ansible/docs/docsite/rst/dev_guide/developing_modules_general.rst
Sandra McCann 26bb114ccb
[backport][docs][2.10]Docsbackportapalooza 8 (#71379)
* Move 2.10.0rc1 release date a few days forward. (#71270)

At yesterday's meeting it was decided to have ansible-2.10.0 depend on
ansible-base-2.10.1 so that we can get several fixes for ansible-base's
routing (including adding the gluster.gluster collection).
ansible-base-2.10.1 will release on September 8th.  So we will plan on
releasing ansible-2.10.0rc1 on the 10th.

https://meetbot.fedoraproject.org/ansible-community/2020-08-12/ansible_community_meeting.2020-08-12-18.00.html
(cherry picked from commit e507c127e5)

* a few writing style updates (#71212)

(cherry picked from commit 4f0bd5de38)

* Fix code markups and add link to CVE (#71082)

(cherry picked from commit 92d59a58c0)

* Fix 404 links (#71256)

Signed-off-by: Abhijeet Kasurde <akasurde@redhat.com>
(cherry picked from commit ecea018506)

* Writing style updates to Developing dynamic inventory topic (#71245)

* modified the writing style

* incorporated peer feedback

(cherry picked from commit ecd3b52ad7)

* Fix roadmap formatting. (#71275)

(cherry picked from commit ee48e0b0ad)

* Update password.py (#71295)

List md5_crypt, bcrypt, sha256_crypt, sha512_crypt as hash schemes in the password plugin.

(cherry picked from commit 1d1de2c6fd)

* Update ansible european IRC channel (#71326)

Signed-off-by: Rémi VERCHERE <remi@verchere.fr>
(cherry picked from commit 824cd4cbeb)

* Add warning about copyright year change (#71251)

To simplify project administration and avoid any legal issues,
add a warning in the docs. This reflects - https://github.com/ansible/ansible/issues/45989#issuecomment-423635622 and fixes: #45989

Signed-off-by: Abhijeet Kasurde <akasurde@redhat.com>
(cherry picked from commit 606604bb97)

* subelements: Clarify parameter docs (#71177)

skip_missing parameter in subelements lookup plugin is accepted from
inside the dictionary.

Fixes: #38182

Signed-off-by: Abhijeet Kasurde <akasurde@redhat.com>
(cherry picked from commit 6d17736ef4)

* Writing style updates to Using Variables topic (#71194)

* updated topic title, underline length for headings, and incorporated peer feedback

(cherry picked from commit 4d68efbe24)

* cron module defaults to current user, not root (#71337)

(cherry picked from commit 4792d83e13)

* Update Network Getting Started for FQCN/collection world (#71188)

* pull out network roles, cleanup, update first playbook examples, update gather facts section, some inventory conversion to .yml, update inventory and roles, simplify the navigation titles, fix tocs, feedback comments

(cherry picked from commit f79a7c5585)

* Add documentation about info/facts module development (#71250)

Fixes: #40151

Signed-off-by: Abhijeet Kasurde <akasurde@redhat.com>
(cherry picked from commit 4f993922c8)

* network: Correct documentation (#71246)

ini-style inventory does not support Ansible Vault password.
This fixes network_best_practices_2.5 doc.
Fixes: #69039

Signed-off-by: Abhijeet Kasurde <akasurde@redhat.com>
(cherry picked from commit a1257d75aa)

* tidies up vars page (#71339)

(cherry picked from commit 02ea80f6d7)

* base.yml: Fix typos (#71346)

(cherry picked from commit 41d7d53573)

* quick fix to change main back to devel (#71342)

* quick fix to change main back to devel
* Update docs/docsite/rst/dev_guide/developing_collections.rst

Co-authored-by: Felix Fontein <felix@fontein.de>
(cherry picked from commit 74f88c56a5)

* Add note about integration tests for new modules to the dev guide (#71345)

(cherry picked from commit b82889eef5)

* update fest link (#71376)

(cherry picked from commit 80b8fde946)

* incorporate minimalism feedback on debugging page (#71272)

Co-authored-by: bobjohnsrh <50667510+bobjohnsrh@users.noreply.github.com>

(cherry picked from commit 5073cfc8bc)

* fix header problem

Co-authored-by: Toshio Kuratomi <a.badger@gmail.com>
Co-authored-by: Sayee <57951841+sayee-jadhav@users.noreply.github.com>
Co-authored-by: Baptiste Mille-Mathias <baptiste.millemathias@gmail.com>
Co-authored-by: Abhijeet Kasurde <akasurde@redhat.com>
Co-authored-by: Felix Fontein <felix@fontein.de>
Co-authored-by: rovshango <rovshan.go@gmail.com>
Co-authored-by: Remi Verchere <rverchere@users.noreply.github.com>
Co-authored-by: Jake Howard <RealOrangeOne@users.noreply.github.com>
Co-authored-by: Alicia Cozine <879121+acozine@users.noreply.github.com>
Co-authored-by: Per Lundberg <perlun@gmail.com>
Co-authored-by: Andrew Klychkov <aaklychkov@mail.ru>
2020-08-20 17:44:50 -05:00

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.. _developing_modules_general:
.. _module_dev_tutorial_sample:
*******************************************
Ansible module development: getting started
*******************************************
A module is a reusable, standalone script that Ansible runs on your behalf, either locally or remotely. Modules interact with your local machine, an API, or a remote system to perform specific tasks like changing a database password or spinning up a cloud instance. Each module can be used by the Ansible API, or by the :command:`ansible` or :command:`ansible-playbook` programs. A module provides a defined interface, accepts arguments, and returns information to Ansible by printing a JSON string to stdout before exiting.
If you need functionality that is not available in any of the thousands of Ansible modules found in collections, you can easily write your own custom module. When you write a module for local use, you can choose any programming language and follow your own rules. Use this topic to learn how to create an Ansible module in Python. After you create a module, you must add it locally to the appropriate directory so that Ansible can find and execute it. For details about adding a module locally, see :ref:`developing_locally`.
.. contents:: Topics
:local:
.. _environment_setup:
Environment setup
=================
Prerequisites via apt (Ubuntu)
------------------------------
Due to dependencies (for example ansible -> paramiko -> pynacl -> libffi):
.. code:: bash
sudo apt update
sudo apt install build-essential libssl-dev libffi-dev python-dev
Common environment setup
------------------------------
1. Clone the Ansible repository:
``$ git clone https://github.com/ansible/ansible.git``
2. Change directory into the repository root dir: ``$ cd ansible``
3. Create a virtual environment: ``$ python3 -m venv venv`` (or for
Python 2 ``$ virtualenv venv``. Note, this requires you to install
the virtualenv package: ``$ pip install virtualenv``)
4. Activate the virtual environment: ``$ . venv/bin/activate``
5. Install development requirements:
``$ pip install -r requirements.txt``
6. Run the environment setup script for each new dev shell process:
``$ . hacking/env-setup``
.. note:: After the initial setup above, every time you are ready to start
developing Ansible you should be able to just run the following from the
root of the Ansible repo:
``$ . venv/bin/activate && . hacking/env-setup``
Creating an info or a facts module
==================================
Ansible gathers information about the target machines using facts modules, and gathers information on other objects or files using info modules.
If you find yourself trying to add ``state: info`` or ``state: list`` to an existing module, that is often a sign that a new dedicated ``_facts`` or ``_info`` module is needed.
In Ansible 2.8 and onwards, we have two type of information modules, they are ``*_info`` and ``*_facts``.
If a module is named ``<something>_facts``, it should be because its main purpose is returning ``ansible_facts``. Do not name modules that do not do this with ``_facts``.
Only use ``ansible_facts`` for information that is specific to the host machine, for example network interfaces and their configuration, which operating system and which programs are installed.
Modules that query/return general information (and not ``ansible_facts``) should be named ``_info``.
General information is non-host specific information, for example information on online/cloud services (you can access different accounts for the same online service from the same host), or information on VMs and containers accessible from the machine, or information on individual files or programs.
Info and facts modules, are just like any other Ansible Module, with a few minor requirements:
1. They MUST be named ``<something>_info`` or ``<something>_facts``, where <something> is singular.
2. Info ``*_info`` modules MUST return in the form of the :ref:`result dictionary<common_return_values>` so other modules can access them.
3. Fact ``*_facts`` modules MUST return in the ``ansible_facts`` field of the :ref:`result dictionary<common_return_values>` so other modules can access them.
4. They MUST support :ref:`check_mode <check_mode_dry>`.
5. They MUST NOT make any changes to the system.
6. They MUST document the :ref:`return fields<return_block>` and :ref:`examples<examples_block>`.
To create an info module:
1. Navigate to the correct directory for your new module: ``$ cd lib/ansible/modules/``. If you are developing module using collection, ``$ cd plugins/modules/`` inside your collection development tree.
2. Create your new module file: ``$ touch my_test_info.py``.
3. Paste the content below into your new info module file. It includes the :ref:`required Ansible format and documentation <developing_modules_documenting>` and some example code.
4. Modify and extend the code to do what you want your new info module to do. See the :ref:`programming tips <developing_modules_best_practices>` and :ref:`Python 3 compatibility <developing_python_3>` pages for pointers on writing clean and concise module code.
.. literalinclude:: ../../../../examples/scripts/my_test_info.py
:language: python
Use the same process to create a facts module.
.. literalinclude:: ../../../../examples/scripts/my_test_facts.py
:language: python
Creating a module
=================
To create a new module:
1. Navigate to the correct directory for your new module: ``$ cd lib/ansible/modules/``. If you are developing module using collection, ``$ cd plugins/modules/`` inside your collection development tree.
2. Create your new module file: ``$ touch my_test.py``.
3. Paste the content below into your new module file. It includes the :ref:`required Ansible format and documentation <developing_modules_documenting>` and some example code.
4. Modify and extend the code to do what you want your new module to do. See the :ref:`programming tips <developing_modules_best_practices>` and :ref:`Python 3 compatibility <developing_python_3>` pages for pointers on writing clean, concise module code.
.. literalinclude:: ../../../../examples/scripts/my_test.py
:language: python
Exercising your module code
===========================
Once you've modified the sample code above to do what you want, you can try out your module.
Our :ref:`debugging tips <debugging_modules>` will help if you run into bugs as you exercise your module code.
Exercising module code locally
------------------------------
If your module does not need to target a remote host, you can quickly and easily exercise your code locally like this:
- Create an arguments file, a basic JSON config file that passes parameters to your module so you can run it. Name the arguments file ``/tmp/args.json`` and add the following content:
.. code:: json
{
"ANSIBLE_MODULE_ARGS": {
"name": "hello",
"new": true
}
}
- If you are using a virtual environment (highly recommended for
development) activate it: ``$ . venv/bin/activate``
- Setup the environment for development: ``$ . hacking/env-setup``
- Run your test module locally and directly:
``$ python -m ansible.modules.my_test /tmp/args.json``
This should return output like this:
.. code:: json
{"changed": true, "state": {"original_message": "hello", "new_message": "goodbye"}, "invocation": {"module_args": {"name": "hello", "new": true}}}
Exercising module code in a playbook
------------------------------------
The next step in testing your new module is to consume it with an Ansible playbook.
- Create a playbook in any directory: ``$ touch testmod.yml``
- Add the following to the new playbook file::
- name: test my new module
hosts: localhost
tasks:
- name: run the new module
my_test:
name: 'hello'
new: true
register: testout
- name: dump test output
debug:
msg: '{{ testout }}'
- Run the playbook and analyze the output: ``$ ansible-playbook ./testmod.yml``
Testing basics
====================
These two examples will get you started with testing your module code. Please review our :ref:`testing <developing_testing>` section for more detailed
information, including instructions for :ref:`testing module documentation <testing_module_documentation>`, adding :ref:`integration tests <testing_integration>`, and more.
.. note::
Every new module and plugin should have integration tests, even if the tests cannot be run on Ansible CI infrastructure.
In this case, the tests should be marked with the ``unsupported`` alias in `aliases file <https://docs.ansible.com/ansible/latest/dev_guide/testing/sanity/integration-aliases.html>`_.
Performing sanity tests
-----------------------
You can run through Ansible's sanity checks in a container:
``$ ansible-test sanity -v --docker --python 2.7 MODULE_NAME``
.. note::
Note that this example requires Docker to be installed and running. If you'd rather not use a container for this, you can choose to use ``--venv`` instead of ``--docker``.
Unit tests
----------
You can add unit tests for your module in ``./test/units/modules``. You must first setup your testing environment. In this example, we're using Python 3.5.
- Install the requirements (outside of your virtual environment): ``$ pip3 install -r ./test/lib/ansible_test/_data/requirements/units.txt``
- Run ``. hacking/env-setup``
- To run all tests do the following: ``$ ansible-test units --python 3.5``. If you are using a CI environment, these tests will run automatically.
.. note:: Ansible uses pytest for unit testing.
To run pytest against a single test module, you can do the following (provide the path to the test module appropriately):
``$ pytest -r a --cov=. --cov-report=html --fulltrace --color yes
test/units/modules/.../test/my_test.py``
Contributing back to Ansible
============================
If you would like to contribute to the main Ansible repository
by adding a new feature or fixing a bug, `create a fork <https://help.github.com/articles/fork-a-repo/>`_
of the Ansible repository and develop against a new feature
branch using the ``devel`` branch as a starting point.
When you you have a good working code change, you can
submit a pull request to the Ansible repository by selecting
your feature branch as a source and the Ansible devel branch as
a target.
If you want to contribute your module back to the upstream Ansible repo,
review our :ref:`submission checklist <developing_modules_checklist>`, :ref:`programming tips <developing_modules_best_practices>`,
and :ref:`strategy for maintaining Python 2 and Python 3 compatibility <developing_python_3>`, as well as
information about :ref:`testing <developing_testing>` before you open a pull request.
The :ref:`Community Guide <ansible_community_guide>` covers how to open a pull request and what happens next.
Communication and development support
=====================================
Join the IRC channel ``#ansible-devel`` on freenode for discussions
surrounding Ansible development.
For questions and discussions pertaining to using the Ansible product,
use the ``#ansible`` channel.
For more specific IRC channels look at :ref:`Community Guide, Communicating <communication_irc>`.
Credit
======
Thank you to Thomas Stringer (`@trstringer <https://github.com/trstringer>`_) for contributing source
material for this topic.