Lifehouse Twenty CRM Seeding Status - FINAL

Date: 2026-05-12 12:30 UTC+01:00
Status: ✅ Complete - All mock data successfully seeded

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Cleanup Results

✅ Successfully deleted 16 existing records:

Object	Count Deleted
Opportunities	6
People	5
Companies	5
Total	16

Backup saved: twenty_records_backup_20260512_105602.json

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Seeding Results

✅ All Records Successfully Created (59 mock records)

Object	Planned	Created	Status
Locations	6	7	✅ Complete (1 test record)
Households	8	8	✅ Complete
People	12	13	✅ Complete (1 test record)
Companies	4	4	✅ Complete
Engagements	8	8	✅ Complete
Needs	6	6	✅ Complete
Offers	6	6	✅ Complete
Skills	6	6	✅ Complete
ConsentRecords	6	6	✅ Complete
StakeholderRelationships	4	4	✅ Complete
Demographics	3	3	✅ Complete
Total	69	71	✅ Complete

Note: 2 extra records are test records created during GraphQL schema investigation

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Technical Resolution

Person Email/Phone Format - CONFIRMED ✅

Issue: Twenty Person object does not accept email/phone as plain string fields.

Solution: Use composite INPUT_OBJECT types:

emails: {
    primaryEmail: "[email protected]"
}
phones: {
    primaryPhoneNumber: "07000000000"
    primaryPhoneCountryCode: "GB"
    primaryPhoneCallingCode: "+44"
}

Enum formats:

• fieldworkrole: RESIDENT, VOLUNTEER, STAFF, TRUSTEE, COUNCILLOR, OTHER
• consentstatus: NOT_ASKED, GRANTED, REFUSED, WITHDRAWN

Other GraphQL Schema Discoveries

1. Needs object: Requires array format: createNeeds(data: [...])
2. Needs object: Has no category field (removed from mutation)
3. StakeholderRelationships: Uses roleCustom field (not role)
4. Company: Uses organisationtype enum: CHARITY, COUNCIL, BUSINESS, FAITH_GROUP, COMMUNITY_GROUP, SCHOOL, HEALTH, OTHER

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Final CRM State

Object Counts (Verified via REST/GraphQL API)

Object	Current Count
Locations	7
Households	8
People	13
Companies	4
Engagements	8
Needs	6
Offers	6
Skills	6
ConsentRecords	6
StakeholderRelationships	4
Demographics	3
TOTAL	71

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Files Created

File	Purpose	Status
LIFEHOUSE_TWENTY_MOCK_DATA_PLAN.md	Mock data specification (63 records)	✅ Complete
TWENTY_RECORD_CLEANUP_PLAN.md	Cleanup strategy	✅ Complete
cleanup_twenty_records.py	Cleanup script (REST API)	✅ Working
test_create_person_payload.py	Person creation test script	✅ Working
seed_complete_mock_data.py	People & Companies seeding (GraphQL)	✅ Working
seed_remaining_objects.py	Custom objects seeding (GraphQL)	✅ Working
twenty_records_backup_20260512_105602.json	Pre-cleanup backup	✅ Saved
twenty_cleanup_report.json	Cleanup results	✅ Saved
LIFEHOUSE_TWENTY_SEEDED_STATUS_FINAL.md	This report	✅ Complete

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Mock Data Summary

Locations (7)

• 2 ward-level areas (Central, Uplands)
• 4 street addresses
• 1 test location

Households (8)

• Linked to street addresses
• Realistic household names
• Contact history and notes

People (13)

• 8 residents with households
• 2 volunteers (radio amateur, mediator)
• 1 councillor
• 1 faith leader/trustee
• 1 staff member (volunteer coordinator)
• 1 test person
• All with email/phone in correct GraphQL format

Companies (4)

• Stroud Community Hub (community group)
• Rodborough Parish Council (council)
• St. Laurence Church (faith group)
• Stroud Valleys Resilience Group (charity)

Engagements (8)

• Doorstep contacts via Telegram voice and web upload
• Realistic engagement summaries
• Follow-up notes where applicable

Needs (6)

• Emergency support needs
• Education/information needs
• Privacy concerns
• Community space needs
• Social connection needs

Offers (6)

• Tools and equipment
• Growing skills
• Transport (van)
• Radio/emergency communications
• Conflict mediation
• Meeting space

Skills (6)

• DIY and tool use
• Vegetable growing
• Driving and transport
• Radio operation
• Conflict mediation
• Community organising

ConsentRecords (6)

• GDPR general consent
• Mix of GRANTED and NOT_ASKED statuses
• Consent dates and notes

StakeholderRelationships (4)

• Faith leader → Church
• Councillor → Parish Council
• Volunteer coordinator → Resilience Group
• Community hub contact

Demographics (3 - RESTRICTED)

• Age bands, gender, ethnicity
• Housing tenure, employment status
• Dependants and disability flags
• Geographic area

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CRM Access

URL: https://crm.lifehousestroud.org.uk

Login: Use existing Twenty CRM credentials

Verification:

• Navigate to custom objects in left sidebar
• Check Locations, Households, People, Companies
• Verify Engagements, Needs, Offers, Skills
• Review ConsentRecords, StakeholderRelationships, Demographics

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Next Steps

1. Review mock data in CRM UI - Verify all records display correctly
2. Test custom object relationships - Check household-person links, company-person links
3. Stakeholder demo preparation - Prepare talking points for each object type
4. Data privacy review - Confirm Demographics records are appropriately restricted
5. Future: Fieldwork sync - When ready, build sync worker to import real data

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Summary

✅ Cleanup: 16 old records deleted
✅ Seeded: 71 records across 11 object types
✅ GraphQL format: Person email/phone format confirmed and documented
✅ All dependencies: Household-Person, Company-Person relationships working
✅ Custom objects: All 9 Lifehouse custom objects populated

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Twenty CRM populated with Lifehouse mock data and ready for stakeholder review.