docs: TallyFlow Scout marketing + Edge/Print/Capture feature refresh

Review tallyflow-assets-iot (TallyFlow Scout v0.5.3): Collect, Verify, Locate with Edge remote reader / offline CSV locate. Clarify Scout does not replace Core Assets. Refresh Edge, Print parent-container and multi- unit identity notes, Capture share/offline/barcode notes, architecture, use cases, capabilities, and website drafts after src/ repo pulls.
2026-07-27 15:59:32 -04:00
parent cf1e09e1c4
commit 8f4ed8a306
23 changed files with 292 additions and 151 deletions
@@ -13,6 +13,7 @@ This note will contain ongoing code review findings across the TallyFlow ecosyst
 - [x] tallyflow-print (print/encoding backend)-ui
 - [x] tallyflow_spreadsheet_importer (Flutter spreadsheet import tool)
 - [x] flutter_tallyflow_iot_rest_client (Flutter REST client for Edge)
+- [x] tallyflow-assets-iot (**product: TallyFlow Scout**; Collect/Verify/Locate for Edge) — [[tallyflow-scout]]

 ## General Observations
 (Notes will be added here as review progresses)
@@ -11,4 +11,7 @@ iOS implementation of PhotoTag (now TallyFlow Capture) — mobile photo + barcod
 - Has submission docs (README-SUBMISSION.md)

 ## Note on Duplication
-This is one of several implementations of capture functionality (compare to tallyflow-decode Flutter and phototag-web).
+This is one of several implementations of capture functionality (compare to tallyflow-decode Flutter and phototag-web).
+
+## Jul 2026 pull notes
+- Offline categories cache; connection settings usable with Admin Lock; category filter; diagnostics upload with Admin PIN; multi-capture crash/race fixes; session counter persistence.
@@ -10,4 +10,8 @@ Web interface for PhotoTag (TallyFlow Capture).
 - Likely mirrors some of tallyflow-web's asset/photo workflows

 ## Note on Duplication
-Vue implementation of capture features that overlap with tallyflow-web. Good candidate for consolidation or clear branding separation in the new tallyflow.com site.
+Vue implementation of capture features that overlap with tallyflow-web. Good candidate for consolidation or clear branding separation in the new tallyflow.com site.
+
+## Jul 2026 pull notes
+- **v2.2.x public share collections** — create/edit public shares, combine mode, SDG branding on public list, download/open fixes.
+- Market as controlled external photo sharing for Capture web, not a full DAM.
@@ -1,33 +1,39 @@
 # TallyFlow Edge Review (repo: tallyflow-iot)

-**Tech Stack:** Rust (Cargo workspace) + Leptos (web UI)
+**Product name:** TallyFlow Edge (repo/package still `tallyflow-iot`)  
+**Tech stack:** Rust (Cargo workspace) + Leptos CSR web UI  
+**Branches reviewed:** `develop` through `81fa9d8` (July 2026 pull)

 ## Structure
- `core/`: Main service/library
-  - RFID drivers (Impinj, Zebra, ATID ATF862 / Invengo XC-RF861 — same reader rebranded)
-  - Barcode support (Zebra, SNAPI)
-  - REST API v1
-  - Real-time tag streaming
-  - Reader config/control
-  - Runs as an always-on Windows or Linux service
- `web/`: Leptos CSR web interface
-  - Reader health monitoring
-  - Live tag streaming with filtering
-  - Start/stop controls
-  - Imports types directly from `core` (no duplication)

-## Key Capabilities
- Hardware abstraction for multiple RFID vendors
- Real-time data pipeline from readers → REST → web UI
- Designed for always-on Edge deployment
- Strong documentation (REST_API.md, LIBRARY.md, etc.)
+- `core/` — service/library  
+  - RFID drivers: Impinj, Zebra, **ATID ATF862 / Invengo XC-RF861 (Master mode)**  
+  - Barcode: SNAPI / Aurora / wedge paths  
+  - **Remote reader** REST API (mobile/handheld submit — used by **TallyFlow Scout**)  
+  - REST API v1, live tag streaming, reader start/stop/health  
+  - **Reader-side filtering** (for quotes such as RMS tunnel/filter needs — validate in field)  
+  - Keyboard wedge + optional lookup filter (e.g. Assa Abloy patterns)  
+  - Egress processors: CSV logger, REST, AMQP → TallyFlow  
+  - **MCP** Streamable HTTP at `/mcp` (health, readers, tags; statistics-oriented skills expanded)  
+  - Windows Service install path  
+- `web/` — Leptos UI: reader health, live stream/filter, start/stop, improved statistics display  

-## Relevance to TallyFlow Platform
- Primary ingestion layer for RFID/Edge data
- Feeds the web app, reporting, and exception systems
- Complements tallyflow-web (which consumes the data)
+## Key capabilities (market carefully)

-## Next Steps for Review
- Inspect `core/src/` for reader driver implementations
- Review REST API endpoints in REST_API.md
- Check web/ Leptos components for UI patterns
+- Multi-vendor fixed RFID + remote/handheld readers under one site edge  
+- Unified tag feed → CSV / REST / AMQP  
+- Ops UI without vendor tools  
+- MCP read-oriented copilot surface (not autonomous dock control by default)  
+- Companion handheld: [[TallyFlow Scout]] (Collect / Verify / Locate)
+
+## Relevance
+
+- Primary **site edge** ingestion for docks, tunnels, and multi-reader plants  
+- Can feed Core via AMQP; can stand alone with CSV/REST and customer apps (e.g. Alice+Olivia console)  
+- Scout is the supported mobile remote-reader experience for Edge  
+
+## Next review steps
+
+- Confirm shipped MCP tool list vs docs after statistics/MCP skill commits  
+- Document ATF862 Master mode hardware prerequisites  
+- Field-test reader-side filtering before strong marketing claims  
@@ -85,3 +85,15 @@ Operator → TallyFlow Print app → Print API → Print worker → Zebra printe
 - Additional bug fixes and profile enhancements.

 *Last updated: 2026-07-17 by Hermes Agent (after develop pull using hermes_agent_ed25519 key)*
+
+
+## Recent Changes (develop pull - 2026-07-27)
+
+**Theme:** Parent container namespace + safer multi-unit retail identity + register preflight.
+
+- Reserve **SDG RAIN assignment 8000** for parent container tags (Internal/simple CIN and part-serial reject 8000 for customer unit tags).
+- Inject **per-unit AI 21** into retail GS1-128 companion barcodes (quantity > 1 no longer identical GTIN+lot barcodes).
+- **Reject print-and-register** when units share identity tags (post-print preflight; clear Core collision error).
+- Print UI: hide retail parent linking; require serials for multi-unit register; same 8000 parent reservation on Internal tags.
+
+*Marketing implication:* Prefer concrete language — parent/container EPC namespace, unique serials on multi-unit retail companions, register blocked on duplicate identities — over vague “better serialization.”
@@ -0,0 +1,43 @@
+# TallyFlow Scout Review (repo: tallyflow-assets-iot)
+
+**Product name:** TallyFlow Scout  
+**Package:** `tallyflow_scout`  
+**Version reviewed:** 0.5.3+10 (master `2c479fb`, July 2026)  
+**Tech stack:** Flutter (Material 3), `flutter_hardware_scanner`, optional camera barcode (ML Kit), HTTP client to Edge  
+
+## Role in platform
+
+Handheld **Collect / Verify / Locate** app for **TallyFlow Edge**.  
+**Not** a replacement for **TallyFlow Assets** (`tallyflow_mobile` → Core).
+
+## Destinations
+
+1. **Collect** (nav key still `navUpdate` in l10n) — scan list, submit to Edge remote reader API or export CSV  
+2. **Verify** — GS1 barcode identity vs RFID EPC encodings (`gs1_verify_match`); optional auto-confirm  
+3. **Locate** — offline seek-and-find / geiger (`locate_screen`, RSSI colors aligned with Assets pick-list palette)
+
+## Integration
+
+- Client: `lib/services/tallyflow_iot_client.dart` → `{baseUrl}/api/v1/health`, `/reader/barcode`, `/reader/rfid`
+- Remote reader must exist on Edge (`type = remote`, enabled); reader name must match Settings
+- Offline: Collect + CSV + Locate without server; banner when Edge unreachable
+
+## Hardware
+
+- Android industrial devices via hardware scanner plugin (XR2, ATID AARs, SEUIC, URFID noted in tree)
+- Camera barcode fallback when no hardware scanner / init failure
+- Desktop: simulator always on
+
+## Notable modules
+
+- `epc_mask.dart`, `sdg_rain_decode.dart` — EPC type / Internal part decode  
+- `scan_csv_exporter.dart` — CSV share/save  
+- `l10n` — English + Spanish  
+- Tests cover EPC mask, GS1 verify match, locate finds, CSV export, symbology filter  
+
+## Marketing guardrails
+
+- Say **Scout works with Edge**; **Assets works with Core**
+- Three sections only: Collect, Verify, Locate  
+- Locate offline is a real differentiator for floor find without Core  
+- Do not claim full asset CRUD, zones, or scan-and-print in Scout  
@@ -1,6 +1,6 @@
 # TallyFlow User's Guide

-**Version:** June 2026  
+**Version:** July 2026  
 **Purpose:** This guide provides an overview of TallyFlow’s full product capabilities for operators, administrators, and systems integrators.

 ---
@@ -29,7 +29,7 @@ TallyFlow is particularly well suited for industries requiring reliable identifi
 ### 1. TallyFlow Core (Web Application)
 The central web platform for managing assets, tags, categories, zones, and reporting.

-**Integration Hub:** TallyFlow Assets (Mobile), TallyFlow Print, TallyFlow Capture, and TallyFlow Edge all integrate with TallyFlow Core.
+**Integration hub (Core):** TallyFlow Assets (Mobile), TallyFlow Print, and TallyFlow Capture integrate with TallyFlow Core. **TallyFlow Edge** can feed Core (e.g. AMQP) or stand alone (CSV/REST). **TallyFlow Scout** connects to **Edge**, not Core, and does not replace Assets.

 **Key Capabilities:**
 - Add and manage assets manually
@@ -43,14 +43,17 @@ The central web platform for managing assets, tags, categories, zones, and repor
 - Core web can display and filter photos with tags (integration with Capture app)
 - Integration points for external systems (ERP via API and webhooks)

-### 2. Mobile App (Enroll)
-Mobile application for field data capture and tag enrollment.
+### 2. TallyFlow Assets (Mobile)
+Core-connected mobile app for field asset work (`tallyflow_mobile`). **This is not TallyFlow Scout.**

 **Key Capabilities:**
 - Enroll new tags and associate them with assets
 - Scan and update asset information in the field
+- Lightweight inventory with optional zone moves
+- Geiger-style seek & find for one or many assets
+- **Scan-and-print** — trigger Print jobs from mobile enrollment/scan workflows
 - Support for both barcode and RFID workflows
- Works offline with later synchronization
+- Works offline with later synchronization to Core

 **UX Design (Industrial Focus):**
 - Built with Material 3
@@ -64,7 +67,11 @@ Desktop and mobile application (Flutter) paired with a Rust backend service for
 - Strong **GS1-128 / Case Label** support (GTIN-14 treated as case labels, proper AI (21) serial handling)
 - Dedicated **FSMA 204** 300dpi label templates and ZPL configs for food traceability compliance
 - Pre-configured **workflow profiles** for popular use cases including **FSMA**, **SSCC** (Serialized Shipping Container Code), and internal-use barcode/RFID labeling
- Support for Simple tags, GS1 case tags, parent/child tag structures
+- Support for Internal tags, GS1 case tags, parent/child tag structures
+- **Parent container tags:** SDG RAIN assignment **8000** reserved for parent/container namespace (customer internal tags cannot use 8000)
+- Retail GS1-128 companion barcodes can inject **per-unit AI (21)** serials so multi-unit jobs are not identical GTIN+lot barcodes
+- Print-and-register **rejects** jobs when units would share identity tags (blocks Core collisions)
+- CSV part-catalog import for parts + quantities to print
 - Category names printed on labels
 - Multiple printer management and connection testing
 - Optional automatic registration of printed items as assets in TallyFlow Core
@@ -77,29 +84,38 @@ Desktop and mobile application (Flutter) paired with a Rust backend service for
 - Orchestrator (category/zone proxy + Core registration)

 ### 4. TallyFlow Capture
-Automated data capture system for fixed and high-volume scanning environments.
+Mobile photo documentation linked to barcodes, RFID, jobs/orders, and categories (formerly PhotoTag). iOS + Android apps with web review.

 **Key Capabilities:**
- Fixed RFID reader integration for continuous asset movement detection
- Gateway and edge processing for real-time data collection
- High-throughput receiving and shipping workflows
- Exception flagging and automated alerts
- Seamless handoff to TallyFlow Core for record updates
+- Capture photos tied to scanned IDs and categories
+- Offline-friendly capture with later upload (categories cacheable; GPS fallback when address lookup fails)
+- Library / detail review; full-resolution viewing
+- **Public share collections** (web) for controlled external photo access
+- Android: barcode symbology selection in Settings; highlight scanned barcodes
+- Integrates with Core for tagged photo visibility where deployed

 ### 5. TallyFlow Edge
-Connectivity layer for sensors, gateways, and connected devices. Runs as an always-on Windows or Linux service.
+Site edge service for fixed and remote RFID/barcode readers. Runs as an always-on Windows or Linux service (repo `tallyflow-iot`).

 **Key Capabilities:**
- Real-time location tracking via Edge gateways and beacons
- Environmental sensor data (temperature, humidity, shock) linked to assets
- Automated status updates without manual scanning
- Edge-to-cloud data pipelines feeding TallyFlow Core
- Support for both short-range (BLE, RFID) and wide-area (LoRa, cellular) IoT networks
- RFID GPIO support for reader triggers and control
- Endpoint configuration available for Edge and Mobile readers
- ERP integration via keyboard wedge, database integration, and spreadsheet output
- Optional custom receiving or shipping user interface that integrates with an ERP system
- Compatible with TallyFlow Core deployed in the cloud or on-premises
+- Multi-reader management (e.g. Impinj, Zebra fixed readers; ATID ATF862 Master mode where supported)
+- Unified tag stream with ops UI (start/stop, health, statistics)
+- **Remote reader API** for handhelds — used by **TallyFlow Scout**
+- Reader-side filtering (site-specific; validate before promising)
+- Egress: CSV/spreadsheet, REST, AMQP → TallyFlow Core
+- Keyboard wedge (+ optional lookup) into focused ERP/apps
+- MCP read tools for AI copilots (health/readers/recent tags — not autonomous dock control by default)
+- Compatible with Core in cloud or on-premises, or standalone without Core
+
+### 6. TallyFlow Scout
+Handheld Flutter app for **Edge** floors (`tallyflow-assets-iot`). **Does not replace TallyFlow Assets.**
+
+**Three sections:**
+- **Collect** — scan barcode/RFID; submit to Edge as a remote reader, or export CSV offline
+- **Verify** — GS1 barcode vs RFID EPC identity match (SGTIN/SSCC/GRAI/GIAI-style)
+- **Locate** — seek-and-find by EPC/GTIN/part with geiger feedback; works offline without Edge
+
+**Hardware:** Industrial Android scanners (e.g. Janam XR2, ATID, SEUIC, URFID); camera barcode fallback; desktop simulator for demos. EN/ES UI.

 ---

@@ -107,8 +123,8 @@ Connectivity layer for sensors, gateways, and connected devices. Runs as an alwa

 TallyFlow supports multiple ways to bring tags and asset data into the system:

-1. **Mobile App – Enroll**  
-   Field operators enroll tags directly via the mobile application.
+1. **TallyFlow Assets (Mobile)**  
+   Field operators enroll, inventory, locate, and scan-and-print against Core.

 2. **TallyFlow Core (Web)**  
   Manual asset creation with tag assignment.
@@ -119,11 +135,11 @@ TallyFlow supports multiple ways to bring tags and asset data into the system:
 4. **TallyFlow Print**  
   On-demand tag printing and encoding with optional automatic Core registration. Supports prefix/serialization logic, parent/child relationships, and category-aware labeling.

-5. **TallyFlow Capture (Automated)**  
-   Fixed readers and gateways automatically detect and record tag movements.
+5. **TallyFlow Capture**  
+   Photo + barcode/RFID documentation into Capture/Core workflows.

-6. **Edge Devices**  
-   Sensors and connected devices push location, condition, or status data directly into the platform.
+6. **TallyFlow Edge (+ Scout)**  
+   Fixed readers and Scout handheld Collect submit into the site edge feed (CSV/REST/AMQP/Core as configured).

 ---

@@ -131,7 +147,7 @@ TallyFlow supports multiple ways to bring tags and asset data into the system:

 TallyFlow is a **distributor** of Atid handheld RFID readers (such as the AT909) to systems integrators. These devices are commonly used for mobile scanning and enrollment workflows.

-The platform also supports fixed RFID readers, edge gateways, and sensor devices through the Capture and Edge modules.
+The platform also supports fixed RFID readers through **TallyFlow Edge**, and handheld industrial scanners for **Assets** and **Scout**.

 **Note:** TallyFlow does not currently provide native support for AEI (Automatic Equipment Identification) tags used in the rail industry.

@@ -140,9 +156,9 @@ The platform also supports fixed RFID readers, edge gateways, and sensor devices
 ## Typical Workflows

 - **Asset Onboarding:** Print/encode a tag using TallyFlow Print → optionally register in Core.
- **Field Operations:** Use mobile app to locate assets, update status, or enroll new items.
- **Automated Receiving/Shipping:** Fixed readers (Capture) detect tagged assets moving through dock doors or checkpoints.
- **Condition Monitoring:** IoT sensors track environmental data tied to specific assets or shipments.
+- **Field Operations (Core):** Use **Assets** to locate assets, update status, enroll, or scan-and-print.
+- **Field Operations (Edge):** Use **Scout** Collect / Verify / Locate with Edge remote reader or offline CSV/locate.
+- **Automated Receiving/Shipping:** Fixed readers via **Edge** detect tagged assets at docks/tunnels; Scout can add handheld reads to the same site feed.
 - **Bulk Operations:** Import large numbers of assets via Excel.
 - **Compliance & Traceability:** Use category, zone, tag, and Edge data for reporting and audit trails (e.g., FSMA 204 food traceability scenarios).