Home-AssistantConfig/codex_skills/homeassistant-yaml-dry-verifier/references/refactor_playbook.md

Home Assistant YAML DRY Refactor Playbook

Use these patterns after verifier findings.

Repeated Actions or Sequence

• Move common action chains into a reusable script (script.<name>).
• Use script fields/variables instead of duplicating payload variants.
• Keep each automation focused on trigger + routing, not full action implementation.

Repeated Conditions

• Promote shared logic into helper entities (input_boolean, helper groups) or template sensors.
• Replace long repeated and chains with a single meaningful condition entity when practical.
• Keep per-automation overrides small and explicit.

Repeated Triggers

• Merge equivalent triggers into one automation when the resulting behavior stays clear.
• If actions diverge, keep separate automations but centralize shared actions in scripts.
• Avoid copy-paste time/state triggers that only differ by one minor field; parameterize if possible.

Intra-Block Duplicates

• Remove exact duplicate entries inside the same trigger/condition/action list.
• Keep only one canonical copy of each entry.

Validation Loop

1. Run verifier.
2. Refactor.
3. Run verifier again.
4. Run Home Assistant config check before reload/restart.