# CHANGELOG ## Version 2.0 - Production-Grade Improvements (2025-11-15) ### Major Changes #### 1. Architecture Refactoring - **ADDED**: Split `tasks/main.yml` into 6 modular task files - **ADDED**: `tasks/preflight-checks.yml` - Environment validation - **ADDED**: `tasks/download-image.yml` - Debian image with caching - **ADDED**: `tasks/create-vm.yml` - Idempotent VM creation - **ADDED**: `tasks/configure-vm.yml` - Disk, Cloud-Init, TPM, GPU - **ADDED**: `tasks/create-template.yml` - Idempotent template conversion - **ADDED**: `tasks/create-clones.yml` - Clone deployment with per-clone error handling - **CHANGED**: `tasks/main.yml` now orchestrates subtasks via `include_tasks` - **BENEFIT**: Each stage is independent, testable, and reusable #### 2. Error Handling - **ADDED**: Block/rescue error handling to all major operations - **ADDED**: Automatic retry logic (3 retries, 5-second delays) - **ADDED**: Context-aware error messages with next steps - **ADDED**: Validation checks before operations - **BENEFIT**: Clear failures with guidance, not silent errors #### 3. Idempotency - **ADDED**: Status checks before all state-changing operations - **FIXED**: Template conversion (was broken on re-run) - Before: Used non-existent `.lock` file as idempotency marker - After: Checks actual `template: 1` flag in VM config - **ADDED**: VM existence check before creation - **ADDED**: Clone existence check before cloning - **ADDED**: Image existence check before download - **BENEFIT**: Safe to re-run playbook multiple times #### 4. Pre-flight Validation - **ADDED**: Comprehensive pre-flight checks (20+ validations) - Proxmox installation and version - User permissions for `qm` commands - Storage pool existence and accessibility - SSH key file existence and readability - VM ID uniqueness and format - Clone ID uniqueness and format - IP address format validation (CIDR) - Gateway IP validation - DNS server IP validation - Snippets directory existence - **BENEFIT**: Fail fast with clear messages, not 50% through playbook #### 5. Configuration Improvements - **IMPROVED**: `defaults/main.yml` with extensive documentation - **ADDED**: Retry and timeout configuration variables - **ADDED**: Debug mode option - **ADDED**: Security warnings and Vault integration example - **CHANGED**: Better-organized variable sections with headers - **BENEFIT**: Clear, maintainable configuration #### 6. Task Enhancements ##### download-image.yml - **ADDED**: Caching (skips re-download if exists) - **ADDED**: Directory creation if missing - **ADDED**: Automatic retry on download failure - **ADDED**: Image integrity verification (size check) - **ADDED**: Image info display (size, date) ##### create-vm.yml - **ADDED**: VM existence check - **ADDED**: Error handling with meaningful messages - **ADDED**: Verification after creation - **ADDED**: Status messages before and after ##### configure-vm.yml - **ADDED**: Block/rescue for disk configuration - **ADDED**: SSH key validation before use - **ADDED**: Retry logic for disk import - **ADDED**: Cloud-Init snippet validation - **ADDED**: Separate blocks for TPM, disk, GPU configs - **IMPROVED**: Better error recovery ##### create-template.yml - **FIXED**: Idempotent template conversion (major fix!) - **ADDED**: VM stop verification before conversion - **ADDED**: Template status check - **ADDED**: Proper error handling - **CHANGED**: Skip if already templated ##### create-clones.yml - **ADDED**: Per-clone error handling (loop with block/rescue) - **ADDED**: Clone existence check - **ADDED**: Clone list validation - **ADDED**: Individual clone result reporting - **BENEFIT**: One failed clone doesn't stop others #### 7. Cloud-Init Improvements - **ADDED**: SSH key readability check - **ADDED**: Snippet file validation - **IMPROVED**: Cloud-Init configuration application - **BENEFIT**: Clear errors if configuration fails #### 8. Helper Utilities - **ADDED**: `tasks/helpers.yml` with reusable functions - `check_vm_exists` - Check if VM exists - `check_template` - Check if VM is template - `check_vm_status` - Get VM status - `check_storage` - Check storage space - `validate_vm_id` - Validate VM ID format - `get_vm_info` - Read VM configuration - `list_vms` - List all VMs - `cleanup_snippets` - Remove old snippets - **BENEFIT**: Reusable functions for automation #### 9. Logging & Visibility - **ADDED**: Task naming convention `[STAGE] Action: description` - **ADDED**: Progress banner at playbook start - **ADDED**: Completion summary at playbook end - **ADDED**: Per-operation status messages - **ADDED**: Rich debug output throughout - **BENEFIT**: Clear visibility into what's happening #### 10. Documentation - **ADDED**: `IMPROVEMENTS.md` - Detailed guide with before/after - **ADDED**: `QUICK_REFERENCE.md` - Commands and troubleshooting - **ADDED**: `IMPLEMENTATION_SUMMARY.md` - Overview and manifest - **ADDED**: `CHANGELOG.md` - This file - **ADDED**: Extensive inline comments in all task files - **IMPROVED**: `defaults/main.yml` comments and structure ### Backward Compatibility ⚠️ **Breaking Changes**: None - role is backward compatible - Old `create_clones` and `make_template` variables still work - Old task structure wrapped in new modular approach - All existing variables are preserved - Default values unchanged ### Migration 1. Replace task files with new versions 2. Update `defaults/main.yml` (new options are optional) 3. Run `--tags preflight -vvv` to verify environment 4. Test with `--check` flag 5. Run normally ### Known Issues Fixed | Issue | Before | After | |-------|--------|-------| | Template conversion fails on re-run | ❌ Broken | ✅ Idempotent | | No validation of SSH key | ❌ Silent failure | ✅ Checked before use | | One failed clone stops all clones | ❌ All-or-nothing | ✅ Per-clone handling | | Poor error messages | ❌ Generic errors | ✅ Context-aware | | No pre-flight validation | ❌ Fails mid-playbook | ✅ Early validation | | Can't re-run playbook safely | ❌ Fails or duplicates | ✅ Idempotent | ### Performance Improvements - **Image caching**: No re-download if already present - **Selective execution**: Use tags to skip expensive operations - **Retry logic**: Automatic recovery without manual intervention ### Testing Recommendations ```bash # 1. Validate environment ansible-playbook tasks/main.yml --tags preflight -vvv # 2. Dry run ansible-playbook tasks/main.yml --check -vv # 3. Full test ansible-playbook tasks/main.yml -vv # 4. Verify idempotency (re-run) ansible-playbook tasks/main.yml -vv # 5. Add clones only ansible-playbook tasks/main.yml --tags clones -vv ``` ### Configuration Examples Added - Minimal DHCP setup - Production static IP setup - TPM + Vault integration - Multi-clone scenarios ### Security Enhancements - SSH key validation before use - Permissions checking for `qm` command - Ansible Vault integration example - Clear security warnings in comments ### Files Status | File | Status | Notes | |------|--------|-------| | `tasks/main.yml` | Refactored | Now an orchestrator | | `tasks/preflight-checks.yml` | New | 20+ checks | | `tasks/download-image.yml` | Improved | Caching + validation | | `tasks/create-vm.yml` | Improved | Idempotent + error handling | | `tasks/configure-vm.yml` | Improved | Block/rescue for each feature | | `tasks/create-template.yml` | Improved | Fixed idempotency bug | | `tasks/create-clones.yml` | Improved | Per-clone error handling | | `tasks/helpers.yml` | New | 8 utility functions | | `defaults/main.yml` | Improved | Documentation + new options | | `templates/cloudinit_userdata.yaml.j2` | Unchanged | No changes needed | | `templates/cloudinit_vendor.yaml.j2` | Unchanged | No changes needed | | `IMPROVEMENTS.md` | New | Comprehensive guide | | `QUICK_REFERENCE.md` | New | Quick reference | | `IMPLEMENTATION_SUMMARY.md` | New | Overview | | `CHANGELOG.md` | New | This file | ### Deprecated None - all old functionality is preserved ### Future Roadmap - [ ] Molecule testing integration - [ ] Terraform module wrapper - [ ] Backup/restore functionality - [ ] Notification callbacks (Slack, email) - [ ] Performance metrics collection - [ ] Cleanup/destroy role - [ ] Galaxy package publishing - [ ] Prometheus metrics export ### Thanks To the Proxmox and Ansible communities for best practices and inspiration. --- **Migration Status**: ✅ Ready for production use **Testing**: Recommended in dev environment first **Support**: See IMPROVEMENTS.md or QUICK_REFERENCE.md for issues