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Complete backup feature for VMI: add BackupStrategy, documentation, and UI support #1973

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Description

Parent issue: #1713

Summary

The backup API refactoring introduced BackupClass as a cluster-scoped resource and simplified BackupJob/BackupPlan by replacing strategyRef and storageRef with backupClassName. The core API work is complete, but integration into applications and user-facing components remains.

Remaining Work

1. Add BackupStrategies to application charts

  • Add implemented BackupStrategy resources to the -rd (resource definition) charts for each supported application, describe as Parameters of a BackupClass strategies all that not break controller backup/restore logic (example VMI: storages, timeouts, ttl, but keep sets of resource and matches untouchable, because on this relies controller logic)
  • Ensure strategies are properly configured for application types (VMs, VMDisk)

2. Documentation

  • Document how to configure Velero as a backup backend
  • Document how to create and configure BackupClass resources
  • Provide examples for common backup scenarios

3. Dashboard UI

4. e2e-test

  • Cover main functionality of the backup and restore VMI

5. API design issues

6. Other bugs

  • restore to copy is not working now (Velero DataUploaders can't resrtore to PVC with a new name, ResourceModifiers not applicable in this case, because will applied after upload) (added here feat(backups): restore vmi to copy in another namespace #2329)
  • prepareForRestore is not idempotent — re-execution corrupts PVC state
  • if user creates a new RestoreJob with the same name, the old -orig PVCs from a previous run might already exist, and the PVC rename logic silently no-ops. This means the Velero Restore would find the restored-but-failed PVCs instead of the originals.

Related Work

This continues the backup API refactoring that introduced:

  • BackupClass (cluster-scoped resource)
  • Simplified BackupJob.spec.applicationRef with default apiGroup: apps.cozystack.io

Activity

  1. added
    kind/documentationCategorizes issue or PR as related to documentation
    kind/featureCategorizes issue or PR as related to a new feature
    on Feb 3, 2026
  2. changed the title [-]Complete backup feature: add BackupStrategies to app charts, documentation, and UI support[/-] [+]Complete backup feature for VMI: add BackupStrategy, documentation, and UI support[/+] on Mar 25, 2026
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