docs: Excel/Sheets add-in refresh-all, drag-to-Filters, and folder deletion

[vasilev-alex]

Check List

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

Description of Changes Made

A batch of documentation updates to the Excel/Google Sheets add-in pages and the folders page, catching up to recently shipped product behavior:

• The pivot builder's drag-and-drop now also accepts the Filters zone (previously Rows/Columns/Measures only); a member dropped there with no value yet shows greyed until you give it one.
• An unsaved exploration can be deleted straight from the editor's own actions menu, not only from a list view.
• The workbook/spreadsheet home explicitly documents that a sheet isn't limited to one placed exploration.
• Refresh all is now a tracked run with a progress footer (count + Stop button) and per-row states, rather than a single spinner-and-toast action.
• A banner now warns before Refresh overwrites cells that were edited by hand since the last write, with a button to jump to them.
• Workbook-home placement-state labels updated to match the current UI: "Out of date" (previously described as a "Stale" tag) and "Not saved" (previously "Unsaved"); they're no longer shown as colored tags.
• Deleting a non-empty folder now deletes its contents (with a confirmation step) instead of being blocked until it's emptied first.

🤖 Generated with Claude Code

https://claude.ai/code/session_01GuYqSYDJ9NP1xSsSuFyC7c

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[claude]

Claude finished @vasilev-alex's task in 1m 59s —— View job

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Docs review — 1 medium, 4 low. Excel/Sheets parity is clean; one factual slip in folders.mdx.

Full review (5 inline comments)

• Gather context (diff, changed files)
• Check existing review threads (none existed)
• Review docs changes for accuracy, consistency, and conventions
• Post review

What's good

• Excel/Sheets parity is exact. Every one of the seven changes lands in both files with only the workbook/spreadsheet noun swapped. That's the failure mode these two pages are most prone to, and it's clean here.
• The rewritten "Work with explorations" paragraph is a genuine accuracy improvement — "Out of date" / "Not saved" as plain state text rather than "tags" matches how the pane actually renders.
• greyed and **⋮** menu both match existing precedent elsewhere in the docs (charts/chart-types/funnel.mdx, dashboards/index.mdx), so no new inconsistency introduced.
• No <Frame>/component misuse, no new H1s, no legacy "Cube Cloud" naming added, internal links unchanged. /docs-mintlify is the correct (active) site per CLAUDE.md.

Findings

#	Severity	File	Issue
1	Medium	folders.mdx:128	Lists reports as folder content that deletion removes. Contradicts the page's own "What can go in a folder" (Workbooks / Dashboards / Explorations) and sharing.mdx:104. Per the taxonomy in docs-mintlify/CLAUDE.md, a report lives inside a workbook tab, not directly in a folder.
2	Low	folders.mdx:127-135	Emphasis inverted — the irreversible cascade is plain prose while the <Warning> carries a permission precondition that prevents data loss. Also, "Full access to everything inside the folder" implies per-item permissions the page's own table doesn't define.
3	Low	microsoft-excel.mdx:95-98, google-sheets.mdx:87-90	"use the funnel buttons … the same way" — clicking a funnel isn't dragging, so the referent is unclear; the original two-sentence form was clearer. Plus Filters is called a "tab" here but a "pane" nine lines below.
4	Low	microsoft-excel.mdx:155-157, Sheets equivalent	Not saved and Unsaved in adjacent clauses read as a typo rather than two distinct labels. Worth making the contrast explicit if both are really on screen.
5	Low	microsoft-excel.mdx:174-183, Sheets equivalent	Two new UI surfaces (progress footer, overwrite banner) with no {/* TODO: screenshot — ... */} placeholder, which docs-mintlify/CLAUDE.md calls for. "a large workbook takes a while" is also vaguer than it needs to be.

Not applicable

Security, performance, and test-coverage review are moot — this PR is documentation prose only, with no code, config, or navigation (docs.json) changes. No new pages were added, so no sidebar registration is needed. I did not run the Mintlify dev server; the edits are prose-only within existing MDX blocks, so there's no new syntax that could break the build.

I could not verify the underlying product claims (the Filters drop zone, the tracked Refresh all run, the folder cascade-delete behavior) against the actual add-in or workspace UI — those need confirmation from someone with the shipped build.

· [`claude/sheets-add-in-docs-sweep-25362`](https://github.com/cube-js/cube/tree/claude/sheets-add-in-docs-sweep-25362)

[claude]

Claude Code is working…

I'll analyze this and get back to you.

View job run

[claude]

Claude finished @vasilev-alex's task in 1m 20s —— View job

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Docs review (round 2) — all 5 prior findings addressed. 2 low nits remain, both in folders.mdx/wrapping.

Full review (1 inline comment)

• Gather context (diff, changed files)
• Check existing review threads (all 5 prior threads already resolved by the author's follow-up commits)
• Re-review the updated diff
• Post review

Prior findings — status

#	Prior finding	Status
1	folders.mdx listed reports as folder content	✅ Fixed — now "subfolders, workbooks, dashboards, and explorations", matching What can go in a folder and sharing.mdx:104
2	Emphasis inverted — cascade in prose, permission note in <Warning>	✅ Fixed — the irreversible cascade is now the <Warning>; the permission precondition demoted to prose
3	"the same way" ambiguity + "Filters tab" vs "pane"	✅ Fixed — "or click the funnel buttons to add members to Filters", and Filters pane now matches line 104
4	Not saved vs Unsaved read as a typo	✅ Fixed — the contrast is now explicit (under its sheet vs. a top-level heading when there's no sheet/anchor)
5	No screenshot placeholder for the new UI surfaces; vague timing hedge	✅ Fixed — {/* TODO: screenshot — the hand-edit overwrite banner… */} added to both pages, and "takes a while" replaced with "a workbook with many sheets refreshes noticeably slower than a single placement"

Verification

I normalized the workbook/spreadsheet and add-in/add-on nouns and compared the two integration pages section by section: parity is exact across all seven changes, including the new screenshot placeholder. That's the failure mode these two pages are most prone to, and it's clean.

greyed, **⋮** menu, and the {/* TODO: screenshot — ... */} form all match existing precedent. No new H1s, no <Frame>/component misuse, no legacy "Cube Cloud" naming, no docs.json change needed (no new pages).

Remaining nits (both low)

1. folders.mdx:134-135 — inline comment posted. The new prose sentence has a dangling "it" (antecedent now sits inside the <Warning> above), and scoping the block to subfolders may be narrower than the real rule: sharing.mdx:117 says direct permissions override inherited ones for any content type, so a workbook or dashboard with its own permissions would presumably block deletion identically.

2. Stray mid-paragraph line break — microsoft-excel.mdx:158-159 and google-sheets.mdx:150-151: "…resumes exactly where you left off." ends a short line, then "The pane can also hold…" starts a new one, mid-paragraph. Renders identically in MDX; it just breaks the ~76-col wrap the rest of the file keeps. Purely cosmetic — mentioning rather than commenting inline.

Not applicable

Security, performance, and test-coverage review are moot — documentation prose only, no code or config. I did not run the Mintlify dev server; the edits are prose inside existing MDX blocks plus two MDX comments, so there's no new syntax that could break the build.

I still could not verify the underlying product claims (the Filters drop zone, the tracked Refresh all run, the sheet-at-a-time write ordering, the folder cascade-delete and its permission precondition) against a shipped build — those need confirmation from someone with the product in hand.

· [`claude/sheets-add-in-docs-sweep-25362`](https://github.com/cube-js/cube/tree/claude/sheets-add-in-docs-sweep-25362)

[claude]

Re-reviewing after new commits

• Gather context (diff vs origin/master)
• Check prior review threads / resolve stale ones
• Verify each earlier finding against the current diff
• Post review

View job run · claude/sheets-add-in-docs-sweep-25362

[claude]

Claude finished @vasilev-alex's task in 50s —— View job

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Docs review (round 3) — no new findings. All 6 prior threads resolved and verified fixed; ✅ ready from a docs-review standpoint.

Full review

• Gather context (diff vs origin/master, changed files)
• Check existing review threads (all 6 already resolved)
• Re-review the updated diff
• Post review

What changed since round 2

Two follow-up commits landed:

• 6902159 — folders.mdx:134-135 now reads "If anything inside the folder has its own permissions…", fixing the dangling "it" and broadening the rule from subfolders to any content type, matching the direct-permissions-override rule in sharing.mdx:117.
• 96506c5 — the stray mid-paragraph wrap at microsoft-excel.mdx:158 / google-sheets.mdx:150 is gone; the paragraph now wraps consistently with the rest of the file.

Both round-2 nits are resolved. No new prose was introduced by either commit beyond those fixes.

Verification

Check	Result
Excel ↔ Sheets parity	✅ Exact across all seven changes, including the screenshot placeholder — only the workbook/spreadsheet and add-in/add-on nouns differ
folders.mdx internal consistency	✅ "subfolders, workbooks, dashboards, and explorations" matches What can go in a folder (folders.mdx:51-57) and sharing.mdx:104
Callout emphasis	✅ The irreversible cascade is the <Warning>; the permission precondition is plain prose below it
Terminology	✅ Filters is consistently a pane (microsoft-excel.mdx:97 vs :104); greyed and **⋮** menu match existing precedent
Conventions	✅ No new H1s, no <Frame>/component misuse, no legacy "Cube Cloud" naming added, no new pages so no docs.json change needed, /docs-mintlify is the correct active site per CLAUDE.md
Screenshot placeholders	✅ {/* TODO: screenshot — ... */} present on both pages, matching the form used at microsoft-excel.mdx:133

Aside (pre-existing, not this PR)

google-sheets.mdx:106 says "Cube Cloud for Sheets", which is the legacy naming docs-mintlify/CLAUDE.md asks to avoid in new content. It predates this PR and isn't in the diff, so it's out of scope here — flagging only in case someone wants a separate cleanup pass across the integrations pages. Fix this →

Not applicable

Security, performance, and test-coverage review are moot — documentation prose only, no code or config. I did not run the Mintlify dev server; the edits are prose inside existing MDX blocks plus two MDX comments, so there's no new syntax that could break the build. The Mintlify preview deployment reports 🟢 Ready.

I still could not verify the underlying product claims (the Filters drop zone, the tracked Refresh all run, the sheet-at-a-time write ordering, the Not saved / Unsaved label split, the folder cascade-delete and its permission precondition) against a shipped build — those need confirmation from someone with the product in hand.

· [`claude/sheets-add-in-docs-sweep-25362`](https://github.com/cube-js/cube/tree/claude/sheets-add-in-docs-sweep-25362)