Update help docs and AI knowledge base for new features

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 <noreply@anthropic.com>
This commit is contained in:
2026-05-04 09:35:31 -04:00
parent aa0efe7c6f
commit 2885bc1228
3 changed files with 134 additions and 0 deletions
@@ -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.
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@@ -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.
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## BUG REPORTS
**Where:** [Bug Report](/BugReport)