Turn your coding agent into a Software Engineering agent

I built a personal CRM that runs on your own computer. It needs nothing but Python: no packages to install and no build step. All your data is kept in one SQLite file, `crm.db`.

**To run it:** `python3 server.py`, then open http://127.0.0.1:8765

**What it does:**
- **Dashboard:** shows who you're overdue to contact, reminders due this week, birthdays in the next 30 days (with the age they're turning, if you entered the year) and your recent activity. A **✓ Contacted** button marks that you got in touch today.
- **Contacts:** stores contact details, how you met, notes, tags and how often you want to stay in touch (weekly, monthly, quarterly and so on).
- **Contact page:** a history of calls, meetings and messages, plus dated reminders like "ask how the move went."
- **Finding people:** search across names, companies, notes and tags; click a tag to filter; sort by name, most overdue, longest since you last talked, or recently added. Press `/` to search and `n` to add a contact.
- **Import and export:** bring contacts in from a CSV file, and export everything as CSV or JSON.
- It follows your system's light or dark mode.

**Testing:** there are 15 tests covering the data rules and the web requests, and all of them pass. They include overdue follow-ups, Feb 29 birthdays, deleting a contact along with their history, CSV import and export, and blocking changes from other websites. I checked the JavaScript for syntax errors but haven't clicked through the pages in a browser.

The web request tests take about 35 seconds. Using curl, the server itself answered in under a millisecond; the delay comes from this sandbox blocking Python's own connections to the local server, so on your machine they should finish almost instantly.

**Safety:** there's no login, so by default only your own computer can reach it, and it rejects write requests from other websites. Don't use `--host 0.0.0.0` on a network you don't trust.

Files are `server.py`, the `static/` folder (the web pages), `test_server.py` and `README.md`. Some things I could add next: a Gmail or Calendar sync to log interactions automatically, a vCard import from your phone's contacts, or a login so you can host it somewhere.

I built a personal CRM that runs on your own computer. It needs nothing but Python: no packages to install and no build step. All your data is kept in one SQLite file, `crm.db`.

**To run it:** `python3 server.py`, then open http://127.0.0.1:8765

**What it does:**
- **Dashboard:** shows who you're overdue to contact, reminders due this week, birthdays in the next 30 days (with the age they're turning, if you entered the year) and your recent activity. A **✓ Contacted** button marks that you got in touch today.
- **Contacts:** stores contact details, how you met, notes, tags and how often you want to stay in touch (weekly, monthly, quarterly and so on).
- **Contact page:** a history of calls, meetings and messages, plus dated reminders like "ask how the move went."
- **Finding people:** search across names, companies, notes and tags; click a tag to filter; sort by name, most overdue, longest since you last talked, or recently added. Press `/` to search and `n` to add a contact.
- **Import and export:** bring contacts in from a CSV file, and export everything as CSV or JSON.
- It follows your system's light or dark mode.

server.py (716 lines), lines 36–73:

SCHEMA = """
CREATE TABLE IF NOT EXISTS contacts (
    id             INTEGER PRIMARY KEY,
    name           TEXT NOT NULL,
    email          TEXT NOT NULL DEFAULT '',
    phone          TEXT NOT NULL DEFAULT '',
    company        TEXT NOT NULL DEFAULT '',
    role           TEXT NOT NULL DEFAULT '',
    location       TEXT NOT NULL DEFAULT '',
    birthday       TEXT NOT NULL DEFAULT '',   -- YYYY-MM-DD or --MM-DD (year unknown)
    how_met        TEXT NOT NULL DEFAULT '',
    notes          TEXT NOT NULL DEFAULT '',
    follow_up_days INTEGER,                    -- desired contact cadence; NULL = none
    created_at     TEXT NOT NULL,
    updated_at     TEXT NOT NULL
);
CREATE TABLE IF NOT EXISTS contact_tags (
    contact_id INTEGER NOT NULL REFERENCES contacts(id) ON DELETE CASCADE,
    tag        TEXT NOT NULL,
    PRIMARY KEY (contact_id, tag)
);
CREATE TABLE IF NOT EXISTS interactions (
    id         INTEGER PRIMARY KEY,
    contact_id INTEGER NOT NULL REFERENCES contacts(id) ON DELETE CASCADE,
    date       TEXT NOT NULL,
    kind       TEXT NOT NULL,
    summary    TEXT NOT NULL DEFAULT '',
    created_at TEXT NOT NULL
);
CREATE TABLE IF NOT EXISTS reminders (
    id         INTEGER PRIMARY KEY,
    contact_id INTEGER NOT NULL REFERENCES contacts(id) ON DELETE CASCADE,
    due_date   TEXT NOT NULL,
    text       TEXT NOT NULL,
    done       INTEGER NOT NULL DEFAULT 0,
    created_at TEXT NOT NULL
);
CREATE INDEX IF NOT EXISTS idx_interactions_contact ON interactions(contact_id, date);

test_server.py, lines 15–45 (15 tests; they import server.py and call its Store class directly):


class StoreTests(unittest.TestCase):
    def setUp(self):
        self.tmp = tempfile.TemporaryDirectory()
        self.store = server.Store(str(Path(self.tmp.name) / "t.db"))

    def tearDown(self):
        self.tmp.cleanup()

    def test_create_and_tags_normalized(self):
        c = self.store.create_contact({"name": " Ada ", "tags": "Work, friend, work"})
        self.assertEqual(c["name"], "Ada")
        self.assertEqual(c["tags"], ["friend", "work"])

    def test_name_required(self):
        with self.assertRaises(server.ApiError):
            self.store.create_contact({"name": "  "})

    def test_follow_up_overdue_uses_last_interaction(self):
        c = self.store.create_contact({"name": "Bo", "follow_up_days": 30})
        self.store.add_interaction(c["id"], {"date": (date.today() - timedelta(days=40)).isoformat(), "kind": "call"})
        c = self.store.get_contact(c["id"])
        self.assertEqual(c["days_overdue"], 10)
        dash = self.store.dashboard()
        self.assertEqual([x["id"] for x in dash["overdue"]], [c["id"]])

        self.store.add_interaction(c["id"], {"date": date.today().isoformat(), "kind": "email"})
        self.assertEqual(self.store.get_contact(c["id"])["days_overdue"], -30)
        self.assertEqual(self.store.dashboard()["overdue"], [])

    def test_birthdays(self):