Feature #4220
openUser Story: Update Quotation Creation & Approval Flow
70%
Description
Title: As a Manager/Admin, I want to rename the create button, add a close option to the approval dialog, and manage quotation status so that I can clearly create, approve, or send acceptance links from the quotation list.
Acceptance Criteria
Change Button Label
On the quote creation page, rename the “Create” button to “Create Quote”.
Dialog Close Option
After clicking Create Quote, the approval dialog opens.
Add a close (X) button in the top-right corner of the dialog.
Clicking the close (X):
Closes the dialog.
Navigates the user back to the Quotation List page.
The quotation just created should be saved with status “Created”.
Quotation List Updates
In the Quotation List, for items with status = “Created”, display:
Approve button → continues the current approval flow.
Send Link button → continues the current send acceptance link flow.
Existing flows for “Approve” and “Send Link” remain unchanged.
Status Handling
When created via close (X) → status = Created.
When approved → status = Approved.
When acceptance link sent → status = Link Sent.
Error Handling
If quotation creation fails, show error message and prevent navigation.
If navigating to list fails, stay on current page and show error message.
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