Trakli UI

Money apps want your bank login, and then they want your money to be in one country, in one currency, in an account they can read. Get paid from abroad, keep cash, hold two currencies at once, or move money over mobile money, and most of your money is invisible to them. So it ends up in a spreadsheet, which holds anything and tells you nothing.

Trakli tracks money the way it actually moves. Cash, mobile money, bank and card sit beside each other as wallets, in any of forty-eight currencies, converting at the rate you say applies and not one scraped from a market you cannot get. Your phone keeps working with no signal and settles up when it reconnects. And it is yours: your server, your database, no one else holding the ledger of what you earn.

This is the web app. It talks to the webservice, which you will need running first.

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Features

What you will not find elsewhere:

• Wallets that match reality: cash, mobile money, bank and card, side by side.
• Any currency, at your rate: forty-eight of them, held at once; transfers convert at the rate you set.
• An assistant that can act: ask it in plain words, and it proposes every change for you to confirm before anything is written.
• Offline-first: the phone works with no signal, and changes settle cleanly when it reconnects.
• Yours to run: your server, your database, no bank login handed to anyone.

The rest, done properly:

• Transactions: Income and expenses across multiple wallets, with attachments and recurring rules.
• Transfers: Move money between wallets, including cross-currency at user-set rates.
• Budgets: Scoped to categories, groups, or wallets; weekly / monthly / yearly / custom range; optional rollover; threshold and forecast alerts.
• Refunds: Mark an income as refunding an earlier expense; matching budgets adjust automatically.
• Reminders: Bills, budget alerts, and custom events with pause, resume, and snooze.
• Imports: Pull transactions from CSVs, PDFs, and photos of receipts.
• Insights: Dashboard stats and digest emails.

Setup Instructions

Prerequisites

• Docker
• Docker Compose
• Docker Desktop (for Windows and macOS users)

Setup

Clone the repository:

git clone git@github.com:trakli/webui.git
cd webui

Running the Project

• Start the Docker Compose services:

  docker-compose up -d

  This command starts the container in detached mode.

• Install project dependencies:

  docker compose exec app sh -c "npm install"

  This command installs the necessary Node.js dependencies inside the container.

• Run the application:

  docker compose exec app sh -c "npm run dev"

  This command runs the application inside the container.

Accessing the Container Shell

To interact with the container directly, you can attach a shell to the running container:

docker compose exec app bash

This command opens an interactive shell session in the container, allowing you to run commands as if you were in a typical Node.js environment.

Stopping the Services

To stop the Docker Compose services, run:

docker compose stop

This command stops and removes the containers defined in your docker-compose.yml file.

Cleaning Up

If you want to remove all containers, networks, and volumes created by Docker Compose, run:

docker compose down --volumes

This command stops and removes the containers as well as any associated volumes.

Bare metal

• npm install
• npm run dev
• npm run build
• npm run lint

Screenshots

Pagebeam captures the real app through pagebeam.config.yaml. The journeys cover onboarding, recording a transaction, the dashboard and wallets on desktop and phone viewports.

Start the development UI on port 3001 against its running backend. The backend must include the demo command and run in the local environment. The complete screenshot suite creates two dedicated accounts with generated passwords, one empty and one with a month of sample finances. Existing accounts and data are preserved. The credentials stay in the screenshot process and are not saved in manifests.

npm run screenshots
npm run screenshots -- --journey wallets

By default, account preparation uses the sibling backend's Compose app service. If the backend runs in another development container, point TRAKLI_DEMO_COMMAND at its command, for example:

TRAKLI_DEMO_COMMAND='docker exec -i your-development-app php artisan demo' npm run screenshots

The command runs from the sibling backend directory. Pagebeam appends onboarding or active-month and reads the generated credentials from its final JSON line. Account preparation is restricted to the local target. A remote deployment must never be used to create screenshot fixtures.

Screenshots and manifests are saved under .pagebeam/shots/local, which Git ignores. A run replaces the selected journey's prior output. Each manifest records the source revision, account name, viewport, URL and focus regions. The transaction journey adds one coffee per viewport to its own demo account. The account is new on the next run.

To capture a new feature, add a journey with the account, actions, visible-state checks and screenshot steps it needs. Run that journey and inspect both desktop and phone images before sharing them.

Pull request screenshots

The PR screenshots workflow runs matching Pagebeam journeys against the PR head and its target branch revision, on desktop by default. A planning job traces changed files to affected routes before provisioning MySQL or the API. Non-UI changes skip the capture job. Missing or uncertain coverage stops planning and is reported on the PR. Mobile sizes and the complete suite require an explicit manual request. Manual runs accept journey names, a viewport and an opt-in full-suite flag. The job has an eight-minute limit and browser checks time out after 20 seconds.

The PR comment displays a table of before-and-after screenshots for affected checkpoints. A separate job publishes PNGs as GitHub release assets and updates the table. Skipped or incomplete selections update the same comment without substitute images. The screenshot-storage prerelease is named Pagebeam screenshots and is never the latest product release. HTML is optional in Pagebeam and is not generated by this workflow.

pagebeam.config.ci.yaml inherits the shared journeys and declares CI startup, fixture commands, working directories and environment values. No generated configuration or CI adapter scripts are needed. Pagebeam's pinned reusable action prepares the baseline and structured outcome. Each capture job provisions its own MySQL database and a pinned Trakli API with the demo command. Both UI revisions use that API and separate generated accounts. The local development stack and existing accounts are never used. API and Pagebeam source revisions are pinned in the workflow; update them when changing the fixture contract or adopting a released capture CLI.

Capture jobs have read-only repository access and receive no repository secrets. The separate reporting job has contents write access for release images and PR write access for comments, and executes no application code. Fork PRs retain capture artifacts but cannot publish with their read-only token. This workflow uses pull_request, never privileged execution of PR code through pull_request_target. CI artifacts expire after 14 days; release images keep the PR table available.

Merge this workflow before rebasing feature branches onto it. New screens still need saved journeys with saved navigation and screenshot checkpoints in pagebeam.config.yaml. A screenshot inherits its latest navigation pathname; use shot.route for a different destination. The browser verifies each checkpoint URL. Nuxt layers and dynamic components currently prevent complete static route analysis, so affected UI reports incomplete coverage. Explicit manual journeys remain available without claiming automatic coverage. New or removed routes also report an incomplete comparison. Features that require backend plugins also need an isolated fixture backend with those plugins before their full flows can be captured.

MIT LICENSE

See LICENSE for more information.