Enterprise Document Management & Workflow Automation Platform
Multi-tenant SaaS platform for industrial document control, automated email processing, workflow orchestration, and real-time analytics — built for engineering companies managing thousands of technical documents across multiple clients and projects.
Dashboard — Morning briefing, KPIs, and document status overview
Documents Hub — Registry, kanban board, and batch operations
Project Dashboard — Per-project tracking with progress bars and timelines
Workflows Hub — Visual workflow builder with triggers, conditions, and actions
Status Global — Real-time monitoring across all projects
Full dark mode support with Industrial Indigo palette
- Document Registry — Full CRUD with metadata, revisions, and lifecycle tracking
- Kanban Board — Visual document status management with drag-and-drop
- Batch Operations — Import/export Excel, bulk status updates
- File Attachments — Upload and link files to document records
- Full-Text Search — Unified search across documents, orders, and tags
- Document Timeline — Complete lifecycle history for each document
- Row-Level Isolation — Every table filtered by
tenant_id - 3 Pricing Tiers — Free (3 users, 500 docs) | Pro (15 users, 10K docs) | Enterprise (unlimited)
- Tenant Registration — Self-service onboarding with organization setup
- Superadmin Dashboard — Manage all tenants, impersonation, usage analytics
- Stripe Billing — Checkout, customer portal, webhook-driven plan management
- IMAP Polling — Automatic email ingestion every 15 minutes
- 6 Email Parsers — Tecnicas Reunidas, GAIA, ACONEX, SENDOC, ProDoc, Docspace
- TNEF Support — Full winmail.dat extraction (HTML, RTF, TXT, attachments)
- Email Assistants — Preview parsed transmittals before processing
- AI Email Responses — Claude-powered draft generation
- Visual Builder — Create workflows with triggers, conditions, and actions
- Approval Flows — Multi-step document approval with role-based routing
- Scheduled Jobs — Backup (2 AM), IMAP polling (15 min), claims reminders (Thursday), weekly summary (Monday), PDF reports (1st of month)
- Document Chatbot — Q&A over real monitoring data using Claude
- Meeting Minutes — Auto-generate formal minutes from notes via Claude Haiku
- Email Response Generator — AI-assisted email drafting with context
- Anomaly Detection — Automatic alerts for document irregularities
- SLA Predictions — Deadline prediction based on historical data
- Real-Time KPIs — Document status, team workload, SLA compliance
- Report Center — Generate PDF reports with charts (ReportLab)
- Scheduled Reports — Automated report delivery via email
- Supplier Scorecards — Vendor performance tracking and ranking
- Order Predictions — Delivery date forecasting
- Team Workload — Resource allocation and bottleneck detection
- Real-Time Notifications — Server-Sent Events (SSE) with browser push
- Transmittal Management — Track document transmittals across systems
- Claims Management — Automated claim reminders with escalation
- Comments & Threads — Collaborative discussion on documents
- Client Portal — External client access via secure token URL
- DocuSign Integration — eSignature workflows
- Network Folder Sync — Monitor shared drives every 30 minutes
- API Key Management — Server-to-server auth with scoped keys
- Webhook Configuration — Event-driven integrations
- Audit Logging — Full traceability of all operations
- Prometheus Metrics —
/metricsendpoint for monitoring - Health Checks — Liveness and readiness probes
- Bilingual UI — Spanish / English toggle
- Dark Mode — Full dark theme with CSS variables
- Industrial Indigo Palette — Professional color system with role-based accents
| Layer | Technology |
|---|---|
| Backend | Python 3.11+, FastAPI, Uvicorn, Pydantic 2.0 |
| Frontend | React 18, Tailwind CSS 3, Framer Motion, Recharts |
| Database | PostgreSQL 16 (SQLAlchemy 2.0 + Alembic) — Excel fallback |
| Cache | Redis 7 |
| Auth | JWT (python-jose + bcrypt), API Keys |
| Billing | Stripe (Checkout, Portal, Webhooks) |
| AI | Anthropic Claude API (Haiku) |
| IMAP4_SSL + SMTP_SSL, tnefparse, striprtf | |
| ReportLab | |
| Icons | Phosphor Icons, Heroicons |
| Infra | Docker Compose, APScheduler, structlog |
| Monitoring | Prometheus, structured logging |
┌─────────────────────────────────────────────────────────────┐
│ Frontend (React 18) │
│ ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌───────────────┐ │
│ │Dashboard │ │Documents │ │Workflows │ │ 33 Pages... │ │
│ └──────────┘ └──────────┘ └──────────┘ └───────────────┘ │
│ Axios ──── Tailwind CSS ──── Framer Motion │
└────────────────────────┬────────────────────────────────────┘
│ HTTP / SSE
┌────────────────────────┴────────────────────────────────────┐
│ Backend (FastAPI) │
│ ┌─────────┐ ┌──────────┐ ┌──────────┐ ┌───────────────┐ │
│ │ Auth │ │ Routers │ │ Services │ │ Middleware │ │
│ │ JWT │ │ (39) │ │ (59) │ │ CORS/Tenant │ │
│ └─────────┘ └──────────┘ └──────────┘ └───────────────┘ │
│ ┌─────────┐ ┌──────────┐ ┌──────────┐ ┌───────────────┐ │
│ │Workflow │ │ Email │ │ AI │ │ Schedulers │ │
│ │ Engine │ │ Parsers │ │ Claude │ │ APScheduler │ │
│ └─────────┘ └──────────┘ └──────────┘ └───────────────┘ │
└──────┬───────────────┬──────────────────────┬───────────────┘
│ │ │
┌──────┴──────┐ ┌──────┴──────┐ ┌────────────┴────────────┐
│ PostgreSQL │ │ Redis │ │ External Services │
│ 16 + JSONB │ │ Cache │ │ Stripe · Claude · IMAP │
│ Row-level │ │ Sessions │ │ SMTP · DocuSign · S3 │
│ Tenancy │ │ │ │ │
└─────────────┘ └─────────────┘ └──────────────────────────┘
BaseRepository (abstract)
├── ExcelRepository ← STORAGE_BACKEND=excel (pandas + TTL cache)
└── PostgresRepository ← STORAGE_BACKEND=postgres (JSONB + tenant_id filter)
- Python 3.11+
- Node.js 18+
- PostgreSQL 16 (optional — Excel mode available)
- Redis 7 (optional — for caching)
cd docflow/backend
pip install -r ../../requirements.txt
# Excel mode (single-tenant, no database needed)
uvicorn main:app --reload --port 8000
# PostgreSQL mode (multi-tenant)
export STORAGE_BACKEND=postgres
export DATABASE_URL=postgresql://user:pass@localhost:5432/docflow
alembic upgrade head
uvicorn main:app --reload --port 8000cd docflow/frontend
npm install
npm start # dev server on :3000
npm run build # production build# Development
docker compose up -d
# Production
docker compose -f docker-compose.yml -f docker-compose.prod.yml up -dServices start on:
| Service | URL |
|---|---|
| Frontend | http://localhost:3000 |
| Backend API | http://localhost:8000 |
| API Docs (Swagger) | http://localhost:8000/docs |
Create a .env file in docflow/backend/ with your values:
| Variable | Description | Default |
|---|---|---|
STORAGE_BACKEND |
excel or postgres |
excel |
DATABASE_URL |
PostgreSQL connection string | — |
REDIS_URL |
Redis connection string | — |
JWT_SECRET |
Secret key for JWT tokens | (required) |
CORS_ORIGINS |
Allowed origins (comma-separated) | http://localhost:3000 |
IMAP_HOST |
IMAP server for email polling | — |
IMAP_USER / IMAP_PASS |
IMAP credentials | — |
SMTP_HOST |
SMTP server for sending emails | — |
SMTP_USER / SMTP_PASS |
SMTP credentials | — |
ANTHROPIC_API_KEY |
Claude API key for AI features | — |
STRIPE_SECRET_KEY |
Stripe secret key | — |
STRIPE_WEBHOOK_SECRET |
Stripe webhook signing secret | — |
AWS_ACCESS_KEY_ID |
AWS key for S3 cloud backup | — |
AWS_SECRET_ACCESS_KEY |
AWS secret for S3 cloud backup | — |
docflow/
├── backend/
│ ├── main.py # App entry, middleware, schedulers
│ ├── models/ # SQLAlchemy ORM (17 tables)
│ ├── repositories/ # Data access layer (Excel / PostgreSQL)
│ ├── routers/ # API endpoints (39 routers)
│ ├── services/ # Business logic (59 services)
│ │ └── parsers/ # Email parsers (6 systems)
│ ├── utils/ # Config, encryption, cache, json_store
│ ├── alembic/ # Database migrations
│ └── tests/ # Test suite (500+ tests)
├── frontend/
│ └── src/
│ ├── App.js # Main layout & navigation
│ ├── pages/ # 33 page components
│ ├── components/ # Shared UI components
│ ├── contexts/ # Theme, i18n, Toast, Tenant
│ ├── constants/ # Status colors, config
│ ├── hooks/ # Custom React hooks
│ ├── services/ # Axios API client
│ ├── translations/ # ES / EN translations
│ └── utils/ # Date formatting, helpers
├── docker-compose.yml # Dev orchestration
├── docker-compose.prod.yml # Production overrides
└── requirements.txt # Python dependencies
All endpoints prefixed with /api/v1/. Interactive docs at /docs (Swagger UI).
| Module | Endpoints | Description |
|---|---|---|
/auth |
3 | Login, refresh token, accept invite |
/documents |
12 | CRUD, monitoring, batch, search |
/workflows |
8 | Create, execute, approve, history |
/projects |
6 | Project management & dashboard |
/notifications |
3 | SSE stream, list, mark read |
/reports |
5 | Generate, schedule, download PDF |
/analytics |
4 | KPIs, trends, team metrics |
/tenants |
4 | Register, manage, feature flags |
/billing |
3 | Checkout, portal, webhooks |
/admin |
5 | Superadmin, impersonation, usage |
/transmittals |
3 | Parse, preview, process |
/claims |
3 | List, create, remind |
/predictions |
3 | SLA, orders, anomalies |
/chatbot |
2 | AI Q&A over documents |
/portal |
3 | Client portal (public) |
/health |
2 | Liveness / readiness probes |
/metrics |
1 | Prometheus metrics |
| Job | Schedule | Description |
|---|---|---|
| Database Backup | Daily 2:00 AM | Full backup to local storage |
| IMAP Polling | Every 15 min | Fetch new emails from mailbox |
| Claims Reminder | Thursday | Auto-send pending claim notifications |
| Weekly Summary | Monday | Generate and email weekly report |
| PDF Report | 1st of month | Generate monthly PDF report |
| Folder Sync | Every 30 min | Scan network shared drives |
JWT Tokens — User sessions
POST /api/v1/auth/login
Body: { "username": "user", "password": "pass" }
→ { "access_token": "...", "refresh_token": "..." }
Header: Authorization: Bearer <access_token>
API Keys — Server-to-server
Header: X-API-Key: <api_key>
Every data table includes a tenant_id column. All queries are automatically filtered by the authenticated user's tenant, ensuring complete data isolation.
| Plan | Users | Documents | Highlights |
|---|---|---|---|
| Free | 3 | 500 | Core document management |
| Pro | 15 | 10,000 | + Workflows, AI, reports |
| Enterprise | Unlimited | Unlimited | + API keys, webhooks, SSO |
Proprietary software. All rights reserved.
Built with FastAPI + React by jparedesDS