Feature Request: Soft Delete and Restore for BOE Pro Items
Summary:
Enable BOE Pro to use a soft-delete model for Proposals, Templates, Tasks, PBS items, Resources, and BOEs. Instead of permanently deleting items immediately, the system should hide them from the UI, flag them as deleted, and automatically remove them after a configurable retention period that defaults to 90 days. Users should also be able to view and restore deleted items directly from each grid.
Problem Statement:
Currently, deleting important items in BOE Pro can create unnecessary risk because users may need to recover records that were removed by mistake. Without a consistent restore mechanism across item types, accidental deletions can lead to lost work, disrupted workflows, and time-consuming manual recreation. This is especially problematic for connected records such as Tasks, PBS items, Resources, and BOEs, where restoring data needs to respect existing relationships and avoid conflicts.
Proposed Solution:
Implement a soft-delete process for every supported item type, including Proposals, Templates, Tasks, PBS items, Resources, and BOEs.
When an item is deleted, hide it from the standard UI and apply a deleted flag instead of removing it immediately from the system.
Run a system process that permanently deletes flagged items after a set retention period, with the default set to 90 days.
Add a button or right-click option on every grid that allows users to show deleted items.
Allow users to select any deleted item and restore it, which removes the deleted flag and returns the item to the active UI.
Ensure the restore process preserves the item's relevant relationships and structure whenever possible.
Apply a BOE-specific restore rule: if a new BOE has already been created on the same Task or PBS item, that new BOE must be deleted before the original BOE can be restored.
Benefits:
Reduces the impact of accidental deletions by making recovery possible without requiring a separate recycle bin.
Creates a consistent deleted-item and restore experience across Proposals, Templates, Tasks, PBS items, Resources, and BOEs.
Improves user confidence by allowing deleted records to be reviewed and restored directly from each grid.
Protects data integrity through automatic permanent cleanup after the retention period.
Prevents BOE restoration conflicts by enforcing clear rules when a replacement BOE already exists.