Spring '26 Release Notes

sonpito Essentials | Version 2.1.0 | Spring 2026 (released 7/14/26)

sonpito Essentials 2.1.0 introduces the Work Prioritizer — a new mobile widget that helps field teams focus on what matters most — alongside a richer inspection experience, PM scheduling workflow, automatic asset cost tracking, and a foundational security upgrade that keeps every subscriber's data safe. Here's what's new.

Features and Enhancements

Work Prioritizer — New Mobile Widget for Field Teams

The Work Prioritizer is a new widget that lives on the mobile home screen and gives field technicians and coordinators a single, ranked view of their most critical open work for the next 14 days — across work orders, inspections, cases, and tasks — without needing to check each record type separately.

Every item assigned to the current user is automatically classified into one of three priority tiers:

  • Emergency / Critical — work orders typed as Emergency or with a Priority of Critical, and safety inspections that are overdue. These surface at the top of the widget and require immediate attention.

  • High Priority — items due within the next seven days, work orders with a High priority, and safety inspections that are not yet overdue.

  • Medium / Low Priority — everything else that is open and assigned, including routine inspections, floor walks, and standard-priority work orders.

Each tier shows a count of open items and loads them in pages, so the widget stays fast even when a user has a large backlog. Tapping any item navigates directly to that record.

Inspection-aware priority rules. Inspections are classified on logic specific to their type. A Safety Inspection that is overdue escalates to Emergency; one that is current surfaces as High Priority. Routine Inspections and Floor Walks are capped at Medium, reflecting their scheduled, non-urgent nature.

Accurate overdue detection across all work types. A record is considered overdue when its due date has passed today. Work orders use their end date, falling back to start date. Inspections use their due date. Tasks use their activity date. Cases carry no due date and are never marked overdue.

Asset Cost Tracking — Automatic Lifetime Cost Rollup

Work order costs now roll up to the linked asset automatically, giving you an always-current picture of what each piece of equipment has cost to maintain over its lifetime.

Three fields on every Asset record are kept up to date automatically:

  • Total Cost to Date — the sum of all work order total costs linked to this asset

  • Subtotal Cost to Date — sum of work order subtotals (before tax)

  • Taxes to Date — sum of all tax amounts from linked work orders

A Work Order count field is also maintained, so you can see at a glance how many work orders have been completed against the asset.

Costs update on every relevant event — when a work order is created with a cost, when costs are updated, and when a work order is deleted (the deleted amount is automatically removed from the asset totals). If a work order is moved from one asset to another, both the old and new asset totals are recalculated.

This makes it straightforward to evaluate whether an asset is approaching end-of-life based on real maintenance spend, without needing custom reports or manual tracking.

Inspection Management — Redesigned UI and Parent/Child Hierarchy View

A dedicated component for Parent Inspections. When an inspection record uses the Parent Inspection record type, a new Child Inspections panel now appears on the record page. This panel displays all linked child inspections as summary cards, each showing:

  • A live progress ring indicating percentage of inspection items completed

  • Current status with a colour-coded badge

  • Assigned owner or queue

  • Due date

  • Item count progress (e.g. "8 / 12 items")

This gives supervisors and coordinators a clear, at-a-glance view of how a full inspection programme is progressing without needing to open each child record individually.

Improved Inspection Completion component on desktop. The desktop inspection completion view has been redesigned with a cleaner, more responsive layout:

  • Progress, photos, tasks, and cases are shown as distinct summary stat cards at the top of the page. Clicking the photos card opens the photo carousel; clicking tasks or cases navigates directly to those filtered lists.

  • The progress ring has been rebuilt using modern CSS rendering techniques, eliminating visual glitches on certain screen sizes.

  • The overall layout is more stable across different browser window widths.

PM Schedule Builder — New Guided Wizard for Preventive Maintenance

The PM Schedule Builder is a new guided wizard for creating preventive maintenance schedules. It walks coordinators through selecting a Work Order Template, choosing assets, setting frequency and dates, and reviewing before committing — all in a single step-by-step flow.

Context-aware asset selection. Launching the wizard from an Asset record pre-selects that asset and skips the selection step. Launching from a Product record pre-filters the asset list to that product using cascading Family → Type → Brand filters. Multi-select is fully supported via a Lightning datatable, and a dynamic asset cap — calculated from the number of line items on the chosen Work Order Template — is enforced with a progress bar indicator.

Scoped duplicate detection. Before a schedule is created, the system checks whether any selected assets already have an active schedule with the same template and frequency combination. If a conflict exists, the warning screen shows the conflicting schedule's name, start date, end date, and frequency for each affected asset. The coordinator can choose to replace the existing schedule or keep both and proceed. A different template or frequency is treated as a legitimate parallel schedule and does not trigger a warning.

Cancel open work orders from the PM Schedule record. A "Cancel Schedule" quick action on the PM Schedule record page allows a coordinator to bulk-cancel all linked work orders that are New or Scheduled. Work orders that are In Progress or Completed are left untouched. The quick action makes the cancellation intentional and deliberate — nothing is cancelled automatically when a schedule status changes.

Signature Capture

Work orders and inspections now support signature capture, allowing a user to sign directly on the record to approve or confirm work completion.

Under the Hood — Platform Security Upgrade

sonpito Essentials 2.1.0 completes a platform security upgrade that has been in progress since AppExchange approval in October 2025. This work is invisible to end users but is important for the long-term integrity of every subscriber org.

Upgraded to Salesforce API version 66.0 (Spring '26). All Apex classes, Lightning Web Components, and flows in the package now target the latest Salesforce API version, ensuring compatibility with Spring '26 and future platform releases.

Tighter data access controls throughout. The package has migrated from an older Salesforce data security pattern to the modern, more granular approach introduced in Spring '26. In practical terms, this means every database query and data write in sonpito is now explicitly scoped to the permissions of the running user, with no ambiguity. Affected components include Asset management, Inspection management, File and image handling, Location queries, and the Product image viewer.

Install handlers use the correct elevated access pattern. Package install and upgrade scripts now use the appropriate elevated access where legitimately required (for example, setting up permission sets during installation), while all other operations retain user-scoped access. This resolves a security pattern finding and ensures the package installs correctly on all supported editions.

Performance improvement in security logging. The security audit logger now caches schema lookups rather than re-fetching them on every call, reducing unnecessary API overhead in high-volume operations.

Compatibility

sonpito Essentials 2.1.0 requires Salesforce Enterprise Edition or higher. Unlimited Edition and Agentforce 1 Service Edition are fully supported. No changes to the minimum edition requirement from the previous release.