Vibecode ClickUp
track this build5 phases, 15 steps, beginner friendly0%KINDA · weekend project
price $10/moyou'd save $120/yrbuild time multi-daycategory 🗂️ project managementreplaced by 0 people
The core loop is buildable, but a dependable replacement becomes a real weekend or multi-day project. For ClickUp, combine tasks, docs, goals, dashboards, and simple automations for a small team. The hard boundary is breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine, plus collaboration, integrations, and organizational trust.
the project pack5 files · written for this build, step by step
You are building a lean indie version of ClickUp. 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 ===== # ClickUp · indie build Build a task workspace with linked docs and transparent goal rollups. Estimated effort: **multi-day**. Work `BUILD_PLAN.md` top to bottom · every phase ends in a check that has to pass before the next one starts. ## Stack | Part | Choice | Why | | --- | --- | --- | | Runtime | Python 3.12+ and Flask | A small local HTTP application with readable server-side handlers and no JavaScript build pipeline. | | Storage | SQLite through Python sqlite3 | Local ownership with explicit transactions and a portable backup path. | | Interface | Jinja HTML templates, CSS and vanilla JavaScript | Implement the specified screens directly with labelled controls and progressive enhancement. | | Verification | Python unittest and browser acceptance fixtures | Check invariants and the actual user workflow before the next phase. | ## Before you start Have every one of these ready. The plan assumes them from step one. - [ ] **Python 3.12 or newer and a terminal** · Python is free; this local prototype requires no hosting subscription. - Why: The local backend, tests and storage use Python. - Get it: Install Python from python.org. Open a terminal in a new empty project folder. On Windows, use py -3 where this guide says python if python is not on PATH; on macOS/Linux use python3 if needed. Create .venv and activate it before installing packages. - Verify: python --version reports 3.12+ and python -c "import sqlite3" succeeds. - [ ] **A current desktop browser and text editor** · No paid service required for this local step. - Why: You need to view the local interface and edit generated project files. - Get it: Use an installed Chrome, Firefox or Edge browser. Open the empty project folder in your editor; open the terminal there, not in this catalog repository. - Verify: You can create a text file in the project folder and open browser developer tools. - [ ] **ClickUp acceptance sample** · No paid service required for this local step. - Why: This fixture makes the first end-to-end check reproducible. - Get it: Create synthetic sample data before implementation: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Save it under fixtures/ with the expected results in fixtures/README.md; use no real credentials or customer records. - Verify: The fixture files and expected outcomes exist and can be inspected without a vendor account. - [ ] **Confirm the bounded replacement** · No paid service required for this local step. - Why: The full commercial product is larger than this guide. - Get it: The deliverable is a task workspace with linked docs and transparent goal rollups. Read every exclusion below. Indie mode runs locally; any public or shared use requires the product access and deployment gates first. - Verify: You can name the primary workflow and the vendor features this version deliberately leaves out. ## Quick start ```sh python -m venv .venv python -m pip install Flask Flask-WTF python-dotenv waitress tzdata python -m pip freeze > requirements.txt python -m flask --app app run --host 127.0.0.1 ``` Then copy `.env.example` to `.env` and fill in the values it documents. ## Honest limits This build deliberately does not replace: - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine - deep integrations - enterprise permissions - large-scale reporting - battle-tested notifications and mobile apps If one of those is essential to you, that is the reason to keep paying for ClickUp, and the README should say so rather than pretend. ===== BRIEF.md ===== # Build brief · ClickUp The one-shot brief this plan expands. `BUILD_PLAN.md` (or `MILESTONES.md`) is the same sequence broken into steps and checks; where the two disagree, the plan wins. Build me a task workspace with linked docs and transparent goal rollups as a bounded replacement for ClickUp. Build it in phases in the order below. Do not write the whole product in one pass. Finish the current phase, run its Done when checks, fix failures, then continue. Indie mode completes Phases 1-5. Phase 6 is required before shared or public deployment. ### Stack (fixed, do not substitute) - Runtime: Python 3.12+ and Flask. A small local HTTP application with readable server-side handlers and no JavaScript build pipeline. - Storage: SQLite through Python sqlite3. Local ownership with explicit transactions and a portable backup path. - Interface: Jinja HTML templates, CSS and vanilla JavaScript. Implement the specified screens directly with labelled controls and progressive enhancement. - Verification: Python unittest and browser acceptance fixtures. Check invariants and the actual user workflow before the next phase. ### Data model (create this before Phase 1) - spaces(id,name) - lists(id,space_id,name) - tasks(id,list_id,title,status,estimate,revision) - docs(id,space_id,title,body) - task_docs(task_id,doc_id) - goals(id,name) - goal_tasks(goal_id,task_id) - rules(id,list_id,trigger,target_status) - Use stable ids and explicit relationships; add auxiliary tables named by the phases before those phases use them. - Acceptance fixture: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. ### Prerequisites and configuration - Python 3.12 or newer and a terminal: Install Python from python.org. Open a terminal in a new empty project folder. On Windows, use py -3 where this guide says python if python is not on PATH; on macOS/Linux use python3 if needed. Create .venv and activate it before installing packages. Verify: python --version reports 3.12+ and python -c "import sqlite3" succeeds. Cost: Python is free; this local prototype requires no hosting subscription. - A current desktop browser and text editor: Use an installed Chrome, Firefox or Edge browser. Open the empty project folder in your editor; open the terminal there, not in this catalog repository. Verify: You can create a text file in the project folder and open browser developer tools. Cost: No paid service required for this local step. - ClickUp acceptance sample: Create synthetic sample data before implementation: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Save it under fixtures/ with the expected results in fixtures/README.md; use no real credentials or customer records. Verify: The fixture files and expected outcomes exist and can be inspected without a vendor account. Cost: No paid service required for this local step. - Confirm the bounded replacement: The deliverable is a task workspace with linked docs and transparent goal rollups. Read every exclusion below. Indie mode runs locally; any public or shared use requires the product access and deployment gates first. Verify: You can name the primary workflow and the vendor features this version deliberately leaves out. Cost: No paid service required for this local step. - Configuration: DATA_DIR, SECRET_KEY, APP_MODE, SITE_URL. Ship .env.example, replace placeholders and exclude secrets from git. ### Phase 1 · Local foundation and data contract Build: Create the runnable local foundation for a task workspace with linked docs and transparent goal rollups, including the real schema and acceptance fixture. - Run the venv command first, then stop and activate it before running the remaining commands. Use your OS instructions: Windows .venv\Scripts\activate.bat in cmd, or .venv\Scripts\Activate.ps1 in PowerShell; macOS/Linux source .venv/bin/activate. Then install the listed packages. Create app.py exposing app, load .env with python-dotenv, and add a /healthz route. Freeze tested dependency versions to requirements.txt. Create .env manually from .env.example; replace SECRET_KEY before launch. Commands, after creating the named files: `python -m venv .venv`; `python -m pip install Flask Flask-WTF python-dotenv waitress tzdata`; `python -m pip freeze > requirements.txt`; `python -m flask --app app run --host 127.0.0.1`. - For database-backed state create schema.sql and db.py using this model: spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status). Add the auxiliary relationships explicitly used in later phases; use stable ids, foreign keys, parameterized values and transactions. For canonical files use atomic replacement and hashes instead. Implement python manage.py init and python manage.py seed to create only synthetic data: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Re-running init must not erase data. Commands, after creating the named files: `python manage.py init`; `python manage.py seed`. - Install Flask-WTF CSRF protection for forms and same-origin fetches, validate Host and Origin against SITE_URL, bound inputs and escape output. Deliberately public intake endpoints get bounded validation and rate limits; signed provider webhooks use signature checks instead of browser CSRF tokens. All other admin routes stay local until product authentication exists. When a later phase tests viewer/member permissions, implement the users, hashed passwords, expiring server sessions and role checks in this foundation first; product mode must never use a fabricated identity from request input. Add error, empty, keyboard-focus and retry states now. - Trap: The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. Done when: The documented start command serves /healthz and the initial screen at http://127.0.0.1:5000. Restarting preserves the seeded records or canonical files; running init again deletes nothing. A cross-origin state-changing request to an admin route is refused. Do not build yet: Do not start workspace hierarchy until these checks pass. ### Phase 2 · Workspace hierarchy Build: Workspace hierarchy for ClickUp: Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. - Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. - Add typed custom fields for effort and priority with list and board views over the same task records. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Moving a task to a second list preserves its notes and id. Then check: A negative effort estimate is rejected without changing the task. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: Do not create separate copies of tasks for each view. Done when: Moving a task to a second list preserves its notes and id. A negative effort estimate is rejected without changing the task. Do not build yet: Do not start docs and goals until these checks pass. ### Phase 3 · Docs and goals Build: Docs and goals for ClickUp: Add plain-text briefs linked to tasks and a preview that escapes imported content. - Add plain-text briefs linked to tasks and a preview that escapes imported content. - Define each goal as an explicit task set and show completed/total with links to the contributing tasks. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Editing a linked brief changes the view from both linked tasks. Then check: A goal with two of three tasks complete shows 2/3 across lists. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: A rollup must not count the same task twice through duplicate links. Done when: Editing a linked brief changes the view from both linked tasks. A goal with two of three tasks complete shows 2/3 across lists. Do not build yet: Do not start bounded automation until these checks pass. ### Phase 4 · Bounded automation Build: Bounded automation for ClickUp: Support one rule: when every checklist item is done, set the task to review; store processed event ids. - Support one rule: when every checklist item is done, set the task to review; store processed event ids. - Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Replaying the checklist event creates one transition and one run record. Then check: Disabling a rule prevents the next eligible event from changing status. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: A workflow rule is not permission to execute arbitrary user code. Done when: Replaying the checklist event creates one transition and one run record. Disabling a rule prevents the next eligible event from changing status. Do not build yet: Do not start portable delivery and clean-start proof until these checks pass. ### Phase 5 · Portable delivery and clean-start proof Build: Finish the ClickUp replacement with a documented first-run path and a recoverable export. - Document prerequisites, every configuration variable, data locations and the three domain workflows: Workspace hierarchy; Docs and goals; Bounded automation. Include the exclusions, actual costs and source check date 2026-09-05. Commands shown earlier that reference project files are files the builder must implement before running them. - Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. - Use a new folder and only README instructions to reach the fixture outcome. Install from requirements.txt, initialize storage, run the tests and exercise the UI at 375px and 1280px; use keyboard-only controls and inspect browser errors. Record exactly what passed; do not mark unrun checks complete. Commands, after creating the named files: `python -m pip install -r requirements.txt`; `python -m unittest discover -s test`. - Trap: Export without an import or restore rehearsal is not verified portability. Done when: A new folder reaches the documented fixture outcome using only README instructions. A backup restored in isolation preserves the proof data and can be opened. Do not build yet: Do not start operate and share with access controls until these checks pass. ### Phase 6 · Operate and share with access controls (product-builder only) Build: Product-builder only: make a task workspace with linked docs and transparent goal rollups operable for its stated audience before allowing remote access. - Add owner/member/viewer authorization as appropriate, password hashes through Werkzeug, expiring server-side sessions, CSRF and login rate limits. Add users, sessions and audit schema migrations plus an owner-init command prompting securely for its password. Enforce ownership on every private read/write/download and fail closed when product setup is incomplete. Existing learner or admin identities must use this same boundary. - Serve app:app with Waitress on loopback behind Caddy HTTPS. Configure trusted proxy headers narrowly, Secure/HttpOnly/SameSite cookies, upload limits, request ids and structured logs without private content. Run background jobs as a separate supervised process when the domain workflow requires them. Commands, after creating the named files: `waitress-serve --listen=127.0.0.1:5000 app:app`. - Add a scheduled encrypted off-host backup using this procedure: Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Monitor health, disk space, failed jobs and backup age. Stop the service to test an alert; rehearse recovery with outbound effects disabled and record recovery time. Rotate any exposed credentials and require reconciliation before resuming queues. - Trap: Product mode is additional engineering, not a switch that makes a local prototype production-ready. Done when: An unauthenticated visitor cannot read private records, download private files or mutate the admin surface. A viewer cannot mutate data by making a direct request, and guessed ids cannot cross ownership boundaries. Stopping the service triggers the configured alert and the latest off-host backup restores the fixture in isolation. Do not build yet: Do not add new providers or vendor-scale features until the release gates are recorded. ### Out of scope (and why) - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine: retain the paid product if this capability is essential; it is outside this bounded build. - deep integrations: retain the paid product if this capability is essential; it is outside this bounded build. - enterprise permissions: retain the paid product if this capability is essential; it is outside this bounded build. - large-scale reporting: retain the paid product if this capability is essential; it is outside this bounded build. - battle-tested notifications and mobile apps: retain the paid product if this capability is essential; it is outside this bounded build. ### README must contain - Exact install, configure, initialize, start, test and recovery commands for a clean folder. - The schema, fixture, acceptance results, private data locations and export format. - Every prerequisite and secret source, actual running costs and deliberately excluded capabilities. - An honest distinction between tests actually run and checks still awaiting real credentials or deployment. - Dependency documentation reviewed 2026-09-05: https://flask.palletsprojects.com/en/stable/installation/ ; https://docs.python.org/3/library/sqlite3.html ; https://flask-wtf.readthedocs.io/en/1.2.x/csrf/ ; https://docs.pylonsproject.org/projects/waitress/en/stable/usage.html. Recheck before upgrading; freeze the versions actually tested. ===== AGENTS.md ===== # Agent instructions · ClickUp indie build - Read `README.md` and `BUILD_PLAN.md` before writing code. The stack is fixed: Python 3.12+ and Flask, SQLite through Python sqlite3, Jinja HTML templates, CSS and vanilla JavaScript, Python unittest and browser acceptance fixtures. Do not substitute. - Work one phase at a time, in order. Do not start a phase until every "Done when" item of the previous one passes. - Prefer the fewest moving parts that satisfy the step. No frameworks, services or dependencies the plan does not name. - Secrets live in `.env`, never in source or logs. Keep `.env.example` current when a variable is introduced. - Do not invent cryptography, security guarantees, APIs or compliance claims. - Add a focused test for every destructive, security-sensitive or data-loss path the plan names. - Run the project checks before declaring a phase complete, and record any deliberate shortcut in the README under "Tradeoffs". ## Known traps - The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. - Do not create separate copies of tasks for each view. - A rollup must not count the same task twice through duplicate links. - A workflow rule is not permission to execute arbitrary user code. - Export without an import or restore rehearsal is not verified portability. ===== BUILD_PLAN.md ===== # Build plan · ClickUp Build a task workspace with linked docs and transparent goal rollups. Phases are in dependency order. Each ends in a "Done when" list; treat an unticked item as a blocker, not a note. ## Phase 1 · Local foundation and data contract Create the runnable local foundation for a task workspace with linked docs and transparent goal rollups, including the real schema and acceptance fixture. ### Steps 1. Create and start the local application Run the venv command first, then stop and activate it before running the remaining commands. Use your OS instructions: Windows .venv\Scripts\activate.bat in cmd, or .venv\Scripts\Activate.ps1 in PowerShell; macOS/Linux source .venv/bin/activate. Then install the listed packages. Create app.py exposing app, load .env with python-dotenv, and add a /healthz route. Freeze tested dependency versions to requirements.txt. Create .env manually from .env.example; replace SECRET_KEY before launch. Files: `app.py`, `requirements.txt`, `.env.example`, `.gitignore` ```sh python -m venv .venv python -m pip install Flask Flask-WTF python-dotenv waitress tzdata python -m pip freeze > requirements.txt python -m flask --app app run --host 127.0.0.1 ``` 2. Implement storage and seed the named fixture For database-backed state create schema.sql and db.py using this model: spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status). Add the auxiliary relationships explicitly used in later phases; use stable ids, foreign keys, parameterized values and transactions. For canonical files use atomic replacement and hashes instead. Implement python manage.py init and python manage.py seed to create only synthetic data: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Re-running init must not erase data. Files: `schema.sql`, `db.py`, `manage.py`, `fixtures/README.md` ```sh python manage.py init python manage.py seed ``` 3. Protect the local request boundary Install Flask-WTF CSRF protection for forms and same-origin fetches, validate Host and Origin against SITE_URL, bound inputs and escape output. Deliberately public intake endpoints get bounded validation and rate limits; signed provider webhooks use signature checks instead of browser CSRF tokens. All other admin routes stay local until product authentication exists. When a later phase tests viewer/member permissions, implement the users, hashed passwords, expiring server sessions and role checks in this foundation first; product mode must never use a fabricated identity from request input. Add error, empty, keyboard-focus and retry states now. Files: `app.py`, `templates/base.html`, `test/test_foundation.py` ### Done when - [ ] The documented start command serves /healthz and the initial screen at http://127.0.0.1:5000. - [ ] Restarting preserves the seeded records or canonical files; running init again deletes nothing. - [ ] A cross-origin state-changing request to an admin route is refused. ### Watch out - The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. ## Phase 2 · Workspace hierarchy Workspace hierarchy for ClickUp: Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. ### Steps 1. Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. Files: `features/workspace_hierarchy.py`, `templates/workspace_hierarchy.html` 2. Add typed custom fields for effort and priority with list and board views over the same task records. Add typed custom fields for effort and priority with list and board views over the same task records. Files: `features/workspace_hierarchy.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Moving a task to a second list preserves its notes and id. Then check: A negative effort estimate is rejected without changing the task. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_workspace_hierarchy.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Moving a task to a second list preserves its notes and id. - [ ] A negative effort estimate is rejected without changing the task. ### Watch out - Do not create separate copies of tasks for each view. ## Phase 3 · Docs and goals Docs and goals for ClickUp: Add plain-text briefs linked to tasks and a preview that escapes imported content. ### Steps 1. Add plain-text briefs linked to tasks and a preview that escapes imported content. Add plain-text briefs linked to tasks and a preview that escapes imported content. Files: `features/docs_and_goals.py`, `templates/docs_and_goals.html` 2. Define each goal as an explicit task set and show completed/total with links to the contributing tasks. Define each goal as an explicit task set and show completed/total with links to the contributing tasks. Files: `features/docs_and_goals.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Editing a linked brief changes the view from both linked tasks. Then check: A goal with two of three tasks complete shows 2/3 across lists. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_docs_and_goals.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Editing a linked brief changes the view from both linked tasks. - [ ] A goal with two of three tasks complete shows 2/3 across lists. ### Watch out - A rollup must not count the same task twice through duplicate links. ## Phase 4 · Bounded automation Bounded automation for ClickUp: Support one rule: when every checklist item is done, set the task to review; store processed event ids. ### Steps 1. Support one rule: when every checklist item is done, set the task to review; store processed event ids. Support one rule: when every checklist item is done, set the task to review; store processed event ids. Files: `features/bounded_automation.py`, `templates/bounded_automation.html` 2. Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. Files: `features/bounded_automation.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Replaying the checklist event creates one transition and one run record. Then check: Disabling a rule prevents the next eligible event from changing status. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_bounded_automation.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Replaying the checklist event creates one transition and one run record. - [ ] Disabling a rule prevents the next eligible event from changing status. ### Watch out - A workflow rule is not permission to execute arbitrary user code. ## Phase 5 · Portable delivery and clean-start proof Finish the ClickUp replacement with a documented first-run path and a recoverable export. ### Steps 1. Write the user-facing runbook Document prerequisites, every configuration variable, data locations and the three domain workflows: Workspace hierarchy; Docs and goals; Bounded automation. Include the exclusions, actual costs and source check date 2026-09-05. Commands shown earlier that reference project files are files the builder must implement before running them. Files: `README.md`, `.env.example` 2. Create and rehearse a recoverable backup Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. Files: `OPERATIONS.md`, `scripts/backup.py` 3. Reproduce the first-run experience Use a new folder and only README instructions to reach the fixture outcome. Install from requirements.txt, initialize storage, run the tests and exercise the UI at 375px and 1280px; use keyboard-only controls and inspect browser errors. Record exactly what passed; do not mark unrun checks complete. Files: `README.md`, `verification.md` ```sh python -m pip install -r requirements.txt python -m unittest discover -s test ``` ### Done when - [ ] A new folder reaches the documented fixture outcome using only README instructions. - [ ] A backup restored in isolation preserves the proof data and can be opened. ### Watch out - Export without an import or restore rehearsal is not verified portability. ## Not in this build - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine - deep integrations - enterprise permissions - large-scale reporting - battle-tested notifications and mobile apps ## After v1, if you want it - Extend bounded automation only after the fixture and recovery checks pass. - Before adding another integration, document its credentials, limits, cost and failure behavior with primary-source links. ===== .env.example ===== # Copy to .env and fill in. Never commit .env; this file documents it. # Required. A new private folder this application creates on first run; never serve it as static files. DATA_DIR=./data/clickup # Required · secret. Generate with python -c "import secrets; print(secrets.token_hex(32))" and save only in .env. SECRET_KEY=replace-with-a-random-secret # Required. Use indie for loopback-only personal work. Product mode must refuse to start until owner login and the deployment gates are configured. APP_MODE=indie # Required. The origin used for local forms and links; replace with the chosen HTTPS origin in product mode. SITE_URL=http://127.0.0.1:5000
You are building a lean indie version of ClickUp. 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 ===== # ClickUp · indie build Build a task workspace with linked docs and transparent goal rollups. Estimated effort: **multi-day**. Work `BUILD_PLAN.md` top to bottom · every phase ends in a check that has to pass before the next one starts. ## Stack | Part | Choice | Why | | --- | --- | --- | | Runtime | Python 3.12+ and Flask | A small local HTTP application with readable server-side handlers and no JavaScript build pipeline. | | Storage | SQLite through Python sqlite3 | Local ownership with explicit transactions and a portable backup path. | | Interface | Jinja HTML templates, CSS and vanilla JavaScript | Implement the specified screens directly with labelled controls and progressive enhancement. | | Verification | Python unittest and browser acceptance fixtures | Check invariants and the actual user workflow before the next phase. | ## Before you start Have every one of these ready. The plan assumes them from step one. - [ ] **Python 3.12 or newer and a terminal** · Python is free; this local prototype requires no hosting subscription. - Why: The local backend, tests and storage use Python. - Get it: Install Python from python.org. Open a terminal in a new empty project folder. On Windows, use py -3 where this guide says python if python is not on PATH; on macOS/Linux use python3 if needed. Create .venv and activate it before installing packages. - Verify: python --version reports 3.12+ and python -c "import sqlite3" succeeds. - [ ] **A current desktop browser and text editor** · No paid service required for this local step. - Why: You need to view the local interface and edit generated project files. - Get it: Use an installed Chrome, Firefox or Edge browser. Open the empty project folder in your editor; open the terminal there, not in this catalog repository. - Verify: You can create a text file in the project folder and open browser developer tools. - [ ] **ClickUp acceptance sample** · No paid service required for this local step. - Why: This fixture makes the first end-to-end check reproducible. - Get it: Create synthetic sample data before implementation: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Save it under fixtures/ with the expected results in fixtures/README.md; use no real credentials or customer records. - Verify: The fixture files and expected outcomes exist and can be inspected without a vendor account. - [ ] **Confirm the bounded replacement** · No paid service required for this local step. - Why: The full commercial product is larger than this guide. - Get it: The deliverable is a task workspace with linked docs and transparent goal rollups. Read every exclusion below. Indie mode runs locally; any public or shared use requires the product access and deployment gates first. - Verify: You can name the primary workflow and the vendor features this version deliberately leaves out. ## Quick start ```sh python -m venv .venv python -m pip install Flask Flask-WTF python-dotenv waitress tzdata python -m pip freeze > requirements.txt python -m flask --app app run --host 127.0.0.1 ``` Then copy `.env.example` to `.env` and fill in the values it documents. ## Honest limits This build deliberately does not replace: - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine - deep integrations - enterprise permissions - large-scale reporting - battle-tested notifications and mobile apps If one of those is essential to you, that is the reason to keep paying for ClickUp, and the README should say so rather than pretend. ===== BRIEF.md ===== # Build brief · ClickUp The one-shot brief this plan expands. `BUILD_PLAN.md` (or `MILESTONES.md`) is the same sequence broken into steps and checks; where the two disagree, the plan wins. Build me a task workspace with linked docs and transparent goal rollups as a bounded replacement for ClickUp. Build it in phases in the order below. Do not write the whole product in one pass. Finish the current phase, run its Done when checks, fix failures, then continue. Indie mode completes Phases 1-5. Phase 6 is required before shared or public deployment. ### Stack (fixed, do not substitute) - Runtime: Python 3.12+ and Flask. A small local HTTP application with readable server-side handlers and no JavaScript build pipeline. - Storage: SQLite through Python sqlite3. Local ownership with explicit transactions and a portable backup path. - Interface: Jinja HTML templates, CSS and vanilla JavaScript. Implement the specified screens directly with labelled controls and progressive enhancement. - Verification: Python unittest and browser acceptance fixtures. Check invariants and the actual user workflow before the next phase. ### Data model (create this before Phase 1) - spaces(id,name) - lists(id,space_id,name) - tasks(id,list_id,title,status,estimate,revision) - docs(id,space_id,title,body) - task_docs(task_id,doc_id) - goals(id,name) - goal_tasks(goal_id,task_id) - rules(id,list_id,trigger,target_status) - Use stable ids and explicit relationships; add auxiliary tables named by the phases before those phases use them. - Acceptance fixture: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. ### Prerequisites and configuration - Python 3.12 or newer and a terminal: Install Python from python.org. Open a terminal in a new empty project folder. On Windows, use py -3 where this guide says python if python is not on PATH; on macOS/Linux use python3 if needed. Create .venv and activate it before installing packages. Verify: python --version reports 3.12+ and python -c "import sqlite3" succeeds. Cost: Python is free; this local prototype requires no hosting subscription. - A current desktop browser and text editor: Use an installed Chrome, Firefox or Edge browser. Open the empty project folder in your editor; open the terminal there, not in this catalog repository. Verify: You can create a text file in the project folder and open browser developer tools. Cost: No paid service required for this local step. - ClickUp acceptance sample: Create synthetic sample data before implementation: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Save it under fixtures/ with the expected results in fixtures/README.md; use no real credentials or customer records. Verify: The fixture files and expected outcomes exist and can be inspected without a vendor account. Cost: No paid service required for this local step. - Confirm the bounded replacement: The deliverable is a task workspace with linked docs and transparent goal rollups. Read every exclusion below. Indie mode runs locally; any public or shared use requires the product access and deployment gates first. Verify: You can name the primary workflow and the vendor features this version deliberately leaves out. Cost: No paid service required for this local step. - Configuration: DATA_DIR, SECRET_KEY, APP_MODE, SITE_URL. Ship .env.example, replace placeholders and exclude secrets from git. ### Phase 1 · Local foundation and data contract Build: Create the runnable local foundation for a task workspace with linked docs and transparent goal rollups, including the real schema and acceptance fixture. - Run the venv command first, then stop and activate it before running the remaining commands. Use your OS instructions: Windows .venv\Scripts\activate.bat in cmd, or .venv\Scripts\Activate.ps1 in PowerShell; macOS/Linux source .venv/bin/activate. Then install the listed packages. Create app.py exposing app, load .env with python-dotenv, and add a /healthz route. Freeze tested dependency versions to requirements.txt. Create .env manually from .env.example; replace SECRET_KEY before launch. Commands, after creating the named files: `python -m venv .venv`; `python -m pip install Flask Flask-WTF python-dotenv waitress tzdata`; `python -m pip freeze > requirements.txt`; `python -m flask --app app run --host 127.0.0.1`. - For database-backed state create schema.sql and db.py using this model: spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status). Add the auxiliary relationships explicitly used in later phases; use stable ids, foreign keys, parameterized values and transactions. For canonical files use atomic replacement and hashes instead. Implement python manage.py init and python manage.py seed to create only synthetic data: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Re-running init must not erase data. Commands, after creating the named files: `python manage.py init`; `python manage.py seed`. - Install Flask-WTF CSRF protection for forms and same-origin fetches, validate Host and Origin against SITE_URL, bound inputs and escape output. Deliberately public intake endpoints get bounded validation and rate limits; signed provider webhooks use signature checks instead of browser CSRF tokens. All other admin routes stay local until product authentication exists. When a later phase tests viewer/member permissions, implement the users, hashed passwords, expiring server sessions and role checks in this foundation first; product mode must never use a fabricated identity from request input. Add error, empty, keyboard-focus and retry states now. - Trap: The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. Done when: The documented start command serves /healthz and the initial screen at http://127.0.0.1:5000. Restarting preserves the seeded records or canonical files; running init again deletes nothing. A cross-origin state-changing request to an admin route is refused. Do not build yet: Do not start workspace hierarchy until these checks pass. ### Phase 2 · Workspace hierarchy Build: Workspace hierarchy for ClickUp: Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. - Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. - Add typed custom fields for effort and priority with list and board views over the same task records. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Moving a task to a second list preserves its notes and id. Then check: A negative effort estimate is rejected without changing the task. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: Do not create separate copies of tasks for each view. Done when: Moving a task to a second list preserves its notes and id. A negative effort estimate is rejected without changing the task. Do not build yet: Do not start docs and goals until these checks pass. ### Phase 3 · Docs and goals Build: Docs and goals for ClickUp: Add plain-text briefs linked to tasks and a preview that escapes imported content. - Add plain-text briefs linked to tasks and a preview that escapes imported content. - Define each goal as an explicit task set and show completed/total with links to the contributing tasks. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Editing a linked brief changes the view from both linked tasks. Then check: A goal with two of three tasks complete shows 2/3 across lists. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: A rollup must not count the same task twice through duplicate links. Done when: Editing a linked brief changes the view from both linked tasks. A goal with two of three tasks complete shows 2/3 across lists. Do not build yet: Do not start bounded automation until these checks pass. ### Phase 4 · Bounded automation Build: Bounded automation for ClickUp: Support one rule: when every checklist item is done, set the task to review; store processed event ids. - Support one rule: when every checklist item is done, set the task to review; store processed event ids. - Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Replaying the checklist event creates one transition and one run record. Then check: Disabling a rule prevents the next eligible event from changing status. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: A workflow rule is not permission to execute arbitrary user code. Done when: Replaying the checklist event creates one transition and one run record. Disabling a rule prevents the next eligible event from changing status. Do not build yet: Do not start portable delivery and clean-start proof until these checks pass. ### Phase 5 · Portable delivery and clean-start proof Build: Finish the ClickUp replacement with a documented first-run path and a recoverable export. - Document prerequisites, every configuration variable, data locations and the three domain workflows: Workspace hierarchy; Docs and goals; Bounded automation. Include the exclusions, actual costs and source check date 2026-09-05. Commands shown earlier that reference project files are files the builder must implement before running them. - Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. - Use a new folder and only README instructions to reach the fixture outcome. Install from requirements.txt, initialize storage, run the tests and exercise the UI at 375px and 1280px; use keyboard-only controls and inspect browser errors. Record exactly what passed; do not mark unrun checks complete. Commands, after creating the named files: `python -m pip install -r requirements.txt`; `python -m unittest discover -s test`. - Trap: Export without an import or restore rehearsal is not verified portability. Done when: A new folder reaches the documented fixture outcome using only README instructions. A backup restored in isolation preserves the proof data and can be opened. Do not build yet: Do not start operate and share with access controls until these checks pass. ### Phase 6 · Operate and share with access controls (product-builder only) Build: Product-builder only: make a task workspace with linked docs and transparent goal rollups operable for its stated audience before allowing remote access. - Add owner/member/viewer authorization as appropriate, password hashes through Werkzeug, expiring server-side sessions, CSRF and login rate limits. Add users, sessions and audit schema migrations plus an owner-init command prompting securely for its password. Enforce ownership on every private read/write/download and fail closed when product setup is incomplete. Existing learner or admin identities must use this same boundary. - Serve app:app with Waitress on loopback behind Caddy HTTPS. Configure trusted proxy headers narrowly, Secure/HttpOnly/SameSite cookies, upload limits, request ids and structured logs without private content. Run background jobs as a separate supervised process when the domain workflow requires them. Commands, after creating the named files: `waitress-serve --listen=127.0.0.1:5000 app:app`. - Add a scheduled encrypted off-host backup using this procedure: Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Monitor health, disk space, failed jobs and backup age. Stop the service to test an alert; rehearse recovery with outbound effects disabled and record recovery time. Rotate any exposed credentials and require reconciliation before resuming queues. - Trap: Product mode is additional engineering, not a switch that makes a local prototype production-ready. Done when: An unauthenticated visitor cannot read private records, download private files or mutate the admin surface. A viewer cannot mutate data by making a direct request, and guessed ids cannot cross ownership boundaries. Stopping the service triggers the configured alert and the latest off-host backup restores the fixture in isolation. Do not build yet: Do not add new providers or vendor-scale features until the release gates are recorded. ### Out of scope (and why) - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine: retain the paid product if this capability is essential; it is outside this bounded build. - deep integrations: retain the paid product if this capability is essential; it is outside this bounded build. - enterprise permissions: retain the paid product if this capability is essential; it is outside this bounded build. - large-scale reporting: retain the paid product if this capability is essential; it is outside this bounded build. - battle-tested notifications and mobile apps: retain the paid product if this capability is essential; it is outside this bounded build. ### README must contain - Exact install, configure, initialize, start, test and recovery commands for a clean folder. - The schema, fixture, acceptance results, private data locations and export format. - Every prerequisite and secret source, actual running costs and deliberately excluded capabilities. - An honest distinction between tests actually run and checks still awaiting real credentials or deployment. - Dependency documentation reviewed 2026-09-05: https://flask.palletsprojects.com/en/stable/installation/ ; https://docs.python.org/3/library/sqlite3.html ; https://flask-wtf.readthedocs.io/en/1.2.x/csrf/ ; https://docs.pylonsproject.org/projects/waitress/en/stable/usage.html. Recheck before upgrading; freeze the versions actually tested. ===== AGENTS.md ===== # Agent instructions · ClickUp indie build - Read `README.md` and `BUILD_PLAN.md` before writing code. The stack is fixed: Python 3.12+ and Flask, SQLite through Python sqlite3, Jinja HTML templates, CSS and vanilla JavaScript, Python unittest and browser acceptance fixtures. Do not substitute. - Work one phase at a time, in order. Do not start a phase until every "Done when" item of the previous one passes. - Prefer the fewest moving parts that satisfy the step. No frameworks, services or dependencies the plan does not name. - Secrets live in `.env`, never in source or logs. Keep `.env.example` current when a variable is introduced. - Do not invent cryptography, security guarantees, APIs or compliance claims. - Add a focused test for every destructive, security-sensitive or data-loss path the plan names. - Run the project checks before declaring a phase complete, and record any deliberate shortcut in the README under "Tradeoffs". ## Known traps - The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. - Do not create separate copies of tasks for each view. - A rollup must not count the same task twice through duplicate links. - A workflow rule is not permission to execute arbitrary user code. - Export without an import or restore rehearsal is not verified portability. ===== BUILD_PLAN.md ===== # Build plan · ClickUp Build a task workspace with linked docs and transparent goal rollups. Phases are in dependency order. Each ends in a "Done when" list; treat an unticked item as a blocker, not a note. ## Phase 1 · Local foundation and data contract Create the runnable local foundation for a task workspace with linked docs and transparent goal rollups, including the real schema and acceptance fixture. ### Steps 1. Create and start the local application Run the venv command first, then stop and activate it before running the remaining commands. Use your OS instructions: Windows .venv\Scripts\activate.bat in cmd, or .venv\Scripts\Activate.ps1 in PowerShell; macOS/Linux source .venv/bin/activate. Then install the listed packages. Create app.py exposing app, load .env with python-dotenv, and add a /healthz route. Freeze tested dependency versions to requirements.txt. Create .env manually from .env.example; replace SECRET_KEY before launch. Files: `app.py`, `requirements.txt`, `.env.example`, `.gitignore` ```sh python -m venv .venv python -m pip install Flask Flask-WTF python-dotenv waitress tzdata python -m pip freeze > requirements.txt python -m flask --app app run --host 127.0.0.1 ``` 2. Implement storage and seed the named fixture For database-backed state create schema.sql and db.py using this model: spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status). Add the auxiliary relationships explicitly used in later phases; use stable ids, foreign keys, parameterized values and transactions. For canonical files use atomic replacement and hashes instead. Implement python manage.py init and python manage.py seed to create only synthetic data: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Re-running init must not erase data. Files: `schema.sql`, `db.py`, `manage.py`, `fixtures/README.md` ```sh python manage.py init python manage.py seed ``` 3. Protect the local request boundary Install Flask-WTF CSRF protection for forms and same-origin fetches, validate Host and Origin against SITE_URL, bound inputs and escape output. Deliberately public intake endpoints get bounded validation and rate limits; signed provider webhooks use signature checks instead of browser CSRF tokens. All other admin routes stay local until product authentication exists. When a later phase tests viewer/member permissions, implement the users, hashed passwords, expiring server sessions and role checks in this foundation first; product mode must never use a fabricated identity from request input. Add error, empty, keyboard-focus and retry states now. Files: `app.py`, `templates/base.html`, `test/test_foundation.py` ### Done when - [ ] The documented start command serves /healthz and the initial screen at http://127.0.0.1:5000. - [ ] Restarting preserves the seeded records or canonical files; running init again deletes nothing. - [ ] A cross-origin state-changing request to an admin route is refused. ### Watch out - The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. ## Phase 2 · Workspace hierarchy Workspace hierarchy for ClickUp: Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. ### Steps 1. Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. Files: `features/workspace_hierarchy.py`, `templates/workspace_hierarchy.html` 2. Add typed custom fields for effort and priority with list and board views over the same task records. Add typed custom fields for effort and priority with list and board views over the same task records. Files: `features/workspace_hierarchy.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Moving a task to a second list preserves its notes and id. Then check: A negative effort estimate is rejected without changing the task. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_workspace_hierarchy.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Moving a task to a second list preserves its notes and id. - [ ] A negative effort estimate is rejected without changing the task. ### Watch out - Do not create separate copies of tasks for each view. ## Phase 3 · Docs and goals Docs and goals for ClickUp: Add plain-text briefs linked to tasks and a preview that escapes imported content. ### Steps 1. Add plain-text briefs linked to tasks and a preview that escapes imported content. Add plain-text briefs linked to tasks and a preview that escapes imported content. Files: `features/docs_and_goals.py`, `templates/docs_and_goals.html` 2. Define each goal as an explicit task set and show completed/total with links to the contributing tasks. Define each goal as an explicit task set and show completed/total with links to the contributing tasks. Files: `features/docs_and_goals.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Editing a linked brief changes the view from both linked tasks. Then check: A goal with two of three tasks complete shows 2/3 across lists. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_docs_and_goals.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Editing a linked brief changes the view from both linked tasks. - [ ] A goal with two of three tasks complete shows 2/3 across lists. ### Watch out - A rollup must not count the same task twice through duplicate links. ## Phase 4 · Bounded automation Bounded automation for ClickUp: Support one rule: when every checklist item is done, set the task to review; store processed event ids. ### Steps 1. Support one rule: when every checklist item is done, set the task to review; store processed event ids. Support one rule: when every checklist item is done, set the task to review; store processed event ids. Files: `features/bounded_automation.py`, `templates/bounded_automation.html` 2. Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. Files: `features/bounded_automation.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Replaying the checklist event creates one transition and one run record. Then check: Disabling a rule prevents the next eligible event from changing status. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_bounded_automation.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Replaying the checklist event creates one transition and one run record. - [ ] Disabling a rule prevents the next eligible event from changing status. ### Watch out - A workflow rule is not permission to execute arbitrary user code. ## Phase 5 · Portable delivery and clean-start proof Finish the ClickUp replacement with a documented first-run path and a recoverable export. ### Steps 1. Write the user-facing runbook Document prerequisites, every configuration variable, data locations and the three domain workflows: Workspace hierarchy; Docs and goals; Bounded automation. Include the exclusions, actual costs and source check date 2026-09-05. Commands shown earlier that reference project files are files the builder must implement before running them. Files: `README.md`, `.env.example` 2. Create and rehearse a recoverable backup Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. Files: `OPERATIONS.md`, `scripts/backup.py` 3. Reproduce the first-run experience Use a new folder and only README instructions to reach the fixture outcome. Install from requirements.txt, initialize storage, run the tests and exercise the UI at 375px and 1280px; use keyboard-only controls and inspect browser errors. Record exactly what passed; do not mark unrun checks complete. Files: `README.md`, `verification.md` ```sh python -m pip install -r requirements.txt python -m unittest discover -s test ``` ### Done when - [ ] A new folder reaches the documented fixture outcome using only README instructions. - [ ] A backup restored in isolation preserves the proof data and can be opened. ### Watch out - Export without an import or restore rehearsal is not verified portability. ## Not in this build - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine - deep integrations - enterprise permissions - large-scale reporting - battle-tested notifications and mobile apps ## After v1, if you want it - Extend bounded automation only after the fixture and recovery checks pass. - Before adding another integration, document its credentials, limits, cost and failure behavior with primary-source links. ===== .env.example ===== # Copy to .env and fill in. Never commit .env; this file documents it. # Required. A new private folder this application creates on first run; never serve it as static files. DATA_DIR=./data/clickup # Required · secret. Generate with python -c "import secrets; print(secrets.token_hex(32))" and save only in .env. SECRET_KEY=replace-with-a-random-secret # Required. Use indie for loopback-only personal work. Product mode must refuse to start until owner login and the deployment gates are configured. APP_MODE=indie # Required. The origin used for local forms and links; replace with the chosen HTTPS origin in product mode. SITE_URL=http://127.0.0.1:5000
You are building a production product version of ClickUp. 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 ===== # ClickUp · product brief ## Problem The core loop is buildable, but a dependable replacement becomes a real weekend or multi-day project. For ClickUp, combine tasks, docs, goals, dashboards, and simple automations for a small team. The hard boundary is breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine, plus collaboration, integrations, and organizational trust. ## Product outcome An operated version of a task workspace with linked docs and transparent goal rollups, with authorized access, restore evidence and honest scope limits. ## Target user A builder who needs a maintainable product foundation, not a one-off demo. ## Required capabilities - Docker - PostgreSQL - self-hosted server - email credentials for invitations ## Explicit non-goals for v1 - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine - deep integrations - enterprise permissions - large-scale reporting - battle-tested notifications and mobile apps ## Success criteria - Moving a task to a second list preserves its notes and id. - Editing a linked brief changes the view from both linked tasks. - Replaying the checklist event creates one transition and one run record. - A private-data authorization check passes using a second identity. - An off-host restore drill has a date, observed result and recovery time in OPERATIONS.md. - README names the excluded vendor capabilities and actual provider/hosting costs. ===== BRIEF.md ===== # Build brief · ClickUp The one-shot brief this plan expands. `BUILD_PLAN.md` (or `MILESTONES.md`) is the same sequence broken into steps and checks; where the two disagree, the plan wins. Build me a task workspace with linked docs and transparent goal rollups as a bounded replacement for ClickUp. Build it in phases in the order below. Do not write the whole product in one pass. Finish the current phase, run its Done when checks, fix failures, then continue. Indie mode completes Phases 1-5. Phase 6 is required before shared or public deployment. ### Stack (fixed, do not substitute) - Runtime: Python 3.12+ and Flask. A small local HTTP application with readable server-side handlers and no JavaScript build pipeline. - Storage: SQLite through Python sqlite3. Local ownership with explicit transactions and a portable backup path. - Interface: Jinja HTML templates, CSS and vanilla JavaScript. Implement the specified screens directly with labelled controls and progressive enhancement. - Verification: Python unittest and browser acceptance fixtures. Check invariants and the actual user workflow before the next phase. ### Data model (create this before Phase 1) - spaces(id,name) - lists(id,space_id,name) - tasks(id,list_id,title,status,estimate,revision) - docs(id,space_id,title,body) - task_docs(task_id,doc_id) - goals(id,name) - goal_tasks(goal_id,task_id) - rules(id,list_id,trigger,target_status) - Use stable ids and explicit relationships; add auxiliary tables named by the phases before those phases use them. - Acceptance fixture: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. ### Prerequisites and configuration - Python 3.12 or newer and a terminal: Install Python from python.org. Open a terminal in a new empty project folder. On Windows, use py -3 where this guide says python if python is not on PATH; on macOS/Linux use python3 if needed. Create .venv and activate it before installing packages. Verify: python --version reports 3.12+ and python -c "import sqlite3" succeeds. Cost: Python is free; this local prototype requires no hosting subscription. - A current desktop browser and text editor: Use an installed Chrome, Firefox or Edge browser. Open the empty project folder in your editor; open the terminal there, not in this catalog repository. Verify: You can create a text file in the project folder and open browser developer tools. Cost: No paid service required for this local step. - ClickUp acceptance sample: Create synthetic sample data before implementation: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Save it under fixtures/ with the expected results in fixtures/README.md; use no real credentials or customer records. Verify: The fixture files and expected outcomes exist and can be inspected without a vendor account. Cost: No paid service required for this local step. - Confirm the bounded replacement: The deliverable is a task workspace with linked docs and transparent goal rollups. Read every exclusion below. Indie mode runs locally; any public or shared use requires the product access and deployment gates first. Verify: You can name the primary workflow and the vendor features this version deliberately leaves out. Cost: No paid service required for this local step. - Configuration: DATA_DIR, SECRET_KEY, APP_MODE, SITE_URL. Ship .env.example, replace placeholders and exclude secrets from git. ### Phase 1 · Local foundation and data contract Build: Create the runnable local foundation for a task workspace with linked docs and transparent goal rollups, including the real schema and acceptance fixture. - Run the venv command first, then stop and activate it before running the remaining commands. Use your OS instructions: Windows .venv\Scripts\activate.bat in cmd, or .venv\Scripts\Activate.ps1 in PowerShell; macOS/Linux source .venv/bin/activate. Then install the listed packages. Create app.py exposing app, load .env with python-dotenv, and add a /healthz route. Freeze tested dependency versions to requirements.txt. Create .env manually from .env.example; replace SECRET_KEY before launch. Commands, after creating the named files: `python -m venv .venv`; `python -m pip install Flask Flask-WTF python-dotenv waitress tzdata`; `python -m pip freeze > requirements.txt`; `python -m flask --app app run --host 127.0.0.1`. - For database-backed state create schema.sql and db.py using this model: spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status). Add the auxiliary relationships explicitly used in later phases; use stable ids, foreign keys, parameterized values and transactions. For canonical files use atomic replacement and hashes instead. Implement python manage.py init and python manage.py seed to create only synthetic data: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Re-running init must not erase data. Commands, after creating the named files: `python manage.py init`; `python manage.py seed`. - Install Flask-WTF CSRF protection for forms and same-origin fetches, validate Host and Origin against SITE_URL, bound inputs and escape output. Deliberately public intake endpoints get bounded validation and rate limits; signed provider webhooks use signature checks instead of browser CSRF tokens. All other admin routes stay local until product authentication exists. When a later phase tests viewer/member permissions, implement the users, hashed passwords, expiring server sessions and role checks in this foundation first; product mode must never use a fabricated identity from request input. Add error, empty, keyboard-focus and retry states now. - Trap: The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. Done when: The documented start command serves /healthz and the initial screen at http://127.0.0.1:5000. Restarting preserves the seeded records or canonical files; running init again deletes nothing. A cross-origin state-changing request to an admin route is refused. Do not build yet: Do not start workspace hierarchy until these checks pass. ### Phase 2 · Workspace hierarchy Build: Workspace hierarchy for ClickUp: Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. - Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. - Add typed custom fields for effort and priority with list and board views over the same task records. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Moving a task to a second list preserves its notes and id. Then check: A negative effort estimate is rejected without changing the task. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: Do not create separate copies of tasks for each view. Done when: Moving a task to a second list preserves its notes and id. A negative effort estimate is rejected without changing the task. Do not build yet: Do not start docs and goals until these checks pass. ### Phase 3 · Docs and goals Build: Docs and goals for ClickUp: Add plain-text briefs linked to tasks and a preview that escapes imported content. - Add plain-text briefs linked to tasks and a preview that escapes imported content. - Define each goal as an explicit task set and show completed/total with links to the contributing tasks. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Editing a linked brief changes the view from both linked tasks. Then check: A goal with two of three tasks complete shows 2/3 across lists. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: A rollup must not count the same task twice through duplicate links. Done when: Editing a linked brief changes the view from both linked tasks. A goal with two of three tasks complete shows 2/3 across lists. Do not build yet: Do not start bounded automation until these checks pass. ### Phase 4 · Bounded automation Build: Bounded automation for ClickUp: Support one rule: when every checklist item is done, set the task to review; store processed event ids. - Support one rule: when every checklist item is done, set the task to review; store processed event ids. - Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Replaying the checklist event creates one transition and one run record. Then check: Disabling a rule prevents the next eligible event from changing status. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: A workflow rule is not permission to execute arbitrary user code. Done when: Replaying the checklist event creates one transition and one run record. Disabling a rule prevents the next eligible event from changing status. Do not build yet: Do not start portable delivery and clean-start proof until these checks pass. ### Phase 5 · Portable delivery and clean-start proof Build: Finish the ClickUp replacement with a documented first-run path and a recoverable export. - Document prerequisites, every configuration variable, data locations and the three domain workflows: Workspace hierarchy; Docs and goals; Bounded automation. Include the exclusions, actual costs and source check date 2026-09-05. Commands shown earlier that reference project files are files the builder must implement before running them. - Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. - Use a new folder and only README instructions to reach the fixture outcome. Install from requirements.txt, initialize storage, run the tests and exercise the UI at 375px and 1280px; use keyboard-only controls and inspect browser errors. Record exactly what passed; do not mark unrun checks complete. Commands, after creating the named files: `python -m pip install -r requirements.txt`; `python -m unittest discover -s test`. - Trap: Export without an import or restore rehearsal is not verified portability. Done when: A new folder reaches the documented fixture outcome using only README instructions. A backup restored in isolation preserves the proof data and can be opened. Do not build yet: Do not start operate and share with access controls until these checks pass. ### Phase 6 · Operate and share with access controls (product-builder only) Build: Product-builder only: make a task workspace with linked docs and transparent goal rollups operable for its stated audience before allowing remote access. - Add owner/member/viewer authorization as appropriate, password hashes through Werkzeug, expiring server-side sessions, CSRF and login rate limits. Add users, sessions and audit schema migrations plus an owner-init command prompting securely for its password. Enforce ownership on every private read/write/download and fail closed when product setup is incomplete. Existing learner or admin identities must use this same boundary. - Serve app:app with Waitress on loopback behind Caddy HTTPS. Configure trusted proxy headers narrowly, Secure/HttpOnly/SameSite cookies, upload limits, request ids and structured logs without private content. Run background jobs as a separate supervised process when the domain workflow requires them. Commands, after creating the named files: `waitress-serve --listen=127.0.0.1:5000 app:app`. - Add a scheduled encrypted off-host backup using this procedure: Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Monitor health, disk space, failed jobs and backup age. Stop the service to test an alert; rehearse recovery with outbound effects disabled and record recovery time. Rotate any exposed credentials and require reconciliation before resuming queues. - Trap: Product mode is additional engineering, not a switch that makes a local prototype production-ready. Done when: An unauthenticated visitor cannot read private records, download private files or mutate the admin surface. A viewer cannot mutate data by making a direct request, and guessed ids cannot cross ownership boundaries. Stopping the service triggers the configured alert and the latest off-host backup restores the fixture in isolation. Do not build yet: Do not add new providers or vendor-scale features until the release gates are recorded. ### Out of scope (and why) - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine: retain the paid product if this capability is essential; it is outside this bounded build. - deep integrations: retain the paid product if this capability is essential; it is outside this bounded build. - enterprise permissions: retain the paid product if this capability is essential; it is outside this bounded build. - large-scale reporting: retain the paid product if this capability is essential; it is outside this bounded build. - battle-tested notifications and mobile apps: retain the paid product if this capability is essential; it is outside this bounded build. ### README must contain - Exact install, configure, initialize, start, test and recovery commands for a clean folder. - The schema, fixture, acceptance results, private data locations and export format. - Every prerequisite and secret source, actual running costs and deliberately excluded capabilities. - An honest distinction between tests actually run and checks still awaiting real credentials or deployment. - Dependency documentation reviewed 2026-09-05: https://flask.palletsprojects.com/en/stable/installation/ ; https://docs.python.org/3/library/sqlite3.html ; https://flask-wtf.readthedocs.io/en/1.2.x/csrf/ ; https://docs.pylonsproject.org/projects/waitress/en/stable/usage.html. Recheck before upgrading; freeze the versions actually tested. ===== ARCHITECTURE.md ===== # Architecture · ClickUp ## Stack | Part | Choice | Why | | --- | --- | --- | | Runtime | Python 3.12+ and Flask | A small local HTTP application with readable server-side handlers and no JavaScript build pipeline. | | Storage | SQLite through Python sqlite3 | Local ownership with explicit transactions and a portable backup path. | | Interface | Jinja HTML templates, CSS and vanilla JavaScript | Implement the specified screens directly with labelled controls and progressive enhancement. | | Verification | Python unittest and browser acceptance fixtures | Check invariants and the actual user workflow before the next phase. | ## Modules Each module has one owner concern and a documented way to replace it. | Module | Owns | How to replace it | | --- | --- | --- | | Data and identity | spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status) | Keep stable ids and a versioned repository interface; migrate storage behind it with a fixture round-trip. | | Workspace hierarchy | Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. | Keep the acceptance contract: Moving a task to a second list preserves its notes and id. Replace only this module after replaying its fixture; preserve ids and existing records. | | Docs and goals | Add plain-text briefs linked to tasks and a preview that escapes imported content. | Keep the acceptance contract: Editing a linked brief changes the view from both linked tasks. Replace only this module after replaying its fixture; preserve ids and existing records. | | Bounded automation | Support one rule: when every checklist item is done, set the task to review; store processed event ids. | Keep the acceptance contract: Replaying the checklist event creates one transition and one run record. Replace only this module after replaying its fixture; preserve ids and existing records. | | Operations | Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. | Change host or backup destination only after an isolated restore and authorization check. | ## Configuration Every runtime setting is an environment variable documented in `.env.example`, validated at startup, with a safe local default wherever one exists. - `DATA_DIR` · required · A new private folder this application creates on first run; never serve it as static files. - `SECRET_KEY` · required, secret · Generate with python -c "import secrets; print(secrets.token_hex(32))" and save only in .env. - `APP_MODE` · required · Use indie for loopback-only personal work. Product mode must refuse to start until owner login and the deployment gates are configured. - `SITE_URL` · required · The origin used for local forms and links; replace with the chosen HTTPS origin in product mode. ## Production baseline - Security: least privilege, input validation at every boundary, secret redaction in logs, rate limits on abuse-prone paths, no invented security primitives. - Data: explicit schema and migrations, transactional writes where integrity matters, backup and restore procedures that have been exercised. - Integrations: adapters around third-party providers, idempotent webhook or job processing, bounded retries, timeouts. - Observability: structured logs with request or operation ids, an error-tracking hook, and health and readiness checks where a server exists. - Quality: unit tests for domain rules, integration tests at module boundaries, one end-to-end test of the critical path. ## Decision records For each dependency in the stack table, keep a short note: why it was chosen, its failure mode, and how it is replaced. Do not add infrastructure until a requirement in `PRODUCT.md` justifies it. ===== AGENTS.md ===== # Agent instructions · ClickUp product build - Read `PRODUCT.md` and `ARCHITECTURE.md` before changing code. The stack is fixed: Python 3.12+ and Flask, SQLite through Python sqlite3, Jinja HTML templates, CSS and vanilla JavaScript, Python unittest and browser acceptance fixtures. - Implement milestone by milestone from `MILESTONES.md`; keep each change reviewable and leave the application runnable at every commit. - 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 check pass. - Put every external service behind an interface with a deterministic fake for tests. - Add migrations and rollback or recovery notes for every persistent data change. - Log useful operational context without credentials, tokens, passwords or personal data. - Update documentation and run every check before completing a milestone. ## Known traps - The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. - Do not create separate copies of tasks for each view. - A rollup must not count the same task twice through duplicate links. - A workflow rule is not permission to execute arbitrary user code. - Export without an import or restore rehearsal is not verified portability. - Product mode is additional engineering, not a switch that makes a local prototype production-ready. ===== MILESTONES.md ===== # Delivery milestones · ClickUp Estimated effort: **multi-day** for the indie phases; the production-only milestones add the trust and operability layer. ## M1 · Local foundation and data contract Create the runnable local foundation for a task workspace with linked docs and transparent goal rollups, including the real schema and acceptance fixture. ### Steps 1. Create and start the local application Run the venv command first, then stop and activate it before running the remaining commands. Use your OS instructions: Windows .venv\Scripts\activate.bat in cmd, or .venv\Scripts\Activate.ps1 in PowerShell; macOS/Linux source .venv/bin/activate. Then install the listed packages. Create app.py exposing app, load .env with python-dotenv, and add a /healthz route. Freeze tested dependency versions to requirements.txt. Create .env manually from .env.example; replace SECRET_KEY before launch. Files: `app.py`, `requirements.txt`, `.env.example`, `.gitignore` ```sh python -m venv .venv python -m pip install Flask Flask-WTF python-dotenv waitress tzdata python -m pip freeze > requirements.txt python -m flask --app app run --host 127.0.0.1 ``` 2. Implement storage and seed the named fixture For database-backed state create schema.sql and db.py using this model: spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status). Add the auxiliary relationships explicitly used in later phases; use stable ids, foreign keys, parameterized values and transactions. For canonical files use atomic replacement and hashes instead. Implement python manage.py init and python manage.py seed to create only synthetic data: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Re-running init must not erase data. Files: `schema.sql`, `db.py`, `manage.py`, `fixtures/README.md` ```sh python manage.py init python manage.py seed ``` 3. Protect the local request boundary Install Flask-WTF CSRF protection for forms and same-origin fetches, validate Host and Origin against SITE_URL, bound inputs and escape output. Deliberately public intake endpoints get bounded validation and rate limits; signed provider webhooks use signature checks instead of browser CSRF tokens. All other admin routes stay local until product authentication exists. When a later phase tests viewer/member permissions, implement the users, hashed passwords, expiring server sessions and role checks in this foundation first; product mode must never use a fabricated identity from request input. Add error, empty, keyboard-focus and retry states now. Files: `app.py`, `templates/base.html`, `test/test_foundation.py` ### Done when - [ ] The documented start command serves /healthz and the initial screen at http://127.0.0.1:5000. - [ ] Restarting preserves the seeded records or canonical files; running init again deletes nothing. - [ ] A cross-origin state-changing request to an admin route is refused. ### Watch out - The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. ## M2 · Workspace hierarchy Workspace hierarchy for ClickUp: Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. ### Steps 1. Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. Files: `features/workspace_hierarchy.py`, `templates/workspace_hierarchy.html` 2. Add typed custom fields for effort and priority with list and board views over the same task records. Add typed custom fields for effort and priority with list and board views over the same task records. Files: `features/workspace_hierarchy.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Moving a task to a second list preserves its notes and id. Then check: A negative effort estimate is rejected without changing the task. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_workspace_hierarchy.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Moving a task to a second list preserves its notes and id. - [ ] A negative effort estimate is rejected without changing the task. ### Watch out - Do not create separate copies of tasks for each view. ## M3 · Docs and goals Docs and goals for ClickUp: Add plain-text briefs linked to tasks and a preview that escapes imported content. ### Steps 1. Add plain-text briefs linked to tasks and a preview that escapes imported content. Add plain-text briefs linked to tasks and a preview that escapes imported content. Files: `features/docs_and_goals.py`, `templates/docs_and_goals.html` 2. Define each goal as an explicit task set and show completed/total with links to the contributing tasks. Define each goal as an explicit task set and show completed/total with links to the contributing tasks. Files: `features/docs_and_goals.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Editing a linked brief changes the view from both linked tasks. Then check: A goal with two of three tasks complete shows 2/3 across lists. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_docs_and_goals.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Editing a linked brief changes the view from both linked tasks. - [ ] A goal with two of three tasks complete shows 2/3 across lists. ### Watch out - A rollup must not count the same task twice through duplicate links. ## M4 · Bounded automation Bounded automation for ClickUp: Support one rule: when every checklist item is done, set the task to review; store processed event ids. ### Steps 1. Support one rule: when every checklist item is done, set the task to review; store processed event ids. Support one rule: when every checklist item is done, set the task to review; store processed event ids. Files: `features/bounded_automation.py`, `templates/bounded_automation.html` 2. Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. Files: `features/bounded_automation.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Replaying the checklist event creates one transition and one run record. Then check: Disabling a rule prevents the next eligible event from changing status. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_bounded_automation.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Replaying the checklist event creates one transition and one run record. - [ ] Disabling a rule prevents the next eligible event from changing status. ### Watch out - A workflow rule is not permission to execute arbitrary user code. ## M5 · Portable delivery and clean-start proof Finish the ClickUp replacement with a documented first-run path and a recoverable export. ### Steps 1. Write the user-facing runbook Document prerequisites, every configuration variable, data locations and the three domain workflows: Workspace hierarchy; Docs and goals; Bounded automation. Include the exclusions, actual costs and source check date 2026-09-05. Commands shown earlier that reference project files are files the builder must implement before running them. Files: `README.md`, `.env.example` 2. Create and rehearse a recoverable backup Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. Files: `OPERATIONS.md`, `scripts/backup.py` 3. Reproduce the first-run experience Use a new folder and only README instructions to reach the fixture outcome. Install from requirements.txt, initialize storage, run the tests and exercise the UI at 375px and 1280px; use keyboard-only controls and inspect browser errors. Record exactly what passed; do not mark unrun checks complete. Files: `README.md`, `verification.md` ```sh python -m pip install -r requirements.txt python -m unittest discover -s test ``` ### Done when - [ ] A new folder reaches the documented fixture outcome using only README instructions. - [ ] A backup restored in isolation preserves the proof data and can be opened. ### Watch out - Export without an import or restore rehearsal is not verified portability. ## M6 · Operate and share with access controls (production only) Product-builder only: make a task workspace with linked docs and transparent goal rollups operable for its stated audience before allowing remote access. ### Steps 1. Establish owner access before exposure Add owner/member/viewer authorization as appropriate, password hashes through Werkzeug, expiring server-side sessions, CSRF and login rate limits. Add users, sessions and audit schema migrations plus an owner-init command prompting securely for its password. Enforce ownership on every private read/write/download and fail closed when product setup is incomplete. Existing learner or admin identities must use this same boundary. Files: `ARCHITECTURE.md`, `OPERATIONS.md` 2. Deploy a monitored service Serve app:app with Waitress on loopback behind Caddy HTTPS. Configure trusted proxy headers narrowly, Secure/HttpOnly/SameSite cookies, upload limits, request ids and structured logs without private content. Run background jobs as a separate supervised process when the domain workflow requires them. Files: `Caddyfile`, `OPERATIONS.md` ```sh waitress-serve --listen=127.0.0.1:5000 app:app ``` 3. Rehearse loss and recovery Add a scheduled encrypted off-host backup using this procedure: Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Monitor health, disk space, failed jobs and backup age. Stop the service to test an alert; rehearse recovery with outbound effects disabled and record recovery time. Rotate any exposed credentials and require reconciliation before resuming queues. Files: `OPERATIONS.md`, `release-checklist.md` ### Done when - [ ] An unauthenticated visitor cannot read private records, download private files or mutate the admin surface. - [ ] A viewer cannot mutate data by making a direct request, and guessed ids cannot cross ownership boundaries. - [ ] Stopping the service triggers the configured alert and the latest off-host backup restores the fixture in isolation. ### Watch out - Product mode is additional engineering, not a switch that makes a local prototype production-ready. ===== OPERATIONS.md ===== # Operations · ClickUp ## Backup Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. ## Restore Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. Do a restore drill before the first real user, and write the date here when it passes. ## Monitoring Check HTTP availability, free disk, backup age and domain failures for Workspace hierarchy, Docs and goals, Bounded automation. Alert without logging private payloads. ## Incident checklist Pause outbound jobs and public intake as appropriate, preserve redacted diagnostics, restore an isolated verified backup, rotate affected credentials and reconcile uncertain effects before reopening. 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 backup when needed. 5. Document the root cause, the remediation and the regression test. ## Release gate - [ ] Moving a task to a second list preserves its notes and id. - [ ] Editing a linked brief changes the view from both linked tasks. - [ ] Replaying the checklist event creates one transition and one run record. - [ ] A private-data authorization check passes using a second identity. - [ ] An off-host restore drill has a date, observed result and recovery time in OPERATIONS.md. - [ ] README names the excluded vendor capabilities and actual provider/hosting costs. ## Launch constraint Do not market omitted ClickUp capabilities as implemented. The non-goals in `PRODUCT.md` remain user-visible limitations until they are deliberately delivered. ===== .env.example ===== # Copy to .env and fill in. Never commit .env; this file documents it. # Required. A new private folder this application creates on first run; never serve it as static files. DATA_DIR=./data/clickup # Required · secret. Generate with python -c "import secrets; print(secrets.token_hex(32))" and save only in .env. SECRET_KEY=replace-with-a-random-secret # Required. Use indie for loopback-only personal work. Product mode must refuse to start until owner login and the deployment gates are configured. APP_MODE=indie # Required. The origin used for local forms and links; replace with the chosen HTTPS origin in product mode. SITE_URL=http://127.0.0.1:5000
README.md
# ClickUp · indie build Build a task workspace with linked docs and transparent goal rollups. Estimated effort: **multi-day**. Work `BUILD_PLAN.md` top to bottom · every phase ends in a check that has to pass before the next one starts. ## Stack | Part | Choice | Why | | --- | --- | --- | | Runtime | Python 3.12+ and Flask | A small local HTTP application with readable server-side handlers and no JavaScript build pipeline. | | Storage | SQLite through Python sqlite3 | Local ownership with explicit transactions and a portable backup path. | | Interface | Jinja HTML templates, CSS and vanilla JavaScript | Implement the specified screens directly with labelled controls and progressive enhancement. | | Verification | Python unittest and browser acceptance fixtures | Check invariants and the actual user workflow before the next phase. | ## Before you start Have every one of these ready. The plan assumes them from step one. - [ ] **Python 3.12 or newer and a terminal** · Python is free; this local prototype requires no hosting subscription. - Why: The local backend, tests and storage use Python. - Get it: Install Python from python.org. Open a terminal in a new empty project folder. On Windows, use py -3 where this guide says python if python is not on PATH; on macOS/Linux use python3 if needed. Create .venv and activate it before installing packages. - Verify: python --version reports 3.12+ and python -c "import sqlite3" succeeds. - [ ] **A current desktop browser and text editor** · No paid service required for this local step. - Why: You need to view the local interface and edit generated project files. - Get it: Use an installed Chrome, Firefox or Edge browser. Open the empty project folder in your editor; open the terminal there, not in this catalog repository. - Verify: You can create a text file in the project folder and open browser developer tools. - [ ] **ClickUp acceptance sample** · No paid service required for this local step. - Why: This fixture makes the first end-to-end check reproducible. - Get it: Create synthetic sample data before implementation: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Save it under fixtures/ with the expected results in fixtures/README.md; use no real credentials or customer records. - Verify: The fixture files and expected outcomes exist and can be inspected without a vendor account. - [ ] **Confirm the bounded replacement** · No paid service required for this local step. - Why: The full commercial product is larger than this guide. - Get it: The deliverable is a task workspace with linked docs and transparent goal rollups. Read every exclusion below. Indie mode runs locally; any public or shared use requires the product access and deployment gates first. - Verify: You can name the primary workflow and the vendor features this version deliberately leaves out. ## Quick start ```sh python -m venv .venv python -m pip install Flask Flask-WTF python-dotenv waitress tzdata python -m pip freeze > requirements.txt python -m flask --app app run --host 127.0.0.1 ``` Then copy `.env.example` to `.env` and fill in the values it documents. ## Honest limits This build deliberately does not replace: - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine - deep integrations - enterprise permissions - large-scale reporting - battle-tested notifications and mobile apps If one of those is essential to you, that is the reason to keep paying for ClickUp, and the README should say so rather than pretend.
BRIEF.md
# Build brief · ClickUp The one-shot brief this plan expands. `BUILD_PLAN.md` (or `MILESTONES.md`) is the same sequence broken into steps and checks; where the two disagree, the plan wins. Build me a task workspace with linked docs and transparent goal rollups as a bounded replacement for ClickUp. Build it in phases in the order below. Do not write the whole product in one pass. Finish the current phase, run its Done when checks, fix failures, then continue. Indie mode completes Phases 1-5. Phase 6 is required before shared or public deployment. ### Stack (fixed, do not substitute) - Runtime: Python 3.12+ and Flask. A small local HTTP application with readable server-side handlers and no JavaScript build pipeline. - Storage: SQLite through Python sqlite3. Local ownership with explicit transactions and a portable backup path. - Interface: Jinja HTML templates, CSS and vanilla JavaScript. Implement the specified screens directly with labelled controls and progressive enhancement. - Verification: Python unittest and browser acceptance fixtures. Check invariants and the actual user workflow before the next phase. ### Data model (create this before Phase 1) - spaces(id,name) - lists(id,space_id,name) - tasks(id,list_id,title,status,estimate,revision) - docs(id,space_id,title,body) - task_docs(task_id,doc_id) - goals(id,name) - goal_tasks(goal_id,task_id) - rules(id,list_id,trigger,target_status) - Use stable ids and explicit relationships; add auxiliary tables named by the phases before those phases use them. - Acceptance fixture: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. ### Prerequisites and configuration - Python 3.12 or newer and a terminal: Install Python from python.org. Open a terminal in a new empty project folder. On Windows, use py -3 where this guide says python if python is not on PATH; on macOS/Linux use python3 if needed. Create .venv and activate it before installing packages. Verify: python --version reports 3.12+ and python -c "import sqlite3" succeeds. Cost: Python is free; this local prototype requires no hosting subscription. - A current desktop browser and text editor: Use an installed Chrome, Firefox or Edge browser. Open the empty project folder in your editor; open the terminal there, not in this catalog repository. Verify: You can create a text file in the project folder and open browser developer tools. Cost: No paid service required for this local step. - ClickUp acceptance sample: Create synthetic sample data before implementation: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Save it under fixtures/ with the expected results in fixtures/README.md; use no real credentials or customer records. Verify: The fixture files and expected outcomes exist and can be inspected without a vendor account. Cost: No paid service required for this local step. - Confirm the bounded replacement: The deliverable is a task workspace with linked docs and transparent goal rollups. Read every exclusion below. Indie mode runs locally; any public or shared use requires the product access and deployment gates first. Verify: You can name the primary workflow and the vendor features this version deliberately leaves out. Cost: No paid service required for this local step. - Configuration: DATA_DIR, SECRET_KEY, APP_MODE, SITE_URL. Ship .env.example, replace placeholders and exclude secrets from git. ### Phase 1 · Local foundation and data contract Build: Create the runnable local foundation for a task workspace with linked docs and transparent goal rollups, including the real schema and acceptance fixture. - Run the venv command first, then stop and activate it before running the remaining commands. Use your OS instructions: Windows .venv\Scripts\activate.bat in cmd, or .venv\Scripts\Activate.ps1 in PowerShell; macOS/Linux source .venv/bin/activate. Then install the listed packages. Create app.py exposing app, load .env with python-dotenv, and add a /healthz route. Freeze tested dependency versions to requirements.txt. Create .env manually from .env.example; replace SECRET_KEY before launch. Commands, after creating the named files: `python -m venv .venv`; `python -m pip install Flask Flask-WTF python-dotenv waitress tzdata`; `python -m pip freeze > requirements.txt`; `python -m flask --app app run --host 127.0.0.1`. - For database-backed state create schema.sql and db.py using this model: spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status). Add the auxiliary relationships explicitly used in later phases; use stable ids, foreign keys, parameterized values and transactions. For canonical files use atomic replacement and hashes instead. Implement python manage.py init and python manage.py seed to create only synthetic data: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Re-running init must not erase data. Commands, after creating the named files: `python manage.py init`; `python manage.py seed`. - Install Flask-WTF CSRF protection for forms and same-origin fetches, validate Host and Origin against SITE_URL, bound inputs and escape output. Deliberately public intake endpoints get bounded validation and rate limits; signed provider webhooks use signature checks instead of browser CSRF tokens. All other admin routes stay local until product authentication exists. When a later phase tests viewer/member permissions, implement the users, hashed passwords, expiring server sessions and role checks in this foundation first; product mode must never use a fabricated identity from request input. Add error, empty, keyboard-focus and retry states now. - Trap: The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. Done when: The documented start command serves /healthz and the initial screen at http://127.0.0.1:5000. Restarting preserves the seeded records or canonical files; running init again deletes nothing. A cross-origin state-changing request to an admin route is refused. Do not build yet: Do not start workspace hierarchy until these checks pass. ### Phase 2 · Workspace hierarchy Build: Workspace hierarchy for ClickUp: Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. - Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. - Add typed custom fields for effort and priority with list and board views over the same task records. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Moving a task to a second list preserves its notes and id. Then check: A negative effort estimate is rejected without changing the task. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: Do not create separate copies of tasks for each view. Done when: Moving a task to a second list preserves its notes and id. A negative effort estimate is rejected without changing the task. Do not build yet: Do not start docs and goals until these checks pass. ### Phase 3 · Docs and goals Build: Docs and goals for ClickUp: Add plain-text briefs linked to tasks and a preview that escapes imported content. - Add plain-text briefs linked to tasks and a preview that escapes imported content. - Define each goal as an explicit task set and show completed/total with links to the contributing tasks. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Editing a linked brief changes the view from both linked tasks. Then check: A goal with two of three tasks complete shows 2/3 across lists. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: A rollup must not count the same task twice through duplicate links. Done when: Editing a linked brief changes the view from both linked tasks. A goal with two of three tasks complete shows 2/3 across lists. Do not build yet: Do not start bounded automation until these checks pass. ### Phase 4 · Bounded automation Build: Bounded automation for ClickUp: Support one rule: when every checklist item is done, set the task to review; store processed event ids. - Support one rule: when every checklist item is done, set the task to review; store processed event ids. - Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Replaying the checklist event creates one transition and one run record. Then check: Disabling a rule prevents the next eligible event from changing status. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: A workflow rule is not permission to execute arbitrary user code. Done when: Replaying the checklist event creates one transition and one run record. Disabling a rule prevents the next eligible event from changing status. Do not build yet: Do not start portable delivery and clean-start proof until these checks pass. ### Phase 5 · Portable delivery and clean-start proof Build: Finish the ClickUp replacement with a documented first-run path and a recoverable export. - Document prerequisites, every configuration variable, data locations and the three domain workflows: Workspace hierarchy; Docs and goals; Bounded automation. Include the exclusions, actual costs and source check date 2026-09-05. Commands shown earlier that reference project files are files the builder must implement before running them. - Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. - Use a new folder and only README instructions to reach the fixture outcome. Install from requirements.txt, initialize storage, run the tests and exercise the UI at 375px and 1280px; use keyboard-only controls and inspect browser errors. Record exactly what passed; do not mark unrun checks complete. Commands, after creating the named files: `python -m pip install -r requirements.txt`; `python -m unittest discover -s test`. - Trap: Export without an import or restore rehearsal is not verified portability. Done when: A new folder reaches the documented fixture outcome using only README instructions. A backup restored in isolation preserves the proof data and can be opened. Do not build yet: Do not start operate and share with access controls until these checks pass. ### Phase 6 · Operate and share with access controls (product-builder only) Build: Product-builder only: make a task workspace with linked docs and transparent goal rollups operable for its stated audience before allowing remote access. - Add owner/member/viewer authorization as appropriate, password hashes through Werkzeug, expiring server-side sessions, CSRF and login rate limits. Add users, sessions and audit schema migrations plus an owner-init command prompting securely for its password. Enforce ownership on every private read/write/download and fail closed when product setup is incomplete. Existing learner or admin identities must use this same boundary. - Serve app:app with Waitress on loopback behind Caddy HTTPS. Configure trusted proxy headers narrowly, Secure/HttpOnly/SameSite cookies, upload limits, request ids and structured logs without private content. Run background jobs as a separate supervised process when the domain workflow requires them. Commands, after creating the named files: `waitress-serve --listen=127.0.0.1:5000 app:app`. - Add a scheduled encrypted off-host backup using this procedure: Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Monitor health, disk space, failed jobs and backup age. Stop the service to test an alert; rehearse recovery with outbound effects disabled and record recovery time. Rotate any exposed credentials and require reconciliation before resuming queues. - Trap: Product mode is additional engineering, not a switch that makes a local prototype production-ready. Done when: An unauthenticated visitor cannot read private records, download private files or mutate the admin surface. A viewer cannot mutate data by making a direct request, and guessed ids cannot cross ownership boundaries. Stopping the service triggers the configured alert and the latest off-host backup restores the fixture in isolation. Do not build yet: Do not add new providers or vendor-scale features until the release gates are recorded. ### Out of scope (and why) - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine: retain the paid product if this capability is essential; it is outside this bounded build. - deep integrations: retain the paid product if this capability is essential; it is outside this bounded build. - enterprise permissions: retain the paid product if this capability is essential; it is outside this bounded build. - large-scale reporting: retain the paid product if this capability is essential; it is outside this bounded build. - battle-tested notifications and mobile apps: retain the paid product if this capability is essential; it is outside this bounded build. ### README must contain - Exact install, configure, initialize, start, test and recovery commands for a clean folder. - The schema, fixture, acceptance results, private data locations and export format. - Every prerequisite and secret source, actual running costs and deliberately excluded capabilities. - An honest distinction between tests actually run and checks still awaiting real credentials or deployment. - Dependency documentation reviewed 2026-09-05: https://flask.palletsprojects.com/en/stable/installation/ ; https://docs.python.org/3/library/sqlite3.html ; https://flask-wtf.readthedocs.io/en/1.2.x/csrf/ ; https://docs.pylonsproject.org/projects/waitress/en/stable/usage.html. Recheck before upgrading; freeze the versions actually tested.
AGENTS.md
# Agent instructions · ClickUp indie build - Read `README.md` and `BUILD_PLAN.md` before writing code. The stack is fixed: Python 3.12+ and Flask, SQLite through Python sqlite3, Jinja HTML templates, CSS and vanilla JavaScript, Python unittest and browser acceptance fixtures. Do not substitute. - Work one phase at a time, in order. Do not start a phase until every "Done when" item of the previous one passes. - Prefer the fewest moving parts that satisfy the step. No frameworks, services or dependencies the plan does not name. - Secrets live in `.env`, never in source or logs. Keep `.env.example` current when a variable is introduced. - Do not invent cryptography, security guarantees, APIs or compliance claims. - Add a focused test for every destructive, security-sensitive or data-loss path the plan names. - Run the project checks before declaring a phase complete, and record any deliberate shortcut in the README under "Tradeoffs". ## Known traps - The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. - Do not create separate copies of tasks for each view. - A rollup must not count the same task twice through duplicate links. - A workflow rule is not permission to execute arbitrary user code. - Export without an import or restore rehearsal is not verified portability.
BUILD_PLAN.md
# Build plan · ClickUp Build a task workspace with linked docs and transparent goal rollups. Phases are in dependency order. Each ends in a "Done when" list; treat an unticked item as a blocker, not a note. ## Phase 1 · Local foundation and data contract Create the runnable local foundation for a task workspace with linked docs and transparent goal rollups, including the real schema and acceptance fixture. ### Steps 1. Create and start the local application Run the venv command first, then stop and activate it before running the remaining commands. Use your OS instructions: Windows .venv\Scripts\activate.bat in cmd, or .venv\Scripts\Activate.ps1 in PowerShell; macOS/Linux source .venv/bin/activate. Then install the listed packages. Create app.py exposing app, load .env with python-dotenv, and add a /healthz route. Freeze tested dependency versions to requirements.txt. Create .env manually from .env.example; replace SECRET_KEY before launch. Files: `app.py`, `requirements.txt`, `.env.example`, `.gitignore` ```sh python -m venv .venv python -m pip install Flask Flask-WTF python-dotenv waitress tzdata python -m pip freeze > requirements.txt python -m flask --app app run --host 127.0.0.1 ``` 2. Implement storage and seed the named fixture For database-backed state create schema.sql and db.py using this model: spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status). Add the auxiliary relationships explicitly used in later phases; use stable ids, foreign keys, parameterized values and transactions. For canonical files use atomic replacement and hashes instead. Implement python manage.py init and python manage.py seed to create only synthetic data: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Re-running init must not erase data. Files: `schema.sql`, `db.py`, `manage.py`, `fixtures/README.md` ```sh python manage.py init python manage.py seed ``` 3. Protect the local request boundary Install Flask-WTF CSRF protection for forms and same-origin fetches, validate Host and Origin against SITE_URL, bound inputs and escape output. Deliberately public intake endpoints get bounded validation and rate limits; signed provider webhooks use signature checks instead of browser CSRF tokens. All other admin routes stay local until product authentication exists. When a later phase tests viewer/member permissions, implement the users, hashed passwords, expiring server sessions and role checks in this foundation first; product mode must never use a fabricated identity from request input. Add error, empty, keyboard-focus and retry states now. Files: `app.py`, `templates/base.html`, `test/test_foundation.py` ### Done when - [ ] The documented start command serves /healthz and the initial screen at http://127.0.0.1:5000. - [ ] Restarting preserves the seeded records or canonical files; running init again deletes nothing. - [ ] A cross-origin state-changing request to an admin route is refused. ### Watch out - The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. ## Phase 2 · Workspace hierarchy Workspace hierarchy for ClickUp: Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. ### Steps 1. Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. Files: `features/workspace_hierarchy.py`, `templates/workspace_hierarchy.html` 2. Add typed custom fields for effort and priority with list and board views over the same task records. Add typed custom fields for effort and priority with list and board views over the same task records. Files: `features/workspace_hierarchy.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Moving a task to a second list preserves its notes and id. Then check: A negative effort estimate is rejected without changing the task. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_workspace_hierarchy.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Moving a task to a second list preserves its notes and id. - [ ] A negative effort estimate is rejected without changing the task. ### Watch out - Do not create separate copies of tasks for each view. ## Phase 3 · Docs and goals Docs and goals for ClickUp: Add plain-text briefs linked to tasks and a preview that escapes imported content. ### Steps 1. Add plain-text briefs linked to tasks and a preview that escapes imported content. Add plain-text briefs linked to tasks and a preview that escapes imported content. Files: `features/docs_and_goals.py`, `templates/docs_and_goals.html` 2. Define each goal as an explicit task set and show completed/total with links to the contributing tasks. Define each goal as an explicit task set and show completed/total with links to the contributing tasks. Files: `features/docs_and_goals.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Editing a linked brief changes the view from both linked tasks. Then check: A goal with two of three tasks complete shows 2/3 across lists. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_docs_and_goals.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Editing a linked brief changes the view from both linked tasks. - [ ] A goal with two of three tasks complete shows 2/3 across lists. ### Watch out - A rollup must not count the same task twice through duplicate links. ## Phase 4 · Bounded automation Bounded automation for ClickUp: Support one rule: when every checklist item is done, set the task to review; store processed event ids. ### Steps 1. Support one rule: when every checklist item is done, set the task to review; store processed event ids. Support one rule: when every checklist item is done, set the task to review; store processed event ids. Files: `features/bounded_automation.py`, `templates/bounded_automation.html` 2. Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. Files: `features/bounded_automation.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Replaying the checklist event creates one transition and one run record. Then check: Disabling a rule prevents the next eligible event from changing status. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_bounded_automation.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Replaying the checklist event creates one transition and one run record. - [ ] Disabling a rule prevents the next eligible event from changing status. ### Watch out - A workflow rule is not permission to execute arbitrary user code. ## Phase 5 · Portable delivery and clean-start proof Finish the ClickUp replacement with a documented first-run path and a recoverable export. ### Steps 1. Write the user-facing runbook Document prerequisites, every configuration variable, data locations and the three domain workflows: Workspace hierarchy; Docs and goals; Bounded automation. Include the exclusions, actual costs and source check date 2026-09-05. Commands shown earlier that reference project files are files the builder must implement before running them. Files: `README.md`, `.env.example` 2. Create and rehearse a recoverable backup Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. Files: `OPERATIONS.md`, `scripts/backup.py` 3. Reproduce the first-run experience Use a new folder and only README instructions to reach the fixture outcome. Install from requirements.txt, initialize storage, run the tests and exercise the UI at 375px and 1280px; use keyboard-only controls and inspect browser errors. Record exactly what passed; do not mark unrun checks complete. Files: `README.md`, `verification.md` ```sh python -m pip install -r requirements.txt python -m unittest discover -s test ``` ### Done when - [ ] A new folder reaches the documented fixture outcome using only README instructions. - [ ] A backup restored in isolation preserves the proof data and can be opened. ### Watch out - Export without an import or restore rehearsal is not verified portability. ## Not in this build - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine - deep integrations - enterprise permissions - large-scale reporting - battle-tested notifications and mobile apps ## After v1, if you want it - Extend bounded automation only after the fixture and recovery checks pass. - Before adding another integration, document its credentials, limits, cost and failure behavior with primary-source links.
.env.example
# Copy to .env and fill in. Never commit .env; this file documents it. # Required. A new private folder this application creates on first run; never serve it as static files. DATA_DIR=./data/clickup # Required · secret. Generate with python -c "import secrets; print(secrets.token_hex(32))" and save only in .env. SECRET_KEY=replace-with-a-random-secret # Required. Use indie for loopback-only personal work. Product mode must refuse to start until owner login and the deployment gates are configured. APP_MODE=indie # Required. The origin used for local forms and links; replace with the chosen HTTPS origin in product mode. SITE_URL=http://127.0.0.1:5000
PRODUCT.md
# ClickUp · product brief ## Problem The core loop is buildable, but a dependable replacement becomes a real weekend or multi-day project. For ClickUp, combine tasks, docs, goals, dashboards, and simple automations for a small team. The hard boundary is breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine, plus collaboration, integrations, and organizational trust. ## Product outcome An operated version of a task workspace with linked docs and transparent goal rollups, with authorized access, restore evidence and honest scope limits. ## Target user A builder who needs a maintainable product foundation, not a one-off demo. ## Required capabilities - Docker - PostgreSQL - self-hosted server - email credentials for invitations ## Explicit non-goals for v1 - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine - deep integrations - enterprise permissions - large-scale reporting - battle-tested notifications and mobile apps ## Success criteria - Moving a task to a second list preserves its notes and id. - Editing a linked brief changes the view from both linked tasks. - Replaying the checklist event creates one transition and one run record. - A private-data authorization check passes using a second identity. - An off-host restore drill has a date, observed result and recovery time in OPERATIONS.md. - README names the excluded vendor capabilities and actual provider/hosting costs.
BRIEF.md
# Build brief · ClickUp The one-shot brief this plan expands. `BUILD_PLAN.md` (or `MILESTONES.md`) is the same sequence broken into steps and checks; where the two disagree, the plan wins. Build me a task workspace with linked docs and transparent goal rollups as a bounded replacement for ClickUp. Build it in phases in the order below. Do not write the whole product in one pass. Finish the current phase, run its Done when checks, fix failures, then continue. Indie mode completes Phases 1-5. Phase 6 is required before shared or public deployment. ### Stack (fixed, do not substitute) - Runtime: Python 3.12+ and Flask. A small local HTTP application with readable server-side handlers and no JavaScript build pipeline. - Storage: SQLite through Python sqlite3. Local ownership with explicit transactions and a portable backup path. - Interface: Jinja HTML templates, CSS and vanilla JavaScript. Implement the specified screens directly with labelled controls and progressive enhancement. - Verification: Python unittest and browser acceptance fixtures. Check invariants and the actual user workflow before the next phase. ### Data model (create this before Phase 1) - spaces(id,name) - lists(id,space_id,name) - tasks(id,list_id,title,status,estimate,revision) - docs(id,space_id,title,body) - task_docs(task_id,doc_id) - goals(id,name) - goal_tasks(goal_id,task_id) - rules(id,list_id,trigger,target_status) - Use stable ids and explicit relationships; add auxiliary tables named by the phases before those phases use them. - Acceptance fixture: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. ### Prerequisites and configuration - Python 3.12 or newer and a terminal: Install Python from python.org. Open a terminal in a new empty project folder. On Windows, use py -3 where this guide says python if python is not on PATH; on macOS/Linux use python3 if needed. Create .venv and activate it before installing packages. Verify: python --version reports 3.12+ and python -c "import sqlite3" succeeds. Cost: Python is free; this local prototype requires no hosting subscription. - A current desktop browser and text editor: Use an installed Chrome, Firefox or Edge browser. Open the empty project folder in your editor; open the terminal there, not in this catalog repository. Verify: You can create a text file in the project folder and open browser developer tools. Cost: No paid service required for this local step. - ClickUp acceptance sample: Create synthetic sample data before implementation: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Save it under fixtures/ with the expected results in fixtures/README.md; use no real credentials or customer records. Verify: The fixture files and expected outcomes exist and can be inspected without a vendor account. Cost: No paid service required for this local step. - Confirm the bounded replacement: The deliverable is a task workspace with linked docs and transparent goal rollups. Read every exclusion below. Indie mode runs locally; any public or shared use requires the product access and deployment gates first. Verify: You can name the primary workflow and the vendor features this version deliberately leaves out. Cost: No paid service required for this local step. - Configuration: DATA_DIR, SECRET_KEY, APP_MODE, SITE_URL. Ship .env.example, replace placeholders and exclude secrets from git. ### Phase 1 · Local foundation and data contract Build: Create the runnable local foundation for a task workspace with linked docs and transparent goal rollups, including the real schema and acceptance fixture. - Run the venv command first, then stop and activate it before running the remaining commands. Use your OS instructions: Windows .venv\Scripts\activate.bat in cmd, or .venv\Scripts\Activate.ps1 in PowerShell; macOS/Linux source .venv/bin/activate. Then install the listed packages. Create app.py exposing app, load .env with python-dotenv, and add a /healthz route. Freeze tested dependency versions to requirements.txt. Create .env manually from .env.example; replace SECRET_KEY before launch. Commands, after creating the named files: `python -m venv .venv`; `python -m pip install Flask Flask-WTF python-dotenv waitress tzdata`; `python -m pip freeze > requirements.txt`; `python -m flask --app app run --host 127.0.0.1`. - For database-backed state create schema.sql and db.py using this model: spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status). Add the auxiliary relationships explicitly used in later phases; use stable ids, foreign keys, parameterized values and transactions. For canonical files use atomic replacement and hashes instead. Implement python manage.py init and python manage.py seed to create only synthetic data: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Re-running init must not erase data. Commands, after creating the named files: `python manage.py init`; `python manage.py seed`. - Install Flask-WTF CSRF protection for forms and same-origin fetches, validate Host and Origin against SITE_URL, bound inputs and escape output. Deliberately public intake endpoints get bounded validation and rate limits; signed provider webhooks use signature checks instead of browser CSRF tokens. All other admin routes stay local until product authentication exists. When a later phase tests viewer/member permissions, implement the users, hashed passwords, expiring server sessions and role checks in this foundation first; product mode must never use a fabricated identity from request input. Add error, empty, keyboard-focus and retry states now. - Trap: The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. Done when: The documented start command serves /healthz and the initial screen at http://127.0.0.1:5000. Restarting preserves the seeded records or canonical files; running init again deletes nothing. A cross-origin state-changing request to an admin route is refused. Do not build yet: Do not start workspace hierarchy until these checks pass. ### Phase 2 · Workspace hierarchy Build: Workspace hierarchy for ClickUp: Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. - Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. - Add typed custom fields for effort and priority with list and board views over the same task records. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Moving a task to a second list preserves its notes and id. Then check: A negative effort estimate is rejected without changing the task. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: Do not create separate copies of tasks for each view. Done when: Moving a task to a second list preserves its notes and id. A negative effort estimate is rejected without changing the task. Do not build yet: Do not start docs and goals until these checks pass. ### Phase 3 · Docs and goals Build: Docs and goals for ClickUp: Add plain-text briefs linked to tasks and a preview that escapes imported content. - Add plain-text briefs linked to tasks and a preview that escapes imported content. - Define each goal as an explicit task set and show completed/total with links to the contributing tasks. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Editing a linked brief changes the view from both linked tasks. Then check: A goal with two of three tasks complete shows 2/3 across lists. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: A rollup must not count the same task twice through duplicate links. Done when: Editing a linked brief changes the view from both linked tasks. A goal with two of three tasks complete shows 2/3 across lists. Do not build yet: Do not start bounded automation until these checks pass. ### Phase 4 · Bounded automation Build: Bounded automation for ClickUp: Support one rule: when every checklist item is done, set the task to review; store processed event ids. - Support one rule: when every checklist item is done, set the task to review; store processed event ids. - Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. - Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Replaying the checklist event creates one transition and one run record. Then check: Disabling a rule prevents the next eligible event from changing status. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Commands, after creating the named files: `python -m unittest discover -s test`. - Trap: A workflow rule is not permission to execute arbitrary user code. Done when: Replaying the checklist event creates one transition and one run record. Disabling a rule prevents the next eligible event from changing status. Do not build yet: Do not start portable delivery and clean-start proof until these checks pass. ### Phase 5 · Portable delivery and clean-start proof Build: Finish the ClickUp replacement with a documented first-run path and a recoverable export. - Document prerequisites, every configuration variable, data locations and the three domain workflows: Workspace hierarchy; Docs and goals; Bounded automation. Include the exclusions, actual costs and source check date 2026-09-05. Commands shown earlier that reference project files are files the builder must implement before running them. - Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. - Use a new folder and only README instructions to reach the fixture outcome. Install from requirements.txt, initialize storage, run the tests and exercise the UI at 375px and 1280px; use keyboard-only controls and inspect browser errors. Record exactly what passed; do not mark unrun checks complete. Commands, after creating the named files: `python -m pip install -r requirements.txt`; `python -m unittest discover -s test`. - Trap: Export without an import or restore rehearsal is not verified portability. Done when: A new folder reaches the documented fixture outcome using only README instructions. A backup restored in isolation preserves the proof data and can be opened. Do not build yet: Do not start operate and share with access controls until these checks pass. ### Phase 6 · Operate and share with access controls (product-builder only) Build: Product-builder only: make a task workspace with linked docs and transparent goal rollups operable for its stated audience before allowing remote access. - Add owner/member/viewer authorization as appropriate, password hashes through Werkzeug, expiring server-side sessions, CSRF and login rate limits. Add users, sessions and audit schema migrations plus an owner-init command prompting securely for its password. Enforce ownership on every private read/write/download and fail closed when product setup is incomplete. Existing learner or admin identities must use this same boundary. - Serve app:app with Waitress on loopback behind Caddy HTTPS. Configure trusted proxy headers narrowly, Secure/HttpOnly/SameSite cookies, upload limits, request ids and structured logs without private content. Run background jobs as a separate supervised process when the domain workflow requires them. Commands, after creating the named files: `waitress-serve --listen=127.0.0.1:5000 app:app`. - Add a scheduled encrypted off-host backup using this procedure: Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Monitor health, disk space, failed jobs and backup age. Stop the service to test an alert; rehearse recovery with outbound effects disabled and record recovery time. Rotate any exposed credentials and require reconciliation before resuming queues. - Trap: Product mode is additional engineering, not a switch that makes a local prototype production-ready. Done when: An unauthenticated visitor cannot read private records, download private files or mutate the admin surface. A viewer cannot mutate data by making a direct request, and guessed ids cannot cross ownership boundaries. Stopping the service triggers the configured alert and the latest off-host backup restores the fixture in isolation. Do not build yet: Do not add new providers or vendor-scale features until the release gates are recorded. ### Out of scope (and why) - This is a task workspace with linked docs and transparent goal rollups; full ClickUp feature parity, vendor hosting and support are not included. - breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine: retain the paid product if this capability is essential; it is outside this bounded build. - deep integrations: retain the paid product if this capability is essential; it is outside this bounded build. - enterprise permissions: retain the paid product if this capability is essential; it is outside this bounded build. - large-scale reporting: retain the paid product if this capability is essential; it is outside this bounded build. - battle-tested notifications and mobile apps: retain the paid product if this capability is essential; it is outside this bounded build. ### README must contain - Exact install, configure, initialize, start, test and recovery commands for a clean folder. - The schema, fixture, acceptance results, private data locations and export format. - Every prerequisite and secret source, actual running costs and deliberately excluded capabilities. - An honest distinction between tests actually run and checks still awaiting real credentials or deployment. - Dependency documentation reviewed 2026-09-05: https://flask.palletsprojects.com/en/stable/installation/ ; https://docs.python.org/3/library/sqlite3.html ; https://flask-wtf.readthedocs.io/en/1.2.x/csrf/ ; https://docs.pylonsproject.org/projects/waitress/en/stable/usage.html. Recheck before upgrading; freeze the versions actually tested.
ARCHITECTURE.md
# Architecture · ClickUp ## Stack | Part | Choice | Why | | --- | --- | --- | | Runtime | Python 3.12+ and Flask | A small local HTTP application with readable server-side handlers and no JavaScript build pipeline. | | Storage | SQLite through Python sqlite3 | Local ownership with explicit transactions and a portable backup path. | | Interface | Jinja HTML templates, CSS and vanilla JavaScript | Implement the specified screens directly with labelled controls and progressive enhancement. | | Verification | Python unittest and browser acceptance fixtures | Check invariants and the actual user workflow before the next phase. | ## Modules Each module has one owner concern and a documented way to replace it. | Module | Owns | How to replace it | | --- | --- | --- | | Data and identity | spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status) | Keep stable ids and a versioned repository interface; migrate storage behind it with a fixture round-trip. | | Workspace hierarchy | Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. | Keep the acceptance contract: Moving a task to a second list preserves its notes and id. Replace only this module after replaying its fixture; preserve ids and existing records. | | Docs and goals | Add plain-text briefs linked to tasks and a preview that escapes imported content. | Keep the acceptance contract: Editing a linked brief changes the view from both linked tasks. Replace only this module after replaying its fixture; preserve ids and existing records. | | Bounded automation | Support one rule: when every checklist item is done, set the task to review; store processed event ids. | Keep the acceptance contract: Replaying the checklist event creates one transition and one run record. Replace only this module after replaying its fixture; preserve ids and existing records. | | Operations | Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. | Change host or backup destination only after an isolated restore and authorization check. | ## Configuration Every runtime setting is an environment variable documented in `.env.example`, validated at startup, with a safe local default wherever one exists. - `DATA_DIR` · required · A new private folder this application creates on first run; never serve it as static files. - `SECRET_KEY` · required, secret · Generate with python -c "import secrets; print(secrets.token_hex(32))" and save only in .env. - `APP_MODE` · required · Use indie for loopback-only personal work. Product mode must refuse to start until owner login and the deployment gates are configured. - `SITE_URL` · required · The origin used for local forms and links; replace with the chosen HTTPS origin in product mode. ## Production baseline - Security: least privilege, input validation at every boundary, secret redaction in logs, rate limits on abuse-prone paths, no invented security primitives. - Data: explicit schema and migrations, transactional writes where integrity matters, backup and restore procedures that have been exercised. - Integrations: adapters around third-party providers, idempotent webhook or job processing, bounded retries, timeouts. - Observability: structured logs with request or operation ids, an error-tracking hook, and health and readiness checks where a server exists. - Quality: unit tests for domain rules, integration tests at module boundaries, one end-to-end test of the critical path. ## Decision records For each dependency in the stack table, keep a short note: why it was chosen, its failure mode, and how it is replaced. Do not add infrastructure until a requirement in `PRODUCT.md` justifies it.
AGENTS.md
# Agent instructions · ClickUp product build - Read `PRODUCT.md` and `ARCHITECTURE.md` before changing code. The stack is fixed: Python 3.12+ and Flask, SQLite through Python sqlite3, Jinja HTML templates, CSS and vanilla JavaScript, Python unittest and browser acceptance fixtures. - Implement milestone by milestone from `MILESTONES.md`; keep each change reviewable and leave the application runnable at every commit. - 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 check pass. - Put every external service behind an interface with a deterministic fake for tests. - Add migrations and rollback or recovery notes for every persistent data change. - Log useful operational context without credentials, tokens, passwords or personal data. - Update documentation and run every check before completing a milestone. ## Known traps - The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. - Do not create separate copies of tasks for each view. - A rollup must not count the same task twice through duplicate links. - A workflow rule is not permission to execute arbitrary user code. - Export without an import or restore rehearsal is not verified portability. - Product mode is additional engineering, not a switch that makes a local prototype production-ready.
MILESTONES.md
# Delivery milestones · ClickUp Estimated effort: **multi-day** for the indie phases; the production-only milestones add the trust and operability layer. ## M1 · Local foundation and data contract Create the runnable local foundation for a task workspace with linked docs and transparent goal rollups, including the real schema and acceptance fixture. ### Steps 1. Create and start the local application Run the venv command first, then stop and activate it before running the remaining commands. Use your OS instructions: Windows .venv\Scripts\activate.bat in cmd, or .venv\Scripts\Activate.ps1 in PowerShell; macOS/Linux source .venv/bin/activate. Then install the listed packages. Create app.py exposing app, load .env with python-dotenv, and add a /healthz route. Freeze tested dependency versions to requirements.txt. Create .env manually from .env.example; replace SECRET_KEY before launch. Files: `app.py`, `requirements.txt`, `.env.example`, `.gitignore` ```sh python -m venv .venv python -m pip install Flask Flask-WTF python-dotenv waitress tzdata python -m pip freeze > requirements.txt python -m flask --app app run --host 127.0.0.1 ``` 2. Implement storage and seed the named fixture For database-backed state create schema.sql and db.py using this model: spaces(id,name); lists(id,space_id,name); tasks(id,list_id,title,status,estimate,revision); docs(id,space_id,title,body); task_docs(task_id,doc_id); goals(id,name); goal_tasks(goal_id,task_id); rules(id,list_id,trigger,target_status). Add the auxiliary relationships explicitly used in later phases; use stable ids, foreign keys, parameterized values and transactions. For canonical files use atomic replacement and hashes instead. Implement python manage.py init and python manage.py seed to create only synthetic data: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Re-running init must not erase data. Files: `schema.sql`, `db.py`, `manage.py`, `fixtures/README.md` ```sh python manage.py init python manage.py seed ``` 3. Protect the local request boundary Install Flask-WTF CSRF protection for forms and same-origin fetches, validate Host and Origin against SITE_URL, bound inputs and escape output. Deliberately public intake endpoints get bounded validation and rate limits; signed provider webhooks use signature checks instead of browser CSRF tokens. All other admin routes stay local until product authentication exists. When a later phase tests viewer/member permissions, implement the users, hashed passwords, expiring server sessions and role checks in this foundation first; product mode must never use a fabricated identity from request input. Add error, empty, keyboard-focus and retry states now. Files: `app.py`, `templates/base.html`, `test/test_foundation.py` ### Done when - [ ] The documented start command serves /healthz and the initial screen at http://127.0.0.1:5000. - [ ] Restarting preserves the seeded records or canonical files; running init again deletes nothing. - [ ] A cross-origin state-changing request to an admin route is refused. ### Watch out - The Flask development server is for local development only. Loopback binding alone does not replace CSRF and origin validation. ## M2 · Workspace hierarchy Workspace hierarchy for ClickUp: Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. ### Steps 1. Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. Create spaces, lists and tasks; enforce that a moved task has a valid target list and retain its id. Files: `features/workspace_hierarchy.py`, `templates/workspace_hierarchy.html` 2. Add typed custom fields for effort and priority with list and board views over the same task records. Add typed custom fields for effort and priority with list and board views over the same task records. Files: `features/workspace_hierarchy.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Moving a task to a second list preserves its notes and id. Then check: A negative effort estimate is rejected without changing the task. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_workspace_hierarchy.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Moving a task to a second list preserves its notes and id. - [ ] A negative effort estimate is rejected without changing the task. ### Watch out - Do not create separate copies of tasks for each view. ## M3 · Docs and goals Docs and goals for ClickUp: Add plain-text briefs linked to tasks and a preview that escapes imported content. ### Steps 1. Add plain-text briefs linked to tasks and a preview that escapes imported content. Add plain-text briefs linked to tasks and a preview that escapes imported content. Files: `features/docs_and_goals.py`, `templates/docs_and_goals.html` 2. Define each goal as an explicit task set and show completed/total with links to the contributing tasks. Define each goal as an explicit task set and show completed/total with links to the contributing tasks. Files: `features/docs_and_goals.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Editing a linked brief changes the view from both linked tasks. Then check: A goal with two of three tasks complete shows 2/3 across lists. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_docs_and_goals.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Editing a linked brief changes the view from both linked tasks. - [ ] A goal with two of three tasks complete shows 2/3 across lists. ### Watch out - A rollup must not count the same task twice through duplicate links. ## M4 · Bounded automation Bounded automation for ClickUp: Support one rule: when every checklist item is done, set the task to review; store processed event ids. ### Steps 1. Support one rule: when every checklist item is done, set the task to review; store processed event ids. Support one rule: when every checklist item is done, set the task to review; store processed event ids. Files: `features/bounded_automation.py`, `templates/bounded_automation.html` 2. Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. Add rule execution history and disable controls; cap chained transitions so conflicting rules cannot loop. Files: `features/bounded_automation.py` 3. Exercise the acceptance fixture Use Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Check: Replaying the checklist event creates one transition and one run record. Then check: Disabling a rule prevents the next eligible event from changing status. Add a focused regression for the failure case under test/ using a temporary database or folder and fake external services; also perform the visible workflow in a browser. Files: `test/test_bounded_automation.py` ```sh python -m unittest discover -s test ``` ### Done when - [ ] Replaying the checklist event creates one transition and one run record. - [ ] Disabling a rule prevents the next eligible event from changing status. ### Watch out - A workflow rule is not permission to execute arbitrary user code. ## M5 · Portable delivery and clean-start proof Finish the ClickUp replacement with a documented first-run path and a recoverable export. ### Steps 1. Write the user-facing runbook Document prerequisites, every configuration variable, data locations and the three domain workflows: Workspace hierarchy; Docs and goals; Bounded automation. Include the exclusions, actual costs and source check date 2026-09-05. Commands shown earlier that reference project files are files the builder must implement before running them. Files: `README.md`, `.env.example` 2. Create and rehearse a recoverable backup Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. Files: `OPERATIONS.md`, `scripts/backup.py` 3. Reproduce the first-run experience Use a new folder and only README instructions to reach the fixture outcome. Install from requirements.txt, initialize storage, run the tests and exercise the UI at 375px and 1280px; use keyboard-only controls and inspect browser errors. Record exactly what passed; do not mark unrun checks complete. Files: `README.md`, `verification.md` ```sh python -m pip install -r requirements.txt python -m unittest discover -s test ``` ### Done when - [ ] A new folder reaches the documented fixture outcome using only README instructions. - [ ] A backup restored in isolation preserves the proof data and can be opened. ### Watch out - Export without an import or restore rehearsal is not verified portability. ## M6 · Operate and share with access controls (production only) Product-builder only: make a task workspace with linked docs and transparent goal rollups operable for its stated audience before allowing remote access. ### Steps 1. Establish owner access before exposure Add owner/member/viewer authorization as appropriate, password hashes through Werkzeug, expiring server-side sessions, CSRF and login rate limits. Add users, sessions and audit schema migrations plus an owner-init command prompting securely for its password. Enforce ownership on every private read/write/download and fail closed when product setup is incomplete. Existing learner or admin identities must use this same boundary. Files: `ARCHITECTURE.md`, `OPERATIONS.md` 2. Deploy a monitored service Serve app:app with Waitress on loopback behind Caddy HTTPS. Configure trusted proxy headers narrowly, Secure/HttpOnly/SameSite cookies, upload limits, request ids and structured logs without private content. Run background jobs as a separate supervised process when the domain workflow requires them. Files: `Caddyfile`, `OPERATIONS.md` ```sh waitress-serve --listen=127.0.0.1:5000 app:app ``` 3. Rehearse loss and recovery Add a scheduled encrypted off-host backup using this procedure: Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. Monitor health, disk space, failed jobs and backup age. Stop the service to test an alert; rehearse recovery with outbound effects disabled and record recovery time. Rotate any exposed credentials and require reconciliation before resuming queues. Files: `OPERATIONS.md`, `release-checklist.md` ### Done when - [ ] An unauthenticated visitor cannot read private records, download private files or mutate the admin surface. - [ ] A viewer cannot mutate data by making a direct request, and guessed ids cannot cross ownership boundaries. - [ ] Stopping the service triggers the configured alert and the latest off-host backup restores the fixture in isolation. ### Watch out - Product mode is additional engineering, not a switch that makes a local prototype production-ready.
OPERATIONS.md
# Operations · ClickUp ## Backup Use sqlite3.Connection.backup for the database in DATA_DIR and pause writers while taking the matching attachment snapshot. Keep schema version, hashes and a manifest for clickup. ## Restore Restore into a separate empty directory or isolated deployment, with all outbound actions and schedules disabled. Recreate this proof: Two lists, three tasks, one linked brief and a goal referencing tasks from both lists. Compare ids/counts and open the result before recording the restore date. Never test a restore over the only live copy. Do a restore drill before the first real user, and write the date here when it passes. ## Monitoring Check HTTP availability, free disk, backup age and domain failures for Workspace hierarchy, Docs and goals, Bounded automation. Alert without logging private payloads. ## Incident checklist Pause outbound jobs and public intake as appropriate, preserve redacted diagnostics, restore an isolated verified backup, rotate affected credentials and reconcile uncertain effects before reopening. 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 backup when needed. 5. Document the root cause, the remediation and the regression test. ## Release gate - [ ] Moving a task to a second list preserves its notes and id. - [ ] Editing a linked brief changes the view from both linked tasks. - [ ] Replaying the checklist event creates one transition and one run record. - [ ] A private-data authorization check passes using a second identity. - [ ] An off-host restore drill has a date, observed result and recovery time in OPERATIONS.md. - [ ] README names the excluded vendor capabilities and actual provider/hosting costs. ## Launch constraint Do not market omitted ClickUp capabilities as implemented. The non-goals in `PRODUCT.md` remain user-visible limitations until they are deliberately delivered.
.env.example
# Copy to .env and fill in. Never commit .env; this file documents it. # Required. A new private folder this application creates on first run; never serve it as static files. DATA_DIR=./data/clickup # Required · secret. Generate with python -c "import secrets; print(secrets.token_hex(32))" and save only in .env. SECRET_KEY=replace-with-a-random-secret # Required. Use indie for loopback-only personal work. Product mode must refuse to start until owner login and the deployment gates are configured. APP_MODE=indie # Required. The origin used for local forms and links; replace with the chosen HTTPS origin in product mode. SITE_URL=http://127.0.0.1:5000
$ choose a build depth, inspect the files, then open the complete pack in your agent
People still pay for ClickUp because teams pay because project state has to remain authoritative through staff changes, outages, and years of accumulated workflow exceptions. The recurring cost buys auth, permissions, notifications, search, migrations, audit history, integrations, backups, and uptime, not just the visible interface.
xbreadth, integrations, mobile apps, reporting, and a highly configurable workflow engine
xdeep integrations
xenterprise permissions
xlarge-scale reporting
xbattle-tested notifications and mobile apps
share on X ↗"I just replaced ClickUp ($10/mo) with one prompt"
Don't feel like building it? These folks already made it free.
LeantimeTasks, documents, goals, dashboards, and planning in one community stack; automation is comparatively thinopen source↗no votes, no pay-to-list · just what's real
ClickUp pricing
| plan | monthly | annual (per mo) | what you get |
|---|---|---|---|
| free forever | $0/user | $0/user | Unlimited tasks/members, 60 MB storage, 5 spaces, 40 lists/space, 100 automation runs/month, 5 active rules, 3 whiteboards, 1 form, 30-day message history |
| unlimited | $10/user | $7/user | Unlimited storage/spaces/folders/forms, 1,000 automation runs/month and 500 active automation rules |
| business | $19/user | $12/user | 5,000 automation runs/month, unlimited active rules, advanced dashboards/timelines/time tracking and workload |
| enterprise | custom | — | Custom seats/security/support and up to 250,000 automation runs/month |
free tierUnlimited tasks/members; 60 MB storage, 5 spaces, 40 lists per space, 100 automation runs/month, 5 active rules, 3 whiteboards, 1 form and 30-day message history
billingmonthly + annual; 100% money-back guarantee
hidden costsAI is not included in the core plan price: ClickUp Brain AI is $9/user/month and Everything AI is $28/user/month, with any annual discount shown separately. Automation usage has hard monthly caps, and Enterprise is required for the highest cap.
verified 2026-08-14 · source ↗
Vibecode ClickUp
Kinda. The core of ClickUp is buildable in a weekend with the prompt on this page, but there are real gaps: breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine, deep integrations. Read the honest list above before committing.
How much does ClickUp cost?
ClickUp costs about $10/month (Unlimited, checked 2026-07-31), which is $120 per year.
What do I lose by replacing ClickUp?
Honestly: breadth, integrations, mobile apps, reporting, and a highly configurable workflow engine; deep integrations; enterprise permissions; large-scale reporting; battle-tested notifications and mobile apps. If any of those are load-bearing for you, keep paying.
Is there an open-source alternative to ClickUp?
Yes: Leantime (Tasks, documents, goals, dashboards, and planning in one community stack; automation is comparatively thin) The prompt is for when you want it exactly your way.