GitHub Safe-Settings

Safe-settings – an app to manage policy-as-code and apply repository settings across an organization.

In safe-settings, all the settings are stored centrally in an admin repo within the organization. Unlike the GitHub Repository Settings App, the settings files cannot be in individual repositories.

It is possible specify a custom repo instead of the admin repo with ADMIN_REPO. See Environment variables for more details.
The settings in the default branch are applied. If the settings are changed on a non-default branch and a PR is created to merge the changes, the app runs in a dry-run mode to evaluate and validate the changes. Checks pass or fail based on the dry-run results.
In safe-settings the settings can have 2 types of targets:
1. org - These settings are applied to the organization. Org-targeted settings are defined in .github/settings.yml. Currently, only rulesets are supported as org-targeted settings.
2. repo - These settings are applied to repositories.
For the repo-targeted settings, there can be 3 levels at which the settings are managed:
1. Org-level settings are defined in .github/settings.yml
  
  It is possible to override this behavior and specify a different filename for the settings.yml file with SETTINGS_FILE_PATH. Similarly, the .github directory can be overridden with CONFIG_PATH. See Environment variables for more details.
2. Suborg level settings. A suborg is an arbitrary collection of repos belonging to projects, business units, or teams. The suborg settings reside in a yaml file for each suborg in the .github/suborgs folder.
  
  In safe-settings, suborgs could be groups of repos based on repo names, or teams which the repos have collaborators from, or custom property values set for the repos
3. Repo level settings. They reside in a repo specific yaml in .github/repos folder
It is recommended to break the settings into org-level, suborg-level, and repo-level units. This will allow different teams to define and manage policies for their specific projects or business units. With CODEOWNERS, this will allow different people to be responsible for approving changes in different projects.

Note

The suborg and repo level settings directory structure cannot be customized.

How it works

Safe-settings is designed to run as a service listening for webhook events or as a scheduled job running on some regular cadence. It can also be triggered through GitHub Actions. (See the How to use section for details on deploying and configuring.)

Events

The App listens to the following webhook events:

push: If the settings are created or modified, that is, if push happens in the default branch of the admin repo and the file added or changed is .github/settings.yml or .github/repos/*.ymlor .github/suborgs/*.yml, then the settings would be applied either globally to all the repos, or specific repos. For each repo, the settings that are actually applied depend on the default settings for the org, overlaid with settings for the suborg that the repo belongs to, overlaid with the settings for that specific repo.
repository.created: If a repository is created in the org, the settings for the repo - the default settings for the org, overlaid with settings for the suborg that the repo belongs to, overlaid with the settings for that specific repo - is applied.
branch_protection_rule: If a branch protection rule is modified or deleted, safe-settings will sync the settings to prevent any unauthorized changes.
repository.edited: For e.g. If the default branch is renamed, or if topics change, safe-settings will sync the settings, to prevent any unauthorized changes.
repository.renamed: If a repository is renamed, the default behavior is safe-settings will ignore this (for backward-compatibility). If BLOCK_REPO_RENAME_BY_HUMAN env variable is set to true, safe-settings will revert the repo to the previous name unless it is renamed using a bot. If it is renamed using a bot, it will try to copy the existing <old-repo>.yml to <new-repo>.yml so that the repo config yml stays consistent. If a <new-repo.yml> file already exists, it doesn't create a new one.
pull_request.opened, pull_request.reopened, check_suite.requested: If the settings are changed, but it is not in the default branch, and there is an existing PR, the code will validate the settings changes by running safe-settings in nop mode and update the PR with the dry-run status.
repository_ruleset: If the ruleset settings are modified in the UI manually, safe-settings will sync the settings to prevent any unauthorized changes.
member_change_events: If a member is added or removed from a repository, safe-settings will sync the settings to prevent any unauthorized changes.
member', team.added_to_repository, team.removed_from_repository, team.edited: safe-settings will sync the settings to prevent any unauthorized changes.
custom_property_values: If new repository properties are set for a repository, safe-settings will run to so that if a sub-org config is defined by that property, it will be applied for the repo

Use `safe-settings` to rename repos

If you rename a <repo.yml> that corresponds to a repo, safe-settings will rename the repo to the new name. This behavior will take effect whether the env variable BLOCK_REPO_RENAME_BY_HUMAN is set or not.

Restricting `safe-settings` to specific repos

safe-settings can be turned on only to a subset of repos by specifying them in the runtime settings file, deployment-settings.yml. If no file is specified, then the following repositories - 'admin', '.github', 'safe-settings' are exempted by default. A sample of deployment-settings file is found here.

To apply safe-settings only to a specific list of repos, add them to the restrictedRepos section as include array.

To ignore safe-settings for a specific list of repos, add them to the restrictedRepos section as exclude array.

Note

The include and exclude attributes support as well regular expressions. By default they look for regex, Example include: ['SQL'] will look apply to repos with SQL and SQL_ and SQL- etc if you want only SQL repo then use include:['^SQL$']

Custom rules

Admins setting up safe-settings can include custom rules that would be validated before applying a setting or overriding a broader scoped setting.

The code has to return true if validation is successful, or false if it isn't.

If the validation fails, the error attribute specified would be used to create the error message in the logs or in the PR checks.

The first use case is where a custom rule has to be applied for a setting on its own. For e.g. No collaborator should be given admin permissions.

For this type of validation, admins can provide custom code as configvalidators which validates the setting by itself.

For e.g. for the case above, it would look like:

configvalidators:
  - plugin: collaborators
    error: |
      `Admin role cannot be assigned to collaborators`
    script: |
      console.log(`baseConfig ${JSON.stringify(baseconfig)}`)
      return baseconfig.permission != 'admin'

For convenience this script has access to a variable, baseconfig, that contains the setting that is be applied.

The second use case is where custom rule has to be applied when a setting in the org or suborg level is being overridden. Such as, when default branch protection is being overridden.

For this type of validation, admins can provide custom code as overridevalidators. The script can access two variables, baseconfig and overrideconfig which represent the base setting and the setting that is overriding it.

A sample would look like:

overridevalidators:
  - plugin: branches
    error: |
      `Branch protection required_approving_review_count cannot be overidden to a lower value`
    script: |
      console.log(`baseConfig ${JSON.stringify(baseconfig)}`)
      console.log(`overrideConfig ${JSON.stringify(overrideconfig)}`)
      if (baseconfig.protection.required_pull_request_reviews.required_approving_review_count && overrideconfig.protection.required_pull_request_reviews.required_approving_review_count ) {
        return overrideconfig.protection.required_pull_request_reviews.required_approving_review_count >= baseconfig.protection.required_pull_request_reviews.required_approving_review_count
      }
      return true

A sample of deployment-settings file is found here.

Custom Status Checks

For branch protection rules and rulesets, you can allow for status checks to be defined outside of safe-settings together with your usual safe settings.

This can be defined at the org, sub-org, and repo level.

To configure this for branch protection rules, specify {{EXTERNALLY_DEFINED}} under the contexts keyword:

branches:
  - name: main
    protection:
      ...
      required_status_checks:
        contexts:
          - "{{EXTERNALLY_DEFINED}}"

For rulesets, specify {{EXTERNALLY_DEFINED}} under the required_status_checks keyword:

rulesets:
  - name: Status Checks
    ...
    rules:
      - type: required_status_checks
        parameters:
          required_status_checks:
            - context: "{{EXTERNALLY_DEFINED}}"

Notes:

For the same branch that is covered by multi-level branch protection rules, contexts defined at the org level are merged into the sub-org and repo level contexts, while contexts defined at the sub-org level are merged into the repo level contexts.
Rules from the sub-org level are merged into the repo level when their ruleset share the same name. Becareful not to define the same rule type in both levels as it will be rejected by GitHub.
When {{EXTERNALLY_DEFINED}} is defined for a new branch protection rule or ruleset configuration, they will be deployed with no status checks.
When an existing branch protection rule or ruleset configuration is amended with {{EXTERNALLY_DEFINED}}, the status checks in the existing rules in GitHub will remain as is.

⚠️ Warning: When {{EXTERNALLY_DEFINED}} is removed from an existing branch protection rule or ruleset configuration, the status checks in the existing rules in GitHub will revert to the checks that are defined in safe-settings. From this point onwards, all status checks configured through the GitHub UI will be reverted back to the safe-settings configuration.

Status checks inheritance across scopes

Refer to Status checks.

Performance

When there are 1000s of repos to be managed -- and there is a global settings change -- safe-settings will have to work efficiently and only make the necessary API calls.

The app also has to complete the work within an hour: the lifetime of the GitHub app token.

To address these constraints the following design decisions have been implemented:

Probot automatically handles rate and abuse limits.
Instead of loading all the repo contents from .github/repos/*, it will selectively load the specific repo file based on which repo settings has changed, or a subset of the repo files associated with suborg settings that has changed. The only time all the repo files will be loaded is if there is a global settings file change.
The PR check will only provide a summary of errors and changes. (Providing the details of changes for 1000s of repos will error out.)
To ensure it handles updates to GitHub intelligently, it will compare the changes with the settings in GitHub, and will call the API only if there are real changes.

Comparing changes with GitHub

To determine if there are real changes, the code will generate a detailed list of additions, modifications, and deletions compared to the settings in GitHub:

For e.g:

If the settings is:

{
  "branches": [
    {
      "name": "master",
      "protection": {
        "required_pull_request_reviews": {
          "required_approving_review_count": 2,
          "dismiss_stale_reviews": false,
          "require_code_owner_reviews": true,
          "dismissal_restrictions": {}
        },
        "required_status_checks": {
          "strict": true,
          "contexts": []
        },
        "enforce_admins": false
      }
    }
  ]
}

and the settings in GitHub is:

{
  "branches": [
    {
      "name": "master",
      "protection": {
        "url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection",
        "required_status_checks": {
          "url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection/required_status_checks",
          "strict": true,
          "contexts": [],
          "contexts_url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection/required_status_checks/contexts",
          "checks": []
        },
        "restrictions": {
          "url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection/restrictions",
          "users_url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection/restrictions/users",
          "teams_url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection/restrictions/teams",
          "apps_url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection/restrictions/apps",
          "users": [],
          "teams": [],
          "apps": []
        },
        "required_pull_request_reviews": {
          "url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection/required_pull_request_reviews",
          "dismiss_stale_reviews": true,
          "require_code_owner_reviews": true,
          "required_approving_review_count": 2,
          "dismissal_restrictions": {
            "url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection/dismissal_restrictions",
            "users_url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection/dismissal_restrictions/users",
            "teams_url": "https://api.github.com/repos/decyjphr-org/test/branches/develop/protection/dismissal_restrictions/teams",
            "users": [],
            "teams": []
          }
        },
        "required_signatures": false,
        "enforce_admins": false,
        "required_linear_history": false,
        "allow_force_pushes": {
          "enabled": false
        },
        "allow_deletions": false,
        "required_conversation_resolution": false
      }
    }
  ]
}

the results of comparison would be:

{
      "additions": {},
      "modifications": {
        "branches": [
          {
            "protection": {
              "required_pull_request_reviews": {
                "dismiss_stale_reviews": false
              }
            },
            "name": "master"
          }
        ]
      },
      "deletions": {},
      "hasChanges": true
    }

Schedule

The App can be configured to apply the settings on a schedule. This could be a way to address configuration drift since webhooks are not always guaranteed to be delivered.

To periodically converge the settings to the configuration, set the CRON environment variable. See Environment variables for more details.

Pull Request Workflow

Safe-settings explicitly looks in the admin repo in the organization for the settings files. The admin repo could be a restricted repository with branch protections and CODEOWNERS

In that set up, when changes happen to the settings files and there is a PR for merging the changes back to the default branch in the admin repo, safe-settings will run checks – which will run in nop mode and produce a report of the changes that would happen, including the API calls and the payload.

For e.g. If we have override validators that will fail if org-level branch protections are overridden at the repo or suborg level with a lesser number of required approvers, here is an screenshot of what users will see in the PR.

Note

If you don't want the PR message to have these details, they can be turned off with CREATE_PR_COMMENT. See Environment variables for more details.

Here is a screenshot of what the users will see in the checkrun page:

Error handling

The app creates a Check at the end of its processing to indicate if there were any errors. The Check is called safe-settings and corresponds to the latest commit on the default branch of the admin repo.

Here is an example of a checkrun result:

And the checkrun page will look like this:

The Settings Files

The settings files can be used to set the policies at the org, suborg or repo level.

The following can be configured:

Repository settings - home page, url, visibility, has_issues, has_projects, wikis, etc.
Default branch - naming and renaming
Topics
Custom properties
Teams and permissions
Collaborators and permissions
Issue labels
Milestones
Branch protections - if the name of the branch is default in the settings, it is applied to the default branch of the repo.
Autolinks
Repository name validation using regex pattern
Rulesets
Environments - wait timer, required reviewers, prevent self review, protected branches deployment branch policy, custom deployment branch policy, variables, deployment protection rules

Important

It is possible to provide an include or exclude settings to restrict the collaborators, teams, labels to a list of repos or exclude a set of repos for a collaborator. The include/exclude pattern can also be for glob. For e.g.:

teams:
  - name: Myteam-admins
    permission: admin
  - name: Myteam-developers
    permission: push
  - name: Other-team
    permission: push
    include:
      - '*-config'

Will only add Other-team to only *-config repos

See docs/sample-settings/settings.yml for a sample settings file.

Additional values

In addition to the values in the file above, the settings file can have some additional values:

force_create: This is set in the repo-level settings to force create the repo if the repo does not exist.
template: This is set in the repo-level settings, and is used with the force_create flag to use a specific repo template when creating the repo
suborgrepos: This is set in the suborg-level settings to define an array of repos. This field can also take a glob pattern to allow wild-card expression to specify repos in a suborg. For e.g. test* would include test, test1, testing, etc.
The suborgteams section contains a list of teams, and all the repos belonging to the teams would be part of the suborg

Environment variables

You can pass environment variables; the easiest way to do it is via a .env file.

CRON you can pass a cron input to run safe-settings at a regular schedule. This is based on node-cron. For eg.

# ┌────────────── second (optional)
# │ ┌──────────── minute
# │ │ ┌────────── hour
# │ │ │ ┌──────── day of month
# │ │ │ │ ┌────── month
# │ │ │ │ │ ┌──── day of week
# │ │ │ │ │ │
# │ │ │ │ │ │
# * * * * * *
CRON=* * * * * # Run every minute

Logging level can be set using LOG_LEVEL. For e.g.

LOG_LEVEL=trace

Configure the source repository using ADMIN_REPO (default is admin). For e.g.

ADMIN_REPO=safe-settings-config

Configure the config path using CONFIG_PATH (default is .github). For e.g.

CONFIG_PATH=.github

Configure the settings file path using SETTINGS_FILE_PATH (default is settings.yml). For e.g.

SETTINGS_FILE_PATH=settings.yml

Configure the deployment settings file path using DEPLOYMENT_CONFIG_FILE (default is deployment-settings.yml). For e.g.

DEPLOYMENT_CONFIG_FILE=deployment-settings.yml

Enable the pull request comment using ENABLE_PR_COMMENT (default is true). For e.g.

ENABLE_PR_COMMENT=true

Block repository renaming manually using BLOCK_REPO_RENAME_BY_HUMAN (default is false). For e.g.

BLOCK_REPO_RENAME_BY_HUMAN=true

Runtime Settings

Besides the above settings files, the application can be bootstrapped with runtime settings.
The runtime settings are configured in deployment-settings.yml that is in the directory from where the GitHub app is running.
Currently the only setting that is possible are restrictedRepos: [... ] which allows you to configure a list of repos within your org that are excluded from the settings. If the deployment-settings.yml is not present, the following repos are added by default to the restrictedrepos list: 'admin', '.github', 'safe-settings'

Notes

Label color can also start with #, e.g. color: '#F341B2'. Make sure to wrap it with quotes!
Each top-level element under branch protection must be filled (eg: required_pull_request_reviews, required_status_checks, enforce_admins and restrictions). If you don't want to use one of them you must set it to null (see comments in the example above). Otherwise, none of the settings will be applied.
The precedence order is repository > suborg > org (.github/repos/.yml > .github/suborgs/.yml > .github/settings.yml

How to use

Create an admin repo (or an alternative of your choosing) within your organization. Remember to set ADMIN_REPO if you choose something other than admin. See Environment variables for more details.
Add the settings for the org, suborgs, and repos. Sample files can be found here.
Deploy and install the app. Alternatively, the GitHub Actions Guide describes how to run safe-settings with GitHub Actions.

License

safe-settings is licensed under the ISC license

safe-settings uses 3rd party libraries, each with their own license. These are found here.

License

IAmHughes/safe-settings

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