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+# Company Data Reset Scripts
+
+These scripts allow you to completely reset a company's transactional data for testing purposes while preserving lookup tables and the company structure.
+
+## Files
+
+- **`PreviewCompanyDataReset.sql`** - Shows what would be deleted without making changes (safe to run)
+- **`ResetCompanyData.sql`** - Actually deletes the data (use with caution!)
+
+## What Gets Deleted
+
+The scripts remove ALL transactional data for the specified company:
+
+- ✓ Jobs, Job Items, Job Notes, Job Photos
+- ✓ Quotes and Quote Items
+- ✓ Customers
+- ✓ Inventory Items and Inventory Transactions
+- ✓ Equipment and Maintenance Records
+- ✓ Catalog Categories and Catalog Items
+- ✓ Suppliers
+- ✓ Appointments
+- ✓ Pricing Tiers
+- ✓ Company Operating Costs
+- ✓ Company Preferences
+
+## What Gets Preserved
+
+The scripts preserve all lookup tables and structure:
+
+- ✓ The Company record itself
+- ✓ Users associated with the company
+- ✓ Job Status Lookups
+- ✓ Job Priority Lookups
+- ✓ Quote Status Lookups
+- ✓ Inventory Category Lookups
+- ✓ Appointment Status Lookups
+- ✓ Appointment Type Lookups
+
+## Usage
+
+### Step 1: Preview (Recommended)
+
+First, run the preview script to see what will be deleted:
+
+1. Open `PreviewCompanyDataReset.sql` in SQL Server Management Studio (SSMS) or Azure Data Studio
+2. Set the company identifier at the top of the script:
+   ```sql
+   -- Option 1: Use company code
+   DECLARE @CompanyCode NVARCHAR(50) = 'DEMO';
+
+   -- Option 2: OR use company ID (comment out the line above)
+   -- DECLARE @CompanyId INT = 1;
+   ```
+3. Execute the script
+4. Review the output showing:
+   - Count of records to be deleted per table
+   - Total records to be deleted
+   - Sample data from each table
+   - What will be preserved
+
+### Step 2: Reset (Actual Deletion)
+
+After reviewing the preview, run the reset script:
+
+1. Open `ResetCompanyData.sql`
+2. Set the same company identifier:
+   ```sql
+   DECLARE @CompanyCode NVARCHAR(50) = 'DEMO';
+   ```
+3. **IMPORTANT:** Make a database backup if needed
+4. Execute the script
+5. Review the output showing:
+   - Deleted record counts per table
+   - Total deleted records
+   - Preserved data
+
+### Step 3: Re-seed (Optional)
+
+After resetting, you can re-populate the company with fresh demo data:
+
+1. Log in to the application as a SuperAdmin
+2. Navigate to: **Platform Management** > **Seed Data**
+3. Click "Seed Data" for the company you just reset
+4. Review the seeding results and any warnings
+
+## Safety Features
+
+### Transaction Rollback
+Both scripts use transactions. If any error occurs during deletion, ALL changes are rolled back automatically.
+
+### Validation
+- Scripts validate that the company exists before attempting deletion
+- Clear error messages if company is not found
+
+### Detailed Logging
+- Each deletion step is logged with record counts
+- Final summary shows exactly what was deleted
+- Preserved data is clearly listed
+
+## Examples
+
+### Reset the Demo Company
+```sql
+DECLARE @CompanyCode NVARCHAR(50) = 'DEMO';
+```
+
+### Reset a Specific Company by ID
+```sql
+-- DECLARE @CompanyCode NVARCHAR(50) = 'DEMO';  -- Comment this out
+DECLARE @CompanyId INT = 5;
+```
+
+### Reset Multiple Companies
+To reset multiple companies, execute the script once for each company (change the company code/ID between runs).
+
+## Common Scenarios
+
+### Testing Fresh Import
+```
+1. Run ResetCompanyData.sql for company "ABC"
+2. Import CSV data for company ABC
+3. Test the import results
+```
+
+### Testing Seed Data Changes
+```
+1. Modify seed data routines in code
+2. Run ResetCompanyData.sql for "DEMO"
+3. Re-seed via UI to test new seed data
+4. Verify results
+```
+
+### Clean Slate for Demo
+```
+1. Preview what will be deleted
+2. Run ResetCompanyData.sql
+3. Re-seed with fresh demo data
+4. Demo is ready with clean data
+```
+
+## Warnings
+
+⚠️ **IMPORTANT:** These scripts permanently delete data!
+
+- Always run the **preview script first**
+- Make a **database backup** before running reset on production data
+- Cannot be undone (unless you restore from backup)
+- Users are NOT deleted (they will exist but have no data)
+- Company configuration is NOT deleted
+
+## Database Permissions
+
+To run these scripts, you need:
+- `db_datawriter` role (to delete data)
+- `db_datareader` role (to read company info)
+- Execute permissions on the database
+
+## Troubleshooting
+
+### Foreign Key Constraint Error
+If you get a foreign key violation, the script may need updating for new tables. Check the error message for the table name and add it to the script in the correct order.
+
+### Company Not Found
+```
+Company not found! Please check @CompanyId or @CompanyCode
+```
+**Solution:** Verify the company code or ID is correct:
+```sql
+SELECT Id, CompanyCode, CompanyName FROM Companies;
+```
+
+### Transaction Rollback
+If the script fails and rolls back:
+1. Check the error message in the output
+2. Fix the issue (usually a missing table or new FK constraint)
+3. Re-run the script
+
+## Support
+
+For questions or issues with these scripts:
+1. Check the script comments for usage details
+2. Review the CLAUDE.md file for database structure
+3. Contact the development team
+
+---
+
+**Last Updated:** 2026-02-16