From 2885bc12289f7f7c71e0d2e2ccbd05190a5bcf19 Mon Sep 17 00:00:00 2001 From: Scott Pouliot Date: Mon, 4 May 2026 09:35:31 -0400 Subject: [PATCH] Update help docs and AI knowledge base for new features MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit GettingStarted: add 'Using on Mobile — Add to Home Screen' section covering iOS Safari install flow, Android Chrome install, and PWA benefits (full-screen, persistent camera permission). Includes Safari-required warning for iOS. Inventory: add 'Catalog Lookup & Label Scanner' section covering smart catalog search (filters out existing inventory, vendor-scoped with fallback), AI Lookup fallback, camera label scanner (catalog-first then AI), and the add-stock prompt when a scanned product is already in inventory. HelpKnowledgeBase: sync both of the above for the AI Help Assistant, plus add catalog lookup / label scanner detail to the INVENTORY section. Co-Authored-By: Claude Sonnet 4.6 --- .../Helpers/HelpKnowledgeBase.cs | 34 +++++++++++++ .../Views/Help/GettingStarted.cshtml | 51 +++++++++++++++++++ .../Views/Help/Inventory.cshtml | 49 ++++++++++++++++++ 3 files changed, 134 insertions(+) diff --git a/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs b/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs index bd59514..f139753 100644 --- a/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs +++ b/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs @@ -445,6 +445,14 @@ public static class HelpKnowledgeBase - Every scan log is recorded as a JobUsage or Adjustment InventoryTransaction and immediately reduces QuantityOnHand; visible in Inventory Activity ledger - First-time scan on a new device requires login; browser caches the session after that + **Catalog Lookup & Label Scanner (when adding/editing inventory items):** + - When creating or editing an inventory item, click the **Lookup** button next to the SKU/Part Number field to search a built-in platform catalog of thousands of Prismatic Powders and other manufacturer SKUs. Select a match to auto-fill name, manufacturer, color code, finish, coverage rate, SDS/TDS links, and cure specs. + - The catalog only shows products not already in the company's inventory (prevents duplicates). When editing, the item's own catalog entry is always shown. + - If no catalog match is found, the lookup falls back to **AI Lookup** — Claude searches the web for product specs and fills in what it finds. + - If a vendor is selected first, the search is scoped to that vendor; if nothing matches it automatically widens to all vendors. + - Click the **camera icon** (next to the Lookup button) to open the **Label Scanner** — point the phone camera at a QR code on a powder bag to identify the product automatically. It checks the platform catalog first; if not found, AI analyzes the label image. + - If the scanned product **already exists** in the company's inventory, a modal appears offering to **Add Stock** to the existing item instead — enter quantity received and optional updated cost. No duplicate item is created. + **Powder Insights:** [/PowderInsights](/PowderInsights) — AI-powered analysis of powder usage trends, efficiency, and cost optimization. Requires at least 10 jobs with powder data; predictive features unlock at 150 jobs. --- @@ -1148,6 +1156,32 @@ public static class HelpKnowledgeBase --- + ## MOBILE APP / ADD TO HOME SCREEN + + Powder Coating Logix works in any phone browser but can also be installed as a **home screen app** (Progressive Web App / PWA) for a better experience. Installation is especially important for shop floor workers who use the label scanner or log usage from their phone. + + **Why install it:** + - Opens full-screen with no browser address bar — feels like a native app + - Camera permission is granted once and remembered permanently (instead of being asked every browser session) + - Faster to launch — one tap from the home screen + + **iOS (iPhone / iPad) — must use Safari:** + iOS only supports home screen installation from Safari. Installing from Chrome or Firefox on iOS creates a regular browser bookmark that does NOT give the standalone or camera-permission benefits. + 1. Open the app in **Safari** (not Chrome or Firefox) + 2. Tap the **Share button** (box with arrow pointing up) at the bottom of Safari + 3. Scroll down and tap **Add to Home Screen** + 4. Confirm the name and tap **Add** + The app icon now appears on the home screen and launches in full-screen mode. + + **Android — Chrome:** + 1. Open the app in Chrome + 2. Chrome may show an **Install App** banner automatically — tap it + 3. If no banner: tap the **menu (⋮)** in the top-right → **Add to Home Screen** or **Install App** + + **Dashboard install banner:** When a mobile user who has not yet installed the app opens the Dashboard, a banner at the top of the page shows device-specific installation instructions. The banner disappears automatically once the app is running as a standalone home screen app, and can also be dismissed manually — it will not reappear after dismissal. + + --- + ## BUG REPORTS **Where:** [Bug Report](/BugReport) diff --git a/src/PowderCoating.Web/Views/Help/GettingStarted.cshtml b/src/PowderCoating.Web/Views/Help/GettingStarted.cshtml index 40902f0..5dfcf13 100644 --- a/src/PowderCoating.Web/Views/Help/GettingStarted.cshtml +++ b/src/PowderCoating.Web/Views/Help/GettingStarted.cshtml @@ -379,6 +379,56 @@ +
+

+ Using on Mobile — Add to Home Screen +

+

+ Powder Coating Logix works in any phone browser, but installing it as a home screen app + gives your shop floor workers a much better experience: +

+
    +
  • Opens full-screen with no browser chrome — feels like a native app.
    • +
  • The camera (used by the inventory label scanner) only asks for permission once after installation, instead of every browser session.
    • +
  • Faster to launch — one tap from the home screen.
    • +
+ + + +

iOS (iPhone / iPad) — Safari only

+
    +
  1. Open the app in Safari.
    2. +
  2. Tap the Share button at the bottom of the screen.
    3. +
  3. Scroll down and tap Add to Home Screen.
    4. +
  4. Confirm the name and tap Add.
    5. +
  5. The app icon appears on your home screen. Tap it to open in full-screen mode.
    6. +
+ +

Android — Chrome

+
    +
  1. Open the app in Chrome.
    2. +
  2. Chrome may show an Install App banner at the bottom automatically — tap it to install.
    3. +
  3. If no banner appears, tap the menu (⋮) in the top-right corner and choose Add to Home Screen or Install App.
    4. +
  4. Confirm and the icon is added to your home screen.
    5. +
+ + +
+
@@ -393,6 +443,7 @@ Roles and Permissions Your First Steps After the Wizard + Using on Mobile
diff --git a/src/PowderCoating.Web/Views/Help/Inventory.cshtml b/src/PowderCoating.Web/Views/Help/Inventory.cshtml index 06de2b9..9740428 100644 --- a/src/PowderCoating.Web/Views/Help/Inventory.cshtml +++ b/src/PowderCoating.Web/Views/Help/Inventory.cshtml @@ -73,6 +73,54 @@ +
+

+ Catalog Lookup & Label Scanner +

+

+ When adding or editing an inventory item, you don't have to type every field manually. + Two shortcuts let you auto-fill product details in seconds: +

+ +

Smart Catalog Lookup

+

+ Click the Lookup button next to the SKU/Part Number field. Type a color name, + SKU, or part number and the system searches a built-in catalog of thousands of Prismatic Powders + and other manufacturer SKUs. Select a match and the form fills in automatically — item name, + manufacturer, color code, finish, coverage rate, SDS/TDS links, and cure specifications. +

+
    +
  • The catalog only shows products not already in your inventory, preventing duplicates. When editing an existing item, its own catalog entry is always shown.
    • +
  • If no catalog match is found, the lookup falls back to AI Lookup — Claude searches the web for product specs and fills in whatever it can find.
    • +
  • If a vendor name is selected in the Vendor field before searching, results are scoped to that vendor first, then broadened automatically if nothing matches.
    • +
+ +

Label Scanner (Camera)

+

+ Click the camera icon next to the Lookup button to open the label scanner. + Point your phone or webcam at the QR code printed on a powder bag or manufacturer label. + The scanner reads the code and attempts to identify the product: +

+
    +
  1. If the QR code matches a product in the platform catalog, the form fills in automatically — same as a manual catalog lookup.
    2. +
  2. If no catalog match is found, the AI analyzes the label image and fills in whatever details it can extract (color name, SKU, manufacturer, finish).
    3. +
  3. + If the scanned product is already in your inventory, a prompt appears to + Add Stock to the existing item instead — enter the quantity received and an + optional updated unit cost, then save. No duplicate item is created. +
    4. +
+ +
+

Stock Levels and Reorder Points @@ -485,6 +533,7 @@