Refactor playbooks: servers/workstations, split monitoring, improve shell

- Simplify the CI workflow by consolidating the skip check for both branch names and commit messages to a single case-insensitive pattern: @skipci.
- Remove the previous multiple pattern checks to streamline the logic and improve readability.
- Ensure that the CI process can be effectively skipped based on the new pattern, enhancing overall efficiency.

.ansible-lint

@@ -1,7 +1,14 @@
-# Ansible Lint Configuration
 ---
-# Exclude patterns
+# ansible-lint configuration
+#
+# We exclude inventory host/group vars because many contain vault-encrypted content
+# that cannot be parsed without vault secrets in CI/dev environments.
 exclude_paths:
+  - inventories/production/host_vars/
+  - inventories/production/group_vars/all/vault.yml
+  - inventories/production/group_vars/all/vault.example.yml
+
+# Exclude patterns
   - .cache/
   - .github/
   - .ansible/

.cursor/rules/project-rules.mdc

@@ -0,0 +1,33 @@
+## Project rules (Ansible infrastructure repo)
+
+### Canonical documentation
+
+- Start here: `project-docs/index.md`
+- Architecture: `project-docs/architecture.md`
+- Standards: `project-docs/standards.md`
+- Workflow: `project-docs/workflow.md`
+- Decisions: `project-docs/decisions.md`
+
+### Repo structure (high level)
+
+- **Inventory**: `inventories/production/`
+- **Playbooks**: `playbooks/`
+  - `playbooks/servers.yml`: server baseline
+  - `playbooks/workstations.yml`: workstation baseline + desktop apps on `desktop` group only
+  - `playbooks/app/*`: Proxmox app-project suite
+- **Roles**: `roles/*` (standard Ansible role layout)
+
+### Key standards to follow
+
+- **YAML**: 2-space indentation; tasks must have `name:`
+- **Modules**: prefer native modules; use FQCN (e.g., `ansible.builtin.*`, `community.general.*`)
+- **Idempotency**: no “always-changed” shell tasks; use `changed_when:` / `creates:` / `removes:`
+- **Secrets**: never commit plaintext; use Ansible Vault with `vault_`-prefixed vars
+- **Makefile-first**: prefer `make ...` targets over raw `ansible-playbook`
+
+### Architectural decisions (must not regress)
+
+- Editor/IDE installation is **out of scope** for Ansible roles/playbooks.
+- Monitoring is split: `monitoring_server` vs `monitoring_desktop`.
+- Desktop applications run only for `desktop` group (via workstations playbook).
+

.gitea/workflows/ci.yml

@@ -1,13 +1,67 @@
 ---
 name: CI
 
-on:
+"on":
   push:
     branches: [master]
   pull_request:
 
 jobs:
+  # Check if CI should be skipped based on branch name or commit message
+  # Simple skip pattern: @skipci (case-insensitive)
+  skip-ci-check:
+    runs-on: ubuntu-latest
+    outputs:
+      should-skip: ${{ steps.check.outputs.skip }}
+    steps:
+      - name: Check out code (for commit message)
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 1
+
+      - name: Check if CI should be skipped
+        id: check
+        run: |
+          # Simple skip pattern: @skipci (case-insensitive)
+          # Works in branch names and commit messages
+          SKIP_PATTERN="@skipci"
+
+          # Get branch name (works for both push and PR)
+          BRANCH_NAME="${GITHUB_HEAD_REF:-${GITHUB_REF#refs/heads/}}"
+
+          # Get commit message (works for both push and PR)
+          COMMIT_MSG="${GITHUB_EVENT_HEAD_COMMIT_MESSAGE:-}"
+          if [ -z "$COMMIT_MSG" ]; then
+            COMMIT_MSG="${GITHUB_EVENT_PULL_REQUEST_HEAD_COMMIT_MESSAGE:-}"
+          fi
+          if [ -z "$COMMIT_MSG" ]; then
+            COMMIT_MSG=$(git log -1 --pretty=%B 2>/dev/null || echo "")
+          fi
+
+          SKIP=0
+
+          # Check branch name (case-insensitive)
+          if echo "$BRANCH_NAME" | grep -qiF "$SKIP_PATTERN"; then
+            echo "Skipping CI: branch name contains '$SKIP_PATTERN'"
+            SKIP=1
+          fi
+
+          # Check commit message (case-insensitive)
+          if [ $SKIP -eq 0 ] && [ -n "$COMMIT_MSG" ]; then
+            if echo "$COMMIT_MSG" | grep -qiF "$SKIP_PATTERN"; then
+              echo "Skipping CI: commit message contains '$SKIP_PATTERN'"
+              SKIP=1
+            fi
+          fi
+
+          echo "skip=$SKIP" >> $GITHUB_OUTPUT
+          echo "Branch: $BRANCH_NAME"
+          echo "Commit: ${COMMIT_MSG:0:50}..."
+          echo "Skip CI: $SKIP"
+
   lint-and-test:
+    needs: skip-ci-check
+    if: needs.skip-ci-check.outputs.should-skip != '1'
     runs-on: ubuntu-latest
     container:
       image: node:20-bullseye
@@ -26,6 +80,8 @@ jobs:
         continue-on-error: true
 
   ansible-validation:
+    needs: skip-ci-check
+    if: needs.skip-ci-check.outputs.should-skip != '1'
     runs-on: ubuntu-latest
     container:
       image: ubuntu:22.04
@@ -60,6 +116,8 @@ jobs:
         continue-on-error: true
 
   secret-scanning:
+    needs: skip-ci-check
+    if: needs.skip-ci-check.outputs.should-skip != '1'
     runs-on: ubuntu-latest
     container:
       image: zricethezav/gitleaks:latest
@@ -78,6 +136,8 @@ jobs:
         continue-on-error: true
 
   dependency-scan:
+    needs: skip-ci-check
+    if: needs.skip-ci-check.outputs.should-skip != '1'
     runs-on: ubuntu-latest
     container:
       image: aquasec/trivy:latest
@@ -93,6 +153,8 @@ jobs:
         run: trivy fs --scanners vuln,secret --exit-code 0 .
 
   sast-scan:
+    needs: skip-ci-check
+    if: needs.skip-ci-check.outputs.should-skip != '1'
     runs-on: ubuntu-latest
     container:
       image: ubuntu:22.04
@@ -116,6 +178,8 @@ jobs:
         continue-on-error: true
 
   license-check:
+    needs: skip-ci-check
+    if: needs.skip-ci-check.outputs.should-skip != '1'
     runs-on: ubuntu-latest
     container:
       image: node:20-bullseye
@@ -136,6 +200,8 @@ jobs:
         continue-on-error: true
 
   vault-check:
+    needs: skip-ci-check
+    if: needs.skip-ci-check.outputs.should-skip != '1'
     runs-on: ubuntu-latest
     container:
       image: ubuntu:22.04
@@ -159,7 +225,7 @@ jobs:
       - name: Validate vault files are encrypted
         run: |
           echo "Checking for Ansible Vault files..."
-          vault_files=$(find . -name "*vault*.yml" -o -name "*vault*.yaml" | grep -v ".git" || true)
+          vault_files=$(find . -name "*vault*.yml" -o -name "*vault*.yaml" | grep -v ".git" | grep -v ".example" || true)
           if [ -z "$vault_files" ]; then
             echo "No vault files found"
             exit 0
@@ -182,6 +248,8 @@ jobs:
           echo "All vault files are properly encrypted!"
 
   playbook-test:
+    needs: skip-ci-check
+    if: needs.skip-ci-check.outputs.should-skip != '1'
     runs-on: ubuntu-latest
     container:
       image: ubuntu:22.04
@@ -224,6 +292,8 @@ jobs:
         continue-on-error: true
 
   container-scan:
+    needs: skip-ci-check
+    if: needs.skip-ci-check.outputs.should-skip != '1'
     runs-on: ubuntu-latest
     container:
       image: ubuntu:22.04
@@ -273,6 +343,8 @@ jobs:
         continue-on-error: true
 
   sonar-analysis:
+    needs: skip-ci-check
+    if: needs.skip-ci-check.outputs.should-skip != '1'
     runs-on: ubuntu-latest
     container:
       image: sonarsource/sonar-scanner-cli:latest
@@ -280,10 +352,6 @@ jobs:
       SONAR_HOST_URL: ${{ secrets.SONAR_HOST_URL }}
       SONAR_TOKEN: ${{ secrets.SONAR_TOKEN }}
     steps:
-      - name: Install Node.js for checkout action
-        run: |
-          apk add --no-cache nodejs npm curl
-
       - name: Check out code
         uses: actions/checkout@v4
 

.gitignore

@@ -6,6 +6,16 @@
 *.tmp
 *.bak
 *~
+vault.yml.bak.*
+
+# Deploy keys and SSH private keys - NEVER commit these!
+*_deploy_key
+*_deploy_key.pub
+*.pem
+*.key
+id_rsa
+id_ed25519
+id_ecdsa
 
 # Python bytecode
 __pycache__/

Makefile

@@ -1,4 +1,4 @@
-.PHONY: help bootstrap lint test check dev datascience inventory inventory-all local clean status tailscale tailscale-check tailscale-dev tailscale-status create-vault create-vm monitoring
+.PHONY: help bootstrap lint test check dev datascience inventory inventory-all local servers workstations clean status tailscale tailscale-check tailscale-dev tailscale-status create-vault create-vm monitoring
 .DEFAULT_GOAL := help
 
 ## Colors for output
@@ -13,9 +13,12 @@ RESET := \033[0m
 PLAYBOOK_SITE := playbooks/site.yml
 PLAYBOOK_DEV := playbooks/development.yml
 PLAYBOOK_LOCAL := playbooks/local.yml
+PLAYBOOK_SERVERS := playbooks/servers.yml
+PLAYBOOK_WORKSTATIONS := playbooks/workstations.yml
 PLAYBOOK_MAINTENANCE := playbooks/maintenance.yml
 PLAYBOOK_TAILSCALE := playbooks/tailscale.yml
 PLAYBOOK_PROXMOX := playbooks/infrastructure/proxmox-vm.yml
+PLAYBOOK_PROXMOX_INFO := playbooks/app/proxmox_info.yml
 
 # Collection and requirement paths
 COLLECTIONS_REQ := collections/requirements.yml
@@ -152,6 +155,18 @@ test-syntax: ## Run comprehensive syntax and validation checks
 		fi; \
 	done
 	@echo ""
+	@echo "$(YELLOW)App Project Playbooks:$(RESET)"
+	@for playbook in playbooks/app/site.yml playbooks/app/provision_vms.yml playbooks/app/configure_app.yml playbooks/app/ssh_client_config.yml; do \
+		if [ -f "$$playbook" ]; then \
+			printf "  %-25s " "$$playbook"; \
+			if ansible-playbook "$$playbook" --syntax-check >/dev/null 2>&1; then \
+				echo "$(GREEN)✓ OK$(RESET)"; \
+			else \
+				echo "$(RED)✗ FAIL$(RESET)"; \
+			fi; \
+		fi; \
+	done
+	@echo ""
 	@echo "$(YELLOW)Role Test Playbooks:$(RESET)"
 	@for test_playbook in roles/*/tests/test.yml; do \
 		if [ -f "$$test_playbook" ]; then \
@@ -195,11 +210,15 @@ test-syntax: ## Run comprehensive syntax and validation checks
 	@for yaml_file in inventories/production/group_vars/all/main.yml; do \
 		if [ -f "$$yaml_file" ]; then \
 			printf "  %-25s " "$$yaml_file (YAML)"; \
+			if python3 -c "import yaml" >/dev/null 2>&1; then \
 				if python3 -c "import yaml; yaml.safe_load(open('$$yaml_file'))" >/dev/null 2>&1; then \
 					echo "$(GREEN)✓ OK$(RESET)"; \
 				else \
 					echo "$(RED)✗ FAIL$(RESET)"; \
 				fi; \
+			else \
+				echo "$(YELLOW)⚠ Skipped (PyYAML not installed)$(RESET)"; \
+			fi; \
 		fi; \
 	done
 	@printf "  %-25s " "ansible.cfg (INI)"; \
@@ -234,6 +253,28 @@ local: ## Run the local playbook on localhost
 	@echo "$(YELLOW)Applying local playbook...$(RESET)"
 	$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_LOCAL) -K
 
+servers: ## Run baseline server playbook (usage: make servers [GROUP=services] [HOST=host1])
+	@echo "$(YELLOW)Applying server baseline...$(RESET)"
+	@EXTRA=""; \
+	if [ -n "$(HOST)" ]; then \
+		$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_SERVERS) --limit $(HOST); \
+	elif [ -n "$(GROUP)" ]; then \
+		$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_SERVERS) -e target_group=$(GROUP); \
+	else \
+		$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_SERVERS); \
+	fi
+
+workstations: ## Run workstation baseline (usage: make workstations [GROUP=dev] [HOST=dev01])
+	@echo "$(YELLOW)Applying workstation baseline...$(RESET)"
+	@EXTRA=""; \
+	if [ -n "$(HOST)" ]; then \
+		$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_WORKSTATIONS) --limit $(HOST); \
+	elif [ -n "$(GROUP)" ]; then \
+		$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_WORKSTATIONS) -e target_group=$(GROUP); \
+	else \
+		$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_WORKSTATIONS); \
+	fi
+
 # Host-specific targets
 dev: ## Run on specific host (usage: make dev HOST=dev01)
 ifndef HOST
@@ -364,7 +405,7 @@ shell-all: ## Configure shell on all shell_hosts (usage: make shell-all)
 
 apps: ## Install applications only
 	@echo "$(YELLOW)Installing applications...$(RESET)"
-	$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_DEV) --tags apps
+	$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_WORKSTATIONS) --tags apps
 
 # Connectivity targets
 ping: auto-fallback ## Ping hosts with colored output (usage: make ping [GROUP=dev] [HOST=dev01])
@@ -528,6 +569,42 @@ monitoring: ## Install monitoring tools on all machines
 	$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_DEV) --tags monitoring
 	@echo "$(GREEN)✓ Monitoring installation complete$(RESET)"
 
+proxmox-info: ## Show Proxmox VM/LXC info (usage: make proxmox-info [PROJECT=projectA] [ALL=true] [TYPE=lxc|qemu|all])
+	@echo "$(YELLOW)Querying Proxmox guest info...$(RESET)"
+	@EXTRA=""; \
+	if [ -n "$(PROJECT)" ]; then EXTRA="$$EXTRA -e app_project=$(PROJECT)"; fi; \
+	if [ "$(ALL)" = "true" ]; then EXTRA="$$EXTRA -e proxmox_info_all=true"; fi; \
+	if [ -n "$(TYPE)" ]; then EXTRA="$$EXTRA -e proxmox_info_type=$(TYPE)"; fi; \
+	$(ANSIBLE_PLAYBOOK) $(PLAYBOOK_PROXMOX_INFO) $$EXTRA
+
+app-provision: ## Provision app project containers/VMs on Proxmox (usage: make app-provision PROJECT=projectA)
+ifndef PROJECT
+	@echo "$(RED)Error: PROJECT parameter required$(RESET)"
+	@echo "Usage: make app-provision PROJECT=projectA"
+	@exit 1
+endif
+	@echo "$(YELLOW)Provisioning app project guests on Proxmox: $(PROJECT)$(RESET)"
+	$(ANSIBLE_PLAYBOOK) playbooks/app/provision_vms.yml -e app_project=$(PROJECT)
+
+app-configure: ## Configure OS + app on project guests (usage: make app-configure PROJECT=projectA)
+ifndef PROJECT
+	@echo "$(RED)Error: PROJECT parameter required$(RESET)"
+	@echo "Usage: make app-configure PROJECT=projectA"
+	@exit 1
+endif
+	@echo "$(YELLOW)Configuring app project guests: $(PROJECT)$(RESET)"
+	$(ANSIBLE_PLAYBOOK) playbooks/app/configure_app.yml -e app_project=$(PROJECT)
+
+app: ## Provision + configure app project (usage: make app PROJECT=projectA)
+ifndef PROJECT
+	@echo "$(RED)Error: PROJECT parameter required$(RESET)"
+	@echo "Usage: make app PROJECT=projectA"
+	@exit 1
+endif
+	@echo "$(YELLOW)Provisioning + configuring app project: $(PROJECT)$(RESET)"
+	$(ANSIBLE_PLAYBOOK) playbooks/app/site.yml -e app_project=$(PROJECT)
+
+
 test-connectivity: ## Test host connectivity with detailed diagnostics and recommendations
 	@echo "$(YELLOW)Testing host connectivity...$(RESET)"
 	@if [ -f "test_connectivity.py" ]; then \

README.md

@@ -1,178 +1,81 @@
 # Ansible Infrastructure Management
 
-Comprehensive infrastructure automation for development environments, server management, and VM provisioning.
+Ansible automation for development machines, service hosts, and **Proxmox-managed guests** (LXC-first, with a path for KVM VMs).
 
-## 📊 **Current Status**
-
-### ✅ **Completed Infrastructure**
-- **Core System**: Base packages, SSH hardening, user management
-- **Development Environment**: Git, Node.js, Python, Docker, modern CLI tools  
-- **Shell Configuration**: Zsh + Oh My Zsh + Powerlevel10k + plugins
-- **Applications**: VS Code, Cursor, Brave, LibreOffice, desktop tools
-- **Monitoring**: System monitoring tools + custom scripts (`sysinfo`, `netinfo`)
-- **VPN Mesh**: Tailscale integration with automated auth keys
-- **Security**: UFW firewall, fail2ban, SSH hardening
-- **Maintenance**: Automated package updates and system cleanup
-
-### 🎯 **Next Priorities**
-1. **Enhanced monitoring**: Grafana + Prometheus dashboard
-2. **Security hardening**: ClamAV antivirus, Lynis auditing, vulnerability scanning
-3. **Centralized logging**: ELK stack for log aggregation
-4. **CI/CD pipeline**: GitLab Runner or Jenkins integration
-5. **Advanced security**: Intrusion detection, automated patching
-
-## 🚀 Quick Start
+## Quick start
 
 ```bash
-# Install dependencies
+# Install Python deps + Ansible collections
 make bootstrap
 
-# Set up secrets management
-make create-vault
+# Edit secrets (Proxmox credentials, SSH public key, etc.)
+make edit-group-vault
 
-# Test configuration (comprehensive)
-make test
-
-# Deploy to all hosts (dry run first)
-make check
-make apply
+# Validate the repo
+make test-syntax
 ```
 
-## 📚 Documentation
+## Proxmox app projects (LXC-first)
 
-### Getting Started
-- [**Initial Setup Guide**](docs/guides/setup.md) - First-time setup instructions
-- [**Ansible Vault Guide**](docs/guides/vault.md) - Managing secrets securely
-- [**Tailscale VPN Setup**](docs/guides/tailscale.md) - Mesh networking configuration
+This repo can provision and configure **dev/qa/prod guests per application project** using the `app_projects` model.
 
-### Reference
-- [**Installed Applications**](docs/reference/applications.md) - Complete software inventory
-- [**Makefile Commands**](docs/reference/makefile.md) - All available make targets
-- [**Architecture Overview**](docs/reference/architecture.md) - System design and structure
+- **Configure projects**: `inventories/production/group_vars/all/main.yml` (`app_projects`)
+- **Configure secrets**: `inventories/production/group_vars/all/vault.yml` (encrypted)
+- **Run end-to-end**:
 
-## 🏗️ Project Structure
+```bash
+make app PROJECT=projectA
+```
+
+Other useful entry points:
+
+- **Provision only**: `make app-provision PROJECT=projectA`
+- **Configure only**: `make app-configure PROJECT=projectA`
+- **Info / safety**: `make proxmox-info [PROJECT=projectA] [ALL=true] [TYPE=lxc|qemu|all]`
+
+Safety notes:
+
+- **IP conflict precheck**: provisioning fails if the target IP responds
+  (override with `-e allow_ip_conflicts=true` only if you really mean it).
+- **VMID/CTID collision guardrail**: provisioning fails if the VMID exists but the guest name doesn't match
+  (override with `-e allow_vmid_collision=true` only if you really mean it).
+- **No destructive playbooks**: this repo intentionally does **not** ship “destroy/decommission” automation.
+
+Docs:
+
+- `docs/guides/app_stack_proxmox.md`
+- `docs/guides/app_stack_execution_flow.md`
+
+## Project structure (relevant paths)
 
 ```
 ansible/
-├── Makefile                    # Task automation
-├── ansible.cfg                 # Ansible configuration
-├── hosts                       # Inventory file
-├── collections/               
-│   └── requirements.yml       # Galaxy dependencies
-├── group_vars/                # Global variables
-│   ├── all.yml               
-│   └── all/vault.yml          # Encrypted secrets
-├── host_vars/                 # Host-specific configs
-├── roles/                     # Ansible roles
-│   ├── base/                 # Core system setup
-│   ├── development/          # Dev tools
-│   ├── docker/               # Container platform
-│   ├── monitoring/           # System monitoring
-│   ├── tailscale/            # VPN networking
-│   └── ...                   # Additional roles
+├── Makefile
+├── ansible.cfg
+├── collections/requirements.yml
+├── inventories/production/
+│   ├── hosts
+│   ├── group_vars/all/
+│   │   ├── main.yml
+│   │   ├── vault.yml
+│   │   └── vault.example.yml
+│   └── host_vars/
 ├── playbooks/
-│   ├── dev-playbook.yml      # Development setup
-│   ├── local-playbook.yml    # Local machine
-│   ├── maintenance-playbook.yml
-│   └── tailscale-playbook.yml
-└── docs/                      # Documentation
-    ├── guides/               # How-to guides
-    └── reference/            # Technical reference
+│   ├── app/
+│   │   ├── site.yml
+│   │   ├── provision_vms.yml
+│   │   ├── configure_app.yml
+│   │   └── proxmox_info.yml
+│   └── site.yml
+└── roles/
+    ├── proxmox_vm/
+    ├── base_os/
+    ├── app_setup/
+    └── pote/
 ```
 
-## 🎯 Key Features
+## Documentation
 
-### Infrastructure Management
-- **Automated Provisioning**: Proxmox VM creation and configuration
-- **Configuration Management**: Consistent setup across all machines
-- **Network Security**: Tailscale VPN mesh networking
-- **System Maintenance**: Automated updates and cleanup
-
-### Development Environment
-- **Shell Environment**: Zsh + Oh My Zsh + Powerlevel10k
-- **Container Platform**: Docker CE with Compose
-- **Development Tools**: Node.js, Python, Git, build tools
-- **Code Editors**: VS Code, Cursor IDE
-
-### Security & Monitoring
-- **SSH Hardening**: Modern crypto, key-only auth, fail2ban
-- **Firewall**: UFW with sensible defaults
-- **Monitoring Tools**: btop, iotop, nethogs, custom dashboards
-
-## 🧪 Testing & Validation
-
-### Comprehensive Testing
-```bash
-make test                    # Full test suite (lint + syntax + validation)
-make test-syntax            # Syntax and configuration validation only
-make lint                   # Ansible-lint only
-```
-
-### Testing Coverage
-- **Playbook syntax**: All main playbooks and infrastructure playbooks
-- **Role validation**: All role test playbooks  
-- **Configuration files**: YAML and INI file validation
-- **Documentation**: Markdown syntax and link checking (installed via `make bootstrap`)
-- **Linting**: Full Ansible best practices validation
-
-## 🖥️ Managed Hosts
-
-| Host | Type | OS | Purpose |
-|------|------|-----|---------|
-| dev01 | Physical | Debian | Primary development |
-| bottom | Physical | Debian | Secondary development |
-| debianDesktopVM | VM | Debian | Desktop environment |
-| giteaVM | VM | Alpine | Git repository hosting |
-| portainerVM | VM | Alpine | Container management |
-| homepageVM | VM | Debian | Service dashboard |
-
-## 🔧 Common Tasks
-
-```bash
-# System Maintenance
-make maintenance              # Update all systems
-make maintenance HOST=dev01   # Update specific host
-
-# Development Setup
-make docker                   # Install Docker
-make shell                    # Configure shell
-make apps                     # Install applications
-
-# Network & Security
-make tailscale               # Deploy VPN
-make security                # Security hardening
-make monitoring              # Deploy monitoring
-
-# Infrastructure
-make create-vm               # Create new VM
-make status                  # Check connectivity
-make facts                   # Gather system info
-```
-
-## 🛠️ Requirements
-
-### Control Machine (where you run Ansible)
-- Python 3.x with `pipx` (recommended) or `pip3`
-- Node.js and `npm` (for documentation testing)
-- SSH access to target hosts
-- Ansible Vault password (for secrets)
-
-### Target Hosts
-- SSH server running
-- Python 3.x
-- `sudo` access for the Ansible user
-
-### Dependency Management
-All project dependencies are managed through standard requirements files:
-- **`requirements.txt`** - Python packages (ansible, ansible-lint, etc.)
-- **`package.json`** - Node.js packages (markdown tools)
-- **`collections/requirements.yml`** - Ansible collections
-
-**Setup**: Run `make bootstrap` to install all dependencies automatically.
-
-## 📝 Contributing
-
-1. Test changes with `make check` (dry run)
-2. Follow existing patterns and naming conventions
-3. Update documentation for new features
-4. Encrypt sensitive data with Ansible Vault
+- **Guides**: `docs/guides/`
+- **Reference**: `docs/reference/`
+- **Project docs (architecture/standards/workflow)**: `project-docs/index.md`

collections/requirements.yml

@@ -1,4 +1,6 @@
 ---
+# Collections required for this repo.
+# Install with: ansible-galaxy collection install -r collections/requirements.yml
 collections:
   - name: community.general
     version: ">=6.0.0"

configure_app.yml

@@ -0,0 +1,7 @@
+---
+# Wrapper playbook
+# Purpose:
+#   ansible-playbook -i inventories/production configure_app.yml -e app_project=projectA
+
+- name: Configure app project guests
+  import_playbook: playbooks/app/configure_app.yml

docs/guides/app_stack_execution_flow.md

@@ -0,0 +1,173 @@
+# App stack execution flow (what happens when you run it)
+
+This document describes **exactly** what Ansible runs and what it changes when you execute the Proxmox app stack playbooks.
+
+## Entry points
+
+- Recommended end-to-end run:
+  - `playbooks/app/site.yml`
+- Repo-root wrappers (equivalent):
+  - `site.yml` (imports `playbooks/site.yml`, and you can `--tags app`)
+  - `provision_vms.yml` (imports `playbooks/app/provision_vms.yml`)
+  - `configure_app.yml` (imports `playbooks/app/configure_app.yml`)
+
+## High-level flow
+
+When you run `playbooks/app/site.yml`, it imports two playbooks in order:
+
+1. `playbooks/app/provision_vms.yml` (**Proxmox API changes happen here**)
+2. `playbooks/app/configure_app.yml` (**SSH into guests and configure OS/app**)
+
+## Variables that drive everything
+
+All per-project/per-env inputs come from:
+
+- `inventories/production/group_vars/all/main.yml` → `app_projects`
+
+Each `app_projects.<project>.envs.<env>` contains:
+
+- `name` (container hostname / inventory host name)
+- `vmid` (Proxmox CTID)
+- `ip` (static IP in CIDR form, e.g. `10.0.10.101/24`)
+- `gateway` (e.g. `10.0.10.1`)
+- `branch` (`dev`, `qa`, `main`)
+- `env_vars` (key/value map written to `/srv/app/.env.<env>`)
+
+Proxmox connection variables are also read from `inventories/production/group_vars/all/main.yml` but are usually vault-backed:
+
+- `proxmox_host: "{{ vault_proxmox_host }}"`
+- `proxmox_user: "{{ vault_proxmox_user }}"`
+- `proxmox_node: "{{ vault_proxmox_node | default('pve') }}"`
+
+## Phase 1: Provisioning via Proxmox API
+
+### File chain
+
+`playbooks/app/site.yml` imports `playbooks/app/provision_vms.yml`, which does:
+
+- Validates `app_project` exists (if you passed one)
+- Loops projects → includes `playbooks/app/provision_one_guest.yml`
+- Loops envs inside the project → includes `playbooks/app/provision_one_env.yml`
+
+### Preflight IP safety check
+
+In `playbooks/app/provision_one_env.yml`:
+
+- It runs `ping` against the target IP.
+- If the IP responds, the play **fails** to prevent accidental duplicate-IP provisioning.
+- You can override the guard (not recommended) with `-e allow_ip_conflicts=true`.
+
+### What it creates/updates in Proxmox
+
+In `playbooks/app/provision_one_env.yml` it calls role `roles/proxmox_vm` with LXC variables.
+
+`roles/proxmox_vm/tasks/main.yml` dispatches:
+
+- If `proxmox_guest_type == 'lxc'` → includes `roles/proxmox_vm/tasks/lxc.yml`
+
+`roles/proxmox_vm/tasks/lxc.yml` performs:
+
+1. **Build CT network config**
+   - Produces a `netif` dict like:
+     - `net0: name=eth0,bridge=vmbr0,firewall=1,ip=<CIDR>,gw=<GW>`
+
+2. **Create/update the container**
+   - Uses `community.proxmox.proxmox` with:
+     - `state: present`
+     - `update: true` (so re-runs reconcile config)
+     - `vmid`, `hostname`, `ostemplate`, CPU/mem/swap, rootfs sizing, `netif`
+     - `pubkey` and optionally `password` for initial root access
+
+3. **Start the container**
+   - Ensures `state: started` (if `lxc_start_after_create: true`)
+
+4. **Wait for SSH**
+   - `wait_for: host=<ip> port=22`
+
+### Dynamic inventory creation
+
+Still in `playbooks/app/provision_one_env.yml`, it calls `ansible.builtin.add_host` so the guests become available to later plays:
+
+- Adds the guest to groups:
+  - `app_all`
+  - `app_<project>_all`
+  - `app_<project>_<env>`
+- Sets:
+  - `ansible_host` to the IP (without CIDR)
+  - `ansible_user: root` (bootstrap user for first config)
+  - `app_project`, `app_env` facts
+
+## Phase 2: Configure OS + app on the guests
+
+`playbooks/app/configure_app.yml` contains two plays:
+
+### Play A: Build dynamic inventory (localhost)
+
+This play exists so you can run `configure_app.yml` even if you didn’t run provisioning in the same Ansible invocation.
+
+- It loops over projects/envs from `app_projects`
+- Adds hosts to:
+  - `app_all`, `app_<project>_all`, `app_<project>_<env>`
+- Uses:
+  - `ansible_user: "{{ app_bootstrap_user | default('root') }}"`
+
+### Play B: Configure the hosts (SSH + sudo)
+
+Targets:
+
+- If you pass `-e app_project=projectA` → `hosts: app_projectA_all`
+- Otherwise → `hosts: app_all`
+
+Tasks executed on each guest:
+
+1. **Resolve effective project/env variables**
+   - `project_def = app_projects[app_project]`
+   - `env_def = app_projects[app_project].envs[app_env]`
+
+2. **Role: `base_os`** (`roles/base_os/tasks/main.yml`)
+   - Updates apt cache
+   - Installs baseline packages (git/curl/nodejs/npm/ufw/etc.)
+   - Creates `appuser` (passwordless sudo)
+   - Adds your SSH public key to `appuser`
+   - Enables UFW and allows:
+     - SSH (22)
+     - backend port (default `3001`, overridable per project)
+     - frontend port (default `3000`, overridable per project)
+
+3. **Role: `app_setup`** (`roles/app_setup/tasks/main.yml`)
+   - Creates:
+     - `/srv/app`
+     - `/srv/app/backend`
+     - `/srv/app/frontend`
+   - Writes the env file:
+     - `/srv/app/.env.<dev|qa|prod>` from template `roles/app_setup/templates/env.j2`
+   - Writes the deploy script:
+     - `/usr/local/bin/deploy_app.sh` from `roles/app_setup/templates/deploy_app.sh.j2`
+     - Script does:
+       - `git clone` if missing
+       - `git checkout/pull` correct branch
+       - runs backend install + migrations
+       - runs frontend install + build
+       - restarts systemd services
+   - Writes systemd units:
+     - `/etc/systemd/system/app-backend.service` from `app-backend.service.j2`
+     - `/etc/systemd/system/app-frontend.service` from `app-frontend.service.j2`
+   - Reloads systemd and enables/starts both services
+
+## What changes on first run vs re-run
+
+- **Provisioning**:
+  - First run: creates CTs in Proxmox, sets static IP config, starts them.
+  - Re-run: reconciles settings because `update: true` is used.
+- **Configuration**:
+  - Mostly idempotent (directories/templates/users/firewall/services converge).
+
+## Common “before you run” checklist
+
+- Confirm `app_projects` has correct IPs/CTIDs/branches:
+  - `inventories/production/group_vars/all/main.yml`
+- Ensure vault has Proxmox + SSH key material:
+  - `inventories/production/group_vars/all/vault.yml`
+  - Reference template: `inventories/production/group_vars/all/vault.example.yml`
+
+

docs/guides/app_stack_proxmox.md

@@ -0,0 +1,90 @@
+# Proxmox App Projects (LXC-first)
+
+This guide documents the **modular app-project stack** that provisions Proxmox guests (dev/qa/prod) and configures a full-stack app layout on them.
+
+## What you get
+
+- Proxmox provisioning via API (currently **LXC**; VM support remains via existing `roles/proxmox_vm` KVM path)
+- A deployment user (`appuser`) with your SSH key
+- `/srv/app/backend` and `/srv/app/frontend`
+- Env file `/srv/app/.env.<dev|qa|prod>`
+- `/usr/local/bin/deploy_app.sh` to pull the right branch and restart services
+- systemd services:
+  - `app-backend.service`
+  - `app-frontend.service`
+
+## Where to configure projects
+
+Edit:
+
+- `inventories/production/group_vars/all/main.yml`
+
+Under `app_projects`, define projects like:
+
+- `projectA.repo_url`
+- `projectA.envs.dev|qa|prod.ip/gateway/branch`
+- `projectA.guest_defaults` (cores/memory/rootfs sizing)
+- `projectA.deploy.*` (install/build/migrate/start commands)
+
+Adding **projectB** is just adding another top-level `app_projects.projectB` entry.
+
+## Proxmox credentials (vault)
+
+This repo already expects Proxmox connection vars in vault (see existing Proxmox playbooks). Ensure these exist in:
+
+- `inventories/production/group_vars/all/vault.yml` (encrypted)
+
+Common patterns:
+
+- `vault_proxmox_host`: `10.0.10.201`
+- `vault_proxmox_user`: e.g. `root@pam` or `ansible@pve`
+- `vault_proxmox_node`: e.g. `pve`
+- Either:
+  - `vault_proxmox_password`, or
+  - `vault_proxmox_token` + `vault_proxmox_token_id`
+
+## Debian LXC template
+
+The LXC provisioning uses `lxc_ostemplate`, defaulting to a Debian 12 template string like:
+
+`local:vztmpl/debian-12-standard_12.7-1_amd64.tar.zst`
+
+If your Proxmox has a different template filename, change `lxc_ostemplate` in `inventories/production/group_vars/all/main.yml`.
+
+## Running it
+
+Provision + configure one project:
+
+```bash
+ansible-playbook -i inventories/production playbooks/app/site.yml -e app_project=projectA
+```
+
+Provision + configure all projects in `app_projects`:
+
+```bash
+ansible-playbook -i inventories/production playbooks/app/site.yml
+```
+
+Only provisioning (Proxmox API):
+
+```bash
+ansible-playbook -i inventories/production playbooks/app/provision_vms.yml -e app_project=projectA
+```
+
+Only OS/app configuration:
+
+```bash
+ansible-playbook -i inventories/production playbooks/app/configure_app.yml -e app_project=projectA
+```
+
+## Optional: SSH aliases on your workstation
+
+To write `~/.ssh/config` entries (disabled by default):
+
+```bash
+ansible-playbook -i inventories/production playbooks/app/ssh_client_config.yml -e manage_ssh_config=true -e app_project=projectA
+```
+
+This creates aliases like `projectA-dev`, `projectA-qa`, `projectA-prod`.
+
+

docs/guides/custom-roles.md

@@ -0,0 +1,28 @@
+# Custom roles guide
+
+This repo is designed to be extended by adding new roles under `roles/`.
+
+## Role structure
+
+Follow the standard Ansible role layout:
+
+```
+roles/<role_name>/
+├── defaults/main.yml
+├── handlers/main.yml
+├── tasks/main.yml
+├── templates/
+├── files/
+└── README.md
+```
+
+## Where to wire a new role
+
+- Add it to the relevant playbook under `playbooks/` (or create a new playbook if it’s a major concern).
+- Prefer tagging the role at inclusion time so `make <feature>` targets can use `--tags`.
+
+## Standards (canonical)
+
+- `project-docs/standards.md`
+- `project-docs/decisions.md` (add an ADR entry for significant changes)
+

docs/guides/monitoring.md

@@ -0,0 +1,22 @@
+# Monitoring guide
+
+Monitoring is split by host type:
+
+- **Servers**: `roles/monitoring_server/` (includes `fail2ban`, sysstat tooling)
+- **Desktops/workstations**: `roles/monitoring_desktop/` (desktop-oriented tooling)
+
+## Run monitoring only
+
+```bash
+# Dry-run
+make monitoring CHECK=true
+
+# Apply
+make monitoring
+```
+
+## Notes
+
+- Desktop apps are installed only on the `desktop` group via `playbooks/workstations.yml`.
+- If you need packet analysis tools, keep them opt-in (see `docs/reference/applications.md`).
+

docs/guides/security.md

@@ -0,0 +1,31 @@
+# Security hardening guide
+
+This repo’s “security” work is primarily implemented via roles and inventory defaults.
+
+## What runs where
+
+- **SSH hardening + firewall**: `roles/ssh/`
+- **Baseline packages/security utilities**: `roles/base/`
+- **Monitoring + intrusion prevention (servers)**: `roles/monitoring_server/` (includes `fail2ban`)
+- **Secrets**: Ansible Vault in `inventories/production/group_vars/all/vault.yml`
+
+## Recommended flow
+
+```bash
+# Dry-run first
+make check
+
+# Apply only security-tagged roles
+make security
+```
+
+## Secrets / Vault
+
+Use vault for anything sensitive:
+
+- Guide: `docs/guides/vault.md`
+
+## Canonical standards
+
+- `project-docs/standards.md`
+

docs/guides/setup.md

@@ -129,7 +129,7 @@ vault_ssh_public_key: "ssh-ed25519 AAAA..."
 ## Step 7: Configure Variables
 
 ### Global Settings
-Edit `group_vars/all.yml`:
+Edit `inventories/production/group_vars/all/main.yml`:
 ```yaml
 # Timezone and locale
 timezone: "America/New_York"  # Your timezone
@@ -145,7 +145,7 @@ ssh_permit_root_login: "no"
 ```
 
 ### Host-Specific Settings
-Create/edit `host_vars/hostname.yml` for host-specific configuration.
+Create/edit `inventories/production/host_vars/<hostname>.yml` for host-specific configuration.
 
 ## Step 8: Test Configuration
 
@@ -159,7 +159,7 @@ make check
 make check HOST=dev01
 
 # Check specific role
-ansible-playbook dev-playbook.yml --check --tags docker
+ansible-playbook playbooks/development.yml --check --tags docker
 ```
 
 ## Step 9: Deploy
@@ -208,7 +208,7 @@ ansible dev -m shell -a "tailscale status"
 
 ### Vault Password Issues
 - Check vault password file exists and has correct permissions
-- Verify password is correct: `ansible-vault view group_vars/all/vault.yml`
+- Verify password is correct: `ansible-vault view inventories/production/group_vars/all/vault.yml`
 
 ### Python Not Found
 - Install Python on target: `sudo apt install python3`

docs/guides/tailscale.md

@@ -46,21 +46,21 @@ make tailscale-status
 make tailscale-dev
 
 # Specific hosts
-ansible-playbook tailscale-playbook.yml --limit "dev01,bottom"
+ansible-playbook playbooks/tailscale.yml --limit "dev01,bottom"
 ```
 
 ### Manual Installation
 ```bash
 # With custom auth key (not recommended - use vault instead)
-ansible-playbook tailscale-playbook.yml -e "tailscale_auth_key=your-key"
+ansible-playbook playbooks/tailscale.yml -e "tailscale_auth_key=your-key"
 
 # As part of existing playbooks
-ansible-playbook dev-playbook.yml --tags tailscale
+ansible-playbook playbooks/development.yml --tags tailscale
 ```
 
 ## Configuration
 
-### Global Settings (`group_vars/all.yml`)
+### Global Settings (`inventories/production/group_vars/all/main.yml`)
 ```yaml
 tailscale_auth_key: "{{ vault_tailscale_auth_key }}"  # From vault
 tailscale_accept_routes: true                         # Accept subnet routes
@@ -68,7 +68,7 @@ tailscale_accept_dns: true                           # Accept DNS settings
 tailscale_ssh: true                                  # Enable SSH over Tailscale
 ```
 
-### Host-Specific Settings (`host_vars/hostname.yml`)
+### Host-Specific Settings (`inventories/production/host_vars/<hostname>.yml`)
 ```yaml
 tailscale_hostname: "custom-name"              # Override hostname
 tailscale_advertise_routes: "192.168.1.0/24"  # Share local subnet
@@ -100,7 +100,7 @@ sudo tailscale up
 
 ### Reset Connection
 ```bash
-ansible-playbook tailscale-playbook.yml -e "tailscale_reset=true"
+ansible-playbook playbooks/tailscale.yml -e "tailscale_reset=true"
 ```
 
 ## Security Best Practices
@@ -119,7 +119,7 @@ The role automatically detects OS and uses appropriate package manager.
 ## How It Works
 
 1. **Playbook runs** → looks for `tailscale_auth_key`
-2. **Checks `all.yml`** → finds `{{ vault_tailscale_auth_key }}`
+2. **Checks inventory group vars** → finds `{{ vault_tailscale_auth_key }}`
 3. **Decrypts vault** → retrieves actual auth key
 4. **Installs Tailscale** → configures with your settings
 5. **Connects to network** → machine appears in admin console

docs/guides/vault.md

@@ -6,7 +6,7 @@ Ansible Vault encrypts sensitive data like passwords and API keys while keeping
 
 ### Create Vault
 ```bash
-make create-vault
+make edit-group-vault
 ```
 
 ### Add Secrets
@@ -38,32 +38,31 @@ database_password: "{{ vault_db_password }}"
 
 ## File Structure
 ```
-group_vars/
-├── all.yml                 # Plain text configuration
-└── all/
-    └── vault.yml          # Encrypted secrets (created by make create-vault)
-
-host_vars/
+inventories/production/
+├── group_vars/
+│   └── all/
+│       ├── main.yml       # Plain text configuration
+│       └── vault.yml      # Encrypted secrets (edit with make edit-group-vault)
+└── host_vars/
     ├── dev01.yml          # Host-specific plain text
     └── dev01/
-    └── vault.yml          # Host-specific secrets
+        └── vault.yml      # Host-specific secrets (edit with make edit-vault HOST=dev01)
 ```
 
 ## Common Commands
 
 ```bash
-# Create new vault
-make create-vault
+# Edit group vault (production inventory)
+make edit-group-vault
 
-# Edit existing vault
-make edit-vault              # Global vault
-make edit-vault HOST=dev01   # Host-specific vault
+# Edit host-specific vault
+make edit-vault HOST=dev01
 
 # View decrypted contents
-ansible-vault view group_vars/all/vault.yml
+ansible-vault view inventories/production/group_vars/all/vault.yml
 
 # Change vault password
-ansible-vault rekey group_vars/all/vault.yml
+ansible-vault rekey inventories/production/group_vars/all/vault.yml
 ```
 
 ## Password Management

docs/project-docs.md

@@ -0,0 +1,13 @@
+# Project docs (canonical)
+
+Canonical project documentation lives in `project-docs/` (repo root):
+
+- Index: `project-docs/index.md`
+- Overview: `project-docs/overview.md`
+- Architecture: `project-docs/architecture.md`
+- Standards: `project-docs/standards.md`
+- Workflow: `project-docs/workflow.md`
+- Decisions (ADRs): `project-docs/decisions.md`
+
+This file exists so users browsing `docs/` can quickly find the canonical project documentation.
+

docs/reference/applications.md

@@ -54,10 +54,7 @@ Complete inventory of applications and tools deployed by Ansible playbooks.
 | zsh | Z shell | apt | shell |
 | tmux | Terminal multiplexer | apt | shell |
 | fzf | Fuzzy finder | apt | shell |
-| oh-my-zsh | Zsh framework | git | shell |
-| powerlevel10k | Zsh theme | git | shell |
-| zsh-syntax-highlighting | Syntax highlighting | git | shell |
-| zsh-autosuggestions | Command suggestions | git | shell |
+| zsh aliases | Minimal alias set (sourced from ~/.zshrc) | file | shell |
 
 ### 📊 Monitoring Tools
 | Package | Description | Source | Role |
@@ -84,37 +81,58 @@ Complete inventory of applications and tools deployed by Ansible playbooks.
 ### 🖱️ Desktop Applications
 | Package | Description | Source | Role |
 |---------|-------------|--------|------|
-| brave-browser | Privacy-focused browser | brave | applications |
-| libreoffice | Office suite | apt | applications |
+| copyq | Clipboard manager (history/search) | apt | applications |
 | evince | PDF viewer | apt | applications |
 | redshift | Blue light filter | apt | applications |
 
-### 📝 Code Editors
-| Package | Description | Source | Role |
-|---------|-------------|--------|------|
-| code | Visual Studio Code | snap | snap |
-| cursor | AI-powered editor | snap | snap |
+## Nice-to-have apps (not installed by default)
+
+These are good add-ons depending on how you use your workstations. Keep them opt-in to avoid bloating baseline installs.
+
+### Desktop / UX
+
+- **flameshot**: screenshots + annotation
+- **keepassxc**: local password manager (or use your preferred)
+- **syncthing**: peer-to-peer file sync (if you want self-hosted sync)
+- **remmina**: RDP/VNC client
+- **mpv**: lightweight media player
+
+### Developer workstation helpers
+
+- **direnv**: per-project env var loading
+- **shellcheck**: shell script linting
+- **jq** / **yq**: JSON/YAML CLI tooling (already in base here, but listing for completeness)
+- **ripgrep** / **fd-find**: fast search/find (already in base here)
+
+### Networking / diagnostics
+
+- **wireshark** (GUI) or **wireshark-common**: packet analysis (only if you need it)
+- **iperf3**: bandwidth testing
+- **dnsutils**: dig/nslookup tools
 
 ## Installation by Playbook
 
-### dev-playbook.yml
+### `playbooks/development.yml`
 Installs all roles for development machines:
 - All system tools
 - Development environment
 - Docker platform
 - Shell configuration
-- Desktop applications
 - Monitoring tools
 - Tailscale VPN
 
-### local-playbook.yml
+### `playbooks/local.yml`
 Installs for local machine management:
 - Core system tools
 - Shell environment
 - Development basics
-- Selected applications
 
-### maintenance-playbook.yml
+### `playbooks/workstations.yml`
+Installs baseline for `dev:desktop:local`, and installs desktop apps only for the `desktop` group:
+- Workstation baseline (dev + desktop + local)
+- Desktop applications (desktop group only)
+
+### `playbooks/maintenance.yml`
 Maintains existing installations:
 - System updates
 - Package cleanup
@@ -135,7 +153,6 @@ Maintains existing installations:
 | snap | Snap packages | snapd daemon |
 | docker | Docker repository | Docker GPG key + repo |
 | tailscale | Tailscale repository | Tailscale GPG key + repo |
-| brave | Brave browser repository | Brave GPG key + repo |
 | git | Git repositories | Direct clone |
 
 ## Services Enabled

docs/reference/architecture.md

@@ -1,259 +1,10 @@
-# Architecture Overview
+# Architecture (canonical doc moved)
 
-Technical architecture and design of the Ansible infrastructure management system.
+The canonical architecture document is now:
 
-## System Architecture
+- `project-docs/architecture.md`
 
-```
-┌─────────────────────────────────────────────────────────────┐
-│                     Control Machine                         |
-│  ┌──────────────┐  ┌──────────────┐  ┌──────────────┐       │
-│  │   Ansible    │  │   Makefile   │  │    Vault     │       │
-│  │   Engine     │  │  Automation  │  │   Secrets    │       │
-│  └──────────────┘  └──────────────┘  └──────────────┘       │
-└─────────────────────┬───────────────────────────────────────┘
-                      │ SSH + Tailscale VPN
-    ┌─────────────────┴──────────────────────────────┐
-    │                                                │
-┌───▼────────┐  ┌──────────────┐  ┌─────────────────▼────────┐
-│    Dev     │  │   Service    │  │      Infrastructure      │
-│  Machines  │  │     VMs      │  │         VMs              │
-├────────────┤  ├──────────────┤  ├──────────────────────────┤
-│ • dev01    │  │ • giteaVM    │  │ • Proxmox Controller     │
-│ • bottom   │  │ • portainerVM│  │ • Future VMs             │
-│ • desktop  │  │ • homepageVM │  │                          │
-└────────────┘  └──────────────┘  └──────────────────────────┘
-```
-
-## Network Topology
-
-### Physical Network
-- **LAN**: 192.168.1.0/24 (typical home/office network)
-- **Proxmox Host**: Hypervisor for VM management
-- **Physical Machines**: Direct network access
-
-### Tailscale Overlay Network
-- **Mesh VPN**: Secure peer-to-peer connections
-- **100.x.x.x**: Tailscale IP range
-- **Zero-config**: Automatic NAT traversal
-- **End-to-end encryption**: WireGuard protocol
-
-## Host Groups
-
-### Development (`dev`)
-**Purpose**: Developer workstations and environments
-- **Hosts**: dev01, bottom, debianDesktopVM
-- **OS**: Debian/Ubuntu
-- **Roles**: Full development stack
-
-### Services
-**Purpose**: Self-hosted services and applications
-
-#### Gitea (`gitea`)
-- **Host**: giteaVM
-- **OS**: Alpine Linux (lightweight)
-- **Service**: Git repository hosting
-
-#### Portainer (`portainer`)
-- **Host**: portainerVM
-- **OS**: Alpine Linux
-- **Service**: Container management UI
-
-#### Homepage (`homepage`)
-- **Host**: homepageVM
-- **OS**: Debian
-- **Service**: Service dashboard
-
-### Infrastructure (`ansible`)
-**Purpose**: Ansible control and automation
-- **Host**: Ansible controller VM
-- **OS**: Ubuntu Server
-- **Service**: Infrastructure automation
-
-### Local (`local`)
-**Purpose**: Local machine management
-- **Host**: localhost
-- **Connection**: Local (no SSH)
-
-## Playbook Architecture
-
-### Core Playbooks
-
-```yaml
-dev-playbook.yml          # Development environment setup
-├── roles/maintenance     # System updates
-├── roles/base           # Core packages
-├── roles/ssh            # SSH hardening
-├── roles/user           # User management
-├── roles/development    # Dev tools
-├── roles/shell          # Shell config
-├── roles/docker         # Container platform
-├── roles/applications   # Desktop apps
-├── roles/snap           # Snap packages
-├── roles/tailscale      # VPN setup
-├── roles/monitoring     # Monitoring tools
-
-local-playbook.yml       # Local machine
-├── roles/base
-├── roles/shell
-├── roles/development
-└── roles/tailscale
-
-maintenance-playbook.yml # System maintenance
-└── roles/maintenance
-
-tailscale-playbook.yml   # VPN deployment
-└── roles/tailscale
-
-proxmox-create-vm.yml    # VM provisioning
-└── roles/proxmox_vm
-```
-
-### Role Dependencies
-
-```
-base
-├── Required by: all other roles
-├── Provides: core utilities, security tools
-└── Dependencies: none
-
-ssh
-├── Required by: secure access
-├── Provides: hardened SSH, firewall
-└── Dependencies: base
-
-user
-├── Required by: system access
-├── Provides: user accounts, sudo
-└── Dependencies: base
-
-development
-├── Required by: coding tasks
-├── Provides: git, nodejs, python
-└── Dependencies: base
-
-docker
-├── Required by: containerization
-├── Provides: Docker CE, compose
-└── Dependencies: base
-
-tailscale
-├── Required by: secure networking
-├── Provides: mesh VPN
-└── Dependencies: base
-```
-
-## Data Flow
-
-### Configuration Management
-1. **Variables** → group_vars/all.yml (global)
-2. **Secrets** → group_vars/all/vault.yml (encrypted)
-3. **Host Config** → host_vars/hostname.yml (specific)
-4. **Role Defaults** → roles/*/defaults/main.yml
-5. **Tasks** → roles/*/tasks/main.yml
-6. **Templates** → roles/*/templates/*.j2
-7. **Handlers** → roles/*/handlers/main.yml
-
-### Execution Flow
-```
-make command
-    ↓
-Makefile target
-    ↓
-ansible-playbook
-    ↓
-Inventory + Variables
-    ↓
-Role execution
-    ↓
-Task processing
-    ↓
-Handler notification
-    ↓
-Result reporting
-```
-
-## Security Architecture
-
-### Defense in Depth
-
-#### Network Layer
-- **Tailscale VPN**: Encrypted mesh network
-- **UFW Firewall**: Default deny, explicit allow
-- **SSH Hardening**: Key-only, rate limiting
-
-#### Application Layer
-- **Fail2ban**: Intrusion prevention
-- **Package signing**: GPG verification
-- **Service isolation**: Docker containers
-
-#### Data Layer
-- **Ansible Vault**: Encrypted secrets
-- **SSH Keys**: Ed25519 cryptography
-
-### Access Control
-
-```
-User → SSH Key → Jump Host → Tailscale → Target Host
-         ↓           ↓           ↓           ↓
-      Ed25519    Bastion    WireGuard    Firewall
-                            Encryption    Rules
-```
-
-## Storage Architecture
-
-
-### Configuration Storage
-```
-/etc/              # System configuration
-/opt/              # Application data
-/usr/local/        # Custom scripts
-/var/log/          # Logs and audit trails
-```
-
-## Monitoring Architecture
-
-### System Monitoring
-- **btop/htop**: Process monitoring
-- **iotop**: I/O monitoring
-- **nethogs**: Network per-process
-- **Custom dashboards**: sysinfo, netinfo
-
-### Log Management
-- **logwatch**: Daily summaries
-- **journald**: System logs
-- **fail2ban**: Security logs
-
-## Scalability Considerations
-
-### Horizontal Scaling
-- Add hosts to inventory groups
-- Parallel execution with ansible forks
-- Role reusability across environments
-
-### Vertical Scaling
-- Proxmox VM resource adjustment
-- Docker resource limits
-- Service-specific tuning
-
-## Technology Stack
-
-### Core Technologies
-- **Ansible**: 2.9+ (Configuration management)
-- **Python**: 3.x (Ansible runtime)
-- **Jinja2**: Templating engine
-- **YAML**: Configuration format
-
-### Target Platforms
-- **Debian**: 11+ (Bullseye, Bookworm)
-- **Ubuntu**: 20.04+ (Focal, Jammy, Noble)
-- **Alpine**: 3.x (Lightweight containers)
-
-### Service Technologies
-- **Docker**: Container runtime
-- **Tailscale**: Mesh VPN
-- **SystemD**: Service management
-- **UFW**: Firewall management
+This `docs/reference/architecture.md` file is kept as a pointer to avoid maintaining two competing sources of truth.
 
 ## Best Practices
 

docs/reference/makefile.md

@@ -58,6 +58,10 @@ Complete reference for all available `make` commands in the Ansible project.
 | Command | Description | Usage |
 |---------|-------------|-------|
 | `create-vm` | Create Ansible controller VM on Proxmox | `make create-vm` |
+| `proxmox-info` | Show Proxmox guest info (LXC/VM) | `make proxmox-info [PROJECT=projectA] [ALL=true] [TYPE=lxc\|qemu\|all]` |
+| `app-provision` | Provision app project guests on Proxmox | `make app-provision PROJECT=projectA` |
+| `app-configure` | Configure OS + app on project guests | `make app-configure PROJECT=projectA` |
+| `app` | Provision + configure app project guests | `make app PROJECT=projectA` |
 | `ping` | Ping hosts with colored output | `make ping [GROUP=dev] [HOST=dev01]` |
 | `facts` | Gather facts from all hosts | `make facts` |
 | `test-connectivity` | Test network and SSH access | `make test-connectivity` |
@@ -69,6 +73,7 @@ Complete reference for all available `make` commands in the Ansible project.
 | `copy-ssh-key` | Copy SSH key to specific host | `make copy-ssh-key HOST=giteaVM` |
 | `create-vault` | Create encrypted vault file | `make create-vault` |
 | `edit-vault` | Edit encrypted host vars | `make edit-vault HOST=dev01` |
+| `edit-group-vault` | Edit encrypted group vars (production inventory) | `make edit-group-vault` |
 
 ## Utility Commands
 

docs/reference/network.md

@@ -0,0 +1,21 @@
+# Network reference
+
+## Overview
+
+This repo manages hosts reachable over your LAN and optionally over a Tailscale overlay network.
+
+## Physical network
+
+- Typical LAN: `192.168.1.0/24` (adjust for your environment)
+- Inventory host addressing is defined in `inventories/production/hosts`
+
+## Tailscale overlay
+
+- Tailscale provides a mesh VPN (WireGuard-based) with `100.x.y.z` addresses.
+- The repo installs/configures it via `playbooks/tailscale.yml` + `roles/tailscale/`.
+
+## References
+
+- Tailscale guide: `docs/guides/tailscale.md`
+- Canonical architecture: `project-docs/architecture.md`
+

docs/reference/playbooks-and-tags.md

@@ -0,0 +1,281 @@
+# Playbooks & Tags Map
+
+This repo is organized around playbooks in `playbooks/` (plus a few thin wrapper playbooks in the repo root).
+
+This reference gives you:
+- **Execution paths**: where each playbook “goes” (imports → roles → included tasks).
+- **Tag paths**: what each tag actually selects, including Makefile shortcuts.
+
+---
+
+## Playbook entrypoints (paths)
+
+### `site.yml` (wrapper)
+
+`site.yml` is a wrapper that delegates to `playbooks/site.yml`.
+
+```mermaid
+flowchart TD
+  A[site.yml] --> B[playbooks/site.yml]
+```
+
+### `playbooks/site.yml` (dispatcher)
+
+This is a pure dispatcher: it imports other playbooks and assigns **top-level tags** per import.
+
+```mermaid
+flowchart TD
+  S[playbooks/site.yml] -->|tags: maintenance| M[playbooks/maintenance.yml]
+  S -->|tags: development| D[playbooks/development.yml]
+  S -->|tags: tailscale| T[playbooks/tailscale.yml]
+  S -->|tags: app| A[playbooks/app/site.yml]
+```
+
+### `playbooks/maintenance.yml`
+
+```mermaid
+flowchart TD
+  P[playbooks/maintenance.yml] --> R[role: maintenance]
+```
+
+- **Notes**:
+  - `pre_tasks`/`post_tasks` in the playbook are **untagged**; if you run with
+    `--tags maintenance`, only the `maintenance` role runs (the untagged pre/post tasks are skipped).
+
+### `playbooks/development.yml`
+
+Targets: `hosts: dev`
+
+```mermaid
+flowchart TD
+  P[playbooks/development.yml] --> R1[role: maintenance]
+  P --> R2[role: base]
+  P --> R3[role: user]
+  P --> R4[role: ssh]
+  P --> R5[role: shell]
+  P --> R6[role: development]
+  P --> R7[role: datascience]
+  P --> R8[role: docker]
+  P --> R9[role: monitoring_desktop]
+
+  %% role-internal paths that matter
+  R5 --> S1[roles/shell/tasks/main.yml]
+  S1 --> S2[include_tasks: roles/shell/tasks/configure_user_shell.yml]
+
+  R8 --> D1[roles/docker/tasks/main.yml]
+  D1 --> D2[include_tasks: roles/docker/tasks/setup_gpg_key.yml]
+  D1 --> D3[include_tasks: roles/docker/tasks/setup_repo_*.yml]
+```
+
+- **Notes**:
+  - `pre_tasks` is **untagged**; if you run with tag filters, that apt-cache update is skipped unless you include
+    `--tags all` or also run untagged tasks (Ansible has `--skip-tags`/`--tags` behavior to be aware of).
+
+### `playbooks/local.yml`
+
+Targets: `hosts: localhost`, `connection: local`
+
+This is basically the same role stack as `playbooks/development.yml` (minus `datascience`), but applied locally.
+
+```mermaid
+flowchart TD
+  P[playbooks/local.yml] --> R1[role: maintenance]
+  P --> R2[role: base]
+  P --> R3[role: user]
+  P --> R4[role: ssh]
+  P --> R5[role: shell]
+  P --> R6[role: development]
+  P --> R7[role: docker]
+  P --> R8[role: monitoring_desktop]
+```
+
+### `playbooks/servers.yml`
+
+Targets by default: `services:qa:ansible:tailscale` (override via `-e target_group=...`).
+
+```mermaid
+flowchart TD
+  P[playbooks/servers.yml] --> R1[role: maintenance]
+  P --> R2[role: base]
+  P --> R3[role: user]
+  P --> R4[role: ssh]
+  P --> R5[role: shell]
+  P --> R6[role: docker]
+  P --> R7[role: monitoring_server]
+```
+
+### `playbooks/workstations.yml`
+
+Two plays:
+- Workstation baseline for `dev:desktop:local`
+- Desktop applications only for the `desktop` group
+
+```mermaid
+flowchart TD
+  W[playbooks/workstations.yml] --> B1[play: workstation baseline]
+  B1 --> R1[role: maintenance]
+  B1 --> R2[role: base]
+  B1 --> R3[role: user]
+  B1 --> R4[role: ssh]
+  B1 --> R5[role: shell]
+  B1 --> R6[role: development]
+  B1 --> R7[role: datascience]
+  B1 --> R8[role: docker]
+  B1 --> R9[role: monitoring_desktop]
+
+  W --> B2[play: desktop apps]
+  B2 --> A1[role: applications]
+```
+
+### `playbooks/shell.yml`
+
+```mermaid
+flowchart TD
+  P[playbooks/shell.yml] --> R[role: shell]
+  R --> S1[roles/shell/tasks/main.yml]
+  S1 --> S2[include_tasks: roles/shell/tasks/configure_user_shell.yml]
+```
+
+### `playbooks/tailscale.yml`
+
+```mermaid
+flowchart TD
+  P[playbooks/tailscale.yml] --> R[role: tailscale]
+  R --> T1[roles/tailscale/tasks/main.yml]
+  T1 -->|Debian| T2[include_tasks: roles/tailscale/tasks/debian.yml]
+  T1 -->|Alpine| T3[include_tasks: roles/tailscale/tasks/alpine.yml]
+```
+
+### `playbooks/infrastructure/proxmox-vm.yml`
+
+Creates an Ansible controller VM on Proxmox (local connection) via `role: proxmox_vm`.
+
+```mermaid
+flowchart TD
+  P[playbooks/infrastructure/proxmox-vm.yml] --> R[role: proxmox_vm]
+  R --> M1[roles/proxmox_vm/tasks/main.yml]
+  M1 -->|proxmox_guest_type=lxc| L1[include_tasks: roles/proxmox_vm/tasks/lxc.yml]
+  M1 -->|else| K1[include_tasks: roles/proxmox_vm/tasks/kvm.yml]
+```
+
+### App project suite (`playbooks/app/*`)
+
+#### `playbooks/app/site.yml` (app dispatcher)
+
+```mermaid
+flowchart TD
+  S[playbooks/app/site.yml] -->|tags: app,provision| P[playbooks/app/provision_vms.yml]
+  S -->|tags: app,configure| C[playbooks/app/configure_app.yml]
+```
+
+#### `playbooks/app/provision_vms.yml` (provision app guests)
+
+High-level loop: `project_key` → `env_item` → provision guest → add to dynamic inventory groups.
+
+```mermaid
+flowchart TD
+  P[playbooks/app/provision_vms.yml] --> T1[include_tasks: playbooks/app/provision_one_guest.yml]
+  T1 --> T2[include_tasks: playbooks/app/provision_one_env.yml]
+  T2 --> R[include_role: proxmox_vm]
+  R --> M1[roles/proxmox_vm/tasks/main.yml]
+  M1 --> L1[roles/proxmox_vm/tasks/lxc.yml]
+
+  T2 --> H[add_host groups]
+  H --> G1[app_all]
+  H --> G2[app_${project}_all]
+  H --> G3[app_${project}_${env}]
+```
+
+#### `playbooks/app/configure_app.yml` (configure app guests)
+
+Two phases:
+1) **localhost** builds a dynamic inventory from `app_projects` (static IPs)
+2) **app_all** (or `app_${project}_all`) configures each host
+
+```mermaid
+flowchart TD
+  A[play: localhost build inventory] --> H[add_host groups]
+  H --> G1[app_all / app_${project}_*]
+
+  B[play: app_all configure] --> OS[include_role: base_os]
+  B --> POTE[include_role: pote (only when app_project == 'pote')]
+  B --> APP[include_role: app_setup (when app_project != 'pote')]
+```
+
+#### `playbooks/app/proxmox_info.yml`
+
+Single local play that queries Proxmox and prints a filtered summary.
+
+#### `playbooks/app/ssh_client_config.yml`
+
+Single local play that optionally manages `~/.ssh/config` (gated by `manage_ssh_config`).
+
+---
+
+## Tags map (what each tag hits)
+
+### Top-level dispatcher tags (`playbooks/site.yml`)
+
+- **maintenance**: runs `playbooks/maintenance.yml`
+- **development**: runs `playbooks/development.yml`
+- **tailscale**: runs `playbooks/tailscale.yml`
+- **app**: runs `playbooks/app/site.yml` (and therefore app provision + configure)
+
+### Dev/local role tags (`playbooks/development.yml`, `playbooks/local.yml`)
+
+These playbooks tag roles directly:
+- **maintenance** → `role: maintenance`
+- **base** → `role: base`
+- **security** → `role: base` + `role: ssh` (both are tagged `security` at role-inclusion)
+- **user** → `role: user`
+- **ssh** → `role: ssh`
+- **shell** → `role: shell`
+- **development** / **dev** → `role: development`
+- **docker** → `role: docker`
+- **monitoring** → `role: monitoring_desktop`
+- **datascience** / **conda** / **jupyter** / **r** → `role: datascience` (development playbook only)
+- **tailscale** / **vpn** → (currently commented out in dev/local)
+
+### Workstation + desktop apps tags (`playbooks/workstations.yml`)
+
+- **apps** / **applications** → `role: applications` (desktop group only)
+
+### App suite tags
+
+From `playbooks/app/site.yml` imports:
+- **app**: everything in the app suite
+- **provision**: `playbooks/app/provision_vms.yml` only
+- **configure**: `playbooks/app/configure_app.yml` only
+
+Standalone app playbook tags (so `--tags ...` works when running them directly):
+- `playbooks/app/provision_vms.yml`: **app**, **provision**
+- `playbooks/app/configure_app.yml`: **app**, **configure**
+- `playbooks/app/proxmox_info.yml`: **app**, **proxmox**, **info**
+- `playbooks/app/ssh_client_config.yml`: **app**, **ssh-config**
+
+### Role-internal tags (task/block level)
+
+These are tags inside role task files (useful for targeting parts of a role even if the role itself isn’t included with that tag):
+- `roles/datascience/tasks/main.yml`:
+  - **conda**
+  - **jupyter**
+  - **r**, **rstats**
+
+### Makefile tag shortcuts
+
+Make targets that apply `--tags`:
+- `make datascience HOST=...` → `--tags datascience`
+- `make security` → `--tags security`
+- `make docker` → `--tags docker`
+- `make shell` → `--tags shell`
+- `make apps` → `--tags apps`
+- `make monitoring` → `--tags monitoring`
+
+---
+
+## Tag-filtering gotchas (important)
+
+- If you run with `--tags X`, **untagged** `pre_tasks`/`tasks`/`post_tasks` in a playbook are skipped.
+  - Example: `playbooks/maintenance.yml` has untagged `pre_tasks` and `post_tasks`.
+    `--tags maintenance` runs only the `maintenance` role, not the surrounding reporting steps.
+

docs/reference/security.md

@@ -0,0 +1,28 @@
+# Security reference
+
+## Overview
+
+Security in this repo is implemented via:
+- hardened SSH + firewall defaults (`roles/ssh/`)
+- baseline system configuration (`roles/base/`)
+- monitoring/intrusion prevention on servers (`roles/monitoring_server/`)
+- secrets handled via Ansible Vault (`inventories/production/group_vars/all/vault.yml`)
+
+## Recommended execution
+
+```bash
+# Dry-run first
+make check
+
+# Apply security-tagged tasks
+make security
+```
+
+## Vault
+
+- Vault guide: `docs/guides/vault.md`
+
+## Canonical standards
+
+- `project-docs/standards.md`
+

inventories/production/group_vars/all/main.yml

@@ -30,3 +30,269 @@ tailscale_accept_routes: true
 tailscale_accept_dns: true
 tailscale_ssh: false
 tailscale_hostname: "{{ inventory_hostname }}"
+
+# -----------------------------------------------------------------------------
+# Proxmox + modular app projects (LXC-first)
+#
+# This repo can manage many independent apps ("projects"). Each project defines
+# its own dev/qa/prod guests (IPs/VMIDs/branches) under `app_projects`.
+#
+# Usage examples:
+# - Run one project: ansible-playbook -i inventories/production playbooks/app/site.yml -e app_project=projectA
+# - Run all projects: ansible-playbook -i inventories/production playbooks/app/site.yml
+# -----------------------------------------------------------------------------
+
+# Proxmox API connection (keep secrets in vault)
+proxmox_host: "{{ vault_proxmox_host }}"
+proxmox_user: "{{ vault_proxmox_user }}"
+proxmox_node: "{{ vault_proxmox_node | default('pve') }}"
+proxmox_api_port: "{{ vault_proxmox_api_port | default(8006) }}"
+# Proxmox commonly uses a self-signed cert; keep validation off by default.
+proxmox_validate_certs: false
+
+# Prefer API token auth (store in vault):
+# - proxmox_token_id: "ansible@pve!token-name"
+# - vault_proxmox_token: "secret"
+proxmox_token_id: "{{ vault_proxmox_token_id | default('') }}"
+
+# Default guest type for new projects. (Later you can set to `kvm` per project/env.)
+proxmox_guest_type: lxc
+
+# Proxmox LXC defaults (override per project/env as needed)
+lxc_ostemplate: "local:vztmpl/debian-12-standard_12.7-1_amd64.tar.zst"
+lxc_storage: "local-lvm"
+lxc_network_bridge: "vmbr0"
+lxc_unprivileged: true
+lxc_features_list:
+  - "keyctl=1"
+  - "nesting=1"
+lxc_start_after_create: true
+lxc_nameserver: "1.1.1.1 8.8.8.8"
+
+# Base OS / access defaults
+appuser_name: appuser
+appuser_shell: /bin/bash
+appuser_groups:
+  - sudo
+# Store your workstation public key in vault_ssh_public_key
+appuser_ssh_public_key: "{{ vault_ssh_public_key }}"
+
+# App defaults (override per project)
+app_backend_port: 3001
+app_frontend_port: 3000
+
+# Default Node workflow commands (override per project if your app differs)
+app_backend_install_cmd: "npm ci"
+app_backend_migrate_cmd: "npm run migrate"
+app_backend_start_cmd: "npm start"
+
+app_frontend_install_cmd: "npm ci"
+app_frontend_build_cmd: "npm run build"
+app_frontend_start_cmd: "npm start"
+
+# Projects definition: add as many projects as you want here.
+# Each project has envs (dev/qa/prod) defining name/vmid/ip/gateway/branch and
+# optional env_vars (dummy placeholders by default).
+#
+# -----------------------------------------------------------------------------
+# Proxmox VMID/CTID ranges (DEDICATED; avoid collisions)
+#
+# Proxmox IDs are global. Never reuse IDs across unrelated guests.
+# Suggested reservation table (edit to your preference):
+# - 9000-9099: pote
+# - 9100-9199: punimTagFE
+# - 9200-9299: punimTagBE
+# - 9300-9399: projectA (example)
+# -----------------------------------------------------------------------------
+app_projects:
+  projectA:
+    description: "Example full-stack app (edit repo_url, IPs, secrets)."
+    repo_url: "git@github.com:example/projectA.git"
+    components:
+      backend: true
+      frontend: true
+
+
+    # Repo is assumed to contain `backend/` and `frontend/` directories.
+    repo_dest: "/srv/app"
+
+    # Optional overrides for this project
+    backend_port: "{{ app_backend_port }}"
+    frontend_port: "{{ app_frontend_port }}"
+
+    guest_defaults:
+      guest_type: "{{ proxmox_guest_type }}"
+      cores: 2
+      memory_mb: 2048
+      swap_mb: 512
+      rootfs_size_gb: 16
+
+    deploy:
+      backend_install_cmd: "{{ app_backend_install_cmd }}"
+      backend_migrate_cmd: "{{ app_backend_migrate_cmd }}"
+      backend_start_cmd: "{{ app_backend_start_cmd }}"
+      frontend_install_cmd: "{{ app_frontend_install_cmd }}"
+      frontend_build_cmd: "{{ app_frontend_build_cmd }}"
+      frontend_start_cmd: "{{ app_frontend_start_cmd }}"
+
+    envs:
+      dev:
+        name: "projectA-dev"
+        vmid: 9301
+        ip: "10.0.10.101/24"
+        gateway: "10.0.10.1"
+        branch: "dev"
+        env_vars:
+          APP_ENV: "dev"
+          BACKEND_BASE_URL: "http://10.0.10.101:{{ app_backend_port }}"
+          FRONTEND_BASE_URL: "http://10.0.10.101:{{ app_frontend_port }}"
+          SECRET_PLACEHOLDER: "change-me"
+      qa:
+        name: "projectA-qa"
+        vmid: 9302
+        ip: "10.0.10.102/24"
+        gateway: "10.0.10.1"
+        branch: "qa"
+        env_vars:
+          APP_ENV: "qa"
+          BACKEND_BASE_URL: "http://10.0.10.102:{{ app_backend_port }}"
+          FRONTEND_BASE_URL: "http://10.0.10.102:{{ app_frontend_port }}"
+          SECRET_PLACEHOLDER: "change-me"
+      prod:
+        name: "projectA-prod"
+        vmid: 9303
+        ip: "10.0.10.103/24"
+        gateway: "10.0.10.1"
+        branch: "main"
+  pote:
+    description: "POTE (python/venv + cron) project (edit repo_url, IPs, secrets)."
+    repo_url: "gitea@10.0.30.169:ilia/POTE.git"
+    # POTE deploys as a user-owned python app (not /srv/app)
+    repo_dest: "/home/poteapp/pote"
+    os_user: "poteapp"
+    components:
+      backend: false
+      frontend: false
+    guest_defaults:
+      guest_type: "{{ proxmox_guest_type }}"
+      cores: 2
+      memory_mb: 2048
+      swap_mb: 512
+      rootfs_size_gb: 16
+    # POTE-specific optional defaults (override per env if needed)
+    pote_db_host: "localhost"
+    pote_db_user: "poteuser"
+    pote_db_name: "potedb"
+    pote_smtp_host: "mail.levkin.ca"
+    pote_smtp_port: 587
+    envs:
+      dev:
+        name: "pote-dev"
+        vmid: 9001
+        ip: "10.0.10.114/24"
+        gateway: "10.0.10.1"
+        branch: "dev"
+      qa:
+        name: "pote-qa"
+        vmid: 9002
+        ip: "10.0.10.112/24"
+        gateway: "10.0.10.1"
+        branch: "qa"
+      prod:
+        name: "pote-prod"
+        vmid: 9003
+        ip: "10.0.10.113/24"
+        gateway: "10.0.10.1"
+        branch: "main"
+
+  punimTagFE:
+    description: "punimTag frontend-only project (edit repo_url, IPs, secrets)."
+    repo_url: "git@github.com:example/punimTagFE.git"
+    repo_dest: "/srv/app"
+    components:
+      backend: false
+      frontend: true
+    guest_defaults:
+      guest_type: "{{ proxmox_guest_type }}"
+      cores: 2
+      memory_mb: 2048
+      swap_mb: 512
+      rootfs_size_gb: 16
+    deploy:
+      frontend_install_cmd: "{{ app_frontend_install_cmd }}"
+      frontend_build_cmd: "{{ app_frontend_build_cmd }}"
+      frontend_start_cmd: "{{ app_frontend_start_cmd }}"
+    envs:
+      dev:
+        name: "punimTagFE-dev"
+        vmid: 9101
+        ip: "10.0.10.121/24"
+        gateway: "10.0.10.1"
+        branch: "dev"
+        env_vars:
+          APP_ENV: "dev"
+          SECRET_PLACEHOLDER: "change-me"
+      qa:
+        name: "punimTagFE-qa"
+        vmid: 9102
+        ip: "10.0.10.122/24"
+        gateway: "10.0.10.1"
+        branch: "qa"
+        env_vars:
+          APP_ENV: "qa"
+          SECRET_PLACEHOLDER: "change-me"
+      prod:
+        name: "punimTagFE-prod"
+        vmid: 9103
+        ip: "10.0.10.123/24"
+        gateway: "10.0.10.1"
+        branch: "main"
+        env_vars:
+          APP_ENV: "prod"
+          SECRET_PLACEHOLDER: "change-me"
+
+  punimTagBE:
+    description: "punimTag backend-only project (edit repo_url, IPs, secrets)."
+    repo_url: "git@github.com:example/punimTagBE.git"
+    repo_dest: "/srv/app"
+    components:
+      backend: true
+      frontend: false
+    guest_defaults:
+      guest_type: "{{ proxmox_guest_type }}"
+      cores: 2
+      memory_mb: 2048
+      swap_mb: 512
+      rootfs_size_gb: 16
+    deploy:
+      backend_install_cmd: "{{ app_backend_install_cmd }}"
+      backend_migrate_cmd: "{{ app_backend_migrate_cmd }}"
+      backend_start_cmd: "{{ app_backend_start_cmd }}"
+    envs:
+      dev:
+        name: "punimTagBE-dev"
+        vmid: 9201
+        ip: "10.0.10.131/24"
+        gateway: "10.0.10.1"
+        branch: "dev"
+        env_vars:
+          APP_ENV: "dev"
+          SECRET_PLACEHOLDER: "change-me"
+      qa:
+        name: "punimTagBE-qa"
+        vmid: 9202
+        ip: "10.0.10.132/24"
+        gateway: "10.0.10.1"
+        branch: "qa"
+        env_vars:
+          APP_ENV: "qa"
+          SECRET_PLACEHOLDER: "change-me"
+      prod:
+        name: "punimTagBE-prod"
+        vmid: 9203
+        ip: "10.0.10.133/24"
+        gateway: "10.0.10.1"
+        branch: "main"
+        env_vars:
+          APP_ENV: "prod"
+          SECRET_PLACEHOLDER: "change-me"

inventories/production/group_vars/all/vault.example.yml

@@ -0,0 +1,42 @@
+---
+# Example vault values for Proxmox app projects.
+#
+# Copy required keys into your encrypted vault:
+#   make edit-group-vault
+#
+# Never commit real secrets unencrypted.
+
+# Proxmox API
+vault_proxmox_host: "10.0.10.201"
+vault_proxmox_user: "root@pam"
+vault_proxmox_node: "pve"
+vault_proxmox_password: "CHANGE_ME"
+
+# Optional token auth (recommended if you use it)
+# vault_proxmox_token_id: "root@pam!ansible"
+# vault_proxmox_token: "CHANGE_ME"
+
+# SSH public key for appuser (workstation key)
+vault_ssh_public_key: "ssh-ed25519 AAAA... you@example"
+
+# LXC create bootstrap password (often required by Proxmox)
+vault_lxc_root_password: "CHANGE_ME"
+
+# -----------------------------------------------------------------------------
+# POTE (python/venv + cron) secrets
+# -----------------------------------------------------------------------------
+# Private key used for cloning from Gitea (deploy key). Store as a multi-line block.
+vault_pote_git_ssh_key: |
+  -----BEGIN OPENSSH PRIVATE KEY-----
+  CHANGE_ME
+  -----END OPENSSH PRIVATE KEY-----
+
+# Environment-specific DB passwords (used by roles/pote)
+vault_pote_db_password_dev: "CHANGE_ME"
+vault_pote_db_password_qa: "CHANGE_ME"
+vault_pote_db_password_prod: "CHANGE_ME"
+
+# SMTP password for reports
+vault_pote_smtp_password: "CHANGE_ME"
+
+

inventories/production/group_vars/all/vault.yml

@@ -1,10 +1,47 @@
 $ANSIBLE_VAULT;1.1;AES256
-36343265643238633236643162613137393331386164306133666537633336633036376433386161
-3135366566623235333264386539346364333435373065300a633231633731316633313166346161
-30363334613965666634633665363632323966396464633636346533616634393664386566333230
-3463666531323866660a666238383331383562313363386639646161653334313661393065343135
-33613762653361656633366465306264323935363032353737333935363165346639616330333939
-39336538643866366361313838636338643336376365373166376234383838656430623339313162
-37353461313263643263376232393138396233366234336333613535366234383661353938663032
-65383737343164343431363764333063326230623263323231366232626131306637353361343466
-6131
+36643038376636383030343730626264613839396462366365633837636130623639393361656634
+3238353261633635353662653036393835313963373562390a646535376366656163383632313835
+39646666653362336661633736333365343962346432653131613134353361366263373162386631
+3134613438626132320a313765343338643535343837306339616564336564303166626164356530
+63663363656535303137663431613861343662303664313332626166373463393931323937613230
+66333665316331323637663437653339353737653336633864393033336630336438646162643662
+31656164363933333036376263303034646366393134636630663631353235373831303264363762
+66643865616130306537383836646237613730643133656333666632326538613764383530363363
+61386161646637316166303633643665383365346534323939383034613430386362303038313761
+36303364396436373466653332303562653038373962616539356633373065643130303036363161
+65353163326136383066393332376236386333653532326337613163346334616234643562643265
+62316134386365343733636661336130623364386634383965386135616633323132643365613231
+34636435333031376136396336316337666161383562343834383865316436633333333065323138
+37343865363731303137666330306131373734623637343531623562353332353437646631343363
+30393565376435303430396535643165616534313334326462363130626639343038643835336335
+33613630336534666163356631353438373462306566376134323536373832643264633365653465
+62386363326436623330653430383262653732376235626432656362306363303663623834653664
+31373762306539376431353137393664396165396261613364653339373765393863633833396131
+36666235666234633430373338323331313531643736656137303937653865303431643164373161
+39633238383265396366386230303536613461633431333565353433643935613231333232333063
+36643435376165656262623863373039393837643564366531666462376162653630626634663037
+39373439336239646131306133663566343734656339346462356662373561306264333364383966
+38343463616666613037636335333137633737666166633364343736646232396566373866633531
+34303734376137386363373039656565323364333539626630323465666636396465323861333365
+35376161663630356132373638333937376164316361303531303637396334306133373237656265
+36356532623130323565396531306136363339363437376364343138653139653335343765316365
+38313035366137393365316139326236326330386365343665376335313339666231333632333133
+32353865626531373462346261653832386234396531653136323162653865303861396233376261
+34616232363965313635373833333737336166643734373633313865323066393930666562316136
+36373763356365646361656436383463393237623461383531343134373336663763663464336361
+38396532383932643065303731663565353366373033353237383538636365323064396531386134
+61643964613930373439383032373364316437303239393434376465393639373634663738623461
+37386366616333626434363761326361373533306635316164316363393264303633353939613239
+37353266303637323139653630663236663633313061306633316139666539376632306630313362
+34633834326433646230303634313266303530633236353262633066396462646365623935343161
+34393166643666366164313438383939386434366665613330653739383139613732396633383261
+33633664303131383163356362316639353064373861343132623565636631333135663034373461
+61303031616634333235303066633939643337393862653031323936363932633438303035323238
+66323066353737316166383533636661336637303265343937633064626164623462656134333732
+33316536336430636636646561626232666633656266326339623732363531326131643764313838
+62356537326166346666313930383639386466633432626235373738633833393164646238366465
+62373938363739373036666238666433303061633732663565666433333631326432626461353037
+39636263636632313431353364386566383134653139393762623562643561616166633035353038
+39326462356332616563303462636536636132633933336532383938373030666333363264346632
+64643063373830353130613662323131353964313038323735626464313363326364653732323732
+3663393964633138376665323435366463623463613237366465

inventories/production/host_vars/dev02.yml

@@ -0,0 +1,16 @@
+---
+# Host variables for dev02
+
+# Use ladmin user with sudo to become root
+ansible_become: true
+ansible_become_method: sudo
+ansible_become_password: "{{ vault_dev02_become_password }}"
+
+# Configure shell for ladmin
+shell_users:
+  - ladmin
+
+# Skip data science stack
+install_conda: false
+install_jupyter: false
+install_r: false

inventories/production/host_vars/devGPU.yml

@@ -1,3 +1,4 @@
+---
 ansible_become_password: root
 
 ansible_python_interpreter: /usr/bin/python3
@@ -21,10 +22,4 @@ jupyter_bind_all_interfaces: true
 # R configuration
 install_r: true
 
-# Cursor IDE configuration
-install_cursor_extensions: true
-
-# Cursor extension groups to enable
-install_python: true        # Python development
-
-install_docs: true         # Markdown/documentation
+# IDE/editor tooling is intentionally not managed by Ansible in this repo.

inventories/production/host_vars/git-ci-01.yml

@@ -1,3 +1,4 @@
+---
 # Configure sudo path for git-ci-01
 # Sudo may not be in PATH for non-interactive shells
 ansible_become_exe: /usr/bin/sudo
@@ -5,4 +6,3 @@ ansible_become_method: sudo
 
 # Alternative: if sudo is in a different location, update this
 # ansible_become_exe: /usr/local/bin/sudo
-

inventories/production/host_vars/sonarqube-01.yml

@@ -7,4 +7,3 @@ ansible_become_method: sudo
 # Configure shell for ladmin user
 shell_users:
   - ladmin
-

inventories/production/hosts

@@ -2,24 +2,18 @@
 # Primary IPs: Tailscale (100.x.x.x) for remote access
 # Fallback IPs: Local network (10.0.x.x) when Tailscale is down
 # Usage: ansible_host_fallback is available for manual fallback
-
-[gitea]
-giteaVM ansible_host=10.0.30.169 ansible_user=root
-
-[portainer]
-portainerVM ansible_host=10.0.30.69 ansible_user=ladmin
-
-[homepage]
-homepageVM ansible_host=10.0.30.12 ansible_user=homepage
-
-[vaultwarden]
-vaultwardenVM ansible_host=10.0.10.142 ansible_user=root
+#
+# NOTE: Proxmox app projects (dev/qa/prod) are provisioned dynamically via
+# `playbooks/app/site.yml` (it uses `add_host` based on `app_projects`).
+# You generally do NOT need to add project hosts here.
 
 [dev]
 dev01 ansible_host=10.0.30.105 ansible_user=ladmin
 bottom ansible_host=10.0.10.156 ansible_user=beast
 debianDesktopVM ansible_host=10.0.10.206 ansible_user=user skip_reboot=true
 devGPU ansible_host=10.0.30.63 ansible_user=root
+
+[qa]
 git-ci-01 ansible_host=10.0.10.223 ansible_user=ladmin
 sonarqube-01 ansible_host=10.0.10.54 ansible_user=ladmin
 
@@ -34,8 +28,14 @@ caddy ansible_host=10.0.10.50 ansible_user=root
 jellyfin ansible_host=10.0.10.232 ansible_user=root
 listmonk ansible_host=10.0.10.149 ansible_user=root
 nextcloud ansible_host=10.0.10.25 ansible_user=root
-actual ansible_host=10.0.10.159 ansible_user=root
+actual ansible_host=10.0.10.158 ansible_user=root
+vikanjans ansible_host=10.0.10.159 ansible_user=root
 n8n ansible_host=10.0.10.158 ansible_user=root
+giteaVM ansible_host=10.0.30.169 ansible_user=root
+portainerVM ansible_host=10.0.30.69 ansible_user=ladmin
+homepageVM ansible_host=10.0.30.12 ansible_user=homepage
+vaultwardenVM ansible_host=10.0.10.142 ansible_user=ladmin
+qBittorrent ansible_host=10.0.10.91 ansible_user=root port=8080
 
 [desktop]
 desktop-beast ansible_host=100.117.34.106 ansible_user=beast

package-lock.json

@@ -13,7 +13,7 @@
         "markdownlint-cli2": "^0.18.1"
       },
       "engines": {
-        "node": ">=22.0.0",
+        "node": ">=20.0.0",
         "npm": ">=10.0.0"
       }
     },

playbooks/app/configure_app.yml

@@ -0,0 +1,134 @@
+---
+# Playbook: app/configure_app.yml
+# Purpose: Configure OS + app runtime on app project guests created via provision_vms.yml
+# Targets: app_all or per-project group created dynamically
+# Tags: app, configure
+#
+# Usage:
+# - Run one project: ansible-playbook -i inventories/production playbooks/app/site.yml -e app_project=projectA
+# - Run all projects: ansible-playbook -i inventories/production playbooks/app/site.yml
+
+- name: Build dynamic inventory from app_projects (so configure can run standalone)
+  hosts: localhost
+  connection: local
+  gather_facts: false
+  tags: ['app', 'configure']
+  vars:
+    selected_projects: >-
+      {{
+        (app_projects | dict2items | map(attribute='key') | list)
+        if (app_project is not defined or app_project | length == 0)
+        else [app_project]
+      }}
+    app_bootstrap_user_default: root
+    # If true, configure plays will use vault_lxc_root_password for initial SSH bootstrap.
+    bootstrap_with_root_password_default: false
+  tasks:
+    - name: Validate requested project exists
+      ansible.builtin.assert:
+        that:
+          - app_project is not defined or app_project in app_projects
+        fail_msg: "Requested app_project={{ app_project }} does not exist in app_projects."
+
+    - name: Add each project/env host (by static IP) to dynamic inventory
+      ansible.builtin.add_host:
+        name: "{{ app_projects[item.0].envs[item.1].name | default(item.0 ~ '-' ~ item.1) }}"
+        groups:
+          - "app_all"
+          - "app_{{ item.0 }}_all"
+          - "app_{{ item.0 }}_{{ item.1 }}"
+        ansible_host: "{{ (app_projects[item.0].envs[item.1].ip | string).split('/')[0] }}"
+        ansible_user: "{{ app_bootstrap_user | default(app_bootstrap_user_default) }}"
+        ansible_password: >-
+          {{
+            vault_lxc_root_password
+            if ((bootstrap_with_root_password | default(bootstrap_with_root_password_default) | bool) and (vault_lxc_root_password | default('') | length) > 0)
+            else omit
+          }}
+        app_project: "{{ item.0 }}"
+        app_env: "{{ item.1 }}"
+      loop: "{{ selected_projects | product(['dev', 'qa', 'prod']) | list }}"
+      when:
+        - app_projects[item.0] is defined
+        - app_projects[item.0].envs[item.1] is defined
+        - (app_projects[item.0].envs[item.1].ip | default('')) | length > 0
+
+- name: Configure app guests (base OS + app setup)
+  hosts: >-
+    {{
+      ('app_' ~ app_project ~ '_all')
+      if (app_project is defined and app_project | length > 0)
+      else 'app_all'
+    }}
+  become: true
+  gather_facts: true
+  tags: ['app', 'configure']
+
+  tasks:
+    - name: Build project/env effective variables
+      ansible.builtin.set_fact:
+        project_def: "{{ app_projects[app_project] }}"
+        env_def: "{{ app_projects[app_project].envs[app_env] }}"
+      when: app_project is defined and app_env is defined
+
+    - name: Configure base OS
+      ansible.builtin.include_role:
+        name: base_os
+      vars:
+        base_os_backend_port: "{{ (project_def.backend_port | default(app_backend_port)) if project_def is defined else app_backend_port }}"
+        base_os_frontend_port: "{{ (project_def.frontend_port | default(app_frontend_port)) if project_def is defined else app_frontend_port }}"
+        base_os_enable_backend: "{{ project_def.components.backend | default(true) }}"
+        base_os_enable_frontend: "{{ project_def.components.frontend | default(true) }}"
+        base_os_user: "{{ project_def.os_user | default(appuser_name) }}"
+        base_os_user_ssh_public_key: "{{ project_def.os_user_ssh_public_key | default(appuser_ssh_public_key | default('')) }}"
+        # Only override when explicitly provided (avoids self-referential recursion)
+        base_os_packages: "{{ project_def.base_os_packages if (project_def is defined and project_def.base_os_packages is defined) else omit }}"
+
+    - name: Configure POTE (python/venv + cron)
+      ansible.builtin.include_role:
+        name: pote
+      vars:
+        pote_git_repo: "{{ project_def.repo_url }}"
+        pote_git_branch: "{{ env_def.branch }}"
+        pote_user: "{{ project_def.os_user | default('poteapp') }}"
+        pote_group: "{{ project_def.os_user | default('poteapp') }}"
+        pote_app_dir: "{{ project_def.repo_dest | default('/home/' ~ (project_def.os_user | default('poteapp')) ~ '/pote') }}"
+        pote_env: "{{ app_env }}"
+
+        pote_db_host: "{{ env_def.pote_db_host | default(project_def.pote_db_host | default('localhost')) }}"
+        pote_db_name: "{{ env_def.pote_db_name | default(project_def.pote_db_name | default('potedb')) }}"
+        pote_db_user: "{{ env_def.pote_db_user | default(project_def.pote_db_user | default('poteuser')) }}"
+
+        pote_smtp_host: "{{ env_def.pote_smtp_host | default(project_def.pote_smtp_host | default('mail.levkin.ca')) }}"
+        pote_smtp_port: "{{ env_def.pote_smtp_port | default(project_def.pote_smtp_port | default(587)) }}"
+        pote_smtp_user: "{{ env_def.pote_smtp_user | default(project_def.pote_smtp_user | default('')) }}"
+        pote_from_email: "{{ env_def.pote_from_email | default(project_def.pote_from_email | default('')) }}"
+        pote_report_recipients: "{{ env_def.pote_report_recipients | default(project_def.pote_report_recipients | default('')) }}"
+      when: app_project == 'pote'
+
+    - name: Configure app layout + deploy + systemd
+      ansible.builtin.include_role:
+        name: app_setup
+      vars:
+        app_repo_url: "{{ project_def.repo_url }}"
+        app_repo_dest: "{{ project_def.repo_dest | default('/srv/app') }}"
+        app_repo_branch: "{{ env_def.branch }}"
+        # app_env is already set per-host via add_host (dev/qa/prod)
+        app_owner: "{{ project_def.os_user | default(appuser_name) }}"
+        app_group: "{{ project_def.os_user | default(appuser_name) }}"
+
+        app_backend_port: "{{ project_def.backend_port | default(app_backend_port) }}"
+        app_frontend_port: "{{ project_def.frontend_port | default(app_frontend_port) }}"
+        app_enable_backend: "{{ project_def.components.backend | default(true) }}"
+        app_enable_frontend: "{{ project_def.components.frontend | default(true) }}"
+
+        app_backend_install_cmd: "{{ project_def.deploy.backend_install_cmd | default(app_backend_install_cmd) }}"
+        app_backend_migrate_cmd: "{{ project_def.deploy.backend_migrate_cmd | default(app_backend_migrate_cmd) }}"
+        app_backend_start_cmd: "{{ project_def.deploy.backend_start_cmd | default(app_backend_start_cmd) }}"
+
+        app_frontend_install_cmd: "{{ project_def.deploy.frontend_install_cmd | default(app_frontend_install_cmd) }}"
+        app_frontend_build_cmd: "{{ project_def.deploy.frontend_build_cmd | default(app_frontend_build_cmd) }}"
+        app_frontend_start_cmd: "{{ project_def.deploy.frontend_start_cmd | default(app_frontend_start_cmd) }}"
+
+        app_env_vars: "{{ env_def.env_vars | default({}) }}"
+      when: app_project != 'pote'

playbooks/app/provision_one_env.yml

@@ -0,0 +1,237 @@
+---
+# Helper tasks file for playbooks/app/provision_vms.yml
+# Provisions a single (project, env) guest and adds it to dynamic inventory.
+
+- name: Set environment facts
+  ansible.builtin.set_fact:
+    env_name: "{{ env_item.key }}"
+    env_def: "{{ env_item.value }}"
+    guest_name: "{{ env_item.value.name | default(project_key ~ '-' ~ env_item.key) }}"
+    # vmid is optional; if omitted, we will manage idempotency by unique guest_name
+    guest_vmid: "{{ env_item.value.vmid | default(none) }}"
+
+- name: Normalize recreate_existing_envs to a list
+  ansible.builtin.set_fact:
+    recreate_envs_list: >-
+      {{
+        (recreate_existing_envs.split(',') | map('trim') | list)
+        if (recreate_existing_envs is defined and recreate_existing_envs is string)
+        else (recreate_existing_envs | default([]))
+      }}
+
+- name: Check if Proxmox guest already exists (by VMID when provided)
+  community.proxmox.proxmox_vm_info:
+    api_host: "{{ proxmox_host }}"
+    api_port: "{{ proxmox_api_port | default(8006) }}"
+    validate_certs: "{{ proxmox_validate_certs | default(false) }}"
+    api_user: "{{ proxmox_user }}"
+    api_password: "{{ vault_proxmox_password | default(omit) }}"
+    api_token_id: "{{ proxmox_token_id | default(omit, true) }}"
+    api_token_secret: "{{ vault_proxmox_token | default(omit, true) }}"
+    node: "{{ proxmox_node }}"
+    type: lxc
+    vmid: "{{ guest_vmid }}"
+  register: proxmox_guest_info_vmid
+  when: guest_vmid is not none
+
+- name: Check if Proxmox guest already exists (by name when VMID omitted)
+  community.proxmox.proxmox_vm_info:
+    api_host: "{{ proxmox_host }}"
+    api_port: "{{ proxmox_api_port | default(8006) }}"
+    validate_certs: "{{ proxmox_validate_certs | default(false) }}"
+    api_user: "{{ proxmox_user }}"
+    api_password: "{{ vault_proxmox_password | default(omit) }}"
+    api_token_id: "{{ proxmox_token_id | default(omit, true) }}"
+    api_token_secret: "{{ vault_proxmox_token | default(omit, true) }}"
+    node: "{{ proxmox_node }}"
+    type: lxc
+    name: "{{ guest_name }}"
+  register: proxmox_guest_info_name
+  when: guest_vmid is none
+
+- name: Set guest_exists fact
+  ansible.builtin.set_fact:
+    guest_exists: >-
+      {{
+        ((proxmox_guest_info_vmid.proxmox_vms | default([])) | length > 0)
+        if (guest_vmid is not none)
+        else ((proxmox_guest_info_name.proxmox_vms | default([])) | length > 0)
+      }}
+
+- name: "Guardrail: abort if VMID exists but name does not match (prevents overwriting other guests)"
+  ansible.builtin.fail:
+    msg: >-
+      Refusing to use VMID {{ guest_vmid }} for {{ guest_name }} because it already exists as
+      "{{ (proxmox_guest_info_vmid.proxmox_vms[0].name | default('UNKNOWN')) }}".
+      Pick a different vmid range in app_projects or omit vmid to auto-allocate.
+  when:
+    - guest_vmid is not none
+    - (proxmox_guest_info_vmid.proxmox_vms | default([])) | length > 0
+    - (proxmox_guest_info_vmid.proxmox_vms[0].name | default('')) != guest_name
+    - not (allow_vmid_collision | default(false) | bool)
+
+- name: Delete existing guest if requested (recreate)
+  community.proxmox.proxmox:
+    api_host: "{{ proxmox_host }}"
+    api_port: "{{ proxmox_api_port | default(8006) }}"
+    validate_certs: "{{ proxmox_validate_certs | default(false) }}"
+    api_user: "{{ proxmox_user }}"
+    api_password: "{{ vault_proxmox_password | default(omit) }}"
+    api_token_id: "{{ proxmox_token_id | default(omit, true) }}"
+    api_token_secret: "{{ vault_proxmox_token | default(omit, true) }}"
+    node: "{{ proxmox_node }}"
+    vmid: "{{ guest_vmid }}"
+    purge: true
+    force: true
+    state: absent
+  when:
+    - guest_exists | bool
+    - guest_vmid is not none
+    - recreate_existing_guests | default(false) | bool or (env_name in recreate_envs_list)
+
+- name: Mark guest as not existing after delete
+  ansible.builtin.set_fact:
+    guest_exists: false
+  when:
+    - guest_vmid is not none
+    - recreate_existing_guests | default(false) | bool or (env_name in recreate_envs_list)
+
+- name: "Preflight: detect IP conflicts on Proxmox (existing LXC net0 ip=)"
+  community.proxmox.proxmox_vm_info:
+    api_host: "{{ proxmox_host }}"
+    api_port: "{{ proxmox_api_port | default(8006) }}"
+    validate_certs: "{{ proxmox_validate_certs | default(false) }}"
+    api_user: "{{ proxmox_user }}"
+    api_password: "{{ vault_proxmox_password | default(omit) }}"
+    api_token_id: "{{ proxmox_token_id | default(omit, true) }}"
+    api_token_secret: "{{ vault_proxmox_token | default(omit, true) }}"
+    node: "{{ proxmox_node }}"
+    type: lxc
+    config: current
+  register: proxmox_all_lxc
+  when:
+    - (env_def.ip | default('')) | length > 0
+    - not (allow_ip_conflicts | default(false) | bool)
+    - not (guest_exists | default(false) | bool)
+
+- name: Set proxmox_ip_conflicts fact
+  ansible.builtin.set_fact:
+    proxmox_ip_conflicts: >-
+      {%- set conflicts = [] -%}
+      {%- set target_ip = ((env_def.ip | string).split('/')[0]) -%}
+      {%- for vm in (proxmox_all_lxc.proxmox_vms | default([])) -%}
+      {%- set cfg_net0 = (
+            vm['config']['net0']
+            if (
+              vm is mapping and ('config' in vm)
+              and (vm['config'] is mapping) and ('net0' in vm['config'])
+            )
+            else none
+          ) -%}
+      {%- set vm_netif = (vm['netif'] if (vm is mapping and ('netif' in vm)) else none) -%}
+      {%- set net0 = (
+            cfg_net0
+            if (cfg_net0 is not none)
+            else (
+              vm_netif['net0']
+              if (vm_netif is mapping and ('net0' in vm_netif))
+              else (
+                vm_netif
+                if (vm_netif is string)
+                else (vm['net0'] if (vm is mapping and ('net0' in vm)) else '')
+              )
+            )
+          ) | string -%}
+      {%- set vm_ip = (net0 | regex_search('(?:^|,)ip=([^,]+)', '\\1') | default('')) | regex_replace('/.*$', '') -%}
+      {%- if (vm_ip | length) > 0 and vm_ip == target_ip -%}
+      {%- set _ = conflicts.append({'vmid': (vm.vmid | default('') | string), 'name': (vm.name | default('') | string), 'net0': net0}) -%}
+      {%- endif -%}
+      {%- endfor -%}
+      {{ conflicts }}
+  when:
+    - proxmox_all_lxc is defined
+    - (env_def.ip | default('')) | length > 0
+    - not (allow_ip_conflicts | default(false) | bool)
+    - not (guest_exists | default(false) | bool)
+
+- name: Abort if IP is already assigned to an existing Proxmox LXC
+  ansible.builtin.fail:
+    msg: >-
+      Refusing to provision {{ guest_name }} because IP {{ (env_def.ip | string).split('/')[0] }}
+      is already present in Proxmox LXC net0 config: {{ proxmox_ip_conflicts }}.
+      Fix app_projects IPs or set -e allow_ip_conflicts=true.
+  when:
+    - (env_def.ip | default('')) | length > 0
+    - not (allow_ip_conflicts | default(false) | bool)
+    - not (guest_exists | default(false) | bool)
+    - (proxmox_ip_conflicts | default([])) | length > 0
+
+- name: "Preflight: fail if target IP responds (avoid accidental duplicate IP)"
+  ansible.builtin.command: "ping -c 1 -W 1 {{ (env_def.ip | string).split('/')[0] }}"
+  register: ip_ping
+  changed_when: false
+  failed_when: false
+  when:
+    - (env_def.ip | default('')) | length > 0
+    - not (allow_ip_conflicts | default(false) | bool)
+    - not (guest_exists | default(false) | bool)
+
+- name: Abort if IP appears to be in use
+  ansible.builtin.fail:
+    msg: >-
+      Refusing to provision {{ guest_name }} because IP {{ (env_def.ip | string).split('/')[0] }}
+      responded to ping. Fix app_projects IPs or set -e allow_ip_conflicts=true.
+      Note: this guardrail is ping-based; if your network blocks ICMP, an in-use IP may not respond.
+  when:
+    - (env_def.ip | default('')) | length > 0
+    - not (allow_ip_conflicts | default(false) | bool)
+    - not (guest_exists | default(false) | bool)
+    - ip_ping.rc == 0
+
+- name: Provision LXC guest for project/env
+  ansible.builtin.include_role:
+    name: proxmox_vm
+  vars:
+    # NOTE: Use hostvars['localhost'] for defaults to avoid recursive self-references
+    proxmox_guest_type: "{{ project_def.guest_defaults.guest_type | default(hostvars['localhost'].proxmox_guest_type | default('lxc')) }}"
+
+    # Only pass vmid when provided; otherwise Proxmox will auto-allocate
+    lxc_vmid: "{{ guest_vmid if guest_vmid is not none else omit }}"
+    lxc_hostname: "{{ guest_name }}"
+    lxc_ostemplate: "{{ project_def.lxc_ostemplate | default(hostvars['localhost'].lxc_ostemplate) }}"
+    lxc_storage: "{{ project_def.lxc_storage | default(hostvars['localhost'].lxc_storage) }}"
+    lxc_network_bridge: "{{ project_def.lxc_network_bridge | default(hostvars['localhost'].lxc_network_bridge) }}"
+    lxc_unprivileged: "{{ project_def.lxc_unprivileged | default(hostvars['localhost'].lxc_unprivileged) }}"
+    lxc_features_list: "{{ project_def.lxc_features_list | default(hostvars['localhost'].lxc_features_list) }}"
+
+    lxc_cores: "{{ project_def.guest_defaults.cores | default(hostvars['localhost'].lxc_cores) }}"
+    lxc_memory_mb: "{{ project_def.guest_defaults.memory_mb | default(hostvars['localhost'].lxc_memory_mb) }}"
+    lxc_swap_mb: "{{ project_def.guest_defaults.swap_mb | default(hostvars['localhost'].lxc_swap_mb) }}"
+    lxc_rootfs_size_gb: "{{ project_def.guest_defaults.rootfs_size_gb | default(hostvars['localhost'].lxc_rootfs_size_gb) }}"
+
+    lxc_ip: "{{ env_def.ip }}"
+    lxc_gateway: "{{ env_def.gateway }}"
+    lxc_nameserver: "{{ project_def.lxc_nameserver | default(hostvars['localhost'].lxc_nameserver) }}"
+    lxc_pubkey: "{{ appuser_ssh_public_key | default('') }}"
+    lxc_start_after_create: "{{ project_def.lxc_start_after_create | default(hostvars['localhost'].lxc_start_after_create) }}"
+
+- name: Wait for SSH to become available
+  ansible.builtin.wait_for:
+    host: "{{ (env_def.ip | string).split('/')[0] }}"
+    port: 22
+    timeout: 300
+  when: (env_def.ip | default('')) | length > 0
+
+- name: Add guest to dynamic inventory
+  ansible.builtin.add_host:
+    name: "{{ guest_name }}"
+    groups:
+      - "app_all"
+      - "app_{{ project_key }}_all"
+      - "app_{{ project_key }}_{{ env_name }}"
+    ansible_host: "{{ (env_def.ip | string).split('/')[0] }}"
+    ansible_user: root
+    app_project: "{{ project_key }}"
+    app_env: "{{ env_name }}"
+
+# EOF

playbooks/app/provision_one_guest.yml

@@ -0,0 +1,23 @@
+---
+# Helper tasks file for playbooks/app/provision_vms.yml
+# Provisions all envs for a single project and adds dynamic inventory hosts.
+- name: Set project definition
+  ansible.builtin.set_fact:
+    project_def: "{{ app_projects[project_key] }}"
+- name: "Preflight: validate env IPs are unique within project"
+  ansible.builtin.assert:
+    that:
+      - (project_env_ips | length) == ((project_env_ips | unique) | length)
+    fail_msg: "Duplicate IPs detected in app_projects.{{ project_key }}.envs (IPs must be unique): {{ project_env_ips }}"
+  vars:
+    project_env_ips: "{{ project_def.envs | dict2items | map(attribute='value.ip') | select('defined') | map('string') | map('regex_replace', '/.*$', '') | reject('equalto', '') | list }}"
+  when:
+    - project_def.envs is defined
+    - (project_def.envs | length) > 0
+- name: Provision each environment for project
+  ansible.builtin.include_tasks: provision_one_env.yml
+  loop: "{{ project_def.envs | dict2items }}"
+  loop_control:
+    loop_var: env_item
+
+# EOF

playbooks/app/provision_vms.yml

@@ -0,0 +1,35 @@
+---
+# Playbook: app/provision_vms.yml
+# Purpose: Provision Proxmox guests for app projects (LXC-first) based on `app_projects`.
+# Targets: localhost (Proxmox API)
+# Tags: app, provision
+#
+# Usage:
+# - Run one project: ansible-playbook -i inventories/production playbooks/app/provision_vms.yml -e app_project=projectA
+# - Run all projects: ansible-playbook -i inventories/production playbooks/app/provision_vms.yml
+
+- name: Provision Proxmox guests for app projects
+  hosts: localhost
+  connection: local
+  gather_facts: false
+  tags: ['app', 'provision']
+  vars:
+    selected_projects: >-
+      {{
+        (app_projects | dict2items | map(attribute='key') | list)
+        if (app_project is not defined or app_project | length == 0)
+        else [app_project]
+      }}
+
+  tasks:
+    - name: Validate requested project exists
+      ansible.builtin.assert:
+        that:
+          - app_project is not defined or app_project in app_projects
+        fail_msg: "Requested app_project={{ app_project }} does not exist in app_projects."
+
+    - name: Provision each project/env guest via Proxmox API
+      ansible.builtin.include_tasks: provision_one_guest.yml
+      loop: "{{ selected_projects }}"
+      loop_control:
+        loop_var: project_key

playbooks/app/proxmox_info.yml

@@ -0,0 +1,98 @@
+---
+# Playbook: app/proxmox_info.yml
+# Purpose: Query Proxmox API for VM/LXC info (status, node, name, vmid) and
+#          optionally filter to just the guests defined in `app_projects`.
+# Targets: localhost
+# Tags: app, proxmox, info
+#
+# Usage examples:
+# - Show only projectA guests: ansible-playbook -i inventories/production playbooks/app/proxmox_info.yml -e app_project=projectA
+# - Show all VMs/CTs on the cluster: ansible-playbook -i inventories/production playbooks/app/proxmox_info.yml -e proxmox_info_all=true
+# - Restrict to only LXC: -e proxmox_info_type=lxc
+
+- name: Proxmox inventory info (VMs and containers)
+  hosts: localhost
+  connection: local
+  gather_facts: false
+  tags: ['app', 'proxmox', 'info']
+  vars:
+    selected_projects: >-
+      {{
+        (app_projects | dict2items | map(attribute='key') | list)
+        if (app_project is not defined or app_project | length == 0)
+        else [app_project]
+      }}
+    proxmox_info_all_default: false
+    proxmox_info_type_default: all  # all|lxc|qemu
+
+  tasks:
+    - name: Validate requested project exists
+      ansible.builtin.assert:
+        that:
+          - app_project is not defined or app_project in app_projects
+        fail_msg: "Requested app_project={{ app_project | default('') }} does not exist in app_projects."
+
+    - name: Build list of expected VMIDs and names from app_projects
+      ansible.builtin.set_fact:
+        expected_vmids: >-
+          {{
+            selected_projects
+            | map('extract', app_projects)
+            | map(attribute='envs')
+            | map('dict2items')
+            | map('map', attribute='value')
+            | list
+            | flatten
+            | map(attribute='vmid')
+            | select('defined')
+            | list
+          }}
+        expected_names: >-
+          {{
+            selected_projects
+            | map('extract', app_projects)
+            | map(attribute='envs')
+            | map('dict2items')
+            | map('map', attribute='value')
+            | list
+            | flatten
+            | map(attribute='name')
+            | list
+          }}
+
+    - name: Query Proxmox for guest info
+      community.proxmox.proxmox_vm_info:
+        api_host: "{{ proxmox_host }}"
+        api_port: "{{ proxmox_api_port | default(8006) }}"
+        validate_certs: "{{ proxmox_validate_certs | default(false) }}"
+        api_user: "{{ proxmox_user }}"
+        api_password: "{{ vault_proxmox_password | default(omit) }}"
+        api_token_id: "{{ proxmox_token_id | default(omit, true) }}"
+        api_token_secret: "{{ vault_proxmox_token | default(omit, true) }}"
+        node: "{{ proxmox_node | default(omit) }}"
+        type: "{{ proxmox_info_type | default(proxmox_info_type_default) }}"
+        config: none
+      register: proxmox_info
+
+    - name: Filter guests to expected VMIDs/names (unless proxmox_info_all)
+      ansible.builtin.set_fact:
+        filtered_guests: >-
+          {{
+            (proxmox_info.proxmox_vms | default([]))
+            if (proxmox_info_all | default(proxmox_info_all_default) | bool)
+            else (
+              (proxmox_info.proxmox_vms | default([]))
+              | selectattr('name', 'in', expected_names)
+              | list
+            )
+          }}
+
+    - name: Display Proxmox guest summary
+      ansible.builtin.debug:
+        msg: |
+          Proxmox: {{ proxmox_host }} (node={{ proxmox_node | default('any') }}, type={{ proxmox_info_type | default(proxmox_info_type_default) }})
+          Showing: {{ 'ALL guests' if (proxmox_info_all | default(proxmox_info_all_default) | bool) else ('app_projects for ' ~ (selected_projects | join(', '))) }}
+
+          {% for g in (filtered_guests | sort(attribute='vmid')) %}
+          - vmid={{ g.vmid }} type={{ g.id.split('/')[0] if g.id is defined else 'unknown' }} name={{ g.name | default('') }} node={{ g.node | default('') }} status={{ g.status | default('') }}
+          {% endfor %}

playbooks/app/site.yml

@@ -0,0 +1,13 @@
+---
+# Playbook: app/site.yml
+# Purpose: End-to-end provisioning + configuration for app projects.
+# Targets: localhost (provision) + dynamic inventory groups (configure)
+# Tags: app
+
+- name: Provision Proxmox guests
+  import_playbook: provision_vms.yml
+  tags: ['app', 'provision']
+
+- name: Configure guests
+  import_playbook: configure_app.yml
+  tags: ['app', 'configure']

playbooks/app/ssh_client_config.yml

@@ -0,0 +1,50 @@
+---
+# Playbook: app/ssh_client_config.yml
+# Purpose: Ensure ~/.ssh/config has convenient host aliases for project envs.
+# Targets: localhost
+# Tags: app, ssh-config
+#
+# Example:
+#   ssh projectA-dev
+#   ssh projectA-qa
+#   ssh projectA-prod
+
+- name: Configure SSH client aliases for app projects
+  hosts: localhost
+  connection: local
+  gather_facts: false
+  tags: ['app', 'ssh-config']
+  vars:
+    manage_ssh_config: "{{ manage_ssh_config | default(false) }}"
+    ssh_config_path: "{{ lookup('ansible.builtin.env', 'HOME') + '/.ssh/config' }}"
+    selected_projects: >-
+      {{
+        (app_projects | dict2items | map(attribute='key') | list)
+        if (app_project is not defined or app_project | length == 0)
+        else [app_project]
+      }}
+
+  tasks:
+    - name: Skip if SSH config management disabled
+      ansible.builtin.meta: end_play
+      when: not manage_ssh_config | bool
+
+    - name: Ensure ~/.ssh directory exists
+      ansible.builtin.file:
+        path: "{{ lookup('ansible.builtin.env', 'HOME') + '/.ssh' }}"
+        state: directory
+        mode: "0700"
+
+    - name: Add SSH config entries for each project/env
+      community.general.ssh_config:
+        user_ssh_config_file: "{{ ssh_config_path }}"
+        host: "{{ app_projects[item.0].envs[item.1].name | default(item.0 ~ '-' ~ item.1) }}"
+        hostname: "{{ (app_projects[item.0].envs[item.1].ip | string).split('/')[0] }}"
+        user: "{{ appuser_name | default('appuser') }}"
+        identity_file: "{{ ssh_identity_file | default(omit) }}"
+        state: present
+      loop: "{{ selected_projects | product(['dev', 'qa', 'prod']) | list }}"
+      when:
+        - app_projects[item.0] is defined
+        - app_projects[item.0].envs[item.1] is defined
+        - (app_projects[item.0].envs[item.1].ip | default('')) | length > 0

playbooks/development.yml

@@ -2,32 +2,18 @@
 - name: Configure development environment
   hosts: dev
   become: true
-  strategy: free
 
   roles:
     - {role: maintenance, tags: ['maintenance']}
     - {role: base, tags: ['base', 'security']}
     - {role: user, tags: ['user']}
     - {role: ssh, tags: ['ssh', 'security']}
-    - {role: shell, tags: ['shell']}
+    - {role: shell, tags: ['shell'], shell_mode: full, shell_set_default_shell: true}
     - {role: development, tags: ['development', 'dev']}
     - {role: datascience, tags: ['datascience', 'conda', 'jupyter', 'r']}
     - {role: docker, tags: ['docker']}
-    - {role: applications, tags: ['applications', 'apps']}
     # - {role: tailscale, tags: ['tailscale', 'vpn']}
-    - {role: monitoring, tags: ['monitoring']}
-
-  pre_tasks:
-    - name: Update apt cache
-      ansible.builtin.apt:
-        update_cache: true
-      ignore_errors: true
-      register: apt_update_result
-
-    - name: Display apt update status
-      ansible.builtin.debug:
-        msg: "Apt cache update: {{ 'Success' if apt_update_result is succeeded else 'Failed - continuing anyway' }}"
-      when: ansible_debug_output | default(false) | bool
+    - {role: monitoring_desktop, tags: ['monitoring']}
 
   tasks:
     # Additional tasks can be added here if needed

playbooks/local.yml

@@ -12,14 +12,8 @@
     - {role: shell, tags: ['shell']}
     - {role: development, tags: ['development', 'dev']}
     - {role: docker, tags: ['docker']}
-    - {role: applications, tags: ['applications', 'apps']}
     # - {role: tailscale, tags: ['tailscale', 'vpn']}
-    - {role: monitoring, tags: ['monitoring']}
-
-  pre_tasks:
-    - name: Update apt cache
-      ansible.builtin.apt:
-        update_cache: true
+    - {role: monitoring_desktop, tags: ['monitoring']}
 
   tasks:
     - name: Display completion message

playbooks/maintenance.yml

@@ -22,12 +22,6 @@
           Group: {{ group_names | join(', ') }}
           Skip reboot: {{ skip_reboot | default(false) | bool }}
 
-    - name: Update apt cache
-      ansible.builtin.apt:
-        update_cache: true
-        cache_valid_time: 3600
-      when: maintenance_update_cache | bool
-
   roles:
     - {role: maintenance, tags: ['maintenance']}
 

playbooks/servers.yml

@@ -0,0 +1,27 @@
+---
+# Playbook: servers.yml
+# Purpose: Baseline configuration for servers (no desktop apps, no IDE install)
+# Targets: services + qa + ansible + tailscale (override with -e target_group=...)
+# Tags: maintenance, base, security, user, ssh, shell, docker, monitoring
+# Usage:
+#   ansible-playbook -i inventories/production playbooks/servers.yml
+#   ansible-playbook -i inventories/production playbooks/servers.yml -e target_group=services
+#   ansible-playbook -i inventories/production playbooks/servers.yml --limit jellyfin
+
+- name: Configure servers baseline
+  hosts: "{{ target_group | default('services:qa:ansible:tailscale') }}"
+  become: true
+
+  roles:
+    - {role: maintenance, tags: ['maintenance']}
+    - {role: base, tags: ['base', 'security']}
+    - {role: user, tags: ['user']}
+    - {role: ssh, tags: ['ssh', 'security']}
+    - {role: shell, tags: ['shell']}
+    - {role: docker, tags: ['docker']}
+    - {role: monitoring_server, tags: ['monitoring']}
+
+  tasks:
+    - name: Display completion message
+      ansible.builtin.debug:
+        msg: "Server baseline configuration completed successfully!"

playbooks/shell.yml

@@ -1,6 +1,6 @@
 ---
 # Playbook: shell.yml
-# Purpose: Configure shell environment (zsh, oh-my-zsh, plugins)
+# Purpose: Configure shell environment (minimal zsh + managed aliases)
 # Targets: all hosts
 # Tags: shell
 # Usage: make shell-all
@@ -8,25 +8,12 @@
 - name: Configure shell environment
   hosts: all
   become: true
-  strategy: free
   ignore_errors: true
   ignore_unreachable: true
 
   roles:
     - {role: shell, tags: ['shell']}
 
-  pre_tasks:
-    - name: Update apt cache
-      ansible.builtin.apt:
-        update_cache: true
-      ignore_errors: true
-      register: apt_update_result
-
-    - name: Display apt update status
-      ansible.builtin.debug:
-        msg: "Apt cache update: {{ 'Success' if apt_update_result is succeeded else 'Failed - continuing anyway' }}"
-      when: ansible_debug_output | default(false) | bool
-
   tasks:
     - name: Display completion message
       ansible.builtin.debug:

playbooks/site.yml

@@ -13,3 +13,7 @@
 - name: Tailscale VPN deployment
   import_playbook: tailscale.yml
   tags: ['tailscale']
+
+- name: App projects on Proxmox (LXC-first)
+  import_playbook: app/site.yml
+  tags: ['app']

playbooks/tailscale.yml

@@ -9,12 +9,6 @@
     # Override here if needed or pass via: --extra-vars "tailscale_auth_key=your_key"
     tailscale_auth_key: "{{ vault_tailscale_auth_key | default('') }}"
 
-  pre_tasks:
-    - name: Update package cache (Debian/Ubuntu)
-      ansible.builtin.apt:
-        update_cache: true
-      when: ansible_os_family == "Debian"
-
   roles:
     - {role: tailscale, tags: ['tailscale', 'vpn']}
 

playbooks/workstations.yml

@@ -0,0 +1,42 @@
+---
+# Playbook: workstations.yml
+# Purpose: Workstation baseline (dev boxes + desktops). Desktop apps are applied only to the `desktop` group.
+# Targets: dev + desktop + local (override with -e target_group=...)
+# Tags: maintenance, base, security, user, ssh, shell, development, dev, datascience, docker, monitoring, apps
+#
+# Usage:
+#   ansible-playbook -i inventories/production playbooks/workstations.yml
+#   ansible-playbook -i inventories/production playbooks/workstations.yml -e target_group=dev
+#   ansible-playbook -i inventories/production playbooks/workstations.yml --tags apps
+
+- name: Configure workstation baseline
+  hosts: "{{ target_group | default('dev:desktop:local') }}"
+  become: true
+
+  roles:
+    - {role: maintenance, tags: ['maintenance']}
+    - {role: base, tags: ['base', 'security']}
+    - {role: user, tags: ['user']}
+    - {role: ssh, tags: ['ssh', 'security']}
+    - {role: shell, tags: ['shell'], shell_mode: full, shell_set_default_shell: true}
+    - {role: development, tags: ['development', 'dev']}
+    - {role: datascience, tags: ['datascience', 'conda', 'jupyter', 'r']}
+    - {role: docker, tags: ['docker']}
+    - {role: monitoring_desktop, tags: ['monitoring']}
+
+  tasks:
+    - name: Display completion message
+      ansible.builtin.debug:
+        msg: "Workstation baseline configuration completed successfully!"
+
+- name: Install desktop applications (desktop group only)
+  hosts: desktop
+  become: true
+
+  roles:
+    - {role: applications, tags: ['applications', 'apps']}
+
+  tasks:
+    - name: Display completion message
+      ansible.builtin.debug:
+        msg: "Desktop applications installed successfully!"

project-docs/architecture.md

@@ -0,0 +1,63 @@
+## Architecture
+
+### High-level map (modules and relationships)
+
+- **Inventory**: `inventories/production/`
+  - `hosts`: groups like `dev`, `desktop`, `services`, `qa`, `ansible`, `tailscale`, `local`
+  - `group_vars/all/main.yml`: shared configuration (including `app_projects`)
+  - `group_vars/all/vault.yml`: encrypted secrets (Ansible Vault)
+  - `host_vars/*`: per-host overrides (some encrypted)
+
+- **Playbooks**: `playbooks/`
+  - `playbooks/site.yml`: dispatcher (imports other playbooks)
+  - `playbooks/servers.yml`: baseline for servers (`services:qa:ansible:tailscale`)
+  - `playbooks/workstations.yml`: baseline for `dev:desktop:local` + desktop apps for `desktop` group only
+  - `playbooks/development.yml`: dev machines baseline (no desktop apps)
+  - `playbooks/local.yml`: localhost baseline (no desktop apps)
+  - `playbooks/app/*`: Proxmox app-project provisioning/configuration suite
+
+- **Roles**: `roles/*`
+  - Baseline/security: `base`, `user`, `ssh`
+  - Dev tooling: `development`, `datascience`, `docker`
+  - Shell: `shell` (minimal aliases-only)
+  - Monitoring split:
+    - `monitoring_server` (fail2ban + sysstat)
+    - `monitoring_desktop` (desktop-oriented monitoring tooling)
+  - Proxmox guests: `proxmox_vm`
+  - App guest configuration: `base_os`, `app_setup`, `pote`
+
+### Proxmox “app projects” flow (data model + execution)
+
+- **Data model**: `app_projects` in `inventories/production/group_vars/all/main.yml`
+  - Defines projects and per-env (`dev/qa/prod`) guest parameters (ip, branch, vmid, etc.)
+
+- **Provision**: `playbooks/app/provision_vms.yml`
+  - Loops `app_projects` → envs → calls `role: proxmox_vm` to create LXC guests
+  - Adds dynamic inventory groups:
+    - `app_all`
+    - `app_<project>_all`
+    - `app_<project>_<env>`
+
+- **Configure**: `playbooks/app/configure_app.yml`
+  - Builds a dynamic inventory from `app_projects` (so it can run standalone)
+  - Applies:
+    - `role: base_os` (baseline OS for app guests)
+    - `role: app_setup` (deploy + systemd) or `role: pote` for the POTE project
+
+### Boundaries
+
+- **Inventory/vars** define desired state and credentials.
+- **Playbooks** define “what path to run” (role ordering, target groups, tags).
+- **Roles** implement actual host configuration (idempotent tasks, handlers).
+
+### External dependencies
+
+- **Ansible collections**: `collections/requirements.yml`
+- **Ansible Vault**: `inventories/production/group_vars/all/vault.yml`
+- **Proxmox API**: used by `community.proxmox.*` modules in provisioning
+
+### References
+
+- Playbook execution graphs and tags: `docs/reference/playbooks-and-tags.md`
+- Legacy pointer (do not update): `docs/reference/architecture.md` → `project-docs/architecture.md`
+

project-docs/decisions.md

@@ -0,0 +1,35 @@
+## Decisions (ADR-style)
+
+### 2025-12-31 — Do not manage IDE/editor installs in Ansible
+
+- **Context**: IDEs/editors are interactive, fast-moving, and often user-preference-driven.
+- **Decision**: Keep editor installation (Cursor, VS Code, etc.) out of Ansible roles/playbooks.
+- **Consequences**:
+  - Faster, more stable provisioning runs
+  - Less drift caused by UI tooling changes
+  - Editor setup is handled separately (manual or via dedicated tooling)
+
+### 2025-12-31 — Split monitoring into server vs workstation roles
+
+- **Context**: Servers and workstations have different needs (e.g., fail2ban/sysstat are server-centric; wireshark-common is workstation-centric).
+- **Decision**: Create `monitoring_server` and `monitoring_desktop` roles and wire them into `servers.yml` / workstation playbooks.
+- **Consequences**:
+  - Smaller install footprint on servers
+  - Clearer intent and faster runs
+
+### 2025-12-31 — Desktop applications are installed only on the `desktop` group
+
+- **Context**: Desktop apps should not be installed on headless servers or dev VMs by default.
+- **Decision**: Run `role: applications` only in a `desktop`-scoped play (workstations playbook).
+- **Consequences**:
+  - Reduced unnecessary package installs
+  - Less attack surface and fewer updates on non-desktop hosts
+
+### 2025-12-31 — Minimal shell role (aliases-only)
+
+- **Context**: Oh-my-zsh/theme/plugin cloning is slow and overwriting `.zshrc` is risky.
+- **Decision**: `role: shell` now manages a small alias file and ensures it’s sourced; it does not overwrite `.zshrc`.
+- **Consequences**:
+  - Much faster shell configuration
+  - Safer for servers and multi-user systems
+

project-docs/index.md

@@ -0,0 +1,33 @@
+## Project docs index
+
+Last updated: **2025-12-31**
+
+### Documents
+
+- **`project-docs/overview.md`** (updated 2025-12-31)  
+  High-level goals, scope, and primary users for this Ansible infrastructure repo.
+
+- **`project-docs/architecture.md`** (updated 2025-12-31)  
+  Architecture map: inventories, playbooks, roles, and the Proxmox app-project flow.
+
+- **`project-docs/standards.md`** (updated 2025-12-31)  
+  Conventions for Ansible YAML, role structure, naming, vault usage, and linting.
+
+- **`project-docs/workflow.md`** (updated 2025-12-31)  
+  How to run common tasks via `Makefile`, how to lint/test, and how to apply safely.
+
+- **`project-docs/decisions.md`** (updated 2025-12-31)  
+  Short ADR-style notes for important architectural decisions.
+
+### Related docs (existing)
+
+- **Playbooks/tags map**: `docs/reference/playbooks-and-tags.md`
+- **Applications inventory**: `docs/reference/applications.md`
+- **Makefile reference**: `docs/reference/makefile.md`
+- **Proxmox app project guides**:
+  - `docs/guides/app_stack_proxmox.md`
+  - `docs/guides/app_stack_execution_flow.md`
+
+Legacy pointers:
+- `docs/reference/architecture.md` → `project-docs/architecture.md`
+

project-docs/overview.md

@@ -0,0 +1,27 @@
+## Overview
+
+This repository manages infrastructure automation using **Ansible** for:
+- Development machines (`dev`)
+- Desktop machines (`desktop`)
+- Service hosts (`services`, `qa`, `ansible`, `tailscale`)
+- Proxmox-managed guests for “app projects” (LXC-first, with a KVM path)
+
+Primary entrypoint is the **Makefile** (`Makefile`) and playbooks under `playbooks/`.
+
+### Goals
+
+- **Predictable, repeatable provisioning** of hosts and Proxmox guests
+- **Safe defaults**: avoid destructive automation; prefer guardrails and idempotency
+- **Clear separation** between server vs workstation responsibilities
+- **Secrets handled via Ansible Vault** (never commit plaintext credentials)
+
+### Non-goals
+
+- Automated decommission/destroy playbooks for infrastructure or guests
+- Managing interactive IDE/editor installs (kept out of Ansible by design)
+
+### Target users
+
+- You (and collaborators) operating a small homelab / Proxmox environment
+- Contributors extending roles/playbooks in a consistent style
+

project-docs/standards.md

@@ -0,0 +1,49 @@
+## Standards
+
+### Ansible + YAML conventions
+
+- **Indentation**: 2 spaces (no tabs)
+- **Task naming**: every task should include a clear `name:`
+- **Play-level privilege**: prefer `become: true` at play level when most tasks need sudo
+- **Modules**:
+  - Prefer native modules over `shell`/`command`
+  - Use **fully qualified collection names** (FQCN), e.g. `ansible.builtin.apt`, `community.general.ufw`
+- **Handlers**: use handlers for restarts/reloads
+- **Idempotency**:
+  - If `shell`/`command` is unavoidable, set `changed_when:` / `creates:` / `removes:` appropriately
+
+### Role structure
+
+Roles should follow:
+
+```
+roles/<role_name>/
+├── defaults/main.yml
+├── handlers/main.yml
+├── tasks/main.yml
+├── templates/
+├── files/
+└── README.md
+```
+
+### Variable naming
+
+- **snake_case** everywhere
+- Vault-backed variables are prefixed with **`vault_`**
+
+### Secrets / Vault
+
+- Never commit plaintext secrets.
+- Use Ansible Vault for credentials:
+  - `inventories/production/group_vars/all/vault.yml` (encrypted)
+- Local vault password file is expected at `~/.ansible-vault-pass`.
+
+### Makefile-first workflow
+
+- Prefer `make ...` targets over direct `ansible-playbook` commands for consistency.
+
+### Linting
+
+- `ansible-lint` is the primary linter.
+- `.ansible-lint` excludes vault-containing inventory paths to keep linting deterministic without vault secrets.
+

project-docs/workflow.md

@@ -0,0 +1,86 @@
+## Workflow
+
+### Setup
+
+- Install dependencies (Python requirements, Node deps for docs, Ansible collections):
+
+```bash
+make bootstrap
+```
+
+- Edit vault secrets:
+
+```bash
+make edit-group-vault
+```
+
+### Validate (safe, local)
+
+- Syntax checks:
+
+```bash
+make test-syntax
+```
+
+- Lint:
+
+```bash
+make lint
+```
+
+### Common apply flows
+
+- **Servers baseline** (services + qa + ansible + tailscale):
+
+```bash
+make servers
+make servers GROUP=services
+make servers HOST=jellyfin
+```
+
+- **Workstations baseline** (dev + desktop + local; desktop apps only on `desktop` group):
+
+```bash
+make workstations
+make workstations GROUP=dev
+make apps
+```
+
+### Proxmox app projects
+
+End-to-end:
+
+```bash
+make app PROJECT=projectA
+```
+
+Provision only / configure only:
+
+```bash
+make app-provision PROJECT=projectA
+make app-configure PROJECT=projectA
+```
+
+Inspect Proxmox guests:
+
+```bash
+make proxmox-info PROJECT=projectA
+make proxmox-info ALL=true
+make proxmox-info TYPE=lxc
+```
+
+### Safety checks
+
+- Prefer `--check --diff` first:
+
+```bash
+make check
+```
+
+### Debugging
+
+```bash
+make debug
+make verbose
+```
+

provision_vms.yml

@@ -0,0 +1,7 @@
+---
+# Wrapper playbook
+# Purpose:
+#   ansible-playbook -i inventories/production provision_vms.yml -e app_project=projectA
+
+- name: Provision app project guests
+  import_playbook: playbooks/app/provision_vms.yml

roles/app_setup/README.md

@@ -0,0 +1,24 @@
+# `app_setup`
+
+Creates the standard app filesystem layout and runtime services:
+
+- `/srv/app/backend` and `/srv/app/frontend`
+- `/srv/app/.env.<dev|qa|prod>`
+- `/usr/local/bin/deploy_app.sh` (git pull, install deps, build, migrate, restart services)
+- systemd units:
+  - `app-backend.service`
+  - `app-frontend.service`
+
+All behavior is driven by variables so you can reuse this role for multiple projects.
+
+## Variables
+
+See [`defaults/main.yml`](defaults/main.yml). Common inputs in the app stack:
+
+- `app_project`, `app_env` (used for naming and `.env.<env>` selection)
+- `app_repo_url`, `app_repo_dest`, `app_repo_branch`
+- `app_env_vars` (map written into `/srv/app/.env.<env>`)
+- `components.backend`, `components.frontend` (enable/disable backend/frontend setup)
+- `app_backend_dir`, `app_frontend_dir`, ports and Node.js commands
+
+

roles/app_setup/defaults/main.yml

@@ -0,0 +1,39 @@
+---
+# Role: app_setup
+# Purpose: app filesystem layout, env files, deploy script, and systemd units.
+
+app_root: "/srv/app"
+app_backend_dir: "{{ app_root }}/backend"
+app_frontend_dir: "{{ app_root }}/frontend"
+
+# Which environment file to render for this host: dev|qa|prod
+app_env: dev
+
+# Components (useful for single-repo projects)
+app_enable_backend: true
+app_enable_frontend: true
+
+# Repo settings (project-driven)
+app_repo_url: ""
+app_repo_dest: "{{ app_root }}"
+app_repo_branch: "main"
+
+# Owner for app files
+app_owner: "{{ appuser_name | default('appuser') }}"
+app_group: "{{ appuser_name | default('appuser') }}"
+
+# Ports
+app_backend_port: 3001
+app_frontend_port: 3000
+
+# Commands (Node defaults; override per project as needed)
+app_backend_install_cmd: "npm ci"
+app_backend_migrate_cmd: "npm run migrate"
+app_backend_start_cmd: "npm start"
+
+app_frontend_install_cmd: "npm ci"
+app_frontend_build_cmd: "npm run build"
+app_frontend_start_cmd: "npm start"
+
+# Arbitrary environment variables for the env file
+app_env_vars: {}

roles/app_setup/handlers/main.yml

@@ -0,0 +1,6 @@
+---
+# Role: app_setup handlers
+
+- name: Reload systemd
+  ansible.builtin.systemd:
+    daemon_reload: true

roles/app_setup/tasks/main.yml

@@ -0,0 +1,82 @@
+---
+# Role: app_setup
+# Purpose: create app layout, env file, deploy script, and systemd units.
+
+- name: Ensure app root directory exists
+  ansible.builtin.file:
+    path: "{{ app_root }}"
+    state: directory
+    owner: "{{ app_owner }}"
+    group: "{{ app_group }}"
+    mode: "0755"
+
+- name: Ensure backend directory exists
+  ansible.builtin.file:
+    path: "{{ app_backend_dir }}"
+    state: directory
+    owner: "{{ app_owner }}"
+    group: "{{ app_group }}"
+    mode: "0755"
+  when: app_enable_backend | bool
+
+- name: Ensure frontend directory exists
+  ansible.builtin.file:
+    path: "{{ app_frontend_dir }}"
+    state: directory
+    owner: "{{ app_owner }}"
+    group: "{{ app_group }}"
+    mode: "0755"
+  when: app_enable_frontend | bool
+
+- name: Deploy environment file for this env
+  ansible.builtin.template:
+    src: env.j2
+    dest: "{{ app_root }}/.env.{{ app_env }}"
+    owner: "{{ app_owner }}"
+    group: "{{ app_group }}"
+    mode: "0640"
+
+- name: Deploy deploy script
+  ansible.builtin.template:
+    src: deploy_app.sh.j2
+    dest: /usr/local/bin/deploy_app.sh
+    owner: root
+    group: root
+    mode: "0755"
+
+- name: Deploy systemd unit for backend
+  ansible.builtin.template:
+    src: app-backend.service.j2
+    dest: /etc/systemd/system/app-backend.service
+    owner: root
+    group: root
+    mode: "0644"
+  notify: Reload systemd
+  when: app_enable_backend | bool
+
+- name: Deploy systemd unit for frontend
+  ansible.builtin.template:
+    src: app-frontend.service.j2
+    dest: /etc/systemd/system/app-frontend.service
+    owner: root
+    group: root
+    mode: "0644"
+  notify: Reload systemd
+  when: app_enable_frontend | bool
+
+- name: Ensure systemd is reloaded before enabling services
+  ansible.builtin.meta: flush_handlers
+
+- name: Enable and start backend service
+  ansible.builtin.systemd:
+    name: app-backend.service
+    enabled: true
+    state: started
+  when: app_enable_backend | bool
+
+- name: Enable and start frontend service
+  ansible.builtin.systemd:
+    name: app-frontend.service
+    enabled: true
+    state: started
+  when: app_enable_frontend | bool

roles/app_setup/templates/app-backend.service.j2

@@ -0,0 +1,19 @@
+[Unit]
+Description=App Backend ({{ app_env }})
+After=network-online.target
+Wants=network-online.target
+
+[Service]
+Type=simple
+User={{ app_owner }}
+Group={{ app_group }}
+WorkingDirectory={{ app_backend_dir }}
+EnvironmentFile={{ app_root }}/.env.{{ app_env }}
+ExecStart=/usr/bin/env bash -lc '{{ app_backend_start_cmd }}'
+Restart=on-failure
+RestartSec=3
+
+[Install]
+WantedBy=multi-user.target
+
+

roles/app_setup/templates/app-frontend.service.j2

@@ -0,0 +1,19 @@
+[Unit]
+Description=App Frontend ({{ app_env }})
+After=network-online.target
+Wants=network-online.target
+
+[Service]
+Type=simple
+User={{ app_owner }}
+Group={{ app_group }}
+WorkingDirectory={{ app_frontend_dir }}
+EnvironmentFile={{ app_root }}/.env.{{ app_env }}
+ExecStart=/usr/bin/env bash -lc '{{ app_frontend_start_cmd }}'
+Restart=on-failure
+RestartSec=3
+
+[Install]
+WantedBy=multi-user.target
+
+

roles/app_setup/templates/deploy_app.sh.j2

@@ -0,0 +1,57 @@
+#!/usr/bin/env bash
+# Ansible-managed deploy script
+set -euo pipefail
+
+REPO_URL="{{ app_repo_url }}"
+BRANCH="{{ app_repo_branch }}"
+APP_ROOT="{{ app_repo_dest }}"
+BACKEND_DIR="{{ app_backend_dir }}"
+FRONTEND_DIR="{{ app_frontend_dir }}"
+ENV_FILE="{{ app_root }}/.env.{{ app_env }}"
+
+echo "[deploy] repo=${REPO_URL} branch=${BRANCH} root=${APP_ROOT}"
+
+if [[ ! -d "${APP_ROOT}/.git" ]]; then
+  echo "[deploy] cloning repo"
+  install -d -m 0755 "${APP_ROOT}"
+  git clone --branch "${BRANCH}" --single-branch "${REPO_URL}" "${APP_ROOT}"
+fi
+
+echo "[deploy] syncing branch"
+git -C "${APP_ROOT}" fetch origin --prune
+if ! git -C "${APP_ROOT}" rev-parse --verify --quiet "refs/remotes/origin/${BRANCH}" >/dev/null; then
+  echo "[deploy] ERROR: branch '${BRANCH}' not found on origin"
+  exit 2
+fi
+git -C "${APP_ROOT}" checkout -B "${BRANCH}" "origin/${BRANCH}"
+git -C "${APP_ROOT}" pull --ff-only origin "${BRANCH}"
+
+if [[ "{{ app_enable_backend | bool }}" == "True" ]]; then
+echo "[deploy] backend install"
+cd "${BACKEND_DIR}"
+{{ app_backend_install_cmd }}
+
+echo "[deploy] backend migrations"
+{{ app_backend_migrate_cmd }}
+fi
+
+if [[ "{{ app_enable_frontend | bool }}" == "True" ]]; then
+echo "[deploy] frontend install"
+cd "${FRONTEND_DIR}"
+{{ app_frontend_install_cmd }}
+
+echo "[deploy] frontend build"
+{{ app_frontend_build_cmd }}
+fi
+
+echo "[deploy] restarting services"
+{% if app_enable_backend | bool %}
+systemctl restart app-backend.service
+{% endif %}
+{% if app_enable_frontend | bool %}
+systemctl restart app-frontend.service
+{% endif %}
+
+echo "[deploy] done"
+
+

roles/app_setup/templates/env.j2

@@ -0,0 +1,13 @@
+# Ansible-managed environment file for {{ app_env }}
+# Loaded by systemd units and deploy script.
+
+# Common
+APP_ENV={{ app_env }}
+BACKEND_PORT={{ app_backend_port }}
+FRONTEND_PORT={{ app_frontend_port }}
+
+{% for k, v in (app_env_vars | default({})).items() %}
+{{ k }}={{ v }}
+{% endfor %}
+
+

roles/applications/README.md

@@ -1,7 +1,7 @@
 # Role: applications
 
 ## Description
-Installs desktop applications for development and productivity including browsers, office suites, and utilities.
+Installs a small set of desktop GUI applications (desktop group only via `playbooks/workstations.yml`).
 
 ## Requirements
 - Ansible 2.9+
@@ -9,8 +9,7 @@ Installs desktop applications for development and productivity including browser
 - Internet access for package downloads
 
 ## Installed Applications
-- **Brave Browser**: Privacy-focused web browser
-- **LibreOffice**: Complete office suite
+- **CopyQ**: Clipboard manager (history, search, scripting)
 - **Evince**: PDF document viewer
 - **Redshift**: Blue light filter for eye comfort
 
@@ -18,10 +17,7 @@ Installs desktop applications for development and productivity including browser
 
 | Variable | Default | Description |
 |----------|---------|-------------|
-| `applications_install_brave` | `true` | Install Brave browser |
-| `applications_install_libreoffice` | `true` | Install LibreOffice suite |
-| `applications_install_evince` | `true` | Install PDF viewer |
-| `applications_install_redshift` | `true` | Install blue light filter |
+| `applications_desktop_packages` | `['copyq','evince','redshift']` | Desktop packages to install |
 
 ## Dependencies
 - `base` role (for package management)
@@ -31,16 +27,13 @@ Installs desktop applications for development and productivity including browser
 ```yaml
 - hosts: desktop
   roles:
-    - { role: applications, applications_install_brave: false }
+    - role: applications
 ```
 
 ## Tags
 - `applications`: All application installations
 - `apps`: Alias for applications
-- `browser`: Browser installation only
-- `office`: Office suite installation only
 
 ## Notes
-- Adds external repositories for Brave browser
 - Requires desktop environment for GUI applications
 - Applications are installed system-wide

roles/applications/defaults/main.yml

@@ -1 +1,7 @@
 ---
+
+# Desktop GUI applications to install (desktop group only via playbooks/workstations.yml)
+applications_desktop_packages:
+  - copyq
+  - evince
+  - redshift

roles/applications/tasks/main.yml

@@ -3,109 +3,25 @@
   ansible.builtin.package_facts:
     manager: apt
 
-- name: Check if Brave browser is installed
-  ansible.builtin.command: brave-browser --version
-  register: applications_brave_check
-  ignore_errors: true
-  changed_when: false
-  failed_when: false
-  no_log: true
-
 - name: Set installation conditions
   ansible.builtin.set_fact:
-    applications_desktop_apps_needed: "{{ ['redshift', 'libreoffice', 'evince'] | difference(ansible_facts.packages.keys()) | length > 0 }}"
-    applications_brave_needs_install: "{{ applications_brave_check.rc != 0 or 'brave-browser' not in ansible_facts.packages }}"
-
-- name: Check if Brave GPG key exists and is correct
-  ansible.builtin.shell: |
-    if [ -f /usr/share/keyrings/brave-browser-archive-keyring.gpg ]; then
-      if file /usr/share/keyrings/brave-browser-archive-keyring.gpg | grep -q "PGP"; then
-        echo "correct_key"
-      else
-        echo "wrong_key"
-      fi
-    else
-      echo "not_exists"
-    fi
-  register: brave_key_check
-  failed_when: false
-  when: applications_brave_needs_install
-
-- name: Check if Brave repository exists and is correct
-  ansible.builtin.shell: |
-    if [ -f /etc/apt/sources.list.d/brave-browser.list ]; then
-      if grep -q "deb \[signed-by=/usr/share/keyrings/brave-browser-archive-keyring.gpg\]" /etc/apt/sources.list.d/brave-browser.list; then
-        echo "correct_config"
-      else
-        echo "wrong_config"
-      fi
-    else
-      echo "not_exists"
-    fi
-  register: brave_repo_check
-  failed_when: false
-  when: applications_brave_needs_install
-
-- name: Clean up duplicate Brave repository files
-  ansible.builtin.file:
-    path: "{{ item }}"
-    state: absent
-  loop:
-    - /etc/apt/sources.list.d/brave-browser.list
-    - /etc/apt/sources.list.d/brave-browser-release.sources
-  become: true
-  failed_when: false
-  when: 
-    - applications_brave_needs_install
-    - brave_repo_check.stdout == "wrong_config"
-
-- name: Remove incorrect Brave GPG key
-  ansible.builtin.file:
-    path: /usr/share/keyrings/brave-browser-archive-keyring.gpg
-    state: absent
-  become: true
-  when: 
-    - applications_brave_needs_install
-    - brave_key_check.stdout == "wrong_key"
+    applications_desktop_apps_needed: >-
+      {{
+        (applications_desktop_packages | default([]))
+        | difference(ansible_facts.packages.keys())
+        | length > 0
+      }}
 
 - name: Install desktop applications
   ansible.builtin.apt:
-    name:
-      - redshift
-      - libreoffice
-      - evince
+    name: "{{ applications_desktop_packages }}"
     state: present
   when: applications_desktop_apps_needed
 
-- name: Brave browser installation
-  when: applications_brave_needs_install
-  block:
-    - name: Download Brave APT key only if needed
-      ansible.builtin.get_url:
-        url: https://brave-browser-apt-release.s3.brave.com/brave-browser-archive-keyring.gpg
-        dest: /usr/share/keyrings/brave-browser-archive-keyring.gpg
-        mode: '0644'
-      when: brave_key_check.stdout in ["not_exists", "wrong_key"]
-
-    - name: Add Brave repository only if needed
-      ansible.builtin.apt_repository:
-        repo: "deb [signed-by=/usr/share/keyrings/brave-browser-archive-keyring.gpg] https://brave-browser-apt-release.s3.brave.com/ stable main"
-        filename: brave-browser
-        state: present
-      when: brave_repo_check.stdout in ["not_exists", "wrong_config"]
-
-    - name: Install Brave browser
-      ansible.builtin.apt:
-        name: brave-browser
-        state: present
-
 - name: Display application status
   ansible.builtin.debug:
     msg:
       - "Desktop apps needed: {{ applications_desktop_apps_needed }}"
-      - "Brave needed: {{ applications_brave_needs_install }}"
       - "Redshift: {{ 'Installed' if 'redshift' in ansible_facts.packages else 'Missing' }}"
-      - "LibreOffice: {{ 'Installed' if 'libreoffice' in ansible_facts.packages else 'Missing' }}"
       - "Evince: {{ 'Installed' if 'evince' in ansible_facts.packages else 'Missing' }}"
-      - "Brave: {{ applications_brave_check.stdout if applications_brave_check.rc == 0 else 'Not installed' }}"
   when: ansible_debug_output | default(false) | bool

roles/base/tasks/main.yml

@@ -1,4 +1,10 @@
 ---
+- name: Update apt cache (shared baseline)
+  ansible.builtin.apt:
+    update_cache: true
+    cache_valid_time: "{{ apt_cache_valid_time | default(3600) }}"
+  when: ansible_os_family == "Debian"
+
 - name: Ensure Ansible remote_tmp directory exists with correct permissions
   ansible.builtin.file:
     path: /root/.ansible/tmp

roles/base_os/README.md

@@ -0,0 +1,21 @@
+# `base_os`
+
+Baseline OS configuration for app guests:
+
+- Installs required packages (git/curl/nodejs/npm/ufw/openssh-server/etc.)
+- Creates deployment user (default `appuser`) with passwordless sudo
+- Adds your authorized SSH key
+- Configures UFW to allow SSH + backend/frontend ports
+
+## Variables
+
+See [`defaults/main.yml`](defaults/main.yml). Common inputs in the app stack:
+
+- `appuser_name`, `appuser_groups`, `appuser_shell`
+- `appuser_ssh_public_key` (usually `{{ vault_ssh_public_key }}`)
+- `components.backend`, `components.frontend` (enable/disable firewall rules per component)
+- `app_backend_port`, `app_frontend_port`
+
+This role is used by `playbooks/app/configure_app.yml` after provisioning.
+
+

roles/base_os/defaults/main.yml

@@ -0,0 +1,31 @@
+---
+# Role: base_os
+# Purpose: baseline OS configuration for app guests (packages, appuser, firewall).
+
+base_os_packages:
+  - git
+  - curl
+  - ca-certificates
+  - openssh-server
+  - sudo
+  - ufw
+  - python3
+  - python3-apt
+  - nodejs
+  - npm
+
+base_os_allow_ssh_port: 22
+
+# App ports (override per project)
+base_os_backend_port: "{{ app_backend_port | default(3001) }}"
+base_os_frontend_port: "{{ app_frontend_port | default(3000) }}"
+base_os_enable_backend: true
+base_os_enable_frontend: true
+
+base_os_user: "{{ appuser_name | default('appuser') }}"
+base_os_user_shell: "{{ appuser_shell | default('/bin/bash') }}"
+base_os_user_groups: "{{ appuser_groups | default(['sudo']) }}"
+base_os_user_ssh_public_key: "{{ appuser_ssh_public_key | default('') }}"
+
+# If true, create passwordless sudo for base_os_user.
+base_os_passwordless_sudo: true

roles/base_os/handlers/main.yml

@@ -0,0 +1,6 @@
+---
+# Role: base_os handlers
+
+- name: Reload ufw
+  ansible.builtin.command: ufw reload
+  changed_when: false

roles/base_os/tasks/main.yml

@@ -0,0 +1,63 @@
+---
+# Role: base_os
+# Purpose: baseline OS config for app guests.
+
+- name: Ensure apt cache is up to date
+  ansible.builtin.apt:
+    update_cache: true
+    cache_valid_time: 3600
+
+- name: Install baseline packages
+  ansible.builtin.apt:
+    name: "{{ base_os_packages }}"
+    state: present
+
+- name: Ensure app user exists
+  ansible.builtin.user:
+    name: "{{ base_os_user }}"
+    shell: "{{ base_os_user_shell }}"
+    groups: "{{ base_os_user_groups }}"
+    append: true
+    create_home: true
+    state: present
+
+- name: Ensure app user has authorized SSH key
+  ansible.posix.authorized_key:
+    user: "{{ base_os_user }}"
+    state: present
+    key: "{{ base_os_user_ssh_public_key }}"
+  when: base_os_user_ssh_public_key | length > 0
+
+- name: Configure passwordless sudo for app user
+  ansible.builtin.copy:
+    dest: "/etc/sudoers.d/{{ base_os_user }}"
+    content: "{{ base_os_user }} ALL=(ALL) NOPASSWD:ALL\n"
+    owner: root
+    group: root
+    mode: "0440"
+  when: base_os_passwordless_sudo | bool
+
+- name: Ensure UFW allows SSH
+  community.general.ufw:
+    rule: allow
+    port: "{{ base_os_allow_ssh_port }}"
+    proto: tcp
+
+- name: Ensure UFW allows backend port
+  community.general.ufw:
+    rule: allow
+    port: "{{ base_os_backend_port }}"
+    proto: tcp
+  when: base_os_enable_backend | bool
+
+- name: Ensure UFW allows frontend port
+  community.general.ufw:
+    rule: allow
+    port: "{{ base_os_frontend_port }}"
+    proto: tcp
+  when: base_os_enable_frontend | bool
+
+- name: Enable UFW (deny incoming by default)
+  community.general.ufw:
+    state: enabled
+    policy: deny

roles/datascience/defaults/main.yml

@@ -17,4 +17,3 @@ r_packages:
   - r-base
   - r-base-dev
   - r-recommended
-

roles/datascience/handlers/main.yml

@@ -5,4 +5,3 @@
     state: restarted
     daemon_reload: true
   become: true
-

roles/datascience/meta/main.yml

@@ -1,4 +1,3 @@
 ---
 dependencies:
   - role: base
-

roles/datascience/tasks/main.yml

@@ -200,4 +200,3 @@
     - name: Display R version
       ansible.builtin.debug:
         msg: "R version installed: {{ r_version.stdout_lines[0] if r_version.stdout_lines | length > 0 else 'Not checked in dry-run mode' }}"
-

roles/development/README.md

@@ -23,42 +23,12 @@ Installs core development tools and utilities for software development. This rol
 - **npm**: Node package manager (included with Node.js)
 - Configured from official NodeSource repository
 
-### Code Editors
-- **Cursor IDE**: AI-powered code editor (AppImage)
-  - Installed to `/usr/local/bin/cursor`
-  - Latest stable version from cursor.com
-
 ## Variables
 
 ### Core Settings
 | Variable | Default | Description |
 |----------|---------|-------------|
-| `install_cursor` | `true` | Install Cursor IDE |
-| `install_cursor_extensions` | `false` | Install Cursor extensions |
-
-### Extension Groups
-Enable specific extension groups based on your development needs:
-
-| Variable | Default | Extensions Included |
-|----------|---------|-------------------|
-| `install_python` | `false` | Python, Pylance, Black, isort, Flake8, Ruff |
-| `install_jupyter` | `false` | Jupyter notebooks, keybindings, renderers |
-| `install_web` | `false` | Prettier, ESLint, Tailwind, Vue, Svelte |
-| `install_playwright` | `false` | Playwright testing framework |
-| `install_devops` | `false` | Go, Rust, YAML, Docker, Ansible |
-| `install_r` | `false` | R language support and pack development |
-| `install_docs` | `false` | Markdown tools and linter |
-
-### Base Extensions (Always Installed)
-When `install_cursor_extensions: true`, these are always installed:
-- ErrorLens (better error highlighting)
-- GitLens (Git supercharged)
-- Git Graph (visualization)
-- Code Spell Checker
-- EditorConfig support
-- Material Icon Theme
-- GitHub Copilot (if licensed)
-- Copilot Chat
+| `development_packages` | See defaults | Base packages installed by the role |
 
 ## Dependencies
 - `base` role (for core utilities)
@@ -72,61 +42,17 @@ When `install_cursor_extensions: true`, these are always installed:
     - role: development
 ```
 
-### Python Data Science Machine
+### Customize packages
 ```yaml
-- hosts: datascience
+- hosts: developers
   roles:
     - role: development
       vars:
-        install_cursor_extensions: true
-        install_python: true
-        install_jupyter: true
-        install_docs: true
-```
-
-### Web Development Machine
-```yaml
-- hosts: webdevs
-  roles:
-    - role: development
-      vars:
-        install_cursor_extensions: true
-        install_web: true
-        install_playwright: true
-        install_docs: true
-```
-
-### Full Stack with DevOps
-```yaml
-- hosts: fullstack
-  roles:
-    - role: development
-      vars:
-        install_cursor_extensions: true
-        install_python: true
-        install_web: true
-        install_devops: true
-        install_docs: true
-```
-
-### Custom Extension List
-You can also override the extension list completely in `host_vars`:
-```yaml
-# host_vars/myhost.yml
-install_cursor_extensions: true
-cursor_extensions:
-  - ms-python.python
-  - golang.go
-  - hashicorp.terraform
-  # ... your custom list
-```
-
-### With Cursor disabled
-```yaml
-- hosts: servers
-  roles:
-    - role: development
-      install_cursor: false
+        development_packages:
+          - git
+          - build-essential
+          - python3
+          - python3-pip
 ```
 
 ## Usage
@@ -141,7 +67,6 @@ ansible-playbook playbooks/development.yml --limit dev01 --tags development
 
 ## Tags
 - `development`, `dev`: All development tasks
-- `cursor`, `ide`: Cursor IDE installation only
 
 ## Post-Installation
 
@@ -151,7 +76,6 @@ git --version
 node --version
 npm --version
 python3 --version
-cursor --version
 ```
 
 ### Node.js Usage
@@ -163,28 +87,17 @@ npm install -g <package>
 node --version  # Should show v22.x
 ```
 
-### Cursor IDE Usage
-```bash
-# Launch Cursor (if using X11/Wayland)
-cursor
-
-# For root users, use the aliased version from .zshrc:
-cursor  # Automatically adds --no-sandbox flags
-```
-
 ## Performance Notes
 
 ### Installation Time
 - **Base packages**: 1-2 minutes
 - **Node.js**: 1-2 minutes
-- **Cursor IDE**: 2-5 minutes (~200MB download)
-- **Total**: ~5-10 minutes
+- **Total**: ~3-5 minutes
 
 ### Disk Space
 - **Node.js + npm**: ~100MB
-- **Cursor IDE**: ~200MB
 - **Build tools**: ~50MB
-- **Total**: ~350MB
+- **Total**: ~150MB
 
 ## Integration
 
@@ -217,17 +130,9 @@ apt-get remove nodejs
 # Re-run playbook
 ```
 
-### Cursor Won't Launch
-For root users, use the alias that adds required flags:
-```bash
-# Check alias in .zshrc
-alias cursor="cursor --no-sandbox --disable-gpu-sandbox..."
-```
-
 ## Notes
 - Node.js 22 is the current LTS version
 - NodeSource repository is configured for automatic updates
-- Cursor IDE is installed as AppImage for easy updates
 - Build tools (gcc, make) are essential for npm native modules
 - Python 3 is included for development scripts
 - All installations are idempotent (safe to re-run)
@@ -239,11 +144,10 @@ alias cursor="cursor --no-sandbox --disable-gpu-sandbox..."
 | Git | ✅ | - |
 | Node.js | ✅ | - |
 | Build Tools | ✅ | - |
-| Cursor IDE | ✅ | - |
 | Anaconda | ❌ | ✅ |
 | Jupyter | ❌ | ✅ |
 | R Language | ❌ | ✅ |
 | Install Time | ~10 min | ~30-60 min |
-| Disk Space | ~350MB | ~3GB |
+| Disk Space | ~150MB | ~3GB |
 
 **Recommendation**: Use `development` role for general coding. Add `datascience` role only when needed for data analysis/ML work.

roles/development/defaults/main.yml

@@ -1,87 +1,9 @@
 ---
-# Development role defaults
+# Development role defaults (IDEs intentionally not managed here).
 
-# Node.js is installed by default from NodeSource
-# No additional configuration needed
-
-# Cursor IDE - lightweight IDE installation
-install_cursor: true
-install_cursor_extensions: false
-
-# Base Cursor extensions (always good to have)
-cursor_extensions_base:
-  - usernamehw.errorlens                    # Better error highlighting
-  - eamodio.gitlens                         # Git supercharged
-  - mhutchie.git-graph                      # Git graph visualization
-  - streetsidesoftware.code-spell-checker   # Spell checker
-  - EditorConfig.EditorConfig               # EditorConfig support
-  - PKief.material-icon-theme               # Better file icons
-
-# Python/Data Science extensions
-cursor_extensions_python:
-  - ms-python.python                        # Python language support
-  - ms-python.vscode-pylance                # Python IntelliSense
-  - ms-python.black-formatter               # Black formatter
-  - ms-python.isort                         # Import sorter
-  - ms-python.flake8                        # Linter
-  - charliermarsh.ruff                      # Fast Python linter
-
-# Jupyter/Data Science extensions
-cursor_extensions_jupyter:
-  - ms-toolsai.jupyter                      # Jupyter notebooks
-  - ms-toolsai.jupyter-keymap               # Jupyter keybindings
-  - ms-toolsai.jupyter-renderers            # Jupyter renderers
-
-# Web Development extensions
-cursor_extensions_web:
-  - esbenp.prettier-vscode                  # Code formatter
-  - dbaeumer.vscode-eslint                  # ESLint
-  - bradlc.vscode-tailwindcss               # Tailwind CSS
-  - vue.volar                               # Vue 3
-  - svelte.svelte-vscode                    # Svelte
-
-# Testing extensions
-cursor_extensions_testing:
-  - ms-playwright.playwright                # Playwright testing
-
-# Systems/DevOps extensions
-cursor_extensions_devops:
-  - golang.go                               # Go language
-  - rust-lang.rust-analyzer                 # Rust language
-  - redhat.vscode-yaml                      # YAML support
-  - ms-azuretools.vscode-docker             # Docker support
-  - redhat.ansible                          # Ansible support
-
-# R language extensions
-cursor_extensions_r:
-  - REditorSupport.r                        # R language support
-  - Ikuyadeu.r-pack                         # R package development
-
-# Markdown/Documentation extensions
-cursor_extensions_docs:
-  - yzhang.markdown-all-in-one              # Markdown tools
-  - DavidAnson.vscode-markdownlint          # Markdown linter
-
-# Default combined list (customize per host in host_vars)
-cursor_extensions: >-
-  {{
-    [
-      cursor_extensions_base,
-      (cursor_extensions_python if install_python | default(false) else []),
-      (cursor_extensions_jupyter if install_jupyter | default(false) else []),
-      (cursor_extensions_web if install_web | default(false) else []),
-      (cursor_extensions_testing if install_playwright | default(false) else []),
-      (cursor_extensions_devops if install_devops | default(false) else []),
-      (cursor_extensions_r if install_r | default(false) else []),
-      (cursor_extensions_docs if install_docs | default(false) else [])
-    ] | flatten
-  }}
-
-# Feature flags to enable extension groups
-install_python: false
-install_jupyter: false
-install_web: false
-install_playwright: false
-install_devops: false
-install_r: false
-install_docs: false
+# Base packages for a lightweight dev foundation.
+development_packages:
+  - git
+  - build-essential
+  - python3
+  - python3-pip

roles/development/tasks/main.yml

@@ -1,13 +1,7 @@
 ---
 - name: Install basic development packages
   ansible.builtin.apt:
-    name:
-      # Development tools
-      - git
-      # Build tools
-      - build-essential
-      - python3
-      - python3-pip
+    name: "{{ development_packages }}"
     state: present
   become: true
 
@@ -17,34 +11,41 @@
   failed_when: false
   changed_when: false
 
-- name: Check if NodeSource repository exists and is correct
-  ansible.builtin.shell: |
-    if [ -f /etc/apt/sources.list.d/nodesource.list ]; then
-      if grep -q "deb \[signed-by=/etc/apt/keyrings/nodesource.gpg\] https://deb.nodesource.com/node_22.x nodistro main" /etc/apt/sources.list.d/nodesource.list; then
-        echo "correct_config"
-      else
-        echo "wrong_config"
-      fi
-    else
-      echo "not_exists"
-    fi
-  register: nodesource_repo_check
-  failed_when: false
+- name: Check NodeSource repository file presence
+  ansible.builtin.stat:
+    path: /etc/apt/sources.list.d/nodesource.list
+  register: nodesource_list_stat
   when: node_version_check.rc != 0 or not node_version_check.stdout.startswith('v22')
 
-- name: Check if NodeSource GPG key exists and is correct
-  ansible.builtin.shell: |
-    if [ -f /etc/apt/keyrings/nodesource.gpg ]; then
-      if file /etc/apt/keyrings/nodesource.gpg | grep -q "PGP"; then
-        echo "correct_key"
-      else
-        echo "wrong_key"
-      fi
-    else
-      echo "not_exists"
-    fi
-  register: nodesource_key_check
-  failed_when: false
+- name: Read NodeSource repository file
+  ansible.builtin.slurp:
+    src: /etc/apt/sources.list.d/nodesource.list
+  register: nodesource_list_slurp
+  when:
+    - node_version_check.rc != 0 or not node_version_check.stdout.startswith('v22')
+    - nodesource_list_stat.stat.exists | default(false)
+
+- name: Set NodeSource repository state
+  ansible.builtin.set_fact:
+    nodesource_repo_state: >-
+      {{
+        'not_exists'
+        if not (nodesource_list_stat.stat.exists | default(false))
+        else (
+          'correct_config'
+          if (
+            (nodesource_list_slurp.content | b64decode)
+            is search('^deb \\[signed-by=/etc/apt/keyrings/nodesource\\.gpg\\] https://deb\\.nodesource\\.com/node_22\\.x nodistro main', multiline=True)
+          )
+          else 'wrong_config'
+        )
+      }}
+  when: node_version_check.rc != 0 or not node_version_check.stdout.startswith('v22')
+
+- name: Check NodeSource GPG key presence
+  ansible.builtin.stat:
+    path: /etc/apt/keyrings/nodesource.gpg
+  register: nodesource_key_stat
   when: node_version_check.rc != 0 or not node_version_check.stdout.startswith('v22')
 
 - name: Remove incorrect NodeSource repository
@@ -54,16 +55,7 @@
   become: true
   when:
     - node_version_check.rc != 0 or not node_version_check.stdout.startswith('v22')
-    - nodesource_repo_check.stdout == "wrong_config"
-
-- name: Remove incorrect NodeSource key
-  ansible.builtin.file:
-    path: /etc/apt/keyrings/nodesource.gpg
-    state: absent
-  become: true
-  when:
-    - node_version_check.rc != 0 or not node_version_check.stdout.startswith('v22')
-    - nodesource_key_check.stdout == "wrong_key"
+    - nodesource_repo_state == "wrong_config"
 
 - name: Create keyrings directory
   ansible.builtin.file:
@@ -73,7 +65,7 @@
   become: true
   when:
     - node_version_check.rc != 0 or not node_version_check.stdout.startswith('v22')
-    - nodesource_key_check.stdout in ["not_exists", "wrong_key"]
+    - not (nodesource_key_stat.stat.exists | default(false))
 
 - name: Add NodeSource GPG key only if needed
   ansible.builtin.get_url:
@@ -84,7 +76,7 @@
   become: true
   when:
     - node_version_check.rc != 0 or not node_version_check.stdout.startswith('v22')
-    - nodesource_key_check.stdout in ["not_exists", "wrong_key"]
+    - not (nodesource_key_stat.stat.exists | default(false))
 
 - name: Add NodeSource repository only if needed
   ansible.builtin.apt_repository:
@@ -94,7 +86,7 @@
   become: true
   when:
     - node_version_check.rc != 0 or not node_version_check.stdout.startswith('v22')
-    - nodesource_repo_check.stdout in ["not_exists", "wrong_config"]
+    - nodesource_repo_state in ["not_exists", "wrong_config"]
 
 - name: Install Node.js 22 from NodeSource
   ansible.builtin.apt:
@@ -111,92 +103,3 @@
 - name: Display Node.js version
   ansible.builtin.debug:
     msg: "Node.js version installed: {{ final_node_version.stdout if final_node_version.stdout is defined else 'Not checked in dry-run mode' }}"
-
-# Cursor IDE installation (using AppImage)
-# Downloads the latest version from cursor.com API
-- name: Install Cursor IDE block
-  tags: ['cursor', 'ide']
-  block:
-    - name: Install libfuse2 dependency for AppImage
-      ansible.builtin.apt:
-        name: libfuse2
-        state: present
-        update_cache: false
-      become: true
-      when: ansible_os_family == "Debian"
-
-    - name: Check if Cursor is already installed at /usr/local/bin
-      ansible.builtin.stat:
-        path: /usr/local/bin/cursor
-      register: cursor_bin_check
-
-    - name: Get Cursor download URL from API and download AppImage
-      ansible.builtin.shell: |
-        DOWNLOAD_URL=$(curl -sL "https://www.cursor.com/api/download?platform=linux-x64&releaseTrack=stable" | grep -o '"downloadUrl":"[^"]*' | cut -d'"' -f4)
-        wget --timeout=60 --tries=3 -O /tmp/cursor.AppImage "$DOWNLOAD_URL"
-      args:
-        creates: /tmp/cursor.AppImage
-      when: not cursor_bin_check.stat.exists
-      register: cursor_download
-      retries: 2
-      delay: 5
-      until: cursor_download.rc == 0
-
-    - name: Make Cursor AppImage executable
-      ansible.builtin.file:
-        path: /tmp/cursor.AppImage
-        mode: '0755'
-      when:
-        - not cursor_bin_check.stat.exists
-        - cursor_download is defined
-        - cursor_download.rc is defined
-        - cursor_download.rc == 0
-
-    - name: Install Cursor to /usr/local/bin
-      ansible.builtin.copy:
-        src: /tmp/cursor.AppImage
-        dest: /usr/local/bin/cursor
-        mode: '0755'
-        remote_src: true
-      when:
-        - not cursor_bin_check.stat.exists
-        - cursor_download is defined
-        - cursor_download.rc is defined
-        - cursor_download.rc == 0
-      become: true
-
-    - name: Clean up Cursor download
-      ansible.builtin.file:
-        path: /tmp/cursor.AppImage
-        state: absent
-      when:
-        - cursor_download is defined
-        - cursor_download.rc is defined
-        - cursor_download.rc == 0
-
-    - name: Display Cursor installation status
-      ansible.builtin.debug:
-        msg: "{{ 'Cursor already installed' if cursor_bin_check.stat.exists else ('Cursor installed successfully' if (cursor_download is defined and cursor_download.rc is defined and cursor_download.rc == 0) else 'Cursor installation failed - download manually from cursor.com') }}"
-
-# Cursor extensions installation
-- name: Install Cursor extensions block
-  when:
-    - install_cursor | default(true) | bool
-    - install_cursor_extensions | default(false) | bool
-    - cursor_extensions is defined
-    - cursor_extensions | length > 0
-  tags: ['cursor', 'extensions']
-  block:
-    - name: Install Cursor extensions
-      ansible.builtin.shell: |
-        cursor --install-extension {{ item }} --force --user-data-dir={{ ansible_env.HOME }}/.cursor-root 2>/dev/null || true
-      loop: "{{ cursor_extensions }}"
-      register: cursor_ext_install
-      changed_when: "'successfully installed' in cursor_ext_install.stdout.lower()"
-      failed_when: false
-      become: true
-      become_user: "{{ ansible_user }}"
-
-    - name: Display Cursor extensions status
-      ansible.builtin.debug:
-        msg: "Installed {{ cursor_extensions | length }} Cursor extensions"

roles/docker/tasks/setup_gpg_key.yml

@@ -12,6 +12,7 @@
     fi
   register: docker_key_check
   failed_when: false
+  changed_when: false
 
 - name: Remove incorrect Docker GPG key
   ansible.builtin.file:
@@ -43,4 +44,3 @@
     path: /tmp/docker.gpg
     state: absent
   when: docker_key_check.stdout in ["not_exists", "wrong_key"]
-  

roles/docker/tasks/setup_repo_debian.yml

@@ -12,6 +12,7 @@
     fi
   register: docker_repo_check
   failed_when: false
+  changed_when: false
 
 - name: Remove incorrect Docker repository
   ansible.builtin.file:
@@ -26,4 +27,3 @@
     state: present
     update_cache: true
   when: docker_repo_check.stdout in ["not_exists", "wrong_config"]
-  

roles/docker/tasks/setup_repo_linux_mint.yml

@@ -20,6 +20,7 @@
     fi
   register: docker_repo_check
   failed_when: false
+  changed_when: false
 
 - name: Remove incorrect Docker repository
   ansible.builtin.file:
@@ -34,4 +35,3 @@
     state: present
     update_cache: true
   when: docker_repo_check.stdout in ["not_exists", "wrong_config"]
-  

roles/docker/tasks/setup_repo_ubuntu.yml

@@ -12,6 +12,7 @@
     fi
   register: docker_repo_check
   failed_when: false
+  changed_when: false
 
 - name: Remove incorrect Docker repository
   ansible.builtin.file:
@@ -26,4 +27,3 @@
     state: present
     update_cache: true
   when: docker_repo_check.stdout in ["not_exists", "wrong_config"]
-  

roles/monitoring_desktop/defaults/main.yml

@@ -0,0 +1,5 @@
+---
+# Monitoring (desktop/workstation) role defaults
+monitoring_desktop_install_btop: true
+monitoring_desktop_install_wireshark_common: true
+monitoring_desktop_create_scripts: true

roles/monitoring_desktop/tasks/main.yml

@@ -0,0 +1,131 @@
+---
+- name: Install monitoring packages (desktop/workstation)
+  ansible.builtin.apt:
+    name:
+      # System monitoring
+      - htop
+      - iotop
+      - nethogs
+      - iftop
+      - ncdu
+      - dstat
+      # Network monitoring
+      - nmap
+      - tcpdump
+      # Performance monitoring
+      - atop
+      # Desktop extras
+      - "{{ 'wireshark-common' if monitoring_desktop_install_wireshark_common | bool else omit }}"
+    state: present
+
+- name: Check if btop is available in apt
+  ansible.builtin.command: apt-cache policy btop
+  register: monitoring_desktop_btop_apt_check
+  changed_when: false
+  failed_when: false
+  when: monitoring_desktop_install_btop | bool
+
+- name: Install btop from apt if available (Debian 12+)
+  ansible.builtin.apt:
+    name: btop
+    state: present
+    update_cache: false
+  when:
+    - monitoring_desktop_install_btop | bool
+    - monitoring_desktop_btop_apt_check.rc == 0
+    - "'Candidate:' in monitoring_desktop_btop_apt_check.stdout"
+    - "'(none)' not in monitoring_desktop_btop_apt_check.stdout"
+  failed_when: false
+
+- name: Install btop from binary if apt not available
+  when:
+    - monitoring_desktop_install_btop | bool
+    - monitoring_desktop_btop_apt_check.rc != 0 or "(none)" in monitoring_desktop_btop_apt_check.stdout
+  block:
+    - name: Download btop binary
+      ansible.builtin.get_url:
+        url: https://github.com/aristocratos/btop/releases/latest/download/btop-x86_64-linux-musl.tbz
+        dest: /tmp/btop.tbz
+        mode: '0644'
+      failed_when: false
+
+    - name: Extract btop
+      ansible.builtin.unarchive:
+        src: /tmp/btop.tbz
+        dest: /tmp/
+        remote_src: true
+      failed_when: false
+
+    - name: Install btop binary
+      ansible.builtin.copy:
+        src: /tmp/btop/bin/btop
+        dest: /usr/local/bin/btop
+        mode: '0755'
+        remote_src: true
+      failed_when: false
+
+    - name: Clean up btop download
+      ansible.builtin.file:
+        path: "{{ item }}"
+        state: absent
+      loop:
+        - /tmp/btop.tbz
+        - /tmp/btop
+      failed_when: false
+
+- name: Create monitoring scripts directory
+  ansible.builtin.file:
+    path: /usr/local/bin/monitoring
+    state: directory
+    mode: '0755'
+  when: monitoring_desktop_create_scripts | bool
+
+- name: Deploy system monitoring script
+  ansible.builtin.copy:
+    content: |
+      #!/bin/bash
+      # System monitoring dashboard
+      echo "=== System Overview ==="
+      echo "Hostname: $(hostname)"
+      echo "Uptime: $(uptime -p)"
+      echo "Load: $(uptime | awk -F'load average:' '{print $2}')"
+      echo ""
+      echo "=== Memory ==="
+      free -h
+      echo ""
+      echo "=== Disk Usage ==="
+      df -h / /home 2>/dev/null | grep -v tmpfs
+      echo ""
+      echo "=== Top Processes ==="
+      ps aux --sort=-%cpu | head -6
+      echo ""
+      echo "=== Network Connections ==="
+      ss -tuln | head -10
+      echo ""
+      if command -v tailscale >/dev/null; then
+        echo "=== Tailscale Status ==="
+        tailscale status --peers=false 2>/dev/null || echo "Not connected"
+      fi
+    dest: /usr/local/bin/monitoring/sysinfo
+    mode: '0755'
+  when: monitoring_desktop_create_scripts | bool
+
+- name: Deploy network monitoring script
+  ansible.builtin.copy:
+    content: |
+      #!/bin/bash
+      # Network monitoring script
+      echo "=== Network Interface Status ==="
+      ip addr show | grep -E "(inet |state )" | grep -v 127.0.0.1
+      echo ""
+      echo "=== Route Table ==="
+      ip route show
+      echo ""
+      echo "=== DNS Configuration ==="
+      cat /etc/resolv.conf | grep nameserver
+      echo ""
+      echo "=== Open Ports ==="
+      ss -tuln | grep LISTEN | sort
+    dest: /usr/local/bin/monitoring/netinfo
+    mode: '0755'
+  when: monitoring_desktop_create_scripts | bool

roles/monitoring_server/defaults/main.yml

@@ -0,0 +1,5 @@
+---
+# Monitoring (server) role defaults
+monitoring_server_install_btop: true
+monitoring_server_enable_sysstat: true
+monitoring_server_create_scripts: true

roles/monitoring_server/handlers/main.yml

@@ -0,0 +1,11 @@
+---
+- name: restart fail2ban
+  ansible.builtin.systemd:
+    name: fail2ban
+    state: restarted
+
+- name: restart sysstat
+  ansible.builtin.systemd:
+    name: sysstat
+    state: restarted
+    enabled: true

roles/monitoring_server/tasks/main.yml

@@ -0,0 +1,148 @@
+---
+- name: Install monitoring packages (server)
+  ansible.builtin.apt:
+    name:
+      # System monitoring
+      - htop
+      - iotop
+      - nethogs
+      - iftop
+      - ncdu
+      - dstat
+      # Log monitoring / security
+      - logwatch
+      - fail2ban
+      # Network monitoring
+      - nmap
+      - tcpdump
+      # Performance monitoring
+      - sysstat
+      - atop
+    state: present
+
+- name: Check if btop is available in apt
+  ansible.builtin.command: apt-cache policy btop
+  register: monitoring_server_btop_apt_check
+  changed_when: false
+  failed_when: false
+  when: monitoring_server_install_btop | bool
+
+- name: Install btop from apt if available (Debian 12+)
+  ansible.builtin.apt:
+    name: btop
+    state: present
+    update_cache: false
+  when:
+    - monitoring_server_install_btop | bool
+    - monitoring_server_btop_apt_check.rc == 0
+    - "'Candidate:' in monitoring_server_btop_apt_check.stdout"
+    - "'(none)' not in monitoring_server_btop_apt_check.stdout"
+  failed_when: false
+
+- name: Install btop from binary if apt not available
+  when:
+    - monitoring_server_install_btop | bool
+    - monitoring_server_btop_apt_check.rc != 0 or "(none)" in monitoring_server_btop_apt_check.stdout
+  block:
+    - name: Download btop binary
+      ansible.builtin.get_url:
+        url: https://github.com/aristocratos/btop/releases/latest/download/btop-x86_64-linux-musl.tbz
+        dest: /tmp/btop.tbz
+        mode: '0644'
+      failed_when: false
+
+    - name: Extract btop
+      ansible.builtin.unarchive:
+        src: /tmp/btop.tbz
+        dest: /tmp/
+        remote_src: true
+      failed_when: false
+
+    - name: Install btop binary
+      ansible.builtin.copy:
+        src: /tmp/btop/bin/btop
+        dest: /usr/local/bin/btop
+        mode: '0755'
+        remote_src: true
+      failed_when: false
+
+    - name: Clean up btop download
+      ansible.builtin.file:
+        path: "{{ item }}"
+        state: absent
+      loop:
+        - /tmp/btop.tbz
+        - /tmp/btop
+      failed_when: false
+
+- name: Configure fail2ban
+  ansible.builtin.template:
+    src: jail.local.j2
+    dest: /etc/fail2ban/jail.local
+    mode: '0644'
+  notify: restart fail2ban
+
+- name: Enable sysstat data collection
+  ansible.builtin.lineinfile:
+    path: /etc/default/sysstat
+    regexp: '^ENABLED='
+    line: 'ENABLED="true"'
+  notify: restart sysstat
+  when: monitoring_server_enable_sysstat | bool
+
+- name: Create monitoring scripts directory
+  ansible.builtin.file:
+    path: /usr/local/bin/monitoring
+    state: directory
+    mode: '0755'
+  when: monitoring_server_create_scripts | bool
+
+- name: Deploy system monitoring script
+  ansible.builtin.copy:
+    content: |
+      #!/bin/bash
+      # System monitoring dashboard
+      echo "=== System Overview ==="
+      echo "Hostname: $(hostname)"
+      echo "Uptime: $(uptime -p)"
+      echo "Load: $(uptime | awk -F'load average:' '{print $2}')"
+      echo ""
+      echo "=== Memory ==="
+      free -h
+      echo ""
+      echo "=== Disk Usage ==="
+      df -h / /home 2>/dev/null | grep -v tmpfs
+      echo ""
+      echo "=== Top Processes ==="
+      ps aux --sort=-%cpu | head -6
+      echo ""
+      echo "=== Network Connections ==="
+      ss -tuln | head -10
+      echo ""
+      if command -v tailscale >/dev/null; then
+        echo "=== Tailscale Status ==="
+        tailscale status --peers=false 2>/dev/null || echo "Not connected"
+      fi
+    dest: /usr/local/bin/monitoring/sysinfo
+    mode: '0755'
+  when: monitoring_server_create_scripts | bool
+
+- name: Deploy network monitoring script
+  ansible.builtin.copy:
+    content: |
+      #!/bin/bash
+      # Network monitoring script
+      echo "=== Network Interface Status ==="
+      ip addr show | grep -E "(inet |state )" | grep -v 127.0.0.1
+      echo ""
+      echo "=== Route Table ==="
+      ip route show
+      echo ""
+      echo "=== DNS Configuration ==="
+      cat /etc/resolv.conf | grep nameserver
+      echo ""
+      echo "=== Open Ports ==="
+      ss -tuln | grep LISTEN | sort
+    dest: /usr/local/bin/monitoring/netinfo
+    mode: '0755'
+  when: monitoring_server_create_scripts | bool

roles/monitoring_server/templates/jail.local.j2

@@ -0,0 +1,34 @@
+[DEFAULT]
+# Ban hosts for 1 hour
+bantime = 3600
+# Check for repeated failures for 10 minutes
+findtime = 600
+# Allow 3 failures before banning
+maxretry = 3
+
+# Email notifications (uncomment and configure if needed)
+destemail = idobkin@gmail.com
+sender = idobkin@gmail.com
+action = %(action_mwl)s
+
+[sshd]
+enabled = true
+port = ssh
+filter = sshd
+logpath = /var/log/auth.log
+maxretry = 3
+
+[apache]
+enabled = false
+port = http,https
+filter = apache-auth
+logpath = /var/log/apache2/error.log
+maxretry = 3
+
+[nginx-http-auth]
+enabled = false
+port = http,https
+filter = nginx-http-auth
+logpath = /var/log/nginx/error.log
+maxretry = 3
+

roles/pote/README.md

@@ -0,0 +1,27 @@
+# `pote`
+
+Deploys the **POTE** project as a Python/venv application (no HTTP services required) and schedules cron jobs.
+
+## What it does
+
+- Installs required system packages (git, python3.11/venv, build deps, postgresql server/client)
+- Ensures a dedicated OS user exists (default: `poteapp`)
+- Creates PostgreSQL database and user
+- Clones/updates the repo from an SSH remote using a vault-backed private key
+- Creates a Python virtualenv and installs from `pyproject.toml` (editable mode)
+- Renders an environment file (default: `{{ pote_app_dir }}/.env`)
+- Runs Alembic database migrations
+- Installs cron jobs (daily/weekly/health-check)
+
+## Key variables
+
+See `defaults/main.yml`. Common inputs:
+
+- `pote_git_repo`, `pote_git_branch`
+- `pote_git_ssh_key` (set `vault_pote_git_ssh_key` in your vault)
+- `pote_user`, `pote_app_dir`, `pote_venv_dir`
+- `pote_db_*`, `pote_smtp_*`
+- `pote_enable_cron`, `pote_*_time`, `pote_*_job`
+
+
+

roles/pote/defaults/main.yml

@@ -0,0 +1,116 @@
+---
+# Role: pote
+# Purpose: Deploy POTE (Python/venv + cron) from a Git repo via SSH.
+
+# -----------------------------------------------------------------------------
+# Git / source
+# -----------------------------------------------------------------------------
+pote_git_repo: ""
+pote_git_branch: "main"
+
+# SSH private key used to clone/pull (vault-backed). Keep this secret.
+# Prefer setting `vault_pote_git_ssh_key` in your vault; `vault_git_ssh_key` is supported for compatibility.
+pote_git_ssh_key: "{{ vault_pote_git_ssh_key | default(vault_git_ssh_key | default('')) }}"
+
+# Host/IP for known_hosts (so first clone is non-interactive).
+pote_git_host: "10.0.30.169"
+pote_git_port: 22
+
+# -----------------------------------------------------------------------------
+# User / paths
+# -----------------------------------------------------------------------------
+pote_user: "poteapp"
+pote_group: "{{ pote_user }}"
+pote_app_dir: "/home/{{ pote_user }}/pote"
+pote_venv_dir: "{{ pote_app_dir }}/venv"
+pote_python_bin: "python3.11"
+
+# Environment file
+pote_env_file: "{{ pote_app_dir }}/.env"
+pote_env_file_mode: "0600"
+
+# Logs
+pote_logs_dir: "/home/{{ pote_user }}/logs"
+pote_log_level: "INFO"
+pote_log_file: "{{ pote_logs_dir }}/pote.log"
+
+# Monitoring / alerting (optional)
+pote_market_tickers: ""
+pote_alert_min_severity: ""
+
+# Optional API keys
+pote_quiverquant_api_key: ""
+pote_fmp_api_key: ""
+
+# -----------------------------------------------------------------------------
+# System deps
+# -----------------------------------------------------------------------------
+pote_system_packages:
+  - git
+  - ca-certificates
+  - python3.11
+  - python3.11-venv
+  - python3.11-dev
+  - python3-pip
+  - build-essential
+  - postgresql
+  - postgresql-contrib
+  - postgresql-client
+  - libpq-dev
+
+# -----------------------------------------------------------------------------
+# Database
+# -----------------------------------------------------------------------------
+pote_db_host: "localhost"
+pote_db_port: 5432
+pote_db_name: "potedb"
+pote_db_user: "poteuser"
+# Prefer env-specific vault vars; fall back to a generic one if present.
+pote_db_password: >-
+  {{
+    vault_pote_db_password
+    | default(
+      (vault_pote_db_password_dev | default(vault_db_password_dev | default(''), true)) if pote_env == 'dev'
+      else (vault_pote_db_password_qa | default(vault_db_password_qa | default(''), true)) if pote_env == 'qa'
+      else (vault_pote_db_password_prod | default(vault_db_password_prod | default(''), true)) if pote_env == 'prod'
+      else '',
+      true
+    )
+  }}
+
+# Convenience computed URL (commonly used by Python apps)
+pote_database_url: "postgresql://{{ pote_db_user }}:{{ pote_db_password }}@{{ pote_db_host }}:{{ pote_db_port }}/{{ pote_db_name }}"
+
+# -----------------------------------------------------------------------------
+# SMTP / email
+# -----------------------------------------------------------------------------
+pote_smtp_host: "mail.levkin.ca"
+pote_smtp_port: 587
+pote_smtp_user: ""
+pote_smtp_password: "{{ vault_pote_smtp_password | default(vault_smtp_password | default('')) }}"
+pote_from_email: ""
+pote_report_recipients: ""
+
+# -----------------------------------------------------------------------------
+# Automation / cron
+# -----------------------------------------------------------------------------
+pote_enable_cron: true
+
+# "minute hour" (e.g. "0 6")
+pote_daily_report_time: "0 6"
+# "minute hour dow" (e.g. "0 8 0" => Sunday 08:00)
+pote_weekly_report_time: "0 8 0"
+# "minute hour" for */6 style (e.g. "0 */6")
+pote_health_check_time: "0 */6"
+
+pote_daily_report_enabled: true
+pote_weekly_report_enabled: true
+pote_health_check_enabled: true
+
+# Commands (adjust to your repo’s actual scripts)
+pote_daily_job: "{{ pote_app_dir }}/scripts/automated_daily_run.sh >> {{ pote_logs_dir }}/daily_run.log 2>&1"
+pote_weekly_job: "{{ pote_app_dir }}/scripts/automated_weekly_run.sh >> {{ pote_logs_dir }}/weekly_run.log 2>&1"
+pote_health_check_job: "{{ pote_venv_dir }}/bin/python {{ pote_app_dir }}/scripts/health_check.py >> {{ pote_logs_dir }}/health_check.log 2>&1"
+
+# Environment name for templating/logging (dev|qa|prod)
+pote_env: "{{ app_env | default('prod') }}"

roles/pote/tasks/main.yml

@@ -0,0 +1,227 @@
+---
+# Role: pote
+# Purpose: Deploy POTE (python/venv) and schedule cron jobs.
+
+- name: Ensure POTE system dependencies are installed
+  ansible.builtin.apt:
+    name: "{{ pote_system_packages }}"
+    state: present
+    update_cache: true
+    cache_valid_time: 3600
+
+- name: Ensure POTE group exists
+  ansible.builtin.group:
+    name: "{{ pote_group }}"
+    state: present
+
+- name: Ensure POTE user exists
+  ansible.builtin.user:
+    name: "{{ pote_user }}"
+    group: "{{ pote_group }}"
+    shell: /bin/bash
+    create_home: true
+    state: present
+
+- name: Ensure POTE app directory exists
+  ansible.builtin.file:
+    path: "{{ pote_app_dir }}"
+    state: directory
+    owner: "{{ pote_user }}"
+    group: "{{ pote_group }}"
+    mode: "0755"
+
+- name: Ensure SSH directory exists for POTE user
+  ansible.builtin.file:
+    path: "/home/{{ pote_user }}/.ssh"
+    state: directory
+    owner: "{{ pote_user }}"
+    group: "{{ pote_group }}"
+    mode: "0700"
+
+- name: Install Git SSH key for POTE (vault-backed)
+  ansible.builtin.copy:
+    dest: "/home/{{ pote_user }}/.ssh/id_ed25519"
+    content: "{{ pote_git_ssh_key }}"
+    owner: "{{ pote_user }}"
+    group: "{{ pote_group }}"
+    mode: "0600"
+  no_log: true
+  when: (pote_git_ssh_key | default('')) | length > 0
+
+- name: Fetch Git host key (ssh-keyscan)
+  ansible.builtin.command: "ssh-keyscan -p {{ pote_git_port }} -H {{ pote_git_host }}"
+  register: pote_ssh_keyscan
+  changed_when: false
+  failed_when: false
+  when: (pote_git_host | default('')) | length > 0
+
+- name: Ensure Git host is in known_hosts for POTE user
+  ansible.builtin.known_hosts:
+    path: "/home/{{ pote_user }}/.ssh/known_hosts"
+    name: "{{ pote_git_host }}"
+    key: "{{ pote_ssh_keyscan.stdout }}"
+    state: present
+  when:
+    - (pote_git_host | default('')) | length > 0
+    - (pote_ssh_keyscan.stdout | default('')) | length > 0
+
+- name: Clone/update POTE repository
+  block:
+    - name: Clone/update POTE repository (git over SSH)
+      ansible.builtin.git:
+        repo: "{{ pote_git_repo }}"
+        dest: "{{ pote_app_dir }}"
+        version: "{{ pote_git_branch }}"
+        key_file: "/home/{{ pote_user }}/.ssh/id_ed25519"
+        accept_hostkey: true
+        update: true
+      become: true
+      become_user: "{{ pote_user }}"
+      register: pote_git_result
+  rescue:
+    - name: Abort with actionable Git SSH guidance
+      ansible.builtin.fail:
+        msg: >-
+          Failed to clone {{ pote_git_repo }} (branch={{ pote_git_branch }}) as user {{ pote_user }}.
+          Common causes:
+          - vault_pote_git_ssh_key is not a valid OpenSSH private key (or is passphrase-protected)
+          - the public key is not added to Gitea as a deploy key / user key with access to ilia/POTE
+          - repo or branch name is wrong
+          Error: {{ pote_git_result.msg | default(pote_git_result.stderr | default('unknown error')) }}
+
+- name: Ensure PostgreSQL is running
+  ansible.builtin.systemd:
+    name: postgresql
+    state: started
+    enabled: true
+
+- name: Check if PostgreSQL role exists
+  ansible.builtin.command: "psql -tAc \"SELECT 1 FROM pg_roles WHERE rolname='{{ pote_db_user }}'\""
+  become: true
+  become_user: postgres
+  register: pote_pg_role_check
+  changed_when: false
+
+- name: Create PostgreSQL user for POTE
+  ansible.builtin.command: "psql -c \"CREATE USER {{ pote_db_user }} WITH PASSWORD '{{ pote_db_password }}'\""
+  become: true
+  become_user: postgres
+  when: (pote_pg_role_check.stdout | trim) != '1'
+  changed_when: true
+
+- name: Ensure PostgreSQL user password is set (idempotent)
+  ansible.builtin.command: "psql -c \"ALTER USER {{ pote_db_user }} WITH PASSWORD '{{ pote_db_password }}'\""
+  become: true
+  become_user: postgres
+  when: (pote_db_password | default('')) | length > 0
+  changed_when: false
+
+- name: Check if PostgreSQL database exists
+  ansible.builtin.command: "psql -tAc \"SELECT 1 FROM pg_database WHERE datname='{{ pote_db_name }}'\""
+  become: true
+  become_user: postgres
+  register: pote_pg_db_check
+  changed_when: false
+
+- name: Create PostgreSQL database for POTE
+  ansible.builtin.command: "psql -c \"CREATE DATABASE {{ pote_db_name }} OWNER {{ pote_db_user }}\""
+  become: true
+  become_user: postgres
+  when: (pote_pg_db_check.stdout | trim) != '1'
+  changed_when: true
+
+- name: Ensure Python virtual environment exists
+  ansible.builtin.command: "{{ pote_python_bin }} -m venv {{ pote_venv_dir }}"
+  args:
+    creates: "{{ pote_venv_dir }}/bin/activate"
+  become: true
+  become_user: "{{ pote_user }}"
+
+- name: Upgrade pip in venv
+  ansible.builtin.pip:
+    name: pip
+    state: present
+    virtualenv: "{{ pote_venv_dir }}"
+  become: true
+  become_user: "{{ pote_user }}"
+
+- name: Deploy POTE environment file
+  ansible.builtin.template:
+    src: env.j2
+    dest: "{{ pote_env_file }}"
+    owner: "{{ pote_user }}"
+    group: "{{ pote_group }}"
+    mode: "{{ pote_env_file_mode }}"
+
+- name: Install POTE in editable mode (pyproject.toml)
+  ansible.builtin.pip:
+    name: "{{ pote_app_dir }}"
+    editable: true
+    virtualenv: "{{ pote_venv_dir }}"
+  become: true
+  become_user: "{{ pote_user }}"
+
+- name: Run Alembic migrations
+  ansible.builtin.command: "{{ pote_venv_dir }}/bin/alembic upgrade head"
+  args:
+    chdir: "{{ pote_app_dir }}"
+  become: true
+  become_user: "{{ pote_user }}"
+  changed_when: false
+
+- name: Ensure logs directory exists
+  ansible.builtin.file:
+    path: "{{ pote_logs_dir }}"
+    state: directory
+    owner: "{{ pote_user }}"
+    group: "{{ pote_group }}"
+    mode: "0755"
+
+- name: Ensure automation shell scripts are executable
+  ansible.builtin.file:
+    path: "{{ pote_app_dir }}/scripts/{{ item }}"
+    mode: "0755"
+  loop:
+    - automated_daily_run.sh
+    - automated_weekly_run.sh
+    - setup_cron.sh
+    - setup_automation.sh
+  become: true
+  become_user: "{{ pote_user }}"
+
+- name: Install cron job - daily report
+  ansible.builtin.cron:
+    name: "POTE daily report"
+    minute: "{{ pote_daily_report_time.split()[0] }}"
+    hour: "{{ pote_daily_report_time.split()[1] }}"
+    job: "{{ pote_daily_job }}"
+    user: "{{ pote_user }}"
+    state: present
+  when:
+    - pote_enable_cron | bool
+    - pote_daily_report_enabled | bool
+
+- name: Install cron job - weekly report
+  ansible.builtin.cron:
+    name: "POTE weekly report"
+    minute: "{{ pote_weekly_report_time.split()[0] }}"
+    hour: "{{ pote_weekly_report_time.split()[1] }}"
+    weekday: "{{ pote_weekly_report_time.split()[2] }}"
+    job: "{{ pote_weekly_job }}"
+    user: "{{ pote_user }}"
+    state: present
+  when:
+    - pote_enable_cron | bool
+    - pote_weekly_report_enabled | bool
+
+- name: Install cron job - health check
+  ansible.builtin.cron:
+    name: "POTE health check"
+    minute: "{{ pote_health_check_time.split()[0] }}"
+    hour: "{{ pote_health_check_time.split()[1] }}"
+    job: "{{ pote_health_check_job }}"
+    user: "{{ pote_user }}"
+    state: present
+  when:
+    - pote_enable_cron | bool
+    - pote_health_check_enabled | bool

roles/pote/templates/env.j2

@@ -0,0 +1,27 @@
+### Ansible-managed POTE environment
+POTE_ENV="{{ pote_env }}"
+
+# Database
+DATABASE_URL="{{ pote_database_url }}"
+
+# Email
+SMTP_HOST="{{ pote_smtp_host }}"
+SMTP_PORT="{{ pote_smtp_port }}"
+SMTP_USER="{{ pote_smtp_user }}"
+SMTP_PASSWORD="{{ pote_smtp_password }}"
+FROM_EMAIL="{{ pote_from_email }}"
+REPORT_RECIPIENTS="{{ pote_report_recipients }}"
+
+# Monitoring / alerting (optional)
+MARKET_MONITOR_TICKERS="{{ pote_market_tickers | default('') }}"
+ALERT_MIN_SEVERITY="{{ pote_alert_min_severity | default('') }}"
+
+# Logging
+LOG_LEVEL="{{ pote_log_level }}"
+LOG_FILE="{{ pote_log_file }}"
+
+# Optional API keys
+QUIVERQUANT_API_KEY="{{ pote_quiverquant_api_key | default('') }}"
+FMP_API_KEY="{{ pote_fmp_api_key | default('') }}"
+
+

roles/proxmox_vm/README.md

@@ -1,64 +1,82 @@
-# Role: proxmox_vm
+# Role: `proxmox_vm`
 
-## Description
-Creates and configures virtual machines on Proxmox VE hypervisor with cloud-init support and automated provisioning.
+Provision Proxmox guests via API. This role supports **both**:
+
+- **LXC containers** (`proxmox_guest_type: lxc`) via `community.proxmox.proxmox`
+- **KVM VMs** (`proxmox_guest_type: kvm`) via `community.general.proxmox_kvm`
+
+The entry point is `roles/proxmox_vm/tasks/main.yml`, which dispatches to `tasks/lxc.yml` or `tasks/kvm.yml`.
 
 ## Requirements
-- Ansible 2.9+
-- Proxmox VE server
-- `community.general` collection
-- Valid Proxmox credentials in vault
 
-## Features
-- Automated VM creation with cloud-init
-- Configurable CPU, memory, and disk resources
-- Network configuration with DHCP or static IP
-- SSH key injection for passwordless access
-- Ubuntu Server template support
+- Ansible (project tested with modern Ansible; older 2.9-era setups may need adjustments)
+- Proxmox VE API access
+- Collections:
+  - `community.proxmox`
+  - `community.general` (for `proxmox_kvm`)
+- Python lib on the control machine:
+  - `proxmoxer` (installed by `make bootstrap` / `requirements.txt`)
 
-## Variables
+## Authentication (vault-backed)
 
-| Variable | Default | Description |
-|----------|---------|-------------|
-| `vm_memory` | `8192` | RAM allocation in MB |
-| `vm_cores` | `2` | Number of CPU cores |
-| `vm_disk_size` | `20G` | Disk size |
-| `vm_iso` | `ubuntu-24.04-live-server-amd64.iso` | Installation ISO |
-| `vm_ciuser` | `master` | Default cloud-init user |
-| `vm_storage` | `local-lvm` | Proxmox storage backend |
+Store secrets in `inventories/production/group_vars/all/vault.yml`:
 
-## Vault Variables (Required)
+- `vault_proxmox_host`
+- `vault_proxmox_user`
+- `vault_proxmox_password` (or token auth)
+- `vault_proxmox_token_id` (optional)
+- `vault_proxmox_token` (optional)
+- `vault_ssh_public_key` (used for bootstrap access where applicable)
 
-| Variable | Description |
-|----------|-------------|
-| `vault_proxmox_host` | Proxmox server IP/hostname |
-| `vault_proxmox_user` | Proxmox username (e.g., root@pam) |
-| `vault_proxmox_password` | Proxmox password |
-| `vault_vm_cipassword` | VM default user password |
-| `vault_ssh_public_key` | SSH public key for VM access |
+## Key variables
 
-## Dependencies
-- Proxmox VE server with API access
-- ISO images uploaded to Proxmox storage
+Common:
 
-## Example Playbook
+- `proxmox_guest_type`: `lxc` or `kvm`
+- `proxmox_host`, `proxmox_user`, `proxmox_node`
+- `proxmox_api_port` (default `8006`)
+- `proxmox_validate_certs` (default `false`)
+
+LXC (`tasks/lxc.yml`):
+
+- `lxc_vmid`, `lxc_hostname`
+- `lxc_ostemplate` (e.g. `local:vztmpl/debian-12-standard_*.tar.zst`)
+- `lxc_storage` (default `local-lvm`)
+- `lxc_network_bridge` (default `vmbr0`)
+- `lxc_ip` (CIDR), `lxc_gateway`
+- `lxc_cores`, `lxc_memory_mb`, `lxc_swap_mb`, `lxc_rootfs_size_gb`
+
+KVM (`tasks/kvm.yml`):
+
+- `vm_id`, `vm_name`
+- `vm_cores`, `vm_memory`, `vm_disk_size`
+- `vm_storage`, `vm_network_bridge`
+- cloud-init parameters used by the existing KVM provisioning flow
+
+## Safety guardrails
+
+LXC provisioning includes a VMID collision guardrail:
+
+- If the target VMID already exists but the guest name does not match the expected name, provisioning fails.
+- Override only if you really mean it: `-e allow_vmid_collision=true`
+
+## Example usage
+
+Provisioning is typically orchestrated by `playbooks/app/provision_vms.yml`, but you can call the role directly:
 
 ```yaml
-- hosts: localhost
-  roles:
-    - role: proxmox_vm
-      vm_name: "test-vm"
-      vm_id: 999
-      vm_memory: 4096
+- name: Provision one LXC
+  hosts: localhost
+  connection: local
+  gather_facts: false
+  tasks:
+    - name: Create/update container
+      ansible.builtin.include_role:
+        name: proxmox_vm
+      vars:
+        proxmox_guest_type: lxc
+        lxc_vmid: 9301
+        lxc_hostname: projectA-dev
+        lxc_ip: "10.0.10.101/24"
+        lxc_gateway: "10.0.10.1"
 ```
-
-## Tags
-- `proxmox`: All Proxmox operations
-- `vm`: VM creation tasks
-- `infrastructure`: Infrastructure provisioning
-
-## Notes
-- Requires Proxmox API credentials in vault
-- VM IDs must be unique on Proxmox cluster
-- Cloud-init requires compatible ISO images
-- VMs are created but not started by default

roles/proxmox_vm/defaults/main.yml

@@ -25,3 +25,31 @@ vm_nameservers: "8.8.8.8 8.8.4.4"
 vm_start_after_create: true
 vm_enable_agent: true
 vm_boot_order: "order=scsi0"
+
+# -----------------------------------------------------------------------------
+# Proxmox LXC defaults (used when proxmox_guest_type == 'lxc')
+# -----------------------------------------------------------------------------
+lxc_vmid: 300
+lxc_hostname: "app-container"
+lxc_ostemplate: "local:vztmpl/debian-12-standard_12.7-1_amd64.tar.zst"
+lxc_storage: "local-lvm"
+lxc_network_bridge: "vmbr0"
+lxc_ip: ""        # e.g. "10.0.10.101/24"
+lxc_gateway: ""   # e.g. "10.0.10.1"
+lxc_nameserver: "1.1.1.1 8.8.8.8"
+
+lxc_unprivileged: true
+# Use list form because community.proxmox.proxmox expects list for `features`
+lxc_features_list:
+  - "keyctl=1"
+  - "nesting=1"
+
+lxc_cores: 2
+lxc_memory_mb: 2048
+lxc_swap_mb: 512
+lxc_rootfs_size_gb: 16
+
+# Add to /root/.ssh/authorized_keys (bootstrap). Override with appuser_ssh_public_key.
+lxc_pubkey: ""
+
+lxc_start_after_create: true

roles/proxmox_vm/tasks/kvm.yml

@@ -0,0 +1,80 @@
+---
+# Proxmox QEMU VM provisioning via API (cloud-init).
+# This task file preserves the repo's existing VM behavior.
+
+# Break down the Proxmox VM creation to avoid "file name too long" error
+- name: Set VM configuration facts
+  ansible.builtin.set_fact:
+    vm_scsi_config:
+      scsi0: "{{ vm_storage }}:{{ vm_disk_size }},format=raw"
+    vm_net_config:
+      net0: "virtio,bridge={{ vm_network_bridge }},firewall=1"
+    vm_ide_config:
+      ide2: "{{ vm_iso_storage }}:cloudinit,format=qcow2"
+    vm_ipconfig:
+      ipconfig0: "{{ vm_ip_config }}"
+
+- name: Create VM on Proxmox
+  community.general.proxmox_kvm:
+    # Connection
+    api_host: "{{ proxmox_host }}"
+    api_user: "{{ proxmox_user }}"
+    api_password: "{{ vault_proxmox_password }}"
+    api_token_id: "{{ proxmox_token_id | default(omit) }}"
+    api_token_secret: "{{ vault_proxmox_token | default(omit) }}"
+
+    # VM identification
+    vmid: "{{ vm_id }}"
+    name: "{{ vm_name }}"
+    node: "{{ proxmox_node }}"
+
+    # Hardware specs
+    memory: "{{ vm_memory }}"
+    cores: "{{ vm_cores }}"
+    sockets: "{{ vm_sockets }}"
+    cpu: "host"
+
+    # Storage and network
+    scsi: "{{ vm_scsi_config }}"
+    net: "{{ vm_net_config }}"
+    ide: "{{ vm_ide_config }}"
+
+    # Boot and OS
+    boot: "{{ vm_boot_order }}"
+    ostype: "{{ vm_os_type }}"
+
+    # Cloud-init
+    ciuser: "{{ vm_ciuser }}"
+    cipassword: "{{ vault_vm_cipassword | default(omit) }}"
+    sshkeys: "{{ vm_ssh_keys | join('\n') if vm_ssh_keys else omit }}"
+    ipconfig: "{{ vm_ipconfig }}"
+    nameserver: "{{ vm_nameservers }}"
+
+    # VM options
+    agent: "{{ vm_enable_agent | bool }}"
+    autostart: false
+    balloon: 0
+    state: present
+  register: vm_creation_result
+
+- name: Start VM if requested
+  community.general.proxmox_kvm:
+    api_host: "{{ proxmox_host }}"
+    api_user: "{{ proxmox_user }}"
+    api_password: "{{ vault_proxmox_password }}"
+    api_token_id: "{{ proxmox_token_id | default(omit) }}"
+    api_token_secret: "{{ vault_proxmox_token | default(omit) }}"
+    vmid: "{{ vm_id }}"
+    node: "{{ proxmox_node }}"
+    state: started
+  when: vm_start_after_create | bool
+
+- name: Display VM creation results
+  ansible.builtin.debug:
+    msg: |
+      VM Created: {{ vm_name }} (ID: {{ vm_id }})
+      Memory: {{ vm_memory }}MB
+      Cores: {{ vm_cores }}
+      Storage: {{ vm_storage }}:{{ vm_disk_size }}
+      Network: {{ vm_network_bridge }}
+      Status: {{ vm_creation_result.msg | default('Created') }}

roles/proxmox_vm/tasks/lxc.yml

@@ -0,0 +1,82 @@
+---
+# Proxmox LXC container provisioning via API.
+#
+# This uses `community.proxmox.proxmox` because it is widely available and
+# supports idempotent updates via `update: true`.
+
+- name: Build LXC netif configuration
+  ansible.builtin.set_fact:
+    lxc_netif_config:
+      # IMPORTANT: Proxmox requires net0 to be a single comma-delimited string.
+      # Avoid folded YAML blocks here (they can introduce newlines/spaces).
+      net0: >-
+        {{
+          (
+            ['name=eth0', 'bridge=' ~ lxc_network_bridge, 'firewall=1']
+            + (['ip=' ~ lxc_ip] if (lxc_ip is defined and (lxc_ip | string | length) > 0) else [])
+            + (['gw=' ~ lxc_gateway] if (lxc_gateway is defined and (lxc_gateway | string | length) > 0) else [])
+          ) | join(',')
+        }}
+
+- name: Ensure LXC container is present (create or update)
+  community.proxmox.proxmox:
+    api_host: "{{ proxmox_host }}"
+    api_port: "{{ proxmox_api_port | default(8006) }}"
+    validate_certs: "{{ proxmox_validate_certs | default(false) }}"
+    api_user: "{{ proxmox_user }}"
+    api_password: "{{ vault_proxmox_password | default(omit) }}"
+    # Only pass token params when they are set (avoid empty-string triggering required-together errors)
+    api_token_id: "{{ proxmox_token_id | default(omit, true) }}"
+    api_token_secret: "{{ vault_proxmox_token | default(omit, true) }}"
+
+    node: "{{ proxmox_node }}"
+    vmid: "{{ lxc_vmid | default(omit) }}"
+    hostname: "{{ lxc_hostname }}"
+
+    ostemplate: "{{ lxc_ostemplate }}"
+    unprivileged: "{{ lxc_unprivileged | bool }}"
+    features: "{{ lxc_features_list | default(omit) }}"
+
+    cores: "{{ lxc_cores }}"
+    memory: "{{ lxc_memory_mb }}"
+    swap: "{{ lxc_swap_mb }}"
+
+    # rootfs sizing (GiB). disk_volume is less version-sensitive than string `disk`.
+    disk_volume:
+      storage: "{{ lxc_storage }}"
+      size: "{{ lxc_rootfs_size_gb }}"
+
+    netif: "{{ lxc_netif_config }}"
+    nameserver: "{{ lxc_nameserver | default(omit) }}"
+
+    # Bootstrap root SSH access (used by Ansible until appuser exists).
+    pubkey: "{{ lxc_pubkey | default(omit) }}"
+    password: "{{ vault_lxc_root_password | default(omit) }}"
+
+    update: true
+    state: present
+  register: lxc_present
+
+- name: Ensure LXC container is started
+  community.proxmox.proxmox:
+    api_host: "{{ proxmox_host }}"
+    api_port: "{{ proxmox_api_port | default(8006) }}"
+    validate_certs: "{{ proxmox_validate_certs | default(false) }}"
+    api_user: "{{ proxmox_user }}"
+    api_password: "{{ vault_proxmox_password | default(omit) }}"
+    api_token_id: "{{ proxmox_token_id | default(omit, true) }}"
+    api_token_secret: "{{ vault_proxmox_token | default(omit, true) }}"
+    node: "{{ proxmox_node }}"
+    vmid: "{{ lxc_vmid | default(omit) }}"
+    state: started
+  when: lxc_start_after_create | bool
+
+- name: Display LXC provisioning results
+  ansible.builtin.debug:
+    msg: |
+      LXC Present: {{ lxc_hostname }} (VMID: {{ lxc_vmid }})
+      Cores: {{ lxc_cores }}
+      Memory: {{ lxc_memory_mb }}MB (swap {{ lxc_swap_mb }}MB)
+      RootFS: {{ lxc_storage }}:{{ lxc_rootfs_size_gb }}
+      Net: {{ lxc_network_bridge }} / {{ lxc_ip | default('dhcp/unspecified') }}
+      Changed: {{ lxc_present.changed | default(false) }}

roles/proxmox_vm/tasks/main.yml

@@ -1,77 +1,13 @@
 ---
-# Break down the Proxmox VM creation to avoid "file name too long" error
-- name: Set VM configuration facts
-  ansible.builtin.set_fact:
-    vm_scsi_config:
-      scsi0: "{{ vm_storage }}:{{ vm_disk_size }},format=raw"
-    vm_net_config:
-      net0: "virtio,bridge={{ vm_network_bridge }},firewall=1"
-    vm_ide_config:
-      ide2: "{{ vm_iso_storage }}:cloudinit,format=qcow2"
-    vm_ipconfig:
-      ipconfig0: "{{ vm_ip_config }}"
+# Proxmox guest provisioning dispatcher.
+#
+# - `proxmox_guest_type: lxc` uses `tasks/lxc.yml`
+# - default uses `tasks/kvm.yml` (existing behavior)
 
-- name: Create VM on Proxmox
-  community.general.proxmox_kvm:
-    # Connection
-    api_host: "{{ proxmox_host }}"
-    api_user: "{{ proxmox_user }}"
-    api_password: "{{ vault_proxmox_password }}"
-    api_token_id: "{{ proxmox_token_id | default(omit) }}"
-    api_token_secret: "{{ vault_proxmox_token | default(omit) }}"
+- name: Provision LXC container
+  ansible.builtin.include_tasks: lxc.yml
+  when: (proxmox_guest_type | default('kvm')) == 'lxc'
 
-    # VM identification
-    vmid: "{{ vm_id }}"
-    name: "{{ vm_name }}"
-    node: "{{ proxmox_node }}"
-
-    # Hardware specs
-    memory: "{{ vm_memory }}"
-    cores: "{{ vm_cores }}"
-    sockets: "{{ vm_sockets }}"
-    cpu: "host"
-
-    # Storage and network
-    scsi: "{{ vm_scsi_config }}"
-    net: "{{ vm_net_config }}"
-    ide: "{{ vm_ide_config }}"
-
-    # Boot and OS
-    boot: "{{ vm_boot_order }}"
-    ostype: "{{ vm_os_type }}"
-
-    # Cloud-init
-    ciuser: "{{ vm_ciuser }}"
-    cipassword: "{{ vault_vm_cipassword | default(omit) }}"
-    sshkeys: "{{ vm_ssh_keys | join('\n') if vm_ssh_keys else omit }}"
-    ipconfig: "{{ vm_ipconfig }}"
-    nameserver: "{{ vm_nameservers }}"
-
-    # VM options
-    agent: "{{ vm_enable_agent | bool }}"
-    autostart: false
-    balloon: 0
-    state: present
-  register: vm_creation_result
-
-- name: Start VM if requested
-  community.general.proxmox_kvm:
-    api_host: "{{ proxmox_host }}"
-    api_user: "{{ proxmox_user }}"
-    api_password: "{{ vault_proxmox_password }}"
-    api_token_id: "{{ proxmox_token_id | default(omit) }}"
-    api_token_secret: "{{ vault_proxmox_token | default(omit) }}"
-    vmid: "{{ vm_id }}"
-    node: "{{ proxmox_node }}"
-    state: started
-  when: vm_start_after_create | bool
-
-- name: Display VM creation results
-  ansible.builtin.debug:
-    msg: |
-      VM Created: {{ vm_name }} (ID: {{ vm_id }})
-      Memory: {{ vm_memory }}MB
-      Cores: {{ vm_cores }}
-      Storage: {{ vm_storage }}:{{ vm_disk_size }}
-      Network: {{ vm_network_bridge }}
-      Status: {{ vm_creation_result.msg | default('Created') }}
+- name: Provision QEMU VM (cloud-init)
+  ansible.builtin.include_tasks: kvm.yml
+  when: (proxmox_guest_type | default('kvm')) != 'lxc'

roles/shell/README.md

@@ -1,7 +1,10 @@
 ### Role: shell
 
 ## Description
-Configures modern shell environment with zsh, Oh My Zsh, Powerlevel10k theme, and useful plugins. Can be configured for multiple users on the same host.
+Configures shell in one of two modes:
+
+- **minimal**: aliases-only (safe for servers; does not overwrite `~/.zshrc`)
+- **full**: installs Oh My Zsh + Powerlevel10k + plugins and deploys a managed `~/.zshrc` (intended for developer machines)
 
 ## Requirements
 - Ansible 2.9+
@@ -12,25 +15,23 @@ Configures modern shell environment with zsh, Oh My Zsh, Powerlevel10k theme, an
 
 ### Shell Environment
 - **zsh**: Z shell
-- **Oh My Zsh**: Zsh configuration framework
-- **Powerlevel10k**: Modern, feature-rich theme
 - **tmux**: Terminal multiplexer
 - **fzf**: Fuzzy finder
-
-### Zsh Plugins
-- **zsh-syntax-highlighting**: Syntax highlighting for commands
-- **zsh-autosuggestions**: Fish-like autosuggestions
+- **oh-my-zsh / powerlevel10k**: only in `shell_mode=full`
 
 ### Configuration Files
-- `.zshrc`: Custom zsh configuration with conda support
-- `.p10k.zsh`: Powerlevel10k theme configuration
+- `~/.zsh_aliases_ansible`: Managed aliases file (sourced from `~/.zshrc`)
+- `~/.zshrc`: appended in `minimal` mode; fully managed in `full` mode
+- `~/.p10k.zsh`: only in `shell_mode=full`
 
 ## Variables
 
 | Variable | Default | Description |
 |----------|---------|-------------|
 | `shell_users` | `[ansible_user]` | List of users to configure zsh for |
-| `zsh_plugins` | See defaults/main.yml | List of zsh plugins to install |
+| `shell_packages` | `['zsh','tmux','fzf']` | Packages installed by the role |
+| `shell_mode` | `minimal` | `minimal` (aliases-only) or `full` (oh-my-zsh + p10k + managed zshrc) |
+| `shell_set_default_shell` | `false` | If true, set login shell to `/usr/bin/zsh` |
 
 ## Dependencies
 None
@@ -44,6 +45,16 @@ None
     - role: shell
 ```
 
+### Full Zsh for developer machines
+```yaml
+- hosts: dev
+  roles:
+    - role: shell
+      vars:
+        shell_mode: full
+        shell_set_default_shell: true
+```
+
 ### Configure Multiple Users
 ```yaml
 - hosts: servers
@@ -90,19 +101,14 @@ make dev HOST=devGPU --tags shell
 ## Post-Installation
 
 ### For Each Configured User
-The shell configuration is immediately active. Users can:
+The aliases are immediately available in new shells. Users can:
 
-1. **Customize Powerlevel10k**:
-   ```bash
-   p10k configure
-   ```
-
-2. **Reload Configuration**:
+1. **Reload Configuration**:
    ```bash
    source ~/.zshrc
    ```
 
-3. **View Available Aliases**:
+2. **View Available Aliases**:
    ```bash
    alias  # List all aliases
    ```
@@ -110,27 +116,12 @@ The shell configuration is immediately active. Users can:
 ## Features
 
 ### Custom Aliases
-The `.zshrc` includes aliases for:
-- Git operations (`gs`, `ga`, `gc`, etc.)
-- Docker (`dps`, `dex`, `dlogs`)
-- System (`ll`, `la`, `update`, `sysinfo`)
-- Networking (`ports`, `myip`)
-- Development (`serve`, `mkcd`)
-- Data Science (`jup`, `conda-list`, `r-studio`)
-
-### Conda Integration
-If Anaconda is installed (via datascience role), conda is automatically initialized in zsh.
-
-### Root User Support
-Includes special aliases for root users (IDEs with `--no-sandbox` flags).
+The role installs a small, server-safe alias set in `~/.zsh_aliases_ansible`.
 
 ## Notes
 
-- Zsh is set as the default shell for all configured users
-- Oh My Zsh is installed in each user's home directory
 - The role is idempotent - safe to run multiple times
-- Existing `.zshrc` files are overwritten
-- Users must log out and back in for shell changes to take effect
+- Existing `.zshrc` files are **not** overwritten
 - The role skips users that don't exist on the system
 
 ## Troubleshooting
@@ -143,16 +134,13 @@ User username not found, skipping shell configuration
 Solution: Ensure the user exists or remove from `shell_users` list.
 
 ### Oh My Zsh Installation Fails
-Check user has a valid home directory and write permissions.
+If `shell_mode=full`, ensure the host has outbound internet access to fetch the installer and clone git repos.
 
 ### Powerlevel10k Not Loading
-Verify the theme is cloned:
-```bash
-ls ~/.oh-my-zsh/custom/themes/powerlevel10k
-```
+Only applies to `shell_mode=full`. Verify `~/.p10k.zsh` exists and the theme repo is present under `~/.oh-my-zsh/custom/themes/powerlevel10k`.
 
 ### Conda Not Initialized
-The datascience role must be run to install Anaconda. The shell role only adds the initialization code to `.zshrc`.
+`shell_mode=full` includes a minimal “initialize conda if present” block. Conda installation is still handled by the `datascience` role.
 
 ## Integration
 
@@ -174,29 +162,21 @@ roles:
 
 ## Security Considerations
 
-- The `.zshrc` is deployed from a template - review before deploying to production
-- Root aliases include `--no-sandbox` flags for IDEs (required for root but less secure)
+- Only an aliases file is managed; no remote scripts/themes are downloaded.
 - Consider limiting which users get shell configuration on production servers
 
 ## Performance
 
-- Installation time: ~2-3 minutes per user
-- Disk space: ~10MB per user (Oh My Zsh + plugins + theme)
-- First shell launch: ~1-2 seconds (Powerlevel10k initialization)
-- Subsequent launches: <0.5 seconds
+- Installation time: seconds per user (copy + lineinfile)
+- Disk space: negligible
 
 ## Customization
 
 ### Adding Custom Aliases
-Edit `roles/shell/files/.zshrc` and add your aliases.
+Edit `roles/shell/files/ansible_aliases.zsh` and re-run the role.
 
 ### Adding More Plugins
-Update `roles/shell/defaults/main.yml`:
-```yaml
-zsh_plugins:
-  - name: "my-plugin"
-    repo: "https://github.com/user/my-plugin.git"
-```
+Out of scope for this role (keep it fast/minimal).
 
 ### Custom Theme
-Replace Powerlevel10k in tasks if desired, or users can run `p10k configure` to customize.
+Out of scope for this role.

roles/shell/defaults/main.yml

@@ -15,7 +15,40 @@ shell_users:
 #     - ladmin
 shell_additional_users: []
 
-# Zsh plugins to install
+# Shell configuration mode:
+# - minimal: aliases-only (safe for servers; does not overwrite ~/.zshrc)
+# - full: install oh-my-zsh + powerlevel10k + plugins and deploy managed ~/.zshrc
+shell_mode: minimal
+
+# Packages installed for all modes.
+shell_packages_common:
+  - zsh
+  - tmux
+  - fzf
+
+# Extra packages for full mode.
+shell_packages_full_extra:
+  - git
+
+# Effective package list.
+shell_packages: "{{ shell_packages_common + (shell_packages_full_extra if shell_mode == 'full' else []) }}"
+
+# If true, change users' login shell to zsh.
+shell_set_default_shell: false
+
+# Path (relative to the user's home) for the managed aliases file.
+shell_aliases_filename: ".zsh_aliases_ansible"
+
+# Line added to ~/.zshrc to source the managed aliases file.
+shell_zshrc_source_line: '[ -f "$HOME/{{ shell_aliases_filename }}" ] && source "$HOME/{{ shell_aliases_filename }}"'
+
+# Full mode settings
+shell_install_oh_my_zsh: "{{ shell_mode == 'full' }}"
+shell_install_powerlevel10k: "{{ shell_mode == 'full' }}"
+shell_install_plugins: "{{ shell_mode == 'full' }}"
+shell_deploy_managed_zshrc: "{{ shell_mode == 'full' }}"
+
+# Zsh plugins cloned into oh-my-zsh custom plugins (full mode only).
 zsh_plugins:
   - name: "zsh-syntax-highlighting"
     repo: "https://github.com/zsh-users/zsh-syntax-highlighting.git"

roles/shell/files/.zshrc

@@ -1,224 +0,0 @@
-typeset -g POWERLEVEL9K_INSTANT_PROMPT=quiet
-
-# Enable Powerlevel10k instant prompt. Should stay close to the top of ~/.zshrc.
-# Initialization code that may require console input (password prompts, [y/n]
-# confirmations, etc.) must go above this block; everything else may go below.
-if [[ -r "${XDG_CACHE_HOME:-$HOME/.cache}/p10k-instant-prompt-${(%):-%n}.zsh" ]]; then
-  source "${XDG_CACHE_HOME:-$HOME/.cache}/p10k-instant-prompt-${(%):-%n}.zsh"
-fi
-
-# If you come from bash you might have to change your $PATH.
-# export PATH=$HOME/bin:$HOME/.local/bin:/usr/local/bin:$PATH
-
-# Path to your Oh My Zsh installation.
-export ZSH="$HOME/.oh-my-zsh"
-
-# Set name of the theme to load --- if set to "random", it will
-# load a random theme each time Oh My Zsh is loaded, in which case,
-# to know which specific one was loaded, run: echo $RANDOM_THEME
-# See https://github.com/ohmyzsh/ohmyzsh/wiki/Themes
-ZSH_THEME="powerlevel10k/powerlevel10k"
-
-# Set list of themes to pick from when loading at random
-# Setting this variable when ZSH_THEME=random will cause zsh to load
-# a theme from this variable instead of looking in $ZSH/themes/
-# If set to an empty array, this variable will have no effect.
-# ZSH_THEME_RANDOM_CANDIDATES=( "robbyrussell" "agnoster" )
-
-# Uncomment the following line to use case-sensitive completion.
-# CASE_SENSITIVE="true"
-
-# Uncomment the following line to use hyphen-insensitive completion.
-# Case-sensitive completion must be off. _ and - will be interchangeable.
-# HYPHEN_INSENSITIVE="true"
-
-# Uncomment one of the following lines to change the auto-update behavior
-# zstyle ':omz:update' mode disabled  # disable automatic updates
-# zstyle ':omz:update' mode auto      # update automatically without asking
-# zstyle ':omz:update' mode reminder  # just remind me to update when it's time
-
-# Uncomment the following line to change how often to auto-update (in days).
-# zstyle ':omz:update' frequency 13
-
-# Uncomment the following line if pasting URLs and other text is messed up.
-# DISABLE_MAGIC_FUNCTIONS="true"
-
-# Uncomment the following line to disable colors in ls.
-# DISABLE_LS_COLORS="true"
-
-# Uncomment the following line to disable auto-setting terminal title.
-# DISABLE_AUTO_TITLE="true"
-
-# Uncomment the following line to enable command auto-correction.
-# ENABLE_CORRECTION="true"
-
-# Uncomment the following line to display red dots whilst waiting for completion.
-# You can also set it to another string to have that shown instead of the default red dots.
-# e.g. COMPLETION_WAITING_DOTS="%F{yellow}waiting...%f"
-# Caution: this setting can cause issues with multiline prompts in zsh < 5.7.1 (see #5765)
-# COMPLETION_WAITING_DOTS="true"
-
-# Uncomment the following line if you want to disable marking untracked files
-# under VCS as dirty. This makes repository status check for large repositories
-# much, much faster.
-# DISABLE_UNTRACKED_FILES_DIRTY="true"
-
-# Uncomment the following line if you want to change the command execution time
-# stamp shown in the history command output.
-# You can set one of the optional three formats:
-# "mm/dd/yyyy"|"dd.mm.yyyy"|"yyyy-mm-dd"
-# or set a custom format using the strftime function format specifications,
-# see 'man strftime' for details.
-# HIST_STAMPS="mm/dd/yyyy"
-
-# Would you like to use another custom folder than $ZSH/custom?
-# ZSH_CUSTOM=/path/to/new-custom-folder
-
-# Which plugins would you like to load?
-# Standard plugins can be found in $ZSH/plugins/
-# Custom plugins may be added to $ZSH_CUSTOM/plugins/
-# Example format: plugins=(rails git textmate ruby lighthouse)
-# Add wisely, as too many plugins slow down shell startup.
-plugins=(git sudo z colored-man-pages fzf zsh-syntax-highlighting zsh-autosuggestions web-search copypath)
-
-source $ZSH/oh-my-zsh.sh
-
-# User configuration
-
-# export MANPATH="/usr/local/man:$MANPATH"
-
-# You may need to manually set your language environment
-# export LANG=en_US.UTF-8
-
-# Preferred editor for local and remote sessions
-# if [[ -n $SSH_CONNECTION ]]; then
-#   export EDITOR='vim'
-# else
-#   export EDITOR='nvim'
-# fi
-
-# Compilation flags
-# export ARCHFLAGS="-arch $(uname -m)"
-
-# Set personal aliases, overriding those provided by Oh My Zsh libs,
-# plugins, and themes. Aliases can be placed here, though Oh My Zsh
-# users are encouraged to define aliases within a top-level file in
-# the $ZSH_CUSTOM folder, with .zsh extension. Examples:
-# - $ZSH_CUSTOM/aliases.zsh
-# - $ZSH_CUSTOM/macos.zsh
-# For a full list of active aliases, run `alias`.
-#
-# Example aliases
-# alias zshconfig="mate ~/.zshrc"
-# alias ohmyzsh="mate ~/.oh-my-zsh"
-
-# To customize prompt, run `p10k configure` or edit ~/.p10k.zsh.
-[[ ! -f ~/.p10k.zsh ]] || source ~/.p10k.zsh
-[ -f ~/.fzf.zsh ] && source ~/.fzf.zsh
-
-alias reload="source ~/.zshrc && echo 'ZSH config reloaded from ~/.zshrc'"
-alias editrc="nano ~/.zshrc"
-alias c="clear"
-alias ls="ls --color=auto"
-
-alias ..="cd .."
-alias ...="cd ../.."
-alias ....="cd ../../.."
-alias cd..="cd .."
-alias h="cd ~"
-alias dc="cd ~/Documents/code"
-
-# System information
-alias df="df -h"  # disk usage human readable
-alias du="du -h"  # directory usage human readable
-alias free="free -h"  # memory usage human readable
-alias sysinfo="/usr/local/bin/monitoring/sysinfo 2>/dev/null || echo 'sysinfo script not found'"
-
-# Process management
-alias ps="ps aux"
-alias cpu="lscpu"
-alias top="btop"
-alias mem="free -m"
-alias ports="ss -tulpn"  # open ports
-
-# Network information
-alias myip="curl -s http://ipecho.net/plain; echo"
-alias localip="ip route get 1.2.3.4 | awk '{print $7}'"
-alias netinfo="/usr/local/bin/monitoring/netinfo 2>/dev/null || echo 'netinfo script not found'"
-
-# Software inventory - show what's installed on this system
-alias showapps="$HOME/.local/bin/showapps"
-alias apps="showapps"
-
-# Python
-alias py="python3"
-alias pip="pip3"
-alias venv="python3 -m venv"
-alias activate="source venv/bin/activate"
-
-# Docker
-alias d="docker"
-alias dc="docker-compose"
-alias dcu="docker-compose up -d"
-alias dcd="docker-compose down"
-alias dcb="docker-compose build"
-alias dps="docker ps"
-alias di="docker images"
-
-# IDE - suppress root warnings
-alias code="code --no-sandbox --user-data-dir=/root/.vscode-root"
-alias cursor="cursor --no-sandbox --disable-gpu-sandbox --appimage-extract-and-run --user-data-dir=/root/.cursor-root"
-
-# Date and time
-alias now="date +'%Y-%m-%d %H:%M:%S'"
-alias today="date +'%Y-%m-%d'"
-
-# Package management (Debian/Ubuntu)
-alias update="sudo apt update && sudo apt upgrade -y"
-alias install="sudo apt install"
-alias remove="sudo apt remove"
-alias search="apt search"
-
-# Permissions and ownership
-alias chmox="chmod +x"
-alias own="sudo chown -R $USER:$USER"
-
-alias nfresh="rm -rf node_modules/ package-lock.json && npm install"
-
-# SSH aliases for Ansible hosts
-alias ssh-gitea="ssh gitea@10.0.30.169"
-alias ssh-portainer="ssh ladmin@10.0.30.69"
-alias ssh-homepage="ssh homepage@10.0.30.12"
-alias ssh-vaultwarden="ssh root@100.100.19.11"
-alias ssh-vaultwarden-fallback="ssh root@10.0.10.142"
-alias ssh-dev01="ssh ladmin@10.0.30.105"
-alias ssh-bottom="ssh beast@10.0.10.156"
-alias ssh-debian="ssh user@10.0.10.206"
-alias ssh-devGPU="ssh root@10.0.30.63"
-alias ssh-ansible="ssh master@10.0.10.157"
-alias ssh-tailscale="ssh ladmin@100.66.218.53"
-alias ssh-caddy="ssh root@100.117.106.18"
-alias ssh-caddy-fallback="ssh root@10.0.10.50"
-alias ssh-jellyfin="ssh root@100.104.109.45"
-alias ssh-jellyfin-fallback="ssh root@10.0.10.232"
-alias ssh-listmonk="ssh root@100.73.190.115"
-alias ssh-listmonk-fallback="ssh root@10.0.10.149"
-alias ssh-desktop="ssh beast@100.117.34.106"
-
-# >>> conda initialize >>>
-# !! Contents within this block are managed by 'conda init' !!
-if [ -f "$HOME/anaconda3/bin/conda" ]; then
-  __conda_setup="$('$HOME/anaconda3/bin/conda' 'shell.zsh' 'hook' 2> /dev/null)"
-  if [ $? -eq 0 ]; then
-    eval "$__conda_setup"
-  else
-    if [ -f "$HOME/anaconda3/etc/profile.d/conda.sh" ]; then
-      . "$HOME/anaconda3/etc/profile.d/conda.sh"
-    else
-      export PATH="$HOME/anaconda3/bin:$PATH"
-    fi
-  fi
-  unset __conda_setup
-fi
-# <<< conda initialize <<<
-