Data Integrity & Restoration Notes

2 March 2026 jiffytrade Backups & Data Storage

JiffyTrade enforces structural protections to preserve document integrity and relational data.

Understanding how this works helps prevent data corruption.

🔗 Document Relationships Are Protected

The system enforces:

Quotes with associated invoices cannot be permanently deleted
Customers with linked documents cannot be deleted
Paid invoices are automatically locked
Converted documents maintain linkage history

These protections are preserved during backup and restore.

🧾 Snapshot Model Preservation

Each document contains a stored snapshot of:

Customer details
Tax settings
Business details

Restoring from backup preserves:

Original document states
Historical financial accuracy
Audit integrity

Documents do not retroactively change after restoration.

🗃 Database Structure Safety

Master Backup restores:

All JiffyTrade-related tables
Document metadata
Financial state
Relationships between records

It reconstructs the plugin’s operational data layer safely.

⚠ Deletion & Restore Rules Still Apply

After restoration:

Locked documents remain locked
Conversion chains remain intact
Relational protections remain enforced

Backup restoration does not weaken system safeguards.

🧠 Migration Notes

When migrating between environments:

Ensure WordPress table prefixes are compatible
Avoid running external search-replace tools on serialized data
Restore JiffyTrade using the built-in backup tool where possible

Improper database manipulation can damage relational integrity.

🎯 Best Practice

✔ Use Master Backup for full recovery
✔ Use RBAC Export for permission testing
✔ Do not mix manual database edits with plugin-managed restores
✔ Keep backups secure and versioned

Your business records rely on structured integrity.