2026-05-30 14:10:01 +02:00
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# Runbook — Adding a new Ansible role
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## When to create a new role
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Create a new role when you need to manage a distinct, reusable unit of
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configuration — a service, a system component, or a behaviour applied to
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a group of hosts.
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Do not create a role for a single task that logically belongs in an existing role.
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## Procedure
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### 1. Scaffold the role
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```bash
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make new-role NAME=<rolename>
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```
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This creates the full directory structure and placeholder files under `roles/<rolename>/`.
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### 2. Fill in meta/main.yml
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```yaml
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galaxy_info:
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role_name: <rolename>
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author: <your name>
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description: <one sentence>
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min_ansible_version: "2.15"
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platforms:
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- name: Debian
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versions:
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- trixie # Debian 13
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```
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### 3. Define defaults
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Add all tuneable variables to `defaults/main.yml` with inline comments explaining
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each variable. Use the `rolename__varname` namespace convention.
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### 4. Write tasks
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- Use FQCN for all modules
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- Every task must have a `name:` that reads as a sentence
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- Every task must have at least one `tags:` entry
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- Notify handlers by `listen:` topic string, not handler name
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### 5. Configure Molecule
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Edit `molecule/default/molecule.yml` to use the Debian 13 test image.
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Write a `converge.yml` that applies the role. Write a `verify.yml` that
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asserts the expected state.
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### 6. Write the README
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Document:
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- Purpose of the role (one paragraph)
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- All variables from `defaults/main.yml` with types, defaults, and descriptions
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- Example playbook usage
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- Any dependencies or prerequisites
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### 7. Test locally
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```bash
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make test ROLE=<rolename>
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```
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Fix any lint or test failures before committing.
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### 8. Add to a playbook
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Add the role to the appropriate playbook in `playbooks/` and add the host group
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to `inventories/staging/hosts.yml` for integration testing.
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2026-06-04 14:39:51 +02:00
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### 9. Clear the security checklist (services)
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If the role is a **service** — especially one reachable beyond its own host —
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walk `docs/security/service-checklist.md` and confirm every item passes (secrets
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in vault, no default creds, least-privilege, declared firewall ports, behind the
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reverse proxy with auth if exposed). Record any conscious deviation in
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`docs/security/accepted-risks.md`. This bar is established by ADR-002; enforcement
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is manual in review today, with the planned `/security-review` to automate it.
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### 10. Commit
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2026-05-30 14:10:01 +02:00
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```bash
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git checkout -b role/<rolename>
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git add roles/<rolename>
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git commit -m "Add <rolename> role"
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2026-05-30 19:10:58 +02:00
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# merge to main once make test passes, then delete the branch
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2026-05-30 14:10:01 +02:00
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```
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