Open Source MSP Professional Services Automation (PSA)

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.

Quick Start Video Guide

Watch our 10-minute getting started guide to quickly understand the system's core features and setup process.

Features

Core Functionality

• Asset Management: Track and manage client assets, maintenance schedules, and relationships
• 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, timesheet approval, and utilization reporting
• Reporting & Analytics: Customizable reports and business intelligence
• Security: Role-based access control (RBAC) and attribute-based access control (ABAC)

Advanced Features

• 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

Technical Architecture

• Frontend: Next.js application
• Backend: Node.js server
• Database: PostgreSQL with row-level security
• Real-time Collaboration: Hocuspocus integration
• Authentication: NextAuth.js
• UI Components: Radix-based component library

Getting Started

Prerequisites

• Docker Compose v2
• Node.js
• PostgreSQL

Initial Setup

1. Create and initialize the database:

node setup/create_database.js
npx knex --knexfile knexfile.cjs migrate:latest --env development
npx knex seed:run --knexfile knexfile.cjs --env development

2. Start the development server:

npm run dev
# or
yarn dev
# or
pnpm dev

3. Access the application at http://localhost:3000

Docker Deployment

Use our Makefile for easy deployment:

# Production mode
make sebastian-docker-run

# Development mode
make sebastian-docker-dev

# Run Hocuspocus (real-time collaboration)
make hocuspocus-docker-run

# Run server only
make server-docker-run

Project Structure

sebastian/
├── 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

Testing

We use Vitest for testing. Run the test suite:

npm run test

# Run specific tests
npm run test -- path/to/test/file.test.ts

Documentation

• Architecture Overview
• Getting Started Guide
• Billing System
• International Tax Support
• Asset Management
• Time Entry Guide

License

This project uses multiple licenses:

• Documentation (docs/): Creative Commons Attribution 4.0 International License (CC BY 4.0)
• Enterprise Edition (ee/): See ee/LICENSE
• All other content: GNU Affero General Public License Version 3 (AGPL-3.0)

See LICENSE.md for details.

Contributing

We welcome contributions! Please see our Contributing Guide for details on how to get started.

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Copyright (c) 2024 Nine Minds LLC