Vibecode Zoho CRM

You are building a lean indie version of Zoho CRM.

Create the following project files first, then implement the application by following them. Keep the files updated as decisions change. Do not collapse this into a single README or prompt.

===== README.md =====
# Zoho CRM indie build

## Goal

Build the smallest trustworthy replacement for the core Zoho CRM workflow for one developer or a tiny team.

## Scope

Manage contacts and companies, move deals through a focused pipeline, log interactions, and surface the next action without recreating the wider Zoho suite.

## Quick start

1. Install the documented dependencies.
2. Copy `.env.example` to `.env`.
3. Run the development command chosen during implementation.
4. Complete the acceptance checks in `BUILD_PLAN.md`.

## Honest limits

This build deliberately does not replace:
- ecosystem breadth, integrations, automation, analytics, and enterprise controls
- automatic email and calendar capture
- data enrichment
- large integration ecosystem
- enterprise reporting

If those capabilities are essential, use Twenty instead of pretending the gap is solved.

===== AGENTS.md =====
# Agent instructions

- Optimize for a working, understandable weekend build.
- Prefer the fewest moving parts that satisfy the brief.
- Do not invent cryptography, security guarantees, APIs, or compliance claims.
- Keep secrets out of source control and logs.
- Add focused tests for destructive, security-sensitive, and data-loss paths.
- Run the project checks before declaring the build complete.
- Record any deliberate shortcut in the README under "Tradeoffs".

===== BUILD_PLAN.md =====
# Build plan

## Original build brief

Build a closest honest personal substitute for Zoho CRM in an empty repository.
Use Next.js 15, TypeScript, PostgreSQL, Drizzle ORM, and Docker Compose; do not offer alternative stacks.
The core loop is: manage contacts and companies, move deals through a focused pipeline, log interactions, and surface the next action without recreating the wider Zoho suite.
Make the first run work locally with one documented command.
Store all user data locally by default and make export straightforward.
Put secrets in .env, ship .env.example, and never commit credentials.
Create contacts, companies, opportunities, notes, tasks, and configurable pipeline stages.
Add fast global search, duplicate detection, merge, CSV import, and CSV export.
Provide a chronological interaction timeline with manual email and meeting logging.
Implement saved views, filters, owner assignment, and a next-action dashboard.
Add role-based access, an immutable activity log, backups, and a recovery command.
Seed a realistic demo workspace and document field mapping for imports.
Include clear empty, loading, success, and recoverable error states.
Add input validation, safe filenames, and graceful handling of unavailable APIs.
Write focused tests for the core transformation and one end-to-end happy path.
Create a README with setup, architecture, permissions, data location, and backup steps.
Do not add accounts, billing, telemetry, analytics, or a hosted control plane.
Do not claim to reproduce proprietary data, network liquidity, regulated access, or frontier infrastructure.
Deliberately leave out automatic mailbox ingestion.
Deliberately leave out commercial enrichment databases.
Deliberately leave out enterprise forecasting, integrations, and compliance.
Finish by running the tests and listing the exact commands used.

## Required capabilities

- Docker
- PostgreSQL
- self-hosted server
- optional email API credentials

## Delivery order

1. Scaffold the smallest runnable application and document its commands.
2. Implement the primary data model and core workflow.
3. Add validation, safe failure states, and persistence.
4. Cover the critical path with automated tests.
5. Exercise a clean install from the README and fix every missing step.

## Done when

- A new user can go from clone to first successful workflow using only the README.
- The core workflow works without paid infrastructure unless the brief requires it.
- Tests cover the highest-risk behavior.
- Known limitations are explicit rather than hidden.

===== .env.example =====
# Copy to .env and document every variable when it is introduced.
# Never put real credentials in this file.

APP_ENV=development
# Add only values required by the selected implementation.

You are building a lean indie version of Zoho CRM.

Create the following project files first, then implement the application by following them. Keep the files updated as decisions change. Do not collapse this into a single README or prompt.

===== README.md =====
# Zoho CRM indie build

## Goal

Build the smallest trustworthy replacement for the core Zoho CRM workflow for one developer or a tiny team.

## Scope

Manage contacts and companies, move deals through a focused pipeline, log interactions, and surface the next action without recreating the wider Zoho suite.

## Quick start

1. Install the documented dependencies.
2. Copy `.env.example` to `.env`.
3. Run the development command chosen during implementation.
4. Complete the acceptance checks in `BUILD_PLAN.md`.

## Honest limits

This build deliberately does not replace:
- ecosystem breadth, integrations, automation, analytics, and enterprise controls
- automatic email and calendar capture
- data enrichment
- large integration ecosystem
- enterprise reporting

If those capabilities are essential, use Twenty instead of pretending the gap is solved.

===== AGENTS.md =====
# Agent instructions

- Optimize for a working, understandable weekend build.
- Prefer the fewest moving parts that satisfy the brief.
- Do not invent cryptography, security guarantees, APIs, or compliance claims.
- Keep secrets out of source control and logs.
- Add focused tests for destructive, security-sensitive, and data-loss paths.
- Run the project checks before declaring the build complete.
- Record any deliberate shortcut in the README under "Tradeoffs".

===== BUILD_PLAN.md =====
# Build plan

## Original build brief

Build a closest honest personal substitute for Zoho CRM in an empty repository.
Use Next.js 15, TypeScript, PostgreSQL, Drizzle ORM, and Docker Compose; do not offer alternative stacks.
The core loop is: manage contacts and companies, move deals through a focused pipeline, log interactions, and surface the next action without recreating the wider Zoho suite.
Make the first run work locally with one documented command.
Store all user data locally by default and make export straightforward.
Put secrets in .env, ship .env.example, and never commit credentials.
Create contacts, companies, opportunities, notes, tasks, and configurable pipeline stages.
Add fast global search, duplicate detection, merge, CSV import, and CSV export.
Provide a chronological interaction timeline with manual email and meeting logging.
Implement saved views, filters, owner assignment, and a next-action dashboard.
Add role-based access, an immutable activity log, backups, and a recovery command.
Seed a realistic demo workspace and document field mapping for imports.
Include clear empty, loading, success, and recoverable error states.
Add input validation, safe filenames, and graceful handling of unavailable APIs.
Write focused tests for the core transformation and one end-to-end happy path.
Create a README with setup, architecture, permissions, data location, and backup steps.
Do not add accounts, billing, telemetry, analytics, or a hosted control plane.
Do not claim to reproduce proprietary data, network liquidity, regulated access, or frontier infrastructure.
Deliberately leave out automatic mailbox ingestion.
Deliberately leave out commercial enrichment databases.
Deliberately leave out enterprise forecasting, integrations, and compliance.
Finish by running the tests and listing the exact commands used.

## Required capabilities

- Docker
- PostgreSQL
- self-hosted server
- optional email API credentials

## Delivery order

1. Scaffold the smallest runnable application and document its commands.
2. Implement the primary data model and core workflow.
3. Add validation, safe failure states, and persistence.
4. Cover the critical path with automated tests.
5. Exercise a clean install from the README and fix every missing step.

## Done when

- A new user can go from clone to first successful workflow using only the README.
- The core workflow works without paid infrastructure unless the brief requires it.
- Tests cover the highest-risk behavior.
- Known limitations are explicit rather than hidden.

===== .env.example =====
# Copy to .env and document every variable when it is introduced.
# Never put real credentials in this file.

APP_ENV=development
# Add only values required by the selected implementation.

You are building a production product version of Zoho CRM.

Create the following project files first, then implement the application by following them. Keep the files updated as decisions change. Do not collapse this into a single README or prompt.

===== PRODUCT.md =====
# Zoho CRM product brief

## Problem

A consolation build is possible, but the paid product's decisive value sits outside a solo rebuild. For Zoho CRM, manage a focused contact and deal pipeline without recreating the wider Zoho suite. The hard boundary is ecosystem breadth, integrations, automation, analytics, and enterprise controls, plus integrations, data quality, and workflow lock-in.

## Product outcome

Manage contacts and companies, move deals through a focused pipeline, log interactions, and surface the next action without recreating the wider Zoho suite.

## Target user

A serious builder who needs a maintainable product foundation rather than a one-off demo.

## Required capabilities

- Docker
- PostgreSQL
- self-hosted server
- optional email API credentials

## Explicit non-goals for v1

- ecosystem breadth, integrations, automation, analytics, and enterprise controls
- automatic email and calendar capture
- data enrichment
- large integration ecosystem
- enterprise reporting

## Success criteria

- The primary workflow is measurable end to end.
- Setup is reproducible in a clean environment.
- Failure, recovery, and support paths are documented.
- Product claims match what the implementation actually guarantees.

===== ARCHITECTURE.md =====
# Architecture

## Starting brief

Build a closest honest personal substitute for Zoho CRM in an empty repository.
Use Next.js 15, TypeScript, PostgreSQL, Drizzle ORM, and Docker Compose; do not offer alternative stacks.
The core loop is: manage contacts and companies, move deals through a focused pipeline, log interactions, and surface the next action without recreating the wider Zoho suite.
Make the first run work locally with one documented command.
Store all user data locally by default and make export straightforward.
Put secrets in .env, ship .env.example, and never commit credentials.
Create contacts, companies, opportunities, notes, tasks, and configurable pipeline stages.
Add fast global search, duplicate detection, merge, CSV import, and CSV export.
Provide a chronological interaction timeline with manual email and meeting logging.
Implement saved views, filters, owner assignment, and a next-action dashboard.
Add role-based access, an immutable activity log, backups, and a recovery command.
Seed a realistic demo workspace and document field mapping for imports.
Include clear empty, loading, success, and recoverable error states.
Add input validation, safe filenames, and graceful handling of unavailable APIs.
Write focused tests for the core transformation and one end-to-end happy path.
Create a README with setup, architecture, permissions, data location, and backup steps.
Do not add accounts, billing, telemetry, analytics, or a hosted control plane.
Do not claim to reproduce proprietary data, network liquidity, regulated access, or frontier infrastructure.
Deliberately leave out automatic mailbox ingestion.
Deliberately leave out commercial enrichment databases.
Deliberately leave out enterprise forecasting, integrations, and compliance.
Finish by running the tests and listing the exact commands used.

## Boundaries

Separate the product into replaceable modules for interface, application logic, persistence, external integrations, and operational concerns. Keep domain logic independent from delivery frameworks and vendors.

## Production baseline

- Configuration: validated at startup with safe local defaults where possible.
- Security: least privilege, input validation, secret redaction, rate limits on abuse-prone paths, and no invented security primitives.
- Data: explicit schema and migrations, transactional writes where integrity matters, backup and restore instructions.
- Integrations: adapters around third-party providers, idempotent webhook or job processing, bounded retries, and timeouts.
- Observability: structured logs with request or operation IDs, an error-tracking hook, and health/readiness checks where a server exists.
- Quality: unit tests for domain rules, integration tests at module boundaries, and one end-to-end critical-path test.

## Decision records

For each major dependency, document why it was chosen, its failure mode, and how it can be replaced. Do not introduce infrastructure until a requirement justifies it.

===== AGENTS.md =====
# Agent instructions

- Read `PRODUCT.md` and `ARCHITECTURE.md` before changing code.
- Implement milestone by milestone; keep each change reviewable and leave the application runnable.
- Treat authentication, payments, encryption, imports, webhooks, and destructive actions as high-risk boundaries when present.
- Never invent cryptography or silently weaken a requirement to make a test pass.
- Use provider interfaces for external services and deterministic fakes in tests.
- Add migrations and rollback or recovery notes for persistent data changes.
- Log useful operational context without credentials, tokens, passwords, or personal data.
- Update documentation and run all checks before completing a milestone.

===== MILESTONES.md =====
# Delivery milestones

## M0 — Decisions and scaffold

- Confirm the runtime, persistence model, threat boundaries, and deployment target.
- Create a reproducible local environment and continuous checks.

## M1 — Core workflow

- Implement the smallest end-to-end product path with validation and tests.
- Keep integrations behind interfaces.

## M2 — Trust layer

- Add secure failure behavior, recovery paths, audit-relevant events, and data safeguards.
- Test abuse cases and destructive operations.

## M3 — Operability

- Add structured logs, error reporting hooks, health signals, backup/restore documentation, and deployment configuration.

## M4 — Release gate

- Run a clean-install test, critical-path end-to-end test, dependency review, and documented rollback exercise.
- Compare the shipped behavior with `PRODUCT.md` and publish remaining limitations.

===== OPERATIONS.md =====
# Operations

## Before release

- Validate configuration and secrets at startup.
- Define backup, restore, and rollback procedures and test them.
- Document logs, error tracking, health signals, and alert ownership.
- Set dependency update and vulnerability review expectations.

## Incident checklist

1. Contain the issue without destroying evidence or user data.
2. Record the timeline and affected scope.
3. Rotate exposed secrets and revoke compromised sessions or credentials.
4. Restore from a verified source when needed.
5. Document the root cause, remediation, and regression test.

## Launch constraint

Do not market omitted Zoho CRM capabilities as implemented. The v1 non-goals in `PRODUCT.md` remain user-visible limitations until they are deliberately delivered.

# Zoho CRM indie build

## Goal

Build the smallest trustworthy replacement for the core Zoho CRM workflow for one developer or a tiny team.

## Scope

Manage contacts and companies, move deals through a focused pipeline, log interactions, and surface the next action without recreating the wider Zoho suite.

## Quick start

1. Install the documented dependencies.
2. Copy `.env.example` to `.env`.
3. Run the development command chosen during implementation.
4. Complete the acceptance checks in `BUILD_PLAN.md`.

## Honest limits

This build deliberately does not replace:
- ecosystem breadth, integrations, automation, analytics, and enterprise controls
- automatic email and calendar capture
- data enrichment
- large integration ecosystem
- enterprise reporting

If those capabilities are essential, use Twenty instead of pretending the gap is solved.

# Agent instructions

- Optimize for a working, understandable weekend build.
- Prefer the fewest moving parts that satisfy the brief.
- Do not invent cryptography, security guarantees, APIs, or compliance claims.
- Keep secrets out of source control and logs.
- Add focused tests for destructive, security-sensitive, and data-loss paths.
- Run the project checks before declaring the build complete.
- Record any deliberate shortcut in the README under "Tradeoffs".

# Build plan

## Original build brief

Build a closest honest personal substitute for Zoho CRM in an empty repository.
Use Next.js 15, TypeScript, PostgreSQL, Drizzle ORM, and Docker Compose; do not offer alternative stacks.
The core loop is: manage contacts and companies, move deals through a focused pipeline, log interactions, and surface the next action without recreating the wider Zoho suite.
Make the first run work locally with one documented command.
Store all user data locally by default and make export straightforward.
Put secrets in .env, ship .env.example, and never commit credentials.
Create contacts, companies, opportunities, notes, tasks, and configurable pipeline stages.
Add fast global search, duplicate detection, merge, CSV import, and CSV export.
Provide a chronological interaction timeline with manual email and meeting logging.
Implement saved views, filters, owner assignment, and a next-action dashboard.
Add role-based access, an immutable activity log, backups, and a recovery command.
Seed a realistic demo workspace and document field mapping for imports.
Include clear empty, loading, success, and recoverable error states.
Add input validation, safe filenames, and graceful handling of unavailable APIs.
Write focused tests for the core transformation and one end-to-end happy path.
Create a README with setup, architecture, permissions, data location, and backup steps.
Do not add accounts, billing, telemetry, analytics, or a hosted control plane.
Do not claim to reproduce proprietary data, network liquidity, regulated access, or frontier infrastructure.
Deliberately leave out automatic mailbox ingestion.
Deliberately leave out commercial enrichment databases.
Deliberately leave out enterprise forecasting, integrations, and compliance.
Finish by running the tests and listing the exact commands used.

## Required capabilities

- Docker
- PostgreSQL
- self-hosted server
- optional email API credentials

## Delivery order

1. Scaffold the smallest runnable application and document its commands.
2. Implement the primary data model and core workflow.
3. Add validation, safe failure states, and persistence.
4. Cover the critical path with automated tests.
5. Exercise a clean install from the README and fix every missing step.

## Done when

- A new user can go from clone to first successful workflow using only the README.
- The core workflow works without paid infrastructure unless the brief requires it.
- Tests cover the highest-risk behavior.
- Known limitations are explicit rather than hidden.

# Copy to .env and document every variable when it is introduced.
# Never put real credentials in this file.

APP_ENV=development
# Add only values required by the selected implementation.

# Zoho CRM product brief

## Problem

A consolation build is possible, but the paid product's decisive value sits outside a solo rebuild. For Zoho CRM, manage a focused contact and deal pipeline without recreating the wider Zoho suite. The hard boundary is ecosystem breadth, integrations, automation, analytics, and enterprise controls, plus integrations, data quality, and workflow lock-in.

## Product outcome

Manage contacts and companies, move deals through a focused pipeline, log interactions, and surface the next action without recreating the wider Zoho suite.

## Target user

A serious builder who needs a maintainable product foundation rather than a one-off demo.

## Required capabilities

- Docker
- PostgreSQL
- self-hosted server
- optional email API credentials

## Explicit non-goals for v1

- ecosystem breadth, integrations, automation, analytics, and enterprise controls
- automatic email and calendar capture
- data enrichment
- large integration ecosystem
- enterprise reporting

## Success criteria

- The primary workflow is measurable end to end.
- Setup is reproducible in a clean environment.
- Failure, recovery, and support paths are documented.
- Product claims match what the implementation actually guarantees.

# Architecture

## Starting brief

Build a closest honest personal substitute for Zoho CRM in an empty repository.
Use Next.js 15, TypeScript, PostgreSQL, Drizzle ORM, and Docker Compose; do not offer alternative stacks.
The core loop is: manage contacts and companies, move deals through a focused pipeline, log interactions, and surface the next action without recreating the wider Zoho suite.
Make the first run work locally with one documented command.
Store all user data locally by default and make export straightforward.
Put secrets in .env, ship .env.example, and never commit credentials.
Create contacts, companies, opportunities, notes, tasks, and configurable pipeline stages.
Add fast global search, duplicate detection, merge, CSV import, and CSV export.
Provide a chronological interaction timeline with manual email and meeting logging.
Implement saved views, filters, owner assignment, and a next-action dashboard.
Add role-based access, an immutable activity log, backups, and a recovery command.
Seed a realistic demo workspace and document field mapping for imports.
Include clear empty, loading, success, and recoverable error states.
Add input validation, safe filenames, and graceful handling of unavailable APIs.
Write focused tests for the core transformation and one end-to-end happy path.
Create a README with setup, architecture, permissions, data location, and backup steps.
Do not add accounts, billing, telemetry, analytics, or a hosted control plane.
Do not claim to reproduce proprietary data, network liquidity, regulated access, or frontier infrastructure.
Deliberately leave out automatic mailbox ingestion.
Deliberately leave out commercial enrichment databases.
Deliberately leave out enterprise forecasting, integrations, and compliance.
Finish by running the tests and listing the exact commands used.

## Boundaries

Separate the product into replaceable modules for interface, application logic, persistence, external integrations, and operational concerns. Keep domain logic independent from delivery frameworks and vendors.

## Production baseline

- Configuration: validated at startup with safe local defaults where possible.
- Security: least privilege, input validation, secret redaction, rate limits on abuse-prone paths, and no invented security primitives.
- Data: explicit schema and migrations, transactional writes where integrity matters, backup and restore instructions.
- Integrations: adapters around third-party providers, idempotent webhook or job processing, bounded retries, and timeouts.
- Observability: structured logs with request or operation IDs, an error-tracking hook, and health/readiness checks where a server exists.
- Quality: unit tests for domain rules, integration tests at module boundaries, and one end-to-end critical-path test.

## Decision records

For each major dependency, document why it was chosen, its failure mode, and how it can be replaced. Do not introduce infrastructure until a requirement justifies it.

# Agent instructions

- Read `PRODUCT.md` and `ARCHITECTURE.md` before changing code.
- Implement milestone by milestone; keep each change reviewable and leave the application runnable.
- Treat authentication, payments, encryption, imports, webhooks, and destructive actions as high-risk boundaries when present.
- Never invent cryptography or silently weaken a requirement to make a test pass.
- Use provider interfaces for external services and deterministic fakes in tests.
- Add migrations and rollback or recovery notes for persistent data changes.
- Log useful operational context without credentials, tokens, passwords, or personal data.
- Update documentation and run all checks before completing a milestone.

# Delivery milestones

## M0 — Decisions and scaffold

- Confirm the runtime, persistence model, threat boundaries, and deployment target.
- Create a reproducible local environment and continuous checks.

## M1 — Core workflow

- Implement the smallest end-to-end product path with validation and tests.
- Keep integrations behind interfaces.

## M2 — Trust layer

- Add secure failure behavior, recovery paths, audit-relevant events, and data safeguards.
- Test abuse cases and destructive operations.

## M3 — Operability

- Add structured logs, error reporting hooks, health signals, backup/restore documentation, and deployment configuration.

## M4 — Release gate

- Run a clean-install test, critical-path end-to-end test, dependency review, and documented rollback exercise.
- Compare the shipped behavior with `PRODUCT.md` and publish remaining limitations.

# Operations

## Before release

- Validate configuration and secrets at startup.
- Define backup, restore, and rollback procedures and test them.
- Document logs, error tracking, health signals, and alert ownership.
- Set dependency update and vulnerability review expectations.

## Incident checklist

1. Contain the issue without destroying evidence or user data.
2. Record the timeline and affected scope.
3. Rotate exposed secrets and revoke compromised sessions or credentials.
4. Restore from a verified source when needed.
5. Document the root cause, remediation, and regression test.

## Launch constraint

Do not market omitted Zoho CRM capabilities as implemented. The v1 non-goals in `PRODUCT.md` remain user-visible limitations until they are deliberately delivered.

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