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ansible-fundamentals

This skill should be used when writing Ansible playbooks, creating Ansible tasks, running ansible-playbook commands, selecting Ansible modules, or working with Ansible collections. Provides golden rules, FQCN requirements, module selection guidance, and execution patterns using uv run.

$ 설치

git clone https://github.com/basher83/lunar-claude /tmp/lunar-claude && cp -r /tmp/lunar-claude/plugins/infrastructure/ansible-workflows/skills/ansible-fundamentals ~/.claude/skills/lunar-claude

// tip: Run this command in your terminal to install the skill


name: ansible-fundamentals description: > This skill should be used when writing Ansible playbooks, creating Ansible tasks, running ansible-playbook commands, selecting Ansible modules, or working with Ansible collections. Provides golden rules, FQCN requirements, module selection guidance, and execution patterns using uv run.

Ansible Fundamentals

Core principles and golden rules for writing production-quality Ansible automation.

Golden Rules

These rules apply to ALL Ansible code in this repository:

  1. Use uv run prefix - Execute all Ansible commands through uv:

    uv run ansible-playbook playbooks/my-playbook.yml
    uv run ansible-lint
    uv run ansible-galaxy collection install -r requirements.yml
    
  2. Fully Qualified Collection Names (FQCN) - Avoid short module names:

    # CORRECT
    - name: Install package
      ansible.builtin.apt:
        name: nginx
        state: present
    
    # WRONG - deprecated short names
    - name: Install package
      apt:
        name: nginx
    
  3. Control command/shell modules - Add changed_when and failed_when:

    - name: Check if service exists
      ansible.builtin.command: systemctl status myservice
      register: service_check
      changed_when: false
      failed_when: false
    
  4. Use set -euo pipefail - In all shell scripts and shell module calls:

    - name: Run pipeline command
      ansible.builtin.shell: |
        set -euo pipefail
        cat file.txt | grep pattern | wc -l
      args:
        executable: /bin/bash
    
  5. Tag sensitive tasks - Use no_log: true for secrets:

    - name: Set database password
      ansible.builtin.command: set-password {{ db_password }}
      no_log: true
    
  6. Idempotency first - Check before create, verify after.

  7. Descriptive task names - Start with action verbs (Ensure, Configure, Install, Create).

Module Selection Guide

Decision Matrix

NeedUseWhy
Install packagesansible.builtin.apt/yum/dnfNative modules handle state
Manage filesansible.builtin.copy/template/fileIdempotent by default
Edit config linesansible.builtin.lineinfileSurgical edits, not full replace
Run commandsansible.builtin.commandWhen no native module exists
Need shell featuresansible.builtin.shellPipes, redirects, globs
Manage servicesansible.builtin.systemd/serviceState management built-in
Manage usersansible.builtin.userCross-platform, idempotent

Prefer Native Modules

Native modules provide:

  • Built-in idempotency (no need for changed_when)
  • Better error handling
  • Cross-platform compatibility
  • Clear documentation
# PREFER native module
- name: Create user
  ansible.builtin.user:
    name: deploy
    groups: docker
    state: present

# AVOID command when module exists
- name: Create user
  ansible.builtin.command: useradd -G docker deploy
  # Requires: changed_when, failed_when, idempotency logic

When Command/Shell is Acceptable

Use command or shell modules when:

  1. No native module exists for the operation
  2. Interacting with vendor CLI tools (pvecm, pveceph, kubectl)
  3. Running one-off scripts

Add proper controls:

- name: Create Proxmox API token
  ansible.builtin.command: >
    pveum user token add {{ username }}@pam {{ token_name }}
  register: token_result
  changed_when: "'already exists' not in token_result.stderr"
  failed_when:
    - token_result.rc != 0
    - "'already exists' not in token_result.stderr"
  no_log: true

Collections in Use

This repository uses these Ansible collections:

CollectionPurposeExample Modules
ansible.builtinCore functionalitycopy, template, command, user
ansible.posixPOSIX systemsauthorized_key, synchronize
community.generalGeneral utilitiesinterfaces_file, ini_file
community.proxmoxProxmox VEproxmox_vm, proxmox_kvm
infisical.vaultSecrets managementread_secrets
community.dockerDocker managementdocker_container, docker_image

Installing Collections

# Install from requirements
cd ansible && uv run ansible-galaxy collection install -r requirements.yml

# Install specific collection
uv run ansible-galaxy collection install community.proxmox

Common Execution Patterns

Running Playbooks

# Basic execution
uv run ansible-playbook playbooks/my-playbook.yml

# With extra variables
uv run ansible-playbook playbooks/create-vm.yml \
  -e "vm_name=docker-01" \
  -e "vm_memory=4096"

# Limit to specific hosts
uv run ansible-playbook playbooks/update.yml --limit proxmox

# Check mode (dry run)
uv run ansible-playbook playbooks/deploy.yml --check --diff

# With tags
uv run ansible-playbook playbooks/setup.yml --tags "network,storage"

Linting

# Run ansible-lint
mise run ansible-lint

# Or directly
uv run ansible-lint ansible/playbooks/

Task Naming Conventions

Use descriptive names with action verbs:

VerbUse When
EnsureVerifying state exists
ConfigureModifying settings
InstallAdding packages
CreateMaking new resources
RemoveDeleting resources
DeployReleasing applications
UpdateModifying existing resources

Examples:

- name: Ensure Docker is installed
- name: Configure SSH security settings
- name: Create admin user account
- name: Deploy application configuration

Variable Naming

Use snake_case with descriptive names:

# GOOD - clear, descriptive
proxmox_api_user: terraform@pam
docker_compose_version: "2.24.0"
vm_memory_mb: 4096

# BAD - vague, abbreviated
pve_usr: terraform@pam
dc_ver: "2.24.0"
mem: 4096

Quick Reference Commands

# Lint all Ansible files
mise run ansible-lint

# Run playbook with secrets from Infisical
cd ansible && uv run ansible-playbook playbooks/my-playbook.yml

# Check syntax
uv run ansible-playbook --syntax-check playbooks/my-playbook.yml

# List hosts in inventory
uv run ansible-inventory --list

# Test connection
uv run ansible all -m ping

Common Anti-Patterns

Missing FQCN

# BAD
- name: Copy file
  copy:
    src: file.txt
    dest: /tmp/

# GOOD
- name: Copy file
  ansible.builtin.copy:
    src: file.txt
    dest: /tmp/

Uncontrolled Commands

# BAD - always shows changed, no error handling
- name: Check status
  ansible.builtin.command: systemctl status app

# GOOD
- name: Check status
  ansible.builtin.command: systemctl status app
  register: status_check
  changed_when: false
  failed_when: false

Using shell When command Suffices

# BAD - shell not needed
- name: List files
  ansible.builtin.shell: ls -la /tmp

# GOOD - command is sufficient
- name: List files
  ansible.builtin.command: ls -la /tmp
  changed_when: false

Missing no_log on Secrets

# BAD - password in logs
- name: Set password
  ansible.builtin.command: set-password {{ password }}

# GOOD
- name: Set password
  ansible.builtin.command: set-password {{ password }}
  no_log: true

Related Skills

  • ansible-idempotency - Detailed changed_when/failed_when patterns
  • ansible-secrets - Infisical integration and security
  • ansible-proxmox - Proxmox-specific module selection
  • ansible-error-handling - Block/rescue, retry patterns

Repository

basher83
basher83
Author
basher83/lunar-claude/plugins/infrastructure/ansible-workflows/skills/ansible-fundamentals
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Updated3d ago
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