snapshot of https://github.com/espocrm/espocrm.git (master, 2026-09-18; blobs > 131072B omitted)

client/src/helpers/action-item-setup.js

@@ -0,0 +1,252 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+import ViewHelper from 'view-helper';
+import AclManager from 'acl-manager';
+import Language from 'language';
+
+/** @module helpers/action-item-setup */
+
+/**
+ * @internal
+ */
+class ActionItemSetupHelper {
+
+    /**
+     * @private
+     * @type {Metadata}
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @private
+     * @type {ViewHelper}
+     */
+    @inject(ViewHelper)
+    viewHelper
+
+    /**
+     * @private
+     * @type {AclManager}
+     */
+    @inject(AclManager)
+    acl
+
+    /**
+     * @private
+     * @type {Language}
+     */
+    @inject(Language)
+    language
+
+    /**
+     * @param {{
+     *     view: import('view').default<any>,
+     *     type: string,
+     *     waitFunc: (Promise) => void,
+     *     addFunc: (
+     *          item: import('views/record/detail').DropdownItem |
+     *              import('views/record/detail').Button
+ *         ) => void,
+     *     showFunc: (string) => void,
+     *     hideFunc: (string) => void,
+     *     enableFunc?: (string) => void,
+     *     disableFunc?: (string) => void,
+     *     listenToViewModelSync?: boolean,
+     *     syncEvent?: 'sync'|'change',
+     * }} options
+     */
+    setup(options) {
+        const view = options.view;
+        const type = options.type;
+        const waitFunc = options.waitFunc;
+        const addFunc = options.addFunc;
+        const showFunc = options.showFunc;
+        const hideFunc = options.hideFunc;
+        const enableFunc = options.enableFunc ?? (() => {});
+        const disableFunc = options.disableFunc ?? (() => {});
+
+        /** @type {Record[]} */
+        const actionList = [];
+
+        // noinspection JSUnresolvedReference
+        const scope = view.scope || view.model.entityType;
+
+        if (!scope) {
+            throw new Error();
+        }
+
+        const path = type.split('.');
+
+        /** @type {({name?: string} & Record | string)[]} */
+        const actionDefsListOriginal = [
+            ...this.metadata.get(['clientDefs', 'Global', ...path], []),
+            ...this.metadata.get(['clientDefs', scope, ...path], []),
+        ];
+
+        /** @type {({name?: string} & Record<string, any>)[]} */
+        let actionDefsList = actionDefsListOriginal.map(item => {
+            if (typeof item === 'string') {
+                return {name: item};
+            }
+
+            return Espo.Utils.cloneDeep(item);
+        })
+
+        actionDefsList.reverse();
+
+        actionDefsList = actionDefsList.filter((it, i, self) => {
+            return self.findIndex(sIt => sIt.name === it.name) === i;
+        });
+
+        actionDefsList.reverse();
+
+        actionDefsList.forEach(item => {
+            const name = item.name;
+
+            if (!item.label && !item.labelTranslation && !item.iconClass) {
+                item.text = this.language.translate(name, 'actions', scope);
+            }
+
+            item.data = item.data || {};
+
+            const handlerName = item.handler || item.data.handler;
+
+            if (handlerName && !item.data.handler) {
+                item.data.handler = handlerName;
+            }
+
+            if (!Espo.Utils.checkActionAvailability(this.viewHelper, item)) {
+                return;
+            }
+
+            addFunc(item);
+
+            if (!Espo.Utils.checkActionAccess(this.acl, view.model, item, true)) {
+                item.hidden = true;
+            }
+
+            actionList.push(item);
+
+            if (!handlerName) {
+                return;
+            }
+
+            if (!item.initFunction && !item.checkVisibilityFunction && !item.checkAvailabilityFunction) {
+                return;
+            }
+
+            waitFunc(new Promise(resolve => {
+                Espo.loader.require(handlerName, Handler => {
+                    const handler = new Handler(view);
+
+                    if (item.initFunction) {
+                        handler[item.initFunction].call(handler);
+                    }
+
+                    if (item.checkVisibilityFunction) {
+                        const isNotVisible = !handler[item.checkVisibilityFunction].call(handler);
+
+                        if (isNotVisible) {
+                            hideFunc(item.name);
+                        }
+                    }
+
+                    if (item?.checkAvailabilityFunction) {
+                        const isNotAvailable = !handler[item.checkAvailabilityFunction].call(handler);
+
+                        if (isNotAvailable) {
+                            disableFunc(item.name);
+                        }
+                    }
+
+                    item.handlerInstance = handler;
+
+                    resolve();
+                });
+            }));
+        });
+
+        if (!actionList.length) {
+            return;
+        }
+
+        const onChange = () => {
+            actionList.forEach(item => {
+                const handler = item.handlerInstance;
+
+                if (!handler || !item.checkAvailabilityFunction) {
+                    return;
+                }
+                const isAvailable = handler[item.checkAvailabilityFunction].call(handler);
+
+                isAvailable ?
+                    enableFunc(item.name) :
+                    disableFunc(item.name);
+            });
+        }
+
+        const onSync = () => {
+            actionList.forEach(item => {
+                const handler = item.handlerInstance;
+
+                if (handler && item.checkVisibilityFunction) {
+                    const isNotVisible = !handler[item.checkVisibilityFunction].call(handler);
+
+                    if (isNotVisible) {
+                        hideFunc(item.name);
+
+                        return;
+                    }
+                }
+
+                if (Espo.Utils.checkActionAccess(this.acl, view.model, item, true)) {
+                    showFunc(item.name);
+
+                    return;
+                }
+
+                hideFunc(item.name);
+            });
+        };
+
+        if (options.listenToViewModelSync) {
+            view.listenTo(view, 'model-sync', () => onSync());
+
+            return;
+        }
+
+        view.listenTo(view.model, 'change', () => onChange());
+        view.listenTo(view.model, options.syncEvent ?? 'sync', () => onSync());
+    }
+}
+
+export default ActionItemSetupHelper;

client/src/helpers/assignment.js

@@ -0,0 +1,75 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+
+/**
+ * @since 10.0.0
+ */
+export default class AssignmentHelper {
+
+    /**
+     * @private
+     * @type {Metadata}
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @param {string} entityType
+     * @return {boolean}
+     */
+    hasAssignedUserField(entityType) {
+        return this.metadata.get(`entityDefs.${entityType}.fields.assignedUser.type`) === 'link' &&
+            !this.metadata.get(`entityDefs.${entityType}.fields.assignedUser.disabled`) &&
+            this.metadata.get(`entityDefs.${entityType}.links.assignedUser.entity`) === 'User';
+    }
+
+    /**
+     * @param {string} entityType
+     * @return {boolean}
+     */
+    hasAssignedUsersField(entityType) {
+        return this.metadata.get(`entityDefs.${entityType}.fields.assignedUsers.type`) === 'linkMultiple' &&
+            this.metadata.get(`entityDefs.${entityType}.links.assignedUsers.entity`) === 'User';
+    }
+
+    /**
+     * @param {string} entityType
+     * @return {boolean}
+     */
+    hasCollaboratorsField(entityType) {
+        if (!this.metadata.get(`scopes.${entityType}.collaborators`)) {
+            return false;
+        }
+
+        return this.metadata.get(`entityDefs.${entityType}.fields.collaborators.type`) === 'linkMultiple' &&
+            this.metadata.get(`entityDefs.${entityType}.links.collaborators.entity`) === 'User';
+    }
+}

client/src/helpers/export.js

@@ -0,0 +1,110 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Settings from 'models/settings';
+import User from 'models/user';
+
+/**
+ * An export helper.
+ */
+class ExportHelper {
+
+    /**
+     * @private
+     * @type {Settings}
+     */
+    @inject(Settings)
+    config
+
+    /**
+     * @private
+     * @type {User}
+     */
+    @inject(User)
+    user
+
+    /**
+     * @param {module:view} view A view.
+     */
+    constructor(view) {
+        /**
+         * @private
+         * @type {module:view}
+         */
+        this.view = view;
+    }
+
+    /**
+     * Check whether an export should be run in idle.
+     *
+     * @param {number} totalCount A total record count.
+     * @returns {boolean}
+     */
+    checkIsIdle(totalCount) {
+        if (this.user.isPortal()) {
+            return false;
+        }
+
+        if (typeof totalCount === 'undefined') {
+            totalCount = this.view.options.totalCount;
+        }
+
+        return totalCount === -1 || totalCount > this.config.get('exportIdleCountThreshold');
+    }
+
+    /**
+     * Process export.
+     *
+     * @param {string} id An ID.
+     * @returns {Promise<module:view>} Resolves with a dialog view.
+     *   The view emits the 'close:success' event.
+     */
+    process(id) {
+        Espo.Ui.notify(false);
+
+        return new Promise(resolve => {
+            this.view.createView('dialog', 'views/export/modals/idle', {id: id})
+                .then(view => {
+                    view.render();
+
+                    resolve(view);
+
+                    this.view.listenToOnce(view, 'success', data => {
+                        resolve(data);
+
+                        this.view.listenToOnce(view, 'close', () => {
+                            view.trigger('close:success', data);
+                        });
+                    });
+                });
+        });
+    }
+}
+
+export default ExportHelper;

client/src/helpers/field/cascade-links.js

@@ -0,0 +1,349 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+
+// noinspection JSUnusedGlobalSymbols
+export default class CascadeLinksHelper {
+
+    /**
+     * @type {Metadata}
+     * @private}
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @param {{
+     *     model: import('model').default,
+     *     foreignEntityType: string,
+     *     items: {
+     *         localField: string,
+     *         foreignField: string,
+     *         matchRequired: boolean,
+     *     }[],
+     * }} options
+     */
+    constructor(options) {
+        this.options = options;
+
+        this.model = options.model;
+    }
+
+    /**
+     * @private
+     * @param {
+     *     {
+     *         localField: string,
+     *         foreignField: string,
+     *         matchRequired: boolean,
+     *     }
+     * } item
+     * @param {string|null} targetEntityType
+     * @return {{id: string, entityType: string, name: string}[]|null}
+     */
+    prepareItemEntries(item, targetEntityType) {
+        const field = item.localField;
+        const foreignField = item.foreignField;
+
+        if (!field || !foreignField) {
+            console.warn("Bad cascading fields definition.");
+
+            return null;
+        }
+
+        const type = this.model.getFieldType(field);
+        let entityType = this.model.getLinkParam(field, 'entity');
+
+        /** @type {{id: string, entityType: string, name: string}[]} */
+        const entries = [];
+
+        if (type === 'linkParent') {
+            entityType = this.model.get(field + 'Type');
+        }
+
+        if (!entityType) {
+            return null;
+        }
+
+        if (targetEntityType !== entityType) {
+            return null;
+        }
+
+        if (type === 'link' || type === 'linkParent' || type === 'linkOne') {
+            const id = this.model.get(field + 'Id');
+            const name = this.model.get(field + 'Name');
+
+            if (!id) {
+                return null;
+            }
+
+            entries.push({id, entityType, name});
+        } else if (type === 'linkMultiple') {
+            /** @type {string[]} */
+            const ids = this.model.get(field + 'Ids') ?? [];
+            const names = this.model.get(field + 'Names') ?? {};
+
+            entries.push(
+                ...ids.map(id => ({id, entityType, name: names[id]}))
+            );
+        } else {
+            return null;
+        }
+
+        return entries;
+    }
+
+    /**
+     * @return {Object.<string, import('search-manager').AdvancedFilter>}
+     */
+    prepareFilters() {
+        /**
+         * @param {{localField: string, foreignField: string, matchRequired: boolean}} item
+         * @return {Object.<string, import('search-manager').AdvancedFilter>|null}
+         */
+        const prepareItem = (item) => {
+            const field = item.localField;
+            const foreignField = item.foreignField;
+
+            if (!field || !foreignField) {
+                console.warn("Bad cascading fields definition.");
+
+                return null;
+            }
+
+            const linkEntityType = this.getLinkEntityType(foreignField);
+            const foreignType = this.getForeignType(foreignField);
+
+            const entries = this.prepareItemEntries(item, linkEntityType);
+
+            if (entries === null || !entries.length) {
+                return null;
+            }
+
+            if (foreignType === 'link' || foreignType === 'linkOne') {
+                if (entries.length > 1) {
+                    return {
+                        [foreignField]: {
+                            type: 'in',
+                            attribute: foreignField + 'Id',
+                            value: entries.map(it => it.id),
+                            data: {
+                                type: 'isOneOf',
+                                oneOfIdList: entries.map(it => it.id),
+                                oneOfNameHash: entries.reduce((p, it) => {
+                                    p[it.id] = it.name;
+
+                                    return p;
+                                }, {}),
+                            },
+                        }
+                    };
+                }
+
+                return {
+                    [foreignField]: {
+                        type: 'equals',
+                        attribute: foreignField + 'Id',
+                        value: entries[0].id,
+                        data: {
+                            type: 'equals',
+                            idValue: entries[0].id,
+                            nameValue: entries[0].name,
+                        }
+                    }
+                };
+            }
+
+            if (foreignType === 'linkMultiple') {
+                return {
+                    [foreignField]: {
+                        type: 'linkedWithAll',
+                        attribute: foreignField,
+                        value: entries.map(it => it.id),
+                        data: {
+                            type: 'allOf',
+                            nameHash: entries.reduce((p, it) => {
+                                p[it.id] = it.name;
+
+                                return p;
+                            }, {}),
+                        },
+                    }
+                };
+            }
+
+            // Not supported.
+            if (foreignType === 'linkParent') {
+                if (entries.length > 1) {
+                    console.warn("Cascading fields do not support multiple matches for link-parent filters.");
+
+                    return null;
+                }
+
+                return {
+                    [foreignField]: {
+                        type: 'and',
+                        attribute: foreignField + 'Id',
+                        value: [
+                            {
+                                type: 'equals',
+                                field: foreignField + 'Id',
+                                value: entries[0].id,
+                            },
+                            {
+                                type: 'equals',
+                                field: foreignField + 'Type',
+                                value: entries[0].entityType,
+                            }
+                        ],
+                        data: {
+                            type: 'is',
+                            idValue: entries[0].id,
+                            nameValue: entries[0].name,
+                            typeValue: entries[0].entityType,
+                        }
+                    }
+                };
+            }
+
+            return null;
+        };
+
+        const output = {};
+
+        for (const item of this.options.items) {
+            const itemOutput = prepareItem(item);
+
+            if (itemOutput === null && item.matchRequired) {
+                return {
+                    id: {
+                        type: 'isNull',
+                        attribute: 'id',
+                        data: {
+                            type: 'isEmpty',
+                        },
+                    },
+                };
+            }
+
+            Object.assign(output, itemOutput);
+        }
+
+        return output;
+    }
+
+    /**
+     * @return {Object.<string, unknown>}
+     */
+    prepareCreateAttributes() {
+        const attributes = {};
+
+        /**
+         * @param {{localField: string, foreignField: string, matchRequired: boolean}} item
+         * @return {Object.<string, *>}
+         */
+        const prepareItem = (item) => {
+            const field = item.localField;
+            const foreignField = item.foreignField;
+
+            if (!field || !foreignField) {
+                console.warn("Bad cascading fields definition.");
+
+                return null;
+            }
+
+            const linkEntityType = this.getLinkEntityType(foreignField);
+            const foreignType = this.getForeignType(foreignField);
+
+            const entries = this.prepareItemEntries(item, linkEntityType);
+
+            if (entries === null || !entries.length) {
+                return null;
+            }
+
+            if (foreignType === 'link' || foreignType === 'linkOne') {
+                return {
+                    [foreignField + 'Id']: entries[0].id,
+                    [foreignField + 'Name']: entries[0].name,
+                };
+            }
+
+            if (foreignType === 'linkMultiple') {
+                return {
+                    [foreignField + 'Ids']: entries.map(it => it.id),
+                    [foreignField + 'Names']: entries.reduce((p, it) => {
+                        p[it.id] = it.name;
+
+                        return p;
+                    }, {}),
+                }
+            }
+
+            // Not supported.
+            if (foreignType === 'linkParent') {
+                return {
+                    [foreignField + 'Id']: entries[0].id,
+                    [foreignField + 'Name']: entries[0].name,
+                    [foreignField + 'Type']: entries[0].entityType,
+                };
+            }
+        };
+
+        for (const item of this.options.items) {
+            const itemOutput = prepareItem(item);
+
+            if (itemOutput === null && item.matchRequired) {
+                continue;
+            }
+
+            Object.assign(attributes, itemOutput);
+        }
+
+        return attributes;
+    }
+
+    /**
+     * @private
+     * @param {string} foreignField
+     * @return {string|null}
+     */
+    getLinkEntityType(foreignField) {
+        return this.metadata.get(`entityDefs.${this.options.foreignEntityType}.links.${foreignField}.entity`);
+    }
+
+    /**
+     * @private
+     * @param {string} foreignField
+     * @return {string|null}
+     */
+    getForeignType(foreignField) {
+        return this.metadata.get(`entityDefs.${this.options.foreignEntityType}.fields.${foreignField}.type`);
+    }
+}

client/src/helpers/field/link-icon.js

@@ -0,0 +1,112 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+/**
+ * @since 9.3.1
+ */
+export default class LinkFieldIconHelper {
+
+    /**
+     * @param {import('views/fields/link').default} view
+     * @param {{
+     *     iconClass: string,
+     *     getIconClass: function(): string|null,
+     *     getColor: function(): string,
+     * }} options
+     */
+    constructor(view, options) {
+        this.view = view;
+        this.options = options;
+
+        view.listenTo(view, 'after:render', () => {
+            if (view.isEditMode()) {
+                this.control();
+            }
+        });
+
+        view.addHandler('keydown', `input[data-name="${view.nameName}"]`, (/** KeyboardEvent */e, target) => {
+            if (e.code === 'Enter') {
+                return;
+            }
+
+            target.classList.add('being-typed');
+        });
+
+        view.addHandler('change', `input[data-name="${view.nameName}"]`, (e, target) => {
+            setTimeout(() => target.classList.remove('being-typed'), 200);
+        });
+
+        view.addHandler('blur', `input[data-name="${view.nameName}"]`, (e, target) => {
+            target.classList.remove('being-typed');
+        });
+
+        view.on('change', () => {
+            if (!view.isEditMode()) {
+                return;
+            }
+
+            const span = view.element.querySelector('span.icon-in-input');
+
+            if (span) {
+                span.parentNode.removeChild(span);
+            }
+
+            setTimeout(() => this.control(), 0);
+        });
+    }
+
+    /**
+     * @private
+     */
+    control() {
+        const view = this.view;
+
+        const nameElement = view.element.querySelector(`input[data-name="${view.nameName}"]`);
+        nameElement.classList.remove('being-typed');
+
+        const icon = document.createElement('span');
+        icon.className = 'icon-in-input ' + this.options.iconClass;
+        icon.style.color = this.options.getColor();
+
+        const iconClass = this.options.getIconClass();
+
+        if (!iconClass) {
+            return;
+        }
+
+        icon.className += ' ' + iconClass;
+
+        const input = view.element.querySelector('.input-group > input');
+
+        if (!input) {
+            return;
+        }
+
+        input.after(icon);
+    }
+}

client/src/helpers/field/options-provider.js

@@ -0,0 +1,106 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+import Language from 'language';
+
+/**
+ * @since 10.0.0
+ */
+export default class OptionsProvider {
+
+    /**
+     * @private
+     * @type {Metadata}
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @private
+     * @type {Language}
+     */
+    @inject(Language)
+    language
+
+    /**
+     * @param {string} entityType
+     * @param {string} field
+     * @return {{
+     *     name: string,
+     *     label: string,
+     *     style: string|null,
+     * }[]}
+     */
+    get(entityType, field) {
+        /**
+         * @type {{
+         *     options?: string[],
+         *     style?: Record<string, string>,
+         *     optionsReference?: string|null,
+         *     optionsPath?: string|null
+         * }} */
+        const params = this.metadata.get(`entityDefs.${entityType}.fields.${field}`);
+
+        if (!params) {
+            return [];
+        }
+
+        let sourceEntityType = entityType;
+        let sourceField = field;
+        let styleMap = params.style ?? {};
+
+        let optionsPath = params.optionsPath;
+
+        if (!optionsPath && params.optionsReference) {
+            const [refEntityType, refField] = params.optionsReference.split('.');
+
+            optionsPath = `entityDefs.${refEntityType}.fields.${refField}.options`;
+
+            sourceEntityType = refEntityType;
+            sourceField = refField;
+
+            styleMap = this.metadata.get(`entityDefs.${refEntityType}.fields.${refField}.style`) ?? {};
+        }
+
+        let options = params.options;
+
+        if (optionsPath) {
+            options = this.metadata.get(optionsPath);
+        }
+
+        return options.map(it => {
+            return {
+                name: it,
+                label: this.language.translateOption(it, sourceField, sourceEntityType),
+                style: styleMap[it] ?? null,
+            }
+        });
+    }
+}

client/src/helpers/file-upload.js

@@ -0,0 +1,197 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+/** @module helpers/file-upload */
+
+import {inject} from 'di';
+import Settings from 'models/settings';
+
+/**
+ * A file-upload helper.
+ */
+class FileUploadExport {
+
+    /**
+     * @private
+     * @type {Settings}
+     */
+    @inject(Settings)
+    config
+
+    /**
+     * @typedef {Object} module:helpers/file-upload~Options
+     *
+     * @property {function(number):void} [afterChunkUpload] After every chunk is uploaded.
+     * @property {function(module:model):void} [afterAttachmentSave] After an attachment is saved.
+     * @property {{isCanceled?: boolean}} [mediator] A mediator.
+     */
+
+    /**
+     * Upload.
+     *
+     * @param {File} file A file.
+     * @param {module:model} attachment An attachment model.
+     * @param {module:helpers/file-upload~Options} [options] Options.
+     * @returns {Promise}
+     */
+    upload(file, attachment, options) {
+        options = options || {};
+
+        options.afterChunkUpload = options.afterChunkUpload || (() => {});
+        options.afterAttachmentSave = options.afterAttachmentSave || (() => {});
+        options.mediator = options.mediator || {};
+
+        attachment.set('name', file.name);
+        attachment.set('type', file.type || 'text/plain');
+        attachment.set('size', file.size);
+
+        if (this._useChunks(file)) {
+            return this._uploadByChunks(file, attachment, options);
+        }
+
+        return new Promise((resolve, reject) => {
+            const fileReader = new FileReader();
+
+            fileReader.onload = (e) => {
+                attachment.set('file', e.target.result);
+
+                attachment.save({}, {timeout: 0})
+                    .then(() => resolve())
+                    .catch(() => reject());
+            };
+
+            fileReader.readAsDataURL(file);
+        });
+    }
+
+    /**
+     * @private
+     */
+    _uploadByChunks(file, attachment, options) {
+        return new Promise((resolve, reject) => {
+            attachment.set('isBeingUploaded', true);
+
+            attachment
+                .save()
+                .then(() => {
+                    options.afterAttachmentSave(attachment);
+
+                    return this._uploadChunks(
+                        file,
+                        attachment,
+                        resolve,
+                        reject,
+                        options
+                    );
+                })
+                .catch(() => reject());
+        });
+    }
+
+    /**
+     * @private
+     */
+    _uploadChunks(file, attachment, resolve, reject, options, start) {
+        start = start || 0;
+        let end = start + this._getChunkSize() + 1;
+
+        if (end > file.size) {
+            end = file.size;
+        }
+
+        if (options.mediator.isCanceled) {
+            reject();
+
+            return;
+        }
+
+        const blob = file.slice(start, end);
+
+        const fileReader = new FileReader();
+
+        fileReader.onloadend = (e) => {
+            if (e.target.readyState !== FileReader.DONE) {
+                return;
+            }
+
+            Espo.Ajax
+                .postRequest('Attachment/chunk/' + attachment.id, e.target.result, {
+                    headers: {
+                        'Content-Type': 'multipart/form-data',
+                    },
+                })
+                .then(() => {
+                    options.afterChunkUpload(end);
+
+                    if (end === file.size) {
+                        resolve();
+
+                        return;
+                    }
+
+                    this._uploadChunks(
+                        file,
+                        attachment,
+                        resolve,
+                        reject,
+                        options,
+                        end
+                    );
+                })
+                .catch(() => reject());
+        };
+
+        fileReader.readAsDataURL(blob);
+    }
+
+    /**
+     * @private
+     */
+    _useChunks(file) {
+        const chunkSize = this._getChunkSize();
+
+        if (!chunkSize) {
+            return false;
+        }
+
+        if (file.size > chunkSize) {
+            return true;
+        }
+
+        return false;
+    }
+
+    /**
+     * @private
+     */
+    _getChunkSize() {
+        return (this.config.get('attachmentUploadChunkSize') || 0) * 1024 * 1024;
+    }
+}
+
+export default FileUploadExport;

client/src/helpers/list/misc/list-tree-draggable.js

@@ -0,0 +1,356 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {Draggable} from '@shopify/draggable';
+import {inject} from 'di';
+import Language from 'language';
+
+/**
+ * @internal
+ */
+export default class ListTreeDraggableHelper {
+
+    /**
+     * @type {Language}
+     */
+    @inject(Language)
+    language
+
+    /**
+     * @private
+     * @type {boolean}
+     */
+    blockDraggable = false
+
+    /**
+     * @private
+     * {Draggable}
+     */
+    draggable
+
+    /**
+     * @param {import('views/record/list-tree').default} view
+     */
+    constructor(view) {
+        this.view = view;
+    }
+
+    destroy() {
+        if (this.draggable) {
+            this.draggable.destroy();
+        }
+    }
+
+    init() {
+        if (this.draggable) {
+            this.draggable.destroy();
+        }
+
+        const draggable = this.draggable = new Draggable(this.view.element, {
+            distance: 8,
+            draggable: '.list-group-item > .cell > [data-role="moveHandle"]',
+            mirror: {
+                cursorOffsetX: 5,
+                cursorOffsetY: 5,
+                appendTo: 'body',
+            },
+        });
+
+        /** @type {HTMLElement[]} */
+        let rows;
+        /** @type {Map<HTMLElement, number>} */
+        let levelMap;
+        /** @type {HTMLElement|null} */
+        let movedHandle = null;
+        /** @type {HTMLElement|null} */
+        let movedLink = null;
+        /** @type {HTMLElement|null} */
+        let movedFromLi = null;
+
+        draggable.on('mirror:created', event => {
+            const mirror = event.mirror;
+            const source = event.source;
+            const originalSource = event.originalSource;
+
+            originalSource.style.display = '';
+            source.style.display = 'none';
+
+            mirror.style.display = 'block';
+            mirror.style.cursor = 'grabbing';
+            mirror.classList.add('draggable-helper', 'draggable-helper-transparent', 'text-info');
+            mirror.classList.remove('link');
+            mirror.style.pointerEvents = 'auto';
+            mirror.removeAttribute('href');
+            mirror.style.textDecoration = 'none';
+
+            mirror.innerText = mirror.dataset.title;
+        });
+
+        draggable.on('mirror:move', event => {
+            event.mirror.style.pointerEvents = 'auto';
+        });
+
+        draggable.on('drag:start', event => {
+            if (this.blockDraggable) {
+                event.cancel();
+
+                return;
+            }
+
+            rows = Array.from(this.view.element.querySelectorAll('.list-group-tree > .list-group-item'));
+
+            levelMap = new Map();
+
+            rows.forEach(row => {
+                let depth = 0;
+                let current = row;
+
+                while (current && current !== this.view.element) {
+                    current = current.parentElement;
+
+                    depth ++;
+                }
+
+                levelMap.set(row, depth);
+            });
+
+            rows.sort((a, b) => levelMap.get(b) - levelMap.get(a));
+
+            this.view.movedId = event.source.dataset.id;
+            movedHandle = event.originalSource;
+            movedFromLi = movedHandle.parentElement.parentElement;
+            movedLink = movedHandle.parentElement.querySelector(`:scope > a.link`);
+
+            movedLink.classList.add('text-info');
+        });
+
+        let overId = null;
+        let overParentId = null;
+        let isAfter = false;
+        let wasOutOfSelf = false;
+
+        draggable.on('drag:move', event => {
+            isAfter = false;
+            overId = null;
+
+            let rowFound = null;
+
+            for (const row of rows) {
+                const rect = row.getBoundingClientRect();
+
+                const isIn =
+                    rect.left < event.sensorEvent.clientX &&
+                    rect.right > event.sensorEvent.clientX &&
+                    rect.top < event.sensorEvent.clientY &&
+                    rect.bottom >= event.sensorEvent.clientY;
+
+                if (!isIn) {
+                    continue;
+                }
+
+                let itemId = row.dataset.id ?? null;
+                let itemParentId = null;
+
+                if (!itemId) {
+                    const parent = row.closest(`.list-group-item[data-id]`);
+
+                    if (parent instanceof HTMLElement) {
+                        // Over a plus row.
+                        itemParentId = parent.dataset.id;
+                    }
+                }
+
+                const itemIsAfter = event.sensorEvent.clientY - rect.top >= rect.bottom - event.sensorEvent.clientY;
+
+                if (itemParentId && itemIsAfter) {
+                    continue;
+                }
+
+                if (itemId === this.view.movedId) {
+                    break;
+                }
+
+                if (movedFromLi.contains(row)) {
+                    break;
+                }
+
+                if (!itemId && !itemParentId) {
+                    continue;
+                }
+
+                if (itemParentId) {
+                    const parent = row.closest(`.list-group-item[data-id]`);
+
+                    if (parent) {
+                        /** @type {NodeListOf<HTMLElement>} */
+                        const items = parent.querySelectorAll(':scope > .children > .list > .list-group > [data-id]');
+
+                        if (items.length) {
+                            itemId = Array.from(items).pop().dataset.id;
+                            itemParentId = null;
+                        }
+                    }
+                }
+
+                isAfter = itemIsAfter;
+                overParentId = itemParentId;
+                overId = itemId;
+                rowFound = row;
+
+                break;
+            }
+
+            for (const row of rows) {
+                row.classList.remove('border-top-highlighted');
+                row.classList.remove('border-bottom-highlighted');
+            }
+
+            if (!rowFound) {
+                return;
+            }
+
+            if (isAfter) {
+                rowFound.classList.add('border-bottom-highlighted');
+                rowFound.classList.remove('border-top-highlighted');
+            } else {
+                rowFound.classList.add('border-top-highlighted');
+                rowFound.classList.remove('border-bottom-highlighted');
+            }
+        });
+
+        draggable.on('drag:stop', async () => {
+            const finalize = () => {
+                if (movedLink) {
+                    movedLink.classList.remove('text-info');
+                }
+
+                rows.forEach(row => {
+                    row.classList.remove('border-bottom-highlighted');
+                    row.classList.remove('border-top-highlighted');
+                });
+
+                rows = undefined;
+            };
+
+            let moveType;
+            let referenceId = overId;
+
+            if (overParentId || overId) {
+                if (overParentId) {
+                    moveType = 'into';
+                    referenceId = overParentId;
+                } else if (isAfter) {
+                    moveType = 'after';
+                } else {
+                    moveType = 'before';
+                }
+            }
+
+            if (moveType) {
+                this.blockDraggable = true;
+
+                const movedId = this.view.movedId;
+                const affectedId = referenceId;
+
+                Espo.Ui.notifyWait();
+
+                Espo.Ajax
+                    .postRequest(`${this.view.entityType}/action/move`, {
+                        id: this.view.movedId,
+                        referenceId: referenceId,
+                        type: moveType,
+                    })
+                    .then(async () => {
+                        const promises = [];
+
+                        if (movedId) {
+                            promises.push(this.updateAfter(this.view, movedId));
+                        }
+
+                        if (affectedId) {
+                            promises.push(this.updateAfter(this.view, affectedId));
+                        }
+
+                        await Promise.all(promises);
+
+                        Espo.Ui.success(this.language.translate('Done'));
+                    })
+                    .finally(() => {
+                        this.blockDraggable = false;
+
+                        finalize();
+                    });
+            }
+
+            if (!moveType) {
+                finalize();
+            }
+
+            this.view.movedId = null;
+
+            movedHandle = null;
+            movedFromLi = null;
+            levelMap = undefined;
+            overParentId = null;
+            overId = null;
+            isAfter = false;
+            wasOutOfSelf = false;
+        });
+    }
+
+    /**
+     * @private
+     * @param {ListTreeRecordView} view
+     * @param {string} movedId
+     * @return {Promise}
+     */
+    async updateAfter(view, movedId) {
+        if (view.collection.has(movedId)) {
+            const unfoldedIds = view.getItemViews()
+                .filter(view => view.isUnfolded && view.model)
+                .map(view => view.model.id);
+
+            await view.collection.fetch({noRebuild: false});
+
+            view.getItemViews()
+                .filter(view => view && view.model && unfoldedIds.includes(view.model.id))
+                .forEach(view => view.unfold());
+
+            return;
+        }
+
+        for (const subView of view.getItemViews()) {
+            if (!subView.getChildrenView()) {
+                continue;
+            }
+
+            await this.updateAfter(subView.getChildrenView(), movedId);
+        }
+    }
+}
+

client/src/helpers/list/misc/sticky-bar.js

@@ -0,0 +1,229 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import $ from 'jquery';
+import {Events} from 'bullbone';
+
+/**
+ * @internal
+ */
+class StickyBarHelper {
+
+    /** @private */
+    $bar
+    /** @private */
+    $scrollable
+    /** @private */
+    $window
+    /** @private */
+    $navbarRight
+    /** @private */
+    $middle
+    /** @private */
+    _isReady = false
+
+    /**
+     * @param {import('views/record/list-base').default} view
+     * @param {{force?: boolean}} options
+     */
+    constructor(view, options = {}) {
+        this.view = view;
+
+        /**
+         * @private
+         * @type {import('theme-manager').default}
+         */
+
+        this.themeManager = this.view.getThemeManager();
+
+        this.$el = view.$el;
+
+        /** @private */
+        this.force = options.force || false;
+
+        this.init();
+    }
+
+    init() {
+        this.$bar = this.$el.find('.sticked-bar');
+        this.$middle = this.$el.find('> .list');
+
+        if (!this.$middle.get(0)) {
+            return;
+        }
+
+        this.$window = $(window);
+        this.$scrollable = this.$window;
+        this.$navbarRight = $('#navbar .navbar-right');
+
+        this.isModal = !!this.$el.closest('.modal-body').length;
+
+        this.isSmallWindow = $(window.document).width() < this.themeManager.getParam('screenWidthXs');
+
+        if (this.isModal) {
+            this.$scrollable = this.$el.closest('.modal-body');
+            this.$navbarRight = this.$scrollable.parent().find('.modal-footer');
+        }
+
+        if (!this.force) {
+            this.$scrollable.off(`scroll.list-${this.view.cid}`);
+            this.$scrollable.on(`scroll.list-${this.view.cid}`, () => this._controlSticking());
+
+            this.$window.off(`resize.list-${this.view.cid}`);
+            this.$window.on(`resize.list-${this.view.cid}`, () => this._controlSticking());
+        }
+
+        this.listenTo(this.view, 'check', () => {
+            if (this.view.getCheckedIds().length === 0 && !this.view.isAllResultChecked()) {
+                return;
+            }
+
+            this._controlSticking();
+        });
+
+        this._isReady = true;
+    }
+
+    _getMiddleTop() {
+        if (this._middleTop !== undefined && this._middleTop >= 0) {
+            return this._middleTop;
+        }
+
+        this._middleTop = this._getOffsetTop(this.$middle.get(0));
+
+        return this._middleTop;
+    }
+
+    _getButtonsTop() {
+        if (this._buttonsTop !== undefined && this._buttonsTop >= 0) {
+            return this._buttonsTop;
+        }
+
+        this._buttonsTop = this._getOffsetTop(this.$el.find('.list-buttons-container').get(0));
+
+        return this._buttonsTop;
+    }
+
+    /**
+     * @private
+     */
+    _controlSticking() {
+        if (!this.view.toShowStickyBar()) {
+            return;
+        }
+
+        if (this.isSmallWindow && $('#navbar .navbar-body').hasClass('in')) {
+            return;
+        }
+
+        const scrollTop = this.$scrollable.scrollTop();
+        const stickTop = !this.force ? this._getButtonsTop() : 0;
+        const edge = this._getMiddleTop() + this.$middle.outerHeight(true);
+
+        const hide = () => {
+            this.$bar.addClass('hidden');
+            this.$navbarRight.removeClass('has-sticked-bar');
+        };
+
+        const show = () => {
+            this.$bar.removeClass('hidden');
+            this.$navbarRight.addClass('has-sticked-bar');
+        };
+
+        if (scrollTop >= edge) {
+            hide();
+
+            return;
+        }
+
+        if (scrollTop > stickTop || this.force) {
+            show();
+
+            return;
+        }
+
+        hide();
+    }
+
+    /**
+     * @private
+     * @param {HTMLElement} element
+     */
+    _getOffsetTop(element) {
+        if (!element) {
+            return 0;
+        }
+
+        const navbarHeight = this.themeManager.getParam('navbarHeight') * this.themeManager.getFontSizeFactor();
+        const withHeader = !this.isSmallWindow && !this.isModal;
+
+        let offsetTop = 0;
+
+        do {
+            if (element.classList.contains('modal-body')) {
+                break;
+            }
+
+            if (!isNaN(element.offsetTop)) {
+                offsetTop += element.offsetTop;
+            }
+
+            element = element.offsetParent;
+        } while (element);
+
+        if (withHeader) {
+            offsetTop -= navbarHeight;
+        }
+
+        if (!this.isModal) {
+            // padding
+            offsetTop -= 5;
+        }
+
+        return offsetTop;
+    }
+
+    hide() {
+        this.$bar.addClass('hidden');
+    }
+
+    destroy() {
+        this.stopListening(this.view, 'check');
+
+        if (!this._isReady) {
+            return;
+        }
+
+        this.$window.off(`resize.list-${this.view.cid}`);
+        this.$scrollable.off(`scroll.list-${this.view.cid}`);
+    }
+}
+
+Object.assign(StickyBarHelper.prototype, Events);
+
+export default StickyBarHelper;

client/src/helpers/list/select-provider.js

@@ -0,0 +1,113 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import LayoutManager from 'layout-manager';
+import Metadata from 'metadata';
+import FieldManager from 'field-manager';
+
+class SelectProvider {
+
+
+    /**
+     * @type {LayoutManager}
+     * @private
+     */
+    @inject(LayoutManager)
+    layoutManager
+
+    /**
+     * @type {Metadata}
+     * @private
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @type {FieldManager}
+     * @private
+     */
+    @inject(FieldManager)
+    fieldManager
+
+    /**
+     * Get select attributes.
+     *
+     * @param {string} entityType
+     * @param {string} [layoutName='list']
+     * @return {Promise<string[]>}
+     */
+    get(entityType, layoutName) {
+        return new Promise(resolve => {
+            this.layoutManager.get(entityType, layoutName || 'list', layout => {
+                const list = this.getFromLayout(entityType, layout);
+
+                resolve(list);
+            });
+        });
+    }
+
+    /**
+     * Get select attributes from a layout.
+     *
+     * @param {string} entityType
+     * @param {module:views/record/list~columnDefs[]} listLayout
+     * @param {import('helpers/list/settings').default} [settings]
+     * @return {string[]}
+     */
+    getFromLayout(entityType, listLayout, settings) {
+        const list = [];
+
+        listLayout.forEach(item => {
+            if (!item.name) {
+                return;
+            }
+
+            if (settings?.isColumnHidden(item.name, item.hidden)) {
+                return;
+            }
+
+            if (!settings && item.hidden) {
+                return;
+            }
+
+            const field = item.name;
+            const type = this.metadata.get(`entityDefs.${entityType}.fields.${field}.type`);
+
+            if (!type) {
+                return;
+            }
+
+            list.push(...this.fieldManager.getEntityTypeFieldAttributeList(entityType, field));
+        });
+
+        return list;
+    }
+}
+
+export default SelectProvider;

client/src/helpers/list/settings.js

@@ -0,0 +1,306 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Storage from 'storage';
+import Utils from 'utils';
+
+/**
+ * @typedef {Object} ColumnWidth
+ * @property {number} value A value.
+ * @property {'px'|'%'} unit A unit.
+ */
+
+class ListSettingsHelper {
+
+    /**
+     * @private
+     * @type {Storage}
+     */
+    @inject(Storage)
+    storage
+
+    /**
+     * @private
+     * @type {boolean}
+     */
+    useStorage
+
+    /**
+     * Note: Do not change the signature for the first 3 parameters.
+     * @internal
+     *
+     * @param {string} entityType
+     * @param {string} key A key used for storage.
+     * @param {string} userId
+     * @param {{useStorage?: boolean}} options
+     */
+    constructor(entityType, key, userId, options = {}) {
+        /** @private */
+        this.layoutColumnsKey = `${key}-${entityType}-${userId}`;
+
+        /**
+         * @private
+         * @type {Object.<string, boolean>}
+         */
+        this.hiddenColumnMapCache = undefined;
+
+        /**
+         * @private
+         * @type {Object.<string, ColumnWidth>}
+         */
+        this.columnWidthMapCache = undefined;
+
+        /**
+         * @private
+         * @type {boolean|undefined}
+         */
+        this.columnResize = undefined;
+
+        /**
+         * @private
+         * @type {function()[]}
+         */
+        this.columnWidthChangeFunctions = [];
+
+        this.useStorage = options.useStorage ?? true;
+    }
+
+    /**
+     * @private
+     * @param {string} key
+     * @return {*}
+     */
+    getStored(key) {
+        if (this.useStorage) {
+            return this.storage.get(key, this.layoutColumnsKey);
+        }
+
+        return null;
+    }
+
+    /**
+     * @private
+     * @param {string} key
+     * @param {*} value
+     */
+    store(key, value) {
+        if (this.useStorage) {
+            this.storage.set(key, this.layoutColumnsKey, value);
+        }
+    }
+
+    /**
+     * @private
+     * @param {string} key
+     */
+    clearStored(key) {
+        if (this.useStorage) {
+            this.storage.clear(key, this.layoutColumnsKey);
+        }
+    }
+
+    /**
+     * Get a stored hidden column map.
+     *
+     * @return {Object.<string, boolean>}
+     */
+    getHiddenColumnMap() {
+        if (this.hiddenColumnMapCache) {
+            return this.hiddenColumnMapCache;
+        }
+
+        this.hiddenColumnMapCache = /** @type {Object} */
+            this.getStored('listHiddenColumns') ?? {};
+
+        return this.hiddenColumnMapCache;
+    }
+
+    /**
+     * Is a column hidden.
+     *
+     * @param {string} name A name.
+     * @param {boolean} [hidden] Is hidden by default.
+     * @return {boolean}
+     * @since 9.0.0
+     */
+    isColumnHidden(name, hidden) {
+        const hiddenMap = this.getHiddenColumnMap();
+
+        if (hiddenMap[name]) {
+            return true;
+        }
+
+        if (!hidden) {
+            return false;
+        }
+
+        if (!(name in hiddenMap)) {
+            return true;
+        }
+
+        return hiddenMap[name];
+    }
+
+    /**
+     * Is column resize enabled.
+     *
+     * @return {boolean}
+     * @since 9.0.0
+     */
+    getColumnResize() {
+        if (this.columnResize === undefined) {
+            this.columnResize = this.getStored('listColumnResize') ?? false;
+        }
+
+        return this.columnResize;
+    }
+
+    /**
+     * Store column width editable.
+     *
+     * @param {boolean} columnResize
+     */
+    storeColumnResize(columnResize) {
+        this.columnResize = columnResize;
+
+        this.store('listColumnResize', columnResize);
+    }
+
+    // noinspection JSUnusedGlobalSymbols
+    /**
+     * Clear column width editable.
+     */
+    clearColumnResize() {
+        this.columnResize = undefined;
+
+        this.clearStored('listColumnResize');
+    }
+
+    /**
+     * Store a hidden column map.
+     *
+     * @param {Object.<string, boolean>} map
+     */
+    storeHiddenColumnMap(map) {
+        this.hiddenColumnMapCache = Utils.cloneDeep(map);
+
+        this.store('listHiddenColumns', map);
+    }
+
+    /**
+     * Clear a hidden column map in the storage.
+     */
+    clearHiddenColumnMap() {
+        this.hiddenColumnMapCache = undefined;
+
+        this.clearStored('listHiddenColumns');
+    }
+
+    /**
+     * Get a stored column width map.
+     *
+     * @return {Object.<string, ColumnWidth>}
+     */
+    getColumnWidthMap() {
+        if (this.columnWidthMapCache) {
+            return this.columnWidthMapCache;
+        }
+
+        this.columnWidthMapCache = /** @type {Object} */
+            this.getStored('listColumnsWidths') ?? {};
+
+        return this.columnWidthMapCache;
+    }
+
+    /**
+     * Store a column width map.
+     *
+     * @param {Object.<string, ColumnWidth>} map
+     */
+    storeColumnWidthMap(map) {
+        this.columnWidthMapCache = Utils.cloneDeep(map);
+
+        this.store('listColumnsWidths', map);
+    }
+
+    /**
+     * Clear a column width map in the storage.
+     */
+    clearColumnWidthMap() {
+        this.columnWidthMapCache = undefined;
+
+        this.clearStored('listColumnsWidths');
+    }
+
+    /**
+     * Set a column width.
+     *
+     * @param {string} name A column name.
+     * @param {ColumnWidth} width Width data.
+     */
+    storeColumnWidth(name, width) {
+        if (!this.columnWidthMapCache) {
+            this.columnWidthMapCache = {};
+        }
+
+        this.columnWidthMapCache[name] = width;
+
+        this.storeColumnWidthMap(this.columnWidthMapCache);
+
+        for (const handler of this.columnWidthChangeFunctions) {
+            handler();
+        }
+    }
+
+    /**
+     * Subscribe to a column width change.
+     *
+     * @param {function()} handler A handler.
+     */
+    subscribeToColumnWidthChange(handler) {
+        this.columnWidthChangeFunctions.push(handler);
+    }
+
+    /**
+     * Unsubscribe from a column width change.
+     *
+     * @param {function()} handler A handler.
+     */
+    unsubscribeFromColumnWidthChange(handler) {
+        const index = this.columnWidthChangeFunctions.findIndex(it => handler === it);
+
+        if (!~index) {
+            return;
+        }
+
+        this.columnWidthChangeFunctions.splice(index, 1);
+    }
+}
+
+export default ListSettingsHelper;

client/src/helpers/mass-action.js

@@ -0,0 +1,142 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Settings from 'models/settings';
+import User from 'models/user';
+import Ui from 'ui';
+
+/**
+ * A mass-action helper.
+ */
+class MassActionHelper {
+
+    /**
+     * @private
+     * @type {Settings}
+     */
+    @inject(Settings)
+    config
+
+    /**
+     * @private
+     * @type {User}
+     */
+    @inject(User)
+    user
+
+    /**
+     * A view.
+     *
+     * @private
+     * @type {import('view').default}}
+     */
+    view
+
+    /**
+     * @private
+     * @type {string}
+     */
+    entityType
+
+    /**
+     * @param {import('view').default} view A view.
+     * @param {{entityType?: string}} [options] Options.
+     */
+    constructor(view, options = {}) {
+        this.view = view;
+
+        let entityType = options.entityType;
+
+        if (!entityType) {
+            if ('entityType' in view) {
+                entityType = view.entityType;
+            } else if ('scope' in view) {
+                entityType = view.scope;
+            }
+        }
+
+        this.entityType = entityType;
+    }
+
+    /**
+     * Check whether an action should be run in idle.
+     *
+     * @param {number} [totalCount] A total record count.
+     * @returns {boolean}
+     */
+    checkIsIdle(totalCount) {
+        if (this.user.isPortal()) {
+            return false;
+        }
+
+        if (typeof totalCount === 'undefined') {
+            totalCount = this.view.options.totalCount;
+        }
+
+        if (typeof totalCount === 'undefined' && this.view.collection) {
+            totalCount = this.view.collection.total;
+        }
+
+        return totalCount === -1 || totalCount > this.config.get('massActionIdleCountThreshold');
+    }
+
+    /**
+     * Process.
+     *
+     * @param {string} id An ID.
+     * @param {string} action An action.
+     * @returns {Promise<import('view').default>} Resolves with a dialog view.
+     *   The view emits the 'close:success' event.
+     */
+    process(id, action) {
+        Ui.notify();
+
+        return new Promise(async resolve => {
+            const view = await this.view.createView('dialog', 'views/modals/mass-action', {
+                id: id,
+                action: action,
+                scope: this.entityType,
+            })
+
+            view.render().then(() => {});
+
+            resolve(view);
+
+            this.view.listenToOnce(view, 'success', data => {
+                resolve(data);
+
+                this.view.listenToOnce(view, 'close', () => {
+                    view.trigger('close:success', data);
+                });
+            });
+        });
+    }
+}
+
+export default MassActionHelper;

client/src/helpers/misc/attachment-insert-from-source.js

@@ -0,0 +1,162 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+import ModelFactory from 'model-factory';
+
+/**
+ * @internal
+ */
+export default class AttachmentInsertSourceFromHelper {
+
+    /**
+     * @param {import('views/fields/attachment-multiple').default|import('views/fields/file').default} view
+     */
+    constructor(view) {
+        /** @private */
+        this.view = view;
+
+        /** @private */
+        this.model = view.model;
+    }
+
+    /**
+     * @type {Metadata}
+     * @private
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @type {ModelFactory}
+     * @private
+     */
+    @inject(ModelFactory)
+    modelFactory
+
+
+    /**
+     * @param {{
+     *     source: string,
+     *     onInsert: function(import('model').default[]),
+     * }} params
+     */
+    insert(params) {
+        const source = params.source;
+
+        const viewName =
+            this.metadata.get(['clientDefs', 'Attachment', 'sourceDefs', source, 'insertModalView']) ||
+            this.metadata.get(['clientDefs', source, 'modalViews', 'select']) ||
+            'views/modals/select-records';
+
+        let filters = {};
+
+        if (('getSelectFilters' + source) in this.view) {
+            filters = this.view['getSelectFilters' + source]() || {};
+        }
+
+        // @todo EntityType => link mapping defined in metadata for automatic filtering.
+        if (this.model.attributes.parentId && this.model.attributes.parentType === 'Account') {
+            if (
+                this.metadata.get(`entityDefs.${source}.fields.account.type`) === 'link' &&
+                this.metadata.get(`entityDefs.${source}.links.account.entity`) === 'Account'
+            ) {
+                filters = {
+                    account: {
+                        type: 'equals',
+                        attribute: 'accountId',
+                        value: this.model.attributes.parentId,
+                        data: {
+                            type: 'is',
+                            idValue: this.model.attributes.parentId,
+                            nameValue: this.model.attributes.parentType,
+                        },
+                    },
+                    ...filters,
+                };
+            }
+        }
+
+        let boolFilterList = this.metadata.get(`clientDefs.Attachment.sourceDefs.${source}.boolFilterList`);
+
+        if (('getSelectBoolFilterList' + source) in this.view) {
+            boolFilterList = this.view['getSelectBoolFilterList' + source]();
+        }
+
+        let primaryFilterName = this.metadata.get(`clientDefs.Attachment.sourceDefs.${source}.primaryFilter`);
+
+        if (('getSelectPrimaryFilterName' + source) in this.view) {
+            primaryFilterName = this.view['getSelectPrimaryFilterName' + source]();
+        }
+
+        /** @type {module:views/modals/select-records~Options} */
+        const options = {
+            entityType: source,
+            createButton: false,
+            filters: filters,
+            boolFilterList: boolFilterList,
+            primaryFilterName: primaryFilterName,
+            multiple: true,
+            onSelect: models => {
+                models.forEach(async model => {
+                    if (model.entityType === 'Attachment') {
+                        params.onInsert([model]);
+
+                        return;
+                    }
+
+                    /** @type {Record[]} */
+                    const attachmentDataList = await Espo.Ajax.postRequest(`${source}/action/getAttachmentList`, {
+                        id: model.id,
+                        field: this.view.name,
+                        parentType: this.view.entityType,
+                    });
+
+                    const attachmentSeed = await this.modelFactory.create('Attachment');
+
+                    for (const item of attachmentDataList) {
+                        const attachment = attachmentSeed.clone();
+
+                        attachment.set(item);
+
+                        params.onInsert([attachment]);
+                    }
+                });
+            },
+        };
+
+        Espo.Ui.notifyWait();
+
+        this.view.createView('modal', viewName, options, view => {
+            view.render();
+
+            Espo.Ui.notify();
+        });
+    }
+}

client/src/helpers/misc/authentication-provider.js

@@ -0,0 +1,240 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+/** @module module:helpers/misc/authentication-provider */
+
+export default class {
+    /**
+     * @param {module:views/record/detail} view A view.
+     */
+    constructor(view) {
+        /**
+         * @private
+         * @type {module:views/record/detail}
+         */
+        this.view = view;
+
+        this.metadata = view.getMetadata();
+
+        /**
+         * @private
+         * @type {module:model}
+         */
+        this.model = view.model;
+
+        /** @var {Object.<string, Object.<string, *>>} defs */
+        const defs = view.getMetadata().get(['authenticationMethods']) || {};
+
+        /**
+         * @private
+         * @type {string[]}
+         */
+        this.methodList = Object.keys(defs).filter(item => {
+            /** @var {Object.<string, *>} */
+            const data = defs[item].provider || {};
+
+            return data.isAvailable;
+        });
+
+        /** @private */
+        this.authFields = {};
+
+        /** @private */
+        this.dynamicLogicDefs = {
+            fields: {},
+            panels: {},
+        };
+    }
+
+    /**
+     * @param {function(): void} callback
+     */
+    setupPanelsVisibility(callback) {
+        this.handlePanelsVisibility(callback);
+
+        this.view.listenTo(this.model, 'change:method', () => this.handlePanelsVisibility(callback));
+    }
+
+    /**
+     * @private
+     * @param {string} method
+     * @param {string} param
+     * @return {*}
+     */
+    getFromMetadata(method, param) {
+        return this.metadata
+            .get(['authenticationMethods', method, 'provider', param]) ||
+        this.metadata
+            .get(['authenticationMethods', method, 'settings', param]);
+    }
+
+    /**
+     * @return {Object}
+     */
+    setupMethods() {
+        this.methodList.forEach(method => this.setupMethod(method));
+
+        return this.dynamicLogicDefs;
+    }
+
+    /**
+     * @private
+     */
+    setupMethod(method) {
+        /** @var {string[]} */
+        let fieldList = this.getFromMetadata(method, 'fieldList') || [];
+
+        fieldList = fieldList.filter(item => this.model.hasField(item));
+
+        this.authFields[method] = fieldList;
+
+        const mDynamicLogicFieldsDefs = (this.getFromMetadata(method, 'dynamicLogic') || {}).fields || {};
+
+        for (const f in mDynamicLogicFieldsDefs) {
+            if (!fieldList.includes(f)) {
+                continue;
+            }
+
+            const defs = this.modifyDynamicLogic(mDynamicLogicFieldsDefs[f]);
+
+            this.dynamicLogicDefs.fields[f] = Espo.Utils.cloneDeep(defs);
+        }
+    }
+
+    /**
+     * @private
+     */
+    modifyDynamicLogic(defs) {
+        defs = Espo.Utils.clone(defs);
+
+        if (Array.isArray(defs)) {
+            return defs.map(item => this.modifyDynamicLogic(item));
+        }
+
+        if (typeof defs === 'object') {
+            const o = {};
+
+            for (const property in defs) {
+                let value = defs[property];
+
+                if (property === 'attribute' && value === 'authenticationMethod') {
+                    value = 'method';
+                }
+
+                o[property] = this.modifyDynamicLogic(value);
+            }
+
+            return o;
+        }
+
+        return defs;
+    }
+
+    modifyDetailLayout(layout) {
+        this.methodList.forEach(method => {
+            let mLayout = this.getFromMetadata(method, 'layout');
+
+            if (!mLayout) {
+                return;
+            }
+
+            mLayout = Espo.Utils.cloneDeep(mLayout);
+            mLayout.name = method;
+
+            this.prepareLayout(mLayout, method);
+
+            layout.push(mLayout);
+        });
+    }
+
+    prepareLayout(layout, method) {
+        layout.rows.forEach(row => {
+            row
+                .filter(item => !item.noLabel && !item.labelText && item.name)
+                .forEach(item => {
+                    if (item === null) {
+                        return;
+                    }
+
+                    const labelText = this.view.translate(item.name, 'fields', 'Settings');
+
+                    item.options = item.options || {};
+
+                    if (labelText && labelText.toLowerCase().indexOf(method.toLowerCase() + ' ') === 0) {
+                        item.labelText = labelText.substring(method.length + 1);
+                    }
+
+                    item.options.tooltipText = this.view.translate(item.name, 'tooltips', 'Settings');
+                });
+        });
+
+        layout.rows = layout.rows.map(row => {
+            row = row.map(cell => {
+                if (
+                    cell &&
+                    cell.name &&
+                    !this.model.hasField(cell.name)
+                ) {
+                    return false;
+                }
+
+                return cell;
+            })
+
+            return row;
+        });
+    }
+
+    /**
+     * @private
+     * @param {function(): void} callback
+     */
+    handlePanelsVisibility(callback) {
+        const authenticationMethod = this.model.get('method');
+
+        this.methodList.forEach(method => {
+            const fieldList = (this.authFields[method] || []);
+
+            if (method !== authenticationMethod) {
+                this.view.hidePanel(method);
+
+                fieldList.forEach(field => {
+                    this.view.hideField(field);
+                });
+
+                return;
+            }
+
+            this.view.showPanel(method);
+
+            fieldList.forEach(field => this.view.showField(field));
+
+            callback();
+        });
+    }
+}

client/src/helpers/misc/field-language.js

@@ -0,0 +1,118 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+/** @module helpers/misc/field-language */
+
+/**
+ * A field-language util.
+ */
+class FieldLanguage {
+
+    /**
+     * @param {module:metadata} metadata A metadata.
+     * @param {module:language} language A language.
+     */
+    constructor(metadata, language) {
+        /**
+         * @private
+         * @type {module:metadata}
+         */
+        this.metadata = metadata;
+
+        /**
+         * @private
+         * @type {module:language}
+         */
+        this.language = language;
+    }
+
+    /**
+     * Translate an attribute.
+     *
+     * @param {string} scope A scope.
+     * @param {string} name An attribute name.
+     * @returns {string}
+     */
+    translateAttribute(scope, name) {
+        let label = this.language.translate(name, 'fields', scope);
+
+        if (name.indexOf('Id') === name.length - 2) {
+            const baseField = name.slice(0, name.length - 2);
+
+            if (this.metadata.get(['entityDefs', scope, 'fields', baseField])) {
+                label = this.language.translate(baseField, 'fields', scope) +
+                    ' (' + this.language.translate('id', 'fields') + ')';
+            }
+        }
+        else if (name.indexOf('Name') === name.length - 4) {
+            const baseField = name.slice(0, name.length - 4);
+
+            if (this.metadata.get(['entityDefs', scope, 'fields', baseField])) {
+                label = this.language.translate(baseField, 'fields', scope) +
+                    ' (' + this.language.translate('name', 'fields') + ')';
+            }
+        }
+        else if (name.indexOf('Type') === name.length - 4) {
+            const baseField = name.slice(0, name.length - 4);
+
+            if (this.metadata.get(['entityDefs', scope, 'fields', baseField])) {
+                label = this.language.translate(baseField, 'fields', scope) +
+                    ' (' + this.language.translate('type', 'fields') + ')';
+            }
+        }
+
+        if (name.indexOf('Ids') === name.length - 3) {
+            const baseField = name.slice(0, name.length - 3);
+
+            if (this.metadata.get(['entityDefs', scope, 'fields', baseField])) {
+                label = this.language.translate(baseField, 'fields', scope) +
+                    ' (' + this.language.translate('ids', 'fields') + ')';
+            }
+        }
+        else if (name.indexOf('Names') === name.length - 5) {
+            const baseField = name.slice(0, name.length - 5);
+
+            if (this.metadata.get(['entityDefs', scope, 'fields', baseField])) {
+                label = this.language.translate(baseField, 'fields', scope) +
+                    ' (' + this.language.translate('names', 'fields') + ')';
+            }
+        }
+        else if (name.indexOf('Types') === name.length - 5) {
+            const baseField = name.slice(0, name.length - 5);
+
+            if (this.metadata.get(['entityDefs', scope, 'fields', baseField])) {
+                label = this.language.translate(baseField, 'fields', scope) +
+                    ' (' + this.language.translate('types', 'fields') + ')';
+            }
+        }
+
+        return label;
+    }
+}
+
+export default FieldLanguage;

client/src/helpers/misc/foreign-field-params.js

@@ -0,0 +1,71 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+
+/**
+ * @since 9.1.1
+ * @internal For future use.
+ */
+export default class {
+
+    /**
+     * @type {Metadata}
+     * @private
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * Get foreign field params.
+     *
+     * @param {string} entityType
+     * @param {string} field
+     * @return {Record|null}
+     */
+    get(entityType, field) {
+        /** @type {Record|null} */
+        const params = this.metadata.get(`entityDefs.${entityType}.fields.${field}`);
+
+        if (!params) {
+            return null;
+        }
+
+        const foreignField = params.field;
+        const link = params.link;
+
+        const foreignEntityType = this.metadata.get(`entityDefs.${entityType}.links.${link}.entity`);
+
+        if (!foreignEntityType) {
+            return null;
+        }
+
+        return this.metadata.get(`entityDefs.${foreignEntityType}.links.${foreignField}`);
+    }
+}

client/src/helpers/misc/foreign-field.js

@@ -0,0 +1,96 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+/** @module helpers/misc/foreign-field */
+
+export default class {
+
+    /**
+     * @private
+     * @type {string}
+     */
+    entityType
+
+    /**
+     * @param {module:views/fields/base} view A field view.
+     */
+    constructor(view) {
+        /**
+         * @private
+         * @type {module:views/fields/base}
+         */
+        this.view = view;
+
+        const metadata = view.getMetadata();
+        const model = view.model;
+        const field = view.params.field;
+        const link = view.params.link;
+
+        const entityType = metadata.get(['entityDefs', model.entityType, 'links', link, 'entity']) ||
+            model.entityType;
+
+        this.entityType = entityType;
+
+        const fieldDefs = metadata.get(['entityDefs', entityType, 'fields', field]) || {};
+        const type = fieldDefs.type;
+
+        const ignoreList = [
+            'default',
+            'audited',
+            'readOnly',
+            'required',
+        ];
+
+        /** @private */
+        this.foreignParams = {};
+
+        view.getFieldManager().getParamList(type).forEach(defs => {
+            const name = defs.name;
+
+            if (ignoreList.includes(name)) {
+                return;
+            }
+
+            this.foreignParams[name] = fieldDefs[name] || null;
+        });
+    }
+
+    /**
+     * @return {Object.<string, *>}
+     */
+    getForeignParams() {
+        return Espo.Utils.cloneDeep(this.foreignParams);
+    }
+
+    /**
+     * @return {string}
+     */
+    getEntityType() {
+        return this.entityType;
+    }
+}

client/src/helpers/misc/list-select-attributes.js

@@ -0,0 +1,142 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+/** @module helpers/misc/stored-text-search */
+
+export default class {
+    /**
+     * @param {module:storage} storage
+     * @param {string} scope
+     * @param {Number} [maxCount]
+     */
+    constructor(scope, storage, maxCount) {
+        this.scope = scope;
+        this.storage = storage;
+        this.key = 'textSearches';
+        this.maxCount = maxCount || 100;
+        /** @type {string[]|null} */
+        this.list = null;
+    }
+
+    /**
+     * Match.
+     *
+     * @param {string} text
+     * @param {Number} [limit]
+     * @return {string[]}
+     */
+    match(text, limit) {
+        text = text.toLowerCase().trim();
+
+        const list = this.get();
+        const matchedList = [];
+
+        for (const item of list) {
+            if (item.toLowerCase().startsWith(text)) {
+                matchedList.push(item);
+            }
+
+            if (limit !== undefined && matchedList.length === limit) {
+                break;
+            }
+        }
+
+        return matchedList;
+    }
+
+    /**
+     * Get stored text filters.
+     *
+     * @private
+     * @return {string[]}
+     */
+    get() {
+        if (this.list === null) {
+            this.list = this.getFromStorage();
+        }
+
+        return this.list;
+    }
+
+    /**
+     * @private
+     * @return {string[]}
+     */
+    getFromStorage() {
+        /** @var {string[]} */
+        return this.storage.get(this.key, this.scope) || [];
+    }
+
+    /**
+     * Store a text filter.
+     *
+     * @param {string} text
+     */
+    store(text) {
+        text = text.trim();
+
+        let list = this.getFromStorage();
+
+        const index = list.indexOf(text);
+
+        if (index !== -1) {
+            list.splice(index, 1);
+        }
+
+        list.unshift(text);
+
+        if (list.length > this.maxCount) {
+            list = list.slice(0, this.maxCount);
+        }
+
+        this.list = list;
+        this.storage.set(this.key, this.scope, list);
+    }
+
+    /**
+     * Remove a text filter.
+     *
+     * @param {string} text
+     */
+    remove(text) {
+        text = text.trim();
+
+        const list = this.getFromStorage();
+
+        const index = list.indexOf(text);
+
+        if (index === -1) {
+            return;
+        }
+
+        list.splice(index, 1);
+
+        this.list = list;
+        this.storage.set(this.key, this.scope, list);
+    }
+}

client/src/helpers/misc/mailto.js

@@ -0,0 +1,159 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Settings from 'models/settings';
+import Preferences from 'models/preferences';
+import AclManager from 'acl-manager';
+
+class MailtoHelper {
+
+    /**
+     * @type {Settings}
+     */
+    @inject(Settings)
+    config
+
+    /**
+     * @type {Preferences}
+     */
+    @inject(Preferences)
+    preferences
+
+    /**
+     * @type {AclManager}
+     */
+    @inject(AclManager)
+    acl
+
+    /**
+     * Whether mailto should be used.
+     *
+     * @return {boolean}
+     */
+    toUse() {
+        return this.config.get('emailForceUseExternalClient') ||
+            this.preferences.get('emailUseExternalClient') ||
+            !this.acl.checkScope('Email', 'create');
+    }
+
+    /**
+     * Compose a mailto link.
+     *
+     * @param {Record} attributes
+     * @return {string}
+     */
+    composeLink(attributes) {
+        let link = 'mailto:';
+
+        link += (attributes.to || '').split(';').join(',');
+
+        const params = {};
+
+        if (attributes.cc) {
+            params.cc = attributes.cc.split(';').join(',');
+        }
+
+        let bcc = this.config.get('outboundEmailBccAddress');
+
+        if (attributes.bcc) {
+            if (!bcc) {
+                bcc = '';
+            } else {
+                bcc += ';';
+            }
+
+            bcc += attributes.bcc;
+        }
+
+        if (bcc) {
+            params.bcc = bcc.split(';').join(',');
+        }
+
+        if (attributes.name) {
+            params.subject = attributes.name;
+        }
+
+        if (attributes.body) {
+            params.body = /** @type {string} */attributes.body;
+
+            if (attributes.isHtml) {
+                params.body = this.htmlToPlain(params.body);
+            }
+
+            if (params.body.length > 700) {
+                params.body = params.body.substring(0, 700) + '...';
+            }
+        }
+
+        if (attributes.inReplyTo) {
+            params['In-Reply-To'] = attributes.inReplyTo;
+        }
+
+        let part = '';
+
+        for (const key in params) {
+            if (part !== '') {
+                part += '&';
+            }
+            else {
+                part += '?';
+            }
+
+            part += key + '=' + encodeURIComponent(params[key]);
+        }
+
+        link += part;
+
+        return link;
+    }
+
+    /**
+     * @private
+     * @param {string} text
+     * @returns {string}
+     */
+    htmlToPlain(text) {
+        text = text || '';
+
+        let value = text.replace(/<br\s*\/?>/mg, '\n');
+
+        value = value.replace(/<\/p\s*\/?>/mg, '\n\n');
+
+        const $div = $('<div>').html(value);
+
+        $div.find('style').remove();
+        $div.find('link[ref="stylesheet"]').remove();
+
+        value =  $div.text();
+
+        return value;
+    }
+}
+
+export default MailtoHelper;

client/src/helpers/misc/o-auth-client-secret.ts

@@ -0,0 +1,34 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+const values: Record<string, string> = {};
+
+/**
+ * @internal
+ */
+export {values as CreatedSecrets};

client/src/helpers/misc/pipelines.js

@@ -0,0 +1,76 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import AppParams from 'app-params';
+import Metadata from 'metadata';
+
+/**
+ * @since 10.0.0
+ */
+export default class PipelinesHelper {
+
+    /**
+     * @private
+     * @type {AppParams}
+     */
+    @inject(AppParams)
+    appParams
+
+    /**
+     * @private
+     * @type {Metadata}
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @param {string} entityType
+     * @return {{
+     *     id: string,
+     *     name: string,
+     *     stages: {
+     *         id: string,
+     *         name: string,
+     *         style: string|null,
+     *     }[],
+     *     color: number|null,
+     * }[]}
+     */
+    get(entityType) {
+        return (this.appParams.get('pipelines') ?? {})[entityType] ?? [];
+    }
+
+    /**
+     * @param {string} entityType
+     * @return {boolean}
+     */
+    isEnabled(entityType) {
+        return this.metadata.get(`scopes.${entityType}.pipelines`) === true;
+    }
+}

client/src/helpers/misc/reactions.js

@@ -0,0 +1,93 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject, register} from 'di';
+import Settings from 'models/settings';
+import Metadata from 'metadata';
+
+@register()
+class ReactionsHelper {
+
+    /**
+     * @type Settings
+     */
+    @inject(Settings)
+    config
+
+    /**
+     * @type Metadata
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @private
+     * @type {{
+     *     type: string,
+     *     iconClass: string,
+     * }[]}
+     */
+    list
+
+    /**
+     * @return {{
+     *     type: string,
+     *     iconClass: string,
+     * }[]}
+     */
+    getDefinitionList() {
+        if (!this.list) {
+            this.list = this.metadata.get('app.reactions.list') || [];
+        }
+
+        return this.list;
+    }
+
+    /**
+     * @return {string[]}
+     */
+    getAvailableReactions() {
+        return this.config.get('availableReactions') || []
+    }
+
+    /**
+     * @param {string|null} type
+     * @return {string|null}
+     */
+    getIconClass(type) {
+        const item = this.getDefinitionList().find(it => it.type === type);
+
+        if (!item) {
+            return null;
+        }
+
+        return item.iconClass;
+    }
+}
+
+export default ReactionsHelper;

client/src/helpers/misc/stored-text-search.js

@@ -0,0 +1,142 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+/** @module helpers/misc/stored-text-search */
+
+export default class {
+    /**
+     * @param {module:storage} storage
+     * @param {string} scope
+     * @param {Number} [maxCount]
+     */
+    constructor(scope, storage, maxCount) {
+        this.scope = scope;
+        this.storage = storage;
+        this.key = 'textSearches';
+        this.maxCount = maxCount || 100;
+        /** @type {string[]|null} */
+        this.list = null;
+    }
+
+    /**
+     * Match.
+     *
+     * @param {string} text
+     * @param {Number} [limit]
+     * @return {string[]}
+     */
+    match(text, limit) {
+        text = text.toLowerCase().trim();
+
+        const list = this.get();
+        const matchedList = [];
+
+        for (const item of list) {
+            if (item.toLowerCase().startsWith(text)) {
+                matchedList.push(item);
+            }
+
+            if (limit !== undefined && matchedList.length === limit) {
+                break;
+            }
+        }
+
+        return matchedList;
+    }
+
+    /**
+     * Get stored text filters.
+     *
+     * @private
+     * @return {string[]}
+     */
+    get() {
+        if (this.list === null) {
+            this.list = this.getFromStorage();
+        }
+
+        return this.list;
+    }
+
+    /**
+     * @private
+     * @return {string[]}
+     */
+    getFromStorage() {
+        /** @var {string[]} */
+        return this.storage.get(this.key, this.scope) || [];
+    }
+
+    /**
+     * Store a text filter.
+     *
+     * @param {string} text
+     */
+    store(text) {
+        text = text.trim();
+
+        let list = this.getFromStorage();
+
+        const index = list.indexOf(text);
+
+        if (index !== -1) {
+            list.splice(index, 1);
+        }
+
+        list.unshift(text);
+
+        if (list.length > this.maxCount) {
+            list = list.slice(0, this.maxCount);
+        }
+
+        this.list = list;
+        this.storage.set(this.key, this.scope, list);
+    }
+
+    /**
+     * Remove a text filter.
+     *
+     * @param {string} text
+     */
+    remove(text) {
+        text = text.trim();
+
+        const list = this.getFromStorage();
+
+        const index = list.indexOf(text);
+
+        if (index === -1) {
+            return;
+        }
+
+        list.splice(index, 1);
+
+        this.list = list;
+        this.storage.set(this.key, this.scope, list);
+    }
+}

client/src/helpers/misc/summernote-custom.js

@@ -0,0 +1,999 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import $ from 'jquery';
+import EditTableModalView from 'views/wysiwyg/modals/edit-table';
+import EditCellModalView from 'views/wysiwyg/modals/edit-cell';
+
+/**
+ * @type {{
+ *     edit: import('ace-builds').edit,
+ *     require: import('ace-builds').require,
+ * }}
+ */
+let ace;
+
+function init(langSets) {
+    $.extend($.summernote.options, {
+        espoImage: {
+            icon: '<i class="note-icon-picture"/>',
+            tooltip: langSets.image.image,
+        },
+        espoLink: {
+            icon: '<i class="note-icon-link"/>',
+            tooltip: langSets.link.link,
+        },
+        espoTable: {
+            icon: '<i class="note-icon-table"/>',
+            tooltip: langSets.table.table,
+        },
+        popover: {
+            table: [
+                ['custom', ['tableParams', 'cellParams']],
+                ['add', ['addRowDown', 'addRowUp', 'addColLeft', 'addColRight']],
+                ['delete', ['deleteRow', 'deleteCol', 'deleteTable']],
+            ],
+        },
+    });
+
+    $.extend($.summernote.plugins, {
+        'cellParams': function (/** Record */context) {
+            const ui = $.summernote.ui;
+
+            const options = context.options;
+            const view = /** @type {import('view').default} */options.espoView;
+
+            if (!view) {
+                return;
+            }
+
+            context.memo('button.cellParams', () => {
+                return ui.button({
+                    className: '',
+                    contents: '<i class="far fa-square fa-sm"/>',
+                    tooltip: view.translate('cell', 'wysiwygLabels'),
+                    click: () => {
+                        context.invoke('cellParams.show');
+                    },
+                }).render();
+            });
+
+            this.show = function () {
+                const range = context.invoke('editor.getLastRange');
+                const $td = $(range.ec).closest('td,th');
+                const td = /** @type {HTMLTableCellElement} */$td[0];
+
+                const width = td.style.width;
+                const height = td.style.height;
+                const backgroundColor = td.style.backgroundColor;
+                const verticalAlign = td.style.verticalAlign;
+
+                const params = {
+                    width,
+                    height,
+                    backgroundColor,
+                    verticalAlign,
+                };
+
+                //const prevParams = params;
+
+                const modalView = new EditCellModalView({
+                    params,
+                    headerText: view.translate('cell', 'wysiwygLabels'),
+                    onApply: params => applyParams(params),
+                });
+
+                view.assignView('dialog', modalView)
+                    .then(() => {
+                        modalView.render();
+                    });
+
+                /**
+                 * @param {{
+                 *     width: string|null,
+                 *     height: string|null,
+                 *     backgroundColor: string|null,
+                 *     verticalAlign: string|null,
+                 * }} params
+                 */
+                const applyParams = params => {
+                    let backgroundColor = td.style.backgroundColor;
+
+                    if (backgroundColor === 'transparent') {
+                        backgroundColor = null;
+                    }
+
+                    td.style.backgroundColor = params.backgroundColor;
+                    td.style.width = params.width;
+                    td.style.height = params.height;
+                    td.style.verticalAlign = params.verticalAlign;
+                };
+            };
+
+            this.destroy = function () {
+                if (view) {
+                    view.clearView('dialog');
+                }
+            };
+        },
+        'tableParams': function (/** Record */context) {
+            const ui = $.summernote.ui;
+
+            const options = context.options;
+            const view = /** @type {import('view').default} */options.espoView;
+
+            if (!view) {
+                // Prevents an issue with a collapsed modal.
+                // @todo Revise.
+                return;
+            }
+
+            context.memo('button.tableParams', () => {
+                return ui.button({
+                    className: '',
+                    contents: '<i class="note-icon-table"/>',
+                    tooltip: langSets.table.table,
+                    click: () => {
+                        context.invoke('tableParams.show');
+                    },
+                }).render();
+            });
+
+            this.show = function () {
+                const range = context.invoke('editor.getLastRange');
+                const $table = $(range.ec).closest('table');
+                const table = /** @type {HTMLTableElement} */$table[0];
+
+                let borderWidth = table.style.borderWidth;
+
+                if (borderWidth !== null) { // @todo
+                    for (const /** HTMLTableCellElement */cell of table.querySelectorAll('td, th')) {
+                        if (cell.style.borderWidth !== borderWidth) {
+                            borderWidth = null;
+
+                            break;
+                        }
+                    }
+                }
+
+                let backgroundColor = table.style.backgroundColor;
+
+                if (backgroundColor === 'transparent') {
+                    backgroundColor = null;
+                }
+
+                let borderColor = table.style.borderColor;
+
+                if (borderColor !== null) { // @todo
+                    for (const /** HTMLTableCellElement */cell of table.querySelectorAll('td, th')) {
+                        if (cell.style.borderColor !== borderColor) {
+                            borderColor = null;
+
+                            break;
+                        }
+                    }
+                }
+
+                let cellPadding = null;
+
+                for (const /** HTMLTableCellElement */cell of table.querySelectorAll('td, th')) {
+                    if (cellPadding !== null && cell.style.padding !== cellPadding) {
+                        cellPadding = null;
+
+                        break;
+                    }
+
+                    cellPadding = cell.style.padding;
+                }
+
+                let align = null;
+
+                if (table.style.marginLeft === 'auto' && table.style.marginRight === '0px') {
+                    align = 'right';
+                } else if (table.style.marginLeft === 'auto' && table.style.marginRight === 'auto') {
+                    align = 'center';
+                } else if (table.style.marginLeft === '0px' && table.style.marginRight === 'auto') {
+                    align = 'left';
+                }
+
+                const width = table.style.width;
+                const height = table.style.height;
+
+                const params = {
+                    align,
+                    width,
+                    height,
+                    borderWidth,
+                    borderColor,
+                    cellPadding,
+                    backgroundColor,
+                };
+
+                const prevParams = params;
+
+                const modalView = new EditTableModalView({
+                    params,
+                    headerText: langSets.table.table,
+                    onApply: params => applyParams(params),
+                });
+
+                view.assignView('dialog', modalView)
+                    .then(() => {
+                        modalView.render();
+                    });
+
+                /**
+                 * @param {{
+                 *     align: string|null,
+                 *     width: string|null,
+                 *     height: string|null,
+                 *     borderWidth: string|null,
+                 *     borderColor: string|null,
+                 *     cellPadding: string|null,
+                 *     backgroundColor: string|null,
+                 * }} params
+                 */
+                const applyParams = params => {
+                    if (params.align === 'left') {
+                        table.style.marginLeft = '0';
+                        table.style.marginRight = 'auto';
+                    } else if (params.align === 'right') {
+                        table.style.marginLeft = 'auto';
+                        table.style.marginRight = '0';
+                    } else if (params.align === 'center') {
+                        table.style.marginLeft = 'auto';
+                        table.style.marginRight = 'auto';
+                    } else if (params.align === null && prevParams.align !== null) {
+                        table.style.marginLeft = null;
+                        table.style.marginRight = null;
+                    }
+
+                    table.style.backgroundColor = params.backgroundColor;
+                    table.style.width = params.width;
+                    table.style.height = params.height;
+
+                    if (params.borderWidth !== null || prevParams.borderWidth !== null) {
+                        table.style.borderWidth = params.borderWidth;
+                        table.style.borderStyle = params.borderWidth !== null ? 'solid' : null;
+
+                        for (const /** HTMLTableCellElement */cell of table.querySelectorAll('td, th')) {
+                            cell.style.borderWidth = params.borderWidth;
+                            cell.style.borderStyle = params.borderWidth !== null ? 'solid' : null;
+                        }
+                    }
+
+                    if (params.borderColor !== null || prevParams.borderColor !== null) {
+                        table.style.borderColor = params.borderColor;
+
+                        for (const /** HTMLTableCellElement */cell of table.querySelectorAll('td, th')) {
+                            cell.style.borderColor = params.borderColor;
+                        }
+                    }
+
+                    if (params.cellPadding !== null || prevParams.padding !== null) {
+                        for (const /** HTMLTableCellElement */cell of table.querySelectorAll('td, th')) {
+                            cell.style.padding = params.cellPadding;
+                        }
+                    }
+                };
+            };
+
+            this.destroy = function () {
+                if (view) {
+                    view.clearView('dialog');
+                }
+            };
+        },
+
+        'aceCodeview': function (/** Record */context) {
+            const ui = $.summernote.ui;
+            const options = context.options;
+
+            const lang = options.langInfo;
+            /** @type {JQuery} */
+            const $editor = context.layoutInfo.editor;
+            /** @type {JQuery} */
+            const $editable = context.layoutInfo.editable;
+
+            const view = /** @type {import('view').default} */options.espoView;
+
+            if (!view) {
+                return;
+            }
+
+            // noinspection SpellCheckingInspection
+            let $codable;
+            /** @type {import('ace-builds').Ace.Editor} */
+            let aceEditor;
+            let isActivated = false;
+            let isReplaced = false;
+            let isBeingActivated = false;
+            const EMPTY = '<p>&nbsp;</p>';
+
+            context.destroyAceCodeview = function () {
+                if (isActivated) {
+                    deactivate();
+                }
+            };
+
+            context.code = function (html) {
+                if (html === undefined) {
+                    let value;
+
+                    if (isActivated) {
+                        value = prepareValue(aceEditor.getValue()) || EMPTY
+
+                        $editable.html(value);
+                    }
+
+                    return isActivated ? value : $editable.html();
+                }
+
+                if (isActivated) {
+                    aceEditor.setValue(html);
+                }
+
+                $editable.html(html);
+
+                this.$note.val(html);
+                context.triggerEvent('change', html, $editable);
+            };
+
+            const id = 'editor-' + Math.random().toString(36).substring(2, 17);
+
+            const prepareValue = (input) => {
+                return input;
+            };
+
+            const prepareHtml = (/** string */input) => {
+                return prepareValue(input);
+            };
+
+            const toggle = () => {
+                isActivated ?
+                    deactivate() :
+                    activate();
+
+                context.triggerEvent('codeview.toggled');
+            };
+
+            const deactivate = () => {
+                if (!isActivated) {
+                    return;
+                }
+
+                $codable.addClass('hidden');
+
+                let value = prepareValue(aceEditor.getValue()) || EMPTY;
+                value = context.invoke('codeview.purify', value);
+
+                const isChange = $editable.html() !== value;
+
+                $editable.html(value);
+
+                $editor.removeClass('codeview');
+
+                if (isChange) {
+                    context.triggerEvent('change', $editable.html(), $editable);
+                }
+
+                $editable.focus();
+                context.invoke('toolbar.updateCodeview', false);
+                context.invoke('airPopover.updateCodeview', false);
+
+                if (aceEditor) {
+                    aceEditor.destroy();
+                    aceEditor = null;
+                }
+
+                context.aceEditor = undefined;
+
+                isActivated = false;
+            };
+
+            const activate = () => {
+                if (isBeingActivated) {
+                    return;
+                }
+
+                isBeingActivated = true;
+
+                context.invoke('toolbar.updateCodeview', true);
+                context.invoke('airPopover.updateCodeview', true);
+                $editor.addClass('codeview');
+
+                if (!isReplaced) {
+                    $codable = $('<div>')
+                        .attr('id', id)
+                        .css('minHeight', 40 + 'px');
+                    $(context.layoutInfo.codable).replaceWith($codable);
+
+                    context.$aceCodable = $codable;
+
+                    isReplaced = true;
+                }
+
+                $codable.removeClass('hidden');
+
+                if ($editor.hasClass('fullscreen')) {
+                    $codable.css('height', $editable.css('height'));
+                }
+
+                requireAce().then(() => {
+                    const html = prepareHtml($editable.html());
+
+                    aceEditor = ace.edit(id);
+
+                    aceEditor.setValue(html);
+
+                    aceEditor.setOptions({
+                        maxLines: !$editor.hasClass('fullscreen') ? 100000: null,
+                        enableLiveAutocompletion: true,
+                        tabSize: 2,
+                        useSoftTabs: true,
+                    });
+
+                    aceEditor.setOptions({fontFamily: 'var(--font-family-monospace)'});
+                    aceEditor.setFontSize('var(--font-size-small)');
+                    aceEditor.container.style.lineHeight = 'var(--line-height-small)';
+                    aceEditor.renderer.updateFontSize();
+
+                    if (options.isDark) {
+                        aceEditor.setOptions({theme: 'ace/theme/tomorrow_night'});
+                    }
+
+                    aceEditor.getSession().setUseWrapMode(true);
+                    aceEditor.setShowPrintMargin(false);
+                    aceEditor.getSession().setUseWorker(false);
+                    aceEditor.commands.removeCommand('find');
+                    aceEditor.setHighlightActiveLine(false);
+                    aceEditor.focus();
+
+                    try {
+                        aceEditor.gotoLine(0, 0, false);
+                    }
+                    catch (e) {}
+
+                    aceEditor.on('blur', e => {
+                        context.triggerEvent('blur.codeview', aceEditor.getValue(), e);
+                    });
+                    aceEditor.on('change', () => {
+                        context.triggerEvent('change.codeview', aceEditor.getValue());
+                    });
+
+                    // noinspection JSValidateTypes
+                    context.aceEditor = aceEditor;
+
+                    const modeToRequired = options.handlebars ?
+                        'ace/mode/handlebars' :
+                        'ace/mode/html';
+
+                    if (options.handlebars) {
+                        aceEditor.completers ??= [];
+
+                        aceEditor.completers.push({
+                            getCompletions(editor, session, pos, prefix, callback) {
+                                const before = session.getLine(pos.row).substring(0, pos.column);
+
+                                const lastOpen = before.lastIndexOf('<');
+                                const lastClose = before.lastIndexOf('>');
+
+                                const insideTag = lastOpen > lastClose;
+
+                                if (!insideTag) {
+                                    return callback(null, []);
+                                }
+
+                                callback(null, [
+                                    {
+                                        caption: 'x-if',
+                                        snippet: 'x-if="\{\{${1}\}\}"',
+                                        value: 'x-if',
+                                        meta: 'attribute'
+                                    },
+                                    {
+                                        caption: 'iterate',
+                                        snippet: 'iterate="\{\{${1}\}\}"',
+                                        value: 'iterate',
+                                        meta: 'attribute'
+                                    },
+                                ]);
+                            }
+                        });
+                    }
+
+                    const Mode = ace.require(modeToRequired).Mode;
+                    aceEditor.session.setMode(new Mode());
+
+                    isActivated = true;
+                    isBeingActivated = false;
+                });
+            };
+
+            context.memo('button.aceCodeview', () => {
+                return ui.button({
+                    className: 'btn-codeview note-codeview-keep',
+                    contents: '<i class="note-icon-code"/>',
+                    tooltip: lang.options.codeview,
+                    click: () => toggle(),
+                }).render();
+            });
+
+            /**
+             * @return Promise
+             */
+            const requireAce = function () {
+                return Espo.loader.requirePromise('lib!ace')
+                    .then(lib => {
+                        ace = /** window.ace */lib;
+
+                        const list = [
+                            Espo.loader.requirePromise('lib!ace-ext-language_tools'),
+                        ];
+
+                        list.push(
+                            options.handlebars ?
+                                Espo.loader.requirePromise('lib!ace-mode-handlebars') :
+                                Espo.loader.requirePromise('lib!ace-mode-html')
+                        );
+
+                        if (options.isDark) {
+                            list.push(Espo.loader.requirePromise('lib!ace-theme-tomorrow_night'));
+                        }
+
+                        return Promise.all(list);
+                    });
+            }
+        },
+
+        'espoTable': function (context) {
+            const ui = $.summernote.ui;
+            const options = context.options;
+            const self = options.espoView;
+            const lang = options.langInfo;
+
+            if (!self) {
+                return;
+            }
+
+            context.memo('button.espoTable', () => {
+                return ui.buttonGroup([
+                    ui.button({
+                        className: 'dropdown-toggle',
+                        contents: ui.dropdownButtonContents(ui.icon(options.icons.table), options),
+                        tooltip: options.espoTable.tooltip,
+                        data: {
+                            toggle: 'dropdown',
+                        },
+                    }),
+                    ui.dropdown({
+                        title: lang.table.table,
+                        className: 'note-table',
+                        items: [
+                            '<div class="note-dimension-picker">',
+                            '<div class="note-dimension-picker-mousecatcher" data-event="insertTable" data-value="1x1"></div>',
+                            '<div class="note-dimension-picker-highlighted"></div>',
+                            '<div class="note-dimension-picker-unhighlighted"></div>',
+                            '</div>',
+                            '<div class="note-dimension-display">1 x 1</div>',
+                        ].join(''),
+                    }),
+                ], {
+                    callback: ($node) => {
+                        const $catcher = $node.find('.note-dimension-picker-mousecatcher');
+
+                        const createTable = (colCount, rowCount, options) => {
+                            const tds = [];
+                            let tdHTML;
+
+                            for (let idxCol = 0; idxCol < colCount; idxCol++) {
+                                tds.push('<td>&nbsp;</td>');
+                            }
+
+                            tdHTML = tds.join('\n');
+                            const trs = [];
+                            let trHTML;
+
+                            for (let idxRow = 0; idxRow < rowCount; idxRow++) {
+                                trs.push('<tr>' + tdHTML + '</tr>');
+                            }
+
+                            trHTML = trs.join('\n');
+                            const $table = $('<table>\n' + trHTML + '</table>');
+
+                            /*if (options.tableBorderWidth !== undefined) {
+                                $table.attr('border', options.tableBorderWidth);
+                            }
+
+                            if (options.tableCellPadding !== undefined) {
+                                $table.attr('cellpadding', options.tableCellPadding);
+                            }*/
+
+                            $table.css({
+                                width: '100%',
+                                borderCollapse: 'collapse',
+                                //borderSpacing: 0,
+                            });
+
+                            if (options && options.tableClassName) {
+                                $table.addClass(options.tableClassName);
+                            }
+
+                            return $table[0];
+                        };
+
+                        $catcher
+                            .css({
+                                width: options.insertTableMaxSize.col + 'em',
+                                height: options.insertTableMaxSize.row + 'em',
+                            })
+                            .mousedown(() => {
+                                const $note = context.$note;
+                                const dims = $catcher.data('value').split('x');
+
+                                const range = $note.summernote('editor.getLastRange').deleteContents();
+
+                                createTable(dims[0], dims[1], options)
+
+                                range.insertNode(
+                                    createTable(dims[0], dims[1], options)
+                                );
+                            })
+                            .on('mousemove', event => {
+                                const PX_PER_EM = 18;
+                                const $picker = $(event.target.parentNode);
+
+                                const $dimensionDisplay = $picker.next();
+                                const $catcher = $picker.find('.note-dimension-picker-mousecatcher');
+                                const $highlighted = $picker.find('.note-dimension-picker-highlighted');
+                                const $unhighlighted = $picker.find('.note-dimension-picker-unhighlighted');
+                                let posOffset;
+
+                                if (event.offsetX === undefined) {
+                                    const posCatcher = $(event.target).offset();
+                                    posOffset = {
+                                        x: event.pageX - posCatcher.left,
+                                        y: event.pageY - posCatcher.top
+                                    };
+                                } else {
+                                    posOffset = {
+                                        x: event.offsetX,
+                                        y: event.offsetY
+                                    };
+                                }
+
+                                const dim = {
+                                    c: Math.ceil(posOffset.x / PX_PER_EM) || 1,
+                                    r: Math.ceil(posOffset.y / PX_PER_EM) || 1
+                                };
+                                $highlighted.css({
+                                    width: dim.c + 'em',
+                                    height: dim.r + 'em'
+                                });
+
+                                $catcher.data('value', dim.c + 'x' + dim.r);
+
+                                if (dim.c > 3 && dim.c < options.insertTableMaxSize.col) {
+                                    $unhighlighted.css({
+                                        width: dim.c + 1 + 'em'
+                                    });
+                                }
+
+                                if (dim.r > 3 && dim.r < options.insertTableMaxSize.row) {
+                                    $unhighlighted.css({
+                                        height: dim.r + 1 + 'em'
+                                    });
+                                }
+
+                                $dimensionDisplay.html(dim.c + ' x ' + dim.r);
+                            });
+                    },
+                }).render();
+            });
+        },
+        'espoImage': function (context) {
+            const ui = $.summernote.ui;
+            const options = context.options;
+            const self = options.espoView;
+            const lang = options.langInfo;
+
+            if (!self) {
+                return;
+            }
+
+            context.memo('button.espoImage', () => {
+                const button = ui.button({
+                    contents: options.espoImage.icon,
+                    tooltip: options.espoImage.tooltip,
+                    click() {
+                        context.invoke('espoImage.show');
+                    },
+                });
+
+                return button.render();
+            });
+
+            this.initialize = function () {};
+
+            this.destroy = function () {
+                if (!self) {
+                    return;
+                }
+
+                self.clearView('insertImageDialog');
+            };
+
+            this.show = function () {
+                self.createView('insertImageDialog', 'views/wysiwyg/modals/insert-image', {
+                    labels: {
+                        insert: lang.image.insert,
+                        url: lang.image.url,
+                        selectFromFiles: lang.image.selectFromFiles,
+                    },
+                }, view => {
+                    view.render();
+
+                    self.listenToOnce(view, 'upload', (target) => {
+                        self.$summernote.summernote('insertImagesOrCallback', target);
+                    });
+
+                    self.listenToOnce(view, 'insert', (target) => {
+                        self.$summernote.summernote('insertImage', target);
+                    });
+
+                    self.listenToOnce(view, 'close', () => {
+                        self.clearView('insertImageDialog');
+                        self.fixPopovers();
+                    });
+                });
+            };
+        },
+
+        // Not used?
+        'linkDialog': function (context) {
+            const options = context.options;
+            const self = options.espoView;
+            const lang = options.langInfo;
+
+            if (!self) {
+                return;
+            }
+
+            this.show = function () {
+                const linkInfo = context.invoke('editor.getLinkInfo');
+
+                self.createView('dialogInsertLink', 'views/wysiwyg/modals/insert-link', {
+                    labels: {
+                        insert: lang.link.insert,
+                        openInNewWindow: lang.link.openInNewWindow,
+                        url: lang.link.url,
+                        textToDisplay: lang.link.textToDisplay,
+                    },
+                    linkInfo: linkInfo,
+                }, view => {
+                    view.render();
+
+                    self.listenToOnce(view, 'insert', (data) => {
+                        self.$summernote.summernote('createLink', data);
+                    });
+
+                    self.listenToOnce(view, 'close', () => {
+                        self.clearView('dialogInsertLink');
+                        self.fixPopovers();
+                    });
+                });
+            };
+        },
+
+        'espoLink': function (context) {
+            const ui = $.summernote.ui;
+            const options = context.options;
+            const self = options.espoView;
+            const lang = options.langInfo;
+
+            if (!self) {
+                return;
+            }
+
+            const isMacLike = /(Mac|iPhone|iPod|iPad)/i.test(navigator.platform);
+
+            context.memo('button.espoLink', function () {
+                const button = ui.button({
+                    contents: options.espoLink.icon,
+                    tooltip: options.espoLink.tooltip + ' (' + (isMacLike ? 'CMD+K': 'CTRL+K') +')',
+                    click() {
+                        context.invoke('espoLink.show');
+                    },
+                });
+
+                return button.render();
+            });
+
+            this.initialize = function () {
+                this.$modalBody = self.$el.closest('.modal-body');
+
+                this.isInModal = this.$modalBody.length > 0;
+            };
+
+            this.destroy = function () {
+                if (!self) {
+                    return;
+                }
+
+                self.clearView('dialogInsertLink');
+            };
+
+            this.show = function () {
+                const linkInfo = context.invoke('editor.getLinkInfo');
+
+                const container = this.isInModal ? this.$modalBody.get(0) : window;
+
+                self.createView('dialogInsertLink', 'views/wysiwyg/modals/insert-link', {
+                    labels: {
+                        insert: lang.link.insert,
+                        openInNewWindow: lang.link.openInNewWindow,
+                        url: lang.link.url,
+                        textToDisplay: lang.link.textToDisplay,
+                    },
+                    linkInfo: linkInfo,
+                }, (view) => {
+                    view.render();
+
+                    self.listenToOnce(view, 'insert', (data) => {
+                        const scrollY = ('scrollY' in container) ?
+                            container.scrollY :
+                            container.scrollTop;
+
+                        self.$summernote.summernote('createLink', data);
+
+                        setTimeout(() => container.scroll(0, scrollY), 20);
+                    });
+
+                    self.listenToOnce(view, 'close', () => {
+                        self.clearView('dialogInsertLink');
+                        self.fixPopovers();
+                    });
+                });
+            };
+        },
+
+        'fullscreen': function (context) {
+            const options = context.options;
+            const self = options.espoView;
+
+            if (!self) {
+                return;
+            }
+
+            this.$window = $(window);
+            this.$scrollbar = $('html, body');
+
+            this.initialize = function () {
+                this.$editor = context.layoutInfo.editor;
+                this.$toolbar = context.layoutInfo.toolbar;
+                this.$editable = context.layoutInfo.editable;
+
+                this.$modal = self.$el.closest('.modal');
+                this.isInModal = this.$modal.length > 0;
+            };
+
+            this.resizeTo = function (size) {
+                this.$editable.css('height', size.h);
+
+                if (context.$aceCodable) {
+                    context.$aceCodable.css('height', size.h);
+                }
+            };
+
+            this.onResize = function () {
+                this.resizeTo({
+                    h: this.$window.height() - this.$toolbar.outerHeight(),
+                });
+            };
+
+            this.isFullscreen = function () {
+                return this.$editor.hasClass('fullscreen');
+            };
+
+            this.destroy = function () {
+                this.$window.off('resize.summernote' + self.cid);
+
+                if (this.isInModal) {
+                    this.$modal.css('overflow-y', '');
+                }
+                else {
+                    this.$scrollbar.css('overflow', '');
+                }
+            };
+
+            let maxLines;
+
+            this.toggle = function () {
+                this.$editor.toggleClass('fullscreen');
+
+                const aceEditor = /** @type {import('ace-builds').Ace.Editor} */context.aceEditor;
+
+                if (this.isFullscreen()) {
+                    this.$editable.data('orgHeight', this.$editable.css('height'));
+                    this.$editable.data('orgMaxHeight', this.$editable.css('maxHeight'));
+                    this.$editable.css('maxHeight', '');
+
+                    this.$window
+                        .on('resize.summernote' + self.cid, this.onResize.bind(this))
+                        .trigger('resize');
+
+                    if (this.isInModal) {
+                        this.$modal.css('overflow-y', 'hidden');
+                    }
+                    else {
+                        this.$scrollbar.css('overflow', 'hidden');
+                    }
+
+                    // noinspection JSUnusedGlobalSymbols
+                    this._isFullscreen = true;
+
+                    if (aceEditor) {
+                        maxLines = aceEditor.getOption('maxLines');
+
+                        aceEditor.setOptions({maxLines: null});
+                        aceEditor.resize();
+                    }
+                }
+                else {
+                    this.$window.off('resize.summernote'  + self.cid);
+                    this.resizeTo({h: this.$editable.data('orgHeight')});
+
+                    if (context.$aceCodable) {
+                        context.$aceCodable.css('height', '');
+                    }
+
+                    this.$editable.css('maxHeight', this.$editable.css('orgMaxHeight'));
+                    this.$editable.css('height', '');
+
+                    if (this.isInModal) {
+                        this.$modal.css('overflow-y', '');
+                    } else {
+                        this.$scrollbar.css('overflow', '');
+                    }
+
+                    // noinspection JSUnusedGlobalSymbols
+                    this._isFullscreen = false;
+
+                    if (aceEditor) {
+                        aceEditor.setOptions({maxLines: 100000});
+                        aceEditor.resize();
+                    }
+                }
+
+                context.invoke('toolbar.updateFullscreen', this.isFullscreen());
+            };
+        },
+    });
+}
+
+export {init};

client/src/helpers/model/default-value-provider.js

@@ -0,0 +1,84 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import DateTime from 'date-time';
+import {inject} from 'di';
+
+const nowExpression = /return this\.dateTime\.getNow\(([0-9]+)\);/;
+const shiftTodayExpression = /return this\.dateTime\.getDateShiftedFromToday\(([0-9]+), '([a-z]+)'\);/;
+const shiftNowExpression = /return this\.dateTime\.getDateTimeShiftedFromNow\(([0-9]+), '([a-z]+)', ([0-9]+)\);/;
+
+export default class DefaultValueProvider {
+
+    /**
+     * @type {DateTime}
+     */
+    @inject(DateTime)
+    dateTime
+
+    /**
+     * Get a value.
+     *
+     * @param {string} key
+     * @return {*}
+     */
+    get(key) {
+        if (key === "return this.dateTime.getToday();") {
+            return this.dateTime.getToday();
+        }
+
+        const matchNow = key.match(nowExpression);
+
+        if (matchNow) {
+            const multiplicity = parseInt(matchNow[1]);
+
+            return this.dateTime.getNow(multiplicity);
+        }
+
+        const matchTodayShift = key.match(shiftTodayExpression);
+
+        if (matchTodayShift) {
+            const shift = parseInt(matchTodayShift[1]);
+            const unit = matchTodayShift[2];
+
+            return this.dateTime.getDateShiftedFromToday(shift, unit);
+        }
+
+        const matchNowShift = key.match(shiftNowExpression);
+
+        if (matchNowShift) {
+            const shift = parseInt(matchNowShift[1]);
+            const unit = matchNowShift[2];
+            const multiplicity = parseInt(matchNowShift[3]);
+
+            return this.dateTime.getDateTimeShiftedFromNow(shift, unit, multiplicity);
+        }
+
+        return undefined;
+    }
+}

client/src/helpers/model/defaults-populator.js

@@ -0,0 +1,361 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+import ViewHelper from 'view-helper';
+import Settings from 'models/settings';
+import User from 'models/user';
+import AclManager from 'acl-manager';
+import Preferences from 'models/preferences';
+import PipelinesHelper from 'helpers/misc/pipelines';
+
+/**
+ * Defaults populator.
+ */
+class DefaultsPopulator {
+
+    /**
+     * @private
+     * @type {Metadata}
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @private
+     * @type {ViewHelper}
+     */
+    @inject(ViewHelper)
+    viewHelper
+
+    /**
+     * @private
+     * @type {Settings}
+     */
+    @inject(Settings)
+    config
+
+    /**
+     * @private
+     * @type {User}
+     */
+    @inject(User)
+    user
+
+    /**
+     * @private
+     * @type {Preferences}
+     */
+    @inject(Preferences)
+    preferences
+
+    /**
+     * @private
+     * @type {AclManager}
+     */
+    @inject(AclManager)
+    acl
+
+    /**
+     * Populate default values.
+     *
+     * @param {module:model} model A model.
+     * @return {Promise}
+     */
+    populate(model) {
+        model.populateDefaults();
+
+        const defaultHash = {};
+
+        if (!this.user.isPortal()) {
+            this.prepare(model, defaultHash);
+        }
+
+        if (this.user.isPortal()) {
+            this.prepareForPortal(model, defaultHash);
+        }
+
+        this.prepareFields(model, defaultHash);
+
+        for (const attr in defaultHash) {
+            if (model.has(attr)) {
+                delete defaultHash[attr];
+            }
+        }
+
+        model.set(defaultHash, {silent: true});
+
+        const preparatorClass = this.metadata.get(`clientDefs.${model.entityType}.modelDefaultsPreparator`);
+
+        if (!preparatorClass) {
+            return Promise.resolve();
+        }
+
+        return Espo.loader.requirePromise(preparatorClass)
+            .then(Class => {
+                /** @type {import('handlers/model/defaults-preparator').default} */
+                const preparator = new Class(this.viewHelper);
+
+                return preparator.prepare(model)
+            })
+            .then(attributes => {
+                model.set(attributes, {silent: true});
+            });
+    }
+
+    /**
+     * @param {module:model} model
+     * @param {Object.<string, *>} defaultHash
+     * @private
+     */
+    prepare(model, defaultHash) {
+        const hasAssignedUsers = model.hasField('assignedUsers') &&
+            model.getLinkParam('assignedUsers', 'entity') === 'User';
+
+        if (model.hasField('assignedUser') || hasAssignedUsers) {
+            let assignedUserField = 'assignedUser';
+
+            if (hasAssignedUsers) {
+                assignedUserField = 'assignedUsers';
+            }
+
+            if (this.toFillAssignedUser(model, assignedUserField)) {
+                if (hasAssignedUsers) {
+                    defaultHash['assignedUsersIds'] = [this.user.id];
+                    defaultHash['assignedUsersNames'] = {};
+                    defaultHash['assignedUsersNames'][this.user.id] = this.user.get('name');
+                }
+                else {
+                    defaultHash['assignedUserId'] = this.user.id;
+                    defaultHash['assignedUserName'] = this.user.get('name');
+                }
+            }
+        }
+
+        const defaultTeamId = this.user.get('defaultTeamId');
+
+        if (defaultTeamId) {
+            if (
+                model.hasField('teams') &&
+                !model.getFieldParam('teams', 'default') &&
+                Espo.Utils.lowerCaseFirst(model.getLinkParam('teams', 'relationName') || '') === 'entityTeam'
+            ) {
+                defaultHash['teamsIds'] = [defaultTeamId];
+                defaultHash['teamsNames'] = {};
+                defaultHash['teamsNames'][defaultTeamId] = this.user.get('defaultTeamName');
+            }
+        }
+
+        const hasCollaborators = model.hasField('collaborators') &&
+            model.getLinkParam('collaborators', 'entity') === 'User' &&
+            this.metadata.get(`scopes.${model.entityType}.collaborators`);
+
+        if (hasCollaborators) {
+            defaultHash.collaboratorsIds = [this.user.id];
+            defaultHash.collaboratorsNames = {[this.user.id]: this.user.attributes.name};
+        }
+
+        if (this.metadata.get(`scopes.${model.entityType}.pipelines`)) {
+            const firstPipeline = new PipelinesHelper().get(model.entityType)[0] ?? null;
+
+            if (firstPipeline) {
+                defaultHash.pipelineId = firstPipeline.id;
+                defaultHash.pipelineName = firstPipeline.name;
+
+                defaultHash.pipelineStageId = firstPipeline.stages[0]?.id ?? null;
+                defaultHash.pipelineStageName = firstPipeline.stages[0]?.name ?? null;
+            }
+        }
+    }
+
+    /**
+     *
+     * @param {import('model').default} model
+     * @param {string} assignedUserField
+     */
+    toFillAssignedUser(model, assignedUserField) {
+        if (!this.preferences.get('doNotFillAssignedUserIfNotRequired')) {
+            return true;
+        }
+
+        if (model.getFieldParam(assignedUserField, 'required')) {
+            return true;
+        }
+
+        if (this.acl.getPermissionLevel('assignmentPermission') === 'no') {
+            return true;
+        }
+
+        if (
+            this.acl.getPermissionLevel('assignmentPermission') === 'team' &&
+            !this.user.get('defaultTeamId')
+        ) {
+            return true;
+        }
+
+        if (this.acl.getLevel(model.entityType, 'read') === 'own') {
+            return true;
+        }
+
+        if (!this.acl.checkField(model.entityType, assignedUserField, 'edit')) {
+            return true;
+        }
+
+        return false;
+    }
+
+    /**
+     * @param {module:model} model
+     * @param {Object.<string, *>} defaultHash
+     * @private
+     */
+    prepareForPortal(model, defaultHash) {
+        const accountLink = this.metadata.get(`aclDefs.${model.entityType}.accountLink`);
+        const contactLink = this.metadata.get(`aclDefs.${model.entityType}.contactLink`);
+
+        if (
+            accountLink &&
+            model.hasField(accountLink) &&
+            ['belongsTo', 'hasOne'].includes(model.getLinkType(accountLink)) &&
+            model.getLinkParam(accountLink, 'entity') === 'Account'
+        ) {
+            if (this.user.attributes.accountId) {
+                defaultHash[accountLink + 'Id'] = this.user.attributes.accountId;
+                defaultHash[accountLink + 'Name'] = this.user.attributes.accuntName;
+            }
+        }
+
+        if (
+            contactLink &&
+            model.hasField(contactLink) &&
+            ['belongsTo', 'hasOne'].includes(model.getLinkType(contactLink))&&
+            model.getLinkParam(contactLink, 'entity') === 'Contact'
+        ) {
+            if (this.user.attributes.contactId) {
+                defaultHash[contactLink + 'Id'] = this.user.attributes.contactId;
+                defaultHash[contactLink + 'Name'] = this.user.attributes.contactName;
+            }
+        }
+
+        if (
+            accountLink &&
+            model.hasField(accountLink) &&
+            model.getLinkType(accountLink) === 'hasMany' &&
+            model.getLinkParam(accountLink, 'entity') === 'Account'
+        ) {
+            if (this.user.attributes.accountsIds) {
+                defaultHash['accountsIds'] = [...this.user.attributes.accountsIds];
+                defaultHash['accountsNames'] = {...this.user.attributes.accountsNames};
+            }
+        }
+
+        if (
+            contactLink &&
+            model.hasField(contactLink) &&
+            model.getLinkType(contactLink) === 'hasMany'&&
+            model.getLinkParam(contactLink, 'entity') === 'Contact'
+        ) {
+            if (this.user.attributes.contactId) {
+                defaultHash['contactsIds'] = [this.user.attributes.contactId];
+                defaultHash['contactsNames'] = {[this.user.attributes.contactId]: this.user.attributes.contactName};
+            }
+        }
+
+        if (
+            model.hasField('parent') &&
+            model.getLinkType('parent') === 'belongsToParent'
+        ) {
+            if (!this.config.get('b2cMode')) {
+                if (
+                    this.user.attributes.accountId &&
+                    (model.getFieldParam('parent', 'entityList') || []).includes('Account')
+                ) {
+                    defaultHash['parentId'] = this.user.attributes.accountId;
+                    defaultHash['parentName'] = this.user.attributes.accountName;
+                    defaultHash['parentType'] = 'Account';
+                }
+            } else {
+                if (
+                    this.user.attributes.contactId &&
+                    (model.getFieldParam('parent', 'entityList') || []).includes('Contact')
+                ) {
+                    defaultHash['parentId'] = this.user.attributes.contactId;
+                    defaultHash['parentName'] = this.user.attributes.contactName;
+                    defaultHash['parentType'] = 'Contact';
+                }
+            }
+        }
+    }
+
+    /**
+     * @param {module:model} model
+     * @param {Object.<string, *>} defaultHash
+     * @private
+     */
+    prepareFields(model, defaultHash) {
+        const set = (attribute, value) => {
+            if (
+                attribute in defaultHash ||
+                model.has(attribute)
+            ) {
+                return;
+            }
+
+            defaultHash[attribute] = value;
+        };
+
+        model.getFieldList().forEach(field => {
+            const type = model.getFieldType(field);
+
+            if (!type) {
+                return;
+            }
+
+            if (
+                model.getFieldParam(field, 'disabled') ||
+                model.getFieldParam(field, 'utility')
+            ) {
+                return;
+            }
+
+            if (type === 'enum') {
+                /** @type {string[]} */
+                const options = model.getFieldParam(field, 'options') || [];
+                let value = options[0] || '';
+                value = value !== '' ? value : null;
+
+                if (value) {
+                    set(field, value);
+                }
+            }
+        });
+    }
+}
+
+export default DefaultsPopulator;

client/src/helpers/record-modal.js

@@ -0,0 +1,364 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+import AclManager from 'acl-manager';
+import Router from 'router';
+import ModalBarProvider from 'helpers/site/modal-bar-provider';
+import EditModalView from 'views/modals/edit';
+import Language from 'language';
+
+/**
+ * A record-modal helper. Use to render the quick view and quick edit modals.
+ */
+class RecordModalHelper {
+
+    /**
+     * @private
+     * @type {Metadata}
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @private
+     * @type {AclManager}
+     */
+    @inject(AclManager)
+    acl
+
+    /**
+     * @private
+     * @type {Router}
+     */
+    @inject(Router)
+    router
+
+    /**
+     * @private
+     * @type {Language}
+     */
+    @inject(Language)
+    language
+
+    /**
+     * @private
+     * @type {ModalBarProvider}
+     */
+    @inject(ModalBarProvider)
+    modalBarProvider
+
+    /**
+     * Show the 'detail' modal.
+     *
+     * @param {import('view').default<any>} view
+     * @param {{
+     *   id: string,
+     *   entityType: string,
+     *   model?: import('model').default | null,
+     *   editDisabled?: boolean,
+     *   removeDisabled?: boolean,
+     *   fullFormDisabled?: boolean,
+     *   rootUrl?: string,
+     *   fullFormUrl?: string,
+     *   layoutName?: string,
+     *   beforeSave?: function(import('model').default, Record),
+     *   afterSave?: function(import('model').default, {bypassClose: boolean} & Record),
+     *   beforeDestroy?: function(import('model').default),
+     *   afterDestroy?: function(import('model').default),
+     *   beforeRender?: function(import('views/modals/detail').default),
+     *   onClose?: function(),
+     *   collapseDisabled?: boolean,
+     * }} params
+     * @return {Promise<import('views/modals/detail').default>}
+     */
+    async showDetail(view, params) {
+        const id = params.id;
+        // noinspection JSUnresolvedReference
+        const entityType = params.entityType || params.scope;
+        const model = params.model;
+
+        if (!id || !entityType) {
+            console.error("Bad data.");
+
+            return Promise.reject();
+        }
+
+        if (model && !this.acl.checkScope(model.entityType, 'read')) {
+            return Promise.reject();
+        }
+
+        const viewName = this.metadata.get(`clientDefs.${entityType}.modalViews.detail`) ||
+            'views/modals/detail';
+
+        Espo.Ui.notifyWait();
+
+        /** @type {module:views/modals/detail~options & module:views/modal~Options} */
+        const options = {
+            entityType: entityType,
+            model: model,
+            id: id,
+            quickEditDisabled: params.editDisabled,
+            rootUrl: params.rootUrl,
+            removeDisabled: params.removeDisabled,
+            layoutName: params.layoutName,
+            fullFormDisabled: params.fullFormDisabled,
+            fullFormUrl: params.fullFormUrl,
+            collapseDisabled: params.collapseDisabled,
+        };
+
+        Espo.Ui.notifyWait();
+
+        const modalView = /** @type {import('views/modals/detail').default} */
+            await view.createView('modal', viewName, options);
+
+        // @todo Revise.
+        view.listenToOnce(modalView, 'remove', () => view.clearView('modal'));
+
+        if (params.beforeSave) {
+            modalView.listenTo(modalView, 'before:save', (model, o) => {
+                params.beforeSave(model, o);
+            });
+        }
+
+        if (params.afterSave) {
+            modalView.listenTo(modalView, 'after:save', (model, /** Record */o) => {
+                params.afterSave(model, {...o});
+            });
+        }
+
+        if (params.beforeDestroy) {
+            modalView.listenToOnce(modalView, 'before:delete', model => params.beforeDestroy(model));
+        }
+
+        if (params.afterDestroy) {
+            modalView.listenToOnce(modalView, 'after:delete', model => params.afterDestroy(model));
+        }
+
+        if (params.beforeRender) {
+            params.beforeRender(modalView);
+        }
+
+        if (params.onClose) {
+            view.listenToOnce(modalView, 'close', () => params.onClose());
+        }
+
+        await modalView.render();
+
+        Espo.Ui.notify();
+
+        return modalView;
+    }
+
+    /**
+     * Show the 'edit' modal.
+     *
+     * @param {import('view').default} view
+     * @param {{
+     *   entityType: string,
+     *   id?: string,
+     *   model?: import('model').default | null,
+     *   rootUrl?: string,
+     *   fullFormDisabled?: boolean,
+     *   fullFormUrl?: string,
+     *   returnUrl?: string,
+     *   layoutName?: string,
+     *   beforeSave?: function(import('model').default, Record),
+     *   afterSave?: function(import('model').default, {bypassClose: boolean} & Record),
+     *   beforeRender?: function(import('views/modals/edit').default),
+     *   onClose?: function(),
+     *   returnDispatchParams?: {
+     *       controller: string,
+     *       action: string|null,
+     *       options: {isReturn?: boolean} & Record,
+     *   },
+     *   collapseDisabled?: boolean,
+     * }} params
+     * @return {Promise<import('views/modals/edit').default>}
+     * @since 9.1.0
+     */
+    async showEdit(view, params) {
+        const id = params.id;
+        const entityType = params.entityType;
+        const model = params.model;
+
+        if (this.modalBarProvider.get()) {
+            const barView = this.modalBarProvider.get();
+
+            const foundModalView = barView.getModalViewList().find(view => {
+                return view instanceof EditModalView &&
+                    view.id === id && view.entityType === entityType;
+            });
+
+            if (foundModalView) {
+                const message = this.language.translate('sameRecordIsAlreadyBeingEdited', 'messages');
+
+                Espo.Ui.warning(message);
+
+                throw new Error();
+            }
+        }
+
+        const viewName = this.metadata.get(`clientDefs.${entityType}.modalViews.edit`) ||
+            'views/modals/edit';
+
+        /** @type {module:views/modals/edit~options & module:views/modal~Options} */
+        const options = {
+            entityType: entityType,
+            id: id,
+            model: model,
+            fullFormDisabled: params.fullFormDisabled,
+            returnUrl: params.returnUrl || this.router.getCurrentUrl(),
+            returnDispatchParams: params.returnDispatchParams,
+            layoutName: params.layoutName,
+            fullFormUrl: params.fullFormUrl,
+            collapseDisabled: params.collapseDisabled,
+        };
+
+        if (params.rootUrl) {
+            options.rootUrl = params.rootUrl;
+        }
+
+        Espo.Ui.notifyWait();
+
+        const modalView = /** @type {import('views/modals/edit').default} */
+            await view.createView('modal', viewName, options)
+
+        // @todo Revise.
+        modalView.listenToOnce(modalView, 'remove', () => view.clearView('modal'));
+
+        if (params.beforeSave) {
+            modalView.listenTo(modalView, 'before:save', (model, o) => {
+                params.beforeSave(model, o);
+            });
+        }
+
+        if (params.afterSave) {
+            modalView.listenTo(modalView, 'after:save', (model, /** Record */o) => {
+                params.afterSave(model, {...o});
+            });
+        }
+
+        if (params.beforeRender) {
+            params.beforeRender(modalView);
+        }
+
+        if (params.onClose) {
+            view.listenToOnce(modalView, 'close', () => params.onClose());
+        }
+
+        await modalView.render();
+
+        Espo.Ui.notify();
+
+        return modalView;
+    }
+
+    /**
+     * Show the 'create' modal.
+     *
+     * @param {import('view').default<any>} view
+     * @param {{
+     *   entityType: string,
+     *   rootUrl?: string,
+     *   fullFormDisabled?: boolean,
+     *   fullFormUrl?: string,
+     *   returnUrl?: string,
+     *   relate?: import('model').SetRelateItem | import('model').SetRelateItem[],
+     *   attributes?: Record.<string, *>,
+     *   afterSave?: function(import('model').default, {bypassClose: boolean} & Record),
+     *   beforeRender?: function(import('views/modals/edit').default),
+     *   onClose?: function(),
+     *   focusForCreate?: boolean,
+     *   layoutName?: string,
+     *   returnDispatchParams?: {
+     *       controller: string,
+     *       action: string|null,
+     *       options: {isReturn?: boolean} & Record,
+     *   },
+     *   collapseDisabled?: boolean,
+     * }} params
+     * @return {Promise<import('views/modals/edit').default>}
+     * @since 9.1.0
+     */
+    async showCreate(view, params) {
+        const entityType = params.entityType;
+
+        const viewName = this.metadata.get(`clientDefs.${entityType}.modalViews.edit`) ||
+            'views/modals/edit';
+
+        /** @type {module:views/modals/edit~options & module:views/modal~Options} */
+        const options = {
+            entityType: entityType,
+            fullFormDisabled: params.fullFormDisabled,
+            returnUrl: params.returnUrl || this.router.getCurrentUrl(),
+            returnDispatchParams: params.returnDispatchParams,
+            relate: params.relate,
+            attributes: params.attributes,
+            focusForCreate: params.focusForCreate,
+            layoutName: params.layoutName,
+            fullFormUrl: params.fullFormUrl,
+            collapseDisabled: params.collapseDisabled,
+        };
+
+        if (params.rootUrl) {
+            options.rootUrl = params.rootUrl;
+        }
+
+        Espo.Ui.notifyWait();
+
+        const modalView = /** @type {import('views/modals/edit').default} */
+            await view.createView('modal', viewName, options);
+
+        // @todo Revise.
+        modalView.listenToOnce(modalView, 'remove', () => view.clearView('modal'));
+
+        if (params.afterSave) {
+            modalView.listenTo(modalView, 'after:save', (model, /** Record */o) => {
+                params.afterSave(model, {...o});
+            });
+        }
+
+        if (params.beforeRender) {
+            params.beforeRender(modalView);
+        }
+
+        if (params.onClose) {
+            view.listenToOnce(modalView, 'close', () => params.onClose());
+        }
+
+        await modalView.render();
+
+        Espo.Ui.notify();
+
+        return modalView;
+    }
+}
+
+export default RecordModalHelper;

client/src/helpers/record/create-related.js

@@ -0,0 +1,109 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+import RecordModal from 'helpers/record-modal';
+
+/**
+ * @internal
+ */
+class CreateRelatedHelper {
+
+    /**
+     * @private
+     * @type {Metadata}
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @param {import('view').default} view
+     */
+    constructor(view) {
+        /** @private */
+        this.view = view;
+    }
+
+    /**
+     * @param {import('model').default} model
+     * @param {string} link
+     * @param {{
+     *     focusForCreate?: boolean,
+     *     afterSave: function(import('model').default),
+     * }} [options]
+     * @return {Promise<import('views/modals/edit').default>}
+     */
+    async process(model, link, options = {}) {
+        const scope = model.defs['links'][link].entity;
+        const foreignLink = model.defs['links'][link].foreign;
+
+        /** @type {Record} */
+        const panelDefs = this.metadata.get(`clientDefs.${model.entityType}.relationshipPanels.${link}`) || {};
+
+        const attributeMap = panelDefs.createAttributeMap || {};
+        const handler = panelDefs.createHandler;
+
+        let attributes = {};
+
+        Object.keys(attributeMap).forEach(attr => attributes[attributeMap[attr]] = model.get(attr));
+
+        if (handler) {
+            const Handler = await Espo.loader.requirePromise(handler);
+            /** @type {import('contracts/relation').CreateRelatedHandler} */
+            const handlerObj = new Handler(this.view.getHelper(), {link: link});
+
+            const additionalAttributes = await handlerObj.getAttributes(model, link);
+
+            attributes = {...attributes, ...additionalAttributes};
+        }
+
+        const helper = new RecordModal();
+
+        return await helper.showCreate(this.view, {
+            entityType: scope,
+            relate: {
+                model: model,
+                link: foreignLink,
+            },
+            attributes: attributes,
+            focusForCreate: options.focusForCreate,
+            afterSave: m => {
+                if (options.afterSave) {
+                    options.afterSave(m);
+                }
+
+                model.trigger(`update-related:${link}`);
+                model.trigger('after:relate');
+                model.trigger(`after:relate:${link}`);
+            },
+        });
+    }
+}
+
+export default CreateRelatedHelper;

client/src/helpers/record/detail/layout-converter.js

@@ -0,0 +1,376 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Language from 'language';
+import ViewHelper from 'view-helper';
+import FieldManager from 'field-manager';
+
+/**
+ * @internal
+ */
+class LayoutConverter {
+
+    /**
+     * @type {Language}
+     * @private
+     */
+    @inject(Language)
+    language
+
+    /**
+     * @type {ViewHelper}
+     * @private
+     */
+    @inject(ViewHelper)
+    viewHelper
+
+    /**
+     * @type {FieldManager}
+     * @private
+     */
+    @inject(FieldManager)
+    fieldManager
+
+    /**
+     * Convert a detail layout to an internal layout.
+     *
+     * @param {import('views/record/detail').PanelDefs[]} simplifiedLayout A detail layout.
+     * @param {{
+     *     selector: string,
+     *     id: string,
+     *     entityType: string | null,
+     *     model: import('model').default,
+     *     panelFieldListMap: Record<string, string[]>,
+     *     middlePanelDefs: Record<string, any>,
+     *     middlePanelDefsList: Record<string, any>[],
+     *     underShowMoreDetailPanelList: string[],
+     *     dynamicLogic: import('dynamic-logic').default | null,
+     *     dynamicLogicDefs: import('dynamic-logic').Defs | null,
+     *     recordHelper: import('view-record-helper').default,
+     *     hidePanel: (name: string) => void,
+     *     validateField: (name: string) => boolean,
+     *     readOnly: boolean,
+     *     readOnlyLocked: boolean,
+     *     inlineEditDisabled: boolean,
+     *     dataObject: Record<string, any>,
+     *     fieldsMode: 'detail' | 'edit' | 'list',
+     * }} options
+     * @return {Record<string, any>[]}
+     */
+    convert(simplifiedLayout, options) {
+        const layout = [];
+        const el = options.selector || '#' + options.id;
+
+        const panelFieldListMap = options.panelFieldListMap;
+        const middlePanelDefs = options.middlePanelDefs;
+        const middlePanelDefsList = options.middlePanelDefsList;
+        const underShowMoreDetailPanelList = options.underShowMoreDetailPanelList;
+
+        const recordHelper = options.recordHelper;
+        const dynamicLogic = options.dynamicLogic;
+        const dynamicLogicDefs = options.dynamicLogicDefs;
+        const entityType = options.entityType;
+
+        let tabNumber = -1;
+
+        for (let p = 0; p < simplifiedLayout.length; p++) {
+            const item = simplifiedLayout[p];
+
+            const panel = {};
+
+            const tabBreak = item.tabBreak || p === 0;
+
+            if (tabBreak) {
+                tabNumber++;
+            }
+
+            if ('customLabel' in item) {
+                panel.label = item.customLabel;
+
+                if (panel.label) {
+                    panel.label = this.language.translate(panel.label, 'panelCustomLabels', entityType);
+                }
+            } else {
+                panel.label = item.label || null;
+
+                if (panel.label) {
+                    panel.label = panel.label[0] === '$' ?
+                        this.language.translate(panel.label.substring(1), 'panels', entityType) :
+                        this.language.translate(panel.label, 'labels', entityType);
+                }
+            }
+
+            panel.name = item.name || 'panel-' + p.toString();
+            panel.style = item.style || 'default';
+            panel.rows = [];
+            panel.tabNumber = tabNumber;
+            panel.noteText = item.noteText;
+            panel.noteStyle = item.noteStyle || 'info';
+
+            if (panel.noteText) {
+                if (panel.noteText.startsWith('$') && !panel.noteText.includes(' ')) {
+                    const label = panel.noteText.substring(1);
+
+                    panel.noteText = this.language.translate(label, 'panelNotes', entityType);
+                }
+
+                panel.noteText = this.viewHelper.transformMarkdownText(panel.noteText);
+            }
+
+            middlePanelDefs[panel.name] = {
+                name: panel.name,
+                style: panel.style,
+                tabNumber: panel.tabNumber,
+                tabBreak: tabBreak,
+                tabLabel: item.tabLabel,
+            };
+
+            middlePanelDefsList.push(middlePanelDefs[panel.name]);
+
+            // noinspection JSUnresolvedReference
+            if (item.dynamicLogicVisible && dynamicLogic) {
+                dynamicLogic.addPanelVisibleCondition(panel.name, item.dynamicLogicVisible);
+            }
+
+            // noinspection JSUnresolvedReference
+            if (item.dynamicLogicStyled && dynamicLogic) {
+                dynamicLogic.addPanelStyledCondition(panel.name, item.dynamicLogicStyled);
+            }
+
+            // noinspection JSUnresolvedReference
+            if (item.hidden && tabNumber === 0) {
+                panel.hidden = true;
+
+                options.hidePanel(panel.name);
+
+                underShowMoreDetailPanelList.push(panel.name);
+            }
+
+            let lType = 'rows';
+
+            if (item.columns) {
+                lType = 'columns';
+
+                panel.columns = [];
+            }
+
+            if (panel.name) {
+                panelFieldListMap[panel.name] = [];
+            }
+
+            for (const [i, itemI] of item[lType].entries()) {
+                const row = [];
+
+                for (const cellDefs of itemI) {
+                    if (cellDefs === false) {
+                        row.push(false);
+
+                        continue;
+                    }
+
+                    let view = cellDefs.view;
+                    let name = cellDefs.name;
+
+                    if (!name && view && typeof view === 'object') {
+                        name = view.name;
+                    }
+
+                    if (!name) {
+                        console.warn(`No 'name' specified in detail layout cell.`);
+
+                        continue;
+                    }
+
+                    let selector;
+
+                    if (view && typeof view === 'object') {
+                        view.model = options.model;
+                        view.mode = options.fieldsMode;
+
+                        if (options.readOnly) {
+                            view.setReadOnly();
+                        }
+
+                        selector = `.field[data-name="${name}"]`;
+                    }
+
+                    if (panel.name) {
+                        panelFieldListMap[panel.name].push(name);
+                    }
+
+                    const type = cellDefs.type || options.model.getFieldType(name) || 'base';
+
+                    view = view ||
+                        options.model.getFieldParam(name, 'view') ||
+                        this.fieldManager.getViewName(type);
+
+                    const o = {
+                        fullSelector: `${el} .middle .field[data-name="${name}"]`,
+                        defs: {
+                            name: name,
+                            params: cellDefs.params || {},
+                        },
+                        mode: options.fieldsMode,
+                    };
+
+                    if (options.readOnly) {
+                        o.readOnly = true;
+                    }
+
+                    if (cellDefs.readOnly) {
+                        o.readOnly = true;
+                        o.readOnlyLocked = true;
+                    }
+
+                    if (options.readOnlyLocked) {
+                        o.readOnlyLocked = true;
+                    }
+
+                    if (options.inlineEditDisabled || cellDefs.inlineEditDisabled) {
+                        o.inlineEditDisabled = true;
+                    }
+
+                    // noinspection JSUnresolvedReference
+                    let fullWidth = cellDefs.fullWidth || false;
+
+                    if (!fullWidth) {
+                        if (item[lType][i].length === 1) {
+                            fullWidth = true;
+                        }
+                    }
+
+                    if (recordHelper.getFieldStateParam(name, 'hidden')) {
+                        o.disabled = true;
+                    }
+
+                    if (recordHelper.getFieldStateParam(name, 'hiddenLocked')) {
+                        o.disabledLocked = true;
+                    }
+
+                    if (recordHelper.getFieldStateParam(name, 'readOnly')) {
+                        o.readOnly = true;
+                    }
+
+                    if (!o.readOnlyLocked && recordHelper.getFieldStateParam(name, 'readOnlyLocked')) {
+                        o.readOnlyLocked = true;
+                    }
+
+                    if (recordHelper.getFieldStateParam(name, 'required') !== null) {
+                        o.defs.params = o.defs.params || {};
+                        o.defs.params.required = recordHelper.getFieldStateParam(name, 'required');
+                    }
+
+                    if (recordHelper.hasFieldOptionList(name)) {
+                        o.customOptionList = recordHelper.getFieldOptionList(name);
+                    }
+
+                    o.validateCallback = () => options.validateField(name);
+
+                    o.recordHelper = recordHelper;
+                    o.dataObject = options.dataObject;
+
+                    if (cellDefs.options) {
+                        for (const optionName in cellDefs.options) {
+                            if (typeof o[optionName] !== 'undefined') {
+                                continue;
+                            }
+
+                            o[optionName] = cellDefs.options[optionName];
+                        }
+                    }
+
+                    if (dynamicLogicDefs?.cascadingFields?.[name]) {
+                        o.cascadingLogic = dynamicLogicDefs?.cascadingFields?.[name];
+                    }
+
+                    const cell = {
+                        name: `${name}Field`,
+                        view: view,
+                        field: name,
+                        fullSelector: `${el} .middle .field[data-name="${name}"]`,
+                        fullWidth: fullWidth,
+                        options: o,
+                    };
+
+                    if (selector) {
+                        cell.selector = selector;
+                    }
+
+                    if ('labelText' in cellDefs) {
+                        o.labelText = cellDefs.labelText;
+                        cell.customLabel = cellDefs.labelText;
+                    } else if (cellDefs.labelTranslation) {
+                        o.labelText = this.language.translatePath(cellDefs.labelTranslation);
+                        cell.customLabel = o.labelText;
+                    }
+
+                    if ('customLabel' in cellDefs) {
+                        cell.customLabel = cellDefs.customLabel;
+                    }
+
+                    if ('label' in cellDefs) {
+                        cell.label = cellDefs.label;
+                    }
+
+                    if (
+                        view &&
+                        typeof view === 'object' &&
+                        !cell.customLabel &&
+                        !cell.label &&
+                        view.getLabelText()
+                    ) {
+                        cell.customLabel = view.getLabelText();
+                    }
+
+                    if ('customCode' in cellDefs) {
+                        cell.customCode = cellDefs.customCode;
+                    }
+
+                    if ('noLabel' in cellDefs) {
+                        cell.noLabel = cellDefs.noLabel;
+                    }
+
+                    if ('span' in cellDefs) {
+                        cell.span = cellDefs.span;
+                    }
+
+                    row.push(cell);
+                }
+
+                panel[lType].push(row);
+            }
+
+            layout.push(panel);
+        }
+
+        return layout;
+    }
+}
+
+export default LayoutConverter;

client/src/helpers/record/list/column-resize.js

@@ -0,0 +1,237 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+/**
+ * @internal
+ */
+export default class ListColumnResizeHelper {
+
+    /**
+     * @type {{
+     *     startX: number,
+     *     startWidth: number,
+     *     thElement: HTMLTableCellElement,
+     *     name: string,
+     *     inPx: boolean,
+     *     onRight: boolean,
+     *     newWidth: number|null,
+     *     thElements: HTMLTableCellElement[],
+     * }}
+     * @private
+     */
+    item
+
+    /**
+     * A min width in pixels.
+     *
+     * @private
+     * @type {number}
+     */
+    minWidth = 30
+
+    static selector = 'table > thead > tr > th > .column-resizer';
+
+    /**
+     * @param {import('views/record/list-base').default} view
+     * @param {import('helpers/list/settings').default} helper
+     */
+    constructor(view, helper) {
+        /** @private */
+        this.view = view;
+        /** @private */
+        this.helper = helper;
+
+        /**
+         * @private
+         * @type {number}
+         */
+        this.fontSizeFactor = view.getThemeManager().getFontSizeFactor();
+
+        this.onPointerUpBind = this.onPointerUp.bind(this);
+        this.onPointerMoveBind = this.onPointerMove.bind(this);
+
+        view.addHandler('pointerdown', ListColumnResizeHelper.selector, (/** PointerEvent */e, target) => {
+            this.onPointerDown(e, target);
+        });
+    }
+
+    /**
+     * @private
+     * @param {PointerEvent} event
+     * @param {HTMLElement} target
+     */
+    onPointerDown(event, target) {
+        if (!event.isPrimary) {
+            return;
+        }
+
+        this.startResizeInit(event, target)
+
+        window.addEventListener('pointerup', this.onPointerUpBind);
+        window.addEventListener('pointermove', this.onPointerMoveBind);
+    }
+
+    /**
+     * @private
+     * @param {PointerEvent} event
+     * @param {HTMLElement} target
+     */
+    startResizeInit(event, target) {
+        const th = /** @type {HTMLTableCellElement} */target.parentNode;
+
+        const thElements = [...th.parentNode.querySelectorAll(':scope > th.field-header-cell')]
+            .filter(it => !it.style.width);
+
+        this.item = {
+            startX: event.clientX,
+            startWidth: th.clientWidth,
+            thElement: th,
+            name: th.dataset.name,
+            inPx: th.style.width && th.style.width.endsWith('px'),
+            onRight: target.classList.contains('column-resizer-right'),
+            newWidth: null,
+            thElements: thElements,
+        };
+
+        document.body.style.cursor = 'col-resize';
+
+        const trElement = this.item.thElement.closest('tr');
+
+        trElement.classList.add('being-column-resized');
+        this.item.thElement.classList.add('being-resized');
+    }
+
+    /**
+     * @private
+     * @param {number} width
+     */
+    isWidthOk(width) {
+        if (width < this.minWidth * this.fontSizeFactor) {
+            return false;
+        }
+
+        for (const th of this.item.thElements) {
+            if (th.style.width) {
+                continue;
+            }
+
+            if (th.clientWidth < this.minWidth * this.fontSizeFactor) {
+                return false;
+            }
+        }
+
+        return true;
+    }
+
+    /**
+     * @private
+     * @param {PointerEvent} event
+     */
+    onPointerMove(event) {
+        let diff = event.clientX - this.item.startX;
+
+        if (!this.item.onRight) {
+            diff *= -1;
+        }
+
+        const width = this.item.startWidth + diff;
+
+        if (!this.isWidthOk(width)) {
+            return;
+        }
+
+        const previousWidth = this.item.newWidth;
+        const previousStyleWidth = this.item.thElement.style.width;
+
+        this.item.newWidth = width;
+        this.item.thElement.style.width = width.toString() + 'px';
+
+        if (!this.isWidthOk(width)) {
+            if (previousWidth) {
+                this.item.newWidth = previousWidth;
+            }
+
+            this.item.thElement.style.width = previousStyleWidth;
+        }
+    }
+
+    /**
+     * @private
+     */
+    onPointerUp() {
+        window.removeEventListener('pointermove', this.onPointerMoveBind);
+        window.removeEventListener('pointerup', this.onPointerUpBind);
+        document.body.style.cursor = '';
+
+        const width = this.item.newWidth;
+
+        if (width === null) {
+            this.disableResizingState();
+
+            return;
+        }
+
+        let unit = 'px';
+        let value = width;
+
+        if (!this.item.inPx) {
+            const tableElement = this.item.thElement.closest('table');
+
+            const tableWidth = tableElement.clientWidth;
+
+            const factor = Math.pow(10, 4);
+            const widthPercents = width / tableWidth;
+            const widthPercentsRounded = Math.floor(factor * widthPercents * 100) / factor;
+
+            this.item.thElement.style.width = widthPercentsRounded.toString() + '%';
+
+            unit = '%';
+            value = widthPercentsRounded;
+        }
+
+        if (this.item.inPx) {
+            value = value / this.fontSizeFactor;
+        }
+
+        this.helper.storeColumnWidth(this.item.name, {value: value, unit: unit});
+
+        this.disableResizingState();
+    }
+
+    /**
+     * @private
+     */
+    disableResizingState() {
+        const trElement = this.item.thElement.closest('tr')
+
+        trElement.classList.remove('being-column-resized');
+        this.item.thElement.classList.remove('being-resized');
+
+        this.item = undefined;
+    }
+}

client/src/helpers/record/list/column-width-control.js

@@ -0,0 +1,214 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+export default class ListColumnWidthControlHelper {
+
+    /**
+     * A min width in pixels.
+     *
+     * @private
+     * @type {number}
+     */
+    minWidth = 30
+
+    /**
+     * @param {{
+     *     view?: import('views/record/list-base').default,
+     *     helper: import('helpers/list/settings').default,
+     *     layoutProvider?: function(): {
+     *          name: string,
+     *          width?: number,
+     *          widthPx?: number,
+     *          hidden?: boolean,
+     *     }[]
+     * }} options
+     */
+    constructor(options) {
+        /** @private */
+        this.view = options.view;
+        /** @private */
+        this.helper = options.helper;
+        /** @private */
+        this.layoutProvider = options.layoutProvider;
+    }
+
+    /**
+     * Adjust widths.
+     *
+     * @param {{
+     *     tableWidth?: number,
+     *     staticWidth?: number,
+     * }} [options]
+     * @return {boolean}
+     */
+    adjust(options = {}) {
+        let tableWidthData;
+
+        if (options.tableWidth === undefined || options.staticWidth === undefined) {
+            tableWidthData = this.getTableWidths();
+        }
+
+        const tableWidth = options.tableWidth === undefined ? tableWidthData.table : options.tableWidth;
+        const staticWidth = options.staticWidth === undefined ? tableWidthData.static : options.staticWidth;
+
+        const widthMap = this.helper.getColumnWidthMap();
+
+        /**
+         * @type {{
+         *     name: string,
+         *     width: {
+         *         value: number,
+         *         unit: 'px'|'%',
+         *     }|null,
+         *     isCustom: boolean,
+         *     widthPx: number|null,
+         * }[]}
+         */
+        const list = this.layoutProvider()
+            .filter(it => !this.helper.isColumnHidden(it.name, it.hidden))
+            .map(it => {
+                let widthItem = widthMap[it.name];
+
+                const isCustom = !!widthItem;
+
+                if (!widthItem) {
+                    widthItem = null;
+
+                    if (it.width) {
+                        widthItem = {value: it.width, unit: '%'};
+                    } else if (it.widthPx) {
+                        widthItem = {value: it.widthPx, unit: 'px'};
+                    }
+                }
+
+                let widthPx = null;
+
+                if (widthItem) {
+                    if (widthItem.unit === 'px') {
+                        widthPx = widthItem.value;
+                    } else {
+                        widthPx = tableWidth * (widthItem.value / 100.0);
+                    }
+                }
+
+                return {
+                    name: it.name,
+                    width: widthItem,
+                    isCustom: isCustom,
+                    widthPx: widthPx,
+                };
+            });
+
+        const flexColumnCount = list.filter(it => !it.width).length;
+        const extraWidth = flexColumnCount * this.minWidth;
+
+        let sumWidth = 0;
+
+        list.filter(it => it.widthPx)
+            .forEach(it => sumWidth += it.widthPx);
+
+        if (tableWidth - extraWidth - staticWidth - sumWidth >= 0) {
+            return true;
+        }
+
+        const listSorted = list
+            .filter(it => it.widthPx && it.width)
+            .sort((a, b) => b.widthPx - a.widthPx);
+
+        if (!listSorted.length) {
+            return true;
+        }
+
+        const item = listSorted[0];
+
+        const reduceWidthPx = 10;
+
+        if (item.widthPx < reduceWidthPx) {
+            return true;
+        }
+
+        /** @type {{value: number, unit: 'px'|'%'}} */
+        let newWidth;
+
+        if (item.width.unit === 'px') {
+            newWidth = {
+                value: item.width.value - reduceWidthPx,
+                unit: 'px',
+            };
+        } else {
+            const factor = Math.pow(10, 4);
+            const reducePercent = Math.floor(factor * (reduceWidthPx / tableWidth) * 100) / factor;
+
+            newWidth = {
+                value: item.width.value - reducePercent,
+                unit: '%',
+            }
+        }
+
+        const map = this.helper.getColumnWidthMap();
+        map[item.name] = newWidth;
+
+        this.helper.storeColumnWidthMap(map);
+
+        this.adjust({tableWidth, staticWidth});
+
+        return false;
+    }
+
+    /**
+     * @private
+     * @return {{
+     *     table: number,
+     *     static: number,
+     * }|null}
+     */
+    getTableWidths() {
+        const tableElement = this.view.element.querySelector('.list > table');
+
+        if (!tableElement) {
+            return null;
+        }
+
+        const tableWidth = tableElement.clientWidth;
+        let staticWidth = 0;
+
+        tableElement.querySelectorAll(':scope > thead > tr > th').forEach(th => {
+            if (
+                !th.classList.contains('field-header-cell') ||
+                th.classList.contains('action-cell')
+            ) {
+                staticWidth += th.clientWidth;
+            }
+        });
+
+        return {
+            table: tableWidth,
+            static: staticWidth,
+        };
+    }
+}

client/src/helpers/record/misc/sticky-bar.js

@@ -0,0 +1,149 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import $ from 'jquery';
+
+/**
+ * @internal
+ */
+class StickyBarHelper {
+
+
+    /**
+     * @param {import('views/record/detail').default} view
+     * @param {string} stickButtonsFormBottomSelector
+     * @param {boolean} stickButtonsContainerAllTheWay
+     * @param {string} numId
+     */
+    constructor(view, stickButtonsFormBottomSelector, stickButtonsContainerAllTheWay, numId) {
+        this.view = view;
+        this.stickButtonsFormBottomSelector = stickButtonsFormBottomSelector;
+        this.stickButtonsContainerAllTheWay = stickButtonsContainerAllTheWay;
+        this.numId = numId;
+
+        this.themeManager = view.getThemeManager();
+        this.$el = view.$el;
+    }
+
+    init() {
+        const $containers = this.$el.find('.detail-button-container');
+        const $container = this.$el.find('.detail-button-container.record-buttons');
+
+        if (!$container.length) {
+            return;
+        }
+
+        const navbarHeight = this.themeManager.getParam('navbarHeight') * this.themeManager.getFontSizeFactor();
+        const screenWidthXs = this.themeManager.getParam('screenWidthXs');
+
+        const isSmallScreen = $(window.document).width() < screenWidthXs;
+
+        const getOffsetTop = (/** JQuery */$element) => {
+            let element = /** @type {HTMLElement} */$element.get(0);
+
+            let value = 0;
+
+            while (element) {
+                value += !isNaN(element.offsetTop) ? element.offsetTop : 0;
+
+                element = element.offsetParent;
+            }
+
+            if (isSmallScreen) {
+                return value;
+            }
+
+            return value - navbarHeight;
+        };
+
+        let stickTop = getOffsetTop($container);
+        const blockHeight = $container.outerHeight();
+
+        stickTop -= 5; // padding;
+
+        const $block = $('<div>')
+            .css('height', blockHeight + 'px')
+            .html('&nbsp;')
+            .hide()
+            .insertAfter($container);
+
+        let $middle = this.view.getMiddleView().$el;
+        const $window = $(window);
+        const $navbarRight = $('#navbar .navbar-right');
+
+        if (this.stickButtonsFormBottomSelector) {
+            const $bottom = this.$el.find(this.stickButtonsFormBottomSelector);
+
+            if ($bottom.length) {
+                $middle = $bottom;
+            }
+        }
+
+        $window.off('scroll.detail-' + this.numId);
+
+        $window.on('scroll.detail-' + this.numId, () => {
+            const edge = $middle.position().top + $middle.outerHeight(false) - blockHeight;
+            const scrollTop = $window.scrollTop();
+
+            if (scrollTop >= edge && !this.stickButtonsContainerAllTheWay) {
+                $containers.hide();
+                $navbarRight.removeClass('has-sticked-bar');
+                $block.show();
+
+                return;
+            }
+
+            if (isSmallScreen && $('#navbar .navbar-body').hasClass('in')) {
+                return;
+            }
+
+            if (scrollTop > stickTop) {
+                if (!$containers.hasClass('stick-sub')) {
+                    $containers.addClass('stick-sub');
+                    $block.show();
+                }
+
+                $navbarRight.addClass('has-sticked-bar');
+
+                $containers.show();
+
+                return;
+            }
+
+            if ($containers.hasClass('stick-sub')) {
+                $containers.removeClass('stick-sub');
+                $navbarRight.removeClass('has-sticked-bar');
+                $block.hide();
+            }
+
+            $containers.show();
+        });
+    }
+}
+
+export default StickyBarHelper;

client/src/helpers/record/select-related.js

@@ -0,0 +1,229 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+
+/**
+ * @internal
+ */
+class SelectRelatedHelper {
+
+    /**
+     * @private
+     * @type {Metadata}
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @param {import('view').default} view
+     */
+    constructor(view) {
+        /** @private */
+        this.view = view;
+    }
+
+    /**
+     * @param {import('model').default} model
+     * @param {string} link
+     * @param {{
+     *     foreignEntityType?: string,
+     *     massSelect?: boolean,
+     *     primaryFilterName?: string,
+     *     boolFilterList?: string[]|string,
+     *     viewKey?: string,
+     *     hasCreate?: boolean,
+     *     onCreate?: function(): void,
+     * }} options
+     */
+    process(model, link, options = {}) {
+        if (!options.foreignEntityType && !model.defs['links'][link]) {
+            throw new Error(`Link ${link} does not exist.`);
+        }
+
+        const scope = options.foreignEntityType || model.defs['links'][link].entity;
+
+        /** @var {Object.<string, *>} */
+        const panelDefs = this.metadata.get(['clientDefs', model.entityType, 'relationshipPanels', link]) || {};
+
+        const massRelateEnabled = options.massSelect || panelDefs.massSelect;
+
+        let advanced = {};
+
+        const foreignLink = model.getLinkParam(link, 'foreign');
+
+        if (foreignLink && scope) {
+            // Select only records not related with any.
+            const foreignLinkType = this.metadata.get(['entityDefs', scope, 'links', foreignLink, 'type']);
+            const foreignLinkFieldType = this.metadata.get(['entityDefs', scope, 'fields', foreignLink, 'type']);
+
+            if (
+                ['belongsTo', 'belongsToParent'].includes(foreignLinkType) &&
+                foreignLinkFieldType &&
+                !advanced[foreignLink] &&
+                ['link', 'linkParent'].includes(foreignLinkFieldType)
+            ) {
+                advanced[foreignLink] = {
+                    type: 'isNull',
+                    attribute: foreignLink + 'Id',
+                    data: {
+                        type: 'isEmpty',
+                    },
+                };
+            }
+        }
+
+        let primaryFilterName = options.primaryFilterName || null;
+
+        if (typeof primaryFilterName === 'function') {
+            primaryFilterName = primaryFilterName.call(this);
+        }
+
+        let dataBoolFilterList = options.boolFilterList;
+
+        if (typeof options.boolFilterList === 'string') {
+            dataBoolFilterList = options.boolFilterList.split(',');
+        }
+
+        let boolFilterList = dataBoolFilterList || panelDefs.selectBoolFilterList;
+
+        if (typeof boolFilterList === 'function') {
+            boolFilterList = boolFilterList.call(this);
+        }
+
+        boolFilterList = Espo.Utils.clone(boolFilterList);
+
+        primaryFilterName = primaryFilterName || panelDefs.selectPrimaryFilterName || null;
+
+        const viewKey = options.viewKey || 'select';
+
+        const viewName = panelDefs.selectModalView ||
+            this.metadata.get(['clientDefs', scope, 'modalViews', viewKey]) ||
+            'views/modals/select-records';
+
+        Espo.Ui.notifyWait();
+
+        const handler = panelDefs.selectHandler || null;
+
+        new Promise(resolve => {
+            if (!handler) {
+                resolve({});
+
+                return;
+            }
+
+            Espo.loader.requirePromise(handler)
+                .then(Handler => new Handler(this.view.getHelper()))
+                .then(/** import('contracts/relation').SelectRelatedHandler */handler => {
+                    handler.getFilters(model)
+                        .then(filters => resolve(filters));
+                });
+        }).then(filters => {
+            advanced = {...advanced, ...(filters.advanced || {})};
+
+            if (boolFilterList || filters.bool) {
+                boolFilterList = [
+                    ...(boolFilterList || []),
+                    ...(filters.bool || []),
+                ];
+            }
+
+            if (filters.primary && !primaryFilterName) {
+                primaryFilterName = filters.primary;
+            }
+
+            const orderBy = filters.orderBy || panelDefs.selectOrderBy;
+            const orderDirection = filters.orderBy ? filters.order : panelDefs.selectOrderDirection;
+
+            const createButton = options.hasCreate === true && options.onCreate !== undefined;
+
+            /** @type {import('views/modals/select-records').default} */
+            let modalView;
+
+            this.view.createView('dialogSelectRelated', viewName, {
+                scope: scope,
+                multiple: true,
+                filters: advanced,
+                massRelateEnabled: massRelateEnabled,
+                primaryFilterName: primaryFilterName,
+                boolFilterList: boolFilterList,
+                mandatorySelectAttributeList: panelDefs.selectMandatoryAttributeList,
+                layoutName: panelDefs.selectLayout,
+                orderBy: orderBy,
+                orderDirection: orderDirection,
+                createButton: createButton,
+                onCreate: () => {
+                    modalView.close();
+
+                    if (options.onCreate) {
+                        options.onCreate();
+                    }
+                },
+            }, view => {
+                modalView = view;
+
+                view.render();
+
+                Espo.Ui.notify(false);
+
+                this.view.listenToOnce(view, 'select', (selectObj) => {
+                    const data = {};
+
+                    if (Object.prototype.toString.call(selectObj) === '[object Array]') {
+                        const ids = [];
+
+                        selectObj.forEach(model => ids.push(model.id));
+
+                        data.ids = ids;
+                    }  else if (selectObj.massRelate) {
+                        data.massRelate = true;
+                        data.where = selectObj.where;
+                        data.searchParams = selectObj.searchParams;
+                    } else {
+                        data.id = selectObj.id;
+                    }
+
+                    const url = `${model.entityType}/${model.id}/${link}`;
+
+                    Espo.Ajax.postRequest(url, data)
+                        .then(() => {
+                            Espo.Ui.success(this.view.translate('Linked'))
+
+                            model.trigger(`update-related:${link}`);
+
+                            model.trigger('after:relate');
+                            model.trigger(`after:relate:${link}`);
+                        });
+                });
+            });
+        });
+    }
+}
+
+export default SelectRelatedHelper;

client/src/helpers/reg-exp-pattern.js

@@ -0,0 +1,94 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import Metadata from 'metadata';
+import Language from 'language';
+
+/**
+ * A regular expression pattern helper.
+ */
+class RegExpPatternHelper {
+
+    /**
+     * @private
+     * @type {Metadata}
+     */
+    @inject(Metadata)
+    metadata
+
+    /**
+     * @private
+     * @type {Language}
+     */
+    @inject(Language)
+    language
+
+    /**
+     *
+     * @param {string} pattern
+     * @param {string|null} value
+     * @param {string} [field]
+     * @param {string | null} [entityType]
+     * @return {{message: string}|null}
+     */
+    validate(pattern, value, field, entityType) {
+        if (value === '' || value === null) {
+            return null;
+        }
+
+        let messageKey = 'fieldNotMatchingPattern';
+
+        if (pattern[0] === '$') {
+            const patternName = pattern.slice(1);
+            const foundPattern = this.metadata.get(['app', 'regExpPatterns', patternName, 'pattern']);
+
+            if (foundPattern) {
+                messageKey += '$' + patternName;
+                pattern = foundPattern;
+            }
+        }
+
+        const regExp = new RegExp('^' + pattern + '$');
+
+        if (regExp.test(value)) {
+            return null;
+        }
+
+        let message = this.language.translate(messageKey, 'messages')
+            .replace('{pattern}', pattern);
+
+        if (field && entityType) {
+            message = message.replace('{field}', this.language.translate(field, 'fields', entityType));
+        }
+
+        return {message: message};
+    }
+}
+
+export default RegExpPatternHelper;

client/src/helpers/site/modal-bar-provider.js

@@ -0,0 +1,58 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {register} from 'di';
+
+/**
+ * @internal
+ */
+@register()
+export default class ModalBarProvider {
+
+    /**
+     * @private
+     * @type {import('views/collapsed-modal-bar').default|null}
+     */
+    view = null
+
+    /**
+     * @internal
+     * @return {import('views/collapsed-modal-bar').default|null}
+     */
+    get() {
+        return this.view;
+    }
+
+    /**
+     * @internal
+     * @param {import('views/collapsed-modal-bar').default|null} view
+     */
+    set(view) {
+        this.view = view;
+    }
+}

client/src/helpers/site/shortcut-manager.js

@@ -0,0 +1,151 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {register} from 'di';
+import Ui from 'ui';
+
+/** @typedef {import('view').default} View */
+/** @typedef {string|function(KeyboardEvent): void} Key */
+
+@register()
+export default class ShortcutManager {
+
+    /**
+     * @private
+     * @type {number}
+     */
+    level = 0
+
+    /**
+     * @private
+     * @type {{
+     *     view: View[],
+     *     keys: Record.<string, Key>,
+     *     level: number,
+     * }[]}
+     */
+    items
+
+    constructor() {
+        this.items = [];
+
+        document.addEventListener('keydown', event => this.handle(event), {capture: true});
+    }
+
+    /**
+     * Add a view and keys.
+     *
+     * @param {import('view').default<any>} view
+     * @param {Record.<string, Key>} keys
+     * @param {{stack: boolean}} [options]
+     */
+    add(view, keys, options = {}) {
+        if (this.items.find(it => it.view === view)) {
+            return;
+        }
+
+        if (options.stack) {
+            this.level ++;
+        }
+
+        this.items.push({
+            view: view,
+            keys: keys,
+            level: this.level,
+        });
+    }
+
+    /**
+     * Remove a view.
+     *
+     * @param {import('view').default<any>} view
+     */
+    remove(view) {
+        const index = this.items.findIndex(it => it.view === view);
+
+        if (index < 0) {
+            return;
+        }
+
+        this.items.splice(index, 1);
+
+        let maxLevel = 0;
+
+        for (const item of this.items) {
+            if (item.level > maxLevel) {
+                maxLevel = item.level;
+            }
+        }
+
+        this.level = maxLevel;
+    }
+
+    /**
+     * Handle.
+     *
+     * @param {KeyboardEvent} event
+     */
+    handle(event) {
+        const items = this.items.filter(it => it.level === this.level);
+
+        if (items.length === 0) {
+            return;
+        }
+
+        if (Ui.getConfirmCount()) {
+            return;
+        }
+
+        const key = Espo.Utils.getKeyFromKeyEvent(event);
+
+        for (const item of items) {
+            const subject = item.keys[key];
+
+            if (!subject) {
+                continue;
+            }
+
+            if (typeof subject === 'function') {
+                subject.call(item.view, event);
+
+                break;
+            }
+
+            event.preventDefault();
+            event.stopPropagation();
+
+            const methodName = 'action' + Espo.Utils.upperCaseFirst(subject);
+
+            if (typeof item.view[methodName] === 'function') {
+                item.view[methodName]();
+
+                break;
+            }
+        }
+    }
+}

client/src/helpers/site/tabs.js

@@ -0,0 +1,216 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+export default class TabsHelper {
+
+    /**
+     * @param {import('models/settings').default} config
+     * @param {import('models/preferences').default} preferences
+     * @param {import('models/user').default} user
+     * @param {import('acl-manager').default} acl
+     * @param {import('metadata').default} metadata
+     * @param {import('language').default} language
+     */
+    constructor(config, preferences, user, acl, metadata, language) {
+        /** @private */
+        this.config = config;
+        /** @private */
+        this.preferences = preferences;
+        /** @private */
+        this.user = user;
+        /** @private */
+        this.acl = acl;
+        /** @private */
+        this.metadata = metadata;
+        /** @private */
+        this.language = language;
+    }
+
+    /**
+     * @typedef {Object} TabsHelper~item
+     * @property {string} [url]
+     * @property {string} [text]
+     * @property {'url'|'divider'} [type]
+     * @property {(TabsHelper~item|string)[]} [itemList]
+     */
+
+    /**
+     * Get the tab list.
+     *
+     * @return {(TabsHelper~item|string)[]}
+     */
+    getTabList() {
+        let tabList = this.preferences.get('useCustomTabList') && !this.preferences.get('addCustomTabs') ?
+            this.preferences.get('tabList') :
+            this.config.get('tabList');
+
+        if (this.preferences.get('useCustomTabList') && this.preferences.get('addCustomTabs')) {
+            tabList = [
+                ...tabList,
+                ...(this.preferences.get('tabList') || []),
+            ];
+        }
+
+        return Espo.Utils.cloneDeep(tabList) || [];
+    }
+
+    /**
+     * Is a tab a divider.
+     *
+     * @param {string|{type?: string}} item
+     */
+    isTabDivider(item) {
+        return typeof item === 'object' && item.type === 'divider';
+    }
+
+    /**
+     * Is a tab more-delimiter.
+     *
+     * @param {string|{type?: string}} item
+     */
+    isTabMoreDelimiter(item) {
+        return item === '_delimiter_' || item === '_delimiter-ext_';
+    }
+
+    /**
+     * Is a tab a URL.
+     *
+     * @param {string|{type?: string}} item
+     */
+    isTabUrl(item) {
+        return typeof item === 'object' && item.type === 'url';
+    }
+
+    /**
+     * Is a tab a group.
+     *
+     * @param {string|{type?: string}} item
+     */
+    isTabGroup(item) {
+        if (!this.isTabDivider(item) && !this.isTabUrl(item) && typeof item === 'object') {
+            return true;
+        }
+
+        return false;
+    }
+
+    /**
+     * Is a tab a scope.
+     *
+     * @param {string|{type?: string}} item
+     */
+    isTabScope(item) {
+        if (typeof item === 'object' || this.isTabMoreDelimiter(item) || item === 'Home') {
+            return false;
+        }
+
+        return true;
+    }
+
+    /**
+     * Get a translated tab label.
+     *
+     * @param {{text?: string}|string} item
+     */
+    getTranslatedTabLabel(item) {
+        const translateLabel = label => {
+            if (label.indexOf('$') === 0) {
+                return this.language.translate(label.slice(1), 'navbarTabs');
+            }
+
+            return label;
+        };
+
+        if (this.isTabDivider(item) || this.isTabUrl(item) || this.isTabUrl(item) || this.isTabGroup(item)) {
+            if (item.text) {
+                return translateLabel(item.text);
+            }
+
+            return ''
+        }
+
+        if (item === 'Home') {
+            return this.language.translate('Home');
+        }
+
+        if (typeof item === 'object') {
+            return '';
+        }
+
+        return this.language.translate(item, 'scopeNamesPlural');
+    }
+
+    /**
+     * Check tab access.
+     *
+     * @param {Record|string} item
+     * @return {boolean}
+     */
+    checkTabAccess(item) {
+        if (this.isTabUrl(item)) {
+            if (item.onlyAdmin && !this.user.isAdmin()) {
+                return false;
+            }
+
+            if (!item.aclScope) {
+                return true;
+            }
+
+            return this.acl.check(item.aclScope);
+        }
+
+        if (item === 'Home' || this.isTabMoreDelimiter(item)) {
+            return true;
+        }
+
+        /** @type {Record<string, {disabled?: boolean, acl?: boolean, tabAclPermission?: string}>} */
+        const scopes = this.metadata.get('scopes') || {};
+
+        if (!scopes[item]) {
+            return false;
+        }
+
+        const defs = scopes[item] || {};
+
+        if (defs.disabled) {
+            return false;
+        }
+
+        if (defs.acl) {
+            return this.acl.check(item);
+        }
+
+        if (defs.tabAclPermission) {
+            const level = this.acl.getPermissionLevel(defs.tabAclPermission);
+
+            return level && level !== 'no';
+        }
+
+        return true;
+    }
+}

client/src/helpers/site/window-panel-helper.js

@@ -0,0 +1,131 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+import {inject} from 'di';
+import ThemeManager from 'theme-manager';
+
+export default class WindowPanelHelper {
+
+    /**
+     * @type {import('view').default}
+     * @private
+     */
+    view
+
+    /**
+     * @private
+     * @type {boolean}
+     */
+    overflowWasHidden = false
+
+    /**
+     * @private
+     */
+    onResizeBind
+
+    /**
+     * @private
+     * @type {ThemeManager}
+     */
+    @inject(ThemeManager)
+    themeManager
+
+    /**
+     * @param {import('view').default} view
+     */
+    constructor(view) {
+        this.view = view;
+
+        view.listenToOnce(view, 'remove', () => {
+            window.removeEventListener('resize', this.onResizeBind)
+
+            if (this.overflowWasHidden) {
+                document.body.style.overflow = 'unset';
+
+                this.overflowWasHidden = false;
+            }
+        });
+
+        this.onResizeBind = this.onResize.bind(this);
+
+        window.addEventListener('resize', this.onResizeBind);
+
+        this.navbarPanelHeightSpace = this.themeManager.getParam('navbarPanelHeightSpace') ?? 100;
+        this.navbarPanelBodyMaxHeight = this.themeManager.getParam('navbarPanelBodyMaxHeight') ?? 600;
+        this.xsWidth = this.themeManager.getParam('screenWidthXs');
+
+        this.onResize();
+    }
+
+    /**
+     * @private
+     */
+    onResize() {
+        const windowHeight = window.innerHeight;
+        const windowWidth = window.innerWidth;
+
+        const panelBody = this.view.element?.querySelector('.panel-body');
+        const heading = this.view.element?.querySelector('.panel-heading');
+
+        if (!(panelBody instanceof HTMLElement)) {
+            return;
+        }
+
+        const diffHeight = heading?.outerHeight ?? 0;
+
+        const cssParams = {};
+
+        if (windowWidth <= this.xsWidth) {
+            cssParams.height = (windowHeight - diffHeight) + 'px';
+            cssParams.overflow = 'auto';
+
+            document.body.style.overflow = 'hidden';
+
+            this.overflowWasHidden = true;
+        } else {
+            cssParams.height = 'unset';
+            cssParams.overflow = 'none';
+
+            if (this.overflowWasHidden) {
+                panelBody.style.overflow = 'unset';
+
+                this.overflowWasHidden = false;
+            }
+
+            if (windowHeight - this.navbarPanelBodyMaxHeight < this.navbarPanelHeightSpace) {
+                const maxHeight = windowHeight - this.navbarPanelHeightSpace;
+
+                cssParams.maxHeight = maxHeight + 'px';
+            }
+        }
+
+        for (const [param, value] of Object.entries(cssParams)) {
+            panelBody.style[param] = value;
+        }
+    }
+}

client/src/helpers/util/debounce.js

@@ -0,0 +1,157 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2026 EspoCRM, Inc.
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+/**
+ * A debounce helper.
+ *
+ * @since 9.1.0
+ */
+export default class DebounceHelper {
+
+    /**
+     * @type {boolean}
+     * @private
+     */
+    blocked = false
+
+    /**
+     * @type {boolean}
+     * @private
+     */
+    blockedInProcess = false
+
+    /**
+     * @type {boolean}
+     * @private
+     */
+    calledWhenProcessBlocked = false
+
+    /**
+     * @type {number}
+     * @private
+     */
+    interval = 500
+
+    /**
+     * @type {number}
+     * @private
+     */
+    blockInterval = 1000
+
+    /**
+     * @type {number}
+     * @private
+     */
+    blockedCallCount = 0
+
+    /**
+     * @type {number|null}
+     * @private
+     */
+    blockTimeoutId = null
+
+    /**
+     * @param {{
+     *     handler: function(...*),
+     *     interval?: number,
+     *     blockInterval?: number,
+     * }} options
+     * @param options
+     */
+    constructor(options) {
+        /**
+         * @private
+         * @type {function(...*)}
+         */
+        this.handler = options.handler;
+
+        this.interval = options.interval ?? this.interval;
+        this.blockInterval = options.blockInterval ?? this.blockInterval;
+    }
+
+    /**
+     * Process.
+     *
+     * @param {...*} [arguments]
+     */
+    process() {
+        const handle = () => {
+            if (this.blocked) {
+                this.blockedCallCount ++;
+
+                return;
+            }
+
+            if (this.blockedInProcess) {
+                this.calledWhenProcessBlocked = true;
+
+                return;
+            }
+
+            this.handler(arguments);
+
+            this.blockedInProcess = true;
+
+            setTimeout(() => {
+                const reRun = this.calledWhenProcessBlocked;
+
+                this.blockedInProcess = false;
+                this.calledWhenProcessBlocked = false;
+
+                if (reRun) {
+                    handle();
+                }
+            }, this.interval);
+        };
+
+        handle();
+    }
+
+    /**
+     * Block for a while.
+     *
+     * @since 9.2.0
+     */
+    block() {
+        this.blocked = true;
+
+        if (this.blockTimeoutId) {
+            clearTimeout(this.blockTimeoutId);
+        }
+
+        this.blockTimeoutId = setTimeout(() => {
+            this.blocked = false;
+            const toProcess = this.blockedCallCount > 1;
+            this.blockedCallCount = 0;
+
+            if (toProcess) {
+                this.process();
+            }
+        }, this.blockInterval)
+    }
+}