ansible/roles/shell/README.md
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refactor-servers-workstations-shell-monitoring (#4)
### Summary

This PR refactors the playbook layout to reduce duplication and make host intent clearer (servers vs workstations), splits monitoring by host type, and restores full Zsh setup for developers while keeping servers aliases-only.

### Key changes

- **New playbooks**
  - `playbooks/servers.yml`: baseline for server-class hosts (no desktop apps)
  - `playbooks/workstations.yml`: baseline for dev/desktop/local + **desktop apps only on `desktop` group**

- **Monitoring split**
  - `roles/monitoring_server`: server monitoring + intrusion prevention (includes `fail2ban`, sysstat)
  - `roles/monitoring_desktop`: desktop-oriented monitoring tooling
  - Updated playbooks to use the correct monitoring role per host type

- **Shell role: server-safe + developer-friendly**
  - `roles/shell` now supports two modes:
    - `shell_mode: minimal` (default): aliases-only, does not overwrite `.zshrc`
    - `shell_mode: full`: installs Oh My Zsh + Powerlevel10k + plugins and deploys a managed `.zshrc`
  - `playbooks/development.yml` and `playbooks/workstations.yml` use `shell_mode: full`
  - `playbooks/servers.yml` remains **aliases-only**

- **Applications**
  - Applications role runs only on `desktop` group (via `workstations.yml`)
  - Removed Brave installs/repo management
  - Added **CopyQ** to desktop apps (`applications_desktop_packages`)

- **Docs + architecture**
  - Added canonical doc tree under `project-docs/` (overview/architecture/standards/workflow/decisions)
  - Consolidated architecture docs: `docs/reference/architecture.md` is now a pointer to `project-docs/architecture.md`
  - Fixed broken doc links by adding the missing referenced pages under `docs/`

### Behavior changes (important)

- Desktop GUI apps install **only** on the `desktop` inventory group (not on servers, not on dev VMs unless they are in `desktop`).
- Dev/workstation Zsh is now provisioned in **full mode** (managed `.zshrc` + p10k).

### How to test (local CI parity)

```bash
make test
npm test
```

Optional dry runs (interactive sudo may be required):

```bash
make check
make check-local
```

### Rollout guidance

- Apply to a single host first:
  - Workstations: `make workstations HOST=<devhost>`
  - Servers: `make servers HOST=<serverhost>`
- Then expand to group runs.

Reviewed-on: #4
2026-01-01 22:11:24 -05:00

183 lines
4.0 KiB
Markdown

### Role: shell
## Description
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+
- Debian/Ubuntu systems
- Users must exist before running this role
## Installed Components
### Shell Environment
- **zsh**: Z shell
- **tmux**: Terminal multiplexer
- **fzf**: Fuzzy finder
- **oh-my-zsh / powerlevel10k**: only in `shell_mode=full`
### Configuration Files
- `~/.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 |
| `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
## Example Playbook
### Configure Only Ansible User (Default)
```yaml
- hosts: servers
roles:
- 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
roles:
- role: shell
shell_users:
- root
- ladmin
- beast
- user
```
### Host-Specific Configuration
In `host_vars/server01.yml`:
```yaml
shell_users:
- root
- myuser
- developer
```
## Usage
### Default (Ansible User Only)
```bash
make shell HOST=dev01
```
### Configure Additional Users
Add to host_vars file:
```yaml
# host_vars/devGPU.yml
shell_users:
- root
- beast
- ladmin
```
Then run:
```bash
make dev HOST=devGPU --tags shell
```
## Post-Installation
### For Each Configured User
The aliases are immediately available in new shells. Users can:
1. **Reload Configuration**:
```bash
source ~/.zshrc
```
2. **View Available Aliases**:
```bash
alias # List all aliases
```
## Features
### Custom Aliases
The role installs a small, server-safe alias set in `~/.zsh_aliases_ansible`.
## Notes
- The role is idempotent - safe to run multiple times
- Existing `.zshrc` files are **not** overwritten
- The role skips users that don't exist on the system
## Troubleshooting
### User Not Found
If a user in `shell_users` doesn't exist:
```
User username not found, skipping shell configuration
```
Solution: Ensure the user exists or remove from `shell_users` list.
### Oh My Zsh Installation Fails
If `shell_mode=full`, ensure the host has outbound internet access to fetch the installer and clone git repos.
### Powerlevel10k Not Loading
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
`shell_mode=full` includes a minimal “initialize conda if present” block. Conda installation is still handled by the `datascience` role.
## Integration
### With User Role
The user role should run before the shell role to ensure users exist:
```yaml
roles:
- user
- shell
```
### With Data Science Role
Conda initialization is included in `.zshrc`. Run datascience role after shell:
```yaml
roles:
- shell
- datascience
```
## Security Considerations
- 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: seconds per user (copy + lineinfile)
- Disk space: negligible
## Customization
### Adding Custom Aliases
Edit `roles/shell/files/ansible_aliases.zsh` and re-run the role.
### Adding More Plugins
Out of scope for this role (keep it fast/minimal).
### Custom Theme
Out of scope for this role.