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TREK/wiki/Trip-Planner-Overview.md
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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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Trip Planner Overview

The trip planner is the main workspace for building your itinerary. You open it by clicking a trip card on the dashboard.

Trip Planner

Layout

The planner uses a three-pane resizable layout on desktop:

┌─────────────────┬──────────────────────────┬──────────────────┐
│  Day Plan       │                          │  Places          │
│  Sidebar        │       Interactive        │  Sidebar         │
│  (left)         │          Map             │  (right)         │
│                 │        (center)          │                  │
└─────────────────┴──────────────────────────┴──────────────────┘
  • Left sidebar — Day plan: your list of days, assigned places, notes, and transport entries. Collapsible via the panel toggle button.
  • Center — Interactive map showing all place markers and day routes.
  • Right sidebar — Places list: search, category filters, and bulk actions. Collapsible.

Each sidebar has a drag handle on its inner edge for resizing.

Planner in its three-pane layout: the day plan sidebar with days, places, notes and flight entries on the left, the map in the centre, and the places sidebar with search and category filter on the right

A Day Detail panel floats over the map area when you open a specific day, showing the weather forecast, that day's reservations, and the accommodation block. It can be collapsed to a slim header bar without closing it.

Tabs

The tab bar sits directly below the main navigation bar.

Tab Description
Plan The three-pane map view described above. Always visible.
Transports Flights, trains, cars, cruises, and buses.
Bookings Hotels, restaurants, events, tours, and other bookings.
Lists Packing list and to-do list.
Costs Expense tracking, splitting, and settlement.
Files Document manager for receipts, tickets, and other files.
Collab Real-time chat, shared notes, and polls.

Admin: The Lists, Costs, Files, and Collab tabs only appear when the corresponding addon is enabled. See Admin-Addons.

The active tab is saved in sessionStorage per trip, so switching between trips preserves your last position.

Mobile Layout

On screens narrower than 768 px, TREK does not squeeze the three-pane layout — it opens a dedicated mobile trip screen instead: a day-chip rail under the top bar, a switch between the day plan and a full-screen map, and a bottom dock for the other tabs. Tablets and desktops (768 px and up) get the three-pane layout described above.

Undo

The planner tracks your recent actions — adding places, assigning them to days, reordering, and removing assignments — in a short undo ring. The Undo button appears in the Day Plan Sidebar toolbar (at the top of the sidebar) whenever an undoable action is available. It shows the name of the last action as a tooltip on hover and reverses it when clicked.

Splash Screen

When you first open a trip, a brief loading screen appears while the planner data and place photos are fetched. This screen shows the trip title and a loading animation. Once data is ready and a short grace period for photos has elapsed, the planner workspace appears.

Getting Around

Task Where to go
Add and search places Places-and-Search
Organize days and notes Day-Plans-and-Notes
Map features and routes Map-Features
Weather forecasts Weather-Forecasts
Reservations and bookings Reservations-and-Bookings