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docs: clarify username formats, ProjectLeader-as-group, and filter special-char behavior - #1854

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docs: clarify username formats, ProjectLeader-as-group, and filter special-char behavior#1854
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@jacalata jacalata commented Aug 6, 2026

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Summary

Bundles three long-standing docs gaps flagged in stale issues. Docs only, no behavior change.

#993users.add username formats

The primary users.add example (TSC.UserItem('new_user', ...)) gave no hint that name is the server-side authentication identifier, not the person's display name. Rewrote the users.add docstring to describe the required format per auth scheme (Cloud = email, local Server = username, AD-backed = SAMAccountName@FullyQualifiedDomain or UPN), split the example into a Cloud invocation and an AD invocation, and added matching guidance to UserItem.name.

#1067 — ProjectLeader-as-group example

projects.update_permissions had no examples, so callers had no guide for the common "assign a group as Project Leader on a project" case. Added an example that constructs a PermissionsRule with grantee=<group> and capability=ProjectLeader, plus a note that update_permissions is a full replacement (call populate_permissions first if preserving existing rules).

#1200 — filter special-character behavior

The REST filter grammar treats ,, &, :, [ and ] as delimiters and the server does not support escaping, so filter(name="T(L-F,SZ&V-MY)") fails with 400065 for any name containing those characters. Documented the constraint on the Filter class docstring and on QuerySet.filter, along with the working wildcard workaround (Equals with * substituted for the special char).

Test plan

  • test/test_user.py, test_user_model.py, test_project.py, test_project_model.py, test_filter.py: 89 passed
  • mypy clean

Closes #993, #1067, #1200.

🤖 Generated with Claude Code

…ecial-char behavior

Bundles three long-standing docs gaps flagged in stale issues:

#993 - users.add example used a fake short username with no explanation
that `name` is the server auth identifier (email on Cloud, SAM@Domain on
AD-backed Server), not the person's display name. Rewrote the users.add
docstring intro to describe the required formats per auth scheme, split
the example into a Cloud invocation and an AD invocation, and added
matching guidance to UserItem.name.

#1067 - projects.update_permissions had no examples, so callers had no
guide for the common "assign group as Project Leader" case. Added an
example that shows constructing a PermissionsRule with grantee=<group>
and capability=ProjectLeader, plus a note that update_permissions is a
full replacement (call populate_permissions first if preserving
existing rules).

#1200 - the REST filter grammar treats ',', '&', ':', '[' and ']' as
delimiters and the server does not support escaping, so
`filter(name="T(L-F,SZ&V-MY)")` fails with 400065 for any name
containing those characters. Documented the constraint on the Filter
class docstring and on QuerySet.filter, along with the working
wildcard workaround (Equals with '*' substituted).

No behavior change. Docs only.

Closes #993, #1067, #1200.
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Coverage

Coverage Report
FileStmtsMissCoverMissing
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TOTAL12002142388% 

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Update docs and examples to properly show required fields for adding new users

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