My guess is some one failed to safeguard the xmas gifts and cleared them accidentally while implementing the vday gifts.
The transaction part is that you have purchased the gifts. Every purchased gift will have a record. They will be able to tell exactly how many gifts you purchased, how many gifts you gave, and how many you would have had remaining.
Hope that explains it
I didn't buy even one vday gift because of the loss, personally.
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Vday gifts aren't even worth it personally. I have bought a few of them though. Hope that doesn't affect whether I get my christmas gifts back