Refinement, add filtering by client manager to the Client Balance report

Commentary is available in ua and not yet translated to the current language.

It is necessary to see a list of companies or customers of companies grouped by holding company or company, if there is no holding company and at the same time customers without a company.
We plan to make a cut per manager in order to check his clients every month.
While answering, I also mentioned the 3rd fix for this report, you need to restrict the view of this report to employees so that they can only see their customers and the companies where their customers are.

according to the 2nd point, you can add the filter "clients without a company" and so that it can simultaneously work with the "Group by companies" filter enabled, so it will be convenient to view both individually clients who do not have a company, and all of them together.

1. Filtering by client manager 1 hour
2. If the client does not have a company, we can simply show it in a separate line, 1h
3. As a global setting, we can make it show the company or clients only if the user is a manager of one of the employees of this company or in the case of a holding company checkbox (4th point), if the user is a manager of any employee of the entire tree of companies. 2h.
4. Below the “Group by companies” checkbox, additionally check the “Group by company of the highest level in the tree” or something similar. 2h.

Accepted, you can issue an invoice

Add the ability to select the roles that will be assigned such access rights to the report, so that the unselected roles have access to all clients.

Thank you, praye!