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v0.3.36 AI Quotation Drafts Join the Formal Workflow, with Better Agent Permission Controls

Release date: 2026-06-02

v0.3.36 brings quotations into the formal AI business draft workflow and tightens agent permission handling, guarded deletion, and day-to-day quotation workspace details.

New capabilities​

  • Quotations now use the AI business-edit draft workflow. The AI can prepare create or edit drafts from natural language, and users still review and approve them before formal quotation basics are written
  • AI quotation advice is now layered: template fields, custom fees, estimated totals, and pricing rationale are stored as AI suggestions instead of overwriting formal quotation totals
  • The quotation calculation page now includes an AI suggestion area so users can copy suggested fields and custom fees into the editable calculation form before the system recalculates totals
  • After high-risk confirmation, the AI assistant can now actually delete quotations without a resolvable customer name, while skipping quotations already linked to molds, projects, or products
  • The AI assistant composer now includes a + menu and an Agent permission control with full-access, smart, and manual modes; manual remains the default
  • In full-access mode or after a plan has already been approved, the AI assistant can now generate a small batch of test quotations in one run; the system temporarily raises the task budget and caps the batch size to avoid Agent Run exceeded max steps interruptions

Refinements​

  • Terms and conditions now appear before notes in quotation basics, and calculation totals can render in up to four columns to use space more efficiently
  • The AI assistant composer toolbar is tighter: the Agent permission control now uses a borderless pill hover state, today's quota is condensed into a single icon, the permission menu marks full-access in red and manual in green, and the active checkmark moves to the right side
  • Calculation field headings now use a consistent style with grouping icons, and headings outside labor hours and unit price now match their card titles; fee amounts default to thousands, processing unit prices default to yuan, and users can switch between yuan, hundreds, thousands, and ten-thousands inline while the system recalculates against the real amount
  • The default plastic-mold template now uses a wire-cut processing rate of 80 and adds a surface-treatment field under manufacturing costs
  • The quotation template editor compresses its top metadata area into a tighter single-row layout
  • The quotation page tabs now use shorter Chinese labels to reduce header width
  • The quotation export page now includes an image layout editor that combines the lead quotation image or a temporary upload with product details, pricing, and terms into a 1600x1000 shareable image, with left-right layout switching, resizable image width, synchronized image scaling, middle-mouse panning, wheel zoom, draggable info block ordering, collision-aware field sidebar dragging, and one-click copy; display options move into an icon menu, Fit image now maximizes the visible image without cropping, the app shows a success toast after copy, and the print/PDF and Excel entry points are temporarily removed

Safety boundary​

  • AI still cannot directly write quotation status, formal totals, line items, or formula results; those must continue through the quotation workspace calculation flow

Notes​

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