Usually, I use square brackets in the if statement:
if [ "$name" = 'Bob' ]; then ... But, when I check if grep succeeded I don't use the square brackets:
if grep -q "$text" $file ; then ... When are the square brackets necessary in the if statement?
The square brackets are a synonym for the test command. An if statement checks the exit status of a command in order to decide which branch to take. grep -q "$text" is a command, but "$name" = 'Bob' is not--it's just an expression. test is a command, which takes an expression and evaluates it:
if test "$name" = 'Bob'; then ... Since square brackets are a synonym for the test command, you can then rewrite it as your original statement:
if [ "$name" = 'Bob' ]; then ...
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