JiffyTrade includes a protected Trash system to prevent accidental permanent data loss.

This ensures documents can be recovered before they are permanently removed.

📁 Understanding the Trash System

When a document is deleted from File Archive, it may:

• Be moved to Trash
• Or be blocked from deletion (if protected)

You can access trashed documents via:

My Business → File Archive → Trash

🗂️ What Happens When a Document Is Trashed?

When moved to Trash:

• It is removed from the main archive view
• It appears in the Deleted Documents screen
• The original document ID is preserved
• The deletion date is recorded
• It remains recoverable

No data is permanently lost at this stage.

♻ Recovering a Trashed Document

To restore a document:

1. Go to File Archive → Trash
2. Click Recover from Trash

The document will:

• Return to File Archive
• Retain its original status
• Retain all linked relationships
• Remain locked if previously locked

Recovery does not modify financial values.

🚫 Permanent Deletion

Trashed documents may show a:

Permanently Delete button

This action:

• Completely removes the document from the system
• Cannot be undone
• Deletes the audit record permanently

For safety, permanent deletion should typically be restricted via RBAC.

🔒 Deletion Protection Rules

Certain documents are protected from deletion:

Quotes with Associated Invoices

• Cannot be deleted
• Must first delete all linked invoices

This prevents broken document chains.

Paid Invoices

• Strongly recommended not to delete
• Should be cancelled instead
• May be restricted via RBAC

Locked Documents

• May be blocked from permanent deletion
• Subject to your permission configuration

📊 Audit & Reporting Impact

Deleting permanently:

• Removes the document from all reports
• Removes revenue history (if invoice)
• Breaks accounting continuity
• Removes audit trace

For this reason, deletion should be rare.

💡 Best Practice

For safe operations:

✔ Use Cancel instead of Delete when possible
✔ Restrict permanent deletion to Plugin Super Administrators
✔ Recover accidentally deleted documents promptly
✔ Avoid deleting financial records once issued

The Trash system exists as a safety buffer — not a standard workflow.

🔁 Full Document Lifecycle Summary

Draft
↓
Sent
↓
Unpaid / Converted
↓
Paid / Cancelled
↓
Trashed (if deleted)
↓
Permanently Deleted (optional & restricted)