Dashboard

Use Dashboard Quick Actions Safely

The dashboard quick-action bar is a permission-aware set of links to five common workflows; selecting one only navigates to that page and never creates, saves or completes a record by itself.

Menu path: Home -> Dashboard -> greeting and quick-action bar
Verified from: Posnic demo and current POS source reviewed on 2026-09-08

Technical source evidence

frontend/modules/dashboard.html greeting bar, destinations and data-module access declarations, frontend/static/script/js/modules/js/dashboard.js local-clock greeting and signed-in user naming, frontend/static/script/js/core/PosnicPro.js ACLApply removal and permission-load fallback, demo.posnic.io quick-action bar observed on 2026-09-08

Live Posnic dashboard showing the greeting and New Sale Sales History Daily Report Items and Add Item quick actions — **Dashboard quick-action bar**New Sale is emphasized as the primary counter action. The other permitted links use a light style; pale appearance does not mean disabled.

Choose the Correct Shortcut

Quick action	Opens	Use it when	Required access
New Sale	Sales -> New Sale	A cashier is ready to begin a normal counter sale.	Sales write
Sales History	Sales list	Staff need to find, review, print or manage an existing bill.	Any Sales read, write or delete permission
Daily Report	Daily Report	An authorized user needs the daily operating summary.	Reports read
Items	Item list	Staff need to search or inspect existing catalog records.	Items read
Add Item	Items -> New Item	An authorized catalog operator needs the full item-creation form.	Items write

Open a Workflow Without Losing Work

Finish or save any form already in progress before returning to Dashboard.
Confirm the greeting bar belongs to the signed-in user, then read the required shortcut name.
Select the shortcut once and wait for the destination heading or form to load.
Complete the destination workflow using its dedicated manual chapter.
Confirm the actual success message, saved record or report result. Navigation alone does not create or complete anything.
Use browser Back cautiously; after a saved transaction, reopen the appropriate list instead of assuming Back reverses the save.

Understand the Greeting

The greeting is calculated in the active device's local clock and uses the signed-in user's stored first name, falling back to username. It is orientation text only and has no effect on report periods, transaction dates or staff attendance.

Device-local hour	Greeting
00:00 through 11:59	Good Morning
12:00 through 16:59	Good Afternoon
17:00 through 20:59	Good Evening
21:00 through 23:59	Good Night

How Permission Filtering Works

Each quick action declares its module and required access. Once Posnic has loaded the signed-in user's ACL, a link whose expression is false is removed from the page.

New Sale and Add Item require write access because they open creation forms.
Sales History accepts Sales read, write or delete access, so a role that manages sales without ordinary read can still reach the list.
Daily Report and Items require read access to their respective modules.
New Sale is blue because it is the primary action. Sales History, Daily Report, Items and Add Item normally use light button styling even when fully permitted and clickable.
If the ACL has not loaded, Posnic temporarily leaves controls visible rather than stripping the dashboard bare. The server still checks authorization when an operation is requested.
Do not grant broader access simply to make all five buttons appear. The bar should match the employee's actual duties.

Quick Action Versus Other Navigation

Situation	Best route	Reason
Start one normal sale	Dashboard -> New Sale	Direct route to the full sale screen.
Create a quick untracked line	Sales -> Quick Sale workflow	Add Item creates a catalog record; it is not the same as Quick Sale.
Find a previous receipt	Dashboard -> Sales History	The list provides bill search and existing-sale actions.
Create a record from another module	Header Add menu	The global menu includes purchase, supplier, customer, branch, user and expense creation.
Navigate entirely by keyboard	Ctrl+K command palette or documented shortcut	Faster when the operator already knows the destination.
Review detailed accounting evidence	Reports module	Daily Report is a summary and does not replace every detailed report.

Troubleshoot Dashboard Quick Actions

Symptom	Likely cause	Action
A light button looks disabled	Light is the normal secondary-action style.	Select it once; judge availability by whether the link is present and responds, not by its color alone.
A shortcut is missing	The loaded role does not satisfy that module's access expression.	Ask an administrator to review the named permission; do not use another person's login.
A link appeared, then disappeared	The dashboard rendered before ACL data finished loading, then permission filtering ran.	Treat the final settled dashboard as authoritative and review the role if the task is required.
A visible link returns unauthorized	Permissions were unavailable or changed after rendering, while the server correctly rejected the request.	Reload after saving work, then have an administrator verify current role and branch access.
Greeting has the wrong time of day	The device clock or time zone is wrong.	Correct the operating-system time. Separately verify Posnic branch time zone before relying on business dates.
Greeting shows username instead of first name	The stored first name is blank or unavailable.	Update the user's approved profile name; this does not rename historical transactions.
New Sale opened but no sale exists	The shortcut only navigated to an empty form.	Add items, complete payment and confirm the saved bill in Sales History.