3 posts tagged with "quotation"

Release date: 2026-06-07

v0.3.39 continues tightening quotation template setup, AI-assisted drafting, global search, and interaction details across business pages.

New features​

• Quotation templates now support Basic information fields, allowing one template to define both quotation header information and calculation fields.
• The AI assistant can now generate, edit, preview, and confirm quotation template drafts directly in chat before saving them as formal templates.

Refinements​

• The quotation calculation page removes the redundant Other item from management fees and renames the related breakdown section to Other fees.
• The quotation template edit modal now uses a cleaner top-field layout and improved horizontal scrolling in the field table, reducing uneven input heights and clipped right-side content.
• Quotation templates now include Basic information fields alongside calculation fields, and the AI assistant can generate, edit, preview, and confirm quotation template drafts directly in chat.
• Searchable quotation basic fields now filter and highlight matches as you type, while plastic-type and steel-type suggestions focus on material names only.
• The quotation export info sidebar now uses a centered icon-only close button, the empty-image hint stays centered, hover and keyboard-focus states in the export tabs feel lighter, the image picker is presented as a centered thumbnail popover with continuous switching, and the top quotation action bar no longer shifts slightly while scrolling.
• Deleting quotation attachments now uses an in-app confirmation modal instead of the browser's system confirm dialog.
• The global floating AI assistant button has been removed from the bottom-right corner. Entry points in the AI Assistant page and sidebar remain available.
• Global search now supports Chinese pinyin lookup. Customers, molds, products, quotations, tasks, materials, suppliers, projects, templates, favorites, File Assistant items, and chat search can use full pinyin or initials while preserving the existing Chinese, English, and numeric search behavior.
• Keyword highlight styling is now unified across search results in business lists, chat, AI, File Assistant, favorites, settings search, image prompts, and translation history.
• Mold management, mold development, mold revision, product management, style management, customer management, supplier management, plastic management, steel management, project management, and backend subpages now align with the quotation-management layout, spacing, search toolbar, list panels, empty states, and primary action visuals. The touched pages also replace Ant Design components and icons with the shared compatibility layer and semantic theme styles.
• The quotation list header now adds filter and sort entry points for quotation number, title, customer, creator, total amount, and status to match other business-management tables.
• Width-overflow issues are fixed in the quotation list toolbar, quotation basic information, quotation calculation page, and quotation template modal so status filters, field labels, amount units, template field tables, and the bottom total bar no longer collide.
• The app title bar removes the forward and back buttons while keeping sidebar and in-page return paths, reducing top-level noise on management pages.
• Window-control icons in the client title bar are visible again, and the DEBUG button now reflects the actual DevTools open state with an active background.
• The default mold-type label in quotation templates and quotation details now shows the Chinese text 塑胶模具, while the internal enum value remains stable and is no longer exposed to business users.
• File Assistant, LAN Assistant, and Sync Assistant now let the file list stretch closer to the bottom of the page. The LAN Assistant home view removes the transfer-log placeholder, moves transfer logs into Settings, and merges upload/download indicators in subscription quota into a single icon.

Notes​

• These release notes continue to record only user-visible application changes, not internal development or build-process adjustments.

Release date: 2026-06-06

v0.3.38 continues polishing quotation image export so repeated layout work can become a saved, reusable preference.

New features​

• Quotation image export now includes a preferences menu for saving layout side, background, text scale, title/label/watermark toggles, and selected fields.
• Saved preferences can be renamed, applied, and deleted, making it easier to keep separate export styles for different customers or quotation scenarios.
• The export toolbar now includes an image picker for switching between quotation attachment images or uploading a new image into the current quotation.

Refinements​

• Quotation image export supports text scaling, and the information panel spacing adapts to the selected size to reduce crowded layouts.
• When many fields are shown, the export view now compresses card height, text size, and spacing automatically to avoid clipping at the bottom. The preferences, display-settings, and field-picker popovers also use more consistent button alignment.
• Display settings, selected fields, and field order are remembered across quotations, while per-quotation image transforms stay tied to that quotation.
• Quotation basic fields such as currency, mold type, plastic type, and steel type support searchable custom input, and mold cavity count can preserve values such as 1+1 or 2 出 4.

Fixes​

• Plastic and steel preset imports now recognize more duplicate-material-code responses from the backend, avoiding unclear errors when an existing code is skipped.

Notes​

• These release notes continue to record only user-visible application changes, not internal development or build-process adjustments.

Release date: 2026-06-04

v0.3.37 finishes a focused round of quotation export, material-library management, and denser desktop workspace polish.

New features​

• The quotation export page now includes an image layout designer that combines the lead quotation image or a temporary upload with product details, pricing, and terms into a 1600x1000 shareable image.
• The image layout supports left-right placement, draggable image width, middle-mouse panning, wheel zooming, field ordering, and one-click image copy.
• Plastic and steel management now include preset imports for common injection plastics and mold steels, with a preview of records to create or skip before anything is written.

Refinements​

• Quotation export display options now live in an icon menu. Fit image maximizes the visible image without cropping, the preview scales to the available workspace size to avoid page scrolling, the empty-info hint stays centered and can open the field picker directly, and the print/PDF plus Excel entry points are temporarily removed.
• Plastic and steel management now use the same lightweight management-page style as quotations, including live search, compact lists, empty states, edit modals, and icon-contained steel filters.
• The desktop sidebar and utility title bar are more compact, leaving more vertical room for page content.

Fixes​

• The plastic list API now accepts a unified search parameter so one query can match both material code and material name.
• A mistakenly generated literal $CODEX_HOME/ cache directory is now ignored to avoid accidental commits of automation runtime cache files.

Notes​

• These release notes continue to record only user-visible application changes, not internal development or build-process adjustments.