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Platform-specific state management refactoring - #3

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jackaltx merged 23 commits into
mainfrom
test
Jan 24, 2026
Merged

Platform-specific state management refactoring#3
jackaltx merged 23 commits into
mainfrom
test

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Summary

Refactored manage-platform.sh to implement platform-specific state management using composite keys, improving clarity, validation, and extensibility.

Key Changes

1. Platform:Action Composite Key State Mapping

Before:

STATE_MAP["build"]="present"      # Ambiguous - for templates
STATE_MAP["create"]="present"     # Ambiguous - for VMs

After:

STATE_MAP["proxmox_template:build"]="present"
STATE_MAP["proxmox_vm:create"]="create"

2. State Variable Name Mapping

Fixed incorrect variable names in generated playbooks:

Before: proxmox_template_state, proxmox_vm_state
After: template_state, vm_state (matches role expectations)

3. Required Parameters

Made vm_template_vmid a required parameter with no default value:

./manage-platform.sh -h magic proxmox_vm create \
  -e vm_vmid=500 \
  -e vm_name=test-vm \
  -e vm_template_vmid=9000  # <-- REQUIRED

Rationale: Templates use unified VMID range (9000-9999) with dynamic allocation, so no way to predict which VMID to use.

Benefits

  • Semantic Clarity: Different verbs for different resources (build templates, create VMs)
  • Platform-Aware Validation: Invalid action combinations rejected with helpful errors
  • Extensible: Easy to add new platforms with unique lifecycles
  • VM Lifecycle Ready: Framework supports future start/stop/shutdown/modify
  • Role Alignment: Matches how roles actually implement state handling

Testing

All existing workflows tested and working:

# Templates
./manage-platform.sh -h magic -t rocky9 proxmox_template build    ✓
./manage-platform.sh -h magic -t debian12 proxmox_template destroy ✓

# VMs
./manage-platform.sh -h magic proxmox_vm create \
  -e vm_vmid=500 -e vm_name=test -e vm_template_vmid=9000         ✓
./manage-platform.sh -h magic proxmox_vm verify -e vm_vmid=500    ✓

# Invalid combinations properly rejected
./manage-platform.sh -h magic proxmox_template create              ✗
./manage-platform.sh -h magic proxmox_vm build                     ✗

Documentation

Migration Impact

No breaking changes for existing workflows:

  • All existing proxmox_template build/destroy commands work unchanged
  • All existing proxmox_vm create/verify commands work (just need to add vm_template_vmid)

Commits

  1. 40b85de - Platform-specific state management in manage-platform.sh
  2. bde6c70 - Correct state variable names (template_state, vm_state)
  3. 020117a - Require vm_template_vmid parameter (no defaults)
  4. 3a0918a - Add issue Enhancement: VMID numbering is independent of distribution version #1 for early parameter validation
  5. 0d175ac - Comprehensive CLAUDE.md rewrite

Related

jackaltx and others added 23 commits November 12, 2025 14:52
- Renamed dev → test branch for consistency
- Created lint.yml for fast feedback (YAML, Markdown, Ansible, syntax)
- Created superlinter.yml for comprehensive validation (test branch only)
- Created ci.yml for role validation and collection build
- Created WORKFLOW_GUIDE.md with development flow documentation
- Created requirements.yml for Ansible dependencies

Note: CI validates code structure, not VM functionality (requires Proxmox)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
Implemented Phase 1 of proxmox_vm role to create VMs from Debian 12 template 8001.

New files:
- roles/proxmox_vm/vars/debian12.yml - Template configuration (VMID 8001)
- roles/proxmox_vm/tasks/create.yml - VM creation workflow
- roles/proxmox_vm/tasks/verify.yml - VM verification
- roles/proxmox_vm/tasks/main.yml - Task orchestration
- roles/proxmox_vm/defaults/main.yml - Default variables
- roles/proxmox_vm/README.md - Documentation
- playbooks/test-create-debian-vm.yml - Test playbook for creation
- playbooks/test-verify-debian-vm.yml - Test playbook for verification

Features:
- Clone VMs from template 8001 (linked clone by default)
- Automatic disk resize to specified size
- Cloud-init configuration (SSH user, key, network)
- Template and VMID conflict validation
- Verification task to check VM status

Tested:
✅ Created VM 500 named "test-debian"
✅ Disk resized to 20G
✅ Cloud-init configured with lavender user
✅ VM boots successfully
✅ Verification task works

Future (Phase 2):
- Rocky 9/10 distribution support
- Lifecycle states: start, stop, shutdown, remove
- Modify tasks for post-creation changes
Implemented automatic installation of qemu-guest-agent during template creation
for all supported distributions (Rocky 9, Rocky 10, Debian 12, Debian 13).

Changes:
- New task: roles/proxmox_template/tasks/install_guest_agent.yml
  - Uses virt-customize to install agent before VM creation
  - Enables agent service automatically
  - Validates libguestfs-tools availability

- Distribution vars updated (all distros):
  - Added template_guest_agent_package: "qemu-guest-agent"
  - Added template_guest_agent_service: "qemu-guest-agent"

- Main workflow updated:
  - Added install_guest_agent.yml task after resize_image.yml
  - Controlled by template_install_guest_agent flag (default: true)

- Defaults updated:
  - Added template_install_guest_agent: true (can be disabled if needed)

- Documentation updated:
  - Added libguestfs-tools to requirements
  - Documented new template_install_guest_agent variable
  - Updated workflow steps to include agent installation

Benefits:
- VMs cloned from templates have working guest agent immediately
- Enables IP address discovery via qm agent commands
- Enables guest monitoring and metrics collection
- No per-VM configuration needed

Requirement: Proxmox host must have libguestfs-tools installed
  Debian/Ubuntu: apt install libguestfs-tools
  Rocky/RHEL: dnf install libguestfs-tools-c
Added --network flag and LIBGUESTFS_BACKEND=direct to enable DNS resolution
inside virt-customize temporary VM. This fixes 'Unable to locate package' errors
when installing qemu-guest-agent.

The guest VM needs network access to reach package repositories.
Replace virt-customize approach with cloud-init for installing qemu-guest-agent.
This fixes DNS resolution errors and is more portable across distributions.

Changes:
- Simplified install_guest_agent.yml to display info message only
- Added cloud-init user-data file creation in setup_cloudinit.yml
- Guest agent now installs on first VM boot via cloud-init
- Uses Proxmox cicustom parameter to inject configuration

Fixes DNS resolution failures in virt-customize temporary VM.
…ge-platform.sh

- Replace global STATE_MAP with platform:action composite keys
- Add PLATFORM_ACTIONS associative array for validation
- Implement is_action_supported_for_platform() validation
- Update generate_playbook() to use platform-specific state lookup
- Improve usage output to show actions per platform
- Add better error messages for invalid platform:action combinations

Benefits:
- Semantic clarity: 'build' templates vs 'create' VMs
- Platform-aware validation catches invalid actions early
- Extensible: easy to add platforms with unique lifecycles
- Supports VM lifecycle: start/stop/shutdown/modify
- Aligns with role implementations

Testing:
✅ proxmox_template build/destroy → correct states
✅ proxmox_vm create/verify/start → correct states
✅ Invalid combinations rejected with helpful errors
✅ No breaking changes to existing workflows
Problem: Script was generating wrong variable names in playbooks
- Generated: proxmox_template_state, proxmox_vm_state
- Expected by roles: template_state, vm_state

Solution: Add STATE_VAR_NAME mapping for role-specific variable names
- proxmox_template → template_state
- proxmox_vm → vm_state
- Other platforms mapped appropriately

Testing:
✅ proxmox_template build → template_state: present
✅ proxmox_vm create → vm_state: create
✅ Playbooks now match role expectations
…_vm create

Breaking change: vm_template_vmid now required, no default value

Rationale:
- Templates use unified VMID range (9000-9999) for all distributions
- Next available VMID is calculated dynamically at build time
- No way to predict which VMID a template will have
- Must explicitly specify which template to clone from

Changes:
- Add vm_template_vmid to required variables validation
- Remove vars/debian12.yml (obsolete hardcoded VMID)
- Update role documentation with required parameters
- Update manage-platform.sh usage examples

Usage:
  ./manage-platform.sh -h magic proxmox_vm create \
    -e vm_vmid=500 \
    -e vm_name=test-vm \
    -e vm_template_vmid=9000

Note: User must know template VMID before creating VMs
(can check with: ssh magic 'qm list | grep template')
Track future enhancement for validating required parameters before
playbook generation. Currently validation happens during Ansible
execution, which is acceptable during development but should be
improved once platform actions stabilize.

Issue: issues/001-early-parameter-validation.md
Major updates to reflect recent refactoring and current system state:

Content updates:
- Document platform:action composite key state management
- Explain STATE_VAR_NAME mapping for role-specific variables
- Clarify unified VMID range (9000-9999) for all templates
- Document vm_template_vmid as required parameter (no defaults)
- Add detailed workflows for template building and VM creation
- Include troubleshooting section for common issues
- Document linked vs full clone options
- Add examples for custom VM configurations
- Update all usage examples with current syntax
- Add development notes for extending platforms/actions

Structure improvements:
- Clear key concepts section upfront
- Management scripts documented with architecture details
- Roles section with required/optional parameters clearly marked
- Design patterns section explaining rationale
- Common workflows with step-by-step examples
- Known issues reference to issues/ directory
- Changelog tracking major changes

Removed:
- Outdated per-distribution VMID ranges
- References to static playbooks
- Obsolete hardcoded template VMID defaults
Implements complete VM lifecycle actions (start, stop, shutdown, remove) and
fixes critical cloud-init configuration inheritance bug.

Changes:
- Add VM lifecycle actions: start, stop, shutdown, remove task files
- Fix cicustom cloud-init inheritance bug (clears template-specific config)
- Optimize validation: move to action files, use dynamic includes
- Update main.yml to use dynamic include pattern (eliminates skipped tasks)
- Add validation to all action files (verify, start, stop, shutdown, remove)

Technical details:
- Clear inherited cicustom after cloning to prevent boot failures
- VMs now boot clean without template-specific cloud-init packages
- Dynamic include reduces Ansible overhead (1 task vs 6+ conditionals)
- Each action validates its own requirements independently

Tested:
- Create VM 500 from Debian template 9000
- Start/stop/remove lifecycle operations
- Validation pattern eliminates redundant task evaluations

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
The cicustom cloud-init configuration (added in 8c07033) caused manual template
clones to fail SSH login because cicustom overrides the standard cloud-init
user/SSH key configuration.

Removed:
- cicustom cloud-init file creation
- package installation on first boot
- guest agent auto-installation

Templates now use standard Proxmox cloud-init (ciuser, sshkeys, ipconfig).
Guest agent can be installed manually post-deployment if needed.

Fixes: Manual clones from templates now work with SSH access

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
BREAKING CHANGES:
- Removed cicustom cloud-init that broke SSH login on cloned VMs
- Disabled guest agent pre-installation (template_install_guest_agent: false)
- Templates now use standard Proxmox cloud-init (ciuser, sshkeys, ipconfig0)

Changes:
- proxmox_template: Removed cicustom user-data creation
- proxmox_template: Guest agent installation skipped (install manually when needed)
- proxmox_vm: Removed cicustom injection from VM creation
- proxmox_vm: Added lifecycle actions (start, stop, shutdown, remove)
- proxmox_vm: Refactored validation into action files

Why:
- cicustom overrides template ciuser/sshkeys settings
- virt-customize --network requires libvirt (not on Proxmox)
- NBD/chroot approach too complex for lab environment
- Manual guest agent installation is simpler and reliable

Manual Install:
  ssh vm "sudo apt install -y qemu-guest-agent"
  ssh vm "sudo systemctl enable --now qemu-guest-agent"

Fixes: SSH login failures on VMs cloned from templates
@jackaltx
jackaltx merged commit d7d5cb6 into main Jan 24, 2026
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