Add support for skipping CLA requirement for bots

README.md

@@ -61,6 +61,10 @@ The following diagram explains the EasyCLA architecture.
 
 ![CLA Architecture](.gitbook/assets/easycla-architecture-overview.png)
 
+## Bot Whitelisting
+
+For whitelisting bots please see the [Whitelisting Bots](WHITELISTING_BOTS.md) documentation.
+
 ## EasyCLA Release Process
 
 The following diagram illustrates the EasyCLA release process:

WHITELISTING_BOTS.md

@@ -0,0 +1,170 @@
+## Whitelisting Bots
+
+You can allow specific bot users to automatically pass the CLA check.
+
+This can be done on the GitHub organization level by setting the `skip_cla` property on `cla-{stage}-github-orgs` DynamoDB table.
+
+Replace `{stage}` with either `dev` or `prod`.
+
+This property is a Map attribute that contains mapping from repository pattern to bot username (GitHub login), email and name pattern.
+
+Example `username/login` is `lukaszgryglicki` (like any `username/login` that can be accessed via `https://github.com/username`).
+
+Example name is `"Lukasz Gryglicki"`.
+
+Email pattern and name pattern are optional and `*` is assumed for them if not specified.
+
+Each pattern is a string and can be one of three possible types (and are checked tin this order):
+- `"name"` - exact match for repository name, GitHub login/username, email address, GitHub name.
+- `"re:regexp"` - regular expression match for repository name, GitHub username, or email address.
+- `"*"` - matches all.
+
+So the format is like `"repository_pattern": "github_username_pattern;email_pattern;name_pattern"`. `;` is used as a separator.
+
+You can also specify multiple patterns so different set is used for multiple users - in such case configuration must start with `[`, end with `]` and be `||` separated.
+
+For example: `"[copilot-swe-agent[bot];*;*||re:(?i)^l(ukasz)?gryglicki$;*;re:Gryglicki]"`.
+
+Full format is like `"repository_pattern": "[github_username_pattern;email_pattern;name_pattern||..]"`.
+
+Other complex example: `"re:(?i)^repo\d*$": "[veerendra||re:(?i)^l(ukasz)?gryglicki$;[email protected]||*;*;Lukasz Gryglicki]"`.
+
+This matches one of:
+- GitHub username/login `veerendra` no matter the email and name.
+- GitHub username/login like lgryglicki, LukaszGryglicki and similar with email [email protected], name doesn't matter.
+- GitHub name "Lukasz Gryglicki" email and username/login doesn't matter.
+
+There can be multiple entries under one Github Organization DynamoDB entry.
+
+Example:
+```
+{
+(...)
+    "organization_name": {
+      "S": "linuxfoundation"
+    },
+    "skip_cla": {
+      "M": {
+        "*": {
+          "S": "copilot-swe-agent[bot];re:^\\d+\\+Copilot@users\\.noreply\\.github\\.com$;*"
+        },
+        "re:(?i)^repo[0-9]+$": {
+          "S": "re:vee?rendra;*;*"
+        }
+      }
+    },
+(...)
+}
+```
+
+Algorithm to match pattern is as follows:
+- First we check repository name for exact match. Repository name is without the organization name, so for `https://github.com/linuxfoundation/easycla` it is just `easycla`. If we find an entry in `skip_cla` for `easycla` that entry is used and we stop searching.
+- If no exact match is found, we check for regular expression match. Only keys starting with `re:` are considered. If we find a match, we use that entry and stop searching.
+- If no match is found, we check for `*` entry. If it exists, we use that entry and stop searching.
+- If no match is found, we don't skip CLA check.
+- Now when we have the entry, it is in the following format: `github_username_pattern;email_pattern;name_pattern` or `"[github_username_pattern;email_pattern;name_pattern||...]" (array)`.
+- We check GitHub username/login, email address and name against the patterns. Algorithm is the same - username, email and name patterns can be either direct match or `re:regexp` or `*`.
+- If username, email and name match the patterns, we skip CLA check. If username or email or name is not set but the pattern is `*` it means hit.
+- So setting pattern to `username_pattern;*;*` or `username_pattern` (which is equivalent) means that we only check for username match and assume all emails and names are valid.
+- Any actor that matches any of the entries in the array will be skipped (logical OR).
+- If we set `repo_pattern` to `*` it means that this configuration applies to all repositories in the organization. If there are also specific repository patterns, they will be used instead of `*` (fallback for all).
+
+
+There is a script that allows you to update the `skip_cla` property in the DynamoDB table. It is located in `utils/skip_cla_entry.sh`. You can run it like this:
+- `` MODE=mode ./utils/skip_cla_entry.sh 'org-name' 'repo-pattern' 'github-username-pattern;email-pattern;name_pattern' ``.
+- `` MODE=add-key ./utils/skip_cla_entry.sh 'sun-test-org' '*' 'copilot-swe-agent[bot];*;*' ``.
+- Complex example: `` MODE=add-key ./utils/skip_cla_entry.sh 'sun-test-org' 're:(?i)^repo[0-9]+$' '[re:(?i)^l(ukasz)?gryglicki$;re:(?i)^l(ukasz)?gryglicki@;*||copilot-swe-agent[bot]]' ``.
+
+`MODE` can be one of:
+- `put-item`: Overwrites/adds the entire `skip_cla` property. Needs all 3 arguments org, repo, and pattern.
+- `add-key`: Adds or updates a key/value inside the `skip_cla` map (preserves other keys). Needs all 3 args.
+- `delete-key`: Removes a key from the `skip_cla` map. Needs 2 arguments: org and repo.
+- `delete-item`: Deletes the entire `skip_cla` from the item. Needs 1 argument: org.
+
+
+You can also use AWS CLI to update the `skip_cla` property. Here is an example command:
+
+To add a new `skip_cla` entry:
+
+```
+aws --profile "lfproduct-prod" --region "us-east-1" dynamodb update-item \
+  --table-name "cla-prod-github-orgs" \
+  --key '{"organization_name": {"S": "linuxfoundation"}}' \
+  --update-expression 'SET skip_cla = :val' \
+  --expression-attribute-values '{":val": {"M": {"re:^easycla":{"S":"copilot-swe-agent[bot];*;*"}}}}'
+```
+
+To add a new key to an existing `skip_cla` entry (or replace the existing key):
+
+```
+aws --profile "lfproduct-prod" --region "us-east-1" dynamodb update-item \
+  --table-name "cla-prod-github-orgs" \
+  --key '{"organization_name": {"S": "linuxfoundation"}}' \
+  --update-expression "SET skip_cla.#repo = :val" \
+  --expression-attribute-names '{"#repo": "re:^easycla"}' \
+  --expression-attribute-values '{":val": {"S": "copilot-swe-agent[bot]"}}'
+```
+
+To delete a key from an existing `skip_cla` entry:
+
+```
+aws --profile "lfproduct-prod" --region "us-east-1" dynamodb update-item \
+  --table-name "cla-prod-github-orgs" \
+  --key '{"organization_name": {"S": "linuxfoundation"}}' \
+  --update-expression "REMOVE skip_cla.#repo" \
+  --expression-attribute-names '{"#repo": "re:^easycla"}'
+```
+
+To delete the entire `skip_cla` entry:
+
+```
+aws --profile "lfproduct-prod" --region "us-east-1" dynamodb update-item \
+  --table-name "cla-prod-github-orgs" \
+  --key '{"organization_name": {"S": "linuxfoundation"}}' \
+  --update-expression "REMOVE skip_cla"
+```
+
+To see given organization's entry: `./utils/scan.sh github-orgs organization_name sun-test-org`.
+
+Or using AWS CLI:
+
+```
+aws --profile "lfproduct-prod" dynamodb scan --table-name "cla-prod-github-orgs" --filter-expression "contains(organization_name,:v)" --expression-attribute-values "{\":v\":{\"S\":\"linuxfoundation\"}}" --max-items 100 | jq -r '.Items'
+```
+
+To check for log entries related to skipping CLA check, you can use the following command: `` STAGE=dev DTFROM='1 hour ago' DTTO='1 second ago' ./utils/search_aws_log_group.sh 'cla-backend-dev-githubactivity' 'skip_cla' ``.
+
+# Example setup on prod
+
+To add first `skip_cla` value for an organization:
+```
+aws --profile lfproduct-prod --region us-east-1 dynamodb update-item --table-name "cla-prod-github-orgs" --key '{"organization_name": {"S": "open-telemetry"}}' --update-expression 'SET skip_cla = :val' --expression-attribute-values '{":val": {"M": {"otel-arrow":{"S":"copilot-swe-agent[bot];re:^\\d+\\+Copilot@users\\.noreply\\.github\\.com$;*"}}}}'
+aws --profile lfproduct-prod --region us-east-1 dynamodb update-item --table-name "cla-prod-github-orgs" --key '{"organization_name": {"S": "openfga"}}' --update-expression 'SET skip_cla = :val' --expression-attribute-values '{":val": {"M": {"vscode-ext":{"S":"copilot-swe-agent[bot];re:^\\d+\\+Copilot@users\\.noreply\\.github\\.com$;*"}}}}'
+```
+
+To add additional repositories entries without overwriting the existing `skip_cla` value:
+```
+aws --profile lfproduct-prod --region us-east-1 dynamodb update-item --table-name "cla-prod-github-orgs" --key '{"organization_name": {"S": "open-telemetry"}}' --update-expression 'SET skip_cla.#repo = :val' --expression-attribute-names '{"#repo": "*"}' --expression-attribute-values '{":val": {"S": "copilot-swe-agent[bot];re:^\\d+\\+Copilot@users\\.noreply\\.github\\.com$;*"}}'
+aws --profile lfproduct-prod --region us-east-1 dynamodb update-item --table-name "cla-prod-github-orgs" --key '{"organization_name": {"S": "openfga"}}' --update-expression 'SET skip_cla.#repo = :val' --expression-attribute-names '{"#repo": "*"}' --expression-attribute-values '{":val": {"S": "copilot-swe-agent[bot];re:^\\d+\\+Copilot@users\\.noreply\\.github\\.com$;*"}}'
+```
+
+To delete a specific repo entry from `skip_cla`:
+```
+aws --profile "lfproduct-prod" --region "us-east-1" dynamodb update-item --table-name "cla-prod-github-orgs" --key '{"organization_name": {"S": "open-telemetry"}}' --update-expression 'REMOVE skip_cla.#repo' --expression-attribute-names '{"#repo": "*"}'
+aws --profile "lfproduct-prod" --region "us-east-1" dynamodb update-item --table-name "cla-prod-github-orgs" --key '{"organization_name": {"S": "openfga"}}' --update-expression 'REMOVE skip_cla.#repo' --expression-attribute-names '{"#repo": "*"}'
+```
+
+To delete the entire `skip_cla` attribute:
+```
+aws --profile "lfproduct-prod" --region "us-east-1" dynamodb update-item --table-name "cla-prod-github-orgs" --key '{"organization_name": {"S": "open-telemetry"}}' --update-expression 'REMOVE skip_cla'
+aws --profile "lfproduct-prod" --region "us-east-1" dynamodb update-item --table-name "cla-prod-github-orgs" --key '{"organization_name": {"S": "openfga"}}' --update-expression 'REMOVE skip_cla'
+```
+
+To check values:
+```
+aws --profile "lfproduct-prod" dynamodb scan --table-name "cla-prod-github-orgs" --filter-expression "contains(organization_name,:v)" --expression-attribute-values "{\":v\":{\"S\":\"open-telemetry\"}}" --max-items 100 | jq -r '.Items'
+aws --profile "lfproduct-prod" dynamodb scan --table-name "cla-prod-github-orgs" --filter-expression "contains(organization_name,:v)" --expression-attribute-values "{\":v\":{\"S\":\"openfga\"}}" --max-items 100 | jq -r '.Items'
+aws --profile "lfproduct-prod" dynamodb scan --table-name "cla-prod-github-orgs" --filter-expression "contains(organization_name,:v)" --expression-attribute-values "{\":v\":{\"S\":\"open-telemetry\"}}" --max-items 100 | jq -r '.Items[0].skip_cla.M["otel-arrow"]["S"]'
+aws --profile "lfproduct-prod" dynamodb scan --table-name "cla-prod-github-orgs" --filter-expression "contains(organization_name,:v)" --expression-attribute-values "{\":v\":{\"S\":\"openfga\"}}" --max-items 100 | jq -r '.Items[0].skip_cla.M["vscode-ext"]["S"]'
+```
+

cla-backend-go/events/event_data.go

@@ -457,6 +457,23 @@ type CorporateSignatureSignedEventData struct {
 	SignatoryName string
 }
 
+// BypassCLAEventData event data model
+type BypassCLAEventData struct {
+	Repo   string
+	Config string
+	Actor  string
+}
+
+func (ed *BypassCLAEventData) GetEventDetailsString(args *LogEventArgs) (string, bool) {
+	data := fmt.Sprintf("repo='%s', config='%s', actor='%s'", ed.Repo, ed.Config, ed.Actor)
+	return data, true
+}
+
+func (ed *BypassCLAEventData) GetEventSummaryString(args *LogEventArgs) (string, bool) {
+	data := fmt.Sprintf("repo='%s', config='%s', actor='%s'", ed.Repo, ed.Config, ed.Actor)
+	return data, true
+}
+
 func (ed *CorporateSignatureSignedEventData) GetEventDetailsString(args *LogEventArgs) (string, bool) {
 	data := fmt.Sprintf("The signature was signed for the project %s and company %s by %s", args.ProjectName, ed.CompanyName, ed.SignatoryName)
 	if args.UserName != "" {

cla-backend-go/events/event_types.go

@@ -99,4 +99,6 @@ const (
 
 	IndividualSignatureSigned = "individual.signature.signed"
 	CorporateSignatureSigned  = "corporate.signature.signed"
+
+	BypassCLA = "Bypass CLA"
 )