https://github.com/carlosindriago/tramiflow-ce
Open-source SaaS CRM for legal and general procedure management. Features multi-tenant architecture, dynamic Kanban boards, and a 100% client-side PDF toolkit.
https://github.com/carlosindriago/tramiflow-ce
crm kanban multi-tenant nextjs pdf-tools react saas supabase
Last synced: about 2 months ago
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Open-source SaaS CRM for legal and general procedure management. Features multi-tenant architecture, dynamic Kanban boards, and a 100% client-side PDF toolkit.
- Host: GitHub
- URL: https://github.com/carlosindriago/tramiflow-ce
- Owner: carlosindriago
- License: agpl-3.0
- Created: 2026-06-05T20:52:36.000Z (about 2 months ago)
- Default Branch: main
- Last Pushed: 2026-06-05T22:42:40.000Z (about 2 months ago)
- Last Synced: 2026-06-05T23:11:06.086Z (about 2 months ago)
- Topics: crm, kanban, multi-tenant, nextjs, pdf-tools, react, saas, supabase
- Language: TypeScript
- Size: 2.6 MB
- Stars: 0
- Watchers: 0
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- Changelog: CHANGELOG.md
- Contributing: CONTRIBUTING.md
- License: LICENSE
- Security: docs/security.md
- Roadmap: docs/roadmap.md
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README
# TramiFlow CE
**Open-source SaaS CRM for immigration procedure management**
[Live Demo](https://tramiflow-demo.vercel.app) · [Documentation](./docs/README.md) · [Report Bug](../../issues) · [Request Feature](../../issues)
## 📸 Screenshots
| Kanban & Procedures | Client Management |
| :---: | :---: |
| 
| 
|
| Procedure Template Builder | PDF Kit (Client-Side) |
| :---: | :---: |
| 
| 
|
---
## 🎯 What is TramiFlow?
TramiFlow is a flexible, multi-tenant SaaS CRM designed for law firms, consultants, and agencies. While originally conceived for immigration procedures, its dynamic engine allows professionals to manage **workflows and procedures of any kind** with ease, comfort, and strict order. It centralizes client management, procedure tracking (Kanban-based), document handling, and client-facing status pages — all with strict data isolation per organization.
Unlike generic CRMs, TramiFlow includes a **built-in PDF toolkit that runs 100% client-side** (no file uploads to the server for processing), and a visual Template Builder for reusable procedure workflows using a drag & drop interface.
---
## 💎 Freemium & Distribution Model
TramiFlow CE (Community Edition) represents the fully functional core of the application.
**Architectural Philosophy:**
While strictly defined "Open Core" software often relies on complex dependency injection or git submodules to separate Enterprise features, we opted for a pragmatic **Freemium / Upstream Model** tailored for the Next.js App Router. This repository serves as the clean, unpolluted upstream. The private PRO (SaaS) edition acts as a direct downstream fork that extends this core via isolated Next.js Route Groups (`(pro)`) and server-side feature flags, avoiding the overhead of heavy DI abstractions in the Community Edition.
| Feature | Community (Free) | Pro |
|---|---|---|
| Client management | ✅ Unlimited | ✅ |
| Kanban board (dynamic statuses) | ✅ | ✅ |
| Template builder | ✅ Basic | ✅ Advanced + Sharing |
| PDF Kit (6 tools, 100% client-side) | ✅ | ✅ |
| Smart Documents | ✅ Basic validation | ✅ Re-optimization |
| Public status page for clients | ✅ | ✅ |
| Analytics & Growth module | ❌ | ✅ |
| Smart Limits & subscription plans | ❌ | ✅ |
| Super Admin Panel (Command Vault) | ❌ | ✅ |
| Priority support | ❌ | ✅ |
| Self-hosting | ✅ | ✅ |
| Cloud hosted | ❌ | ✅ |
---
## 🛠 Tech Stack
| Layer | Technology |
|---|---|
| **Framework** | Next.js 14 (App Router) |
| **Language** | TypeScript 5 (strict mode) |
| **Database & Auth** | Supabase (PostgreSQL + RLS) |
| **UI** | Shadcn/UI + Tailwind CSS 4 |
| **State Management**| TanStack React Query |
| **Validation** | Zod + React Hook Form |
| **Drag & Drop** | `@dnd-kit` |
| **PDF Processing** | `browser-image-compression` + Canvas API (100% Client-Side) |
| **OCR** | Tesseract.js (Lazy loaded) |
---
## 🏗 Architecture
```mermaid
graph TD
Browser --> NextJS[Next.js 14 App Router]
NextJS --> ServerActions[Server Actions]
NextJS --> APIRoutes[API Routes]
ServerActions --> Supabase[(Supabase PostgreSQL)]
APIRoutes --> Supabase
Supabase --> RLS[Row Level Security]
RLS --> OrgIsolation[Organization Isolation]
NextJS --> ClientTools[PDF Kit / OCR / Compression]
ClientTools --> BrowserOnly[100% Client-Side Processing]
```
**Design Note:** TramiFlow uses a strict **Row Level Security (RLS)** multi-tenant architecture on a single PostgreSQL database rather than separate databases per tenant. Resource consumption and subscription limits (in the PRO version) are strictly intercepted at the **Server Actions** layer, ensuring the client state is never trusted.
---
## 🚀 Quick Start
### Prerequisites
- Node.js 18+
- A [Supabase](https://supabase.com) project (free tier works)
### Installation
```bash
git clone https://github.com/carlosindriago/tramiflow-ce.git
cd tramiflow-ce
npm install
cp .env.example .env.local
# Fill in your Supabase credentials in .env.local
npm run dev
```
Open [http://localhost:3000](http://localhost:3000).
📖 For full setup with Supabase migrations, see [LOCAL_SETUP.md](./LOCAL_SETUP.md).
---
## 🗺 Roadmap
- [x] Multi-tenant architecture with RLS
- [x] Dynamic Kanban with custom statuses
- [x] PDF Kit (compress, merge, OCR)
- [x] Smart Documents basic validation
- [ ] Email notifications (Resend integration)
- [ ] Mobile app (React Native / Expo)
- [ ] Webhook system for external integrations
- [ ] i18n support (PT-BR, EN)
---
## 🤝 Contributing
Contributions are welcome! Please read [CONTRIBUTING.md](./CONTRIBUTING.md) for:
- Branch naming convention
- Commit message format
- PR process and review criteria
- Security reporting guidelines
---
## 📄 License
TramiFlow Community Edition is licensed under [AGPL-3.0](./LICENSE).
**What this means:**
- ✅ Free to use, modify, and self-host
- ✅ Commercial use allowed (self-hosted)
- ⚠️ If you offer TramiFlow as a hosted service, you must open-source your modifications
- ❌ The Pro features are not covered by this license
For commercial licensing inquiries: hola@carlosindriago.com