Initial commit: Canteen Asset Geolocation Tool v2

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# Canteen Asset Tracker — Features Walkthrough
> A mobile-friendly web app for tracking physical assets with barcode scanning, GPS check-ins, geofenced service areas, and technician assignment.
![Login Screen](images/login.png)
---
## 1. 🔐 Authentication
- **Login** with username/password
- **Remember Me** persists session
- Three roles: **Admin**, **Technician**, **readonly**
- Default admin account: `admin` / `changeme`
---
## 2. 📷 Add Asset
Three ways to add an asset:
| Method | Description |
|--------|-------------|
| **Barcode** | Scan barcodes via device camera (ZXing library). Auto-lookup or prompt to create new. |
| **OCR** | Upload a photo of a machine ID sticker; text is extracted via Tesseract OCR. |
| **Manual** | Full form with all fields. |
![Manual Entry Form](images/manual-entry.png)
### Asset Fields
- **Required:** Machine ID, Asset Name
- **General:** Serial Number, Description, Category, Make, Model, Status
- **Directions & Access:** Address/Trailer, Building name/number, Floor, Room, Walking directions, Map link (GPS pin), Parking location
- **Keys:** Add named keys (MK300, Master Key, Padlock Key, etc.)
- **Security Badges:** Checkboxes for badge types (Contractor, Employee, Visitor, etc.)
- **Customer & Location:** Dropdowns for linked customer and location
- **Photo:** Take or upload a photo of the asset
---
## 3. 📦 Asset List
- Search by keyword or **Machine ID**
- Filter by category, status, make
- Sort by date, name, status
- Tap any asset for full detail view, edit, or delete
- **CSV Import** for bulk asset creation
### Check-In History
Each asset has a check-in timeline showing:
- GPS coordinates (with map link)
- Photo attachments
- Notes from the technician
- Timestamp
---
## 4. 🗺️ Map
Interactive map powered by **Leaflet** + **OpenStreetMap** (free, no API key).
![Map with Geofence](images/map-geofence.png)
### Map Controls
| Button | Action |
|--------|--------|
| 📍 **Pins** | Toggle asset location pins on/off |
| 🔥 **Heatmap** | Toggle density heatmap of assets |
| ✏️ **Add Geofence** | Enter draw mode to create polygons |
| ◎ **My Location** | Center map on your GPS position |
### Asset Pins
- Each pin shows the asset name, machine ID, status, category
- **Directions** link opens Google Maps navigation
- **Details** button opens the full asset view
- GPS blue dot shows your current location
### Geofences (Service Areas)
Draw polygons on the map to define service territories:
- Custom colors per zone
- **Point-in-polygon check** determines which zone contains a given GPS point
- Each geofence can be assigned to one or more **technicians** (see §7)
- Edit or delete existing geofences from the popup
---
## 5. 📊 Dashboard
![Dashboard](images/dashboard.png)
### Key Metrics
- Total assets, total check-ins, active technicians
### Breakdowns
- **By Category** — Equipment, Furniture, Appliances, Utensils & Serveware, Other
- **By Status** — Active, Maintenance, Retired
- **By Make / Manufacturer** — see which brands you have most of
- **Most Visited Assets** — top assets by check-in count
### Quick Actions
- **Assets CSV** — download full asset spreadsheet
- **Check-ins CSV** — download check-in log
- **Service Summary** — CSV report grouped by location/geofence
- **Refresh** — reload dashboard data
### Recent Activity Feed
Live feed of creates, updates, and deletes across the system. Tap **View All** for the full activity log.
---
## 6. 📋 Reports
- **Assets CSV Export** — all asset data with location, status, keys, badges
- **Check-ins CSV Export** — history with GPS coordinates, timestamps, notes
- **Service Summary** — company/location-based summary for billing or service records
---
## 7. 👤 Users & Service Areas
### User Management (Settings → Users)
- Create, edit, delete users
- Set role: Admin, Technician, readonly
- Each technician can be assigned to multiple geofence service areas
### Assigning Users to Geofences
From the **Map** tab:
1. Tap an existing geofence polygon on the map
2. Tap **👤 Assign** in the popup
3. Check the technicians that cover this zone
4. Save
Or from the **Geofence List** (below the map):
- Each zone shows an 👤 icon with user count
- Tap **Assign** to open the same dialog
### API Endpoint
```
GET /api/users/{user_id}/geofences
```
Returns all geofence service areas assigned to a specific user — useful for filtering assets or visits by a technician's territory.
---
## 8. ⚙️ Settings
![Settings](images/settings.png)
| Section | Description |
|---------|-------------|
| **Categories** | Manage asset categories (Appliances, Equipment, Furniture, etc.) |
| **Makes & Models** | Manage manufacturers and their models |
| **Key Names** | Key types for access (MK300, Master Key, Padlock Key, etc.) |
| **Key Types** | Physical key types (Barrel, Flat, Standard, Tubular, etc.) |
| **Security Badges** | Badge requirements (Contractor, Employee, Visitor, etc.) |
| **Users** | Account management with role assignment |
| **Theme** | Toggle between Dark and Light mode |
| **Reset Database** | Wipe all data (admin only, requires confirmation) |
---
## 9. 🏢 Customers & Locations
- **Customers** — company records with contact info
- **Locations** — sites under each customer
- **Rooms** — specific rooms/areas within locations
- Hierarchical: Customer → Location → Room
- Each asset can be linked to a customer and location
---
## 10. 📱 Mobile Features
- **Responsive design** works on phones, tablets, and desktops
- **Bottom navigation bar** for one-handed use
- **Camera integration** for barcode scanning and OCR
- **GPS auto-acquisition** for location-tagged check-ins
- **Touch-friendly** form fields and buttons
---
## Tech Stack
| Layer | Technology |
|-------|-----------|
| **Backend** | FastAPI + SQLite (WAL mode) |
| **Frontend** | Vanilla HTML/CSS/JS (single file, no build step) |
| **Maps** | Leaflet 1.9.4 + OpenStreetMap |
| **Geofences** | Leaflet Draw + point-in-polygon (Turf.js) |
| **Scanner** | ZXing (CDN) |
| **OCR** | Tesseract via pytesseract |
| **TLS** | Self-signed cert on port 8901 |
| **Reverse Proxy** | Nginx Proxy Manager Plus |
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# Canteen Asset Tracker — User Guide
> A practical guide for technicians, supervisors, and admins using the Canteen Asset Tracker.
## Table of Contents
1. [Getting Started](#1-getting-started)
2. [Logging In](#2-logging-in)
3. [Adding an Asset](#3-adding-an-asset)
4. [Checking In on an Asset](#4-checking-in-on-an-asset)
5. [Finding Assets on the Map](#5-finding-assets-on-the-map)
6. [Working with Geofences (Service Areas)](#6-working-with-geofences-service-areas)
7. [Viewing Reports & Dashboard](#7-viewing-reports--dashboard)
8. [Managing Users](#8-managing-users)
9. [Settings & Configuration](#9-settings--configuration)
10. [Tips & Troubleshooting](#10-tips--troubleshooting)
---
## 1. Getting Started
### Accessing the App
Open your phone or desktop browser and go to:
```
https://canteen.ourpad.casa:8901
```
> **On your phone:** The app is designed for mobile use — it fits your screen and works with touch controls.
![Login Screen](images/login.png)
### Browser Requirements
- Any modern browser (Chrome, Firefox, Safari, Edge)
- **Camera access** required for barcode scanning (grant when prompted)
- **Location/GPS** required for check-in location tagging (grant when prompted)
- Accept the self-signed certificate warning (it's safe — the cert is auto-generated)
---
## 2. Logging In
### Default Credentials
| Role | Username | Password |
|------|----------|----------|
| Admin | `admin` | `changeme` |
**⚠️ Change the default password immediately** via Settings → Users → Edit.
### Login Screen
1. Enter your **Username**
2. Enter your **Password**
3. Check **Remember me** to stay logged in
4. Tap **Sign In**
### User Roles
| Role | Permissions |
|------|-------------|
| **Admin** | Full access — create/edit/delete everything, manage users |
| **Technician** | Add assets, check in, view maps and geofences |
| **readonly** | Read-only — browse assets, view dashboard and reports |
---
## 3. Adding an Asset
Tap the **📷 Add Asset** tab (bottom nav bar or drawer menu).
You have three methods:
### Option A: Barcode Scan
1. Tap the **📷 Barcode** tab
2. Point your camera at the asset's barcode
3. If the barcode exists → asset details load
4. If new → you're prompted to create the asset with the scanned barcode
### Option B: OCR (Photo of Machine ID)
1. Tap the **🔍 OCR** tab
2. Take a photo of the machine ID sticker
3. The app extracts the ID number automatically
4. Confirm and fill in remaining details
### Option C: Manual Entry
Tap **✏️ Manual** and fill out the form:
**Required fields:**
- **Machine ID** — unique identifier (often found on a sticker)
- **Asset Name** — descriptive name (e.g., "Walk-In Cooler")
![Manual Entry Form](images/manual-entry.png)
**Optional details:**
- Serial Number, Description
- **Category** — Equipment, Furniture, Appliances, etc.
- **Make** — brand/manufacturer
- **Model** — specific model
- **Status** — Active, Maintenance, Retired
**📍 Directions & Access** — critical for finding the asset later:
- Address / Trailer Number
- Building name and number
- Floor and Room
- Walking directions (e.g., "Enter through loading dock, go left")
- Map link or tap **Pin** to drop a GPS pin
- Parking location
**🔑 Keys needed:**
Tap **+ Add Key** to record which keys are required (e.g., MK300, Master Key, Padlock Key)
**🪪 Security Badges:**
Check which badges are required for access (Contractor, Employee, Visitor, etc.)
**🏢 Customer & Location:**
Select the customer and site location from dropdowns.
**📸 Photo:**
Tap the camera area to take a photo of the asset.
### Save
- **Create Asset** — saves and stays on the form
- **+ Add Another** — saves and clears the form for the next asset
---
## 4. Checking In on an Asset
### From the Asset Detail View
1. Tap **📦 Asset List**
2. Search or browse to find the asset
3. Tap on the asset row to open details
4. Tap **Check In**
5. Your GPS location is captured automatically
6. Optionally add notes or a photo
7. Tap **Submit**
### Via the Dashboard
- The **Recent Activity** feed shows the latest check-ins
- Tap any check-in entry to see details
---
## 5. Finding Assets on the Map
Tap the **🗺️ Map** tab.
![Map with Geofence](images/map-geofence.png)
### Toggle Layers
| Button | What it does |
|--------|-------------|
| 📍 **Pins** | Show/hide asset location pins on the map |
| 🔥 **Heatmap** | Show/hide a color heatmap of asset density |
| ✏️ **Add Geofence** | Start drawing a service area polygon |
| ◎ **My Location** | Center the map on your current GPS position |
### Using Asset Pins
- Each pin represents an asset with GPS coordinates
- **Tap a pin** to see: asset name, machine ID, status, category
- **Directions** — opens Google Maps navigation to that asset
- **Details** — opens the full asset record
### Getting Directions
1. Find the asset on the map (or in Asset List → Details)
2. Tap **Directions** or the map link
3. Google Maps opens with the asset as the destination
---
## 6. Working with Geofences (Service Areas)
Geofences let you draw **service zones** on the map and assign **technicians** to cover each zone.
### Creating a Geofence
1. Tap the **🗺️ Map** tab
2. Tap **✏️ Add Geofence**
3. Tap points on the map to draw a polygon around your service area
4. Tap the last point to close the shape
5. Name the zone (e.g., "Downtown Orlando", "Building A")
6. Choose a color
7. Tap **Save**
### Viewing Geofences
- Saved geofences appear as colored polygons on the map
- Tap a polygon to see the zone name and assigned users
### Assigning Users to a Geofence
Assigning a technician to a geofence means that zone is **their service area**.
1. Tap a geofence polygon on the map
2. In the popup, tap **👤 Assign**
3. A dialog shows all users with checkboxes
4. Check the technicians who cover this zone
5. Tap **Save**
Or from the geofence list (below the map):
- Each zone shows an 👤 badge with the number of assigned users
- Tap **Assign** to open the same dialog
### Removing User Assignment
Same process — uncheck a user and save. The user is removed from that service area.
### Listing a User's Service Areas
To see all zones a technician is assigned to:
```
GET /api/users/{user_id}/geofences
```
This returns every geofence the user is assigned to — useful for filtering work orders by territory.
---
## 7. Viewing Reports & Dashboard
### Dashboard
Tap the **📊 Dash** tab to see:
- **Total Assets** count
- **Total Check-ins** count
- **Active Technicians** count
![Dashboard](images/dashboard.png)
- Breakdowns by category, status, and manufacturer
- **Most Visited Assets** ranking
- **Recent Activity** feed
- **Quick Actions** for CSV exports
### Exporting Reports
From the Dashboard, tap:
| Button | What you get |
|--------|-------------|
| 📋 **Assets CSV** | All assets with location, status, keys, badges |
| 📍 **Check-ins CSV** | Check-in history with GPS, timestamps, notes |
| 📊 **Service Summary** | Report grouped by customer/location |
CSV files download to your device and can be opened in Excel, Google Sheets, or any spreadsheet app.
### Reports Tab
The **📋 Reports** tab has additional export options and filterable reports.
---
## 8. Managing Users
### Adding a User
1. Tap **⚙️ Settings** (from drawer menu)
2. Scroll to the **Users** section
3. Tap **+ Add**
4. Enter: Username, Password, Display Name, Role
5. Tap **Save**
### Editing a User
1. Tap the **✏️** (edit) button next to the user
2. Update fields
3. Tap **Save**
### Deleting a User
1. Tap the **🗑️** (delete) button next to the user
2. Confirm deletion
3. The user is removed from the system and all geofence assignments are cleaned up automatically
> **Note:** Deleting a user also removes their geofence assignments (cascade delete). It does NOT delete assets or check-ins created by that user.
---
## 9. Settings & Configuration
### Managing Dropdown Lists
In **⚙️ Settings** you can add, edit, or delete values for:
![Settings](images/settings.png)
| List | Example Values |
|------|---------------|
| **Categories** | Equipment, Furniture, Appliances, Utensils & Serveware, Other |
| **Makes** | Cambro, Hobart, Metro, Rubbermaid, Vollrath |
| **Models** | Specific models under each make |
| **Key Names** | MK300, Master Key, Padlock Key, Red Key, Green Dot |
| **Key Types** | Barrel, Flat, Standard, Tubular, Round Short |
| **Security Badges** | Employee Badge, Contractor Badge, Visitor Badge |
### Changing Theme
Tap the **Theme** dropdown in Settings to switch between:
- **Dark** (default) — easier on the eyes in low-light
- **Light** — better in bright environments
### Resetting the Database
> ⚠️ **Warning:** This permanently deletes ALL data — assets, check-ins, geofences, users, everything.
1. Go to **⚙️ Settings**
2. Scroll to the bottom
3. Tap **🗑 Reset Database** (red button)
4. Confirm by typing "DELETE" in the prompt
5. Tap **Confirm**
The app will restart with fresh default data (admin account and example settings).
---
## 10. Tips & Troubleshooting
### Common Issues
| Problem | Solution |
|---------|----------|
| **Can't log in** | Check caps lock. Passwords are case-sensitive. Ask an admin to reset your password. |
| **Camera not working** | Grant camera permission when prompted. On iPhone, check Settings → Safari → Camera. |
| **GPS not working** | Grant location permission. On Android, use "While using the app" not "Deny". |
| **Map tiles not loading** | Check your internet connection. OpenStreetMap tiles require internet access. |
| **"User denied Geolocation"** | Refresh the page and allow location when prompted. |
| **Barcode won't scan** | Ensure good lighting. Hold the phone 4-8 inches from the barcode. Try the manual entry instead. |
| **502 Bad Gateway** | The server may be restarting. Wait 30 seconds and refresh. |
### Best Practices
- **Add photos** — a picture of the asset saves time for the next technician
- **Be specific with directions** — "Behind the walk-in cooler, third shelf from the top" is better than "In the back"
- **Record key info** — note which keys and badges are needed before you go
- **Check in every visit** — this builds the service history and helps with billing
- **Assign geofences** — when a technician joins, assign their service areas so route planning is clear
### Keyboard Shortcuts (Desktop)
- **Esc** — Close modals / dialogs
- **Enter** — Submit forms
- **Menu** → click away — Close drawer
### Offline / Low Connectivity
The app requires an internet connection to load data. If connectivity is poor:
1. Load the page while connected
2. Navigate to the data you need (it stays in browser memory)
3. Don't refresh until you're back online
For full offline support, use the **Android app** which caches data locally.
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