Feature #4223
closedFeature #4220: User Story: Update Quotation Creation & Approval Flow
Test the parent task #4220
Start date:
10/01/2025
Due date:
% Done:
0%
Estimated time:
4:00 h
Description
QA Test Cases
Button Label
Verify “Create” is changed to “Create Quote”.
Dialog Close Behavior
Click Create Quote → dialog opens.
Click (X) → dialog closes, navigate to Quotation List, new record with status = “Created”.
Quotation List Actions
Verify “Approve” and “Send Link” buttons show for “Created” quotes.
Click Approve → status updates to Approved.
Click Send Link → status updates to Link Sent.
Status Flow
New quote (via close) → Created.
Approve → Approved.
Send Link → Link Sent.
Edge Cases
API failure on create → no record in list.
API failure on navigation → show error message.
Subtasks
Related issues