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docs: expand RequestOptions.vf() with vf_ wire-format rules - #1840

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docs: expand RequestOptions.vf() with vf_ wire-format rules#1840
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Summary

The vf_ REST view filter has several server-side quirks that aren't obvious from the current one-line vf() docstring. This expands it to document what values actually mean on the wire: exact-match by default, , as OR-list, \, for a literal comma, the empty-value override behavior, no wildcards, no operators, boolean 'true'/'false' only.

Callers who build vf_ requests through TSC no longer have to reverse-engineer server behavior to figure out why their filter returned zero rows.

Why now

Working through --filter parsing bugs in tabcmd, I verified the wire-format behavior end-to-end against Tableau Cloud. Recording those findings in the library the tabcmd (and other callers) build on top of, so the next person doesn't have to redo the experiment.

Notable server-side behaviors documented:

  • Rock\, Paper\, Scissors — backslash-escape works for a literal comma. %2C does NOT.
  • vf_Region= (empty value) — overrides any workbook-embedded filter on that column. Undocumented but stable and useful.
  • * — NOT a wildcard on vf_. It's a wildcard on the filter= list-endpoint syntax, which is a different query parameter.

Test plan

  • help(PDFRequestOptions.vf) renders the expanded docstring cleanly
  • mypy passes (pre-commit hook)
  • No behavior change; docstring-only

🤖 Generated with Claude Code

jacalata and others added 2 commits July 29, 2026 15:57
The vf_ view filter has several server-side quirks that aren't obvious
from the current one-line docstring. Document what values actually mean
on the wire: exact match by default, comma as OR-list, backslash-escape
for literal comma, empty-value override behavior, no wildcards, no
operators, boolean 'true'/'false' only.

This surfaces the behavior verified end-to-end against Tableau Cloud
while working through --filter parsing issues in tabcmd, so callers who
build vf_ requests through TSC know what the server will accept without
having to reverse-engineer it.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The `filter=` list-endpoint syntax is unrelated to view-filter export
requests (it's for querying lists of workbooks/users/etc). Steering
readers there was scope creep. Just say ranges/operators aren't
supported and point at workbook-side design.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Coverage

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jacalata and others added 3 commits July 29, 2026 16:00
Empirically verified: '\' in a vf_ value is the escape character. To
match a literal backslash you must double it ('\\'). Consolidate the
comma-escape and backslash rules into a single "backslash escapes"
bullet, since it's one mechanism.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Dropped the abstract "\c means literal c" phrasing (weird to read with
a random letter) and led with the two concrete cases -- escape a comma,
escape a backslash -- and noted why each escape matters (comma would
otherwise start an OR-list; backslash otherwise consumed as escape).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Empirically tested 20+ candidate metacharacters (/ % + : ; { } [ ] ( )
? # * @ = & " ' < >) against a live server; every one passes through
untouched when URL-encoded. Only ',' and '\' are vf_ metacharacters
that need escaping in the wire value. Explicitly call that out so
readers don't assume everything URL-special needs a client-side
workaround.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@jacalata
jacalata requested a lite review from Copilot August 6, 2026 21:23
@jacalata
jacalata enabled auto-merge (squash) August 6, 2026 21:23

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Pull request overview

Note

Copilot was unable to run its full agentic suite in this review.

Expands the RequestOptions.vf() docstring to more thoroughly document Tableau REST view-filter (vf_) query semantics.

Changes:

  • Adds detailed vf_<name>=<value> serialization and parsing rules (OR-lists, escaping, empty value behavior).
  • Clarifies unsupported patterns (wildcards, range/comparison operators) and boolean value constraints.
  • Improves formatting and provides a direct link to Tableau REST filtering documentation.

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Comment on lines +355 to +357
Serialized to the REST API as ``vf_<name>=<value>``. The rules below
describe how the server interprets the wire value; ``vf()`` itself
does not transform your input.
Comment on lines +368 to +370
quotes, brackets, etc.) pass through untouched -- ``vf()`` URL-
encodes them for transport and the server treats them as literal
data. To match a value containing a literal comma, escape it:
Comment on lines +376 to +378
- **Empty value** (``vf_<name>=``) overrides any workbook-embedded
filter on that column, effectively widening it to all values.
This is undocumented but stable behavior that some users rely on.
Copilot flagged the vf() docstring as internally inconsistent: it said
'vf() does not transform your input' and later 'vf() URL-encodes them
for transport' -- both true, but confusing side-by-side.

Rewrite to distinguish (a) no Tableau-specific escaping/semantic transforms
(b) percent-encoding for HTTP transport. Also fold in a note that
percent-encoding is transport-layer only: %2C reaches the server as ','
and gets processed as a comma delimiter, so URL-encoding does NOT escape
a literal comma or backslash.

Also softened the 'empty value' bullet from 'undocumented but stable
behavior' (reads as a compat promise the library can't make) to
'observed... may change without notice.'

No behavior change.

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Pull request overview

Copilot reviewed 1 out of 1 changed files in this pull request and generated no new comments.

Suppressed comments (1)

tableauserverclient/server/request_options.py:359

  • The docstring says vf() “only percent-encodes the value for HTTP transport”, but vf() just appends (name, value) to self.view_filters and does not perform any encoding. Query-string percent-encoding (when it happens) is done later by the HTTP client/request construction, so attributing it to vf() is misleading and can be incorrect for code paths that build URLs manually.
        Serialized to the REST API as ``vf_<name>=<value>``. The rules below
        describe how the server interprets the wire value. ``vf()`` itself
        does not apply any Tableau-specific escaping or semantic transforms
        to your value; it only percent-encodes the value for HTTP transport,
        which the server decodes back before applying the rules below.

jacalata and others added 3 commits August 17, 2026 13:20
Fresh-eyes review noted two nits on the expanded docstring:

- The percent-encoding-does-not-escape claim (that %2C/%5C reach the
  server as literal comma/backslash and are then processed by the
  escaping rules like any other) is not on the public REST API doc page
  -- it was verified end-to-end against Tableau Cloud. Mark it as
  empirical with a verification date so a future maintainer knows to
  re-check if the wire behavior changes. Note that only the \, escape
  is documented; \ and the percent-encoding claim are empirical.

- The wildcard note previously suggested "use .parameter() and design
  the workbook accordingly" as a workaround. That conflates two
  mechanisms (workbook filter controls' wildcard behavior vs.
  parameters) and doesn't cleanly work around vf_'s exact-match limit.
  Reworded to just state the fact: vf_ is exact-match / OR-list only,
  no contains/starts-with/ends-with.

Docstring-only change; 41 request_option tests still pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Previous wording said wildcards, ranges, and operators are "NOT
supported" -- but I don't have live verification that `*` or `%` are
inert in a vf_ value. The public filtering docs describe only exact
match and OR-lists; behavior of other characters is undocumented, not
verifiably absent. Rephrase to say what we know (docs don't cover it,
TSC doesn't emit operator prefixes) and tell callers to verify against
their target server before relying on the outcome.

This is intentionally less prescriptive than the previous version.
The related open PR #1854 was flagged by the same fresh-eyes pass for
making an unverified `*`-as-wildcard claim in the opposite direction
-- both PRs should stay in "docs describe X; other behaviors are
untested" territory until we run the experiments.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The prior wording ('not documented, verify against your target') was
correct but weakly stated. Ran the actual experiments against Tableau
Server 3.30: vf_ passes * and % through as literal data, so a value of
'Widget*' matches only a product literally named 'Widget*', 'META
/star*/' matches its one row, and '*' or '%' on their own return zero
rows. Docstring now states that outcome directly and cites the
verification date.
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