Commercial Banking Balance Sheet & Financial Reporting Portal

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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🚀 Key Features

• Multi-Branch Operations: Head Office Admin, Branch Users, Maker-Checker authorization matrix.
• Server-Side Architecture: Express backend (server.ts) handling state management, calculations, audit logging, and email dispatches.
• PostgreSQL & Fallback Storage: Connects to PostgreSQL via pg connection pool with automatic fallback to JSON data persistence (/app/data/portal-data.json).
• Containerized Deployment: Ready for Docker, Docker Compose, and Coolify self-hosting.

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📁 Repository Structure & Key Configuration Files

File	Description
Dockerfile & dockerfile	Multi-stage production container build (Vite client + Express CJS server).
docker-compose.yml	Full-stack orchestration (App container mapped to host port 7000 + PostgreSQL container mapped to host port 7001).
.dockerignore	Defines context exclusions for slim Docker image builds.
.env.example	Template environment variables (DATABASE_URL, PORT, HOST_PORT, POSTGRES_HOST_PORT, DATA_PATH, SMTP_*).
COOLIFY.md	Complete deployment guide for Coolify platform & managed databases.
server.ts	Express server entry point with PostgreSQL initialization, environment SMTP dispatching, and REST API routes.

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🛠️ Local Development & Running via Docker

1. Run via Docker Compose (With PostgreSQL & Non-Conflicting Host Ports)

docker-compose up --build -d

By default, the application will be accessible on host port http://localhost:7000 (mapped to internal container port 3000), and PostgreSQL on host port 7001 (mapped to internal container port 5432), preventing conflicts with common host ports like 3000, 8080, or 5432.

If you wish to use different custom host ports, set them in .env:

HOST_PORT=7000
POSTGRES_HOST_PORT=7001

2. Run via Docker CLI

docker build -t balance-sheet-portal .
docker run -p 7000:3000 -v portal_data:/app/data balance-sheet-portal

3. Native Node.js Development

# Install dependencies
npm install

# Start development server (Express + Vite hot reload)
npm run dev

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☁️ Deployment on Coolify

Refer to COOLIFY.md for step-by-step instructions on deploying via Docker Compose or Coolify Managed PostgreSQL.