Add comprehensive roadmap and execution plan

- Add ROADMAP.md with short-term and long-term objectives
  - Phase 1-4: Short-term (12 weeks)
  - Phase 5-10: Long-term (2025-2026)
  - Success metrics and KPIs
  - Risk assessment and mitigation
  - Resource requirements

- Add EXECUTION_PLAN.md with detailed todo lists
  - Week-by-week breakdown of Phase 1-4
  - Actionable tasks with priorities and effort estimates
  - Acceptance criteria for each task
  - Issue tracking guidance
  - Progress reporting templates

- Update CLAUDE.md with correct login credentials
  - Use ansible@mymx.me as login for services

Roadmap covers:
- Foundation strengthening (inventories, CI/CD, testing)
- Core role development (common, security, monitoring)
- Secrets management (Ansible Vault, HashiCorp Vault)
- Application deployment (nginx, postgresql)
- Cloud infrastructure (AWS, Azure, GCP)
- Container orchestration (Docker, Kubernetes)
- Advanced features (backup, compliance, observability)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
2025-11-10 23:49:42 +01:00
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@@ -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

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EXECUTION_PLAN.md Normal file
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# 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

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# 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