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Refresh & sharing

Refresh & sharing

Refresh — manual

Two affordances:

  • ↻ per-widget — re-runs that widget’s SQL, persists last_data_json, re-renders.
  • Refresh all on the dashboard header — parallel refresh of every widget. Per-widget errors don’t fail the batch; the failed widget shows last_error inline.

Refresh — programmatic

The bi.refresh_widget MCP tool. Locked contract:

tool:           bi.refresh_widget
required cap:   bi.read
minted scope:   bi:widget:refresh
params:
  widget_id:    uuid
returns:
  data:         { columns, rows, row_count, total, truncated }
  refreshed_at: datetime
  error:        string | null

Use this for:

  • External tooling triggering a refresh before reading last_data_json.
  • Agents that need to pull live widget data.
  • The Workbench’s “rerun against latest” flow.

The tool internally calls db.run_sql — same AuthContext + validator + audit chain. You get the read-only contract for free.

Refresh — scheduled (roadmap)

Auto-refresh on a cron is documented intent — not yet shipped. When implemented, widgets will carry an optional refresh_cron field and an APScheduler / CronJob worker will fire refreshes.

In the interim: open the dashboard manually, or hit bi.refresh_widget from your own scheduler.

Sharing — public dashboards

Click Share on the dashboard header → generates a short-token read-only URL:

https://app.pollen8.ai/bi/share/aBcDeF12

Anyone with the link can view the dashboard. They cannot:

  • See the underlying SQL (only the rendered widgets).
  • Edit, refresh, or delete.
  • See any other dashboard or connection.

The share token is revocable — Revoke share invalidates it immediately; the URL 404s thereafter.

Sharing — internal

For per-user / per-role visibility within the tenant, use the dashboard settings drawer (Permissions tab). Defaults to “anyone with read on at least one of the widget connections.”

Snapshots (roadmap)

Snapshot dashboards — capture data + spec + layout at a point in time so a clinical report email links to a stable view — are roadmap. Not in v0.3.