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ProPricer BOE Pro Ideas
Status Planned
Created by Guest
Created on Mar 3, 2026

Confirmation and cascading deletion for BOE-linked calculations and estimates

Feature Request: Confirmation and cascading deletion for BOE-linked calculations and estimates

Summary:
Prompt users when deleting BOE text that is linked to calculations and provide an option to automatically remove the associated calculations and any dependent estimates. This ensures that when BOE content is removed, related downstream records can be cleaned up in a single, guided action.

Problem Statement:
When BOE text is modified or removed, any calculations and estimates previously tied to that text remain active. Users must then navigate to the Calculation tab to manually delete each affected calculation and subsequently to the Estimates view to remove the related resources. This multi-step process is cumbersome, time-consuming, and error-prone, often resulting in orphaned calculations or estimates that no longer reflect the current BOE.

Proposed Solution:
When a user deletes BOE text that has one or more linked calculations, display a confirmation prompt indicating that related calculations and estimates exist.
Provide the user with options such as:

  • Delete only the BOE text (leave calculations and estimates unchanged).

  • Delete the BOE text and all associated calculations.

  • Delete the BOE text, associated calculations, and any estimates tied to those calculations.
    If the user chooses to delete related items, automatically cascade the deletion to the selected calculations and their dependent estimates.
    Include a clear summary in the dialog of what will be removed (e.g., number of calculations and estimates) and require explicit confirmation before proceeding.
    Log or surface any items that cannot be removed (e.g., due to dependencies or permissions) so the user can address them manually.

Benefits:
Reduces manual cleanup by allowing users to remove BOE text, calculations, and estimates in a single, guided action.
Decreases the risk of leaving stale or orphaned calculations and estimates that no longer match the current BOE.
Improves data integrity and consistency across BOE, calculations, and estimates.
Saves time for users working with complex BOEs that undergo frequent revisions.
Enhances user confidence by making the impact of deletions explicit and controlled.

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