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UI Plan Snapshot Docs
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Mythicaeda committed Nov 1, 2023
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3 changes: 3 additions & 0 deletions docs/planning/assets/snapshots/planMetadataPane.png
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81 changes: 81 additions & 0 deletions docs/planning/snapshots.mdx
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import takeSnapshotNavbar from './assets/snapshots/takeSnapshotNavbar.png';
import takeSnapshotModal from './assets/snapshots/takeSnapshotModal.png';

import viewSnapshotNavbar from './assets/snapshots/viewSnapshotNavbar.png';
import planMetadataPane from './assets/snapshots/planMetadataPane.png';
import viewSnapshot from './assets/snapshots/viewSnapshot.png';

import restoreSnapshotModal from './assets/snapshots/restoreSnapshotModal.png';
import restoreAndTakeSnapshot from './assets/snapshots/restoreSnapshotTakeSnapshot.png';

# Snapshots

A snapshot of a plan is a named record of the state of all activities in a plan at a certain time.
Snapshots are useful for recording and returning to known "good" states of a plan.

<!--
:::info

If you are looking to create a record of a simulation configuration, see Simulation Presets.

If you are looking to create a reusable set of arguments on a single activity, see Activity Presets.

:::
-->

## Taking a Snapshot

Snapshots can via one of two methods:
1. Clicking on the Plan's name in the navbar, then clicking "Take Snapshot"
2. Clicking on the "Take Snapshot" button in the Plan Metadata Pane

Either option will then present you with a modal where you can name the snapshot and optionally provide a description and tags.
Note that snapshot names must be unique per plan.

<figure>
<div>
<img alt="Aerie UI - Expanded drop down under Plan in the Navbar, the option 'Take Snapshot' is highlighted" src={takeSnapshotNavbar}/>
</div>
<img alt="Aerie UI - Take Snapshot Modal" src={takeSnapshotModal}/>
<figcaption>Figure 1: Aerie UI - How to Take a Plan Snapshot</figcaption>
</figure>


## Viewing a Snapshot

You can view the snapshots taken for a specific plan by clicking on the Plan's name in the navbar, then clicking "View Snapshot History".
Doing so will open the Plan Metadata Pane, where a list of all snapshots taken will be displayed.
If a snapshot has been simulated, an icon will be present indicating the results of the most recent simulation for that snapshot.

You can filter this list to only display snapshots for the currently selected simulation dataset by selecting the "Snapshot" badge to the left of the "Take Snapshot" button.

<figure>
<div>
<img alt="Aerie UI - Expanded drop down under Plan in the Navbar, the option 'View Snapshot' is highlighted" src={viewSnapshotNavbar}/>
</div>
<img alt="Aerie UI - Plan Metadata Pane" src={planMetadataPane}/>
<figcaption>Figure 2: Aerie UI - How to View a Plan Snapshot</figcaption>
</figure>

Clicking on a snapshot will open a preview of its contents. From here, you can examine activities and related simulation datasets.

<figure>
<img alt="Aerie UI - Take Snapshot Modal" src={viewSnapshot}/>
<figcaption>Figure 3: Aerie UI - Viewing a Plan Snapshot</figcaption>
</figure>

## Restoring a Snapshot

If you would like to update a plan to match the state of a snapshot, you can do so by clicking on the "Restore Snapshot" button seen while previewing a snapshot.

When restoring a snapshot, you can optionally choose to take a snapshot of the current state of the plan prior to restoring.

<figure>
<div>
<img alt="Aerie UI - Restore Snapshot Modal" src={restoreSnapshotModal}/>
</div>
<img alt="Aerie UI - Restore and Take Snapshot Modal - Simple" src={restoreAndTakeSnapshot}/>
<figcaption>Figure 4: Aerie UI - How to Restore a Plan Snapshot</figcaption>
</figure>

The snapshot you restored will remain in the list in case you need to restore to it again in the future.
1 change: 1 addition & 0 deletions sidebars.js
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Expand Up @@ -119,6 +119,7 @@ const sidebars = {
},
items: ['planning/collaboration/merging-plans'],
},
'planning/snapshots',
'planning/anchors',
'planning/ui-views',
'planning/timeline-editing',
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