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Update backup integration docs to reflect current SW #36684

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merged 2 commits into from
Jan 3, 2025

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@c0ffeeca7 c0ffeeca7 commented Jan 3, 2025

Proposed change

Type of change

  • Spelling, grammar or other readability improvements (current branch).
  • Adjusted missing or incorrect information in the current documentation (current branch).
  • Added documentation for a new integration Iother were adding to Home Assistant (next branch).
  • Added documentation for a new feature I'm adding to Home Assistant (next branch).
  • Removed stale or deprecated documentation.

Additional information

Checklist

  • This PR uses the correct branch, based on one of the following:
    • I made a change to the existing documentation and used the current branch.
    • I made a change that is related to an upcoming version of Home Assistant and used the next branch.
  • The documentation follows the Home Assistant documentation standards.

Summary by CodeRabbit

  • Documentation
    • Updated Backup integration documentation
    • Simplified backup and restore instructions
    • Broadened applicability of backup guidance across all Home Assistant installation types
    • Removed installation-specific limitations
    • Added recommendation for setting up automatic backups through the UI

@c0ffeeca7 c0ffeeca7 requested a review from a team as a code owner January 3, 2025 17:01
@home-assistant home-assistant bot added has-parent This PR has a parent PR in a other repo next This PR goes into the next branch labels Jan 3, 2025
@c0ffeeca7 c0ffeeca7 added this to the 2025.1 milestone Jan 3, 2025
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coderabbitai bot commented Jan 3, 2025

📝 Walkthrough

Walkthrough

The pull request updates the Backup integration documentation for Home Assistant. The changes focus on broadening the description to cover all installation types, removing specific installation-specific notes, and simplifying backup and restoration guidance. The documentation now provides a more generalized and centralized approach to understanding and managing backups across different Home Assistant installations.

Changes

File Change Summary
source/_integrations/backup.markdown - Updated references to backup documentation links
- Expanded integration description to apply to all installation types
- Removed notes specific to installation methods
- Simplified backup and restoration instructions
- Updated guidance on backup automation

Sequence Diagram

sequenceDiagram
    participant User
    participant HomeAssistant
    participant BackupSystem

    User->>HomeAssistant: Configure Backup Settings
    HomeAssistant->>BackupSystem: Set Up Automatic Backups
    BackupSystem-->>HomeAssistant: Backup Configuration Confirmed
    User->>HomeAssistant: Request Backup/Restore
    HomeAssistant->>BackupSystem: Perform Backup/Restore Operation
    BackupSystem-->>HomeAssistant: Backup/Restore Completed
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Actionable comments posted: 2

🧹 Nitpick comments (1)
source/_integrations/backup.markdown (1)

18-19: Maintain consistent title capitalization

The title "backup emergency kit" should be capitalized to match the style of other related document titles.

-    title: backup emergency kit
+    title: Backup Emergency Kit
📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro

📥 Commits

Reviewing files that changed from the base of the PR and between be53c54 and c16aedf.

📒 Files selected for processing (1)
  • source/_integrations/backup.markdown (2 hunks)
🔇 Additional comments (1)
source/_integrations/backup.markdown (1)

22-24: Well-structured and clear description!

The description effectively communicates that the integration works across all installation types and provides clear navigation to detailed instructions.


3. If you migrate from a {% term "Home Assistant Core" %} or {% term "Home Assistant Container" %} installation to {% term "Home Assistant Operating System" %}:
- You can use these backup files during [onboarding](/getting-started/onboarding/) to recover your installation from backup.
To restore a backup, follow the steps described in [Restoring a backup](/common-tasks/os/#restoring-a-backup).
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🛠️ Refactor suggestion

Consider using a more general restoration guide link

The current link points to OS-specific restoration documentation (/common-tasks/os/#restoring-a-backup), which seems inconsistent with the goal of making the documentation more general across all installation types.

Consider updating to point to a more general restoration guide:

-To restore a backup, follow the steps described in [Restoring a backup](/common-tasks/os/#restoring-a-backup).
+To restore a backup, follow the steps described in [Restoring a backup](/common-tasks/general/#restoring-a-backup).

Committable suggestion skipped: line range outside the PR's diff.

Comment on lines +31 to +32
However, it is no longer needed to create your own automation. Follow these steps to [set up an automatic backup from the UI](/common-tasks/general/#setting-up-an-automatic-backup-process).

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💡 Codebase verification

The link to automatic backup setup is incorrect

The documentation refers to /common-tasks/general/#setting-up-an-automatic-backup-process, but the actual content is included from source/_includes/common-tasks/backups.md and the correct anchor is #setting-up-an-automatic-backup-process. The link should be updated to point to the correct location.

  • Update the link in source/_integrations/backup.markdown to: /common-tasks/backups/#setting-up-an-automatic-backup-process
🔗 Analysis chain

Excellent guidance on preferred backup method!

The update appropriately directs users to the UI-based setup while maintaining YAML documentation for advanced users.

Let's verify the UI setup link is valid:

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Description: Verify that the UI setup link exists in the documentation
rg -l "setting-up-an-automatic-backup-process" "source/common-tasks/"

Length of output: 67


Script:

#!/bin/bash
# Let's check if the common-tasks directory exists and its contents
fd "common-tasks" source/

# Let's also check for any file containing "backup" in the common-tasks path
fd ".*" source/common-tasks/ -t f

# Let's search for the anchor text in all markdown files
rg -l "setting.*up.*automatic.*backup" "source/"

# Let's also check for the general.md file specifically
fd "general.md" source/

Length of output: 489


Script:

#!/bin/bash
# Let's check the content of general.markdown for the backup section
rg -A 5 -B 5 "setting.*up.*automatic.*backup" "source/common-tasks/general.markdown"

# Let's also check if there's a different heading or section about backups
rg "backup" "source/common-tasks/general.markdown"

Length of output: 171


Script:

#!/bin/bash
# Let's check the included backups.md file content
rg -A 5 -B 5 "setting.*up.*automatic.*backup" "source/_includes/common-tasks/backups.md"

# Also check if this file exists
fd "backups.md" "source/_includes/common-tasks/"

Length of output: 176


Script:

#!/bin/bash
# Let's check the actual content of the backups.md file
cat "source/_includes/common-tasks/backups.md"

# Also check if there's any other file that might contain the backup setup instructions
rg -l "automatic.*backup" "source/more-info/"

Length of output: 14263

@frenck frenck merged commit 39480e7 into next Jan 3, 2025
9 checks passed
@frenck frenck deleted the backup-integration-update branch January 3, 2025 17:04
@frenck frenck added the cherry-picked This PR has been manually picked and merged into the current branch label Jan 3, 2025
@github-actions github-actions bot locked and limited conversation to collaborators Jan 4, 2025
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