Skip to content

docs: dashboard-agent copy-to-edit, small multiples 5x5 grid, dashboard slug in builder - #11497

Open
keydunov wants to merge 1 commit into
masterfrom
claude/gallant-ramanujan-d6kqdv
Open

docs: dashboard-agent copy-to-edit, small multiples 5x5 grid, dashboard slug in builder#11497
keydunov wants to merge 1 commit into
masterfrom
claude/gallant-ramanujan-d6kqdv

Conversation

@keydunov

@keydunov keydunov commented Aug 7, 2026

Copy link
Copy Markdown
Member

Check List

  • Docs have been added / updated if required
  • Tests have been run in packages where changes have been made if available (docs-only change)
  • Linter has been run for changed code (docs-only change)
  • Tests for the changes have been added if not covered yet (docs-only change)

Description of Changes Made

Routine audit of recent cubejs-enterprise (Cube Cloud) commits against docs-mintlify, filtered against the customer-facing criteria, turned up three small doc gaps:

  1. Dashboard Agent copy-to-edit (docs/explore-analyze/dashboards/dashboard-agent.mdx) — a recent change (feat(dashboards): agent duplicates a view-only dashboard before editing, CUB-3052) means the agent no longer just refuses an edit request on a dashboard you can't edit: if you can create workbooks yourself (Explorer role or above), it duplicates the dashboard into a new workbook you own and applies the edit there, leaving the original untouched. Added a new section documenting this and corrected the "It can't" / "Limitations" bullets, which were now stale.
  2. Small multiples grid size (docs/explore-analyze/charts/configuration/small-multiples.mdx) — the page said the grid maxes out at 5 × 4 (twenty panels); the shipped MAX_GRID_COLUMNS/MAX_GRID_ROWS constants and i18n strings (rows5) confirm it's actually 5 × 5 (twenty-five panels). Corrected both mentions.
  3. Dashboard slug in builder header (docs/explore-analyze/dashboards/index.mdx) — a recent change surfaces the dashboard's slug next to the title in the builder header once set. Added one clarifying sentence.

No large undocumented features were found in this pass (nothing warranting a new dedicated page / Linear ticket).

🤖 Generated with Claude Code

https://claude.ai/code/session_01L7VFJBrzgiGeci6TUYohyx


Generated by Claude Code

…, dashboard slug in builder

- Dashboard Agent now duplicates a view-only dashboard into a new workbook
  before applying an edit request, for users who can create workbooks but
  lack edit access to the specific dashboard (feat(dashboards) CUB-3052).
- Small multiples grid maxes out at 5 x 5 (25 panels), not 5 x 4 as
  previously documented, matching the shipped MAX_GRID_COLUMNS/MAX_GRID_ROWS
  constants.
- Dashboard slug is now also shown next to the title in the builder header.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01L7VFJBrzgiGeci6TUYohyx
@mintlify

mintlify Bot commented Aug 7, 2026

Copy link
Copy Markdown
Contributor

Preview deployment for your docs. Learn more about Mintlify Previews.

Project Status Preview Updated (UTC)
cubed3 🟢 Ready View Preview Aug 7, 2026, 12:22 AM

💡 Tip: Enable Workflows to automatically generate PRs for you.

@claude

claude Bot commented Aug 7, 2026

Copy link
Copy Markdown
Contributor

Claude finished @keydunov's task in 1m 24s —— View job


Docs review: accurate and well-scoped — 0 blocking, 2 low (posted inline), 1 note

Full review
  • Read the PR diff (git diff origin/master...HEAD)
  • Verify link targets and anchors
  • Check prose/grammar and consistency with surrounding docs
  • Post review

Verified

  • [ref-roles]: /admin/users-and-permissions/roles-and-permissions resolves — the file exists at docs-mintlify/admin/users-and-permissions/roles-and-permissions.mdx, and the same root-relative form is already used in 8 other pages (admin/customization/app-theme.mdx:14, admin/users-and-permissions/user-groups.mdx:46, …). Correctly placed with the other link refs at the bottom.
  • Role claim is right. roles-and-permissions.mdx:19 shows "Create and edit workbooks" as ✅ for Admin/Developer/Explorer and ❌ for Viewer, so "the Explorer role or above" matches the actual gate.
  • Both new anchors (#copying-a-dashboard-to-make-an-edit) match the new ## heading slug.
  • No docs.json change needed — no new pages, only a new section on an already-registered page.
  • "It can't" bullet stays consistent. Narrowing it to "Create reports or workbooks from scratch" is the right fix — the copy flow does create a workbook, so the unqualified original would have become false.
  • Section placement (after "Changing filters and time granularity", before "Attachments") follows the page's capability-then-caveat flow, and the tone matches the surrounding prose.

Findings

# Sev File Issue
1 Low dashboard-agent.mdx:170-172 Stray comma from the 3→2 item list rewrite, and the "cannot create reports" constraint was dropped even though it still holds (inline)
2 Low dashboard-agent.mdx:118 (the Viewer role) states a role where the gate is a permission — a custom role can also withhold workbook creation (inline)
3 Note dashboard-agent.mdx:38-41 Not in the diff, so no inline: the intro <Note> still says the agent "intentionally cannot author or change the saved dashboard." The "change the saved dashboard" half is still exactly true, but "cannot author" is now the stale half — it authors, into a copy you own. Since that Note is the page's up-front summary of the two agent surfaces, a reader who stops there gets the pre-CUB-3052 picture. Worth appending something like "If you ask for an edit and can create workbooks, it offers you an editable copy instead — see Copying a dashboard to make an edit." Optional, but it's the one remaining place the old model survives.

Not verifiable from this repo

The 5 × 4 → 5 × 5 correction depends on MAX_GRID_COLUMNS/MAX_GRID_ROWS in cubejs-enterprise, which isn't checked out here — I'm taking the PR description's reading of those constants and the rows5 i18n string at face value. The arithmetic in the sentence is internally consistent (5 × 5 = twenty-five), and the unchanged "a four-value dimension opens as a 2 × 2 grid" example is unaffected by the max.

No security, performance, or test-coverage surface — this is a docs-only change (3 .mdx files, +28/−7). No prior review threads existed on this PR to dedupe against or resolve.

· branch [`claude/gallant-ramanujan-d6kqdv`](https://github.com/cube-js/cube/tree/claude/gallant-ramanujan-d6kqdv)

Comment on lines 170 to +172
- **No authoring on published dashboards.** The published Dashboard Agent
cannot create reports or build dashboards, edit the saved dashboard, or change
the data model. Those live in the [Workbook Agent][ref-workbook-agent].
never edits the saved dashboard, or changes the data model. Those live in the
[Workbook Agent][ref-workbook-agent]. If your edit request needs dashboard

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Two things in this rewrite:

  1. Stray comma. The original was a three-item list (create reports or build dashboards, edit the saved dashboard, or change the data model); with only two items the serial comma reads as a splice.
  2. Dropped claim. "cannot create reports" was removed entirely, but the It can't list above still says the agent can't "Create reports or workbooks from scratch" — that constraint is unchanged by CUB-3052 and the Limitations bullet now reads as if it were lifted.
Suggested change
- **No authoring on published dashboards.** The published Dashboard Agent
cannot create reports or build dashboards, edit the saved dashboard, or change
the data model. Those live in the [Workbook Agent][ref-workbook-agent].
never edits the saved dashboard, or changes the data model. Those live in the
[Workbook Agent][ref-workbook-agent]. If your edit request needs dashboard
- **No authoring on published dashboards.** The published Dashboard Agent never
creates reports, edits the saved dashboard, or changes the data model. Those
live in the [Workbook Agent][ref-workbook-agent]. If your edit request needs

card with an **Open copy in builder** button to take you there. The original
dashboard is never touched, and only you see the copy.

If you don't have permission to create workbooks (the Viewer role), the agent

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

(the Viewer role) is narrower than the actual gate. Workbook creation is a permission — a custom role can withhold "Create and edit workbooks" without being Viewer, and the fallback applies there too. Phrasing it as the permission with Viewer as the example keeps it accurate:

Suggested change
If you don't have permission to create workbooks (the Viewer role), the agent
If you don't have permission to create workbooks (the Viewer role, for example),

(Same nit applies symmetrically to the [Explorer role][ref-roles] or above on line 113, though "or above" already softens it.)

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants