core

README

This repository houses the core server and orchestration elements which are at the heart of the Openlane cloud service, which is targeted for public release towards mid-2025 - sign up for our waitlist to get access! Our initial featureset includes:

• Creation of new programs that include pre-built templates, controls, risks, etc., for standards like SOC2, ISO27001, NIST800-53, and more
• Automated Task assignments and configurable workflows with task reminders and escalation
• Evidence upload, approval processes, and other configurable automation to get you through your audits
• Robust user and group management with a myriad of RBAC controls / toggles to ensure individuals in your company see what they are supposed to see
• Multiple authentication methods and organization-level controls for authorized domains (with organization-wide SSO coming soon!)
• Automated domain scanning with assets and other resources created automatically for your approval
• Questionnaire creation, customization, and automation for easier internal and external interactions with your staff, auditors, and vendors
• Notification customizations, channel definitions, comments and histories on all your objects
• Easy to use documentation editors and storage for Policies and Procedures, or whatever documentation is needed .... and more!

We have our sights set on additional features such as:

• Trust Center and vanity domains
• Automated Evidence collection
• Continuous GRC features
• Vulnerability Management
• Source code scanning
• Internal training programs and tracking mechanisms

For more information or to learn about how to use the system, visit our docs page

Development

Dependencies

The vast majority of behaviors of the system can be turned on or off by updating the configuration parameters found in config; in some instances, we've made features or integrations with third party systems which are "always on", but we're happy to receive PR's wrapping those dependencies if you are interested in running the software without them!

Installing Dependencies

Setup Taskfile by following the instructions and using one of the various convenient package managers or installation scripts. After installation, you can then simply run task install to load the associated dependencies. Nearly everything in this repository assumes you already have a local golang environment setup so this is not included. Please see the associated documentation.

Installing the CLI

You can install the Openlane CLI by running brew install theopenlane/tap/openlane

Updating Configuration Settings

See the README in the config directory.

Starting the Server

1. Copy the config, this is in .gitignore so you do not have to worry about accidentally committing secrets

   cp ./config/config-dev.example.yaml ./config/.config.yaml
   

2. Update the configuration with whatever respective settings you desire; the defaults inside should allow you to run the server without a problem

3. Use the task commands to start the server

   Run the core server in development mode with dependencies in docker

   task run-dev
   

   Run fully in docker

   task docker:all:up
   

4. In a separate terminal, with the server running, you can create a verified test user by running:

   task cli:user:all
   

5. Once this command has finished ^, you can login and perform actions as user mitb@theopenlane.io with password mattisthebest1234

CSRF Tokens

The server enforces CSRF protection on all mutating requests. Clients must include a valid token in the X-CSRF-Token header. Existing client code can create a client with the CSRF Token using the following function. This function will grab a valid CSRF token from the /livez endpoint and send it for subsequent requests.

 client.ClientWithCSRFToken(ctx, opts...)

You can also manually call InitCSRF on the client:

ctx := context.Background()
if err := client.InitCSRF(ctx); err != nil {
    // handle error
}

The CLI has been updated to call ClientWithCSRFToken automatically, but other custom clients will need to adopt one of the approaches.

NOTE: Because the CSRF middleware stores the token only in the client’s cookie and not on the server, restarting the core server (or core server running in Kubernetes pods) does not invalidate the token. When the middleware receives a request, it checks the token in the csrf_token cookie against the X-CSRF-Token header. If the cookie is already present, that same token is used — no new token is generated. The token cookie persists until it expires (default 24h), so clients will continue to send the same value even if the server has restarted.

Therefore, rolling restarts on Kubernetes will not force new tokens to be issued and should not cause requests to fail, provided the client retains its CSRF cookie.

Creating Queries in GraphQL

The best method of forming / testing queries against the server is to run task docker:rover which will launch an interactive query UI.

If you are running the queries against your local repo, you will have CORS issues using the local running apollo. Instead, its recommended to use the apollo sandbox and ensure the following origin is allowed in your config/.config.yaml

server:
  cors:
    allowOrigins:
      - https://studio.apollographql.com

In the apollo settings you will need to configure your connection settings:

1. Endpoint: http://localhost:17608/query
2. Shared Headers: Authorization Bearer tolp_REDCATED

You can obtain a local personal access token or api token against your local api by running:

task cli:token:create

task cli:pat:create

These are also created automatically when you setup the test user using task cli:user:all

OpenFGA Playground

You can load up a local openFGA environment with the compose setup in this repository; task fga:up - this will launch an interactive playground where you can model permissions model(s) or changes to the models

Windill

We use Windmill to run automated scripts periodically amongst others. You can load up a local instance by running task docker:windmill:up. This will launch the Windmill UI console where you can manage your tokens and/or workspaces

Creating a new Schema

To ease the effort required to add additional schemas into the system a template + task function has been created. This isn't doing anything terribly complex, but it's attempting to ensure you have the minimum set of required things needed to create a schema - most notably: you need to ensure the IDMixin is present (otherwise you will get ID type conflicts) and a standard set of schema annotations.

NOTE: you still have to make intelligent decisions around things like the presence / integration of hooks, interceptors, policies, etc. This is saving you about 10 seconds of copy-paste, so don't over estimate the automation, here.

To generate a new schema, you can run task newschema -- [yourschemaname] where you replace the name within []. Please be sure to note that this isn't a command line flag so there's a space between -- and the name.

Migrations

We use atlas and goose to create and manage our DB migrations - you can trigger one via task atlas:create and that will generate the necessary migrations. There should be a new migration file created in db/migrations and db/migrations-goose-postgres. On every PR, the Atlas integration also creates comments with any issues related to the schema changes / migrations.

Deploying

The only "supported" method of deploying today is locally, but we have a WIP Helm chart which can be found here

Contributing

See the contributing guide for more information.

UI

We have additionally open-sourced the Openlane UI and you can run / use this technology locally (or host it on your own servers) but we have not undergone efforts to ensure things such as links to our Terms of Service or Privacy policy, or other proprietary branding or assets owned by theopenlane, Inc., are fully configurable or removable.

Features

At it's core, this repo is a collection of services built on top of an entity framework which allows us to:

• Model database schemas as graph structures
• Define schemas as programmatic go code
• Execute complex database queries and graph traversals easily
• Extend and customize using templates and code generation utilities
• Type-safe resolvers and GraphQL schema stitching
• Code generated audit / history tables for defined schemas

On top of this powerful core we also have an incredible amount of pluggable, extensible services:

• Authentication: we today support password, OAuth2 / Social login providers (Github, Google), Passkeys as well as standard OIDC Discovery flows (NOTE: you will need to create your own github or google client secrets and leverage them to take advantage of this capability)
• Multi-factor: built-in 2FA mechanisms, TOTP
• Authorization: extensible and flexible permissions constructs via openFGA based on Google Zanzibar
• Session Management: built-in session management with JWKS key validation, encrypted cookies and sessions
• Robust Middleware: cache control, CORS, Rate Limiting, transaction rollbacks, and more
• Queuing and Scheduling: Task management and scheduling with riverqueue
• External Storage Providers: store data in AWS S3, Google GCS, or locally
• External Database Providers: Leverage NeonDB, or other PostgreSQL compatible vendors and libraries
• Data Isolation and Management: Hierarchal organizations and granular permissions controls

Sponsoring

If any of our code or projects have helped you or you just want to help us out, we massively appreciate a sponsorship on our github project of any level!

Documentation

Overview

package main is the entry point