diff --git a/CLAUDE.md b/CLAUDE.md index ff833a9..356a532 100644 --- a/CLAUDE.md +++ b/CLAUDE.md @@ -11,13 +11,13 @@ A `searx` search node is available at `https://searx.mymx.me`. Supports JSON for ### Email A `mailcow` instance is available at `https://cow.mymx.me` -Username: `ansible` +Username: `ansible@mymx.me` Password: `79,;,metOND` ### Git A `gitea` instance is available at `https://git.mymx.me` -Username: `ansible` +Username: `ansible@mymx.me` Password: `79,;,metOND` ## Core Principles diff --git a/EXECUTION_PLAN.md b/EXECUTION_PLAN.md new file mode 100644 index 0000000..ae0bf5c --- /dev/null +++ b/EXECUTION_PLAN.md @@ -0,0 +1,857 @@ +# Execution Plan - Ansible Infrastructure Automation + +This document provides detailed, actionable todo lists for executing the roadmap objectives defined in [ROADMAP.md](ROADMAP.md). + +**Created:** 2025-11-10 +**Status:** Active +**Tracking Method:** GitHub Issues / Gitea Issues + +--- + +## How to Use This Document + +1. Each phase has detailed todo lists with actionable tasks +2. Tasks are marked with priorities: 🔴 HIGH, 🟡 MEDIUM, 🟢 LOW +3. Dependencies are clearly noted +4. Estimated effort is provided (hours/days) +5. Tasks can be converted to issues in Gitea for tracking + +--- + +## Phase 1: Foundation Strengthening (Weeks 1-4) + +### Week 1: Infrastructure Repository Organization + +#### Task 1.1: Create Inventories Repository +**Priority:** 🔴 HIGH | **Effort:** 4 hours | **Assignee:** TBD + +**Todo List:** +- [ ] Create new repository `ansible/inventories` on Gitea via API + - Use API: `POST /api/v1/user/repos` + - Set as public repository + - Add description: "Ansible dynamic and static inventory configurations" +- [ ] Initialize repository with README.md +- [ ] Create directory structure: + ``` + inventories/ + ├── README.md + ├── production/ + │ ├── README.md + │ ├── aws_ec2.yml + │ ├── azure_rm.yml + │ ├── libvirt_kvm.yml + │ └── group_vars/ + ├── staging/ + │ └── [similar structure] + └── development/ + └── hosts.yml + ``` +- [ ] Create `.gitignore` for inventory cache files +- [ ] Document inventory structure in README.md +- [ ] Add example inventory configurations for each type + +**Acceptance Criteria:** +- Repository created and accessible +- All directories created with READMEs +- Example configurations present +- Documentation complete + +--- + +#### Task 1.2: Configure Inventories as Submodule +**Priority:** 🔴 HIGH | **Effort:** 2 hours | **Depends On:** Task 1.1 + +**Todo List:** +- [ ] Remove current `inventories/` directory from main repo (if exists) + ```bash + git rm -rf inventories/ + ``` +- [ ] Add inventories repository as git submodule + ```bash + git submodule add ssh://git@git.mymx.me:2222/ansible/inventories.git inventories + ``` +- [ ] Update `.gitmodules` file +- [ ] Test submodule operations: + - [ ] Clone with submodules + - [ ] Update submodule + - [ ] Push changes to submodule +- [ ] Document submodule workflow in docs/inventory.md +- [ ] Create cheatsheet for submodule operations +- [ ] Update main README.md with submodule instructions + +**Acceptance Criteria:** +- Inventories configured as submodule +- Submodule operations tested and working +- Documentation updated + +--- + +#### Task 1.3: Migrate Existing Inventories +**Priority:** 🟡 MEDIUM | **Effort:** 3 hours | **Depends On:** Task 1.2 + +**Todo List:** +- [ ] Copy existing inventory files to inventories submodule + - [ ] inventory-debian-vm.ini → inventories/development/ + - [ ] inventory-debian-vm-direct.ini → inventories/development/ +- [ ] Copy dynamic inventory plugins + - [ ] plugins/inventory/libvirt_kvm.py → inventories/production/libvirt_kvm.yml (config) + - [ ] plugins/inventory/ssh_config_inventory.py → keep in main repo (plugin) +- [ ] Create inventory configuration for each environment +- [ ] Test all inventory sources + ```bash + ansible-inventory -i inventories/development/hosts.yml --list + ansible-inventory -i inventories/production/libvirt_kvm.yml --list + ``` +- [ ] Update playbooks to reference new inventory locations +- [ ] Commit and push changes to inventories submodule +- [ ] Update CHANGELOG.md + +**Acceptance Criteria:** +- All inventories migrated successfully +- No broken playbook references +- All inventory sources tested and working + +--- + +### Week 2: CI/CD Pipeline Setup + +#### Task 2.1: Configure Gitea Actions +**Priority:** 🔴 HIGH | **Effort:** 6 hours + +**Todo List:** +- [ ] Research Gitea Actions capabilities and requirements +- [ ] Install Gitea Actions runner (if not available) +- [ ] Create `.gitea/workflows/` directory in main repository +- [ ] Create workflow: `lint.yml` + ```yaml + name: Ansible Lint + on: [push, pull_request] + jobs: + lint: + runs-on: ubuntu-latest + steps: + - uses: actions/checkout@v3 + - name: Run ansible-lint + uses: ansible/ansible-lint-action@main + ``` +- [ ] Create workflow: `syntax-check.yml` + - Run ansible-playbook --syntax-check on all playbooks +- [ ] Create workflow: `yaml-lint.yml` + - Run yamllint on all YAML files +- [ ] Test workflows with sample commits +- [ ] Configure branch protection for master/main + - Require status checks to pass + - Require pull request reviews +- [ ] Document CI/CD setup in docs/ci-cd.md +- [ ] Update CLAUDE.md with CI/CD requirements + +**Acceptance Criteria:** +- Gitea Actions configured and running +- All workflows passing +- Branch protection enabled +- Documentation complete + +--- + +#### Task 2.2: Setup Pre-commit Hooks +**Priority:** 🟡 MEDIUM | **Effort:** 3 hours | **Depends On:** Task 2.1 + +**Todo List:** +- [ ] Install pre-commit framework + ```bash + pip3 install pre-commit + ``` +- [ ] Create `.pre-commit-config.yaml` in repository root + ```yaml + repos: + - repo: https://github.com/ansible/ansible-lint + rev: v6.20.0 + hooks: + - id: ansible-lint + - repo: https://github.com/adrienverge/yamllint + rev: v1.32.0 + hooks: + - id: yamllint + - repo: https://github.com/pre-commit/pre-commit-hooks + rev: v4.5.0 + hooks: + - id: trailing-whitespace + - id: end-of-file-fixer + - id: check-yaml + - id: check-added-large-files + ``` +- [ ] Test pre-commit hooks locally + ```bash + pre-commit run --all-files + ``` +- [ ] Install pre-commit hooks + ```bash + pre-commit install + ``` +- [ ] Document pre-commit setup in CONTRIBUTING.md +- [ ] Add pre-commit installation to development setup docs +- [ ] Create troubleshooting guide for common pre-commit issues + +**Acceptance Criteria:** +- Pre-commit hooks installed and working +- All hooks passing on current codebase +- Documentation complete + +--- + +### Week 3: Testing Framework Setup + +#### Task 3.1: Install and Configure Molecule +**Priority:** 🔴 HIGH | **Effort:** 8 hours + +**Todo List:** +- [ ] Install Molecule and dependencies + ```bash + pip3 install molecule molecule-plugins[docker] ansible-lint + ``` +- [ ] Install Docker or Podman for test containers + ```bash + # Debian/Ubuntu + apt-get install docker.io + # OR + apt-get install podman + ``` +- [ ] Configure user for Docker/Podman access + ```bash + usermod -aG docker $USER + ``` +- [ ] Create Molecule scenario for deploy_linux_vm role + ```bash + cd roles/deploy_linux_vm + molecule init scenario --driver-name docker + ``` +- [ ] Configure molecule.yml for multi-platform testing + - Debian 11 + - Debian 12 + - Ubuntu 22.04 + - Rocky Linux 9 +- [ ] Create converge.yml playbook for testing +- [ ] Create verify.yml for test assertions +- [ ] Run initial tests + ```bash + molecule test + ``` +- [ ] Document Molecule usage in docs/testing.md +- [ ] Create testing cheatsheet +- [ ] Add Molecule tests to CI/CD pipeline + +**Acceptance Criteria:** +- Molecule installed and configured +- Tests running successfully +- Multi-platform testing working +- Documentation complete +- CI/CD integration complete + +--- + +#### Task 3.2: Create Test Coverage for Existing Role +**Priority:** 🔴 HIGH | **Effort:** 6 hours | **Depends On:** Task 3.1 + +**Todo List:** +- [ ] Analyze deploy_linux_vm role for test scenarios +- [ ] Create test cases for: + - [ ] LVM configuration validation + - [ ] Package installation verification + - [ ] Service state checks + - [ ] Security hardening validation + - [ ] SSH configuration tests + - [ ] Firewall rule verification +- [ ] Implement verify.yml with testinfra or Ansible asserts +- [ ] Add edge case testing: + - [ ] Minimal resources scenario + - [ ] Different OS distributions + - [ ] Custom variable configurations +- [ ] Achieve >80% test coverage +- [ ] Document test scenarios in role README.md +- [ ] Create test report generation +- [ ] Add test metrics to CI/CD pipeline + +**Acceptance Criteria:** +- All critical paths tested +- >80% test coverage achieved +- Tests passing consistently +- Documentation updated + +--- + +### Week 4: Testing Documentation & Optimization + +#### Task 4.1: Create Comprehensive Testing Documentation +**Priority:** 🟡 MEDIUM | **Effort:** 4 hours + +**Todo List:** +- [ ] Create docs/testing.md with: + - [ ] Testing philosophy and approach + - [ ] Molecule usage guide + - [ ] Writing test cases + - [ ] Running tests locally + - [ ] Debugging failed tests + - [ ] CI/CD test integration +- [ ] Create cheatsheets/testing.md with: + - [ ] Common Molecule commands + - [ ] Quick test scenarios + - [ ] Troubleshooting tips +- [ ] Add testing section to CLAUDE.md +- [ ] Create video walkthrough (optional) +- [ ] Update CONTRIBUTING.md with testing requirements + +**Acceptance Criteria:** +- Comprehensive testing documentation +- Cheatsheet created +- Guidelines updated + +--- + +## Phase 2: Core Role Development (Weeks 5-8) + +### Week 5: Common Role Development + +#### Task 5.1: Create Common Base Role +**Priority:** 🔴 HIGH | **Effort:** 12 hours + +**Todo List:** +- [ ] Create role structure + ```bash + ansible-galaxy init roles/common + ``` +- [ ] Design role architecture: + - [ ] defaults/main.yml - Default variables + - [ ] vars/Debian.yml - Debian family specific vars + - [ ] vars/RedHat.yml - RedHat family specific vars + - [ ] tasks/main.yml - Main entry point + - [ ] tasks/packages.yml - Package installation + - [ ] tasks/users.yml - User management + - [ ] tasks/ssh.yml - SSH hardening + - [ ] tasks/time.yml - Time synchronization + - [ ] tasks/logging.yml - System logging + - [ ] templates/sshd_config.j2 - SSH config template + - [ ] templates/chrony.conf.j2 - Chrony config template + - [ ] handlers/main.yml - Service handlers +- [ ] Implement package installation logic + - Essential packages list (vim, htop, curl, wget, etc.) + - OS-specific package handling + - Package update mechanism +- [ ] Implement user management + - ansible user creation + - authorized_keys management + - sudo configuration (NOPASSWD) + - User groups +- [ ] Implement SSH hardening + - Disable root login + - Key-based authentication only + - Configure SSH timeouts + - Disable password authentication + - Configure allowed users +- [ ] Implement time synchronization + - Install and configure chrony + - Configure NTP servers + - Timezone configuration + - Verify time sync status +- [ ] Implement logging configuration + - Configure rsyslog + - Log rotation settings + - Remote syslog (optional) + - journald configuration +- [ ] Create comprehensive README.md +- [ ] Add proper tagging (install, configure, users, ssh, time, logging) +- [ ] Create Molecule tests +- [ ] Test on multiple distributions +- [ ] Document variables and examples + +**Acceptance Criteria:** +- Role complete and functional +- Tests passing on Debian and RHEL families +- Documentation complete +- Code passes ansible-lint + +--- + +#### Task 5.2: Create Common Role Documentation +**Priority:** 🟡 MEDIUM | **Effort:** 3 hours | **Depends On:** Task 5.1 + +**Todo List:** +- [ ] Create detailed roles/common/README.md + - Role purpose and features + - Requirements + - Variable documentation + - Example playbooks + - Dependencies + - Compatibility matrix +- [ ] Create docs/roles/common.md + - Architecture overview + - Design decisions + - Security considerations + - Best practices +- [ ] Create cheatsheets/common-role.md + - Quick usage examples + - Common scenarios + - Troubleshooting +- [ ] Add role to main README.md +- [ ] Update CHANGELOG.md + +**Acceptance Criteria:** +- Complete documentation +- Examples tested and working +- Cheatsheet created + +--- + +### Week 6: Security Hardening Role + +#### Task 6.1: Create Security Hardening Role +**Priority:** 🔴 HIGH | **Effort:** 16 hours + +**Todo List:** +- [ ] Create role structure + ```bash + ansible-galaxy init roles/security_hardening + ``` +- [ ] Design role architecture with tasks: + - [ ] tasks/main.yml - Orchestration + - [ ] tasks/selinux.yml - SELinux configuration (RHEL) + - [ ] tasks/apparmor.yml - AppArmor configuration (Debian) + - [ ] tasks/firewall.yml - Firewall setup + - [ ] tasks/fail2ban.yml - Fail2ban configuration + - [ ] tasks/aide.yml - File integrity monitoring + - [ ] tasks/auditd.yml - System auditing + - [ ] tasks/kernel.yml - Kernel hardening (sysctl) + - [ ] tasks/pam.yml - PAM configuration + - [ ] tasks/passwords.yml - Password policies + - [ ] tasks/network.yml - Network security +- [ ] Implement SELinux enforcement (RHEL family) + - Enable SELinux + - Set to enforcing mode + - Install setroubleshoot + - Configure custom policies (if needed) +- [ ] Implement AppArmor (Debian family) + - Enable AppArmor + - Install profiles + - Enforce profiles +- [ ] Implement firewall configuration + - Install firewalld (RHEL) or ufw (Debian) + - Configure default deny policy + - Allow SSH + - Allow custom ports (configurable) + - Enable firewall service +- [ ] Implement Fail2ban + - Install fail2ban + - Configure SSH jail + - Configure ban time and retry limits + - Email notifications (optional) +- [ ] Implement AIDE + - Install AIDE + - Initialize database + - Configure check schedules + - Email reports +- [ ] Implement auditd + - Install auditd + - Configure audit rules + - Log rotation + - Remote logging (optional) +- [ ] Implement kernel hardening + - Create sysctl security settings + - Disable IPv6 (optional) + - Enable ASLR + - Configure IP forwarding + - SYN flood protection +- [ ] Implement PAM configuration + - Password complexity + - Account lockout + - Login restrictions +- [ ] Implement password policies + - Password aging + - Password history + - Minimum password length +- [ ] Implement network security + - Disable unnecessary services + - Configure TCP wrappers + - Network parameter hardening +- [ ] Create templates for all configs +- [ ] Add CIS Benchmark compliance checks +- [ ] Create Molecule tests for all features +- [ ] Test on multiple distributions +- [ ] Create comprehensive documentation + +**Acceptance Criteria:** +- Role implements CIS Benchmark controls +- Tests passing on Debian and RHEL +- No security vulnerabilities +- Complete documentation + +--- + +### Week 7-8: Monitoring & Observability + +#### Task 7.1: Create Prometheus Node Exporter Role +**Priority:** 🟡 MEDIUM | **Effort:** 8 hours + +**Todo List:** +- [ ] Create role structure + ```bash + ansible-galaxy init roles/prometheus_node_exporter + ``` +- [ ] Implement installation + - Download node_exporter binary + - Verify checksum + - Install to /usr/local/bin + - Create systemd service +- [ ] Configure node_exporter + - Set listen address + - Configure collectors + - TLS configuration (optional) + - Basic auth (optional) +- [ ] Implement firewall rules + - Open port 9100 +- [ ] Create health check tasks +- [ ] Add monitoring validation +- [ ] Create Molecule tests +- [ ] Document configuration +- [ ] Create usage examples + +**Acceptance Criteria:** +- Role functional and tested +- Metrics accessible +- Documentation complete + +--- + +#### Task 7.2: Create Monitoring Client Role +**Priority:** 🟡 MEDIUM | **Effort:** 6 hours + +**Todo List:** +- [ ] Create unified monitoring role + ```bash + ansible-galaxy init roles/monitoring_client + ``` +- [ ] Integrate with: + - [ ] Prometheus node_exporter + - [ ] Grafana agent (logs) + - [ ] Optional: Custom exporters +- [ ] Create role dependencies in meta/main.yml +- [ ] Configure centralized logging +- [ ] Configure metrics collection +- [ ] Create monitoring playbook +- [ ] Document monitoring architecture +- [ ] Create monitoring dashboard examples + +**Acceptance Criteria:** +- Unified monitoring setup +- All components integrated +- Documentation complete + +--- + +## Phase 3: Secrets Management (Weeks 9-10) + +### Week 9: Ansible Vault Implementation + +#### Task 9.1: Configure Ansible Vault +**Priority:** 🔴 HIGH | **Effort:** 6 hours + +**Todo List:** +- [ ] Create vault structure in secrets repository + ``` + secrets/ + ├── production/ + │ ├── vault.yml (encrypted) + │ └── vault_password.txt (gitignored) + ├── staging/ + │ └── vault.yml + └── development/ + └── vault.yml + ``` +- [ ] Create vault password management procedure + - Document password generation + - Secure storage guidelines + - Rotation procedure +- [ ] Create vault templates + - Database credentials + - API keys + - SSL certificates + - SSH keys +- [ ] Encrypt existing secrets + ```bash + ansible-vault encrypt secrets/production/vault.yml + ``` +- [ ] Configure ansible.cfg for vault + ```ini + [defaults] + vault_password_file = ~/.ansible/vault_password.txt + ``` +- [ ] Create vault management scripts + - encrypt-secret.sh + - decrypt-secret.sh + - rotate-vault-password.sh +- [ ] Test vault operations + - Encrypt/decrypt + - Edit encrypted files + - Use in playbooks +- [ ] Document vault procedures in docs/secrets-management.md +- [ ] Create cheatsheet for vault operations +- [ ] Update CLAUDE.md with vault requirements + +**Acceptance Criteria:** +- Vault structure created +- Secrets encrypted +- Procedures documented +- Scripts tested and working + +--- + +#### Task 9.2: Implement Vault Best Practices +**Priority:** 🟡 MEDIUM | **Effort:** 4 hours | **Depends On:** Task 9.1 + +**Todo List:** +- [ ] Implement vault password rotation + - Create rotation procedure + - Test re-keying process + - Schedule regular rotations (90 days) +- [ ] Create vault usage patterns + - Variable precedence with vault + - Combining vault with group_vars + - Environment-specific vaults +- [ ] Implement vault validation + - Pre-commit hook for unencrypted secrets + - CI/CD checks for exposed secrets +- [ ] Create vault backup procedures + - Backup encrypted vaults + - Secure password backups + - Disaster recovery plan +- [ ] Document security considerations +- [ ] Create training materials +- [ ] Add vault examples to playbooks + +**Acceptance Criteria:** +- Best practices documented +- Validation working +- Backup procedures in place + +--- + +### Week 10: HashiCorp Vault (Optional) + +#### Task 10.1: Evaluate HashiCorp Vault +**Priority:** 🟢 LOW | **Effort:** 8 hours + +**Todo List:** +- [ ] Research HashiCorp Vault features +- [ ] Compare with Ansible Vault +- [ ] Evaluate deployment requirements +- [ ] Test Vault in development + - Install Vault server + - Configure authentication + - Test secret storage + - Test Ansible integration +- [ ] Document findings +- [ ] Create POC deployment +- [ ] Assess costs and benefits +- [ ] Make recommendation +- [ ] Document decision in ADR (Architecture Decision Record) + +**Acceptance Criteria:** +- Evaluation complete +- POC tested +- Recommendation documented + +--- + +## Phase 4: Application Deployment (Weeks 11-12) + +### Week 11: Web Server Roles + +#### Task 11.1: Create Nginx Role +**Priority:** 🟡 MEDIUM | **Effort:** 10 hours + +**Todo List:** +- [ ] Create role structure +- [ ] Implement Nginx installation + - Official repository setup + - Package installation + - Service management +- [ ] Configure Nginx + - Main configuration + - Virtual host templates + - SSL/TLS configuration + - Security headers + - Rate limiting +- [ ] Implement SSL certificate management + - Let's Encrypt integration + - Certificate renewal + - Self-signed certificates (dev) +- [ ] Configure logging + - Access logs + - Error logs + - Log rotation +- [ ] Implement security hardening + - Hide version + - Disable unnecessary modules + - Security headers (HSTS, CSP, etc.) +- [ ] Create health checks +- [ ] Add firewall rules +- [ ] Create Molecule tests +- [ ] Document configuration options +- [ ] Create usage examples + +**Acceptance Criteria:** +- Role functional and secure +- SSL working +- Tests passing +- Documentation complete + +--- + +### Week 12: Database Roles + +#### Task 12.1: Create PostgreSQL Role +**Priority:** 🟡 MEDIUM | **Effort:** 12 hours + +**Todo List:** +- [ ] Create role structure +- [ ] Implement PostgreSQL installation + - Official repository + - Version selection + - Package installation +- [ ] Configure PostgreSQL + - Main configuration (postgresql.conf) + - Authentication (pg_hba.conf) + - Connection limits + - Memory settings + - Logging configuration +- [ ] Implement database management + - Create databases + - Create users + - Grant privileges + - Password management (vault integration) +- [ ] Implement backup configuration + - pg_dump automation + - Backup schedules + - Retention policy + - Backup verification +- [ ] Implement replication (optional) + - Primary/replica setup + - Streaming replication + - Failover procedures +- [ ] Security hardening + - Network restrictions + - SSL connections + - Password encryption +- [ ] Add monitoring + - PostgreSQL exporter + - Query statistics +- [ ] Create Molecule tests +- [ ] Document administration procedures +- [ ] Create backup/restore guides + +**Acceptance Criteria:** +- Role functional and secure +- Backup working +- Tests passing +- Documentation complete + +--- + +## Tracking and Reporting + +### Issue Creation +Each task above should be created as an issue in Gitea: + +```bash +# Example using Gitea API +curl -X POST "https://git.mymx.me/api/v1/repos/ansible/infra-automation/issues" \ + -H "Content-Type: application/json" \ + -u "ansible@mymx.me:PASSWORD" \ + -d '{ + "title": "Task 1.1: Create Inventories Repository", + "body": "[Task details from execution plan]", + "labels": ["enhancement", "phase-1", "high-priority"] + }' +``` + +### Progress Tracking + +Create labels in Gitea: +- `phase-1`, `phase-2`, `phase-3`, `phase-4` +- `priority-high`, `priority-medium`, `priority-low` +- `status-todo`, `status-in-progress`, `status-blocked`, `status-done` +- `type-feature`, `type-bug`, `type-docs`, `type-test` + +### Weekly Review Process + +1. **Monday:** Week planning, assign tasks +2. **Wednesday:** Mid-week check-in, unblock issues +3. **Friday:** Week review, update roadmap +4. **Monthly:** Progress report, roadmap adjustment + +### Reporting Template + +```markdown +## Weekly Progress Report - Week X + +### Completed Tasks +- [x] Task X.X: Description +- [x] Task X.X: Description + +### In Progress Tasks +- [ ] Task X.X: Description (75% complete) +- [ ] Task X.X: Description (40% complete) + +### Blocked Tasks +- [ ] Task X.X: Description + - Blocker: [description] + - Resolution plan: [plan] + +### Next Week Plan +- [ ] Task X.X: Description +- [ ] Task X.X: Description + +### Metrics +- Tasks completed: X +- Tests written: X +- Test coverage: X% +- Roles created: X +- Documentation pages: X + +### Risks and Issues +- [Issue description and mitigation] +``` + +--- + +## Success Criteria Summary + +### Phase 1 Success (Week 4) +- ✅ Inventories repository created and integrated +- ✅ CI/CD pipeline operational +- ✅ Molecule testing framework working +- ✅ deploy_linux_vm role has >80% test coverage +- ✅ All documentation updated + +### Phase 2 Success (Week 8) +- ✅ Common role production-ready +- ✅ Security hardening role complete +- ✅ Monitoring client role functional +- ✅ All roles tested on Debian and RHEL +- ✅ Complete documentation for all roles + +### Phase 3 Success (Week 10) +- ✅ Ansible Vault implemented +- ✅ All secrets encrypted +- ✅ Vault procedures documented +- ✅ HashiCorp Vault evaluated + +### Phase 4 Success (Week 12) +- ✅ Nginx role production-ready +- ✅ PostgreSQL role complete +- ✅ Application deployment patterns established +- ✅ Backup procedures implemented + +--- + +**Document Owner:** Ansible Infrastructure Team +**Last Updated:** 2025-11-10 +**Next Review:** Weekly diff --git a/ROADMAP.md b/ROADMAP.md new file mode 100644 index 0000000..054de34 --- /dev/null +++ b/ROADMAP.md @@ -0,0 +1,430 @@ +# Ansible Infrastructure Automation - Roadmap + +This document outlines the strategic direction, goals, and objectives for the Ansible infrastructure automation project. + +**Last Updated:** 2025-11-10 +**Version:** 1.0 +**Status:** Active Development + +--- + +## Vision + +Build a comprehensive, security-first Ansible infrastructure automation framework that enables rapid, reliable, and secure deployment and management of enterprise infrastructure across multiple environments, platforms, and scale. + +## Guiding Principles + +1. **Security First** - All implementations must follow CIS Benchmarks and NIST guidelines +2. **Infrastructure as Code** - Everything documented, versioned, and reproducible +3. **Cloud Native** - Support for multi-cloud and hybrid infrastructures +4. **Modularity** - Reusable, composable roles and playbooks +5. **Documentation** - Comprehensive documentation for all components +6. **Testing** - Automated testing with Molecule and CI/CD integration + +--- + +## Current State (v0.1.0) + +### Completed ✅ +- [x] Core project structure and git repository +- [x] Security-first guidelines and standards (CLAUDE.md) +- [x] Dynamic inventory plugins (libvirt_kvm, ssh_config) +- [x] VM deployment role (deploy_linux_vm) with LVM support +- [x] Multi-distribution support (Debian/RHEL families) +- [x] Cloud-init and preseed templates +- [x] Basic documentation and cheatsheets +- [x] Private secrets repository (git submodule) +- [x] SSH hardening configurations + +### Current Gaps 🔍 +- [ ] Limited role library (only 1 role) +- [ ] No CI/CD pipeline +- [ ] No centralized secrets management (Vault) +- [ ] Limited monitoring/observability +- [ ] No automated testing framework +- [ ] No container orchestration support +- [ ] Missing application deployment roles +- [ ] No disaster recovery procedures + +--- + +## Short-Term Roadmap (Q1-Q2 2025) + +### Phase 1: Foundation Strengthening (Weeks 1-4) + +#### 1.1 Infrastructure Repository Organization +**Priority:** HIGH +**Timeline:** Week 1 + +- [ ] Create separate `inventories` public repository +- [ ] Set up proper inventory structure (production/staging/development) +- [ ] Implement inventory as git submodule +- [ ] Document inventory management procedures +- [ ] Create example dynamic inventory configurations + +#### 1.2 CI/CD Pipeline Setup +**Priority:** HIGH +**Timeline:** Week 2 + +- [ ] Set up Gitea Actions or Jenkins integration +- [ ] Implement ansible-lint automation +- [ ] Add YAML syntax validation +- [ ] Create pre-commit hooks for quality checks +- [ ] Set up automated testing on pull requests +- [ ] Configure branch protection rules + +#### 1.3 Testing Framework +**Priority:** HIGH +**Timeline:** Week 3-4 + +- [ ] Install and configure Molecule +- [ ] Create Molecule scenarios for existing roles +- [ ] Set up Docker/Podman for test containers +- [ ] Document testing procedures +- [ ] Add test coverage for deploy_linux_vm role +- [ ] Create testing cheatsheet + +### Phase 2: Core Role Development (Weeks 5-8) + +#### 2.1 Base System Roles +**Priority:** HIGH +**Timeline:** Week 5-6 + +- [ ] **common** - Base system configuration role + - Essential package installation + - User and group management + - SSH hardening + - Time synchronization (chrony) + - System logging (rsyslog) + +- [ ] **security_hardening** - Security baseline role + - CIS Benchmark compliance + - SELinux/AppArmor configuration + - Firewall rules (firewalld/ufw) + - Fail2ban setup + - AIDE file integrity monitoring + - Auditd configuration + +#### 2.2 Monitoring & Observability +**Priority:** MEDIUM +**Timeline:** Week 7-8 + +- [ ] **prometheus_node_exporter** - Metrics collection +- [ ] **grafana_agent** - Log and metric forwarding +- [ ] **monitoring_client** - Unified monitoring setup +- [ ] Create centralized monitoring playbook +- [ ] Document monitoring architecture + +### Phase 3: Secrets Management (Weeks 9-10) + +#### 3.1 Ansible Vault Integration +**Priority:** HIGH +**Timeline:** Week 9 + +- [ ] Set up Ansible Vault for production secrets +- [ ] Create vault management procedures +- [ ] Implement vault password rotation policy +- [ ] Document vault usage patterns +- [ ] Create vault templates for common secrets + +#### 3.2 HashiCorp Vault (Optional) +**Priority:** MEDIUM +**Timeline:** Week 10 + +- [ ] Evaluate HashiCorp Vault integration +- [ ] Create Vault deployment role +- [ ] Implement dynamic secrets for cloud providers +- [ ] Document Vault workflows + +### Phase 4: Application Deployment (Weeks 11-12) + +#### 4.1 Web Server Roles +**Priority:** MEDIUM +**Timeline:** Week 11 + +- [ ] **nginx** - Web server role +- [ ] **apache** - Alternative web server +- [ ] SSL/TLS certificate management +- [ ] Load balancer configuration + +#### 4.2 Database Roles +**Priority:** MEDIUM +**Timeline:** Week 12 + +- [ ] **postgresql** - PostgreSQL deployment +- [ ] **mysql** - MySQL/MariaDB deployment +- [ ] Backup and recovery procedures +- [ ] Replication setup + +--- + +## Long-Term Roadmap (Q3-Q4 2025 and Beyond) + +### Phase 5: Cloud Infrastructure (Q3 2025) + +#### 5.1 Multi-Cloud Support +**Priority:** MEDIUM +**Timeline:** Months 7-8 + +- [ ] AWS infrastructure roles + - EC2 instance management + - VPC and networking + - RDS database provisioning + - S3 backup integration + - CloudWatch monitoring + +- [ ] Azure infrastructure roles + - Virtual machine deployment + - Azure networking + - Azure Database services + - Azure Monitor integration + +- [ ] GCP infrastructure roles + - Compute Engine management + - VPC networking + - Cloud SQL provisioning + - Stackdriver integration + +#### 5.2 Terraform Integration +**Priority:** LOW +**Timeline:** Month 9 + +- [ ] Terraform module development +- [ ] Ansible + Terraform workflow +- [ ] Infrastructure provisioning automation +- [ ] State management procedures + +### Phase 6: Container Orchestration (Q3 2025) + +#### 6.1 Docker Support +**Priority:** MEDIUM +**Timeline:** Month 8 + +- [ ] **docker** - Docker installation and configuration +- [ ] **docker_compose** - Docker Compose applications +- [ ] Container registry setup (Harbor) +- [ ] Container security scanning + +#### 6.2 Kubernetes Support +**Priority:** MEDIUM +**Timeline:** Months 9-10 + +- [ ] **k8s_cluster** - Kubernetes cluster deployment +- [ ] **k8s_apps** - Application deployment to K8s +- [ ] Helm chart management +- [ ] Service mesh integration (Istio/Linkerd) +- [ ] K8s monitoring (Prometheus Operator) + +### Phase 7: Advanced Features (Q4 2025) + +#### 7.1 Network Automation +**Priority:** LOW +**Timeline:** Month 10 + +- [ ] Network device configuration (Cisco, Juniper) +- [ ] SDN integration +- [ ] Network monitoring +- [ ] Firewall rule automation + +#### 7.2 Backup & Disaster Recovery +**Priority:** HIGH +**Timeline:** Month 11 + +- [ ] **backup** - Backup automation role + - Restic/Borg integration + - S3/MinIO backend support + - Backup scheduling + - Restore procedures + +- [ ] Disaster recovery playbooks +- [ ] Business continuity documentation +- [ ] Recovery time objective (RTO) procedures + +#### 7.3 Compliance & Audit +**Priority:** MEDIUM +**Timeline:** Month 12 + +- [ ] Automated compliance scanning (OpenSCAP) +- [ ] CIS Benchmark automation +- [ ] STIG compliance roles +- [ ] Audit log aggregation +- [ ] Compliance reporting + +### Phase 8: Platform Services (Q1 2026) + +#### 8.1 Service Deployment Roles + +- [ ] **mail_server** - Email infrastructure (Postfix, Dovecot) +- [ ] **dns_server** - DNS services (BIND, PowerDNS) +- [ ] **ldap** - Directory services (OpenLDAP, FreeIPA) +- [ ] **vpn** - VPN services (WireGuard, OpenVPN) +- [ ] **reverse_proxy** - Reverse proxy (Traefik, HAProxy) +- [ ] **certificate_authority** - Internal CA management + +#### 8.2 Developer Tools + +- [ ] **gitlab** - GitLab deployment +- [ ] **jenkins** - CI/CD pipeline +- [ ] **nexus** - Artifact repository +- [ ] **sonarqube** - Code quality analysis + +### Phase 9: Advanced Monitoring (Q1 2026) + +#### 9.1 Full Observability Stack + +- [ ] **prometheus** - Metrics collection server +- [ ] **grafana** - Visualization and dashboards +- [ ] **loki** - Log aggregation +- [ ] **tempo** - Distributed tracing +- [ ] **alertmanager** - Alert routing +- [ ] **oncall** - Incident management + +#### 9.2 APM Integration + +- [ ] Application Performance Monitoring +- [ ] Distributed tracing +- [ ] Service dependency mapping +- [ ] SLO/SLA tracking + +### Phase 10: Continuous Improvement (Ongoing) + +#### 10.1 Performance Optimization + +- [ ] Fact caching implementation +- [ ] Connection pooling optimization +- [ ] Async task execution +- [ ] Playbook profiling and optimization +- [ ] Inventory caching strategies + +#### 10.2 Documentation & Training + +- [ ] Video tutorials +- [ ] Interactive documentation +- [ ] Training materials +- [ ] Best practices guide +- [ ] Architecture decision records (ADRs) + +#### 10.3 Community & Collaboration + +- [ ] Ansible Galaxy collection publication +- [ ] Open source contributions +- [ ] Community role integration +- [ ] Security advisory process + +--- + +## Success Metrics + +### Technical Metrics +- **Test Coverage:** >80% role coverage with Molecule tests +- **Deployment Time:** <5 minutes for standard VM deployment +- **Inventory Scale:** Support for 1000+ managed nodes +- **Role Library:** 50+ production-ready roles +- **Documentation:** 100% role documentation coverage + +### Security Metrics +- **Security Compliance:** 95%+ CIS Benchmark compliance +- **Vulnerability Response:** Patches within 24 hours of disclosure +- **Secret Rotation:** 100% automated secret rotation +- **Audit Coverage:** Complete audit trails for all changes + +### Operational Metrics +- **Uptime:** 99.9% automation availability +- **Change Success Rate:** >95% successful deployments +- **Mean Time to Recovery (MTTR):** <30 minutes +- **Automation Coverage:** 90%+ of infrastructure tasks automated + +--- + +## Risk Assessment + +### Technical Risks + +| Risk | Impact | Probability | Mitigation | +|------|--------|-------------|------------| +| Breaking changes in Ansible versions | HIGH | MEDIUM | Pin Ansible versions, thorough testing | +| Dynamic inventory failures | HIGH | MEDIUM | Fallback mechanisms, caching | +| Secret exposure | CRITICAL | LOW | Vault encryption, access controls | +| Role dependencies conflicts | MEDIUM | MEDIUM | Dependency versioning, testing | +| Scale performance issues | MEDIUM | LOW | Performance testing, optimization | + +### Organizational Risks + +| Risk | Impact | Probability | Mitigation | +|------|--------|-------------|------------| +| Insufficient resources | HIGH | MEDIUM | Prioritization, phased approach | +| Knowledge concentration | MEDIUM | MEDIUM | Documentation, training | +| Scope creep | MEDIUM | HIGH | Clear milestones, change control | +| Integration complexity | MEDIUM | MEDIUM | POCs, incremental integration | + +--- + +## Dependencies + +### External Dependencies +- Ansible Core 2.10+ +- Python 3.8+ +- Git infrastructure (Gitea) +- Testing infrastructure (Docker/Podman) +- Cloud provider APIs (AWS, Azure, GCP) + +### Internal Dependencies +- Network infrastructure +- Hypervisor platforms (KVM/libvirt) +- Monitoring infrastructure +- Secret management system +- CI/CD pipeline + +--- + +## Resource Requirements + +### Personnel +- **Primary Developer:** 1 FTE (Full-Time Equivalent) +- **Security Reviewer:** 0.25 FTE +- **Documentation Writer:** 0.25 FTE +- **Testing Engineer:** 0.5 FTE (Phases 1-2) + +### Infrastructure +- Development environment (existing) +- Test infrastructure (Docker/Podman) +- CI/CD system (Gitea Actions or Jenkins) +- Monitoring stack (Prometheus + Grafana) + +### Tools & Services +- Ansible (open source) +- Molecule testing framework +- Git version control (Gitea - existing) +- Container runtime (Docker/Podman) +- Optional: HashiCorp Vault + +--- + +## Review & Update Process + +This roadmap will be reviewed and updated: +- **Monthly:** Progress review and milestone adjustments +- **Quarterly:** Strategic direction assessment +- **Annually:** Major version planning and long-term goals + +### Stakeholders +- Infrastructure Team Lead +- Security Team Representative +- DevOps Engineers +- System Administrators + +--- + +## Appendix: Related Documents + +- [CHANGELOG.md](CHANGELOG.md) - Version history and changes +- [CLAUDE.md](CLAUDE.md) - Development guidelines and standards +- [README.md](README.md) - Project overview and quick start +- [docs/](docs/) - Detailed documentation +- [cheatsheets/](cheatsheets/) - Quick reference guides + +--- + +**Next Review Date:** 2025-12-10 +**Roadmap Owner:** Ansible Infrastructure Team +**Document Status:** Active