From 672c102eb2eb375b3b2752f1e446147aebd522dc Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 17 Oct 2026 15:12:02 -0700
Subject: [PATCH 01/34] Calc: a LAMBDA that calls itself without end answers
 #NUM! instead of overflowing the stack

The evaluator stopped at MAX_DEPTH (400) nested eval calls. A LAMBDA
call takes one of those levels but several stack frames (eval,
eval_inner, call, builtin, apply_lambda, call_lambda_values), so on the
1 MiB main thread of the Windows build
`=LET(f,LAMBDA(g,x,g(g,x)),f(f,1))` overflowed the stack before it
reached the limit, and the process ended.

eval now also stops once a formula has used 512 KiB of stack below its
first eval. Both limits answer #NUM!, the error Excel documents for too
many recursive calls, and a defined name that holds the recursion passes
that error on instead of answering #NAME?.

Fixes #1662
---
 crates/calc/src/eval.rs  | 37 +++++++++++++++++++++++++++++--------
 crates/calc/src/tests.rs | 32 ++++++++++++++++++++++++++++++++
 2 files changed, 61 insertions(+), 8 deletions(-)

diff --git a/crates/calc/src/eval.rs b/crates/calc/src/eval.rs
index 0f9cfb03d..2bbedd551 100644
--- a/crates/calc/src/eval.rs
+++ b/crates/calc/src/eval.rs
@@ -49,6 +49,18 @@ fn err(e: CellError) -> Ev {
     Ev::V(Value::Error(e))
 }
 
+/// Native stack, in bytes, that one formula's evaluation may use below its first `eval`. Past it,
+/// `eval` answers `#NUM!`. One level of `MAX_DEPTH` can take several stack frames. The Windows main
+/// thread and the web build have 1 MiB of stack.
+const STACK_BUDGET: usize = 512 * 1024;
+
+/// The address of a local variable, which shows how far down the native stack this call is.
+#[inline(always)]
+fn stack_position() -> usize {
+    let marker = 0u8;
+    std::hint::black_box(&marker) as *const u8 as usize
+}
+
 /// What the evaluator needs from its surroundings.
 pub trait Host {
     fn workbook(&self) -> &Workbook;
@@ -84,6 +96,8 @@ pub struct Evaluator<'h> {
     pub at: CellRef,
     env: Vec<(String, Ev)>,
     depth: usize,
+    /// `stack_position()` at the outermost `eval`.
+    stack_top: usize,
 }
 
 struct FnCtx<'a, 'h> {
@@ -121,14 +135,14 @@ impl Ctx for FnCtx<'_, '_> {
                 _ => None,
             })
             .collect();
-        let mut ev = Evaluator { host: &mut *self.ev.host, sheet: area.sheet, at, env, depth: self.ev.depth };
+        let mut ev = Evaluator { host: &mut *self.ev.host, sheet: area.sheet, at, env, depth: self.ev.depth, stack_top: self.ev.stack_top };
         Some(matches!(ev.value(&shifted).scalar().to_bool(), Ok(true)))
     }
 }
 
 impl<'h> Evaluator<'h> {
     pub fn new(host: &'h mut dyn Host, sheet: usize, at: CellRef) -> Self {
-        Evaluator { host, sheet, at, env: Vec::new(), depth: 0 }
+        Evaluator { host, sheet, at, env: Vec::new(), depth: 0, stack_top: 0 }
     }
 
     /// Evaluates to a value (references are dereferenced; multi-cell → array).
@@ -205,10 +219,16 @@ impl<'h> Evaluator<'h> {
     }
 
     pub fn eval(&mut self, e: &Expr) -> Ev {
+        let here = stack_position();
+        if self.depth == 0 {
+            self.stack_top = here;
+        } else if self.stack_top.abs_diff(here) > STACK_BUDGET {
+            return err(CellError::Num);
+        }
         self.depth += 1;
         if self.depth > MAX_DEPTH {
             self.depth -= 1;
-            return err(CellError::Calc);
+            return err(CellError::Num);
         }
         let r = self.eval_inner(e);
         self.depth -= 1;
@@ -492,7 +512,7 @@ impl<'h> Evaluator<'h> {
             }
             _ => {
                 // A long chain such as A1+A2+…+A500 nests to the left: fold it in a loop instead
-                // of one level of recursion per operator (past the depth limit it was #CALC!).
+                // of one level of recursion per operator (past the depth limit it was an error).
                 let mut rest = vec![(op, b)];
                 let mut left = a;
                 while let Expr::Binary(o, l, r) = left
@@ -801,10 +821,11 @@ impl<'h> Evaluator<'h> {
     fn builtin(&mut self, name: &str, args: &[Expr]) -> Ev {
         let Some(spec) = gridcraft_functions::lookup(name) else {
             // A defined name holding a LAMBDA, or a LET-bound lambda.
-            if let Ev::L(l) = self.name(name) {
-                return self.apply_lambda(&l, args);
-            }
-            return err(CellError::Name);
+            return match self.name(name) {
+                Ev::L(l) => self.apply_lambda(&l, args),
+                Ev::V(Value::Error(x)) => err(x),
+                _ => err(CellError::Name),
+            };
         };
         if args.len() < spec.min_args || args.len() > spec.max_args {
             return err(CellError::Value);
diff --git a/crates/calc/src/tests.rs b/crates/calc/src/tests.rs
index 196c57de7..5cbbd5509 100644
--- a/crates/calc/src/tests.rs
+++ b/crates/calc/src/tests.rs
@@ -643,6 +643,38 @@ fn lambda_argument_count() {
     assert_eq!(t.get("A9"), Value::Bool(true));
 }
 
+#[test]
+fn a_lambda_that_calls_itself_without_end_is_num_on_a_small_stack() {
+    // 1 MiB is the main thread's stack on Windows, where commands, recalculation and file open run.
+    let handle = std::thread::Builder::new()
+        .stack_size(1 << 20)
+        .spawn(|| {
+            let mut t = T::new();
+            t.wb.names.push(gridcraft_model::DefinedName {
+                name: "LOOP".into(),
+                scope: None,
+                formula: "LAMBDA(n,LOOP(n))".into(),
+                comment: String::new(),
+                hidden: false,
+            });
+            t.calc.rebuild(&t.wb);
+            let endless = "=LET(f,LAMBDA(g,x,g(g,x)),f(f,1))";
+            t.set("A1", endless);
+            t.set("A2", "=LOOP(1)");
+            t.set("A3", "=LET(F,LAMBDA(me,n,IF(n<=0,0,1+SUM(MAP({1},LAMBDA(v,me(me,n-1)))))),F(F,100000))");
+            t.set("A4", "=LET(F,LAMBDA(me,n,IF(n<=0,0,1+me(me,n-1))),F(F,50))");
+            let evaluated = crate::evaluate(&t.wb, 0, c("B1"), endless);
+            [t.get("A1"), t.get("A2"), t.get("A3"), evaluated, t.get("A4")]
+        })
+        .expect("spawn");
+    let [endless, endless_name, through_map, evaluated, countdown] = handle.join().expect("recursion must not overflow the stack");
+    assert_eq!(endless, Value::Error(CellError::Num));
+    assert_eq!(endless_name, Value::Error(CellError::Num));
+    assert_eq!(through_map, Value::Error(CellError::Num));
+    assert_eq!(evaluated, Value::Error(CellError::Num));
+    assert_eq!(countdown, Value::Number(50.0));
+}
+
 #[test]
 fn names_and_sheets() {
     let mut t = T::new();

From 09973e7831ecdb03f8ee71ef9a3841cd26c6547f Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 17 Oct 2026 15:12:19 -0700
Subject: [PATCH 02/34] Contributors: add dotCooCoo (Robert Lee)

---
 contributors/people.toml | 4 ++++
 1 file changed, 4 insertions(+)

diff --git a/contributors/people.toml b/contributors/people.toml
index d522b84e0..96bead93e 100644
--- a/contributors/people.toml
+++ b/contributors/people.toml
@@ -65,3 +65,7 @@ sync_github_name = true
 [people.Silvertree2010]
 display_name = "Netter"
 sync_github_name = false
+
+[people.dotCooCoo]
+real_name = "Robert Lee"
+sync_github_name = true

From d0fdf948db4ad425b3fe19ec8ad8ee035d792059 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sun, 18 Oct 2026 13:09:44 -0700
Subject: [PATCH 03/34] Calc: a recursive LAMBDA stops at a fixed count of 140
 calls

A LAMBDA recursion answered #NUM! once the formula had used 512 KiB of
native stack, so the depth it reached depended on frame sizes. On a
Windows release build the deepest countdown was F(F,94), where 0.7.0
reached F(F,131).

The evaluator now counts the LAMBDA calls a formula has in progress, in
call_lambda_values, which direct calls, defined names, MAP, REDUCE,
SCAN, BYROW, BYCOL and MAKEARRAY all go through. The 141st call answers
#NUM!. The countdown F(F,131), the deepest that the 400-level MAX_DEPTH
allows, has 132 calls in progress and still runs.

The stack check stays as a guard. Its budget rises to 896 KiB, which
leaves 128 KiB of a 1 MiB thread for the frames above the formula.

a_recursive_lambda_stops_at_the_same_call_on_any_stack_size runs
recursions on each side of the limit on a 1 MiB and a 64 MiB thread and
expects the same results. The 1 MiB test now runs the countdown
F(F,131).
---
 crates/calc/src/eval.rs  | 31 ++++++++++++++++++++++++++-----
 crates/calc/src/tests.rs | 32 ++++++++++++++++++++++++++++++--
 2 files changed, 56 insertions(+), 7 deletions(-)

diff --git a/crates/calc/src/eval.rs b/crates/calc/src/eval.rs
index 2bbedd551..bc60c5b7a 100644
--- a/crates/calc/src/eval.rs
+++ b/crates/calc/src/eval.rs
@@ -49,10 +49,16 @@ fn err(e: CellError) -> Ev {
     Ev::V(Value::Error(e))
 }
 
+/// LAMBDA calls that one formula may have in progress at once, counted the same way on every build.
+/// The next call answers `#NUM!`. A countdown from 131, the deepest that `MAX_DEPTH` allows, has 132
+/// calls in progress, so it still runs.
+const MAX_LAMBDA_CALLS: usize = 140;
+
 /// Native stack, in bytes, that one formula's evaluation may use below its first `eval`. Past it,
-/// `eval` answers `#NUM!`. One level of `MAX_DEPTH` can take several stack frames. The Windows main
-/// thread and the web build have 1 MiB of stack.
-const STACK_BUDGET: usize = 512 * 1024;
+/// `eval` answers `#NUM!`. It guards the stack and leaves 128 KiB of a 1 MiB thread for the frames
+/// above the formula. A cell that another cell's formula computes on demand gets its own `Evaluator`,
+/// which starts its own budget.
+const STACK_BUDGET: usize = 896 * 1024;
 
 /// The address of a local variable, which shows how far down the native stack this call is.
 #[inline(always)]
@@ -96,6 +102,8 @@ pub struct Evaluator<'h> {
     pub at: CellRef,
     env: Vec<(String, Ev)>,
     depth: usize,
+    /// LAMBDA calls in progress.
+    calls: usize,
     /// `stack_position()` at the outermost `eval`.
     stack_top: usize,
 }
@@ -135,14 +143,22 @@ impl Ctx for FnCtx<'_, '_> {
                 _ => None,
             })
             .collect();
-        let mut ev = Evaluator { host: &mut *self.ev.host, sheet: area.sheet, at, env, depth: self.ev.depth, stack_top: self.ev.stack_top };
+        let mut ev = Evaluator {
+            host: &mut *self.ev.host,
+            sheet: area.sheet,
+            at,
+            env,
+            depth: self.ev.depth,
+            calls: self.ev.calls,
+            stack_top: self.ev.stack_top,
+        };
         Some(matches!(ev.value(&shifted).scalar().to_bool(), Ok(true)))
     }
 }
 
 impl<'h> Evaluator<'h> {
     pub fn new(host: &'h mut dyn Host, sheet: usize, at: CellRef) -> Self {
-        Evaluator { host, sheet, at, env: Vec::new(), depth: 0, stack_top: 0 }
+        Evaluator { host, sheet, at, env: Vec::new(), depth: 0, calls: 0, stack_top: 0 }
     }
 
     /// Evaluates to a value (references are dereferenced; multi-cell → array).
@@ -963,10 +979,15 @@ impl<'h> Evaluator<'h> {
     }
 
     fn call_lambda_values(&mut self, l: &Lambda, bound: Vec<(String, Ev)>) -> Ev {
+        if self.calls >= MAX_LAMBDA_CALLS {
+            return err(CellError::Num);
+        }
+        self.calls += 1;
         let saved = std::mem::replace(&mut self.env, l.env.clone());
         self.env.extend(bound);
         let r = self.eval(&l.body);
         self.env = saved;
+        self.calls -= 1;
         r
     }
 
diff --git a/crates/calc/src/tests.rs b/crates/calc/src/tests.rs
index 99ef117ce..d56bf0c13 100644
--- a/crates/calc/src/tests.rs
+++ b/crates/calc/src/tests.rs
@@ -662,7 +662,7 @@ fn a_lambda_that_calls_itself_without_end_is_num_on_a_small_stack() {
             t.set("A1", endless);
             t.set("A2", "=LOOP(1)");
             t.set("A3", "=LET(F,LAMBDA(me,n,IF(n<=0,0,1+SUM(MAP({1},LAMBDA(v,me(me,n-1)))))),F(F,100000))");
-            t.set("A4", "=LET(F,LAMBDA(me,n,IF(n<=0,0,1+me(me,n-1))),F(F,50))");
+            t.set("A4", "=LET(F,LAMBDA(me,n,IF(n<=0,0,1+me(me,n-1))),F(F,131))");
             let evaluated = crate::evaluate(&t.wb, 0, c("B1"), endless);
             [t.get("A1"), t.get("A2"), t.get("A3"), evaluated, t.get("A4")]
         })
@@ -672,7 +672,35 @@ fn a_lambda_that_calls_itself_without_end_is_num_on_a_small_stack() {
     assert_eq!(endless_name, Value::Error(CellError::Num));
     assert_eq!(through_map, Value::Error(CellError::Num));
     assert_eq!(evaluated, Value::Error(CellError::Num));
-    assert_eq!(countdown, Value::Number(50.0));
+    assert_eq!(countdown, Value::Number(131.0));
+}
+
+#[test]
+fn a_recursive_lambda_stops_at_the_same_call_on_any_stack_size() {
+    let run = |stack: usize| {
+        std::thread::Builder::new()
+            .stack_size(stack)
+            .spawn(|| {
+                let mut wb = Workbook::new();
+                wb.names.push(gridcraft_model::DefinedName {
+                    name: "CNT".into(),
+                    scope: None,
+                    formula: "LAMBDA(n,IF(n=0,0,1+CNT(n-1)))".into(),
+                    comment: String::new(),
+                    hidden: false,
+                });
+                // F(F,n) has n + 1 calls in progress at its deepest; W adds one more call per step.
+                let tail = |n: u32| format!("=LET(F,LAMBDA(me,n,IF(n=0,0,me(me,n-1))),F(F,{n}))");
+                let wrapped = |n: u32| format!("=LET(W,LAMBDA(f,k,f(f,k)),F,LAMBDA(me,n,IF(n<=0,0,1+W(me,n-1))),F(F,{n}))");
+                [tail(139), tail(140), wrapped(69), wrapped(70), "=CNT(131)".to_string()].map(|f| crate::evaluate(&wb, 0, c("B1"), &f))
+            })
+            .expect("spawn")
+            .join()
+            .expect("recursion must not overflow the stack")
+    };
+    let small = run(1 << 20);
+    assert_eq!(small, [Value::Number(0.0), Value::Error(CellError::Num), Value::Number(69.0), Value::Error(CellError::Num), Value::Number(131.0)]);
+    assert_eq!(run(64 << 20), small);
 }
 
 #[test]

From 450f457535e3c8537e45986deff5b602cff00e76 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Thu, 22 Oct 2026 11:06:01 -0700
Subject: [PATCH 04/34] Calc: a formula calculated inside another one shares
 its stack budget

A cell that another cell's formula calculates on demand got its own
evaluator, which started a new 896 KiB stack budget wherever it was
called. Two cells that each count down from 131 with a LAMBDA, one read
at the deepest call of the other, overflowed a 1 MiB thread.

The budget of a formula calculated on demand is now counted from where
the outermost formula started. When it runs out there, the formula is
calculated again from the top, as a formula needed at the nesting limit
is, so its value does not depend on the order cells are calculated in.
---
 crates/calc/src/eval.rs   | 19 ++++++++++++++-----
 crates/calc/src/recalc.rs | 31 ++++++++++++++++++++++++++++++-
 crates/calc/src/tests.rs  | 34 ++++++++++++++++++++++++++++++++++
 3 files changed, 78 insertions(+), 6 deletions(-)

diff --git a/crates/calc/src/eval.rs b/crates/calc/src/eval.rs
index 1d39fd818..f2f5f5ef4 100644
--- a/crates/calc/src/eval.rs
+++ b/crates/calc/src/eval.rs
@@ -60,13 +60,13 @@ const MAX_LAMBDA_CALLS: usize = 140;
 
 /// Native stack, in bytes, that one formula's evaluation may use below its first `eval`. Past it,
 /// `eval` answers `#NUM!`. It guards the stack and leaves 128 KiB of a 1 MiB thread for the frames
-/// above the formula. A cell that another cell's formula computes on demand gets its own `Evaluator`,
-/// which starts its own budget.
+/// above the formula. A cell that another cell's formula computes on demand shares the budget of the
+/// outermost formula ([`Host::stack_top`]).
 const STACK_BUDGET: usize = 896 * 1024;
 
 /// The address of a local variable, which shows how far down the native stack this call is.
 #[inline(always)]
-fn stack_position() -> usize {
+pub(crate) fn stack_position() -> usize {
     let marker = 0u8;
     std::hint::black_box(&marker) as *const u8 as usize
 }
@@ -98,6 +98,13 @@ pub trait Host {
     fn visit_range(&mut self, _sheet: usize, _range: RangeRef, _f: &mut dyn FnMut(&Value) -> bool) -> bool {
         false
     }
+    /// While a formula is calculated on demand inside another one: `stack_position()` where the
+    /// outermost one started, which the stack budget is counted from.
+    fn stack_top(&self) -> Option<usize> {
+        None
+    }
+    /// Called when a formula's evaluation runs past the stack budget.
+    fn stack_exhausted(&mut self) {}
 }
 
 pub struct Evaluator<'h> {
@@ -265,8 +272,10 @@ impl<'h> Evaluator<'h> {
     pub fn eval(&mut self, e: &Expr) -> Ev {
         let here = stack_position();
         if self.depth == 0 {
-            self.stack_top = here;
-        } else if self.stack_top.abs_diff(here) > STACK_BUDGET {
+            self.stack_top = self.host.stack_top().unwrap_or(here);
+        }
+        if self.stack_top.abs_diff(here) > STACK_BUDGET {
+            self.host.stack_exhausted();
             return err(CellError::Num);
         }
         self.depth += 1;
diff --git a/crates/calc/src/recalc.rs b/crates/calc/src/recalc.rs
index 66374bed2..eabc29314 100644
--- a/crates/calc/src/recalc.rs
+++ b/crates/calc/src/recalc.rs
@@ -44,7 +44,7 @@ use gridcraft_core::{Array, CellError, CellRef, RangeRef, Value};
 use gridcraft_formula::Expr;
 use gridcraft_model::{CalcMode, Workbook};
 
-use crate::eval::{Area, Evaluator, Host, precedents};
+use crate::eval::{Area, Evaluator, Host, precedents, stack_position};
 
 pub type Key = (usize, CellRef);
 
@@ -432,6 +432,10 @@ struct PassHost<'a> {
     tainted: HashSet<Key>,
     /// Whether the formula being evaluated has read a previous value.
     taint: bool,
+    /// `stack_position()` where the outermost formula being calculated started.
+    stack_top: usize,
+    /// Whether an evaluation ran past the stack budget since the innermost formula started.
+    out_of_stack: bool,
 }
 
 impl<'a> PassHost<'a> {
@@ -462,6 +466,8 @@ impl<'a> PassHost<'a> {
             members: HashSet::default(),
             tainted: HashSet::default(),
             taint: false,
+            stack_top: 0,
+            out_of_stack: false,
         }
     }
 }
@@ -580,6 +586,9 @@ impl PassHost<'_> {
             self.suspend = Some(k);
             return Value::Error(CellError::Calc);
         }
+        if self.depth == 0 {
+            self.stack_top = stack_position();
+        }
         self.in_progress.insert(k);
         self.depth += 1;
         let outer_taint = std::mem::replace(&mut self.taint, false);
@@ -587,10 +596,24 @@ impl PassHost<'_> {
             self.stack.push(k);
         }
         let expr = std::sync::Arc::clone(expr);
+        let outer_out_of_stack = std::mem::replace(&mut self.out_of_stack, false);
         let v = {
             let mut ev = Evaluator::new(self, k.0, k.1);
             ev.value(&expr)
         };
+        let out_of_stack = std::mem::replace(&mut self.out_of_stack, outer_out_of_stack);
+        if out_of_stack && self.depth > 1 && self.suspend.is_none() {
+            // It ran out of the stack left below the formulas that read it: it is calculated
+            // from the top instead, as a formula needed at `MAX_NESTED` levels deep is.
+            self.suspend = Some(k);
+            self.depth -= 1;
+            self.in_progress.remove(&k);
+            if self.iterate {
+                self.stack.pop();
+            }
+            self.taint = outer_taint;
+            return Value::Error(CellError::Calc);
+        }
         if self.suspend.is_some() {
             // Abandoned: `calculate` evaluates this formula again once the one it needs is done.
             self.depth -= 1;
@@ -745,6 +768,12 @@ impl Host for PassHost<'_> {
     fn workbook(&self) -> &Workbook {
         self.wb
     }
+    fn stack_top(&self) -> Option<usize> {
+        (self.depth > 1).then_some(self.stack_top)
+    }
+    fn stack_exhausted(&mut self) {
+        self.out_of_stack = true;
+    }
     fn spill_range(&mut self, sheet: usize, anchor: CellRef) -> Option<RangeRef> {
         let k = (sheet, anchor);
         if !(self.pending.contains(&k) || self.results.contains_key(&k)) {
diff --git a/crates/calc/src/tests.rs b/crates/calc/src/tests.rs
index 608af9320..6106f1bfc 100644
--- a/crates/calc/src/tests.rs
+++ b/crates/calc/src/tests.rs
@@ -834,6 +834,40 @@ fn a_recursive_lambda_stops_at_the_same_call_on_any_stack_size() {
     assert_eq!(run(64 << 20), small);
 }
 
+#[test]
+fn a_recursive_lambda_that_reads_another_cells_recursive_lambda_shares_the_stack() {
+    let run = |stack: usize| {
+        std::thread::Builder::new()
+            .stack_size(stack)
+            .spawn(|| {
+                // Row-major order calculates A1 first, so each cell below is calculated on demand
+                // at the deepest call of the one above it.
+                let countdown = |then: &str| format!("=LET(F,LAMBDA(me,n,IF(n<=0,{then},1+me(me,n-1))),F(F,131))");
+                let mut wb = Workbook::new();
+                let sheet = wb.sheet_mut(0).expect("sheet");
+                for (at, f) in [
+                    ("A1", countdown("A2")),
+                    ("A2", countdown("A3")),
+                    ("A3", countdown("0")),
+                    ("B1", countdown("B2")),
+                    ("B2", "=LET(f,LAMBDA(g,x,g(g,x)),f(f,1))".to_string()),
+                ] {
+                    sheet.cells.set(c(at), Cell::formula(Formula::new(&f)));
+                }
+                let mut calc = Calc::new();
+                calc.recalc_all(&mut wb);
+                ["A1", "A2", "A3", "B1", "B2"].map(|at| wb.sheet(0).map(|s| s.value(c(at))).unwrap_or_default())
+            })
+            .expect("spawn")
+            .join()
+            .expect("recursion must not overflow the stack")
+    };
+    let small = run(1 << 20);
+    let num = Value::Error(CellError::Num);
+    assert_eq!(small, [Value::Number(393.0), Value::Number(262.0), Value::Number(131.0), num.clone(), num]);
+    assert_eq!(run(64 << 20), small);
+}
+
 #[test]
 fn names_and_sheets() {
     let mut t = T::new();

From 3557b9f6cd12b8cfc06d8261e86b94a05edd9ca9 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Fri, 23 Oct 2026 22:15:48 -0700
Subject: [PATCH 05/34] Formulas: F3 opens Paste Name, which inserts a defined
 name or pastes the list of names
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

formulas.pasteName lists the names the active sheet can use (workbook
names and the sheet's own, without hidden names, in alphabetical order).
With name it puts the name at the caret of the formula being edited,
replacing selected text, or starts =Name; with list: true it writes each
name and the text of what it refers to in two columns from the active
cell. The Paste Name dialog opens from F3 when the workbook has names,
from Use in Formula's new Paste Names… item and from Alt+M, S, P. While
a dialog is open over the edit, the editor takes no keys.

Use in Formula lists the same names, and formulas.useInFormula inserts
at the caret instead of replacing the text being edited.
---
 crates/engine/src/cmd/extra.rs                |   2 +-
 crates/engine/src/cmd/formulas.rs             | 147 +++++++++++++++-
 crates/engine/src/lib.rs                      |   3 +
 crates/ui-egui/src/dialogs.rs                 |  79 +++++++++
 crates/ui-egui/src/editor.rs                  |  44 +++++
 crates/ui-egui/src/formula_bar.rs             |  34 +++-
 crates/ui-egui/src/keymap.rs                  |   1 +
 .../src/keytips/keytip_table/generated.rs     |   2 +-
 crates/ui-egui/src/keytips/keytips.json       |   7 +-
 crates/ui-egui/src/lib.rs                     |   1 +
 crates/ui-egui/src/ribbon.rs                  |  22 ++-
 crates/ui-egui/tests/it/keytips_generated.rs  |   5 +-
 crates/ui-egui/tests/it/main.rs               |   1 +
 crates/ui-egui/tests/it/paste_names.rs        | 161 ++++++++++++++++++
 docs/ui-parity.md                             |   8 +-
 15 files changed, 492 insertions(+), 25 deletions(-)
 create mode 100644 crates/ui-egui/tests/it/paste_names.rs

diff --git a/crates/engine/src/cmd/extra.rs b/crates/engine/src/cmd/extra.rs
index 009d77f2a..8ec8c795b 100644
--- a/crates/engine/src/cmd/extra.rs
+++ b/crates/engine/src/cmd/extra.rs
@@ -1265,7 +1265,7 @@ fn recently_used(s: &mut Session, _: &Json) -> Result<Json> {
 
 fn use_in_formula(s: &mut Session, p: &Json) -> Result<Json> {
     let name = str_param(p, "name").ok_or_else(|| bad("formulas.useInFormula", "missing `name`"))?;
-    s.ui_requests.push(crate::UiRequest::EditCell(Some(format!("={name}"))));
+    s.ui_requests.push(crate::UiRequest::InsertName(name.to_string()));
     ok()
 }
 
diff --git a/crates/engine/src/cmd/formulas.rs b/crates/engine/src/cmd/formulas.rs
index 7718279b2..8a09d42f0 100644
--- a/crates/engine/src/cmd/formulas.rs
+++ b/crates/engine/src/cmd/formulas.rs
@@ -1,7 +1,7 @@
 //! Formulas tab: AutoSum, Insert Function, names, auditing, calculation.
 
 use gridcraft_core::{CellError, CellRef, RangeRef, Value};
-use gridcraft_model::{CalcMode, DefinedName, Formula, Workbook};
+use gridcraft_model::{CalcMode, Cell, DefinedName, Formula, Workbook};
 use serde_json::{Value as Json, json};
 
 use super::*;
@@ -55,6 +55,15 @@ pub fn specs() -> Vec<CommandSpec> {
             has_doc,
             create_from_selection
         ),
+        cmd!(
+            "formulas.pasteName",
+            "Paste Names…",
+            ["Formulas", "Defined Names"],
+            Some("F3"),
+            "{name?: \"Sales\" (OK: puts the name at the caret of the cell being edited, or starts `=Sales` in the active cell), list?: true (Paste List: writes each name and what it refers to in two columns, from `at`), at?: cell (default the active cell)} → {names: [{name, refersTo}]}: the names the Paste Name dialog lists (workbook names and the active sheet's own, hidden names left out, in alphabetical order). With neither nothing changes; the menu opens the dialog.",
+            has_doc,
+            paste_name
+        ),
         cmd!(query "formulas.tracePrecedents", "Trace Precedents", ["Formulas", "Formula Auditing"], None, "{cell?} → ranges", has_doc, trace_precedents),
         cmd!(query "formulas.traceDependents", "Trace Dependents", ["Formulas", "Formula Auditing"], None, "{cell?} → cells", has_doc, trace_dependents),
         cmd!(noundo "formulas.selectPrecedents", "Select Precedents", ["Formulas", "Formula Auditing"], Some("Ctrl+["), "{cell?, all?: true = every level (Ctrl+Shift+[)} → selects the precedent cells", has_doc, select_precedents),
@@ -510,6 +519,58 @@ fn create_from_selection(s: &mut Session, p: &Json) -> Result<Json> {
     })
 }
 
+/// The names Paste Names lists, as (name, refers-to text with `=`): the workbook's names and the
+/// active sheet's own, without hidden names, in alphabetical order. A sheet's name hides the
+/// workbook name it shares.
+pub fn pasteable_names(wb: &Workbook) -> Vec<(String, String)> {
+    let sheet = wb.active_sheet;
+    let shown = |local: bool| wb.names.iter().filter(move |n| !n.hidden && n.scope.is_some() == local && n.scope.is_none_or(|i| i == sheet));
+    let local: Vec<&str> = shown(true).map(|n| n.name.as_str()).collect();
+    let mut out: Vec<(String, String)> = shown(true).map(|n| (n.name.clone(), format!("={}", n.formula))).collect();
+    for n in shown(false) {
+        if !local.iter().any(|x| gridcraft_formula::same_name(x, &n.name)) {
+            out.push((n.name.clone(), format!("={}", n.formula)));
+        }
+    }
+    out.sort_by_cached_key(|(n, _)| n.to_lowercase());
+    out
+}
+
+fn paste_name(s: &mut Session, p: &Json) -> Result<Json> {
+    let d = s.doc()?;
+    let names = pasteable_names(&d.wb);
+    let listed: Vec<Json> = names.iter().map(|(n, r)| json!({"name": n, "refersTo": r})).collect();
+    if !bool_param(p, "list").unwrap_or(false) {
+        if let Some(name) = str_param(p, "name").map(str::trim).filter(|n| !n.is_empty()) {
+            s.ui_requests.push(crate::UiRequest::InsertName(name.to_string()));
+        }
+        return Ok(json!({"names": listed}));
+    }
+    if names.is_empty() {
+        return Err(EngineError::Other("This workbook has no names to paste.".into()));
+    }
+    let at = cell_param(s, p, "at")?.unwrap_or(d.selection.active);
+    let rows = u32::try_from(names.len()).unwrap_or(u32::MAX);
+    if at.row.saturating_add(rows) > gridcraft_core::MAX_ROWS || at.col.saturating_add(2) > gridcraft_core::MAX_COLS {
+        return Err(EngineError::Other("There isn't room on the sheet for the list of names.".into()));
+    }
+    let sheet = d.wb.active_sheet;
+    let range = RangeRef::new(at, CellRef::new(at.row + rows - 1, at.col + 1));
+    edit(s, |cx| {
+        for (row, (name, refers)) in (at.row..).zip(&names) {
+            for (col, text) in [(at.col, name), (at.col + 1, refers)] {
+                let c = CellRef::new(row, col);
+                let sh = cx.sheet_mut(sheet)?;
+                let style = sh.style_id(c);
+                // The second column holds the refers-to text as a text value, with no formula.
+                sh.set_cell(c, Cell { value: Value::text(text.as_str()), formula: None, style });
+                cx.touch(sheet, c);
+            }
+        }
+        Ok(json!({"names": listed, "range": range.a1()}))
+    })
+}
+
 fn trace_precedents(s: &mut Session, p: &Json) -> Result<Json> {
     let d = s.doc()?;
     let at = cell_param(s, p, "cell")?.unwrap_or(d.selection.active);
@@ -877,4 +938,88 @@ mod tests {
         // The union parses as one, so the preview is what the union gives in a cell, not #NAME?.
         assert_eq!(u["value"], json!({"error": "#VALUE!"}));
     }
+
+    /// A workbook with `Sales` and `rate`, a hidden name, a name of Sheet1 that hides a workbook
+    /// `Tax`, and a name of another sheet.
+    fn named_workbook() -> Session {
+        let mut s = Session::new();
+        s.new_workbook();
+        s.execute("formulas.defineName", json!({"name": "Sales", "refersTo": "=Sheet1!$A$1:$A$3"})).unwrap();
+        s.execute("formulas.defineName", json!({"name": "rate", "refersTo": "=0.07"})).unwrap();
+        s.execute("formulas.defineName", json!({"name": "Tax", "refersTo": "=0.2"})).unwrap();
+        let d = s.doc_mut().unwrap();
+        let wb = std::sync::Arc::make_mut(&mut d.wb);
+        let name = |name: &str, scope, formula: &str, hidden| DefinedName {
+            name: name.into(),
+            scope,
+            formula: formula.into(),
+            comment: String::new(),
+            hidden,
+        };
+        wb.names.push(name("_Filter", None, "Sheet1!$A$1:$B$9", true));
+        wb.names.push(name("TAX", Some(0), "0.25", false));
+        wb.names.push(name("Other", Some(1), "1", false));
+        s
+    }
+
+    fn text_at(s: &Session, cell: &str) -> Value {
+        s.doc().unwrap().wb.active().unwrap().value(CellRef::parse(cell).unwrap())
+    }
+
+    #[test]
+    fn paste_names_lists_the_names_the_active_sheet_can_use() {
+        let mut s = named_workbook();
+        let r = s.execute("formulas.pasteName", json!({})).unwrap();
+        assert_eq!(
+            r["names"],
+            json!([
+                {"name": "rate", "refersTo": "=0.07"},
+                {"name": "Sales", "refersTo": "=Sheet1!$A$1:$A$3"},
+                {"name": "TAX", "refersTo": "=0.25"},
+            ])
+        );
+        assert_eq!(text_at(&s, "A1"), Value::Empty, "listing the names writes nothing");
+    }
+
+    #[test]
+    fn paste_names_and_use_in_formula_ask_the_ui_to_insert_the_name() {
+        let mut s = named_workbook();
+        s.take_ui_requests();
+        s.execute("formulas.pasteName", json!({"name": "Sales"})).unwrap();
+        s.execute("formulas.useInFormula", json!({"name": "rate"})).unwrap();
+        assert_eq!(s.take_ui_requests(), vec![crate::UiRequest::InsertName("Sales".into()), crate::UiRequest::InsertName("rate".into())]);
+        assert_eq!(text_at(&s, "A1"), Value::Empty, "the cell changes only when the edit is entered");
+    }
+
+    #[test]
+    fn paste_list_writes_each_name_and_what_it_refers_to() {
+        let mut s = named_workbook();
+        s.execute("selection.set", json!({"range": "D2"})).unwrap();
+        let r = s.execute("formulas.pasteName", json!({"list": true})).unwrap();
+        assert_eq!(r["range"], json!("D2:E4"));
+        let rows = [("D2", "rate"), ("E2", "=0.07"), ("D3", "Sales"), ("E3", "=Sheet1!$A$1:$A$3"), ("D4", "TAX"), ("E4", "=0.25")];
+        for (cell, text) in rows {
+            assert_eq!(text_at(&s, cell), Value::text(text), "{cell}");
+        }
+        assert!(s.doc().unwrap().wb.active().unwrap().cell(CellRef::parse("E3").unwrap()).is_some_and(|c| c.formula.is_none()), "refers-to is text");
+        s.execute("edit.undo", json!({})).unwrap();
+        for (cell, _) in rows {
+            assert_eq!(text_at(&s, cell), Value::Empty, "{cell} after Undo");
+        }
+        s.execute("formulas.pasteName", json!({"list": true, "at": "B7"})).unwrap();
+        assert_eq!(text_at(&s, "B7"), Value::text("rate"));
+    }
+
+    #[test]
+    fn paste_list_needs_names_and_room() {
+        let mut s = named_workbook();
+        let last = format!("A{}", gridcraft_core::MAX_ROWS - 1);
+        assert!(s.execute("formulas.pasteName", json!({"list": true, "at": last})).is_err(), "three rows don't fit below the second-to-last row");
+        let last_col = format!("{}1", gridcraft_core::col_to_letters(gridcraft_core::MAX_COLS - 1));
+        assert!(s.execute("formulas.pasteName", json!({"list": true, "at": last_col})).is_err(), "two columns don't fit in the last column");
+        let mut empty = Session::new();
+        empty.new_workbook();
+        assert!(empty.execute("formulas.pasteName", json!({"list": true})).is_err());
+        assert_eq!(empty.execute("formulas.pasteName", json!({})).unwrap()["names"], json!([]));
+    }
 }
diff --git a/crates/engine/src/lib.rs b/crates/engine/src/lib.rs
index b4ab60f3a..a3929a02c 100644
--- a/crates/engine/src/lib.rs
+++ b/crates/engine/src/lib.rs
@@ -372,6 +372,9 @@ pub enum UiRequest {
     Message(String),
     /// Start editing the active cell (F2) with optional initial text.
     EditCell(Option<String>),
+    /// Put a defined name at the caret of the cell being edited, in place of selected text; with
+    /// no edit under way, start editing the active cell with `=` and the name.
+    InsertName(String),
     OpenUrl(String),
 }
 
diff --git a/crates/ui-egui/src/dialogs.rs b/crates/ui-egui/src/dialogs.rs
index e83db2fa1..3aa97aff9 100644
--- a/crates/ui-egui/src/dialogs.rs
+++ b/crates/ui-egui/src/dialogs.rs
@@ -824,6 +824,17 @@ impl Dialog {
                 Dialog::custom("sort", "Sort", json!({"header": true, "levels": [{"column": col, "order": "asc"}]}))
             }
             "nameManager" => Dialog::custom("nameManager", "Name Manager", json!({})),
+            "pasteName" => {
+                // F3 opens it only when the workbook has names to paste, as in Excel.
+                let names = pasteable_names(app);
+                if p("shortcut") == json!(true) && names.is_empty() {
+                    return None;
+                }
+                // OK runs `formulas.pasteName` with the selected `name`, so `ui.dialog.confirm` does too.
+                let mut dialog = Dialog::custom("pasteName", "Paste Name", json!({"name": names.first()}));
+                dialog.command = Some("formulas.pasteName");
+                dialog
+            }
             "manageRules" => Dialog::custom("manageRules", "Conditional Formatting Rules Manager", json!({})),
             "commandSearch" => Dialog::custom("commandSearch", "Search Commands", json!({})),
             "agents" => Dialog::custom("agents", "Agent Control", json!({})),
@@ -1264,6 +1275,7 @@ pub fn show(app: &mut SheetApp, ctx: &egui::Context) {
                 "zoom" => zoom(ui, &mut d, &mut confirm, &mut open),
                 "sort" => sort(app, ui, &mut d, &mut confirm),
                 "nameManager" => name_manager(app, ui, &mut d, &mut open),
+                "pasteName" => paste_name(app, ui, &mut d, &mut confirm, &mut open),
                 "manageRules" => manage_rules(app, ui),
                 "recommendedCharts" => recommended_charts(app, ui, &mut d, &mut confirm, &mut open),
                 "selectData" => select_data(app, ui, &mut d, &mut confirm, &mut open),
@@ -2496,6 +2508,73 @@ fn name_manager(app: &mut SheetApp, ui: &mut egui::Ui, d: &mut Dialog, open: &mu
     });
 }
 
+/// The names Paste Names offers in the active workbook.
+fn pasteable_names(app: &SheetApp) -> Vec<String> {
+    app.session
+        .active()
+        .map(|doc| gridcraft_engine::cmd::formulas::pasteable_names(&doc.wb).into_iter().map(|(n, _)| n).collect())
+        .unwrap_or_default()
+}
+
+/// Puts a defined name into the formula being edited, at the caret. Without an edit under way it
+/// starts one in the active cell with `=` and the name.
+pub(crate) fn insert_name(app: &mut SheetApp, name: &str) {
+    match app.editor.as_mut() {
+        Some(ed) => ed.insert_at_caret(name),
+        None => app.begin_edit(Some(format!("={name}")), false),
+    }
+}
+
+/// Paste Name (F3, Formulas › Use in Formula › Paste Names…): OK, or a double-click, inserts the
+/// selected name (`formulas.pasteName` with `name`); Paste List writes every name and what it
+/// refers to from the active cell.
+fn paste_name(app: &mut SheetApp, ui: &mut egui::Ui, d: &mut Dialog, confirm: &mut bool, open: &mut bool) {
+    let names = pasteable_names(app);
+    // The `name` value is the selection, so `ui.dialog.set` can choose one too.
+    if let Some(i) = d.values.get("name").and_then(Json::as_str).and_then(|n| names.iter().position(|x| x == n)) {
+        d.list_index = i;
+    }
+    let (down, up) = ui.input_mut(|i| (i.consume_key(egui::Modifiers::NONE, Key::ArrowDown), i.consume_key(egui::Modifiers::NONE, Key::ArrowUp)));
+    let last = names.len().saturating_sub(1);
+    if down {
+        d.list_index = (d.list_index + 1).min(last);
+    }
+    if up {
+        d.list_index = d.list_index.saturating_sub(1);
+    }
+    d.list_index = d.list_index.min(last);
+    ui.label(app.ui.language.tr("Paste name"));
+    egui::ScrollArea::vertical().max_height(220.0).show(ui, |ui| {
+        ui.set_min_width(ui.available_width());
+        if names.is_empty() {
+            ui.label(egui::RichText::new(app.ui.language.tr("No names defined")).italics());
+        }
+        for (i, n) in names.iter().enumerate() {
+            let r = ui.selectable_label(i == d.list_index, n);
+            if (down || up) && i == d.list_index && !ui.clip_rect().contains_rect(r.rect) {
+                r.scroll_to_me(Some(if down { egui::Align::Max } else { egui::Align::Min }));
+            }
+            if r.clicked() {
+                d.list_index = i;
+            }
+            if r.double_clicked() {
+                *confirm = true;
+            }
+        }
+    });
+    ui.add_space(4.0);
+    // Paste List is disabled while a cell is being edited.
+    if ui.add_enabled(!names.is_empty() && app.editor.is_none(), egui::Button::new(app.ui.language.tr("Paste List"))).clicked() {
+        app.run_or_alert("formulas.pasteName", json!({"list": true}));
+        *open = false;
+        return;
+    }
+    if let Some(n) = names.get(d.list_index) {
+        d.values.insert("name".into(), json!(n));
+    }
+    ok_cancel(ui, confirm, open);
+}
+
 /// Every chart type the All Charts tab offers: `(type, subtype, label)` for `insert.chart`.
 const ALL_CHARTS: [(&str, &str, &str); 20] = [
     ("column", "", "Clustered Column"),
diff --git a/crates/ui-egui/src/editor.rs b/crates/ui-egui/src/editor.rs
index 8984ad53c..3259ac4c4 100644
--- a/crates/ui-egui/src/editor.rs
+++ b/crates/ui-egui/src/editor.rs
@@ -28,6 +28,9 @@ pub struct EditState {
     pub from_formula_bar: bool,
     /// Caret position (char index), mirrored from the text widget.
     pub caret: usize,
+    /// The other end of the selected text (char index), mirrored like `caret`; equal to `caret`
+    /// when nothing is selected.
+    pub anchor: usize,
     /// The reference most recently inserted by point mode (byte range) — arrows/clicks replace it.
     pub point: Option<(usize, usize)>,
     /// Where point mode's keyboard cursor is.
@@ -39,6 +42,9 @@ pub struct EditState {
     pub request_focus: bool,
     /// The text changed programmatically: push `caret` into the widget on the next frame.
     pub sync_caret: bool,
+    /// A dialog opened over the edit has the keyboard: when the editor takes it back without a
+    /// change to the caret, the selected text (`anchor`..`caret`) stays selected.
+    pub keep_selection: bool,
     /// Column AutoComplete: the full entry the typed text completes to.
     pub completion: Option<String>,
     /// Move the caret to the end on the next frame.
@@ -56,6 +62,7 @@ impl EditState {
             enter_mode,
             from_formula_bar,
             caret,
+            anchor: caret,
             point: None,
             point_cell: None,
             point_anchor: None,
@@ -63,6 +70,7 @@ impl EditState {
             ac_index: 0,
             request_focus: true,
             sync_caret: true,
+            keep_selection: false,
             caret_to_end: true,
             completion: None,
         }
@@ -112,6 +120,27 @@ impl EditState {
         self.sync_caret = true;
     }
 
+    /// Inserts `t` at the caret as typed text (Paste Names), in place of the selected text: the
+    /// caret ends after it, and point mode starts afresh.
+    pub fn insert_at_caret(&mut self, t: &str) {
+        // When code moved the caret this frame (`sync_caret`), the widget has not yet stored it, so `anchor` is out of
+        // date and the name goes in at the caret.
+        let (from, to) = if self.sync_caret { (self.caret, self.caret) } else { (self.anchor.min(self.caret), self.anchor.max(self.caret)) };
+        let byte = |c: usize| self.text.char_indices().nth(c).map(|(i, _)| i).unwrap_or(self.text.len());
+        let (Some(a), Some(b)) = (self.text.get(..byte(from)), self.text.get(byte(to)..)) else { return };
+        self.text = format!("{a}{t}{b}");
+        self.point = None;
+        self.caret = from + t.chars().count();
+        self.anchor = self.caret;
+        // A function suggestion shown before the name went in no longer fits the text.
+        self.autocomplete.clear();
+        self.ac_index = 0;
+        self.completion = None;
+        self.caret_to_end = false;
+        self.sync_caret = true;
+        self.request_focus = true;
+    }
+
     /// Add another argument after the current pointed reference. Keep only the new reference
     /// replaceable, so a subsequent plain click does not remove earlier arguments or the separator.
     pub fn append_ref(&mut self, r: &str) {
@@ -379,6 +408,21 @@ mod tests {
         assert!(!e2.can_point());
     }
 
+    #[test]
+    fn a_pasted_name_replaces_the_selected_text() {
+        let mut e = EditState::new(0, CellRef::new(0, 0), "=OldName+1".into(), false, false);
+        e.sync_caret = false;
+        (e.anchor, e.caret) = (8, 1);
+        e.autocomplete = vec!["SUM".into()];
+        e.insert_at_caret("Sales");
+        assert_eq!((e.text.as_str(), e.caret, e.anchor), ("=Sales+1", 6, 6));
+        assert!(e.autocomplete.is_empty(), "the earlier function suggestion is gone");
+        // Nothing selected: the name goes in at the caret.
+        e.sync_caret = false;
+        e.insert_at_caret("Rate");
+        assert_eq!((e.text.as_str(), e.caret), ("=SalesRate+1", 10));
+    }
+
     #[test]
     fn autocomplete_and_hints() {
         let names: Vec<String> = ["SUM", "SUMIF", "SUMPRODUCT", "AVERAGE"].iter().map(|s| s.to_string()).collect();
diff --git a/crates/ui-egui/src/formula_bar.rs b/crates/ui-egui/src/formula_bar.rs
index b88699f57..5ec8c4a87 100644
--- a/crates/ui-egui/src/formula_bar.rs
+++ b/crates/ui-egui/src/formula_bar.rs
@@ -184,7 +184,8 @@ pub fn editor_widget(app: &mut SheetApp, ui: &mut egui::Ui, id: egui::Id, font:
     let mut cancel = false;
     // A message box over the editor (a data validation alert, a formula error) gets Enter and Esc;
     // the editor used to take them, so the first Esc cancelled the edit behind the message.
-    if has_focus && mine && app.message.is_none() {
+    // So does a dialog opened from the editor (Paste Name): its OK takes Enter.
+    if has_focus && mine && app.message.is_none() && app.dialog.is_none() {
         let (enter, tab, esc, alt_enter, cmd_enter, ctrl_shift_enter, shift) = ui.input_mut(|i| {
             let m = i.modifiers;
             let alt_enter =
@@ -274,6 +275,10 @@ pub fn editor_widget(app: &mut SheetApp, ui: &mut egui::Ui, id: egui::Id, font:
         if ui.input_mut(|i| i.consume_key(egui::Modifiers::NONE, Key::F4)) {
             cycle_anchor(&mut ed);
         }
+        // F3 opens Paste Name when the workbook has names; OK puts the name at the caret.
+        if ui.input_mut(|i| i.consume_key(egui::Modifiers::NONE, Key::F3)) {
+            app.open_dialog("pasteName", json!({"shortcut": true}));
+        }
         // Ctrl+Shift+A (Control+Shift+A on a Mac) inserts the argument names. Consumed anywhere,
         // as in Excel, so it never falls through to the text's select-all.
         if ui.input_mut(|i| i.consume_key(egui::Modifiers::CTRL | egui::Modifiers::SHIFT, Key::A)) {
@@ -315,6 +320,13 @@ pub fn editor_widget(app: &mut SheetApp, ui: &mut egui::Ui, id: egui::Id, font:
         ui.fonts_mut(|f| f.layout_job(job))
     };
     let chars_before = ed.text.chars().count();
+    // A dialog opened over the edit (Paste Name) takes the keyboard until it closes, and the
+    // editor takes it back afterwards.
+    let dialog_open = app.dialog.is_some();
+    if dialog_open && mine {
+        ed.request_focus = true;
+        ed.keep_selection = true;
+    }
     // The in-cell editor is as tall as its lines (a multiline field reserves four rows).
     let in_cell = id == egui::Id::new("gridcraft.cell_editor");
     let edit = if multiline || ed.text.contains('\n') {
@@ -329,18 +341,26 @@ pub fn editor_widget(app: &mut SheetApp, ui: &mut egui::Ui, id: egui::Id, font:
         .desired_width(width)
         .layouter(&mut layouter)
         .lock_focus(true)
+        .interactive(!dialog_open)
         .event_filter(egui::EventFilter { tab: true, horizontal_arrows: true, vertical_arrows: true, escape: true })
         .show(ui);
     let resp = output.response.clone();
-    let synced = mine && (ed.request_focus || ed.sync_caret);
+    let synced = mine && !dialog_open && (ed.request_focus || ed.sync_caret);
     if synced {
         if ed.request_focus {
             resp.request_focus();
         }
         ed.request_focus = false;
+        // Closing a dialog that changed nothing (Cancel) gives the selection back as it was.
+        let range = if ed.keep_selection && !ed.sync_caret {
+            egui::text::CCursorRange::two(egui::text::CCursor::new(ed.anchor), egui::text::CCursor::new(ed.caret))
+        } else {
+            ed.anchor = ed.caret;
+            egui::text::CCursorRange::one(egui::text::CCursor::new(ed.caret))
+        };
         ed.sync_caret = false;
-        let cursor = egui::text::CCursor::new(ed.caret);
-        output.state.cursor.set_char_range(Some(egui::text::CCursorRange::one(cursor)));
+        ed.keep_selection = false;
+        output.state.cursor.set_char_range(Some(range));
         output.state.store(ui.ctx(), id);
     } else if resp.clicked() || resp.gained_focus() {
         // Clicking into the other editor moves editing there.
@@ -348,8 +368,12 @@ pub fn editor_widget(app: &mut SheetApp, ui: &mut egui::Ui, id: egui::Id, font:
         ed.enter_mode = false;
         app.session.mode = gridcraft_engine::Mode::Edit;
     }
-    if !synced && let Some(r) = output.cursor_range {
+    if !synced
+        && !dialog_open
+        && let Some(r) = output.cursor_range
+    {
         ed.caret = r.primary.index.into();
+        ed.anchor = r.secondary.index.into();
     }
     if resp.changed() {
         ed.completion = None;
diff --git a/crates/ui-egui/src/keymap.rs b/crates/ui-egui/src/keymap.rs
index 5840036a1..424ab0355 100644
--- a/crates/ui-egui/src/keymap.rs
+++ b/crates/ui-egui/src/keymap.rs
@@ -157,6 +157,7 @@ pub fn lookup(key: Key, physical: Option<Key>, m: Modifiers, mac: bool) -> Optio
         F3 if cmd && mac => Shortcut::Dialog("defineName", json!({})),
         F3 if cmd => Shortcut::Dialog("nameManager", json!({})),
         F3 if plain && s => Shortcut::Dialog("insertFunction", json!({})),
+        F3 if plain => Shortcut::Dialog("pasteName", json!({"shortcut": true})),
         F4 if cmd && !s => run("file.close"),
         F5 if plain && s => Shortcut::Dialog("find", json!({})),
         F5 if plain => Shortcut::Dialog("goTo", json!({})),
diff --git a/crates/ui-egui/src/keytips/keytip_table/generated.rs b/crates/ui-egui/src/keytips/keytip_table/generated.rs
index d94128de7..c35a3bbad 100644
--- a/crates/ui-egui/src/keytips/keytip_table/generated.rs
+++ b/crates/ui-egui/src/keytips/keytip_table/generated.rs
@@ -243,7 +243,7 @@ pub const SEQUENCES: &[(&str, Entry)] = &[
     ("MP", Entry::Finish(Action::Command("formulas.tracePrecedents"))), // Excel: Trace Precedents
     ("MQ", Entry::Finish(Action::Control("formulas.moreFunctions"))), // Excel: More Functions Menu; group level: containment(More Functions)
     ("MS", Entry::Continue),                                   // Excel: Use in Formula Menu; group level: containment(Use in Formula)
-    ("MSP", Entry::Finish(Action::Pending("formulas.pasteName"))), // pending; Excel: Paste Names; reserved until the command lands
+    ("MSP", Entry::Finish(Action::Dialog("pasteName"))),       // Excel: Paste Names
     ("MT", Entry::Finish(Action::Control("formulas.text"))),   // Excel: Text Menu; group level: containment(Text)
     ("MU", Entry::Continue),                                   // Excel: AutoSum Menu; group level:
     ("MUA", Entry::Finish(Action::Command("formulas.autoSum"))), // Excel: Average; AutoSum: Average (variant TBD)
diff --git a/crates/ui-egui/src/keytips/keytips.json b/crates/ui-egui/src/keytips/keytips.json
index 96bdc075a..5be64f867 100644
--- a/crates/ui-egui/src/keytips/keytips.json
+++ b/crates/ui-egui/src/keytips/keytips.json
@@ -1666,11 +1666,10 @@
   },
   {
    "seq": "MSP",
-   "kind": "command",
-   "target": "formulas.pasteName",
+   "kind": "dialog",
+   "target": "pasteName",
    "excel": "Paste Names",
-   "note": "reserved until the command lands",
-   "pending": true
+   "note": ""
   },
   {
    "seq": "MT",
diff --git a/crates/ui-egui/src/lib.rs b/crates/ui-egui/src/lib.rs
index 14c442331..9c5b560b4 100644
--- a/crates/ui-egui/src/lib.rs
+++ b/crates/ui-egui/src/lib.rs
@@ -748,6 +748,7 @@ impl SheetApp {
                     });
                     self.begin_edit(text, false);
                 }
+                UiRequest::InsertName(name) => dialogs::insert_name(self, &name),
                 UiRequest::OpenUrl(u) => {
                     if let Some(f) = &self.services.open_url {
                         f(&u);
diff --git a/crates/ui-egui/src/ribbon.rs b/crates/ui-egui/src/ribbon.rs
index ab9cc311d..f6b098cf6 100644
--- a/crates/ui-egui/src/ribbon.rs
+++ b/crates/ui-egui/src/ribbon.rs
@@ -1971,15 +1971,25 @@ fn formulas(app: &mut SheetApp, ui: &mut Ui) {
             app.open_dialog("defineName", json!({}));
         }
         let use_in = small_button(ui, Icon::Function, "Use in Formula", "Use in Formula", true);
-        anchor_keytip(app, ui, &use_in, &["formulas.pasteName"]);
+        anchor_keytip(app, ui, &use_in, &["dialog:pasteName"]);
         egui::Popup::menu(&use_in).show(|ui| {
-            let names: Vec<String> = app.session.active().map(|d| d.wb.names.iter().map(|n| n.name.clone()).collect()).unwrap_or_default();
-            for n in names {
-                if ui.button(&n).clicked() {
-                    let cur = app.editor.as_ref().map(|e| e.text.clone()).unwrap_or_else(|| "=".into());
-                    app.begin_edit(Some(format!("{cur}{n}")), false);
+            // The menu lists the names Paste Names lists; clicking one runs `formulas.useInFormula`, which puts it at the caret.
+            let names: Vec<String> = app
+                .session
+                .active()
+                .map(|d| gridcraft_engine::cmd::formulas::pasteable_names(&d.wb).into_iter().map(|(n, _)| n).collect())
+                .unwrap_or_default();
+            for n in &names {
+                if ui.button(n).clicked() {
+                    app.run_or_alert("formulas.useInFormula", json!({"name": n}));
                 }
             }
+            if !names.is_empty() {
+                ui.separator();
+            }
+            if ui.button(app.ui.language.tr("Paste Names…")).clicked() {
+                app.open_dialog("pasteName", json!({}));
+            }
         });
         let __k = small_button(ui, Icon::Table, "Create from Selection", "Create from Selection", false);
         control_keytip(app, ui, &__k, "formulas.createFromSelection");
diff --git a/crates/ui-egui/tests/it/keytips_generated.rs b/crates/ui-egui/tests/it/keytips_generated.rs
index d3cb84cf7..2dbcb8f29 100644
--- a/crates/ui-egui/tests/it/keytips_generated.rs
+++ b/crates/ui-egui/tests/it/keytips_generated.rs
@@ -1783,10 +1783,7 @@ fn keytip_ms_() {
 fn keytip_msp_() {
     let mut h = harness(blank());
     sequence(&mut h, "MSP", false);
-    assert!(h.state().dialog.is_none(), "MSP must not open a dialog");
-    assert!(h.state().message.is_none(), "MSP must not open a message box");
-    assert!(h.state().toast.is_none(), "MSP must not raise a toast");
-    assert!(h.state().session.journal.is_empty(), "MSP must not journal");
+    assert!(h.state().dialog.is_some(), "MSP must open the pasteName dialog");
 }
 
 #[test]
diff --git a/crates/ui-egui/tests/it/main.rs b/crates/ui-egui/tests/it/main.rs
index 3a9769c1c..0b429cbf0 100644
--- a/crates/ui-egui/tests/it/main.rs
+++ b/crates/ui-egui/tests/it/main.rs
@@ -59,6 +59,7 @@ mod open_encrypted;
 mod outline;
 mod page_layout_view;
 mod page_setup_margins;
+mod paste_names;
 mod paste_special_dialog;
 mod pivot_pane;
 mod pivot_show_details;
diff --git a/crates/ui-egui/tests/it/paste_names.rs b/crates/ui-egui/tests/it/paste_names.rs
new file mode 100644
index 000000000..79ef59936
--- /dev/null
+++ b/crates/ui-egui/tests/it/paste_names.rs
@@ -0,0 +1,161 @@
+//! F3 opens the Paste Name dialog when the workbook has names: OK puts the selected name into the
+//! formula being edited, and Paste List writes every name and what it refers to, as in Excel.
+
+use egui::{Event, Key, vec2};
+use egui_kittest::kittest::Queryable;
+use gridcraft_engine::Session;
+use gridcraft_engine::core::{CellRef, Value};
+use gridcraft_ui_egui::SheetApp;
+use gridcraft_ui_egui::control::{Outcome, handle};
+use serde_json::json;
+
+type Harness = egui_kittest::Harness<'static, SheetApp>;
+
+fn harness(names: bool) -> Harness {
+    let mut session = Session::new();
+    session.new_workbook();
+    if names {
+        session.execute("formulas.defineName", json!({"name": "Sales", "refersTo": "=Sheet1!$A$1:$A$3"})).unwrap();
+        session.execute("formulas.defineName", json!({"name": "Rate", "refersTo": "=0.07"})).unwrap();
+    }
+    let mut h = egui_kittest::Harness::builder().with_size(vec2(1200.0, 800.0)).build_ui_state(
+        |ui, app: &mut SheetApp| {
+            app.logic(&ui.ctx().clone());
+            app.ui(ui);
+        },
+        SheetApp::new(session, Default::default()),
+    );
+    h.run_steps(6);
+    h
+}
+
+fn dialog(h: &Harness) -> Option<&str> {
+    h.state().dialog.as_ref().map(|d| d.name())
+}
+
+fn editor_text(h: &Harness) -> Option<String> {
+    h.state().editor.as_ref().map(|e| e.text.clone())
+}
+
+fn value(h: &Harness, cell: &str) -> Value {
+    h.state().session.active().unwrap().wb.active().unwrap().value(CellRef::parse(cell).unwrap())
+}
+
+fn press(h: &mut Harness, key: Key) {
+    h.key_press(key);
+    h.run_steps(3);
+}
+
+#[test]
+fn f3_opens_paste_name_only_when_the_workbook_has_names() {
+    let mut h = harness(false);
+    press(&mut h, Key::F3);
+    assert_eq!(dialog(&h), None, "no names: F3 does nothing");
+    let mut h = harness(true);
+    press(&mut h, Key::F3);
+    assert_eq!(dialog(&h), Some("pasteName"));
+    // The names are listed in alphabetical order.
+    let rate = h.get_by_label("Rate").rect().top();
+    let sales = h.get_by_label("Sales").rect().top();
+    assert!(rate < sales, "Rate is listed above Sales");
+}
+
+#[test]
+fn ok_starts_a_formula_with_the_selected_name() {
+    let mut h = harness(true);
+    press(&mut h, Key::F3);
+    h.get_by_label("Sales").click();
+    h.run_steps(2);
+    h.get_by_label("   OK   ").click();
+    h.run_steps(3);
+    assert_eq!(dialog(&h), None);
+    assert_eq!(editor_text(&h).as_deref(), Some("=Sales"));
+}
+
+#[test]
+fn the_control_channel_confirms_the_dialog_like_ok() {
+    let mut h = harness(true);
+    let ctx = h.ctx.clone();
+    for (method, params) in
+        [("ui.dialog", json!({"name": "pasteName"})), ("ui.dialog.set", json!({"field": "name", "value": "Sales"})), ("ui.dialog.confirm", json!({}))]
+    {
+        match handle(h.state_mut(), &ctx, method, &params) {
+            Outcome::Done(v) => assert_eq!(v["ok"], json!(true), "{method}: {v}"),
+            Outcome::Screenshot { .. } => panic!("{method} took a screenshot"),
+        }
+    }
+    h.run_steps(2);
+    assert_eq!(dialog(&h), None);
+    assert_eq!(editor_text(&h).as_deref(), Some("=Sales"));
+}
+
+#[test]
+fn arrow_keys_choose_the_name_and_leave_the_active_cell() {
+    let mut h = harness(true);
+    press(&mut h, Key::F3);
+    press(&mut h, Key::ArrowDown);
+    press(&mut h, Key::Enter);
+    assert_eq!(dialog(&h), None);
+    assert_eq!(editor_text(&h).as_deref(), Some("=Sales"), "Down moved from Rate to Sales");
+    let active = h.state().session.active().unwrap().selection.active;
+    assert_eq!(active, CellRef::new(0, 0), "the arrow went to the dialog, not the grid");
+}
+
+#[test]
+fn while_editing_the_name_goes_in_at_the_caret_and_the_edit_goes_on() {
+    let mut h = harness(true);
+    h.state_mut().begin_edit(Some("=SUM(".into()), false);
+    h.run_steps(4);
+    press(&mut h, Key::F3);
+    assert_eq!(dialog(&h), Some("pasteName"), "F3 in the cell editor opens the dialog");
+    // While the dialog is open, typed text and arrow keys do not change the formula being edited.
+    h.input_mut().events.push(Event::Text("x".into()));
+    h.run_steps(2);
+    press(&mut h, Key::ArrowLeft);
+    assert_eq!(editor_text(&h).as_deref(), Some("=SUM("), "the formula is unchanged while the dialog is open");
+    h.get_by_label("Sales").click();
+    h.run_steps(2);
+    press(&mut h, Key::Enter);
+    assert_eq!(dialog(&h), None, "Enter is the dialog's OK");
+    assert_eq!(editor_text(&h).as_deref(), Some("=SUM(Sales"), "the cell is still being edited");
+    assert_eq!(value(&h, "A1"), Value::Empty, "nothing was entered yet");
+}
+
+#[test]
+fn cancel_leaves_the_selected_text_selected() {
+    let mut h = harness(true);
+    h.state_mut().begin_edit(Some("=SUM(A1".into()), false);
+    // Edit mode (F2): the arrow keys move the caret instead of leaving the cell.
+    if let Some(ed) = h.state_mut().editor.as_mut() {
+        ed.enter_mode = false;
+    }
+    h.run_steps(4);
+    for _ in 0..2 {
+        h.key_press_modifiers(egui::Modifiers::SHIFT, Key::ArrowLeft);
+        h.run_steps(2);
+    }
+    press(&mut h, Key::F3);
+    assert_eq!(dialog(&h), Some("pasteName"));
+    h.get_by_label(" Cancel ").click();
+    h.run_steps(3);
+    assert_eq!(dialog(&h), None);
+    h.input_mut().events.push(Event::Text("B2".into()));
+    h.run_steps(2);
+    assert_eq!(editor_text(&h).as_deref(), Some("=SUM(B2"), "typing replaces the text selected before the dialog opened");
+}
+
+#[test]
+fn paste_list_writes_the_names_from_the_active_cell() {
+    let mut h = harness(true);
+    h.state_mut().run("selection.set", json!({"range": "C2"})).unwrap();
+    h.run_steps(2);
+    press(&mut h, Key::F3);
+    h.get_by_label("Paste List").click();
+    h.run_steps(3);
+    assert_eq!(dialog(&h), None);
+    assert_eq!(value(&h, "C2"), Value::text("Rate"));
+    assert_eq!(value(&h, "D2"), Value::text("=0.07"));
+    assert_eq!(value(&h, "C3"), Value::text("Sales"));
+    assert_eq!(value(&h, "D3"), Value::text("=Sheet1!$A$1:$A$3"));
+    assert_eq!(editor_text(&h), None);
+}
diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..405a0c661 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -1,6 +1,6 @@
 # UI parity
 
-> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-23 · **Change:** minor (New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
+> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-23 · **Change:** minor (F3 Paste Name dialog with Paste List; New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
 
 Interaction, controls and feel, against Excel. Part of [target-app-parity.md](target-app-parity.md).
 **UI/UX fidelity: ~55% ready, 50–80 h** (estimated). Ribbon command coverage is measured
@@ -84,7 +84,7 @@ this logic, with one undo step.
 | Shortcuts bound to commands | 200+ documented shortcuts per platform | audited below (#110): shortcuts whose feature exists are bound, with the exceptions listed; the rest wait for their features |
 | Ctrl+arrow, Ctrl+Shift+arrow, Ctrl+Home/End, Ctrl+Shift+Home/End, Page Up/Down, Alt+Page | yes | done |
 | Ctrl+1, Ctrl+; and Ctrl+Shift+; , Ctrl+D/R, Ctrl+E, Ctrl+T/L, Ctrl+K, Ctrl+Shift+L, Ctrl+Shift+~!@#$%^&_ | yes | done |
-| F2, F4, F5, F7, F9 family, Shift+F2/F3/F10/F11, F12 | yes | done; F11 chart sheet, F8 extend mode, F3 Paste Name, F4 Repeat missing |
+| F2, F3, F4, F5, F7, F9 family, Shift+F2/F3/F10/F11, F12 | yes | done; F11 chart sheet, F8 extend mode, F4 Repeat missing |
 | Mac-specific (Cmd variants, Control variants, Fn keys) | yes | done where a feature exists (`keymap.rs` picks the Mac variant) |
 | Sequential Alt access keys (Alt, H, N, …) on every ribbon tab | yes | 364-sequence keytip table for all tabs: per-control badges, prefix waiting, dropdowns open for editing (type/arrows/Enter), pending bindings for not-yet-built commands; letters also work with left Alt held (Alt+H, O, A), as in Excel; each Borders letter (H, B, …) draws its own preset, H, B, M opens Format Cells on the Border tab, and Erase Border, Line Color and Line Style are reserved; QAT/Backstage excluded |
 | Requests | — | #110 (more shortcuts and hot keys), #33 (sequential Alt; initial support landed in #43) |
@@ -133,7 +133,8 @@ otherwise. Number-format and border keys match the physical key (Ctrl+Shift+4, w
 | Shift+F3, Ctrl+F3, Ctrl+Shift+F3 | Shift+F3, Cmd+F3 (Define Name), Cmd+Shift+F3 | Insert Function, Name Manager, Create from Selection | **added** |
 | F5, Shift+F5 (Mac), F7, Shift+F9, Ctrl+Alt+F9, F12, Ctrl+F4 | same | Go To, Find, Spelling, calculate sheet / all, Save As, close | **added** |
 | Shift+F10, Alt+Shift+F10, Ctrl+F1 | Shift+F10, Cmd+Option+R | context menu, Error Checking, ribbon | **added** |
-| F1, F3, F4 (repeat), F6 / Shift+F6, F8 / Shift+F8, F11, End mode | same | help, Paste Name, Repeat, pane cycling, extend/add mode, chart sheet | missing (no such feature yet) |
+| F3 | not checked | Paste Name dialog, only when the workbook has names: OK puts the name at the caret of the formula being edited (or starts `=Name`), Paste List writes each name and what it refers to from the active cell (`formulas.pasteName`) | **added** |
+| F1, F4 (repeat), F6 / Shift+F6, F8 / Shift+F8, F11, End mode | same | help, Repeat, pane cycling, extend/add mode, chart sheet | missing (no such feature yet) |
 | Ctrl+Q, Ctrl+A after a function name, Ctrl+Shift+U, Ctrl+Alt+P | same | Quick Analysis, Function Arguments, formula bar height, tooltips | missing |
 | Ctrl+Shift+A after a function name | Control+Shift+A | argument names: `=SUMIF(` becomes `=SUMIF(range,criteria,sum_range)`, the `(` added when missing; one Undo takes them back | **added** |
 | Ctrl+6, Ctrl+Q, Ctrl+A after a function name, Ctrl+Shift+U, Ctrl+Alt+P | same | objects, Quick Analysis, Function Arguments, formula bar height, tooltips | missing |
@@ -178,6 +179,7 @@ scrollbar bugs 2–4 · pixel/feel pass against observed Excel 7–12.
 
 | Date | Change | Summary |
 |---|---|---|
+| 2026-10-23 | minor | F3, Formulas › Use in Formula › Paste Names… and Alt+M, S, P open the Paste Name dialog (F3 only when the workbook has names). It lists the workbook's names and the active sheet's own in alphabetical order, hidden names left out; OK or a double-click puts the selected name at the caret of the formula being edited, in place of selected text, or starts `=Name` in the active cell (`formulas.pasteName` `{name}`), and Paste List writes each name and the text of what it refers to in two columns from the active cell (`{list: true}`). While a dialog is open over the edit, the cell editor takes no keys, and Cancel leaves the selected text selected. The Use in Formula menu lists the same names and inserts at the caret too (`formulas.useInFormula`); it used to list hidden names and other sheets' names, the menu added the name at the end of the text, and the command replaced the text being edited |
 | 2026-10-23 | minor | Conditional Formatting ▸ New Rule, formula: clicking a cell on the grid writes its absolute reference at the formula box's caret (`=$B$2`, an empty box starts with `=`), a drag writes a range (`$B$2:$C$4`) and a second click replaces the reference just written, as in Excel ("Selecting cells on the worksheet inserts absolute cell references"). The selection the rule applies to doesn't move, and the box keeps the keyboard. After an operand (`=A1>5`) the click does nothing (#2348) |
 | 2026-10-23 | minor | Frozen panes: Page Up, Ctrl+Up and Shift variants that move from the scrolled rows into the frozen ones bring the scrolled rows back to the top, so the rows in between are seen again (Page Up from far down used to end on row 1 with the view still a page down); Ctrl+Left and Alt+Page Up do the same for frozen columns. Other ways of selecting a frozen cell (click, Find, Go To, Undo, formula pointing) leave the view where it is |
 | 2026-10-23 | minor | After a left-drag of the fill handle an Auto Fill Options button sits below the filled cells; its menu redoes the fill as Copy Cells, Fill Series, Fill Formatting Only or Fill Without Formatting (undoes the drag's fill, then `edit.autoFill` in that mode). It goes away when the workbook changes or the selection moves (#1403) |

From 983d3d7e6a5b4ccef631c1d8cb3d01c349769a04 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 01:01:32 -0700
Subject: [PATCH 06/34] Go To: lists the named ranges of every sheet and the
 references entered, and goes to several at once

The Go To dialog lists the named ranges of the workbook and of every
sheet, a name scoped to another sheet as Sheet2!Name, without hidden
names, constants or formulas. After them it lists the references
entered in the dialog, newest first, and a double-click on an entry
goes there.

edit.goTo takes several names or references separated by commas
(Price, Type or B14:C22,F19:G30) and selects them all, follows a name
that refers to several areas, and goes to Sheet2!Name on Sheet2. With
record: true it keeps a reference that holds no name among the recent
ones, and with list: true it returns the names and the recent
references.
---
 ROADMAP.md                              |   1 +
 crates/engine/src/cmd/edit.rs           | 270 ++++++++++++++++++++++--
 crates/engine/src/lib.rs                |   4 +
 crates/ui-egui/src/dialogs.rs           |  28 ++-
 crates/ui-egui/tests/it/go_to_dialog.rs |  89 ++++++++
 crates/ui-egui/tests/it/main.rs         |   1 +
 docs/ui-parity.md                       |   6 +-
 7 files changed, 377 insertions(+), 22 deletions(-)
 create mode 100644 crates/ui-egui/tests/it/go_to_dialog.rs

diff --git a/ROADMAP.md b/ROADMAP.md
index da06359b5..2d999a0d9 100644
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -135,6 +135,7 @@ Ranked; estimates in Opus 5.5 agent-hours. Detail and the full beta-gate list in
 
 | Date | What landed |
 |---|---|
+| 2026-10-24 | Go To lists the named ranges of every sheet (`Sheet2!Name` for a name scoped to another sheet; hidden names, constants and formulas left out) and the references entered before, a double-click goes to an entry, and the Reference box takes several names or references separated by commas (`Price, Type`, `B14:C22,F19:G30`) |
 | 2026-10-23 | Accounting negatives in text: `$(1,234)`, `$ (5)` and `(5)%` read as negative numbers when typed, coerced by arithmetic or passed to VALUE, like Excel 365; `(-5)`, `((5))`, `$5%` and dates or times in parentheses stay text |
 | 2026-10-23 | Calc: `INDEX(A1:C3,2)` (one index on a reference of several rows and columns) is `#REF!` as in Excel, instead of the whole row; `INDEX(A1:C3,2,)` still gives the row |
 | 2026-10-22 | Formula hardening: digits too many for a finite number are text, so `"1 <400 digits>/<400 digits>"` no longer coerces to NaN; a NaN column index in VLOOKUP, HLOOKUP and the D-functions is `#VALUE!` instead of an index underflow; REGEXREPLACE stops building a result as soon as it can only be too long (a worst case went from 1 GB to 7 MB) (#2163, #2162) |
diff --git a/crates/engine/src/cmd/edit.rs b/crates/engine/src/cmd/edit.rs
index edb0e2d7c..435cd7a3b 100644
--- a/crates/engine/src/cmd/edit.rs
+++ b/crates/engine/src/cmd/edit.rs
@@ -36,7 +36,7 @@ pub fn specs() -> Vec<CommandSpec> {
         cmd!(noundo "selection.currentRegion", "Select Current Region", [], Some("Ctrl+Shift+8"), "{}", has_doc, select_region),
         cmd!(noundo "selection.row", "Select Entire Row", [], Some("Shift+Space"), "{}", has_doc, select_row),
         cmd!(noundo "selection.column", "Select Entire Column", [], Some("Ctrl+Space"), "{}", has_doc, select_col),
-        cmd!(noundo "edit.goTo", "Go To…", ["Home", "Editing", "Find & Select"], Some("Ctrl+G"), "{reference: \"B5\" | \"Sheet2!A1:C3\" | name}", has_doc, go_to),
+        cmd!(noundo "edit.goTo", "Go To…", ["Home", "Editing", "Find & Select"], Some("Ctrl+G"), "{reference: \"B5\" | \"Sheet2!A1:C3\" | name | \"Sheet2!Name\" | \"B14:C22,F19:G30\" | \"Price, Type\", record?: bool} (record: keep a reference without names among the recent ones) or {list: true} → {names, recent}", has_doc, go_to),
         cmd!(noundo "edit.goToSpecial", "Go To Special…", ["Home", "Editing", "Find & Select"], None, "{kind: blanks|constants|formulas|comments|lastCell|currentRegion|visible|conditionalFormats|dataValidation|errors|numbers|text}", has_doc, go_to_special),
         cmd!(noundo "edit.undo", "Undo", ["Edit"], Some("Cmd+Z"), "{steps?: 1}", can_undo, undo),
         cmd!(noundo "edit.redo", "Redo", ["Edit"], Some("Cmd+Y"), "{steps?: 1}", can_redo, redo),
@@ -577,26 +577,153 @@ fn select_col(s: &mut Session, _: &Json) -> Result<Json> {
     Ok(json!({"selection": d.selection.a1()}))
 }
 
+/// How many references the Go To dialog keeps for going back to.
+const GO_TO_RECENT: usize = 10;
+/// The most areas one Go To selects.
+const GO_TO_MAX_AREAS: usize = 2000;
+/// How deep a name that refers to other names is followed.
+const GO_TO_NAME_DEPTH: usize = 8;
+
 pub(super) fn go_to(s: &mut Session, p: &Json) -> Result<Json> {
+    if bool_param(p, "list") == Some(true) {
+        let d = s.doc()?;
+        return Ok(json!({"names": go_to_names(&d.wb, d.wb.active_sheet), "recent": d.go_to_recent}));
+    }
     let Some(reference) = str_param(p, "reference").or_else(|| str_param(p, "range")) else { return Err(bad("edit.goTo", "missing `reference`")) };
-    // A defined name or table?
     let d = s.doc()?;
-    let resolved = if RangeRef::parse(split_sheet(reference).1).is_none() {
-        let sheet = d.wb.active_sheet;
-        if let Some(n) = d.wb.name(reference, sheet) {
-            n.formula.clone()
-        } else if let Some((si, ti)) = d.wb.table(reference) {
-            // As in Excel, a table's name stands for its data, without the header and totals rows.
-            let t = d.wb.sheet(si).and_then(|sh| sh.tables.get(ti)).map(|t| t.data_range().unwrap_or(t.range).a1()).unwrap_or_default();
-            format!("{}!{}", gridcraft_core::quote_sheet(&d.wb.sheet(si).map(|s| s.name.clone()).unwrap_or_default()), t)
-        } else {
+    let mut target: Option<usize> = None;
+    let mut areas: Vec<RangeRef> = Vec::new();
+    let mut named = false;
+    for part in reference_parts(reference) {
+        let Some((sheet, found, by_name)) = go_to_target(&d.wb, d.wb.active_sheet, part, 0) else {
+            return Err(EngineError::Other("Reference isn't valid.".into()));
+        };
+        // One selection holds the areas of one sheet.
+        if target.is_some_and(|t| t != sheet) {
             return Err(EngineError::Other("Reference isn't valid.".into()));
         }
-    } else {
-        reference.to_string()
+        target = Some(sheet);
+        named |= by_name;
+        areas.extend(found);
+        if areas.len() > GO_TO_MAX_AREAS {
+            return Err(EngineError::Other(format!("Go To selects at most {GO_TO_MAX_AREAS} areas.")));
+        }
+    }
+    let Some(sheet) = target else { return Err(EngineError::Other("Reference isn't valid.".into())) };
+    let range = areas.iter().map(RangeRef::a1).collect::<Vec<_>>().join(",");
+    let out = selection_set(s, &json!({"sheet": sheet, "range": range}))?;
+    if bool_param(p, "record") == Some(true) && !named {
+        let d = s.doc_mut()?;
+        let prefix = gridcraft_core::quote_sheet(&d.wb.sheet(sheet).map(|sh| sh.name.clone()).unwrap_or_default());
+        let entry = areas.iter().map(|r| format!("{prefix}!{}", r.a1())).collect::<Vec<_>>().join(",");
+        d.go_to_recent.retain(|r| !r.eq_ignore_ascii_case(&entry));
+        d.go_to_recent.insert(0, entry);
+        d.go_to_recent.truncate(GO_TO_RECENT);
+    }
+    Ok(out)
+}
+
+/// The parts of a Go To reference, split at the commas outside quoted sheet names and
+/// parentheses: `Price, Type` or `B14:C22,F19:G30`. The parts are read one at a time, so a caller
+/// that stops at an invalid part or at `GO_TO_MAX_AREAS` does not split the rest of the text.
+fn reference_parts(text: &str) -> impl Iterator<Item = &str> {
+    let (mut depth, mut quoted, mut start, mut done) = (0usize, false, 0, false);
+    let mut chars = text.char_indices();
+    std::iter::from_fn(move || {
+        if done {
+            return None;
+        }
+        for (i, c) in chars.by_ref() {
+            match c {
+                '\'' => quoted = !quoted,
+                '(' if !quoted => depth += 1,
+                ')' if !quoted => depth = depth.saturating_sub(1),
+                ',' if !quoted && depth == 0 => {
+                    let part = text.get(start..i).unwrap_or("").trim();
+                    start = i + 1;
+                    return Some(part);
+                }
+                _ => {}
+            }
+        }
+        done = true;
+        Some(text.get(start..).unwrap_or("").trim())
+    })
+}
+
+/// Where one part of a Go To reference points, seen from sheet `sheet`: the sheet, its areas,
+/// and whether a defined name or a table gave them. `Sheet2!Name` is the name scoped to Sheet2.
+/// A name counts when what it refers to is a reference; a constant or a formula is not one.
+fn go_to_target(wb: &gridcraft_model::Workbook, sheet: usize, part: &str, depth: usize) -> Option<(usize, Vec<RangeRef>, bool)> {
+    if part.is_empty() || depth > GO_TO_NAME_DEPTH {
+        return None;
+    }
+    let (prefix, body) = split_sheet(part);
+    let on = match &prefix {
+        Some(n) => wb.sheet_index(n)?,
+        None => sheet,
     };
-    let resolved = resolved.replace('$', "");
-    selection_set(s, &json!({"range": resolved}))
+    if let Some(r) = RangeRef::parse(&body.replace('$', "")) {
+        return Some((on, vec![r], false));
+    }
+    let name = match prefix {
+        Some(_) => wb.names.iter().find(|n| n.scope == Some(on) && n.name.eq_ignore_ascii_case(body)),
+        None => wb.name(body, sheet),
+    };
+    if let Some(n) = name {
+        return name_areas(wb, n, sheet, depth).map(|(t, areas)| (t, areas, true));
+    }
+    if prefix.is_none()
+        && let Some((si, ti)) = wb.table(body)
+    {
+        // As in Excel, a table's name stands for its data, without the header and totals rows.
+        let t = wb.sheet(si)?.tables.get(ti)?;
+        return Some((si, vec![t.data_range().unwrap_or(t.range)], true));
+    }
+    None
+}
+
+/// The sheet and areas defined name `n` refers to, seen from sheet `sheet`, when that is a
+/// reference.
+fn name_areas(wb: &gridcraft_model::Workbook, n: &gridcraft_model::DefinedName, sheet: usize, depth: usize) -> Option<(usize, Vec<RangeRef>)> {
+    let from = n.scope.unwrap_or(sheet);
+    let formula = n.formula.trim().trim_start_matches('=');
+    let mut target: Option<usize> = None;
+    let mut areas = Vec::new();
+    for p in reference_parts(formula) {
+        let (s, found, _) = go_to_target(wb, from, p, depth + 1)?;
+        if target.is_some_and(|t| t != s) {
+            return None;
+        }
+        target = Some(s);
+        areas.extend(found);
+        if areas.len() > GO_TO_MAX_AREAS {
+            return None;
+        }
+    }
+    target.map(|t| (t, areas))
+}
+
+/// The names the Go To dialog lists, seen from sheet `sheet`: the named ranges of the workbook and
+/// of every sheet, in alphabetical order. A name scoped to another sheet is written `Sheet2!Name`,
+/// and the active sheet's own name hides the workbook name it shares. Hidden names and names that
+/// do not refer to a range are left out.
+pub fn go_to_names(wb: &gridcraft_model::Workbook, sheet: usize) -> Vec<String> {
+    let own: std::collections::HashSet<String> = wb.names.iter().filter(|n| n.scope == Some(sheet)).map(|n| n.name.to_ascii_lowercase()).collect();
+    let mut out: Vec<String> = wb
+        .names
+        .iter()
+        .filter(|n| !n.hidden && name_areas(wb, n, sheet, 0).is_some())
+        .filter_map(|n| match n.scope {
+            None if own.contains(&n.name.to_ascii_lowercase()) => None,
+            None => Some(n.name.clone()),
+            Some(s) if s == sheet => Some(n.name.clone()),
+            Some(s) => Some(format!("{}!{}", gridcraft_core::quote_sheet(&wb.sheet(s)?.name), n.name)),
+        })
+        .collect();
+    out.sort_by_key(|n| n.to_lowercase());
+    out.dedup_by(|a, b| a.eq_ignore_ascii_case(b));
+    out
 }
 
 fn go_to_special(s: &mut Session, p: &Json) -> Result<Json> {
@@ -1786,6 +1913,119 @@ fn begin_edit(s: &mut Session, _: &Json) -> Result<Json> {
 mod tests {
     use super::*;
 
+    /// Sheet1 and Sheet2 with a workbook range name, a name scoped to each sheet, a constant, a
+    /// formula and a hidden name.
+    fn go_to_workbook() -> Session {
+        let mut s = Session::new();
+        s.new_workbook();
+        s.execute("home.insertSheet", json!({"name": "Sheet2"})).unwrap();
+        s.execute("selection.set", json!({"sheet": 0})).unwrap();
+        let define = |s: &mut Session, name: &str, refers: &str, scope: &str| {
+            s.execute("formulas.defineName", json!({"name": name, "refersTo": refers, "scope": scope})).unwrap();
+        };
+        define(&mut s, "Price", "=Sheet1!$B$2:$B$5", "Workbook");
+        define(&mut s, "type", "=Sheet1!$D$2:$D$5", "Workbook");
+        define(&mut s, "Areas", "=Sheet1!$A$1,Sheet1!$C$3:$C$4", "Workbook");
+        define(&mut s, "Local", "=Sheet2!$C$3", "Sheet2");
+        define(&mut s, "Own", "=Sheet1!$E$1", "Sheet1");
+        define(&mut s, "Rate", "=0.07", "Workbook");
+        define(&mut s, "Total", "=SUM(Sheet1!$B$2:$B$5)", "Workbook");
+        let wb = std::sync::Arc::make_mut(&mut s.doc_mut().unwrap().wb);
+        wb.names.push(gridcraft_model::DefinedName {
+            name: "Secret".into(),
+            scope: None,
+            formula: "Sheet1!$Z$9".into(),
+            comment: String::new(),
+            hidden: true,
+        });
+        s
+    }
+
+    /// "The Go to popup window shows named ranges on every worksheet in your workbook." Names
+    /// that are not ranges, and hidden names, are not listed.
+    #[test]
+    fn go_to_lists_the_named_ranges_of_every_sheet() {
+        let mut s = go_to_workbook();
+        let list = s.execute("edit.goTo", json!({"list": true})).unwrap();
+        assert_eq!(list["names"], json!(["Areas", "Own", "Price", "Sheet2!Local", "type"]), "{list}");
+        assert_eq!(list["recent"], json!([]), "{list}");
+        // Seen from Sheet2, its own name is bare and Sheet1's is qualified.
+        s.execute("selection.set", json!({"sheet": 1})).unwrap();
+        let list = s.execute("edit.goTo", json!({"list": true})).unwrap();
+        assert_eq!(list["names"], json!(["Areas", "Local", "Price", "Sheet1!Own", "type"]), "{list}");
+    }
+
+    #[test]
+    fn go_to_a_name_scoped_to_another_sheet_goes_to_that_sheet() {
+        let mut s = go_to_workbook();
+        let out = s.execute("edit.goTo", json!({"reference": "Sheet2!Local"})).unwrap();
+        assert_eq!(out["selection"], "C3", "{out}");
+        assert_eq!(s.doc().unwrap().wb.active_sheet, 1);
+        // A name of several areas selects all of them.
+        let out = s.execute("edit.goTo", json!({"reference": "Areas"})).unwrap();
+        assert_eq!(out["selection"], "A1,C3:C4", "{out}");
+        assert_eq!(s.doc().unwrap().wb.active_sheet, 0);
+    }
+
+    /// "You can enter multiple named ranges or cell references in the Reference box. Separating
+    /// each with a comma ... Excel will highlight all the ranges."
+    #[test]
+    fn go_to_selects_every_reference_and_name_in_a_list() {
+        let mut s = go_to_workbook();
+        let out = s.execute("edit.goTo", json!({"reference": "B14:C22,F19:G30,H21:H29"})).unwrap();
+        assert_eq!(out["selection"], "B14:C22,F19:G30,H21:H29", "{out}");
+        let out = s.execute("edit.goTo", json!({"reference": "Price, Type"})).unwrap();
+        assert_eq!(out["selection"], "B2:B5,D2:D5", "{out}");
+        let out = s.execute("edit.goTo", json!({"reference": "Sheet2!$A$1,Sheet2!B2"})).unwrap();
+        assert_eq!(out["selection"], "A1,B2", "{out}");
+        assert_eq!(s.doc().unwrap().wb.active_sheet, 1);
+        // Areas on two sheets, and a part that is not a reference, leave the selection alone.
+        for bad in ["A1,Sheet1!B2", "A1,Rate", "A1,", "Total"] {
+            assert!(s.execute("edit.goTo", json!({"reference": bad})).is_err(), "{bad}");
+            assert_eq!(s.doc().unwrap().selection.a1(), "A1,B2", "{bad}");
+        }
+    }
+
+    #[test]
+    fn go_to_reads_the_parts_of_a_long_reference_one_at_a_time() {
+        let mut parts = reference_parts("A1, 'Q1, Q2'!B2,SUM(C3,D4)");
+        assert_eq!(parts.next(), Some("A1"));
+        assert_eq!(parts.next(), Some("'Q1, Q2'!B2"));
+        assert_eq!(parts.next(), Some("SUM(C3,D4)"));
+        assert_eq!(parts.next(), None);
+        assert_eq!(reference_parts("").collect::<Vec<_>>(), vec![""]);
+        let mut s = go_to_workbook();
+        let err = s.execute("edit.goTo", json!({"reference": "A1,".repeat(GO_TO_MAX_AREAS + 1)})).unwrap_err();
+        assert!(err.to_string().contains("at most"), "{err}");
+        let bad = format!("Total{}", ",".repeat(1_000_000));
+        assert!(s.execute("edit.goTo", json!({"reference": bad})).is_err());
+    }
+
+    /// "The Go to box keeps track of ranges as you enter them, and you can return to any of them."
+    #[test]
+    fn go_to_keeps_the_references_entered_newest_first() {
+        let mut s = go_to_workbook();
+        s.execute("edit.goTo", json!({"reference": "B14:C22,F19:G30", "record": true})).unwrap();
+        s.execute("edit.goTo", json!({"reference": "Sheet2!A5", "record": true})).unwrap();
+        // Names are listed already; a call without `record` (the Name Box) is not kept.
+        s.execute("edit.goTo", json!({"reference": "Price", "record": true})).unwrap();
+        s.execute("edit.goTo", json!({"reference": "Z9"})).unwrap();
+        s.execute("edit.goTo", json!({"reference": "b14:c22,f19:g30", "record": true})).unwrap();
+        let list = s.execute("edit.goTo", json!({"list": true})).unwrap();
+        assert_eq!(list["recent"], json!(["Sheet1!B14:C22,Sheet1!F19:G30", "Sheet2!A5"]), "{list}");
+        // Going back from Sheet2 to a recent reference returns to its sheet.
+        s.execute("selection.set", json!({"sheet": 1})).unwrap();
+        let out = s.execute("edit.goTo", json!({"reference": "Sheet1!B14:C22,Sheet1!F19:G30", "record": true})).unwrap();
+        assert_eq!(out["selection"], "B14:C22,F19:G30", "{out}");
+        assert_eq!(s.doc().unwrap().wb.active_sheet, 0);
+        for i in 0..GO_TO_RECENT + 2 {
+            s.execute("edit.goTo", json!({"reference": format!("A{}", i + 1), "record": true})).unwrap();
+        }
+        let list = s.execute("edit.goTo", json!({"list": true})).unwrap();
+        assert_eq!(list["recent"].as_array().map(Vec::len), Some(GO_TO_RECENT), "{list}");
+        assert_eq!(list["recent"][0], format!("Sheet1!A{}", GO_TO_RECENT + 2), "{list}");
+    }
+
     #[test]
     fn cell_set_takes_numbers_for_input_and_value() {
         // #697: a JSON number for `input` used to clear the cell instead of entering it.
diff --git a/crates/engine/src/lib.rs b/crates/engine/src/lib.rs
index b4ab60f3a..4e811e285 100644
--- a/crates/engine/src/lib.rs
+++ b/crates/engine/src/lib.rs
@@ -199,6 +199,9 @@ pub struct DocState {
     /// workbook is opened from a file, carried by content pasted from such a workbook, and never
     /// changed by a trust decision.
     pub trust: Trust,
+    /// The references `edit.goTo` with `record: true` went to in this document, newest first,
+    /// without names, each area written with its sheet (`Sheet1!B14:C22,Sheet1!F19:G30`).
+    pub go_to_recent: Vec<String>,
 }
 
 static NEXT_UID: std::sync::atomic::AtomicU64 = std::sync::atomic::AtomicU64::new(1);
@@ -285,6 +288,7 @@ impl DocState {
             content_kind: None,
             scripts_trusted,
             trust,
+            go_to_recent: vec![],
         }
     }
     pub fn is_dirty(&self) -> bool {
diff --git a/crates/ui-egui/src/dialogs.rs b/crates/ui-egui/src/dialogs.rs
index e83db2fa1..cb02a9f63 100644
--- a/crates/ui-egui/src/dialogs.rs
+++ b/crates/ui-egui/src/dialogs.rs
@@ -2320,12 +2320,28 @@ fn zoom(ui: &mut egui::Ui, d: &mut Dialog, confirm: &mut bool, open: &mut bool)
 }
 
 fn go_to(app: &mut SheetApp, ui: &mut egui::Ui, d: &mut Dialog, confirm: &mut bool) {
-    let names: Vec<String> = app.session.active().map(|doc| doc.wb.names.iter().map(|n| n.name.clone()).collect()).unwrap_or_default();
-    for n in names {
-        if ui.selectable_label(false, &n).clicked() {
-            d.values.insert("reference".into(), json!(n));
+    // The named ranges of every sheet, then the references gone to before, newest first.
+    let entries: Vec<String> = app
+        .session
+        .active()
+        .map(|doc| {
+            let mut v = gridcraft_engine::cmd::edit::go_to_names(&doc.wb, doc.wb.active_sheet);
+            v.extend(doc.go_to_recent.iter().cloned());
+            v
+        })
+        .unwrap_or_default();
+    let current = d.values.get("reference").and_then(Json::as_str).unwrap_or("").to_string();
+    egui::ScrollArea::vertical().max_height(160.0).show(ui, |ui| {
+        for n in entries {
+            let resp = ui.selectable_label(current == n, &n);
+            if resp.clicked() || resp.double_clicked() {
+                d.values.insert("reference".into(), json!(n));
+            }
+            if resp.double_clicked() {
+                *confirm = true;
+            }
         }
-    }
+    });
     let mut r = d.values.get("reference").and_then(Json::as_str).unwrap_or("").to_string();
     ui.horizontal(|ui| {
         ui.label("Reference:");
@@ -2339,7 +2355,7 @@ fn go_to(app: &mut SheetApp, ui: &mut egui::Ui, d: &mut Dialog, confirm: &mut bo
     let mut open = true;
     ok_cancel(ui, confirm, &mut open);
     if *confirm {
-        app.run_or_alert("edit.goTo", json!({"reference": r}));
+        app.run_or_alert("edit.goTo", json!({"reference": r, "record": true}));
         app.grid.ensure_visible = true;
     }
     if !open {
diff --git a/crates/ui-egui/tests/it/go_to_dialog.rs b/crates/ui-egui/tests/it/go_to_dialog.rs
new file mode 100644
index 000000000..0d005ad4b
--- /dev/null
+++ b/crates/ui-egui/tests/it/go_to_dialog.rs
@@ -0,0 +1,89 @@
+//! The Go To dialog lists the named ranges of every sheet and the references entered before; a
+//! double-click on an entry goes there.
+
+use egui::{Event, Key, Modifiers, PointerButton, Pos2, vec2};
+use egui_kittest::kittest::Queryable;
+use gridcraft_engine::Session;
+use gridcraft_ui_egui::SheetApp;
+use gridcraft_ui_egui::control::{Outcome, handle};
+use serde_json::{Value as Json, json};
+
+type Harness = egui_kittest::Harness<'static, SheetApp>;
+
+fn harness() -> Harness {
+    let mut session = Session::new();
+    session.new_workbook();
+    session.execute("home.insertSheet", json!({"name": "Sheet2"})).unwrap();
+    session.execute("selection.set", json!({"sheet": 0})).unwrap();
+    for (name, refers, scope) in [("Price", "=Sheet1!$B$2:$B$5", "Workbook"), ("Local", "=Sheet2!$C$3", "Sheet2"), ("Rate", "=0.07", "Workbook")] {
+        session.execute("formulas.defineName", json!({"name": name, "refersTo": refers, "scope": scope})).unwrap();
+    }
+    let mut h = egui_kittest::Harness::builder().with_step_dt(1.0 / 60.0).with_size(vec2(1200.0, 800.0)).build_ui_state(
+        |ui, app: &mut SheetApp| {
+            app.logic(ui.ctx());
+            app.ui(ui);
+        },
+        SheetApp::new(session, Default::default()),
+    );
+    h.run_steps(4);
+    h
+}
+
+fn control(h: &mut Harness, method: &str, params: Json) -> Json {
+    let ctx = h.ctx.clone();
+    let out = match handle(h.state_mut(), &ctx, method, &params) {
+        Outcome::Done(v) => v,
+        Outcome::Screenshot { .. } => json!(null),
+    };
+    h.run_steps(2);
+    out
+}
+
+fn button(h: &mut Harness, pos: Pos2, pressed: bool) {
+    h.input_mut()
+        .events
+        .extend([Event::PointerMoved(pos), Event::PointerButton { pos, button: PointerButton::Primary, pressed, modifiers: Modifiers::NONE }]);
+    h.step();
+}
+
+fn double_click(h: &mut Harness, label: &str) {
+    let pos = h.get_by_label(label).rect().center();
+    button(h, pos, true);
+    button(h, pos, false);
+    button(h, pos, true);
+    button(h, pos, false);
+    h.run_steps(2);
+}
+
+fn place(h: &Harness) -> (usize, String) {
+    let d = h.state().session.active().unwrap();
+    (d.wb.active_sheet, d.selection.a1())
+}
+
+#[test]
+fn double_clicking_a_name_scoped_to_another_sheet_goes_there() {
+    let mut h = harness();
+    control(&mut h, "ui.dialog", json!({"name": "goTo"}));
+    assert!(h.query_by_label("Price").is_some(), "a workbook range name is listed");
+    assert!(h.query_by_label("Rate").is_none(), "a constant is not a named range");
+    double_click(&mut h, "Sheet2!Local");
+    assert!(h.state().dialog.is_none(), "the dialog closed");
+    assert_eq!(place(&h), (1, "C3".to_string()));
+}
+
+#[test]
+fn a_reference_entered_is_listed_and_a_double_click_returns_to_it() {
+    let mut h = harness();
+    control(&mut h, "ui.dialog", json!({"name": "goTo"}));
+    control(&mut h, "ui.dialog.set", json!({"field": "reference", "value": "B14:C22,F19:G30"}));
+    h.key_press(Key::Enter);
+    h.run_steps(2);
+    assert!(h.state().dialog.is_none(), "Enter went");
+    assert_eq!(place(&h), (0, "B14:C22,F19:G30".to_string()));
+
+    control(&mut h, "selection.set", json!({"sheet": 1}));
+    control(&mut h, "ui.dialog", json!({"name": "goTo"}));
+    double_click(&mut h, "Sheet1!B14:C22,Sheet1!F19:G30");
+    assert!(h.state().dialog.is_none(), "the dialog closed");
+    assert_eq!(place(&h), (0, "B14:C22,F19:G30".to_string()));
+}
diff --git a/crates/ui-egui/tests/it/main.rs b/crates/ui-egui/tests/it/main.rs
index 3a9769c1c..4b3626570 100644
--- a/crates/ui-egui/tests/it/main.rs
+++ b/crates/ui-egui/tests/it/main.rs
@@ -38,6 +38,7 @@ mod formula_locale;
 mod formula_point_headers;
 mod formula_popup;
 mod freeze_handles;
+mod go_to_dialog;
 mod header_autofit;
 mod header_column_drag;
 mod host_chrome;
diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..08c7d35de 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -1,6 +1,6 @@
 # UI parity
 
-> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-23 · **Change:** minor (New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
+> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-24 · **Change:** minor (Go To lists the named ranges of every sheet and the references entered before, and takes several names or references separated by commas; New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
 
 Interaction, controls and feel, against Excel. Part of [target-app-parity.md](target-app-parity.md).
 **UI/UX fidelity: ~55% ready, 50–80 h** (estimated). Ribbon command coverage is measured
@@ -152,6 +152,9 @@ Seek, Scenario Manager, Data Analysis, Forecast Sheet and others exist. Missing
 Solver, Power Query editor, Insert Object, Equation editor, Protect/Allow Edit Ranges,
 Workbook Links, Accessibility checker. Like Excel's, every dialog opens centred and moves by its
 title bar, keeping its place while it is open (#1250).
+Go To lists the named ranges of every sheet (a name scoped to another sheet as `Sheet2!Name`) and
+the references entered before; a double-click goes to one. Its Reference box takes several names
+or references separated by commas (`Price, Type`, `B14:C22,F19:G30`) and selects them all.
 New Formatting Rule's formula box points like the formula bar: a click on the grid writes the
 cell's absolute reference at the caret (`=$B$2`) and a drag a range, leaving the selection the rule
 applies to as it is (#2348). Other dialogs' reference fields don't take clicks yet.
@@ -178,6 +181,7 @@ scrollbar bugs 2–4 · pixel/feel pass against observed Excel 7–12.
 
 | Date | Change | Summary |
 |---|---|---|
+| 2026-10-24 | minor | Go To lists the named ranges on every sheet, as Excel's does ("The Go to popup window shows named ranges on every worksheet in your workbook"): a name scoped to another sheet appears as `Sheet2!Name`, and hidden names, constants and formulas are left out. It keeps the references entered (newest first, ten at most), and a double-click on an entry goes there. The Reference box and `edit.goTo` take several names or references separated by commas (`Price, Type`, `B14:C22,F19:G30,H21:H29`) and select them all; `edit.goTo {list: true}` returns the list |
 | 2026-10-23 | minor | Conditional Formatting ▸ New Rule, formula: clicking a cell on the grid writes its absolute reference at the formula box's caret (`=$B$2`, an empty box starts with `=`), a drag writes a range (`$B$2:$C$4`) and a second click replaces the reference just written, as in Excel ("Selecting cells on the worksheet inserts absolute cell references"). The selection the rule applies to doesn't move, and the box keeps the keyboard. After an operand (`=A1>5`) the click does nothing (#2348) |
 | 2026-10-23 | minor | Frozen panes: Page Up, Ctrl+Up and Shift variants that move from the scrolled rows into the frozen ones bring the scrolled rows back to the top, so the rows in between are seen again (Page Up from far down used to end on row 1 with the view still a page down); Ctrl+Left and Alt+Page Up do the same for frozen columns. Other ways of selecting a frozen cell (click, Find, Go To, Undo, formula pointing) leave the view where it is |
 | 2026-10-23 | minor | After a left-drag of the fill handle an Auto Fill Options button sits below the filled cells; its menu redoes the fill as Copy Cells, Fill Series, Fill Formatting Only or Fill Without Formatting (undoes the drag's fill, then `edit.autoFill` in that mode). It goes away when the workbook changes or the selection moves (#1403) |

From 7bc390d0fbe790230d682acb6c97ba990760f6bd Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 02:29:49 -0700
Subject: [PATCH 07/34] Status bar: a right-click opens a statistics menu, with
 Numerical Count, Minimum and Maximum added

The status bar always showed Average, Count and Sum for a selection of
several cells and had no menu. A right-click on it now opens a menu with
Average, Count, Numerical Count, Minimum, Maximum and Sum, as in Excel.
Average, Count and Sum are on by default; the other three are off.

The text on the status bar can no longer be selected, so a right-click
on the mode text or a statistic opens the menu as well. The zoom and
view controls handle their own clicks as before.

The choice is a preference set with the new view.statusBar command and
kept in prefs.json. A prefs.json without it keeps the defaults.
---
 ROADMAP.md                                 |   1 +
 crates/engine/src/cmd/view.rs              |  51 ++++++++
 crates/engine/src/lib.rs                   |  22 ++++
 crates/ui-egui/src/tabs.rs                 | 132 +++++++++++++++------
 crates/ui-egui/tests/it/main.rs            |   1 +
 crates/ui-egui/tests/it/status_bar_menu.rs |  60 ++++++++++
 docs/ui-parity.md                          |   5 +-
 7 files changed, 237 insertions(+), 35 deletions(-)
 create mode 100644 crates/ui-egui/tests/it/status_bar_menu.rs

diff --git a/ROADMAP.md b/ROADMAP.md
index da06359b5..3b50a62be 100644
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -135,6 +135,7 @@ Ranked; estimates in Opus 5.5 agent-hours. Detail and the full beta-gate list in
 
 | Date | What landed |
 |---|---|
+| 2026-10-24 | Status bar: a right-click opens a menu that sets which selection statistics show (Average, Count and Sum by default; Numerical Count, Minimum and Maximum are new), kept with the preferences (`view.statusBar`) |
 | 2026-10-23 | Accounting negatives in text: `$(1,234)`, `$ (5)` and `(5)%` read as negative numbers when typed, coerced by arithmetic or passed to VALUE, like Excel 365; `(-5)`, `((5))`, `$5%` and dates or times in parentheses stay text |
 | 2026-10-23 | Calc: `INDEX(A1:C3,2)` (one index on a reference of several rows and columns) is `#REF!` as in Excel, instead of the whole row; `INDEX(A1:C3,2,)` still gives the row |
 | 2026-10-22 | Formula hardening: digits too many for a finite number are text, so `"1 <400 digits>/<400 digits>"` no longer coerces to NaN; a NaN column index in VLOOKUP, HLOOKUP and the D-functions is `#VALUE!` instead of an index underflow; REGEXREPLACE stops building a result as soon as it can only be too long (a worst case went from 1 GB to 7 MB) (#2163, #2162) |
diff --git a/crates/engine/src/cmd/view.rs b/crates/engine/src/cmd/view.rs
index b42aec9a6..3c343da76 100644
--- a/crates/engine/src/cmd/view.rs
+++ b/crates/engine/src/cmd/view.rs
@@ -44,6 +44,15 @@ pub fn specs() -> Vec<CommandSpec> {
             s.prefs.formula_bar = bool_param(p, "on").unwrap_or(!s.prefs.formula_bar);
             Ok(json!({"on": s.prefs.formula_bar}))
         }),
+        cmd!(
+            query "view.statusBar",
+            "Customize Status Bar",
+            [],
+            None,
+            "{average?, count?, numericalCount?, minimum?, maximum?, sum?: bool (the statistics shown for a selection; returns all six)}",
+            always,
+            status_bar
+        ),
         cmd!("view.zoomToSelection", "Zoom to Selection", ["View", "Zoom"], None, "{viewWidth?, viewHeight?}", has_doc, zoom_selection),
         cmd!("pageLayout.orientation", "Orientation", ["Page Layout", "Page Setup"], None, "{orientation: portrait|landscape}", has_doc, orientation),
         cmd!(
@@ -187,6 +196,30 @@ fn show_objects(s: &mut Session, p: &Json) -> Result<Json> {
     })
 }
 
+fn status_bar(s: &mut Session, p: &Json) -> Result<Json> {
+    let st = &mut s.prefs.status_bar;
+    for (key, flag) in [
+        ("average", &mut st.average),
+        ("count", &mut st.count),
+        ("numericalCount", &mut st.numerical_count),
+        ("minimum", &mut st.minimum),
+        ("maximum", &mut st.maximum),
+        ("sum", &mut st.sum),
+    ] {
+        if let Some(on) = bool_param(p, key) {
+            *flag = on;
+        }
+    }
+    Ok(json!({
+        "average": st.average,
+        "count": st.count,
+        "numericalCount": st.numerical_count,
+        "minimum": st.minimum,
+        "maximum": st.maximum,
+        "sum": st.sum,
+    }))
+}
+
 fn zoom(s: &mut Session, p: &Json) -> Result<Json> {
     let z = f64_param(p, "percent").ok_or_else(|| bad("view.zoom", "missing `percent`"))?.clamp(10.0, 400.0) as u16;
     let d = s.doc_mut()?;
@@ -478,4 +511,22 @@ mod tests {
         let old: crate::Prefs = serde_json::from_str(r#"{"userName": "Ann"}"#).unwrap();
         assert!(old.formula_bar);
     }
+
+    #[test]
+    fn status_bar_statistics_default_to_average_count_and_sum_and_turn_on_one_at_a_time() {
+        let mut s = Session::new();
+        let all = json!({"average": true, "count": true, "numericalCount": false, "minimum": false, "maximum": false, "sum": true});
+        assert_eq!(s.execute("view.statusBar", json!({})).unwrap(), all);
+        let r = s.execute("view.statusBar", json!({"minimum": true, "sum": false, "count": "yes"})).unwrap();
+        assert_eq!(r, json!({"average": true, "count": true, "numericalCount": false, "minimum": true, "maximum": false, "sum": false}));
+        assert!(s.prefs.status_bar.minimum && !s.prefs.status_bar.sum);
+        // A prefs.json saved before the option existed, or with only some of the six, keeps the defaults for the rest.
+        let old: crate::Prefs = serde_json::from_str(r#"{"userName": "Ann"}"#).unwrap();
+        assert_eq!(old.status_bar, crate::StatusBarStats::default());
+        let part: crate::Prefs = serde_json::from_str(r#"{"statusBar": {"maximum": true}}"#).unwrap();
+        assert!(part.status_bar.maximum && part.status_bar.average && part.status_bar.sum && !part.status_bar.minimum);
+        let saved = serde_json::to_value(&s.prefs).unwrap();
+        assert_eq!(saved["statusBar"]["minimum"], true);
+        assert_eq!(saved["statusBar"]["numericalCount"], false);
+    }
 }
diff --git a/crates/engine/src/lib.rs b/crates/engine/src/lib.rs
index b4ab60f3a..b64eddcce 100644
--- a/crates/engine/src/lib.rs
+++ b/crates/engine/src/lib.rs
@@ -347,6 +347,27 @@ pub struct Prefs {
     pub user_dictionary: Vec<String>,
     /// View › Show › Formula Bar (an application option in Excel, not saved in the file).
     pub formula_bar: bool,
+    /// The statistics the status bar shows for a selection (right-click the status bar).
+    pub status_bar: StatusBarStats,
+}
+
+/// The selection statistics shown on the status bar, set with `view.statusBar`. Excel turns on
+/// Average, Count and Sum by default.
+#[derive(Clone, Copy, Debug, PartialEq, Eq, Serialize, serde::Deserialize)]
+#[serde(default, rename_all = "camelCase")]
+pub struct StatusBarStats {
+    pub average: bool,
+    pub count: bool,
+    pub numerical_count: bool,
+    pub minimum: bool,
+    pub maximum: bool,
+    pub sum: bool,
+}
+
+impl Default for StatusBarStats {
+    fn default() -> Self {
+        StatusBarStats { average: true, count: true, numerical_count: false, minimum: false, maximum: false, sum: true }
+    }
 }
 
 impl Default for Prefs {
@@ -361,6 +382,7 @@ impl Default for Prefs {
             r1c1: false,
             user_dictionary: vec![],
             formula_bar: true,
+            status_bar: StatusBarStats::default(),
         }
     }
 }
diff --git a/crates/ui-egui/src/tabs.rs b/crates/ui-egui/src/tabs.rs
index bc6fcc1d8..e7d352d7d 100644
--- a/crates/ui-egui/src/tabs.rs
+++ b/crates/ui-egui/src/tabs.rs
@@ -262,6 +262,13 @@ pub fn status_bar(app: &mut SheetApp, ui: &mut Ui) {
     egui::Panel::bottom("status_bar").exact_size(26.0).frame(egui::Frame::NONE.fill(t.status_bar).inner_margin(egui::Margin::symmetric(12, 0))).show(
         ui,
         |ui| {
+            // A right-click anywhere on the status bar opens the statistics menu, the text included, so its labels are not
+            // selectable. The zoom and view controls sense clicks and handle their own.
+            let background = ui.interact(ui.max_rect(), egui::Id::new("gridcraft.status_bar"), Sense::click());
+            background.context_menu(|ui| status_bar_menu(app, ui));
+            let text = |ui: &mut Ui, rich: egui::RichText| {
+                ui.add(egui::Label::new(rich).selectable(false));
+            };
             ui.horizontal_centered(|ui| {
                 let mode = match app.session.mode {
                     gridcraft_engine::Mode::Ready => "Ready",
@@ -269,25 +276,26 @@ pub fn status_bar(app: &mut SheetApp, ui: &mut Ui) {
                     gridcraft_engine::Mode::Edit => "Edit",
                     gridcraft_engine::Mode::Point => "Point",
                 };
-                ui.label(egui::RichText::new(app.ui.language.tr(mode)).font(theme::ui_font(12.5)).color(t.text_dim));
+                text(ui, egui::RichText::new(app.ui.language.tr(mode)).font(theme::ui_font(12.5)).color(t.text_dim));
                 if let Some(d) = app.session.active() {
                     if d.wb.vba_project.is_some() {
                         ui.add_space(12.0);
-                        ui.label(egui::RichText::new("Macros preserved (not executed)").font(theme::ui_font(12.5)).color(t.danger));
+                        text(ui, egui::RichText::new("Macros preserved (not executed)").font(theme::ui_font(12.5)).color(t.danger));
                     }
                     if d.wb.calc.mode == gridcraft_engine::model::CalcMode::Manual {
                         ui.add_space(12.0);
-                        ui.label(egui::RichText::new(app.ui.language.tr("Calculate")).font(theme::ui_font(12.5)).color(t.text_dim));
+                        text(ui, egui::RichText::new(app.ui.language.tr("Calculate")).font(theme::ui_font(12.5)).color(t.text_dim));
                     }
                     if !d.calc.circular.is_empty() {
                         ui.add_space(12.0);
                         let (si, c) = d.calc.circular[0];
                         let name = d.wb.sheet(si).map(|s| s.name.clone()).unwrap_or_default();
-                        ui.label(egui::RichText::new(format!("Circular References: {name}!{}", c.a1())).font(theme::ui_font(12.5)).color(t.danger));
+                        text(ui, egui::RichText::new(format!("Circular References: {name}!{}", c.a1())).font(theme::ui_font(12.5)).color(t.danger));
                     }
                     if app.session.clipboard.is_some() && app.editor.is_none() {
                         ui.add_space(12.0);
-                        ui.label(
+                        text(
+                            ui,
                             egui::RichText::new(app.ui.language.tr("Select destination and press Enter or choose Paste"))
                                 .font(theme::ui_font(12.5))
                                 .color(t.text_dim),
@@ -336,34 +344,10 @@ pub fn status_bar(app: &mut SheetApp, ui: &mut Ui) {
                         }
                     }
                     ui.add_space(16.0);
-                    // Average / Count / Sum.
-                    if let Some(d) = app.session.active()
-                        && let Some(sh) = d.wb.active()
-                        && !d.selection.is_single_cell()
-                    {
-                        let st = gridcraft_engine::display::stats(sh, &d.selection.ranges);
-                        let fmt = |v: f64| {
-                            let code = d.wb.styles.get(sh.style_id(d.selection.active)).num_fmt.as_str().to_string();
-                            let code = if code == "General" { "#,##0.##########".to_string() } else { code };
-                            gridcraft_engine::display::format(&gridcraft_engine::core::Value::Number(v), &code, &d.wb)
-                                .text
-                                .trim_end_matches('.')
-                                .to_string()
-                        };
-                        let mut parts = Vec::new();
-                        if st.numeric > 0 {
-                            parts.push(format!("Sum: {}", fmt(st.sum)));
-                        }
-                        if st.count > 0 {
-                            parts.push(format!("Count: {}", st.count));
-                        }
-                        if let Some(a) = st.average {
-                            parts.push(format!("Average: {}", fmt(a)));
-                        }
-                        for p in parts {
-                            ui.label(egui::RichText::new(p).font(theme::ui_font(12.5)).color(t.text_dim));
-                            ui.add_space(10.0);
-                        }
+                    // The layout runs right to left, so the last statistic is drawn first.
+                    for p in selection_statistics(app).into_iter().rev() {
+                        text(ui, egui::RichText::new(p).font(theme::ui_font(12.5)).color(t.text_dim));
+                        ui.add_space(10.0);
                     }
                 });
             });
@@ -371,6 +355,64 @@ pub fn status_bar(app: &mut SheetApp, ui: &mut Ui) {
     );
 }
 
+/// The statistics the status bar shows for a selection of more than one cell, left to right: Average, Count,
+/// Numerical Count, Minimum, Maximum, Sum. Each one shows when it is turned on (`view.statusBar`)
+/// and the selection has a value for it.
+pub(crate) fn selection_statistics(app: &SheetApp) -> Vec<String> {
+    let Some(d) = app.session.active() else { return vec![] };
+    let Some(sh) = d.wb.active() else { return vec![] };
+    if d.selection.is_single_cell() {
+        return vec![];
+    }
+    let on = app.session.prefs.status_bar;
+    let st = gridcraft_engine::display::stats(sh, &d.selection.ranges);
+    let fmt = |v: f64| {
+        let code = d.wb.styles.get(sh.style_id(d.selection.active)).num_fmt.as_str().to_string();
+        let code = if code == "General" { "#,##0.##########".to_string() } else { code };
+        gridcraft_engine::display::format(&gridcraft_engine::core::Value::Number(v), &code, &d.wb).text.trim_end_matches('.').to_string()
+    };
+    let mut parts = Vec::new();
+    if on.average
+        && let Some(a) = st.average
+    {
+        parts.push(format!("Average: {}", fmt(a)));
+    }
+    if on.count && st.count > 0 {
+        parts.push(format!("Count: {}", st.count));
+    }
+    if on.numerical_count && st.count > 0 {
+        parts.push(format!("Numerical Count: {}", st.numeric));
+    }
+    if on.minimum && st.numeric > 0 {
+        parts.push(format!("Minimum: {}", fmt(st.min)));
+    }
+    if on.maximum && st.numeric > 0 {
+        parts.push(format!("Maximum: {}", fmt(st.max)));
+    }
+    if on.sum && st.numeric > 0 {
+        parts.push(format!("Sum: {}", fmt(st.sum)));
+    }
+    parts
+}
+
+/// The status bar's context menu: a check item for each statistic, each one running `view.statusBar`.
+fn status_bar_menu(app: &mut SheetApp, ui: &mut Ui) {
+    ui.set_min_width(180.0);
+    let st = app.session.prefs.status_bar;
+    for (key, label, mut on) in [
+        ("average", "Average", st.average),
+        ("count", "Count", st.count),
+        ("numericalCount", "Numerical Count", st.numerical_count),
+        ("minimum", "Minimum", st.minimum),
+        ("maximum", "Maximum", st.maximum),
+        ("sum", "Sum", st.sum),
+    ] {
+        if ui.checkbox(&mut on, app.ui.language.tr(label)).changed() {
+            app.run_or_alert("view.statusBar", json!({ key: on }));
+        }
+    }
+}
+
 #[cfg(test)]
 mod tests {
     use super::{activate_sheet, drop_copies_sheet, navigator_items, rename_needs_focus, tab_drop};
@@ -396,6 +438,30 @@ mod tests {
         app.session.active().unwrap().wb.sheets.iter().map(|s| s.name.clone()).collect()
     }
 
+    #[test]
+    fn status_bar_shows_the_statistics_that_are_turned_on_in_order() {
+        let mut session = gridcraft_engine::Session::default();
+        session.new_workbook();
+        let mut app = SheetApp::new(session, Default::default());
+        for (cell, input) in [("A1", "4"), ("A2", "-1"), ("A3", "x"), ("A4", "9")] {
+            app.run("cell.set", json!({"cell": cell, "input": input})).unwrap();
+        }
+        app.run("selection.set", json!({"range": "A1:A5"})).unwrap();
+        assert_eq!(super::selection_statistics(&app), ["Average: 4", "Count: 4", "Sum: 12"]);
+        app.run("view.statusBar", json!({"numericalCount": true, "minimum": true, "maximum": true})).unwrap();
+        assert_eq!(super::selection_statistics(&app), ["Average: 4", "Count: 4", "Numerical Count: 3", "Minimum: -1", "Maximum: 9", "Sum: 12"]);
+        app.run("view.statusBar", json!({"average": false, "count": false, "sum": false})).unwrap();
+        assert_eq!(super::selection_statistics(&app), ["Numerical Count: 3", "Minimum: -1", "Maximum: 9"]);
+        // Text only: Count and Numerical Count, nothing that needs a number.
+        app.run("view.statusBar", json!({"average": true, "count": true, "sum": true})).unwrap();
+        app.run("cell.set", json!({"cell": "B1", "input": "a"})).unwrap();
+        app.run("cell.set", json!({"cell": "B2", "input": "b"})).unwrap();
+        app.run("selection.set", json!({"range": "B1:B2"})).unwrap();
+        assert_eq!(super::selection_statistics(&app), ["Count: 2", "Numerical Count: 0"]);
+        app.run("selection.set", json!({"range": "A1"})).unwrap();
+        assert!(super::selection_statistics(&app).is_empty(), "one cell shows no statistics");
+    }
+
     #[test]
     fn copy_drop_modifier_is_ctrl_or_cmd_or_option_on_mac() {
         // egui reports Ctrl as `command` too off macOS, and Cmd as `mac_cmd` and `command` on macOS.
diff --git a/crates/ui-egui/tests/it/main.rs b/crates/ui-egui/tests/it/main.rs
index 3a9769c1c..e1323194c 100644
--- a/crates/ui-egui/tests/it/main.rs
+++ b/crates/ui-egui/tests/it/main.rs
@@ -77,6 +77,7 @@ mod sheet_tabs;
 mod show_objects;
 mod shrink_to_fit;
 mod sort_dialog_columns;
+mod status_bar_menu;
 mod symbol_glyphs;
 mod system_theme;
 mod table_headings;
diff --git a/crates/ui-egui/tests/it/status_bar_menu.rs b/crates/ui-egui/tests/it/status_bar_menu.rs
new file mode 100644
index 000000000..148824921
--- /dev/null
+++ b/crates/ui-egui/tests/it/status_bar_menu.rs
@@ -0,0 +1,60 @@
+//! Right-clicking the status bar opens a menu that turns its selection statistics on and off.
+
+use egui::{Event, Modifiers, PointerButton, Pos2, pos2, vec2};
+use egui_kittest::kittest::Queryable;
+use gridcraft_engine::Session;
+use gridcraft_ui_egui::SheetApp;
+use serde_json::json;
+
+type Harness = egui_kittest::Harness<'static, SheetApp>;
+
+fn harness() -> Harness {
+    let mut session = Session::new();
+    session.new_workbook();
+    for (cell, input) in [("A1", "4"), ("A2", "-1"), ("A3", "9")] {
+        session.execute("cell.set", json!({"cell": cell, "input": input})).unwrap();
+    }
+    session.execute("selection.set", json!({"range": "A1:A3"})).unwrap();
+    let mut h = egui_kittest::Harness::builder().with_size(vec2(1200.0, 800.0)).build_ui_state(
+        |ui, app: &mut SheetApp| {
+            app.logic(ui.ctx());
+            app.ui(ui);
+        },
+        SheetApp::new(session, Default::default()),
+    );
+    h.run_steps(4);
+    h
+}
+
+fn right_click(h: &mut Harness, pos: Pos2) {
+    h.input_mut().events.push(Event::PointerMoved(pos));
+    h.run_steps(1);
+    for pressed in [true, false] {
+        h.input_mut().events.push(Event::PointerButton { pos, button: PointerButton::Secondary, pressed, modifiers: Modifiers::NONE });
+        h.run_steps(1);
+    }
+    h.run_steps(3);
+}
+
+#[test]
+fn right_clicking_the_status_bar_turns_on_minimum() {
+    let mut h = harness();
+    assert!(h.query_by_label("Sum: 12").is_some(), "Sum is on by default");
+    assert!(h.query_by_label("Minimum: -1").is_none(), "Minimum is off by default");
+    // An empty stretch of the 26-point status bar, between the mode text and the statistics.
+    right_click(&mut h, pos2(300.0, 787.0));
+    h.get_by_label("Minimum").click();
+    h.run_steps(4);
+    assert!(h.state().session.prefs.status_bar.minimum);
+    assert!(h.query_by_label("Minimum: -1").is_some(), "the status bar shows the minimum of the selection");
+}
+
+#[test]
+fn right_clicking_the_status_bar_text_opens_the_menu() {
+    for text in ["Sum: 12", "Ready"] {
+        let mut h = harness();
+        let pos = h.get_by_label(text).rect().center();
+        right_click(&mut h, pos);
+        assert!(h.query_by_label("Numerical Count").is_some(), "a right-click on {text:?} opens the statistics menu");
+    }
+}
diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..e9ee8d2ea 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -1,6 +1,6 @@
 # UI parity
 
-> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-23 · **Change:** minor (New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
+> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-24 · **Change:** minor (right-clicking the status bar opens a menu of its statistics, with Numerical Count, Minimum and Maximum added; New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
 
 Interaction, controls and feel, against Excel. Part of [target-app-parity.md](target-app-parity.md).
 **UI/UX fidelity: ~55% ready, 50–80 h** (estimated). Ribbon command coverage is measured
@@ -26,7 +26,7 @@ Sources: `crates/ui-egui/src` (ribbon, grid, editor, formula bar, dialogs, panes
 | Formula bar with Name Box, expand, function hints | yes | yes | done; dynamic-array spill children show the source formula muted and read-only, using current spill ownership |
 | Sheet tabs: rename, reorder, colour, hide, scroll | yes | yes | active tab revealed on navigation and resize (#681); manual wheel/trackpad browsing preserved; rename focus bug on macOS (#145) |
 | Sheet tabs: rename, reorder, colour, hide, scroll | yes | yes | active tab revealed on navigation and resize (#681); New sheet (+) right after the last tab, the strip capped at 60% of the bar (#943); manual wheel/trackpad browsing preserved; next/previous skips Hidden and VeryHidden sheets and retains the current sheet and selection when no visible destination exists; rename focus bug on macOS (#145) |
-| Status bar: Sum/Count/Average and more, view buttons, zoom | yes | yes | customizable statistics partial |
+| Status bar: Sum/Count/Average and more, view buttons, zoom | yes | yes; a right-click on the status bar opens a menu that turns the statistics on and off (Average, Count, Numerical Count, Minimum, Maximum, Sum; `view.statusBar`) | done for the statistics; the other status bar options are not customizable |
 | Task panes (Format Chart, Comments, Watch, Selection, PivotTable fields) | yes | yes; PivotTable source-field list scrollbar sits at the right edge of its pane | element-level Format pane for shapes and pictures missing |
 | Backstage (File) view: Info, New with templates, Open recent, Export, Options | yes | partial | Options dialog and template gallery missing |
 | Dark mode, system appearance | yes | yes | done (10-09); follows the system on first run, title-bar switch and File › Display theme (#194, #239) |
@@ -178,6 +178,7 @@ scrollbar bugs 2–4 · pixel/feel pass against observed Excel 7–12.
 
 | Date | Change | Summary |
 |---|---|---|
+| 2026-10-24 | minor | Right-clicking the status bar opens a menu of its statistics, as in Excel ("If you want to customize the status bar, right-click it, and then click the options that you want"): Average, Count and Sum are on by default, and Numerical Count, Minimum and Maximum are new and off by default. The choice is a preference (`view.statusBar`), kept in `prefs.json` |
 | 2026-10-23 | minor | Conditional Formatting ▸ New Rule, formula: clicking a cell on the grid writes its absolute reference at the formula box's caret (`=$B$2`, an empty box starts with `=`), a drag writes a range (`$B$2:$C$4`) and a second click replaces the reference just written, as in Excel ("Selecting cells on the worksheet inserts absolute cell references"). The selection the rule applies to doesn't move, and the box keeps the keyboard. After an operand (`=A1>5`) the click does nothing (#2348) |
 | 2026-10-23 | minor | Frozen panes: Page Up, Ctrl+Up and Shift variants that move from the scrolled rows into the frozen ones bring the scrolled rows back to the top, so the rows in between are seen again (Page Up from far down used to end on row 1 with the view still a page down); Ctrl+Left and Alt+Page Up do the same for frozen columns. Other ways of selecting a frozen cell (click, Find, Go To, Undo, formula pointing) leave the view where it is |
 | 2026-10-23 | minor | After a left-drag of the fill handle an Auto Fill Options button sits below the filled cells; its menu redoes the fill as Copy Cells, Fill Series, Fill Formatting Only or Fill Without Formatting (undoes the drag's fill, then `edit.autoFill` in that mode). It goes away when the workbook changes or the selection moves (#1403) |

From 07890b47f8545ea71385a6f4b996a4a0a1ae2fe7 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 03:41:44 -0700
Subject: [PATCH 08/34] Keyboard: Ctrl+Shift+U expands and collapses the
 formula bar instead of underlining

Ctrl+Shift+U ran the Ctrl+U shortcut on Windows and Linux and underlined
the selection. In Excel it expands or collapses the formula bar, on
Windows and as Control+Shift+U on a Mac. It now does that on the grid
and in the cell editor or formula bar while editing, and the entry stays
open.

The new UI command view.expandFormulaBar {on?} sets the state, or
toggles it without a parameter, and returns {on}. The chevron at the end
of the formula bar is unchanged.
---
 ROADMAP.md                                    |  1 +
 crates/ui-egui/src/control.rs                 |  1 +
 crates/ui-egui/src/formula_bar.rs             |  4 +
 crates/ui-egui/src/keymap.rs                  |  2 +
 crates/ui-egui/src/lib.rs                     |  4 +
 crates/ui-egui/tests/it/formula_bar_expand.rs | 95 +++++++++++++++++++
 crates/ui-egui/tests/it/main.rs               |  1 +
 docs/ui-parity.md                             |  8 +-
 8 files changed, 113 insertions(+), 3 deletions(-)
 create mode 100644 crates/ui-egui/tests/it/formula_bar_expand.rs

diff --git a/ROADMAP.md b/ROADMAP.md
index da06359b5..1d9cf5f48 100644
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -135,6 +135,7 @@ Ranked; estimates in Opus 5.5 agent-hours. Detail and the full beta-gate list in
 
 | Date | What landed |
 |---|---|
+| 2026-10-24 | Ctrl+Shift+U (Control+Shift+U on a Mac) expands and collapses the formula bar, on the grid and while editing (`view.expandFormulaBar`); on Windows and Linux it used to underline |
 | 2026-10-23 | Accounting negatives in text: `$(1,234)`, `$ (5)` and `(5)%` read as negative numbers when typed, coerced by arithmetic or passed to VALUE, like Excel 365; `(-5)`, `((5))`, `$5%` and dates or times in parentheses stay text |
 | 2026-10-23 | Calc: `INDEX(A1:C3,2)` (one index on a reference of several rows and columns) is `#REF!` as in Excel, instead of the whole row; `INDEX(A1:C3,2,)` still gives the row |
 | 2026-10-22 | Formula hardening: digits too many for a finite number are text, so `"1 <400 digits>/<400 digits>"` no longer coerces to NaN; a NaN column index in VLOOKUP, HLOOKUP and the D-functions is `#VALUE!` instead of an index underflow; REGEXREPLACE stops building a result as soon as it can only be too long (a worst case went from 1 GB to 7 MB) (#2163, #2162) |
diff --git a/crates/ui-egui/src/control.rs b/crates/ui-egui/src/control.rs
index 11d535ac4..8e29bccb4 100644
--- a/crates/ui-egui/src/control.rs
+++ b/crates/ui-egui/src/control.rs
@@ -230,6 +230,7 @@ pub fn handle(app: &mut SheetApp, ctx: &egui::Context, method: &str, p: &Json) -
             for (id, label, params) in [
                 ("ui.ribbonTab", "Ribbon Tab", ""),
                 ("view.collapseRibbon", "Collapse Ribbon", ""),
+                ("view.expandFormulaBar", "Expand Formula Bar", "{on?: bool} (toggles without it) → {on}"),
                 ("view.darkMode", "Dark Mode", ""),
                 ("view.theme", "Display Theme", ""),
                 ("view.animations", "Animations", "{on?: bool} (toggles without it) → {on}"),
diff --git a/crates/ui-egui/src/formula_bar.rs b/crates/ui-egui/src/formula_bar.rs
index b88699f57..3a33f3867 100644
--- a/crates/ui-egui/src/formula_bar.rs
+++ b/crates/ui-egui/src/formula_bar.rs
@@ -290,6 +290,10 @@ pub fn editor_widget(app: &mut SheetApp, ui: &mut egui::Ui, id: egui::Id, font:
                 state.store(ui.ctx(), id);
             }
         }
+        // Ctrl+Shift+U (Control+Shift+U on a Mac) expands or collapses the formula bar while editing too.
+        if ui.input_mut(|i| i.consume_key(egui::Modifiers::CTRL | egui::Modifiers::SHIFT, Key::U)) {
+            app.run_or_alert("view.expandFormulaBar", json!({}));
+        }
     }
     // The text widget.
     let refs = formula_refs(&ed.text);
diff --git a/crates/ui-egui/src/keymap.rs b/crates/ui-egui/src/keymap.rs
index 5840036a1..03bd2d655 100644
--- a/crates/ui-egui/src/keymap.rs
+++ b/crates/ui-egui/src/keymap.rs
@@ -103,6 +103,8 @@ pub fn lookup(key: Key, physical: Option<Key>, m: Modifiers, mac: bool) -> Optio
         L if (cmd || ctrl) && s => run("data.filter"),
         L if cmd && mac => run("home.alignLeft"),
         L if ctrl && mac => Shortcut::Dialog("defineName", json!({})),
+        // Ctrl+Shift+U (Control+Shift+U in Excel for Mac) expands or collapses the formula bar.
+        U if ctrl && s => run("view.expandFormulaBar"),
         U if ctrl && mac && !s => Shortcut::Edit,
         L if cmd => run("insert.table"),
         E if cmd && mac && !s => run("home.alignCenter"),
diff --git a/crates/ui-egui/src/lib.rs b/crates/ui-egui/src/lib.rs
index 14c442331..5b421a4db 100644
--- a/crates/ui-egui/src/lib.rs
+++ b/crates/ui-egui/src/lib.rs
@@ -632,6 +632,10 @@ impl SheetApp {
                 self.ui.ribbon_collapsed = !self.ui.ribbon_collapsed;
                 Ok(Json::Null)
             }
+            "view.expandFormulaBar" => {
+                self.ui.formula_bar_expanded = p.get("on").and_then(Json::as_bool).unwrap_or(!self.ui.formula_bar_expanded);
+                Ok(json!({"on": self.ui.formula_bar_expanded}))
+            }
             "view.darkMode" => {
                 let current = if self.ui.system_theme { self.effective_dark } else { self.ui.dark };
                 self.ui.dark = p.get("on").and_then(Json::as_bool).unwrap_or(!current);
diff --git a/crates/ui-egui/tests/it/formula_bar_expand.rs b/crates/ui-egui/tests/it/formula_bar_expand.rs
new file mode 100644
index 000000000..95b4368e5
--- /dev/null
+++ b/crates/ui-egui/tests/it/formula_bar_expand.rs
@@ -0,0 +1,95 @@
+//! Ctrl+Shift+U (Control+Shift+U in Excel for Mac) expands and collapses the formula bar.
+
+use egui::{Event, Key, Modifiers};
+use gridcraft_engine::Session;
+use gridcraft_ui_egui::SheetApp;
+use gridcraft_ui_egui::keymap::{Shortcut, lookup};
+use serde_json::json;
+
+type Harness = egui_kittest::Harness<'static, SheetApp>;
+
+/// Ctrl+Shift on Windows and Linux sets `ctrl`, `command` and `shift`.
+const CTRL_SHIFT: Modifiers = Modifiers { alt: false, ctrl: true, shift: true, mac_cmd: false, command: true };
+/// Control+Shift on a Mac: `ctrl` without `command`.
+const MAC_CONTROL_SHIFT: Modifiers = Modifiers { alt: false, ctrl: true, shift: true, mac_cmd: false, command: false };
+
+fn harness() -> Harness {
+    let mut session = Session::new();
+    session.new_workbook();
+    session.execute("cell.set", json!({"cell": "A1", "input": "text"})).unwrap();
+    session.execute("selection.set", json!({"range": "A1"})).unwrap();
+    let mut h = Harness::builder().with_size(egui::vec2(1200.0, 800.0)).build_ui_state(
+        |ui, app: &mut SheetApp| {
+            let ctx = ui.ctx().clone();
+            app.logic(&ctx);
+            app.ui(ui);
+        },
+        SheetApp::new(session, Default::default()),
+    );
+    h.run_steps(4);
+    h
+}
+
+fn ctrl_shift_u(h: &mut Harness, m: Modifiers) {
+    h.input_mut().events.push(Event::Key { key: Key::U, physical_key: Some(Key::U), pressed: true, repeat: false, modifiers: m });
+    h.input_mut().events.push(Event::Key { key: Key::U, physical_key: Some(Key::U), pressed: false, repeat: false, modifiers: m });
+    h.run_steps(2);
+}
+
+fn expanded(h: &Harness) -> bool {
+    h.state().ui.formula_bar_expanded
+}
+
+fn underlined(h: &Harness) -> bool {
+    h.state().session.journal.iter().any(|(id, _)| id == "home.underline")
+}
+
+#[test]
+fn ctrl_shift_u_on_the_grid_expands_and_collapses_the_formula_bar() {
+    let mut h = harness();
+    assert!(!expanded(&h));
+    ctrl_shift_u(&mut h, CTRL_SHIFT);
+    assert!(expanded(&h), "the first Ctrl+Shift+U expands the formula bar");
+    ctrl_shift_u(&mut h, CTRL_SHIFT);
+    assert!(!expanded(&h), "the second Ctrl+Shift+U collapses it");
+    assert!(!underlined(&h), "Ctrl+Shift+U is not Underline");
+}
+
+#[test]
+fn control_shift_u_expands_the_formula_bar_in_excel_for_mac() {
+    let mut h = harness();
+    h.ctx.set_os(egui::os::OperatingSystem::Mac);
+    h.run_steps(2);
+    ctrl_shift_u(&mut h, MAC_CONTROL_SHIFT);
+    assert!(expanded(&h));
+    assert!(h.state().editor.is_none(), "Control+Shift+U does not start editing as Control+U does");
+    let expand = Some(Shortcut::Run("view.expandFormulaBar", json!({})));
+    assert_eq!(lookup(Key::U, Some(Key::U), MAC_CONTROL_SHIFT, true), expand);
+    assert_eq!(lookup(Key::U, Some(Key::U), CTRL_SHIFT, false), expand);
+    // Control+U on a Mac still edits the active cell.
+    assert_eq!(lookup(Key::U, Some(Key::U), Modifiers::CTRL, true), Some(Shortcut::Edit));
+}
+
+#[test]
+fn ctrl_shift_u_while_editing_keeps_the_entry() {
+    let mut h = harness();
+    h.state_mut().begin_edit(Some("draft".into()), false);
+    h.run_steps(2);
+    ctrl_shift_u(&mut h, CTRL_SHIFT);
+    assert!(expanded(&h), "Ctrl+Shift+U works in the cell editor too");
+    let ed = h.state().editor.as_ref().expect("the edit stays open");
+    assert_eq!(ed.text, "draft");
+    ctrl_shift_u(&mut h, CTRL_SHIFT);
+    assert!(!expanded(&h));
+    assert!(h.state().editor.is_some());
+}
+
+#[test]
+fn expand_formula_bar_command_sets_or_toggles_the_state() {
+    let mut h = harness();
+    assert_eq!(h.state_mut().run("view.expandFormulaBar", json!({"on": true})), Ok(json!({"on": true})));
+    assert!(expanded(&h));
+    assert_eq!(h.state_mut().run("view.expandFormulaBar", json!({"on": true})), Ok(json!({"on": true})));
+    assert_eq!(h.state_mut().run("view.expandFormulaBar", json!({})), Ok(json!({"on": false})));
+    assert!(!expanded(&h));
+}
diff --git a/crates/ui-egui/tests/it/main.rs b/crates/ui-egui/tests/it/main.rs
index 3a9769c1c..06ffaac02 100644
--- a/crates/ui-egui/tests/it/main.rs
+++ b/crates/ui-egui/tests/it/main.rs
@@ -34,6 +34,7 @@ mod find_dialog_focus;
 mod floating_pictures;
 mod font_size_box;
 mod format_painter;
+mod formula_bar_expand;
 mod formula_locale;
 mod formula_point_headers;
 mod formula_popup;
diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..17538e580 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -1,6 +1,6 @@
 # UI parity
 
-> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-23 · **Change:** minor (New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
+> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-24 · **Change:** minor (Ctrl+Shift+U expands and collapses the formula bar; New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
 
 Interaction, controls and feel, against Excel. Part of [target-app-parity.md](target-app-parity.md).
 **UI/UX fidelity: ~55% ready, 50–80 h** (estimated). Ribbon command coverage is measured
@@ -134,9 +134,10 @@ otherwise. Number-format and border keys match the physical key (Ctrl+Shift+4, w
 | F5, Shift+F5 (Mac), F7, Shift+F9, Ctrl+Alt+F9, F12, Ctrl+F4 | same | Go To, Find, Spelling, calculate sheet / all, Save As, close | **added** |
 | Shift+F10, Alt+Shift+F10, Ctrl+F1 | Shift+F10, Cmd+Option+R | context menu, Error Checking, ribbon | **added** |
 | F1, F3, F4 (repeat), F6 / Shift+F6, F8 / Shift+F8, F11, End mode | same | help, Paste Name, Repeat, pane cycling, extend/add mode, chart sheet | missing (no such feature yet) |
-| Ctrl+Q, Ctrl+A after a function name, Ctrl+Shift+U, Ctrl+Alt+P | same | Quick Analysis, Function Arguments, formula bar height, tooltips | missing |
+| Ctrl+Q, Ctrl+A after a function name, Ctrl+Alt+P | same | Quick Analysis, Function Arguments, tooltips | missing |
 | Ctrl+Shift+A after a function name | Control+Shift+A | argument names: `=SUMIF(` becomes `=SUMIF(range,criteria,sum_range)`, the `(` added when missing; one Undo takes them back | **added** |
-| Ctrl+6, Ctrl+Q, Ctrl+A after a function name, Ctrl+Shift+U, Ctrl+Alt+P | same | objects, Quick Analysis, Function Arguments, formula bar height, tooltips | missing |
+| Ctrl+Shift+U | Control+Shift+U | expand or collapse the formula bar (`view.expandFormulaBar`), on the grid and while editing; on Windows and Linux it no longer underlines | **added** |
+| Ctrl+6, Ctrl+Q, Ctrl+A after a function name, Ctrl+Alt+P | same | objects, Quick Analysis, Function Arguments, tooltips | missing |
 | Ctrl+Shift+Page Up / Down, Ctrl+Alt+5, Ctrl+Shift+F1, Ctrl+F5–F10, Alt+F8 / F11 / F12 | same | group sheets, shape cycling, full screen, window keys, macros, VBA, Power Query | missing |
 | — | Cmd+= (calculate), Cmd+T (references while editing; F4 works), Shift+F7, Cmd+Shift+L | Mac-only extras | missing (Cmd+= is egui's zoom key; no thesaurus or Modify Cell Style) |
 
@@ -178,6 +179,7 @@ scrollbar bugs 2–4 · pixel/feel pass against observed Excel 7–12.
 
 | Date | Change | Summary |
 |---|---|---|
+| 2026-10-24 | minor | Ctrl+Shift+U (Control+Shift+U on a Mac) expands or collapses the formula bar, as in Excel ("Expand or collapse the formula bar. Ctrl+Shift+U"), on the grid and in the cell editor or formula bar while editing. On Windows and Linux it used to underline the selection, as Ctrl+U does. The command is `view.expandFormulaBar` (`{on?}`, toggles without it) |
 | 2026-10-23 | minor | Conditional Formatting ▸ New Rule, formula: clicking a cell on the grid writes its absolute reference at the formula box's caret (`=$B$2`, an empty box starts with `=`), a drag writes a range (`$B$2:$C$4`) and a second click replaces the reference just written, as in Excel ("Selecting cells on the worksheet inserts absolute cell references"). The selection the rule applies to doesn't move, and the box keeps the keyboard. After an operand (`=A1>5`) the click does nothing (#2348) |
 | 2026-10-23 | minor | Frozen panes: Page Up, Ctrl+Up and Shift variants that move from the scrolled rows into the frozen ones bring the scrolled rows back to the top, so the rows in between are seen again (Page Up from far down used to end on row 1 with the view still a page down); Ctrl+Left and Alt+Page Up do the same for frozen columns. Other ways of selecting a frozen cell (click, Find, Go To, Undo, formula pointing) leave the view where it is |
 | 2026-10-23 | minor | After a left-drag of the fill handle an Auto Fill Options button sits below the filled cells; its menu redoes the fill as Copy Cells, Fill Series, Fill Formatting Only or Fill Without Formatting (undoes the drag's fill, then `edit.autoFill` in that mode). It goes away when the workbook changes or the selection moves (#1403) |

From d0fe8b6423694b9124e35cd8f283b7a58220dbe5 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 04:50:46 -0700
Subject: [PATCH 09/34] Tests: the engine's file-system tests each use their
 own temporary folder

save_fails_upfront_when_the_temp_name_is_taken,
save_keeps_the_destination_access_restrictions and
open_refuses_directories_and_unknowable_lengths in crates/engine/src/io.rs
all worked in temp_dir()/gridcraft-fs-safety and removed it at the start
and the end. cargo test runs them on parallel threads, so one test could
delete the folder while another was writing to it, and the other test
failed. Each test now uses its own folder, named with a short label and
the process id, as the gridcraft-write and gridcraft-sandbox tests in the
same file do.
---
 crates/engine/src/io.rs | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/crates/engine/src/io.rs b/crates/engine/src/io.rs
index be47e0a67..92ab69038 100644
--- a/crates/engine/src/io.rs
+++ b/crates/engine/src/io.rs
@@ -770,7 +770,7 @@ mod tests {
     fn save_fails_upfront_when_the_temp_name_is_taken() {
         // Another local user who can write the directory must not be able to point the
         // save's predictable temporary name at their own file: creation is exclusive.
-        let dir = std::env::temp_dir().join("gridcraft-fs-safety");
+        let dir = std::env::temp_dir().join(format!("gridcraft-fs-safety-temp-name-{}", std::process::id()));
         let _ = std::fs::remove_dir_all(&dir);
         std::fs::create_dir_all(&dir).unwrap();
         let victim = dir.join("victim.txt");
@@ -788,7 +788,7 @@ mod tests {
     #[test]
     fn save_keeps_the_destination_access_restrictions() {
         use std::os::unix::fs::PermissionsExt;
-        let dir = std::env::temp_dir().join("gridcraft-fs-safety");
+        let dir = std::env::temp_dir().join(format!("gridcraft-fs-safety-permissions-{}", std::process::id()));
         let _ = std::fs::remove_dir_all(&dir);
         std::fs::create_dir_all(&dir).unwrap();
         let dest = dir.join("private.xlsx");
@@ -808,7 +808,7 @@ mod tests {
     #[cfg(not(target_arch = "wasm32"))]
     #[test]
     fn open_refuses_directories_and_unknowable_lengths() {
-        let dir = std::env::temp_dir().join("gridcraft-fs-safety");
+        let dir = std::env::temp_dir().join(format!("gridcraft-fs-safety-open-{}", std::process::id()));
         let _ = std::fs::remove_dir_all(&dir);
         std::fs::create_dir_all(&dir).unwrap();
         assert!(read_file(dir.to_str().unwrap()).is_err(), "a directory is not a regular file");

From 00edfd0690d45839f1d23f8075fcceec02bbeae1 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 06:43:10 -0700
Subject: [PATCH 10/34] Fill handle: Fill Days, Fill Weekdays, Fill Months and
 Fill Years for a date

When a fill starts from a date, the right-drag fill menu and the Auto
Fill Options button now also offer Fill Days, Fill Weekdays, Fill Months
and Fill Years. edit.autoFill takes them as the modes days, weekdays,
months and years.

A lone date steps by one unit. Two or more dates step by the difference
between the first two in that unit, or by one unit when both fall in
the same one. Fill Weekdays skips Saturday and Sunday, and a start on a
weekend moves to the next weekday first. Fill Months and Fill Years keep
the day of the month, clamped to the month's last day. A source that is
not all dates fills as a plain drag does.

Fills by months or years now keep the time of day of a date with a
time. A plain drag of dates a month apart and Series by Month or Year
used to drop it.
---
 ROADMAP.md                                    |   1 +
 crates/engine/src/cmd/edit.rs                 |   6 +-
 crates/engine/src/fill.rs                     | 151 +++++++++++++++++-
 crates/engine/src/tests.rs                    |  80 ++++++++++
 crates/ui-egui/src/grid.rs                    |  19 ++-
 .../tests/it/fill_handle_right_drag.rs        |  31 +++-
 .../ui-egui/tests/it/fill_options_button.rs   |  30 +++-
 docs/ui-parity.md                             |   5 +-
 8 files changed, 309 insertions(+), 14 deletions(-)

diff --git a/ROADMAP.md b/ROADMAP.md
index da06359b5..062164ebc 100644
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -135,6 +135,7 @@ Ranked; estimates in Opus 5.5 agent-hours. Detail and the full beta-gate list in
 
 | Date | What landed |
 |---|---|
+| 2026-10-24 | Fill handle: from a date, the right-drag menu and the Auto Fill Options button offer Fill Days, Fill Weekdays (Saturday and Sunday skipped), Fill Months and Fill Years |
 | 2026-10-23 | Accounting negatives in text: `$(1,234)`, `$ (5)` and `(5)%` read as negative numbers when typed, coerced by arithmetic or passed to VALUE, like Excel 365; `(-5)`, `((5))`, `$5%` and dates or times in parentheses stay text |
 | 2026-10-23 | Calc: `INDEX(A1:C3,2)` (one index on a reference of several rows and columns) is `#REF!` as in Excel, instead of the whole row; `INDEX(A1:C3,2,)` still gives the row |
 | 2026-10-22 | Formula hardening: digits too many for a finite number are text, so `"1 <400 digits>/<400 digits>"` no longer coerces to NaN; a NaN column index in VLOOKUP, HLOOKUP and the D-functions is `#VALUE!` instead of an index underflow; REGEXREPLACE stops building a result as soon as it can only be too long (a worst case went from 1 GB to 7 MB) (#2163, #2162) |
diff --git a/crates/engine/src/cmd/edit.rs b/crates/engine/src/cmd/edit.rs
index edb0e2d7c..b1f54290d 100644
--- a/crates/engine/src/cmd/edit.rs
+++ b/crates/engine/src/cmd/edit.rs
@@ -79,7 +79,7 @@ pub fn specs() -> Vec<CommandSpec> {
             "AutoFill",
             [],
             None,
-            "{source: \"A1:A2\", target: \"A1:A10\", mode?: series|alternate|copy|formats|values|extend}: the fill-handle drag (alternate = Ctrl+drag: a lone number counts up, any other series copies; values = Fill Without Formatting: the series, targets keep their formats; extend = Fill Series: the series, and a lone number counts up)",
+            "{source: \"A1:A2\", target: \"A1:A10\", mode?: series|alternate|copy|formats|values|extend|days|weekdays|months|years}: the fill-handle drag (alternate = Ctrl+drag: a lone number counts up, any other series copies; values = Fill Without Formatting: the series, targets keep their formats; extend = Fill Series: the series, and a lone number counts up; days, weekdays, months, years = Fill Days, Fill Weekdays, Fill Months, Fill Years: dates step by one unit, or by the difference between the first two dates in that unit, and weekdays skip Saturday and Sunday)",
             has_doc,
             auto_fill
         ),
@@ -1462,6 +1462,10 @@ fn auto_fill(s: &mut Session, p: &Json) -> Result<Json> {
         "formats" => crate::fill::FillMode::Formats,
         "values" => crate::fill::FillMode::ValuesOnly,
         "extend" => crate::fill::FillMode::Extend,
+        "days" => crate::fill::FillMode::Dates(crate::fill::DateUnit::Day),
+        "weekdays" => crate::fill::FillMode::Dates(crate::fill::DateUnit::Weekday),
+        "months" => crate::fill::FillMode::Dates(crate::fill::DateUnit::Month),
+        "years" => crate::fill::FillMode::Dates(crate::fill::DateUnit::Year),
         _ => crate::fill::FillMode::Series,
     };
     if target.count() > crate::fill::MAX_FILL_CELLS || src.count() > crate::fill::MAX_FILL_CELLS {
diff --git a/crates/engine/src/fill.rs b/crates/engine/src/fill.rs
index 9ff8eac31..a3815fe36 100644
--- a/crates/engine/src/fill.rs
+++ b/crates/engine/src/fill.rs
@@ -5,7 +5,7 @@ use std::sync::Arc;
 
 use gridcraft_core::date::{MONTHS, WEEKDAYS, datetime_from_serial, days_in_month, serial_from_ymd};
 use gridcraft_core::{CellRef, RangeRef, Value};
-use gridcraft_model::{Cell, Formula};
+use gridcraft_model::{Cell, Formula, Workbook};
 use gridcraft_numfmt::{FormatKind, NumberFormat};
 
 use crate::Result;
@@ -23,15 +23,43 @@ pub enum FillMode {
     ValuesOnly,
     /// Fill Series from the right-drag menu: extends like a plain drag, and a lone number counts up.
     Extend,
+    /// Fill Days, Fill Weekdays, Fill Months or Fill Years: a source of dates steps by that unit.
+    /// A lone date steps by one unit; two or more step by the difference between the first two,
+    /// counted in that unit (one unit when they fall in the same one). A source that isn't dates
+    /// extends like a plain drag.
+    Dates(DateUnit),
+}
+
+/// The step of a [`FillMode::Dates`] fill.
+#[derive(Clone, Copy, Debug, PartialEq, Eq)]
+pub enum DateUnit {
+    Day,
+    /// Monday to Friday: Saturday and Sunday are skipped.
+    Weekday,
+    Month,
+    Year,
 }
 
 impl FillMode {
     /// The modes that continue the source's series rather than copy it.
     fn extends_series(self) -> bool {
-        matches!(self, FillMode::Series | FillMode::Extend | FillMode::ValuesOnly)
+        matches!(self, FillMode::Series | FillMode::Extend | FillMode::ValuesOnly | FillMode::Dates(_))
     }
 }
 
+/// Whether a number format shows a calendar date (`YYYY-MM-DD` and `m/d/yyyy h:mm` do; `0 "days"`
+/// and `h:mm` don't).
+fn is_date_format(fmt: &str) -> bool {
+    NumberFormat::parse(fmt).kind() == FormatKind::Date
+}
+
+/// Whether the first cell of `src` holds a date, so a fill from it can step by days, weekdays,
+/// months or years: a number (not a formula) shown in a date format.
+pub fn starts_with_date(wb: &Workbook, sheet: usize, src: RangeRef) -> bool {
+    let Some(cell) = wb.sheet(sheet).and_then(|sh| sh.cell(src.start)) else { return false };
+    cell.formula.is_none() && cell.value.is_number() && is_date_format(wb.styles.get(cell.style).num_fmt.as_str())
+}
+
 /// Built-in custom lists.
 fn lists() -> Vec<Vec<String>> {
     let short_days: Vec<String> = WEEKDAYS.iter().map(|d| d.get(..3).unwrap_or(d).to_string()).collect();
@@ -102,7 +130,12 @@ pub fn fill(cx: &mut Ctx, sheet: usize, src: RangeRef, target: RangeRef, mode: F
         };
         let fmt = |c: &(CellRef, Option<Cell>)| cx.wb.styles.get(c.1.as_ref().map(|c| c.style).unwrap_or_default()).num_fmt.as_str();
         let pattern = if mode.extends_series() || mode == FillMode::Alternate {
-            let detected = Pattern::detect(&src_cells, &custom, cx.wb.date_system, src_cells.first().map(fmt).unwrap_or_default());
+            let first_fmt = src_cells.first().map(fmt).unwrap_or_default();
+            let dates = match mode {
+                FillMode::Dates(unit) => Pattern::dates(&src_cells, unit, cx.wb.date_system, first_fmt),
+                _ => None,
+            };
+            let detected = dates.unwrap_or_else(|| Pattern::detect(&src_cells, &custom, cx.wb.date_system, first_fmt));
             match (mode, detected) {
                 (FillMode::Alternate, p) | (FillMode::Extend, p @ Pattern::Copy) => p.alternate(&src_cells),
                 (_, p) => p,
@@ -130,7 +163,7 @@ pub fn fill(cx: &mut Ctx, sheet: usize, src: RangeRef, target: RangeRef, mode: F
                     writes.push((*t, Some(existing)));
                     continue;
                 }
-                FillMode::ValuesOnly | FillMode::Series | FillMode::Alternate | FillMode::Copy | FillMode::Extend => {
+                FillMode::ValuesOnly | FillMode::Series | FillMode::Alternate | FillMode::Copy | FillMode::Extend | FillMode::Dates(_) => {
                     let style = if mode == FillMode::ValuesOnly { sh.cell(*t).map(|c| c.style).unwrap_or_default() } else { cell.style };
                     if let Some(f) = &cell.formula {
                         if let Some(e) = f.expr() {
@@ -204,9 +237,63 @@ enum Pattern {
         months: i64,
         sys: gridcraft_core::DateSystem,
     },
+    /// Dates stepping by weekdays, skipping Saturday and Sunday.
+    Weekdays {
+        last: f64,
+        first: f64,
+        step: i64,
+        sys: gridcraft_core::DateSystem,
+    },
 }
 
 impl Pattern {
+    /// The pattern of Fill Days, Fill Weekdays, Fill Months or Fill Years, or `None` when the
+    /// source isn't all dates (numbers, not formulas, under a date format in its first cell).
+    fn dates(cells: &[(CellRef, Option<Cell>)], unit: DateUnit, sys: gridcraft_core::DateSystem, fmt: &str) -> Option<Pattern> {
+        if !is_date_format(fmt) {
+            return None;
+        }
+        let mut nums = Vec::with_capacity(cells.len());
+        for (_, cell) in cells {
+            let cell = cell.as_ref()?;
+            if cell.formula.is_some() || !cell.value.is_number() {
+                return None;
+            }
+            nums.push(cell.value.as_f64()?);
+        }
+        let first = *nums.first()?;
+        let last = *nums.last()?;
+        let second = nums.get(1).copied();
+        // The difference between the first two dates in the unit, and one unit when they fall in
+        // the same one.
+        let at_least_one = |n: i64| if n == 0 { 1 } else { n };
+        Some(match unit {
+            DateUnit::Day => {
+                let days = second.map_or(1.0, |b| b.floor() - first.floor());
+                Pattern::Linear { last, first, step: if days == 0.0 { 1.0 } else { days } }
+            }
+            DateUnit::Weekday => {
+                let step = match second {
+                    Some(b) => at_least_one(weekdays_between(sys, first, b)?),
+                    None => 1,
+                };
+                Pattern::Weekdays { last, first, step, sys }
+            }
+            DateUnit::Month | DateUnit::Year => {
+                let months = match second {
+                    Some(b) => {
+                        let (a, b) = (datetime_from_serial(sys, first)?, datetime_from_serial(sys, b)?);
+                        let years = b.year as i64 - a.year as i64;
+                        if unit == DateUnit::Year { at_least_one(years) * 12 } else { at_least_one(years * 12 + b.month as i64 - a.month as i64) }
+                    }
+                    None if unit == DateUnit::Year => 12,
+                    None => 1,
+                };
+                Pattern::Months { last, first, months, sys }
+            }
+        })
+    }
+
     fn detect(cells: &[(CellRef, Option<Cell>)], custom: &[Vec<String>], sys: gridcraft_core::DateSystem, fmt: &str) -> Pattern {
         let vals: Vec<Value> = cells.iter().map(|(_, c)| c.as_ref().map(|c| c.value.clone()).unwrap_or_default()).collect();
         if cells.iter().any(|(_, c)| c.as_ref().is_some_and(|c| c.formula.is_some())) {
@@ -343,20 +430,72 @@ impl Pattern {
                 let s = add_months_clamped(*sys, base, months.checked_mul(k * sign)?)?;
                 Some(Value::number(s))
             }
+            Pattern::Weekdays { last, first, step, sys } => {
+                let base = if forward { *last } else { *first };
+                Some(Value::number(add_weekdays(*sys, base, step.checked_mul(k)?.checked_mul(sign)?)?))
+            }
         }
     }
 }
 
+/// Whether `serial` falls on Monday to Friday; `None` outside the supported date range.
+fn is_weekday(sys: gridcraft_core::DateSystem, serial: f64) -> Option<bool> {
+    datetime_from_serial(sys, serial).map(|d| d.weekday != 0 && d.weekday != 6)
+}
+
+/// `serial` moved by `n` weekdays (back when `n` is negative), keeping its time of day. A start on
+/// a Saturday or Sunday moves to the next (or previous) weekday for the first step.
+fn add_weekdays(sys: gridcraft_core::DateSystem, serial: f64, n: i64) -> Option<f64> {
+    if n == 0 {
+        return Some(serial);
+    }
+    let dir = n.signum() as f64;
+    let mut d = serial;
+    let next_weekday = |d: &mut f64| -> Option<()> {
+        loop {
+            *d += dir;
+            if is_weekday(sys, *d)? {
+                return Some(());
+            }
+        }
+    };
+    next_weekday(&mut d)?;
+    // From a weekday, every seven days hold five weekdays.
+    let rest = n.unsigned_abs() - 1;
+    d += dir * (rest / 5 * 7) as f64;
+    for _ in 0..rest % 5 {
+        next_weekday(&mut d)?;
+    }
+    datetime_from_serial(sys, d)?;
+    Some(d)
+}
+
+/// How many weekdays lie after `a` up to and including `b` (negative when `b` comes first),
+/// counting whole days; `None` outside the supported date range.
+fn weekdays_between(sys: gridcraft_core::DateSystem, a: f64, b: f64) -> Option<i64> {
+    let (lo, hi, sign) = if b >= a { (a.floor(), b.floor(), 1) } else { (b.floor(), a.floor(), -1) };
+    let days = (hi - lo) as i64;
+    let mut count = days / 7 * 5;
+    let mut d = lo + (days / 7 * 7) as f64;
+    for _ in 0..days % 7 {
+        d += 1.0;
+        if is_weekday(sys, d)? {
+            count += 1;
+        }
+    }
+    Some(count * sign)
+}
+
 /// `serial` shifted by `months` calendar months, keeping the day of month but clamping it to the
 /// target month's last day (Jan 31 + 1 month = Feb 28/29). Always measured from the original date,
-/// so a series does not drift: Jan 31, Feb 28, Mar 31, Apr 30.
+/// so a series does not drift: Jan 31, Feb 28, Mar 31, Apr 30. The time of day is kept.
 fn add_months_clamped(sys: gridcraft_core::DateSystem, serial: f64, months: i64) -> Option<f64> {
     let d = datetime_from_serial(sys, serial)?;
     let total = (d.year as i64).checked_mul(12)?.checked_add(d.month as i64 - 1)?.checked_add(months)?;
     let year = total.div_euclid(12);
     let month = total.rem_euclid(12) + 1;
     let last = days_in_month(i32::try_from(year).ok()?, month as u32);
-    serial_from_ymd(sys, year, month, (d.day as i64).min(last as i64))
+    serial_from_ymd(sys, year, month, (d.day as i64).min(last as i64)).map(|day| day + serial - serial.floor())
 }
 
 fn round15(x: f64) -> f64 {
diff --git a/crates/engine/src/tests.rs b/crates/engine/src/tests.rs
index f4c47bb62..a4b0bd4d2 100644
--- a/crates/engine/src/tests.rs
+++ b/crates/engine/src/tests.rs
@@ -941,6 +941,86 @@ fn fill_without_formatting_extends_the_series_and_keeps_the_target_formats() {
     assert_eq!([v(&s, "B3"), v(&s, "B4")], [Value::from("Product 2"), Value::from("On backorder")]);
 }
 
+#[test]
+fn fill_days_weekdays_months_and_years_step_a_date_by_that_unit() {
+    let mut s = s();
+    let serials = |s: &Session, cells: &[&str]| cells.iter().map(|c| v(s, c)).collect::<Vec<_>>();
+    let n = |xs: &[f64]| xs.iter().map(|x| Value::Number(*x)).collect::<Vec<_>>();
+    // Friday 1/30/2026 is serial 46052.
+    s.execute("cell.set", json!({"cell": "A1", "input": "1/30/2026"})).unwrap();
+    assert_eq!(v(&s, "A1"), Value::Number(46052.0), "setup: a date");
+    s.execute("edit.autoFill", json!({"source": "A1", "target": "A1:A4", "mode": "days"})).unwrap();
+    assert_eq!(serials(&s, &["A2", "A3", "A4"]), n(&[46053.0, 46054.0, 46055.0]));
+    // Fill Weekdays skips Saturday 1/31 and Sunday 2/1.
+    s.execute("edit.autoFill", json!({"source": "A1", "target": "A1:A4", "mode": "weekdays"})).unwrap();
+    assert_eq!(serials(&s, &["A2", "A3", "A4"]), n(&[46055.0, 46056.0, 46057.0]));
+    // From Saturday 1/31, the first weekday is Monday 2/2.
+    s.execute("cell.set", json!({"cell": "B1", "input": "1/31/2026"})).unwrap();
+    s.execute("edit.autoFill", json!({"source": "B1", "target": "B1:B3", "mode": "weekdays"})).unwrap();
+    assert_eq!(serials(&s, &["B2", "B3"]), n(&[46055.0, 46056.0]));
+    // Fill Months keeps the day, clamped to the month's last day: Feb 28, Mar 31, Apr 30.
+    s.execute("edit.autoFill", json!({"source": "B1", "target": "B1:B4", "mode": "months"})).unwrap();
+    assert_eq!(serials(&s, &["B2", "B3", "B4"]), n(&[46081.0, 46112.0, 46142.0]));
+    s.execute("edit.autoFill", json!({"source": "B1", "target": "B1:B3", "mode": "years"})).unwrap();
+    assert_eq!(serials(&s, &["B2", "B3"]), n(&[46418.0, 46783.0]));
+    // Two dates step by their difference in the unit: 1/15 and 3/15 by two months.
+    s.execute("cell.set", json!({"cell": "C1", "input": "1/15/2026"})).unwrap();
+    s.execute("cell.set", json!({"cell": "C2", "input": "3/15/2026"})).unwrap();
+    s.execute("edit.autoFill", json!({"source": "C1:C2", "target": "C1:C4", "mode": "months"})).unwrap();
+    assert_eq!(serials(&s, &["C3", "C4"]), n(&[46157.0, 46218.0]));
+    // Monday 2/2 and Wednesday 2/4 step by two weekdays: Friday 2/6, Tuesday 2/10.
+    s.execute("cell.set", json!({"cell": "D1", "input": "2/2/2026"})).unwrap();
+    s.execute("cell.set", json!({"cell": "D2", "input": "2/4/2026"})).unwrap();
+    s.execute("edit.autoFill", json!({"source": "D1:D2", "target": "D1:D4", "mode": "weekdays"})).unwrap();
+    assert_eq!(serials(&s, &["D3", "D4"]), n(&[46059.0, 46063.0]));
+    // Upward from Monday 2/2: Friday 1/30, Thursday 1/29.
+    s.execute("cell.set", json!({"cell": "E5", "input": "2/2/2026"})).unwrap();
+    s.execute("edit.autoFill", json!({"source": "E5", "target": "E3:E5", "mode": "weekdays"})).unwrap();
+    assert_eq!(serials(&s, &["E4", "E3"]), n(&[46052.0, 46051.0]));
+    // A number that isn't a date fills as a plain drag does: a lone number copies.
+    s.execute("cell.set", json!({"cell": "F1", "input": "7"})).unwrap();
+    s.execute("edit.autoFill", json!({"source": "F1", "target": "F1:F2", "mode": "days"})).unwrap();
+    assert_eq!(v(&s, "F2"), Value::Number(7.0));
+    // An upper-case date format is a date: 1/31/2026 as YYYY-MM-DD fills by months.
+    s.execute("cell.set", json!({"cell": "G1", "input": "1/31/2026"})).unwrap();
+    s.execute("home.numberFormat", json!({"range": "G1", "code": "YYYY-MM-DD"})).unwrap();
+    s.execute("edit.autoFill", json!({"source": "G1", "target": "G1:G2", "mode": "months"})).unwrap();
+    assert_eq!(v(&s, "G2"), Value::Number(46081.0));
+    // A date with a time keeps the time: Fill Months and Fill Weekdays, a plain drag of two dates
+    // a month apart, and the Series dialog by months.
+    s.execute("cell.set", json!({"cell": "H1", "input": "1/31/2026 12:00"})).unwrap();
+    assert_eq!(v(&s, "H1"), Value::Number(46053.5), "setup: a date and time");
+    s.execute("edit.autoFill", json!({"source": "H1", "target": "H1:H2", "mode": "months"})).unwrap();
+    assert_eq!(v(&s, "H2"), Value::Number(46081.5));
+    s.execute("edit.autoFill", json!({"source": "H1", "target": "H1:H2", "mode": "weekdays"})).unwrap();
+    assert_eq!(v(&s, "H2"), Value::Number(46055.5));
+    s.execute("cell.set", json!({"cell": "I1", "input": "1/15/2026 6:00"})).unwrap();
+    s.execute("cell.set", json!({"cell": "I2", "input": "2/15/2026 6:00"})).unwrap();
+    s.execute("edit.autoFill", json!({"source": "I1:I2", "target": "I1:I3"})).unwrap();
+    assert_eq!(v(&s, "I3"), Value::Number(46096.25));
+    s.execute("cell.set", json!({"cell": "J1", "input": "1/31/2026 12:00"})).unwrap();
+    s.execute("edit.fillSeries", json!({"range": "J1:J2", "type": "date", "dateUnit": "month"})).unwrap();
+    assert_eq!(v(&s, "J2"), Value::Number(46081.5));
+}
+
+#[test]
+fn only_a_number_in_a_date_format_offers_the_date_fills() {
+    let mut s = s();
+    let dates = |s: &Session, a: &str| crate::fill::starts_with_date(&s.doc().unwrap().wb, 0, gridcraft_core::RangeRef::parse(a).unwrap());
+    s.execute("cell.set", json!({"cell": "A1", "input": "1/31/2026"})).unwrap();
+    s.execute("cell.set", json!({"cell": "A2", "input": "7"})).unwrap();
+    s.execute("home.numberFormat", json!({"range": "A2", "code": "0 \"days\""})).unwrap();
+    s.execute("cell.set", json!({"cell": "A3", "input": "46053"})).unwrap();
+    s.execute("home.numberFormat", json!({"range": "A3", "code": "YYYY-MM-DD"})).unwrap();
+    s.execute("cell.set", json!({"cell": "A4", "input": "=A1"})).unwrap();
+    s.execute("cell.set", json!({"cell": "A5", "input": "13:30"})).unwrap();
+    assert!(dates(&s, "A1") && dates(&s, "A3"), "m/d/yyyy and YYYY-MM-DD are dates");
+    assert!(!dates(&s, "A2"), "quoted text in a number format is not a date field");
+    assert!(!dates(&s, "A4"), "a formula is not offered");
+    assert!(!dates(&s, "A5"), "a time is not a date");
+    assert!(!dates(&s, "A6"), "an empty cell is not a date");
+}
+
 #[test]
 fn insert_delete_cells_adjust() {
     let formula = |s: &mut Session, a: &str| s.execute("cell.get", json!({"cell": a})).unwrap()["formula"].clone();
diff --git a/crates/ui-egui/src/grid.rs b/crates/ui-egui/src/grid.rs
index b485104b1..d09e6d14a 100644
--- a/crates/ui-egui/src/grid.rs
+++ b/crates/ui-egui/src/grid.rs
@@ -3413,6 +3413,16 @@ fn context_menu(app: &mut SheetApp, ui: &mut egui::Ui) {
 const FILL_MODES: [(&str, &str); 4] =
     [("Copy Cells", "copy"), ("Fill Series", "extend"), ("Fill Formatting Only", "formats"), ("Fill Without Formatting", "values")];
 
+/// The ways to fill from a date, which both menus add after [`FILL_MODES`] when the source starts
+/// with one.
+const DATE_FILL_MODES: [(&str, &str); 4] = [("Fill Days", "days"), ("Fill Weekdays", "weekdays"), ("Fill Months", "months"), ("Fill Years", "years")];
+
+/// The fill modes the menus list for a fill from `src` on the active sheet.
+fn fill_modes(app: &SheetApp, src: RangeRef) -> Vec<(&'static str, &'static str)> {
+    let dates = app.session.active().is_some_and(|d| gridcraft_engine::fill::starts_with_date(&d.wb, d.wb.active_sheet, src));
+    FILL_MODES.into_iter().chain(DATE_FILL_MODES.into_iter().filter(|_| dates)).collect()
+}
+
 /// Remembers the fill just made so the Auto Fill Options button can offer the other ways.
 fn set_fill_tag(app: &mut SheetApp, src: RangeRef, target: RangeRef) {
     app.grid.fill_tag =
@@ -3421,7 +3431,8 @@ fn set_fill_tag(app: &mut SheetApp, src: RangeRef, target: RangeRef) {
 
 /// The Auto Fill Options button below the bottom-right corner of cells a left-drag of the fill
 /// handle just filled. Its menu redoes that fill as Copy Cells, Fill Series, Fill Formatting Only
-/// or Fill Without Formatting: it undoes the drag's fill, then runs `edit.autoFill` in that mode.
+/// or Fill Without Formatting, and from a date also as Fill Days, Fill Weekdays, Fill Months or
+/// Fill Years: it undoes the drag's fill, then runs `edit.autoFill` in that mode.
 /// The button goes away as soon as anything else changes the workbook or the selection moves.
 fn fill_options_tag(app: &mut SheetApp, ui: &mut egui::Ui, geo: &Geo, sh: &Sheet) {
     let Some(tag) = app.grid.fill_tag.clone() else { return };
@@ -3464,9 +3475,10 @@ fn fill_options_tag(app: &mut SheetApp, ui: &mut egui::Ui, geo: &Geo, sh: &Sheet
         Stroke::NONE,
     ));
     let mut chosen = None;
+    let modes = fill_modes(app, tag.src);
     egui::Popup::menu(&resp).show(|ui| {
         ui.set_min_width(190.0);
-        for (label, mode) in FILL_MODES {
+        for (label, mode) in modes {
             if ui.add(egui::Button::new(lang.tr(label)).frame(false).min_size(vec2(180.0, 20.0))).clicked() {
                 chosen = Some(mode);
                 ui.close();
@@ -3493,10 +3505,11 @@ fn fill_options_tag(app: &mut SheetApp, ui: &mut egui::Ui, geo: &Geo, sh: &Sheet
 fn fill_menu(app: &mut SheetApp, ui: &mut egui::Ui, was_open: bool) {
     let Some((src, target, at)) = app.grid.fill_menu else { return };
     let mut close = false;
+    let mut items = fill_modes(app, src);
+    items.extend([("-", ""), ("Series…", "ui:series")]);
     let response = egui::Area::new(egui::Id::new("fill_menu")).fixed_pos(at).order(egui::Order::Foreground).show(ui.ctx(), |ui| {
         egui::Frame::popup(ui.style()).show(ui, |ui| {
             ui.set_min_width(190.0);
-            let items = [FILL_MODES[0], FILL_MODES[1], FILL_MODES[2], FILL_MODES[3], ("-", ""), ("Series…", "ui:series")];
             let lang = crate::i18n::current(ui.ctx());
             for (label, mode) in items {
                 if label == "-" {
diff --git a/crates/ui-egui/tests/it/fill_handle_right_drag.rs b/crates/ui-egui/tests/it/fill_handle_right_drag.rs
index 9562c1d63..17599ff53 100644
--- a/crates/ui-egui/tests/it/fill_handle_right_drag.rs
+++ b/crates/ui-egui/tests/it/fill_handle_right_drag.rs
@@ -1,5 +1,6 @@
 //! Dragging the fill handle with the right button fills nothing on release: it opens Excel's fill
-//! menu (Copy Cells, Fill Series, Fill Formatting Only, Fill Without Formatting, Series…).
+//! menu (Copy Cells, Fill Series, Fill Formatting Only, Fill Without Formatting, Series…, and from
+//! a date Fill Days, Fill Weekdays, Fill Months and Fill Years).
 
 use egui::{Event, Key, Modifiers, PointerButton, Pos2, vec2};
 use egui_kittest::kittest::Queryable;
@@ -203,6 +204,34 @@ fn series_opens_the_series_dialog_on_the_dragged_cells_in_their_direction() {
     assert_eq!(values(&h, &["C1", "D1", "E1"]), [n(2.0), n(3.0), n(4.0)]);
 }
 
+#[test]
+fn a_date_adds_fill_days_weekdays_months_and_years() {
+    let mut h = harness(|s| {
+        // Friday 1/30/2026 is serial 46052.
+        s.execute("cell.set", json!({"cell": "B1", "input": "1/30/2026"})).unwrap();
+        s.execute("selection.set", json!({"cell": "B1"})).unwrap();
+    });
+    drag_handle(&mut h, "B1", "B3", PointerButton::Secondary);
+    for label in ["Fill Days", "Fill Months", "Fill Years"] {
+        assert!(h.query_by_label(label).is_some(), "{label}");
+    }
+    h.get_by_label("Fill Weekdays").click();
+    h.run_steps(3);
+
+    assert_eq!(values(&h, &["B2", "B3"]), [n(46055.0), n(46056.0)], "Monday 2/2 and Tuesday 2/3");
+    assert!(h.state().grid.fill_menu.is_none());
+}
+
+#[test]
+fn a_number_gets_no_date_fills() {
+    let mut h = harness(one_two);
+    drag_handle(&mut h, "B2", "B6", PointerButton::Secondary);
+    assert!(h.query_by_label("Fill Series").is_some());
+    for label in ["Fill Days", "Fill Weekdays", "Fill Months", "Fill Years"] {
+        assert!(h.query_by_label(label).is_none(), "{label}");
+    }
+}
+
 #[test]
 fn escape_mid_right_drag_cancels_it() {
     let mut h = harness(|s| {
diff --git a/crates/ui-egui/tests/it/fill_options_button.rs b/crates/ui-egui/tests/it/fill_options_button.rs
index d735f846a..1e06df8b5 100644
--- a/crates/ui-egui/tests/it/fill_options_button.rs
+++ b/crates/ui-egui/tests/it/fill_options_button.rs
@@ -1,5 +1,6 @@
 //! After a left-drag of the fill handle, the Auto Fill Options button redoes the fill as Copy Cells,
-//! Fill Series, Fill Formatting Only or Fill Without Formatting (#1403).
+//! Fill Series, Fill Formatting Only or Fill Without Formatting (#1403), and from a date as Fill
+//! Days, Fill Weekdays, Fill Months or Fill Years.
 
 use egui::{Event, Modifiers, PointerButton, Pos2, vec2};
 use egui_kittest::kittest::Queryable;
@@ -139,6 +140,33 @@ fn a_lone_number_copies_on_drag_and_counts_up_with_fill_series() {
     assert_eq!(values(&h, &["B2", "B3", "B4"]), [n(6.0), n(7.0), n(8.0)]);
 }
 
+#[test]
+fn fill_months_redoes_a_date_drag_by_months() {
+    let mut h = harness(|s| {
+        // 1/31/2026 is serial 46053.
+        s.execute("cell.set", json!({"cell": "B1", "input": "1/31/2026"})).unwrap();
+        s.execute("selection.set", json!({"cell": "B1"})).unwrap();
+    });
+    drag_handle(&mut h, "B1", "B3", PointerButton::Primary);
+    assert_eq!(values(&h, &["B2", "B3"]), [n(46054.0), n(46055.0)], "a plain drag steps by days");
+    h.get_by_label("Auto Fill Options").click();
+    h.run_steps(3);
+    h.get_by_label("Fill Months").click();
+    h.run_steps(3);
+
+    assert_eq!(values(&h, &["B2", "B3"]), [n(46081.0), n(46112.0)], "Feb 28 and Mar 31");
+}
+
+#[test]
+fn a_number_drag_offers_no_date_fills() {
+    let mut h = harness(one_two);
+    drag_handle(&mut h, "B2", "B6", PointerButton::Primary);
+    h.get_by_label("Auto Fill Options").click();
+    h.run_steps(3);
+    assert!(h.query_by_label("Copy Cells").is_some());
+    assert!(h.query_by_label("Fill Days").is_none());
+}
+
 fn formatted(s: &mut Session) {
     s.execute("range.setValues", json!({"range": "B1", "values": [[1], [2], [null], [9]]})).unwrap();
     s.execute("home.bold", json!({"range": "B1:B2", "on": true})).unwrap();
diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..174ba0ebe 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -1,6 +1,6 @@
 # UI parity
 
-> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-23 · **Change:** minor (New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
+> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-24 · **Change:** minor (Fill Days, Fill Weekdays, Fill Months and Fill Years in the fill-handle menus for a date; New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
 
 Interaction, controls and feel, against Excel. Part of [target-app-parity.md](target-app-parity.md).
 **UI/UX fidelity: ~55% ready, 50–80 h** (estimated). Ribbon command coverage is measured
@@ -50,7 +50,7 @@ this logic, with one undo step.
 | Click/drag/Shift/Ctrl selection, multi-area selection | rectangular drag works in one direction only in some cases (#28) |
 | Cursor while dragging cells, headers, freeze handles and objects | stable for the active drag (#936); Draw tools keep their crosshair; header arrows and a custom cell cursor remain unimplemented |
 | Selection outline glides to a new selection (Excel: "Provide feedback with animation") | done (10-11): 0.12 s, decelerating, with the fill and fill handle; View ▸ Animations (`view.animations`) turns it off. The timing is an estimate, not yet measured against Excel; the system's reduced-motion setting isn't followed yet |
-| Fill handle: drag to fill series, double-click to fill down, right-drag menu | fill done (Ctrl+drag swaps copy and series; month patterns use the workbook's 1900 or 1904 date system); right-drag menu partial: Copy Cells, Fill Series, Fill Formatting Only, Fill Without Formatting, Series…; a left-drag leaves an Auto Fill Options button with the first four (gone once the workbook changes or the selection moves); Fill Days/Weekdays/Months/Years, Linear/Growth Trend and Flash Fill missing |
+| Fill handle: drag to fill series, double-click to fill down, right-drag menu | fill done (Ctrl+drag swaps copy and series; month patterns use the workbook's 1900 or 1904 date system); right-drag menu partial: Copy Cells, Fill Series, Fill Formatting Only, Fill Without Formatting, and from a date Fill Days, Fill Weekdays, Fill Months and Fill Years, then Series…; a left-drag leaves an Auto Fill Options button with the same fill choices (gone once the workbook changes or the selection moves); Linear/Growth Trend and Flash Fill missing |
 | Drag-move and drag-copy cells (border drag, Ctrl/Option, Shift to insert) | done (M3) |
 | In-cell editing, Enter/Tab movement, Alt/Option+Enter line breaks | done |
 | Point mode (click/drag/arrow references), reference colouring, F4 | done; Command/Ctrl-click adds separate arguments with the edit's locale separator, and Shift-click extends the current reference from a fixed anchor on the same sheet. Pointer-event regressions cover repeated/reversed selections, manual separators, sheet switches and keyboard continuation. |
@@ -181,6 +181,7 @@ scrollbar bugs 2–4 · pixel/feel pass against observed Excel 7–12.
 | 2026-10-23 | minor | Conditional Formatting ▸ New Rule, formula: clicking a cell on the grid writes its absolute reference at the formula box's caret (`=$B$2`, an empty box starts with `=`), a drag writes a range (`$B$2:$C$4`) and a second click replaces the reference just written, as in Excel ("Selecting cells on the worksheet inserts absolute cell references"). The selection the rule applies to doesn't move, and the box keeps the keyboard. After an operand (`=A1>5`) the click does nothing (#2348) |
 | 2026-10-23 | minor | Frozen panes: Page Up, Ctrl+Up and Shift variants that move from the scrolled rows into the frozen ones bring the scrolled rows back to the top, so the rows in between are seen again (Page Up from far down used to end on row 1 with the view still a page down); Ctrl+Left and Alt+Page Up do the same for frozen columns. Other ways of selecting a frozen cell (click, Find, Go To, Undo, formula pointing) leave the view where it is |
 | 2026-10-23 | minor | After a left-drag of the fill handle an Auto Fill Options button sits below the filled cells; its menu redoes the fill as Copy Cells, Fill Series, Fill Formatting Only or Fill Without Formatting (undoes the drag's fill, then `edit.autoFill` in that mode). It goes away when the workbook changes or the selection moves (#1403) |
+| 2026-10-24 | minor | When the fill starts from a date, the right-drag fill menu and the Auto Fill Options button also offer Fill Days, Fill Weekdays (Saturday and Sunday skipped), Fill Months and Fill Years (`edit.autoFill` `mode: days|weekdays|months|years`). A lone date steps by one unit; two or more dates step by the difference between the first two in that unit, or one unit when they fall in the same one. Fill Months and Fill Years keep the day of the month, clamped to the month's last day. Every fill by months or years (these two, a drag of dates a month apart, and Series by Month or Year) keeps the time of day of a date with a time, which used to be dropped |
 | 2026-10-22 | minor | Show Outline Symbols (`view.showOutlineSymbols`, Ctrl+8): a sheet can hide the outline's level buttons and brackets while keeping its outline, as Excel saves with `showOutlineSymbols="0"` (read and written); the grid then gives the bands no room |
 | 2026-10-22 | minor | A number in a repeat-fill format (`*`, as in the Accounting format) that is too wide for its column shows #### like any other number, instead of the fill rebuilding the value so its leading digits were cut off (2,509.00 CHF drawn as "509.00 CHF") |
 | 2026-10-21 | minor | Background error checking, first part (#1994): a constant whose text would be a number if typed (signs, thousands, currency, percent, exponent, parenthesised negative) gets Excel's green corner triangle; the active cell then shows a warning button whose menu names the problem and offers Convert to Number for the selection (`formulas.convertToNumber`). Dates, times and fractions kept as text and formula results are not flagged, as in Excel |

From 2ae2329090828699221c9e88986b8301a8bdfbcb Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 07:26:48 -0700
Subject: [PATCH 11/34] Docs: drop the stale missing-keys row that still listed
 Ctrl+6

Ctrl+6 hides and shows objects, and the row above already lists the other missing keys (Ctrl+Q, Ctrl+A after a function name, Ctrl+Alt+P).
---
 docs/ui-parity.md | 1 -
 1 file changed, 1 deletion(-)

diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 17538e580..bfc45b975 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -137,7 +137,6 @@ otherwise. Number-format and border keys match the physical key (Ctrl+Shift+4, w
 | Ctrl+Q, Ctrl+A after a function name, Ctrl+Alt+P | same | Quick Analysis, Function Arguments, tooltips | missing |
 | Ctrl+Shift+A after a function name | Control+Shift+A | argument names: `=SUMIF(` becomes `=SUMIF(range,criteria,sum_range)`, the `(` added when missing; one Undo takes them back | **added** |
 | Ctrl+Shift+U | Control+Shift+U | expand or collapse the formula bar (`view.expandFormulaBar`), on the grid and while editing; on Windows and Linux it no longer underlines | **added** |
-| Ctrl+6, Ctrl+Q, Ctrl+A after a function name, Ctrl+Alt+P | same | objects, Quick Analysis, Function Arguments, tooltips | missing |
 | Ctrl+Shift+Page Up / Down, Ctrl+Alt+5, Ctrl+Shift+F1, Ctrl+F5–F10, Alt+F8 / F11 / F12 | same | group sheets, shape cycling, full screen, window keys, macros, VBA, Power Query | missing |
 | — | Cmd+= (calculate), Cmd+T (references while editing; F4 works), Shift+F7, Cmd+Shift+L | Mac-only extras | missing (Cmd+= is egui's zoom key; no thesaurus or Modify Cell Style) |
 

From 30126a709abd0d79b28ac4a7783d61732f542791 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 07:37:50 -0700
Subject: [PATCH 12/34] PivotTables: Enable show details turns Show Details off
 for a PivotTable

A PivotTable has an Enable show details option, set with the new
pivot.options command ({pivot?, enableShowDetails?: bool}). While it is
off, pivot.showDetails and double-clicking a value cell list no records:
the double-click shows a message and does not open the cell for editing.
Labels and headers still edit. Changing the option is one undo step and
does not refresh the report. pivot.fields reports the setting.

XLSX files keep it: an off option is written as enableDrill="0" on the
pivotTableDefinition, and enableDrill is read on open (on when absent).
---
 ROADMAP.md                                    |  1 +
 crates/engine/src/cmd/pivot.rs                | 64 +++++++++++++++++++
 crates/model/src/features.rs                  |  4 ++
 crates/ui-egui/tests/it/pivot_show_details.rs | 17 ++++-
 crates/xlsx/src/pivot.rs                      |  4 ++
 crates/xlsx/src/tests/pivot_tests.rs          | 23 ++++++-
 docs/gaps.md                                  |  7 +-
 7 files changed, 116 insertions(+), 4 deletions(-)

diff --git a/ROADMAP.md b/ROADMAP.md
index da06359b5..7f3a2253e 100644
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -135,6 +135,7 @@ Ranked; estimates in Opus 5.5 agent-hours. Detail and the full beta-gate list in
 
 | Date | What landed |
 |---|---|
+| 2026-10-24 | PivotTables: Enable show details (`pivot.options` `enableShowDetails`); turned off, Show Details and double-clicking a value cell list no records, and XLSX files keep the setting (`enableDrill`) |
 | 2026-10-23 | Accounting negatives in text: `$(1,234)`, `$ (5)` and `(5)%` read as negative numbers when typed, coerced by arithmetic or passed to VALUE, like Excel 365; `(-5)`, `((5))`, `$5%` and dates or times in parentheses stay text |
 | 2026-10-23 | Calc: `INDEX(A1:C3,2)` (one index on a reference of several rows and columns) is `#REF!` as in Excel, instead of the whole row; `INDEX(A1:C3,2,)` still gives the row |
 | 2026-10-22 | Formula hardening: digits too many for a finite number are text, so `"1 <400 digits>/<400 digits>"` no longer coerces to NaN; a NaN column index in VLOOKUP, HLOOKUP and the D-functions is `#VALUE!` instead of an index underflow; REGEXREPLACE stops building a result as soon as it can only be too long (a worst case went from 1 GB to 7 MB) (#2163, #2162) |
diff --git a/crates/engine/src/cmd/pivot.rs b/crates/engine/src/cmd/pivot.rs
index 229ff22b6..5277ff98a 100644
--- a/crates/engine/src/cmd/pivot.rs
+++ b/crates/engine/src/cmd/pivot.rs
@@ -188,6 +188,15 @@ pub fn specs() -> Vec<CommandSpec> {
             has_doc,
             show_details
         ),
+        cmd!(
+            "pivot.options",
+            "PivotTable Options",
+            ["PivotTable Analyze", "PivotTable"],
+            None,
+            "{pivot?, enableShowDetails?: bool (Data › Enable show details: off, Show Details and double-clicking a value cell list no records)} → {enableShowDetails}",
+            has_doc,
+            options
+        ),
         cmd!(
             "pivot.delete",
             "Delete PivotTable",
@@ -757,6 +766,9 @@ fn show_details(s: &mut Session, p: &Json) -> Result<Json> {
     let origin = pt.last_range.map(|r| r.start).unwrap_or_default();
     let found = pv::detail_records(&d.wb, pt, active, at.row.saturating_sub(origin.row), at.col.saturating_sub(origin.col)).map_err(other)?;
     let (src, records) = found.ok_or_else(|| EngineError::Disabled("pivot.showDetails".into(), pv::NOT_A_VALUE_CELL.into()))?;
+    if !pt.enable_show_details {
+        return Err(other(SHOW_DETAILS_OFF));
+    }
     if d.wb.protected_structure {
         return Err(other("The workbook is protected and cannot be changed."));
     }
@@ -824,6 +836,32 @@ fn show_details(s: &mut Session, p: &Json) -> Result<Json> {
     Ok(res)
 }
 
+/// The message Show Details gives while Enable show details is off.
+const SHOW_DETAILS_OFF: &str = "Show Details is turned off for this PivotTable. Turn on Enable show details in PivotTable Options.";
+
+/// PivotTable Options: Enable show details (Data). Changes only the option; the report is not
+/// refreshed. Without params it returns the current setting.
+fn options(s: &mut Session, p: &Json) -> Result<Json> {
+    let (si, pi) = find_pivot(s, p)?;
+    let enable = bool_param(p, "enableShowDetails");
+    if p.get("enableShowDetails").is_some_and(|v| !v.is_null()) && enable.is_none() {
+        return Err(bad("pivot.options", "`enableShowDetails` must be true or false"));
+    }
+    let current = |s: &Session| -> Result<Json> {
+        let pt = s.doc()?.wb.sheet(si).and_then(|sh| sh.pivots.get(pi)).ok_or_else(|| other("There's no such PivotTable."))?;
+        Ok(json!({"enableShowDetails": pt.enable_show_details}))
+    };
+    let Some(on) = enable else { return current(s) };
+    if current(s)?["enableShowDetails"] == json!(on) {
+        return current(s);
+    }
+    edit(s, |cx| {
+        let pt = cx.sheet_mut(si)?.pivots.get_mut(pi).ok_or_else(|| other("There's no such PivotTable."))?;
+        pt.enable_show_details = on;
+        Ok(json!({"enableShowDetails": on}))
+    })
+}
+
 fn summarize_table(s: &mut Session, p: &Json) -> Result<Json> {
     let d = s.doc()?;
     let name = match str_param(p, "table") {
@@ -861,6 +899,7 @@ fn pivot_json(wb: &Workbook, si: usize, pt: &PivotTable) -> Json {
         "calculatedFields": pt.calculated_fields.iter().map(|c| json!({"name": c.name, "formula": c.formula})).collect::<Vec<_>>(),
         "valuesOnRows": pt.values_on_rows,
         "valuesPosition": pt.values_position,
+        "enableShowDetails": pt.enable_show_details,
     })
 }
 
@@ -2580,4 +2619,29 @@ mod tests {
         }
         assert_eq!(s.doc().unwrap().wb.sheets.len(), 2);
     }
+
+    #[test]
+    fn enable_show_details_off_stops_show_details() {
+        let mut s = sales();
+        s.execute("insert.pivotTable", json!({"rows": ["Region"], "columns": ["Product"], "values": ["Sales"]})).unwrap();
+        assert_eq!(s.execute("pivot.options", json!({})).unwrap()["enableShowDetails"], true);
+        s.execute("pivot.options", json!({"enableShowDetails": false})).unwrap();
+        assert!(!pt(&s).enable_show_details);
+        assert_eq!(s.execute("pivot.fields", json!({})).unwrap()["enableShowDetails"], false);
+        let e = s.execute("pivot.showDetails", json!({"cell": "B5"})).unwrap_err().to_string();
+        assert!(e.contains("Enable show details"), "{e}");
+        assert_eq!(s.doc().unwrap().wb.sheets.len(), 2);
+        // A label still reports that it is not a value cell.
+        let e = s.execute("pivot.showDetails", json!({"cell": "A5"})).unwrap_err().to_string();
+        assert!(!e.contains("Enable show details"), "{e}");
+        // Setting the same value again adds no undo step.
+        let after = s.doc().unwrap().revision;
+        s.execute("pivot.options", json!({"enableShowDetails": false})).unwrap();
+        assert_eq!(s.doc().unwrap().revision, after);
+        assert!(s.execute("pivot.options", json!({"enableShowDetails": "no"})).is_err());
+        // One undo turns the option back on.
+        s.execute("edit.undo", json!({})).unwrap();
+        assert!(pt(&s).enable_show_details);
+        assert_eq!(s.execute("pivot.showDetails", json!({"cell": "B5"})).unwrap()["records"], 2);
+    }
 }
diff --git a/crates/model/src/features.rs b/crates/model/src/features.rs
index aa250b9b0..e7114b802 100644
--- a/crates/model/src/features.rs
+++ b/crates/model/src/features.rs
@@ -1044,6 +1044,9 @@ pub struct PivotTable {
     pub values: Vec<PivotValue>,
     pub filters: Vec<PivotFilter>,
     pub layout: PivotLayout,
+    /// PivotTable Options › Data › Enable show details: Show Details lists a value cell's
+    /// source records only while this is on.
+    pub enable_show_details: bool,
     /// Grand total for each row (the "Grand Total" column), like Excel's "On for Rows".
     pub grand_totals_rows: bool,
     /// Grand total for each column (the "Grand Total" row), like Excel's "On for Columns".
@@ -1087,6 +1090,7 @@ impl Default for PivotTable {
             values: vec![],
             filters: vec![],
             layout: PivotLayout::Compact,
+            enable_show_details: true,
             grand_totals_rows: true,
             grand_totals_cols: true,
             subtotals: true,
diff --git a/crates/ui-egui/tests/it/pivot_show_details.rs b/crates/ui-egui/tests/it/pivot_show_details.rs
index 9f11b29eb..6300a719f 100644
--- a/crates/ui-egui/tests/it/pivot_show_details.rs
+++ b/crates/ui-egui/tests/it/pivot_show_details.rs
@@ -1,5 +1,6 @@
 //! Double-clicking a PivotTable's value cell shows its source records on a new sheet (Excel's
-//! Show Details); a label of the report still opens the cell for editing.
+//! Show Details) unless its Enable show details option is off; a label of the report still opens
+//! the cell for editing.
 
 use egui::{Event, Modifiers, PointerButton, Pos2, vec2};
 use gridcraft_engine::Session;
@@ -104,3 +105,17 @@ fn double_click_in_an_out_of_date_report_asks_for_a_refresh() {
     assert!(app.message.as_ref().is_some_and(|(_, m)| m.contains("out of date")), "{:?}", app.message);
     assert_eq!(app.session.active().unwrap().wb.sheets.len(), 1);
 }
+
+#[test]
+fn double_click_with_enable_show_details_off_says_why_and_does_not_edit() {
+    let mut h = harness();
+    h.state_mut().session.execute("pivot.options", json!({"pivot": "PivotTable1", "enableShowDetails": false})).unwrap();
+    h.run_steps(2);
+    let pos = center(&h, "E4");
+    double_click(&mut h, pos);
+
+    let app = h.state();
+    assert!(app.editor.is_none(), "the value cell must not open for editing");
+    assert!(app.message.as_ref().is_some_and(|(_, m)| m.contains("Enable show details")), "{:?}", app.message);
+    assert_eq!(app.session.active().unwrap().wb.sheets.len(), 1);
+}
diff --git a/crates/xlsx/src/pivot.rs b/crates/xlsx/src/pivot.rs
index f75523432..08f89335b 100644
--- a/crates/xlsx/src/pivot.rs
+++ b/crates/xlsx/src/pivot.rs
@@ -818,6 +818,9 @@ fn table_xml(pt: &PivotTable, idx: usize, cache_id: u32, c: &Cache, fmt_id: &dyn
     if !pt.show_headers {
         s.push_str(" showHeaders=\"0\"");
     }
+    if !pt.enable_show_details {
+        s.push_str(" enableDrill=\"0\"");
+    }
     // `rowGrandTotals` is the grand total row below the report (Excel's "On for Columns"),
     // `colGrandTotals` the grand total column at its right ("On for Rows").
     if !pt.grand_totals_cols {
@@ -1282,6 +1285,7 @@ fn read_table(cx: &mut Ctx<'_>, x: &El, cache: &CacheIn, id: u32) -> Option<Pivo
     pt.grand_totals_rows = x.flag("colGrandTotals", true);
     pt.grand_totals_cols = x.flag("rowGrandTotals", true);
     pt.show_headers = x.flag("showHeaders", true);
+    pt.enable_show_details = x.flag("enableDrill", true);
     pt.style = x.child("pivotTableStyleInfo").and_then(|s| s.attr("name")).unwrap_or("").to_string();
     if x.child("calculatedItems").is_some() || x.path(&["filters", "filter"]).is_some() {
         cx.warn(format!("PivotTable \"{}\": calculated items and label/value filters are not supported", pt.name));
diff --git a/crates/xlsx/src/tests/pivot_tests.rs b/crates/xlsx/src/tests/pivot_tests.rs
index 8bc941a0e..b9123e432 100644
--- a/crates/xlsx/src/tests/pivot_tests.rs
+++ b/crates/xlsx/src/tests/pivot_tests.rs
@@ -80,7 +80,8 @@ fn workbook() -> Workbook {
     wb.names.push(DefinedName { name: "SalesData".into(), scope: None, formula: "Data!$A$1:$F$9".into(), comment: String::new(), hidden: false });
 
     let mut report = Sheet::new("Report");
-    // Pivot 1: tabular, page filter, custom and built-in value formats, collapsed item.
+    // Pivot 1: tabular, page filter, custom and built-in value formats, collapsed item, Enable
+    // show details off.
     let p1 = PivotTable {
         id: 1,
         name: "Sales by Region".into(),
@@ -106,6 +107,7 @@ fn workbook() -> Workbook {
         ],
         filters: vec![PivotFilter { source_col: "Channel".into(), selected: Some(vec!["Online".into()]) }],
         layout: PivotLayout::Tabular,
+        enable_show_details: false,
         grand_totals_rows: false,
         grand_totals_cols: true,
         subtotals: false,
@@ -165,6 +167,7 @@ fn workbook() -> Workbook {
             PivotFilter { source_col: "Product".into(), selected: Some(vec!["A".into(), "B".into()]) },
         ],
         layout: PivotLayout::Outline,
+        enable_show_details: true,
         grand_totals_rows: true,
         grand_totals_cols: false,
         subtotals: true,
@@ -663,6 +666,24 @@ fn grand_totals_read_in_excel_direction() {
     }
 }
 
+// `enableDrill="0"` is PivotTable Options › Data › Enable show details turned off; without the
+// attribute the option is on.
+#[test]
+fn enable_show_details_reads_and_writes_enable_drill() {
+    let table = |attr: &str| {
+        format!(
+            r#"<pivotTableDefinition name="Drill" cacheId="1" {attr}><location ref="C1:F4"/><pivotFields><pivotField axis="axisRow"><items><item x="0"/><item x="1"/><item t="default"/></items></pivotField><pivotField dataField="1"/></pivotFields><rowFields><field x="0"/></rowFields><dataFields><dataField name="Sum of V" fld="1"/></dataFields></pivotTableDefinition>"#
+        )
+    };
+    for (attr, on) in [("enableDrill=\"0\"", false), ("enableDrill=\"1\"", true), ("", true)] {
+        let (wb, _) = read_xlsx(&with_pivot(&table(attr), Some(GOOD_CACHE))).unwrap();
+        assert_eq!(wb.sheet(0).unwrap().pivots[0].enable_show_details, on, "{attr}");
+        let parts = unzip(&write_xlsx(&wb).unwrap());
+        let written = String::from_utf8(parts.get("xl/pivotTables/pivotTable1.xml").unwrap().clone()).unwrap();
+        assert_eq!(written.contains(" enableDrill=\"0\""), !on, "{attr}: {written}");
+    }
+}
+
 #[test]
 fn data_on_rows_with_one_value_field_reads_without_warning() {
     let table = r#"<pivotTableDefinition name="OneValue" cacheId="1" dataOnRows="1"><location ref="C1:D4"/><pivotFields><pivotField axis="axisRow"><items><item x="0"/><item x="1"/><item t="default"/></items></pivotField><pivotField dataField="1"/></pivotFields><rowFields><field x="0"/></rowFields><dataFields><dataField name="Total" fld="1"/></dataFields></pivotTableDefinition>"#;
diff --git a/docs/gaps.md b/docs/gaps.md
index b07727991..761a0e10d 100644
--- a/docs/gaps.md
+++ b/docs/gaps.md
@@ -1,6 +1,6 @@
 # Gaps
 
-> **Last reviewed:** 2026-10-11 · **Last updated:** 2026-10-23 · **Change:** minor (§8: PivotTable Show Details) · **Target:** Microsoft Excel (Microsoft 365)
+> **Last reviewed:** 2026-10-11 · **Last updated:** 2026-10-24 · **Change:** minor (§8: PivotTable Enable show details; earlier: PivotTable Show Details) · **Target:** Microsoft Excel (Microsoft 365)
 
 Every known shortfall against Excel, one entry each, ranked by user impact (what blocks someone
 using GridCraft for real work first). This is the work list: pick from the top, check the open
@@ -85,7 +85,9 @@ No alpha blockers: every core workflow passes the [alpha gate](roadmap.md#alpha-
 - **Evidence:** `parity-checklist.md` missing `insert.slicer`, `insert.timeline`,
   `insert.pivotChart`, `table.insertSlicer`; calculated items and GETPIVOTDATA missing (calculated fields
   and values on rows done). Show Details (double-click a value, subtotal or grand total cell) lists
-  its source records on a new sheet; the "Enable show details" option isn't modelled yet.
+  its source records on a new sheet. The "Enable show details" option (`pivot.options`
+  `enableShowDetails`, saved as `enableDrill`) turns it off; it has no PivotTable Options dialog
+  yet (command only), and the right-click Show Details menu item is missing.
 - **Impact:** pivots are the analyst's main tool.
 - **Estimate:** 20–30 h for beta (25–40 h full).
 
@@ -179,6 +181,7 @@ No alpha blockers: every core workflow passes the [alpha gate](roadmap.md#alpha-
 
 | Date | Change | Summary |
 |---|---|---|
+| 2026-10-24 | minor | §8: PivotTable Enable show details: `pivot.options` `enableShowDetails` turns Show Details off for a PivotTable, read and written in XLSX as `enableDrill` |
 | 2026-10-23 | minor | §8: PivotTable Show Details: double-clicking a value cell lists its source records on a new sheet (#2364) |
 | 2026-10-20 | minor | §11: the Japanese catalog covers the dialogs, messages and menus — 943 keys (~43%), matching the pt-BR coverage; a test keeps the two catalogs in step |
 | 2026-10-17 | minor | §6: the five reports it tracked are closed and their PRs merged (#57, #133, #139, #140, #134; PRs #148, #155, #156, #157); the entry stays open for §15's oracle suite |

From 3fa6cb470b408f3613f7412d036f0445d551b2b6 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 08:47:51 -0700
Subject: [PATCH 13/34] PivotTables: right-clicking a value cell offers Show
 Details in the cell menu

The cell menu of a PivotTable's value, subtotal or grand total cell now
has a Show Details item after Sort Z to A. It runs pivot.showDetails on
the active cell, which lists the cell's source records on a new sheet,
as double-clicking the cell does. Labels and headers of a current
report, and cells outside a report, do not offer it. In a report that
is out of date every cell of the report offers the item, and running it
shows the message that asks for a refresh.

Whether the menu offers the item is cached per document, revision,
sheet and active cell.
---
 ROADMAP.md                                    |   1 +
 crates/ui-egui/src/grid.rs                    |  32 ++++++
 crates/ui-egui/tests/it/main.rs               |   1 +
 .../tests/it/pivot_show_details_menu.rs       | 106 ++++++++++++++++++
 docs/ui-parity.md                             |   5 +-
 5 files changed, 143 insertions(+), 2 deletions(-)
 create mode 100644 crates/ui-egui/tests/it/pivot_show_details_menu.rs

diff --git a/ROADMAP.md b/ROADMAP.md
index da06359b5..e0a3c218c 100644
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -135,6 +135,7 @@ Ranked; estimates in Opus 5.5 agent-hours. Detail and the full beta-gate list in
 
 | Date | What landed |
 |---|---|
+| 2026-10-24 | PivotTables: right-clicking a value, subtotal or grand total cell offers Show Details in the cell menu, which lists the cell's source records on a new sheet as double-clicking does |
 | 2026-10-23 | Accounting negatives in text: `$(1,234)`, `$ (5)` and `(5)%` read as negative numbers when typed, coerced by arithmetic or passed to VALUE, like Excel 365; `(-5)`, `((5))`, `$5%` and dates or times in parentheses stay text |
 | 2026-10-23 | Calc: `INDEX(A1:C3,2)` (one index on a reference of several rows and columns) is `#REF!` as in Excel, instead of the whole row; `INDEX(A1:C3,2,)` still gives the row |
 | 2026-10-22 | Formula hardening: digits too many for a finite number are text, so `"1 <400 digits>/<400 digits>"` no longer coerces to NaN; a NaN column index in VLOOKUP, HLOOKUP and the D-functions is `#VALUE!` instead of an index underflow; REGEXREPLACE stops building a result as soon as it can only be too long (a worst case went from 1 GB to 7 MB) (#2163, #2162) |
diff --git a/crates/ui-egui/src/grid.rs b/crates/ui-egui/src/grid.rs
index b485104b1..abe8bcf42 100644
--- a/crates/ui-egui/src/grid.rs
+++ b/crates/ui-egui/src/grid.rs
@@ -163,6 +163,9 @@ pub struct GridState {
     /// The PivotTable Fields pane's `pivot.fields` answer, cached per (doc uid, revision, pivot):
     /// it scans the whole source list, far too slow to repeat every frame (#2113).
     pub pivot_fields: Option<((u64, u64, String), serde_json::Value)>,
+    /// Whether the cell menu offers Show Details, cached per (doc uid, revision, sheet, active
+    /// cell): finding out computes the whole PivotTable report.
+    pub show_details_item: Option<((u64, u64, usize, CellRef), bool)>,
     pub header_menu: Option<(Pos2, bool)>,
     /// Page Layout view pagination, cached per (doc uid, revision, sheet, rows, columns).
     pub paper: Option<crate::paper_view::PaperCache>,
@@ -3353,6 +3356,12 @@ fn context_menu(app: &mut SheetApp, ui: &mut egui::Ui) {
             if let Some(item) = insert_copied {
                 items.insert(6, item);
             }
+            if show_details_offered(app)
+                && let Some(i) = items.iter().position(|(_, id)| *id == "data.sortDescending")
+            {
+                items.insert(i + 1, ("-", ""));
+                items.insert(i + 2, ("Show Details", "pivot.showDetails"));
+            }
             let lang = crate::i18n::current(ui.ctx());
             for (label, id) in items {
                 if label == "-" {
@@ -3409,6 +3418,29 @@ fn context_menu(app: &mut SheetApp, ui: &mut egui::Ui) {
     }
 }
 
+/// Whether the cell menu offers Show Details (Excel's right-click › Show Details): the active cell
+/// is a value, subtotal or grand total cell of a PivotTable, or a cell of a report that is out of
+/// date, where running the command says so. Labels and headers of a current report don't offer it.
+fn show_details_offered(app: &mut SheetApp) -> bool {
+    let Some(d) = app.session.active() else { return false };
+    let (si, at) = (d.wb.active_sheet, d.selection.active);
+    let key = (d.uid, d.revision, si, at);
+    if let Some((k, on)) = app.grid.show_details_item
+        && k == key
+    {
+        return on;
+    }
+    let on = d.wb.active().and_then(|sh| sh.pivots.iter().find(|pt| pt.last_range.is_some_and(|r| r.contains(at)))).is_some_and(|pt| {
+        let origin = pt.last_range.map(|r| r.start).unwrap_or_default();
+        !matches!(
+            gridcraft_engine::pivot::detail_records(&d.wb, pt, si, at.row.saturating_sub(origin.row), at.col.saturating_sub(origin.col)),
+            Ok(None)
+        )
+    });
+    app.grid.show_details_item = Some((key, on));
+    on
+}
+
 /// The ways to fill a dragged range, as the fill menu and the Auto Fill Options button list them.
 const FILL_MODES: [(&str, &str); 4] =
     [("Copy Cells", "copy"), ("Fill Series", "extend"), ("Fill Formatting Only", "formats"), ("Fill Without Formatting", "values")];
diff --git a/crates/ui-egui/tests/it/main.rs b/crates/ui-egui/tests/it/main.rs
index 3a9769c1c..4a70a8f7a 100644
--- a/crates/ui-egui/tests/it/main.rs
+++ b/crates/ui-egui/tests/it/main.rs
@@ -62,6 +62,7 @@ mod page_setup_margins;
 mod paste_special_dialog;
 mod pivot_pane;
 mod pivot_show_details;
+mod pivot_show_details_menu;
 mod popup_dismissal;
 mod protect_password;
 mod right_to_left;
diff --git a/crates/ui-egui/tests/it/pivot_show_details_menu.rs b/crates/ui-egui/tests/it/pivot_show_details_menu.rs
new file mode 100644
index 000000000..02527d8a3
--- /dev/null
+++ b/crates/ui-egui/tests/it/pivot_show_details_menu.rs
@@ -0,0 +1,106 @@
+//! Right-clicking a PivotTable's value cell offers Show Details in the cell menu (Excel's
+//! right-click › Show Details); labels of the report and ordinary cells don't offer it.
+
+use egui::{Event, Modifiers, PointerButton, Pos2, vec2};
+use egui_kittest::kittest::Queryable as _;
+use gridcraft_engine::Session;
+use gridcraft_engine::core::CellRef;
+use gridcraft_ui_egui::{SheetApp, grid::Geo};
+use serde_json::json;
+
+fn harness() -> egui_kittest::Harness<'static, SheetApp> {
+    let mut session = Session::new();
+    session.new_workbook();
+    session.execute("range.setValues", json!({"range": "A1", "values": [["Region", "Sales"], ["East", 100], ["West", 80], ["East", 30]]})).unwrap();
+    // Report at D3: D4 East, E4 its Sum of Sales, E6 the Grand Total.
+    session
+        .execute("insert.pivotTable", json!({"source": "Sheet1!A1:B4", "destination": "Sheet1!D3", "rows": ["Region"], "values": ["Sales"]}))
+        .unwrap();
+    session.execute("selection.set", json!({"cell": "A1"})).unwrap();
+    let mut h = egui_kittest::Harness::builder().with_step_dt(1.0 / 60.0).with_size(vec2(1200.0, 800.0)).build_ui_state(
+        |ui, app: &mut SheetApp| {
+            app.logic(ui.ctx());
+            app.ui(ui);
+        },
+        SheetApp::new(session, Default::default()),
+    );
+    h.run_steps(4);
+    h
+}
+
+fn center(h: &egui_kittest::Harness<'_, SheetApp>, cell: &str) -> Pos2 {
+    let app = h.state();
+    let sheet = app.session.active().unwrap().wb.active().unwrap();
+    let geo = Geo::new(sheet, app.grid.rect.unwrap(), app.view().scroll);
+    geo.cell_rect(sheet, CellRef::parse(cell).unwrap()).center()
+}
+
+fn right_click(h: &mut egui_kittest::Harness<'_, SheetApp>, cell: &str) {
+    let pos = center(h, cell);
+    h.input_mut().events.push(Event::PointerMoved(pos));
+    for pressed in [true, false] {
+        h.input_mut().events.push(Event::PointerButton { pos, button: PointerButton::Secondary, pressed, modifiers: Modifiers::NONE });
+        h.run_steps(2);
+    }
+    assert!(h.state().grid.context_menu.is_some(), "the cell menu opens on {cell}");
+}
+
+#[test]
+fn show_details_in_the_cell_menu_lists_a_value_cells_records_on_a_new_sheet() {
+    let mut h = harness();
+    right_click(&mut h, "E4");
+    h.get_by_label("Show Details").click();
+    h.run_steps(2);
+
+    let app = h.state();
+    assert!(app.grid.context_menu.is_none(), "the menu closes");
+    let wb = &app.session.active().unwrap().wb;
+    assert_eq!(wb.sheets.len(), 2);
+    let sheet = wb.active().unwrap();
+    let text = |a: &str| sheet.value(CellRef::parse(a).unwrap()).display();
+    assert_eq!(
+        [text("A1"), text("B1"), text("A2"), text("B2"), text("A3"), text("B3"), text("A4")],
+        ["Region", "Sales", "East", "100", "East", "30", ""]
+    );
+}
+
+#[test]
+fn show_details_in_the_cell_menu_on_the_grand_total_takes_every_record() {
+    let mut h = harness();
+    right_click(&mut h, "E6");
+    h.get_by_label("Show Details").click();
+    h.run_steps(2);
+
+    let wb = &h.state().session.active().unwrap().wb;
+    assert_eq!(wb.sheets.len(), 2);
+    let sheet = wb.active().unwrap();
+    assert_eq!(sheet.value(CellRef::parse("B4").unwrap()).display(), "30");
+}
+
+#[test]
+fn labels_of_the_report_and_ordinary_cells_have_no_show_details_item() {
+    let mut h = harness();
+    for cell in ["D4", "D3", "A2"] {
+        right_click(&mut h, cell);
+        assert!(h.query_by_label("Sort A to Z").is_some(), "the cell menu is up on {cell}");
+        assert!(h.query_by_label("Show Details").is_none(), "{cell} offers no Show Details");
+        let escape = Event::Key { key: egui::Key::Escape, physical_key: None, pressed: true, repeat: false, modifiers: Modifiers::NONE };
+        h.input_mut().events.push(escape);
+        h.run_steps(2);
+    }
+}
+
+#[test]
+fn show_details_in_an_out_of_date_report_asks_for_a_refresh() {
+    let mut h = harness();
+    // West goes away without a refresh: the report on the sheet is no longer what the source gives.
+    h.state_mut().session.execute("range.setValues", json!({"range": "Sheet1!A3", "values": [["East"]]})).unwrap();
+    h.run_steps(2);
+    right_click(&mut h, "E4");
+    h.get_by_label("Show Details").click();
+    h.run_steps(2);
+
+    let app = h.state();
+    assert!(app.message.as_ref().is_some_and(|(_, m)| m.contains("out of date")), "{:?}", app.message);
+    assert_eq!(app.session.active().unwrap().wb.sheets.len(), 1);
+}
diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..d7715c3aa 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -1,6 +1,6 @@
 # UI parity
 
-> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-23 · **Change:** minor (New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
+> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-24 · **Change:** minor (Show Details in the cell menu of a PivotTable value cell; New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
 
 Interaction, controls and feel, against Excel. Part of [target-app-parity.md](target-app-parity.md).
 **UI/UX fidelity: ~55% ready, 50–80 h** (estimated). Ribbon command coverage is measured
@@ -64,7 +64,7 @@ this logic, with one undo step.
 | Freeze panes, split panes | freeze done; split to verify |
 | A Table's header names and filter buttons in the column headings once its header row scrolls away | done (#1423): with the active cell in the Table, as in Excel; the button opens the column's filter menu, the rest of the heading still selects the column. Plain AutoFilter ranges keep their letters (Excel does the same) |
 | Copy as HTML table for other apps | done (#36, 10-10) |
-| Context menu on cells | 16 items (Cut, Copy, Paste, Paste Special, Insert, Delete, Clear Contents, Filter by value, Sort, New Comment, New Note, Format Cells, Pick From Drop-down List, Define Name, Link). Insert Copied Cells (Insert Cut Cells for whole rows/columns) while the clipboard holds a copy (#21). Missing: Insert Cut Cells for a cell block, paste-option icons, Quick Analysis, Get Data from Table, Show Changes, Smart Lookup |
+| Context menu on cells | 16 items (Cut, Copy, Paste, Paste Special, Insert, Delete, Clear Contents, Filter by value, Sort, New Comment, New Note, Format Cells, Pick From Drop-down List, Define Name, Link). Insert Copied Cells (Insert Cut Cells for whole rows/columns) while the clipboard holds a copy (#21). Show Details on a PivotTable's value, subtotal or grand total cell (`pivot.showDetails`). Missing: Insert Cut Cells for a cell block, paste-option icons, Quick Analysis, Get Data from Table, Show Changes, Smart Lookup |
 | Move and resize charts, pictures and shapes | charts can't be resized (#190) |
 | Context menus on row/column headers, sheet tabs, charts, shapes | headers and tabs done; objects partial |
 | Quick Analysis (Ctrl+Q) | missing |
@@ -178,6 +178,7 @@ scrollbar bugs 2–4 · pixel/feel pass against observed Excel 7–12.
 
 | Date | Change | Summary |
 |---|---|---|
+| 2026-10-24 | minor | Right-clicking a PivotTable's value, subtotal or grand total cell offers Show Details in the cell menu, as in Excel ("Right-click a field in the values area of the PivotTable, and then click Show Details"): it lists the cell's source records on a new sheet, as double-clicking the cell does (`pivot.showDetails`). Labels and headers of a current report don't offer it; in a report that is out of date every cell offers it, and choosing it asks for a refresh |
 | 2026-10-23 | minor | Conditional Formatting ▸ New Rule, formula: clicking a cell on the grid writes its absolute reference at the formula box's caret (`=$B$2`, an empty box starts with `=`), a drag writes a range (`$B$2:$C$4`) and a second click replaces the reference just written, as in Excel ("Selecting cells on the worksheet inserts absolute cell references"). The selection the rule applies to doesn't move, and the box keeps the keyboard. After an operand (`=A1>5`) the click does nothing (#2348) |
 | 2026-10-23 | minor | Frozen panes: Page Up, Ctrl+Up and Shift variants that move from the scrolled rows into the frozen ones bring the scrolled rows back to the top, so the rows in between are seen again (Page Up from far down used to end on row 1 with the view still a page down); Ctrl+Left and Alt+Page Up do the same for frozen columns. Other ways of selecting a frozen cell (click, Find, Go To, Undo, formula pointing) leave the view where it is |
 | 2026-10-23 | minor | After a left-drag of the fill handle an Auto Fill Options button sits below the filled cells; its menu redoes the fill as Copy Cells, Fill Series, Fill Formatting Only or Fill Without Formatting (undoes the drag's fill, then `edit.autoFill` in that mode). It goes away when the workbook changes or the selection moves (#1403) |

From 28efc9dabf4841a8f584e3ecb567603c9810cf7b Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 09:25:36 -0700
Subject: [PATCH 14/34] Docs: list the date fill modes in the ui-parity history
 row without table pipes

---
 docs/ui-parity.md | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 174ba0ebe..07dd01764 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -181,7 +181,7 @@ scrollbar bugs 2–4 · pixel/feel pass against observed Excel 7–12.
 | 2026-10-23 | minor | Conditional Formatting ▸ New Rule, formula: clicking a cell on the grid writes its absolute reference at the formula box's caret (`=$B$2`, an empty box starts with `=`), a drag writes a range (`$B$2:$C$4`) and a second click replaces the reference just written, as in Excel ("Selecting cells on the worksheet inserts absolute cell references"). The selection the rule applies to doesn't move, and the box keeps the keyboard. After an operand (`=A1>5`) the click does nothing (#2348) |
 | 2026-10-23 | minor | Frozen panes: Page Up, Ctrl+Up and Shift variants that move from the scrolled rows into the frozen ones bring the scrolled rows back to the top, so the rows in between are seen again (Page Up from far down used to end on row 1 with the view still a page down); Ctrl+Left and Alt+Page Up do the same for frozen columns. Other ways of selecting a frozen cell (click, Find, Go To, Undo, formula pointing) leave the view where it is |
 | 2026-10-23 | minor | After a left-drag of the fill handle an Auto Fill Options button sits below the filled cells; its menu redoes the fill as Copy Cells, Fill Series, Fill Formatting Only or Fill Without Formatting (undoes the drag's fill, then `edit.autoFill` in that mode). It goes away when the workbook changes or the selection moves (#1403) |
-| 2026-10-24 | minor | When the fill starts from a date, the right-drag fill menu and the Auto Fill Options button also offer Fill Days, Fill Weekdays (Saturday and Sunday skipped), Fill Months and Fill Years (`edit.autoFill` `mode: days|weekdays|months|years`). A lone date steps by one unit; two or more dates step by the difference between the first two in that unit, or one unit when they fall in the same one. Fill Months and Fill Years keep the day of the month, clamped to the month's last day. Every fill by months or years (these two, a drag of dates a month apart, and Series by Month or Year) keeps the time of day of a date with a time, which used to be dropped |
+| 2026-10-24 | minor | When the fill starts from a date, the right-drag fill menu and the Auto Fill Options button also offer Fill Days, Fill Weekdays (Saturday and Sunday skipped), Fill Months and Fill Years (`edit.autoFill` with `mode` set to `days`, `weekdays`, `months` or `years`). A lone date steps by one unit; two or more dates step by the difference between the first two in that unit, or one unit when they fall in the same one. Fill Months and Fill Years keep the day of the month, clamped to the month's last day. Every fill by months or years (these two, a drag of dates a month apart, and Series by Month or Year) keeps the time of day of a date with a time, which used to be dropped |
 | 2026-10-22 | minor | Show Outline Symbols (`view.showOutlineSymbols`, Ctrl+8): a sheet can hide the outline's level buttons and brackets while keeping its outline, as Excel saves with `showOutlineSymbols="0"` (read and written); the grid then gives the bands no room |
 | 2026-10-22 | minor | A number in a repeat-fill format (`*`, as in the Accounting format) that is too wide for its column shows #### like any other number, instead of the fill rebuilding the value so its leading digits were cut off (2,509.00 CHF drawn as "509.00 CHF") |
 | 2026-10-21 | minor | Background error checking, first part (#1994): a constant whose text would be a number if typed (signs, thousands, currency, percent, exponent, parenthesised negative) gets Excel's green corner triangle; the active cell then shows a warning button whose menu names the problem and offers Convert to Number for the selection (`formulas.convertToNumber`). Dates, times and fractions kept as text and formula results are not flagged, as in Excel |

From 3d41bdb95618809464bfc2a34d38136c8fdbb354 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 09:46:33 -0700
Subject: [PATCH 15/34] Sheet tabs: drag the handle at the scrollbar's left
 edge to give the tabs more or less room

The sheet tabs took up to 60% of the tab bar and the horizontal
scrollbar the rest, and nothing between them could be dragged. The
gap at the scrollbar's left edge is now a handle: it shows the resize
cursor, and dragging it right gives the tabs more of the bar, until the
scrollbar is 100 px wide. After the window is narrowed, the scrollbar
is still 100 px wide. Dragging it left gives the scrollbar more, down
to the New sheet button. Room the tabs do not fill stays empty, and
New sheet stays after the last tab.

Each open workbook keeps its own share while it is open. The share is
not saved in the file, and a workbook starts at the default.
---
 ROADMAP.md                           |   1 +
 crates/ui-egui/src/grid.rs           |   5 +
 crates/ui-egui/src/tabs.rs           |  77 ++++++++++++-
 crates/ui-egui/tests/it/main.rs      |   1 +
 crates/ui-egui/tests/it/tab_split.rs | 159 +++++++++++++++++++++++++++
 docs/ui-parity.md                    |   5 +-
 6 files changed, 243 insertions(+), 5 deletions(-)
 create mode 100644 crates/ui-egui/tests/it/tab_split.rs

diff --git a/ROADMAP.md b/ROADMAP.md
index da06359b5..b329e15c7 100644
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -135,6 +135,7 @@ Ranked; estimates in Opus 5.5 agent-hours. Detail and the full beta-gate list in
 
 | Date | What landed |
 |---|---|
+| 2026-10-24 | Sheet tabs: dragging the handle between the tabs and the horizontal scrollbar gives the tabs more or less of the bar, as in Excel; each open workbook keeps its own share |
 | 2026-10-23 | Accounting negatives in text: `$(1,234)`, `$ (5)` and `(5)%` read as negative numbers when typed, coerced by arithmetic or passed to VALUE, like Excel 365; `(-5)`, `((5))`, `$5%` and dates or times in parentheses stay text |
 | 2026-10-23 | Calc: `INDEX(A1:C3,2)` (one index on a reference of several rows and columns) is `#REF!` as in Excel, instead of the whole row; `INDEX(A1:C3,2,)` still gives the row |
 | 2026-10-22 | Formula hardening: digits too many for a finite number are text, so `"1 <400 digits>/<400 digits>"` no longer coerces to NaN; a NaN column index in VLOOKUP, HLOOKUP and the D-functions is `#VALUE!` instead of an index underflow; REGEXREPLACE stops building a result as soon as it can only be too long (a worst case went from 1 GB to 7 MB) (#2163, #2162) |
diff --git a/crates/ui-egui/src/grid.rs b/crates/ui-egui/src/grid.rs
index b485104b1..3702f086b 100644
--- a/crates/ui-egui/src/grid.rs
+++ b/crates/ui-egui/src/grid.rs
@@ -176,6 +176,11 @@ pub struct GridState {
     pub geo: Option<Geo>,
     /// The horizontal scrollbar's track in the sheet tab bar (hit-testing for tests).
     pub hscroll: Option<Rect>,
+    /// The handle between the sheet tabs and the horizontal scrollbar (hit-testing for tests).
+    pub tab_split: Option<Rect>,
+    /// The share of the tab bar each workbook's tabs (and New sheet) take after the handle was
+    /// dragged, by document uid. A workbook without one gives its tabs up to 60%.
+    pub tab_shares: std::collections::HashMap<u64, f32>,
     /// Ctrl+wheel zoom in progress (see [`WheelZoom`]).
     pub wheel_zoom: Option<WheelZoom>,
     /// A one-finger touch drag in progress: it pans the sheet instead of selecting.
diff --git a/crates/ui-egui/src/tabs.rs b/crates/ui-egui/src/tabs.rs
index bc6fcc1d8..49f7993a4 100644
--- a/crates/ui-egui/src/tabs.rs
+++ b/crates/ui-egui/src/tabs.rs
@@ -55,6 +55,46 @@ fn tab_drop(i: usize, steps: i64, copy: bool) -> Option<serde_json::Value> {
     Some(json!({"sheet": i, "to": to}))
 }
 
+/// The New sheet (+) button and the gap before it.
+const NEW_SHEET_WIDTH: f32 = 32.0;
+/// The handle between the tabs and the horizontal scrollbar.
+const SPLIT_WIDTH: f32 = 8.0;
+/// The narrowest the scrollbar track gets when the handle is dragged to the right.
+const MIN_TRACK: f32 = 100.0;
+
+/// The share of the tab bar (`bar`: its left edge and width) the tabs and New sheet take with
+/// the handle dragged to `x`: New sheet stays shown, and the track ending at `right` keeps
+/// [`MIN_TRACK`].
+fn dragged_share(x: f32, bar: (f32, f32), right: f32) -> f32 {
+    let (left, width) = bar;
+    if !width.is_finite() || width <= 0.0 || !x.is_finite() {
+        return 0.6;
+    }
+    let min = NEW_SHEET_WIDTH / width;
+    let max = ((right - SPLIT_WIDTH - MIN_TRACK - left) / width).max(min);
+    ((x - left) / width).clamp(min, max)
+}
+
+/// The handle at the left edge of the horizontal scrollbar: dragging it gives the sheet tabs more
+/// or less of the bar, as in Excel, for the workbook `uid`.
+fn tab_split_handle(app: &mut SheetApp, ui: &mut Ui, split: Rect, bar: (f32, f32), right: f32, uid: u64, t: &Tokens) {
+    app.grid.tab_split = Some(split);
+    let resp = ui.interact(split, ui.id().with("tab_split"), Sense::drag());
+    if resp.hovered() || resp.dragged() {
+        ui.ctx().set_cursor_icon(egui::CursorIcon::ResizeHorizontal);
+    }
+    if resp.dragged()
+        && let Some(p) = resp.interact_pointer_pos()
+    {
+        app.grid.tab_shares.insert(uid, dragged_share(p.x - SPLIT_WIDTH / 2.0, bar, right));
+        ui.ctx().request_repaint();
+    }
+    let color = if resp.hovered() || resp.dragged() { t.text_dim } else { t.text_disabled };
+    for dy in [-4.0, 0.0, 4.0] {
+        ui.painter().circle_filled(pos2(split.center().x, split.center().y + dy), 1.0, color);
+    }
+}
+
 pub fn sheet_tabs(app: &mut SheetApp, ui: &mut Ui) {
     let t = Tokens::get(ui.ctx());
     egui::Panel::bottom("sheet_tabs").exact_size(32.0).frame(egui::Frame::NONE.fill(t.tab_bar)).show(ui, |ui| {
@@ -81,6 +121,12 @@ pub fn sheet_tabs(app: &mut SheetApp, ui: &mut Ui) {
             }
             ui.add_space(8.0);
             let Some(d) = app.session.active() else { return };
+            let (bar_left, bar_width) = (ui.cursor().left(), ui.available_width());
+            let uid = d.uid;
+            // The track ends where the grid does, so it stops under the vertical scrollbar. A share
+            // dragged in a wider window is held to the same limits as a drag at this width.
+            let bar_right = app.grid.rect.map_or(bar_left + bar_width, |r| r.right()).min(bar_left + bar_width);
+            let share = app.grid.tab_shares.get(&uid).map(|&share| dragged_share(bar_left + bar_width * share, (bar_left, bar_width), bar_right));
             let sheets: Vec<(usize, String, Option<[u8; 3]>, bool)> =
                 d.wb.sheets
                     .iter()
@@ -91,7 +137,12 @@ pub fn sheet_tabs(app: &mut SheetApp, ui: &mut Ui) {
             // Keep worksheet tabs in their own horizontally scrollable viewport. As in Excel, the
             // tabs get up to 60% of the bar and the grid's horizontal scrollbar the rest; a strip
             // that needs less shrinks to its tabs, so New sheet (+) sits right after the last one.
-            let tabs_width = (ui.available_width() * 0.6).max(100.0);
+            // After the handle at the scrollbar's left edge is dragged, the tabs and New sheet
+            // take the share it was dragged to.
+            let tabs_width = match share {
+                Some(share) => (bar_width * share - NEW_SHEET_WIDTH).max(0.0),
+                None => (bar_width * 0.6).max(100.0),
+            };
             // Reveal the selected sheet after navigation or layout changes, but
             // allow browsing other tabs without snapping back on every frame.
             let reveal_key = egui::Id::new((d.uid, d.wb.active_sheet, &sheets, tabs_width.to_bits()));
@@ -116,6 +167,7 @@ pub fn sheet_tabs(app: &mut SheetApp, ui: &mut Ui) {
                 egui::ScrollArea::horizontal()
                     .id_salt("worksheet_tabs_horizontal")
                     .auto_shrink([true, false])
+                    .min_scrolled_width(0.0)
                     .scroll_bar_visibility(egui::scroll_area::ScrollBarVisibility::AlwaysHidden)
                     .show(ui, |ui| {
                         if wheel_scroll.abs() > 0.0 {
@@ -251,7 +303,13 @@ pub fn sheet_tabs(app: &mut SheetApp, ui: &mut Ui) {
             // The track ends where the grid does, so it stops under the vertical scrollbar.
             let avail = ui.available_rect_before_wrap();
             let right = app.grid.rect.map_or(avail.right(), |r| r.right()).min(avail.right());
-            let track = Rect::from_min_max(pos2(avail.left() + 8.0, avail.center().y - 7.0), pos2(right, avail.center().y + 7.0));
+            // The handle sits at the track's left edge. With a dragged share, the room the tabs
+            // don't fill stays empty before it.
+            let split_left =
+                share.map_or(avail.left(), |share| (bar_left + bar_width * share).min(right - SPLIT_WIDTH - MIN_TRACK).max(avail.left()));
+            let split = Rect::from_min_max(pos2(split_left, avail.top()), pos2(split_left + SPLIT_WIDTH, avail.bottom()));
+            tab_split_handle(app, ui, split, (bar_left, bar_width), right, uid, &t);
+            let track = Rect::from_min_max(pos2(split.right(), avail.center().y - 7.0), pos2(right, avail.center().y + 7.0));
             crate::grid::horizontal_scrollbar(app, ui, track, &t);
         });
     });
@@ -373,7 +431,9 @@ pub fn status_bar(app: &mut SheetApp, ui: &mut Ui) {
 
 #[cfg(test)]
 mod tests {
-    use super::{activate_sheet, drop_copies_sheet, navigator_items, rename_needs_focus, tab_drop};
+    use super::{
+        MIN_TRACK, NEW_SHEET_WIDTH, SPLIT_WIDTH, activate_sheet, dragged_share, drop_copies_sheet, navigator_items, rename_needs_focus, tab_drop,
+    };
     use crate::SheetApp;
     use egui::Modifiers;
     use gridcraft_engine::model::{Sheet, Visibility};
@@ -459,4 +519,15 @@ mod tests {
         let a1 = gridcraft_engine::core::CellRef::parse("A1").unwrap();
         assert!(app.session.active().unwrap().wb.sheet(0).unwrap().cell(a1).is_some(), "the value lands on the first sheet");
     }
+
+    #[test]
+    fn a_dragged_share_keeps_new_sheet_and_the_scrollbar_shown() {
+        // A 1,000 px bar from x = 100 whose track ends at x = 1,100.
+        let bar = (100.0, 1000.0);
+        assert_eq!(dragged_share(600.0, bar, 1100.0), 0.5);
+        assert_eq!(dragged_share(0.0, bar, 1100.0), NEW_SHEET_WIDTH / 1000.0, "New sheet stays shown");
+        assert_eq!(dragged_share(1100.0, bar, 1100.0), (1000.0 - SPLIT_WIDTH - MIN_TRACK) / 1000.0, "the track keeps its minimum");
+        assert_eq!(dragged_share(f32::NAN, bar, 1100.0), 0.6);
+        assert_eq!(dragged_share(600.0, (100.0, 0.0), 1100.0), 0.6, "an empty bar has the default share");
+    }
 }
diff --git a/crates/ui-egui/tests/it/main.rs b/crates/ui-egui/tests/it/main.rs
index 3a9769c1c..8734cd77b 100644
--- a/crates/ui-egui/tests/it/main.rs
+++ b/crates/ui-egui/tests/it/main.rs
@@ -79,6 +79,7 @@ mod shrink_to_fit;
 mod sort_dialog_columns;
 mod symbol_glyphs;
 mod system_theme;
+mod tab_split;
 mod table_headings;
 mod text_box_editing;
 mod text_overflow_scroll;
diff --git a/crates/ui-egui/tests/it/tab_split.rs b/crates/ui-egui/tests/it/tab_split.rs
new file mode 100644
index 000000000..21a21c4cb
--- /dev/null
+++ b/crates/ui-egui/tests/it/tab_split.rs
@@ -0,0 +1,159 @@
+//! The handle between the sheet tabs and the horizontal scrollbar: dragging it gives the tabs more
+//! or less of the tab bar, as in Excel.
+use egui::{Event, Modifiers, PointerButton, Pos2, Rect, Shape, pos2, vec2};
+use gridcraft_engine::Session;
+use gridcraft_ui_egui::SheetApp;
+use serde_json::json;
+
+type Harness = egui_kittest::Harness<'static, SheetApp>;
+
+fn harness(width: f32, sheets: usize) -> Harness {
+    let mut s = Session::new();
+    s.new_workbook();
+    s.execute("sheet.rename", json!({"sheet":0,"name":"Tab00"})).unwrap();
+    for i in 1..sheets {
+        s.execute("home.insertSheet", json!({"name":format!("Tab{i:02}")})).unwrap();
+    }
+    s.execute("sheet.activate", json!({"sheet":0})).unwrap();
+    let mut fonts_ready = false;
+    let mut h = Harness::builder().with_step_dt(1.0 / 60.0).with_size(vec2(width, 120.0)).build_ui_state(
+        move |ui, app: &mut SheetApp| {
+            if !fonts_ready {
+                ui.ctx().set_fonts(gridcraft_ui_egui::theme::font_definitions());
+                fonts_ready = true;
+                return;
+            }
+            app.grid.cells_rect = Some(Rect::from_min_size(pos2(0.0, 0.0), vec2(ui.max_rect().width(), 80.0)));
+            gridcraft_ui_egui::tabs::sheet_tabs(app, ui);
+        },
+        SheetApp::new(s, Default::default()),
+    );
+    h.run_steps(20);
+    h
+}
+
+fn split(h: &Harness) -> Rect {
+    h.state().grid.tab_split.expect("the tab bar has a split handle")
+}
+
+fn track(h: &Harness) -> Rect {
+    h.state().grid.hscroll.expect("the tab bar has a horizontal scrollbar")
+}
+
+/// The clip rectangle of the tab strip: the viewport the tab names are painted in.
+fn strip(h: &Harness) -> Rect {
+    h.output()
+        .shapes
+        .iter()
+        .find_map(|s| match &s.shape {
+            Shape::Text(t) if t.galley.job.text == "Tab00" => Some(s.clip_rect),
+            _ => None,
+        })
+        .expect("Tab00 was painted")
+}
+
+fn drag(h: &mut Harness, from: Pos2, to: Pos2) {
+    h.input_mut().events.extend([
+        Event::PointerMoved(from),
+        Event::PointerButton { pos: from, button: PointerButton::Primary, pressed: true, modifiers: Modifiers::NONE },
+    ]);
+    h.step();
+    for i in 1..=6 {
+        h.input_mut().events.push(Event::PointerMoved(from + (to - from) * (i as f32 / 6.0)));
+        h.step();
+    }
+    h.input_mut().events.push(Event::PointerButton { pos: to, button: PointerButton::Primary, pressed: false, modifiers: Modifiers::NONE });
+    h.run_steps(20);
+}
+
+#[test]
+fn dragging_the_handle_right_gives_overflowing_tabs_more_room() {
+    let mut h = harness(1200.0, 30);
+    let (before, handle) = (strip(&h), split(&h));
+    assert!(before.width() <= 1200.0 * 0.6, "the tabs start at their default share: {before:?}");
+    drag(&mut h, handle.center(), pos2(1000.0, handle.center().y));
+    let after = strip(&h);
+    assert!(after.width() > before.width() + 200.0, "the strip grew: {before:?} -> {after:?}");
+    assert!((split(&h).center().x - 1000.0).abs() <= 2.0, "the handle follows the pointer: {:?}", split(&h));
+    assert_eq!(track(&h).left(), split(&h).right(), "the scrollbar starts at the handle");
+    assert!(track(&h).width() >= 100.0, "the scrollbar keeps a usable width: {:?}", track(&h));
+    assert_eq!(h.state().session.doc().unwrap().wb.sheets.len(), 30, "dragging the handle does not edit the workbook");
+}
+
+#[test]
+fn dragging_the_handle_left_gives_the_scrollbar_more_room() {
+    let mut h = harness(1200.0, 30);
+    let (before, handle) = (track(&h), split(&h));
+    drag(&mut h, handle.center(), pos2(handle.center().x - 300.0, handle.center().y));
+    let after = track(&h);
+    assert!(after.width() > before.width() + 280.0, "the scrollbar grew: {before:?} -> {after:?}");
+    assert!(strip(&h).width() < 1200.0 * 0.6 - 280.0, "the strip shrank: {:?}", strip(&h));
+}
+
+#[test]
+fn the_handle_stops_before_the_scrollbar_gets_too_narrow_and_keeps_new_sheet_shown() {
+    let mut h = harness(1200.0, 30);
+    let handle = split(&h);
+    drag(&mut h, handle.center(), pos2(1195.0, handle.center().y));
+    assert!(track(&h).width() >= 100.0 - 0.5, "the scrollbar keeps 100 px: {:?}", track(&h));
+    let (handle, bar_left) = (split(&h), strip(&h).left());
+    drag(&mut h, handle.center(), pos2(0.0, handle.center().y));
+    // The tab strip has no width left, and the New sheet button (26 px after a 6 px gap) still
+    // fits before the handle.
+    assert!((split(&h).left() - bar_left - 32.0).abs() <= 1.0, "the handle is 32 px after the strip's start {bar_left}: {:?}", split(&h));
+}
+
+#[test]
+fn a_narrower_window_keeps_the_scrollbar_after_the_handle_was_dragged_right() {
+    let mut h = harness(1200.0, 30);
+    let handle = split(&h);
+    drag(&mut h, handle.center(), pos2(1195.0, handle.center().y));
+    h.set_size(vec2(700.0, 120.0));
+    h.run_steps(20);
+    let track = track(&h);
+    assert!(track.width() >= 100.0 - 0.5 && track.right() <= 700.5, "the scrollbar keeps 100 px in the bar: {track:?}");
+    assert_eq!(track.left(), split(&h).right(), "the scrollbar starts at the handle");
+    assert!(strip(&h).right() <= split(&h).left() - 32.0 + 0.5, "the tabs end before New sheet: {:?}", strip(&h));
+}
+
+#[test]
+fn room_the_tabs_do_not_fill_stays_empty_and_new_sheet_follows_the_last_tab() {
+    let mut h = harness(1200.0, 2);
+    let plus_before = track(&h).left() - 8.0 - 26.0;
+    let handle = split(&h);
+    drag(&mut h, handle.center(), pos2(900.0, handle.center().y));
+    assert!((split(&h).center().x - 900.0).abs() <= 2.0, "the handle stays where it was dragged: {:?}", split(&h));
+    assert_eq!(track(&h).left(), split(&h).right());
+    // New sheet (+) is still right after the last tab: clicking there adds a sheet.
+    let at = pos2(plus_before + 13.0, handle.center().y);
+    h.input_mut().events.extend([
+        Event::PointerMoved(at),
+        Event::PointerButton { pos: at, button: PointerButton::Primary, pressed: true, modifiers: Modifiers::NONE },
+    ]);
+    h.step();
+    h.input_mut().events.push(Event::PointerButton { pos: at, button: PointerButton::Primary, pressed: false, modifiers: Modifiers::NONE });
+    h.run_steps(20);
+    assert_eq!(h.state().session.doc().unwrap().wb.sheets.len(), 3, "New sheet stayed after the last tab");
+}
+
+#[test]
+fn the_handle_shows_the_resize_cursor() {
+    let mut h = harness(1200.0, 30);
+    let at = split(&h).center();
+    h.input_mut().events.push(Event::PointerMoved(at));
+    h.run_steps(2);
+    assert_eq!(h.output().platform_output.cursor_icon, egui::CursorIcon::ResizeHorizontal);
+}
+
+#[test]
+fn each_workbook_keeps_its_own_tab_share() {
+    let mut h = harness(1200.0, 30);
+    let handle = split(&h);
+    drag(&mut h, handle.center(), pos2(1000.0, handle.center().y));
+    assert!(track(&h).left() > 990.0, "the first workbook's scrollbar starts at the handle: {:?}", track(&h));
+    h.state_mut().session.new_workbook();
+    h.run_steps(20);
+    // The new workbook's one tab takes its default room, so its scrollbar starts right after New sheet.
+    assert!(track(&h).left() < 400.0, "a new workbook starts at the default share: {:?}", track(&h));
+    assert_eq!(h.state().grid.tab_shares.len(), 1, "only the dragged workbook has a share");
+}
diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..c12ec826b 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -1,6 +1,6 @@
 # UI parity
 
-> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-23 · **Change:** minor (New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
+> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-24 · **Change:** minor (dragging the handle between the sheet tabs and the horizontal scrollbar resizes the tabs; New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
 
 Interaction, controls and feel, against Excel. Part of [target-app-parity.md](target-app-parity.md).
 **UI/UX fidelity: ~55% ready, 50–80 h** (estimated). Ribbon command coverage is measured
@@ -68,7 +68,7 @@ this logic, with one undo step.
 | Move and resize charts, pictures and shapes | charts can't be resized (#190) |
 | Context menus on row/column headers, sheet tabs, charts, shapes | headers and tabs done; objects partial |
 | Quick Analysis (Ctrl+Q) | missing |
-| Smooth scrolling, scrollbars | done; vertical scrollbar added 10-09 (#73); horizontal scrollbar in the tab bar (60/40 split, drag, track click pages) 10-13 (#176, #840); the tabs/scrollbar split can't be dragged yet |
+| Smooth scrolling, scrollbars | done; vertical scrollbar added 10-09 (#73); horizontal scrollbar in the tab bar (60/40 split, drag, track click pages) 10-13 (#176, #840); dragging the handle at the scrollbar's left edge gives the tabs more or less of the bar; each workbook keeps its share while it is open (not saved in the file) |
 | Text overflow into empty neighbours, wrap, rotation, shrink to fit | done |
 
 ## Keyboard
@@ -178,6 +178,7 @@ scrollbar bugs 2–4 · pixel/feel pass against observed Excel 7–12.
 
 | Date | Change | Summary |
 |---|---|---|
+| 2026-10-24 | minor | Sheet tabs: the handle at the horizontal scrollbar's left edge shows the resize cursor, and dragging it moves the boundary, as in Excel ("Hover the mouse pointer at the edge of the scrollbar until you see the double-headed arrow"). Dragging it right gives the tabs more of the bar, until the scrollbar is 100 px wide (the scrollbar stays 100 px wide after the window is narrowed); dragging it left gives the scrollbar more, down to the New sheet button. Room the tabs don't fill stays empty, with New sheet after the last tab. Each open workbook keeps its own share; a workbook starts at the default (tabs up to 60%) |
 | 2026-10-23 | minor | Conditional Formatting ▸ New Rule, formula: clicking a cell on the grid writes its absolute reference at the formula box's caret (`=$B$2`, an empty box starts with `=`), a drag writes a range (`$B$2:$C$4`) and a second click replaces the reference just written, as in Excel ("Selecting cells on the worksheet inserts absolute cell references"). The selection the rule applies to doesn't move, and the box keeps the keyboard. After an operand (`=A1>5`) the click does nothing (#2348) |
 | 2026-10-23 | minor | Frozen panes: Page Up, Ctrl+Up and Shift variants that move from the scrolled rows into the frozen ones bring the scrolled rows back to the top, so the rows in between are seen again (Page Up from far down used to end on row 1 with the view still a page down); Ctrl+Left and Alt+Page Up do the same for frozen columns. Other ways of selecting a frozen cell (click, Find, Go To, Undo, formula pointing) leave the view where it is |
 | 2026-10-23 | minor | After a left-drag of the fill handle an Auto Fill Options button sits below the filled cells; its menu redoes the fill as Copy Cells, Fill Series, Fill Formatting Only or Fill Without Formatting (undoes the drag's fill, then `edit.autoFill` in that mode). It goes away when the workbook changes or the selection moves (#1403) |

From 7c10db07d9207e6a9aee60ebd2e684d744edc393 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 10:31:09 -0700
Subject: [PATCH 16/34] PivotTables: Show Details reports the turned-off option
 before an out-of-date report

With Enable show details off, Show Details on a value cell of a report whose
source has changed gave the out-of-date error. It now gives the turned-off
message, and a label still reports that it is not a value cell. The message
names pivot.options with enableShowDetails set to true, since there is no
PivotTable Options dialog.
---
 crates/engine/src/cmd/pivot.rs                | 26 ++++++++++++++-----
 crates/ui-egui/tests/it/pivot_show_details.rs |  2 +-
 2 files changed, 21 insertions(+), 7 deletions(-)

diff --git a/crates/engine/src/cmd/pivot.rs b/crates/engine/src/cmd/pivot.rs
index 5277ff98a..05acb4170 100644
--- a/crates/engine/src/cmd/pivot.rs
+++ b/crates/engine/src/cmd/pivot.rs
@@ -764,11 +764,13 @@ fn show_details(s: &mut Session, p: &Json) -> Result<Json> {
         .find(|pt| pt.last_range.is_some_and(|r| r.contains(at)))
         .ok_or_else(|| EngineError::Disabled("pivot.showDetails".into(), pv::NOT_A_VALUE_CELL.into()))?;
     let origin = pt.last_range.map(|r| r.start).unwrap_or_default();
-    let found = pv::detail_records(&d.wb, pt, active, at.row.saturating_sub(origin.row), at.col.saturating_sub(origin.col)).map_err(other)?;
-    let (src, records) = found.ok_or_else(|| EngineError::Disabled("pivot.showDetails".into(), pv::NOT_A_VALUE_CELL.into()))?;
-    if !pt.enable_show_details {
+    let found = pv::detail_records(&d.wb, pt, active, at.row.saturating_sub(origin.row), at.col.saturating_sub(origin.col));
+    // With the option off, a report that is out of date or a source that cannot be read is
+    // reported as the option; only a cell that is not a value cell keeps its own message.
+    if !pt.enable_show_details && !matches!(found, Ok(None)) {
         return Err(other(SHOW_DETAILS_OFF));
     }
+    let (src, records) = found.map_err(other)?.ok_or_else(|| EngineError::Disabled("pivot.showDetails".into(), pv::NOT_A_VALUE_CELL.into()))?;
     if d.wb.protected_structure {
         return Err(other("The workbook is protected and cannot be changed."));
     }
@@ -837,7 +839,7 @@ fn show_details(s: &mut Session, p: &Json) -> Result<Json> {
 }
 
 /// The message Show Details gives while Enable show details is off.
-const SHOW_DETAILS_OFF: &str = "Show Details is turned off for this PivotTable. Turn on Enable show details in PivotTable Options.";
+const SHOW_DETAILS_OFF: &str = "Show Details is turned off for this PivotTable. Turn it on with pivot.options and enableShowDetails set to true.";
 
 /// PivotTable Options: Enable show details (Data). Changes only the option; the report is not
 /// refreshed. Without params it returns the current setting.
@@ -2629,11 +2631,11 @@ mod tests {
         assert!(!pt(&s).enable_show_details);
         assert_eq!(s.execute("pivot.fields", json!({})).unwrap()["enableShowDetails"], false);
         let e = s.execute("pivot.showDetails", json!({"cell": "B5"})).unwrap_err().to_string();
-        assert!(e.contains("Enable show details"), "{e}");
+        assert!(e.contains("turned off") && e.contains("pivot.options") && e.contains("enableShowDetails"), "{e}");
         assert_eq!(s.doc().unwrap().wb.sheets.len(), 2);
         // A label still reports that it is not a value cell.
         let e = s.execute("pivot.showDetails", json!({"cell": "A5"})).unwrap_err().to_string();
-        assert!(!e.contains("Enable show details"), "{e}");
+        assert!(!e.contains("turned off"), "{e}");
         // Setting the same value again adds no undo step.
         let after = s.doc().unwrap().revision;
         s.execute("pivot.options", json!({"enableShowDetails": false})).unwrap();
@@ -2644,4 +2646,16 @@ mod tests {
         assert!(pt(&s).enable_show_details);
         assert_eq!(s.execute("pivot.showDetails", json!({"cell": "B5"})).unwrap()["records"], 2);
     }
+
+    #[test]
+    fn enable_show_details_off_is_reported_before_an_out_of_date_report() {
+        let mut s = sales();
+        s.execute("insert.pivotTable", json!({"rows": ["Region"], "columns": ["Product"], "values": ["Sales"]})).unwrap();
+        s.execute("pivot.options", json!({"enableShowDetails": false})).unwrap();
+        // The source changes after the report was written, so the report is out of date.
+        s.execute("range.setValues", json!({"range": "Sheet1!A2", "values": [["Central"]]})).unwrap();
+        let e = s.execute("pivot.showDetails", json!({"cell": "B5"})).unwrap_err().to_string();
+        assert!(e.contains("turned off") && !e.contains("out of date"), "{e}");
+        assert_eq!(s.doc().unwrap().wb.sheets.len(), 2);
+    }
 }
diff --git a/crates/ui-egui/tests/it/pivot_show_details.rs b/crates/ui-egui/tests/it/pivot_show_details.rs
index 6300a719f..959eea0f6 100644
--- a/crates/ui-egui/tests/it/pivot_show_details.rs
+++ b/crates/ui-egui/tests/it/pivot_show_details.rs
@@ -116,6 +116,6 @@ fn double_click_with_enable_show_details_off_says_why_and_does_not_edit() {
 
     let app = h.state();
     assert!(app.editor.is_none(), "the value cell must not open for editing");
-    assert!(app.message.as_ref().is_some_and(|(_, m)| m.contains("Enable show details")), "{:?}", app.message);
+    assert!(app.message.as_ref().is_some_and(|(_, m)| m.contains("enableShowDetails")), "{:?}", app.message);
     assert_eq!(app.session.active().unwrap().wb.sheets.len(), 1);
 }

From 010eddd25e329e47e8a893541a52bd5414127372 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 11:27:58 -0700
Subject: [PATCH 17/34] PivotTables: the cell menu computes a report once for
 all its cells

The cell menu checked whether to offer Show Details by computing the
whole report again for each new active cell. pivot::detail_cells now
returns every value, subtotal and grand total cell of a report from one
computation, and the menu caches that set per document, revision, sheet
and PivotTable.
---
 crates/engine/src/cmd/pivot.rs                | 31 ++++++++++
 crates/engine/src/pivot.rs                    | 56 +++++++++++++------
 crates/ui-egui/src/grid.rs                    | 33 ++++++-----
 .../tests/it/pivot_show_details_menu.rs       | 19 ++++++-
 4 files changed, 106 insertions(+), 33 deletions(-)

diff --git a/crates/engine/src/cmd/pivot.rs b/crates/engine/src/cmd/pivot.rs
index 229ff22b6..ae5446715 100644
--- a/crates/engine/src/cmd/pivot.rs
+++ b/crates/engine/src/cmd/pivot.rs
@@ -2580,4 +2580,35 @@ mod tests {
         }
         assert_eq!(s.doc().unwrap().wb.sheets.len(), 2);
     }
+
+    #[test]
+    fn detail_cells_are_the_cells_show_details_takes() {
+        let mut s = sales();
+        s.execute("insert.pivotTable", json!({"rows": ["Region"], "columns": ["Product"], "values": ["Sales"]})).unwrap();
+        for layout in 0..2 {
+            if layout == 1 {
+                // A two-level row axis, with subtotals at the top of each group.
+                s.execute("pivot.moveField", json!({"field": "Product", "from": "columns", "to": "rows"})).unwrap();
+            }
+            let d = s.doc().unwrap();
+            let si = d.wb.active_sheet;
+            let pt = &d.wb.active().unwrap().pivots[0];
+            let r = pt.last_range.unwrap();
+            let cells = crate::pivot::detail_cells(&d.wb, pt, si).unwrap();
+            let mut values = 0;
+            for row in 0..r.height() {
+                for col in 0..r.width() {
+                    let one = crate::pivot::detail_records(&d.wb, pt, si, row, col).unwrap();
+                    assert_eq!(cells.contains(&(row, col)), one.is_some(), "layout {layout}, cell ({row}, {col})");
+                    values += usize::from(one.is_some());
+                }
+            }
+            assert!(values > 4, "layout {layout} has value cells");
+        }
+        // An out-of-date report answers as Show Details does.
+        s.execute("range.setValues", json!({"range": "Sheet1!A2", "values": [["Central"]]})).unwrap();
+        let d = s.doc().unwrap();
+        let pt = &d.wb.active().unwrap().pivots[0];
+        assert!(crate::pivot::detail_cells(&d.wb, pt, d.wb.active_sheet).unwrap_err().contains("out of date"));
+    }
 }
diff --git a/crates/engine/src/pivot.rs b/crates/engine/src/pivot.rs
index 397dd5ad2..a490824da 100644
--- a/crates/engine/src/pivot.rs
+++ b/crates/engine/src/pivot.rs
@@ -816,11 +816,30 @@ pub const NOT_A_VALUE_CELL: &str = "select a value cell in a PivotTable";
 /// on the sheet is no longer what the source computes: the cell's records would be another cell's.
 pub fn detail_records(wb: &Workbook, pt: &PivotTable, pivot_sheet: usize, row: u32, col: u32) -> Result<Option<(Source, Vec<usize>)>, String> {
     let src = read_source(wb, &pt.source, pivot_sheet)?;
-    let mut probe = Probe { at: (row as usize, col as usize), hit: None, paths: Vec::new() };
+    let mut probe = Probe { at: Some((row as usize, col as usize)), hit: None, paths: Some(Vec::new()), cells: None };
     let out = compute_from(wb, pt, &src, Some(&mut probe))?;
-    // Excel reads its PivotTable cache; without one, the report written by the last refresh
-    // must still be what the source gives. Checked first: in a stale report even a cell that
-    // computes as a label may show a value.
+    // Checked first: in a stale report even a cell that computes as a label may show a value.
+    check_current(wb, pt, pivot_sheet, &out)?;
+    let Some((rp, cp)) = probe.hit else { return Ok(None) };
+    let records =
+        probe.paths.unwrap_or_default().into_iter().filter(|(_, r, c)| r.starts_with(&rp) && c.starts_with(&cp)).map(|(i, _, _)| i).collect();
+    Ok(Some((src, records)))
+}
+
+/// The cells of the report grid (relative to its top-left) where [`detail_records`] finds
+/// records: its value, subtotal and grand total cells, from one computation of the report. The
+/// same errors as [`detail_records`].
+pub fn detail_cells(wb: &Workbook, pt: &PivotTable, pivot_sheet: usize) -> Result<HashSet<(u32, u32)>, String> {
+    let src = read_source(wb, &pt.source, pivot_sheet)?;
+    let mut probe = Probe { at: None, hit: None, paths: None, cells: Some(HashSet::new()) };
+    let out = compute_from(wb, pt, &src, Some(&mut probe))?;
+    check_current(wb, pt, pivot_sheet, &out)?;
+    Ok(probe.cells.unwrap_or_default().into_iter().map(|(r, c)| (r as u32, c as u32)).collect())
+}
+
+/// An error when the report on the sheet is not what `out` computes. Excel reads its PivotTable
+/// cache; without one, the report written by the last refresh must still be what the source gives.
+fn check_current(wb: &Workbook, pt: &PivotTable, pivot_sheet: usize, out: &Output) -> Result<(), String> {
     let sh = wb.sheet(pivot_sheet).ok_or("There's no such sheet.")?;
     let current = pt.last_range.is_some_and(|r| {
         r.height() == out.height().max(1)
@@ -834,17 +853,17 @@ pub fn detail_records(wb: &Workbook, pt: &PivotTable, pivot_sheet: usize, row: u
     if !current {
         return Err("The PivotTable report is out of date. Refresh it first.".into());
     }
-    let Some((rp, cp)) = probe.hit else { return Ok(None) };
-    let records = probe.paths.into_iter().filter(|(_, r, c)| r.starts_with(&rp) && c.starts_with(&cp)).map(|(i, _, _)| i).collect();
-    Ok(Some((src, records)))
+    Ok(())
 }
 
-/// What [`detail_records`] asks of a report computation: the row and column item paths of the
-/// value cell at `at`, and the paths of every record the filters let through.
+/// What [`detail_records`] and [`detail_cells`] ask of a report computation: the row and column
+/// item paths of the value cell at `at`, the paths of every record the filters let through (when
+/// `paths` is set), and every value cell (when `cells` is set).
 struct Probe {
-    at: (usize, usize),
+    at: Option<(usize, usize)>,
     hit: Option<(Vec<u32>, Vec<u32>)>,
-    paths: Vec<(usize, Vec<u32>, Vec<u32>)>,
+    paths: Option<Vec<(usize, Vec<u32>, Vec<u32>)>>,
+    cells: Option<HashSet<(usize, usize)>>,
 }
 
 fn compute_from(wb: &Workbook, pt: &PivotTable, src: &Source, mut probe: Option<&mut Probe>) -> Result<Output, String> {
@@ -959,8 +978,8 @@ fn compute_from(wb: &Workbook, pt: &PivotTable, src: &Source, mut probe: Option<
         if !col_leaves.contains(&cp[..shown]) {
             col_leaves.insert(cp[..shown].to_vec());
         }
-        if let Some(pr) = probe.as_deref_mut() {
-            pr.paths.push((ri, rp.clone(), cp.clone()));
+        if let Some(paths) = probe.as_deref_mut().and_then(|pr| pr.paths.as_mut()) {
+            paths.push((ri, rp.clone(), cp.clone()));
         }
         row_set.insert(rp);
         col_set.insert(cp);
@@ -1326,10 +1345,13 @@ fn compute_from(wb: &Workbook, pt: &PivotTable, src: &Source, mut probe: Option<
                     _ => raw,
                 },
             };
-            if let Some(pr) = probe.as_deref_mut()
-                && pr.at == (r, l + j)
-            {
-                pr.hit = Some((rp.to_vec(), cp.to_vec()));
+            if let Some(pr) = probe.as_deref_mut() {
+                if pr.at == Some((r, l + j)) {
+                    pr.hit = Some((rp.to_vec(), cp.to_vec()));
+                }
+                if let Some(cells) = pr.cells.as_mut() {
+                    cells.insert((r, l + j));
+                }
             }
             g.set(r, l + j, shown, ck.1, 0, data_fmt.get(*vi).cloned().flatten());
         }
diff --git a/crates/ui-egui/src/grid.rs b/crates/ui-egui/src/grid.rs
index abe8bcf42..8b36f520b 100644
--- a/crates/ui-egui/src/grid.rs
+++ b/crates/ui-egui/src/grid.rs
@@ -163,9 +163,11 @@ pub struct GridState {
     /// The PivotTable Fields pane's `pivot.fields` answer, cached per (doc uid, revision, pivot):
     /// it scans the whole source list, far too slow to repeat every frame (#2113).
     pub pivot_fields: Option<((u64, u64, String), serde_json::Value)>,
-    /// Whether the cell menu offers Show Details, cached per (doc uid, revision, sheet, active
-    /// cell): finding out computes the whole PivotTable report.
-    pub show_details_item: Option<((u64, u64, usize, CellRef), bool)>,
+    /// The cells of a PivotTable report where the cell menu offers Show Details, relative to the
+    /// report's top-left and cached per (doc uid, revision, sheet, pivot): finding them computes
+    /// the whole report. `None` when the report can't be computed or is out of date: every cell
+    /// of it offers Show Details, and running it says why.
+    pub show_details_cells: Option<((u64, u64, usize, usize), Option<std::collections::HashSet<(u32, u32)>>)>,
     pub header_menu: Option<(Pos2, bool)>,
     /// Page Layout view pagination, cached per (doc uid, revision, sheet, rows, columns).
     pub paper: Option<crate::paper_view::PaperCache>,
@@ -3424,20 +3426,21 @@ fn context_menu(app: &mut SheetApp, ui: &mut egui::Ui) {
 fn show_details_offered(app: &mut SheetApp) -> bool {
     let Some(d) = app.session.active() else { return false };
     let (si, at) = (d.wb.active_sheet, d.selection.active);
-    let key = (d.uid, d.revision, si, at);
-    if let Some((k, on)) = app.grid.show_details_item
-        && k == key
+    let Some((pi, pt)) = d.wb.active().and_then(|sh| sh.pivots.iter().enumerate().find(|(_, pt)| pt.last_range.is_some_and(|r| r.contains(at))))
+    else {
+        return false;
+    };
+    let origin = pt.last_range.map(|r| r.start).unwrap_or_default();
+    let cell = (at.row.saturating_sub(origin.row), at.col.saturating_sub(origin.col));
+    let key = (d.uid, d.revision, si, pi);
+    if let Some((k, cells)) = &app.grid.show_details_cells
+        && *k == key
     {
-        return on;
+        return cells.as_ref().is_none_or(|c| c.contains(&cell));
     }
-    let on = d.wb.active().and_then(|sh| sh.pivots.iter().find(|pt| pt.last_range.is_some_and(|r| r.contains(at)))).is_some_and(|pt| {
-        let origin = pt.last_range.map(|r| r.start).unwrap_or_default();
-        !matches!(
-            gridcraft_engine::pivot::detail_records(&d.wb, pt, si, at.row.saturating_sub(origin.row), at.col.saturating_sub(origin.col)),
-            Ok(None)
-        )
-    });
-    app.grid.show_details_item = Some((key, on));
+    let cells = gridcraft_engine::pivot::detail_cells(&d.wb, pt, si).ok();
+    let on = cells.as_ref().is_none_or(|c| c.contains(&cell));
+    app.grid.show_details_cells = Some((key, cells));
     on
 }
 
diff --git a/crates/ui-egui/tests/it/pivot_show_details_menu.rs b/crates/ui-egui/tests/it/pivot_show_details_menu.rs
index 02527d8a3..73172155e 100644
--- a/crates/ui-egui/tests/it/pivot_show_details_menu.rs
+++ b/crates/ui-egui/tests/it/pivot_show_details_menu.rs
@@ -4,7 +4,7 @@
 use egui::{Event, Modifiers, PointerButton, Pos2, vec2};
 use egui_kittest::kittest::Queryable as _;
 use gridcraft_engine::Session;
-use gridcraft_engine::core::CellRef;
+use gridcraft_engine::core::{CellRef, Value};
 use gridcraft_ui_egui::{SheetApp, grid::Geo};
 use serde_json::json;
 
@@ -90,6 +90,23 @@ fn labels_of_the_report_and_ordinary_cells_have_no_show_details_item() {
     }
 }
 
+#[test]
+fn the_cell_menu_computes_the_report_once_for_all_its_cells() {
+    let mut h = harness();
+    right_click(&mut h, "E4");
+    assert!(h.query_by_label("Show Details").is_some());
+    let escape = Event::Key { key: egui::Key::Escape, physical_key: None, pressed: true, repeat: false, modifiers: Modifiers::NONE };
+    h.input_mut().events.push(escape);
+    h.run_steps(2);
+    // West goes away behind the session's back, so the revision stays the same. A menu that
+    // computed the report again for D4 would find it out of date and offer Show Details there.
+    let doc = h.state_mut().session.active_mut().unwrap();
+    let si = doc.wb.active_sheet;
+    std::sync::Arc::make_mut(&mut doc.wb).sheet_mut(si).unwrap().set_value(CellRef::parse("A3").unwrap(), Value::text("East"));
+    right_click(&mut h, "D4");
+    assert!(h.query_by_label("Show Details").is_none(), "D4 is a label of the report computed for E4");
+}
+
 #[test]
 fn show_details_in_an_out_of_date_report_asks_for_a_refresh() {
     let mut h = harness();

From 118cd15d935bf79f75c1465932107cbd2bd44778 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 11:22:54 -0700
Subject: [PATCH 18/34] Outline: Settings puts summary rows above and summary
 columns left of their detail

Data > Outline > Settings now has Summary rows below detail and Summary
columns to right of detail. With one cleared, each group's - / + button
sits on the line before the group, its bracket runs down to the last
detail line, and Hide Detail, Show Detail, the level buttons and
Ungroup mark or clear the collapsed flag on that line. Changing a
direction moves the flags of collapsed groups to their new summary
lines.

- model: Sheet::summary_below and summary_right (on by default, also
  for older JSON).
- xlsx: read and written as sheetPr/outlinePr summaryBelow and
  summaryRight; files that set them no longer lose them on save.
- engine: data.outlineSettings {sheet?, summaryBelow?, summaryRight?},
  undoable; outline::groups_with places the summary line.
- ui: a Settings button in the Data tab's Outline group opens the
  dialog; the outline band follows the setting.
---
 crates/engine/src/cmd/data.rs      | 146 +++++++++++++++++++++++++++--
 crates/engine/src/outline.rs       |  54 +++++++++--
 crates/model/src/sheet.rs          |   9 ++
 crates/ui-egui/src/dialogs.rs      |  14 +++
 crates/ui-egui/src/grid.rs         |   4 +-
 crates/ui-egui/src/outline.rs      |  60 +++++++++++-
 crates/ui-egui/src/ribbon.rs       |   3 +
 crates/ui-egui/tests/it/outline.rs |  30 +++++-
 crates/xlsx/src/sheet_read.rs      |   4 +
 crates/xlsx/src/sheet_write.rs     |  12 ++-
 crates/xlsx/src/tests/malformed.rs |  28 ++++++
 docs/ui-parity.md                  |   5 +-
 12 files changed, 343 insertions(+), 26 deletions(-)

diff --git a/crates/engine/src/cmd/data.rs b/crates/engine/src/cmd/data.rs
index 8f7c47fb8..9a98e4e6a 100644
--- a/crates/engine/src/cmd/data.rs
+++ b/crates/engine/src/cmd/data.rs
@@ -106,6 +106,15 @@ pub fn specs() -> Vec<CommandSpec> {
             has_doc,
             show_levels
         ),
+        cmd!(
+            "data.outlineSettings",
+            "Outline Settings",
+            ["Data", "Outline"],
+            None,
+            "{sheet?, summaryBelow?: bool, summaryRight?: bool} (summary rows below their detail, summary columns right of it; off puts them above / left) → {summaryBelow, summaryRight}",
+            has_doc,
+            outline_settings
+        ),
         cmd!(
             "data.subtotal",
             "Subtotal",
@@ -1329,6 +1338,7 @@ fn group(s: &mut Session, p: &Json, on: bool) -> Result<Json> {
     let (rows, a, b) = outline_lines(s, p)?;
     edit(s, |cx| {
         let sh = cx.sheet_mut(si)?;
+        let before = outline::summary_before(sh, rows);
         let map = if rows { &mut sh.rows } else { &mut sh.cols };
         let b = b.min(a.saturating_add(1_048_575));
         for i in a..=b {
@@ -1339,9 +1349,10 @@ fn group(s: &mut Session, p: &Json, on: bool) -> Result<Json> {
             }
         }
         // A summary line whose group is gone has nothing left to collapse.
+        let summary = if before { a.checked_sub(1) } else { b.checked_add(1) };
         if !on
-            && !outline::groups(map).iter().any(|g| g.end == b)
-            && let Some(e) = map.get_mut(&b.saturating_add(1))
+            && !outline::groups_with(map, before).iter().any(|g| if before { g.start == a } else { g.end == b })
+            && let Some(e) = summary.and_then(|i| map.get_mut(&i))
         {
             e.collapsed = false;
         }
@@ -1359,8 +1370,9 @@ fn detail(s: &mut Session, p: &Json, hide: bool) -> Result<Json> {
     edit(s, |cx| {
         let si = cx.sheet_index();
         let sh = cx.sheet_mut(si)?;
+        let before = outline::summary_before(sh, rows);
         let map = if rows { &mut sh.rows } else { &mut sh.cols };
-        let all = outline::groups(map);
+        let all = outline::groups_with(map, before);
         let level_ok = |g: &outline::OutlineGroup| want.is_none_or(|l| g.level == l);
         let pick = |hit: &dyn Fn(&outline::OutlineGroup) -> bool| -> Vec<outline::OutlineGroup> {
             let hits: Vec<_> = all.iter().filter(|g| level_ok(g) && hit(g)).copied().collect();
@@ -1369,13 +1381,13 @@ fn detail(s: &mut Session, p: &Json, hide: bool) -> Result<Json> {
         };
         let mut chosen = pick(&|g| g.start <= b && g.end >= a);
         if chosen.is_empty() {
-            chosen = pick(&|g| g.summary() >= a && g.summary() <= b);
+            chosen = pick(&|g| g.has_summary() && g.summary() >= a && g.summary() <= b);
         }
         for g in chosen {
             // Inner groups collapsed on their own (their summary marked), before this one changes.
             let inner: Vec<outline::OutlineGroup> = all
                 .iter()
-                .filter(|o| o.level > g.level && o.start >= g.start && o.end <= g.end && o.summary() != g.summary())
+                .filter(|o| o.level > g.level && o.start >= g.start && o.end <= g.end && o.has_summary() && o.summary() != g.summary())
                 .filter(|o| map.get(&o.summary()).is_some_and(|e| e.collapsed))
                 .copied()
                 .collect();
@@ -1384,6 +1396,9 @@ fn detail(s: &mut Session, p: &Json, hide: bool) -> Result<Json> {
                     set_hidden(e, hide || inner.iter().any(|o| o.contains(i)));
                 }
             }
+            if !g.has_summary() {
+                continue;
+            }
             if hide {
                 map.entry(g.summary()).or_default().collapsed = true;
             } else if let Some(e) = map.get_mut(&g.summary()) {
@@ -1419,15 +1434,16 @@ fn show_levels(s: &mut Session, p: &Json) -> Result<Json> {
     edit(s, |cx| {
         let si = cx.sheet_index();
         let sh = cx.sheet_mut(si)?;
-        for (map, n) in [(&mut sh.rows, rows), (&mut sh.cols, cols)] {
+        let before = (outline::summary_before(sh, true), outline::summary_before(sh, false));
+        for (map, n, before) in [(&mut sh.rows, rows, before.0), (&mut sh.cols, cols, before.1)] {
             let Some(n) = n else { continue };
-            let groups = outline::groups(map);
+            let groups = outline::groups_with(map, before);
             for e in map.values_mut().filter(|e| e.outline > 0) {
                 set_hidden(e, e.outline >= n);
             }
             // Inner groups come first, so a summary line shared with the group around it ends up
             // as that outer group says.
-            for g in groups {
+            for g in groups.into_iter().filter(|g| g.has_summary()) {
                 map.entry(g.summary()).or_default().collapsed = g.level >= n;
             }
         }
@@ -1436,6 +1452,53 @@ fn show_levels(s: &mut Session, p: &Json) -> Result<Json> {
     })
 }
 
+/// Data ▸ Outline ▸ Settings: whether summary rows sit below their detail and summary columns
+/// right of it. A changed direction moves each collapsed group's mark (+) to its new summary line.
+fn outline_settings(s: &mut Session, p: &Json) -> Result<Json> {
+    let si = target_sheet(s, p)?;
+    edit(s, |cx| {
+        let sh = cx.sheet_mut(si)?;
+        for (rows, key) in [(true, "summaryBelow"), (false, "summaryRight")] {
+            let Some(on) = bool_param(p, key) else { continue };
+            let was_before = outline::summary_before(sh, rows);
+            if rows {
+                sh.summary_below = on;
+            } else {
+                sh.summary_right = on;
+            }
+            if was_before != on {
+                continue;
+            }
+            let map = if rows { &mut sh.rows } else { &mut sh.cols };
+            let mut marked: Vec<outline::OutlineGroup> = outline::groups_with(map, was_before)
+                .into_iter()
+                .filter(|g| g.has_summary() && map.get(&g.summary()).is_some_and(|e| e.collapsed))
+                .collect();
+            // A mark on a line that nested groups share moves with the outermost of them whose
+            // detail is all hidden, or with the outermost when none is.
+            let mut owner: std::collections::BTreeMap<u32, (bool, u8)> = std::collections::BTreeMap::new();
+            for g in &marked {
+                let key = (!g.collapsed, g.level);
+                let best = owner.entry(g.summary()).or_insert(key);
+                *best = (*best).min(key);
+            }
+            marked.retain(|g| owner.get(&g.summary()) == Some(&(!g.collapsed, g.level)));
+            for g in &marked {
+                if let Some(e) = map.get_mut(&g.summary()) {
+                    e.collapsed = false;
+                }
+            }
+            for g in marked {
+                let g = outline::OutlineGroup { summary_before: !on, ..g };
+                if g.has_summary() {
+                    map.entry(g.summary()).or_default().collapsed = true;
+                }
+            }
+        }
+        Ok(json!({"summaryBelow": sh.summary_below, "summaryRight": sh.summary_right}))
+    })
+}
+
 fn subtotal(s: &mut Session, p: &Json) -> Result<Json> {
     let (sheet, r) = data_target(s, p, "data.subtotal")?;
     let header = bool_param(p, "header").unwrap_or(true);
@@ -1771,6 +1834,73 @@ mod tests {
         assert_eq!(sc("data.ungroup"), Some("Alt+Shift+Left"));
     }
 
+    #[test]
+    fn summary_rows_above_the_detail_take_the_collapsed_mark() {
+        let mut s = nested_rows();
+        let r = s.execute("data.outlineSettings", json!({"summaryBelow": false})).unwrap();
+        assert_eq!(r, json!({"summaryBelow": false, "summaryRight": true}));
+        // Row 4 (index 3) is the outer group's summary, row 5 the inner one's.
+        s.execute("data.hideDetail", json!({"rows": "5:8", "level": 1})).unwrap();
+        assert_eq!(row_state(&s, 3..=8), [(false, true), (true, false), (true, false), (true, false), (true, false), (false, false)]);
+        s.execute("data.showDetail", json!({"rows": "5:8", "level": 1})).unwrap();
+        assert_eq!(row_state(&s, 3..=8), [(false, false); 6]);
+        // Hide Detail on the summary row collapses the group below it.
+        s.execute("data.hideDetail", json!({"rows": "4:4"})).unwrap();
+        assert_eq!(row_state(&s, 3..=4), [(false, true), (true, false)]);
+        s.execute("data.showLevels", json!({"rows": 1})).unwrap();
+        assert_eq!(row_state(&s, 3..=8), [(false, true), (true, true), (true, false), (true, false), (true, false), (false, false)]);
+        // Ungrouping the outer group clears its mark on the row above.
+        s.execute("data.showLevels", json!({"rows": 3})).unwrap();
+        s.execute("data.hideDetail", json!({"rows": "5:8", "level": 1})).unwrap();
+        s.execute("data.ungroup", json!({"rows": "5:8"})).unwrap();
+        assert_eq!(row_state(&s, 3..=3), [(false, false)]);
+    }
+
+    #[test]
+    fn changing_the_summary_direction_moves_collapsed_marks() {
+        let mut s = nested_rows();
+        s.execute("data.group", json!({"cols": "C:E"})).unwrap();
+        s.execute("data.hideDetail", json!({"rows": "5:8", "level": 1})).unwrap();
+        s.execute("data.hideDetail", json!({"cols": "C:E"})).unwrap();
+        s.execute("data.outlineSettings", json!({"summaryBelow": false, "summaryRight": false})).unwrap();
+        let col_marked = |s: &Session, c: u32| s.doc().unwrap().wb.active().unwrap().cols.get(&c).is_some_and(|l| l.collapsed);
+        assert_eq!(row_state(&s, 3..=8).iter().map(|r| r.1).collect::<Vec<_>>(), [true, false, false, false, false, false]);
+        assert!(col_marked(&s, 1) && !col_marked(&s, 5));
+        s.execute("data.outlineSettings", json!({"summaryBelow": true})).unwrap();
+        assert_eq!(row_state(&s, 3..=8).iter().map(|r| r.1).collect::<Vec<_>>(), [false, false, false, false, false, true]);
+        assert!(col_marked(&s, 1), "columns keep their direction");
+        // One undo step per change; no params leaves the settings as they are.
+        s.execute("edit.undo", json!({})).unwrap();
+        assert!(row_state(&s, 3..=3)[0].1);
+        assert_eq!(s.execute("data.outlineSettings", json!({})).unwrap(), json!({"summaryBelow": false, "summaryRight": false}));
+        // Nested groups that end on one row share its mark: it moves to the outer group only.
+        let mut s = Session::new();
+        s.new_workbook();
+        s.execute("data.group", json!({"rows": "5:8"})).unwrap();
+        s.execute("data.group", json!({"rows": "6:8"})).unwrap();
+        s.execute("data.showLevels", json!({"rows": 1})).unwrap();
+        s.execute("data.outlineSettings", json!({"summaryBelow": false})).unwrap();
+        assert_eq!(row_state(&s, 3..=8).iter().map(|r| r.1).collect::<Vec<_>>(), [true, false, false, false, false, false]);
+        s.execute("data.showDetail", json!({"rows": "4:4"})).unwrap();
+        assert_eq!(row_state(&s, 3..=8), [(false, false); 6]);
+        // With only the inner group collapsed, its mark goes to row 5, and the outer group's
+        // Hide and Show Detail keep it collapsed.
+        s.execute("data.outlineSettings", json!({"summaryBelow": true})).unwrap();
+        s.execute("data.hideDetail", json!({"rows": "6:8", "level": 2})).unwrap();
+        s.execute("data.outlineSettings", json!({"summaryBelow": false})).unwrap();
+        assert_eq!(row_state(&s, 3..=8), [(false, false), (false, true), (true, false), (true, false), (true, false), (false, false)]);
+        s.execute("data.hideDetail", json!({"rows": "5:8", "level": 1})).unwrap();
+        s.execute("data.showDetail", json!({"rows": "5:8", "level": 1})).unwrap();
+        assert_eq!(row_state(&s, 3..=8), [(false, false), (false, true), (true, false), (true, false), (true, false), (false, false)]);
+        // A group on the first row has no row above it to mark.
+        let mut s = Session::new();
+        s.new_workbook();
+        s.execute("data.group", json!({"rows": "1:3"})).unwrap();
+        s.execute("data.outlineSettings", json!({"summaryBelow": false})).unwrap();
+        s.execute("data.hideDetail", json!({"rows": "1:3"})).unwrap();
+        assert_eq!(row_state(&s, 0..=3), [(true, false), (true, false), (true, false), (false, false)]);
+    }
+
     #[test]
     fn column_sort_rejects_row_key_zero_without_panicking() {
         let mut s = Session::new();
diff --git a/crates/engine/src/outline.rs b/crates/engine/src/outline.rs
index 80d14afe2..a3ca782c9 100644
--- a/crates/engine/src/outline.rs
+++ b/crates/engine/src/outline.rs
@@ -1,17 +1,18 @@
 //! Outline groups (Data ▸ Group) of a sheet's rows or columns: the runs of lines at or above
 //! each outline level, as the grid draws them (brackets, − / + buttons, level buttons) and the
 //! Show / Hide Detail commands act on them. Summary rows sit below their detail and summary
-//! columns right of it (Excel's defaults; the model has no setting for the other way round).
+//! columns right of it, or above / left of it when the sheet's outline settings say so
+//! ([`Sheet::summary_below`], [`Sheet::summary_right`]).
 
 use std::collections::BTreeMap;
 
-use gridcraft_model::LineInfo;
+use gridcraft_model::{LineInfo, Sheet};
 
 /// The deepest outline level XLSX allows.
 pub const MAX_LEVEL: u8 = 7;
 
 /// One group: lines `start..=end` at outline level `level` or deeper, with its summary line
-/// just after `end`.
+/// just after `end`, or just before `start` when `summary_before` is set.
 #[derive(Clone, Copy, Debug, PartialEq, Eq)]
 pub struct OutlineGroup {
     pub level: u8,
@@ -19,25 +20,43 @@ pub struct OutlineGroup {
     pub end: u32,
     /// Every detail line is hidden: the button shows +.
     pub collapsed: bool,
+    /// The summary line is above (rows) or left of (columns) the detail.
+    pub summary_before: bool,
 }
 
 impl OutlineGroup {
     /// The summary line, where the − / + button sits.
     pub fn summary(&self) -> u32 {
-        self.end.saturating_add(1)
+        if self.summary_before { self.start.saturating_sub(1) } else { self.end.saturating_add(1) }
+    }
+    /// Whether the summary line exists: a group that starts at the first line (summary before)
+    /// or ends at the last one (summary after) has none.
+    pub fn has_summary(&self) -> bool {
+        !self.contains(self.summary())
     }
     pub fn contains(&self, line: u32) -> bool {
         line >= self.start && line <= self.end
     }
 }
 
+/// Whether the sheet's summary rows (`rows`) or summary columns sit before their detail.
+pub fn summary_before(sh: &Sheet, rows: bool) -> bool {
+    if rows { !sh.summary_below } else { !sh.summary_right }
+}
+
 /// The deepest outline level used by these lines (0 = no outline).
 pub fn max_level(lines: &BTreeMap<u32, LineInfo>) -> u8 {
     lines.values().map(|l| l.outline.min(MAX_LEVEL)).max().unwrap_or(0)
 }
 
-/// Every group, ordered by where it ends (inner groups before the group around them).
+/// Every group, with its summary line after the detail; see [`groups_with`].
 pub fn groups(lines: &BTreeMap<u32, LineInfo>) -> Vec<OutlineGroup> {
+    groups_with(lines, false)
+}
+
+/// Every group, ordered by where it ends (inner groups before the group around them), with its
+/// summary line before the detail when `summary_before` is set.
+pub fn groups_with(lines: &BTreeMap<u32, LineInfo>, summary_before: bool) -> Vec<OutlineGroup> {
     let mut out = Vec::new();
     // Open group per level (index level - 1): start line and whether all its lines are hidden.
     let mut open: [Option<(u32, bool)>; MAX_LEVEL as usize] = [None; MAX_LEVEL as usize];
@@ -47,7 +66,7 @@ pub fn groups(lines: &BTreeMap<u32, LineInfo>) -> Vec<OutlineGroup> {
             if let Some(slot) = open.get_mut(level as usize - 1)
                 && let Some((start, hidden)) = slot.take()
             {
-                out.push(OutlineGroup { level, start, end, collapsed: hidden });
+                out.push(OutlineGroup { level, start, end, collapsed: hidden, summary_before });
             }
         }
     };
@@ -102,9 +121,9 @@ mod tests {
         assert_eq!(
             g,
             vec![
-                OutlineGroup { level: 2, start: 5, end: 6, collapsed: false },
-                OutlineGroup { level: 1, start: 4, end: 7, collapsed: false },
-                OutlineGroup { level: 1, start: 11, end: 12, collapsed: true },
+                OutlineGroup { level: 2, start: 5, end: 6, collapsed: false, summary_before: false },
+                OutlineGroup { level: 1, start: 4, end: 7, collapsed: false, summary_before: false },
+                OutlineGroup { level: 1, start: 11, end: 12, collapsed: true, summary_before: false },
             ]
         );
         assert_eq!(g[1].summary(), 8);
@@ -129,5 +148,22 @@ mod tests {
         assert_eq!(g.len(), 7);
         assert!(g.iter().all(|g| g.start == u32::MAX - 1 && g.end == u32::MAX));
         assert_eq!(g[0].summary(), u32::MAX);
+        assert!(!g[0].has_summary());
+    }
+
+    #[test]
+    fn summary_before_the_detail() {
+        // Rows 5..8 at level 1 with 6..7 at level 2: the summaries are rows 4 and 5.
+        let l = lines(&[(4, 1, false), (5, 2, false), (6, 2, false), (7, 1, false), (0, 1, false)]);
+        let g = groups_with(&l, true);
+        let at = |level: u8, start: u32| g.iter().find(|g| g.level == level && g.start == start).copied();
+        assert_eq!(at(1, 4).map(|g| (g.summary(), g.has_summary())), Some((3, true)));
+        assert_eq!(at(2, 5).map(|g| (g.summary(), g.has_summary())), Some((4, true)));
+        // A group on the first line has no line before it.
+        assert_eq!(at(1, 0).map(|g| (g.summary(), g.has_summary())), Some((0, false)));
+        let mut sh = Sheet::new("S");
+        assert!(!summary_before(&sh, true) && !summary_before(&sh, false));
+        sh.summary_below = false;
+        assert!(summary_before(&sh, true) && !summary_before(&sh, false));
     }
 }
diff --git a/crates/model/src/sheet.rs b/crates/model/src/sheet.rs
index f7ef8f3be..b43bfa525 100644
--- a/crates/model/src/sheet.rs
+++ b/crates/model/src/sheet.rs
@@ -80,6 +80,13 @@ pub struct Sheet {
     /// outline itself stays.
     #[serde(default = "yes")]
     pub show_outline_symbols: bool,
+    /// Outline summary rows sit below their detail, and summary columns right of it (Data ▸
+    /// Outline ▸ Settings; off puts them above / left). Saved as `outlinePr summaryBelow` and
+    /// `summaryRight`.
+    #[serde(default = "yes")]
+    pub summary_below: bool,
+    #[serde(default = "yes")]
+    pub summary_right: bool,
     pub right_to_left: bool,
     pub zoom: u16,
     pub cond_formats: Vec<CondFormat>,
@@ -149,6 +156,8 @@ impl Sheet {
             visibility: Visibility::Visible,
             show_gridlines: true,
             show_outline_symbols: true,
+            summary_below: true,
+            summary_right: true,
             show_headings: true,
             show_formulas: false,
             show_zeros: true,
diff --git a/crates/ui-egui/src/dialogs.rs b/crates/ui-egui/src/dialogs.rs
index e83db2fa1..80b647875 100644
--- a/crates/ui-egui/src/dialogs.rs
+++ b/crates/ui-egui/src/dialogs.rs
@@ -642,6 +642,20 @@ impl Dialog {
                 ],
                 json!({"groupBy": "A", "function": "sum"}),
             ),
+            "outlineSettings" => {
+                let (below, right) =
+                    app.session.active().and_then(|d| d.wb.active().map(|s| (s.summary_below, s.summary_right))).unwrap_or((true, true));
+                Dialog::form(
+                    "outlineSettings",
+                    "Settings",
+                    "data.outlineSettings",
+                    vec![
+                        Check { key: "summaryBelow", label: "Summary rows below detail" },
+                        Check { key: "summaryRight", label: "Summary columns to right of detail" },
+                    ],
+                    json!({"summaryBelow": below, "summaryRight": right}),
+                )
+            }
             "zoom" => {
                 // The current zoom is pre-selected (Custom when it matches no preset). Fit
                 // selection needs the grid's size, so it is captured here for `view.zoomToSelection`.
diff --git a/crates/ui-egui/src/grid.rs b/crates/ui-egui/src/grid.rs
index b485104b1..b635d40b6 100644
--- a/crates/ui-egui/src/grid.rs
+++ b/crates/ui-egui/src/grid.rs
@@ -252,8 +252,8 @@ impl Geo {
         let (fr, fc) = sh.freeze.unwrap_or((0, 0));
         let frozen_w = (ci.start(fc) as f32) * z;
         let frozen_h = (ri.start(fr) as f32) * z;
-        let row_outline = Arc::new(crate::outline::Axis::new(&sh.rows));
-        let col_outline = Arc::new(crate::outline::Axis::new(&sh.cols));
+        let row_outline = Arc::new(crate::outline::Axis::of(sh, true));
+        let col_outline = Arc::new(crate::outline::Axis::of(sh, false));
         // Show Outline Symbols off: no bands (the outline's hidden lines stay hidden).
         let symbols = sh.show_outline_symbols;
         let mut band_w = if symbols { crate::outline::band(row_outline.levels, zoom) } else { 0.0 };
diff --git a/crates/ui-egui/src/outline.rs b/crates/ui-egui/src/outline.rs
index 19fd88497..9096d1611 100644
--- a/crates/ui-egui/src/outline.rs
+++ b/crates/ui-egui/src/outline.rs
@@ -1,7 +1,8 @@
 //! The outline band of grouped rows and columns (Data ▸ Group), as in Excel: a strip left of the
 //! row headers and one above the column headers, one lane per outline level, with a bracket per
-//! expanded group, a − / + button on its summary line (below / right of the detail) and the level
-//! buttons 1…n+1 in the corner. The bands exist only while the sheet has an outline.
+//! expanded group, a − / + button on its summary line (below / right of the detail, or above /
+//! left of it when the sheet's outline settings say so) and the level buttons 1…n+1 in the
+//! corner. The bands exist only while the sheet has an outline.
 //!
 //! Layout and hit-testing are pure functions of [`Geo`] in logical (left-to-right) coordinates,
 //! so right-to-left sheets get them mirrored with the rest of the grid. Clicks run commands
@@ -31,6 +32,12 @@ impl Axis {
     pub fn new(lines: &BTreeMap<u32, LineInfo>) -> Axis {
         Axis { levels: outline::max_level(lines), groups: outline::groups(lines) }
     }
+    /// The outline of a sheet's rows (`rows`) or columns, with its summary lines where the
+    /// sheet's outline settings put them.
+    pub fn of(sh: &Sheet, rows: bool) -> Axis {
+        let lines = if rows { &sh.rows } else { &sh.cols };
+        Axis { levels: outline::max_level(lines), groups: outline::groups_with(lines, outline::summary_before(sh, rows)) }
+    }
 }
 
 /// One lane's width at this zoom (`zoom` is the sheet zoom, 1.0 = 100%).
@@ -197,7 +204,7 @@ pub fn layout(geo: &Geo, sh: &Sheet) -> Layout {
         for grp in &axis.groups {
             let across = dir.lane(step, grp.level);
             // The button on the summary line, if that line is on screen.
-            let button = dir.visible(grp.summary()).map(|(a0, a1)| (a0 + a1) / 2.0).filter(|_| grp.summary() > grp.end);
+            let button = dir.visible(grp.summary()).map(|(a0, a1)| (a0 + a1) / 2.0).filter(|_| grp.has_summary());
             if let Some(mid) = button {
                 out.buttons.push(Button { rect: dir.rect(mid, across, side), action: Action::Toggle { rows: dir.rows, group: *grp } });
             }
@@ -207,6 +214,18 @@ pub fn layout(geo: &Geo, sh: &Sheet) -> Layout {
             // The bracket, over the part of the detail that is on screen.
             let first = dir.first_visible(grp.start, grp.end);
             let Some((first_line, (a0, _))) = first else { continue };
+            if grp.summary_before {
+                // From the button down (or across) to the last detail line, with the tick there.
+                let a0 = button.map_or(a0, |mid| mid + side / 2.0);
+                let end = dir.start(grp.end) + dir.size(grp.end);
+                let a1 = end.min(dir.hi);
+                if a1 <= a0 {
+                    continue;
+                }
+                let tick = (end <= dir.hi).then(|| [dir.point(a1 - 0.5, across), dir.point(a1 - 0.5, across + side / 2.0)]);
+                out.brackets.push(Bracket { line: [dir.point(a0, across), dir.point(a1 - 0.5, across)], tick });
+                continue;
+            }
             let a1 = match button {
                 Some(mid) => mid - side / 2.0,
                 None => dir.start(grp.summary()).min(dir.hi),
@@ -381,6 +400,41 @@ mod tests {
         assert_eq!(outer.action.label(), "\u{2212}");
     }
 
+    #[test]
+    fn summaries_above_and_left_take_the_toggles_and_the_bracket_ticks_move_to_the_end() {
+        let mut sh = sheet();
+        sh.summary_below = false;
+        sh.summary_right = false;
+        let g = geo(&sh);
+        let l = layout(&g, &sh);
+        let toggle = |rows: bool, level: u8| {
+            l.buttons.iter().find(|b| matches!(b.action, Action::Toggle { rows: r, group } if r == rows && group.level == level)).unwrap()
+        };
+        // Rows 5:8: the outer − is on row 4 (index 3), the inner one (rows 6:7) on row 5.
+        let outer = toggle(true, 1);
+        assert!(g.cell_rect(&sh, CellRef::new(3, 0)).y_range().contains(outer.rect.center().y));
+        assert!(g.cell_rect(&sh, CellRef::new(4, 0)).y_range().contains(toggle(true, 2).rect.center().y));
+        // Column group C:E: its − is above column B.
+        let col = toggle(false, 1);
+        assert!(g.cell_rect(&sh, CellRef::new(0, 1)).x_range().contains(col.rect.center().x));
+        // The bracket runs from the button to the end of row 8, with the tick there.
+        assert_eq!(l.brackets.len(), 3);
+        let b = l.brackets.iter().find(|b| (b.line[0].x - outer.rect.center().x).abs() < 0.01).unwrap();
+        let row8 = g.cell_rect(&sh, CellRef::new(7, 0));
+        assert!((b.line[0].y - outer.rect.bottom()).abs() < 0.01 && (b.line[1].y - (row8.bottom() - 0.5)).abs() < 1.0);
+        assert!(b.tick.is_some_and(|t| (t[0].y - b.line[1].y).abs() < 0.01 && t[1].x > t[0].x));
+        // A group on the first row has no row above it: no toggle, still a bracket.
+        let mut sh = Sheet::new("S");
+        sh.summary_below = false;
+        for r in 0..=2 {
+            sh.rows.entry(r).or_default().outline = 1;
+        }
+        let g = geo(&sh);
+        let l = layout(&g, &sh);
+        assert!(!l.buttons.iter().any(|b| matches!(b.action, Action::Toggle { .. })));
+        assert_eq!(l.brackets.len(), 1);
+    }
+
     #[test]
     fn collapsed_groups_show_plus_and_no_bracket() {
         let mut sh = sheet();
diff --git a/crates/ui-egui/src/ribbon.rs b/crates/ui-egui/src/ribbon.rs
index ab9cc311d..3519be8f1 100644
--- a/crates/ui-egui/src/ribbon.rs
+++ b/crates/ui-egui/src/ribbon.rs
@@ -2176,6 +2176,9 @@ fn data(app: &mut SheetApp, ui: &mut Ui) {
         if small_button(ui, Icon::Minus, "Hide Detail", "Hide Detail", false).clicked() {
             act(app, "data.hideDetail", json!({}));
         }
+        if small_button(ui, Icon::Settings, "Settings", "Outline Settings", false).clicked() {
+            app.open_dialog("outlineSettings", json!({}));
+        }
     });
     sep(ui);
     if big_button(ui, Icon::ChartBar, "Data\nAnalysis", "Data Analysis", false).clicked() {
diff --git a/crates/ui-egui/tests/it/outline.rs b/crates/ui-egui/tests/it/outline.rs
index 7b507af3e..57aa7b740 100644
--- a/crates/ui-egui/tests/it/outline.rs
+++ b/crates/ui-egui/tests/it/outline.rs
@@ -1,4 +1,5 @@
-//! The outline band of grouped rows and columns: − / + and level buttons (#373).
+//! The outline band of grouped rows and columns: − / + and level buttons (#373), and the
+//! Outline Settings dialog that moves the summary rows above their detail.
 
 use egui::{Event, Modifiers, PointerButton, Pos2, vec2};
 use gridcraft_engine::Session;
@@ -90,3 +91,30 @@ fn outline_buttons_collapse_expand_and_undo() {
 fn outline_buttons_work_on_right_to_left_sheets() {
     outline_buttons_collapse_and_expand(true);
 }
+
+#[test]
+fn settings_dialog_puts_summary_rows_above_their_detail() {
+    use egui_kittest::kittest::Queryable as _;
+    let mut h = harness();
+    h.state_mut().session.run("data.group", json!({"rows": "5:8"})).unwrap();
+    h.state_mut().open_dialog("outlineSettings", json!({}));
+    h.run_steps(4);
+    h.get_by_label("Summary rows below detail").click();
+    h.run_steps(3);
+    h.get_by_label_contains("OK").click();
+    h.run_steps(3);
+    assert!(h.state().dialog.is_none());
+    let sh = h.state().session.active().unwrap().wb.active().unwrap().clone();
+    assert!(!sh.summary_below && sh.summary_right);
+
+    // The − now sits on row 4, above the detail; it hides rows 5:8 and marks row 4 collapsed.
+    let minus = button(&h, toggle(true, 1));
+    let geo = h.state().grid.geo.clone().unwrap();
+    let row4 = geo.cell_rect(&sh, gridcraft_engine::core::CellRef::new(3, 0));
+    assert!(row4.y_range().contains(minus.y), "{minus:?} is not on row 4 ({row4:?})");
+    click(&mut h, minus);
+    assert_eq!(hidden_rows(&h), [4, 5, 6, 7]);
+    let sh = h.state().session.active().unwrap().wb.active().unwrap().clone();
+    assert!(sh.rows.get(&3).is_some_and(|l| l.collapsed));
+    assert!(!sh.rows.get(&8).is_some_and(|l| l.collapsed));
+}
diff --git a/crates/xlsx/src/sheet_read.rs b/crates/xlsx/src/sheet_read.rs
index 7cb2e8c22..aadd1141e 100644
--- a/crates/xlsx/src/sheet_read.rs
+++ b/crates/xlsx/src/sheet_read.rs
@@ -120,6 +120,10 @@ pub fn read_sheet(cx: &mut Ctx<'_>, part: &str, name: &str) -> Result<Sheet, IoE
                 if let Some(t) = e.child("tabColor") {
                     sheet.tab_color = Some(read_color(t, &cx.palette));
                 }
+                if let Some(o) = e.child("outlinePr") {
+                    sheet.summary_below = o.flag("summaryBelow", true);
+                    sheet.summary_right = o.flag("summaryRight", true);
+                }
                 fit_to_page = e.child("pageSetUpPr").is_some_and(|p| p.flag("fitToPage", false));
             }
             "sheetViews" => read_views(e, &mut sheet),
diff --git a/crates/xlsx/src/sheet_write.rs b/crates/xlsx/src/sheet_write.rs
index e0e863ec3..52dc979e6 100644
--- a/crates/xlsx/src/sheet_write.rs
+++ b/crates/xlsx/src/sheet_write.rs
@@ -138,11 +138,21 @@ pub fn write_sheet(wb: &Workbook, si: usize, selected: bool, out: &mut Out) -> (
     let mut s = format!("{XML_DECL}<worksheet xmlns=\"{NS_MAIN}\" xmlns:r=\"{NS_REL}\">");
     // sheetPr
     let fit = sheet.print.fit_to.is_some();
-    if sheet.tab_color.is_some() || fit {
+    let summary = !sheet.summary_below || !sheet.summary_right;
+    if sheet.tab_color.is_some() || fit || summary {
         s.push_str("<sheetPr>");
         if let Some(c) = &sheet.tab_color {
             let _ = write!(s, "<tabColor {}/>", color_attrs(c));
         }
+        if summary {
+            s.push_str("<outlinePr");
+            for (key, on) in [("summaryBelow", sheet.summary_below), ("summaryRight", sheet.summary_right)] {
+                if !on {
+                    let _ = write!(s, " {key}=\"0\"");
+                }
+            }
+            s.push_str("/>");
+        }
         if fit {
             s.push_str("<pageSetUpPr fitToPage=\"1\"/>");
         }
diff --git a/crates/xlsx/src/tests/malformed.rs b/crates/xlsx/src/tests/malformed.rs
index 91b5d4b9c..4ee815e86 100644
--- a/crates/xlsx/src/tests/malformed.rs
+++ b/crates/xlsx/src/tests/malformed.rs
@@ -343,3 +343,31 @@ fn outline_symbols_flag_round_trips() {
     let (wb, _) = read_xlsx(&minimal("<sheetData/>", &[], "", "")).unwrap();
     assert!(wb.sheet(0).unwrap().show_outline_symbols);
 }
+
+/// Outline Settings (`outlinePr summaryBelow="0" summaryRight="0"`) are read and written back,
+/// between the tab color and the page setup properties.
+#[test]
+fn outline_summary_directions_round_trip() {
+    let body = r#"<sheetPr><tabColor rgb="FF00B050"/><outlinePr summaryBelow="0"/><pageSetUpPr fitToPage="1"/></sheetPr><sheetData/><pageSetup fitToWidth="1" fitToHeight="1"/>"#;
+    let (wb, _) = read_xlsx(&minimal(body, &[], "", "")).unwrap();
+    let sh = wb.sheet(0).unwrap();
+    assert!(!sh.summary_below && sh.summary_right);
+    let bytes = write_xlsx(&wb).unwrap();
+    let xml = String::from_utf8(crate::package::Package::open(&bytes).unwrap().read("xl/worksheets/sheet1.xml").unwrap().unwrap()).unwrap();
+    let (tab, pr, fit) = (xml.find("<tabColor"), xml.find("<outlinePr summaryBelow=\"0\"/>"), xml.find("<pageSetUpPr"));
+    assert!(tab < pr && pr < fit && tab.is_some(), "{xml}");
+    let (back, _) = read_xlsx(&bytes).unwrap();
+    assert!(!back.sheet(0).unwrap().summary_below && back.sheet(0).unwrap().summary_right);
+    let body = r#"<sheetPr><outlinePr summaryRight="0"/></sheetPr><sheetData/>"#;
+    let (wb, _) = read_xlsx(&minimal(body, &[], "", "")).unwrap();
+    let (back, _) = read_xlsx(&write_xlsx(&wb).unwrap()).unwrap();
+    let sh = back.sheet(0).unwrap();
+    assert!(sh.summary_below && !sh.summary_right);
+    // Absent means below and right, and the defaults write no `outlinePr`.
+    let (wb, _) = read_xlsx(&minimal("<sheetData/>", &[], "", "")).unwrap();
+    let sh = wb.sheet(0).unwrap();
+    assert!(sh.summary_below && sh.summary_right);
+    let bytes = write_xlsx(&wb).unwrap();
+    let xml = String::from_utf8(crate::package::Package::open(&bytes).unwrap().read("xl/worksheets/sheet1.xml").unwrap().unwrap()).unwrap();
+    assert!(!xml.contains("outlinePr"), "{xml}");
+}
diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..d4174ab13 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -1,6 +1,6 @@
 # UI parity
 
-> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-23 · **Change:** minor (New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
+> **Last reviewed:** 2026-10-10 · **Last updated:** 2026-10-24 · **Change:** minor (Outline Settings: summary rows above and summary columns left of their detail; New Formatting Rule's formula box takes references clicked or dragged on the grid, #2348; Page Up and Ctrl+Up into frozen rows, Ctrl+Left and Alt+Page Up into frozen columns bring the scrolled area back; Auto Fill Options button after a left-drag of the fill handle (#1403); Show Outline Symbols, Ctrl+8; a too-wide number in a repeat-fill format such as Accounting shows #### instead of losing its leading digits; Esc and Enter close a data validation alert over the cell editor; Ctrl+Enter fill gives each cell the automatic number format typing gives it; keytip letters typed with Alt held, #1846; Number Stored as Text indicator and Convert to Number) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
 
 Interaction, controls and feel, against Excel. Part of [target-app-parity.md](target-app-parity.md).
 **UI/UX fidelity: ~55% ready, 50–80 h** (estimated). Ribbon command coverage is measured
@@ -59,7 +59,7 @@ this logic, with one undo step.
 | AutoComplete in columns, function autocomplete and argument tips | done; cell helpers clip to the worksheet and hide when the editor scrolls out (#200) |
 | Header resize and double-click AutoFit | done (#42, #88 for header dividers) |
 | Data › Advanced Filter | dialog offers in-place or copy-to filtering, list and optional criteria ranges, and unique records; Alt+A,Q opens it (#1622). The engine's copy-to path clears only the result footprint and rejects worksheet overflow (#1031). |
-| Outline symbols for grouped rows / columns (band beside the headers, brackets, − / +, level buttons 1…n+1) | done (#373): clicks run `data.hideDetail` / `data.showDetail` / `data.showLevels`, frozen panes and right-to-left sheets included; summary rows/columns are always below/right (the "Summary rows below detail" setting isn't modelled), View › Show Outline Symbols (Ctrl+8) hides the bands and is saved with the sheet, and a block of cells still groups rows without the Rows / Columns dialog |
+| Outline symbols for grouped rows / columns (band beside the headers, brackets, − / +, level buttons 1…n+1) | done (#373): clicks run `data.hideDetail` / `data.showDetail` / `data.showLevels`, frozen panes and right-to-left sheets included; Data › Outline › Settings (`data.outlineSettings`) puts summary rows above and summary columns left of their detail, saved as `outlinePr` (the dialog's Automatic styles check box and Apply Styles button are missing), View › Show Outline Symbols (Ctrl+8) hides the bands and is saved with the sheet, and a block of cells still groups rows without the Rows / Columns dialog |
 | Reorder selected whole columns by dragging their headers | done (10-11) |
 | Freeze panes, split panes | freeze done; split to verify |
 | A Table's header names and filter buttons in the column headings once its header row scrolls away | done (#1423): with the active cell in the Table, as in Excel; the button opens the column's filter menu, the rest of the heading still selects the column. Plain AutoFilter ranges keep their letters (Excel does the same) |
@@ -178,6 +178,7 @@ scrollbar bugs 2–4 · pixel/feel pass against observed Excel 7–12.
 
 | Date | Change | Summary |
 |---|---|---|
+| 2026-10-24 | minor | Outline Settings (Data ▸ Outline ▸ Settings, `data.outlineSettings`): clearing Summary rows below detail or Summary columns to right of detail puts the − / + buttons on the line above or left of each group, and Hide Detail, Show Detail and the level buttons mark that line collapsed. Changing a direction moves the marks of collapsed groups. Read and written as `outlinePr summaryBelow` / `summaryRight` |
 | 2026-10-23 | minor | Conditional Formatting ▸ New Rule, formula: clicking a cell on the grid writes its absolute reference at the formula box's caret (`=$B$2`, an empty box starts with `=`), a drag writes a range (`$B$2:$C$4`) and a second click replaces the reference just written, as in Excel ("Selecting cells on the worksheet inserts absolute cell references"). The selection the rule applies to doesn't move, and the box keeps the keyboard. After an operand (`=A1>5`) the click does nothing (#2348) |
 | 2026-10-23 | minor | Frozen panes: Page Up, Ctrl+Up and Shift variants that move from the scrolled rows into the frozen ones bring the scrolled rows back to the top, so the rows in between are seen again (Page Up from far down used to end on row 1 with the view still a page down); Ctrl+Left and Alt+Page Up do the same for frozen columns. Other ways of selecting a frozen cell (click, Find, Go To, Undo, formula pointing) leave the view where it is |
 | 2026-10-23 | minor | After a left-drag of the fill handle an Auto Fill Options button sits below the filled cells; its menu redoes the fill as Copy Cells, Fill Series, Fill Formatting Only or Fill Without Formatting (undoes the drag's fill, then `edit.autoFill` in that mode). It goes away when the workbook changes or the selection moves (#1403) |

From 9425358faa9b138158a2a95261f0cd6cebaae390 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 12:16:24 -0700
Subject: [PATCH 19/34] docs: Different First Page and Different Odd & Even
 Pages are no longer listed as missing

The Page Layout view row in docs/ui-parity.md listed both options as
missing. The Header & Footer tab has had both check boxes since #344, and
the first page and the even pages print and show their own header and
footer. The row now says so and lists Scale with Document and Align with
Page Margins as missing instead: XLSX keeps both settings, but no control
shows them and printing does not read them.
---
 docs/ui-parity.md | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..e6b7b8ea5 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -32,7 +32,7 @@ Sources: `crates/ui-egui/src` (ribbon, grid, editor, formula bar, dialogs, panes
 | Dark mode, system appearance | yes | yes | done (10-09); follows the system on first run, title-bar switch and File › Display theme (#194, #239) |
 | Backstage (File) view: Info, New with templates, Open recent, Export, Options | yes | yes (#174, 10-11): the File tab opens a full-window view (Esc or the back arrow return) with Home, New (blank + the three samples), Open (recent + Browse; the recent list tells when each workbook was last changed, 10-12), Info (location, properties, Protect Workbook), Save, Save As, Print (page preview, active sheet or workbook, fit to page, Page Setup), Export (PDF, CSV, web page), Close and Options (`file.options`: theme, language, formula bar, AutoSave, calculation) | no Account, Share or template gallery beyond the samples; Options applies at once (no OK/Cancel dialog) and holds only the settings GridCraft has |
 | Dark mode, system appearance | yes | yes | done (10-09) |
-| Page Layout view (paper view with rulers and header editing) | yes | yes (#329, 10-11): per-sheet view saved in XLSX, pages with margins and gaps on the print pagination, "Click to add data" pages, rulers (inches or centimetres), headers and footers drawn and edited in place with a Header & Footer tab | margins drag on the rulers (#792, with header and footer margins); header/footer pictures, Different First Page / Odd & Even missing (1–3 h) |
+| Page Layout view (paper view with rulers and header editing) | yes | yes (#329, 10-11): per-sheet view saved in XLSX, pages with margins and gaps on the print pagination, "Click to add data" pages, rulers (inches or centimetres), headers and footers drawn and edited in place with a Header & Footer tab, whose Different First Page and Different Odd & Even Pages give the first page and the even pages their own header and footer (#344) | margins drag on the rulers (#792, with header and footer margins); header/footer pictures and the Scale with Document / Align with Page Margins check boxes missing (XLSX keeps both settings) (1–3 h) |
 | Multiple windows per workbook | yes | no (#162) | see [hardware-parity.md](hardware-parity.md) |
 
 ## Grid interaction

From b745c136b22d7fd4c7dbea0f2c1c9b9f855d9e23 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 12:54:07 -0700
Subject: [PATCH 20/34] Headers and footers: printing follows the Scale with
 Document and Align with Page Margins check boxes

The Header & Footer tab now has the Scale with Document and Align with
Page Margins check boxes, and pageLayout.headerFooter takes
scaleWithDoc and alignWithMargins. XLSX already kept both settings,
but nothing else read them.

With Scale with Document on, header and footer text prints at the
sheet's print scale. With it off, the text keeps its point size. With
Align with Page Margins on, the left and right sections line up with
the page's side margins. With it off, they start 0.7 inch from the
paper's edges, or a quarter of the page width on paper narrower than
2.8 inches. The Page Layout view draws headers and footers and takes
clicks on them the same way. Both settings are on by default, so a
sheet printed at a scale other than 100% now prints its header and
footer text at that scale.
---
 crates/engine/src/cmd/print.rs              | 58 ++++++++++++++++++++-
 crates/engine/src/cmd/view.rs               | 10 +++-
 crates/engine/src/paper.rs                  | 40 +++++++++++++-
 crates/ui-egui/src/i18n/cs.rs               |  2 +
 crates/ui-egui/src/i18n/de.rs               |  2 +
 crates/ui-egui/src/i18n/el.rs               |  2 +
 crates/ui-egui/src/i18n/es.rs               |  2 +
 crates/ui-egui/src/i18n/fr.rs               |  2 +
 crates/ui-egui/src/i18n/it.rs               |  2 +
 crates/ui-egui/src/i18n/ja.rs               |  2 +
 crates/ui-egui/src/i18n/ko.rs               |  2 +
 crates/ui-egui/src/i18n/nl.rs               |  2 +
 crates/ui-egui/src/i18n/pl.rs               |  2 +
 crates/ui-egui/src/i18n/pt.rs               |  2 +
 crates/ui-egui/src/i18n/ro.rs               |  2 +
 crates/ui-egui/src/i18n/ru.rs               |  2 +
 crates/ui-egui/src/i18n/sr.rs               |  2 +
 crates/ui-egui/src/i18n/tr.rs               |  2 +
 crates/ui-egui/src/i18n/uk.rs               |  2 +
 crates/ui-egui/src/i18n/vi.rs               |  2 +
 crates/ui-egui/src/i18n/zh.rs               |  2 +
 crates/ui-egui/src/paper_view.rs            | 36 ++++++++-----
 crates/ui-egui/tests/it/page_layout_view.rs | 22 ++++++++
 docs/ui-parity.md                           |  2 +-
 24 files changed, 185 insertions(+), 19 deletions(-)

diff --git a/crates/engine/src/cmd/print.rs b/crates/engine/src/cmd/print.rs
index 1c91518e2..52c975688 100644
--- a/crates/engine/src/cmd/print.rs
+++ b/crates/engine/src/cmd/print.rs
@@ -139,8 +139,26 @@ impl SheetLayout {
         let [l, r, t, b, ..] = self.margins;
         ((self.page_w - l - r).max(36.0), (self.page_h - t - b).max(36.0))
     }
+    /// Left and right margins, in points, that header and footer sections line up with: the
+    /// page's side margins with Align with Page Margins on, otherwise 0.7 inch on each side, at
+    /// most a quarter of the page width.
+    pub(crate) fn hf_sides(&self) -> (f32, f32) {
+        if self.settings.hf_align_with_margins {
+            (self.margins[0], self.margins[1])
+        } else {
+            let side = HF_FIXED_SIDE_MARGIN.min(self.page_w / 4.0);
+            (side, side)
+        }
+    }
+    /// Scale of header and footer text: the print scale with Scale with Document on, otherwise 1.
+    pub(crate) fn hf_text_scale(&self) -> f32 {
+        if self.settings.hf_scale_with_doc { self.scale } else { 1.0 }
+    }
 }
 
+/// Side margin of headers and footers, in points, when Align with Page Margins is off.
+const HF_FIXED_SIDE_MARGIN: f32 = 0.7 * 72.0;
+
 /// Options shared by the print commands.
 #[derive(Clone, Debug, Default)]
 pub struct PrintOptions {
@@ -1476,7 +1494,9 @@ fn draw_headings(pg: &mut Page, b: &Block, col_heads: bool, row_heads: bool, at:
 }
 
 fn draw_header_footer(pg: &mut Page, lay: &SheetLayout, which: gridcraft_model::HfPage, cx: &HfContext) {
-    let [l, r, _, _, hm, fm] = lay.margins;
+    let [_, _, _, _, hm, fm] = lay.margins;
+    let (l, r) = lay.hf_sides();
+    let text_scale = lay.hf_text_scale();
     let pw = lay.page_w;
     let ph = lay.page_h;
     for (spec, header) in [(lay.settings.hf(which, false), true), (lay.settings.hf(which, true), false)] {
@@ -1488,7 +1508,7 @@ fn draw_header_footer(pg: &mut Page, lay: &SheetLayout, which: gridcraft_model::
             if sec.text.trim().is_empty() {
                 continue;
             }
-            let size = sec.size.unwrap_or(10.0).clamp(1.0, 72.0);
+            let size = sec.size.unwrap_or(10.0).clamp(1.0, 72.0) * text_scale;
             let font = Font::styled(gridcraft_pdf::Family::Sans, sec.bold, sec.italic);
             let lines: Vec<&str> = sec.text.split('\n').take(20).collect();
             let n = lines.len() as f32;
@@ -2021,6 +2041,40 @@ mod tests {
         assert!(contains(&pdf, "(Odd 1) Tj") && contains(&pdf, "(Odd 2) Tj") && !contains(&pdf, "(Cover) Tj"));
     }
 
+    /// The x position and font size of the first `(text) Tj` in a PDF.
+    fn text_at(pdf: &[u8], text: &str) -> Option<(f32, f32)> {
+        let s = String::from_utf8_lossy(pdf);
+        let before = &s[..s.find(&format!("({text}) Tj"))?];
+        let tf = before.rfind(" Tf")?;
+        let size = before[..tf].rsplit(' ').next()?.parse().ok()?;
+        let tm = before.rfind(" Tm")?;
+        let mut nums = before[..tm].rsplit([' ', '\n']);
+        let _y = nums.next()?;
+        let x = nums.next()?.parse().ok()?;
+        Some((x, size))
+    }
+
+    #[test]
+    fn headers_scale_with_the_sheet_and_align_with_its_margins_unless_turned_off() {
+        let mut s = s();
+        s.execute("cell.set", json!({"cell": "A1", "input": "x"})).unwrap();
+        s.execute("pageLayout.pageSetup", json!({"scale": 50, "left": 1.5, "right": 1.5})).unwrap();
+        s.execute("pageLayout.headerFooter", json!({"header": "&LLeft&C&14Middle"})).unwrap();
+        // Both on (the default): the text prints at half size, from the 1.5-inch left margin.
+        let (pdf, _) = pdf_of(&mut s, json!({}));
+        assert_eq!(text_at(&pdf, "Left"), Some((108.0, 5.0)));
+        assert_eq!(text_at(&pdf, "Middle").map(|t| t.1), Some(7.0));
+        let r = s.execute("pageLayout.headerFooter", json!({"scaleWithDoc": false, "alignWithMargins": false})).unwrap();
+        assert_eq!((&r["scaleWithDoc"], &r["alignWithMargins"]), (&json!(false), &json!(false)));
+        // Both off: full size, 0.7 inch from the paper's left edge.
+        let (pdf, _) = pdf_of(&mut s, json!({}));
+        assert_eq!(text_at(&pdf, "Left"), Some((50.4, 10.0)));
+        assert_eq!(text_at(&pdf, "Middle").map(|t| t.1), Some(14.0));
+        s.execute("edit.undo", json!({})).unwrap();
+        let pr = &s.doc().unwrap().wb.sheet(0).unwrap().print;
+        assert!(pr.hf_scale_with_doc && pr.hf_align_with_margins);
+    }
+
     #[test]
     fn pdf_prints_cjk_text_instead_of_question_marks() {
         let mut s = s();
diff --git a/crates/engine/src/cmd/view.rs b/crates/engine/src/cmd/view.rs
index b42aec9a6..60d907f40 100644
--- a/crates/engine/src/cmd/view.rs
+++ b/crates/engine/src/cmd/view.rs
@@ -115,7 +115,7 @@ pub fn specs() -> Vec<CommandSpec> {
             "Header & Footer",
             ["Insert", "Text"],
             None,
-            "{sheet?, header?: \"&C&P\", footer?: \"&CPage &P of &N\", differentFirst?: bool, differentOddEven?: bool, firstHeader?, firstFooter?, evenHeader?, evenFooter?} or one section: {sheet?, page?: odd|even|first, part: header|footer, section: left|center|right, text: \"Page &[Page] of &[Pages]\"} (field names or codes) → {header, footer, differentFirst, differentOddEven, firstHeader, firstFooter, evenHeader, evenFooter}",
+            "{sheet?, header?: \"&C&P\", footer?: \"&CPage &P of &N\", differentFirst?: bool, differentOddEven?: bool, scaleWithDoc?: bool, alignWithMargins?: bool, firstHeader?, firstFooter?, evenHeader?, evenFooter?} or one section: {sheet?, page?: odd|even|first, part: header|footer, section: left|center|right, text: \"Page &[Page] of &[Pages]\"} (field names or codes) → {header, footer, differentFirst, differentOddEven, scaleWithDoc, alignWithMargins, firstHeader, firstFooter, evenHeader, evenFooter}",
             has_doc,
             header_footer
         ),
@@ -392,6 +392,12 @@ fn header_footer(s: &mut Session, p: &Json) -> Result<Json> {
         if let Some(on) = bool_param(p, "differentOddEven") {
             pr.different_odd_even = on;
         }
+        if let Some(on) = bool_param(p, "scaleWithDoc") {
+            pr.hf_scale_with_doc = on;
+        }
+        if let Some(on) = bool_param(p, "alignWithMargins") {
+            pr.hf_align_with_margins = on;
+        }
         if let Some((page, footer, idx, text)) = &section {
             let spec = pr.hf_mut(*page, *footer);
             let mut parts = super::print::split_header_footer(spec);
@@ -405,6 +411,8 @@ fn header_footer(s: &mut Session, p: &Json) -> Result<Json> {
             "footer": pr.footer,
             "differentFirst": pr.different_first,
             "differentOddEven": pr.different_odd_even,
+            "scaleWithDoc": pr.hf_scale_with_doc,
+            "alignWithMargins": pr.hf_align_with_margins,
             "firstHeader": pr.first_header,
             "firstFooter": pr.first_footer,
             "evenHeader": pr.even_header,
diff --git a/crates/engine/src/paper.rs b/crates/engine/src/paper.rs
index 01065c09e..0800f4fc7 100644
--- a/crates/engine/src/paper.rs
+++ b/crates/engine/src/paper.rs
@@ -29,6 +29,12 @@ pub struct PageGrid {
     pub gap: f64,
     /// Print scale (1.0 = 100%): screen sizes of cells are `zoom × scale`.
     pub scale: f32,
+    /// Left and right margins of headers and footers in layout units (the side margins, or a
+    /// fixed 0.7 inch, at most a quarter of the page width, with Align with Page Margins off).
+    pub hf_sides: [f64; 2],
+    /// Layout units per sheet pixel of header and footer text: 1 with Scale with Document on,
+    /// otherwise `1 / scale`, so the text keeps its point size on paper.
+    pub hf_text_k: f32,
     /// Paper size in points (after orientation), for the rulers.
     pub paper_pt: (f32, f32),
     pub row_bands: Vec<(u32, u32)>,
@@ -65,6 +71,8 @@ impl PageGrid {
         let s = f64::from(lay.scale.clamp(0.1, 4.0));
         let to_layout = |pt: f32| f64::from(pt) / f64::from(PX_TO_PT) / s;
         let margins = lay.margins.map(to_layout);
+        let (hf_left, hf_right) = lay.hf_sides();
+        let hf_text_k = lay.hf_text_scale() / s as f32;
         let band_range = |bands: &[(u32, u32)], lo: u32, hi: u32| {
             let first = bands.iter().position(|b| b.1 >= lo).unwrap_or(0);
             let last = bands.iter().rposition(|b| b.0 <= hi).unwrap_or(first).max(first);
@@ -79,6 +87,8 @@ impl PageGrid {
             margins,
             gap: f64::from(PAGE_GAP) / s,
             scale: lay.scale,
+            hf_sides: [to_layout(hf_left), to_layout(hf_right)],
+            hf_text_k,
             paper_pt: (lay.page_w, lay.page_h),
             rows_complete: row_bands.last().is_some_and(|b| b.1 >= MAX_ROWS - 1),
             cols_complete: col_bands.last().is_some_and(|b| b.1 >= MAX_COLS - 1),
@@ -174,11 +184,12 @@ impl PageGrid {
     }
 
     /// The header or footer section under the point: the top or bottom margin of a page, split
-    /// into thirds between the side margins.
+    /// into thirds between the header and footer side margins.
     pub fn hf_zone_at(&self, x: f64, y: f64) -> Option<((usize, usize), HfZone)> {
         let (i, j) = self.page_at(x, y)?;
         let (px, py, _, _) = self.page_rect(i, j);
-        let [l, r, t, b, ..] = self.margins;
+        let [_, _, t, b, ..] = self.margins;
+        let [l, r] = self.hf_sides;
         let footer = if y < py + t {
             false
         } else if y >= py + self.page_h - b {
@@ -301,6 +312,31 @@ mod tests {
         assert!(g.is_data_page(0, 0) && !g.is_data_page(1, 0));
     }
 
+    #[test]
+    fn header_zones_and_text_follow_scale_with_document_and_align_with_page_margins() {
+        let mut wb = wb_with(10, 3);
+        if let Some(sh) = wb.sheet_mut(0) {
+            sh.print.scale = 50;
+            sh.print.margins = [2.0, 2.0, 0.75, 0.75, 0.3, 0.3];
+        }
+        let g = PageGrid::build(&wb, 0, 50, 20).unwrap();
+        let (px, py, _, _) = g.page_rect(0, 0);
+        // Both on: the sections sit between the 2-inch side margins and the text scales with the cells.
+        assert_eq!(g.hf_sides, [g.margins[0], g.margins[1]]);
+        assert!((g.hf_text_k - 1.0).abs() < 1e-6);
+        assert_eq!(g.hf_zone_at(px + 1000.0, py + 3.0).map(|z| z.1.section), Some(2));
+        if let Some(sh) = wb.sheet_mut(0) {
+            sh.print.hf_scale_with_doc = false;
+            sh.print.hf_align_with_margins = false;
+        }
+        let g = PageGrid::build(&wb, 0, 50, 20).unwrap();
+        // Both off: 0.7 inch (67.2 sheet pixels, 134.4 layout units at 50%) on each side, and the
+        // text keeps its point size on paper.
+        assert!(g.hf_sides.iter().all(|s| (s - 134.4).abs() < 1e-3), "{:?}", g.hf_sides);
+        assert!((g.hf_text_k - 2.0).abs() < 1e-6);
+        assert_eq!(g.hf_zone_at(px + 1000.0, py + 3.0).map(|z| z.1.section), Some(1));
+    }
+
     #[test]
     fn print_scale_and_hostile_settings_stay_bounded() {
         let mut wb = wb_with(3, 3);
diff --git a/crates/ui-egui/src/i18n/cs.rs b/crates/ui-egui/src/i18n/cs.rs
index fc9181feb..c622a1831 100644
--- a/crates/ui-egui/src/i18n/cs.rs
+++ b/crates/ui-egui/src/i18n/cs.rs
@@ -206,6 +206,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Footer" => "Zápatí",
         "Different First Page" => "Jiná první stránka",
         "Different Odd & Even Pages" => "Jiné liché a sudé stránky",
+        "Scale with Document" => "Měnit velikost s dokumentem",
+        "Align with Page Margins" => "Zarovnat k okrajům stránky",
         "Go to Footer" => "Přejít na zápatí",
         "Go to Header" => "Přejít na záhlaví",
         "Go to\nFooter" => "Přejít\nna zápatí",
diff --git a/crates/ui-egui/src/i18n/de.rs b/crates/ui-egui/src/i18n/de.rs
index 61c2292f4..8296909c8 100644
--- a/crates/ui-egui/src/i18n/de.rs
+++ b/crates/ui-egui/src/i18n/de.rs
@@ -210,6 +210,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Footer" => "Fußzeile",
         "Different First Page" => "Erste Seite anders",
         "Different Odd & Even Pages" => "Gerade und ungerade Seiten anders",
+        "Scale with Document" => "Mit Dokument skalieren",
+        "Align with Page Margins" => "An Seitenrändern ausrichten",
         "Go to Footer" => "Zur Fußzeile wechseln",
         "Go to Header" => "Zur Kopfzeile wechseln",
         "Go to\nFooter" => "Zur\nFußzeile",
diff --git a/crates/ui-egui/src/i18n/el.rs b/crates/ui-egui/src/i18n/el.rs
index e54416a6f..bd972471d 100644
--- a/crates/ui-egui/src/i18n/el.rs
+++ b/crates/ui-egui/src/i18n/el.rs
@@ -202,6 +202,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Footer" => "Υποσέλιδο",
         "Different First Page" => "Διαφορετική πρώτη σελίδα",
         "Different Odd & Even Pages" => "Διαφορετικές μονές και ζυγές σελίδες",
+        "Scale with Document" => "Κλιμάκωση με το έγγραφο",
+        "Align with Page Margins" => "Στοίχιση με τα περιθώρια σελίδας",
         "Go to Footer" => "Μετάβαση στο υποσέλιδο",
         "Go to Header" => "Μετάβαση στην κεφαλίδα",
         "Go to\nFooter" => "Μετάβαση στο\nυποσέλιδο",
diff --git a/crates/ui-egui/src/i18n/es.rs b/crates/ui-egui/src/i18n/es.rs
index 36898c098..5a1770438 100644
--- a/crates/ui-egui/src/i18n/es.rs
+++ b/crates/ui-egui/src/i18n/es.rs
@@ -209,6 +209,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Footer" => "Pie de página",
         "Different First Page" => "Primera página diferente",
         "Different Odd & Even Pages" => "Páginas pares e impares diferentes",
+        "Scale with Document" => "Escalar con el documento",
+        "Align with Page Margins" => "Alinear con los márgenes de página",
         "Go to Footer" => "Ir al pie de página",
         "Go to Header" => "Ir al encabezado",
         "Go to\nFooter" => "Ir al pie\nde página",
diff --git a/crates/ui-egui/src/i18n/fr.rs b/crates/ui-egui/src/i18n/fr.rs
index 317647c2f..9927e060f 100644
--- a/crates/ui-egui/src/i18n/fr.rs
+++ b/crates/ui-egui/src/i18n/fr.rs
@@ -4,6 +4,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
     Some(match text {
         "Different First Page" => "Première page différente",
         "Different Odd & Even Pages" => "Pages paires et impaires différentes",
+        "Scale with Document" => "Mettre à l'échelle avec le document",
+        "Align with Page Margins" => "Aligner sur les marges de la page",
         "Paste" => "Coller",
         "Paste Values" => "Coller les valeurs",
         "Paste Formulas" => "Coller les formules",
diff --git a/crates/ui-egui/src/i18n/it.rs b/crates/ui-egui/src/i18n/it.rs
index 65f356669..d0a06adfa 100644
--- a/crates/ui-egui/src/i18n/it.rs
+++ b/crates/ui-egui/src/i18n/it.rs
@@ -327,6 +327,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "Vai a intestazione",
         "Different First Page" => "Prima pagina diversa",
         "Different Odd & Even Pages" => "Pagine pari e dispari diverse",
+        "Scale with Document" => "Ridimensiona con il documento",
+        "Align with Page Margins" => "Allinea ai margini della pagina",
         "Go to Footer" => "Vai a piè di pagina",
         "Ruler" => "Righello",
         // File › Backstage view.
diff --git a/crates/ui-egui/src/i18n/ja.rs b/crates/ui-egui/src/i18n/ja.rs
index 2df4cfc11..c78a111f5 100644
--- a/crates/ui-egui/src/i18n/ja.rs
+++ b/crates/ui-egui/src/i18n/ja.rs
@@ -331,6 +331,8 @@ pub(super) const CORE: &[(&str, &str)] = &[
     ("Go to Header", "ヘッダーに移動"),
     ("Different First Page", "先頭ページのみ別指定"),
     ("Different Odd & Even Pages", "奇数/偶数ページ別指定"),
+    ("Scale with Document", "文書に合わせて拡大/縮小"),
+    ("Align with Page Margins", "ページ余白に合わせる"),
     ("Go to Footer", "フッターに移動"),
     ("Ruler", "ルーラー"),
     ("File", "ファイル"),
diff --git a/crates/ui-egui/src/i18n/ko.rs b/crates/ui-egui/src/i18n/ko.rs
index d3c440cf3..35195e2ae 100644
--- a/crates/ui-egui/src/i18n/ko.rs
+++ b/crates/ui-egui/src/i18n/ko.rs
@@ -332,6 +332,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "머리글로 이동",
         "Different First Page" => "첫 페이지를 다르게 지정",
         "Different Odd & Even Pages" => "짝수와 홀수 페이지를 다르게 지정",
+        "Scale with Document" => "문서에 맞게 배율 조정",
+        "Align with Page Margins" => "페이지 여백에 맞추기",
         "Go to Footer" => "바닥글로 이동",
         "Ruler" => "눈금자",
         // File › Backstage view.
diff --git a/crates/ui-egui/src/i18n/nl.rs b/crates/ui-egui/src/i18n/nl.rs
index c1f952357..b8c995057 100644
--- a/crates/ui-egui/src/i18n/nl.rs
+++ b/crates/ui-egui/src/i18n/nl.rs
@@ -326,6 +326,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "Naar koptekst",
         "Different First Page" => "Eerste pagina afwijkend",
         "Different Odd & Even Pages" => "Even en oneven pagina's afwijkend",
+        "Scale with Document" => "Meeschalen met document",
+        "Align with Page Margins" => "Uitlijnen op paginamarges",
         "Go to Footer" => "Naar voettekst",
         "Ruler" => "Liniaal",
         "File" => "Bestand",
diff --git a/crates/ui-egui/src/i18n/pl.rs b/crates/ui-egui/src/i18n/pl.rs
index e3185d55a..9b4c8b90a 100644
--- a/crates/ui-egui/src/i18n/pl.rs
+++ b/crates/ui-egui/src/i18n/pl.rs
@@ -322,6 +322,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "Przejdź do nagłówka",
         "Different First Page" => "Inna pierwsza strona",
         "Different Odd & Even Pages" => "Inne strony nieparzyste i parzyste",
+        "Scale with Document" => "Skaluj z dokumentem",
+        "Align with Page Margins" => "Wyrównaj do marginesów strony",
         "Go to Footer" => "Przejdź do stopki",
         "Ruler" => "Linijka",
         "File" => "Plik",
diff --git a/crates/ui-egui/src/i18n/pt.rs b/crates/ui-egui/src/i18n/pt.rs
index 1b56ff504..6e6349657 100644
--- a/crates/ui-egui/src/i18n/pt.rs
+++ b/crates/ui-egui/src/i18n/pt.rs
@@ -328,6 +328,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "Ir para o Cabeçalho",
         "Different First Page" => "Primeira Página Diferente",
         "Different Odd & Even Pages" => "Páginas Pares e Ímpares Diferentes",
+        "Scale with Document" => "Dimensionar com o Documento",
+        "Align with Page Margins" => "Alinhar com as Margens da Página",
         "Go to Footer" => "Ir para o Rodapé",
         "Ruler" => "Régua",
         // File › Backstage view.
diff --git a/crates/ui-egui/src/i18n/ro.rs b/crates/ui-egui/src/i18n/ro.rs
index 9e0d92516..abd3faa4c 100644
--- a/crates/ui-egui/src/i18n/ro.rs
+++ b/crates/ui-egui/src/i18n/ro.rs
@@ -329,6 +329,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "Salt la antet",
         "Different First Page" => "Prima pagină diferită",
         "Different Odd & Even Pages" => "Pagini pare și impare diferite",
+        "Scale with Document" => "Scalare cu documentul",
+        "Align with Page Margins" => "Aliniere la marginile paginii",
         "Go to Footer" => "Salt la subsol",
         "Ruler" => "Riglă",
         "File" => "Fișier",
diff --git a/crates/ui-egui/src/i18n/ru.rs b/crates/ui-egui/src/i18n/ru.rs
index ce675701e..dfbc945c4 100644
--- a/crates/ui-egui/src/i18n/ru.rs
+++ b/crates/ui-egui/src/i18n/ru.rs
@@ -332,6 +332,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "Перейти к верхнему колонтитулу",
         "Different First Page" => "Особый колонтитул для первой страницы",
         "Different Odd & Even Pages" => "Разные колонтитулы для четных и нечетных страниц",
+        "Scale with Document" => "Масштабировать вместе с документом",
+        "Align with Page Margins" => "Выровнять по полям страницы",
         "Go to Footer" => "Перейти к нижнему колонтитулу",
         "Ruler" => "Линейка",
         // File › Backstage view.
diff --git a/crates/ui-egui/src/i18n/sr.rs b/crates/ui-egui/src/i18n/sr.rs
index c71ce53a8..71c600feb 100644
--- a/crates/ui-egui/src/i18n/sr.rs
+++ b/crates/ui-egui/src/i18n/sr.rs
@@ -325,6 +325,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "Idi na zaglavlje",
         "Different First Page" => "Drugačija prva stranica",
         "Different Odd & Even Pages" => "Drugačije neparne i parne stranice",
+        "Scale with Document" => "Skaliraj sa dokumentom",
+        "Align with Page Margins" => "Poravnaj sa marginama stranice",
         "Go to Footer" => "Idi na podnožje",
         "Ruler" => "Lenjir",
         "File" => "Datoteka",
diff --git a/crates/ui-egui/src/i18n/tr.rs b/crates/ui-egui/src/i18n/tr.rs
index ce2bc8e1e..86f950375 100644
--- a/crates/ui-egui/src/i18n/tr.rs
+++ b/crates/ui-egui/src/i18n/tr.rs
@@ -205,6 +205,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Footer" => "Altbilgi",
         "Different First Page" => "İlk Sayfada Farklı",
         "Different Odd & Even Pages" => "Tek ve Çift Sayfalarda Farklı",
+        "Scale with Document" => "Belgeyle Ölçeklendir",
+        "Align with Page Margins" => "Sayfa Kenar Boşluklarıyla Hizala",
         "Go to Footer" => "Altbilgiye Git",
         "Go to Header" => "Üstbilgiye Git",
         "Go to\nFooter" => "Altbilgiye\nGit",
diff --git a/crates/ui-egui/src/i18n/uk.rs b/crates/ui-egui/src/i18n/uk.rs
index 97659cc12..24a3c0756 100644
--- a/crates/ui-egui/src/i18n/uk.rs
+++ b/crates/ui-egui/src/i18n/uk.rs
@@ -325,6 +325,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "Перейти до верхнього колонтитула",
         "Different First Page" => "Окремий колонтитул для першої сторінки",
         "Different Odd & Even Pages" => "Різні колонтитули для парних і непарних сторінок",
+        "Scale with Document" => "Масштабувати разом із документом",
+        "Align with Page Margins" => "Вирівняти за полями сторінки",
         "Go to Footer" => "Перейти до нижнього колонтитула",
         "Ruler" => "Лінійка",
         // File › Backstage view.
diff --git a/crates/ui-egui/src/i18n/vi.rs b/crates/ui-egui/src/i18n/vi.rs
index 94c32b3a5..11fe14fcf 100644
--- a/crates/ui-egui/src/i18n/vi.rs
+++ b/crates/ui-egui/src/i18n/vi.rs
@@ -330,6 +330,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "Đi tới đầu trang",
         "Different First Page" => "Trang đầu khác",
         "Different Odd & Even Pages" => "Trang chẵn lẻ khác nhau",
+        "Scale with Document" => "Co giãn theo tài liệu",
+        "Align with Page Margins" => "Căn theo lề trang",
         "Go to Footer" => "Đi tới chân trang",
         "Ruler" => "Thước",
         // File › Backstage view.
diff --git a/crates/ui-egui/src/i18n/zh.rs b/crates/ui-egui/src/i18n/zh.rs
index c9d3ecb7d..c03dfb384 100644
--- a/crates/ui-egui/src/i18n/zh.rs
+++ b/crates/ui-egui/src/i18n/zh.rs
@@ -330,6 +330,8 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Go to Header" => "转至页眉",
         "Different First Page" => "首页不同",
         "Different Odd & Even Pages" => "奇偶页不同",
+        "Scale with Document" => "随文档缩放",
+        "Align with Page Margins" => "与页边距对齐",
         "Go to Footer" => "转至页脚",
         "Ruler" => "标尺",
         // File › Backstage view.
diff --git a/crates/ui-egui/src/paper_view.rs b/crates/ui-egui/src/paper_view.rs
index 621a97903..d0005d76d 100644
--- a/crates/ui-egui/src/paper_view.rs
+++ b/crates/ui-egui/src/paper_view.rs
@@ -182,7 +182,8 @@ fn tr<'a>(app: &SheetApp, s: &'a str) -> &'a str {
 /// Section rectangles (left, centre, right) of a page's header or footer on screen.
 fn section_rects(geo: &Geo, pg: &PageGrid, (i, j): (usize, usize), footer: bool) -> [Rect; 3] {
     let (px, py, w, h) = pg.page_rect(i, j);
-    let [l, r, t, b, ..] = pg.margins;
+    let [_, _, t, b, ..] = pg.margins;
+    let [l, r] = pg.hf_sides;
     let (y0, y1) = if footer { (py + h - b, py + h) } else { (py, py + t) };
     let inner = (w - l - r).max(3.0);
     let third = inner / 3.0;
@@ -195,8 +196,8 @@ fn section_rects(geo: &Geo, pg: &PageGrid, (i, j): (usize, usize), footer: bool)
     out
 }
 
-fn hf_font(geo: &Geo, size_pt: Option<f32>, bold: bool) -> FontId {
-    let px = size_pt.unwrap_or(10.0).clamp(1.0, 72.0) * 96.0 / 72.0 * geo.z;
+fn hf_font(geo: &Geo, pg: &PageGrid, size_pt: Option<f32>, bold: bool) -> FontId {
+    let px = size_pt.unwrap_or(10.0).clamp(1.0, 72.0) * 96.0 / 72.0 * pg.hf_text_k * geo.z;
     let px = px.clamp(4.0, 120.0);
     if bold { theme::ui_bold(px) } else { theme::ui_font(px) }
 }
@@ -235,7 +236,7 @@ pub(crate) fn paint_headers_footers(app: &SheetApp, ui: &egui::Ui, p: &Painter,
             if spec.is_empty() {
                 if hovered {
                     let label = if footer { "Add footer" } else { "Add header" };
-                    p.text(rects[1].center(), Align2::CENTER_CENTER, tr(app, label), hf_font(geo, Some(10.0), false), Color32::from_gray(120));
+                    p.text(rects[1].center(), Align2::CENTER_CENTER, tr(app, label), hf_font(geo, &pg, Some(10.0), false), Color32::from_gray(120));
                 }
                 continue;
             }
@@ -255,7 +256,7 @@ pub(crate) fn paint_headers_footers(app: &SheetApp, ui: &egui::Ui, p: &Painter,
                 if sec.text.trim().is_empty() {
                     continue;
                 }
-                let font = hf_font(geo, sec.size, sec.bold);
+                let font = hf_font(geo, &pg, sec.size, sec.bold);
                 let r = rects[k];
                 let (anchor, x) = match k {
                     0 => (Align2::LEFT_TOP, r.left()),
@@ -326,8 +327,9 @@ pub fn start_editing(app: &mut SheetApp) {
     app.grid.hf_start = true;
 }
 
-/// Turns Different First Page / Different Odd & Even Pages on or off, keeping the edit on the
-/// same page (which may now show another header).
+/// Turns a Header & Footer option (Different First Page, Different Odd & Even Pages, Scale with
+/// Document, Align with Page Margins) on or off, keeping the edit on the same page (which may
+/// now show another header).
 fn set_option(app: &mut SheetApp, key: &str, on: bool) {
     let Some(e) = app.grid.hf_edit.as_ref() else { return };
     let (sheet, page, zone) = (e.sheet, e.page, HfZone { footer: e.footer, section: e.section });
@@ -446,7 +448,7 @@ fn editor(app: &mut SheetApp, ui: &mut egui::Ui, geo: &Geo, pg: &PageGrid) {
     let rects = section_rects(geo, pg, e.page, e.footer);
     let p = ui.painter().with_clip_rect(geo.cells);
     let t = Tokens::get(ui.ctx());
-    let font = hf_font(geo, Some(10.0), false);
+    let font = hf_font(geo, pg, Some(10.0), false);
     let mut switch_to = None;
     for (k, r) in rects.iter().enumerate() {
         if !r.intersects(geo.cells) {
@@ -893,11 +895,10 @@ pub fn ribbon_tab(app: &mut SheetApp, ui: &mut egui::Ui) {
         go_to(app, true);
     }
     sep(ui);
-    let (first, odd_even) = app
-        .session
-        .active()
-        .and_then(|d| d.wb.sheet(app.grid.hf_edit.as_ref().map_or(0, |e| e.sheet)).map(|s| (s.print.different_first, s.print.different_odd_even)))
-        .unwrap_or_default();
+    let (first, odd_even, scale_doc, align) =
+        app.session.active().and_then(|d| d.wb.sheet(app.grid.hf_edit.as_ref().map_or(0, |e| e.sheet))).map_or((false, false, true, true), |s| {
+            (s.print.different_first, s.print.different_odd_even, s.print.hf_scale_with_doc, s.print.hf_align_with_margins)
+        });
     ui.vertical(|ui| {
         let (mut f, mut o) = (first, odd_even);
         if ui.checkbox(&mut f, tr(app, "Different First Page")).changed() {
@@ -907,6 +908,15 @@ pub fn ribbon_tab(app: &mut SheetApp, ui: &mut egui::Ui) {
             set_option(app, "differentOddEven", o);
         }
     });
+    ui.vertical(|ui| {
+        let (mut sd, mut am) = (scale_doc, align);
+        if ui.checkbox(&mut sd, tr(app, "Scale with Document")).changed() {
+            set_option(app, "scaleWithDoc", sd);
+        }
+        if ui.checkbox(&mut am, tr(app, "Align with Page Margins")).changed() {
+            set_option(app, "alignWithMargins", am);
+        }
+    });
 }
 
 fn sep(ui: &mut egui::Ui) {
diff --git a/crates/ui-egui/tests/it/page_layout_view.rs b/crates/ui-egui/tests/it/page_layout_view.rs
index b2e80d0d9..863ad2b08 100644
--- a/crates/ui-egui/tests/it/page_layout_view.rs
+++ b/crates/ui-egui/tests/it/page_layout_view.rs
@@ -2,6 +2,7 @@
 //! transform, and headers are edited in place, committed on a click elsewhere, and undoable.
 
 use egui::{Event, Key, Modifiers, PointerButton, Pos2, pos2, vec2};
+use egui_kittest::kittest::Queryable;
 use gridcraft_engine::Session;
 use gridcraft_engine::core::CellRef;
 use gridcraft_engine::model::SheetViewMode;
@@ -163,6 +164,27 @@ fn the_first_page_edits_its_own_header_when_different_first_page_is_on() {
     assert_eq!(pr.header, "&LLeft", "the other pages keep their header");
 }
 
+#[test]
+fn scale_with_document_and_align_with_page_margins_are_check_boxes_on_the_header_and_footer_tab() {
+    let mut h = fixture();
+    gridcraft_ui_egui::paper_view::start_editing(h.state_mut());
+    h.run_steps(4);
+    let options = |h: &Harness| {
+        let pr = &h.state().session.doc().unwrap().wb.active().unwrap().print;
+        (pr.hf_scale_with_doc, pr.hf_align_with_margins)
+    };
+    assert_eq!(options(&h), (true, true));
+    h.get_by_label("Scale with Document").click();
+    h.run_steps(3);
+    assert_eq!(options(&h), (false, true));
+    h.get_by_label("Align with Page Margins").click();
+    h.run_steps(3);
+    assert_eq!(options(&h), (false, false));
+    assert!(h.state().grid.hf_edit.is_some(), "the header stays in edit");
+    h.state_mut().run("edit.undo", json!({})).unwrap();
+    assert_eq!(options(&h), (false, true));
+}
+
 #[test]
 fn insert_header_and_footer_switches_to_page_layout_view() {
     let mut h = fixture();
diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..8cb3ce5ac 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -32,7 +32,7 @@ Sources: `crates/ui-egui/src` (ribbon, grid, editor, formula bar, dialogs, panes
 | Dark mode, system appearance | yes | yes | done (10-09); follows the system on first run, title-bar switch and File › Display theme (#194, #239) |
 | Backstage (File) view: Info, New with templates, Open recent, Export, Options | yes | yes (#174, 10-11): the File tab opens a full-window view (Esc or the back arrow return) with Home, New (blank + the three samples), Open (recent + Browse; the recent list tells when each workbook was last changed, 10-12), Info (location, properties, Protect Workbook), Save, Save As, Print (page preview, active sheet or workbook, fit to page, Page Setup), Export (PDF, CSV, web page), Close and Options (`file.options`: theme, language, formula bar, AutoSave, calculation) | no Account, Share or template gallery beyond the samples; Options applies at once (no OK/Cancel dialog) and holds only the settings GridCraft has |
 | Dark mode, system appearance | yes | yes | done (10-09) |
-| Page Layout view (paper view with rulers and header editing) | yes | yes (#329, 10-11): per-sheet view saved in XLSX, pages with margins and gaps on the print pagination, "Click to add data" pages, rulers (inches or centimetres), headers and footers drawn and edited in place with a Header & Footer tab | margins drag on the rulers (#792, with header and footer margins); header/footer pictures, Different First Page / Odd & Even missing (1–3 h) |
+| Page Layout view (paper view with rulers and header editing) | yes | yes (#329, 10-11): per-sheet view saved in XLSX, pages with margins and gaps on the print pagination, "Click to add data" pages, rulers (inches or centimetres), headers and footers drawn and edited in place with a Header & Footer tab, whose Scale with Document and Align with Page Margins set whether header and footer text follows the print scale and the side margins, on paper and in the view | margins drag on the rulers (#792, with header and footer margins); header/footer pictures, Different First Page / Odd & Even missing (1–3 h) |
 | Multiple windows per workbook | yes | no (#162) | see [hardware-parity.md](hardware-parity.md) |
 
 ## Grid interaction

From 71669dae6d49eae58f3ad7217b25882195007a67 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 14:07:58 -0700
Subject: [PATCH 21/34] Error Checking: its arrow opens a Circular References
 submenu listing a cell on each loop
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Formulas > Error Checking is now a split button. The button opens the
Error Checking dialog as before, and its arrow opens a menu with Error
Checking… and Circular References. Circular References lists a cell on
each circular reference as Sheet!A1, up to 100, and picking one selects
it on its own sheet and scrolls the grid to it. With no circular
reference the item is unavailable.

The calculation kept only the loops its latest run found, so typing in
any cell outside a loop emptied the list, and the status bar's Circular
References with it, while the loop was still there. A partial
recalculation now keeps the loops among the formulas it does not
evaluate. In automatic calculation a loop leaves the list once an edit
breaks it. In manual calculation only the edited formulas run, so a
listed cell stays until it is edited or the workbook is recalculated.
A full recalculation or iterative calculation builds the list again.
---
 crates/calc/src/recalc.rs                     |  14 +-
 crates/calc/src/tests.rs                      |  26 ++++
 crates/ui-egui/src/i18n/cs.rs                 |   1 +
 crates/ui-egui/src/i18n/de.rs                 |   1 +
 crates/ui-egui/src/i18n/el.rs                 |   1 +
 crates/ui-egui/src/i18n/es.rs                 |   1 +
 crates/ui-egui/src/i18n/fr.rs                 |   1 +
 crates/ui-egui/src/i18n/it.rs                 |   1 +
 crates/ui-egui/src/i18n/ja.rs                 |   1 +
 crates/ui-egui/src/i18n/ko.rs                 |   1 +
 crates/ui-egui/src/i18n/nl.rs                 |   1 +
 crates/ui-egui/src/i18n/pl.rs                 |   1 +
 crates/ui-egui/src/i18n/pt.rs                 |   1 +
 crates/ui-egui/src/i18n/ro.rs                 |   1 +
 crates/ui-egui/src/i18n/ru.rs                 |   1 +
 crates/ui-egui/src/i18n/sr.rs                 |   1 +
 crates/ui-egui/src/i18n/tr.rs                 |   1 +
 crates/ui-egui/src/i18n/uk.rs                 |   1 +
 crates/ui-egui/src/i18n/vi.rs                 |   1 +
 crates/ui-egui/src/i18n/zh.rs                 |   1 +
 crates/ui-egui/src/ribbon.rs                  |  42 +++++-
 crates/ui-egui/src/widgets.rs                 |  28 ++++
 .../ui-egui/tests/it/error_checking_menu.rs   | 129 ++++++++++++++++++
 crates/ui-egui/tests/it/main.rs               |   1 +
 docs/ui-parity.md                             |   1 +
 25 files changed, 254 insertions(+), 5 deletions(-)
 create mode 100644 crates/ui-egui/tests/it/error_checking_menu.rs

diff --git a/crates/calc/src/recalc.rs b/crates/calc/src/recalc.rs
index 66374bed2..4650c2073 100644
--- a/crates/calc/src/recalc.rs
+++ b/crates/calc/src/recalc.rs
@@ -1103,7 +1103,12 @@ impl Calc {
             }
             let tw = prof_now();
             self.last_recalc_cells += results.len();
-            self.circular = cycles;
+            // The loops this round finds replace the ones listed for the formulas it evaluated.
+            if !self.circular.is_empty() {
+                let evaluated: HashSet<Key> = dirty.iter().copied().collect();
+                self.circular.retain(|k| !evaluated.contains(k));
+            }
+            self.circular.extend(cycles);
             // Write back.
             let mut spill_changes: Vec<Key> = Vec::new();
             let mut freed: Vec<(usize, RangeRef)> = Vec::new();
@@ -1216,6 +1221,13 @@ impl Calc {
             }
             dirty = self.dirty_closure(wb, &spill_changes);
         }
+        // Loops among formulas the run did not evaluate stay listed while they are still formulas.
+        // Iterative calculation reports none.
+        if wb.calc.iterative {
+            self.circular.clear();
+        } else {
+            self.circular.retain(|k| self.graph.nodes.contains_key(k));
+        }
     }
 }
 
diff --git a/crates/calc/src/tests.rs b/crates/calc/src/tests.rs
index ef21c49e3..e554f0196 100644
--- a/crates/calc/src/tests.rs
+++ b/crates/calc/src/tests.rs
@@ -384,6 +384,32 @@ fn circular_references_without_iterative_calculation() {
     assert_eq!(t.get("A1"), Value::Error(CellError::Circ));
 }
 
+/// The list of circular references keeps the loops that a recalculation of other cells does not
+/// reach, and drops a loop once a constant is typed over one of its cells.
+#[test]
+fn circular_references_stay_listed_until_the_loop_is_removed() {
+    let mut t = T::new();
+    t.set("A1", "=A1+1");
+    t.set("B1", "=B2");
+    t.set("B2", "=B1");
+    assert!(t.calc.circular.contains(&(0, c("A1"))), "{:?}", t.calc.circular);
+    t.set("D4", "7");
+    t.set("D5", "=D4*2");
+    assert!(t.calc.circular.contains(&(0, c("A1"))), "{:?}", t.calc.circular);
+    assert!(t.calc.circular.iter().any(|k| *k == (0, c("B1")) || *k == (0, c("B2"))), "{:?}", t.calc.circular);
+    t.set("A1", "5");
+    assert!(!t.calc.circular.contains(&(0, c("A1"))), "{:?}", t.calc.circular);
+    assert!(t.calc.circular.iter().any(|k| *k == (0, c("B1")) || *k == (0, c("B2"))), "{:?}", t.calc.circular);
+    t.set("B2", "3");
+    assert!(t.calc.circular.is_empty(), "{:?}", t.calc.circular);
+    // In manual calculation only the edited formulas are evaluated; a constant typed over the listed cell removes it.
+    t.wb.calc.mode = gridcraft_model::CalcMode::Manual;
+    t.set("C1", "=C1+1");
+    assert_eq!(t.calc.circular, vec![(0, c("C1"))]);
+    t.set("C1", "1");
+    assert!(t.calc.circular.is_empty(), "{:?}", t.calc.circular);
+}
+
 #[test]
 fn date_text_coerces_in_the_workbook_date_system() {
     for (sys, serial) in [(gridcraft_core::DateSystem::D1900, 1462.0), (gridcraft_core::DateSystem::D1904, 0.0)] {
diff --git a/crates/ui-egui/src/i18n/cs.rs b/crates/ui-egui/src/i18n/cs.rs
index fc9181feb..2145164f9 100644
--- a/crates/ui-egui/src/i18n/cs.rs
+++ b/crates/ui-egui/src/i18n/cs.rs
@@ -142,6 +142,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Odebrat šipky",
         "Show Formulas" => "Zobrazit vzorce",
         "Error Checking" => "Kontrola chyb",
+        "Circular References" => "Cyklické odkazy",
         "Evaluate Formula" => "Vyhodnotit vzorec",
         "Watch Window" => "Okno sledování",
         "Calculation\nOptions" => "Možnosti\nvýpočtu",
diff --git a/crates/ui-egui/src/i18n/de.rs b/crates/ui-egui/src/i18n/de.rs
index 61c2292f4..c2da15e37 100644
--- a/crates/ui-egui/src/i18n/de.rs
+++ b/crates/ui-egui/src/i18n/de.rs
@@ -146,6 +146,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Pfeile entfernen",
         "Show Formulas" => "Formeln anzeigen",
         "Error Checking" => "Fehlerüberprüfung",
+        "Circular References" => "Zirkelbezüge",
         "Evaluate Formula" => "Formel auswerten",
         "Watch Window" => "Überwachungsfenster",
         "Calculation\nOptions" => "Berechnungs-\noptionen",
diff --git a/crates/ui-egui/src/i18n/el.rs b/crates/ui-egui/src/i18n/el.rs
index e54416a6f..92b0efa6f 100644
--- a/crates/ui-egui/src/i18n/el.rs
+++ b/crates/ui-egui/src/i18n/el.rs
@@ -141,6 +141,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Κατάργηση βελών",
         "Show Formulas" => "Εμφάνιση τύπων",
         "Error Checking" => "Έλεγχος σφαλμάτων",
+        "Circular References" => "Κυκλικές αναφορές",
         "Evaluate Formula" => "Αξιολόγηση τύπου",
         "Watch Window" => "Παράθυρο παρακολούθησης",
         "Calculation\nOptions" => "Επιλογές\nυπολογισμού",
diff --git a/crates/ui-egui/src/i18n/es.rs b/crates/ui-egui/src/i18n/es.rs
index 36898c098..4c8ad097f 100644
--- a/crates/ui-egui/src/i18n/es.rs
+++ b/crates/ui-egui/src/i18n/es.rs
@@ -145,6 +145,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Quitar flechas",
         "Show Formulas" => "Mostrar fórmulas",
         "Error Checking" => "Comprobación de errores",
+        "Circular References" => "Referencias circulares",
         "Evaluate Formula" => "Evaluar fórmula",
         "Watch Window" => "Ventana Inspección",
         "Calculation\nOptions" => "Opciones\nde cálculo",
diff --git a/crates/ui-egui/src/i18n/fr.rs b/crates/ui-egui/src/i18n/fr.rs
index 317647c2f..a11c8b42d 100644
--- a/crates/ui-egui/src/i18n/fr.rs
+++ b/crates/ui-egui/src/i18n/fr.rs
@@ -154,6 +154,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Supprimer les flèches",
         "Show Formulas" => "Afficher les formules",
         "Error Checking" => "Vérification des erreurs",
+        "Circular References" => "Références circulaires",
         "Evaluate Formula" => "Évaluation de formule",
         "Watch Window" => "Fenêtre Espion",
         "Calculation\nOptions" => "Options de\ncalcul",
diff --git a/crates/ui-egui/src/i18n/it.rs b/crates/ui-egui/src/i18n/it.rs
index 65f356669..f969e9d55 100644
--- a/crates/ui-egui/src/i18n/it.rs
+++ b/crates/ui-egui/src/i18n/it.rs
@@ -149,6 +149,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Rimuovi frecce",
         "Show Formulas" => "Mostra formule",
         "Error Checking" => "Controllo errori",
+        "Circular References" => "Riferimenti circolari",
         "Evaluate Formula" => "Valuta formula",
         "Watch Window" => "Finestra controlli",
         "Calculation\nOptions" => "Opzioni di\ncalcolo",
diff --git a/crates/ui-egui/src/i18n/ja.rs b/crates/ui-egui/src/i18n/ja.rs
index 2df4cfc11..fcc0dffbc 100644
--- a/crates/ui-egui/src/i18n/ja.rs
+++ b/crates/ui-egui/src/i18n/ja.rs
@@ -154,6 +154,7 @@ pub(super) const CORE: &[(&str, &str)] = &[
     ("Remove Arrows", "矢印の解除"),
     ("Show Formulas", "数式の表示"),
     ("Error Checking", "エラーチェック"),
+    ("Circular References", "循環参照"),
     ("Evaluate Formula", "数式の検証"),
     ("Watch Window", "ウォッチ ウィンドウ"),
     ("Calculation\nOptions", "計算方法の設定"),
diff --git a/crates/ui-egui/src/i18n/ko.rs b/crates/ui-egui/src/i18n/ko.rs
index d3c440cf3..143f3eb78 100644
--- a/crates/ui-egui/src/i18n/ko.rs
+++ b/crates/ui-egui/src/i18n/ko.rs
@@ -151,6 +151,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "화살표 제거",
         "Show Formulas" => "수식 표시",
         "Error Checking" => "오류 검사",
+        "Circular References" => "순환 참조",
         "Evaluate Formula" => "수식 계산",
         "Watch Window" => "감시 창",
         "Calculation\nOptions" => "계산\n옵션",
diff --git a/crates/ui-egui/src/i18n/nl.rs b/crates/ui-egui/src/i18n/nl.rs
index c1f952357..66a2b5fe6 100644
--- a/crates/ui-egui/src/i18n/nl.rs
+++ b/crates/ui-egui/src/i18n/nl.rs
@@ -150,6 +150,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Pijlen verwijderen",
         "Show Formulas" => "Formules weergeven",
         "Error Checking" => "Foutopsporing",
+        "Circular References" => "Kringverwijzingen",
         "Evaluate Formula" => "Formule evalueren",
         "Watch Window" => "Bewakingsvenster",
         "Calculation\nOptions" => "Berekenings-\nopties",
diff --git a/crates/ui-egui/src/i18n/pl.rs b/crates/ui-egui/src/i18n/pl.rs
index e3185d55a..f552de7fd 100644
--- a/crates/ui-egui/src/i18n/pl.rs
+++ b/crates/ui-egui/src/i18n/pl.rs
@@ -145,6 +145,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Usuń strzałki",
         "Show Formulas" => "Pokaż formuły",
         "Error Checking" => "Sprawdzanie błędów",
+        "Circular References" => "Odwołania cykliczne",
         "Evaluate Formula" => "Szacuj formułę",
         "Watch Window" => "Okno czujki",
         "Calculation\nOptions" => "Opcje\nobliczania",
diff --git a/crates/ui-egui/src/i18n/pt.rs b/crates/ui-egui/src/i18n/pt.rs
index 1b56ff504..3307f30bf 100644
--- a/crates/ui-egui/src/i18n/pt.rs
+++ b/crates/ui-egui/src/i18n/pt.rs
@@ -148,6 +148,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Remover Setas",
         "Show Formulas" => "Exibir Fórmulas",
         "Error Checking" => "Verificação de Erros",
+        "Circular References" => "Referências Circulares",
         "Evaluate Formula" => "Avaliar Fórmula",
         "Watch Window" => "Janela de Inspeção",
         "Calculation\nOptions" => "Opções de\nCálculo",
diff --git a/crates/ui-egui/src/i18n/ro.rs b/crates/ui-egui/src/i18n/ro.rs
index 9e0d92516..6fa0390ec 100644
--- a/crates/ui-egui/src/i18n/ro.rs
+++ b/crates/ui-egui/src/i18n/ro.rs
@@ -152,6 +152,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Eliminare săgeți",
         "Show Formulas" => "Afișare formule",
         "Error Checking" => "Verificare erori",
+        "Circular References" => "Referințe circulare",
         "Evaluate Formula" => "Evaluare formulă",
         "Watch Window" => "Fereastră de urmărire",
         "Calculation\nOptions" => "Opțiuni de\ncalcul",
diff --git a/crates/ui-egui/src/i18n/ru.rs b/crates/ui-egui/src/i18n/ru.rs
index ce675701e..b74f34c19 100644
--- a/crates/ui-egui/src/i18n/ru.rs
+++ b/crates/ui-egui/src/i18n/ru.rs
@@ -151,6 +151,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Убрать стрелки",
         "Show Formulas" => "Показать формулы",
         "Error Checking" => "Проверка ошибок",
+        "Circular References" => "Циклические ссылки",
         "Evaluate Formula" => "Вычислить формулу",
         "Watch Window" => "Окно контрольных значений",
         "Calculation\nOptions" => "Параметры\nвычислений",
diff --git a/crates/ui-egui/src/i18n/sr.rs b/crates/ui-egui/src/i18n/sr.rs
index c71ce53a8..221cb0305 100644
--- a/crates/ui-egui/src/i18n/sr.rs
+++ b/crates/ui-egui/src/i18n/sr.rs
@@ -146,6 +146,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Ukloni strelice",
         "Show Formulas" => "Prikaži formule",
         "Error Checking" => "Provera grešaka",
+        "Circular References" => "Kružne reference",
         "Evaluate Formula" => "Proceni formulu",
         "Watch Window" => "Prozor za praćenje",
         "Calculation\nOptions" => "Opcije\nizračunavanja",
diff --git a/crates/ui-egui/src/i18n/tr.rs b/crates/ui-egui/src/i18n/tr.rs
index ce2bc8e1e..46abcf1a3 100644
--- a/crates/ui-egui/src/i18n/tr.rs
+++ b/crates/ui-egui/src/i18n/tr.rs
@@ -144,6 +144,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Okları Kaldır",
         "Show Formulas" => "Formülleri Göster",
         "Error Checking" => "Hata Denetimi",
+        "Circular References" => "Döngüsel Başvurular",
         "Evaluate Formula" => "Formülü Değerlendir",
         "Watch Window" => "Gözcü Penceresi",
         "Calculation\nOptions" => "Hesaplama\nSeçenekleri",
diff --git a/crates/ui-egui/src/i18n/uk.rs b/crates/ui-egui/src/i18n/uk.rs
index 97659cc12..12933c630 100644
--- a/crates/ui-egui/src/i18n/uk.rs
+++ b/crates/ui-egui/src/i18n/uk.rs
@@ -147,6 +147,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Прибрати стрілки",
         "Show Formulas" => "Показати формули",
         "Error Checking" => "Перевірка помилок",
+        "Circular References" => "Циклічні посилання",
         "Evaluate Formula" => "Обчислити формулу",
         "Watch Window" => "Окно контрольних значень",
         "Calculation\nOptions" => "Параметри\nобчислень",
diff --git a/crates/ui-egui/src/i18n/vi.rs b/crates/ui-egui/src/i18n/vi.rs
index 94c32b3a5..ad4fa9013 100644
--- a/crates/ui-egui/src/i18n/vi.rs
+++ b/crates/ui-egui/src/i18n/vi.rs
@@ -153,6 +153,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "Bỏ mũi tên",
         "Show Formulas" => "Hiện công thức",
         "Error Checking" => "Kiểm tra lỗi",
+        "Circular References" => "Tham chiếu vòng",
         "Evaluate Formula" => "Đánh giá công thức",
         "Watch Window" => "Cửa sổ theo dõi",
         "Calculation\nOptions" => "Tùy chọn\ntính toán",
diff --git a/crates/ui-egui/src/i18n/zh.rs b/crates/ui-egui/src/i18n/zh.rs
index c9d3ecb7d..1dfda444e 100644
--- a/crates/ui-egui/src/i18n/zh.rs
+++ b/crates/ui-egui/src/i18n/zh.rs
@@ -151,6 +151,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Remove Arrows" => "删除箭头",
         "Show Formulas" => "显示公式",
         "Error Checking" => "错误检查",
+        "Circular References" => "循环引用",
         "Evaluate Formula" => "公式求值",
         "Watch Window" => "监视窗口",
         "Calculation\nOptions" => "计算\n选项",
diff --git a/crates/ui-egui/src/ribbon.rs b/crates/ui-egui/src/ribbon.rs
index ab9cc311d..85f5b81cf 100644
--- a/crates/ui-egui/src/ribbon.rs
+++ b/crates/ui-egui/src/ribbon.rs
@@ -8,7 +8,7 @@ use crate::SheetApp;
 use crate::icons::{self, Icon};
 use crate::keytips::keytip_table;
 use crate::theme::{self, Tokens};
-use crate::widgets::{big_button, color_palette, icon_button, small_button, split_button, toggle_button};
+use crate::widgets::{big_button, color_palette, icon_button, small_button, small_split_button, split_button, toggle_button};
 
 pub const TABS: &[&str] = &["Home", "Insert", "Draw", "Page Layout", "Formulas", "Data", "Review", "View", "Automate"];
 
@@ -382,6 +382,23 @@ fn act(app: &mut SheetApp, id: &str, params: serde_json::Value) {
     app.run_or_alert(id, params);
 }
 
+/// How many cells Formulas › Error Checking › Circular References lists.
+const CIRCULAR_MENU_LIMIT: usize = 100;
+
+/// The cell listed for each circular reference, for the Circular References submenu: each once, in the order
+/// the calculation found them, as (sheet index, cell, "Sheet!A1").
+fn circular_references(app: &SheetApp) -> Vec<(usize, String, String)> {
+    let Some(d) = app.session.active() else { return Vec::new() };
+    let mut seen = std::collections::HashSet::new();
+    d.calc
+        .circular
+        .iter()
+        .filter(|k| seen.insert(**k))
+        .filter_map(|(si, c)| d.wb.sheet(*si).map(|sh| (*si, c.a1(), format!("{}!{}", sh.name, c.a1()))))
+        .take(CIRCULAR_MENU_LIMIT)
+        .collect()
+}
+
 /// Keytips are painted, not focusable widgets: the grid retains keyboard focus.
 fn keytip(app: &SheetApp, ui: &Ui, sequence: &str, at: egui::Pos2) {
     let Some(rest) = app.keytips.prefix().and_then(|prefix| sequence.strip_prefix(prefix)).filter(|s| !s.is_empty()) else { return };
@@ -2009,11 +2026,28 @@ fn formulas(app: &mut SheetApp, ui: &mut Ui) {
         if __k.clicked() {
             act(app, "formulas.showFormulas", json!({}));
         }
-        let __k = small_button(ui, Icon::Validation, "Error Checking", "Error Checking", false);
-        control_keytip(app, ui, &__k, "dialog:errorChecking");
-        if __k.clicked() {
+        let (ec, ec_arrow) = small_split_button(ui, Icon::Validation, "Error Checking", "Error Checking");
+        control_keytip(app, ui, &ec, "dialog:errorChecking");
+        if ec.clicked() {
             app.open_dialog("errorChecking", json!({}));
         }
+        egui::Popup::menu(&ec_arrow).show(|ui| {
+            let lang = app.ui.language;
+            if ui.button(format!("{}…", lang.tr("Error Checking"))).clicked() {
+                app.open_dialog("errorChecking", json!({}));
+            }
+            let circular = circular_references(app);
+            ui.add_enabled_ui(!circular.is_empty(), |ui| {
+                ui.menu_button(lang.tr("Circular References"), |ui| {
+                    for (sheet, cell, label) in circular {
+                        if ui.button(label).clicked() {
+                            act(app, "selection.set", json!({"range": cell, "sheet": sheet}));
+                            app.grid.ensure_visible = true;
+                        }
+                    }
+                });
+            });
+        });
         let __k = small_button(ui, Icon::Calc, "Evaluate Formula", "Evaluate Formula", false);
         control_keytip(app, ui, &__k, "dialog:evaluateFormula");
         if __k.clicked() {
diff --git a/crates/ui-egui/src/widgets.rs b/crates/ui-egui/src/widgets.rs
index e5322c3ec..6a7b3bfb5 100644
--- a/crates/ui-egui/src/widgets.rs
+++ b/crates/ui-egui/src/widgets.rs
@@ -160,6 +160,34 @@ pub fn split_button(ui: &mut Ui, icon: Icon, accent: Option<Color32>, tip: &str)
     (m.on_hover_text(tip_text(ui, tip)).clicked(), a)
 }
 
+/// A small ribbon split button with a label (Error Checking): the icon and label run the default
+/// action, the arrow at the right opens a menu. Returns (main response, arrow response).
+pub fn small_split_button(ui: &mut Ui, icon: Icon, label: &str, tip: &str) -> (Response, Response) {
+    let t = Tokens::get(ui.ctx());
+    let font = theme::ui_font(12.5);
+    let label = tr(ui, label);
+    let tw = ui.painter().layout_no_wrap(label.to_string(), font.clone(), t.text).size().x + 6.0;
+    let (rect, _) = ui.allocate_exact_size(vec2(24.0 + tw + 14.0, 23.0), Sense::hover());
+    let main = Rect::from_min_size(rect.min, vec2(24.0 + tw, rect.height()));
+    let arrow = Rect::from_min_max(pos2(main.right(), rect.top()), rect.max);
+    let m = ui.interact(main, ui.id().with((tip, "main")), Sense::click());
+    let a = ui.interact(arrow, ui.id().with((tip, "arrow")), Sense::click());
+    if m.hovered() || a.hovered() {
+        ui.painter().rect_filled(rect, 4.0, t.hover);
+        for (part, r) in [(&m, main), (&a, arrow)] {
+            if part.is_pointer_button_down_on() {
+                ui.painter().rect_filled(r, 4.0, t.pressed);
+            }
+        }
+        ui.painter().line_segment([pos2(main.right(), rect.top() + 3.0), pos2(main.right(), rect.bottom() - 3.0)], Stroke::new(1.0, t.separator));
+    }
+    icons::paint(ui.painter(), Rect::from_center_size(pos2(rect.left() + 12.0, rect.center().y), vec2(16.0, 16.0)), icon, t.text);
+    ui.painter().text(pos2(rect.left() + 24.0, rect.center().y), Align2::LEFT_CENTER, label, font, t.text);
+    icons::paint(ui.painter(), Rect::from_center_size(pos2(arrow.center().x, rect.center().y + 1.0), vec2(10.0, 10.0)), Icon::Chevron, t.text_dim);
+    let tip = tip_text(ui, tip);
+    (m.on_hover_text(tip.clone()), a.on_hover_text(tip))
+}
+
 /// A one-line text field for a value stored in the workbook, which callers reload every frame. The text being typed is
 /// kept in egui memory until the field loses focus, then returned to commit (`None` when Escape cancels the edit).
 pub fn committed_text(ui: &mut Ui, id: egui::Id, current: &str, width: Option<f32>) -> Option<String> {
diff --git a/crates/ui-egui/tests/it/error_checking_menu.rs b/crates/ui-egui/tests/it/error_checking_menu.rs
new file mode 100644
index 000000000..0639020da
--- /dev/null
+++ b/crates/ui-egui/tests/it/error_checking_menu.rs
@@ -0,0 +1,129 @@
+//! Formulas › Error Checking is a split button, as in Excel: the button opens the Error Checking
+//! dialog, and its arrow opens a menu whose Circular References submenu lists a cell on each
+//! circular reference and selects the one picked, on its own sheet.
+
+use egui::{Event, Shape, pos2, vec2};
+use egui_kittest::kittest::{NodeT as _, Queryable as _};
+use gridcraft_engine::Session;
+use gridcraft_ui_egui::SheetApp;
+use serde_json::json;
+
+type Harness = egui_kittest::Harness<'static, SheetApp>;
+
+/// The submenu item, with the arrow egui puts after a submenu's label.
+const CIRCULAR: &str = "Circular References ⏵";
+
+fn harness(loops: bool) -> Harness {
+    let mut s = Session::new();
+    s.new_workbook();
+    s.execute("home.insertSheet", json!({"name": "Data"})).unwrap();
+    if loops {
+        s.execute("cell.set", json!({"cell": "B3", "input": "=B4"})).unwrap();
+        s.execute("cell.set", json!({"cell": "B4", "input": "=B3"})).unwrap();
+    }
+    s.execute("sheet.activate", json!({"sheet": 0})).unwrap();
+    if loops {
+        s.execute("cell.set", json!({"cell": "C2", "input": "=C2+1"})).unwrap();
+    }
+    s.execute("selection.set", json!({"range": "H20"})).unwrap();
+    let mut h = egui_kittest::Harness::builder().with_size(vec2(1400.0, 800.0)).build_ui_state(
+        |ui, app: &mut SheetApp| {
+            app.logic(ui.ctx());
+            app.ui(ui);
+        },
+        SheetApp::new(s, Default::default()),
+    );
+    h.run_steps(4);
+    h.state_mut().ui.ribbon_tab = "Formulas".into();
+    h.run_steps(4);
+    h
+}
+
+/// The painted "Error Checking" ribbon label: its left edge, right edge and vertical center.
+fn label(h: &Harness) -> (f32, f32, f32) {
+    h.output()
+        .shapes
+        .iter()
+        .find_map(|s| match &s.shape {
+            Shape::Text(t) if t.galley.job.text == "Error Checking" => {
+                Some((t.pos.x, t.pos.x + t.galley.size().x, t.pos.y + t.galley.size().y / 2.0))
+            }
+            _ => None,
+        })
+        .expect("the Formulas tab shows Error Checking")
+}
+
+fn click(h: &mut Harness, at: egui::Pos2) {
+    h.input_mut().events.push(Event::PointerMoved(at));
+    h.run_steps(2);
+    for pressed in [true, false] {
+        h.input_mut().events.push(Event::PointerButton { pos: at, button: egui::PointerButton::Primary, pressed, modifiers: egui::Modifiers::NONE });
+        h.run_steps(2);
+    }
+    h.run_steps(2);
+}
+
+fn open_menu(h: &mut Harness) {
+    let (_, right, y) = label(h);
+    // The arrow sits right of the label, past the 6 px gap after the text.
+    click(h, pos2(right + 13.0, y));
+}
+
+fn hover(h: &mut Harness, label: &str) {
+    let at = h.get_by_label(label).rect().center();
+    h.input_mut().events.push(Event::PointerMoved(at));
+    h.run_steps(6);
+}
+
+#[test]
+fn error_checking_button_opens_the_dialog_and_its_arrow_opens_the_menu() {
+    let mut h = harness(false);
+    let (left, _, y) = label(&h);
+    click(&mut h, pos2(left + 4.0, y));
+    assert_eq!(h.state().dialog.as_ref().map(|d| d.name.as_str()), Some("errorChecking"), "the button opens Error Checking");
+    h.state_mut().dialog = None;
+    h.run_steps(2);
+    open_menu(&mut h);
+    assert!(h.state().dialog.is_none(), "the arrow opens a menu, not the dialog");
+    h.get_by_label("Error Checking…").click();
+    h.run_steps(4);
+    assert_eq!(h.state().dialog.as_ref().map(|d| d.name.as_str()), Some("errorChecking"), "the menu's first item opens Error Checking");
+}
+
+#[test]
+fn circular_references_is_unavailable_without_a_circular_reference() {
+    let mut h = harness(false);
+    open_menu(&mut h);
+    assert!(h.get_by_label(CIRCULAR).accesskit_node().is_disabled());
+}
+
+#[test]
+fn circular_references_lists_the_loops_and_selects_the_cell_picked() {
+    let mut h = harness(true);
+    open_menu(&mut h);
+    assert!(!h.get_by_label(CIRCULAR).accesskit_node().is_disabled());
+    hover(&mut h, CIRCULAR);
+    assert!(h.query_by_label("Sheet1!C2").is_some(), "the loop on the active sheet is listed");
+    let other = ["Data!B3", "Data!B4"].into_iter().find(|l| h.query_by_label(l).is_some()).expect("the loop on Data is listed");
+    h.get_by_label(other).click();
+    h.run_steps(4);
+    let app = h.state();
+    let d = app.session.active().unwrap();
+    assert_eq!(d.wb.active_sheet, 1, "picking a cell on Data goes to Data");
+    assert_eq!(format!("Data!{}", d.selection.active.a1()), other);
+}
+
+#[test]
+fn circular_references_scrolls_to_the_cell_picked() {
+    let mut h = harness(false);
+    h.state_mut().run("cell.set", json!({"cell": "C500", "input": "=C500+1"})).unwrap();
+    h.state_mut().run("selection.set", json!({"range": "H20"})).unwrap();
+    h.run_steps(4);
+    assert_eq!(h.state().view().scroll.y, 0.0, "setup: the view is at the top of the sheet");
+    open_menu(&mut h);
+    hover(&mut h, CIRCULAR);
+    h.get_by_label("Sheet1!C500").click();
+    h.run_steps(4);
+    assert_eq!(h.state().session.active().unwrap().selection.active.a1(), "C500");
+    assert!(h.state().view().scroll.y > 0.0, "the grid scrolls to the cell picked");
+}
diff --git a/crates/ui-egui/tests/it/main.rs b/crates/ui-egui/tests/it/main.rs
index 3a9769c1c..1422e683e 100644
--- a/crates/ui-egui/tests/it/main.rs
+++ b/crates/ui-egui/tests/it/main.rs
@@ -24,6 +24,7 @@ mod dialog_confirm;
 mod dialog_focus;
 mod dialog_move;
 mod drag_cursor;
+mod error_checking_menu;
 mod file_menu;
 mod fill_handle_double_click;
 mod fill_handle_right_drag;
diff --git a/docs/ui-parity.md b/docs/ui-parity.md
index 5d5f1efee..b3bb9e0e5 100644
--- a/docs/ui-parity.md
+++ b/docs/ui-parity.md
@@ -24,6 +24,7 @@ Sources: `crates/ui-egui/src` (ribbon, grid, editor, formula bar, dialogs, panes
 | Formula bar with Name Box, expand, function hints | yes | yes | done |
 | Sheet tabs: rename, reorder, colour, hide, scroll | yes | yes | Ctrl-drag (Cmd or Option on macOS) drops a copy (#971); active tab revealed on navigation and resize (#681); manual wheel/trackpad browsing preserved; rename focus bug on macOS (#145) |
 | Formula bar with Name Box, expand, function hints | yes | yes | done; dynamic-array spill children show the source formula muted and read-only, using current spill ownership |
+| Formulas › Error Checking arrow: Circular References | yes | yes: the button opens Error Checking and its arrow opens a menu with Error Checking… and Circular References, which lists a cell on each circular reference as `Sheet!A1`, up to 100, and selects the one picked, on its own sheet (unavailable when there are none) | done; the Error Checking… item and the limit of 100 are GridCraft's own |
 | Sheet tabs: rename, reorder, colour, hide, scroll | yes | yes | active tab revealed on navigation and resize (#681); manual wheel/trackpad browsing preserved; rename focus bug on macOS (#145) |
 | Sheet tabs: rename, reorder, colour, hide, scroll | yes | yes | active tab revealed on navigation and resize (#681); New sheet (+) right after the last tab, the strip capped at 60% of the bar (#943); manual wheel/trackpad browsing preserved; next/previous skips Hidden and VeryHidden sheets and retains the current sheet and selection when no visible destination exists; rename focus bug on macOS (#145) |
 | Status bar: Sum/Count/Average and more, view buttons, zoom | yes | yes | customizable statistics partial |

From 1dd07b7f755040d0a6df22c3ac7680003848b636 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 14:51:06 -0700
Subject: [PATCH 22/34] Circular references: Error Checking and the status bar
 quote sheet names that need quotes

formulas.errorChecking listed each circular reference as Sheet!A1 with
the sheet name as it is, so a sheet named Bob's Q1 gave Bob's Q1!B2,
which a formula does not accept as a reference. The list now quotes the
name with quote_sheet, as references are written elsewhere in the
engine ('Bob''s Q1'!B2), and the status bar's Circular References
label uses the same form.
---
 crates/engine/src/cmd/formulas.rs      |  8 ++++++--
 crates/engine/src/tests.rs             | 17 +++++++++++++++++
 crates/ui-egui/src/tabs.rs             |  2 +-
 crates/ui-egui/tests/it/interaction.rs |  9 +++++++++
 4 files changed, 33 insertions(+), 3 deletions(-)

diff --git a/crates/engine/src/cmd/formulas.rs b/crates/engine/src/cmd/formulas.rs
index 7718279b2..15216492b 100644
--- a/crates/engine/src/cmd/formulas.rs
+++ b/crates/engine/src/cmd/formulas.rs
@@ -664,8 +664,12 @@ fn error_checking(s: &mut Session, _: &Json) -> Result<Json> {
             }
         }
     }
-    let circ: Vec<String> =
-        d.calc.circular.iter().map(|(si, c)| format!("{}!{}", d.wb.sheet(*si).map(|s| s.name.clone()).unwrap_or_default(), c.a1())).collect();
+    let circ: Vec<String> = d
+        .calc
+        .circular
+        .iter()
+        .map(|(si, c)| format!("{}!{}", d.wb.sheet(*si).map(|s| gridcraft_formula::quote_sheet(&s.name)).unwrap_or_default(), c.a1()))
+        .collect();
     Ok(json!({"errors": out, "circular": circ}))
 }
 
diff --git a/crates/engine/src/tests.rs b/crates/engine/src/tests.rs
index f4c47bb62..70552b21a 100644
--- a/crates/engine/src/tests.rs
+++ b/crates/engine/src/tests.rs
@@ -2784,6 +2784,23 @@ fn calculation_options_enable_iterative_calculation() {
     near(&s, "A1", 10.0);
 }
 
+#[test]
+fn error_checking_quotes_sheet_names_in_circular_references() {
+    let mut s = s();
+    s.execute("home.insertSheet", json!({"name": "Bob's Q1"})).unwrap();
+    s.execute("cell.set", json!({"cell": "B2", "input": "=B2+1"})).unwrap();
+    let r = s.execute("formulas.errorChecking", json!({})).unwrap();
+    assert_eq!(r["circular"], json!(["'Bob''s Q1'!B2"]));
+    // The reference reads back in a formula and in Go To.
+    let reference = r["circular"][0].as_str().unwrap().to_string();
+    s.execute("sheet.activate", json!({"sheet": 0})).unwrap();
+    s.execute("cell.set", json!({"cell": "A1", "input": format!("=ROW({reference})")})).unwrap();
+    assert_eq!(v(&s, "A1"), Value::Number(2.0));
+    s.execute("edit.goTo", json!({"reference": reference})).unwrap();
+    let d = s.doc().unwrap();
+    assert_eq!((d.wb.active_sheet, d.selection.active.a1()), (1, "B2".to_string()));
+}
+
 fn chart_data(s: &mut Session) {
     s.execute(
         "range.setValues",
diff --git a/crates/ui-egui/src/tabs.rs b/crates/ui-egui/src/tabs.rs
index bc6fcc1d8..10b0c3bc0 100644
--- a/crates/ui-egui/src/tabs.rs
+++ b/crates/ui-egui/src/tabs.rs
@@ -282,7 +282,7 @@ pub fn status_bar(app: &mut SheetApp, ui: &mut Ui) {
                     if !d.calc.circular.is_empty() {
                         ui.add_space(12.0);
                         let (si, c) = d.calc.circular[0];
-                        let name = d.wb.sheet(si).map(|s| s.name.clone()).unwrap_or_default();
+                        let name = d.wb.sheet(si).map(|s| gridcraft_engine::formula::quote_sheet(&s.name)).unwrap_or_default();
                         ui.label(egui::RichText::new(format!("Circular References: {name}!{}", c.a1())).font(theme::ui_font(12.5)).color(t.danger));
                     }
                     if app.session.clipboard.is_some() && app.editor.is_none() {
diff --git a/crates/ui-egui/tests/it/interaction.rs b/crates/ui-egui/tests/it/interaction.rs
index 10841c7bd..fbe7089e6 100644
--- a/crates/ui-egui/tests/it/interaction.rs
+++ b/crates/ui-egui/tests/it/interaction.rs
@@ -922,6 +922,15 @@ fn status_bar_shows_macro_badge() {
     h.run_steps(2);
 }
 
+#[test]
+fn status_bar_quotes_the_sheet_name_of_a_circular_reference() {
+    let mut s = blank();
+    s.execute("home.insertSheet", json!({"name": "Bob's Q1"})).unwrap();
+    s.execute("cell.set", json!({"cell": "B2", "input": "=B2+1"})).unwrap();
+    let h = harness(s);
+    assert!(h.query_by_label("Circular References: 'Bob''s Q1'!B2").is_some(), "the status bar names the cell as a reference");
+}
+
 #[test]
 fn alt_f8_opens_the_macros_dialog() {
     let mut h = harness(blank());

From a75224617b8a8caa6f449b8a477396e4112c6e00 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 15:43:52 -0700
Subject: [PATCH 23/34] Status bar: Circular References names a cell only when
 a loop is on the active sheet

The status bar named the first circular reference in the list, even
when it was on another sheet. It now names the first one on the active
sheet, and shows only Circular References when every loop is on other
sheets, as Excel's status bar does.
---
 crates/ui-egui/src/tabs.rs             | 11 +++++++---
 crates/ui-egui/tests/it/interaction.rs | 28 ++++++++++++++++++++++++++
 2 files changed, 36 insertions(+), 3 deletions(-)

diff --git a/crates/ui-egui/src/tabs.rs b/crates/ui-egui/src/tabs.rs
index 10b0c3bc0..d6d462b80 100644
--- a/crates/ui-egui/src/tabs.rs
+++ b/crates/ui-egui/src/tabs.rs
@@ -281,9 +281,14 @@ pub fn status_bar(app: &mut SheetApp, ui: &mut Ui) {
                     }
                     if !d.calc.circular.is_empty() {
                         ui.add_space(12.0);
-                        let (si, c) = d.calc.circular[0];
-                        let name = d.wb.sheet(si).map(|s| gridcraft_engine::formula::quote_sheet(&s.name)).unwrap_or_default();
-                        ui.label(egui::RichText::new(format!("Circular References: {name}!{}", c.a1())).font(theme::ui_font(12.5)).color(t.danger));
+                        let label = match d.calc.circular.iter().find(|(si, _)| *si == d.wb.active_sheet) {
+                            Some(&(si, c)) => {
+                                let name = d.wb.sheet(si).map(|s| gridcraft_engine::formula::quote_sheet(&s.name)).unwrap_or_default();
+                                format!("Circular References: {name}!{}", c.a1())
+                            }
+                            None => "Circular References".to_owned(),
+                        };
+                        ui.label(egui::RichText::new(label).font(theme::ui_font(12.5)).color(t.danger));
                     }
                     if app.session.clipboard.is_some() && app.editor.is_none() {
                         ui.add_space(12.0);
diff --git a/crates/ui-egui/tests/it/interaction.rs b/crates/ui-egui/tests/it/interaction.rs
index fbe7089e6..71779aa26 100644
--- a/crates/ui-egui/tests/it/interaction.rs
+++ b/crates/ui-egui/tests/it/interaction.rs
@@ -931,6 +931,34 @@ fn status_bar_quotes_the_sheet_name_of_a_circular_reference() {
     assert!(h.query_by_label("Circular References: 'Bob''s Q1'!B2").is_some(), "the status bar names the cell as a reference");
 }
 
+#[test]
+fn status_bar_names_no_cell_when_every_circular_reference_is_on_another_sheet() {
+    let mut s = blank();
+    s.execute("home.insertSheet", json!({"name": "Data"})).unwrap();
+    s.execute("cell.set", json!({"cell": "B2", "input": "=B2+1"})).unwrap();
+    s.execute("sheet.activate", json!({"sheet": "Sheet1"})).unwrap();
+    let mut h = harness(s);
+    assert!(h.query_by_label("Circular References").is_some(), "the status bar still reports circular references");
+    assert!(h.query_by_label("Circular References: Data!B2").is_none(), "no cell address from another sheet");
+    h.state_mut().session.execute("sheet.activate", json!({"sheet": "Data"})).unwrap();
+    h.run_steps(2);
+    assert!(h.query_by_label("Circular References: Data!B2").is_some(), "the active sheet's loop is named");
+}
+
+#[test]
+fn status_bar_names_a_circular_reference_on_the_active_sheet() {
+    let mut s = blank();
+    s.execute("cell.set", json!({"cell": "A1", "input": "=A1+1"})).unwrap();
+    s.execute("home.insertSheet", json!({"name": "Data"})).unwrap();
+    s.execute("cell.set", json!({"cell": "B2", "input": "=B2+1"})).unwrap();
+    s.execute("formulas.calculateNow", json!({})).unwrap();
+    let circular = s.active().unwrap().calc.circular.clone();
+    assert_eq!(circular, vec![(0, CellRef::new(0, 0)), (1, CellRef::new(1, 1))], "Sheet1's loop is listed first");
+    let h = harness(s);
+    assert!(h.query_by_label("Circular References: Data!B2").is_some(), "the status bar names the loop on the active sheet");
+    assert!(h.query_by_label("Circular References: Sheet1!A1").is_none(), "not the first loop listed");
+}
+
 #[test]
 fn alt_f8_opens_the_macros_dialog() {
     let mut h = harness(blank());

From a2e4b2b1da6d70844f0e2a0f53397b79beedc2a9 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 15:48:55 -0700
Subject: [PATCH 24/34] Error Checking: the Circular References submenu scrolls

The submenu lists up to 100 cells. When the list was taller than the
window, the cells below its bottom edge could not be reached. The list
now sits in a scroll area 400 points high.
---
 crates/ui-egui/src/ribbon.rs                  | 12 ++++----
 .../ui-egui/tests/it/error_checking_menu.rs   | 28 +++++++++++++++++++
 2 files changed, 35 insertions(+), 5 deletions(-)

diff --git a/crates/ui-egui/src/ribbon.rs b/crates/ui-egui/src/ribbon.rs
index 85f5b81cf..04c0e814e 100644
--- a/crates/ui-egui/src/ribbon.rs
+++ b/crates/ui-egui/src/ribbon.rs
@@ -2039,12 +2039,14 @@ fn formulas(app: &mut SheetApp, ui: &mut Ui) {
             let circular = circular_references(app);
             ui.add_enabled_ui(!circular.is_empty(), |ui| {
                 ui.menu_button(lang.tr("Circular References"), |ui| {
-                    for (sheet, cell, label) in circular {
-                        if ui.button(label).clicked() {
-                            act(app, "selection.set", json!({"range": cell, "sheet": sheet}));
-                            app.grid.ensure_visible = true;
+                    egui::ScrollArea::vertical().id_salt("circular_references").max_height(400.0).show(ui, |ui| {
+                        for (sheet, cell, label) in circular {
+                            if ui.button(label).clicked() {
+                                act(app, "selection.set", json!({"range": cell, "sheet": sheet}));
+                                app.grid.ensure_visible = true;
+                            }
                         }
-                    }
+                    });
                 });
             });
         });
diff --git a/crates/ui-egui/tests/it/error_checking_menu.rs b/crates/ui-egui/tests/it/error_checking_menu.rs
index 0639020da..10467e163 100644
--- a/crates/ui-egui/tests/it/error_checking_menu.rs
+++ b/crates/ui-egui/tests/it/error_checking_menu.rs
@@ -127,3 +127,31 @@ fn circular_references_scrolls_to_the_cell_picked() {
     assert_eq!(h.state().session.active().unwrap().selection.active.a1(), "C500");
     assert!(h.state().view().scroll.y > 0.0, "the grid scrolls to the cell picked");
 }
+
+#[test]
+fn circular_references_scrolls_a_list_taller_than_the_window() {
+    let mut h = harness(false);
+    for row in 1..=100 {
+        h.state_mut().run("cell.set", json!({"cell": format!("A{row}"), "input": format!("=A{row}+1")})).unwrap();
+    }
+    h.state_mut().run("selection.set", json!({"range": "H20"})).unwrap();
+    h.run_steps(4);
+    open_menu(&mut h);
+    hover(&mut h, CIRCULAR);
+    let window = h.ctx.content_rect();
+    assert!(h.get_by_label("Sheet1!A100").rect().bottom() > window.bottom(), "setup: the last cell starts below the window");
+    hover(&mut h, "Sheet1!A1");
+    for _ in 0..20 {
+        h.input_mut().events.push(Event::MouseWheel {
+            unit: egui::MouseWheelUnit::Line,
+            delta: vec2(0.0, -10.0),
+            phase: egui::TouchPhase::Move,
+            modifiers: egui::Modifiers::NONE,
+        });
+        h.run_steps(4);
+    }
+    let last = h.get_by_label("Sheet1!A100").rect();
+    assert!(last.bottom() <= window.bottom(), "the wheel brings the last cell into the window: {last:?} in {window:?}");
+    click(&mut h, last.center());
+    assert_eq!(h.state().session.active().unwrap().selection.active.a1(), "A100");
+}

From 0eb2f1f6f057985c26cacb569f425384b623f1c9 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 16:32:53 -0700
Subject: [PATCH 25/34] Charts: 100% Stacked Area draws each value as a share
 of its category's total

Insert > Line or Area and the All Charts list offer 100% Stacked Area,
and insert.chart and chart.set take it as type area with subtype
stacked100. Each series' area stacks on the ones before it as its
share of the category's total. When every series on the value axis is
100% stacked and no value is negative, the axis runs from 0% to 100%.
A blank cell counts as zero, and a category whose total is zero stays
on the baseline.

An XLSX area chart with percentStacked grouping now opens as 100%
stacked and is saved back as percentStacked. It used to open as a
stacked area and was saved as stacked.
---
 ROADMAP.md                                    |  1 +
 crates/chart/src/render.rs                    | 44 +++++++++++++------
 crates/chart/src/tests.rs                     | 44 ++++++++++++++++++-
 crates/engine/src/cmd/insert.rs               |  3 +-
 .../engine/tests/it/chart_area_stacked100.rs  | 35 +++++++++++++++
 crates/engine/tests/it/main.rs                |  1 +
 crates/model/src/features.rs                  |  1 +
 crates/ui-egui/src/dialogs.rs                 |  3 +-
 crates/ui-egui/src/i18n/el.rs                 |  1 +
 crates/ui-egui/src/i18n/it.rs                 |  1 +
 crates/ui-egui/src/i18n/ja.rs                 |  1 +
 crates/ui-egui/src/i18n/pl.rs                 |  1 +
 crates/ui-egui/src/i18n/pt.rs                 |  1 +
 crates/ui-egui/src/i18n/ro.rs                 |  1 +
 crates/ui-egui/src/i18n/uk.rs                 |  1 +
 crates/ui-egui/src/ribbon.rs                  |  1 +
 crates/ui-egui/tests/it/interaction.rs        | 27 ++++++++++++
 crates/xlsx/src/chart.rs                      | 16 +++----
 crates/xlsx/src/tests/roundtrip.rs            |  1 +
 docs/chart-parity.md                          |  7 +--
 20 files changed, 162 insertions(+), 29 deletions(-)
 create mode 100644 crates/engine/tests/it/chart_area_stacked100.rs

diff --git a/ROADMAP.md b/ROADMAP.md
index da06359b5..6aa2a087e 100644
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -135,6 +135,7 @@ Ranked; estimates in Opus 5.5 agent-hours. Detail and the full beta-gate list in
 
 | Date | What landed |
 |---|---|
+| 2026-10-24 | Charts: 100% Stacked Area (`insert.chart` `{type: "area", subtype: "stacked100"}`), drawn as each value's share of its category's total; XLSX `percentStacked` area charts open as 100% stacked instead of stacked |
 | 2026-10-23 | Accounting negatives in text: `$(1,234)`, `$ (5)` and `(5)%` read as negative numbers when typed, coerced by arithmetic or passed to VALUE, like Excel 365; `(-5)`, `((5))`, `$5%` and dates or times in parentheses stay text |
 | 2026-10-23 | Calc: `INDEX(A1:C3,2)` (one index on a reference of several rows and columns) is `#REF!` as in Excel, instead of the whole row; `INDEX(A1:C3,2,)` still gives the row |
 | 2026-10-22 | Formula hardening: digits too many for a finite number are text, so `"1 <400 digits>/<400 digits>"` no longer coerces to NaN; a NaN column index in VLOOKUP, HLOOKUP and the D-functions is `#VALUE!` instead of an index underflow; REGEXREPLACE stops building a result as soon as it can only be too long (a worst case went from 1 GB to 7 MB) (#2163, #2162) |
diff --git a/crates/chart/src/render.rs b/crates/chart/src/render.rs
index 0a6fdbe32..e97f576a1 100644
--- a/crates/chart/src/render.rs
+++ b/crates/chart/src/render.rs
@@ -868,6 +868,7 @@ enum Fam {
     LineStack,
     Area,
     AreaStack,
+    Area100,
 }
 
 fn family(k: ChartKind) -> Fam {
@@ -879,10 +880,16 @@ fn family(k: ChartKind) -> Fam {
         LineStacked => Fam::LineStack,
         Area => Fam::Area,
         AreaStacked => Fam::AreaStack,
+        AreaStacked100 => Fam::Area100,
         _ => Fam::Col,
     }
 }
 
+/// Families stacked to 100%: each category's values are shares of its total.
+fn is_100(f: Fam) -> bool {
+    matches!(f, Fam::Col100 | Fam::Area100)
+}
+
 fn is_col(f: Fam) -> bool {
     matches!(f, Fam::Col | Fam::ColStack | Fam::Col100)
 }
@@ -900,25 +907,38 @@ fn cartesian(ctx: &mut Ctx, chart: &Chart, data: &ChartData, area: Bx, horizonta
     let any_primary = data.series.iter().any(|s| !s.secondary);
     let sec: Vec<bool> = data.series.iter().map(|s| s.secondary && any_primary && !horizontal).collect();
 
-    // Totals for 100% stacking, per axis.
-    let mut totals = [vec![0.0f64; ncat], vec![0.0f64; ncat]];
+    // Totals for 100% stacking, per axis and family (100% columns and 100% areas stack apart).
+    let mut totals: Vec<((bool, Fam), Vec<f64>)> = Vec::new();
     for (i, s) in data.series.iter().enumerate() {
-        if fams.get(i) == Some(&Fam::Col100) {
-            let a = sec.get(i).copied().unwrap_or(false) as usize;
+        let fam = fams.get(i).copied().unwrap_or(Fam::Col);
+        if is_100(fam) {
+            let key = (sec.get(i).copied().unwrap_or(false), fam);
+            let p = match totals.iter().position(|(k, _)| *k == key) {
+                Some(p) => p,
+                None => {
+                    totals.push((key, vec![0.0; ncat]));
+                    totals.len() - 1
+                }
+            };
             for (j, v) in s.values.iter().take(ncat).enumerate() {
-                if let (Some(v), Some(t)) = (v, totals.get_mut(a).and_then(|t| t.get_mut(j))) {
+                if let (Some(v), Some(t)) = (v, totals.get_mut(p).and_then(|(_, t)| t.get_mut(j))) {
                     *t += v.abs();
                 }
             }
         }
     }
+    // A value's share of its category's total, for the 100% families.
+    let share = |key: (bool, Fam), j: usize, v: f64| {
+        let t = totals.iter().find(|(k, _)| *k == key).and_then(|(_, t)| t.get(j)).copied().unwrap_or(0.0);
+        if t > 0.0 { v / t } else { 0.0 }
+    };
     // Stack accumulators keyed by (axis, family): positive and negative running sums.
     let mut stacks: Vec<((bool, Fam), Vec<f64>, Vec<f64>)> = Vec::new();
     let mut spans: Vec<Vec<Option<(f64, f64)>>> = Vec::with_capacity(data.series.len());
     for (i, s) in data.series.iter().enumerate() {
         let fam = fams.get(i).copied().unwrap_or(Fam::Col);
         let a = sec.get(i).copied().unwrap_or(false);
-        let stacked = matches!(fam, Fam::ColStack | Fam::Col100 | Fam::LineStack | Fam::AreaStack);
+        let stacked = matches!(fam, Fam::ColStack | Fam::Col100 | Fam::LineStack | Fam::AreaStack | Fam::Area100);
         let key = (a, fam);
         let si = if stacked {
             match stacks.iter().position(|(k, _, _)| *k == key) {
@@ -936,12 +956,7 @@ fn cartesian(ctx: &mut Ctx, chart: &Chart, data: &ChartData, area: Bx, horizonta
             let v = s.values.get(j).copied().flatten();
             let span = match (si.and_then(|p| stacks.get_mut(p)), fam) {
                 (Some((_, pos, neg)), Fam::ColStack | Fam::Col100) => v.and_then(|v| {
-                    let v = if fam == Fam::Col100 {
-                        let t = totals.get(a as usize).and_then(|t| t.get(j)).copied().unwrap_or(0.0);
-                        if t > 0.0 { v / t } else { 0.0 }
-                    } else {
-                        v
-                    };
+                    let v = if fam == Fam::Col100 { share(key, j, v) } else { v };
                     let acc = if v >= 0.0 { pos.get_mut(j) } else { neg.get_mut(j) }?;
                     let base = *acc;
                     *acc += v;
@@ -949,6 +964,7 @@ fn cartesian(ctx: &mut Ctx, chart: &Chart, data: &ChartData, area: Bx, horizonta
                 }),
                 (Some((_, pos, _)), _) => {
                     let v = v.unwrap_or(0.0);
+                    let v = if fam == Fam::Area100 { share(key, j, v) } else { v };
                     pos.get_mut(j).map(|acc| {
                         let base = *acc;
                         *acc = clean(*acc + v);
@@ -970,7 +986,7 @@ fn cartesian(ctx: &mut Ctx, chart: &Chart, data: &ChartData, area: Bx, horizonta
             continue;
         }
         let force_zero = members.iter().any(|i| fams.get(*i).is_some_and(|f| !is_line(*f)));
-        let all100 = members.iter().all(|i| fams.get(*i) == Some(&Fam::Col100));
+        let all100 = members.iter().all(|i| fams.get(*i).is_some_and(|f| is_100(*f)));
         let range = value_range(members.iter().flat_map(|i| {
             let line = fams.get(*i).is_some_and(|f| is_line(*f));
             spans.get(*i).into_iter().flatten().flatten().flat_map(move |(b, t)| if line { vec![*t] } else { vec![*b, *t] })
@@ -1044,7 +1060,7 @@ fn cartesian(ctx: &mut Ctx, chart: &Chart, data: &ChartData, area: Bx, horizonta
         for (i, s) in data.series.iter().enumerate() {
             let fam = fams.get(i).copied().unwrap_or(Fam::Col);
             let want = match pass {
-                0 => matches!(fam, Fam::Area | Fam::AreaStack),
+                0 => matches!(fam, Fam::Area | Fam::AreaStack | Fam::Area100),
                 1 => is_col(fam),
                 _ => is_line(fam),
             };
diff --git a/crates/chart/src/tests.rs b/crates/chart/src/tests.rs
index cfe5d5a42..9bddbb270 100644
--- a/crates/chart/src/tests.rs
+++ b/crates/chart/src/tests.rs
@@ -5,7 +5,7 @@ use gridcraft_model::{Anchor, Chart, ChartKind, Color, LegendPos, Series, Sparkl
 
 use crate::*;
 
-const ALL_KINDS: [ChartKind; 25] = [
+const ALL_KINDS: [ChartKind; 26] = [
     ChartKind::ColumnClustered,
     ChartKind::ColumnStacked,
     ChartKind::ColumnStacked100,
@@ -19,6 +19,7 @@ const ALL_KINDS: [ChartKind; 25] = [
     ChartKind::Doughnut,
     ChartKind::Area,
     ChartKind::AreaStacked,
+    ChartKind::AreaStacked100,
     ChartKind::Scatter,
     ChartKind::ScatterLines,
     ChartKind::Bubble,
@@ -1073,7 +1074,7 @@ fn pie_points_follow_workbook_theme() {
 
 #[test]
 fn area_charts_draw_source_value_labels_only_when_enabled() {
-    for kind in [ChartKind::Area, ChartKind::AreaStacked] {
+    for kind in [ChartKind::Area, ChartKind::AreaStacked, ChartKind::AreaStacked100] {
         let d = sample(kind);
         let mut c = chart(kind);
         c.data_labels = false;
@@ -1097,6 +1098,45 @@ fn area_charts_draw_source_value_labels_only_when_enabled() {
     }
 }
 
+#[test]
+fn hundred_percent_stacked_areas_fill_each_category_to_its_total() {
+    let d = ChartData {
+        category_levels: vec![],
+        palette: vec![],
+        categories: ["Q1", "Q2", "Q3", "Q4"].iter().map(|s| s.to_string()).collect(),
+        series: vec![
+            series("North", &[10.0, 30.0, 0.0, 5.0], [20, 96, 130, 255], ChartKind::AreaStacked100),
+            series("South", &[30.0, 10.0, 0.0, 15.0], [25, 107, 36, 255], ChartKind::AreaStacked100),
+        ],
+    };
+    let mut c = chart(ChartKind::AreaStacked100);
+    c.data_labels = false;
+    let p = render(&c, &d, 640.0, 400.0, &ApproxMeasure);
+    let t = texts(&p);
+    assert!(t.contains(&"100%") && t.contains(&"0%"), "{t:?}");
+    assert!(!t.contains(&"40"), "{t:?}");
+    let polys: Vec<&Vec<[f32; 2]>> = p
+        .iter()
+        .filter_map(|p| match p {
+            Prim::Polygon { pts, .. } => Some(pts),
+            _ => None,
+        })
+        .collect();
+    let (Some(north), Some(south)) = (polys.first(), polys.get(1)) else { panic!("two areas expected: {polys:?}") };
+    // Each polygon is its top edge left to right, then its base right to left.
+    let top = |poly: &[[f32; 2]], j: usize| poly.get(j).map(|p| p[1]).unwrap_or(f32::NAN);
+    let base = |poly: &[[f32; 2]], j: usize| poly.get(poly.len() - 1 - j).map(|p| p[1]).unwrap_or(f32::NAN);
+    let (y0, y100) = (base(north, 0), top(south, 0));
+    assert!(y0 > y100, "{y0} {y100}");
+    let frac = |y: f32| (y0 - y) / (y0 - y100);
+    for (j, share) in [(0, 0.25), (1, 0.75), (3, 0.25)] {
+        assert!((frac(top(north, j)) - share).abs() < 1e-3, "Q{}: North reaches {}", j + 1, frac(top(north, j)));
+        assert!((frac(top(south, j)) - 1.0).abs() < 1e-3, "Q{}: South reaches {}", j + 1, frac(top(south, j)));
+    }
+    // A category whose total is zero stays on the baseline.
+    assert!(frac(top(south, 2)).abs() < 1e-3, "Q3: South reaches {}", frac(top(south, 2)));
+}
+
 #[test]
 fn two_level_categories_resolve_and_draw() {
     let years = ["2023", "", "", "2024", "", ""];
diff --git a/crates/engine/src/cmd/insert.rs b/crates/engine/src/cmd/insert.rs
index 2388d1f25..3c45031af 100644
--- a/crates/engine/src/cmd/insert.rs
+++ b/crates/engine/src/cmd/insert.rs
@@ -92,7 +92,7 @@ pub fn specs() -> Vec<CommandSpec> {
             "Chart Properties",
             ["Chart Design"],
             None,
-            "{chart?: id, type?, title?, legend?: none|bottom|top|left|right, dataLabels?, gridlines?, quartiles?: exclusive|inclusive, style?, xTitle?, yTitle?, at?, width?, height?, dx?, dy?}",
+            "{chart?: id, type?, subtype?, title?, legend?: none|bottom|top|left|right, dataLabels?, gridlines?, quartiles?: exclusive|inclusive, style?, xTitle?, yTitle?, at?, width?, height?, dx?, dy?}",
             has_doc,
             chart_set
         ),
@@ -582,6 +582,7 @@ pub fn chart_kind(t: &str, sub: &str) -> ChartKind {
         ("pie", _) => ChartKind::Pie,
         ("doughnut", _) => ChartKind::Doughnut,
         ("area", "stacked") => ChartKind::AreaStacked,
+        ("area", "stacked100") => ChartKind::AreaStacked100,
         ("area", _) => ChartKind::Area,
         ("scatter", "lines") => ChartKind::ScatterLines,
         ("scatter", _) => ChartKind::Scatter,
diff --git a/crates/engine/tests/it/chart_area_stacked100.rs b/crates/engine/tests/it/chart_area_stacked100.rs
new file mode 100644
index 000000000..2d0d0c21d
--- /dev/null
+++ b/crates/engine/tests/it/chart_area_stacked100.rs
@@ -0,0 +1,35 @@
+//! The 100% stacked area chart: `insert.chart` and `chart.set` take type `area` with subtype
+//! `stacked100`.
+
+use gridcraft_engine::Session;
+use gridcraft_model::ChartKind;
+use serde_json::json;
+
+fn session() -> Session {
+    let mut s = Session::new();
+    s.new_workbook();
+    s.execute("range.setValues", json!({"range": "A1", "values": [["Quarter", "North", "South"], ["Q1", "10", "30"], ["Q2", "30", "10"]]})).unwrap();
+    s
+}
+
+fn kinds(s: &Session) -> Vec<ChartKind> {
+    s.doc().unwrap().wb.sheet(0).unwrap().charts.iter().map(|c| c.kind).collect()
+}
+
+#[test]
+fn insert_chart_makes_a_hundred_percent_stacked_area() {
+    let mut s = session();
+    s.execute("insert.chart", json!({"range": "A1:C3", "type": "area", "subtype": "stacked100"})).unwrap();
+    assert_eq!(kinds(&s), [ChartKind::AreaStacked100]);
+}
+
+#[test]
+fn chart_set_changes_a_chart_to_a_hundred_percent_stacked_area_and_back() {
+    let mut s = session();
+    s.execute("insert.chart", json!({"range": "A1:C3", "type": "area", "subtype": "stacked"})).unwrap();
+    assert_eq!(kinds(&s), [ChartKind::AreaStacked]);
+    s.execute("chart.set", json!({"type": "area", "subtype": "stacked100"})).unwrap();
+    assert_eq!(kinds(&s), [ChartKind::AreaStacked100]);
+    s.execute("edit.undo", json!({})).unwrap();
+    assert_eq!(kinds(&s), [ChartKind::AreaStacked]);
+}
diff --git a/crates/engine/tests/it/main.rs b/crates/engine/tests/it/main.rs
index 385ec76ca..924a95d1b 100644
--- a/crates/engine/tests/it/main.rs
+++ b/crates/engine/tests/it/main.rs
@@ -2,6 +2,7 @@
 
 mod autofit_filter_buttons;
 mod cf_formula_validate;
+mod chart_area_stacked100;
 mod chart_workbook_names;
 mod command_sequence_fuzz;
 mod cross_sheet_cut;
diff --git a/crates/model/src/features.rs b/crates/model/src/features.rs
index aa250b9b0..c83b5d1e9 100644
--- a/crates/model/src/features.rs
+++ b/crates/model/src/features.rs
@@ -410,6 +410,7 @@ pub enum ChartKind {
     Doughnut,
     Area,
     AreaStacked,
+    AreaStacked100,
     Scatter,
     ScatterLines,
     Bubble,
diff --git a/crates/ui-egui/src/dialogs.rs b/crates/ui-egui/src/dialogs.rs
index e83db2fa1..76bcff5dc 100644
--- a/crates/ui-egui/src/dialogs.rs
+++ b/crates/ui-egui/src/dialogs.rs
@@ -2497,7 +2497,7 @@ fn name_manager(app: &mut SheetApp, ui: &mut egui::Ui, d: &mut Dialog, open: &mu
 }
 
 /// Every chart type the All Charts tab offers: `(type, subtype, label)` for `insert.chart`.
-const ALL_CHARTS: [(&str, &str, &str); 20] = [
+const ALL_CHARTS: [(&str, &str, &str); 21] = [
     ("column", "", "Clustered Column"),
     ("column", "stacked", "Stacked Column"),
     ("column", "stacked100", "100% Stacked Column"),
@@ -2511,6 +2511,7 @@ const ALL_CHARTS: [(&str, &str, &str); 20] = [
     ("doughnut", "", "Doughnut"),
     ("area", "", "Area"),
     ("area", "stacked", "Stacked Area"),
+    ("area", "stacked100", "100% Stacked Area"),
     ("scatter", "", "Scatter"),
     ("scatter", "lines", "Scatter with Lines"),
     ("radar", "", "Radar"),
diff --git a/crates/ui-egui/src/i18n/el.rs b/crates/ui-egui/src/i18n/el.rs
index e54416a6f..c8431cf36 100644
--- a/crates/ui-egui/src/i18n/el.rs
+++ b/crates/ui-egui/src/i18n/el.rs
@@ -877,6 +877,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Doughnut" => "Δακτύλιος",
         "Area" => "Περιοχή",
         "Stacked Area" => "Σωρευμένη περιοχή",
+        "100% Stacked Area" => "Σωρευμένη περιοχή 100%",
         "Scatter" => "Διασπορά",
         "Scatter with Lines" => "Διασπορά με γραμμές",
         "Radar" => "Ακτινωτό",
diff --git a/crates/ui-egui/src/i18n/it.rs b/crates/ui-egui/src/i18n/it.rs
index 65f356669..062b3c1a2 100644
--- a/crates/ui-egui/src/i18n/it.rs
+++ b/crates/ui-egui/src/i18n/it.rs
@@ -761,6 +761,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Doughnut" => "Anello",
         "Area" => "Area",
         "Stacked Area" => "Area in pila",
+        "100% Stacked Area" => "Area in pila 100%",
         "Scatter" => "Dispersione",
         "Scatter with Lines" => "Dispersione con linee",
         "Radar" => "Radar",
diff --git a/crates/ui-egui/src/i18n/ja.rs b/crates/ui-egui/src/i18n/ja.rs
index 2df4cfc11..254ce8d58 100644
--- a/crates/ui-egui/src/i18n/ja.rs
+++ b/crates/ui-egui/src/i18n/ja.rs
@@ -770,6 +770,7 @@ pub(super) const DIALOGS: &[(&str, &str)] = &[
     ("Doughnut", "ドーナツ"),
     ("Area", "面"),
     ("Stacked Area", "積み上げ面"),
+    ("100% Stacked Area", "100% 積み上げ面"),
     ("Scatter", "散布図"),
     ("Scatter with Lines", "直線付き散布図"),
     ("Radar", "レーダー"),
diff --git a/crates/ui-egui/src/i18n/pl.rs b/crates/ui-egui/src/i18n/pl.rs
index e3185d55a..e4792fb6a 100644
--- a/crates/ui-egui/src/i18n/pl.rs
+++ b/crates/ui-egui/src/i18n/pl.rs
@@ -755,6 +755,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Doughnut" => "Pierścieniowy",
         "Area" => "Warstwowy",
         "Stacked Area" => "Warstwowy skumulowany",
+        "100% Stacked Area" => "Warstwowy 100% skumulowany",
         "Scatter" => "Punktowy",
         "Scatter with Lines" => "Punktowy z liniami",
         "Radar" => "Radarowy",
diff --git a/crates/ui-egui/src/i18n/pt.rs b/crates/ui-egui/src/i18n/pt.rs
index 1b56ff504..a3fbe17bb 100644
--- a/crates/ui-egui/src/i18n/pt.rs
+++ b/crates/ui-egui/src/i18n/pt.rs
@@ -772,6 +772,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Doughnut" => "Rosca",
         "Area" => "Área",
         "Stacked Area" => "Área Empilhada",
+        "100% Stacked Area" => "Área 100% Empilhada",
         "Scatter" => "Dispersão",
         "Scatter with Lines" => "Dispersão com Linhas",
         "Radar" => "Radar",
diff --git a/crates/ui-egui/src/i18n/ro.rs b/crates/ui-egui/src/i18n/ro.rs
index 9e0d92516..b74f98fbf 100644
--- a/crates/ui-egui/src/i18n/ro.rs
+++ b/crates/ui-egui/src/i18n/ro.rs
@@ -761,6 +761,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Doughnut" => "Inel",
         "Area" => "Arie",
         "Stacked Area" => "Arie stivuită",
+        "100% Stacked Area" => "Arie 100% stivuită",
         "Scatter" => "Dispersie",
         "Scatter with Lines" => "Dispersie cu linii",
         "Radar" => "Radar",
diff --git a/crates/ui-egui/src/i18n/uk.rs b/crates/ui-egui/src/i18n/uk.rs
index 97659cc12..c03625a7a 100644
--- a/crates/ui-egui/src/i18n/uk.rs
+++ b/crates/ui-egui/src/i18n/uk.rs
@@ -758,6 +758,7 @@ pub(super) fn translate(text: &str) -> Option<&'static str> {
         "Doughnut" => "Doughnut",
         "Area" => "Area",
         "Stacked Area" => "Stacked Area",
+        "100% Stacked Area" => "100% Stacked Area",
         "Scatter" => "Scatter",
         "Scatter with Lines" => "Scatter with Lines",
         "Radar" => "Radar",
diff --git a/crates/ui-egui/src/ribbon.rs b/crates/ui-egui/src/ribbon.rs
index ab9cc311d..8468afef3 100644
--- a/crates/ui-egui/src/ribbon.rs
+++ b/crates/ui-egui/src/ribbon.rs
@@ -1611,6 +1611,7 @@ fn insert(app: &mut SheetApp, ui: &mut Ui) {
                         ("Stacked Line", "line", "stacked"),
                         ("Area", "area", ""),
                         ("Stacked Area", "area", "stacked"),
+                        ("100% Stacked Area", "area", "stacked100"),
                     ],
                 ),
                 (Icon::ChartPie, "Pie or Doughnut", "insert.chart.pie", vec![("Pie", "pie", ""), ("Doughnut", "doughnut", "")]),
diff --git a/crates/ui-egui/tests/it/interaction.rs b/crates/ui-egui/tests/it/interaction.rs
index 10841c7bd..b0ed0a126 100644
--- a/crates/ui-egui/tests/it/interaction.rs
+++ b/crates/ui-egui/tests/it/interaction.rs
@@ -558,6 +558,33 @@ fn recommended_charts_dialog_inserts_the_chosen_chart() {
     assert!(h.state().message.is_some());
 }
 
+#[test]
+fn all_charts_inserts_a_hundred_percent_stacked_area() {
+    let mut s = blank();
+    s.execute("range.setValues", json!({"range": "A1", "values": [["Quarter", "North", "South"], ["Q1", 10, 30], ["Q2", 30, 10]]})).unwrap();
+    s.execute("selection.set", json!({"range": "A1:C3"})).unwrap();
+    let mut h = harness(s);
+    h.state_mut().open_dialog("recommendedCharts", json!({"tab": "All Charts"}));
+    h.run_steps(4);
+    // The entry sits below the list's visible height: scroll the list with the wheel first.
+    let first = h.get_by_label("Pie").rect().center();
+    h.input_mut().events.push(Event::PointerMoved(first));
+    h.input_mut().events.push(Event::MouseWheel {
+        unit: egui::MouseWheelUnit::Line,
+        delta: egui::vec2(0.0, -10.0),
+        phase: egui::TouchPhase::Move,
+        modifiers: Modifiers::NONE,
+    });
+    h.run_steps(20);
+    h.get_by_label("100% Stacked Area").click();
+    h.run_steps(2);
+    key(&mut h, Key::Enter, Modifiers::NONE);
+    h.run_steps(2);
+    assert!(h.state().dialog.is_none());
+    let kinds: Vec<_> = h.state().session.active().unwrap().wb.active().unwrap().charts.iter().map(|c| c.kind).collect();
+    assert_eq!(kinds, [gridcraft_engine::model::ChartKind::AreaStacked100]);
+}
+
 #[test]
 fn recommended_charts_command_without_a_type_opens_the_dialog() {
     // #1399: the ribbon button and the NR keytip ran the command directly and inserted the first
diff --git a/crates/xlsx/src/chart.rs b/crates/xlsx/src/chart.rs
index a9c426d8a..37bcf91b0 100644
--- a/crates/xlsx/src/chart.rs
+++ b/crates/xlsx/src/chart.rs
@@ -40,7 +40,9 @@ fn group_kind(g: &El) -> Option<ChartKind> {
         "pieChart" | "pie3DChart" | "ofPieChart" => ChartKind::Pie,
         "doughnutChart" => ChartKind::Doughnut,
         "areaChart" | "area3DChart" => {
-            if stacked || pct {
+            if pct {
+                ChartKind::AreaStacked100
+            } else if stacked {
                 ChartKind::AreaStacked
             } else {
                 ChartKind::Area
@@ -284,7 +286,7 @@ enum G {
     Line { stacked: bool, markers: bool },
     Pie,
     Doughnut,
-    Area { stacked: bool },
+    Area { grouping: &'static str },
     Scatter { lines: bool },
     Bubble,
     Radar,
@@ -303,8 +305,9 @@ fn group_for(k: ChartKind) -> G {
         ChartKind::LineStacked => G::Line { stacked: true, markers: false },
         ChartKind::Pie => G::Pie,
         ChartKind::Doughnut => G::Doughnut,
-        ChartKind::Area => G::Area { stacked: false },
-        ChartKind::AreaStacked => G::Area { stacked: true },
+        ChartKind::Area => G::Area { grouping: "standard" },
+        ChartKind::AreaStacked => G::Area { grouping: "stacked" },
+        ChartKind::AreaStacked100 => G::Area { grouping: "percentStacked" },
         ChartKind::Scatter => G::Scatter { lines: false },
         ChartKind::ScatterLines => G::Scatter { lines: true },
         ChartKind::Bubble => G::Bubble,
@@ -671,10 +674,7 @@ fn group_xml(g: G, series: &[(usize, &Series)], ch: &Chart, axes: (u32, u32), wb
         G::Doughnut => {
             format!("<c:doughnutChart><c:varyColors val=\"1\"/>{sers}{dl}<c:firstSliceAng val=\"0\"/><c:holeSize val=\"50\"/></c:doughnutChart>")
         }
-        G::Area { stacked } => format!(
-            "<c:areaChart><c:grouping val=\"{}\"/><c:varyColors val=\"0\"/>{sers}{dl}{ax}</c:areaChart>",
-            if stacked { "stacked" } else { "standard" }
-        ),
+        G::Area { grouping } => format!("<c:areaChart><c:grouping val=\"{grouping}\"/><c:varyColors val=\"0\"/>{sers}{dl}{ax}</c:areaChart>"),
         G::Scatter { .. } => format!("<c:scatterChart><c:scatterStyle val=\"lineMarker\"/><c:varyColors val=\"0\"/>{sers}{dl}{ax}</c:scatterChart>"),
         G::Bubble => {
             format!("<c:bubbleChart><c:varyColors val=\"0\"/>{sers}{dl}<c:bubbleScale val=\"100\"/><c:showNegBubbles val=\"0\"/>{ax}</c:bubbleChart>")
diff --git a/crates/xlsx/src/tests/roundtrip.rs b/crates/xlsx/src/tests/roundtrip.rs
index 5b79438db..a68ed44e8 100644
--- a/crates/xlsx/src/tests/roundtrip.rs
+++ b/crates/xlsx/src/tests/roundtrip.rs
@@ -429,6 +429,7 @@ fn sample() -> Workbook {
         ChartKind::Doughnut,
         ChartKind::Area,
         ChartKind::AreaStacked,
+        ChartKind::AreaStacked100,
         ChartKind::Scatter,
         ChartKind::ScatterLines,
         ChartKind::Bubble,
diff --git a/docs/chart-parity.md b/docs/chart-parity.md
index ce9f69290..f18283f45 100644
--- a/docs/chart-parity.md
+++ b/docs/chart-parity.md
@@ -1,6 +1,6 @@
 # Chart parity
 
-> **Last reviewed:** 2026-10-18 · **Last updated:** 2026-10-18 · **Change:** trivial (stale chart notes: stock/combo, treemap/sunburst, box and waterfall kinds survive XLSX round-trip; PRs #158 and #161 merged) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
+> **Last reviewed:** 2026-10-18 · **Last updated:** 2026-10-24 · **Change:** minor (100% stacked area charts) · **Target:** Microsoft Excel (Microsoft 365), Excel for Mac 16.113.4
 
 Excel's chart types and chart elements against GridCraft. Part of
 [target-app-parity.md](target-app-parity.md). **Breadth ~50%, ready ~30%, 40–60 h** (estimated).
@@ -17,7 +17,7 @@ Sources: `crates/model/src/features.rs` (`ChartKind`, `Chart`, `Series`), `crate
 | Bar | clustered, stacked, 100%, 3-D ×3 | 3 of 6 | no 3-D |
 | Line | line, stacked, 100% stacked, with markers ×3, 3-D line | 3 of 7 (line, with markers, stacked) | no 100% stacked; smoothed lines landed (#62) |
 | Pie | pie, 3-D pie, pie of pie, bar of pie, doughnut | 2 of 5 (pie, doughnut) | no exploded, pie of pie, bar of pie |
-| Area | area, stacked, 100%, 3-D ×3 | 2 of 6 | no 100%, no 3-D |
+| Area | area, stacked, 100%, 3-D ×3 | 3 of 6 | no 3-D; 100% stacked drawn as shares of each category's total and kept as `percentStacked` in XLSX |
 | X Y (scatter) | markers, smooth lines (±markers), straight lines (±markers) | 2 of 5 | no smooth lines |
 | Bubble | bubble, 3-D bubble | 1 of 2 | |
 | Stock | high-low-close, open-high-low-close, volume-HLC, volume-OHLC | 1 kind | |
@@ -31,7 +31,7 @@ Sources: `crates/model/src/features.rs` (`ChartKind`, `Chart`, `Series`), `crate
 | Waterfall, Funnel | 2 | 2 of 2 | |
 | Filled map | 1 | 0 | needs geographic boundary data (licensing decision) |
 | Combo | custom combinations, secondary axis | yes (line on secondary axis) | |
-| **Total** | ~60 subtypes | **25 (~42%)** | usage-weighted breadth higher (~65%): column, bar, line, pie and scatter dominate |
+| **Total** | ~60 subtypes | **26 (~43%)** | usage-weighted breadth higher (~65%): column, bar, line, pie and scatter dominate |
 
 ## Chart elements and formatting
 
@@ -90,6 +90,7 @@ are (#1686). Such series get no `numCache`/`strCache` on save (#1690).
 
 | Date | Change | Summary |
 |---|---|---|
+| 2026-10-24 | minor | 100% Stacked Area: inserted from the ribbon and All Charts, drawn as shares of each category's total, read and written as `percentStacked` |
 | 2026-10-18 | trivial | Stale notes: stock/combo, treemap/sunburst, box and waterfall kinds survive XLSX round-trip (PRs #158, #161) |
 | 2026-10-16 | trivial | Series that refer to defined names (`[0]!Name`, `Sheet!Name`) resolve instead of showing `#NAME?`, and are saved qualified, as Excel needs (#1686) |
 | 2026-10-16 | minor | Box & whisker quartiles default to exclusive, honor each series on draw and XLSX round-trip; `chart.set {quartiles}` changes the method (#1453) |

From c44971fcd5bbe3bde6c2d4f26841c95cfd82a5b2 Mon Sep 17 00:00:00 2001
From: dotCooCoo <RobertLeeLW@gmail.com>
Date: Sat, 24 Oct 2026 17:45:22 -0700
Subject: [PATCH 26/34] =?UTF-8?q?Ribbon:=20Insert=20=E2=80=BA=20Column=20o?=
 =?UTF-8?q?r=20Bar=20offers=20100%=20Stacked=20Bar?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

The Column or Bar menu on the Insert tab listed every column and bar
type of the All Charts list except 100% Stacked Bar. It now lists it
after Stacked Bar, and choosing it runs insert.chart with type bar and
subtype stacked100.
---
 crates/ui-egui/src/ribbon.rs           |  1 +
 crates/ui-egui/tests/it/interaction.rs | 24 ++++++++++++++++++++++++
 2 files changed, 25 insertions(+)

diff --git a/crates/ui-egui/src/ribbon.rs b/crates/ui-egui/src/ribbon.rs
index ab9cc311d..9c4aab45e 100644
--- a/crates/ui-egui/src/ribbon.rs
+++ b/crates/ui-egui/src/ribbon.rs
@@ -1599,6 +1599,7 @@ fn insert(app: &mut SheetApp, ui: &mut Ui) {
                         ("100% Stacked Column", "column", "stacked100"),
                         ("Clustered Bar", "bar", ""),
                         ("Stacked Bar", "bar", "stacked"),
+                        ("100% Stacked Bar", "bar", "stacked100"),
                     ],
                 ),
                 (
diff --git a/crates/ui-egui/tests/it/interaction.rs b/crates/ui-egui/tests/it/interaction.rs
index 10841c7bd..191276ad5 100644
--- a/crates/ui-egui/tests/it/interaction.rs
+++ b/crates/ui-egui/tests/it/interaction.rs
@@ -387,6 +387,30 @@ fn inserted_chart_is_selected_so_delete_removes_it() {
     assert_eq!(value(&h, "A1"), Value::Number(1.0));
 }
 
+#[test]
+fn insert_column_or_bar_menu_inserts_a_hundred_percent_stacked_bar() {
+    // Insert › Column or Bar (keytip N, C1) lists the column and bar types of the All Charts list.
+    let mut s = blank();
+    s.execute("range.setValues", json!({"range": "A1", "values": [["Quarter", "North", "South"], ["Q1", 10, 30], ["Q2", 30, 10]]})).unwrap();
+    s.execute("selection.set", json!({"range": "A1:C3"})).unwrap();
+    let mut h = harness(s);
+    key(&mut h, Key::F10, Modifiers::NONE);
+    for (k, t) in [(Key::N, "n"), (Key::C, "c"), (Key::Num1, "1")] {
+        h.input_mut().events.push(Event::Key { key: k, physical_key: None, pressed: true, repeat: false, modifiers: Modifiers::NONE });
+        h.input_mut().events.push(Event::Text(t.into()));
+        h.input_mut().events.push(Event::Key { key: k, physical_key: None, pressed: false, repeat: false, modifiers: Modifiers::NONE });
+        h.run_steps(2);
+    }
+    h.run_steps(2);
+    for label in ["Clustered Column", "Stacked Column", "100% Stacked Column", "Clustered Bar", "Stacked Bar", "100% Stacked Bar"] {
+        assert!(h.query_by_role_and_label(egui::accesskit::Role::Button, label).is_some(), "the menu lists {label}");
+    }
+    h.get_by_role_and_label(egui::accesskit::Role::Button, "100% Stacked Bar").click();
+    h.run_steps(2);
+    let kinds: Vec<_> = h.state().session.active().unwrap().wb.active().unwrap().charts.iter().map(|c| c.kind).collect();
+    assert_eq!(kinds, [gridcraft_engine::model::ChartKind::BarStacked100]);
+}
+
 #[test]
 fn renders_every_ribbon_tab_without_panicking() {
     let mut s = Session::new();

From 50c7ee3971deafc80ef10a4235cf6aaf8c870670 Mon Sep 17 00:00:00 2001
From: aiongg <aiongtaigi@gmail.com>
Date: Sun, 25 Oct 2026 03:50:42 +0000
Subject: [PATCH 27/34] Batch: undo, redo and rollbacks list the circular
 references of the restored cells (#2501)

---
 crates/calc/src/recalc.rs  | 97 ++++++++++++++++++++++++++++++++++++++
 crates/engine/src/tests.rs | 19 ++++++++
 2 files changed, 116 insertions(+)

diff --git a/crates/calc/src/recalc.rs b/crates/calc/src/recalc.rs
index a2547271e..4cbbcc8b4 100644
--- a/crates/calc/src/recalc.rs
+++ b/crates/calc/src/recalc.rs
@@ -942,6 +942,7 @@ impl Calc {
     /// Rebuilds the graph from scratch.
     pub fn rebuild(&mut self, wb: &Workbook) {
         self.graph = Graph::default();
+        let mut circ = Vec::new();
         for (si, sheet) in wb.sheets.iter().enumerate() {
             for (c, cell) in sheet.cells.iter() {
                 if let Some(f) = &cell.formula
@@ -949,10 +950,106 @@ impl Calc {
                 {
                     let (areas, dynamic) = precedents(wb, si, &e);
                     self.graph.insert((si, c), Node { areas, dynamic });
+                    if cell.value == Value::Error(CellError::Circ) {
+                        circ.push((si, c));
+                    }
                 }
             }
         }
         self.graph.settle();
+        self.circular = if wb.calc.iterative { Vec::new() } else { self.loops_among(&circ) };
+    }
+
+    /// The circular references of a rebuilt workbook (after undo, redo or a rollback, which put
+    /// back cells without calculating them), from the formulas whose cached value is `#CIRC!`:
+    /// the listed cells still on a loop, and one cell of each loop none of them is on.
+    fn loops_among(&self, circ: &[Key]) -> Vec<Key> {
+        if circ.is_empty() {
+            return Vec::new();
+        }
+        let index: HashMap<Key, usize> = circ.iter().enumerate().map(|(i, k)| (*k, i)).collect();
+        // Edges from a cell to the `#CIRC!` formulas that read it; loops are the same either way.
+        let mut deps = Vec::new();
+        let edges: Vec<Vec<usize>> = circ
+            .iter()
+            .map(|k| {
+                deps.clear();
+                self.graph.dependents(k.0, k.1, &mut deps);
+                let mut e: Vec<usize> = deps.iter().filter_map(|d| index.get(d).copied()).collect();
+                e.sort_unstable();
+                e.dedup();
+                e
+            })
+            .collect();
+        // Tarjan's strongly connected components, iterative.
+        let n = circ.len();
+        let (mut low, mut num) = (vec![0usize; n], vec![usize::MAX; n]);
+        let (mut on_stack, mut stack, mut comp) = (vec![false; n], Vec::new(), vec![usize::MAX; n]);
+        let (mut next, mut comps) = (0usize, 0usize);
+        for root in 0..n {
+            if num[root] != usize::MAX {
+                continue;
+            }
+            let mut call: Vec<(usize, usize)> = vec![(root, 0)];
+            num[root] = next;
+            low[root] = next;
+            next += 1;
+            stack.push(root);
+            on_stack[root] = true;
+            while let Some(top) = call.last_mut() {
+                let v = top.0;
+                if let Some(&w) = edges.get(v).and_then(|e| e.get(top.1)) {
+                    top.1 += 1;
+                    if num[w] == usize::MAX {
+                        num[w] = next;
+                        low[w] = next;
+                        next += 1;
+                        stack.push(w);
+                        on_stack[w] = true;
+                        call.push((w, 0));
+                    } else if on_stack[w] {
+                        low[v] = low[v].min(num[w]);
+                    }
+                    continue;
+                }
+                call.pop();
+                if let Some(&(u, _)) = call.last() {
+                    low[u] = low[u].min(low[v]);
+                }
+                if low[v] == num[v] {
+                    while let Some(w) = stack.pop() {
+                        on_stack[w] = false;
+                        comp[w] = comps;
+                        if w == v {
+                            break;
+                        }
+                    }
+                    comps += 1;
+                }
+            }
+        }
+        let mut size = vec![0usize; comps];
+        for &c in &comp {
+            if let Some(s) = size.get_mut(c) {
+                *s += 1;
+            }
+        }
+        let on_loop = |i: usize| comp.get(i).and_then(|c| size.get(*c)).is_some_and(|s| *s > 1) || edges.get(i).is_some_and(|e| e.contains(&i));
+        // A formula with dynamic references (INDIRECT, OFFSET) may close a loop the graph can't see.
+        let mut out: Vec<Key> =
+            self.circular.iter().copied().filter(|k| index.get(k).is_some_and(|&i| on_loop(i) || self.graph.dynamic.contains(k))).collect();
+        let mut covered: HashSet<usize> = out.iter().filter_map(|k| index.get(k)).filter_map(|&i| comp.get(i).copied()).collect();
+        let mut order: Vec<usize> = (0..n).collect();
+        order.sort_by_key(|&i| circ.get(i).map(|(s, c)| (*s, c.row, c.col)));
+        for i in order {
+            if let (Some(&c), Some(&k)) = (comp.get(i), circ.get(i))
+                && on_loop(i)
+                && covered.insert(c)
+            {
+                out.push(k);
+            }
+        }
+        out
     }
 
     /// Recalculates every formula (F9 / Ctrl+Alt+F9, and after loading).
diff --git a/crates/engine/src/tests.rs b/crates/engine/src/tests.rs
index f4a2e3236..3c9e6f65e 100644
--- a/crates/engine/src/tests.rs
+++ b/crates/engine/src/tests.rs
@@ -2881,6 +2881,25 @@ fn error_checking_quotes_sheet_names_in_circular_references() {
     assert_eq!((d.wb.active_sheet, d.selection.active.a1()), (1, "B2".to_string()));
 }
 
+/// Undo and redo put cells back without calculating them; the circular references listed are
+/// those of the restored cells.
+#[test]
+fn undo_and_redo_list_the_circular_references_of_the_restored_cells() {
+    let mut s = s();
+    let listed = |s: &Session| s.doc().unwrap().calc.circular.iter().map(|(si, c)| (*si, c.a1())).collect::<Vec<_>>();
+    s.execute("cell.set", json!({"cell": "A5", "input": "=A5+1"})).unwrap();
+    assert_eq!(listed(&s), vec![(0, "A5".to_string())]);
+    s.execute("home.insertRows", json!({"rows": "2"})).unwrap();
+    assert_eq!(listed(&s), vec![(0, "A6".to_string())]);
+    s.execute("edit.undo", json!({})).unwrap();
+    assert_eq!(listed(&s), vec![(0, "A5".to_string())]);
+    s.execute("edit.redo", json!({})).unwrap();
+    assert_eq!(listed(&s), vec![(0, "A6".to_string())]);
+    // Undoing the loop itself lists none.
+    s.execute("edit.undo", json!({"steps": 2})).unwrap();
+    assert!(listed(&s).is_empty());
+}
+
 fn chart_data(s: &mut Session) {
     s.execute(
         "range.setValues",

From ffa08d3a3126ec74dfffb8df03538d2938cc4dcb Mon Sep 17 00:00:00 2001
From: aiongg <aiongtaigi@gmail.com>
Date: Sun, 25 Oct 2026 03:52:28 +0000
Subject: [PATCH 28/34] Batch: Circular References submenu quotes sheet names
 that need quotes (#2501)

---
 crates/ui-egui/src/ribbon.rs                   | 2 +-
 crates/ui-egui/tests/it/error_checking_menu.rs | 9 +++++----
 2 files changed, 6 insertions(+), 5 deletions(-)

diff --git a/crates/ui-egui/src/ribbon.rs b/crates/ui-egui/src/ribbon.rs
index 8bbaa1f48..9298fd10e 100644
--- a/crates/ui-egui/src/ribbon.rs
+++ b/crates/ui-egui/src/ribbon.rs
@@ -480,7 +480,7 @@ fn circular_references(app: &SheetApp) -> Vec<(usize, String, String)> {
         .circular
         .iter()
         .filter(|k| seen.insert(**k))
-        .filter_map(|(si, c)| d.wb.sheet(*si).map(|sh| (*si, c.a1(), format!("{}!{}", sh.name, c.a1()))))
+        .filter_map(|(si, c)| d.wb.sheet(*si).map(|sh| (*si, c.a1(), format!("{}!{}", gridcraft_engine::formula::quote_sheet(&sh.name), c.a1()))))
         .take(CIRCULAR_MENU_LIMIT)
         .collect()
 }
diff --git a/crates/ui-egui/tests/it/error_checking_menu.rs b/crates/ui-egui/tests/it/error_checking_menu.rs
index 10467e163..e0e1e8e41 100644
--- a/crates/ui-egui/tests/it/error_checking_menu.rs
+++ b/crates/ui-egui/tests/it/error_checking_menu.rs
@@ -16,7 +16,7 @@ const CIRCULAR: &str = "Circular References ⏵";
 fn harness(loops: bool) -> Harness {
     let mut s = Session::new();
     s.new_workbook();
-    s.execute("home.insertSheet", json!({"name": "Data"})).unwrap();
+    s.execute("home.insertSheet", json!({"name": "Q1 Data"})).unwrap();
     if loops {
         s.execute("cell.set", json!({"cell": "B3", "input": "=B4"})).unwrap();
         s.execute("cell.set", json!({"cell": "B4", "input": "=B3"})).unwrap();
@@ -104,13 +104,14 @@ fn circular_references_lists_the_loops_and_selects_the_cell_picked() {
     assert!(!h.get_by_label(CIRCULAR).accesskit_node().is_disabled());
     hover(&mut h, CIRCULAR);
     assert!(h.query_by_label("Sheet1!C2").is_some(), "the loop on the active sheet is listed");
-    let other = ["Data!B3", "Data!B4"].into_iter().find(|l| h.query_by_label(l).is_some()).expect("the loop on Data is listed");
+    // A sheet name with a space is quoted, as in a formula.
+    let other = ["'Q1 Data'!B3", "'Q1 Data'!B4"].into_iter().find(|l| h.query_by_label(l).is_some()).expect("the loop on Q1 Data is listed");
     h.get_by_label(other).click();
     h.run_steps(4);
     let app = h.state();
     let d = app.session.active().unwrap();
-    assert_eq!(d.wb.active_sheet, 1, "picking a cell on Data goes to Data");
-    assert_eq!(format!("Data!{}", d.selection.active.a1()), other);
+    assert_eq!(d.wb.active_sheet, 1, "picking a cell on Q1 Data goes to Q1 Data");
+    assert_eq!(format!("'Q1 Data'!{}", d.selection.active.a1()), other);
 }
 
 #[test]

From 77b37df6550baab6c5a7e176fe750b824aa8e80d Mon Sep 17 00:00:00 2001
From: aiongg <aiongtaigi@gmail.com>
Date: Sun, 25 Oct 2026 03:53:01 +0000
Subject: [PATCH 29/34] Batch: the status bar names a circular reference by its
 address alone (#2510)

---
 crates/ui-egui/src/tabs.rs             |  6 ++----
 crates/ui-egui/tests/it/interaction.rs | 12 ++++++------
 2 files changed, 8 insertions(+), 10 deletions(-)

diff --git a/crates/ui-egui/src/tabs.rs b/crates/ui-egui/src/tabs.rs
index 4c7d35a45..65557ed15 100644
--- a/crates/ui-egui/src/tabs.rs
+++ b/crates/ui-egui/src/tabs.rs
@@ -346,11 +346,9 @@ pub fn status_bar(app: &mut SheetApp, ui: &mut Ui) {
                     }
                     if !d.calc.circular.is_empty() {
                         ui.add_space(12.0);
+                        // Only a loop on the active sheet is named, so the address needs no sheet.
                         let label = match d.calc.circular.iter().find(|(si, _)| *si == d.wb.active_sheet) {
-                            Some(&(si, c)) => {
-                                let name = d.wb.sheet(si).map(|s| gridcraft_engine::formula::quote_sheet(&s.name)).unwrap_or_default();
-                                format!("Circular References: {name}!{}", c.a1())
-                            }
+                            Some((_, c)) => format!("Circular References: {}", c.a1()),
                             None => "Circular References".to_owned(),
                         };
                         text(ui, egui::RichText::new(label).font(theme::ui_font(12.5)).color(t.danger));
diff --git a/crates/ui-egui/tests/it/interaction.rs b/crates/ui-egui/tests/it/interaction.rs
index 1f4a1879a..431be6d72 100644
--- a/crates/ui-egui/tests/it/interaction.rs
+++ b/crates/ui-egui/tests/it/interaction.rs
@@ -974,12 +974,12 @@ fn status_bar_shows_macro_badge() {
 }
 
 #[test]
-fn status_bar_quotes_the_sheet_name_of_a_circular_reference() {
+fn status_bar_names_a_circular_reference_by_its_address() {
     let mut s = blank();
     s.execute("home.insertSheet", json!({"name": "Bob's Q1"})).unwrap();
     s.execute("cell.set", json!({"cell": "B2", "input": "=B2+1"})).unwrap();
     let h = harness(s);
-    assert!(h.query_by_label("Circular References: 'Bob''s Q1'!B2").is_some(), "the status bar names the cell as a reference");
+    assert!(h.query_by_label("Circular References: B2").is_some(), "the status bar names the cell on the active sheet without its sheet");
 }
 
 #[test]
@@ -990,10 +990,10 @@ fn status_bar_names_no_cell_when_every_circular_reference_is_on_another_sheet()
     s.execute("sheet.activate", json!({"sheet": "Sheet1"})).unwrap();
     let mut h = harness(s);
     assert!(h.query_by_label("Circular References").is_some(), "the status bar still reports circular references");
-    assert!(h.query_by_label("Circular References: Data!B2").is_none(), "no cell address from another sheet");
+    assert!(h.query_by_label("Circular References: B2").is_none(), "no cell address from another sheet");
     h.state_mut().session.execute("sheet.activate", json!({"sheet": "Data"})).unwrap();
     h.run_steps(2);
-    assert!(h.query_by_label("Circular References: Data!B2").is_some(), "the active sheet's loop is named");
+    assert!(h.query_by_label("Circular References: B2").is_some(), "the active sheet's loop is named");
 }
 
 #[test]
@@ -1006,8 +1006,8 @@ fn status_bar_names_a_circular_reference_on_the_active_sheet() {
     let circular = s.active().unwrap().calc.circular.clone();
     assert_eq!(circular, vec![(0, CellRef::new(0, 0)), (1, CellRef::new(1, 1))], "Sheet1's loop is listed first");
     let h = harness(s);
-    assert!(h.query_by_label("Circular References: Data!B2").is_some(), "the status bar names the loop on the active sheet");
-    assert!(h.query_by_label("Circular References: Sheet1!A1").is_none(), "not the first loop listed");
+    assert!(h.query_by_label("Circular References: B2").is_some(), "the status bar names the loop on the active sheet");
+    assert!(h.query_by_label("Circular References: A1").is_none(), "not the first loop listed");
 }
 
 #[test]

From 87a649c763a40c9260bdcac42ac43789ba4a142b Mon Sep 17 00:00:00 2001
From: aiongg <aiongtaigi@gmail.com>
Date: Sun, 25 Oct 2026 03:56:45 +0000
Subject: [PATCH 30/34] Batch: Paste Name lists the names once, finds local
 names by hash and refuses a name it doesn't list (#2410)

---
 crates/engine/src/cmd/formulas.rs | 15 +++++++++++----
 crates/formula/src/lib.rs         | 26 ++++++++++++++------------
 crates/ui-egui/src/dialogs.rs     |  5 ++++-
 crates/ui-egui/src/ribbon.rs      | 24 ++++++++++++++++++------
 4 files changed, 47 insertions(+), 23 deletions(-)

diff --git a/crates/engine/src/cmd/formulas.rs b/crates/engine/src/cmd/formulas.rs
index ee9982cde..94a1ce742 100644
--- a/crates/engine/src/cmd/formulas.rs
+++ b/crates/engine/src/cmd/formulas.rs
@@ -60,7 +60,7 @@ pub fn specs() -> Vec<CommandSpec> {
             "Paste Names…",
             ["Formulas", "Defined Names"],
             Some("F3"),
-            "{name?: \"Sales\" (OK: puts the name at the caret of the cell being edited, or starts `=Sales` in the active cell), list?: true (Paste List: writes each name and what it refers to in two columns, from `at`), at?: cell (default the active cell)} → {names: [{name, refersTo}]}: the names the Paste Name dialog lists (workbook names and the active sheet's own, hidden names left out, in alphabetical order). With neither nothing changes; the menu opens the dialog.",
+            "{name?: \"Sales\" (one of the names listed; OK: puts the name at the caret of the cell being edited, or starts `=Sales` in the active cell), list?: true (Paste List: writes each name and what it refers to in two columns, from `at`), at?: cell (default the active cell)} → {names: [{name, refersTo}]}: the names the Paste Name dialog lists (workbook names and the active sheet's own, hidden names left out, in alphabetical order). With neither nothing changes; the menu opens the dialog.",
             has_doc,
             paste_name
         ),
@@ -525,10 +525,10 @@ fn create_from_selection(s: &mut Session, p: &Json) -> Result<Json> {
 pub fn pasteable_names(wb: &Workbook) -> Vec<(String, String)> {
     let sheet = wb.active_sheet;
     let shown = |local: bool| wb.names.iter().filter(move |n| !n.hidden && n.scope.is_some() == local && n.scope.is_none_or(|i| i == sheet));
-    let local: Vec<&str> = shown(true).map(|n| n.name.as_str()).collect();
+    let local: std::collections::HashSet<String> = shown(true).map(|n| gridcraft_formula::fold_name(&n.name)).collect();
     let mut out: Vec<(String, String)> = shown(true).map(|n| (n.name.clone(), format!("={}", n.formula))).collect();
     for n in shown(false) {
-        if !local.iter().any(|x| gridcraft_formula::same_name(x, &n.name)) {
+        if !local.contains(&gridcraft_formula::fold_name(&n.name)) {
             out.push((n.name.clone(), format!("={}", n.formula)));
         }
     }
@@ -542,7 +542,10 @@ fn paste_name(s: &mut Session, p: &Json) -> Result<Json> {
     let listed: Vec<Json> = names.iter().map(|(n, r)| json!({"name": n, "refersTo": r})).collect();
     if !bool_param(p, "list").unwrap_or(false) {
         if let Some(name) = str_param(p, "name").map(str::trim).filter(|n| !n.is_empty()) {
-            s.ui_requests.push(crate::UiRequest::InsertName(name.to_string()));
+            let Some((listed_name, _)) = names.iter().find(|(n, _)| gridcraft_formula::same_name(n, name)) else {
+                return Err(EngineError::Other(format!("There's no name \"{name}\" to paste.")));
+            };
+            s.ui_requests.push(crate::UiRequest::InsertName(listed_name.clone()));
         }
         return Ok(json!({"names": listed}));
     }
@@ -993,6 +996,10 @@ mod tests {
         s.execute("formulas.useInFormula", json!({"name": "rate"})).unwrap();
         assert_eq!(s.take_ui_requests(), vec![crate::UiRequest::InsertName("Sales".into()), crate::UiRequest::InsertName("rate".into())]);
         assert_eq!(text_at(&s, "A1"), Value::Empty, "the cell changes only when the edit is entered");
+        // A name Paste Name doesn't list is refused; one typed in another case is pasted as listed.
+        assert!(s.execute("formulas.pasteName", json!({"name": "NoSuchName"})).is_err());
+        s.execute("formulas.pasteName", json!({"name": "SALES"})).unwrap();
+        assert_eq!(s.take_ui_requests(), vec![crate::UiRequest::InsertName("Sales".into())]);
     }
 
     #[test]
diff --git a/crates/formula/src/lib.rs b/crates/formula/src/lib.rs
index 9bf43d6f3..7cae66aac 100644
--- a/crates/formula/src/lib.rs
+++ b/crates/formula/src/lib.rs
@@ -23,18 +23,20 @@ pub fn same_name(a: &str, b: &str) -> bool {
     if a.is_ascii() && b.is_ascii() {
         return a.eq_ignore_ascii_case(b);
     }
-    let fold = |s: &str| -> String {
-        s.chars()
-            .flat_map(char::to_lowercase)
-            .flat_map(|c| match c {
-                'ß' => ['s', 's'].into_iter().take(2),
-                'ſ' => ['s', 's'].into_iter().take(1),
-                'ς' => ['σ', 'σ'].into_iter().take(1),
-                c => [c, c].into_iter().take(1),
-            })
-            .collect()
-    };
-    a == b || fold(a) == fold(b)
+    a == b || fold_name(a) == fold_name(b)
+}
+
+/// The case-folded form of a name: two names are [`same_name`] when their folded forms are equal.
+pub fn fold_name(s: &str) -> String {
+    s.chars()
+        .flat_map(char::to_lowercase)
+        .flat_map(|c| match c {
+            'ß' => ['s', 's'].into_iter().take(2),
+            'ſ' => ['s', 's'].into_iter().take(1),
+            'ς' => ['σ', 'σ'].into_iter().take(1),
+            c => [c, c].into_iter().take(1),
+        })
+        .collect()
 }
 
 #[cfg(test)]
diff --git a/crates/ui-egui/src/dialogs.rs b/crates/ui-egui/src/dialogs.rs
index dcf0bec1a..6e6f465f9 100644
--- a/crates/ui-egui/src/dialogs.rs
+++ b/crates/ui-egui/src/dialogs.rs
@@ -847,6 +847,8 @@ impl Dialog {
                 // OK runs `formulas.pasteName` with the selected `name`, so `ui.dialog.confirm` does too.
                 let mut dialog = Dialog::custom("pasteName", "Paste Name", json!({"name": names.first()}));
                 dialog.command = Some("formulas.pasteName");
+                // Listed once, when the dialog opens.
+                dialog.result = Some(json!(names));
                 dialog
             }
             "manageRules" => Dialog::custom("manageRules", "Conditional Formatting Rules Manager", json!({})),
@@ -2557,7 +2559,8 @@ pub(crate) fn insert_name(app: &mut SheetApp, name: &str) {
 /// selected name (`formulas.pasteName` with `name`); Paste List writes every name and what it
 /// refers to from the active cell.
 fn paste_name(app: &mut SheetApp, ui: &mut egui::Ui, d: &mut Dialog, confirm: &mut bool, open: &mut bool) {
-    let names = pasteable_names(app);
+    let names: Vec<String> =
+        d.result.as_ref().and_then(Json::as_array).map(|a| a.iter().filter_map(Json::as_str).map(str::to_owned).collect()).unwrap_or_default();
     // The `name` value is the selection, so `ui.dialog.set` can choose one too.
     if let Some(i) = d.values.get("name").and_then(Json::as_str).and_then(|n| names.iter().position(|x| x == n)) {
         d.list_index = i;
diff --git a/crates/ui-egui/src/ribbon.rs b/crates/ui-egui/src/ribbon.rs
index 9298fd10e..ee64fed91 100644
--- a/crates/ui-egui/src/ribbon.rs
+++ b/crates/ui-egui/src/ribbon.rs
@@ -2086,12 +2086,24 @@ fn formulas(app: &mut SheetApp, ui: &mut Ui) {
         anchor_keytip(app, ui, &use_in, &["dialog:pasteName"]);
         egui::Popup::menu(&use_in).show(|ui| {
             // The menu lists the names Paste Names lists; clicking one runs `formulas.useInFormula`, which puts it at the caret.
-            let names: Vec<String> = app
-                .session
-                .active()
-                .map(|d| gridcraft_engine::cmd::formulas::pasteable_names(&d.wb).into_iter().map(|(n, _)| n).collect())
-                .unwrap_or_default();
-            for n in &names {
+            // Listed when the menu opens, and again only after the workbook changes.
+            let cache = egui::Id::new("gridcraft.use_in_formula_names");
+            let key = app.session.active().map(|d| (d.uid, d.revision, d.wb.active_sheet));
+            let cached = ui.ctx().data(|m| m.get_temp::<(Option<(u64, u64, usize)>, std::sync::Arc<Vec<String>>)>(cache)).filter(|(k, _)| *k == key);
+            let names = match cached {
+                Some((_, names)) => names,
+                None => {
+                    let names: std::sync::Arc<Vec<String>> = std::sync::Arc::new(
+                        app.session
+                            .active()
+                            .map(|d| gridcraft_engine::cmd::formulas::pasteable_names(&d.wb).into_iter().map(|(n, _)| n).collect())
+                            .unwrap_or_default(),
+                    );
+                    ui.ctx().data_mut(|m| m.insert_temp(cache, (key, names.clone())));
+                    names
+                }
+            };
+            for n in names.iter() {
                 if ui.button(n).clicked() {
                     app.run_or_alert("formulas.useInFormula", json!({"name": n}));
                 }

From 47fadb8dcfa31bfba12bd8f96f90493efec09926 Mon Sep 17 00:00:00 2001
From: aiongg <aiongtaigi@gmail.com>
Date: Sun, 25 Oct 2026 04:16:00 +0000
Subject: [PATCH 31/34] Batch: Go To lists its entries once when it opens and
 lays out only the rows in view (#2414)

---
 crates/ui-egui/src/dialogs.rs | 30 +++++++++++++++++++++---------
 1 file changed, 21 insertions(+), 9 deletions(-)

diff --git a/crates/ui-egui/src/dialogs.rs b/crates/ui-egui/src/dialogs.rs
index 6e6f465f9..3e1e93be2 100644
--- a/crates/ui-egui/src/dialogs.rs
+++ b/crates/ui-egui/src/dialogs.rs
@@ -800,7 +800,12 @@ impl Dialog {
                 d.tab = if p("replace").as_bool() == Some(true) { "Replace".into() } else { "Find".into() };
                 d
             }
-            "goTo" => Dialog::custom("goTo", "Go To", json!({"reference": ""})),
+            "goTo" => {
+                let mut dialog = Dialog::custom("goTo", "Go To", json!({"reference": ""}));
+                // Listed once, when the dialog opens.
+                dialog.result = Some(json!(go_to_entries(app)));
+                dialog
+            }
             "pivotCalculatedField" => Dialog::form(
                 "pivotCalculatedField",
                 "Insert Calculated Field",
@@ -2345,21 +2350,28 @@ fn zoom(ui: &mut egui::Ui, d: &mut Dialog, confirm: &mut bool, open: &mut bool)
     ok_cancel(ui, confirm, open);
 }
 
-fn go_to(app: &mut SheetApp, ui: &mut egui::Ui, d: &mut Dialog, confirm: &mut bool) {
-    // The named ranges of every sheet, then the references gone to before, newest first.
-    let entries: Vec<String> = app
-        .session
+/// What the Go To dialog lists: the named ranges of every sheet, then the references gone to
+/// before, newest first.
+fn go_to_entries(app: &SheetApp) -> Vec<String> {
+    app.session
         .active()
         .map(|doc| {
             let mut v = gridcraft_engine::cmd::edit::go_to_names(&doc.wb, doc.wb.active_sheet);
             v.extend(doc.go_to_recent.iter().cloned());
             v
         })
-        .unwrap_or_default();
+        .unwrap_or_default()
+}
+
+fn go_to(app: &mut SheetApp, ui: &mut egui::Ui, d: &mut Dialog, confirm: &mut bool) {
+    let entries: Vec<String> =
+        d.result.as_ref().and_then(Json::as_array).map(|a| a.iter().filter_map(Json::as_str).map(str::to_owned).collect()).unwrap_or_default();
     let current = d.values.get("reference").and_then(Json::as_str).unwrap_or("").to_string();
-    egui::ScrollArea::vertical().max_height(160.0).show(ui, |ui| {
-        for n in entries {
-            let resp = ui.selectable_label(current == n, &n);
+    // A workbook can hold thousands of names: only the rows in view are laid out.
+    let row_height = ui.text_style_height(&egui::TextStyle::Button) + 2.0 * ui.spacing().button_padding.y;
+    egui::ScrollArea::vertical().max_height(160.0).auto_shrink([false, true]).show_rows(ui, row_height, entries.len(), |ui, rows| {
+        for n in entries.get(rows).unwrap_or_default() {
+            let resp = ui.selectable_label(current == *n, n);
             if resp.clicked() || resp.double_clicked() {
                 d.values.insert("reference".into(), json!(n));
             }

From f17179ceeb53f7dcf18c4ef5a85d13c991c3795d Mon Sep 17 00:00:00 2001
From: aiongg <aiongtaigi@gmail.com>
Date: Sun, 25 Oct 2026 04:22:02 +0000
Subject: [PATCH 32/34] Batch: Show Details turned off says so in plain words;
 the option is in the command's docs (#2461)

---
 crates/engine/src/cmd/pivot.rs                | 7 ++++---
 crates/ui-egui/tests/it/pivot_show_details.rs | 2 +-
 2 files changed, 5 insertions(+), 4 deletions(-)

diff --git a/crates/engine/src/cmd/pivot.rs b/crates/engine/src/cmd/pivot.rs
index 843b9ba14..df48e9f59 100644
--- a/crates/engine/src/cmd/pivot.rs
+++ b/crates/engine/src/cmd/pivot.rs
@@ -184,7 +184,7 @@ pub fn specs() -> Vec<CommandSpec> {
             "Show Details",
             [],
             None,
-            "{cell?: \"B5\" (a value, subtotal or grand total cell of a PivotTable on the active sheet; default: the active cell)} puts the source records behind that value on a new sheet before the current one → {sheet, records}",
+            "{cell?: \"B5\" (a value, subtotal or grand total cell of a PivotTable on the active sheet; default: the active cell)} puts the source records behind that value on a new sheet before the current one → {sheet, records}. An error when the PivotTable's Enable show details option is off (`pivot.options` `{enableShowDetails: true}` turns it on).",
             has_doc,
             show_details
         ),
@@ -839,7 +839,7 @@ fn show_details(s: &mut Session, p: &Json) -> Result<Json> {
 }
 
 /// The message Show Details gives while Enable show details is off.
-const SHOW_DETAILS_OFF: &str = "Show Details is turned off for this PivotTable. Turn it on with pivot.options and enableShowDetails set to true.";
+const SHOW_DETAILS_OFF: &str = "Show Details is turned off for this PivotTable.";
 
 /// PivotTable Options: Enable show details (Data). Changes only the option; the report is not
 /// refreshed. Without params it returns the current setting.
@@ -2376,6 +2376,7 @@ mod tests {
             "pivot.changeSource",
             "pivot.delete",
             "pivot.showDetails",
+            "pivot.options",
         ];
         let hostile = [
             json!({}),
@@ -2631,7 +2632,7 @@ mod tests {
         assert!(!pt(&s).enable_show_details);
         assert_eq!(s.execute("pivot.fields", json!({})).unwrap()["enableShowDetails"], false);
         let e = s.execute("pivot.showDetails", json!({"cell": "B5"})).unwrap_err().to_string();
-        assert!(e.contains("turned off") && e.contains("pivot.options") && e.contains("enableShowDetails"), "{e}");
+        assert_eq!(e, "Show Details is turned off for this PivotTable.");
         assert_eq!(s.doc().unwrap().wb.sheets.len(), 2);
         // A label still reports that it is not a value cell.
         let e = s.execute("pivot.showDetails", json!({"cell": "A5"})).unwrap_err().to_string();
diff --git a/crates/ui-egui/tests/it/pivot_show_details.rs b/crates/ui-egui/tests/it/pivot_show_details.rs
index 959eea0f6..8fcb83c19 100644
--- a/crates/ui-egui/tests/it/pivot_show_details.rs
+++ b/crates/ui-egui/tests/it/pivot_show_details.rs
@@ -116,6 +116,6 @@ fn double_click_with_enable_show_details_off_says_why_and_does_not_edit() {
 
     let app = h.state();
     assert!(app.editor.is_none(), "the value cell must not open for editing");
-    assert!(app.message.as_ref().is_some_and(|(_, m)| m.contains("enableShowDetails")), "{:?}", app.message);
+    assert!(app.message.as_ref().is_some_and(|(_, m)| m == "Show Details is turned off for this PivotTable."), "{:?}", app.message);
     assert_eq!(app.session.active().unwrap().wb.sheets.len(), 1);
 }

From 850dc9c772e542429cd33e279c718a6a4cb75371 Mon Sep 17 00:00:00 2001
From: aiongg <aiongtaigi@gmail.com>
Date: Sun, 25 Oct 2026 04:26:22 +0000
Subject: [PATCH 33/34] Batch: the cell menu offers no Show Details while a
 PivotTable has it turned off (#2467)

---
 crates/ui-egui/src/grid.rs                    |  6 +++++-
 .../tests/it/pivot_show_details_menu.rs       | 20 +++++++++++++++++++
 2 files changed, 25 insertions(+), 1 deletion(-)

diff --git a/crates/ui-egui/src/grid.rs b/crates/ui-egui/src/grid.rs
index dcd984a45..c4c3888dc 100644
--- a/crates/ui-egui/src/grid.rs
+++ b/crates/ui-egui/src/grid.rs
@@ -3437,7 +3437,8 @@ fn context_menu(app: &mut SheetApp, ui: &mut egui::Ui) {
 
 /// Whether the cell menu offers Show Details (Excel's right-click › Show Details): the active cell
 /// is a value, subtotal or grand total cell of a PivotTable, or a cell of a report that is out of
-/// date, where running the command says so. Labels and headers of a current report don't offer it.
+/// date, where running the command says so. Labels and headers of a current report don't offer it,
+/// and no cell does while the PivotTable's Enable show details option is off.
 fn show_details_offered(app: &mut SheetApp) -> bool {
     let Some(d) = app.session.active() else { return false };
     let (si, at) = (d.wb.active_sheet, d.selection.active);
@@ -3445,6 +3446,9 @@ fn show_details_offered(app: &mut SheetApp) -> bool {
     else {
         return false;
     };
+    if !pt.enable_show_details {
+        return false;
+    }
     let origin = pt.last_range.map(|r| r.start).unwrap_or_default();
     let cell = (at.row.saturating_sub(origin.row), at.col.saturating_sub(origin.col));
     let key = (d.uid, d.revision, si, pi);
diff --git a/crates/ui-egui/tests/it/pivot_show_details_menu.rs b/crates/ui-egui/tests/it/pivot_show_details_menu.rs
index 73172155e..916331194 100644
--- a/crates/ui-egui/tests/it/pivot_show_details_menu.rs
+++ b/crates/ui-egui/tests/it/pivot_show_details_menu.rs
@@ -90,6 +90,26 @@ fn labels_of_the_report_and_ordinary_cells_have_no_show_details_item() {
     }
 }
 
+#[test]
+fn no_cell_offers_show_details_while_it_is_turned_off() {
+    let mut h = harness();
+    h.state_mut().session.execute("pivot.options", json!({"enableShowDetails": false, "pivot": "PivotTable1"})).unwrap();
+    h.run_steps(2);
+    for cell in ["E4", "E6"] {
+        right_click(&mut h, cell);
+        assert!(h.query_by_label("Sort A to Z").is_some(), "the cell menu is up on {cell}");
+        assert!(h.query_by_label("Show Details").is_none(), "{cell} offers no Show Details");
+        let escape = Event::Key { key: egui::Key::Escape, physical_key: None, pressed: true, repeat: false, modifiers: Modifiers::NONE };
+        h.input_mut().events.push(escape);
+        h.run_steps(2);
+    }
+    // Turned back on, the value cell offers it again.
+    h.state_mut().session.execute("pivot.options", json!({"enableShowDetails": true, "pivot": "PivotTable1"})).unwrap();
+    h.run_steps(2);
+    right_click(&mut h, "E4");
+    assert!(h.query_by_label("Show Details").is_some(), "E4 offers Show Details");
+}
+
 #[test]
 fn the_cell_menu_computes_the_report_once_for_all_its_cells() {
     let mut h = harness();

From 24e49d18adb4b7d8ae7acd8c634f7ef64f2796e2 Mon Sep 17 00:00:00 2001
From: aiongg <aiongtaigi@gmail.com>
Date: Sun, 25 Oct 2026 04:27:21 +0000
Subject: [PATCH 34/34] Batch: Subtotal puts summary rows below their detail in
 the same undo step (#2482)

---
 crates/engine/src/cmd/data.rs | 27 +++++++++++++++++++++++++++
 1 file changed, 27 insertions(+)

diff --git a/crates/engine/src/cmd/data.rs b/crates/engine/src/cmd/data.rs
index 9a98e4e6a..721357fec 100644
--- a/crates/engine/src/cmd/data.rs
+++ b/crates/engine/src/cmd/data.rs
@@ -1539,6 +1539,11 @@ fn subtotal(s: &mut Session, p: &Json) -> Result<Json> {
             start = row;
         }
     }
+    // The totals go below each group, so the outline puts summary rows below their detail (the
+    // Subtotal dialog's "Summary below data"), in the same undo step.
+    if !sh.summary_below {
+        s.execute("data.outlineSettings", json!({"sheet": sheet, "summaryBelow": true}))?;
+    }
     // Insert a total row after each group, bottom-up so indices stay valid.
     let mut inserted = 0;
     for (g0, g1, name) in groups.iter().rev() {
@@ -1603,6 +1608,28 @@ mod tests {
         assert_eq!(get(&mut s, "B7")["value"], json!(100.0), "the grand total counts every data row");
     }
 
+    #[test]
+    fn subtotal_puts_summary_rows_below_their_detail() {
+        let mut s = Session::new();
+        s.new_workbook();
+        s.execute("range.setValues", json!({"range": "A1", "values": [["Region", "Sales"], ["East", 10], ["East", 20], ["West", 30]]})).unwrap();
+        s.execute("data.outlineSettings", json!({"summaryBelow": false})).unwrap();
+        s.execute("data.subtotal", json!({"range": "A1:B4", "groupBy": "A", "columns": ["B"]})).unwrap();
+        let sh = s.doc().unwrap().wb.active().unwrap().clone();
+        assert!(sh.summary_below, "the totals sit below their groups");
+        // East's detail is rows 2–3 and its total row 4: collapsing level 1 keeps the total showing.
+        s.execute("data.showLevels", json!({"rows": 1})).unwrap();
+        let hidden = |s: &Session, row: u32| s.doc().unwrap().wb.active().unwrap().is_row_hidden(row);
+        assert!(hidden(&s, 1) && hidden(&s, 2), "East's detail rows are hidden");
+        assert!(!hidden(&s, 3), "East Total stays visible");
+        // One undo takes the subtotals and the setting back.
+        s.execute("edit.undo", json!({})).unwrap();
+        s.execute("edit.undo", json!({})).unwrap();
+        let sh = s.doc().unwrap().wb.active().unwrap();
+        assert!(!sh.summary_below);
+        assert_eq!(sh.value(CellRef::new(3, 0)).display(), "West");
+    }
+
     #[test]
     fn filter_by_huge_numeric_column_is_rejected_not_overflowed() {
         let mut s = Session::new();