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SARA 3.26.26

Release archive Β· Latest release

🆕 New Features

Organization chart

  • New "Organization chart" tab inside the Collaborator edit view.
  • Displays the company organizational diagram.
  • For collaborators in multiple departments, the primary department drives their position in the chart.

Location: Human Resources β†’ Collaborators β†’ Organization chart
Affected: Human Resources, General Management


🚀 Improvements

Primary department assignment

  • A new "Primary" checkbox is now available when assigning departments to a collaborator.
  • Only one department can be marked as primary per collaborator.
  • Existing collaborator–department assignments were migrated automatically; no action required.

Location: Human Resources β†’ Collaborators β†’ Departments
Affected: Human Resources


Deactivation validations

  • Deactivating a collaborator now runs dependency checks: personnel reporting to them, open logistics plans, open requisitions, and recurring requisitions.
  • A modal lists any blocking issues so the user can stop the deactivation if needed.
  • The deactivation email now includes the list of detected problems; all SARA permissions assigned to the user are removed on deactivation.

Location: Human Resources β†’ Collaborators β†’ Deactivate collaborator
Affected: Human Resources, Logistics, Purchasing


Vacation color coding in the Logistics Calendar

  • Approved vacation events in the Logistics Calendar now follow the color scheme used by logistics plans.

Location: Logistics β†’ Logistics Administration β†’ Logistics calendar
Affected: Logistics, Human Resources


🔨 Fixes

Refund payment email restored

  • The notification email sent when a refund is marked as paid is delivered again.

Location: Finance β†’ Refunds β†’ Pay refund
Affected: Finance


Quote engine duplicate recipients

  • A person who held the Quote Engine permission through multiple profiles appeared once per profile in the recipients list.
  • The list now shows each person only once.

Location: Sales β†’ Quotes β†’ Quote engine
Affected: Sales


Reopen project on-screen feedback

  • Reopening a project now shows an on-screen confirmation notification.
  • Previously there was no visible feedback when reopening a project.

Location: Operations β†’ Projects β†’ Reopen project
Affected: All


🧩 Miscellaneous and Internal Fixes

  • Product Requisition – Corrected typo in the deactivation warning text ("you won't be able" instead of "you wonΓ’EΒͺt be able").