A comprehensive Professional Services Automation platform designed for Managed Service Providers (MSPs). This open-source solution helps MSPs streamline operations, manage client relationships, track time and billing, and improve service delivery.
| Feature | Status | Completion | Notes |
|---|---|---|---|
| Support Ticketing System | Implemented | 95% | Overall ticketing system (MSP & Client Portal foundation) is largely complete. UI and specific client portal features are in progress. |
| Technician Dispatch | Implemented | 99% | Scheduling system supports multi-agent assignment to entries, recurrence, and an interactive calendar interface. |
| Client Management | In Development | 85% | Client portal with features for account management, support ticketing, invoice access, and knowledge base. |
| Contact and Company Management | In Development | 80% | System for managing client and company contact information, relationships, and communication history. |
| Schedule Management | Implemented | 99% | Interactive calendar for managing schedule entries, supporting multi-agent assignments and recurrence. |
| Project Management | Implemented | 90% | Comprehensive project management system with phases, tasks, resource allocation, and ticket linking. Includes project status tracking, timeline management, and team collaboration features. |
| API Management | In Development | 85% | Comprehensive API system with NextAuth integration, JWT authenticati 8000 on. Supports API key management, rate limiting, and detailed documentation. |
| Billing & Invoicing | Implemented | 90% | Flexible system supporting manual invoicing, plan bundles, fixed/time/usage/bucket service types, detailed tax calculations, and a credit system. |
| Invoice Template Editor | Implemented | 95% | System for customizing invoice appearance and layout with standard and custom templates. Uses AssemblyScript compiled to WebAssembly for safe, sandboxed execution. Includes UI components for template management, editing, and a compilation/execution pipeline. |
| Tax Support | Implemented | 95% | Supports composite taxes, threshold-based rates, tax holidays, and reverse charge mechanisms. |
| QuickBooks Online | Implemented | 90% | Integration leverages event-driven workflow system for financial data synchronization. Supports entity mapping and automated updates between Alga PSA and QuickBooks Online. |
| Workflow Automation Hub | Implemented | 90% | Supports TypeScript-based workflow creation, management, testing, versioning, event attachment, and monitoring. |
| Job Scheduler | Implemented | 95% | Robust system built on pg-boss with PostgreSQL backend. Supports immediate, scheduled, and recurring jobs with monitoring, metrics, automatic retries, and job history tracking. Pluggable job schedulers are planned for future development. |
| Document Management | Implemented | 90% | Robust multi-tenant file storage with provider support, metadata, entity relationships, versioning, and multiple content storage options (file, text, block-based JSON with BlockNote). |
| Email Notification System | In Development | 80% | Comprehensive system with template management, tenant customization, and event bus integration. Features database-driven templates, user-level preferences, hierarchical category system, and reliable email delivery with Redis-backed queuing. |
| Team Management | In Development | 75% | Team creation and management system with member assignments and role-based permissions. Supports team-based resource allocation and scheduling for projects and tickets. |
| Security | Implemented | 95% | Secure secrets management using Docker secrets. RBAC and ABAC are core security functionalities. |
| Time Management | Implemented | 95% | Supports manual time entries, automatic ticket interval tracking, configurable time periods, and timesheet approval workflows. |
| Real-time Collaboration | Postponed | 65% | Hocuspocus integration enables real-time collaborative editing of documents and content. Supports multi-user editing with conflict resolution and change tracking. |
| Asset Management | Postponed | 50% | Core, service integration, and advanced features (relationships, type-specific attributes) are complete. Phase 4 (Automation/Intelligence) is future. |
| Reporting & Analytics | Postponed | 60% | Core reporting infrastructure in place with custom report builder. Dashboard integration and export capabilities are in progress. Advanced analytics features planned for future phases. |
| Third-Party Integrations | In Development | 70% | Framework in place for additional integrations (API, data source, authentication). More integrations planned. |
| Mobile Version | Planned | 0% | Mobile application version of the platform for on-the-go access to key features. |
| SLA Service | Planned | 0% | Service Level Agreement tracking and management system. |
| Procurement Center | Planned | 0% | Centralized procurement management for hardware, software, and services. |
| Message Center | Planned | 0% | Unified messaging system for internal and client communications. |
| Intelligent Assistance | In Development | ✨ | Next-generation platform intelligence to enhance productivity and decision-making across core features. |
- Asset Management: Track and manage client assets, maintenance schedules, and relationships
- Automation Hub: Create and manage TypeScript-based workflows with event-based triggers
- Billing & Invoicing: Flexible billing cycles, international tax support, and automated invoicing
- Client Management: Comprehensive client profiles and relationship tracking
- Document Management: Centralized document repository with version control
- Project Management: Project tracking, task management, and resource allocation
- Support Ticketing: Incident tracking and resolution management
- Time Management: Time tracking with automatic interval tracking, timesheet approval, and utilization reporting
- Reporting & Analytics: Customizable reports and business intelligence
- Security: Role-based access control (RBAC) and attribute-based access control (ABAC)
- International Tax Support: Handle complex tax scenarios across jurisdictions
- Composite taxes
- Threshold-based tax rates
- Tax holidays
- Reverse charge mechanisms
- Flexible Billing Cycles: Customizable per company
- Weekly, bi-weekly, monthly, quarterly options
- Proration support
- Approval-based time entry billing
- Unapproved time entry rollover
- Automatic Interval Tracking: Intelligent time tracking for ticket work
- Automatic capture of ticket viewing sessions
- Local browser storage with IndexedDB
- Interval management with merging and adjustment capabilities
- Seamless conversion to billable time entries
- Auto-close mechanism for abandoned intervals
- Automation Hub: Powerful workflow automation system
- TypeScript-based workflow definitions
- Event-driven workflow triggers
- Visual workflow editor with code completion
- Workflow versioning and history
- Template library for common automation patterns
- Frontend: Next.js application
- Backend: Node.js server
- Database: PostgreSQL with row-level security
- Event Processing: Redis-based event bus with Zod schema validation
- Workflow Engine: Event-sourced workflow system with TypeScript support
- Real-time Collaboration: Hocuspocus integration
- Authentication: NextAuth.js
- UI Components: Radix-based component library
For detailed setup instructions, please refer to our Complete Setup Guide or Setup Guide for Windows . The guide covers:
- Prerequisites and system requirements
- Installation steps for both Community and Enterprise editions
- Environment configuration
- Security setup
- Verification steps
- Complete Setup Guide - Step-by-step setup instructions
- Configuration Guide - Detailed configuration options
- Development Guide - Development workflow and best practices
- Docker Compose Structure - Container orchestration
- Secrets Management - Secure credentials handling
- Configuration Standards - Coding and config standards
- Entrypoint Scripts - Service initialization
- Architecture Overview
- Billing System
- International Tax Support
- Asset Management
- Time Entry Guide
- Workflow System
- TypeScript Workflow Creation
- Automation Hub Guide
alga-psa/
├── docker-compose.yaml # Base docker configuration
├── docker-compose.ce.yaml # Community Edition config
├── docker-compose.ee.yaml # Enterprise Edition config
├── ee/ # Enterprise Edition
│ └── setup/
│ └── docker-compose.yaml
├── helm/ # Kubernetes configurations
├── hocuspocus/ # Real-time collaboration server
└── server/
├── public/ # Static assets
├── src/
│ ├── app/ # Next.js pages
│ ├── components/ # React components
│ │ ├── ui/ # Shared UI components
│ │ └── features/# Feature-specific components
│ ├── lib/ # Core business logic
│ └── types/ # TypeScript definitions
└── migrations/ # Database migrations
We use Vitest for testing. Run the test suite:
npm run test
# Run specific tests
npm run test -- path/to/test/file.test.tsThis project uses multiple licenses:
- Documentation (
docs/): Creative Commons Attribution 4.0 International License (CC BY 4.0) - Enterprise Edition (
ee/): Seeee/LICENSE - All other content: GNU Affero General Public License Version 3 (AGPL-3.0)
See LICENSE.md for details.
We welcome contributions! Please see our Contributing Guide for details on how to get started.
Copyright (c) 2024 Nine Minds LLC