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Extend the backup.create action with password support #35520

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@ludeeus ludeeus commented Nov 1, 2024

Proposed change

Documentation for feature added with home-assistant/core#110630

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 I'm 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

  • New Features

    • Updated documentation for the Backup integration, clarifying that all parameters for the backup.create action are optional.
    • Introduced a new password parameter for encrypting backup files.
    • Modified example YAML automation to demonstrate the use of the new password feature.
  • Documentation

    • Enhanced clarity and usability of the backup process documentation, particularly for securing backups.

@ludeeus ludeeus requested a review from a team as a code owner November 1, 2024 06:53
@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 Nov 1, 2024
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coderabbitai bot commented Nov 1, 2024

📝 Walkthrough
📝 Walkthrough

Walkthrough

The documentation for the Backup integration has been updated to enhance clarity regarding the backup.create action. Key changes include the clarification that all parameters for this action are optional and the introduction of a new password parameter for encrypting backup files. Additionally, an example YAML automation has been modified to illustrate the use of the new password parameter, demonstrating how to secure backups effectively.

Changes

File Path Change Summary
source/_integrations/backup.markdown Updated documentation for the backup.create action to clarify that all parameters are optional, introduced a new password parameter for encryption, and modified an example YAML automation to demonstrate the use of the password parameter.

Sequence Diagram(s)

sequenceDiagram
    participant User
    participant BackupIntegration
    participant BackupService

    User->>BackupIntegration: Request to create backup
    BackupIntegration->>BackupService: Create backup with optional parameters
    alt If password is provided
        BackupService->>BackupService: Encrypt backup with password
    end
    BackupService-->>BackupIntegration: Backup created
    BackupIntegration-->>User: Backup creation confirmation
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Actionable comments posted: 0

🧹 Outside diff range and nitpick comments (2)
source/_integrations/backup.markdown (2)

40-43: Enhance password parameter documentation with additional details.

While the basic description is clear, security features benefit from comprehensive documentation. Consider adding:

  • Password requirements or constraints (if any)
  • Instructions for restoring password-protected backups
  • Security considerations or best practices

Example enhancement:

 password:
-  description: Encrypt the backup file with a password.
+  description: >-
+    Encrypt the backup file with a password. When restoring a password-protected backup,
+    you will need to provide this password. Store this password securely as there is
+    no way to recover the backup without it.

65-66: LGTM! Good use of secrets for password storage.

The example demonstrates secure password management using Home Assistant's secrets feature.

Consider adding a brief note about secrets:

        data:
          password: !secret backup_password
+         # Store your backup password in secrets.yaml
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Reviewing files that changed from the base of the PR and between 0319f3a and fc602c1.

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  • source/_integrations/backup.markdown (2 hunks)
🔇 Additional comments (2)
source/_integrations/backup.markdown (2)

38-39: LGTM! Clear documentation of parameter optionality.

The note clearly communicates that all parameters for the backup.create action are optional, which is helpful for users.


Line range hint 93-108: Update restore instructions for password-protected backups.

The "Restoring a backup" section should be updated to include information about handling password-protected backups for each installation type. This is especially important since we're adding password support.

For example, add password-related instructions:

 2. If you use a {% term "Home Assistant Core" %} or {% term "Home Assistant Container" %} installation:
    - A Home Assistant backup is just a tar file of the [configuration directory](/docs/configuration/#editing-configurationyaml), plus some metadata.
    - To manually restore a backup, use the following command:

      
🧰 Tools
🪛 LanguageTool

[duplication] ~35-~35: Possible typo: you repeated a word
Context: ...up.create" %} The {% my developer_call_service service="backup.create" %} action can be used t...

(ENGLISH_WORD_REPEAT_RULE)

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Actionable comments posted: 1

🧹 Outside diff range and nitpick comments (3)
source/_integrations/backup.markdown (3)

44-45: Fix grammar in password description

Add a comma for better readability.

  description: >-
-    Encrypt the backup file with a password. When restoring a password-protected backup, you will need to provide this password. Store this password securely as there is no way to recover the backup without it.
+    Encrypt the backup file with a password. When restoring a password-protected backup, you will need to provide this password. Store this password securely, as there is no way to recover the backup without it.
🧰 Tools
🪛 LanguageTool

[uncategorized] ~45-~45: Possible missing comma found.
Context: ...vide this password. Store this password securely as there is no way to recover the backu...

(AI_HYDRA_LEO_MISSING_COMMA)


68-69: Add explanatory comment to the example

Consider adding a comment to emphasize security best practices.

        data:
+          # Always use secrets.yaml for storing sensitive values like passwords
          password: !secret backup_password

Line range hint 89-91: Document password handling during restoration

The restoration documentation should be updated to include instructions for password-protected backups, particularly for the manual restoration process using tar.

Consider adding:

  1. How to provide the password during restoration
  2. What happens if an incorrect password is provided
  3. Any specific considerations for different installation types

Would you like me to propose the additional documentation text?

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Reviewing files that changed from the base of the PR and between fc602c1 and 6479016.

📒 Files selected for processing (1)
  • source/_integrations/backup.markdown (3 hunks)
🧰 Additional context used
🪛 LanguageTool
source/_integrations/backup.markdown

[uncategorized] ~45-~45: Possible missing comma found.
Context: ...vide this password. Store this password securely as there is no way to recover the backu...

(AI_HYDRA_LEO_MISSING_COMMA)

🔇 Additional comments (1)
source/_integrations/backup.markdown (1)

22-23: LGTM: Appropriate addition of secrets documentation link

Good addition of the secrets documentation link, which is relevant for securely storing backup passwords.

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Thank you, @ludeeus 👍

@c0ffeeca7 c0ffeeca7 added the awaits-parent Awaits the merge of an parent PR label Nov 4, 2024
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