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Project Brief: SaaS ERP Platform

  • 1. Project Name:

    • SaaS ERP Platform

  • 2. Executive Summary:

    • This project aims to develop a modern, multi-tenant SaaS ERP platform built on a microservice architecture. The initial release will focus on a robust Core Platform and a comprehensive Human Resources (HR) Module. The system is designed for security, scalability, and user flexibility, featuring self-service tenant creation, sophisticated user management with SSO, and a modular design that allows customers to manage their subscribed services.

  • 3. Core Platform & Architecture:

    • User & Tenant Management:
      • Multi-Tenancy: Strict data isolation between customer organizations.
      • User Model: A single user account can belong to multiple organizations, with a persistent "Tenant Switcher" for easy navigation.
      • Onboarding: Supports both self-service signup (leading to plan selection and tenant creation) and invitation-based onboarding via "magic links."
      • Authentication: Secure login with MFA, social logins, and SSO integration (via Keycloak) to support delegation to enterprise directories (LDAP/AD).
      • Access Control: Role-Based Access Control (RBAC) is defined per-tenant, including Super Admin, Tenant Admin, and Standard User roles.
    • Subscription & Billing:
      • Tenant Admins can self-serve plan upgrades/downgrades and manage subscribed modules.
    • Technical Architecture:
      • Backend: Microservice architecture.
      • Integration: Asynchronous, message-driven communication between all modules via a message broker (e.g., Kafka, RabbitMQ).
      • Frontend: Single Page Application (SPA) with a modern user experience, deployable as a Progressive Web App (PWA).

  • 4. Defined Modules & Features:

    • Document Management Module (Core Service):
      • A centralized service for all file handling, using object storage (e.g., MinIO) for files and a relational DB for metadata. Provides APIs for other modules.
    • Human Resources (HR) Module:
      • Employee Information Management: Central employee record with custom fields, dynamic org chart, and synchronization with external identity providers. Integrates with the Document Management module.
      • Leave & Attendance Management: Configurable leave policies, accrual engine, and multi-level approval workflows.
      • Recruitment & Onboarding: An integrated Applicant Tracking System (ATS) that flows into a structured employee onboarding process with customizable checklists.
      • Performance Management: Goal setting (OKRs), customizable performance review cycles, and tools for continuous feedback (1-on-1s, praise).

  • 5. Parked Modules (Future Scope):

    • Payroll: Development is deferred until a corresponding Finance module is fully defined.

  • 6. Key Backlog Features (Post-MVP):

    • Public API & Webhooks for external integrations.
    • Bulk data import/export tools.
    • White-labeling capabilities for customer branding.
    • In-app help center and announcement system.