56 lines
2.4 KiB
Markdown
56 lines
2.4 KiB
Markdown
# Commercial Banking Balance Sheet & Financial Reporting Portal
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A full-stack enterprise web application built for multi-branch balance sheet consolidation, trial balance ledger verification, automated accounting reconciliation, double-entry bookkeeping, and executive financial reporting.
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---
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## 🚀 Key Features
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- **Multi-Branch Operations**: Head Office Admin, Branch Users, Maker-Checker authorization matrix.
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- **Server-Side Architecture**: Express backend (`server.ts`) handling state management, calculations, audit logging, and email dispatches.
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- **PostgreSQL & Fallback Storage**: Connects to PostgreSQL via `pg` connection pool with automatic fallback to JSON data persistence (`/app/data/portal-data.json`).
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- **Containerized Deployment**: Ready for Docker, Docker Compose, and **Coolify** self-hosting.
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---
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## 📁 Repository Structure & Key Configuration Files
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| File | Description |
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| :--- | :--- |
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| `Dockerfile` & `dockerfile` | Multi-stage production container build (Vite client + Express CJS server, exposing port 3000). |
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| `docker-compose.yml` | Full-stack orchestration using `expose: "3000"` and `expose: "5432"` to prevent host port binding conflicts. |
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| `.dockerignore` | Defines context exclusions for slim Docker image builds. |
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| `.env.example` | Template environment variables (`DATABASE_URL`, `PORT`, `DATA_PATH`, `SMTP_*`). |
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| `COOLIFY.md` | Complete deployment guide for Coolify platform & managed databases. |
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| `server.ts` | Express server entry point with PostgreSQL initialization, environment SMTP dispatching, and REST API routes. |
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---
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## 🛠️ Local Development & Running via Docker
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### 1. Run via Docker Compose (With PostgreSQL & Exposed Port 3000)
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```bash
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docker-compose up --build -d
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```
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The application container exposes port `3000` internally via Docker network `expose` configuration, avoiding host port allocation conflicts. Reverse proxies (Coolify, Traefik, Nginx) or container networks route directly to port `3000`.
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### 2. Run via Docker CLI
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```bash
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docker build -t balance-sheet-portal .
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docker run -p 3000:3000 -v portal_data:/app/data balance-sheet-portal
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```
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### 3. Native Node.js Development
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```bash
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# Install dependencies
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npm install
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# Start development server (Express + Vite hot reload)
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npm run dev
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```
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---
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## ☁️ Deployment on Coolify
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Refer to [`COOLIFY.md`](./COOLIFY.md) for step-by-step instructions on deploying via Docker Compose or Coolify Managed PostgreSQL.
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