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: Built 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, exposing port 3000 with IPv4 health check).
docker-compose.yml	Full-stack orchestration (App container on port 3000 + PostgreSQL container on port 5432).
.dockerignore	Context exclusions for slim Docker image builds.
.env.example	Template environment variables (DATABASE_URL, PORT, DATA_PATH, SMTP_*).
COOLIFY.md	Deployment & "No Available Server" troubleshooting guide for Coolify platform & Traefik proxies.
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

docker-compose up --build -d

The application container exposes port 3000 (http://localhost:3000), with an automated health check on /api/health.

2. Run via Docker CLI

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

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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, and resolving Traefik "No available server" status.