docs: Steward playbook-authoring conventions reference
A self-contained guide (docs/reference/playbook-authoring.md) to the contract between a playbook and Steward's run UI — the `# description:` comment, vars/vars_prompt → fill-in fields, secret naming, hosts: all targeting, managed credentials, and idempotency. Includes a "what Steward reads" summary table, the metadata/extensibility note (only `# description:` today; reserved `# steward:<key>:` namespace for future keys), and an annotated example. Meant to be fed to another session authoring Steward-friendly playbooks. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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# Authoring Steward-friendly Ansible playbooks
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This is the contract between a playbook and Steward's run UI. Follow it and a
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playbook drops into Steward with a description, fill-in variable fields, correct
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targeting, and credentials supplied automatically — no per-playbook wiring.
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It applies to **any** playbook in a configured source (bundled, the writable
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local source, or a git source), including third-party ones.
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---
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## 1. Describe what it does — `# description:`
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Steward shows a one-line description when a playbook is selected in the run form.
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```yaml
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---
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# description: Reclaim disk on Docker/Swarm nodes by pruning unused images and build cache.
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- name: Docker system prune
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hosts: all
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...
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```
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- Format: a comment line `# description: <text>` anywhere in the file. **First
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match wins.** Case-insensitive on the `description:` key.
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- Why a comment and not a key: Ansible rejects unknown *play* keys (you can't add
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`description:` to a play), so a comment is the portable place. It survives
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`ansible-playbook` untouched.
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- Fallback: if there's no `# description:` comment, Steward uses the **first
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play's `name:`**. So always give your play a meaningful `name:` even without
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the comment.
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- Keep it to one readable line. Longer "how to use" notes can go in additional
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normal comments — Steward only reads the `description:` line.
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## 2. Declare tunables in `vars:` — they become fill-in fields
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Every **scalar** entry in a play's `vars:` block becomes an editable field in the
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run form, with the default shown as the input's placeholder.
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```yaml
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vars:
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prune_all_images: false # → checkbox-ish text field, placeholder "default: false"
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keep_last_days: 7 # → field, placeholder "default: 7"
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registry_url: "" # → field, placeholder "no default"
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```
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- **Blank field = use the default.** Steward only sends fields the operator
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actually fills, so an untouched field falls through to the playbook/inventory
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default rather than overriding it.
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- Only scalars (string/int/float/bool) surface as fields. Lists/dicts are
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skipped — set those in the playbook or via inventory group/host vars.
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- Values are delivered as **extra-vars** (`-e`), which are the **highest**
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precedence in Ansible — they override the `vars:` defaults. (This is why the
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default can be empty and still be safely overridden at run time.)
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### `vars_prompt:` also works
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Steward reads `vars_prompt` too. Use it when you want an explicit prompt or a
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required value:
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```yaml
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vars_prompt:
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- name: release_tag
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prompt: "Which release to deploy?" # shown as the field label
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# no default → Steward marks the field REQUIRED
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- name: admin_password
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prompt: "Admin password"
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private: true # → masked field, never stored
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```
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## 3. Secrets — name them so they're masked and not persisted
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A field is treated as **secret** (rendered masked, and its value is **never
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written to the DB / run history**) when either:
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- the variable name contains `password`, `passwd`, `secret`, `token`,
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`api_key` / `apikey`, `private_key`, or `credential` (case-insensitive), **or**
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- it's a `vars_prompt` entry with `private: true` (Ansible's default for
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vars_prompt is private).
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So name sensitive variables accordingly (`db_password`, `api_token`,
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`vault_secret`) and they're handled safely with no extra config. Non-secret
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run-time vars are persisted (so scheduled runs can reuse them); secret ones are
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passed to the run only.
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## 4. Target with `hosts: all`
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Steward builds the inventory itself from the **target / group** the operator
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picks in the run form (or the single host on a host page). Your play should:
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```yaml
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hosts: all # run against whatever Steward scoped to
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```
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- Don't hardcode hostnames or rely on a checked-in inventory for Steward runs
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(Steward generates a fresh inventory per run).
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- Per-host connection vars (`ansible_host`, plus anything you set on the target
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in **Ansible → Inventory**) arrive as inventory host vars.
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- The run form's **Limit** / **Tags** map to `--limit` / `--tags`.
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## 5. Privileges & connection — don't put credentials in the playbook
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Steward supplies SSH and become for you:
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- Steady-state runs connect as the managed **`steward`** account using Steward's
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managed key; that account has **passwordless sudo**. So just use
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`become: true` where you need root.
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- First-contact provisioning uses a one-time bootstrap user/password the
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operator enters (never stored).
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- Never embed SSH keys, passwords, or `ansible_user`/`ansible_ssh_pass` in the
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playbook. Connection identity is global (Settings → Ansible) or per-target.
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## 6. Be idempotent
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Steward re-runs playbooks (updates, schedules, retries). Use modules that
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converge (state-based) rather than ad-hoc `command:`/`shell:` where possible, so
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re-runs are safe.
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---
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## What Steward reads from a playbook (summary)
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| Source in the playbook | What Steward does with it |
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|---|---|
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| `# description: <text>` comment | Description shown on selection (first match) |
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| first play `name:` | Description fallback |
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| `vars:` scalar entries | Run-time fill-in fields (placeholder = default) |
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| `vars_prompt:` entries | Run-time fields (required if no default) |
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| secret-looking var name / `private: true` | Field masked + value not persisted |
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| `hosts:` | Expected to be `all`; Steward provides the inventory |
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Everything else (SSH user/key, become password, the inventory, `steward_token`
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etc. for the agent playbooks) is injected by Steward at run time.
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## Metadata convention & extensibility
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Today the **only comment-based metadata** Steward parses is `# description:`.
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Everything else is *structural* (`vars`, `vars_prompt`, `hosts`, the play
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`name`). If we add more comment metadata later, it will use a reserved
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**`# steward:<key>: <value>`** namespace (e.g. `# steward:category: maintenance`,
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`# steward:confirm: true` for a run-confirmation gate) so it can't collide with
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ordinary comments. **These extra keys are not implemented yet** — only
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`# description:` is. Don't author playbooks that depend on `# steward:*` keys
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until this doc says they're live.
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## Minimal annotated example
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```yaml
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---
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# description: Restart a systemd service and confirm it came back up.
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- name: Restart a service
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hosts: all
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become: true
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gather_facts: false
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vars:
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service_name: "" # required-ish: operator fills it in the run form
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tasks:
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- name: Validate input
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ansible.builtin.assert:
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that: service_name | default('') | length > 0
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fail_msg: "Set service_name."
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- name: Restart
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ansible.builtin.systemd:
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name: "{{ service_name }}"
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state: restarted
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- name: Confirm active
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ansible.builtin.command: "systemctl is-active {{ service_name }}"
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changed_when: false
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```
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