Files
TREK/wiki/Documents-and-Files.md
T
Maurice 7da0080557 docs(wiki): bring the wiki in line with 4.0.0 (#2034)
* docs(wiki): correct the install and operations pages for 4.0.0

Quick Start passed docker an empty ENCRYPTION_KEY: an assignment prefix is not
expanded on the same command line, so the server silently generated its own key
instead of taking the one the page told you to set. The tag examples pinned to
the 3.x line, the documented tmpfs size did not match the shipped compose file,
and several .env values were described as reaching the container when compose
never interpolates them.

* docs(wiki): match the MCP reference to the registered surface

The scope table was missing the whole Collections group and the totals said 27
scopes across 13 groups where the code registers 29 across 14. The Cloudflare
link on the setup page pointed at an anchor on its own page instead of the
heading on Troubleshooting.

* docs(wiki): correct the plugin and admin pages

Three links to Plugin-Development carried a .md suffix, which does not resolve on
the wiki. The admin pages described tabs, permissions and storage behaviour that
had moved on.

* docs(wiki): bring the feature pages back in line with the app

Costs still documented the old panel, where categories could be added, renamed,
reordered and deleted; they are fixed now and the panel is a day-grouped ledger
with settlements. Trip sharing, journeys, maps, packing, reservations and the
account pages had all drifted in the same way.

* docs(wiki): cover the pages the first pass did not reach

The MCP catalog listed 168 of the 201 registered tools; the settlement tools and
rate_place were missing here and the Collections family from the addon page.
Several resource rows claimed a trips:* scope where the handler asks for
trips:read.

* docs(wiki): tighten the corrections a review picked apart

The audit-log resource is the row id, not the credential id; an admin password
reset does not bump password_version the way the page implied; and a few of the
new paragraphs described behaviour more confidently than the code supports.

* docs(wiki): fix what a last read-through caught

Costs shows every figure in your display currency, not the trip's, and an
expense with no payer still counts against the members it is split between.
Studio's cutoff is a 1024px viewport rather than phones alone, and the
Integrations tab is gated on the providers an admin has configured.

* docs(wiki): the last few the review caught

A passkey satisfies the MFA policy everywhere except the WebSocket handshake,
which still asks for TOTP, so a passkey-only account under that policy gets no
live updates. Mobile optimizes a day from two places, not three. The ctx.db row
carried an unescaped pipe that split the table, and the Backups table linked
with a wiki link whose pipe did the same.
2026-08-25 12:36:52 +02:00

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3.8 KiB
Markdown

# Documents and Files
Attach and manage documents, tickets, and other files for your trip.
![Files](assets/Files.png)
## Where to find it
Open the **Files** tab inside the trip planner, or navigate directly to `/trips/:id/files`.
> **Admin:** Files is an addon. Enable it in [Admin-Addons](Admin-Addons).
## Uploading
![Files & Documents page with the All / PDFs / Images / Documents filter tabs, a Trash button, and the empty drag-and-drop upload area listing the allowed file types and 50 MB limit](assets/Documents.png)
Drag and drop files onto the upload area, click it to open the file picker, or paste an image directly into the Files panel.
- **Maximum file size:** 50 MB per file.
- **Blocked file types:** renderable documents (`.svg`, `.svgz`, `.html`, `.htm`, `.shtml`, `.shtm`, `.xml`, `.xhtml`, `.xht`), scripts (`.js`, `.jsx`, `.ts`, `.tsx`, `.mjs`, `.cjs`, `.php`, `.py`, `.rb`, `.pl`) and executables (`.exe`, `.bat`, `.sh`, `.cmd`, `.msi`, `.dll`, `.com`, `.vbs`, `.ps1`, `.app`) — these are always rejected, as is any file whose MIME type contains `svg`.
- **Default allowed types:** jpg, jpeg, png, gif, webp, heic, pdf, doc, docx, xls, xlsx, txt, csv, pkpass, pkpasses, md, markdown. An admin can customize the allowed list under **Admin → Settings → Allowed File Types** — comma-separated extensions, or `*` to allow everything except the blocked types above.
Requires the `file_upload` permission.
## Browsing and filtering
The toolbar provides filter tabs, in this order: **All**, a star icon for **Starred** (only shown when at least one file is starred), **PDFs**, **Images**, **Documents**, and **Collab Notes** (only shown when files exist from collaborative notes). Each tab shows a count badge.
## Previewing files
Clicking a non-image file (e.g., PDF) opens an inline preview modal with options to open in a new tab or download. Clicking an image file opens a full-screen lightbox. You can:
- Navigate between images using the **arrow buttons** or the **left/right arrow keys**.
- Swipe left/right on touch devices.
- Jump to a specific image using the **thumbnail strip** at the bottom.
- Download or open the image in a new tab from the lightbox header.
## Starring
Click the **star icon** on any file to favorite it. Starred files sort to the top of the list and can be filtered with the Starred tab.
Requires the `file_edit` permission.
## Trash
Deleting a file moves it to the trash. Switch to the trash view using the **Trash** button in the toolbar. From the trash view you can:
- **Restore** a file to make it active again.
- **Permanently delete** a single file.
- **Empty trash** to permanently remove all trashed files at once.
Restore and delete operations require the `file_delete` permission.
## Linking files to places, reservations, or assignments
A file can be attached to multiple places and reservations at the same time (many-to-many). From the file manager, click the **link (pencil) icon** on a file to open the assign modal. From there you can toggle links to any trip place or reservation. You can also add a descriptive note to the file in the same modal.
From a reservation modal, use the "link existing file" picker to attach files directly.
## Downloading
Click the download icon on any file row to download it. `.pkpass` files (Apple Wallet passes) are served with the `application/vnd.apple.pkpass` MIME type, so Safari on iOS and macOS offers to add the pass to Wallet instead of saving it as a generic download.
## Permissions
| Permission | Controls |
|---|---|
| `file_upload` | Uploading new files. |
| `file_edit` | Starring and linking files. |
| `file_delete` | Moving to trash, restoring, and permanently deleting. |
## See also
- [Reservations-and-Bookings](Reservations-and-Bookings)
- [Admin-Addons](Admin-Addons)
- [Trip-Planner-Overview](Trip-Planner-Overview)