[torimwhaley]

Batch 4 of the cloudy-needs-review burn-down. I checked every change against the lightdash codebase before editing, and each issue has its own commit.

• Closes Document value label position options and that they're set per series #1533: Configure charts. New Value label position subsection. It lists the six Value labels options (Hidden, Top, Bottom, Left, Right, Inside) and says the position is set per series. A grouped series shows Mixed when its series differ. Verified: the option list in SingleSeriesConfiguration.tsx / GroupedSeriesConfiguration.tsx and ValueLabelPositionOptions.
• Closes Document the AI Agent Insights dashboard and its organization-admin restriction #1423: Agent visibility. Insights on the Threads page opens the AI Agents Insights dashboard, and only organization admins can open it. Verified: AiThreadsSettingsPage.tsx, and AiAgentAdminService.generateEmbedToken calls checkOrganizationAdminAccess (manage:Organization).
• Closes Document that joining multiple dbt sources on BigQuery requires datasets in the same location #1445: Multiple dbt sources. On BigQuery, joins across sources only work when their datasets share one location. There's also a short cross-link from the BigQuery Location field. Verified: BigqueryWarehouseClient runs every query with the connection's location.
• Closes Document the required "Data set" field for BigQuery warehouse connections #1494: Connect project. Documents the required BigQuery Data set field. It must match the dataset value in profiles.yml, and picking a data set fills in Location. Verified: BigQueryForm.tsx.
• Closes Correct the CSV/Excel truncation notice: it's a short-lived toast, not a banner #1496: Export limits. The truncation notice is a warning toast ("The results in this export have been limited.") that closes after about 5 seconds, not a banner. Verified: ExportResults/index.tsx → showToastWarning, and useToaster.tsx sets autoClose: 5000 for warnings.
• Closes Document where admins enable user impersonation in Lightdash Cloud #1486: Support access. The Settings → General → User impersonation step is now in the main text for every deployment, not only in the self-hosted note. Verified: useSettingsNavigation.ts (General → User impersonation) and Settings.tsx.
• Closes Clarify that the app_uuid query tag is self-reported by the originating app #1490: Usage analytics. app_uuid is reported by the data app in a request header and the server doesn't verify it, so it's best-effort attribution. Verified: comment on LightdashAppUuidHeader in packages/common/src/utils/api.ts.
• Closes Document the view:Learn custom-role scope for restricting who sees Learn #1493: Custom roles and Learn. New Learn scope entry for view:Learn (Organization Management group), linked from the Learn page. Built-in org roles have it. A custom org role needs it, and a project-level grant doesn't count. Verified: scopes.ts, roleToScopeMapping.ts, learnAccess.test.ts, and LearnLink.tsx.
• Closes Document that the React SDK filters prop replaces saved dashboard filters and re-matches tile targets by field name #1485: React SDK. filters replaces the saved dimension filters, but locked saved filters stay and SDK filters on locked fields are dropped. Each SDK filter is matched to tiles by field name and type, and per-tile targets from the Tiles tab aren't used. Verified: DashboardFiltersSync.tsx (SDK branch) and buildSdkFilterTileTargets / matchFieldByTypeAndName.
• Closes Wrong settings location for custom roles on the Enterprise features page #1503: Self-hosted Enterprise features. Fixes the custom roles location, which is now Settings → Custom roles (under Organization settings). Correction to the issue: the sidebar entry is a sibling of General, not under "General settings" (useSettingsNavigation.ts, route /generalSettings/customRoles).

Left out

• Document which dbt version to pick in the connection settings for dbt Fusion / dbt 2.0 projects #1495 (dbt version for Fusion): its home is the Fusion note in integrations/dbt/upgrading.mdx, and open PR docs: 35 small fixes from the issue backlog triage #1511 rewrites that note. I left it out to avoid conflicting.
• Link forecasting limitations in AI agents to data apps as an alternative #1433 (link forecasting limitation to data apps): neither the docs nor the code back data apps as the forecasting/custom-modelling path. This needs a product call.
• Document whether Lightdash Cloud supports AWS PrivateLink for warehouse connections #1426 and Document what Lightdash Cloud stores and retention periods #1427 (PrivateLink, Cloud storage/retention): these are Cloud hosting facts that aren't in the open-source code, and the issues themselves mark them unverified.
• Document that Google Workspace trusted-app and session-control settings are scoped per organizational unit #1481 (Google Workspace OU scoping): this is Google Admin behavior, and the issue asks for it to be confirmed against Google's docs first.
• Document the Fast mode toggle for AI agent chats #1468 (Fast mode toggle): possibly tied to the ai-agent-fast-decisions rollout still waiting on a product call (Document the AI agents fast-response decision feature and its self-hosted environment variables #1345). Deferred.
• Document whether custom chart types support narrow dashboard tiles on phones #1492 is already referenced by merged PR docs: clarify Autopilot permissions and activity visibility #604.
• Everything referenced by docs: 35 small fixes from the issue backlog triage #1511 is skipped.

Noticed, not changed

• workspace-admin/custom-roles.mdx says Settings → General Settings → Custom Roles. In the app, Custom roles is its own entry under Organization settings. Open PR docs: 35 small fixes from the issue backlog triage #1511 already edits the Info callout on that page.

Checks: npm run validate:docs -- --changed-files PASSED, npm run audit:components -- --baseline PASSED (baseline holds), and mint broken-links --check-anchors (4.2.917) found no broken links. The branch merges cleanly with every open PR (#1511, #1531, #1535, #1536, #1322).

Linked Linear issues AE-1408, AE-1298, AE-1314, AE-1366, AE-1368, AE-1357, AE-1361, AE-1365, AE-1356, and AE-1382 are assigned to Tori. Their status is unchanged.

Commits are unsigned (made on a box that can't use 1Password SSH signing).

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