Demo reset + dev banner suppression for DEMO company

- DemoController: company-code-gated reset action (DEMO only, CSRF protected)
- SeedDataService.Remove: FK-safe topological pre-sweep, all deletes scoped to companyId
- SeedDataService: clock entries, extra seed data, updated customer/worker/job-status seeders
- CompanySettingsController + Index.cshtml: Reset Demo Data button for DEMO company users
- ReportsController + FinancialReportService: supporting report fixes
- _Layout.cshtml: suppress env banner when current company is DEMO (all auth paths)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

src/PowderCoating.Infrastructure/Services/FinancialReportService.cs

@@ -755,17 +755,20 @@ public class FinancialReportService : IFinancialReportService
         var asOfEnd = asOf.AddDays(1).AddTicks(-1);
         var companyName = await GetCompanyNameAsync(companyId);
 
-        var openBills = await _context.Bills
+        // BalanceDue is a computed property — filter on persisted columns in SQL,
+        // then apply BalanceDue > 0 client-side after materialisation.
+        var openBills = (await _context.Bills
             .Include(b => b.Vendor)
             .Where(b => b.CompanyId == companyId
                      && b.Status != BillStatus.Draft
                      && b.Status != BillStatus.Voided
                      && b.Status != BillStatus.Paid
-                     && b.BillDate <= asOfEnd
+                     && b.BillDate <= asOfEnd)
-                     && b.BalanceDue > 0)
             .OrderBy(b => b.Vendor!.CompanyName)
             .ThenBy(b => b.DueDate)
-            .ToListAsync();
+            .ToListAsync())
+            .Where(b => b.BalanceDue > 0)
+            .ToList();
 
         static string AgingBucket(int d) => d switch
         {

src/PowderCoating.Infrastructure/Services/SeedDataService.ClockEntries.cs

@@ -0,0 +1,138 @@
+using Microsoft.EntityFrameworkCore;
+using PowderCoating.Core.Entities;
+using PowderCoating.Core.Enums;
+
+namespace PowderCoating.Infrastructure.Services;
+
+public partial class SeedDataService
+{
+    /// <summary>
+    /// Seeds 90 days of facility clock-in/clock-out records for the 3 demo employees
+    /// (weekdays only), with realistic variation: full days, half days, late arrivals,
+    /// early dismissals, and random days off throughout the period.
+    /// </summary>
+    /// <remarks>
+    /// <para>
+    /// All times are stored in UTC. The shop operates on EST (UTC-5), so a 7:30 AM
+    /// clock-in becomes 12:30 UTC, and a 5:00 PM clock-out becomes 22:00 UTC.
+    /// </para>
+    /// <para>
+    /// The pattern for each (employee, weekday) is deterministic — derived from a
+    /// fixed hash of the employee index and day offset — so a reseed always produces
+    /// the same schedule.  This prevents reports from looking different on every reset.
+    /// </para>
+    /// <para>
+    /// Day patterns (approximate distribution):
+    /// &bull; Full day (7:30–5:00, ~8.5 h paid) — ~55% of weekdays
+    /// &bull; Late arrival (9:00–10:00 AM in, normal out) — ~15%
+    /// &bull; Early dismissal (normal in, 1:30–3:00 PM out) — ~12%
+    /// &bull; Half day (normal in, 12:00–12:30 PM out, ~4 h) — ~10%
+    /// &bull; Day off (no entry generated) — ~8%
+    /// </para>
+    /// <para>
+    /// Idempotency: returns 0 immediately if any clock entries already exist for
+    /// this company.
+    /// </para>
+    /// </remarks>
+    private async Task<int> SeedEmployeeClockEntriesAsync(Company company)
+    {
+        var existingCount = await _context.Set<EmployeeClockEntry>()
+            .IgnoreQueryFilters()
+            .CountAsync(e => e.CompanyId == company.Id && !e.IsDeleted);
+
+        if (existingCount > 0) return 0;
+
+        var employees = await _userManager.Users
+            .Where(u => SeededWorkerEmails.Contains(u.Email) && u.CompanyId == company.Id)
+            .OrderBy(u => u.Email)
+            .ToListAsync();
+
+        if (employees.Count == 0) return 0;
+
+        var now    = DateTime.UtcNow.Date;
+        var entries = new List<EmployeeClockEntry>();
+
+        // Notes pools for each scenario, giving the time-clock view narrative variety.
+        string[] lateNotes     = ["Dropped kids at school", "Doctor appointment AM", "Car trouble — called ahead", "Traffic on I-40", "Dentist — morning slot"];
+        string[] earlyNotes    = ["Picking up parts from supplier", "Kid pickup from school", "Doctor appointment PM", "Personal errand — approved", "Left early — make-up hours tomorrow"];
+        string[] halfDayNotes  = ["Half day — personal time", "Dentist then half day", "Training seminar AM only", "Family obligation — half day PTO", "Half day approved by manager"];
+        string[] dayOffNotes   = []; // no entry = day off, no note needed
+
+        for (int empIdx = 0; empIdx < employees.Count; empIdx++)
+        {
+            var emp = employees[empIdx];
+
+            for (int daysBack = 90; daysBack >= 1; daysBack--)
+            {
+                var date = now.AddDays(-daysBack);
+
+                // Skip weekends
+                if (date.DayOfWeek == DayOfWeek.Saturday || date.DayOfWeek == DayOfWeek.Sunday)
+                    continue;
+
+                // Deterministic pattern per (employee, day) — no Random state to maintain.
+                int hash = (empIdx * 37 + daysBack * 13) % 100;
+
+                // ~8% day off
+                if (hash < 8) continue;
+
+                // Base clock-in: 7:30 AM EST (12:30 UTC) ± small jitter
+                // Base clock-out: 5:00 PM EST (22:00 UTC) ± small jitter
+                int inMinuteUtc  = 12 * 60 + 30 + (hash % 15);   // 12:30–12:44 UTC
+                int outMinuteUtc = 22 * 60 + (hash % 20);          // 22:00–22:19 UTC
+
+                string? noteText = null;
+
+                if (hash < 8)
+                {
+                    // day off — already handled above
+                }
+                else if (hash < 18)
+                {
+                    // ~10% half day — leave around noon
+                    outMinuteUtc = 16 * 60 + 30 + (hash % 30);    // 16:30–16:59 UTC = 11:30 AM–11:59 AM EST
+                    noteText = halfDayNotes[hash % halfDayNotes.Length];
+                }
+                else if (hash < 33)
+                {
+                    // ~15% late arrival — arrive 9:00–10:30 AM EST (14:00–15:30 UTC)
+                    inMinuteUtc = 14 * 60 + (hash % 90);           // 14:00–15:29 UTC
+                    noteText = lateNotes[hash % lateNotes.Length];
+                }
+                else if (hash < 45)
+                {
+                    // ~12% early dismissal — leave 1:30–3:00 PM EST (18:30–20:00 UTC)
+                    outMinuteUtc = 18 * 60 + 30 + (hash % 90);     // 18:30–19:59 UTC
+                    noteText = earlyNotes[hash % earlyNotes.Length];
+                }
+                // else: ~55% full day — use base in/out as-is
+
+                var clockIn  = date.AddMinutes(inMinuteUtc);
+                var clockOut = date.AddMinutes(outMinuteUtc);
+
+                // Safety: never let clockOut <= clockIn (can happen on very short half-days)
+                if (clockOut <= clockIn) clockOut = clockIn.AddHours(4);
+
+                var hours = Math.Round((decimal)(clockOut - clockIn).TotalHours, 2);
+
+                entries.Add(new EmployeeClockEntry
+                {
+                    UserId       = emp.Id,
+                    ClockInTime  = clockIn,
+                    ClockOutTime = clockOut,
+                    HoursWorked  = hours,
+                    EntryType    = ClockEntryType.Work,
+                    Notes        = noteText,
+                    CompanyId    = company.Id,
+                    CreatedAt    = clockIn,
+                });
+            }
+        }
+
+        if (entries.Count == 0) return 0;
+
+        await _context.Set<EmployeeClockEntry>().AddRangeAsync(entries);
+        await _context.SaveChangesAsync();
+        return entries.Count;
+    }
+}

src/PowderCoating.Infrastructure/Services/SeedDataService.Customers.cs

@@ -6,27 +6,29 @@ namespace PowderCoating.Infrastructure.Services;
 public partial class SeedDataService
 {
     /// <summary>
-    /// Seeds customers at a rate of 15 per calendar month from January of the current year
+    /// Seeds customers at a random rate of 2-16 per calendar month across a date window that makes
-    /// through the current month, mimicking a real shop that acquires customers steadily
+    /// the shop look like an ongoing business regardless of when the reset happens:
-    /// as the year progresses.  Seeding in January produces 15 customers; seeding in June
+    /// <list type="bullet">
-    /// produces 90 (15 &times; 6 months).
+    ///   <item>April through December reset: window starts January 1 of the current year.</item>
+    ///   <item>January through March reset: window starts 6 months before the current month
+    ///   (reaching into the prior year) so the shop does not appear brand-new.</item>
+    /// </list>
     /// </summary>
     /// <remarks>
     /// <para>
     /// The first 27 customers are always the hand-crafted anchor accounts (10 commercial,
     /// 17 individual) inserted in a deterministic, index-stable order.  <see cref="SeedJobsAsync"/>
-    /// maps customer indices 0–9 to specific commercial price profiles, so the commercial
+    /// maps customer indices 0&ndash;9 to specific commercial price profiles, so the commercial
     /// anchors must always occupy the lowest database IDs for this company.
     /// </para>
     /// <para>
-    /// Remaining slots in each month (15 − anchors_that_month) are filled with procedurally
+    /// Anchors are spread evenly across the full window so that commercial accounts appear as
-    /// generated individual customers drawn from NC-area name and city pools, so the
+    /// established relationships. Procedural individual customers fill remaining slots to reach
-    /// New Customers per Month chart shows a consistent 15-bar pattern regardless of
+    /// each month's random target.
-    /// the reseed date.
     /// </para>
     /// <para>
     /// Idempotency: returns 0 immediately if any non-deleted customers already exist for
-    /// this company (they are removed by the reset sweep before a full reseed).
+    /// this company (removed by the reset sweep before a full reseed).
     /// </para>
     /// </remarks>
     /// <param name="company">The tenant company to seed customers for.</param>
@@ -106,23 +108,53 @@ public partial class SeedDataService
             Indiv("Karen",    "White",     "kwhite@email.com",     "(919) 999-0000", "Fuquay-Varina","NC", "27526", "Antique fireplace grate and hardware restoration"),
             Indiv("James",    "Taylor",    "jtaylor@email.com",    "(919) 000-1111", "Garner",       "NC", "27529", "1955 Ford F100 hot rod build"),
             Indiv("Michelle", "Brown",     "mbrown@email.com",     "(919) 131-4141", "Holly Springs","NC", "27540", "Outdoor furniture set, 6 chairs and table"),
-            Indiv("Chris",    "Lee",       "clee@email.com",       "(984) 242-5252", "Raleigh",      "NC", "27610", "Custom BMX frame — Candy Red"),
+            Indiv("Chris",    "Lee",       "clee@email.com",       "(984) 242-5252", "Raleigh",      "NC", "27610", "Custom BMX frame &mdash; Candy Red"),
-            Indiv("Amanda",   "Garcia",    "agarcia@email.com",    "(919) 353-6363", "Clayton",      "NC", "27520", "Motorcycle frame and forks — Flat Black"),
+            Indiv("Amanda",   "Garcia",    "agarcia@email.com",    "(919) 353-6363", "Clayton",      "NC", "27520", "Motorcycle frame and forks &mdash; Flat Black"),
             Indiv("Kevin",    "Martinez",  "kmartinez@email.com",  "(919) 464-7474", "Wendell",      "NC", "27591", "Snowmobile frame and tunnel"),
             Indiv("Nancy",    "Rodriguez", "nrodriguez@email.com", "(919) 575-8585", "Knightdale",   "NC", "27545", "Wrought iron garden trellis and gate"),
             Indiv("Brian",    "Hall",      "bhall@email.com",      "(919) 686-9696", "Zebulon",      "NC", "27597", "Utility trailer frame and hitch assembly"),
-            Indiv("Patricia", "Young",     "pyoung@email.com",     "(919) 797-0707", "Louisburg",    "NC", "27549", "Front porch railings — Gloss Black"),
+            Indiv("Patricia", "Young",     "pyoung@email.com",     "(919) 797-0707", "Louisburg",    "NC", "27549", "Front porch railings &mdash; Gloss Black"),
         };
 
-        // Spread anchors evenly from Jan 1 of this year through the current month so the
+        // ── Date window ───────────────────────────────────────────────────────
-        // New Customers chart shows them distributed rather than all in one bar.
+        // Post-Q1 (Apr–Dec): start from January 1 of the current year so the full
-        int currentMonth = now.Month;
+        // year-to-date story is visible in charts.
+        // Q1 (Jan–Mar): look back 6 months into the prior year so the shop does not
+        // appear to have opened the day of the reset.
+        var windowStart = now.Month <= 3
+            ? new DateTime(now.Year, now.Month, 1, 0, 0, 0, DateTimeKind.Utc).AddMonths(-6)
+            : new DateTime(now.Year, 1, 1, 0, 0, 0, DateTimeKind.Utc);
+
+        int windowMonths = (now.Year - windowStart.Year) * 12
+                         + (now.Month - windowStart.Month) + 1;
+
+        var rng = new Random();
+
+        // Each month gets a random target between 2 and 16 so the customer-growth
+        // graph looks like a real shop instead of a perfectly flat 15/month line.
+        var monthlyTargets = Enumerable.Range(0, windowMonths)
+            .Select(_ => rng.Next(2, 17))
+            .ToArray();
+
+        // Spread anchors evenly across the full window so that commercial accounts
+        // appear as established customers rather than all clustering in one month.
         for (int i = 0; i < anchors.Count; i++)
         {
-            int month = 1 + (i * currentMonth / anchors.Count);
+            int slot     = i * windowMonths / anchors.Count;
-            month = Math.Clamp(month, 1, currentMonth);
+            slot         = Math.Clamp(slot, 0, windowMonths - 1);
-            int day  = 3 + (i % 20);
+            var baseDate = windowStart.AddMonths(slot);
-            anchors[i].CreatedAt = new DateTime(now.Year, month, day, 8, 0, 0, DateTimeKind.Utc);
+            int day      = Math.Min(3 + (i % 20), DateTime.DaysInMonth(baseDate.Year, baseDate.Month));
+            anchors[i].CreatedAt = new DateTime(baseDate.Year, baseDate.Month, day, 8, 0, 0, DateTimeKind.Utc);
+        }
+
+        // Count anchors per month slot to know how many procedural customers each
+        // month still needs to reach that slot's random target.
+        var anchorsPerSlot = new int[windowMonths];
+        foreach (var a in anchors)
+        {
+            int slot = (a.CreatedAt.Year - windowStart.Year) * 12
+                     + (a.CreatedAt.Month - windowStart.Month);
+            anchorsPerSlot[Math.Clamp(slot, 0, windowMonths - 1)]++;
         }
 
         // Insert anchors in deterministic order (commercial first, then individual).
@@ -170,23 +202,16 @@ public partial class SeedDataService
                              "27591", "27520", "27597", "27312", "27546" };
         string[] domains = { "gmail.com", "yahoo.com", "outlook.com", "hotmail.com", "icloud.com", "aol.com" };
 
-        // Count anchors already assigned to each calendar month
+        // Fill each month slot to the target using procedurally generated individual customers.
-        var anchorsPerMonth = new int[currentMonth + 1];
-        foreach (var a in anchors)
-        {
-            if (a.CreatedAt.Month >= 1 && a.CreatedAt.Month <= currentMonth)
-                anchorsPerMonth[a.CreatedAt.Month]++;
-        }
-
-        // Fill each month to exactly 15 customers using procedurally generated individuals.
-        // These go into db after the 27 anchors, so job seeder indices 27+ get 0 jobs (default case).
         int genIdx = 0;
-        for (int month = 1; month <= currentMonth; month++)
+        for (int slot = 0; slot < windowMonths; slot++)
         {
-            int needed  = Math.Max(0, 15 - anchorsPerMonth[month]);
+            int needed     = Math.Max(0, monthlyTargets[slot] - anchorsPerSlot[slot]);
-            var monthStart = new DateTime(now.Year, month, 1, 9, 0, 0, DateTimeKind.Utc);
+            var monthDate  = windowStart.AddMonths(slot);
+            int daysInMo   = DateTime.DaysInMonth(monthDate.Year, monthDate.Month);
+            var monthBase  = new DateTime(monthDate.Year, monthDate.Month, 1, 9, 0, 0, DateTimeKind.Utc);
 
-            for (int slot = 0; slot < needed; slot++, genIdx++)
+            for (int slotI = 0; slotI < needed; slotI++, genIdx++)
             {
                 string fn    = firstNames[genIdx % firstNames.Length];
                 string ln    = lastNames[(genIdx / firstNames.Length) % lastNames.Length];
@@ -194,7 +219,9 @@ public partial class SeedDataService
                 string zip   = zips[genIdx % zips.Length];
                 string email = $"{fn.ToLower()}{ln.ToLower()}{genIdx + 1}@{domains[genIdx % domains.Length]}";
                 string phone = $"({600 + genIdx % 400}) {200 + genIdx % 800:D3}-{genIdx % 9000 + 1000:D4}";
-                int    day   = needed > 1 ? 1 + (slot * 27 / needed) : 14;
+                int    day   = needed > 1
+                    ? Math.Min(1 + (slotI * (daysInMo - 2) / needed), daysInMo - 1)
+                    : 14;
 
                 var gen = new Customer
                 {
@@ -209,7 +236,7 @@ public partial class SeedDataService
                     PaymentTerms     = "Due on receipt",
                     IsActive         = true,
                     CompanyId        = company.Id,
-                    CreatedAt        = monthStart.AddDays(day),
+                    CreatedAt        = monthBase.AddDays(day),
                 };
 
                 try

src/PowderCoating.Infrastructure/Services/SeedDataService.Extra.cs

@@ -0,0 +1,411 @@
+using Microsoft.EntityFrameworkCore;
+using PowderCoating.Core.Entities;
+using PowderCoating.Core.Enums;
+
+namespace PowderCoating.Infrastructure.Services;
+
+public partial class SeedDataService
+{
+    // ═══════════════════════════════════════════════════════════════════════════
+    // Job Notes
+    // ═══════════════════════════════════════════════════════════════════════════
+
+    /// <summary>
+    /// Seeds realistic shop-floor notes on a subset of jobs so that the job
+    /// detail view looks lived-in. Roughly 70% of jobs receive 1&ndash;2 notes;
+    /// the selection and text are deterministic so every reset produces the same set.
+    /// </summary>
+    private async Task<int> SeedJobNotesAsync(Company company)
+    {
+        var existingCount = await _context.Set<JobNote>()
+            .IgnoreQueryFilters()
+            .CountAsync(n => n.CompanyId == company.Id && !n.IsDeleted);
+        if (existingCount > 0) return 0;
+
+        var jobs = await _context.Set<Job>()
+            .IgnoreQueryFilters()
+            .Where(j => j.CompanyId == company.Id && !j.IsDeleted)
+            .OrderBy(j => j.Id)
+            .ToListAsync();
+        if (jobs.Count == 0) return 0;
+
+        string[] internalNotes =
+        [
+            "Customer confirmed pickup Friday PM — call ahead.",
+            "Requires extra masking around mounting holes — 6 total.",
+            "Rush job — prioritize over batch queue.",
+            "Custom color mix: 70% Gloss Black + 30% Charcoal Grey.",
+            "Check for pitting before coating — surface prep critical.",
+            "Customer wants to inspect before final cure.",
+            "Sandblast to bare metal — all previous coating must come off.",
+            "Note: customer bringing additional parts next week, hold space.",
+            "Frame sections must be coated before assembly — check sequence.",
+            "QC check required — previous run had adhesion issue with this powder.",
+            "Customer paid deposit via check #4412.",
+            "Temperature-sensitive substrate — confirm oven profile before load.",
+            "Left voicemail re: delivery date — awaiting callback.",
+            "Batch with Triangle Offroad order if timing works out.",
+            "Hanging rod #3 reserved for this run.",
+        ];
+        string[] externalNotes =
+        [
+            "Customer requested matte finish — confirmed in writing.",
+            "Delivery arranged for Thursday 9am&ndash;12pm.",
+            "Customer approved color sample.",
+            "Special instructions: no masking on inner bore.",
+            "Customer will drop off Wednesday morning.",
+        ];
+
+        var notes = new List<JobNote>();
+        for (int i = 0; i < jobs.Count; i++)
+        {
+            int hash = (i * 31 + 7) % 10;
+            if (hash >= 7) continue; // ~30% of jobs get no notes
+
+            int noteCount = hash < 3 ? 1 : 2;
+            var job = jobs[i];
+
+            for (int n = 0; n < noteCount; n++)
+            {
+                bool isInternal = (i + n) % 4 != 0;
+                var pool = isInternal ? internalNotes : externalNotes;
+
+                notes.Add(new JobNote
+                {
+                    JobId       = job.Id,
+                    Note        = pool[(i * 3 + n * 7) % pool.Length],
+                    IsImportant = n == 0 && i % 5 == 0,
+                    IsInternal  = isInternal,
+                    CompanyId   = company.Id,
+                    CreatedAt   = job.CreatedAt.AddDays(1 + n),
+                });
+            }
+        }
+
+        if (notes.Count == 0) return 0;
+        await _context.Set<JobNote>().AddRangeAsync(notes);
+        await _context.SaveChangesAsync();
+        return notes.Count;
+    }
+
+    // ═══════════════════════════════════════════════════════════════════════════
+    // Customer Notes
+    // ═══════════════════════════════════════════════════════════════════════════
+
+    /// <summary>
+    /// Seeds account-management notes on the 10 commercial anchor customers and a
+    /// handful of individual customers so that customer detail pages look like a
+    /// working CRM rather than a blank slate.
+    /// </summary>
+    private async Task<int> SeedCustomerNotesAsync(Company company)
+    {
+        var existingCount = await _context.Set<CustomerNote>()
+            .IgnoreQueryFilters()
+            .CountAsync(n => n.CompanyId == company.Id && !n.IsDeleted);
+        if (existingCount > 0) return 0;
+
+        // Targeted notes for named commercial anchor accounts
+        var anchorData = new (string email, string note, bool important)[]
+        {
+            ("matt@carolinafab.com",              "Net 30 terms per contract; invoices go to accounting@carolinafab.com.", true),
+            ("matt@carolinafab.com",              "Prefers Gloss Black and Hammertone for structural steel — confirm any color changes.", false),
+            ("ctanner@apexmotorsports.com",       "Racing season turnaround required within 5 business days.", true),
+            ("ctanner@apexmotorsports.com",       "Color approval required before coating — never assume from previous run.", false),
+            ("jpruitt@triangleoffroad.com",       "Skid plates must be coated inside and out — customer checks coverage.", true),
+            ("bsmith@smithwelding.com",            "Monthly standing PO — call Bill to confirm quantities before start.", false),
+            ("kmorales@raleigharchitectural.com", "Architectural work: surface finish is critical, QC photos required.", true),
+            ("kmorales@raleigharchitectural.com", "Preferred color: RAL 9005 Jet Black. Has approved alternate: Gloss Black.", false),
+            ("tgreco@eastcoastpw.com",             "Net 15 — has paid late twice; flag for follow-up at 10 days.", true),
+            ("dshaw@piedmontmetalworks.com",       "Heavy gauge steel — plan for extended sandblast and pre-heat time.", false),
+            ("lpatel@caryindustrial.com",          "Parts arrive disassembled; coordinate reassembly quote if needed.", false),
+            ("rblake@durhamtech.com",              "University purchase order required on every invoice — ask for PO number.", true),
+            ("mcoleman@wakecountyfleet.gov",       "Government contract — tax exempt, Net 60. Do not charge sales tax.", true),
+            ("mcoleman@wakecountyfleet.gov",       "Fleet contact: Michelle Coleman. Secondary: Facilities Dept (919) 555-0100.", false),
+        };
+
+        // Generic notes for individual customers (applied deterministically to first N individuals)
+        string[] genericIndivNotes =
+        [
+            "Repeat customer — prefers same color family as previous job.",
+            "Customer prefers afternoon pickups — call before loading.",
+            "Cash payment preferred; has paid by check in the past.",
+            "Sensitive to turnaround time — communicate delays early.",
+            "Referred by Carolina Fabrication. Treat as preferred.",
+        ];
+
+        var notes = new List<CustomerNote>();
+        var now   = DateTime.UtcNow;
+
+        // Anchor commercial notes
+        foreach (var (email, note, important) in anchorData)
+        {
+            var customer = await _context.Set<Customer>()
+                .IgnoreQueryFilters()
+                .FirstOrDefaultAsync(c => c.Email == email && c.CompanyId == company.Id && !c.IsDeleted);
+            if (customer == null) continue;
+
+            notes.Add(new CustomerNote
+            {
+                CustomerId  = customer.Id,
+                Note        = note,
+                IsImportant = important,
+                CompanyId   = company.Id,
+                CreatedAt   = customer.CreatedAt.AddDays(2),
+            });
+        }
+
+        // Generic notes on the first 8 individual customers (non-commercial)
+        var individuals = await _context.Set<Customer>()
+            .IgnoreQueryFilters()
+            .Where(c => c.CompanyId == company.Id && !c.IsDeleted && !c.IsCommercial)
+            .OrderBy(c => c.Id)
+            .Take(8)
+            .ToListAsync();
+
+        for (int i = 0; i < individuals.Count; i++)
+        {
+            notes.Add(new CustomerNote
+            {
+                CustomerId  = individuals[i].Id,
+                Note        = genericIndivNotes[i % genericIndivNotes.Length],
+                IsImportant = false,
+                CompanyId   = company.Id,
+                CreatedAt   = individuals[i].CreatedAt.AddDays(3),
+            });
+        }
+
+        if (notes.Count == 0) return 0;
+        await _context.Set<CustomerNote>().AddRangeAsync(notes);
+        await _context.SaveChangesAsync();
+        return notes.Count;
+    }
+
+    // ═══════════════════════════════════════════════════════════════════════════
+    // Rework Records
+    // ═══════════════════════════════════════════════════════════════════════════
+
+    /// <summary>
+    /// Seeds 7&ndash;8 rework records on completed jobs representing a realistic ~5%
+    /// rework rate. Mix of internal defects (shop fault) and customer-reported
+    /// warranty claims. About half are resolved; the rest remain open or in-progress.
+    /// </summary>
+    private async Task<int> SeedReworkRecordsAsync(Company company)
+    {
+        var existingCount = await _context.Set<ReworkRecord>()
+            .IgnoreQueryFilters()
+            .CountAsync(r => r.CompanyId == company.Id && !r.IsDeleted);
+        if (existingCount > 0) return 0;
+
+        // Only completed/delivered jobs qualify for rework records
+        var terminalCodes = new[] { "COMPLETED", "DELIVERED", "READY_FOR_PICKUP" };
+        var statusIds = await _context.Set<JobStatusLookup>()
+            .IgnoreQueryFilters()
+            .Where(s => s.CompanyId == company.Id && terminalCodes.Contains(s.StatusCode))
+            .Select(s => s.Id)
+            .ToListAsync();
+
+        var completedJobs = await _context.Set<Job>()
+            .IgnoreQueryFilters()
+            .Where(j => j.CompanyId == company.Id && !j.IsDeleted && statusIds.Contains(j.JobStatusId))
+            .OrderBy(j => j.Id)
+            .ToListAsync();
+
+        if (completedJobs.Count < 5) return 0;
+
+        // Deterministic selection: pick jobs at indices 1, 4, 7, 10, 13, 16, 19
+        var reworkData = new (int jobIdx, ReworkType type, ReworkReason reason,
+            string description, ReworkDiscoveredBy by, ReworkStatus status,
+            ReworkResolution? resolution, decimal estCost, decimal actCost,
+            bool billable, ReworkPricingType? pricing)[]
+        {
+            (1,  ReworkType.InternalDefect,   ReworkReason.AdhesionFailure,     "Coating delaminating on three mounting points — surface prep insufficient.", ReworkDiscoveredBy.Internal, ReworkStatus.Resolved,   ReworkResolution.RecoatedNoCharge,  85m,  95m,  false, ReworkPricingType.ShopFault),
+            (4,  ReworkType.InternalDefect,   ReworkReason.Contamination,        "Fish-eye defects across main panel — contamination during coating.",         ReworkDiscoveredBy.Internal, ReworkStatus.Resolved,   ReworkResolution.RecoatedNoCharge,  60m,  70m,  false, ReworkPricingType.ShopFault),
+            (7,  ReworkType.CustomerWarranty, ReworkReason.ColorMismatch,        "Customer says delivered color does not match approved sample.",              ReworkDiscoveredBy.Customer, ReworkStatus.Resolved,   ReworkResolution.CustomerCredited,  120m, 0m,   false, ReworkPricingType.ShopFault),
+            (10, ReworkType.InternalDefect,   ReworkReason.RunsSags,             "Runs visible on lower edge — caught during QC inspection.",                 ReworkDiscoveredBy.Internal, ReworkStatus.Resolved,   ReworkResolution.RecoatedNoCharge,  45m,  50m,  false, ReworkPricingType.ShopFault),
+            (13, ReworkType.CustomerDamage,   ReworkReason.HandlingDamage,       "Customer damaged finish during installation — requesting touch-up.",         ReworkDiscoveredBy.Customer, ReworkStatus.InProgress, null,                               150m, 0m,   true,  ReworkPricingType.CustomerFull),
+            (16, ReworkType.InternalDefect,   ReworkReason.InsufficientCoverage, "Thin spots on inside radius — insufficient powder in recessed areas.",       ReworkDiscoveredBy.Internal, ReworkStatus.Open,       null,                               70m,  0m,   false, ReworkPricingType.ShopFault),
+            (19, ReworkType.CustomerWarranty, ReworkReason.OvenIssue,            "Early cure failure reported 3 months post-delivery — under investigation.",  ReworkDiscoveredBy.Customer, ReworkStatus.Open,       null,                               200m, 0m,   false, ReworkPricingType.ShopFault),
+        };
+
+        var records = new List<ReworkRecord>();
+        foreach (var (jobIdx, type, reason, desc, by, status, resolution, est, act, billable, pricing) in reworkData)
+        {
+            if (jobIdx >= completedJobs.Count) continue;
+            var job = completedJobs[jobIdx];
+            var discoveredDate = job.CompletedDate ?? job.UpdatedAt ?? job.CreatedAt.AddDays(7);
+
+            records.Add(new ReworkRecord
+            {
+                JobId                 = job.Id,
+                ReworkType            = type,
+                Reason                = reason,
+                DefectDescription     = desc,
+                DiscoveredBy          = by,
+                DiscoveredDate        = discoveredDate.AddDays(1),
+                EstimatedReworkCost   = est,
+                ActualReworkCost      = act,
+                IsBillableToCustomer  = billable,
+                ReworkPricingType     = pricing,
+                Status                = status,
+                Resolution            = resolution,
+                ResolvedDate          = status == ReworkStatus.Resolved ? discoveredDate.AddDays(5) : null,
+                ResolutionNotes       = status == ReworkStatus.Resolved ? "Recoated and re-inspected. Customer notified." : null,
+                CompanyId             = company.Id,
+                CreatedAt             = discoveredDate.AddDays(1),
+            });
+        }
+
+        if (records.Count == 0) return 0;
+        await _context.Set<ReworkRecord>().AddRangeAsync(records);
+        await _context.SaveChangesAsync();
+        return records.Count;
+    }
+
+    // ═══════════════════════════════════════════════════════════════════════════
+    // Deposits
+    // ═══════════════════════════════════════════════════════════════════════════
+
+    /// <summary>
+    /// Seeds ~18 deposits spread across commercial and individual jobs.
+    /// Deposits on jobs that have paid invoices are marked applied; deposits on
+    /// open or pending jobs remain unapplied, giving the Deposits module a realistic mix.
+    /// </summary>
+    private async Task<int> SeedDepositsAsync(Company company)
+    {
+        var existingCount = await _context.Set<Deposit>()
+            .IgnoreQueryFilters()
+            .CountAsync(d => d.CompanyId == company.Id && !d.IsDeleted);
+        if (existingCount > 0) return 0;
+
+        // Grab jobs with their invoices and customer info
+        var jobsWithInvoices = await _context.Set<Job>()
+            .IgnoreQueryFilters()
+            .Where(j => j.CompanyId == company.Id && !j.IsDeleted)
+            .OrderBy(j => j.Id)
+            .ToListAsync();
+
+        var invoicesByJob = await _context.Set<Invoice>()
+            .IgnoreQueryFilters()
+            .Where(i => i.CompanyId == company.Id && !i.IsDeleted && i.JobId.HasValue)
+            .ToDictionaryAsync(i => i.JobId!.Value, i => i);
+
+        // Checking account for deposit account ID
+        var checkingAccount = await _context.Set<Account>()
+            .IgnoreQueryFilters()
+            .FirstOrDefaultAsync(a => a.CompanyId == company.Id && !a.IsDeleted
+                                   && a.AccountNumber == "1000");
+
+        if (jobsWithInvoices.Count == 0) return 0;
+
+        // Deposit amounts and methods for variety
+        decimal[] amounts  = [150m, 200m, 250m, 300m, 400m, 500m, 750m, 100m, 350m];
+        var methods = new[] { PaymentMethod.Cash, PaymentMethod.Check, PaymentMethod.CreditDebitCard,
+                              PaymentMethod.BankTransferACH, PaymentMethod.Check, PaymentMethod.Cash };
+
+        var deposits = new List<Deposit>();
+        int depSeq   = 1;
+
+        // Seed a deposit for every 3rd job (deterministic ~33% coverage)
+        foreach (var (job, idx) in jobsWithInvoices.Select((j, i) => (j, i)))
+        {
+            if (idx % 3 != 0) continue;
+            if (deposits.Count >= 20) break;
+
+            var receivedDate  = job.CreatedAt.AddDays(1);
+            decimal amount    = amounts[idx % amounts.Length];
+            var method        = methods[idx % methods.Length];
+            string yymm       = receivedDate.ToString("yyMM");
+            string receipt    = $"DEP-{yymm}-{depSeq:D4}";
+
+            invoicesByJob.TryGetValue(job.Id, out var invoice);
+            bool isApplied = invoice != null
+                          && invoice.Status is InvoiceStatus.Paid or InvoiceStatus.PartiallyPaid;
+
+            deposits.Add(new Deposit
+            {
+                ReceiptNumber      = receipt,
+                CustomerId         = job.CustomerId,
+                JobId              = job.Id,
+                Amount             = amount,
+                PaymentMethod      = method,
+                ReceivedDate       = receivedDate,
+                Reference          = method == PaymentMethod.Check ? $"CHK #{4000 + idx}" : null,
+                Notes              = isApplied ? "Applied to invoice on creation." : null,
+                DepositAccountId   = checkingAccount?.Id,
+                AppliedToInvoiceId = isApplied ? invoice!.Id : null,
+                AppliedDate        = isApplied ? invoice!.InvoiceDate : null,
+                CompanyId          = company.Id,
+                CreatedAt          = receivedDate,
+            });
+
+            depSeq++;
+        }
+
+        if (deposits.Count == 0) return 0;
+        await _context.Set<Deposit>().AddRangeAsync(deposits);
+        await _context.SaveChangesAsync();
+        return deposits.Count;
+    }
+
+    // ═══════════════════════════════════════════════════════════════════════════
+    // Bank Reconciliations
+    // ═══════════════════════════════════════════════════════════════════════════
+
+    /// <summary>
+    /// Seeds 3 completed monthly bank reconciliations on the primary checking account
+    /// covering the 3 full calendar months immediately before the current month.
+    /// Balances are approximated from the account's opening balance plus a realistic
+    /// monthly cash-flow trajectory, so they look plausible without needing to match
+    /// actual transaction totals (which vary per reset).
+    /// </summary>
+    private async Task<int> SeedBankReconciliationsAsync(Company company)
+    {
+        var existingCount = await _context.Set<BankReconciliation>()
+            .IgnoreQueryFilters()
+            .CountAsync(r => r.CompanyId == company.Id && !r.IsDeleted);
+        if (existingCount > 0) return 0;
+
+        var checkingAccount = await _context.Set<Account>()
+            .IgnoreQueryFilters()
+            .FirstOrDefaultAsync(a => a.CompanyId == company.Id && !a.IsDeleted
+                                   && a.AccountNumber == "1000");
+        if (checkingAccount == null) return 0;
+
+        var now = DateTime.UtcNow;
+        var reconciliations = new List<BankReconciliation>();
+
+        // Build 3 months of completed reconciliations ending the last day of each month.
+        // Balances step up ~$4-6k per month to reflect a moderately profitable shop.
+        decimal[] endingBalances = [62_400m, 67_800m, 73_250m];
+
+        for (int i = 3; i >= 1; i--)
+        {
+            var statementMonth = new DateTime(now.Year, now.Month, 1).AddMonths(-i);
+            var statementDate  = new DateTime(statementMonth.Year, statementMonth.Month,
+                DateTime.DaysInMonth(statementMonth.Year, statementMonth.Month),
+                23, 59, 59, DateTimeKind.Utc);
+
+            int balIdx         = 3 - i; // 0,1,2
+            decimal ending     = endingBalances[balIdx];
+            decimal beginning  = balIdx == 0 ? ending - 5_200m : endingBalances[balIdx - 1];
+
+            reconciliations.Add(new BankReconciliation
+            {
+                AccountId        = checkingAccount.Id,
+                StatementDate    = statementDate,
+                BeginningBalance = beginning,
+                EndingBalance    = ending,
+                Status           = BankReconciliationStatus.Completed,
+                CompletedAt      = statementDate.AddDays(3),
+                CompletedBy      = "demo@powdercoatinglogix.com",
+                Notes            = $"Monthly close — {statementMonth:MMMM yyyy}. All transactions cleared.",
+                CompanyId        = company.Id,
+                CreatedAt        = statementDate.AddDays(3),
+            });
+        }
+
+        await _context.Set<BankReconciliation>().AddRangeAsync(reconciliations);
+        await _context.SaveChangesAsync();
+        return reconciliations.Count;
+    }
+}

src/PowderCoating.Infrastructure/Services/SeedDataService.JobStatusHistory.cs

@@ -6,157 +6,122 @@ namespace PowderCoating.Infrastructure.Services;
 public partial class SeedDataService
 {
     /// <summary>
-    /// Seeds a plausible status-transition history for every job belonging to the company,
+    /// Seeds <see cref="JobStatusHistory"/> transition records for every completed, delivered,
-    /// reconstructing the sequence of transitions a job must have passed through to reach
+    /// or ready-for-pickup job so the Job Cycle Time report can calculate time-per-stage data.
-    /// its current status.
     /// </summary>
     /// <remarks>
     /// <para>
-    /// Idempotency: returns 0 immediately if any non-deleted history rows already exist for
+    /// For each qualifying job the seeder builds a realistic stage sequence:
-    /// this company.
+    /// PENDING &rarr; IN_PREPARATION &rarr; (SANDBLASTING if any item requires it)
+    /// &rarr; (MASKING_TAPING if any item requires it) &rarr; CLEANING &rarr; IN_OVEN
+    /// &rarr; COATING &rarr; CURING &rarr; QUALITY_CHECK &rarr; [terminal status].
     /// </para>
     /// <para>
-    /// The method does not record arbitrary transitions — it follows the canonical 14-step
+    /// 85&thinsp;% of the job's total cycle time (CreatedAt &rarr; CompletedDate) is
-    /// pipeline array (<c>PENDING → QUOTED → APPROVED → … → DELIVERED</c>) and generates
+    /// distributed across work stages using fixed per-stage weights that reflect realistic
-    /// one <see cref="JobStatusHistory"/> row per transition step, from <c>PENDING</c> up to
+    /// relative durations (e.g. SANDBLASTING &gt; CLEANING). The remaining 15&thinsp;%
-    /// and including the job's current status.
+    /// is left as residual "terminal status" time, which surfaces correctly in the report's
+    /// last-entry formula <c>(job.CompletedDate &minus; last.ChangedDate)</c>.
     /// </para>
     /// <para>
-    /// Terminal side-branch statuses are handled explicitly:
+    /// Idempotency: returns 0 immediately if any history records already exist for
-    /// <list type="bullet">
+    /// this company, matching the pattern used by all other partial seeders.
-    ///   <item><c>ON_HOLD</c> — assumed to have reached <c>QUALITY_CHECK</c> before pausing.</item>
-    ///   <item><c>CANCELLED</c> — assumed to have been cancelled from <c>IN_PREPARATION</c>.</item>
-    /// </list>
-    /// </para>
-    /// <para>
-    /// Transition timestamps are spread ~6 hours apart starting from <c>job.CreatedAt</c>.
-    /// This is an approximation chosen for demo realism; actual production transitions record
-    /// the wall-clock time at which a user changes the status.  A safety clamp prevents any
-    /// generated timestamp from exceeding <c>DateTime.UtcNow</c>.
-    /// </para>
-    /// <para>
-    /// All history rows are batched into a single <c>AddRangeAsync / SaveChangesAsync</c>
-    /// call for performance, since the total count can be several hundred rows (50 jobs × up
-    /// to 14 transitions each).
     /// </para>
     /// </remarks>
-    /// <param name="company">The tenant company to seed job status history for.</param>
+    /// <param name="company">The tenant company to seed history for.</param>
-    /// <returns>Total number of history rows inserted, or 0 if already seeded or no jobs exist.</returns>
+    /// <returns>Number of history records inserted, or 0 if already seeded.</returns>
     private async Task<int> SeedJobStatusHistoryAsync(Company company)
     {
         var existingCount = await _context.Set<JobStatusHistory>()
             .IgnoreQueryFilters()
             .CountAsync(h => h.CompanyId == company.Id && !h.IsDeleted);
 
-        if (existingCount > 0)
+        if (existingCount > 0) return 0;
-            return 0;
 
-        // Load all job status lookups into a code → id map
+        // Only completed-terminal jobs have a meaningful CompletedDate to calculate cycle time.
-        var statusMap = await _context.Set<JobStatusLookup>()
+        // CANCELLED is excluded — the report cares only about successfully finished work.
-            .IgnoreQueryFilters()
+        var terminalCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
-            .Where(s => s.CompanyId == company.Id)
-            .ToDictionaryAsync(s => s.StatusCode, s => s.Id);
 
-        // Load jobs with their current status
         var jobs = await _context.Set<Job>()
             .IgnoreQueryFilters()
+            .Include(j => j.JobItems)
             .Include(j => j.JobStatus)
-            .Where(j => j.CompanyId == company.Id && !j.IsDeleted)
+            .Where(j => j.CompanyId == company.Id && !j.IsDeleted && j.CompletedDate.HasValue)
-            .OrderBy(j => j.Id)
             .ToListAsync();
 
-        if (jobs.Count == 0 || statusMap.Count == 0)
+        jobs = jobs.Where(j => terminalCodes.Contains(j.JobStatus.StatusCode)).ToList();
-            return 0;
+        if (jobs.Count == 0) return 0;
 
-        // Ordered pipeline — each status code in the order a job advances through it.
+        var statuses = await _context.Set<JobStatusLookup>()
-        // ON_HOLD and CANCELLED are terminal side-branches handled separately.
+            .IgnoreQueryFilters()
-        var pipeline = new[]
+            .Where(s => s.CompanyId == company.Id)
-        {
+            .ToDictionaryAsync(s => s.StatusCode, s => s);
-            "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION",
-            "SANDBLASTING", "MASKING_TAPING", "CLEANING", "IN_OVEN",
-            "COATING", "CURING", "QUALITY_CHECK",
-            "COMPLETED", "READY_FOR_PICKUP", "DELIVERED"
-        };
 
-        var pipelineIndex = pipeline
+        var records = new List<JobStatusHistory>();
-            .Select((code, idx) => (code, idx))
-            .ToDictionary(t => t.code, t => t.idx);
-
-        var history = new List<JobStatusHistory>();
-        var now     = DateTime.UtcNow;
 
         foreach (var job in jobs)
         {
-            var currentCode = job.JobStatus.StatusCode;
+            var totalSeconds = (job.CompletedDate!.Value - job.CreatedAt).TotalSeconds;
+            if (totalSeconds < 60) continue; // skip malformed dates
 
-            // Determine the sequence of transitions that happened to reach current state.
+            var needsSand = job.JobItems.Any(i => i.RequiresSandblasting);
-            // For ON_HOLD: assume it came from QUALITY_CHECK before going on hold.
+            var needsMask = job.JobItems.Any(i => i.RequiresMasking);
-            // For CANCELLED: assume cancelled from APPROVED or IN_PREPARATION.
-            string[] codesTraversed;
 
-            if (currentCode == "ON_HOLD")
+            // Build ordered stage list; the last element is the terminal "to" status only —
+            // it never appears as a "from" and is not assigned a work weight.
+            var stages = new List<string> { "PENDING", "IN_PREPARATION" };
+            if (needsSand) stages.Add("SANDBLASTING");
+            if (needsMask) stages.Add("MASKING_TAPING");
+            stages.AddRange(new[] { "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK" });
+            stages.Add(job.JobStatus.StatusCode);
+
+            // Time weight for each "from" status — reflects typical relative hours in that stage.
+            static double Weight(string code) => code switch
             {
-                // Traversed up to QUALITY_CHECK then went ON_HOLD
+                "PENDING"        => 2.0,  // intake / scheduling buffer
-                codesTraversed = [.. pipeline.Take(pipelineIndex["QUALITY_CHECK"] + 1), "ON_HOLD"];
+                "IN_PREPARATION" => 1.5,  // disassembly, hang, pre-inspect
-            }
+                "SANDBLASTING"   => 2.0,  // media blast + blow-off
-            else if (currentCode == "CANCELLED")
+                "MASKING_TAPING" => 1.0,  // tape & plug work
+                "CLEANING"       => 0.5,  // chemical wash + dry
+                "IN_OVEN"        => 1.5,  // pre-heat before coating
+                "COATING"        => 1.5,  // powder application
+                "CURING"         => 1.0,  // oven cure cycle
+                "QUALITY_CHECK"  => 0.5,  // inspection & touch-up
+                _                => 0.5,
+            };
+
+            // Work stages are all entries except the terminal "to" at the end.
+            int n            = stages.Count;
+            var workWeights  = stages.Take(n - 1).Select(Weight).ToList();
+            double totalWeight   = workWeights.Sum();
+            // 85% of cycle time covers the work stages; 15% becomes terminal-status residual
+            // so (job.CompletedDate − last.ChangedDate) produces a non-zero, plausible value.
+            double workSeconds   = totalSeconds * 0.85;
+
+            var currentDate = job.CreatedAt;
+            for (int i = 0; i < n - 1; i++)
             {
-                // Cancelled from IN_PREPARATION
+                if (!statuses.TryGetValue(stages[i],     out var fromLookup)) continue;
-                codesTraversed = ["PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "CANCELLED"];
+                if (!statuses.TryGetValue(stages[i + 1], out var toLookup))   continue;
-            }
-            else if (pipelineIndex.TryGetValue(currentCode, out int curIdx))
-            {
-                // Normal pipeline job — traversed from PENDING up to current status
-                codesTraversed = pipeline.Take(curIdx + 1).ToArray();
-            }
-            else
-            {
-                // Unknown status — just record a single PENDING → currentCode entry
-                codesTraversed = ["PENDING", currentCode];
-            }
 
-            // Spread transition dates backwards from job.CreatedAt.
+                currentDate = currentDate.AddSeconds(workSeconds * workWeights[i] / totalWeight);
-            // Each step took roughly 4–8 hours, so transitions are spaced a few hours apart.
-            // Jobs further along in the pipeline have older start dates.
-            var stepCount = codesTraversed.Length - 1; // number of transitions
-            if (stepCount <= 0) continue;
 
-            // Job was created at job.CreatedAt; each transition is spaced ~6h apart
+                records.Add(new JobStatusHistory
-            // so the first transition (PENDING→QUOTED) happened ~6h after creation, etc.
-            for (int t = 0; t < stepCount; t++)
-            {
-                var fromCode = codesTraversed[t];
-                var toCode   = codesTraversed[t + 1];
-
-                if (!statusMap.TryGetValue(fromCode, out int fromId)) continue;
-                if (!statusMap.TryGetValue(toCode,   out int toId))   continue;
-
-                // Spread: first transitions happened closer to job creation,
-                // later ones closer to now. Add a few hours per step.
-                var hoursOffset = (t + 1) * 6;
-                var changedDate = job.CreatedAt.AddHours(hoursOffset);
-
-                // Don't let transitions exceed "now"
-                if (changedDate > now) changedDate = now.AddMinutes(-(stepCount - t) * 10);
-
-                history.Add(new JobStatusHistory
                 {
-                    JobId       = job.Id,
+                    JobId        = job.Id,
-                    FromStatusId = fromId,
+                    FromStatusId = fromLookup.Id,
-                    ToStatusId   = toId,
+                    ToStatusId   = toLookup.Id,
-                    ChangedDate  = changedDate,
+                    ChangedDate  = currentDate,
-                    Notes        = null,
                     CompanyId    = company.Id,
-                    CreatedAt    = changedDate
+                    CreatedAt    = currentDate,
                 });
             }
         }
 
-        if (history.Count == 0) return 0;
+        if (records.Count == 0) return 0;
 
-        await _context.Set<JobStatusHistory>().AddRangeAsync(history);
+        await _context.Set<JobStatusHistory>().AddRangeAsync(records);
         await _context.SaveChangesAsync();
-
+        return records.Count;
-        return history.Count;
     }
 }

src/PowderCoating.Infrastructure/Services/SeedDataService.Remove.cs

@@ -136,6 +136,12 @@ public partial class SeedDataService
 
                 // Tier 1 — pure leaf records (block nothing of their own)
                 await Sweep<JobTimeEntry>();            // FK → Jobs (Cascade by convention — sweep before jobs)
+                await Sweep<EmployeeClockEntry>();      // RESTRICT → ApplicationUser — must go before workers
+                await Sweep<JobNote>();                 // NO_ACTION → Jobs
+                await Sweep<CustomerNote>();            // NO_ACTION → Customers
+                await Sweep<ReworkRecord>();            // NO_ACTION → Jobs
+                await Sweep<Deposit>();                 // NO_ACTION → Customers, Jobs, Invoices, Quotes
+                await Sweep<BankReconciliation>();      // FK → Accounts (accounts stay, but sweep for clean reset)
                 await Sweep<OvenBatchItem>();           // NO_ACTION → Jobs, JobItems, JobItemCoats
                 await Sweep<PowderUsageLog>();          // NO_ACTION → Jobs, JobItems, JobItemCoats
                 await Sweep<InAppNotification>();       // NO_ACTION → Customers, Invoices, Quotes
@@ -653,6 +659,18 @@ public partial class SeedDataService
 
                 if (workerUsers.Any())
                 {
+                    // EmployeeClockEntry has DeleteBehavior.Restrict on UserId — delete
+                    // clock entries first so the user delete succeeds without a FK violation.
+                    var workerUserIds = workerUsers.Select(u => u.Id).ToList();
+                    var clockEntries  = await _context.Set<EmployeeClockEntry>().IgnoreQueryFilters()
+                        .Where(e => workerUserIds.Contains(e.UserId)).ToListAsync();
+                    if (clockEntries.Any())
+                    {
+                        _context.Set<EmployeeClockEntry>().RemoveRange(clockEntries);
+                        await _context.SaveChangesAsync();
+                        details.Add($"✓ Removed {clockEntries.Count} clock entry/entries");
+                    }
+
                     foreach (var wu in workerUsers)
                         await _userManager.DeleteAsync(wu);
                     totalRemoved += workerUsers.Count;

src/PowderCoating.Infrastructure/Services/SeedDataService.Workers.cs

@@ -7,32 +7,26 @@ namespace PowderCoating.Infrastructure.Services;
 public partial class SeedDataService
 {
     /// <summary>
-    /// Canonical emails of the 5 demo shop workers. Used as fingerprints in RemoveSeedDataAsync
+    /// Canonical emails of the 3 demo employees (2 workers + 1 manager). Used as fingerprints
-    /// to avoid needing a special "IsSeeded" flag on ApplicationUser.
+    /// in RemoveSeedDataAsync to avoid needing a special "IsSeeded" flag on ApplicationUser.
     /// </summary>
     internal static readonly string[] SeededWorkerEmails =
     [
         "mike.sanders@pcldemo.com",
         "jake.wilson@pcldemo.com",
         "sarah.brooks@pcldemo.com",
-        "tyler.green@pcldemo.com",
-        "chris.mason@pcldemo.com",
     ];
 
     /// <summary>
-    /// Seeds 5 named shop workers as ApplicationUser records for the demo company:
+    /// Seeds 3 named employees as ApplicationUser records for the demo company:
-    /// Mike Sanders (Coater), Jake Wilson (Sandblaster), Sarah Brooks (Inspector),
+    /// Mike Sanders (Coater, Worker), Jake Wilson (Sandblaster, Worker),
-    /// Tyler Green (General Worker), and Chris Mason (Shop Lead).
+    /// and Sarah Brooks (Shop Manager, Manager role with broader permissions).
     /// </summary>
     /// <remarks>
-    /// Workers are ApplicationUser records with CompanyRole = ShopFloor and the
+    /// Workers are seeded before jobs and time entries so that AssignedUserId on Job
-    /// Employee system role. They are seeded before jobs and time entries so that
+    /// and UserId on JobTimeEntry and EmployeeClockEntry can reference them.
-    /// AssignedUserId on Job and UserId on JobTimeEntry can reference them.
+    /// Uses @pcldemo.com email domain — will never conflict with real accounts.
-    ///
+    /// Idempotency: bails early if any of the 3 emails already exist for this company.
-    /// Uses a consistent email domain (@pcldemo.com) that will never conflict with
-    /// real user accounts, making them safe to identify and remove on Demo Reset.
-    ///
-    /// Idempotency: bails early if any of the 5 worker emails already exist.
     /// </remarks>
     private async Task<int> SeedShopWorkersAsync(Company company)
     {
@@ -40,50 +34,71 @@ public partial class SeedDataService
             .AnyAsync(u => SeededWorkerEmails.Contains(u.Email) && u.CompanyId == company.Id);
         if (anyExists) return 0;
 
-        const string defaultPassword = "Worker123!";
+        const string pwd = "Worker123!Demo";
+        var hireDate = DateTime.UtcNow.AddMonths(-18);
         int created = 0;
 
-        // (email, firstName, lastName, empNum, position, laborRate)
+        // ── 2 shop workers ────────────────────────────────────────────────────────
-        var workers = new (string email, string fn, string ln, string emp, string pos, decimal rate)[]
+        foreach (var (email, fn, ln, emp, pos, rate) in new (string, string, string, string, string, decimal)[]
         {
-            ("mike.sanders@pcldemo.com",  "Mike",  "Sanders", "EMP-001", "Coater",         22.00m),
+            ("mike.sanders@pcldemo.com", "Mike", "Sanders", "EMP-001", "Coater",      22.00m),
-            ("jake.wilson@pcldemo.com",   "Jake",  "Wilson",  "EMP-002", "Sandblaster",    20.00m),
+            ("jake.wilson@pcldemo.com",  "Jake", "Wilson",  "EMP-002", "Sandblaster", 20.00m),
-            ("sarah.brooks@pcldemo.com",  "Sarah", "Brooks",  "EMP-003", "Quality Inspector", 24.00m),
+        })
-            ("tyler.green@pcldemo.com",   "Tyler", "Green",   "EMP-004", "General Worker", 18.00m),
-            ("chris.mason@pcldemo.com",   "Chris", "Mason",   "EMP-005", "Shop Lead",      28.00m),
-        };
-
-        foreach (var (email, fn, ln, emp, pos, rate) in workers)
         {
-            var user = await _userManager.FindByEmailAsync(email);
+            if (await _userManager.FindByEmailAsync(email) != null) continue;
-            if (user != null) continue;
+            var user = new ApplicationUser
-
-            user = new ApplicationUser
             {
-                UserName         = email,
+                UserName         = email, Email            = email,
-                Email            = email,
+                FirstName        = fn,   LastName          = ln,
-                FirstName        = fn,
+                EmployeeNumber   = emp,  Position          = pos,
-                LastName         = ln,
-                EmployeeNumber   = emp,
                 Department       = "Shop Floor",
-                Position         = pos,
                 LaborCostPerHour = rate,
-                EmailConfirmed   = true,
+                EmailConfirmed   = true, IsActive          = true,
-                HireDate         = DateTime.UtcNow.AddMonths(-12),
+                HireDate         = hireDate,
-                IsActive         = true,
                 CompanyId        = company.Id,
                 CompanyRole      = AppConstants.CompanyRoles.Worker,
                 CanManageJobs    = true,
                 CanViewShopFloor = true,
-                CreatedAt        = DateTime.UtcNow.AddMonths(-12)
+                CreatedAt        = hireDate
             };
+            var r = await _userManager.CreateAsync(user, pwd);
+            if (!r.Succeeded)
+                throw new InvalidOperationException(
+                    $"Failed to create {email}: {string.Join("; ", r.Errors.Select(e => e.Description))}");
+            await _userManager.AddToRoleAsync(user, AppConstants.Roles.Employee);
+            created++;
+        }
 
-            var result = await _userManager.CreateAsync(user, defaultPassword);
+        // ── 1 manager ─────────────────────────────────────────────────────────────
-            if (result.Succeeded)
+        const string managerEmail = "sarah.brooks@pcldemo.com";
+        if (await _userManager.FindByEmailAsync(managerEmail) == null)
+        {
+            var mgr = new ApplicationUser
             {
-                await _userManager.AddToRoleAsync(user, AppConstants.Roles.Employee);
+                UserName         = managerEmail, Email            = managerEmail,
-                created++;
+                FirstName        = "Sarah",      LastName          = "Brooks",
-            }
+                EmployeeNumber   = "EMP-003",    Position          = "Shop Manager",
+                Department       = "Management",
+                LaborCostPerHour = 32.00m,
+                EmailConfirmed   = true,         IsActive          = true,
+                HireDate         = hireDate.AddMonths(-6), // hired before the workers
+                CompanyId        = company.Id,
+                CompanyRole      = AppConstants.CompanyRoles.Manager,
+                CanManageJobs    = true,  CanViewShopFloor  = true,
+                CanManageCustomers = true, CanCreateQuotes   = true,
+                CanApproveQuotes = true,  CanManageCalendar = true,
+                CanViewCalendar  = true,  CanManageProducts = true,
+                CanViewProducts  = true,  CanManageEquipment = true,
+                CanManageMaintenance = true, CanManageInventory = true,
+                CanViewReports   = true,
+                CreatedAt        = hireDate.AddMonths(-6)
+            };
+            var r = await _userManager.CreateAsync(mgr, pwd);
+            if (!r.Succeeded)
+                throw new InvalidOperationException(
+                    $"Failed to create {managerEmail}: {string.Join("; ", r.Errors.Select(e => e.Description))}");
+            await _userManager.AddToRoleAsync(mgr, AppConstants.Roles.Employee);
+            created++;
         }
 
         return created;

src/PowderCoating.Infrastructure/Services/SeedDataService.cs

@@ -427,6 +427,7 @@ public partial class SeedDataService : ISeedDataService
         await RunSeeder("Jobs",           details, errors, result, () => SeedJobsAsync(company));
         await RunSeeder("Job history",    details, errors, result, () => SeedJobStatusHistoryAsync(company));
         await RunSeeder("Time entries",   details, errors, result, () => SeedJobTimeEntriesAsync(company));
+        await RunSeeder("Clock entries",  details, errors, result, () => SeedEmployeeClockEntriesAsync(company));
         await RunSeeder("Inv. txns",      details, errors, result, () => SeedInventoryTransactionsAsync(company));
         await RunSeeder("Invoices",       details, errors, result, () => SeedInvoicesAsync(company));
         await RunSeeder("AI predictions", details, errors, result, () => SeedAiPredictionsAsync(company));
@@ -477,7 +478,12 @@ public partial class SeedDataService : ISeedDataService
         }
         catch (Exception ex) { errors.Add($"✗ Account opening balances: {ex.Message}"); _context.ChangeTracker.Clear(); }
 
-        await RunSeeder("Appointments",   details, errors, result, () => SeedAppointmentsAsync(company));
+        await RunSeeder("Appointments",      details, errors, result, () => SeedAppointmentsAsync(company));
+        await RunSeeder("Job notes",         details, errors, result, () => SeedJobNotesAsync(company));
+        await RunSeeder("Customer notes",    details, errors, result, () => SeedCustomerNotesAsync(company));
+        await RunSeeder("Rework records",    details, errors, result, () => SeedReworkRecordsAsync(company));
+        await RunSeeder("Deposits",          details, errors, result, () => SeedDepositsAsync(company));
+        await RunSeeder("Bank recon",        details, errors, result, () => SeedBankReconciliationsAsync(company));
 
         if (company.CompanyCode == "DEMO")
         {

src/PowderCoating.Web/Controllers/CompanySettingsController.cs

@@ -181,6 +181,8 @@ public class CompanySettingsController : Controller
                 ? (DateTime?)company.BookLockedThrough.Value.ToLocalTime()
                 : null;
 
+            ViewBag.IsDemoCompany = company.CompanyCode == "DEMO";
+
             return View(dto);
         }
         catch (FormatException fex)

src/PowderCoating.Web/Controllers/DemoController.cs

@@ -0,0 +1,96 @@
+using Microsoft.AspNetCore.Authorization;
+using Microsoft.AspNetCore.Mvc;
+using PowderCoating.Application.Interfaces;
+using PowderCoating.Core.Interfaces;
+using PowderCoating.Shared.Constants;
+
+namespace PowderCoating.Web.Controllers;
+
+/// <summary>
+/// Allows company admins logged into the DEMO company to reset demo data without
+/// switching to a SuperAdmin account. The CompanyCode guard ensures this action
+/// cannot affect any real tenant even if someone crafts a direct POST.
+/// </summary>
+[Authorize(Policy = AppConstants.Policies.CompanyAdminOnly)]
+public class DemoController : Controller
+{
+    private readonly ISeedDataService _seedDataService;
+    private readonly ITenantContext _tenantContext;
+    private readonly IUnitOfWork _unitOfWork;
+    private readonly ILogger<DemoController> _logger;
+
+    public DemoController(
+        ISeedDataService seedDataService,
+        ITenantContext tenantContext,
+        IUnitOfWork unitOfWork,
+        ILogger<DemoController> logger)
+    {
+        _seedDataService = seedDataService;
+        _tenantContext   = tenantContext;
+        _unitOfWork      = unitOfWork;
+        _logger          = logger;
+    }
+
+    /// <summary>
+    /// Resets the demo company's seed data and redirects back to the dashboard.
+    /// Fails fast if the current company is not the DEMO company.
+    /// </summary>
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public async Task<IActionResult> ResetDemoData()
+    {
+        var companyId = _tenantContext.GetCurrentCompanyId();
+        if (companyId == null)
+        {
+            TempData["ErrorMessage"] = "Unable to determine current company.";
+            return RedirectToAction("Index", "CompanySettings");
+        }
+
+        // Safety gate: only the DEMO company can use this action
+        var company = await _unitOfWork.Companies.GetByIdAsync(companyId.Value);
+        if (company == null || company.CompanyCode != "DEMO")
+        {
+            TempData["ErrorMessage"] = "Demo reset is only available for the DEMO company.";
+            return RedirectToAction("Index", "CompanySettings");
+        }
+
+        try
+        {
+            var removeOptions = new RemoveSeedDataOptions
+            {
+                Customers      = true,
+                InventoryItems = true,
+                Equipment      = true,
+                Catalog        = true,
+                Bills          = true,
+                Expenses       = true,
+                Workers        = false,
+                Vendors        = true,
+                NamedOvens     = true,
+                Appointments   = true,
+                ForceRemoveAll = true,
+            };
+
+            var removeResult = await _seedDataService.RemoveSeedDataAsync(companyId.Value, removeOptions);
+            if (!removeResult.Success)
+            {
+                TempData["ErrorMessage"] = $"Demo reset failed during wipe: {removeResult.Message}";
+                return RedirectToAction("Index", "CompanySettings");
+            }
+
+            var seedResult = await _seedDataService.SeedCompanyDataAsync(companyId.Value);
+
+            TempData["SuccessMessage"] = $"Demo data reset complete &mdash; {seedResult.ItemsSeeded} records refreshed with today&rsquo;s dates.";
+
+            if (seedResult.Warnings.Any())
+                TempData["WarningMessage"] = $"{seedResult.Warnings.Count} item(s) skipped during reseed (check Platform &rsaquo; Seed Data for details).";
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error resetting demo data for company {CompanyId}", companyId);
+            TempData["ErrorMessage"] = $"Demo reset encountered an error: {ex.Message}";
+        }
+
+        return RedirectToAction("Index", "CompanySettings");
+    }
+}

src/PowderCoating.Web/Controllers/ReportsController.cs

@@ -220,12 +220,13 @@ public class ReportsController : Controller
             // Top customers by revenue
             var topCustomers = completedJobs
                 .Where(j => j.Customer != null)
-                .GroupBy(j => new { j.Customer!.Id, j.Customer.CompanyName })
+                .GroupBy(j => j.Customer!.Id)
                 .Select(g => new TopCustomerItem
                 {
-                    Id = g.Key.Id,
+                    Id      = g.Key,
-                    Name = g.Key.CompanyName,
+                    Name    = g.First().Customer!.CompanyName
-                    Revenue = g.Sum(j => j.FinalPrice),
+                              ?? $"{g.First().Customer!.ContactFirstName} {g.First().Customer!.ContactLastName}".Trim(),
+                    Revenue  = g.Sum(j => j.FinalPrice),
                     JobCount = g.Count()
                 })
                 .OrderByDescending(x => x.Revenue)
@@ -447,7 +448,9 @@ public class ReportsController : Controller
                 .SelectMany(i => i.Payments.Where(p => !p.IsDeleted).Select(p => new RecentPaymentItem
                 {
                     InvoiceNumber = i.InvoiceNumber,
-                    CustomerName = i.Customer?.CompanyName ?? i.Customer?.ContactLastName ?? string.Empty,
+                    CustomerName = i.Customer?.CompanyName
+                                  ?? $"{i.Customer?.ContactFirstName} {i.Customer?.ContactLastName}".Trim()
+                                  ?? string.Empty,
                     Amount = p.Amount,
                     PaymentMethod = p.PaymentMethod.ToString(),
                     PaymentDate = p.PaymentDate
@@ -1360,8 +1363,15 @@ public class ReportsController : Controller
             monthlyRevenue.Add(jobsByMonth.TryGetValue(ms, out var mj) ? mj.Sum(j => j.FinalPrice) : 0m);
         }
         var topCustomers = completedJobs.Where(j => j.Customer != null)
-            .GroupBy(j => new { j.Customer!.Id, j.Customer.CompanyName })
+            .GroupBy(j => j.Customer!.Id)
-            .Select(g => new TopCustomerItem { Id = g.Key.Id, Name = g.Key.CompanyName, Revenue = g.Sum(j => j.FinalPrice), JobCount = g.Count() })
+            .Select(g => new TopCustomerItem
+            {
+                Id       = g.Key,
+                Name     = g.First().Customer!.CompanyName
+                           ?? $"{g.First().Customer!.ContactFirstName} {g.First().Customer!.ContactLastName}".Trim(),
+                Revenue  = g.Sum(j => j.FinalPrice),
+                JobCount = g.Count()
+            })
             .OrderByDescending(x => x.Revenue).Take(5).ToList();
         var jobsByStatus = jobs.GroupBy(j => j.JobStatus.DisplayName)
             .OrderBy(g => jobs.First(j => j.JobStatus.DisplayName == g.Key).JobStatus.DisplayOrder)
@@ -1415,8 +1425,15 @@ public class ReportsController : Controller
             .OrderBy(g => completedJobs.First(j => j.JobPriority.DisplayName == g.Key).JobPriority.DisplayOrder)
             .ToDictionary(g => g.Key, g => g.Sum(j => j.FinalPrice));
         var topCustomers = completedJobs.Where(j => j.Customer != null)
-            .GroupBy(j => new { j.Customer!.Id, j.Customer.CompanyName })
+            .GroupBy(j => j.Customer!.Id)
-            .Select(g => new TopCustomerItem { Id = g.Key.Id, Name = g.Key.CompanyName, Revenue = g.Sum(j => j.FinalPrice), JobCount = g.Count() })
+            .Select(g => new TopCustomerItem
+            {
+                Id       = g.Key,
+                Name     = g.First().Customer!.CompanyName
+                           ?? $"{g.First().Customer!.ContactFirstName} {g.First().Customer!.ContactLastName}".Trim(),
+                Revenue  = g.Sum(j => j.FinalPrice),
+                JobCount = g.Count()
+            })
             .OrderByDescending(x => x.Revenue).Take(10).ToList();
         return View(new RevenueTrendsViewModel
         {
@@ -1508,8 +1525,17 @@ public class ReportsController : Controller
         var customersWithMultiple = completedJobs.Where(j => j.Customer != null).GroupBy(j => j.Customer!.Id).Count(g => g.Count() > 1);
         var totalWithJobs = completedJobs.Where(j => j.Customer != null).Select(j => j.Customer!.Id).Distinct().Count();
         var retentionRate = totalWithJobs > 0 ? Math.Round((decimal)customersWithMultiple / totalWithJobs * 100, 1) : 0m;
-        var clv = completedJobs.Where(j => j.Customer != null).GroupBy(j => new { j.Customer!.Id, j.Customer.CompanyName })
+        var clv = completedJobs.Where(j => j.Customer != null).GroupBy(j => j.Customer!.Id)
-            .Select(g => new CustomerLifetimeValueItem { CustomerName = g.Key.CompanyName, TotalRevenue = g.Sum(j => j.FinalPrice), JobCount = g.Count(), AvgOrderValue = g.Average(j => j.FinalPrice), FirstJobDate = g.Min(j => j.CreatedAt), LastJobDate = g.Max(j => j.CompletedDate ?? j.UpdatedAt ?? j.CreatedAt) })
+            .Select(g => new CustomerLifetimeValueItem
+            {
+                CustomerName  = g.First().Customer!.CompanyName
+                                ?? $"{g.First().Customer!.ContactFirstName} {g.First().Customer!.ContactLastName}".Trim(),
+                TotalRevenue  = g.Sum(j => j.FinalPrice),
+                JobCount      = g.Count(),
+                AvgOrderValue = g.Average(j => j.FinalPrice),
+                FirstJobDate  = g.Min(j => j.CreatedAt),
+                LastJobDate   = g.Max(j => j.CompletedDate ?? j.UpdatedAt ?? j.CreatedAt)
+            })
             .OrderByDescending(c => c.TotalRevenue).Take(10).ToList();
         var quotesByStatus = quotes.GroupBy(q => q.QuoteStatus.DisplayName).OrderBy(g => quotes.First(q => q.QuoteStatus.DisplayName == g.Key).QuoteStatus.DisplayOrder).ToDictionary(g => g.Key, g => g.Count());
         var quoteFunnel = new QuoteConversionFunnel { Draft = quotes.Count(q => q.QuoteStatus.StatusCode == "DRAFT"), Sent = quotes.Count(q => q.QuoteStatus.StatusCode == "SENT"), Approved = quotes.Count(q => q.QuoteStatus.StatusCode == "APPROVED"), Converted = quotes.Count(q => q.QuoteStatus.StatusCode == "CONVERTED"), Rejected = quotes.Count(q => q.QuoteStatus.StatusCode == "REJECTED"), Expired = quotes.Count(q => q.QuoteStatus.StatusCode == "EXPIRED") };
@@ -1549,7 +1575,7 @@ public class ReportsController : Controller
 
         var agingBuckets = new List<AgingBucketItem> { new() { Label = "Current (0–30 days)" }, new() { Label = "31–60 days" }, new() { Label = "61–90 days" }, new() { Label = "Over 90 days" } };
         foreach (var inv in outstandingInvoices) { var days = inv.DueDate.HasValue ? (int)(today - inv.DueDate.Value).TotalDays : 0; var balance = inv.BalanceDue; var b = days <= 30 ? 0 : days <= 60 ? 1 : days <= 90 ? 2 : 3; agingBuckets[b].Amount += balance; agingBuckets[b].Count++; }
-        var recentPayments = activeInvoices.SelectMany(i => i.Payments.Where(p => !p.IsDeleted).Select(p => new RecentPaymentItem { InvoiceNumber = i.InvoiceNumber, CustomerName = i.Customer?.CompanyName ?? i.Customer?.ContactLastName ?? string.Empty, Amount = p.Amount, PaymentMethod = p.PaymentMethod.ToString(), PaymentDate = p.PaymentDate })).OrderByDescending(p => p.PaymentDate).Take(10).ToList();
+        var recentPayments = activeInvoices.SelectMany(i => i.Payments.Where(p => !p.IsDeleted).Select(p => new RecentPaymentItem { InvoiceNumber = i.InvoiceNumber, CustomerName = i.Customer?.CompanyName ?? $"{i.Customer?.ContactFirstName} {i.Customer?.ContactLastName}".Trim(), Amount = p.Amount, PaymentMethod = p.PaymentMethod.ToString(), PaymentDate = p.PaymentDate })).OrderByDescending(p => p.PaymentDate).Take(10).ToList();
         var topOutstanding = outstandingInvoices.Where(i => i.Customer != null).GroupBy(i => new { i.CustomerId, Name = i.Customer!.CompanyName ?? $"{i.Customer.ContactFirstName} {i.Customer.ContactLastName}".Trim() }).Select(g => new OutstandingCustomerItem { CustomerName = g.Key.Name, OutstandingBalance = g.Sum(i => i.BalanceDue), OpenInvoiceCount = g.Count() }).OrderByDescending(x => x.OutstandingBalance).Take(5).ToList();
         var paidWithDates = allInvoices.Where(i => i.Status == InvoiceStatus.Paid && i.SentDate.HasValue && i.PaidDate.HasValue).ToList();
         var avgDays = paidWithDates.Any() ? paidWithDates.Average(i => (i.PaidDate!.Value - i.SentDate!.Value).TotalDays) : 0.0;

src/PowderCoating.Web/Views/CompanySettings/Index.cshtml

@@ -2679,6 +2679,34 @@
     </div>
 </div>
 
+@if (ViewBag.IsDemoCompany == true)
+{
+<div class="container-fluid mt-4">
+    <div class="card border-warning">
+        <div class="card-header bg-warning bg-opacity-10 d-flex align-items-center gap-2">
+            <i class="bi bi-arrow-clockwise text-warning fs-5"></i>
+            <strong>Demo Environment</strong>
+        </div>
+        <div class="card-body">
+            <p class="mb-2">
+                This is the <strong>DEMO</strong> company. Use the button below to wipe and re-seed all
+                demo data with fresh dates. Workers and system configuration are preserved.
+            </p>
+            <p class="text-muted small mb-3">
+                Reset takes 10&ndash;30 seconds. You will be redirected here when complete.
+            </p>
+            <form asp-controller="Demo" asp-action="ResetDemoData" method="post"
+                  onsubmit="this.querySelector('button').disabled=true; this.querySelector('button').innerHTML='<span class=\'spinner-border spinner-border-sm me-2\'></span>Resetting&hellip;';">
+                @Html.AntiForgeryToken()
+                <button type="submit" class="btn btn-warning">
+                    <i class="bi bi-arrow-clockwise me-1"></i>Reset Demo Data
+                </button>
+            </form>
+        </div>
+    </div>
+</div>
+}
+
 @section Scripts {
     <script>
         $(document).ready(function () {

src/PowderCoating.Web/Views/Shared/_Layout.cshtml

@@ -22,9 +22,10 @@
     var _bsTheme = (_pclSurface == "ink") ? "dark" : "light";
     var hasProfilePic = User.FindFirst("HasProfilePicture")?.Value == "true";
 
-    var _envName    = _hostEnv.EnvironmentName;          // Development, Staging, Production, etc.
+    var _envName      = _hostEnv.EnvironmentName;          // Development, Staging, Production, etc.
-    var _isNonProd  = !_hostEnv.IsProduction();
+    var _isNonProd    = !_hostEnv.IsProduction();
-    var _envColor   = _envName.ToLower() switch
+    bool _isDemoCompany = false;                           // suppresses env banner for the demo tenant
+    var _envColor     = _envName.ToLower() switch
     {
         "development" => "#b45309",   // amber-700
         "staging"     => "#7c3aed",   // violet-700
@@ -53,8 +54,9 @@
                 var company = await UnitOfWork.Companies.GetByIdAsync(impersonatedId.Value, ignoreQueryFilters: true);
                 if (company != null)
                 {
-                    companyHasLogo = !string.IsNullOrEmpty(company.LogoFilePath) || (company.LogoData?.Length > 0);
+                    companyHasLogo  = !string.IsNullOrEmpty(company.LogoFilePath) || (company.LogoData?.Length > 0);
-                    logoVersion = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                    logoVersion     = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                    _isDemoCompany  = company.CompanyCode == "DEMO";
                 }
             }
         }
@@ -71,10 +73,14 @@
                 if (companyId.HasValue && companyId.Value > 0)
                 {
                     var company = await UnitOfWork.Companies.GetByIdAsync(companyId.Value, ignoreQueryFilters: true);
-                    if (company != null && (!string.IsNullOrEmpty(company.LogoFilePath) || (company.LogoData != null && company.LogoData.Length > 0)))
+                    if (company != null)
                     {
-                        companyHasLogo = true;
+                        _isDemoCompany = company.CompanyCode == "DEMO";
-                        logoVersion = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                        if (!string.IsNullOrEmpty(company.LogoFilePath) || (company.LogoData != null && company.LogoData.Length > 0))
+                        {
+                            companyHasLogo = true;
+                            logoVersion    = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                        }
                     }
                 }
             }
@@ -86,9 +92,10 @@
                     var company = await UnitOfWork.Companies.GetByIdAsync(companyId.Value, ignoreQueryFilters: true);
                     if (company != null)
                     {
-                        companyName = company.CompanyName;
+                        companyName    = company.CompanyName;
                         companyHasLogo = !string.IsNullOrEmpty(company.LogoFilePath) || (company.LogoData != null && company.LogoData.Length > 0);
-                        logoVersion = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                        logoVersion    = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                        _isDemoCompany = company.CompanyCode == "DEMO";
                     }
                     else
                     {
@@ -153,7 +160,7 @@
             --sidebar-hover: rgba(255,255,255,0.07);
             --primary-color: #4f46e5;
             --primary-hover: #4338ca;
-            --env-banner-height: @(_isNonProd ? "32px" : "0px");
+            --env-banner-height: @((_isNonProd && !_isDemoCompany) ? "32px" : "0px");
         }
 
         * {
@@ -942,7 +949,7 @@
 <script>
 (function(){var s='@_serverNavMode',p=localStorage.getItem('pcl-nav-mode')||'ops';document.documentElement.dataset.navMode=s==='fin'?'fin':p;})();
 </script>
-@if (_isNonProd)
+@if (_isNonProd && !_isDemoCompany)
 {
     <div style="position:fixed;top:0;left:0;width:100%;height:var(--env-banner-height);z-index:2000;
                 background:@_envColor;color:#fff;