($this->group2Sums) as $k => $v) {
+            if (is_array($v)) {
+                $this->group2Sums->$k = (object) $v;
+            }
+        }
+
+        return $this;
+    }
+
+    public function setIsJoint(bool $isJoint): void
+    {
+        $this->isJoint = $isJoint;
+    }
+
+    /**
+     * @return array<string, string>
+     */
+    public function getColumnEntityTypeMap(): array
+    {
+        return $this->columnEntityTypeMap;
+    }
+
+    /**
+     * @param array<string, string> $columnEntityTypeMap
+     * @return Result
+     */
+    public function setColumnEntityTypeMap(array $columnEntityTypeMap): Result
+    {
+        $this->columnEntityTypeMap = $columnEntityTypeMap;
+        return $this;
+    }
+
+    /**
+     * @return array<string, string>
+     */
+    public function getColumnOriginalMap(): array
+    {
+        return $this->columnOriginalMap;
+    }
+
+    /**
+     * @param array<string, string> $columnOriginalMap
+     * @return Result
+     */
+    public function setColumnOriginalMap(array $columnOriginalMap): Result
+    {
+        $this->columnOriginalMap = $columnOriginalMap;
+        return $this;
+    }
+
+    /**
+     * @return ?string[]
+     */
+    public function getEntityTypeList(): ?array
+    {
+        return $this->entityTypeList;
+    }
+
+    /**
+     * @param ?string[] $entityTypeList
+     * @return Result
+     */
+    public function setEntityTypeList(?array $entityTypeList): Result
+    {
+        $this->entityTypeList = $entityTypeList;
+        return $this;
+    }
+
+    /**
+     * @return array<string, string>
+     */
+    public function getColumnReportIdMap(): array
+    {
+        return $this->columnReportIdMap;
+    }
+
+    /**
+     * @param array<string, string> $columnReportIdMap
+     * @return Result
+     */
+    public function setColumnReportIdMap(array $columnReportIdMap): Result
+    {
+        $this->columnReportIdMap = $columnReportIdMap;
+        return $this;
+    }
+
+    /**
+     * @return array<string, string>
+     */
+    public function getColumnSubReportLabelMap(): array
+    {
+        return $this->columnSubReportLabelMap;
+    }
+
+    /**
+     * @param array<string, string> $columnSubReportLabelMap
+     */
+    public function setColumnSubReportLabelMap(array $columnSubReportLabelMap): Result
+    {
+        $this->columnSubReportLabelMap = $columnSubReportLabelMap;
+        return $this;
+    }
+
+    /** @noinspection PhpUnused */
+    public function isEmptyStringGroupExcluded(): bool
+    {
+        return $this->emptyStringGroupExcluded;
+    }
+
+    public function toRaw(): stdClass
+    {
+        return (object) [
+            'type' => 'Grid',
+            'entityType' => $this->entityType, // string
+            'depth' => count($this->groupByList), // int
+            'columnList' => $this->columnList, // string[]
+            'groupByList' => $this->groupByList, // string[]
+            'numericColumnList' => $this->numericColumnList,
+            'summaryColumnList' => $this->summaryColumnList,
+            'nonSummaryColumnList' => $this->nonSummaryColumnList,
+            'subListColumnList' => $this->subListColumnList, // string[]
+            'aggregatedColumnList' => $this->aggregatedColumnList, // string[]
+            'nonSummaryColumnGroupMap' => $this->nonSummaryColumnGroupMap, // stdClass
+            'subListData' => $this->subListData, // object<stdClass[]>
+            'sums' => $this->sums, // object<int|float>
+            'groupValueMap' => $this->groupValueMap, // array<string, array<string, mixed>>
+            'columnNameMap' => $this->columnNameMap, // array<string, string>
+            'columnTypeMap' => $this->columnTypeMap, // array<string, string>
+            'cellValueMaps' => $this->cellValueMaps, // object<object> (when grouping by link)
+            'grouping' => $this->grouping, // array{string[]}|array{string[], string[]}
+            'reportData' => $this->reportData, // object<object>|object<object<object>>
+            // group => (group-value => value-map, only for grid-2
+            'nonSummaryData' => $this->nonSummaryData, // object<object<object>>
+            'success' => $this->success,
+            'chartColors' => $this->chartColors, // stdClass
+            'chartColor' => $this->chartColor, // ?string
+            'chartType' => $this->chartType, // ?string
+            'chartDataList' => $this->chartDataList, // stdClass[]
+            'columnDecimalPlacesMap' => $this->columnDecimalPlacesMap, // object<?int>
+            'group1NonSummaryColumnList' => $this->group1NonSummaryColumnList,
+            'group2NonSummaryColumnList' => $this->group2NonSummaryColumnList,
+            'group1Sums' => $this->group1Sums,
+            'group2Sums' => $this->group2Sums,
+            'isJoint' => $this->isJoint,
+            'entityTypeList' => $this->entityTypeList,
+            'columnEntityTypeMap' => (object) $this->columnEntityTypeMap,
+            'columnOriginalMap' => (object) $this->columnOriginalMap,
+            'columnReportIdMap' => (object) $this->columnReportIdMap,
+            'columnSubReportLabelMap' => (object) $this->columnSubReportLabelMap,
+            'emptyStringGroupExcluded' => $this->emptyStringGroupExcluded,
+        ];
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/GridType/RunParams.php

@@ -0,0 +1,48 @@
+<?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\Tools\Report\GridType;
+
+class RunParams
+{
+    private bool $skipRuntimeFiltersCheck;
+
+    public function __construct(
+        bool $skipRuntimeFiltersCheck = false
+    ) {
+        $this->skipRuntimeFiltersCheck = $skipRuntimeFiltersCheck;
+    }
+
+    public function skipRuntimeFiltersCheck(): bool
+    {
+        return $this->skipRuntimeFiltersCheck;
+    }
+
+    public function withSkipRuntimeFiltersCheck(bool $value = true): self
+    {
+        $obj = clone $this;
+        $obj->skipRuntimeFiltersCheck = $value;
+
+        return $obj;
+    }
+
+    public static function create(): self
+    {
+        return new self();
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/GridType/Util.php

@@ -0,0 +1,204 @@
+<?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\Tools\Report\GridType;
+
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\DateTime;
+use Espo\Core\Utils\Language;
+use Espo\Core\Utils\Metadata;
+use Espo\ORM\EntityManager;
+
+use Exception;
+
+class Util
+{
+    private int $aliasMaxLength = 128;
+
+    private Metadata $metadata;
+    private EntityManager $entityManager;
+    private Language $language;
+    private DateTime $dateTime;
+
+    public function __construct(
+        Metadata $metadata,
+        EntityManager $entityManager,
+        Language $language,
+        DateTime $dateTime,
+        Config $config
+    ) {
+        $this->metadata = $metadata;
+        $this->entityManager = $entityManager;
+        $this->language = $language;
+        $this->dateTime = $dateTime;
+
+        if ($config->get('database.platform') === 'Postgresql') {
+            $this->aliasMaxLength = 63;
+        }
+    }
+
+    public function sanitizeSelectAlias(string $alias): string
+    {
+        $alias = preg_replace('/[^A-Za-z\r\n0-9_:\'" .,\-()]+/', '', $alias) ?? '';
+
+        if (strlen($alias) > $this->aliasMaxLength) {
+            $alias = preg_replace('!\s+!', ' ', $alias);
+        }
+
+        if (strlen($alias) > $this->aliasMaxLength) {
+            $alias = substr($alias, 0, $this->aliasMaxLength);
+        }
+
+        return $alias;
+    }
+
+    /**
+     * @todo Use ColumnData object.
+     * @param scalar|string[] $value
+     * @return scalar|string[]
+     */
+    public function getCellDisplayValue($value, object $columnData)
+    {
+        /** @var ColumnData $columnData */
+
+        $displayValue = $value;
+
+        $fieldType = $columnData->fieldType;
+
+        if ($fieldType === 'link') {
+            if ($value && is_string($value)) {
+                try {
+                    /** @var ?string $foreignEntityType */
+                    $foreignEntityType = $this->metadata->get(
+                        ['entityDefs', $columnData->entityType, 'links', $columnData->field, 'entity']);
+
+                    if ($foreignEntityType) {
+                        $e = $this->entityManager->getEntityById($foreignEntityType, $value);
+
+                        if ($e) {
+                            $displayValue = $e->get('name');
+                        }
+                    }
+                } catch (Exception) {}
+            }
+        } else if ($fieldType === 'enum') {
+            $displayValue = is_string($value) ?
+                $this->language->translateOption($value, $columnData->field, $columnData->entityType) :
+                '';
+
+            $translation = $this->metadata
+                ->get(['entityDefs', $columnData->entityType, 'fields', $columnData->field, 'translation']);
+
+            $optionsReference = $this->metadata
+                ->get(['entityDefs', $columnData->entityType, 'fields', $columnData->field, 'optionsReference']);
+
+            if (!$translation && $optionsReference) {
+                $translation = str_replace('.', '.options.', $optionsReference);
+            }
+
+            if ($translation && (is_string($value) || is_int($value))) {
+                $translationMap = $this->language->get(explode('.', $translation));
+
+                if (is_array($translationMap) && array_key_exists($value, $translationMap)) {
+                    $displayValue = $translationMap[$value];
+                }
+            }
+        } else if ($fieldType === 'datetime' || $fieldType === 'datetimeOptional') {
+            if ($value && is_string($value)) {
+                $displayValue = $this->dateTime->convertSystemDateTime($value);
+            }
+        } else if ($fieldType === 'date') {
+            if ($value && is_string($value)) {
+                $displayValue = $this->dateTime->convertSystemDate($value);
+            }
+        } else if ($fieldType === 'multiEnum' || $fieldType === 'checklist' || $fieldType === 'array') {
+            if (is_array($value)) {
+                $displayValue = array_map(
+                    function ($item) use ($columnData) {
+                        return $this->language->translateOption(
+                            $item,
+                            $columnData->field,
+                            $columnData->entityType
+                        );
+                    },
+                    $value
+                );
+            }
+        }
+
+        if (is_null($displayValue)) {
+            $displayValue = $value;
+        }
+
+        return $displayValue;
+    }
+
+    public function translateGroupName(string $entityType, string $item): string
+    {
+        if (str_contains($item, ':(')) {
+            return '';
+        }
+
+        return $this->translateColumnName($entityType, $item);
+    }
+
+    public function translateColumnName(string $entityType, string $item): string
+    {
+        if (str_contains($item, ':(')) {
+            return $item;
+        }
+
+        $field = $item;
+        $function = null;
+
+        if (str_contains($item, ':')) {
+            [$function, $field] = explode(':', $item);
+        }
+
+        $groupLabel = '';
+        $entityTypeLocal = $entityType;
+
+        if (str_contains($field, '.')) {
+            [$link, $field] = explode('.', $field);
+
+            $entityTypeLocal = $this->metadata->get(['entityDefs', $entityType, 'links', $link, 'entity']);
+            //$groupLabel .= $this->language->translate($link, 'links', $entityType);
+            //$groupLabel .= '.';
+        }
+
+        if ($this->metadata->get(['entityDefs', $entityTypeLocal, 'fields', $field, 'type']) == 'currencyConverted') {
+            $field = str_replace('Converted', '', $field);
+        }
+
+        $groupLabel .= $this->language->translateLabel($field, 'fields', $entityTypeLocal);
+
+        if ($function) {
+            $functionLabel = $this->language->translateLabel($function, 'functions', 'Report');
+
+            if ($function === 'COUNT' && $field === 'id') {
+                return $functionLabel;
+            }
+
+            if ($function !== 'SUM') {
+                $groupLabel = $functionLabel . ': ' . $groupLabel;
+            }
+        }
+
+        return $groupLabel;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/Jobs/Send.php

@@ -0,0 +1,159 @@
+<?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\Tools\Report\Jobs;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Job\Job;
+use Espo\Core\Job\Job\Data;
+use Espo\Core\Select\SearchParams;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Log;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Business\Report\EmailBuilder;
+use Espo\Modules\Advanced\Entities\Report as ReportEntity;
+use Espo\Modules\Advanced\Tools\Report\ListType\Result as ListResult;
+use Espo\Modules\Advanced\Tools\Report\SendingService;
+use Espo\Modules\Advanced\Tools\Report\Service;
+use Espo\ORM\EntityManager;
+use LogicException;
+use RuntimeException;
+
+class Send implements Job
+{
+    private const LIST_REPORT_MAX_SIZE = 3000;
+
+    private Config $config;
+    private Service $service;
+    private EntityManager $entityManager;
+    private SendingService $sendingService;
+    private EmailBuilder $emailBuilder;
+    private Log $log;
+
+    public function __construct(
+        Config $config,
+        Service $service,
+        EntityManager $entityManager,
+        SendingService $sendingService,
+        EmailBuilder $emailBuilder,
+        Log $log
+    ) {
+        $this->config = $config;
+        $this->service = $service;
+        $this->entityManager = $entityManager;
+        $this->sendingService = $sendingService;
+        $this->emailBuilder = $emailBuilder;
+        $this->log = $log;
+    }
+
+    /**
+     * @throws BadRequest
+     * @throws Error
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    public function run(Data $data): void
+    {
+        $data = $data->getRaw();
+
+        $reportId = $data->reportId;
+        $userId = $data->userId;
+
+        /** @var ?ReportEntity $report */
+        $report = $this->entityManager->getEntityById(ReportEntity::ENTITY_TYPE, $reportId);
+
+        if (!$report) {
+            throw new RuntimeException("Report Sending: No report $reportId.");
+        }
+
+        /** @var ?User $user */
+        $user = $this->entityManager->getEntityById(User::ENTITY_TYPE, $userId);
+
+        if (!$user) {
+            throw new RuntimeException("Report Sending: No user $userId.");
+        }
+
+        if ($report->getType() === ReportEntity::TYPE_LIST) {
+            $searchParams = SearchParams::create()
+                ->withMaxSize($this->getSendingListMaxCount());
+
+            $orderByList = $report->getOrderByList();
+
+            if ($orderByList) {
+                $arr = explode(':', $orderByList);
+
+                /**
+                 * @var 'ASC'|'DESC' $orderDirection
+                 * @noinspection PhpRedundantVariableDocTypeInspection
+                 */
+                $orderDirection = strtoupper($arr[0]);
+
+                $searchParams = $searchParams
+                    ->withOrderBy($arr[1])
+                    ->withOrder($orderDirection);
+            }
+
+            $result = $this->service->runList($reportId, $searchParams, $user);
+        }
+        else {
+            $result = $this->service->runGrid($reportId, null, $user);
+        }
+
+        $reportResult = $result;
+
+        if ($result instanceof ListResult) {
+            $reportResult = [];
+
+            foreach ($result->getCollection() as $e) {
+                $reportResult[] = get_object_vars($e->getValueMap());
+            }
+
+            if (
+                count($reportResult) === 0 &&
+                $report->get('emailSendingDoNotSendEmptyReport')
+            ) {
+                $this->log->debug('Report Sending: Report ' . $report->get('name') . ' is empty and was not sent.');
+
+                return;
+            }
+        }
+
+        if ($reportResult instanceof ListResult) {
+            throw new LogicException();
+        }
+
+        $attachmentId = $this->sendingService->getExportAttachmentId($report, $result, null, $user);
+
+        $this->emailBuilder->buildEmailData($data, $reportResult, $report);
+
+        $this->emailBuilder->sendEmail(
+            $data->userId,
+            $data->emailSubject,
+            $data->emailBody,
+            $attachmentId
+        );
+    }
+
+    private function getSendingListMaxCount(): int
+    {
+        return $this->config->get('reportSendingListMaxCount', self::LIST_REPORT_MAX_SIZE);
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/JointGridExecutor.php

@@ -0,0 +1,569 @@
+<?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\Tools\Report;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Core\Utils\Language;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Advanced\Reports\GridReport;
+use Espo\Modules\Advanced\Tools\Report\GridType\Helper as GridHelper;
+use Espo\Modules\Advanced\Tools\Report\GridType\JointData;
+use Espo\Modules\Advanced\Tools\Report\GridType\Result as GridResult;
+use Espo\Modules\Advanced\Tools\Report\GridType\ResultHelper;
+use Espo\Modules\Advanced\Tools\Report\GridType\Util as GridUtil;
+use Espo\ORM\EntityManager;
+
+use LogicException;
+
+class JointGridExecutor
+{
+    private const STUB_KEY = '__STUB__';
+
+    private EntityManager $entityManager;
+    private ReportHelper $reportHelper;
+    private GridHelper $gridHelper;
+    private ResultHelper $resultHelper;
+    private Language $language;
+    private GridUtil $gridUtil;
+    private Service $service;
+
+    public function __construct(
+        EntityManager $entityManager,
+        ReportHelper $reportHelper,
+        GridHelper $gridHelper,
+        ResultHelper $resultHelper,
+        Language $language,
+        GridUtil $gridUtil,
+        Service $service
+    ) {
+        $this->entityManager = $entityManager;
+        $this->reportHelper = $reportHelper;
+        $this->gridHelper = $gridHelper;
+        $this->resultHelper = $resultHelper;
+        $this->language = $language;
+        $this->gridUtil = $gridUtil;
+        $this->service = $service;
+    }
+
+    /**
+     * @param ?array<string, ?WhereItem> $idWhereMap
+     * @throws Error
+     * @throws Forbidden
+     */
+    public function execute(
+        JointData $data,
+        ?User $user = null,
+        ?array $idWhereMap = null
+    ): GridResult {
+
+        if ($data->getJoinedReportDataList() === []) {
+            throw new Error("Bad report.");
+        }
+
+        $result = null;
+        $groupColumn = null;
+        $reportList = [];
+        $groupCount = null;
+
+        foreach ($data->getJoinedReportDataList() as $item) {
+            if (empty($item->id)) {
+                throw new Error("Bad report.");
+            }
+
+            /** @var ?Report $report */
+            $report = $this->entityManager->getEntity(Report::ENTITY_TYPE, $item->id);
+
+            if (!$report) {
+                throw new Error("Sub-report $item->id doesn't exist.");
+            }
+
+            $reportList[] = $report;
+        }
+
+        foreach ($data->getJoinedReportDataList() as $i => $item) {
+            $report = $reportList[$i];
+
+            $where = null;
+
+            if ($idWhereMap && isset($idWhereMap[$item->id])) {
+                $where = $idWhereMap[$item->id];
+            }
+
+            if ($report->isInternal()) {
+                $reportObj = $this->reportHelper->createInternalReport($report);
+
+                if (!$reportObj instanceof GridReport) {
+                    throw new Error("Bad report class.");
+                }
+
+                $subReportResult = $reportObj->run($where, $user);
+            }
+            else {
+                if ($report->getType() !== Report::TYPE_GRID) {
+                    throw new Error("Bad sub-report.");
+                }
+
+                $this->reportHelper->checkReportCanBeRun($report);
+
+                $subReportResult = $this->service->executeGridReport(
+                    $this->reportHelper->fetchGridDataFromReport($report),
+                    $where,
+                    $user
+                );
+            }
+
+            $subReportNumericColumnList = $subReportResult->getNumericColumnList();
+            $subReportAggregatedColumnList = $subReportResult->getAggregatedColumnList();
+
+            $subReportResult->setColumnOriginalMap([]);
+            $subReportResult->setNumericColumnList([]);
+            $subReportResult->setAggregatedColumnList([]);
+
+            $columnToUnsetList = [];
+            $columnOriginalMap = $subReportResult->getColumnOriginalMap();
+            $subReportColumnList = $subReportResult->getColumnList();
+
+            foreach ($subReportColumnList as &$columnPointer) {
+                $originalColumnName = $columnPointer;
+
+                $newColumnName = $columnPointer . '@'. $i;
+
+                $columnOriginalMap[$newColumnName] = $columnPointer;
+
+                if (in_array($originalColumnName, $subReportNumericColumnList)) {
+                    $subReportResult->setNumericColumnList(
+                        array_merge(
+                            $subReportResult->getNumericColumnList(),
+                            [$newColumnName]
+                        )
+                    );
+                }
+
+                if (
+                    $subReportAggregatedColumnList &&
+                    in_array($originalColumnName, $subReportAggregatedColumnList)
+                ) {
+                    $subReportResult->setAggregatedColumnList(
+                        array_merge(
+                            $subReportResult->getAggregatedColumnList(),
+                            [$newColumnName]
+                        )
+                    );
+                }
+
+                if (!in_array($columnPointer, $subReportAggregatedColumnList)) {
+                    $columnToUnsetList[] = $newColumnName;
+                }
+
+                $columnPointer = $newColumnName;
+            }
+
+            $subReportColumnList = array_values(array_filter(
+                $subReportColumnList,
+                function (string $item) use ($columnToUnsetList) {
+                    return !in_array($item, $columnToUnsetList);
+                }
+            ));
+
+            $subReportResult->setColumnList($subReportColumnList);
+            $subReportResult->setColumnOriginalMap($columnOriginalMap);
+
+            $sums = [];
+
+            foreach (get_object_vars($subReportResult->getSums()) as $key => $sum) {
+                $sums[$key . '@'. $i] = $sum;
+            }
+
+            $subReportResult->setSums((object) $sums);
+
+            $columnNameMap = [];
+
+            foreach ($subReportResult->getColumnNameMap() as $key => $name) {
+                if (!str_contains($key, '.')) {
+                    if (!empty($item->label)) {
+                        $name = $item->label . ' · ' . $name;
+                    }
+                }
+
+                $columnNameMap[$key . '@'. $i] = $name;
+            }
+
+            $subReportResult->setColumnNameMap($columnNameMap);
+
+            $columnTypeMap = [];
+
+            foreach ($subReportResult->getColumnTypeMap() as $key => $type) {
+                $columnTypeMap[$key . '@'. $i] = $type;
+            }
+
+            $subReportResult->setColumnTypeMap($columnTypeMap);
+
+            $columnDecimalPlacesMap = [];
+
+            foreach (get_object_vars($subReportResult->getColumnDecimalPlacesMap()) as $key => $type) {
+                $columnDecimalPlacesMap[$key . '@'. $i] = $type;
+            }
+
+            $subReportResult->setColumnDecimalPlacesMap((object) $columnDecimalPlacesMap);
+
+            $chartColors = [];
+
+            if ($subReportResult->getChartColor()) {
+                $chartColors[$subReportResult->getColumnList()[0]] = $subReportResult->getChartColor();
+            }
+
+            foreach (get_object_vars($subReportResult->getChartColors()) as $key => $color) {
+                $chartColors[$key . '@'. $i] = $color;
+            }
+
+            $subReportResult->setChartColors((object) $chartColors);
+
+            $cellValueMaps = (object) [];
+
+            foreach (get_object_vars($subReportResult->getCellValueMaps()) as $column => $map) {
+                $cellValueMaps->{$column . '@'. $i} = $map;
+            }
+
+            $subReportResult->setCellValueMaps($cellValueMaps);
+
+            $reportData = $subReportResult->getReportData();
+
+            foreach (get_object_vars($subReportResult->getReportData()) as $key => $dataItem) {
+                $newDataItem = (object) [];
+
+                foreach (get_object_vars($dataItem) as $key1 => $value) {
+                    $newDataItem->{$key1 . '@'. $i} = $value;
+                }
+
+                $reportData->$key = $newDataItem;
+            }
+
+            $subReportResult->setReportData($reportData);
+
+            if ($i === 0) {
+                $groupCount = count($report->getGroupBy());
+
+                if ($groupCount) {
+                    $groupColumn = $report->getGroupBy()[0];
+                }
+
+                if ($groupCount > 2) {
+                    throw new Error("Grouping by 2 columns is not supported in joint reports.");
+                }
+
+                $result = $subReportResult;
+
+                $result->setEntityTypeList([$report->getTargetEntityType()]);
+                $result->setColumnEntityTypeMap([]);
+                $result->setColumnReportIdMap([]);
+                $result->setColumnSubReportLabelMap([]);
+            } else {
+                if ($groupCount === null) {
+                    throw new LogicException();
+                }
+
+                if (count($report->getGroupBy()) !== $groupCount) {
+                    throw new Error("Sub-reports must have the same Group By number.");
+                }
+
+                foreach ($subReportResult->getColumnList() as $column) {
+                    $columnList = $result->getColumnList();
+                    $columnList[] = $column;
+                    $result->setColumnList($columnList);
+                }
+
+                foreach (get_object_vars($subReportResult->getSums()) as $key => $value) {
+                    $sums = $result->getSums();
+                    $sums->$key = $value;
+                    $result->setSums($sums);
+                }
+
+                foreach (($subReportResult->getColumnNameMap() ?? []) as $key => $name) {
+                    $map = $result->getColumnNameMap();
+                    $map[$key] = $name;
+                    $result->setColumnNameMap($map);
+                }
+
+                foreach (($subReportResult->getColumnTypeMap() ?? []) as $key => $type) {
+                    $map = $result->getColumnTypeMap();
+                    $map[$key] = $type;
+                    $result->setColumnTypeMap($map);
+                }
+
+                foreach (get_object_vars($subReportResult->getChartColors()) as $key => $value) {
+                    $map = $result->getChartColors();
+                    $map->$key = $value;
+                    $result->setChartColors($map);
+                }
+
+                foreach ($subReportResult->getColumnOriginalMap() as $key => $value) {
+                    $map = $result->getColumnOriginalMap();
+                    $map[$key] = $value;
+                    $result->setColumnOriginalMap($map);
+                }
+
+                foreach (get_object_vars($subReportResult->getCellValueMaps()) as $column => $value) {
+                    $map = $result->getCellValueMaps();
+                    $map->$column = $value;
+                    $result->setCellValueMaps($map);
+                }
+
+                foreach ($subReportResult->getGroupValueMap() as $group => $v) {
+                    $map = $result->getGroupValueMap();
+
+                    if (!array_key_exists($group, $map)) {
+                        continue;
+                    }
+
+                    $map[$group] = array_replace($map[$group], $v);
+
+                    $result->setGroupValueMap($map);
+                }
+
+                foreach ($subReportResult->getNumericColumnList() as $item1) {
+                    $list = $result->getNumericColumnList();
+                    $list[] = $item1;
+                    $result->setNumericColumnList($list);
+                }
+
+                foreach ($subReportResult->getAggregatedColumnList() as $item1) {
+                    $list = $result->getAggregatedColumnList();
+                    $list[] = $item1;
+                    $result->setAggregatedColumnList($list);
+                }
+
+                foreach (($subReportResult->getGrouping()[0] ?? []) as $groupName) {
+                    if (in_array($groupName, $result->getGrouping()[0] ?? [])) {
+                        continue;
+                    }
+
+                    $list = $result->getGrouping()[0] ?? [];
+                    $list[] = $groupName;
+                    $result->setGrouping([$list]);
+                }
+
+                foreach (get_object_vars($subReportResult->getReportData()) as $key => $dataItem) {
+                    $reportData = $result->getReportData();
+
+                    if (property_exists($reportData, $key)) {
+                        foreach (get_object_vars($dataItem) as $key1 => $value) {
+                            $reportData->$key->$key1 = $value;
+                        }
+                    } else {
+                        $reportData->$key = $dataItem;
+                    }
+
+                    $result->setReportData($reportData);
+                }
+
+                $entityTypeList = $result->getEntityTypeList() ?? [];
+                $entityTypeList[] = $report->getTargetEntityType();
+                $result->setEntityTypeList($entityTypeList);
+            }
+
+            foreach ($subReportResult->getColumnList() as $column) {
+                $columnEntityTypeMap = $result->getColumnEntityTypeMap();
+                $columnReportIdMap = $result->getColumnReportIdMap();
+                $columnSubReportLabelMap = $result->getColumnSubReportLabelMap();
+
+                $columnEntityTypeMap[$column] = $report->getTargetEntityType();
+                $columnReportIdMap[$column] = $report->getId();
+
+                $columnSubReportLabelMap[$column] = !empty($item->label) ?
+                    $item->label :
+                    $this->language->translateLabel($report->getTargetEntityType(), 'scopeNamesPlural');
+
+                $result->setColumnEntityTypeMap($columnEntityTypeMap);
+                $result->setColumnReportIdMap($columnReportIdMap);
+                $result->setColumnSubReportLabelMap($columnSubReportLabelMap);
+            }
+        }
+
+        if (
+            $groupColumn &&
+            isset($result->getGrouping()[0])
+        ) {
+            $list = $result->getGrouping()[0];
+            $this->resultHelper->prepareGroupingRange($groupColumn, $list);
+
+            $result->setGrouping([$list]);
+        }
+
+        foreach (get_object_vars($result->getReportData()) as $key => $dataItem) {
+            foreach ($result->getColumnList() as $column) {
+                if (property_exists($dataItem, $column)) {
+                    continue;
+                }
+
+                $originalColumn = $result->getColumnOriginalMap()[$column];
+                $originalEntityType = $result->getColumnEntityTypeMap()[$column];
+
+                [, $i] = explode('@', $column);
+
+                $i = (int) $i;
+
+                $report = $reportList[$i];
+
+                $gridData = $this->reportHelper->fetchGridDataFromReport($report);
+
+                $reportData = $result->getReportData();
+
+                if ($this->gridHelper->isColumnNumeric($originalColumn, $gridData)) {
+                    $reportData->$key->$column = 0;
+
+                    continue;
+                }
+
+                $value = null;
+
+                if ($groupColumn && $groupColumn !== self::STUB_KEY) {
+                    $subReportGroupColumn = $report->getGroupBy()[0];
+
+                    if (str_starts_with($originalColumn, $subReportGroupColumn)) {
+                        $displayValue = null;
+
+                        $columnData = $this->gridHelper->getDataFromColumnName($originalEntityType, $originalColumn);
+
+                        $e = $this->entityManager->getEntity($columnData->entityType, $key);
+
+                        if ($e) {
+                            $value = $e->get($columnData->field);
+
+                            if ($columnData->fieldType === 'link') {
+                                $value = $e->get($columnData->field . 'Id');
+
+                                $displayValue = $e->get($columnData->field . 'Name');
+                            } else {
+                                $displayValue = $this->gridUtil->getCellDisplayValue($value, $columnData);
+                            }
+                        }
+
+                        if (!is_null($displayValue)) {
+                            $maps = $result->getCellValueMaps();
+
+                            if (!property_exists($maps, $column)) {
+                                $maps->$column = (object) [];
+                            }
+
+                            $maps->$column->$value = $displayValue;
+
+                            $result->setCellValueMaps($maps);
+                        }
+                    }
+                }
+
+                $reportData->$key->$column = $value;
+
+                $result->setReportData($reportData);
+            }
+        }
+
+        $this->setSummaryColumnList($result, $reportList);
+
+        $result->setSubListColumnList([]);
+        $result->setChartType($data->getChartType());
+        $result->setIsJoint(true);
+
+        $this->setChartColors($result);
+        $this->setChartDataList($reportList, $result);
+
+        return $result;
+    }
+
+    /**
+     * @param Report[] $reportList
+     */
+    private function setChartDataList(array $reportList, GridResult $result): void
+    {
+        $chartColumnList = [];
+        $chartY2ColumnList = [];
+
+        foreach ($reportList as $i => $report) {
+            $gridData = $this->reportHelper->fetchGridDataFromReport($report);
+
+            $itemDataList = $gridData->getChartDataList();
+
+            if ($itemDataList && count($itemDataList)) {
+                foreach ($itemDataList[0]->columnList ?? [] as $item) {
+                    $chartColumnList[] = $item . '@' . $i;
+                }
+
+                foreach ($itemDataList[0]->y2ColumnList ?? [] as $item) {
+                    $chartY2ColumnList[] = $item . '@' . $i;
+                }
+            }
+        }
+
+        if ($chartColumnList === [] && $chartY2ColumnList === []) {
+            return;
+        }
+
+        $result->setChartDataList([
+            (object) [
+                'columnList' => $chartColumnList,
+                'y2ColumnList' => $chartY2ColumnList,
+            ]
+        ]);
+    }
+
+    private function setChartColors(GridResult $result): void
+    {
+        $colorList = [];
+        $chartColors = $result->getChartColors();
+
+        foreach (get_object_vars($chartColors) as $key => $value) {
+            if (in_array($value, $colorList)) {
+                unset($chartColors->$key);
+            }
+
+            $colorList[] = $value;
+        }
+
+        if (array_keys(get_object_vars($chartColors)) === []) {
+            $chartColors = null;
+        }
+
+        $result->setChartColors($chartColors);
+    }
+
+    /**
+     * @param Report[] $reportList
+     */
+    private function setSummaryColumnList(GridResult $result, array $reportList): void
+    {
+        $summaryColumnList = [];
+
+        foreach ($result->getColumnList() as $column) {
+            [, $i] = explode('@', $column);
+
+            $report = $reportList[$i];
+
+            $gridData = $this->reportHelper->fetchGridDataFromReport($report);
+
+            if ($this->gridHelper->isColumnSummary($column, $gridData)) {
+                $summaryColumnList[] = $column;
+            }
+        }
+
+        $result->setSummaryColumnList($summaryColumnList);
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ListExportService.php

@@ -0,0 +1,214 @@
+<?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\Tools\Report;
+
+use Espo\Core\Acl\Table as AclTable;
+use Espo\Core\AclManager;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Select\SearchParams;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Advanced\Tools\Report\ListType\ExportParams;
+use Espo\Modules\Advanced\Tools\Report\ListType\RunParams as ListRunParams;
+use Espo\Modules\Advanced\Tools\Report\ListType\SubReportParams;
+use Espo\ORM\Defs as OrmDefs;
+use Espo\ORM\EntityManager;
+use Espo\Tools\Export\Export as ExportTool;
+use Espo\Tools\Export\Params as ExportToolParams;
+
+class ListExportService
+{
+    private AclManager $aclManager;
+    private InjectableFactory $injectableFactory;
+    private Service $service;
+    private OrmDefs $ormDefs;
+    private EntityManager $entityManager;
+
+    public function __construct(
+        AclManager $aclManager,
+        InjectableFactory $injectableFactory,
+        Service $service,
+        OrmDefs $ormDefs,
+        EntityManager $entityManager
+    ) {
+        $this->aclManager = $aclManager;
+        $this->injectableFactory = $injectableFactory;
+        $this->service = $service;
+        $this->ormDefs = $ormDefs;
+        $this->entityManager = $entityManager;
+    }
+
+    /**
+     * @throws Error
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    public function export(
+        string $id,
+        SearchParams $searchParams,
+        ExportParams $exportParams,
+        ?SubReportParams $subReportParams = null,
+        ?User $user = null
+    ): string {
+
+        $runParams = ListRunParams::create()->withIsExport();
+
+        if (
+            $user &&
+            $this->aclManager->getPermissionLevel($user, 'exportPermission') !== AclTable::LEVEL_YES
+        ) {
+            throw new Forbidden("Export is forbidden.");
+        }
+
+        if ($exportParams->getFieldList() === null) {
+            $runParams = $runParams->withFullSelect();
+        }
+        else {
+            $customColumnList = [];
+
+            foreach ($exportParams->getFieldList() as $item) {
+                $value = $item;
+
+                if (strpos($item, '_') !== false) {
+                    $value = str_replace('_', '.', $item);
+                }
+
+                $customColumnList[] = $value;
+            }
+
+            $runParams = $runParams->withCustomColumnList($customColumnList);
+        }
+
+        if ($exportParams->getIds()) {
+            $searchParams = $searchParams->withWhereAdded(
+                WhereItem::createBuilder()
+                    ->setAttribute('id')
+                    ->setType('equals')
+                    ->setValue($exportParams->getIds())
+                    ->build()
+            );
+        }
+
+        if ($subReportParams) {
+            $searchParams = $searchParams->withSelect($exportParams->getAttributeList());
+        }
+
+        $reportResult = $subReportParams ?
+            $this->service->runSubReportList(
+                $id,
+                $searchParams,
+                $subReportParams,
+                $user,
+                $runParams
+            ) :
+            $this->service->runList(
+                $id,
+                $searchParams,
+                $user,
+                $runParams
+            );
+
+        $collection = $reportResult->getCollection();
+
+        /** @var ?Report $report */
+        $report = $this->entityManager->getEntityById(Report::ENTITY_TYPE, $id);
+
+        if (!$report) {
+            throw new NotFound("Report $id not found.");
+        }
+
+        $entityType = $report->getTargetEntityType();
+
+        if (
+            $user &&
+            !$this->aclManager->checkScope($user, $entityType, AclTable::ACTION_READ)
+        ) {
+            throw new Forbidden("No 'read' access for '$entityType' scope.");
+        }
+
+        $attributeList = null;
+
+        if ($exportParams->getAttributeList()) {
+            $attributeList = [];
+
+            foreach ($exportParams->getAttributeList() as $attribute) {
+                if (strpos($attribute, '_')) {
+                    [$link, $field] = explode('_', $attribute);
+
+                    $foreignType = $this->getForeignFieldType($entityType, $link, $field);
+
+                    if ($foreignType === 'link') {
+                        $attributeList[] = $attribute . 'Id';
+                        $attributeList[] = $attribute . 'Name';
+
+                        continue;
+                    }
+                }
+
+                $attributeList[] = $attribute;
+            }
+        }
+
+        $export = $this->injectableFactory->create(ExportTool::class);
+
+        $exportParamsNew = ExportToolParams::create($entityType)
+            ->withAttributeList($attributeList)
+            ->withFieldList($exportParams->getFieldList())
+            ->withFormat($exportParams->getFormat())
+            ->withName($report->getName())
+            ->withFileName($report->getName() . ' ' . date('Y-m-d'));
+
+        foreach ($exportParams->getParams() as $k => $v) {
+            $exportParamsNew = $exportParamsNew->withParam($k, $v);
+        }
+
+        return $export
+            ->setParams($exportParamsNew)
+            ->setCollection($collection)
+            ->run()
+            ->getAttachmentId();
+    }
+
+    private function getForeignFieldType(string $entityType, string $link, string $field): ?string
+    {
+        $entityDefs = $this->ormDefs->getEntity($entityType);
+
+        if (!$entityDefs->hasRelation($link)) {
+            return null;
+        }
+
+        $relationDefs = $entityDefs->getRelation($link);
+
+        if (!$relationDefs->hasForeignEntityType()) {
+            return null;
+        }
+
+        $entityDefs = $this->ormDefs->getEntity($relationDefs->getForeignEntityType());
+
+        if (!$entityDefs->hasField($field)) {
+            return null;
+        }
+
+        return $entityDefs->getField($field)->getType();
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ListType/Data.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\Tools\Report\ListType;
+
+use Espo\Core\Select\Where\Item as WhereItem;
+
+use stdClass;
+
+class Data
+{
+    /** @var string[] */
+    private array $columns;
+    /** @var ?string */
+    private ?string $orderBy;
+
+    /**
+     * @param string[] $columns
+     */
+    public function __construct(
+        private string $entityType,
+        array $columns,
+        ?string $orderBy,
+        private ?stdClass $columnsData,
+        private ?WhereItem $filtersWhere
+    ) {
+        $this->columns = $columns;
+        $this->orderBy = $orderBy;
+    }
+
+    public function getEntityType(): string
+    {
+        return $this->entityType;
+    }
+
+    /**
+     * @return string[]
+     */
+    public function getColumns(): array
+    {
+        return $this->columns;
+    }
+
+    public function getOrderBy(): ?string
+    {
+        return $this->orderBy;
+    }
+
+    public function getColumnsData(): ?stdClass
+    {
+        return $this->columnsData;
+    }
+
+    /**
+     * @param string[] $columns
+     */
+    public function withColumns(array $columns): self
+    {
+        $obj = clone $this;
+        $obj->columns = $columns;
+
+        return $obj;
+    }
+
+    public function getFiltersWhere(): ?WhereItem
+    {
+        return $this->filtersWhere;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ListType/ExportParams.php

@@ -0,0 +1,74 @@
+<?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\Tools\Report\ListType;
+
+class ExportParams
+{
+
+    /**
+     * @param ?string[] $attributeList
+     * @param ?string[] $fieldList
+     * @param ?string[] $ids
+     * @param ?array<string, mixed> $params
+     */
+    public function __construct(
+        private ?array $attributeList,
+        private ?array $fieldList,
+        private ?string $format,
+        private ?array $ids,
+        private ?array $params
+    ) {}
+
+    /**
+     * @return ?string[]
+     */
+    public function getAttributeList(): ?array
+    {
+        return $this->attributeList;
+    }
+
+    /**
+     * @return ?string[]
+     */
+    public function getFieldList(): ?array
+    {
+        return $this->fieldList;
+    }
+
+    public function getFormat(): ?string
+    {
+        return $this->format;
+    }
+
+    /**
+     * @return ?string[]
+     */
+    public function getIds(): ?array
+    {
+        return $this->ids;
+    }
+
+    /**
+     * @return ?array<string, mixed>
+     */
+    public function getParams(): ?array
+    {
+        return $this->params;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ListType/QueryPreparator.php

@@ -0,0 +1,196 @@
+<?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\Tools\Report\ListType;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\SearchParams;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Core\Select\Where\ItemBuilder as WhereItemBuilder;
+use Espo\Core\Utils\Config;
+use Espo\Entities\Preferences;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Tools\Report\SelectHelper;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Query\Part\Selection;
+use Espo\ORM\Query\SelectBuilder;
+
+class QueryPreparator
+{
+    public function __construct(
+        private SelectHelper $selectHelper,
+        private SelectBuilderFactory $selectBuilderFactory,
+        private Config $config,
+        private EntityManager $entityManager
+    ) {}
+
+    /**
+     * Complex expression check is not applied for search parameters as it's supposed
+     * to be checked the by runtime filter checker.
+     *
+     * @throws Forbidden
+     * @throws BadRequest
+     */
+    public function prepare(
+        Data $data,
+        ?SearchParams $searchParams = null,
+        ?User $user = null
+    ): SelectBuilder {
+
+        $searchParams = $searchParams ?? SearchParams::create();
+
+        $orderBy = $searchParams->getOrderBy();
+        $order = $searchParams->getOrder();
+
+        if ($orderBy && str_contains($orderBy, '_')) {
+            $searchParams = $searchParams
+                ->withOrderBy(null);
+        }
+
+        if ($searchParams->getWhere() && $user) {
+            $searchParams = $this->applyTimeZoneToSearchParams($searchParams, $user);
+        }
+
+        $selectBuilder = $this->selectBuilderFactory
+            ->create()
+            ->from($data->getEntityType())
+            ->withSearchParams($searchParams->withSelect(['id']));
+
+        if ($user) {
+            $selectBuilder
+                ->forUser($user)
+                ->withWherePermissionCheck()
+                ->withAccessControlFilter();
+        }
+
+        // Applies access control check.
+        $intermediateQuery = $selectBuilder->build();
+
+        $selectBuilder = $this->selectBuilderFactory
+            ->create()
+            ->from($data->getEntityType())
+            ->withSearchParams($searchParams);
+
+        if ($user) {
+            $selectBuilder
+                ->forUser($user)
+                ->withAccessControlFilter();
+        }
+
+        $queryBuilder = $selectBuilder
+            ->buildQueryBuilder()
+            ->from($data->getEntityType(), lcfirst($data->getEntityType()));
+
+        if ($data->getColumns() !== []) {
+            // Add columns applied from order-by.
+
+            $queryBuilder->select(
+                // Prevent issue in ORM (as of v7.5).
+                array_map(function (Selection $selection) {
+                    return !$selection->getAlias() ?
+                        $selection->getExpression() :
+                        $selection;
+                }, $intermediateQuery->getSelect())
+            );
+
+            $this->selectHelper->handleColumns($data->getColumns(), $queryBuilder);
+        }
+
+        if ($data->getFiltersWhere()) {
+            [$whereItem, $havingItem] = $this->selectHelper->splitHavingItem($data->getFiltersWhere());
+
+            $this->selectHelper->handleFiltersWhere($whereItem, $queryBuilder);
+            $this->selectHelper->handleFiltersHaving($havingItem, $queryBuilder);
+        }
+
+        if ($orderBy) {
+            $this->selectHelper->handleOrderByForList($orderBy, $order, $queryBuilder);
+        }
+
+        if ($searchParams->getWhere()) {
+            /** @noinspection PhpDeprecationInspection */
+            $this->selectHelper->applyDistinctFromWhere($searchParams->getWhere(), $queryBuilder);
+        }
+
+        return $queryBuilder;
+    }
+
+    private function applyTimeZoneToSearchParams(SearchParams $searchParams, User $user): SearchParams
+    {
+        $where = $searchParams->getWhere();
+
+        if (!$where) {
+            return $searchParams;
+        }
+
+        return $searchParams->withWhere(
+            $this->addUserTimeZoneToWhere($where, $user)
+        );
+    }
+
+    private function addUserTimeZoneToWhere(WhereItem $item, User $user, ?string $timeZone = null): WhereItem
+    {
+        $timeZone ??= $this->getUserTimeZone($user);
+
+        if (
+            $item->getType() === WhereItem\Type::AND ||
+            $item->getType() === WhereItem\Type::OR
+        ) {
+            $items = [];
+
+            foreach ($item->getItemList() as $subItem) {
+                $items[] = $this->addUserTimeZoneToWhere($subItem, $user, $timeZone);
+            }
+
+            return WhereItemBuilder::create()
+                ->setType($item->getType())
+                ->setItemList($items)
+                ->build();
+        }
+
+        $data = $item->getData();
+
+        if (!$data) {
+            return $item;
+        }
+
+        if (
+            !$data instanceof WhereItem\Data\DateTime &&
+            !method_exists($data, 'withTimeZone')
+        ) {
+            return $item;
+        }
+
+        return $item->withData(
+            $data->withTimeZone($timeZone)
+        );
+    }
+
+    private function getUserTimeZone(User $user): string
+    {
+        $preferences = $this->entityManager->getEntityById(Preferences::ENTITY_TYPE, $user->getId());
+
+        if ($preferences->get('timeZone')) {
+            return $preferences->get('timeZone');
+        }
+
+        return $this->config->get('timeZone') ?? 'UTC';
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ListType/Result.php

@@ -0,0 +1,75 @@
+<?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\Tools\Report\ListType;
+
+use Espo\ORM\Collection;
+use Espo\ORM\Entity;
+use stdClass;
+
+class Result
+{
+    /** @var Collection<Entity>  */
+    private Collection $collection;
+    private int $total;
+    /** @var ?string[] */
+    private ?array $columns;
+    private ?stdClass $columnsData;
+
+    /**
+     * @param Collection<Entity> $collection
+     * @param ?string[] $columns
+     */
+    public function __construct(
+        Collection $collection,
+        int $total,
+        ?array $columns = null,
+        ?stdClass $columnsData = null
+    ) {
+        $this->collection = $collection;
+        $this->total = $total;
+        $this->columns = $columns;
+        $this->columnsData = $columnsData;
+    }
+
+    /**
+     * @return Collection<Entity>
+     */
+    public function getCollection(): Collection
+    {
+        return $this->collection;
+    }
+
+    public function getTotal(): int
+    {
+        return $this->total;
+    }
+
+    /**
+     * @return ?string[]
+     */
+    public function getColumns(): ?array
+    {
+        return $this->columns;
+    }
+
+    public function getColumnsData(): ?stdClass
+    {
+        return $this->columnsData;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ListType/RunParams.php

@@ -0,0 +1,107 @@
+<?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\Tools\Report\ListType;
+
+class RunParams
+{
+    private bool $skipRuntimeFiltersCheck = false;
+    private bool $returnSthCollection = false;
+    private bool $isExport = false;
+    private bool $fullSelect = false;
+    /** @var ?string[] */
+    private ?array $customColumnList = null;
+
+    private function __construct() {}
+
+    public function skipRuntimeFiltersCheck(): bool
+    {
+        return $this->skipRuntimeFiltersCheck;
+    }
+
+    public function withSkipRuntimeFiltersCheck(bool $value = true): self
+    {
+        $obj = clone $this;
+        $obj->skipRuntimeFiltersCheck = $value;
+
+        return $obj;
+    }
+
+    public static function create(): self
+    {
+        return new self();
+    }
+
+    public function withReturnSthCollection(bool $value = true): self
+    {
+        $obj = clone $this;
+        $obj->returnSthCollection = $value;
+
+        return $obj;
+    }
+
+    public function withIsExport(bool $value = true): self
+    {
+        $obj = clone $this;
+        $obj->isExport = $value;
+
+        return $obj;
+    }
+
+    public function withFullSelect(bool $value = true): self
+    {
+        $obj = clone $this;
+        $obj->fullSelect = $value;
+
+        return $obj;
+    }
+
+    /**
+     * @param ?string[] $value
+     */
+    public function withCustomColumnList(?array $value): self
+    {
+        $obj = clone $this;
+        $obj->customColumnList = $value;
+
+        return $obj;
+    }
+
+    public function returnSthCollection(): bool
+    {
+        return $this->returnSthCollection;
+    }
+
+    public function isExport(): bool
+    {
+        return $this->isExport;
+    }
+
+    public function isFullSelect(): bool
+    {
+        return $this->fullSelect;
+    }
+
+    /**
+     * @return ?string[]
+     */
+    public function getCustomColumnList(): ?array
+    {
+        return $this->customColumnList;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ListType/SubListQueryPreparator.php

@@ -0,0 +1,72 @@
+<?php
+
+namespace Espo\Modules\Advanced\Tools\Report\ListType;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\SearchParams;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Tools\Report\GridType\Data as Data;
+use Espo\Modules\Advanced\Tools\Report\SelectHelper;
+use Espo\ORM\Query\Select;
+
+class SubListQueryPreparator
+{
+
+    public function __construct(
+        private SubReportQueryPreparator $subReportQueryPreparator,
+        private SelectHelper $selectHelper
+    ) {}
+
+    /**
+     * @param ?scalar $groupValue
+     * @param string[] $columnList
+     * @param string[] $realColumnList
+     *
+     * @throws Forbidden
+     * @throws BadRequest
+     */
+    public function prepare(
+        Data $data,
+        $groupValue,
+        array $columnList,
+        array $realColumnList,
+        ?WhereItem $where,
+        ?User $user,
+    ): Select {
+
+        $searchParams = SearchParams::create()->withSelect(['id']);
+
+        if ($where) {
+            $searchParams = $searchParams->withWhere($where);
+        }
+
+        $queryBuilder = $this->subReportQueryPreparator->prepare(
+            data: $data,
+            searchParams: $searchParams,
+            subReportParams: new SubReportParams(0, $groupValue),
+            user: $user,
+        );
+
+        $this->selectHelper->handleColumns($realColumnList, $queryBuilder);
+
+        $newOrderBy = [];
+
+        foreach ($data->getOrderBy() as $orderByItem) {
+            $orderByColumn = explode(':', $orderByItem)[1] ?? null;
+
+            if (in_array($orderByColumn, $columnList)) {
+                $newOrderBy[] = $orderByItem;
+            }
+        }
+
+        if ($newOrderBy !== []) {
+            $queryBuilder->order([]);
+        }
+
+        $this->selectHelper->handleOrderBy($newOrderBy, $queryBuilder);
+
+        return $queryBuilder->build();
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ListType/SubReportParams.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\Tools\Report\ListType;
+
+class SubReportParams
+{
+    /** @var ?scalar */
+    private $groupValue;
+    /** @var ?scalar */
+    private $groupValue2;
+
+    /**
+     * @param ?scalar $groupValue
+     * @param ?scalar $groupValue2
+     */
+    public function __construct(
+        private int $groupIndex,
+        $groupValue,
+        private bool $hasGroupValue2 = false,
+        $groupValue2 = null
+    ) {
+        $this->groupValue = $groupValue;
+        $this->groupValue2 = $groupValue2;
+    }
+
+    public function getGroupIndex(): int
+    {
+        return $this->groupIndex;
+    }
+
+    /**
+     * @return ?scalar
+     */
+    public function getGroupValue()
+    {
+        return $this->groupValue;
+    }
+
+    public function hasGroupValue2(): bool
+    {
+        return $this->hasGroupValue2;
+    }
+
+    /**
+     * @return ?scalar
+     */
+    public function getGroupValue2()
+    {
+        return $this->groupValue2;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ListType/SubReportQueryPreparator.php

@@ -0,0 +1,347 @@
+<?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\Tools\Report\ListType;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\SearchParams;
+use Espo\Core\Select\SelectBuilderFactory;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Tools\Report\GridType\Data as GridData;
+use Espo\Modules\Advanced\Tools\Report\GridType\Helper as GridHelper;
+use Espo\Modules\Advanced\Tools\Report\GridType\QueryPreparator as GridQueryPreparator;
+use Espo\Modules\Advanced\Tools\Report\SelectHelper;
+use Espo\ORM\Query\Part\Condition as Cond;
+use Espo\ORM\Query\Part\Selection;
+use Espo\ORM\Query\SelectBuilder;
+
+use RuntimeException;
+
+class SubReportQueryPreparator
+{
+
+    public function __construct(
+        private Metadata $metadata,
+        private SelectHelper $selectHelper,
+        private GridHelper $gridHelper,
+        private SelectBuilderFactory $selectBuilderFactory,
+        private GridQueryPreparator $gridQueryPreparator
+    ) {}
+
+    /**
+     * A sub-report query preparator.
+     *
+     * Complex expression check is not applied for search parameters as it's supposed
+     * to be checked the by runtime filter checker.
+     *
+     * @throws Forbidden
+     * @throws BadRequest
+     */
+    public function prepare(
+        GridData $data,
+        SearchParams $searchParams,
+        SubReportParams $subReportParams,
+        ?User $user = null,
+    ): SelectBuilder {
+
+        $entityType = $data->getEntityType();
+
+        $selectBuilder = $this->selectBuilderFactory
+            ->create()
+            ->from($data->getEntityType())
+            ->withSearchParams($searchParams);
+
+        if ($user) {
+            $selectBuilder
+                ->withWherePermissionCheck()
+                ->forUser($user);
+        }
+
+        if ($user && $data->applyAcl()) {
+            $selectBuilder->withAccessControlFilter();
+        }
+
+        $queryBuilder = $selectBuilder->buildQueryBuilder();
+
+        $selectColumns = $queryBuilder->build()->getSelect();
+
+        $this->gridHelper->checkColumnsAvailability($entityType, $data->getGroupBy());
+
+        [$groupBy, $groupByOther] = $this->handleGroupBy($data, $subReportParams, $queryBuilder);
+
+        // Prevent issue in ORM (not needed as of v7.5).
+        $selectColumns = array_map(function (Selection $selection) {
+            return !$selection->getAlias() ?
+                $selection->getExpression() :
+                $selection;
+        }, $selectColumns);
+
+        $queryBuilder
+            ->from($data->getEntityType(), lcfirst($data->getEntityType()))
+            ->select($selectColumns);
+
+        if ($data->getFiltersWhere()) {
+            [$whereItem,] = $this->selectHelper->splitHavingItem($data->getFiltersWhere());
+
+            $this->selectHelper->handleFiltersWhere($whereItem, $queryBuilder);
+
+            $this->handleHaving(
+                data: $data,
+                subReportParams: $subReportParams,
+                where: $searchParams->getWhere(),
+                user: $user,
+                groupBy: $groupBy,
+                groupByOther: $groupByOther,
+                queryBuilder: $queryBuilder,
+            );
+        }
+
+        if ($searchParams->getWhere()) {
+            /** @noinspection PhpDeprecationInspection */
+            $this->selectHelper->applyDistinctFromWhere($searchParams->getWhere(), $queryBuilder);
+        }
+
+        $this->applyGroupWhereAll(
+            data: $data,
+            subReportParams: $subReportParams,
+            groupBy: $groupBy,
+            groupByOther: $groupByOther,
+            queryBuilder: $queryBuilder,
+        );
+
+        return $queryBuilder;
+    }
+
+    /**
+     * @return array{?string, ?string}
+     */
+    private function handleGroupBy(
+        GridData $data,
+        SubReportParams $subReportParams,
+        SelectBuilder $queryBuilder
+    ): array {
+
+        if (!$data->getGroupBy()) {
+            return [null, null];
+        }
+
+        $groupIndex = $subReportParams->getGroupIndex();
+
+        $this->selectHelper->handleGroupBy($data->getGroupBy(), $queryBuilder);
+
+        $groupByExpressions = $queryBuilder->build()->getGroup();
+
+        if (!isset($groupByExpressions[$groupIndex])) {
+            throw new RuntimeException('No group by.');
+        }
+
+        $groupBy = $groupByExpressions[$groupIndex]->getValue();
+
+        $queryBuilder->group([]);
+
+        if (count($data->getGroupBy()) === 1) {
+            return [$groupBy, null];
+        }
+
+        $groupBy1Type = $this->metadata
+            ->get(['entityDefs', $data->getEntityType(), 'fields', $data->getGroupBy()[0], 'type']);
+
+        if ($groupIndex === 1) {
+            $groupByOther = $groupByExpressions[0]->getValue();
+
+            if ($groupBy1Type === 'linkParent') {
+                $groupBy = $groupByExpressions[2]->getValue();
+            }
+
+            return [$groupBy, $groupByOther];
+        }
+
+        $groupByOther = $groupBy1Type === 'linkParent' ?
+            $groupByExpressions[2]->getValue() :
+            $groupByExpressions[1]->getValue();
+
+        return [$groupBy, $groupByOther];
+    }
+
+    private function applyGroupWhereAll(
+        GridData $data,
+        SubReportParams $subReportParams,
+        ?string $groupBy,
+        ?string $groupByOther,
+        SelectBuilder $queryBuilder
+    ): void {
+
+        if ($groupBy !== null) {
+            $this->applyGroupWhere($data, $subReportParams, $groupBy, $queryBuilder);
+        }
+
+        if (!$groupByOther) {
+            return;
+        }
+
+        if (!$subReportParams->hasGroupValue2()) {
+            return;
+        }
+
+        $this->applyGroup2Where(
+            $data,
+            $subReportParams,
+            $groupByOther,
+            $queryBuilder
+        );
+    }
+
+    private function applyGroupWhere(
+        GridData $data,
+        SubReportParams $subReportParams,
+        string $groupBy,
+        SelectBuilder $queryBuilder
+    ): void {
+
+        $index = $subReportParams->getGroupIndex();
+        $value = $subReportParams->getGroupValue();
+
+        $this->applyGroupByWhereValue(
+            $data,
+            $index,
+            $value,
+            $groupBy,
+            $queryBuilder
+        );
+    }
+
+    private function applyGroup2Where(
+        GridData $data,
+        SubReportParams $subReportParams,
+        string $groupBy,
+        SelectBuilder $queryBuilder
+    ): void {
+
+        $value = $subReportParams->getGroupValue2();
+
+        $this->applyGroupByWhereValue(
+            $data,
+            1,
+            $value,
+            $groupBy,
+            $queryBuilder
+        );
+    }
+
+    /**
+     * @param ?scalar $value
+     */
+    private function applyGroupByWhereValue(
+        GridData $data,
+        int $index,
+        $value,
+        string $groupBy,
+        SelectBuilder $queryBuilder
+    ): void {
+
+        $fieldType = $this->metadata
+            ->get(['entityDefs', $data->getEntityType(), 'fields', $data->getGroupBy()[$index], 'type']);
+
+        if ($fieldType === 'linkParent') {
+            if ($value === null) {
+                $queryBuilder->where([
+                    $data->getGroupBy()[$index] . 'Id' => null,
+                ]);
+
+                return;
+            }
+
+            $arr = explode(':,:', (string) $value);
+
+            $valueType = $arr[0];
+            $valueId = null;
+
+            if (count($arr)) {
+                $valueId = $arr[1];
+            }
+
+            if (!$valueId) {
+                $valueId = null;
+            }
+
+            $queryBuilder->where([
+                $data->getGroupBy()[$index] . 'Type' => $valueType,
+                $data->getGroupBy()[$index] . 'Id' => $valueId,
+            ]);
+
+            return;
+        }
+
+        if ($value === null) {
+            $queryBuilder->where([
+                'OR' => [
+                    [$groupBy => null],
+                ]
+            ]);
+
+            return;
+        }
+
+        $queryBuilder->where([$groupBy => $value]);
+    }
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     */
+    private function handleHaving(
+        GridData $data,
+        SubReportParams $subReportParams,
+        ?WhereItem $where,
+        ?User $user,
+        ?string $groupBy,
+        ?string $groupByOther,
+        SelectBuilder $queryBuilder
+    ): void {
+
+        [, $havingItem] = $this->selectHelper->splitHavingItem($data->getFiltersWhere());
+
+        if ($havingItem->getItemList() === []) {
+            return;
+        }
+
+        $gridQuery = $this->gridQueryPreparator->prepare($data, $where, $user);
+
+        $subQueryBuilder = SelectBuilder::create()
+            ->clone($gridQuery);
+
+        $this->applyGroupWhereAll(
+            $data,
+            $subReportParams,
+            $groupBy,
+            $groupByOther,
+            $subQueryBuilder
+        );
+
+        if (!method_exists(Cond::class, 'exists')) { /** @phpstan-ignore-line */
+            return;
+        }
+
+        $queryBuilder->where(
+            Cond::exists($subQueryBuilder->build())
+        );
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/PreviewReportProvider.php

@@ -0,0 +1,112 @@
+<?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\Tools\Report;
+
+use Espo\Core\Acl;
+use Espo\Core\Acl\Table as AclTable;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\ORM\EntityManager;
+use stdClass;
+
+class PreviewReportProvider
+{
+    public function __construct(
+        private Service $service,
+        private Acl $acl,
+        private EntityManager $entityManager,
+        private ServiceContainer $serviceContainer,
+        private User $user,
+        private ReportHelper $reportHelper,
+    ) {}
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     */
+    public function get(stdClass $data): Report
+    {
+        $report = $this->entityManager->getRDBRepositoryByClass(Report::class)->getNew();
+
+        unset($data->isInternal);
+
+        $attributeList = [
+            'entityType',
+            'type',
+            'data',
+            'columns',
+            'groupBy',
+            'orderBy',
+            'orderByList',
+            'filters',
+            'filtersDataList',
+            'runtimeFilters',
+            'filtersData',
+            'columnsData',
+            'chartColors',
+            'chartDataList',
+            'chartOneColumns',
+            'chartOneY2Columns',
+            'chartType',
+            'joinedReports',
+            'joinedReportLabel',
+            'joinedReportDataList',
+        ];
+
+        foreach (array_keys(get_object_vars($data)) as $attribute) {
+            if (!in_array($attribute, $attributeList)) {
+                unset($data->$attribute);
+            }
+        }
+        $report->setMultiple($data);
+
+        $report->setApplyAcl();
+        $report->setName('Unnamed');
+
+        $this->serviceContainer->getByClass(Report::class)->processValidation($report, $data);
+
+        foreach ($report->getJoinedReportIdList() as $subReportId) {
+            $subReport = $this->entityManager->getRDBRepositoryByClass(Report::class)->getById($subReportId);
+
+            if (!$subReport) {
+                continue;
+            }
+
+            $this->reportHelper->checkReportCanBeRun($subReport);
+
+            if (!$this->acl->checkEntityRead($subReport)) {
+                throw new Forbidden("No access to sub-report.");
+            }
+        }
+
+        $this->reportHelper->checkReportCanBeRun($report);
+
+        if (
+            $report->getTargetEntityType() &&
+            !$this->acl->checkScope($report->getTargetEntityType(), AclTable::ACTION_READ)
+        ) {
+            throw new Forbidden("No 'read' access to target entity.");
+        }
+
+        return $report;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/ReportHelper.php

@@ -0,0 +1,504 @@
+<?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\Tools\Report;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Formula\Exceptions\Error as FormulaError;
+use Espo\Core\Formula\Manager as FormulaManager;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\Preferences;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Advanced\Reports\GridReport;
+use Espo\Modules\Advanced\Reports\ListReport;
+use Espo\Modules\Advanced\Tools\Report\GridType\Data as GridData;
+use Espo\Modules\Advanced\Tools\Report\GridType\JointData;
+use Espo\Modules\Advanced\Tools\Report\ListType\Data as ListData;
+
+use stdClass;
+
+class ReportHelper
+{
+    private const WHERE_TYPE_AND = 'and';
+    private const WHERE_TYPE_OR = 'or';
+    private const WHERE_TYPE_HAVING = 'having';
+    private const WHERE_TYPE_NOT = 'not';
+    private const WHERE_TYPE_SUB_QUERY_IN =  'subQueryIn';
+    private const WHERE_TYPE_SUB_QUERY_NOT_IN = 'subQueryNotIn';
+
+    private const ATTR_HAVING = '_having';
+
+    public function __construct(
+        private Metadata $metadata,
+        private InjectableFactory $injectableFactory,
+        private FormulaManager $formulaManager,
+        private Config $config,
+        private Preferences $preferences,
+        private FormulaChecker $formulaChecker
+    ) {}
+
+    /**
+     * @throws Error
+     * @return ListReport|GridReport
+     */
+    public function createInternalReport(Report $report): object
+    {
+        $className = $report->get('internalClassName');
+
+        if ($className && stripos($className, ':') !== false) {
+            [$moduleName, $reportName] = explode(':', $className);
+
+            if ($moduleName === 'Custom') {
+                $className = "Espo\\Custom\\Reports\\$reportName";
+            } else {
+                $className = "Espo\\Modules\\$moduleName\\Reports\\$reportName";
+            }
+        }
+
+        if (!$className) {
+            throw new Error('No class name specified for internal report.');
+        }
+
+        /** @var class-string<ListReport|GridReport> $className */
+
+        return $this->injectableFactory->create($className);
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    public function checkReportCanBeRun(Report $report): void
+    {
+        if (
+            in_array(
+                $report->getTargetEntityType(),
+                $this->metadata->get('entityDefs.Report.entityListToIgnore', [])
+            )
+        ) {
+            throw new Forbidden("Entity type is not allowed.");
+        }
+    }
+
+    /**
+     * @throws Error
+     * @throws Forbidden
+     */
+    public function fetchGridDataFromReport(Report $report): GridData
+    {
+        if ($report->getType() !== Report::TYPE_GRID) {
+            throw new Error("Non-grid report.");
+        }
+
+        return new GridData(
+            $report->getTargetEntityType(),
+            $report->getColumns(),
+            $report->getGroupBy(),
+            $report->getOrderBy(),
+            $report->getApplyAcl(),
+            $this->fetchFiltersWhereFromReport($report),
+            $report->get('chartType'),
+            get_object_vars($report->get('chartColors') ?? (object) []),
+            $report->get('chartColor'),
+            $report->get('chartDataList'),
+            ($report->get('data') ?? (object) [])->success ?? null,
+            $report->getColumnsData(),
+        );
+    }
+
+    /**
+     * @throws Error
+     * @throws Forbidden
+     */
+    public function fetchListDataFromReport(Report $report): ListData
+    {
+        if ($report->getType() !== Report::TYPE_LIST) {
+            throw new Error("Non-list report.");
+        }
+
+        return new ListData(
+            $report->getTargetEntityType(),
+            $report->getColumns(),
+            $report->getOrderByList(),
+            $report->getColumnsData(),
+            $this->fetchFiltersWhereFromReport($report)
+        );
+    }
+
+    /**
+     * @throws Error
+     */
+    public function fetchJointDataFromReport(Report $report): JointData
+    {
+        if ($report->getType() !== Report::TYPE_JOINT_GRID) {
+            throw new Error("Non-joint-grid report.");
+        }
+
+        return new JointData(
+            $report->get('joinedReportDataList') ?? [],
+            $report->get('chartType')
+        );
+    }
+
+    /**
+     * @throws Error
+     * @throws Forbidden
+     */
+    public function fetchFiltersWhereFromReport(Report $report): ?WhereItem
+    {
+        $isNotList = $report->getType() !== Report::TYPE_LIST;
+
+        $raw = $report->get('filtersData') && !$report->get('filtersDataList') ?
+            $this->convertFiltersData($report->get('filtersData')) :
+            $this->convertFiltersDataList($report->get('filtersDataList') ?? [], $isNotList);
+
+        if (!$raw) {
+            return null;
+        }
+
+        $raw = json_decode(
+            /** @phpstan-ignore-next-line  */
+            json_encode($raw),
+            true
+        );
+
+        return WhereItem::fromRawAndGroup($raw);
+    }
+
+    /**
+     * @param array<string, object{
+     *     where?: mixed,
+     *     field?: string,
+     *     type?: string,
+     *     dateTime?: string,
+     *     value?: mixed,
+     * }>|null $filtersData
+     * @return stdClass[]|null
+     */
+    private function convertFiltersData(?array $filtersData): ?array
+    {
+        if (empty($filtersData)) {
+            return null;
+        }
+
+        $arr = [];
+
+        foreach ($filtersData as $name => $defs) {
+            $field = $name;
+
+            if (empty($defs)) {
+                continue;
+            }
+
+            if (isset($defs->where)) {
+                $arr[] = $defs->where;
+            } else {
+                if (isset($defs->field)) {
+                    $field = $defs->field;
+                }
+
+                $type = $defs->type ?? null;
+
+                if (!empty($defs->dateTime)) {
+                    $arr[] = $this->fixDateTimeWhere(
+                        $type,
+                        $field,
+                        $defs->value ?? null,
+                        false
+                    );
+                } else {
+                    $o = new stdClass();
+
+                    $o->type = $type;
+                    $o->field = $field;
+                    $o->value = $defs->value ?? null;
+
+                    $arr[] = $o;
+                }
+            }
+        }
+
+        return $arr;
+    }
+
+    /**
+     * @param object{
+     *     type?: string,
+     *     name?: ?string,
+     *     params?: object{
+     *         type?: string,
+     *         where?: mixed,
+     *         attribute?: string,
+     *         field?: string,
+     *         dateTime?: string,
+     *         value?: mixed,
+     *         function?: string,
+     *         expression?: string,
+     *         operator?: string,
+     *     },
+     * }[] $filtersDataList
+     * @return stdClass[]|null
+     * @throws Error
+     * @throws Forbidden
+     */
+    private function convertFiltersDataList(array $filtersDataList, bool $useSystemTimeZone): ?array
+    {
+        if (empty($filtersDataList)) {
+            return null;
+        }
+
+        $arr = [];
+
+        foreach ($filtersDataList as $defs) {
+            $field = null;
+
+            if (isset($defs->name)) {
+                $field = $defs->name;
+            }
+
+            if (empty($defs) || empty($defs->params)) {
+                continue;
+            }
+
+            $params = $defs->params;
+
+            $type = $defs->type ?? null;
+
+            if (
+                in_array($type, [
+                    self::WHERE_TYPE_OR,
+                    self::WHERE_TYPE_AND,
+                    self::WHERE_TYPE_NOT,
+                    self::WHERE_TYPE_SUB_QUERY_IN,
+                    self::WHERE_TYPE_SUB_QUERY_NOT_IN,
+                    self::WHERE_TYPE_HAVING,
+                ])
+            ) {
+                if (empty($params->value)) {
+                    continue;
+                }
+
+                $o = new stdClass();
+
+                $o->type = $params->type ?? null;
+
+                if ($o->type === self::WHERE_TYPE_NOT) {
+                    $o->type = self::WHERE_TYPE_SUB_QUERY_NOT_IN;
+                }
+
+                if ($o->type === self::WHERE_TYPE_HAVING) {
+                    $o->type = self::WHERE_TYPE_AND;
+                    $o->attribute = self::ATTR_HAVING;
+                }
+
+                $o->value = $this->convertFiltersDataList($params->value, $useSystemTimeZone);
+
+                $arr[] = $o;
+
+                continue;
+            }
+
+            if ($type === 'complexExpression') {
+                $o = (object) [];
+
+                $function = $params->function ?? null;
+
+                if ($function === 'custom') {
+                    if (empty($params->expression)) {
+                        continue;
+                    }
+
+                    $o->attribute = $params->expression;
+                    $o->type = 'expression';
+                } else if ($function === 'customWithOperator') {
+                    if (empty($params->expression)) {
+                        continue;
+                    }
+
+                    if (empty($params->operator)) {
+                        continue;
+                    }
+
+                    $o->attribute = $params->expression;
+                    $o->type = $params->operator;
+                } else {
+                    if (empty($params->attribute)) {
+                        continue;
+                    }
+
+                    if (empty($params->operator)) {
+                        continue;
+                    }
+
+                    $o->attribute = $params->attribute;
+
+                    if ($function) {
+                        $o->attribute = $function . ':' . $o->attribute;
+                    }
+
+                    $o->type = $params->operator;
+                }
+
+                if (isset($params->value) && is_string($params->value) && strlen($params->value)) {
+                    try {
+                        $o->value = $this->runFormula($params->value);
+                    }
+                    catch (FormulaError $e) {
+                        throw new Error($e->getMessage());
+                    }
+                }
+
+                $arr[] = $o;
+
+                continue;
+            }
+
+            if (isset($params->where)) {
+                $arr[] = $params->where;
+
+                continue;
+            }
+
+            if (isset($params->field)) {
+                $field = $params->field;
+            }
+
+            if (empty($params->type)) {
+                continue;
+            }
+
+            $type = $params->type;
+
+            if (!empty($params->dateTime)) {
+                $arr[] = $this->fixDateTimeWhere(
+                    $type,
+                    $field,
+                    $params->value ?? null,
+                    $useSystemTimeZone
+                );
+
+                continue;
+            }
+
+            $o = new stdClass();
+
+            $o->type = $type;
+            $o->field = $field;
+            $o->attribute = $field;
+            $o->value = $params->value ?? null;
+
+            $arr[] = $o;
+        }
+
+        return $arr;
+    }
+
+    /**
+     * @param mixed $value
+     */
+    private function fixDateTimeWhere(string $type, string $field, $value, bool $useSystemTimeZone): object
+    {
+        $timeZone = null;
+
+        if (!$useSystemTimeZone) {
+            $timeZone = $this->preferences->get('timeZone');
+        }
+
+        if (!$timeZone) {
+            $timeZone = $this->config->get('timeZone') ?? 'UTC';
+        }
+
+        return (object) [
+            'attribute' => $field,
+            'type' => $type,
+            'value' => $value,
+            'dateTime' => true,
+            'timeZone' => $timeZone,
+        ];
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    public function checkRuntimeFilters(WhereItem $where, Report $report): void
+    {
+        $this->checkRuntimeFiltersItem($where, $report->getRuntimeFilters());
+    }
+
+    /**
+     * @param string[] $allowedFilterList
+     * @throws Forbidden
+     */
+    private function checkRuntimeFiltersItem(WhereItem $item, array $allowedFilterList): void
+    {
+        $type = $item->getType();
+
+        if ($type === self::WHERE_TYPE_AND || $type === self::WHERE_TYPE_OR) {
+            foreach ($item->getItemList() as $subItem) {
+                $this->checkRuntimeFiltersItem($subItem, $allowedFilterList);
+            }
+
+            return;
+        }
+
+        $attribute = $item->getAttribute();
+
+        if (!$attribute) {
+            throw new Forbidden("Not allowed runtime filter item.");
+        }
+
+        if ($attribute === 'id') {
+            return;
+        }
+
+        if (str_contains($attribute, ':')) {
+            throw new Forbidden("Expressions are not allowed in runtime filter.");
+        }
+
+        if (!str_contains($attribute, '.')) {
+            return;
+        }
+
+        $isAllowed = in_array($attribute, $allowedFilterList);
+
+        if (!$isAllowed && str_ends_with($attribute, 'Id')) {
+            $isAllowed = in_array(substr($attribute, 0, -2), $allowedFilterList);
+        }
+
+        if (!$isAllowed) {
+            throw new Forbidden("Not allowed runtime filter $attribute.");
+        }
+    }
+
+    /**
+     * @return mixed
+     * @throws Forbidden
+     * @throws FormulaError
+     */
+    private function runFormula(string $script)
+    {
+        $this->formulaChecker->check($script);
+
+        $script = $this->formulaChecker->sanitize($script);
+
+        return $this->formulaManager->run($script);
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/SelectHelper.php

@@ -0,0 +1,889 @@
+<?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\Tools\Report;
+
+use DateTime;
+use DateTimeZone;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Select\Where\Converter;
+use Espo\Core\Select\Where\ConverterFactory;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Core\Select\Where\ItemBuilder as WhereItemBuilder;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\FieldUtil;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Tools\Report\GridType\Helper as GridHelper;
+use Espo\Modules\Advanced\Tools\Report\GridType\Util;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Query\Part\Expression;
+use Espo\ORM\Query\Part\Order;
+use Espo\ORM\Query\Part\Selection;
+use Espo\ORM\Query\SelectBuilder;
+use Espo\ORM\QueryComposer\Util as QueryComposerUtil;
+use Exception;
+use LogicException;
+use RuntimeException;
+
+class SelectHelper
+{
+    private const WHERE_TYPE_AND = 'and';
+    private const WHERE_TYPE_OR = 'or';
+
+    private const ATTR_HAVING = '_having';
+
+    public function __construct(
+        private Config $config,
+        private Metadata $metadata,
+        private Util $gridUtil,
+        private EntityManager $entityManager,
+        private GridHelper $gridHelper,
+        private FieldUtil $fieldUtil,
+        private User $user,
+        private ConverterFactory $converterFactory
+    ) {}
+
+    /**
+     * @return array{0: WhereItem, 1: WhereItem}
+     */
+    public function splitHavingItem(WhereItem $andItem): array
+    {
+        $whereItemList = [];
+        $havingItemList = [];
+
+        foreach ($andItem->getItemList() as $item) {
+            if (
+                $item->getType() === self::WHERE_TYPE_AND &&
+                $item->getAttribute() === self::ATTR_HAVING
+            ) {
+                foreach ($item->getItemList() as $subItem) {
+                    $havingItemList[] = $subItem;
+                }
+
+                continue;
+            }
+
+            $whereItemList[] = $item;
+        }
+
+        $whereItem = WhereItemBuilder::create()
+            ->setType(self::WHERE_TYPE_AND)
+            ->setItemList($whereItemList)
+            ->build();
+
+        $havingItem = WhereItemBuilder::create()
+            ->setType(self::WHERE_TYPE_AND)
+            ->setItemList($havingItemList)
+            ->build();
+
+        return [$whereItem, $havingItem];
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    public function handleOrderByForList(string $orderBy, string $order, SelectBuilder $queryBuilder): void
+    {
+        $entityType = $queryBuilder->build()->getFrom();
+
+        if (!$entityType) {
+            throw new LogicException("No from.");
+        }
+
+        $entityDefs = $this->entityManager->getDefs()->getEntity($entityType);
+
+        $fieldType = $entityDefs->hasField($orderBy) ?
+            $entityDefs->getField($orderBy)->getType() :
+            null;
+
+        if (
+            in_array($fieldType, ['link', 'file', 'image']) &&
+            !$queryBuilder->hasLeftJoinAlias($orderBy)
+        ) {
+            $queryBuilder->leftJoin($orderBy);
+        }
+
+        if (str_contains($orderBy, '_')) {
+            if (str_contains($orderBy, ':')) {
+                throw new Forbidden("Functions are not allowed in orderBy.");
+            }
+
+            $orderBy = $this->getRealForeignOrderColumn($entityType, $orderBy);
+
+            $this->addSelect($orderBy, $queryBuilder);
+
+            /** @var 'ASC'|'DESC' $order */
+
+            $queryBuilder
+                ->order([])
+                ->order($orderBy, $order)
+                ->order('id', $order);
+
+            return;
+        }
+
+        foreach ($this->fieldUtil->getAttributeList($entityType, $orderBy) as $attribute) {
+            if (!$entityDefs->hasAttribute($attribute)) {
+                continue;
+            }
+
+            $this->addSelect($attribute, $queryBuilder);
+        }
+    }
+
+    private function getRealForeignOrderColumn(string $entityType, string $item): string
+    {
+        $item = str_replace('_', '.', $item);
+
+        $data = $this->gridHelper->getDataFromColumnName($entityType, $item);
+
+        if (!$data->entityType) {
+            throw new RuntimeException("Bad foreign order by '$item'.");
+        }
+
+        if (in_array($data->fieldType, ['link', 'linkParent', 'image', 'file'])) {
+            return $item . 'Id';
+        }
+
+        return $item;
+    }
+
+    /**
+     * @param string[] $groupBy
+     */
+    public function handleGroupBy(array $groupBy, SelectBuilder $queryBuilder): void
+    {
+        $entityType = $queryBuilder->build()->getFrom();
+
+        if (!$entityType) {
+            throw new LogicException("No from.");
+        }
+
+        foreach ($groupBy as $item) {
+            $this->handleGroupByItem($item, $entityType, $queryBuilder);
+        }
+    }
+
+    private function handleGroupByItem(string $item, string $entityType, SelectBuilder $queryBuilder): void
+    {
+        $alias = $this->gridUtil->sanitizeSelectAlias($item);
+
+        $function = null;
+        $argument = $item;
+
+        if (str_contains($item, ':')) {
+            [$function, $argument] = explode(':', $item);
+        }
+
+        if (str_contains($item, '(') && str_contains($item, ':')) {
+            $this->handleLeftJoins($item, $entityType, $queryBuilder, true);
+
+            $queryBuilder
+                ->select($item, $alias)
+                ->group($item);
+
+            return;
+        }
+
+        if ($function === 'YEAR_FISCAL') {
+            $fiscalYearShift = $this->config->get('fiscalYearShift', 0);
+
+            $function = $fiscalYearShift ?
+                'YEAR_' . $fiscalYearShift :
+                'YEAR';
+
+            $item = $function . ':' . $argument;
+        }
+        else if ($function === 'QUARTER_FISCAL') {
+            $fiscalYearShift = $this->config->get('fiscalYearShift', 0);
+
+            $function = $fiscalYearShift ?
+                'QUARTER_' . $fiscalYearShift :
+                'QUARTER';
+
+            $item = $function . ':' . $argument;
+        }
+        else if ($function === 'WEEK') {
+            $function = $this->config->get('weekStart') ?
+                'WEEK_1' :
+                'WEEK_0';
+
+            $item = $function . ':' . $argument;
+        }
+
+        if (!str_contains($item, '.')) {
+            $fieldType = $this->metadata->get(['entityDefs', $entityType, 'fields', $argument, 'type']);
+
+            if (in_array($fieldType, ['link', 'file', 'image'])) {
+                if (!$queryBuilder->hasLeftJoinAlias($item)) {
+                    $queryBuilder->leftJoin($item);
+                }
+
+                $queryBuilder
+                    ->select($item . 'Id')
+                    ->group($item . 'Id');
+
+                return;
+            }
+
+            if ($fieldType === 'linkParent') {
+                if (!$queryBuilder->hasLeftJoinAlias($item)) {
+                    // @todo Revise
+                    $queryBuilder->leftJoin($item);
+                }
+
+                $queryBuilder
+                    ->select($item . 'Id')
+                    ->select($item . 'Type')
+                    ->group($item . 'Id')
+                    ->group($item . 'Type');
+
+                return;
+            }
+
+            if ($function && in_array($fieldType, ['datetime', 'datetimeOptional'])) {
+                $tzOffset = (string) $this->getTimeZoneOffset();
+
+                if ($tzOffset) {
+                    $groupBy = "$function:TZ:($argument,$tzOffset)";
+
+                    $queryBuilder
+                        ->select($groupBy)
+                        ->group($groupBy);
+
+                    return;
+                }
+
+                $queryBuilder
+                    ->select($item)
+                    ->group($item);
+
+                return;
+            }
+
+            $queryBuilder
+                ->select($item)
+                ->group($item);
+
+            return;
+        }
+
+        [$link, $field] = explode('.', $argument);
+
+        $skipSelect = false;
+
+        $entityDefs = $this->entityManager->getDefs()->getEntity($entityType);
+
+        if ($entityDefs->hasRelation($link)) {
+            $relationType = $entityDefs->getRelation($link)->getType();
+
+            $foreignEntityType = $entityDefs->getRelation($link)->hasForeignEntityType() ?
+                $entityDefs->getRelation($link)->getForeignEntityType() : null;
+
+            $foreignEntityDefs = $this->entityManager->getDefs()->getEntity($foreignEntityType);
+
+            $foreignFieldType = $foreignEntityDefs->hasField($field) ?
+                $foreignEntityDefs->getField($field)->getType() : null;
+
+            if ($foreignEntityDefs->hasRelation($field)) {
+                $foreignRelationType = $foreignEntityDefs->getRelation($field)->getType();
+
+                if (
+                    (
+                        $relationType === Entity::BELONGS_TO ||
+                        $relationType === Entity::HAS_ONE
+                    ) &&
+                    $foreignRelationType === Entity::BELONGS_TO
+                ) {
+                    $queryBuilder
+                        ->select($item . 'Id')
+                        ->group($item . 'Id');
+
+                    $skipSelect = true;
+                }
+            }
+
+            if ($function && in_array($foreignFieldType, ['datetime', 'datetimeOptional'])) {
+                $tzOffset = (string) $this->getTimeZoneOffset();
+
+                if ($tzOffset) {
+                    $skipSelect = true;
+
+                    $groupBy =  "$function:TZ:($link.$field,$tzOffset)";
+
+                    $queryBuilder
+                        ->select($groupBy)
+                        ->group($groupBy);
+                }
+            }
+        }
+
+        $this->handleLeftJoins($item, $entityType, $queryBuilder, true);
+
+        if ($skipSelect) {
+            return;
+        }
+
+        $queryBuilder
+            ->select($item)
+            ->group($item);
+    }
+
+    private function handleLeftJoins(
+        string $item,
+        string $entityType,
+        SelectBuilder $queryBuilder,
+        bool $skipDistinct = false
+    ): void {
+
+        if (str_contains($item, ':')) {
+            $argumentList = QueryComposerUtil::getAllAttributesFromComplexExpression($item);
+
+            foreach ($argumentList as $argument) {
+                $this->handleLeftJoins($argument, $entityType, $queryBuilder, $skipDistinct);
+            }
+
+            return;
+        }
+
+        $entityDefs = $this->entityManager
+            ->getDefs()
+            ->getEntity($entityType);
+
+        if (str_contains($item, '.')) {
+            [$relation,] = explode('.', $item);
+
+            if ($queryBuilder->hasLeftJoinAlias($relation)) {
+                return;
+            }
+
+            $queryBuilder->leftJoin($relation);
+
+            if (!$entityDefs->hasRelation($relation)) {
+                return;
+            }
+
+            $relationType = $entityDefs->getRelation($relation)->getType();
+
+            if (
+                !$skipDistinct &&
+                in_array($relationType, [
+                    Entity::HAS_MANY,
+                    Entity::MANY_MANY,
+                    Entity::HAS_CHILDREN,
+                ])
+            ) {
+                // @todo Remove when v8.5 is min. supported.
+                $queryBuilder->distinct();
+            }
+
+            return;
+        }
+
+        if (!$entityDefs->hasAttribute($item)) {
+            return;
+        }
+
+        $attributeDefs = $entityDefs->getAttribute($item);
+
+        if ($attributeDefs->getType() === Entity::FOREIGN) {
+            $relation = $attributeDefs->getParam('relation');
+
+            if ($relation && !$queryBuilder->hasLeftJoinAlias($relation)) {
+                $queryBuilder->leftJoin($relation);
+            }
+        }
+    }
+
+    /**
+     * @param string[] $columns
+     */
+    public function handleColumns(array $columns, SelectBuilder $queryBuilder): void
+    {
+        $entityType = $queryBuilder->build()->getFrom();
+
+        if (!$entityType) {
+            throw new LogicException("No from.");
+        }
+
+        foreach ($columns as $item) {
+            $this->handleColumnsItem($item, $entityType, $queryBuilder);
+        }
+    }
+
+    /**
+     * @todo Use the selectDefs attribute dependency map.
+     */
+    private function handleColumnsItem(
+        string $item,
+        string $entityType,
+        SelectBuilder $queryBuilder
+    ): void {
+
+        $columnData = $this->gridHelper->getDataFromColumnName($entityType, $item);
+
+        if ($columnData->function && !$columnData->link && $columnData->field) {
+            $this->addSelect($item, $queryBuilder);
+
+            return;
+        }
+
+        if ($columnData->link) {
+            $this->handleLeftJoins($item, $entityType, $queryBuilder);
+
+            if (in_array($columnData->fieldType, ['link', 'file', 'image'])) {
+                $this->addSelect($item . 'Id', $queryBuilder);
+
+                return;
+            }
+
+            $this->addSelect($item, $queryBuilder);
+
+            return;
+        }
+
+        if (str_contains($item, ':') && str_contains($item, '.')) {
+            $this->handleLeftJoins($item, $entityType, $queryBuilder);
+        }
+
+        $type = $columnData->fieldType;
+
+        if (in_array($type, ['link', 'file', 'image', 'linkOne'])) {
+            $this->addSelect($item . 'Name', $queryBuilder);
+            $this->addSelect($item . 'Id', $queryBuilder);
+
+            if (!$queryBuilder->hasLeftJoinAlias($item)) {
+                $queryBuilder->leftJoin($item);
+            }
+
+            return;
+        }
+
+        if ($type === 'linkParent') {
+            $this->addSelect($item . 'Type', $queryBuilder);
+            $this->addSelect($item . 'Id', $queryBuilder);
+
+            return;
+        }
+
+        if ($type === 'currency') {
+            $this->addSelect($item, $queryBuilder);
+            $this->addSelect($item . 'Currency', $queryBuilder);
+            $this->addSelect($item . 'Converted', $queryBuilder);
+
+            return;
+        }
+
+        if ($type === 'duration') {
+            $start = $this->metadata->get(['entityDefs', $entityType, 'fields', $item, 'start']);
+            $end = $this->metadata->get(['entityDefs', $entityType , 'fields', $item, 'end']);
+
+            $this->addSelect($start, $queryBuilder);
+            $this->addSelect($end, $queryBuilder);
+            $this->addSelect($item, $queryBuilder);
+
+            return;
+        }
+
+        if ($type === 'personName') {
+            $this->addSelect($item, $queryBuilder);
+            $this->addSelect('first' . ucfirst($item), $queryBuilder);
+            $this->addSelect('last' . ucfirst($item), $queryBuilder);
+
+            return;
+        }
+
+        if ($type === 'address') {
+            $pList = ['city', 'country', 'postalCode', 'street', 'state'];
+
+            foreach ($pList as $p) {
+                $this->addSelect($item . ucfirst($p), $queryBuilder);
+            }
+
+            return;
+        }
+
+        if ($type === 'datetimeOptional') {
+            $this->addSelect($item, $queryBuilder);
+            $this->addSelect($item . 'Date', $queryBuilder);
+
+            return;
+        }
+
+        if ($type === 'linkMultiple' || $type === 'attachmentMultiple') {
+            return;
+        }
+
+        $this->addSelect($item, $queryBuilder);
+    }
+
+    private function isInSelect(string $item, SelectBuilder $queryBuilder): bool
+    {
+        $currentList = array_map(
+            function (Selection $selection): string {
+                return $selection->getExpression()->getValue();
+            },
+            $queryBuilder->build()->getSelect()
+        );
+
+        return in_array($item, $currentList);
+    }
+
+    private function addSelect(string $item, SelectBuilder $queryBuilder): void
+    {
+        if ($this->isInSelect($item, $queryBuilder)) {
+            return;
+        }
+
+        $alias = $this->gridUtil->sanitizeSelectAlias($item);
+
+        $queryBuilder->select($item, $alias);
+    }
+
+    /**
+     * @param string[] $orderBy
+     */
+    public function handleOrderBy(array $orderBy, SelectBuilder $queryBuilder): void
+    {
+        $entityType = $queryBuilder->build()->getFrom();
+
+        foreach ($orderBy as $item) {
+            $this->handleOrderByItem($item, $entityType, $queryBuilder);
+        }
+    }
+
+    private function handleOrderByItem(string $item, string $entityType, SelectBuilder $queryBuilder): void
+    {
+        $entityDefs = $this->entityManager->getDefs()->getEntity($entityType);
+
+        if (str_contains($item, 'LIST:')) {
+            // @todo Check is actual as processed afterwards.
+
+            $orderBy = substr($item, 5);
+
+            if (str_contains($orderBy, '.')) {
+                [$rel, $field] = explode('.', $orderBy);
+
+                if (!$entityDefs->hasRelation($rel)) {
+                    return;
+                }
+
+                $relationDefs = $entityDefs->getRelation($rel);
+
+                $foreignEntityType = $relationDefs->hasForeignEntityType() ?
+                    $relationDefs->getForeignEntityType() : null;
+
+                if (!$foreignEntityType) {
+                    return;
+                }
+
+                $optionList = $this->metadata
+                    ->get(['entityDefs', $foreignEntityType, 'fields', $field, 'options']) ?? [];
+            }
+            else {
+                $optionList = $this->metadata->get(['entityDefs', $entityType, 'fields', $orderBy, 'options']) ?? [];
+            }
+
+            if (!$optionList) {
+                return;
+            }
+
+            $queryBuilder->order(
+                Order::createByPositionInList(Expression::column($orderBy), $optionList)
+            );
+
+            return;
+        }
+
+        if (str_contains($item, 'ASC:')) {
+            $orderBy = substr($item, 4);
+            $order = 'ASC';
+        }
+        else if (str_contains($item, 'DESC:')) {
+            $orderBy = substr($item, 5);
+            $order = 'DESC';
+        }
+        else {
+            return;
+        }
+
+        $field = $orderBy;
+        $orderEntityType = $entityType;
+        $link = null;
+
+        if (str_contains($orderBy, '.')) {
+            [$link, $field] = explode('.', $orderBy);
+
+            if (!$entityDefs->hasRelation($link)) {
+                return;
+            }
+
+            $relationDefs = $entityDefs->getRelation($link);
+
+            $orderEntityType = $relationDefs->hasForeignEntityType() ?
+                $relationDefs->getForeignEntityType() : null;
+
+            if (!$orderEntityType) {
+                return;
+            }
+        }
+
+        $entityDefs = $this->entityManager->getDefs()->getEntity($orderEntityType);
+
+        $fieldType = $entityDefs->hasField($field) ?
+            $entityDefs->getField($field)->getType() : null;
+
+        if (in_array($fieldType, ['link', 'file', 'image'])) {
+            /*if ($link) {
+                continue;
+            }*/
+
+            // MariaDB issue with ONLY_FULL_GROUP_BY.
+            /*$orderBy = $orderBy . 'Name';
+
+            if (!in_array($orderBy, $params['select'])) {
+                $params['select'][] = $orderBy;
+            }*/
+
+            return;
+        }
+
+        if ($fieldType === 'linkParent') {
+            if ($link) {
+                return;
+            }
+
+            $orderBy = $orderBy . 'Type';
+        }
+
+        if (!$this->isInSelect($orderBy, $queryBuilder)) {
+            return;
+        }
+
+        $queryBuilder->order($orderBy, $order);
+    }
+
+    /**
+     * @throws BadRequest
+     */
+    public function handleFiltersWhere(
+        WhereItem $whereItem,
+        SelectBuilder $queryBuilder/*,
+        bool $isGrid = false*/
+    ): void {
+        $entityType = $queryBuilder->build()->getFrom();
+
+        if (!$entityType) {
+            throw new LogicException("No from.");
+        }
+
+        // Supposed to be applied by the scanner.
+        //$this->applyLeftJoinsFromWhere($whereItem, $queryBuilder);
+
+        $params = $this->supportsHasManySubQuery() ?
+            new Converter\Params(useSubQueryIfMany: true) : null;
+
+        $whereClause = $this->createConverter($entityType)
+            ->convert($queryBuilder, $whereItem, $params);
+
+        $queryBuilder->where($whereClause);
+
+        /*if (!$isGrid) {
+            // Distinct is already supposed to be applied by the scanner.
+            $this->applyDistinctFromWhere($whereItem, $queryBuilder);
+        }*/
+    }
+
+    private function supportsHasManySubQuery(): bool
+    {
+        return class_exists("Espo\\Core\\Select\\Where\\Converter\\Params");
+    }
+
+    /**
+     * @throws BadRequest
+     */
+    public function handleFiltersHaving(
+        WhereItem $havingItem,
+        SelectBuilder $queryBuilder,
+        bool $isGrid = false
+    ): void {
+        $entityType = $queryBuilder->build()->getFrom();
+
+        if (!$entityType) {
+            throw new LogicException("No from.");
+        }
+
+        if ($havingItem->getItemList() === []) {
+            return;
+        }
+
+        $converter = $this->createConverter($entityType);
+
+        if ($isGrid) {
+            // Supposed to be applied by the scanner.
+            //$this->applyLeftJoinsFromWhere($havingItem, $queryBuilder);
+
+            $havingClause = $converter->convert($queryBuilder, $havingItem);
+
+            $queryBuilder->having($havingClause);
+
+            return;
+        }
+
+        $subQueryBuilder = SelectBuilder::create()
+            ->from($entityType, lcfirst($entityType))
+            ->select('id')
+            ->group('id');
+
+        $havingClause = $converter->convert($subQueryBuilder, $havingItem);
+
+        $subQueryBuilder->having($havingClause);
+
+        // Supposed to be applied by the scanner.
+        //$this->applyLeftJoinsFromWhere($havingItem, $subQueryBuilder);
+
+        $queryBuilder->where(['id=s' => $subQueryBuilder->build()->getRaw()]);
+    }
+
+    /*public function applyLeftJoinsFromWhere(WhereItem $item, SelectBuilder $queryBuilder): void
+    {
+        $entityType = $queryBuilder->build()->getFrom();
+
+        if (!$entityType) {
+            throw new LogicException();
+        }
+
+        //if ($queryBuilder->build()->isDistinct()) {
+        //    return;
+        //}
+
+        if (in_array($item->getType(), [self::WHERE_TYPE_OR, self::WHERE_TYPE_AND])) {
+            foreach ($item->getItemList() as $listItem) {
+                $this->applyLeftJoinsFromWhere($listItem, $queryBuilder);
+            }
+
+            return;
+        }
+
+        if (!$item->getAttribute()) {
+            return;
+        }
+
+        $this->handleLeftJoins($item->getAttribute(), $entityType, $queryBuilder, true);
+    }*/
+
+    /**
+     * @deprecated As of v3.4.7.
+     * @todo Remove when v8.5 is min. supported.
+     */
+    public function applyDistinctFromWhere(WhereItem $item, SelectBuilder $queryBuilder): void
+    {
+        if ($this->supportsHasManySubQuery()) {
+            return;
+        }
+
+        if ($queryBuilder->build()->isDistinct()) {
+            return;
+        }
+
+        $entityType = $queryBuilder->build()->getFrom();
+
+        if (!$entityType) {
+            throw new LogicException();
+        }
+
+        if (in_array($item->getType(), [self::WHERE_TYPE_OR, self::WHERE_TYPE_AND])) {
+            foreach ($item->getItemList() as $listItem) {
+                /** @noinspection PhpDeprecationInspection */
+                $this->applyDistinctFromWhere($listItem, $queryBuilder);
+            }
+
+            return;
+        }
+
+        if (!$item->getAttribute()) {
+            return;
+        }
+
+        $this->handleDistinct($item->getAttribute(), $entityType, $queryBuilder);
+    }
+
+    private function handleDistinct(string $item, string $entityType, SelectBuilder $queryBuilder): void
+    {
+        if (str_contains($item, ':')) {
+            $argumentList = QueryComposerUtil::getAllAttributesFromComplexExpression($item);
+
+            foreach ($argumentList as $argument) {
+                $this->handleDistinct($argument, $entityType, $queryBuilder);
+            }
+
+            return;
+        }
+
+        if (!str_contains($item, '.')) {
+            return;
+        }
+
+        [$relation,] = explode('.', $item);
+
+        $entityDefs = $this->entityManager->getDefs()->getEntity($entityType);
+
+        if (!$entityDefs->hasRelation($relation)) {
+            return;
+        }
+
+        $relationsDefs = $entityDefs->getRelation($relation);
+
+        if (in_array($relationsDefs->getType(), [Entity::HAS_MANY, Entity::MANY_MANY])) {
+            $queryBuilder->distinct();
+        }
+    }
+
+    /**
+     * @return float|int
+     */
+    private function getTimeZoneOffset()
+    {
+        $timeZone = $this->config->get('timeZone', 'UTC');
+
+        if ($timeZone === 'UTC') {
+            return 0;
+        }
+
+        try {
+            $dateTimeZone = new DateTimeZone($timeZone);
+            $dateTime = new DateTime('now', $dateTimeZone);
+
+            $dateTime->modify('first day of january');
+            $tzOffset = $dateTimeZone->getOffset($dateTime) / 3600;
+        }
+        catch (Exception) {
+            return 0;
+        }
+
+        return $tzOffset;
+    }
+
+    private function createConverter(string $entityType): Converter
+    {
+        return $this->converterFactory->create($entityType, $this->user);
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/SendingService.php

@@ -0,0 +1,435 @@
+<?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\Tools\Report;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Select\SearchParams;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\DateTime as DateTimeUtil;
+use Espo\Core\Utils\FieldUtil;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\Attachment;
+use Espo\Entities\Email;
+use Espo\Entities\Job;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Business\Report\EmailBuilder;
+use Espo\Modules\Advanced\Entities\Report as ReportEntity;
+use Espo\Modules\Advanced\Tools\Report\GridType\Result as GridResult;
+use Espo\Modules\Advanced\Tools\Report\Jobs\Send;
+use Espo\Modules\Advanced\Tools\Report\ListType\Result as ListResult;
+use Espo\ORM\EntityManager;
+use Espo\Tools\Export\Export;
+use Espo\Tools\Export\Params as ExportToolParams;
+
+use Exception;
+use LogicException;
+use RuntimeException;
+use DateTime;
+use DateTimeZone;
+use stdClass;
+
+class SendingService
+{
+    private const LIST_REPORT_MAX_SIZE = 3000;
+
+    public function __construct(
+        private EntityManager $entityManager,
+        private User $user,
+        private Metadata $metadata,
+        private Config $config,
+        private FieldUtil $fieldUtil,
+        private InjectableFactory $injectableFactory,
+        private EmailBuilder $emailBuilder
+    ) {}
+
+    private function getSendingListMaxCount(): int
+    {
+        return $this->config->get('reportSendingListMaxCount', self::LIST_REPORT_MAX_SIZE);
+    }
+
+    /**
+     * @return array<string, mixed>
+     * @throws Error
+     * @throws NotFound
+     * @throws Forbidden
+     * @throws BadRequest
+     */
+    public function getEmailAttributes(string $id, ?WhereItem $where = null, ?User $user = null): array
+    {
+        /** @var ?ReportEntity $report */
+        $report = $this->entityManager->getEntityById(ReportEntity::ENTITY_TYPE, $id);
+
+        if (!$report) {
+            throw new NotFound();
+        }
+
+        $service = $this->injectableFactory->create(Service::class);
+
+        if ($report->getType() === ReportEntity::TYPE_LIST) {
+            $searchParams = SearchParams::create()
+                ->withMaxSize($this->getSendingListMaxCount());
+
+            $orderByList = $report->getOrderByList();
+
+            if ($orderByList) {
+                $arr = explode(':', $orderByList);
+
+                /**
+                 * @var 'ASC'|'DESC' $orderDirection
+                 * @noinspection PhpRedundantVariableDocTypeInspection
+                 */
+                $orderDirection = strtoupper($arr[0]);
+
+                $searchParams = $searchParams
+                    ->withOrderBy($arr[1])
+                    ->withOrder($orderDirection);
+            }
+
+            if ($where) {
+                $searchParams = $searchParams->withWhere($where);
+            }
+
+            $result = $service->runList($id, $searchParams, $user);
+        } else {
+            $result = $service->runGrid($id, $where, $user);
+        }
+
+        $reportResult = $result;
+
+        if ($result instanceof ListResult) {
+            $reportResult = [];
+
+            foreach ($result->getCollection() as $e) {
+                $reportResult[] = get_object_vars($e->getValueMap());
+            }
+        }
+
+        $data = (object) [
+            'userId' => $user ? $user->getId() : $this->user->getId(),
+        ];
+
+        if ($reportResult instanceof ListResult) {
+            // For static analysis.
+            throw new LogicException();
+        }
+
+        $this->emailBuilder->buildEmailData($data, $reportResult, $report);
+
+        $attachmentId = $this->getExportAttachmentId($report, $result, $where, $user);
+
+        if ($attachmentId) {
+            $data->attachmentId = $attachmentId;
+
+            $attachment = $this->entityManager->getEntityById(Attachment::ENTITY_TYPE, $attachmentId);
+
+            if ($attachment) {
+                $attachment->set([
+                    'role' => 'Attachment',
+                    'parentType' => Email::ENTITY_TYPE,
+                    'relatedId' => $id,
+                    'relatedType' => ReportEntity::ENTITY_TYPE,
+                ]);
+
+                $this->entityManager->saveEntity($attachment);
+            }
+        }
+
+        $userIdList = $report->getLinkMultipleIdList('emailSendingUsers');
+
+        $nameHash = (object) [];
+
+        $toArr = [];
+
+        if ($report->get('emailSendingInterval') && count($userIdList)) {
+            $userList = $this
+                ->entityManager
+                ->getRDBRepositoryByClass(User::class)
+                ->where(['id' => $userIdList])
+                ->find();
+
+            foreach ($userList as $user) {
+                $emailAddress = $user->getEmailAddress();
+
+                if ($emailAddress) {
+                    $toArr[] = $emailAddress;
+                    $nameHash->$emailAddress = $user->getName();
+                }
+            }
+        }
+
+        $attributes = [
+            'isHtml' => true,
+            'body' => $data->emailBody,
+            'name' => $data->emailSubject,
+            'nameHash' => $nameHash,
+            'to' => implode(';', $toArr),
+        ];
+
+        if ($attachmentId) {
+            $attributes['attachmentsIds'] = [$attachmentId];
+
+            $attachment = $this->entityManager->getEntityById(Attachment::ENTITY_TYPE, $attachmentId);
+
+            if ($attachment) {
+                $attributes['attachmentsNames'] = [
+                    $attachmentId => $attachment->get('name')
+                ];
+            }
+        }
+
+        return $attributes;
+    }
+
+    /**
+     * @param GridResult|ListResult $result
+     */
+    public function getExportAttachmentId(
+        ReportEntity $report,
+        $result,
+        ?WhereItem $where = null,
+        ?User $user = null
+    ): ?string {
+
+        $entityType = $report->getTargetEntityType();
+
+        if ($report->getType() === ReportEntity::TYPE_LIST) {
+            if (!$result instanceof ListResult) {
+                throw new RuntimeException("Bad result.");
+            }
+
+            $fieldList = $report->getColumns();
+
+            foreach ($fieldList as $key => $field) {
+                if (strpos($field, '.')) {
+                    $fieldList[$key] = str_replace('.', '_', $field);
+                }
+            }
+
+            $attributeList = [];
+
+            foreach ($fieldList as $field) {
+                $fieldAttributeList = $this->fieldUtil->getAttributeList($report->getTargetEntityType(), $field);
+
+                if (count($fieldAttributeList) > 0) {
+                    $attributeList = array_merge($attributeList, $fieldAttributeList);
+                } else {
+                    $attributeList[] = $field;
+                }
+            }
+
+            $exportParams = ExportToolParams::create($entityType)
+                ->withFieldList($fieldList)
+                ->withAttributeList($attributeList)
+                ->withFormat('xlsx')
+                ->withName($report->getName())
+                ->withFileName($report->getName() . ' ' . date('Y-m-d'));
+
+            $export = $this->injectableFactory->create(Export::class);
+
+            try {
+                return $export
+                    ->setParams($exportParams)
+                    ->setCollection($result->getCollection())
+                    ->run()
+                    ->getAttachmentId();
+            } catch (Exception $e) {
+                $GLOBALS['log']->error("Report export fail, {$report->getId()}: {$e->getMessage()}");
+
+                return null;
+            }
+        }
+
+        $name = preg_replace("/([^\w\s\d\-_~,;:\[\]().])/u", '_', $report->getName()) . ' ' . date('Y-m-d');
+
+        $mimeType = $this->metadata->get(['app', 'export', 'formatDefs', 'xlsx', 'mimeType']);
+        $fileExtension = $this->metadata->get(['app', 'export', 'formatDefs', 'xlsx', 'fileExtension']);
+
+        $fileName = "$name.$fileExtension";
+
+        try {
+            $service = $this->injectableFactory->create(GridExportService::class);
+
+            $contents = $service->buildXlsxContents($report->getId(), $where, $user);
+
+            $attachment = $this->entityManager->getRDBRepositoryByClass(Attachment::class)->getNew();
+
+            $attachment
+                ->setName($fileName)
+                ->setType($mimeType)
+                ->setContents($contents)
+                ->setRole(Attachment::ROLE_ATTACHMENT);
+
+            $attachment->set('parentType', Email::ENTITY_TYPE);
+
+            $this->entityManager->saveEntity($attachment);
+
+            return $attachment->getId();
+        } catch (Exception $e) {
+            $GLOBALS['log']->error("Report export fail, {$report->getId()}: {$e->getMessage()}");
+
+            return null;
+        }
+    }
+
+    public function scheduleEmailSending(): void
+    {
+        $reports = $this->entityManager
+            ->getRDBRepositoryByClass(ReportEntity::class)
+            ->where([[
+                'AND' => [
+                    ['emailSendingInterval!=' => ''],
+                    ['emailSendingInterval!=' => NULL],
+                ]]
+            ])
+            ->find();
+
+        $utcTZ = new DateTimeZone('UTC');
+        $now = new DateTime("now", $utcTZ);
+
+        $defaultTz = $this->config->get('timeZone');
+
+        $espoTimeZone = new DateTimeZone($defaultTz);
+
+        foreach ($reports as $report) {
+            $scheduleSending = false;
+            $check = false;
+
+            $nowCopy = clone $now;
+            $nowCopy->setTimezone($espoTimeZone);
+
+            switch ($report->get('emailSendingInterval')) {
+                case 'Daily':
+                    $check = true;
+
+                    break;
+
+                case 'Weekly':
+                    $check = (strpos($report->get('emailSendingSettingWeekdays'), $nowCopy->format('w')) !== false);
+
+                    break;
+
+                case 'Monthly':
+                    $check =
+                        $nowCopy->format('j') == $report->get('emailSendingSettingDay') ||
+                        $nowCopy->format('j') == $nowCopy->format('t') &&
+                        $nowCopy->format('t') < $report->get('emailSendingSettingDay');
+
+                    break;
+
+                case 'Yearly':
+                    $check =
+                        (
+                            $nowCopy->format('j') == $report->get('emailSendingSettingDay') ||
+                            $nowCopy->format('j') == $nowCopy->format('t') &&
+                            $nowCopy->format('t') < $report->get('emailSendingSettingDay')
+                        ) &&
+                        $nowCopy->format('n') == $report->get('emailSendingSettingMonth');
+
+                    break;
+            }
+
+            if ($check) {
+                if ($report->get('emailSendingLastDateSent')) {
+                    $lastSent = new DateTime($report->get('emailSendingLastDateSent'), $utcTZ);
+                    $lastSent->setTimezone($espoTimeZone);
+
+                    $nowCopy->setTime(0, 0);
+                    $lastSent->setTime(0, 0);
+                    $diff = $lastSent->diff($nowCopy);
+
+                    if (!empty($diff)) {
+                        $dayDiff = (int) ((($diff->invert) ? '-' : '') . $diff->days);
+
+                        if ($dayDiff > 0) {
+                            $scheduleSending = true;
+                        }
+                    }
+                } else {
+                    $scheduleSending = true;
+                }
+            }
+
+            if (!$scheduleSending) {
+                continue;
+            }
+
+            $report->loadLinkMultipleField('emailSendingUsers');
+            $users = $report->get('emailSendingUsersIds');
+
+            if (empty($users)) {
+                continue;
+            }
+
+            $executeTime = clone $now;
+
+            if ($report->get('emailSendingTime')) {
+                $time = explode(':', $report->get('emailSendingTime'));
+
+                if (empty($time[0]) || $time[0] < 0 || $time[0] > 23) {
+                    $time[0] = 0;
+                }
+
+                if (empty($time[1]) || $time[1] < 0 || $time[1] > 59) {
+                    $time[1] = 0;
+                }
+
+                $executeTime->setTimezone($espoTimeZone);
+                $executeTime->setTime(intval($time[0]), intval($time[1]));
+                $executeTime->setTimezone($utcTZ);
+            }
+
+            $report->set('emailSendingLastDateSent', $executeTime->format(DateTimeUtil::SYSTEM_DATE_TIME_FORMAT));
+
+            $this->entityManager->saveEntity($report);
+
+            foreach ($users as $userId) {
+                $jobEntity = $this->entityManager->getEntity(Job::ENTITY_TYPE);
+
+                $data = (object) [
+                    'userId' => $userId,
+                    'reportId' => $report->getId(),
+                ];
+
+                $jobEntity->set([
+                    'name' => Send::class,
+                    'className' => Send::class,
+                    'executeTime' => $executeTime->format(DateTimeUtil::SYSTEM_DATE_TIME_FORMAT),
+                    'data' => $data,
+                ]);
+
+                $this->entityManager->saveEntity($jobEntity);
+            }
+        }
+    }
+
+    /**
+     * @param stdClass $data
+     * @param GridResult|array<int, mixed> $result
+     * @throws Error
+     */
+    public function buildData($data, $result, ReportEntity $report): void
+    {
+        $this->emailBuilder->buildEmailData($data, $result, $report, true);
+    }
+}

custom/Espo/Modules/Advanced/Tools/Report/TargetListSyncService.php

@@ -0,0 +1,163 @@
+<?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\Tools\Report;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Crm\Entities\TargetList;
+use Espo\Modules\Crm\Tools\TargetList\RecordService;
+use Espo\ORM\EntityManager;
+
+class TargetListSyncService
+{
+
+    public function __construct(
+        private EntityManager $entityManager,
+        private Acl $acl,
+        private Metadata $metadata,
+        private ServiceContainer $serviceContainer,
+        private Service $service,
+        private InjectableFactory $injectableFactory
+    ) {}
+
+    /**
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     */
+    public function syncTargetListWithReportsById(string $targetListId): void
+    {
+        /** @var ?TargetList $targetList */
+        $targetList = $this->entityManager->getEntity(TargetList::ENTITY_TYPE, $targetListId);
+
+        if (!$targetList) {
+            throw new NotFound();
+        }
+
+        if (!$targetList->get('syncWithReportsEnabled')) {
+            throw new Error("Sync with reports not enabled for target list $targetListId.");
+        }
+
+        $this->syncTargetListWithReports($targetList);
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     */
+    public function syncTargetListWithReports(TargetList $targetList): void
+    {
+        if (!$this->acl->checkEntityEdit($targetList)) {
+            throw new Forbidden();
+        }
+
+        /** @var \Espo\Modules\Crm\Tools\TargetList\RecordService $targetListService */
+        $targetListService = class_exists("Espo\\Modules\\Crm\\Tools\\TargetList\\RecordService") ?
+            $this->injectableFactory->create(RecordService::class) :
+            $this->serviceContainer->get(TargetList::ENTITY_TYPE);
+
+        if ($targetList->get('syncWithReportsUnlink')) {
+            $linkList = $this->metadata->get(['scopes', 'TargetList', 'targetLinkList']) ??
+                ['contacts', 'leads', 'accounts', 'users'];
+
+            foreach ($linkList as $link) {
+                $targetListService->unlinkAll($targetList->getId(), $link);
+            }
+        }
+
+        $reportList = $this->entityManager
+            ->getRDBRepository(TargetList::ENTITY_TYPE)
+            ->getRelation($targetList, 'syncWithReports')
+            ->find();
+
+        foreach ($reportList as $report) {
+            $this->populateTargetList($report->getId(), $targetList->getId());
+        }
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     */
+    public function populateTargetList(string $id, string $targetListId): void
+    {
+        /** @var ?Report $report */
+        $report = $this->entityManager->getEntityById(Report::ENTITY_TYPE, $id);
+
+        if (!$report) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityRead($report)) {
+            throw new Forbidden();
+        }
+
+        $targetList = $this->entityManager->getEntity(TargetList::ENTITY_TYPE, $targetListId);
+
+        if (!$targetList) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityEdit($targetList)) {
+            throw new Forbidden();
+        }
+
+        if ($report->getType() !== Report::TYPE_LIST) {
+            throw new Error("Report is not of 'List' type.");
+        }
+
+        $entityType = $report->getTargetEntityType();
+
+        $linkList = $this->metadata->get(['scopes', 'TargetList', 'targetLinkList']) ??
+            ['contacts', 'leads', 'accounts', 'users'];
+
+        $link = null;
+
+        foreach ($linkList as $itemLink) {
+            if (
+                $this->metadata->get(['entityDefs', 'TargetList', 'links', $itemLink, 'entity']) === $entityType
+            ) {
+                $link = $itemLink;
+
+                break;
+            }
+        }
+
+        if (!$link) {
+            throw new Error("Not supported entity type '$entityType' for target list sync.");
+        }
+
+        $query = $this->service
+            ->prepareSelectBuilder($report)
+            ->build();
+
+        $this->entityManager
+            ->getRDBRepository(TargetList::ENTITY_TYPE)
+            ->getRelation($targetList, $link)
+            ->massRelate($query);
+    }
+}

custom/Espo/Modules/Advanced/Tools/ReportFilter/Service.php

@@ -0,0 +1,235 @@
+<?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\Tools\ReportFilter;
+
+use Espo\Core\DataManager;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Language;
+use Espo\Core\Utils\Metadata;
+use Espo\Modules\Advanced\Classes\Select\Common\PrimaryFilters\ReportFilter as ReportPrimaryFilter;
+use Espo\Modules\Advanced\Core\ReportFilter as ReportFilterUtil;
+use Espo\Modules\Advanced\Entities\ReportFilter;
+use Espo\ORM\EntityManager;
+
+class Service
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Metadata $metadata,
+        private InjectableFactory $injectableFactory,
+        private DataManager $dataManager,
+        private Config $config
+    ) {}
+
+    public function rebuild(?string $specificEntityType = null): void
+    {
+        $scopeData = $this->metadata->get(['scopes'], []);
+
+        $entityTypeList = [];
+
+        $language = $this->injectableFactory->createWith(Language::class, ['language' => 'en_US']);
+
+        $isAnythingChanged = false;
+
+        if ($specificEntityType) {
+            $entityTypeList[] = $specificEntityType;
+        } else {
+            foreach ($scopeData as $scope => $item) {
+                if (empty($item['entity'])) {
+                    continue;
+                }
+
+                if (empty($item['object'])) {
+                    continue;
+                }
+
+                if (!empty($item['disabled'])) {
+                    continue;
+                }
+
+                $entityTypeList[] = $scope;
+            }
+        }
+
+        foreach ($entityTypeList as $entityType) {
+            /** @var array<string, mixed> $removedHash */
+            $removedHash = [];
+            $isChanged = false;
+
+            $clientDefs = $this->metadata->getCustom('clientDefs', $entityType, (object) []);
+            $filterList = [];
+            $toAppend = true;
+
+            if (isset($clientDefs->filterList)) {
+                $toAppend = false;
+                $filterList = $clientDefs->filterList;
+            }
+
+            foreach ($filterList as $i => $item) {
+                if (is_string($item)) {
+                    if ($item === '__APPEND__') {
+                        unset($filterList[$i]);
+                        $toAppend = true;
+                    }
+
+                    continue;
+                }
+
+                if (!empty($item->isReportFilter)) {
+                    unset($filterList[$i]);
+                    $isChanged = true;
+                }
+            }
+
+            $filterList = array_values($filterList);
+
+            $entityDefs = $this->metadata->getCustom('entityDefs', $entityType, (object) []);
+
+            $filtersData = (object) [];
+
+            if (isset($entityDefs->collection) && isset($entityDefs->collection->filters)) {
+                $filtersData = $entityDefs->collection->filters;
+
+                if (is_array($filtersData)) {
+                    $filtersData = (object) [];
+                }
+            }
+
+            foreach ($filtersData as $filter => $item) {
+                if (!empty($item->isReportFilter)) {
+                    unset($filtersData->$filter);
+
+                    $removedHash[$filter] = true;
+                    $isChanged = true;
+                }
+            }
+
+            $reportFilterList = $this->entityManager
+                ->getRDBRepositoryByClass(ReportFilter::class)
+                ->where([
+                    'isActive' => true,
+                    'entityType' => $entityType,
+                ])
+                ->order('order')
+                ->find();
+
+            $supportsFilterNames = $this->supportsFilterNames();
+
+            foreach ($reportFilterList as $reportFilter) {
+                $isChanged = true;
+                $name = 'reportFilter' . $reportFilter->getId();
+
+                $o = (object) [
+                    'isReportFilter' => true,
+                    'name' => $name,
+                ];
+
+                if (count($reportFilter->getLinkMultipleIdList('teams'))) {
+                    $o->accessDataList = [
+                        (object) ['teamIdList' => $reportFilter->getLinkMultipleIdList('teams')]
+                    ];
+                }
+
+                $filterList[] = $o;
+
+                unset($removedHash[$name]);
+
+                $filtersData->$name = (object) [
+                    'isReportFilter' => true,
+                    'className' => ReportFilterUtil::class,
+                    'id' => $reportFilter->getId(),
+                ];
+
+                if ($supportsFilterNames) {
+                    unset($filtersData->$name->className);
+                }
+
+                $language->set($entityType, 'presetFilters', $name, $reportFilter->get('name'));
+            }
+
+            if ($isChanged) {
+                $isAnythingChanged = true;
+
+                $clientDefs = $this->metadata->getCustom('clientDefs', $entityType, (object) []);
+
+                if (!empty($filterList)) {
+                    if ($toAppend) {
+                        array_unshift($filterList, '__APPEND__');
+                    }
+
+                    $clientDefs->filterList = $filterList;
+                } else {
+                    unset($clientDefs->filterList);
+                }
+
+                $this->metadata->saveCustom('clientDefs', $entityType, $clientDefs);
+
+                if ($supportsFilterNames) {
+                    $selectDefs = $this->metadata->getCustom('selectDefs', $entityType, (object) []);
+
+                    if (!isset($selectDefs->primaryFilterClassNameMap)) {
+                        $selectDefs->primaryFilterClassNameMap = (object) [];
+                    }
+                }
+
+                $entityDefs = $this->metadata->getCustom('entityDefs', $entityType, (object) []);
+
+                if (!isset($entityDefs->collection)) {
+                    $entityDefs->collection = (object) [];
+                }
+
+                $entityDefs->collection->filters = $filtersData;
+
+                $this->metadata->saveCustom('entityDefs', $entityType, $entityDefs);
+
+                if ($supportsFilterNames && isset($selectDefs)) {
+                    foreach (get_object_vars($filtersData) as $name => $ignored) {
+                        $selectDefs->primaryFilterClassNameMap->$name = ReportPrimaryFilter::class;
+                    }
+                }
+
+                foreach ($removedHash as $name => $item) {
+                    $language->delete($entityType, 'presetFilters', $name);
+
+                    if ($supportsFilterNames && isset($selectDefs)) {
+                        unset($selectDefs->primaryFilterClassNameMap->$name);
+                    }
+                }
+
+                if ($supportsFilterNames && isset($selectDefs)) {
+                    $this->metadata->saveCustom('selectDefs', $entityType, $selectDefs);
+                }
+            }
+        }
+
+        if ($isAnythingChanged) {
+            $language->save();
+
+            $this->dataManager->clearCache();
+        }
+    }
+
+    private function supportsFilterNames(): bool
+    {
+        $version = $this->config->get('version');
+
+        return version_compare($version, '7.5.0') >= 0;
+    }
+}

custom/Espo/Modules/Advanced/Tools/ReportPanel/Service.php

@@ -0,0 +1,719 @@
+<?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\Tools\ReportPanel;
+
+use Espo\Core\Acl;
+use Espo\Core\DataManager;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Metadata;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Select\SearchParams;
+use Espo\Core\Select\Where\Item as WhereItem;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Entities\Report;
+use Espo\Modules\Advanced\Entities\ReportPanel;
+use Espo\Modules\Advanced\Tools\Report\GridType\Result as GridResult;
+use Espo\Modules\Advanced\Tools\Report\GridType\RunParams as GridRunParams;
+use Espo\Modules\Advanced\Tools\Report\ListType\Result as ListResult;
+use Espo\Modules\Advanced\Tools\Report\ListType\RunParams as ListRunParams;
+use Espo\Modules\Advanced\Tools\Report\ListType\SubReportParams;
+use Espo\Modules\Advanced\Tools\Report\Service as ReportService;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+use LogicException;
+use stdClass;
+
+class Service
+{
+    private const TYPE_LIST = 'List';
+    private const TYPE_GRID = 'Grid';
+    private const TYPE_SUB_REPORT_LIST = 'SubReportList';
+
+    public function __construct(
+        private Metadata $metadata,
+        private Acl $acl,
+        private User $user,
+        private EntityManager $entityManager,
+        private InjectableFactory $injectableFactory,
+        private DataManager $dataManager,
+        private Config $config,
+    ) {}
+
+    /**
+     * @throws Error
+     */
+    public function rebuild(?string $specificEntityType = null): void
+    {
+        $scopeData = $this->metadata->get(['scopes'], []);
+        $entityTypeList = [];
+
+        $isAnythingChanged = false;
+
+        if ($specificEntityType) {
+            $entityTypeList[] = $specificEntityType;
+        }
+        else {
+            foreach ($scopeData as $scope => $item) {
+                if (empty($item['entity'])) {
+                    continue;
+                }
+
+                if (empty($item['object'])) {
+                    continue;
+                }
+
+                if (!empty($item['disabled'])) {
+                    continue;
+                }
+
+                $entityTypeList[] = $scope;
+            }
+        }
+
+        $typeList = ['bottom', 'side'];
+
+        foreach ($entityTypeList as $entityType) {
+            $clientDefs = $this->metadata->getCustom('clientDefs', $entityType, (object) []);
+
+            $panelListData = [];
+
+            $dynamicLogicToRemoveHash = [];
+            $dynamicLogicHash = [];
+
+            foreach ($typeList as $type) {
+                $isChanged = false;
+
+                $toAppend = true;
+
+                $panelListData[$type] = [];
+                $key = $type . 'Panels';
+
+                if (isset($clientDefs->$key->detail)) {
+                    $toAppend = false;
+
+                    $panelListData[$type] = $clientDefs->$key->detail;
+                }
+
+                foreach ($panelListData[$type] as $i => $item) {
+                    if (is_string($item)) {
+                        if ($item === '__APPEND__') {
+                            unset($panelListData[$type][$i]);
+
+                            $toAppend = true;
+                        }
+
+                        continue;
+                    }
+
+                    if (!empty($item->isReportPanel)) {
+                        if (isset($item->name)) {
+                            $dynamicLogicToRemoveHash[$item->name] = true;
+                        }
+
+                        unset($panelListData[$type][$i]);
+
+                        $isChanged = true;
+                    }
+                }
+
+                $panelListData[$type] = array_values($panelListData[$type]);
+
+                $reportPanels = $this->entityManager
+                    ->getRDBRepositoryByClass(ReportPanel::class)
+                    ->where([
+                        'isActive' => true,
+                        'entityType' => $entityType,
+                        'type' => $type
+                    ])
+                    ->order('name')
+                    ->find();
+
+                foreach ($reportPanels as $reportPanel) {
+                    $reportId = $reportPanel->get('reportId');
+
+                    if (!$reportId) {
+                        continue;
+                    }
+
+                    $report = $this->entityManager
+                        ->getRDBRepositoryByClass(Report::class)
+                        ->getById($reportId);
+
+                    if (!$report) {
+                        continue;
+                    }
+
+                    $isChanged = true;
+
+                    $name = 'reportPanel' . $reportPanel->get('id');
+
+                    $o = (object) [
+                        'isReportPanel' => true,
+                        'name' => $name,
+                        'label' => $reportPanel->get('name'),
+                        'view' => 'advanced:views/report-panel/record/panels/report-panel-' . $type,
+                        'reportPanelId' => $reportPanel->getId(),
+                        'reportType' => $report->getType(),
+                        'reportEntityType' => $report->getTargetEntityType(),
+                        'displayType' => $reportPanel->get('displayType'),
+                        'displayTotal'  => $reportPanel->get('displayTotal'),
+                        'displayOnlyTotal' => $reportPanel->get('displayOnlyTotal'),
+                        'useSiMultiplier' => $reportPanel->get('useSiMultiplier'),
+                        'accessDataList' => [
+                            (object) ['scope' => $report->getTargetEntityType()]
+                        ],
+                    ];
+
+                    if ($type === 'bottom') {
+                        $o->order = $reportPanel->get('order');
+
+                        if ($o->order <= 2) {
+                            $o->sticked = true;
+                        }
+                    }
+
+                    if ($reportPanel->get('dynamicLogicVisible')) {
+                        $dynamicLogicHash[$name] = (object) [
+                            'visible' => $reportPanel->get('dynamicLogicVisible')
+                        ];
+
+                        unset($dynamicLogicToRemoveHash[$name]);
+                    }
+
+                    if ($report->get('type') === 'Grid') {
+                        $o->column = $reportPanel->get('column');
+                    }
+
+                    if (count($reportPanel->getLinkMultipleIdList('teams'))) {
+                        $o->accessDataList[] = (object) ['teamIdList' => $reportPanel->getLinkMultipleIdList('teams')];
+                    }
+
+                    $panelListData[$type][] = $o;
+                }
+
+                if ($isChanged) {
+                    $isAnythingChanged = true;
+
+                    $clientDefs = $this->metadata->getCustom('clientDefs', $entityType, (object) []);
+
+                    if ($this->hasLogicDefs()) {
+                        $logicDefs = $this->metadata->getCustom('logicDefs', $entityType, (object) []);
+                    } else {
+                        $clientDefs->dynamicLogic ??= (object) [];
+
+                        $logicDefs = $clientDefs->dynamicLogic;
+                    }
+
+                    foreach (array_keys($dynamicLogicToRemoveHash) as $name) {
+                        if (isset($logicDefs->panels)) {
+                            unset($logicDefs->panels->$name);
+                        }
+                    }
+
+                    if ($dynamicLogicHash) {
+                        $logicDefs->panels ??= (object) [];
+
+                        foreach ($dynamicLogicHash as $name => $item) {
+                            $logicDefs->panels->$name = $item;
+                        }
+                    }
+
+                    if (!empty($panelListData[$type])) {
+                        if ($toAppend) {
+                            array_unshift($panelListData[$type], '__APPEND__');
+                        }
+
+                        if (!isset($clientDefs->$key)) {
+                            $clientDefs->$key = (object) [];
+                        }
+
+                        $clientDefs->$key->detail = $panelListData[$type];
+                    } else {
+                        if (isset($clientDefs->$key)) {
+                            unset($clientDefs->$key->detail);
+                        }
+                    }
+
+                    $this->metadata->saveCustom('clientDefs', $entityType, $clientDefs);
+
+                    if ($this->hasLogicDefs()) {
+                        $this->metadata->saveCustom('logicDefs', $entityType, $logicDefs);
+                    }
+                }
+            }
+        }
+
+        if ($isAnythingChanged) {
+            $this->dataManager->clearCache();
+        }
+    }
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     */
+    public function runList(
+        string $id,
+        ?string $parentType,
+        ?string $parentId,
+        SearchParams $searchParams
+    ): ListResult {
+
+        $result = $this->run(self::TYPE_LIST, $id, $parentType, $parentId, $searchParams);
+
+        if (!$result instanceof ListResult) {
+            throw new Error("Bad report result.");
+        }
+
+        return $result;
+    }
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     */
+    public function runSubReportList(
+        string $id,
+        ?string $parentType,
+        ?string $parentId,
+        SearchParams $searchParams,
+        SubReportParams $subReportParams,
+        ?string $subReportId = null
+    ): ListResult {
+
+        $result = $this->run(
+            self::TYPE_SUB_REPORT_LIST,
+            $id,
+            $parentType,
+            $parentId,
+            $searchParams,
+            $subReportParams,
+            $subReportId
+        );
+
+        if (!$result instanceof ListResult) {
+            throw new Error("Bad report result.");
+        }
+
+        return $result;
+    }
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     */
+    public function runGrid(string $id, ?string $parentType, ?string $parentId): GridResult
+    {
+        $result = $this->run(self::TYPE_GRID, $id, $parentType, $parentId);
+
+        if (!$result instanceof GridResult) {
+            throw new LogicException("Bad report result.");
+        }
+
+        return $result;
+    }
+
+    /**
+     * @return ListResult|GridResult
+     *
+     * @throws BadRequest
+     * @throws Error
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    public function run(
+        string $type,
+        string $id,
+        ?string $parentType,
+        ?string $parentId,
+        ?SearchParams $searchParams = null,
+        ?SubReportParams $subReportParams = null,
+        ?string $subReportId = null
+    ) {
+        $reportPanel = $this->entityManager
+            ->getRDBRepositoryByClass(ReportPanel::class)
+            ->getById($id);
+
+        if (!$reportPanel) {
+            throw new NotFound('Report Panel not found.');
+        }
+
+        if (!$this->acl->checkScope($reportPanel->get('reportEntityType'))) {
+            throw new Forbidden();
+        }
+
+        if (!$parentId || !$parentType) {
+            throw new BadRequest();
+        }
+
+        $parent = $this->entityManager->getEntity($parentType, $parentId);
+
+        if (!$parent) {
+            throw new NotFound();
+        }
+
+        if (!$this->acl->checkEntityRead($parent)) {
+            throw new Forbidden();
+        }
+
+        if (!$reportPanel->getReportId()) {
+            throw new Error('Bad Report Panel.');
+        }
+
+        if ($reportPanel->getTargetEntityType() !== $parentType) {
+            throw new Forbidden();
+        }
+
+        $teamIdList = $reportPanel->getLinkMultipleIdList('teams');
+
+        if (count($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 Panel.");
+            }
+        }
+
+        $report = $this->entityManager
+            ->getRDBRepositoryByClass(Report::class)
+            ->getById($reportPanel->getReportId());
+
+        if (!$report) {
+            throw new NotFound("Report not found.");
+        }
+
+        if (
+            $type === self::TYPE_SUB_REPORT_LIST &&
+            $report->getType() === Report::TYPE_JOINT_GRID
+        ) {
+            if (!$subReportId) {
+                throw new BadRequest("No 'subReportId'.");
+            }
+
+            $joinedReportDataList = $report->get('joinedReportDataList');
+
+            if (empty($joinedReportDataList)) {
+                throw new Error("No joinedReportDataList.");
+            }
+
+            $subReport = null;
+
+            foreach ($joinedReportDataList as $subReportItem) {
+                if ($subReportId === $subReportItem->id) {
+                    $subReport = $this->entityManager
+                        ->getRDBRepositoryByClass(Report::class)
+                        ->getById($subReportItem->id);
+
+                    break;
+                }
+            }
+
+            if (!$subReport) {
+                throw new Error("No report found.");
+            }
+
+            $report = $subReport;
+        }
+
+        $where = null;
+        $idWhereMap = null;
+
+        if ($report->getType() === Report::TYPE_JOINT_GRID) {
+            $idWhereMap = [];
+
+            /** @var stdClass[] $joinedReportDataList */
+            $joinedReportDataList = $report->get('joinedReportDataList') ?? [];
+
+            foreach ($joinedReportDataList as $subReportItem) {
+                /** @var ?string $subReportId */
+                $subReportId = $subReportItem->id ?? null;
+
+                if (!is_string($subReportId)) {
+                    continue;
+                }
+
+                $subReport = $this->entityManager->getRDBRepositoryByClass(Report::class)->getById($subReportId);
+
+                if (!$subReport) {
+                    throw new Error('Sub report not found.');
+                }
+
+                $idWhereMap[$subReportId] = $this->getWhere($parent, $subReport);
+            }
+        } else {
+            $where = $this->getWhere($parent, $report);
+        }
+
+        $service = $this->injectableFactory->create(ReportService::class);
+
+        if ($type === self::TYPE_GRID) {
+            return $service->runGrid(
+                $report->getId(),
+                $where,
+                $this->user,
+                GridRunParams::create()->withSkipRuntimeFiltersCheck(),
+                $idWhereMap
+            );
+        }
+
+        $searchParams = $searchParams->withWhereAdded($where);
+
+        if ($type === self::TYPE_LIST) {
+            return $service->runList(
+                $report->getId(),
+                $searchParams,
+                $this->user,
+                ListRunParams::create()->withSkipRuntimeFiltersCheck()
+            );
+        }
+
+        if ($type === self::TYPE_SUB_REPORT_LIST) {
+            if (!$subReportParams) {
+                throw new LogicException();
+            }
+
+            return $service->runSubReportList(
+                $report->getId(),
+                $searchParams,
+                $subReportParams,
+                $this->user,
+                ListRunParams::create()->withSkipRuntimeFiltersCheck()
+            );
+        }
+
+        throw new Error("Not supported panel type.");
+    }
+
+    private function getWhere(Entity $parent, Report $report): WhereItem
+    {
+        $where = null;
+
+        foreach ($report->getRuntimeFilters() as $item) {
+            $field = $item;
+
+            $entityType = $report->getTargetEntityType();
+
+            if (strpos($item, '.')) {
+                [$link, $field] = explode('.', $item);
+
+                $entityType = $this->metadata->get(['entityDefs', $entityType, 'links', $link, 'entity']);
+
+                if (!$entityType) {
+                    continue;
+                }
+            }
+
+            $linkType = $this->metadata->get(['entityDefs', $entityType, 'links', $field, 'type']);
+
+            if ($linkType === Entity::BELONGS_TO || $linkType === Entity::HAS_MANY) {
+                $foreignEntityType = $this->metadata
+                    ->get(['entityDefs', $entityType, 'links', $field, 'entity']);
+
+                if ($foreignEntityType !== $parent->getEntityType()) {
+                    continue;
+                }
+
+                if ($linkType === Entity::BELONGS_TO) {
+                    $where = WhereItem::createBuilder()
+                        ->setAttribute($item . 'Id')
+                        ->setType('equals')
+                        ->setValue($parent->getId())
+                        ->build();
+                }
+                else {
+                    $where = WhereItem::createBuilder()
+                        ->setAttribute($item)
+                        ->setType('linkedWith')
+                        ->setValue([$parent->getId()])
+                        ->build();
+                }
+            }
+            else if ($linkType === Entity::BELONGS_TO_PARENT) {
+                $entityTypeList = $this->metadata
+                    ->get(['entityDefs', $entityType, 'fields', $field, 'entityList'], []);
+
+                if (!in_array($parent->getEntityType(), $entityTypeList)) {
+                    continue;
+                }
+
+                $where = WhereItem::createBuilder()
+                    ->setType('and')
+                    ->setItemList([
+                        WhereItem::createBuilder()
+                            ->setAttribute($item . 'Id')
+                            ->setType('equals')
+                            ->setValue($parent->getId())
+                            ->build(),
+                        WhereItem::createBuilder()
+                            ->setAttribute($item . 'Type')
+                            ->setType('equals')
+                            ->setValue($parent->getEntityType())
+                            ->build(),
+                    ])
+                    ->build();
+            }
+        }
+
+        if ($where) {
+            return $where;
+        }
+
+        $entityType = $report->getTargetEntityType();
+
+        /** @var string[] $linkList */
+        $linkList = array_keys($this->metadata->get(['entityDefs', $entityType, 'links'], []));
+
+        $foundBelongsToList = [];
+        $foundHasManyList = [];
+        $foundBelongsToParentList = [];
+        $foundBelongsToParentEmptyList = [];
+
+        foreach ($linkList as $link) {
+            $linkType = $this->metadata->get(['entityDefs', $entityType, 'links', $link, 'type']);
+
+            if ($linkType === Entity::BELONGS_TO || $linkType === Entity::HAS_MANY) {
+                $foreignEntityType = $this->metadata->get(['entityDefs', $entityType, 'links', $link, 'entity']);
+
+                if ($foreignEntityType !== $parent->getEntityType()) {
+                    continue;
+                }
+
+                if ($linkType === Entity::BELONGS_TO) {
+                    $foundBelongsToList[] = $link;
+                } else {
+                    $foundHasManyList[] = $link;
+                }
+
+                continue;
+            }
+
+            if ($linkType === Entity::BELONGS_TO_PARENT) {
+                $entityTypeList = $this->metadata->get(['entityDefs', $entityType, 'fields', $link, 'entityList'], []);
+
+                if (!in_array($parent->getEntityType(), $entityTypeList)) {
+                    if (empty($entityTypeList)) {
+                        $foundBelongsToParentEmptyList[] = $link;
+                    }
+
+                    continue;
+                }
+
+                $foundBelongsToParentList[] = $link;
+            }
+        }
+
+        if (count($foundBelongsToList)) {
+            $link = $foundBelongsToList[0];
+
+            return WhereItem::createBuilder()
+                ->setAttribute($link . 'Id')
+                ->setType('equals')
+                ->setValue($parent->getId())
+                ->build();
+        }
+
+        if (count($foundBelongsToParentList)) {
+            $link = $foundBelongsToParentList[0];
+
+            return WhereItem::createBuilder()
+                ->setType('and')
+                ->setItemList([
+                    WhereItem::createBuilder()
+                        ->setAttribute($link . 'Id')
+                        ->setType('equals')
+                        ->setValue($parent->getId())
+                        ->build(),
+                    WhereItem::createBuilder()
+                        ->setAttribute($link . 'Type')
+                        ->setType('equals')
+                        ->setValue($parent->getEntityType())
+                        ->build(),
+                ])
+                ->build();
+        }
+
+        if (count($foundHasManyList)) {
+            $link = $foundHasManyList[0];
+
+            return WhereItem::createBuilder()
+                ->setAttribute($link)
+                ->setType('linkedWith')
+                ->setValue([$parent->getId()])
+                ->build();
+        }
+
+        if (count($foundBelongsToParentEmptyList)) {
+            $link = $foundBelongsToParentEmptyList[0];
+
+            return WhereItem::createBuilder()
+                ->setType('and')
+                ->setItemList([
+                    WhereItem::createBuilder()
+                        ->setAttribute($link . 'Id')
+                        ->setType('equals')
+                        ->setValue($parent->getId())
+                        ->build(),
+                    WhereItem::createBuilder()
+                        ->setAttribute($link . 'Type')
+                        ->setType('equals')
+                        ->setValue($parent->getEntityType())
+                        ->build(),
+                ])
+                ->build();
+        }
+
+        return WhereItem::createBuilder()
+            ->setAttribute('id')
+            ->setType('equals')
+            ->setValue(null)
+            ->build();
+    }
+
+    private function hasLogicDefs(): bool
+    {
+        $version = $this->config->get('version');
+
+        if ($version === '@@version') {
+            return true;
+        }
+
+        return version_compare($version, '9.1.0') >= 0;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Action/RunAction/ServiceAction.php

@@ -0,0 +1,32 @@
+<?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\Tools\Workflow\Action\RunAction;
+
+use Espo\ORM\Entity;
+
+/**
+ * @template TEntity of Entity
+ */
+interface ServiceAction
+{
+    /**
+     * @param Entity $entity
+     */
+    public function run(Entity $entity, mixed $data): mixed;
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Alert.php

@@ -0,0 +1,28 @@
+<?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\Tools\Workflow;
+
+class Alert
+{
+    public function __construct(
+        public string $message,
+        public ?string $type = null,
+        public bool $autoClose = false,
+    ) {}
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Core/EntityHelper.php

@@ -0,0 +1,464 @@
+<?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\Tools\Workflow\Core;
+
+use Espo\Core\Container;
+use Espo\Core\FieldProcessing\SpecificFieldLoader;
+use Espo\Core\InjectableFactory;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Core\Utils\FieldUtil;
+use Espo\Core\Utils\Metadata;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+
+use Exception;
+use stdClass;
+
+class EntityHelper
+{
+    /**
+     * For bc the type is in the docblock.
+     *
+     * @var ?SpecificFieldLoader
+     */
+    private $specificFieldLoader = null;
+
+    public function __construct(
+        private Container $container,
+        private EntityManager $entityManager,
+        private ServiceContainer $serviceContainer,
+        private Metadata $metadata,
+        private FieldUtil $fieldUtil,
+    ) {}
+
+    private function getSpecificFieldLoader(): ?SpecificFieldLoader
+    {
+        if (!class_exists("Espo\\Core\\FieldProcessing\\SpecificFieldLoader")) {
+            return null;
+        }
+
+        if (!$this->specificFieldLoader) {
+            $this->specificFieldLoader = $this->container
+                ->getByClass(InjectableFactory::class)
+                ->create(SpecificFieldLoader::class);
+        }
+
+        return $this->specificFieldLoader;
+    }
+
+    /**
+     * @param string $fieldName
+     * @return string
+     */
+    private function normalizeRelatedFieldName(CoreEntity $entity, $fieldName)
+    {
+        if ($entity->hasRelation($fieldName)) {
+            $type = $entity->getRelationType($fieldName);
+
+            $key = $entity->getRelationParam($fieldName, 'key');
+            $foreignKey = $entity->getRelationParam($fieldName, 'foreignKey');
+
+            switch ($type) {
+                case Entity::HAS_CHILDREN:
+                    if ($foreignKey) {
+                        $fieldName = $foreignKey;
+                    }
+
+                    break;
+
+                case Entity::BELONGS_TO:
+                    if ($key) {
+                        $fieldName = $key;
+                    }
+
+                    break;
+
+                case Entity::HAS_MANY:
+                case Entity::MANY_MANY:
+                    $fieldName .= 'Ids';
+
+                    break;
+            }
+        }
+
+        return $fieldName;
+    }
+
+    /**
+     * Get actual attribute list w/o additional.
+     *
+     * @param Entity $entity
+     * @param string $field
+     * @return string[]
+     */
+    public function getActualAttributes(Entity $entity, string $field): array
+    {
+        $entityType = $entity->getEntityType();
+
+        $list = [];
+        $actualList = $this->fieldUtil->getActualAttributeList($entityType, $field);
+        $additionalList = $this->fieldUtil->getAdditionalActualAttributeList($entityType, $field);
+
+        foreach ($actualList as $item) {
+            if (!in_array($item, $additionalList)) {
+                $list[] = $item;
+            }
+        }
+
+        return $list;
+    }
+
+    /**
+     * Get field value for a field/related field. If this field has a relation, get value from the relation.
+     */
+    public function getFieldValues(
+        CoreEntity $fromEntity,
+        CoreEntity $toEntity,
+        string $fromField,
+        string $toField
+    ): stdClass {
+
+        $entity = $fromEntity;
+        $field = $fromField;
+
+        $values = (object) [];
+
+        if (str_contains($field, '.')) {
+            [$relation, $foreignField] = explode('.', $field);
+
+            $relatedEntity = $this->getRelatedEntity($entity, $relation);
+
+            if (!$relatedEntity instanceof CoreEntity) {
+                $GLOBALS['log']->debug(
+                    "Workflow EntityHelper:getFieldValues: No related record for '$field', entity " .
+                    "{$entity->getEntityType()}.");
+
+                return (object) [];
+            }
+
+            $entity = $relatedEntity;
+            $field = $foreignField;
+        }
+
+        if ($entity->hasRelation($field) && !$entity->isNew()) {
+            $this->loadLink($entity, $field);
+        }
+
+        $fromType = $this->getFieldType($entity, $field);
+        $toType = $this->getFieldType($toEntity, $toField);
+
+        if (
+            $fromType === 'link' &&
+            $toType === 'linkParent'
+        ) {
+            return $this->getFieldValuesLinkToLinkParent($entity, $field, $toField);
+        }
+
+        if (
+            $fromField === 'id' &&
+            $toType === 'linkParent'
+        ) {
+            return $this->getFieldValuesIdToLinkParent($entity, $toField);
+        }
+
+        $attributeMap = $this->getRelevantAttributeMap($entity, $toEntity, $field, $toField);
+
+        $service = $this->serviceContainer->get($entity->getEntityType());
+
+        $toAttribute = null;
+
+        $this->loadFieldForAttributes($entity, $field, array_keys($attributeMap));
+
+        foreach ($attributeMap as $fromAttribute => $toAttribute) {
+            // @todo Revise.
+            $getCopiedMethodName = 'getCopied' . ucfirst($fromAttribute);
+
+            if (method_exists($entity, $getCopiedMethodName)) {
+                $values->$toAttribute = $entity->$getCopiedMethodName();
+
+                continue;
+            }
+
+            // @todo Revise.
+            $getCopiedMethodName = 'getCopiedEntityAttribute' . ucfirst($fromAttribute);
+
+            if (method_exists($service, $getCopiedMethodName)) {
+                $values->$toAttribute = $service->$getCopiedMethodName($entity);
+
+                continue;
+            }
+
+            $values->$toAttribute = $entity->get($fromAttribute);
+        }
+
+        $toFieldType = $this->getFieldType($toEntity, $toField);
+
+        if ($toFieldType === 'personName' && $toAttribute) {
+            $this->handlePersonName($toAttribute, $values, $toField);
+        }
+
+        // Correct field types. E.g. set teamsIds from defaultTeamId.
+        if ($toEntity->hasRelation($toField)) {
+            $normalizedFieldName = $this->normalizeRelatedFieldName($toEntity, $toField);
+
+            if (
+                $toEntity->getRelationType($toField) === Entity::MANY_MANY &&
+                isset($values->$normalizedFieldName) &&
+                !is_array($values->$normalizedFieldName)
+            ) {
+                $values->$normalizedFieldName = (array) $values->$normalizedFieldName;
+            }
+        }
+
+        return $values;
+    }
+
+    /**
+     * @return array<string, string>
+     */
+    private function getRelevantAttributeMap(
+        Entity $fromEntity,
+        Entity $toEntity,
+        string $fromField,
+        string $toField
+    ): array {
+
+        $fromAttributeList = $this->getActualAttributes($fromEntity, $fromField);
+        $toAttributeList = $this->getActualAttributes($toEntity, $toField);
+
+        $fromType = $this->getFieldType($fromEntity, $fromField);
+        $toType = $this->getFieldType($toEntity, $toField);
+
+        $ignoreActualAttributesOnValueCopyFieldList = $this->metadata
+            ->get(['entityDefs', 'Workflow', 'ignoreActualAttributesOnValueCopyFieldList'], []);
+
+        if (in_array($fromType, $ignoreActualAttributesOnValueCopyFieldList)) {
+            $fromAttributeList = [$fromField];
+        }
+
+        if (in_array($toType, $ignoreActualAttributesOnValueCopyFieldList)) {
+            $toAttributeList = [$toField];
+        }
+
+        $attributeMap = [];
+
+        if (count($fromAttributeList) == count($toAttributeList)) {
+            if (
+                $fromType === 'datetimeOptional' &&
+                $toType === 'datetimeOptional'
+            ) {
+                if ($fromEntity->get($fromAttributeList[1])) {
+                    $attributeMap[$fromAttributeList[1]] = $toAttributeList[1];
+                } else {
+                    $attributeMap[$fromAttributeList[0]] = $toAttributeList[0];
+                }
+
+                return $attributeMap;
+            }
+
+            foreach ($fromAttributeList as $key => $name) {
+                $attributeMap[$name] = $toAttributeList[$key];
+            }
+
+            return $attributeMap;
+        }
+
+        if (
+            $fromType === 'datetimeOptional' ||
+            $toType === 'datetimeOptional'
+        ) {
+            if (count($toAttributeList) > count($fromAttributeList)) {
+                if ($fromType === 'date') {
+                    $attributeMap[$fromAttributeList[0]] = $toAttributeList[1];
+                } else {
+                    $attributeMap[$fromAttributeList[0]] = $toAttributeList[0];
+                }
+
+                return $attributeMap;
+            }
+
+            if ($toType === 'date') {
+                if ($fromEntity->get($fromAttributeList[1])) {
+                    $attributeMap[$fromAttributeList[1]] = $toAttributeList[0];
+                } else {
+                    $attributeMap[$fromAttributeList[0]] = $toAttributeList[0];
+                }
+            } else {
+                $attributeMap[$fromAttributeList[0]] = $toAttributeList[0];
+            }
+        }
+
+        return $attributeMap;
+    }
+
+    private function handlePersonName(string $toAttribute, stdClass $values, string $toField): void
+    {
+        if (empty($values->$toAttribute)) {
+            return;
+        }
+
+        $fullNameValue = trim($values->$toAttribute);
+
+        $firstNameAttribute = 'first' . ucfirst($toField);
+        $lastNameAttribute = 'last' . ucfirst($toField);
+
+        if (!str_contains($fullNameValue, ' ')) {
+            $lastNameValue = $fullNameValue;
+            $firstNameValue = null;
+        } else {
+            $index = strrpos($fullNameValue, ' ');
+            $firstNameValue = substr($fullNameValue, 0, $index ?: 0);
+            $lastNameValue = substr($fullNameValue, $index + 1);
+        }
+
+        $values->$firstNameAttribute = $firstNameValue;
+        $values->$lastNameAttribute = $lastNameValue;
+    }
+
+    private function loadLink(Entity $entity, string $field): void
+    {
+        if (!$entity instanceof CoreEntity) {
+            return;
+        }
+
+        switch ($entity->getRelationType($field)) { // ORM types
+            case Entity::MANY_MANY:
+            case Entity::HAS_CHILDREN:
+                try {
+                    $entity->loadLinkMultipleField($field);
+                } catch (Exception) {}
+
+                break;
+
+            case Entity::BELONGS_TO:
+            case Entity::HAS_ONE:
+                try {
+                    $entity->loadLinkField($field);
+                } catch (Exception) {}
+
+                break;
+        }
+    }
+
+    public function getFieldType(Entity $entity, string $field): ?string
+    {
+        return $this->metadata->get(['entityDefs', $entity->getEntityType(), 'fields', $field, 'type']);
+    }
+
+    private function getRelatedEntity(CoreEntity $entity, string $relation): ?Entity
+    {
+        if (!$entity->hasRelation($relation)) {
+            return null;
+        }
+
+        $relatedEntity = null;
+
+        if ($entity->hasId()) {
+            $relatedEntity = $this->entityManager
+                ->getRDBRepository($entity->getEntityType())
+                ->getRelation($entity, $relation)
+                ->findOne();
+
+            if ($relatedEntity) {
+                return $relatedEntity;
+            }
+        }
+
+        // If the entity is just created and doesn't have relations yet.
+
+        $foreignEntityType = $entity->getRelationParam($relation, 'entity');
+        $idAttribute = $this->normalizeRelatedFieldName($entity, $relation);
+
+        if (
+            $foreignEntityType &&
+            $entity->hasAttribute($idAttribute) &&
+            $entity->get($idAttribute)
+        ) {
+            $relatedEntity = $this->entityManager->getEntityById($foreignEntityType, $entity->get($idAttribute));
+        }
+
+        return $relatedEntity;
+    }
+
+    private function getFieldValuesLinkToLinkParent(
+        CoreEntity $fromEntity,
+        string $fromField,
+        string $toField
+    ): stdClass {
+
+        $sourceRecordId = $fromEntity->get($fromField . 'Id');
+        $foreignEntityType = $fromEntity->getRelationParam($fromField, 'entity');
+
+        if (!$sourceRecordId || !$foreignEntityType) {
+            return (object) [
+                $toField . 'Id' => null,
+                $toField . 'Type' => null,
+                $toField . 'Name' => null,
+            ];
+        }
+
+        return (object) [
+            $toField . 'Id' => $sourceRecordId,
+            $toField . 'Type' => $foreignEntityType,
+            $toField . 'Name' => $fromEntity->get($fromField . 'Name'),
+        ];
+    }
+
+    private function getFieldValuesIdToLinkParent(CoreEntity $fromEntity, string $toField): stdClass
+    {
+        return (object) [
+            $toField . 'Id' => $fromEntity->getId(),
+            $toField . 'Type' => $fromEntity->getEntityType(),
+            $toField . 'Name' => $fromEntity->get('name'),
+        ];
+    }
+
+    /**
+     * @param string[] $attributes
+     */
+    private function loadFieldForAttributes(CoreEntity $entity, string $field, array $attributes): void
+    {
+        $hasNotSet = $this->hasNotSetAttribute($entity, $attributes);
+
+        if (!$hasNotSet) {
+            return;
+        }
+
+        $this->getSpecificFieldLoader()->process($entity, $field);
+    }
+
+    /**
+     * @param string[] $attributes
+     */
+    private function hasNotSetAttribute(CoreEntity $entity, array $attributes): bool
+    {
+        $hasNotSet = false;
+
+        foreach ($attributes as $it) {
+            if (!$entity->has($it)) {
+                $hasNotSet = true;
+
+                break;
+            }
+        }
+
+        return $hasNotSet;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Core/FieldLoaderHelper.php

@@ -0,0 +1,74 @@
+<?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\Tools\Workflow\Core;
+
+use Espo\Core\FieldProcessing\SpecificFieldLoader;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Utils\FieldUtil;
+use Espo\ORM\Entity;
+
+class FieldLoaderHelper
+{
+    /**
+     * For bc the type is in the docblock.
+     *
+     * @var ?SpecificFieldLoader
+     */
+    private $specificFieldLoader = null;
+
+    public function __construct(
+        private InjectableFactory $injectableFactory,
+        private FieldUtil $fieldUtil,
+    ) {}
+
+    public function load(Entity $entity, string $path): void
+    {
+        /** @phpstan-ignore-next-line function.alreadyNarrowedType */
+        if (!method_exists($this->fieldUtil, 'getFieldOfAttribute')) {
+            return;
+        }
+
+        $field = $this->fieldUtil->getFieldOfAttribute($entity->getEntityType(), $path);
+
+        if (!$field) {
+            return;
+        }
+
+        $loader = $this->getSpecificFieldLoader();
+
+        if (!$loader) {
+            return;
+        }
+
+        $loader->process($entity, $field);
+    }
+
+    private function getSpecificFieldLoader(): ?SpecificFieldLoader
+    {
+        if (!class_exists("Espo\\Core\\FieldProcessing\\SpecificFieldLoader")) {
+            return null;
+        }
+
+        if (!$this->specificFieldLoader) {
+            $this->specificFieldLoader = $this->injectableFactory->create(SpecificFieldLoader::class);
+        }
+
+        return $this->specificFieldLoader;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Core/FieldValueHelper.php

@@ -0,0 +1,268 @@
+<?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\Tools\Workflow\Core;
+
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Utils\Log;
+use Espo\Modules\Advanced\Core\Workflow\Utils;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use RuntimeException;
+use stdClass;
+
+class FieldValueHelper
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Log $log,
+        private FieldLoaderHelper $fieldLoaderHelper,
+    ) {}
+
+    /**
+     * Get field value for a field/related field. If this field has a relation, get the value from the relation.
+     *
+     * @param ?string $path A field path.
+     */
+    public function getValue(
+        CoreEntity $entity,
+        ?string $path,
+        bool $returnEntity = false,
+        ?stdClass $createdEntitiesData = null
+    ): mixed {
+
+        if (str_starts_with($path, 'created:')) {
+            [$alias, $field] = explode('.', substr($path, 8));
+
+            if (!$createdEntitiesData || !isset($createdEntitiesData->$alias)) {
+                return null;
+            }
+
+            $entityTypeValue = $createdEntitiesData->$alias->entityType ?? null;
+            $entityIdValue = $createdEntitiesData->$alias->entityId ?? null;
+
+            if (!$entityTypeValue || !$entityIdValue) {
+                return null;
+            }
+
+            $entity = $this->entityManager->getEntityById($entityTypeValue, $entityIdValue);
+
+            if (!$entity) {
+                return null;
+            }
+
+            $path = $field;
+        } else if (str_contains($path, '.')) {
+            [$first, $foreignName] = explode('.', $path);
+
+            $relatedEntity = $this->getRelatedEntity($entity, $first);
+
+            if ($relatedEntity instanceof CoreEntity) {
+                $entity = $relatedEntity;
+
+                $path = $foreignName;
+            } else {
+                $this->log->warning("Workflow: Could not get related entity by path '$path'.");
+
+                return null;
+            }
+        }
+
+        if (!$entity instanceof CoreEntity) {
+            throw new RuntimeException();
+        }
+
+        if ($path && $entity->hasRelation($path)) {
+            $relatedEntity = $this->getRelatedEntityForRelation($entity, $path);
+
+            if ($relatedEntity instanceof CoreEntity) {
+                $foreignKey = $entity->getRelationParam($path, 'foreignKey') ?? 'id';
+
+                return $returnEntity ? $relatedEntity : $relatedEntity->get($foreignKey);
+            }
+
+            if (!$relatedEntity) {
+                $normalizedFieldName = Utils::normalizeFieldName($entity, $path);
+
+                if (!$entity->isNew() && $entity->hasLinkMultipleField($path)) {
+                    $entity->loadLinkMultipleField($path);
+                }
+
+                if ($entity->getRelationType($path) === Entity::BELONGS_TO_PARENT && !$returnEntity) {
+                    return null;
+                }
+
+                $fieldValue = $returnEntity ?
+                    $this->getParentEntity($entity, $path) :
+                    $this->getParentValue($entity, $normalizedFieldName);
+
+                if (isset($fieldValue)) {
+                    return $fieldValue;
+                }
+            }
+
+            if ($entity->hasLinkMultipleField($path)) {
+                $entity->loadLinkMultipleField($path);
+            }
+
+            if ($relatedEntity) {
+                return null;
+            }
+
+            return $entity->get($path . 'Ids');
+        }
+
+        switch ($entity->getAttributeType($path)) {
+            // @todo Revise.
+            case 'linkParent':
+                $path .= 'Id';
+
+                break;
+        }
+
+        if ($returnEntity) {
+            return $entity;
+        }
+
+        if (!$entity->hasAttribute($path)) {
+            return null;
+        }
+
+        if (!$entity->has($path)) {
+            $this->fieldLoaderHelper->load($entity, $path);
+        }
+
+        return $entity->get($path);
+
+    }
+
+    /**
+     * @return CoreEntity|Entity|null
+     */
+    private function getParentEntity(CoreEntity $entity, string $fieldName)
+    {
+        if (!$entity->hasRelation($fieldName)) {
+            return $entity;
+        }
+
+        $normalizedFieldName = Utils::normalizeFieldName($entity, $fieldName);
+
+        $fieldValue = $this->getParentValue($entity, $normalizedFieldName);
+
+        if (isset($fieldValue) && is_string($fieldValue)) {
+            $fieldEntityDefs = $this->entityManager->getMetadata()->get($entity->getEntityType());
+
+            if (isset($fieldEntityDefs['relations'][$fieldName]['entity'])) {
+                $fieldEntity = $fieldEntityDefs['relations'][$fieldName]['entity'];
+
+                return $this->entityManager->getEntityById($fieldEntity, $fieldValue);
+            }
+        }
+
+        return null;
+    }
+
+    /**
+     * Get parent field value. Works for parent and regular fields,
+     *
+     * @param string|string[] $normalizedFieldName
+     * @return mixed
+     */
+    private function getParentValue(Entity $entity, $normalizedFieldName)
+    {
+        if (is_array($normalizedFieldName)) {
+            $value = [];
+
+            foreach ($normalizedFieldName as $fieldName) {
+                if ($entity->hasAttribute($fieldName)) {
+                    $value[$fieldName] = $entity->get($fieldName);
+                }
+            }
+
+            return $value;
+        }
+
+        if ($entity->hasAttribute($normalizedFieldName)) {
+            return $entity->get($normalizedFieldName);
+        }
+
+        return null;
+    }
+
+    private function getRelatedEntityForRelation(CoreEntity $entity, string $relation): ?Entity
+    {
+        if ($entity->getRelationType($relation) === Entity::BELONGS_TO_PARENT) {
+            $valueType = $entity->get($relation . 'Type');
+            $valueId = $entity->get($relation . 'Id');
+
+            if ($valueType && $valueId) {
+                return $this->entityManager->getEntityById($valueType, $valueId);
+            }
+
+            return null;
+        }
+
+        if (in_array($entity->getRelationType($relation), [Entity::BELONGS_TO, Entity::HAS_ONE])) {
+            return $this->entityManager
+                ->getRDBRepository($entity->getEntityType())
+                ->getRelation($entity, $relation)
+                ->findOne();
+        }
+
+        return null;
+    }
+
+    private function getRelatedEntity(CoreEntity $entity, string $relation): ?Entity
+    {
+        if (!$entity->hasRelation($relation)) {
+            return null;
+        }
+
+        if (
+            in_array($entity->getRelationType($relation), [
+                Entity::BELONGS_TO,
+                Entity::HAS_ONE,
+                Entity::BELONGS_TO_PARENT,
+            ])
+        ) {
+            $relatedEntity = $this->entityManager
+                ->getRDBRepository($entity->getEntityType())
+                ->getRelation($entity, $relation)
+                ->findOne();
+
+            if ($relatedEntity) {
+                return $relatedEntity;
+            }
+        }
+
+        // If the entity is just created and doesn't have added relations.
+
+        $foreignEntityType = $entity->getRelationParam($relation, 'entity');
+        $idAttribute = Utils::normalizeFieldName($entity, $relation);
+
+        if (
+            !$foreignEntityType ||
+            !$entity->hasAttribute($idAttribute) ||
+            !$entity->get($idAttribute)
+        ) {
+            return null;
+        }
+
+        return $this->entityManager->getEntityById($foreignEntityType, $entity->get($idAttribute));
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Core/PlaceholderHelper.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\Tools\Workflow\Core;
+
+class PlaceholderHelper
+{
+    public function __construct(
+        private SecretProvider $secretProvider,
+    ) {}
+
+    public function applySecrets(string $content): string
+    {
+        return preg_replace_callback('/{#secrets\.([A-Za-z0-9_]+)}/', function ($matches) {
+            $name = trim($matches[1]);
+
+            $secret = $this->secretProvider->get($name);
+
+            return $secret ?? '';
+        }, $content);
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Core/RecipientIds.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\Tools\Workflow\Core;
+
+class RecipientIds
+{
+    /**
+     * @param string[] $ids
+     */
+    public function __construct(
+        private ?string $entityType = null,
+        private array $ids = [],
+        private bool $isOne = false,
+    ) {}
+
+    /**
+     * @return string[]
+     */
+    public function getIds(): array
+    {
+        return $this->ids;
+    }
+
+    public function getEntityType(): ?string
+    {
+        return $this->entityType;
+    }
+
+    public function isOne(): bool
+    {
+        return $this->isOne;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Core/RecipientProvider.php

@@ -0,0 +1,146 @@
+<?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\Tools\Workflow\Core;
+
+use Espo\Core\InjectableFactory;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Record\ServiceFactory;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Tools\Workflow\Core\FieldValueHelper;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\Tools\Stream\Service;
+use RuntimeException;
+
+class RecipientProvider
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private InjectableFactory $injectableFactory,
+        private ServiceFactory $serviceFactory,
+        private FieldValueHelper $fieldValueHelper,
+    ) {}
+
+    public function get(Entity $entity, string $target): RecipientIds
+    {
+        if (!$entity instanceof CoreEntity) {
+            return new RecipientIds();
+        }
+
+        $link = $target;
+        $targetEntity = $entity;
+
+        if (str_starts_with($link, 'link:')) {
+            $link = substr($link, 5);
+        }
+
+        if (strpos($link, '.')) {
+            [$firstLink, $link] = explode('.', $link);
+
+            $relationType = $entity->getRelationType($firstLink);
+
+            if (in_array($relationType, [Entity::HAS_MANY, Entity::MANY_MANY])) {
+                $collection = $this->entityManager
+                    ->getRDBRepository($entity->getEntityType())
+                    ->getRelation($entity, $firstLink)
+                    ->sth()
+                    ->find();
+
+                $ids = [];
+                $entityType = null;
+
+                foreach ($collection as $targetEntity) {
+                    $entityType ??= $targetEntity->getEntityType();
+
+                    $itemIds = $this->get($targetEntity, "link:$link")->getIds();
+
+                    $ids = array_merge($ids, $itemIds);
+                }
+
+                return new RecipientIds($entityType, array_unique($ids));
+            }
+
+            $targetEntity = $this->entityManager
+                ->getRDBRepository($entity->getEntityType())
+                ->getRelation($entity, $firstLink)
+                ->findOne();
+
+            if (!$targetEntity) {
+                return new RecipientIds();
+            }
+        }
+
+        if ($link === 'followers') {
+            if (!class_exists("Espo\\Tools\\Stream\\Service")) {
+                /** @noinspection PhpUndefinedMethodInspection */
+                return new RecipientIds(
+                    User::ENTITY_TYPE,
+                    /** @phpstan-ignore-next-line  */
+                    $this->serviceFactory->create('Stream')->getEntityFolowerIdList($targetEntity)
+                );
+            }
+
+            /** @var Service $streamService */
+            $streamService = $this->injectableFactory->create("Espo\\Tools\\Stream\\Service");
+
+            return new RecipientIds(
+                User::ENTITY_TYPE,
+                $streamService->getEntityFollowerIdList($targetEntity)
+            );
+        }
+
+        if (
+            $targetEntity->hasRelation($link) &&
+            (
+                $targetEntity->getRelationType($link) === Entity::HAS_MANY ||
+                $targetEntity->getRelationType($link) === Entity::MANY_MANY
+            )
+        ) {
+            $collection = $this->entityManager
+                ->getRDBRepository($targetEntity->getEntityType())
+                ->getRelation($targetEntity, $link)
+                ->select(['id'])
+                ->sth()
+                ->find();
+
+            $ids = [];
+            $entityType = null;
+
+            foreach ($collection as $e) {
+                $ids[] = $e->getId();
+
+                $entityType ??= $e->getEntityType();
+            }
+
+            return new RecipientIds($entityType, $ids);
+        }
+
+        if (!$targetEntity instanceof CoreEntity) {
+            throw new RuntimeException();
+        }
+
+        $fieldEntity = $this->fieldValueHelper->getValue($targetEntity, $link, true);
+
+        if ($fieldEntity instanceof Entity) {
+            return new RecipientIds($fieldEntity->getEntityType(), [$fieldEntity->getId()], true);
+        }
+
+        return new RecipientIds();
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Core/SaveContextHelper.php

@@ -0,0 +1,68 @@
+<?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\Tools\Workflow\Core;
+
+use Espo\Core\ORM\Repository\Option\SaveContext;
+
+class SaveContextHelper
+{
+    /**
+     * @param array<string, mixed> $options
+     * @return ?SaveContext
+     */
+    public static function createDerived(array $options)
+    {
+        if (!class_exists("Espo\\Core\\ORM\\Repository\\Option\\SaveContext")) {
+            return null;
+        }
+
+        $newSaveContext = null;
+
+        $saveContext = $options[SaveContext::NAME] ?? null;
+
+        if (
+            $saveContext instanceof SaveContext &&
+            /** @phpstan-ignore-next-line function.alreadyNarrowedType */
+            method_exists($saveContext, 'getActionId')
+        ) {
+            $newSaveContext = new SaveContext($saveContext->getActionId());
+        }
+
+        return $newSaveContext;
+    }
+
+    /**
+     * @param array<string, mixed> $options
+     * @return ?SaveContext
+     */
+    public static function obtainFromRawOptions(array $options)
+    {
+        if (!class_exists("Espo\\Core\\ORM\\Repository\\Option\\SaveContext")) {
+            return null;
+        }
+
+        $saveContext = $options[SaveContext::NAME] ?? null;
+
+        if (!$saveContext instanceof SaveContext) {
+            return null;
+        }
+
+        return $saveContext;
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Core/SecretProvider.php

@@ -0,0 +1,56 @@
+<?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\Tools\Workflow\Core;
+
+use Espo\Core\Utils\Crypt;
+use Espo\Entities\AppSecret;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Query\Part\Condition;
+use Espo\ORM\Query\Part\Expression;
+
+class SecretProvider
+{
+    public function __construct(
+        private Crypt $crypt,
+        private EntityManager $entityManager,
+    ) {}
+
+    public function get(string $name): ?string
+    {
+        if (!$this->entityManager->hasRepository('AppSecret')) {
+            return null;
+        }
+
+        $secret = $this->entityManager
+            ->getRDBRepositoryByClass(AppSecret::class)
+            ->where(
+                Condition::equal(
+                    Expression::binary(Expression::column('name')),
+                    $name
+                )
+            )
+            ->findOne();
+
+        if (!$secret) {
+            return null;
+        }
+
+        return $this->crypt->decrypt($secret->getValue());
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Core/TargetProvider.php

@@ -0,0 +1,133 @@
+<?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\Tools\Workflow\Core;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Utils\Metadata;
+use Espo\Entities\User;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use stdClass;
+
+class TargetProvider
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Metadata $metadata,
+        private User $user
+    ) {}
+
+    /**
+     * @return iterable<Entity>
+     */
+    public function get(Entity $entity, ?string $target, ?stdClass $createdEntitiesData = null): iterable
+    {
+        if (!$target || $target === 'targetEntity') {
+            if (!$entity->hasId()) {
+                return [];
+            }
+
+            $targetEntity = $this->entityManager->getEntityById($entity->getEntityType(), $entity->getId());
+
+            return self::wrapEntityIntoArray($targetEntity);
+        }
+
+        if (str_starts_with($target, 'created:')) {
+            return self::wrapEntityIntoArray(
+                $this->getCreated($target, $createdEntitiesData)
+            );
+        }
+
+        if (str_starts_with($target, 'link:')) {
+            $path = explode('.', substr($target, 5));
+
+            $pointerEntity = $entity;
+
+            foreach ($path as $i => $link) {
+                $type = $this->metadata->get(['entityDefs', $pointerEntity->getEntityType(), 'links', $link, 'type']);
+
+                if (!$type) {
+                    throw new Error("Workflow action: Bad target $target. Not existing link.");
+                }
+
+                $isLast = $i === count($path) - 1;
+
+                $relation = $this->entityManager
+                    ->getRDBRepository($pointerEntity->getEntityType())
+                    ->getRelation($pointerEntity, $link);
+
+                if ($isLast) {
+                    return $relation->sth()->find();
+                }
+
+                $pointerEntity = $this->entityManager
+                    ->getRDBRepository($pointerEntity->getEntityType())
+                    ->getRelation($pointerEntity, $link)
+                    ->findOne();
+
+                if (!$pointerEntity instanceof Entity) {
+                    return [];
+                }
+            }
+
+            return [];
+        }
+
+        if ($target == 'currentUser') {
+            return [$this->user];
+        }
+
+        return [];
+    }
+
+    public function getCreated(string $target, ?stdClass $createdEntitiesData): ?Entity
+    {
+        $alias = str_starts_with($target, 'created:') ? substr($target, 8) : $target;
+
+        if (!$createdEntitiesData) {
+            return null;
+        }
+
+        if (!property_exists($createdEntitiesData, $alias)) {
+            return null;
+        }
+
+        $id = $createdEntitiesData->$alias->entityId ?? null;
+        $entityType = $createdEntitiesData->$alias->entityType ?? null;
+
+        if (!$id || !$entityType) {
+            return null;
+        }
+
+        return $this->entityManager->getEntityById($entityType, $id);
+    }
+
+    /**
+     * @param Entity|null $entity
+     * @return Entity[]
+     */
+    private static function wrapEntityIntoArray(?Entity $entity): array
+    {
+        if (!$entity) {
+            return [];
+        }
+
+        return [$entity];
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Jobs/RunScheduledWorkflow.php

@@ -0,0 +1,125 @@
+<?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\Tools\Workflow\Jobs;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Formula\Exceptions\Error as FormulaError;
+use Espo\Core\Job\Job;
+use Espo\Core\Job\Job\Data;
+use Espo\Core\Job\JobSchedulerFactory;
+use Espo\Modules\Advanced\Entities\Workflow;
+use Espo\Modules\Advanced\Tools\Report\ListType\RunParams as ListRunParams;
+use Espo\Modules\Advanced\Tools\Report\Service as ReportService;
+use Espo\Modules\Advanced\Tools\Workflow\Service;
+use Espo\ORM\EntityManager;
+
+use Exception;
+use RuntimeException;
+
+class RunScheduledWorkflow implements Job
+{
+    public function __construct(
+        private ReportService $reportService,
+        private EntityManager $entityManager,
+        private Service $service,
+        private JobSchedulerFactory $jobSchedulerFactory,
+    ) {}
+
+    /**
+     * @throws BadRequest
+     * @throws Forbidden
+     * @throws Error
+     * @throws NotFound
+     */
+    public function run(Data $data): void
+    {
+        $workflowId = $data->getTargetId() ?? $data->get('workflowId');
+
+        if (!$workflowId) {
+            throw new RuntimeException();
+        }
+
+        $workflow = $this->entityManager->getRDBRepositoryByClass(Workflow::class)->getById($workflowId);
+
+        if (!$workflow) {
+            throw new RuntimeException("Workflow $workflowId not found.");
+        }
+
+        if (!$workflow->isActive()) {
+            return;
+        }
+
+        $targetReport = $this->entityManager
+            ->getRDBRepository(Workflow::ENTITY_TYPE)
+            ->getRelation($workflow, 'targetReport')
+            ->findOne();
+
+        if (!$targetReport) {
+            throw new RuntimeException("Workflow $workflowId: Target report not found.");
+        }
+
+        $result = $this->reportService->runList(
+            id: $targetReport->getId(),
+            runParams: ListRunParams::create()->withReturnSthCollection(),
+        );
+
+        foreach ($result->getCollection() as $entity) {
+            try {
+                $this->runScheduledWorkflowForEntity(
+                    $workflow->getId(),
+                    $entity->getEntityType(),
+                    $entity->getId()
+                );
+            } catch (Exception) {
+                // @todo Revise.
+
+                $this->jobSchedulerFactory
+                    ->create()
+                    ->setClassName(RunScheduledWorkflowForEntity::class)
+                    ->setGroup('scheduled-workflows')
+                    ->setData([
+                        'workflowId' => $workflow->getId(),
+                        'entityType' => $entity->getEntityType(),
+                        'entityId' => $entity->getId(),
+                    ])
+                    ->schedule();
+            }
+        }
+    }
+
+    /**
+     * @throws FormulaError
+     * @throws Error
+     */
+    private function runScheduledWorkflowForEntity(string $workflowId, string $entityType, string $id): void
+    {
+        // @todo Create jobs if a parameter is enabled.
+
+        $entity = $this->entityManager->getEntityById($entityType, $id);
+
+        if (!$entity) {
+            throw new RuntimeException("Workflow $workflowId: Entity $entityType $id not found.");
+        }
+
+        $this->service->triggerWorkflow($entity, $workflowId);
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Jobs/RunScheduledWorkflowForEntity.php

@@ -0,0 +1,57 @@
+<?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\Tools\Workflow\Jobs;
+
+use Espo\Core\Job\Job;
+use Espo\Core\Job\Job\Data;
+use Espo\Modules\Advanced\Tools\Workflow\Service;
+use Espo\ORM\EntityManager;
+
+use RuntimeException;
+
+class RunScheduledWorkflowForEntity implements Job
+{
+    private EntityManager $entityManager;
+    private Service $service;
+
+    public function __construct(
+        EntityManager $entityManager,
+        Service $service
+    ) {
+        $this->entityManager = $entityManager;
+        $this->service = $service;
+    }
+
+    public function run(Data $data): void
+    {
+        $data = $data->getRaw();
+
+        $entityType = $data->entityType;
+        $id = $data->entityId;
+        $workflowId = $data->workflowId;
+
+        $entity = $this->entityManager->getEntityById($entityType, $id);
+
+        if (!$entity) {
+            throw new RuntimeException("Workflow $workflowId: Entity $entityType $id  not found.");
+        }
+
+        $this->service->triggerWorkflow($entity, $workflowId);
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Jobs/SendEmail.php

@@ -0,0 +1,44 @@
+<?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\Tools\Workflow\Jobs;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Job\Job;
+use Espo\Core\Job\Job\Data;
+use Espo\Core\Mail\Exceptions\NoSmtp;
+use Espo\Modules\Advanced\Tools\Workflow\SendEmailService;
+
+class SendEmail implements Job
+{
+    private SendEmailService $service;
+
+    public function __construct(SendEmailService $service)
+    {
+        $this->service = $service;
+    }
+
+    /**
+     * @throws Error
+     * @throws NoSmtp
+     */
+    public function run(Data $data): void
+    {
+        $this->service->send($data->getRaw());
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Jobs/TriggerWorkflow.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\Tools\Workflow\Jobs;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Job\Job;
+use Espo\Core\Job\Job\Data;
+use Espo\Modules\Advanced\Tools\Workflow\Service;
+use Espo\ORM\EntityManager;
+
+class TriggerWorkflow implements Job
+{
+    public function __construct(
+        private Service $service,
+        private EntityManager $entityManager
+    ) {}
+
+    public function run(Data $data): void
+    {
+        $data = $data->getRaw();
+
+        if (
+            empty($data->entityId) ||
+            empty($data->entityType) ||
+            empty($data->nextWorkflowId)
+        ) {
+            throw new Error("Workflow[$data->workflowId][triggerWorkflow]: Not sufficient job data.");
+        }
+
+        $entityId = $data->entityId;
+        $entityType = $data->entityType;
+
+        $entity = $this->entityManager->getEntityById($entityType, $entityId);
+
+        if (!$entity) {
+            throw new Error("Workflow[$data->workflowId][triggerWorkflow]: Entity not found.");
+        }
+
+        $values = $data->values ?? null;
+
+        if (is_object($values)) {
+            $values = get_object_vars($values);
+
+            foreach ($values as $attribute => $value) {
+                $entity->setFetched($attribute, $value);
+            }
+        }
+
+        $this->service->triggerWorkflow($entity, $data->nextWorkflowId, true);
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Jobs/TriggerWorkflowMany.php

@@ -0,0 +1,90 @@
+<?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\Tools\Workflow\Jobs;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Job\Job;
+use Espo\Core\Job\Job\Data;
+use Espo\Core\Utils\Log;
+use Espo\Modules\Advanced\Entities\Workflow;
+use Espo\Modules\Advanced\Tools\Workflow\Core\TargetProvider;
+use Espo\Modules\Advanced\Tools\Workflow\Service;
+use Espo\ORM\EntityManager;
+use Exception;
+use RuntimeException;
+
+class TriggerWorkflowMany implements Job
+{
+    public function __construct(
+        private TargetProvider $targetProvider,
+        private EntityManager $entityManager,
+        private Service $service,
+        private Log $log
+    ) {}
+
+    /**
+     * @throws Error
+     */
+    public function run(Data $data): void
+    {
+        $workflowId = $data->get('nextWorkflowId');
+        $entityId = $data->get('entityId');
+        $entityType = $data->get('entityType');
+        $target = $data->get('target');
+
+        if (!is_string($target)) {
+            throw new RuntimeException("No target.");
+        }
+
+        if (!is_string($workflowId)) {
+            throw new RuntimeException("No nextWorkflowId.");
+        }
+
+        if (!is_string($entityId)) {
+            throw new RuntimeException("No entityId.");
+        }
+
+        if (!is_string($entityType)) {
+            throw new RuntimeException("No entityType.");
+        }
+
+        $entity = $this->entityManager->getEntityById($entityType, $entityId);
+
+        if (!$entity) {
+            return;
+        }
+
+        $workflow = $this->entityManager->getRDBRepositoryByClass(Workflow::class)->getById($workflowId);
+
+        if (!$workflow) {
+            throw new RuntimeException("No workflow $workflowId.");
+        }
+
+        $targetEntityList = $this->targetProvider->get($entity, $target);
+
+        foreach ($targetEntityList as $targetEntity) {
+            try {
+                $this->service->triggerWorkflow($targetEntity, $workflowId);
+            }
+            catch (Exception $e) {
+                $this->log->error("Trigger workflow $workflowId for entity $entityId: " . $e->getMessage());
+            }
+        }
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/SendEmailService.php

@@ -0,0 +1,661 @@
+<?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\Tools\Workflow;
+
+use Espo\Core\Mail\Exceptions\NoSmtp;
+use Espo\Core\Mail\Sender;
+use Espo\Core\Mail\SenderParams;
+use Espo\Core\Mail\SmtpParams;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Tools\EmailTemplate\Result;
+use Laminas\Mail\Message;
+
+use Espo\Core\Mail\Account\GroupAccount\AccountFactory as GroupAccountFactory;
+use Espo\Core\Mail\Account\PersonalAccount\AccountFactory as PersonalAccountFactory;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Mail\EmailSender;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Hasher;
+use Espo\Core\Utils\Language;
+use Espo\Entities\Attachment;
+use Espo\Entities\Email;
+use Espo\Entities\EmailAccount;
+use Espo\Entities\EmailTemplate;
+use Espo\Entities\InboundEmail;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Core\Workflow\Helper;
+use Espo\Modules\Advanced\Entities\BpmnProcess as BpmnProcessEntity;
+use Espo\Modules\Advanced\Entities\Workflow as WorkflowEntity;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\Tools\EmailTemplate\Processor as EmailTemplateProcessor;
+use Espo\Tools\EmailTemplate\Data as EmailTemplateData;
+use Espo\Tools\EmailTemplate\Params as EmailTemplateParams;
+
+use RuntimeException;
+use Exception;
+use stdClass;
+
+class SendEmailService
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private ServiceContainer $recordServiceContainer,
+        private Config $config,
+        private Helper $workflowHelper,
+        private EmailSender $emailSender,
+        private Hasher $hasher,
+        private Language $defaultLanguage,
+        private EmailTemplateProcessor $emailTemplateProcessor,
+        private InjectableFactory $injectableFactory
+    ) {}
+
+    /**
+     * Send email for a workflow.
+     * @return bool|string
+     * @throws Error
+     * @throws NoSmtp
+     * @todo Introduce SendEmailData class.
+     */
+    public function send(stdClass $data)
+    {
+        $workflowId = $data->workflowId;
+
+        if (!$this->validateSendEmailData($data)) {
+            throw new Error("Workflow[$workflowId][sendEmail]: Email data is invalid.");
+        }
+
+        $data->doNotStore ??= false;
+        $data->returnEmailId ??= false;
+        $data->from ??= (object) [];
+        $data->to ??= (object) [];
+        $data->cc ??= null;
+        $data->replyTo ??= null;
+        $data->attachmentIds ??= [];
+
+        /**
+         * @var object{
+         *     variables?: stdClass,
+         *     optOutLink?: bool,
+         *     attachmentIds: string[],
+         *     entityType?: string|null,
+         *     entityId?: string|null,
+         *     from: stdClass,
+         *     to: stdClass,
+         *     cc: stdClass|null,
+         *     replyTo: stdClass|null,
+         *     doNotStore: bool,
+         *     returnEmailId: bool,
+         * } & stdClass $data
+         */
+
+        if ($workflowId) {
+            $workflow = $this->entityManager->getRDBRepositoryByClass(WorkflowEntity::class)->getById($workflowId);
+
+            if (!$workflow || !$workflow->isActive()) {
+                return false;
+            }
+        }
+
+        $entity = null;
+
+        if (!empty($data->entityType) && !empty($data->entityId)) {
+            $entity = $this->entityManager->getEntityById($data->entityType, $data->entityId);
+        }
+
+        if (!$entity) {
+            throw new Error("Workflow[$workflowId][sendEmail]: Target Entity is not found.");
+        }
+
+        $this->recordServiceContainer->get($entity->getEntityType())
+            ->loadAdditionalFields($entity);
+
+        $fromAddress = $this->getEmailAddress($data->from);
+        $toAddress = $this->getEmailAddress($data->to);
+        $replyToAddress = !empty($data->replyTo) ? $this->getEmailAddress($data->replyTo) : null;
+        $ccAddress = !empty($data->cc) ? $this->getEmailAddress($data->cc) : null;
+
+        if (!$fromAddress) {
+            throw new Error("Workflow[$workflowId][sendEmail]: From email address is empty or could not be obtained.");
+        }
+
+        if (!$toAddress) {
+            throw new Error("Workflow[$workflowId][sendEmail]: To email address is empty.");
+        }
+
+        /** @var array<string, Entity> $entityHash */
+        $entityHash = [$data->entityType => $entity];
+
+        if (
+            isset($data->to->entityType) &&
+            isset($data->to->entityId) &&
+            $data->to->entityType !== $data->entityType
+        ) {
+            /** @var string $toEntityType */
+            $toEntityType = $data->to->entityType;
+
+            $toEntity = $this->entityManager->getEntityById($toEntityType, $data->to->entityId);
+
+            if ($toEntity) {
+                $entityHash[$toEntityType] = $toEntity;
+            }
+        }
+
+        $fromName = null;
+
+        if (
+            isset($data->from->entityType) &&
+            isset($data->from->entityId) &&
+            $data->from->entityType === User::ENTITY_TYPE
+        ) {
+            $user = $this->entityManager->getRDBRepositoryByClass(User::class)->getById($data->from->entityId);
+
+            if ($user) {
+                $entityHash[User::ENTITY_TYPE] = $user;
+
+                $fromName = $user->getName();
+            }
+        }
+
+        $sender = $this->emailSender->create();
+
+        $templateResult = $this->getTemplateResult(
+            data: $data,
+            entityHash: $entityHash,
+            toEmailAddress: $toAddress,
+            entity: $entity,
+        );
+
+        [$subject, $body] = $this->prepareSubjectBody(
+            templateResult: $templateResult,
+            data: $data,
+            toEmailAddress: $toAddress,
+            sender: $sender,
+        );
+
+        $emailData = [
+            'from' => $fromAddress,
+            'to' => $toAddress,
+            'cc' => $ccAddress,
+            'replyTo' => $replyToAddress,
+            'subject' => $subject,
+            'body' => $body,
+            'isHtml' => $templateResult->isHtml(),
+            'parentId' => $entity->getId(),
+            'parentType' => $entity->getEntityType(),
+        ];
+
+        if ($fromName !== null) {
+            $emailData['fromName'] = $fromName;
+        }
+
+        $email = $this->entityManager->getRDBRepositoryByClass(Email::class)->getNew();
+
+        $email->setMultiple($emailData);
+
+        $attachmentList = $this->getAttachmentList($templateResult, $data->attachmentIds);
+
+        if (!$data->doNotStore) {
+            // Additional attachments not added intentionally?
+            $email->set('attachmentsIds', $templateResult->getAttachmentIdList());
+        }
+
+        $smtpParams = $this->prepareSmtpParams($data, $fromAddress);
+
+        if ($smtpParams) {
+            $sender->withSmtpParams($smtpParams);
+        }
+
+        $sender->withAttachments($attachmentList);
+
+        if ($replyToAddress) {
+            $senderParams = SenderParams::create()->withReplyToAddress($replyToAddress);
+
+            $sender->withParams($senderParams);
+        }
+
+        try {
+            $sender->send($email);
+        } catch (Exception $e) {
+            $sendExceptionMessage = $e->getMessage();
+
+            throw new Error("Workflow[$workflowId][sendEmail]: $sendExceptionMessage.", 0, $e);
+        }
+
+        if ($data->doNotStore) {
+            return true;
+        }
+
+        $this->storeEmail($email, $data);
+
+        if ($data->returnEmailId) {
+            return $email->getId();
+        }
+
+        return true;
+    }
+
+    private function validateSendEmailData(stdClass $data): bool
+    {
+        if (
+            !isset($data->entityId) ||
+            !(isset($data->entityType)) ||
+            !isset($data->emailTemplateId) ||
+            !isset($data->from) ||
+            !isset($data->to)
+        ) {
+            return false;
+        }
+
+        return true;
+    }
+
+    private function getEmailAddress(stdClass $data): ?string
+    {
+        if (isset($data->email)) {
+            return $data->email;
+        }
+
+        $entityType = $data->entityType ?? $data->entityName ?? null;
+
+        $entity = null;
+
+        if (isset($entityType) && isset($data->entityId)) {
+            $entity = $this->entityManager->getEntityById($entityType, $data->entityId);
+        }
+
+        $workflowHelper = $this->workflowHelper;
+
+        if (isset($data->type)) {
+            switch ($data->type) {
+                case 'specifiedTeams':
+                    $userIds = $workflowHelper->getUserIdsByTeamIds($data->entityIds);
+
+                    return implode('; ', $workflowHelper->getUsersEmailAddress($userIds));
+
+                case 'teamUsers':
+                    if (!$entity instanceof CoreEntity) {
+                        return null;
+                    }
+
+                    $entity->loadLinkMultipleField('teams');
+                    $userIds = $workflowHelper->getUserIdsByTeamIds($entity->get('teamsIds'));
+
+                    return implode('; ', $workflowHelper->getUsersEmailAddress($userIds));
+
+                case 'followers':
+                    if (!$entity) {
+                        return null;
+                    }
+
+                    $userIds = $workflowHelper->getFollowerUserIds($entity);
+
+                    return implode('; ', $workflowHelper->getUsersEmailAddress($userIds));
+
+                case 'followersExcludingAssignedUser':
+                    if (!$entity) {
+                        return null;
+                    }
+
+                    $userIds = $workflowHelper->getFollowerUserIdsExcludingAssignedUser($entity);
+
+                    return implode('; ', $workflowHelper->getUsersEmailAddress($userIds));
+
+                case 'system':
+                    return $this->config->get('outboundEmailFromAddress');
+
+                case 'specifiedUsers':
+                    return implode('; ', $workflowHelper->getUsersEmailAddress($data->entityIds));
+
+                case 'specifiedContacts':
+                    return implode('; ', $workflowHelper->getEmailAddressesForEntity('Contact', $data->entityIds));
+            }
+        }
+
+        if ($entity instanceof Entity && $entity->hasAttribute('emailAddress')) {
+            return $entity->get('emailAddress');
+        }
+
+        if (
+            isset($data->type) &&
+            isset($entityType) &&
+            isset($data->entityIds) &&
+            is_array($data->entityIds)
+        ) {
+            return implode('; ', $workflowHelper->getEmailAddressesForEntity($entityType, $data->entityIds));
+        }
+
+        return null;
+    }
+
+    private function applyTrackingUrlsToEmailBody(string $body, string $toEmailAddress): string
+    {
+        $siteUrl = $this->config->get('siteUrl');
+
+        if (!str_contains($body, '{trackingUrl:')) {
+            return $body;
+        }
+
+        $hash = $this->hasher->hash($toEmailAddress);
+
+        preg_match_all('/\{trackingUrl:(.*?)}/', $body, $matches);
+
+        /** @phpstan-ignore-next-line */
+        if (!$matches || !count($matches)) {
+            return $body;
+        }
+
+        foreach ($matches[0] as $item) {
+            $id = explode(':', trim($item, '{}'), 2)[1] ?? null;
+
+            if (!$id) {
+                continue;
+            }
+
+            if (strpos($id, '.')) {
+                [$id, $uid] = explode('.', $id);
+
+                $uidHash = $this->hasher->hash($uid);
+
+                $url = "$siteUrl?entryPoint=campaignUrl&id=$id&uid=$uid&hash=$uidHash";
+            } else {
+                $url = "$siteUrl?entryPoint=campaignUrl&id=$id&emailAddress=$toEmailAddress&hash=$hash";
+            }
+
+            $body = str_replace($item, $url, $body);
+        }
+
+        return $body;
+    }
+
+    /**
+     * @throws Error
+     * @throws NoSmtp
+     */
+    private function getUserSmtpParams(string $emailAddress, string $userId): ?SmtpParams
+    {
+        $user = $this->entityManager->getRDBRepositoryByClass(User::class)->getById($userId);
+
+        if (!$user || !$user->isActive()) {
+            return null;
+        }
+
+        $emailAccount = $this->entityManager
+            ->getRDBRepositoryByClass(EmailAccount::class)
+            ->where([
+                'emailAddress' => $emailAddress,
+                'assignedUserId' => $userId,
+                'useSmtp' => true,
+                'status' => EmailAccount::STATUS_ACTIVE,
+            ])
+            ->findOne();
+
+        if (!$emailAccount) {
+            return null;
+        }
+
+        $factory = $this->injectableFactory->create(PersonalAccountFactory::class);
+
+        $params = $factory->create($emailAccount->getId())
+            ->getSmtpParams();
+
+        if (!$params) {
+            return null;
+        }
+
+        return $params->withFromName($user->getName());
+    }
+
+    /**
+     * @throws Error
+     * @throws NoSmtp
+     */
+    private function getGroupSmtpParams(string $emailAddress): ?SmtpParams
+    {
+        $inboundEmail = $this->entityManager
+            ->getRDBRepositoryByClass(InboundEmail::class)
+            ->where([
+                'status' => InboundEmail::STATUS_ACTIVE,
+                'useSmtp' => true,
+                'smtpHost!=' => null,
+                'emailAddress' => $emailAddress,
+            ])
+            ->findOne();
+
+        if (!$inboundEmail) {
+            return null;
+        }
+
+        return $this->injectableFactory
+            ->create(GroupAccountFactory::class)
+            ->create($inboundEmail->getId())
+            ->getSmtpParams();
+    }
+
+    /**
+     * @param Result $templateResult
+     * @param string[] $attachmentIds
+     * @return Attachment[]
+     */
+    private function getAttachmentList(Result $templateResult, array $attachmentIds): array
+    {
+        $attachmentList = [];
+
+        foreach (array_merge($templateResult->getAttachmentIdList(), $attachmentIds) as $attachmentId) {
+            $attachment = $this->entityManager
+                ->getRDBRepositoryByClass(Attachment::class)
+                ->getById($attachmentId);
+
+            if ($attachment) {
+                $attachmentList[] = $attachment;
+            }
+        }
+
+        return $attachmentList;
+    }
+
+    private function storeEmail(Email $email, stdClass $data): void
+    {
+        $processId = $data->processId ?? null;
+        $emailTemplateId = $data->emailTemplateId ?? null;
+
+        $teamsIds = [];
+
+        if ($processId) {
+            $process = $this->entityManager
+                ->getRDBRepositoryByClass(BpmnProcessEntity::class)
+                ->getById($processId);
+
+            if ($process) {
+                $teamsIds = $process->getLinkMultipleIdList('teams');
+            }
+        } else if ($emailTemplateId) {
+            $emailTemplate = $this->entityManager
+                ->getRDBRepositoryByClass(EmailTemplate::class)
+                ->getById($emailTemplateId);
+
+            if ($emailTemplate) {
+                $teamsIds = $emailTemplate->getLinkMultipleIdList('teams');
+            }
+        }
+
+        if (count($teamsIds)) {
+            $email->set('teamsIds', $teamsIds);
+        }
+
+        $this->entityManager->saveEntity($email, ['createdById' => 'system']);
+    }
+
+    /**
+     * @throws Error
+     * @throws NoSmtp
+     */
+    private function prepareSmtpParams(stdClass $data, string $fromEmailAddress): ?SmtpParams
+    {
+        if (
+            isset($data->from->entityType) &&
+            $data->from->entityType === User::ENTITY_TYPE &&
+            isset($data->from->entityId)
+        ) {
+            return $this->getUserSmtpParams($fromEmailAddress, $data->from->entityId);
+        }
+
+        if (isset($data->from->email)) {
+            return $this->getGroupSmtpParams($fromEmailAddress);
+        }
+
+        return null;
+    }
+
+    private function getEmailTemplate(stdClass $data): EmailTemplate
+    {
+        $emailTemplateId = $data->emailTemplateId ?? null;
+
+        if (!$emailTemplateId) {
+            throw new RuntimeException("No email template.");
+        }
+
+        $emailTemplate = $this->entityManager
+            ->getRDBRepositoryByClass(EmailTemplate::class)
+            ->getById($emailTemplateId);
+
+        if (!$emailTemplate) {
+            throw new RuntimeException("Email template $emailTemplateId not found.");
+        }
+
+        return $emailTemplate;
+    }
+
+    /**
+     * @param array<string, Entity> $entityHash
+     * @return Result
+     */
+    private function getTemplateResult(
+        stdClass $data,
+        array $entityHash,
+        string $toEmailAddress,
+        Entity $entity
+    ): Result {
+
+        $emailTemplate = $this->getEmailTemplate($data);
+
+        $emailTemplateData = EmailTemplateData::create()
+            ->withEntityHash($entityHash)
+            ->withEmailAddress($toEmailAddress)
+            ->withParentId($entity->getId())
+            ->withParentType($entity->getEntityType());
+
+        if (
+            $entity->hasAttribute('parentId') &&
+            $entity->hasAttribute('parentType')
+        ) {
+            $emailTemplateData = $emailTemplateData
+                ->withRelatedId($entity->get('parentId'))
+                ->withRelatedType($entity->get('parentType'));
+        }
+
+        return $this->emailTemplateProcessor->process(
+            $emailTemplate,
+            EmailTemplateParams::create()->withCopyAttachments(),
+            $emailTemplateData
+        );
+    }
+
+    private function applyOptOutLink(
+        string $toEmailAddress,
+        string $body,
+        Result $templateResult,
+        Sender $sender,
+    ): string {
+
+        $siteUrl = $this->config->get('siteUrl');
+
+        $hash = $this->hasher->hash($toEmailAddress);
+
+        $optOutUrl = "$siteUrl?entryPoint=unsubscribe&emailAddress=$toEmailAddress&hash=$hash";
+
+        $optOutLink = "<a href=\"$optOutUrl\">" .
+            "{$this->defaultLanguage->translateLabel('Unsubscribe', 'labels', 'Campaign')}</a>";
+
+        $body = str_replace('{optOutUrl}', $optOutUrl, $body);
+        $body = str_replace('{optOutLink}', $optOutLink, $body);
+
+        if (stripos($body, '?entryPoint=unsubscribe') === false) {
+            if ($templateResult->isHtml()) {
+                $body .= "<br><br>" . $optOutLink;
+            } else {
+                $body .= "\n\n" . $optOutUrl;
+            }
+        }
+
+        if (method_exists($sender, 'withAddedHeader')) { /** @phpstan-ignore-line */
+            $sender->withAddedHeader('List-Unsubscribe', '<' . $optOutUrl . '>');
+        } else {
+            $message = new Message();
+            $message->getHeaders()->addHeaderLine('List-Unsubscribe', '<' . $optOutUrl . '>');
+
+            $sender->withMessage($message);
+        }
+
+        return $body;
+    }
+
+    /**
+     * @param Result $templateResult
+     * @param object{variables?: stdClass, optOutLink?: bool}&stdClass $data
+     * @return array{?string, ?string}
+     */
+    private function prepareSubjectBody(
+        Result $templateResult,
+        stdClass $data,
+        string $toEmailAddress,
+        Sender $sender
+    ): array {
+
+        $subject = $templateResult->getSubject();
+        $body = $templateResult->getBody();
+
+        if (isset($data->variables)) {
+            foreach (get_object_vars($data->variables) as $key => $value) {
+                if (!is_string($value) && !is_int($value) && !is_float($value)) {
+                    continue;
+                }
+
+                if (is_int($value) || is_float($value)) {
+                    $value = strval($value);
+                } else if (!$value) {
+                    continue;
+                }
+
+                $subject = str_replace('{$$' . $key . '}', $value, $subject);
+                $body = str_replace('{$$' . $key . '}', $value, $body);
+            }
+        }
+
+        $body = $this->applyTrackingUrlsToEmailBody($body, $toEmailAddress);
+
+        if ($data->optOutLink ?? false) {
+            $body = $this->applyOptOutLink($toEmailAddress, $body, $templateResult, $sender);
+        }
+
+        return [$subject, $body];
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/Service.php

@@ -0,0 +1,248 @@
+<?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\Tools\Workflow;
+
+use Espo\Core\Acl;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\Formula\Exceptions\Error as FormulaError;
+use Espo\Core\InjectableFactory;
+use Espo\Core\ORM\Entity as CoreEntity;
+use Espo\Core\Record\ServiceContainer;
+use Espo\Core\Utils\Log;
+use Espo\Entities\User;
+use Espo\Modules\Advanced\Controllers\WorkflowLogRecord;
+use Espo\Modules\Advanced\Core\WorkflowManager;
+use Espo\Modules\Advanced\Entities\Workflow;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\Tools\DynamicLogic\ConditionCheckerFactory;
+use Espo\Tools\DynamicLogic\Exceptions\BadCondition;
+use Espo\Tools\DynamicLogic\Item as LogicItem;
+use RuntimeException;
+use stdClass;
+
+class Service
+{
+    public function __construct(
+        private EntityManager $entityManager,
+        private Acl $acl,
+        private User $user,
+        private WorkflowManager $workflowManager,
+        private Log $log,
+        private InjectableFactory $injectableFactory,
+        private ServiceContainer $serviceContainer,
+    ) {}
+
+    /**
+     * @throws Error
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    public function runManual(string $id, string $targetId): TriggerResult
+    {
+        $workflow = $this->getManualWorkflow($id);
+        $entity = $this->getEntityForManualWorkflow($workflow, $targetId);
+
+        $this->processManualWorkflowAccess($workflow, $entity);
+        $this->processCheckManualWorkflowConditions($workflow, $entity);
+
+        try {
+            $result = $this->triggerWorkflow($entity, $workflow->getId(), true);
+        } catch (FormulaError $e) {
+            throw new Error("Formula error.", 500, $e);
+        }
+
+        if (!$result) {
+            throw new RuntimeException("No result.");
+        }
+
+        return $result;
+    }
+
+    /**
+     * @throws FormulaError
+     * @throws Error
+     */
+    public function triggerWorkflow(Entity $entity, string $workflowId, bool $mandatory = false): ?TriggerResult
+    {
+        /** @var ?Workflow $workflow */
+        $workflow = $this->entityManager->getEntityById(Workflow::ENTITY_TYPE, $workflowId);
+
+        if (!$workflow) {
+            throw new Error("Workflow $workflowId does not exist.");
+        }
+
+        if (!$workflow->isActive()) {
+            if (!$mandatory) {
+                $this->log->debug("Workflow $workflowId not triggerred as it's not active.");
+
+                return null;
+            }
+
+            throw new Error("Workflow $workflowId is not active.");
+        }
+
+        if (!$this->workflowManager->checkConditions($workflow, $entity)) {
+            $this->log->debug("Workflow $workflowId not triggerred as conditions are not met.");
+
+            return null;
+        }
+
+        $workflowLogRecord = $this->entityManager->getNewEntity(WorkflowLogRecord::ENTITY_TYPE);
+
+        $workflowLogRecord->set([
+            'workflowId' => $workflowId,
+            'targetId' => $entity->getId(),
+            'targetType' => $entity->getEntityType()
+        ]);
+
+        $this->entityManager->saveEntity($workflowLogRecord);
+
+        $alertObject = new stdClass();
+        $variables = ['__alert' => $alertObject];
+
+        $this->workflowManager->runActions($workflow, $entity, $variables);
+
+        return $this->prepareTriggerResult($alertObject);
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws Error
+     */
+    private function processCheckManualWorkflowConditions(Workflow $workflow, CoreEntity $entity): void
+    {
+        $conditionGroup = $workflow->getManualDynamicLogicConditionGroup();
+
+        if (
+            !$conditionGroup ||
+            !class_exists("Espo\\Tools\\DynamicLogic\\ConditionCheckerFactory")
+        ) {
+            return;
+        }
+
+        $conditionCheckerFactory = $this->injectableFactory->create(ConditionCheckerFactory::class);
+
+        $checker = $conditionCheckerFactory->create($entity);
+
+        try {
+            $item = LogicItem::fromGroupDefinition($conditionGroup);
+
+            $isTrue = $checker->check($item);
+        } catch (BadCondition $e) {
+            throw new Error($e->getMessage(), 500, $e);
+        }
+
+        if (!$isTrue) {
+            throw new Forbidden("Workflow conditions are not met.");
+        }
+    }
+
+    /**
+     * @throws NotFound
+     */
+    private function getEntityForManualWorkflow(Workflow $workflow, string $targetId): CoreEntity
+    {
+        $targetEntityType = $workflow->getTargetEntityType();
+
+        $entity = $this->entityManager->getRDBRepository($targetEntityType)->getById($targetId);
+
+        if (!$entity) {
+            throw new NotFound();
+        }
+
+        $this->serviceContainer->get($targetEntityType)->loadAdditionalFields($entity);
+
+        if (!$entity instanceof CoreEntity) {
+            throw new RuntimeException();
+        }
+
+        return $entity;
+    }
+
+    /**
+     * @throws Forbidden
+     * @throws NotFound
+     */
+    private function getManualWorkflow(string $id): Workflow
+    {
+        $workflow = $this->entityManager->getRDBRepositoryByClass(Workflow::class)->getById($id);
+
+        if (!$workflow) {
+            throw new NotFound("Workflow $id not found.");
+        }
+
+        if ($workflow->getType() !== Workflow::TYPE_MANUAL) {
+            throw new Forbidden();
+        }
+
+        return $workflow;
+    }
+
+    /**
+     * @throws Forbidden
+     */
+    private function processManualWorkflowAccess(Workflow $workflow, CoreEntity $entity): void
+    {
+        if ($this->user->isPortal()) {
+            throw new Forbidden();
+        }
+
+        $accessRequired = $workflow->getManualAccessRequired();
+
+        if ($accessRequired === Workflow::MANUAL_ACCESS_ADMIN) {
+            if (!$this->user->isAdmin()) {
+                throw new Forbidden("No admin access.");
+            }
+        } else if ($accessRequired === Workflow::MANUAL_ACCESS_READ) {
+            if (!$this->acl->checkEntityRead($entity)) {
+                throw new Forbidden("No read access.");
+            }
+        } else if (!$this->acl->checkEntityEdit($entity)) {
+            throw new Forbidden("No edit access.");
+        }
+
+        if (!$this->user->isAdmin()) {
+            $teamIdList = $workflow->getLinkMultipleIdList('manualTeams');
+
+            if (array_intersect($teamIdList, $this->user->getTeamIdList()) === []) {
+                throw new Forbidden("User is not from allowed team.");
+            }
+        }
+    }
+
+    private function prepareTriggerResult(stdClass $alertObject): TriggerResult
+    {
+        $alert = null;
+
+        if (property_exists($alertObject, 'message') && is_string($alertObject->message)) {
+            $alert = new Alert(
+                message: $alertObject->message,
+                type: $alertObject->type ?? null,
+                autoClose: $alertObject->autoClose ?? false,
+            );
+        }
+
+        return new TriggerResult(
+            alert: $alert,
+        );
+    }
+}

custom/Espo/Modules/Advanced/Tools/Workflow/TriggerResult.php

@@ -0,0 +1,26 @@
+<?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\Tools\Workflow;
+
+class TriggerResult
+{
+    public function __construct(
+        public ?Alert $alert = null,
+    ) {}
+}