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Diffstat (limited to 'v1.101/development')
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diff --git a/v1.101/development/cas.html b/v1.101/development/cas.html new file mode 100644 index 0000000000..d2936b41e6 --- /dev/null +++ b/v1.101/development/cas.html @@ -0,0 +1,266 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>CAS - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../favicon.svg"> + <link rel="shortcut icon" href="../favicon.png"> + <link rel="stylesheet" href="../css/variables.css"> + <link rel="stylesheet" href="../css/general.css"> + <link rel="stylesheet" href="../css/chrome.css"> + <link rel="stylesheet" href="../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../highlight.css"> + <link rel="stylesheet" href="../tomorrow-night.css"> + <link rel="stylesheet" href="../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? "navy" : "light"; + </script> + + <!-- Work around some values being stored in localStorage wrapped in quotes --> + <script type="text/javascript"> + try { + var theme = localStorage.getItem('mdbook-theme'); + var sidebar = localStorage.getItem('mdbook-sidebar'); + if (theme.startsWith('"') && theme.endsWith('"')) { + localStorage.setItem('mdbook-theme', theme.slice(1, theme.length - 1)); + } + if (sidebar.startsWith('"') && sidebar.endsWith('"')) { + localStorage.setItem('mdbook-sidebar', sidebar.slice(1, sidebar.length - 1)); + } + } catch (e) { } + </script> + + <!-- Set the theme before any content is loaded, prevents flash --> + <script type="text/javascript"> + var theme; + try { theme = localStorage.getItem('mdbook-theme'); } catch(e) { } + if (theme === null || theme === undefined) { theme = default_theme; } + var html = document.querySelector('html'); + html.classList.remove('no-js') + html.classList.remove('light') + html.classList.add(theme); + html.classList.add('js'); + </script> + + <!-- Hide / unhide sidebar before it is displayed --> + <script type="text/javascript"> + var html = document.querySelector('html'); + var sidebar = 'hidden'; + if (document.body.clientWidth >= 1080) { + try { sidebar = localStorage.getItem('mdbook-sidebar'); } catch(e) { } + sidebar = sidebar || 'visible'; + } + html.classList.remove('sidebar-visible'); + html.classList.add("sidebar-" + sidebar); + </script> + + <nav id="sidebar" class="sidebar" aria-label="Table of contents"> + <div class="sidebar-scrollbox"> + <ol class="chapter"><li class="chapter-item expanded affix "><li class="part-title">Introduction</li><li class="chapter-item expanded "><a href="../welcome_and_overview.html">Welcome and Overview</a></li><li class="chapter-item expanded affix "><li class="part-title">Setup</li><li class="chapter-item expanded "><a href="../setup/installation.html">Installation</a></li><li class="chapter-item expanded "><a href="../postgres.html">Using Postgres</a></li><li class="chapter-item expanded "><a href="../reverse_proxy.html">Configuring a Reverse Proxy</a></li><li class="chapter-item expanded "><a href="../setup/forward_proxy.html">Configuring a Forward/Outbound Proxy</a></li><li class="chapter-item expanded "><a href="../turn-howto.html">Configuring a Turn Server</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../setup/turn/coturn.html">coturn TURN server</a></li><li class="chapter-item expanded "><a href="../setup/turn/eturnal.html">eturnal TURN server</a></li></ol></li><li class="chapter-item expanded "><a href="../delegate.html">Delegation</a></li><li class="chapter-item expanded affix "><li class="part-title">Upgrading</li><li class="chapter-item expanded "><a href="../upgrade.html">Upgrading between Synapse Versions</a></li><li class="chapter-item expanded affix "><li class="part-title">Usage</li><li class="chapter-item expanded "><a href="../federate.html">Federation</a></li><li class="chapter-item expanded "><a href="../usage/configuration/index.html">Configuration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/configuration/config_documentation.html">Configuration Manual</a></li><li class="chapter-item expanded "><a href="../usage/configuration/homeserver_sample_config.html">Homeserver Sample Config File</a></li><li class="chapter-item expanded "><a href="../usage/configuration/logging_sample_config.html">Logging Sample Config File</a></li><li class="chapter-item expanded "><a href="../structured_logging.html">Structured Logging</a></li><li class="chapter-item expanded "><a href="../templates.html">Templates</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/index.html">User Authentication</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/index.html">Single-Sign On</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../openid.html">OpenID Connect</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/saml.html">SAML</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/cas.html">CAS</a></li><li class="chapter-item expanded "><a href="../sso_mapping_providers.html">SSO Mapping Providers</a></li></ol></li><li class="chapter-item expanded "><a href="../password_auth_providers.html">Password Auth Providers</a></li><li class="chapter-item expanded "><a href="../jwt.html">JSON Web Tokens</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/refresh_tokens.html">Refresh Tokens</a></li></ol></li><li class="chapter-item expanded "><a href="../CAPTCHA_SETUP.html">Registration Captcha</a></li><li class="chapter-item expanded "><a href="../application_services.html">Application Services</a></li><li class="chapter-item expanded "><a href="../server_notices.html">Server Notices</a></li><li class="chapter-item expanded "><a href="../consent_tracking.html">Consent Tracking</a></li><li class="chapter-item expanded "><a href="../user_directory.html">User Directory</a></li><li class="chapter-item expanded "><a href="../message_retention_policies.html">Message Retention Policies</a></li><li class="chapter-item expanded "><a href="../modules/index.html">Pluggable Modules</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../modules/writing_a_module.html">Writing a module</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../modules/spam_checker_callbacks.html">Spam checker callbacks</a></li><li class="chapter-item expanded "><a href="../modules/third_party_rules_callbacks.html">Third-party rules callbacks</a></li><li class="chapter-item expanded "><a href="../modules/presence_router_callbacks.html">Presence router callbacks</a></li><li class="chapter-item expanded "><a href="../modules/account_validity_callbacks.html">Account validity callbacks</a></li><li class="chapter-item expanded "><a href="../modules/password_auth_provider_callbacks.html">Password auth provider callbacks</a></li><li class="chapter-item expanded "><a href="../modules/background_update_controller_callbacks.html">Background update controller callbacks</a></li><li class="chapter-item expanded "><a href="../modules/account_data_callbacks.html">Account data callbacks</a></li><li class="chapter-item expanded "><a href="../modules/add_extra_fields_to_client_events_unsigned.html">Add extra fields to client events unsigned section callbacks</a></li><li class="chapter-item expanded "><a href="../modules/porting_legacy_module.html">Porting a legacy module to the new interface</a></li></ol></li></ol></li><li class="chapter-item expanded "><a href="../workers.html">Workers</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../synctl_workers.html">Using synctl with Workers</a></li><li class="chapter-item expanded "><a href="../systemd-with-workers/index.html">Systemd</a></li></ol></li></ol></li><li class="chapter-item expanded "><a href="../usage/administration/index.html">Administration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/administration/admin_api/index.html">Admin API</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../admin_api/account_validity.html">Account Validity</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/background_updates.html">Background Updates</a></li><li class="chapter-item expanded "><a href="../admin_api/event_reports.html">Event Reports</a></li><li class="chapter-item expanded "><a href="../admin_api/experimental_features.html">Experimental Features</a></li><li class="chapter-item expanded "><a href="../admin_api/media_admin_api.html">Media</a></li><li class="chapter-item expanded "><a href="../admin_api/purge_history_api.html">Purge History</a></li><li class="chapter-item expanded "><a href="../admin_api/register_api.html">Register Users</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/registration_tokens.html">Registration Tokens</a></li><li class="chapter-item expanded "><a href="../admin_api/room_membership.html">Manipulate Room Membership</a></li><li class="chapter-item expanded "><a href="../admin_api/rooms.html">Rooms</a></li><li class="chapter-item expanded "><a href="../admin_api/server_notices.html">Server Notices</a></li><li class="chapter-item expanded "><a href="../admin_api/statistics.html">Statistics</a></li><li class="chapter-item expanded "><a href="../admin_api/user_admin_api.html">Users</a></li><li class="chapter-item expanded "><a href="../admin_api/version_api.html">Server Version</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/federation.html">Federation</a></li></ol></li><li class="chapter-item expanded "><a href="../manhole.html">Manhole</a></li><li class="chapter-item expanded "><a href="../metrics-howto.html">Monitoring</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/administration/monitoring/reporting_homeserver_usage_statistics.html">Reporting Homeserver Usage Statistics</a></li></ol></li><li class="chapter-item expanded "><a href="../usage/administration/monthly_active_users.html">Monthly Active Users</a></li><li class="chapter-item expanded "><a href="../usage/administration/understanding_synapse_through_grafana_graphs.html">Understanding Synapse Through Grafana Graphs</a></li><li class="chapter-item expanded "><a href="../usage/administration/useful_sql_for_admins.html">Useful SQL for Admins</a></li><li class="chapter-item expanded "><a href="../usage/administration/database_maintenance_tools.html">Database Maintenance Tools</a></li><li class="chapter-item expanded "><a href="../usage/administration/state_groups.html">State Groups</a></li><li class="chapter-item expanded "><a href="../usage/administration/request_log.html">Request log format</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_faq.html">Admin FAQ</a></li><li class="chapter-item expanded "><div>Scripts</div></li></ol></li><li class="chapter-item expanded "><li class="part-title">Development</li><li class="chapter-item expanded "><a href="../development/contributing_guide.html">Contributing Guide</a></li><li class="chapter-item expanded "><a href="../code_style.html">Code Style</a></li><li class="chapter-item expanded "><a href="../development/reviews.html">Reviewing Code</a></li><li class="chapter-item expanded "><a href="../development/releases.html">Release Cycle</a></li><li class="chapter-item expanded "><a href="../development/git.html">Git Usage</a></li><li class="chapter-item expanded "><div>Testing</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../development/demo.html">Demo scripts</a></li></ol></li><li class="chapter-item expanded "><a href="../opentracing.html">OpenTracing</a></li><li class="chapter-item expanded "><a href="../development/database_schema.html">Database Schemas</a></li><li class="chapter-item expanded "><a href="../development/experimental_features.html">Experimental features</a></li><li class="chapter-item expanded "><a href="../development/dependencies.html">Dependency management</a></li><li class="chapter-item expanded "><div>Synapse Architecture</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../development/synapse_architecture/cancellation.html">Cancellation</a></li><li class="chapter-item expanded "><a href="../log_contexts.html">Log Contexts</a></li><li class="chapter-item expanded "><a href="../replication.html">Replication</a></li><li class="chapter-item expanded "><a href="../development/synapse_architecture/streams.html">Streams</a></li><li class="chapter-item expanded "><a href="../tcp_replication.html">TCP Replication</a></li><li class="chapter-item expanded "><a href="../development/synapse_architecture/faster_joins.html">Faster remote joins</a></li></ol></li><li class="chapter-item expanded "><a href="../development/internal_documentation/index.html">Internal Documentation</a></li><li><ol class="section"><li class="chapter-item expanded "><div>Single Sign-On</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../development/saml.html">SAML</a></li><li class="chapter-item expanded "><a href="../development/cas.html" class="active">CAS</a></li></ol></li><li class="chapter-item expanded "><a href="../development/room-dag-concepts.html">Room DAG concepts</a></li><li class="chapter-item expanded "><div>State Resolution</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../auth_chain_difference_algorithm.html">The Auth Chain Difference Algorithm</a></li></ol></li><li class="chapter-item expanded "><a href="../media_repository.html">Media Repository</a></li><li class="chapter-item expanded "><a href="../room_and_user_statistics.html">Room and User Statistics</a></li></ol></li><li class="chapter-item expanded "><div>Scripts</div></li><li class="chapter-item expanded affix "><li class="part-title">Other</li><li class="chapter-item expanded "><a href="../deprecation_policy.html">Dependency Deprecation Policy</a></li><li class="chapter-item expanded "><a href="../other/running_synapse_on_single_board_computers.html">Running Synapse on a Single-Board Computer</a></li></ol> + </div> + <div id="sidebar-resize-handle" class="sidebar-resize-handle"></div> + </nav> + + <div id="page-wrapper" class="page-wrapper"> + + <div class="page"> + <div id="menu-bar-hover-placeholder"></div> + <div id="menu-bar" class="menu-bar sticky bordered"> + <div 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+ document.getElementById('sidebar').setAttribute('aria-hidden', sidebar !== 'visible'); + Array.from(document.querySelectorAll('#sidebar a')).forEach(function(link) { + link.setAttribute('tabIndex', sidebar === 'visible' ? 0 : -1); + }); + </script> + + <div id="content" class="content"> + <main> + <!-- Page table of contents --> + <div class="sidetoc"> + <nav class="pagetoc"></nav> + </div> + + <h1 id="how-to-test-cas-as-a-developer-without-a-server"><a class="header" href="#how-to-test-cas-as-a-developer-without-a-server">How to test CAS as a developer without a server</a></h1> +<p>The <a href="https://github.com/jbittel/django-mama-cas">django-mama-cas</a> project is an +easy to run CAS implementation built on top of Django.</p> +<h2 id="prerequisites"><a class="header" href="#prerequisites">Prerequisites</a></h2> +<ol> +<li>Create a new virtualenv: <code>python3 -m venv <your virtualenv></code></li> +<li>Activate your virtualenv: <code>source /path/to/your/virtualenv/bin/activate</code></li> +<li>Install Django and django-mama-cas: +<pre><code class="language-sh">python -m pip install "django<3" "django-mama-cas==2.4.0" +</code></pre> +</li> +<li>Create a Django project in the current directory: +<pre><code class="language-sh">django-admin startproject cas_test . +</code></pre> +</li> +<li>Follow the <a href="https://django-mama-cas.readthedocs.io/en/latest/installation.html#configuring">install directions</a> for django-mama-cas</li> +<li>Setup the SQLite database: <code>python manage.py migrate</code></li> +<li>Create a user: +<pre><code class="language-sh">python manage.py createsuperuser +</code></pre> +<ol> +<li>Use whatever you want as the username and password.</li> +<li>Leave the other fields blank.</li> +</ol> +</li> +<li>Use the built-in Django test server to serve the CAS endpoints on port 8000: +<pre><code class="language-sh">python manage.py runserver +</code></pre> +</li> +</ol> +<p>You should now have a Django project configured to serve CAS authentication with +a single user created.</p> +<h2 id="configure-synapse-and-element-to-use-cas"><a class="header" href="#configure-synapse-and-element-to-use-cas">Configure Synapse (and Element) to use CAS</a></h2> +<ol> +<li>Modify your <code>homeserver.yaml</code> to enable CAS and point it to your locally +running Django test server: +<pre><code class="language-yaml">cas_config: + enabled: true + server_url: "http://localhost:8000" + service_url: "http://localhost:8081" + #displayname_attribute: name + #required_attributes: + # name: value +</code></pre> +</li> +<li>Restart Synapse.</li> +</ol> +<p>Note that the above configuration assumes the homeserver is running on port 8081 +and that the CAS server is on port 8000, both on localhost.</p> +<h2 id="testing-the-configuration"><a class="header" href="#testing-the-configuration">Testing the configuration</a></h2> +<p>Then in Element:</p> +<ol> +<li>Visit the login page with a Element pointing at your homeserver.</li> +<li>Click the Single Sign-On button.</li> +<li>Login using the credentials created with <code>createsuperuser</code>.</li> +<li>You should be logged in.</li> +</ol> +<p>If you want to repeat this process you'll need to manually logout first:</p> +<ol> +<li>http://localhost:8000/admin/</li> +<li>Click "logout" in the top right.</li> +</ol> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../development/saml.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/room-dag-concepts.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../development/saml.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/room-dag-concepts.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; 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</script> + + <!-- Hide / unhide sidebar before it is displayed --> + <script type="text/javascript"> + var html = document.querySelector('html'); + var sidebar = 'hidden'; + if (document.body.clientWidth >= 1080) { + try { sidebar = localStorage.getItem('mdbook-sidebar'); } catch(e) { } + sidebar = sidebar || 'visible'; + } + html.classList.remove('sidebar-visible'); + html.classList.add("sidebar-" + sidebar); + </script> + + <nav id="sidebar" class="sidebar" aria-label="Table of contents"> + <div class="sidebar-scrollbox"> + <ol class="chapter"><li class="chapter-item expanded affix "><li class="part-title">Introduction</li><li class="chapter-item expanded "><a href="../welcome_and_overview.html">Welcome and Overview</a></li><li class="chapter-item expanded affix "><li class="part-title">Setup</li><li class="chapter-item expanded "><a href="../setup/installation.html">Installation</a></li><li class="chapter-item expanded "><a href="../postgres.html">Using Postgres</a></li><li class="chapter-item expanded "><a href="../reverse_proxy.html">Configuring a Reverse Proxy</a></li><li class="chapter-item expanded "><a href="../setup/forward_proxy.html">Configuring a Forward/Outbound Proxy</a></li><li class="chapter-item expanded "><a href="../turn-howto.html">Configuring a Turn Server</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../setup/turn/coturn.html">coturn TURN server</a></li><li class="chapter-item expanded "><a href="../setup/turn/eturnal.html">eturnal TURN server</a></li></ol></li><li class="chapter-item expanded "><a href="../delegate.html">Delegation</a></li><li class="chapter-item expanded affix "><li class="part-title">Upgrading</li><li class="chapter-item expanded "><a href="../upgrade.html">Upgrading between Synapse Versions</a></li><li class="chapter-item expanded affix "><li class="part-title">Usage</li><li class="chapter-item expanded "><a href="../federate.html">Federation</a></li><li class="chapter-item expanded "><a href="../usage/configuration/index.html">Configuration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/configuration/config_documentation.html">Configuration Manual</a></li><li class="chapter-item expanded "><a href="../usage/configuration/homeserver_sample_config.html">Homeserver Sample Config File</a></li><li class="chapter-item expanded "><a href="../usage/configuration/logging_sample_config.html">Logging Sample Config File</a></li><li class="chapter-item expanded "><a href="../structured_logging.html">Structured Logging</a></li><li class="chapter-item expanded "><a href="../templates.html">Templates</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/index.html">User Authentication</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/index.html">Single-Sign On</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../openid.html">OpenID Connect</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/saml.html">SAML</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/cas.html">CAS</a></li><li class="chapter-item expanded "><a href="../sso_mapping_providers.html">SSO Mapping Providers</a></li></ol></li><li class="chapter-item expanded "><a href="../password_auth_providers.html">Password Auth Providers</a></li><li class="chapter-item expanded "><a href="../jwt.html">JSON Web Tokens</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/refresh_tokens.html">Refresh Tokens</a></li></ol></li><li class="chapter-item expanded "><a href="../CAPTCHA_SETUP.html">Registration Captcha</a></li><li class="chapter-item expanded "><a href="../application_services.html">Application Services</a></li><li class="chapter-item expanded "><a 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Workers</a></li><li class="chapter-item expanded "><a href="../systemd-with-workers/index.html">Systemd</a></li></ol></li></ol></li><li class="chapter-item expanded "><a href="../usage/administration/index.html">Administration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/administration/admin_api/index.html">Admin API</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../admin_api/account_validity.html">Account Validity</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/background_updates.html">Background Updates</a></li><li class="chapter-item expanded "><a href="../admin_api/event_reports.html">Event Reports</a></li><li class="chapter-item expanded "><a href="../admin_api/experimental_features.html">Experimental Features</a></li><li class="chapter-item expanded "><a href="../admin_api/media_admin_api.html">Media</a></li><li class="chapter-item expanded "><a href="../admin_api/purge_history_api.html">Purge History</a></li><li class="chapter-item expanded "><a href="../admin_api/register_api.html">Register Users</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/registration_tokens.html">Registration Tokens</a></li><li class="chapter-item expanded "><a href="../admin_api/room_membership.html">Manipulate Room Membership</a></li><li class="chapter-item expanded "><a href="../admin_api/rooms.html">Rooms</a></li><li class="chapter-item expanded "><a href="../admin_api/server_notices.html">Server Notices</a></li><li class="chapter-item expanded "><a href="../admin_api/statistics.html">Statistics</a></li><li class="chapter-item expanded "><a href="../admin_api/user_admin_api.html">Users</a></li><li class="chapter-item expanded "><a href="../admin_api/version_api.html">Server Version</a></li><li class="chapter-item expanded "><a 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Tools</a></li><li class="chapter-item expanded "><a href="../usage/administration/state_groups.html">State Groups</a></li><li class="chapter-item expanded "><a href="../usage/administration/request_log.html">Request log format</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_faq.html">Admin FAQ</a></li><li class="chapter-item expanded "><div>Scripts</div></li></ol></li><li class="chapter-item expanded "><li class="part-title">Development</li><li class="chapter-item expanded "><a href="../development/contributing_guide.html" class="active">Contributing Guide</a></li><li class="chapter-item expanded "><a href="../code_style.html">Code Style</a></li><li class="chapter-item expanded "><a href="../development/reviews.html">Reviewing Code</a></li><li class="chapter-item expanded "><a href="../development/releases.html">Release Cycle</a></li><li class="chapter-item expanded "><a href="../development/git.html">Git Usage</a></li><li class="chapter-item expanded "><div>Testing</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../development/demo.html">Demo scripts</a></li></ol></li><li class="chapter-item expanded "><a href="../opentracing.html">OpenTracing</a></li><li class="chapter-item expanded "><a href="../development/database_schema.html">Database Schemas</a></li><li class="chapter-item expanded "><a href="../development/experimental_features.html">Experimental features</a></li><li class="chapter-item expanded "><a href="../development/dependencies.html">Dependency management</a></li><li class="chapter-item expanded "><div>Synapse Architecture</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../development/synapse_architecture/cancellation.html">Cancellation</a></li><li class="chapter-item expanded "><a href="../log_contexts.html">Log Contexts</a></li><li class="chapter-item expanded "><a href="../replication.html">Replication</a></li><li class="chapter-item expanded "><a href="../development/synapse_architecture/streams.html">Streams</a></li><li class="chapter-item expanded "><a href="../tcp_replication.html">TCP Replication</a></li><li class="chapter-item expanded "><a href="../development/synapse_architecture/faster_joins.html">Faster remote joins</a></li></ol></li><li class="chapter-item expanded "><a href="../development/internal_documentation/index.html">Internal Documentation</a></li><li><ol class="section"><li class="chapter-item expanded "><div>Single Sign-On</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../development/saml.html">SAML</a></li><li class="chapter-item expanded "><a href="../development/cas.html">CAS</a></li></ol></li><li class="chapter-item expanded "><a href="../development/room-dag-concepts.html">Room DAG concepts</a></li><li class="chapter-item expanded "><div>State Resolution</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../auth_chain_difference_algorithm.html">The Auth Chain Difference Algorithm</a></li></ol></li><li class="chapter-item expanded "><a href="../media_repository.html">Media Repository</a></li><li class="chapter-item expanded "><a href="../room_and_user_statistics.html">Room and User Statistics</a></li></ol></li><li class="chapter-item expanded "><div>Scripts</div></li><li class="chapter-item expanded affix "><li class="part-title">Other</li><li class="chapter-item expanded "><a href="../deprecation_policy.html">Dependency Deprecation Policy</a></li><li class="chapter-item expanded "><a href="../other/running_synapse_on_single_board_computers.html">Running Synapse on a Single-Board Computer</a></li></ol> + </div> + <div id="sidebar-resize-handle" class="sidebar-resize-handle"></div> + </nav> + + <div id="page-wrapper" class="page-wrapper"> + + <div class="page"> + <div id="menu-bar-hover-placeholder"></div> + <div id="menu-bar" class="menu-bar sticky bordered"> + <div 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(Shortkey: s)" aria-label="Toggle Searchbar" aria-expanded="false" aria-keyshortcuts="S" aria-controls="searchbar"> + <i class="fa fa-search"></i> + </button> + <div class="version-picker"> + <div class="dropdown"> + <div class="select"> + <span></span> + <i class="fa fa-chevron-down"></i> + </div> + <input type="hidden" name="version"> + <ul class="dropdown-menu"> + <!-- Versions will be added dynamically in version-picker.js --> + </ul> + </div> + </div> + </div> + + <h1 class="menu-title">Synapse</h1> + + <div class="right-buttons"> + <a href="../print.html" title="Print this book" aria-label="Print this book"> + <i id="print-button" class="fa fa-print"></i> + </a> + <a href="https://github.com/element-hq/synapse" title="Git repository" aria-label="Git repository"> + <i id="git-repository-button" class="fa fa-github"></i> + </a> + <a href="https://github.com/element-hq/synapse/edit/develop/docs/development/contributing_guide.md" title="Suggest an edit" aria-label="Suggest an edit"> + <i id="git-edit-button" class="fa fa-edit"></i> + </a> + </div> + </div> + + <div id="search-wrapper" class="hidden"> + <form id="searchbar-outer" class="searchbar-outer"> + <input type="search" id="searchbar" name="searchbar" placeholder="Search this book ..." aria-controls="searchresults-outer" aria-describedby="searchresults-header"> + </form> + <div id="searchresults-outer" class="searchresults-outer hidden"> + <div id="searchresults-header" class="searchresults-header"></div> + <ul id="searchresults"> + </ul> + </div> + </div> + <!-- Apply ARIA attributes after the sidebar and the sidebar toggle button are added to the DOM --> + <script type="text/javascript"> + document.getElementById('sidebar-toggle').setAttribute('aria-expanded', sidebar === 'visible'); + document.getElementById('sidebar').setAttribute('aria-hidden', sidebar !== 'visible'); + Array.from(document.querySelectorAll('#sidebar a')).forEach(function(link) { + link.setAttribute('tabIndex', sidebar === 'visible' ? 0 : -1); + }); + </script> + + <div id="content" class="content"> + <main> + <!-- Page table of contents --> + <div class="sidetoc"> + <nav class="pagetoc"></nav> + </div> + + <h1 id="contributing"><a class="header" href="#contributing">Contributing</a></h1> +<p>This document aims to get you started with contributing to Synapse!</p> +<h1 id="1-who-can-contribute-to-synapse"><a class="header" href="#1-who-can-contribute-to-synapse">1. Who can contribute to Synapse?</a></h1> +<p>Everyone is welcome to contribute code to +<a href="https://github.com/element-hq/synapse">Synapse</a>, provided that they are willing +to license their contributions to Element under a <a href="https://cla-assistant.io/element-hq/synapse">Contributor License +Agreement</a> (CLA). This ensures that +their contribution will be made available under an OSI-approved open-source +license, currently Affero General Public License v3 (AGPLv3).</p> +<p>Please see the +<a href="https://element.io/blog/synapse-now-lives-at-github-com-element-hq-synapse/">Element blog post</a> +for the full rationale.</p> +<h1 id="2-what-do-i-need"><a class="header" href="#2-what-do-i-need">2. What do I need?</a></h1> +<p>If you are running Windows, the Windows Subsystem for Linux (WSL) is strongly +recommended for development. More information about WSL can be found at +<a href="https://docs.microsoft.com/en-us/windows/wsl/install">https://docs.microsoft.com/en-us/windows/wsl/install</a>. Running Synapse natively +on Windows is not officially supported.</p> +<p>The code of Synapse is written in Python 3. To do pretty much anything, you'll need <a href="https://www.python.org/downloads/">a recent version of Python 3</a>. Your Python also needs support for <a href="https://docs.python.org/3/library/venv.html">virtual environments</a>. This is usually built-in, but some Linux distributions like Debian and Ubuntu split it out into its own package. Running <code>sudo apt install python3-venv</code> should be enough.</p> +<p>A recent version of the Rust compiler is needed to build the native modules. The +easiest way of installing the latest version is to use <a href="https://rustup.rs/">rustup</a>.</p> +<p>Synapse can connect to PostgreSQL via the <a href="https://pypi.org/project/psycopg2/">psycopg2</a> Python library. Building this library from source requires access to PostgreSQL's C header files. On Debian or Ubuntu Linux, these can be installed with <code>sudo apt install libpq-dev</code>.</p> +<p>Synapse has an optional, improved user search with better Unicode support. For that you need the development package of <code>libicu</code>. On Debian or Ubuntu Linux, this can be installed with <code>sudo apt install libicu-dev</code>.</p> +<p>The source code of Synapse is hosted on GitHub. You will also need <a href="https://github.com/git-guides/install-git">a recent version of git</a>.</p> +<p>For some tests, you will need <a href="https://docs.docker.com/get-docker/">a recent version of Docker</a>.</p> +<h1 id="3-get-the-source"><a class="header" href="#3-get-the-source">3. Get the source.</a></h1> +<p>The preferred and easiest way to contribute changes is to fork the relevant +project on GitHub, and then <a href="https://help.github.com/articles/using-pull-requests/">create a pull request</a> to ask us to pull your +changes into our repo.</p> +<p>Please base your changes on the <code>develop</code> branch.</p> +<pre><code class="language-sh">git clone git@github.com:YOUR_GITHUB_USER_NAME/synapse.git +git checkout develop +</code></pre> +<p>If you need help getting started with git, this is beyond the scope of the document, but you +can find many good git tutorials on the web.</p> +<h1 id="4-install-the-dependencies"><a class="header" href="#4-install-the-dependencies">4. Install the dependencies</a></h1> +<p>Before installing the Python dependencies, make sure you have installed a recent version +of Rust (see the "What do I need?" section above). The easiest way of installing the +latest version is to use <a href="https://rustup.rs/">rustup</a>.</p> +<p>Synapse uses the <a href="https://python-poetry.org/">poetry</a> project to manage its dependencies +and development environment. Once you have installed Python 3 and added the +source, you should install <code>poetry</code>. +Of their installation methods, we recommend +<a href="https://python-poetry.org/docs/#installing-with-pipx">installing <code>poetry</code> using <code>pipx</code></a>,</p> +<pre><code class="language-shell">pip install --user pipx +pipx install poetry==1.5.1 # Problems with Poetry 1.6, see https://github.com/matrix-org/synapse/issues/16147 +</code></pre> +<p>but see poetry's <a href="https://python-poetry.org/docs/#installation">installation instructions</a> +for other installation methods.</p> +<p>Developing Synapse requires Poetry version 1.3.2 or later.</p> +<p>Next, open a terminal and install dependencies as follows:</p> +<pre><code class="language-sh">cd path/where/you/have/cloned/the/repository +poetry install --extras all +</code></pre> +<p>This will install the runtime and developer dependencies for the project. Be sure to check +that the <code>poetry install</code> step completed cleanly.</p> +<h2 id="running-synapse-via-poetry"><a class="header" href="#running-synapse-via-poetry">Running Synapse via poetry</a></h2> +<p>To start a local instance of Synapse in the locked poetry environment, create a config file:</p> +<pre><code class="language-sh">cp docs/sample_config.yaml homeserver.yaml +cp docs/sample_log_config.yaml log_config.yaml +</code></pre> +<p>Now edit <code>homeserver.yaml</code>, things you might want to change include:</p> +<ul> +<li>Set a <code>server_name</code></li> +<li>Adjusting paths to be correct for your system like the <code>log_config</code> to point to the log config you just copied</li> +<li>Using a <a href="https://element-hq.github.io/synapse/latest/usage/configuration/config_documentation.html#database">PostgreSQL database instead of SQLite</a></li> +<li>Adding a <a href="https://element-hq.github.io/synapse/latest/usage/configuration/config_documentation.html#registration_shared_secret"><code>registration_shared_secret</code></a> so you can use <a href="https://element-hq.github.io/synapse/latest/setup/installation.html#registering-a-user"><code>register_new_matrix_user</code> command</a>.</li> +</ul> +<p>And then run Synapse with the following command:</p> +<pre><code class="language-sh">poetry run python -m synapse.app.homeserver -c homeserver.yaml +</code></pre> +<p>If you get an error like the following:</p> +<pre><code>importlib.metadata.PackageNotFoundError: matrix-synapse +</code></pre> +<p>this probably indicates that the <code>poetry install</code> step did not complete cleanly - go back and +resolve any issues and re-run until successful.</p> +<h1 id="5-get-in-touch"><a class="header" href="#5-get-in-touch">5. Get in touch.</a></h1> +<p>Join our developer community on Matrix: <a href="https://matrix.to/#/#synapse-dev:matrix.org">#synapse-dev:matrix.org</a>!</p> +<h1 id="6-pick-an-issue"><a class="header" href="#6-pick-an-issue">6. Pick an issue.</a></h1> +<p>Fix your favorite problem or perhaps find a <a href="https://github.com/element-hq/synapse/issues?q=is%3Aopen+is%3Aissue+label%3A%22Good+First+Issue%22">Good First Issue</a> +to work on.</p> +<h1 id="7-turn-coffee-into-code-and-documentation"><a class="header" href="#7-turn-coffee-into-code-and-documentation">7. Turn coffee into code and documentation!</a></h1> +<p>There is a growing amount of documentation located in the +<a href="https://github.com/element-hq/synapse/tree/develop/docs"><code>docs</code></a> +directory, with a rendered version <a href="https://element-hq.github.io/synapse">available online</a>. +This documentation is intended primarily for sysadmins running their +own Synapse instance, as well as developers interacting externally with +Synapse. +<a href="https://github.com/element-hq/synapse/tree/develop/docs/development"><code>docs/development</code></a> +exists primarily to house documentation for +Synapse developers. +<a href="https://github.com/element-hq/synapse/tree/develop/docs/admin_api"><code>docs/admin_api</code></a> houses documentation +regarding Synapse's Admin API, which is used mostly by sysadmins and external +service developers.</p> +<p>Synapse's code style is documented <a href="../code_style.html">here</a>. Please follow +it, including the conventions for <a href="../code_style.html#configuration-code-and-documentation-format">configuration +options and documentation</a>.</p> +<p>We welcome improvements and additions to our documentation itself! When +writing new pages, please +<a href="https://github.com/element-hq/synapse/tree/develop/docs#adding-to-the-documentation">build <code>docs</code> to a book</a> +to check that your contributions render correctly. The docs are written in +<a href="https://guides.github.com/features/mastering-markdown/">GitHub-Flavoured Markdown</a>.</p> +<p>When changes are made to any Rust code then you must call either <code>poetry install</code> +or <code>maturin develop</code> (if installed) to rebuild the Rust code. Using <a href="https://github.com/PyO3/maturin"><code>maturin</code></a> +is quicker than <code>poetry install</code>, so is recommended when making frequent +changes to the Rust code.</p> +<h1 id="8-test-test-test"><a class="header" href="#8-test-test-test">8. Test, test, test!</a></h1> +<p><a name="test-test-test" id="test-test-test"></a></p> +<p>While you're developing and before submitting a patch, you'll +want to test your code.</p> +<h2 id="run-the-linters"><a class="header" href="#run-the-linters">Run the linters.</a></h2> +<p>The linters look at your code and do two things:</p> +<ul> +<li>ensure that your code follows the coding style adopted by the project;</li> +<li>catch a number of errors in your code.</li> +</ul> +<p>The linter takes no time at all to run as soon as you've <a href="#4-install-the-dependencies">downloaded the dependencies</a>.</p> +<pre><code class="language-sh">poetry run ./scripts-dev/lint.sh +</code></pre> +<p>Note that this script <em>will modify your files</em> to fix styling errors. +Make sure that you have saved all your files.</p> +<p>If you wish to restrict the linters to only the files changed since the last commit +(much faster!), you can instead run:</p> +<pre><code class="language-sh">poetry run ./scripts-dev/lint.sh -d +</code></pre> +<p>Or if you know exactly which files you wish to lint, you can instead run:</p> +<pre><code class="language-sh">poetry run ./scripts-dev/lint.sh path/to/file1.py path/to/file2.py path/to/folder +</code></pre> +<h2 id="run-the-unit-tests-twisted-trial"><a class="header" href="#run-the-unit-tests-twisted-trial">Run the unit tests (Twisted trial).</a></h2> +<p>The unit tests run parts of Synapse, including your changes, to see if anything +was broken. They are slower than the linters but will typically catch more errors.</p> +<pre><code class="language-sh">poetry run trial tests +</code></pre> +<p>You can run unit tests in parallel by specifying <code>-jX</code> argument to <code>trial</code> where <code>X</code> is the number of parallel runners you want. To use 4 cpu cores, you would run them like:</p> +<pre><code class="language-sh">poetry run trial -j4 tests +</code></pre> +<p>If you wish to only run <em>some</em> unit tests, you may specify +another module instead of <code>tests</code> - or a test class or a method:</p> +<pre><code class="language-sh">poetry run trial tests.rest.admin.test_room tests.handlers.test_admin.ExfiltrateData.test_invite +</code></pre> +<p>If your tests fail, you may wish to look at the logs (the default log level is <code>ERROR</code>):</p> +<pre><code class="language-sh">less _trial_temp/test.log +</code></pre> +<p>To increase the log level for the tests, set <code>SYNAPSE_TEST_LOG_LEVEL</code>:</p> +<pre><code class="language-sh">SYNAPSE_TEST_LOG_LEVEL=DEBUG poetry run trial tests +</code></pre> +<p>By default, tests will use an in-memory SQLite database for test data. For additional +help with debugging, one can use an on-disk SQLite database file instead, in order to +review database state during and after running tests. This can be done by setting +the <code>SYNAPSE_TEST_PERSIST_SQLITE_DB</code> environment variable. Doing so will cause the +database state to be stored in a file named <code>test.db</code> under the trial process' +working directory. Typically, this ends up being <code>_trial_temp/test.db</code>. For example:</p> +<pre><code class="language-sh">SYNAPSE_TEST_PERSIST_SQLITE_DB=1 poetry run trial tests +</code></pre> +<p>The database file can then be inspected with:</p> +<pre><code class="language-sh">sqlite3 _trial_temp/test.db +</code></pre> +<p>Note that the database file is cleared at the beginning of each test run. Thus it +will always only contain the data generated by the <em>last run test</em>. Though generally +when debugging, one is only running a single test anyway.</p> +<h3 id="running-tests-under-postgresql"><a class="header" href="#running-tests-under-postgresql">Running tests under PostgreSQL</a></h3> +<p>Invoking <code>trial</code> as above will use an in-memory SQLite database. This is great for +quick development and testing. However, we recommend using a PostgreSQL database +in production (and indeed, we have some code paths specific to each database). +This means that we need to run our unit tests against PostgreSQL too. Our CI does +this automatically for pull requests and release candidates, but it's sometimes +useful to reproduce this locally.</p> +<h4 id="using-docker"><a class="header" href="#using-docker">Using Docker</a></h4> +<p>The easiest way to do so is to run Postgres via a docker container. In one +terminal:</p> +<pre><code class="language-shell">docker run --rm -e POSTGRES_PASSWORD=mysecretpassword -e POSTGRES_USER=postgres -e POSTGRES_DB=postgres -p 5432:5432 postgres:14 +</code></pre> +<p>If you see an error like</p> +<pre><code>docker: Error response from daemon: driver failed programming external connectivity on endpoint nice_ride (b57bbe2e251b70015518d00c9981e8cb8346b5c785250341a6c53e3c899875f1): Error starting userland proxy: listen tcp4 0.0.0.0:5432: bind: address already in use. +</code></pre> +<p>then something is already bound to port 5432. You're probably already running postgres locally.</p> +<p>Once you have a postgres server running, invoke <code>trial</code> in a second terminal:</p> +<pre><code class="language-shell">SYNAPSE_POSTGRES=1 SYNAPSE_POSTGRES_HOST=127.0.0.1 SYNAPSE_POSTGRES_USER=postgres SYNAPSE_POSTGRES_PASSWORD=mysecretpassword poetry run trial tests +</code></pre> +<h4 id="using-an-existing-postgres-installation"><a class="header" href="#using-an-existing-postgres-installation">Using an existing Postgres installation</a></h4> +<p>If you have postgres already installed on your system, you can run <code>trial</code> with the +following environment variables matching your configuration:</p> +<ul> +<li><code>SYNAPSE_POSTGRES</code> to anything nonempty</li> +<li><code>SYNAPSE_POSTGRES_HOST</code> (optional if it's the default: UNIX socket)</li> +<li><code>SYNAPSE_POSTGRES_PORT</code> (optional if it's the default: 5432)</li> +<li><code>SYNAPSE_POSTGRES_USER</code> (optional if using a UNIX socket)</li> +<li><code>SYNAPSE_POSTGRES_PASSWORD</code> (optional if using a UNIX socket)</li> +</ul> +<p>For example:</p> +<pre><code class="language-shell">export SYNAPSE_POSTGRES=1 +export SYNAPSE_POSTGRES_HOST=localhost +export SYNAPSE_POSTGRES_USER=postgres +export SYNAPSE_POSTGRES_PASSWORD=mydevenvpassword +trial +</code></pre> +<p>You don't need to specify the host, user, port or password if your Postgres +server is set to authenticate you over the UNIX socket (i.e. if the <code>psql</code> command +works without further arguments).</p> +<p>Your Postgres account needs to be able to create databases; see the postgres +docs for <a href="https://www.postgresql.org/docs/current/sql-alterrole.html"><code>ALTER ROLE</code></a>.</p> +<h2 id="run-the-integration-tests-sytest"><a class="header" href="#run-the-integration-tests-sytest">Run the integration tests (<a href="https://github.com/matrix-org/sytest">Sytest</a>).</a></h2> +<p>The integration tests are a more comprehensive suite of tests. They +run a full version of Synapse, including your changes, to check if +anything was broken. They are slower than the unit tests but will +typically catch more errors.</p> +<p>The following command will let you run the integration test with the most common +configuration:</p> +<pre><code class="language-sh">$ docker run --rm -it -v /path/where/you/have/cloned/the/repository\:/src:ro -v /path/to/where/you/want/logs\:/logs matrixdotorg/sytest-synapse:focal +</code></pre> +<p>(Note that the paths must be full paths! You could also write <code>$(realpath relative/path)</code> if needed.)</p> +<p>This configuration should generally cover your needs.</p> +<ul> +<li>To run with Postgres, supply the <code>-e POSTGRES=1 -e MULTI_POSTGRES=1</code> environment flags.</li> +<li>To run with Synapse in worker mode, supply the <code>-e WORKERS=1 -e REDIS=1</code> environment flags (in addition to the Postgres flags).</li> +</ul> +<p>For more details about other configurations, see the <a href="https://github.com/matrix-org/sytest/blob/develop/docker/README.md">Docker-specific documentation in the SyTest repo</a>.</p> +<h2 id="run-the-integration-tests-complement"><a class="header" href="#run-the-integration-tests-complement">Run the integration tests (<a href="https://github.com/matrix-org/complement">Complement</a>).</a></h2> +<p><a href="https://github.com/matrix-org/complement">Complement</a> is a suite of black box tests that can be run on any homeserver implementation. It can also be thought of as end-to-end (e2e) tests.</p> +<p>It's often nice to develop on Synapse and write Complement tests at the same time. +Here is how to run your local Synapse checkout against your local Complement checkout.</p> +<p>(checkout <a href="https://github.com/matrix-org/complement"><code>complement</code></a> alongside your <code>synapse</code> checkout)</p> +<pre><code class="language-sh">COMPLEMENT_DIR=../complement ./scripts-dev/complement.sh +</code></pre> +<p>To run a specific test file, you can pass the test name at the end of the command. The name passed comes from the naming structure in your Complement tests. If you're unsure of the name, you can do a full run and copy it from the test output:</p> +<pre><code class="language-sh">COMPLEMENT_DIR=../complement ./scripts-dev/complement.sh -run TestImportHistoricalMessages +</code></pre> +<p>To run a specific test, you can specify the whole name structure:</p> +<pre><code class="language-sh">COMPLEMENT_DIR=../complement ./scripts-dev/complement.sh -run TestImportHistoricalMessages/parallel/Historical_events_resolve_in_the_correct_order +</code></pre> +<p>The above will run a monolithic (single-process) Synapse with SQLite as the database. For other configurations, try:</p> +<ul> +<li>Passing <code>POSTGRES=1</code> as an environment variable to use the Postgres database instead.</li> +<li>Passing <code>WORKERS=1</code> as an environment variable to use a workerised setup instead. This option implies the use of Postgres. +<ul> +<li>If setting <code>WORKERS=1</code>, optionally set <code>WORKER_TYPES=</code> to declare which worker +types you wish to test. A simple comma-delimited string containing the worker types +defined from the <code>WORKERS_CONFIG</code> template in +<a href="https://github.com/element-hq/synapse/blob/develop/docker/configure_workers_and_start.py#L54">here</a>. +A safe example would be <code>WORKER_TYPES="federation_inbound, federation_sender, synchrotron"</code>. +See the <a href="../workers.html">worker documentation</a> for additional information on workers.</li> +</ul> +</li> +<li>Passing <code>ASYNCIO_REACTOR=1</code> as an environment variable to use the Twisted asyncio reactor instead of the default one.</li> +<li>Passing <code>PODMAN=1</code> will use the <a href="https://podman.io/">podman</a> container runtime, instead of docker.</li> +<li>Passing <code>UNIX_SOCKETS=1</code> will utilise Unix socket functionality for Synapse, Redis, and Postgres(when applicable).</li> +</ul> +<p>To increase the log level for the tests, set <code>SYNAPSE_TEST_LOG_LEVEL</code>, e.g:</p> +<pre><code class="language-sh">SYNAPSE_TEST_LOG_LEVEL=DEBUG COMPLEMENT_DIR=../complement ./scripts-dev/complement.sh -run TestImportHistoricalMessages +</code></pre> +<h3 id="prettier-formatting-with-gotestfmt"><a class="header" href="#prettier-formatting-with-gotestfmt">Prettier formatting with <code>gotestfmt</code></a></h3> +<p>If you want to format the output of the tests the same way as it looks in CI, +install <a href="https://github.com/GoTestTools/gotestfmt">gotestfmt</a>.</p> +<p>You can then use this incantation to format the tests appropriately:</p> +<pre><code class="language-sh">COMPLEMENT_DIR=../complement ./scripts-dev/complement.sh -json | gotestfmt -hide successful-tests +</code></pre> +<p>(Remove <code>-hide successful-tests</code> if you don't want to hide successful tests.)</p> +<h3 id="access-database-for-homeserver-after-complement-test-runs"><a class="header" href="#access-database-for-homeserver-after-complement-test-runs">Access database for homeserver after Complement test runs.</a></h3> +<p>If you're curious what the database looks like after you run some tests, here are some steps to get you going in Synapse:</p> +<ol> +<li>In your Complement test comment out <code>defer deployment.Destroy(t)</code> and replace with <code>defer time.Sleep(2 * time.Hour)</code> to keep the homeserver running after the tests complete</li> +<li>Start the Complement tests</li> +<li>Find the name of the container, <code>docker ps -f name=complement_</code> (this will filter for just the Compelement related Docker containers)</li> +<li>Access the container replacing the name with what you found in the previous step: <code>docker exec -it complement_1_hs_with_application_service.hs1_2 /bin/bash</code></li> +<li>Install sqlite (database driver), <code>apt-get update && apt-get install -y sqlite3</code></li> +<li>Then run <code>sqlite3</code> and open the database <code>.open /conf/homeserver.db</code> (this db path comes from the Synapse homeserver.yaml)</li> +</ol> +<h1 id="9-submit-your-patch"><a class="header" href="#9-submit-your-patch">9. Submit your patch.</a></h1> +<p>Once you're happy with your patch, it's time to prepare a Pull Request.</p> +<p>To prepare a Pull Request, please:</p> +<ol> +<li>verify that <a href="#test-test-test">all the tests pass</a>, including the coding style;</li> +<li><a href="#sign-off">sign off</a> your contribution;</li> +<li><code>git push</code> your commit to your fork of Synapse;</li> +<li>on GitHub, <a href="https://docs.github.com/en/github/collaborating-with-issues-and-pull-requests/creating-a-pull-request">create the Pull Request</a>;</li> +<li>add a <a href="#changelog">changelog entry</a> and push it to your Pull Request;</li> +<li>that's it for now, a non-draft pull request will automatically request review from the team;</li> +<li>if you need to update your PR, please avoid rebasing and just add new commits to your branch.</li> +</ol> +<h2 id="changelog"><a class="header" href="#changelog">Changelog</a></h2> +<p>All changes, even minor ones, need a corresponding changelog / newsfragment +entry. These are managed by <a href="https://github.com/twisted/towncrier">Towncrier</a>.</p> +<p>To create a changelog entry, make a new file in the <code>changelog.d</code> directory named +in the format of <code>PRnumber.type</code>. The type can be one of the following:</p> +<ul> +<li><code>feature</code></li> +<li><code>bugfix</code></li> +<li><code>docker</code> (for updates to the Docker image)</li> +<li><code>doc</code> (for updates to the documentation)</li> +<li><code>removal</code> (also used for deprecations)</li> +<li><code>misc</code> (for internal-only changes)</li> +</ul> +<p>This file will become part of our <a href="https://github.com/element-hq/synapse/blob/master/CHANGES.md">changelog</a> at the next +release, so the content of the file should be a short description of your +change in the same style as the rest of the changelog. The file can contain Markdown +formatting, and must end with a full stop (.) or an exclamation mark (!) for +consistency.</p> +<p>Adding credits to the changelog is encouraged, we value your +contributions and would like to have you shouted out in the release notes!</p> +<p>For example, a fix in PR #1234 would have its changelog entry in +<code>changelog.d/1234.bugfix</code>, and contain content like:</p> +<blockquote> +<p>The security levels of Florbs are now validated when received +via the <code>/federation/florb</code> endpoint. Contributed by Jane Matrix.</p> +</blockquote> +<p>If there are multiple pull requests involved in a single bugfix/feature/etc, +then the content for each <code>changelog.d</code> file should be the same. Towncrier will +merge the matching files together into a single changelog entry when we come to +release.</p> +<h3 id="how-do-i-know-what-to-call-the-changelog-file-before-i-create-the-pr"><a class="header" href="#how-do-i-know-what-to-call-the-changelog-file-before-i-create-the-pr">How do I know what to call the changelog file before I create the PR?</a></h3> +<p>Obviously, you don't know if you should call your newsfile +<code>1234.bugfix</code> or <code>5678.bugfix</code> until you create the PR, which leads to a +chicken-and-egg problem.</p> +<p>There are two options for solving this:</p> +<ol> +<li> +<p>Open the PR without a changelog file, see what number you got, and <em>then</em> +add the changelog file to your branch, or:</p> +</li> +<li> +<p>Look at the <a href="https://github.com/element-hq/synapse/issues?q=">list of all +issues/PRs</a>, add one to the +highest number you see, and quickly open the PR before somebody else claims +your number.</p> +<p><a href="https://github.com/richvdh/scripts/blob/master/next_github_number.sh">This +script</a> +might be helpful if you find yourself doing this a lot.</p> +</li> +</ol> +<p>Sorry, we know it's a bit fiddly, but it's <em>really</em> helpful for us when we come +to put together a release!</p> +<h3 id="debian-changelog"><a class="header" href="#debian-changelog">Debian changelog</a></h3> +<p>Changes which affect the debian packaging files (in <code>debian</code>) are an +exception to the rule that all changes require a <code>changelog.d</code> file.</p> +<p>In this case, you will need to add an entry to the debian changelog for the +next release. For this, run the following command:</p> +<pre><code>dch +</code></pre> +<p>This will make up a new version number (if there isn't already an unreleased +version in flight), and open an editor where you can add a new changelog entry. +(Our release process will ensure that the version number and maintainer name is +corrected for the release.)</p> +<p>If your change affects both the debian packaging <em>and</em> files outside the debian +directory, you will need both a regular newsfragment <em>and</em> an entry in the +debian changelog. (Though typically such changes should be submitted as two +separate pull requests.)</p> +<h2 id="sign-off"><a class="header" href="#sign-off">Sign off</a></h2> +<p>After you make a PR a comment from @CLAassistant will appear asking you to sign +the <a href="https://cla-assistant.io/element-hq/synapse">CLA</a>. +This will link a page to allow you to confirm that you have read and agreed to +the CLA by signing in with GitHub.</p> +<p>Alternatively, you can sign off before opening a PR by going to +<a href="https://cla-assistant.io/element-hq/synapse">https://cla-assistant.io/element-hq/synapse</a>.</p> +<p>We accept contributions under a legally identifiable name, such as +your name on government documentation or common-law names (names +claimed by legitimate usage or repute). Unfortunately, we cannot +accept anonymous contributions at this time.</p> +<h1 id="10-turn-feedback-into-better-code"><a class="header" href="#10-turn-feedback-into-better-code">10. Turn feedback into better code.</a></h1> +<p>Once the Pull Request is opened, you will see a few things:</p> +<ol> +<li>our automated CI (Continuous Integration) pipeline will run (again) the linters, the unit tests, the integration tests and more;</li> +<li>one or more of the developers will take a look at your Pull Request and offer feedback.</li> +</ol> +<p>From this point, you should:</p> +<ol> +<li>Look at the results of the CI pipeline. +<ul> +<li>If there is any error, fix the error.</li> +</ul> +</li> +<li>If a developer has requested changes, make these changes and let us know if it is ready for a developer to review again. +<ul> +<li>A pull request is a conversation, if you disagree with the suggestions, please respond and discuss it.</li> +</ul> +</li> +<li>Create a new commit with the changes. +<ul> +<li>Please do NOT overwrite the history. New commits make the reviewer's life easier.</li> +<li>Push this commits to your Pull Request.</li> +</ul> +</li> +<li>Back to 1.</li> +<li>Once the pull request is ready for review again please re-request review from whichever developer did your initial +review (or leave a comment in the pull request that you believe all required changes have been done).</li> +</ol> +<p>Once both the CI and the developers are happy, the patch will be merged into Synapse and released shortly!</p> +<h1 id="11-find-a-new-issue"><a class="header" href="#11-find-a-new-issue">11. Find a new issue.</a></h1> +<p>By now, you know the drill!</p> +<h1 id="notes-for-maintainers-on-merging-prs-etc"><a class="header" href="#notes-for-maintainers-on-merging-prs-etc">Notes for maintainers on merging PRs etc</a></h1> +<p>There are some notes for those with commit access to the project on how we +manage git <a href="git.html">here</a>.</p> +<h1 id="conclusion"><a class="header" href="#conclusion">Conclusion</a></h1> +<p>That's it! Matrix is a very open and collaborative project as you might expect +given our obsession with open communication. If we're going to successfully +matrix together all the fragmented communication technologies out there we are +reliant on contributions and collaboration from the community to do so. So +please get involved - and we hope you have as much fun hacking on Matrix as we +do!</p> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../usage/administration/admin_faq.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../code_style.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../usage/administration/admin_faq.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../code_style.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/database_schema.html b/v1.101/development/database_schema.html new file mode 100644 index 0000000000..f2f776ebee --- /dev/null +++ b/v1.101/development/database_schema.html @@ -0,0 +1,536 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>Database Schemas - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../favicon.svg"> + <link rel="shortcut icon" href="../favicon.png"> + <link rel="stylesheet" href="../css/variables.css"> + <link rel="stylesheet" href="../css/general.css"> + <link rel="stylesheet" href="../css/chrome.css"> + <link rel="stylesheet" href="../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../highlight.css"> + <link rel="stylesheet" href="../tomorrow-night.css"> + <link rel="stylesheet" href="../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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class="chapter-item expanded "><a href="../reverse_proxy.html">Configuring a Reverse Proxy</a></li><li class="chapter-item expanded "><a href="../setup/forward_proxy.html">Configuring a Forward/Outbound Proxy</a></li><li class="chapter-item expanded "><a href="../turn-howto.html">Configuring a Turn Server</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../setup/turn/coturn.html">coturn TURN server</a></li><li class="chapter-item expanded "><a href="../setup/turn/eturnal.html">eturnal TURN server</a></li></ol></li><li class="chapter-item expanded "><a href="../delegate.html">Delegation</a></li><li class="chapter-item expanded affix "><li class="part-title">Upgrading</li><li class="chapter-item expanded "><a href="../upgrade.html">Upgrading between Synapse Versions</a></li><li class="chapter-item expanded affix "><li class="part-title">Usage</li><li class="chapter-item expanded "><a href="../federate.html">Federation</a></li><li class="chapter-item expanded 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expanded "><a href="../openid.html">OpenID Connect</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/saml.html">SAML</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/cas.html">CAS</a></li><li class="chapter-item expanded "><a href="../sso_mapping_providers.html">SSO Mapping Providers</a></li></ol></li><li class="chapter-item expanded "><a href="../password_auth_providers.html">Password Auth Providers</a></li><li class="chapter-item expanded "><a href="../jwt.html">JSON Web Tokens</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/refresh_tokens.html">Refresh Tokens</a></li></ol></li><li class="chapter-item expanded "><a href="../CAPTCHA_SETUP.html">Registration Captcha</a></li><li class="chapter-item expanded "><a href="../application_services.html">Application Services</a></li><li class="chapter-item expanded "><a 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Workers</a></li><li class="chapter-item expanded "><a href="../systemd-with-workers/index.html">Systemd</a></li></ol></li></ol></li><li class="chapter-item expanded "><a href="../usage/administration/index.html">Administration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/administration/admin_api/index.html">Admin API</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../admin_api/account_validity.html">Account Validity</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/background_updates.html">Background Updates</a></li><li class="chapter-item expanded "><a href="../admin_api/event_reports.html">Event Reports</a></li><li class="chapter-item expanded "><a href="../admin_api/experimental_features.html">Experimental Features</a></li><li class="chapter-item expanded "><a href="../admin_api/media_admin_api.html">Media</a></li><li class="chapter-item expanded "><a href="../admin_api/purge_history_api.html">Purge History</a></li><li class="chapter-item expanded "><a href="../admin_api/register_api.html">Register Users</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/registration_tokens.html">Registration Tokens</a></li><li class="chapter-item expanded "><a href="../admin_api/room_membership.html">Manipulate Room Membership</a></li><li class="chapter-item expanded "><a href="../admin_api/rooms.html">Rooms</a></li><li class="chapter-item expanded "><a href="../admin_api/server_notices.html">Server Notices</a></li><li class="chapter-item expanded "><a href="../admin_api/statistics.html">Statistics</a></li><li class="chapter-item expanded "><a href="../admin_api/user_admin_api.html">Users</a></li><li class="chapter-item expanded "><a href="../admin_api/version_api.html">Server Version</a></li><li class="chapter-item expanded "><a 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Tools</a></li><li class="chapter-item expanded "><a href="../usage/administration/state_groups.html">State Groups</a></li><li class="chapter-item expanded "><a href="../usage/administration/request_log.html">Request log format</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_faq.html">Admin FAQ</a></li><li class="chapter-item expanded "><div>Scripts</div></li></ol></li><li class="chapter-item expanded "><li class="part-title">Development</li><li class="chapter-item expanded "><a href="../development/contributing_guide.html">Contributing Guide</a></li><li class="chapter-item expanded "><a href="../code_style.html">Code Style</a></li><li class="chapter-item expanded "><a href="../development/reviews.html">Reviewing Code</a></li><li class="chapter-item expanded "><a href="../development/releases.html">Release Cycle</a></li><li class="chapter-item expanded "><a href="../development/git.html">Git Usage</a></li><li class="chapter-item expanded 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href="../auth_chain_difference_algorithm.html">The Auth Chain Difference Algorithm</a></li></ol></li><li class="chapter-item expanded "><a href="../media_repository.html">Media Repository</a></li><li class="chapter-item expanded "><a href="../room_and_user_statistics.html">Room and User Statistics</a></li></ol></li><li class="chapter-item expanded "><div>Scripts</div></li><li class="chapter-item expanded affix "><li class="part-title">Other</li><li class="chapter-item expanded "><a href="../deprecation_policy.html">Dependency Deprecation Policy</a></li><li class="chapter-item expanded "><a href="../other/running_synapse_on_single_board_computers.html">Running Synapse on a Single-Board Computer</a></li></ol> + </div> + <div id="sidebar-resize-handle" class="sidebar-resize-handle"></div> + </nav> + + <div id="page-wrapper" class="page-wrapper"> + + <div class="page"> + <div id="menu-bar-hover-placeholder"></div> + <div id="menu-bar" class="menu-bar sticky bordered"> + <div 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(Shortkey: s)" aria-label="Toggle Searchbar" aria-expanded="false" aria-keyshortcuts="S" aria-controls="searchbar"> + <i class="fa fa-search"></i> + </button> + <div class="version-picker"> + <div class="dropdown"> + <div class="select"> + <span></span> + <i class="fa fa-chevron-down"></i> + </div> + <input type="hidden" name="version"> + <ul class="dropdown-menu"> + <!-- Versions will be added dynamically in version-picker.js --> + </ul> + </div> + </div> + </div> + + <h1 class="menu-title">Synapse</h1> + + <div class="right-buttons"> + <a href="../print.html" title="Print this book" aria-label="Print this book"> + <i id="print-button" class="fa fa-print"></i> + </a> + <a href="https://github.com/element-hq/synapse" title="Git repository" aria-label="Git repository"> + <i id="git-repository-button" class="fa fa-github"></i> + </a> + <a href="https://github.com/element-hq/synapse/edit/develop/docs/development/database_schema.md" title="Suggest an edit" aria-label="Suggest an edit"> + <i id="git-edit-button" class="fa fa-edit"></i> + </a> + </div> + </div> + + <div id="search-wrapper" class="hidden"> + <form id="searchbar-outer" class="searchbar-outer"> + <input type="search" id="searchbar" name="searchbar" placeholder="Search this book ..." aria-controls="searchresults-outer" aria-describedby="searchresults-header"> + </form> + <div id="searchresults-outer" class="searchresults-outer hidden"> + <div id="searchresults-header" class="searchresults-header"></div> + <ul id="searchresults"> + </ul> + </div> + </div> + <!-- Apply ARIA attributes after the sidebar and the sidebar toggle button are added to the DOM --> + <script type="text/javascript"> + document.getElementById('sidebar-toggle').setAttribute('aria-expanded', sidebar === 'visible'); + document.getElementById('sidebar').setAttribute('aria-hidden', sidebar !== 'visible'); + Array.from(document.querySelectorAll('#sidebar a')).forEach(function(link) { + link.setAttribute('tabIndex', sidebar === 'visible' ? 0 : -1); + }); + </script> + + <div id="content" class="content"> + <main> + <!-- Page table of contents --> + <div class="sidetoc"> + <nav class="pagetoc"></nav> + </div> + + <h1 id="synapse-database-schema-files"><a class="header" href="#synapse-database-schema-files">Synapse database schema files</a></h1> +<p>Synapse's database schema is stored in the <code>synapse.storage.schema</code> module.</p> +<h2 id="logical-databases"><a class="header" href="#logical-databases">Logical databases</a></h2> +<p>Synapse supports splitting its datastore across multiple physical databases (which can +be useful for large installations), and the schema files are therefore split according +to the logical database they apply to.</p> +<p>At the time of writing, the following "logical" databases are supported:</p> +<ul> +<li><code>state</code> - used to store Matrix room state (more specifically, <code>state_groups</code>, +their relationships and contents).</li> +<li><code>main</code> - stores everything else.</li> +</ul> +<p>Additionally, the <code>common</code> directory contains schema files for tables which must be +present on <em>all</em> physical databases.</p> +<h2 id="synapse-schema-versions"><a class="header" href="#synapse-schema-versions">Synapse schema versions</a></h2> +<p>Synapse manages its database schema via "schema versions". These are mainly used to +help avoid confusion if the Synapse codebase is rolled back after the database is +updated. They work as follows:</p> +<ul> +<li> +<p>The Synapse codebase defines a constant <code>synapse.storage.schema.SCHEMA_VERSION</code> +which represents the expectations made about the database by that version. For +example, as of Synapse v1.36, this is <code>59</code>.</p> +</li> +<li> +<p>The database stores a "compatibility version" in +<code>schema_compat_version.compat_version</code> which defines the <code>SCHEMA_VERSION</code> of the +oldest version of Synapse which will work with the database. On startup, if +<code>compat_version</code> is found to be newer than <code>SCHEMA_VERSION</code>, Synapse will refuse to +start.</p> +<p>Synapse automatically updates this field from +<code>synapse.storage.schema.SCHEMA_COMPAT_VERSION</code>.</p> +</li> +<li> +<p>Whenever a backwards-incompatible change is made to the database format (normally +via a <code>delta</code> file), <code>synapse.storage.schema.SCHEMA_COMPAT_VERSION</code> is also updated +so that administrators can not accidentally roll back to a too-old version of Synapse.</p> +</li> +</ul> +<p>Generally, the goal is to maintain compatibility with at least one or two previous +releases of Synapse, so any substantial change tends to require multiple releases and a +bit of forward-planning to get right.</p> +<p>As a worked example: we want to remove the <code>room_stats_historical</code> table. Here is how it +might pan out.</p> +<ol> +<li> +<p>Replace any code that <em>reads</em> from <code>room_stats_historical</code> with alternative +implementations, but keep writing to it in case of rollback to an earlier version. +Also, increase <code>synapse.storage.schema.SCHEMA_VERSION</code>. In this +instance, there is no existing code which reads from <code>room_stats_historical</code>, so +our starting point is:</p> +<p>v1.36.0: <code>SCHEMA_VERSION=59</code>, <code>SCHEMA_COMPAT_VERSION=59</code></p> +</li> +<li> +<p>Next (say in Synapse v1.37.0): remove the code that <em>writes</em> to +<code>room_stats_historical</code>, but don’t yet remove the table in case of rollback to +v1.36.0. Again, we increase <code>synapse.storage.schema.SCHEMA_VERSION</code>, but +because we have not broken compatibility with v1.36, we do not yet update +<code>SCHEMA_COMPAT_VERSION</code>. We now have:</p> +<p>v1.37.0: <code>SCHEMA_VERSION=60</code>, <code>SCHEMA_COMPAT_VERSION=59</code>.</p> +</li> +<li> +<p>Later (say in Synapse v1.38.0): we can remove the table altogether. This will +break compatibility with v1.36.0, so we must update <code>SCHEMA_COMPAT_VERSION</code> accordingly. +There is no need to update <code>synapse.storage.schema.SCHEMA_VERSION</code>, since there is no +change to the Synapse codebase here. So we end up with:</p> +<p>v1.38.0: <code>SCHEMA_VERSION=60</code>, <code>SCHEMA_COMPAT_VERSION=60</code>.</p> +</li> +</ol> +<p>If in doubt about whether to update <code>SCHEMA_VERSION</code> or not, it is generally best to +lean towards doing so.</p> +<h2 id="full-schema-dumps"><a class="header" href="#full-schema-dumps">Full schema dumps</a></h2> +<p>In the <code>full_schemas</code> directories, only the most recently-numbered snapshot is used +(<code>54</code> at the time of writing). Older snapshots (eg, <code>16</code>) are present for historical +reference only.</p> +<h3 id="building-full-schema-dumps"><a class="header" href="#building-full-schema-dumps">Building full schema dumps</a></h3> +<p>If you want to recreate these schemas, they need to be made from a database that +has had all background updates run.</p> +<p>To do so, use <code>scripts-dev/make_full_schema.sh</code>. This will produce new +<code>full.sql.postgres</code> and <code>full.sql.sqlite</code> files.</p> +<p>Ensure postgres is installed, then run:</p> +<pre><code class="language-sh">./scripts-dev/make_full_schema.sh -p postgres_username -o output_dir/ +</code></pre> +<p>NB at the time of writing, this script predates the split into separate <code>state</code>/<code>main</code> +databases so will require updates to handle that correctly.</p> +<h2 id="delta-files"><a class="header" href="#delta-files">Delta files</a></h2> +<p>Delta files define the steps required to upgrade the database from an earlier version. +They can be written as either a file containing a series of SQL statements, or a Python +module.</p> +<p>Synapse remembers which delta files it has applied to a database (they are stored in the +<code>applied_schema_deltas</code> table) and will not re-apply them (even if a given file is +subsequently updated).</p> +<p>Delta files should be placed in a directory named <code>synapse/storage/schema/<database>/delta/<version>/</code>. +They are applied in alphanumeric order, so by convention the first two characters +of the filename should be an integer such as <code>01</code>, to put the file in the right order.</p> +<h3 id="sql-delta-files"><a class="header" href="#sql-delta-files">SQL delta files</a></h3> +<p>These should be named <code>*.sql</code>, or — for changes which should only be applied for a +given database engine — <code>*.sql.posgres</code> or <code>*.sql.sqlite</code>. For example, a delta which +adds a new column to the <code>foo</code> table might be called <code>01add_bar_to_foo.sql</code>.</p> +<p>Note that our SQL parser is a bit simple - it understands comments (<code>--</code> and <code>/*...*/</code>), +but complex statements which require a <code>;</code> in the middle of them (such as <code>CREATE TRIGGER</code>) are beyond it and you'll have to use a Python delta file.</p> +<h3 id="python-delta-files"><a class="header" href="#python-delta-files">Python delta files</a></h3> +<p>For more flexibility, a delta file can take the form of a python module. These should +be named <code>*.py</code>. Note that database-engine-specific modules are not supported here – +instead you can write <code>if isinstance(database_engine, PostgresEngine)</code> or similar.</p> +<p>A Python delta module should define either or both of the following functions:</p> +<pre><code class="language-python">import synapse.config.homeserver +import synapse.storage.engines +import synapse.storage.types + + +def run_create( + cur: synapse.storage.types.Cursor, + database_engine: synapse.storage.engines.BaseDatabaseEngine, +) -> None: + """Called whenever an existing or new database is to be upgraded""" + ... + +def run_upgrade( + cur: synapse.storage.types.Cursor, + database_engine: synapse.storage.engines.BaseDatabaseEngine, + config: synapse.config.homeserver.HomeServerConfig, +) -> None: + """Called whenever an existing database is to be upgraded.""" + ... +</code></pre> +<h2 id="background-updates"><a class="header" href="#background-updates">Background updates</a></h2> +<p>It is sometimes appropriate to perform database migrations as part of a background +process (instead of blocking Synapse until the migration is done). In particular, +this is useful for migrating data when adding new columns or tables.</p> +<p>Pending background updates stored in the <code>background_updates</code> table and are denoted +by a unique name, the current status (stored in JSON), and some dependency information:</p> +<ul> +<li>Whether the update requires a previous update to be complete.</li> +<li>A rough ordering for which to complete updates.</li> +</ul> +<p>A new background updates needs to be added to the <code>background_updates</code> table:</p> +<pre><code class="language-sql">INSERT INTO background_updates (ordering, update_name, depends_on, progress_json) VALUES + (7706, 'my_background_update', 'a_previous_background_update' '{}'); +</code></pre> +<p>And then needs an associated handler in the appropriate datastore:</p> +<pre><code class="language-python">self.db_pool.updates.register_background_update_handler( + "my_background_update", + update_handler=self._my_background_update, +) +</code></pre> +<p>There are a few types of updates that can be performed, see the <code>BackgroundUpdater</code>:</p> +<ul> +<li><code>register_background_update_handler</code>: A generic handler for custom SQL</li> +<li><code>register_background_index_update</code>: Create an index in the background</li> +<li><code>register_background_validate_constraint</code>: Validate a constraint in the background +(PostgreSQL-only)</li> +<li><code>register_background_validate_constraint_and_delete_rows</code>: Similar to +<code>register_background_validate_constraint</code>, but deletes rows which don't fit +the constraint.</li> +</ul> +<p>For <code>register_background_update_handler</code>, the generic handler must track progress +and then finalize the background update:</p> +<pre><code class="language-python">async def _my_background_update(self, progress: JsonDict, batch_size: int) -> int: + def _do_something(txn: LoggingTransaction) -> int: + ... + self.db_pool.updates._background_update_progress_txn( + txn, "my_background_update", {"last_processed": last_processed} + ) + return last_processed - prev_last_processed + + num_processed = await self.db_pool.runInteraction("_do_something", _do_something) + await self.db_pool.updates._end_background_update("my_background_update") + + return num_processed +</code></pre> +<p>Synapse will attempt to rate-limit how often background updates are run via the +given batch-size and the returned number of processed entries (and how long the +function took to run). See +<a href="../modules/background_update_controller_callbacks.html">background update controller callbacks</a>.</p> +<h2 id="boolean-columns"><a class="header" href="#boolean-columns">Boolean columns</a></h2> +<p>Boolean columns require special treatment, since SQLite treats booleans the +same as integers.</p> +<p>Any new boolean column must be added to the <code>BOOLEAN_COLUMNS</code> list in +<code>synapse/_scripts/synapse_port_db.py</code>. This tells the port script to cast +the integer value from SQLite to a boolean before writing the value to the +postgres database.</p> +<h2 id="event_id-global-uniqueness"><a class="header" href="#event_id-global-uniqueness"><code>event_id</code> global uniqueness</a></h2> +<p><code>event_id</code>'s can be considered globally unique although there has been a lot of +debate on this topic in places like +<a href="https://github.com/matrix-org/matrix-spec-proposals/issues/2779">MSC2779</a> and +<a href="https://github.com/matrix-org/matrix-spec-proposals/pull/2848">MSC2848</a> which +has no resolution yet (as of 2022-09-01). There are several places in Synapse +and even in the Matrix APIs like <a href="https://spec.matrix.org/v1.1/server-server-api/#get_matrixfederationv1eventeventid"><code>GET /_matrix/federation/v1/event/{eventId}</code></a> +where we assume that event IDs are globally unique.</p> +<p>When scoping <code>event_id</code> in a database schema, it is often nice to accompany it +with <code>room_id</code> (<code>PRIMARY KEY (room_id, event_id)</code> and a <code>FOREIGN KEY(room_id) REFERENCES rooms(room_id)</code>) which makes flexible lookups easy. For example it +makes it very easy to find and clean up everything in a room when it needs to be +purged (no need to use sub-<code>select</code> query or join from the <code>events</code> table).</p> +<p>A note on collisions: In room versions <code>1</code> and <code>2</code> it's possible to end up with +two events with the same <code>event_id</code> (in the same or different rooms). After room +version <code>3</code>, that can only happen with a hash collision, which we basically hope +will never happen (SHA256 has a massive big key space).</p> +<h2 id="worked-examples-of-gradual-migrations"><a class="header" href="#worked-examples-of-gradual-migrations">Worked examples of gradual migrations</a></h2> +<p>Some migrations need to be performed gradually. A prime example of this is anything +which would need to do a large table scan — including adding columns, indices or +<code>NOT NULL</code> constraints to non-empty tables — such a migration should be done as a +background update where possible, at least on Postgres. +We can afford to be more relaxed about SQLite databases since they are usually +used on smaller deployments and SQLite does not support the same concurrent +DDL operations as Postgres.</p> +<p>We also typically insist on having at least one Synapse version's worth of +backwards compatibility, so that administrators can roll back Synapse if an upgrade +did not go smoothly.</p> +<p>This sometimes results in having to plan a migration across multiple versions +of Synapse.</p> +<p>This section includes an example and may include more in the future.</p> +<h3 id="transforming-a-column-into-another-one-with-not-null-constraints"><a class="header" href="#transforming-a-column-into-another-one-with-not-null-constraints">Transforming a column into another one, with <code>NOT NULL</code> constraints</a></h3> +<p>This example illustrates how you would introduce a new column, write data into it +based on data from an old column and then drop the old column.</p> +<p>We are aiming for semantic equivalence to:</p> +<pre><code class="language-sql">ALTER TABLE mytable ADD COLUMN new_column INTEGER; +UPDATE mytable SET new_column = old_column * 100; +ALTER TABLE mytable ALTER COLUMN new_column ADD CONSTRAINT NOT NULL; +ALTER TABLE mytable DROP COLUMN old_column; +</code></pre> +<h4 id="synapse-version-n"><a class="header" href="#synapse-version-n">Synapse version <code>N</code></a></h4> +<pre><code class="language-python">SCHEMA_VERSION = S +SCHEMA_COMPAT_VERSION = ... # unimportant at this stage +</code></pre> +<p><strong>Invariants:</strong></p> +<ol> +<li><code>old_column</code> is read by Synapse and written to by Synapse.</li> +</ol> +<h4 id="synapse-version-n--1"><a class="header" href="#synapse-version-n--1">Synapse version <code>N + 1</code></a></h4> +<pre><code class="language-python">SCHEMA_VERSION = S + 1 +SCHEMA_COMPAT_VERSION = ... # unimportant at this stage +</code></pre> +<p><strong>Changes:</strong></p> +<ol> +<li> +<pre><code class="language-sql">ALTER TABLE mytable ADD COLUMN new_column INTEGER; +</code></pre> +</li> +</ol> +<p><strong>Invariants:</strong></p> +<ol> +<li><code>old_column</code> is read by Synapse and written to by Synapse.</li> +<li><code>new_column</code> is written to by Synapse.</li> +</ol> +<p><strong>Notes:</strong></p> +<ol> +<li><code>new_column</code> can't have a <code>NOT NULL NOT VALID</code> constraint yet, because the previous Synapse version did not write to the new column (since we haven't bumped the <code>SCHEMA_COMPAT_VERSION</code> yet, we still need to be compatible with the previous version).</li> +</ol> +<h4 id="synapse-version-n--2"><a class="header" href="#synapse-version-n--2">Synapse version <code>N + 2</code></a></h4> +<pre><code class="language-python">SCHEMA_VERSION = S + 2 +SCHEMA_COMPAT_VERSION = S + 1 # this signals that we can't roll back to a time before new_column existed +</code></pre> +<p><strong>Changes:</strong></p> +<ol> +<li>On Postgres, add a <code>NOT VALID</code> constraint to ensure new rows are compliant. <em>SQLite does not have such a construct, but it would be unnecessary anyway since there is no way to concurrently perform this migration on SQLite.</em> +<pre><code class="language-sql">ALTER TABLE mytable ADD CONSTRAINT CHECK new_column_not_null (new_column IS NOT NULL) NOT VALID; +</code></pre> +</li> +<li>Start a background update to perform migration: it should gradually run e.g. +<pre><code class="language-sql">UPDATE mytable SET new_column = old_column * 100 WHERE 0 < mytable_id AND mytable_id <= 5; +</code></pre> +This background update is technically pointless on SQLite, but you must schedule it anyway so that the <code>portdb</code> script to migrate to Postgres still works.</li> +<li>Upon completion of the background update, you should run <code>VALIDATE CONSTRAINT</code> on Postgres to turn the <code>NOT VALID</code> constraint into a valid one. +<pre><code class="language-sql">ALTER TABLE mytable VALIDATE CONSTRAINT new_column_not_null; +</code></pre> +This will take some time but does <strong>NOT</strong> hold an exclusive lock over the table.</li> +</ol> +<p><strong>Invariants:</strong></p> +<ol> +<li><code>old_column</code> is read by Synapse and written to by Synapse.</li> +<li><code>new_column</code> is written to by Synapse and new rows always have a non-<code>NULL</code> value in this field.</li> +</ol> +<p><strong>Notes:</strong></p> +<ol> +<li>If you wish, you can convert the <code>CHECK (new_column IS NOT NULL)</code> to a <code>NOT NULL</code> constraint free of charge in Postgres by adding the <code>NOT NULL</code> constraint and then dropping the <code>CHECK</code> constraint, because Postgres can statically verify that the <code>NOT NULL</code> constraint is implied by the <code>CHECK</code> constraint without performing a table scan.</li> +<li>It might be tempting to make version <code>N + 2</code> redundant by moving the background update to <code>N + 1</code> and delaying adding the <code>NOT NULL</code> constraint to <code>N + 3</code>, but that would mean the constraint would always be validated in the foreground in <code>N + 3</code>. Whereas if the <code>N + 2</code> step is kept, the migration in <code>N + 3</code> would be fast in the happy case.</li> +</ol> +<h4 id="synapse-version-n--3"><a class="header" href="#synapse-version-n--3">Synapse version <code>N + 3</code></a></h4> +<pre><code class="language-python">SCHEMA_VERSION = S + 3 +SCHEMA_COMPAT_VERSION = S + 1 # we can't roll back to a time before new_column existed +</code></pre> +<p><strong>Changes:</strong></p> +<ol> +<li>(Postgres) Update the table to populate values of <code>new_column</code> in case the background update had not completed. Additionally, <code>VALIDATE CONSTRAINT</code> to make the check fully valid. +<pre><code class="language-sql">-- you ideally want an index on `new_column` or e.g. `(new_column) WHERE new_column IS NULL` first, or perhaps you can find a way to skip this if the `NOT NULL` constraint has already been validated. +UPDATE mytable SET new_column = old_column * 100 WHERE new_column IS NULL; + +-- this is a no-op if it already ran as part of the background update +ALTER TABLE mytable VALIDATE CONSTRAINT new_column_not_null; +</code></pre> +</li> +<li>(SQLite) Recreate the table by precisely following <a href="https://www.sqlite.org/lang_altertable.html#otheralter">the 12-step procedure for SQLite table schema changes</a>. +During this table rewrite, you should recreate <code>new_column</code> as <code>NOT NULL</code> and populate any outstanding <code>NULL</code> values at the same time. +Unfortunately, you can't drop <code>old_column</code> yet because it must be present for compatibility with the Postgres schema, as needed by <code>portdb</code>. +(Otherwise you could do this all in one go with SQLite!)</li> +</ol> +<p><strong>Invariants:</strong></p> +<ol> +<li><code>old_column</code> is written to by Synapse (but no longer read by Synapse!).</li> +<li><code>new_column</code> is read by Synapse and written to by Synapse. Moreover, all rows have a non-<code>NULL</code> value in this field, as guaranteed by a schema constraint.</li> +</ol> +<p><strong>Notes:</strong></p> +<ol> +<li>We can't drop <code>old_column</code> yet, or even stop writing to it, because that would break a rollback to the previous version of Synapse.</li> +<li>Application code can now rely on <code>new_column</code> being populated. The remaining steps are only motivated by the wish to clean-up old columns.</li> +</ol> +<h4 id="synapse-version-n--4"><a class="header" href="#synapse-version-n--4">Synapse version <code>N + 4</code></a></h4> +<pre><code class="language-python">SCHEMA_VERSION = S + 4 +SCHEMA_COMPAT_VERSION = S + 3 # we can't roll back to a time before new_column was entirely non-NULL +</code></pre> +<p><strong>Invariants:</strong></p> +<ol> +<li><code>old_column</code> exists but is not written to or read from by Synapse.</li> +<li><code>new_column</code> is read by Synapse and written to by Synapse. Moreover, all rows have a non-<code>NULL</code> value in this field, as guaranteed by a schema constraint.</li> +</ol> +<p><strong>Notes:</strong></p> +<ol> +<li>We can't drop <code>old_column</code> yet because that would break a rollback to the previous version of Synapse. <br /> +<strong>TODO:</strong> It may be possible to relax this and drop the column straight away as long as the previous version of Synapse detected a rollback occurred and stopped attempting to write to the column. This could possibly be done by checking whether the database's schema compatibility version was <code>S + 3</code>.</li> +</ol> +<h4 id="synapse-version-n--5"><a class="header" href="#synapse-version-n--5">Synapse version <code>N + 5</code></a></h4> +<pre><code class="language-python">SCHEMA_VERSION = S + 5 +SCHEMA_COMPAT_VERSION = S + 4 # we can't roll back to a time before old_column was no longer being touched +</code></pre> +<p><strong>Changes:</strong></p> +<ol> +<li> +<pre><code class="language-sql">ALTER TABLE mytable DROP COLUMN old_column; +</code></pre> +</li> +</ol> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../opentracing.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/experimental_features.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../opentracing.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/experimental_features.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/demo.html b/v1.101/development/demo.html new file mode 100644 index 0000000000..9b2cba0c77 --- /dev/null +++ b/v1.101/development/demo.html @@ -0,0 +1,239 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>Demo scripts - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../favicon.svg"> + <link rel="shortcut icon" href="../favicon.png"> + <link rel="stylesheet" href="../css/variables.css"> + <link rel="stylesheet" href="../css/general.css"> + <link rel="stylesheet" href="../css/chrome.css"> + <link rel="stylesheet" href="../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../highlight.css"> + <link rel="stylesheet" href="../tomorrow-night.css"> + <link rel="stylesheet" href="../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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class="chapter-item expanded "><a href="../reverse_proxy.html">Configuring a Reverse Proxy</a></li><li class="chapter-item expanded "><a href="../setup/forward_proxy.html">Configuring a Forward/Outbound Proxy</a></li><li class="chapter-item expanded "><a href="../turn-howto.html">Configuring a Turn Server</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../setup/turn/coturn.html">coturn TURN server</a></li><li class="chapter-item expanded "><a href="../setup/turn/eturnal.html">eturnal TURN server</a></li></ol></li><li class="chapter-item expanded "><a href="../delegate.html">Delegation</a></li><li class="chapter-item expanded affix "><li class="part-title">Upgrading</li><li class="chapter-item expanded "><a href="../upgrade.html">Upgrading between Synapse Versions</a></li><li class="chapter-item expanded affix "><li class="part-title">Usage</li><li class="chapter-item expanded "><a href="../federate.html">Federation</a></li><li class="chapter-item expanded 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expanded "><a href="../openid.html">OpenID Connect</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/saml.html">SAML</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/cas.html">CAS</a></li><li class="chapter-item expanded "><a href="../sso_mapping_providers.html">SSO Mapping Providers</a></li></ol></li><li class="chapter-item expanded "><a href="../password_auth_providers.html">Password Auth Providers</a></li><li class="chapter-item expanded "><a href="../jwt.html">JSON Web Tokens</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/refresh_tokens.html">Refresh Tokens</a></li></ol></li><li class="chapter-item expanded "><a href="../CAPTCHA_SETUP.html">Registration Captcha</a></li><li class="chapter-item expanded "><a href="../application_services.html">Application Services</a></li><li class="chapter-item expanded "><a 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Tools</a></li><li class="chapter-item expanded "><a href="../usage/administration/state_groups.html">State Groups</a></li><li class="chapter-item expanded "><a href="../usage/administration/request_log.html">Request log format</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_faq.html">Admin FAQ</a></li><li class="chapter-item expanded "><div>Scripts</div></li></ol></li><li class="chapter-item expanded "><li class="part-title">Development</li><li class="chapter-item expanded "><a href="../development/contributing_guide.html">Contributing Guide</a></li><li class="chapter-item expanded "><a href="../code_style.html">Code Style</a></li><li class="chapter-item expanded "><a href="../development/reviews.html">Reviewing Code</a></li><li class="chapter-item expanded "><a href="../development/releases.html">Release Cycle</a></li><li class="chapter-item expanded "><a href="../development/git.html">Git Usage</a></li><li class="chapter-item expanded 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href="../auth_chain_difference_algorithm.html">The Auth Chain Difference Algorithm</a></li></ol></li><li class="chapter-item expanded "><a href="../media_repository.html">Media Repository</a></li><li class="chapter-item expanded "><a href="../room_and_user_statistics.html">Room and User Statistics</a></li></ol></li><li class="chapter-item expanded "><div>Scripts</div></li><li class="chapter-item expanded affix "><li class="part-title">Other</li><li class="chapter-item expanded "><a href="../deprecation_policy.html">Dependency Deprecation Policy</a></li><li class="chapter-item expanded "><a href="../other/running_synapse_on_single_board_computers.html">Running Synapse on a Single-Board Computer</a></li></ol> + </div> + <div id="sidebar-resize-handle" class="sidebar-resize-handle"></div> + </nav> + + <div id="page-wrapper" class="page-wrapper"> + + <div class="page"> + <div id="menu-bar-hover-placeholder"></div> + <div id="menu-bar" class="menu-bar sticky bordered"> + <div 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(Shortkey: s)" aria-label="Toggle Searchbar" aria-expanded="false" aria-keyshortcuts="S" aria-controls="searchbar"> + <i class="fa fa-search"></i> + </button> + <div class="version-picker"> + <div class="dropdown"> + <div class="select"> + <span></span> + <i class="fa fa-chevron-down"></i> + </div> + <input type="hidden" name="version"> + <ul class="dropdown-menu"> + <!-- Versions will be added dynamically in version-picker.js --> + </ul> + </div> + </div> + </div> + + <h1 class="menu-title">Synapse</h1> + + <div class="right-buttons"> + <a href="../print.html" title="Print this book" aria-label="Print this book"> + <i id="print-button" class="fa fa-print"></i> + </a> + <a href="https://github.com/element-hq/synapse" title="Git repository" aria-label="Git repository"> + <i id="git-repository-button" class="fa fa-github"></i> + </a> + <a href="https://github.com/element-hq/synapse/edit/develop/docs/development/demo.md" title="Suggest an edit" aria-label="Suggest an edit"> + <i id="git-edit-button" class="fa fa-edit"></i> + </a> + </div> + </div> + + <div id="search-wrapper" class="hidden"> + <form id="searchbar-outer" class="searchbar-outer"> + <input type="search" id="searchbar" name="searchbar" placeholder="Search this book ..." aria-controls="searchresults-outer" aria-describedby="searchresults-header"> + </form> + <div id="searchresults-outer" class="searchresults-outer hidden"> + <div id="searchresults-header" class="searchresults-header"></div> + <ul id="searchresults"> + </ul> + </div> + </div> + <!-- Apply ARIA attributes after the sidebar and the sidebar toggle button are added to the DOM --> + <script type="text/javascript"> + document.getElementById('sidebar-toggle').setAttribute('aria-expanded', sidebar === 'visible'); + document.getElementById('sidebar').setAttribute('aria-hidden', sidebar !== 'visible'); + Array.from(document.querySelectorAll('#sidebar a')).forEach(function(link) { + link.setAttribute('tabIndex', sidebar === 'visible' ? 0 : -1); + }); + </script> + + <div id="content" class="content"> + <main> + <!-- Page table of contents --> + <div class="sidetoc"> + <nav class="pagetoc"></nav> + </div> + + <h1 id="synapse-demo-setup"><a class="header" href="#synapse-demo-setup">Synapse demo setup</a></h1> +<p><strong>DO NOT USE THESE DEMO SERVERS IN PRODUCTION</strong></p> +<p>Requires you to have a <a href="https://element-hq.github.io/synapse/develop/development/contributing_guide.html#4-install-the-dependencies">Synapse development environment setup</a>.</p> +<p>The demo setup allows running three federation Synapse servers, with server +names <code>localhost:8480</code>, <code>localhost:8481</code>, and <code>localhost:8482</code>.</p> +<p>You can access them via any Matrix client over HTTP at <code>localhost:8080</code>, +<code>localhost:8081</code>, and <code>localhost:8082</code> or over HTTPS at <code>localhost:8480</code>, +<code>localhost:8481</code>, and <code>localhost:8482</code>.</p> +<p>To enable the servers to communicate, self-signed SSL certificates are generated +and the servers are configured in a highly insecure way, including:</p> +<ul> +<li>Not checking certificates over federation.</li> +<li>Not verifying keys.</li> +</ul> +<p>The servers are configured to store their data under <code>demo/8080</code>, <code>demo/8081</code>, and +<code>demo/8082</code>. This includes configuration, logs, SQLite databases, and media.</p> +<p>Note that when joining a public room on a different homeserver via "#foo:bar.net", +then you are (in the current implementation) joining a room with room_id "foo". +This means that it won't work if your homeserver already has a room with that +name.</p> +<h2 id="using-the-demo-scripts"><a class="header" href="#using-the-demo-scripts">Using the demo scripts</a></h2> +<p>There's three main scripts with straightforward purposes:</p> +<ul> +<li><code>start.sh</code> will start the Synapse servers, generating any missing configuration. +<ul> +<li>This accepts a single parameter <code>--no-rate-limit</code> to "disable" rate limits +(they actually still exist, but are very high).</li> +</ul> +</li> +<li><code>stop.sh</code> will stop the Synapse servers.</li> +<li><code>clean.sh</code> will delete the configuration, databases, log files, etc.</li> +</ul> +<p>To start a completely new set of servers, run:</p> +<pre><code class="language-sh">./demo/stop.sh; ./demo/clean.sh && ./demo/start.sh +</code></pre> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../development/git.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../opentracing.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../development/git.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../opentracing.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/dependencies.html b/v1.101/development/dependencies.html new file mode 100644 index 0000000000..03da814adc --- /dev/null +++ b/v1.101/development/dependencies.html @@ -0,0 +1,421 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>Dependency management - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../favicon.svg"> + <link rel="shortcut icon" href="../favicon.png"> + <link rel="stylesheet" href="../css/variables.css"> + <link rel="stylesheet" href="../css/general.css"> + <link rel="stylesheet" href="../css/chrome.css"> + <link rel="stylesheet" href="../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../highlight.css"> + <link rel="stylesheet" href="../tomorrow-night.css"> + <link rel="stylesheet" href="../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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class="chapter-item expanded "><a href="../reverse_proxy.html">Configuring a Reverse Proxy</a></li><li class="chapter-item expanded "><a href="../setup/forward_proxy.html">Configuring a Forward/Outbound Proxy</a></li><li class="chapter-item expanded "><a href="../turn-howto.html">Configuring a Turn Server</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../setup/turn/coturn.html">coturn TURN server</a></li><li class="chapter-item expanded "><a href="../setup/turn/eturnal.html">eturnal TURN server</a></li></ol></li><li class="chapter-item expanded "><a href="../delegate.html">Delegation</a></li><li class="chapter-item expanded affix "><li class="part-title">Upgrading</li><li class="chapter-item expanded "><a href="../upgrade.html">Upgrading between Synapse Versions</a></li><li class="chapter-item expanded affix "><li class="part-title">Usage</li><li class="chapter-item expanded "><a href="../federate.html">Federation</a></li><li class="chapter-item expanded "><a href="../usage/configuration/index.html">Configuration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/configuration/config_documentation.html">Configuration Manual</a></li><li class="chapter-item expanded "><a href="../usage/configuration/homeserver_sample_config.html">Homeserver Sample Config File</a></li><li class="chapter-item expanded "><a href="../usage/configuration/logging_sample_config.html">Logging Sample Config File</a></li><li class="chapter-item expanded "><a href="../structured_logging.html">Structured Logging</a></li><li class="chapter-item expanded "><a href="../templates.html">Templates</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/index.html">User Authentication</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/index.html">Single-Sign On</a></li><li><ol class="section"><li class="chapter-item 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If you encounter problems related +to poetry, please <a href="#check-the-version-of-poetry-with-poetry---version">double-check your poetry version</a>.</p> +<h1 id="background"><a class="header" href="#background">Background</a></h1> +<p>Synapse uses a variety of third-party Python packages to function as a homeserver. +Some of these are direct dependencies, listed in <code>pyproject.toml</code> under the +<code>[tool.poetry.dependencies]</code> section. The rest are transitive dependencies (the +things that our direct dependencies themselves depend on, and so on recursively.)</p> +<p>We maintain a locked list of all our dependencies (transitive included) so that +we can track exactly which version of each dependency appears in a given release. +See <a href="https://github.com/matrix-org/synapse/issues/11537#issue-1074469665">here</a> +for discussion of why we wanted this for Synapse. We chose to use +<a href="https://python-poetry.org/"><code>poetry</code></a> to manage this locked list; see +<a href="https://github.com/matrix-org/synapse/issues/11537#issuecomment-1015975819">this comment</a> +for the reasoning.</p> +<p>The locked dependencies get included in our "self-contained" releases: namely, +our docker images and our debian packages. We also use the locked dependencies +in development and our continuous integration.</p> +<p>Separately, our "broad" dependencies—the version ranges specified in +<code>pyproject.toml</code>—are included as metadata in our "sdists" and "wheels" <a href="https://pypi.org/project/matrix-synapse">uploaded +to PyPI</a>. Installing from PyPI or from +the Synapse source tree directly will <em>not</em> use the locked dependencies; instead, +they'll pull in the latest version of each package available at install time.</p> +<h2 id="example-dependency"><a class="header" href="#example-dependency">Example dependency</a></h2> +<p>An example may help. We have a broad dependency on +<a href="https://pypi.org/project/phonenumbers/"><code>phonenumbers</code></a>, as declared in +this snippet from pyproject.toml <a href="https://github.com/matrix-org/synapse/blob/release-v1.57/pyproject.toml#L133">as of Synapse 1.57</a>:</p> +<pre><code class="language-toml">[tool.poetry.dependencies] +# ... +phonenumbers = ">=8.2.0" +</code></pre> +<p>In our lockfile this is +<a href="https://github.com/matrix-org/synapse/blob/dfc7646504cef3e4ff396c36089e1c6f1b1634de/poetry.lock#L679-L685">pinned</a> +to version 8.12.44, even though +<a href="https://pypi.org/project/phonenumbers/#history">newer versions are available</a>.</p> +<pre><code class="language-toml">[[package]] +name = "phonenumbers" +version = "8.12.44" +description = "Python version of Google's common library for parsing, formatting, storing and validating international phone numbers." +category = "main" +optional = false +python-versions = "*" +</code></pre> +<p>The lockfile also includes a +<a href="https://github.com/matrix-org/synapse/blob/release-v1.57/poetry.lock#L2178-L2181">cryptographic checksum</a> +of the sdists and wheels provided for this version of <code>phonenumbers</code>.</p> +<pre><code class="language-toml">[metadata.files] +# ... +phonenumbers = [ + {file = "phonenumbers-8.12.44-py2.py3-none-any.whl", hash = "sha256:cc1299cf37b309ecab6214297663ab86cb3d64ae37fd5b88e904fe7983a874a6"}, + {file = "phonenumbers-8.12.44.tar.gz", hash = "sha256:26cfd0257d1704fe2f88caff2caabb70d16a877b1e65b6aae51f9fbbe10aa8ce"}, +] +</code></pre> +<p>We can see this pinned version inside the docker image for that release:</p> +<pre><code>$ docker pull vectorim/synapse:v1.97.0 +... +$ docker run --entrypoint pip vectorim/synapse:v1.97.0 show phonenumbers +Name: phonenumbers +Version: 8.12.44 +Summary: Python version of Google's common library for parsing, formatting, storing and validating international phone numbers. +Home-page: https://github.com/daviddrysdale/python-phonenumbers +Author: David Drysdale +Author-email: dmd@lurklurk.org +License: Apache License 2.0 +Location: /usr/local/lib/python3.9/site-packages +Requires: +Required-by: matrix-synapse +</code></pre> +<p>Whereas the wheel metadata just contains the broad dependencies:</p> +<pre><code>$ cd /tmp +$ wget https://files.pythonhosted.org/packages/ca/5e/d722d572cc5b3092402b783d6b7185901b444427633bd8a6b00ea0dd41b7/matrix_synapse-1.57.0rc1-py3-none-any.whl +... +$ unzip -c matrix_synapse-1.57.0rc1-py3-none-any.whl matrix_synapse-1.57.0rc1.dist-info/METADATA | grep phonenumbers +Requires-Dist: phonenumbers (>=8.2.0) +</code></pre> +<h1 id="tooling-recommendation-direnv"><a class="header" href="#tooling-recommendation-direnv">Tooling recommendation: direnv</a></h1> +<p><a href="https://direnv.net/"><code>direnv</code></a> is a tool for activating environments in your +shell inside a given directory. Its support for poetry is unofficial (a +community wiki recipe only), but works solidly in our experience. We thoroughly +recommend it for daily use. To use it:</p> +<ol> +<li><a href="https://direnv.net/docs/installation.html">Install <code>direnv</code></a> - it's likely +packaged for your system already.</li> +<li>Teach direnv about poetry. The <a href="https://github.com/direnv/direnv/wiki/Python#poetry">shell config here</a> +needs to be added to <code>~/.config/direnv/direnvrc</code> (or more generally <code>$XDG_CONFIG_HOME/direnv/direnvrc</code>).</li> +<li>Mark the synapse checkout as a poetry project: <code>echo layout poetry > .envrc</code>.</li> +<li>Convince yourself that you trust this <code>.envrc</code> configuration and project. +Then formally confirm this to <code>direnv</code> by running <code>direnv allow</code>.</li> +</ol> +<p>Then whenever you navigate to the synapse checkout, you should be able to run +e.g. <code>mypy</code> instead of <code>poetry run mypy</code>; <code>python</code> instead of +<code>poetry run python</code>; and your shell commands will automatically run in the +context of poetry's venv, without having to run <code>poetry shell</code> beforehand.</p> +<h1 id="how-do-i"><a class="header" href="#how-do-i">How do I...</a></h1> +<h2 id="reset-my-venv-to-the-locked-environment"><a class="header" href="#reset-my-venv-to-the-locked-environment">...reset my venv to the locked environment?</a></h2> +<pre><code class="language-shell">poetry install --all-extras --sync +</code></pre> +<h2 id="delete-everything-and-start-over-from-scratch"><a class="header" href="#delete-everything-and-start-over-from-scratch">...delete everything and start over from scratch?</a></h2> +<pre><code class="language-shell"># Stop the current virtualenv if active +$ deactivate + +# Remove all of the files from the current environment. +# Don't worry, even though it says "all", this will only +# remove the Poetry virtualenvs for the current project. +$ poetry env remove --all + +# Reactivate Poetry shell to create the virtualenv again +$ poetry shell +# Install everything again +$ poetry install --extras all +</code></pre> +<h2 id="run-a-command-in-the-poetry-virtualenv"><a class="header" href="#run-a-command-in-the-poetry-virtualenv">...run a command in the <code>poetry</code> virtualenv?</a></h2> +<p>Use <code>poetry run cmd args</code> when you need the python virtualenv context. +To avoid typing <code>poetry run</code> all the time, you can run <code>poetry shell</code> +to start a new shell in the poetry virtualenv context. Within <code>poetry shell</code>, +<code>python</code>, <code>pip</code>, <code>mypy</code>, <code>trial</code>, etc. are all run inside the project virtualenv +and isolated from the rest o the system.</p> +<p>Roughly speaking, the translation from a traditional virtualenv is:</p> +<ul> +<li><code>env/bin/activate</code> -> <code>poetry shell</code>, and</li> +<li><code>deactivate</code> -> close the terminal (Ctrl-D, <code>exit</code>, etc.)</li> +</ul> +<p>See also the direnv recommendation above, which makes <code>poetry run</code> and +<code>poetry shell</code> unnecessary.</p> +<h2 id="inspect-the-poetry-virtualenv"><a class="header" href="#inspect-the-poetry-virtualenv">...inspect the <code>poetry</code> virtualenv?</a></h2> +<p>Some suggestions:</p> +<pre><code class="language-shell"># Current env only +poetry env info +# All envs: this allows you to have e.g. a poetry managed venv for Python 3.7, +# and another for Python 3.10. +poetry env list --full-path +poetry run pip list +</code></pre> +<p>Note that <code>poetry show</code> describes the abstract <em>lock file</em> rather than your +on-disk environment. With that said, <code>poetry show --tree</code> can sometimes be +useful.</p> +<h2 id="add-a-new-dependency"><a class="header" href="#add-a-new-dependency">...add a new dependency?</a></h2> +<p>Either:</p> +<ul> +<li>manually update <code>pyproject.toml</code>; then <code>poetry lock --no-update</code>; or else</li> +<li><code>poetry add packagename</code>. See <code>poetry add --help</code>; note the <code>--dev</code>, +<code>--extras</code> and <code>--optional</code> flags in particular.</li> +</ul> +<p>Include the updated <code>pyproject.toml</code> and <code>poetry.lock</code> files in your commit.</p> +<h2 id="remove-a-dependency"><a class="header" href="#remove-a-dependency">...remove a dependency?</a></h2> +<p>This is not done often and is untested, but</p> +<pre><code class="language-shell">poetry remove packagename +</code></pre> +<p>ought to do the trick. Alternatively, manually update <code>pyproject.toml</code> and +<code>poetry lock --no-update</code>. Include the updated <code>pyproject.toml</code> and <code>poetry.lock</code> +files in your commit.</p> +<h2 id="update-the-version-range-for-an-existing-dependency"><a class="header" href="#update-the-version-range-for-an-existing-dependency">...update the version range for an existing dependency?</a></h2> +<p>Best done by manually editing <code>pyproject.toml</code>, then <code>poetry lock --no-update</code>. +Include the updated <code>pyproject.toml</code> and <code>poetry.lock</code> in your commit.</p> +<h2 id="update-a-dependency-in-the-locked-environment"><a class="header" href="#update-a-dependency-in-the-locked-environment">...update a dependency in the locked environment?</a></h2> +<p>Use</p> +<pre><code class="language-shell">poetry update packagename +</code></pre> +<p>to use the latest version of <code>packagename</code> in the locked environment, without +affecting the broad dependencies listed in the wheel.</p> +<p>There doesn't seem to be a way to do this whilst locking a <em>specific</em> version of +<code>packagename</code>. We can workaround this (crudely) as follows:</p> +<pre><code class="language-shell">poetry add packagename==1.2.3 +# This should update pyproject.lock. + +# Now undo the changes to pyproject.toml. For example +# git restore pyproject.toml + +# Get poetry to recompute the content-hash of pyproject.toml without changing +# the locked package versions. +poetry lock --no-update +</code></pre> +<p>Either way, include the updated <code>poetry.lock</code> file in your commit.</p> +<h2 id="export-a-requirementstxt-file"><a class="header" href="#export-a-requirementstxt-file">...export a <code>requirements.txt</code> file?</a></h2> +<pre><code class="language-shell">poetry export --extras all +</code></pre> +<p>Be wary of bugs in <code>poetry export</code> and <code>pip install -r requirements.txt</code>.</p> +<h2 id="build-a-test-wheel"><a class="header" href="#build-a-test-wheel">...build a test wheel?</a></h2> +<p>I usually use</p> +<pre><code class="language-shell">poetry run pip install build && poetry run python -m build +</code></pre> +<p>because <a href="https://github.com/pypa/build"><code>build</code></a> is a standardish tool which +doesn't require poetry. (It's what we use in CI too). However, you could try +<code>poetry build</code> too.</p> +<h2 id="handle-a-dependabot-pull-request"><a class="header" href="#handle-a-dependabot-pull-request">...handle a Dependabot pull request?</a></h2> +<p>Synapse uses Dependabot to keep the <code>poetry.lock</code> and <code>Cargo.lock</code> file +up-to-date with the latest releases of our dependencies. The changelog check is +omitted for Dependabot PRs; the release script will include them in the +changelog.</p> +<p>When reviewing a dependabot PR, ensure that:</p> +<ul> +<li>the lockfile changes look reasonable;</li> +<li>the upstream changelog file (linked in the description) doesn't include any +breaking changes;</li> +<li>continuous integration passes.</li> +</ul> +<p>In particular, any updates to the type hints (usually packages which start with <code>types-</code>) +should be safe to merge if linting passes.</p> +<h1 id="troubleshooting"><a class="header" href="#troubleshooting">Troubleshooting</a></h1> +<h2 id="check-the-version-of-poetry-with-poetry---version"><a class="header" href="#check-the-version-of-poetry-with-poetry---version">Check the version of poetry with <code>poetry --version</code>.</a></h2> +<p>The minimum version of poetry supported by Synapse is 1.3.2.</p> +<p>It can also be useful to check the version of <code>poetry-core</code> in use. If you've +installed <code>poetry</code> with <code>pipx</code>, try <code>pipx runpip poetry list | grep poetry-core</code>.</p> +<h2 id="clear-caches-poetry-cache-clear---all-pypi"><a class="header" href="#clear-caches-poetry-cache-clear---all-pypi">Clear caches: <code>poetry cache clear --all pypi</code>.</a></h2> +<p>Poetry caches a bunch of information about packages that isn't readily available +from PyPI. (This is what makes poetry seem slow when doing the first +<code>poetry install</code>.) Try <code>poetry cache list</code> and <code>poetry cache clear --all <name of cache></code> to see if that fixes things.</p> +<h2 id="remove-outdated-egg-info"><a class="header" href="#remove-outdated-egg-info">Remove outdated egg-info</a></h2> +<p>Delete the <code>matrix_synapse.egg-info/</code> directory from the root of your Synapse +install.</p> +<p>This stores some cached information about dependencies and often conflicts with +letting Poetry do the right thing.</p> +<h2 id="try---verbose-or---dry-run-arguments"><a class="header" href="#try---verbose-or---dry-run-arguments">Try <code>--verbose</code> or <code>--dry-run</code> arguments.</a></h2> +<p>Sometimes useful to see what poetry's internal logic is.</p> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../development/experimental_features.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/synapse_architecture/cancellation.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../development/experimental_features.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/synapse_architecture/cancellation.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/experimental_features.html b/v1.101/development/experimental_features.html new file mode 100644 index 0000000000..b46ea01a6d --- /dev/null +++ b/v1.101/development/experimental_features.html @@ -0,0 +1,237 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>Experimental features - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../favicon.svg"> + <link rel="shortcut icon" href="../favicon.png"> + <link rel="stylesheet" href="../css/variables.css"> + <link rel="stylesheet" href="../css/general.css"> + <link rel="stylesheet" href="../css/chrome.css"> + <link rel="stylesheet" href="../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../highlight.css"> + <link rel="stylesheet" href="../tomorrow-night.css"> + <link rel="stylesheet" href="../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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This is +applicable for features which:</p> +<ul> +<li>Are unstable in the Matrix spec (e.g. those defined by an MSC that has not yet been merged).</li> +<li>Developers are not confident in their use by general Synapse administrators/users +(e.g. a feature is incomplete, buggy, performs poorly, or needs further testing).</li> +</ul> +<p>Note that this only really applies to features which are expected to be desirable +to a broad audience. The <a href="../modules/index.html">module infrastructure</a> should +instead be investigated for non-standard features.</p> +<p>Guarding experimental features behind configuration flags should help with some +of the following scenarios:</p> +<ul> +<li>Ensure that clients do not assume that unstable features exist (failing +gracefully if they do not).</li> +<li>Unstable features do not become de-facto standards and can be removed +aggressively (since only those who have opted-in will be affected).</li> +<li>Ease finding the implementation of unstable features in Synapse (for future +removal or stabilization).</li> +<li>Ease testing a feature (or removal of feature) due to enabling/disabling without +code changes. It also becomes possible to ask for wider testing, if desired.</li> +</ul> +<p>Experimental configuration flags should be disabled by default (requiring Synapse +administrators to explicitly opt-in), although there are situations where it makes +sense (from a product point-of-view) to enable features by default. This is +expected and not an issue.</p> +<p>It is not a requirement for experimental features to be behind a configuration flag, +but one should be used if unsure.</p> +<p>New experimental configuration flags should be added under the <code>experimental</code> +configuration key (see the <code>synapse.config.experimental</code> file) and either explain +(briefly) what is being enabled, or include the MSC number.</p> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../development/database_schema.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/dependencies.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../development/database_schema.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/dependencies.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/git.html b/v1.101/development/git.html new file mode 100644 index 0000000000..854bb64b23 --- /dev/null +++ b/v1.101/development/git.html @@ -0,0 +1,325 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>Git Usage - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../favicon.svg"> + <link rel="shortcut icon" href="../favicon.png"> + <link rel="stylesheet" href="../css/variables.css"> + <link rel="stylesheet" href="../css/general.css"> + <link rel="stylesheet" href="../css/chrome.css"> + <link rel="stylesheet" href="../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../highlight.css"> + <link rel="stylesheet" href="../tomorrow-night.css"> + <link rel="stylesheet" href="../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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</script> + + <!-- Hide / unhide sidebar before it is displayed --> + <script type="text/javascript"> + var html = document.querySelector('html'); + var sidebar = 'hidden'; + if (document.body.clientWidth >= 1080) { + try { sidebar = localStorage.getItem('mdbook-sidebar'); } catch(e) { } + sidebar = sidebar || 'visible'; + } + html.classList.remove('sidebar-visible'); + html.classList.add("sidebar-" + sidebar); + </script> + + <nav id="sidebar" class="sidebar" aria-label="Table of contents"> + <div class="sidebar-scrollbox"> + <ol class="chapter"><li class="chapter-item expanded affix "><li class="part-title">Introduction</li><li class="chapter-item expanded "><a href="../welcome_and_overview.html">Welcome and Overview</a></li><li class="chapter-item expanded affix "><li class="part-title">Setup</li><li class="chapter-item expanded "><a href="../setup/installation.html">Installation</a></li><li class="chapter-item expanded "><a href="../postgres.html">Using Postgres</a></li><li class="chapter-item expanded "><a href="../reverse_proxy.html">Configuring a Reverse Proxy</a></li><li class="chapter-item expanded "><a href="../setup/forward_proxy.html">Configuring a Forward/Outbound Proxy</a></li><li class="chapter-item expanded "><a href="../turn-howto.html">Configuring a Turn Server</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../setup/turn/coturn.html">coturn TURN server</a></li><li class="chapter-item expanded "><a href="../setup/turn/eturnal.html">eturnal TURN server</a></li></ol></li><li class="chapter-item expanded "><a href="../delegate.html">Delegation</a></li><li class="chapter-item expanded affix "><li class="part-title">Upgrading</li><li class="chapter-item expanded "><a href="../upgrade.html">Upgrading between Synapse Versions</a></li><li class="chapter-item expanded affix "><li class="part-title">Usage</li><li class="chapter-item expanded "><a href="../federate.html">Federation</a></li><li class="chapter-item expanded 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expanded "><a href="../openid.html">OpenID Connect</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/saml.html">SAML</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/cas.html">CAS</a></li><li class="chapter-item expanded "><a href="../sso_mapping_providers.html">SSO Mapping Providers</a></li></ol></li><li class="chapter-item expanded "><a href="../password_auth_providers.html">Password Auth Providers</a></li><li class="chapter-item expanded "><a href="../jwt.html">JSON Web Tokens</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/refresh_tokens.html">Refresh Tokens</a></li></ol></li><li class="chapter-item expanded "><a href="../CAPTCHA_SETUP.html">Registration Captcha</a></li><li class="chapter-item expanded "><a href="../application_services.html">Application Services</a></li><li class="chapter-item expanded "><a href="../server_notices.html">Server Notices</a></li><li class="chapter-item expanded "><a href="../consent_tracking.html">Consent Tracking</a></li><li class="chapter-item expanded "><a href="../user_directory.html">User Directory</a></li><li class="chapter-item expanded "><a href="../message_retention_policies.html">Message Retention Policies</a></li><li class="chapter-item expanded "><a href="../modules/index.html">Pluggable Modules</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../modules/writing_a_module.html">Writing a module</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../modules/spam_checker_callbacks.html">Spam checker callbacks</a></li><li class="chapter-item expanded "><a href="../modules/third_party_rules_callbacks.html">Third-party rules callbacks</a></li><li class="chapter-item expanded "><a href="../modules/presence_router_callbacks.html">Presence router callbacks</a></li><li class="chapter-item expanded "><a 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Workers</a></li><li class="chapter-item expanded "><a href="../systemd-with-workers/index.html">Systemd</a></li></ol></li></ol></li><li class="chapter-item expanded "><a href="../usage/administration/index.html">Administration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/administration/admin_api/index.html">Admin API</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../admin_api/account_validity.html">Account Validity</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/background_updates.html">Background Updates</a></li><li class="chapter-item expanded "><a href="../admin_api/event_reports.html">Event Reports</a></li><li class="chapter-item expanded "><a href="../admin_api/experimental_features.html">Experimental Features</a></li><li class="chapter-item expanded "><a href="../admin_api/media_admin_api.html">Media</a></li><li class="chapter-item expanded "><a href="../admin_api/purge_history_api.html">Purge History</a></li><li class="chapter-item expanded "><a href="../admin_api/register_api.html">Register Users</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/registration_tokens.html">Registration Tokens</a></li><li class="chapter-item expanded "><a href="../admin_api/room_membership.html">Manipulate Room Membership</a></li><li class="chapter-item expanded "><a href="../admin_api/rooms.html">Rooms</a></li><li class="chapter-item expanded "><a href="../admin_api/server_notices.html">Server Notices</a></li><li class="chapter-item expanded "><a href="../admin_api/statistics.html">Statistics</a></li><li class="chapter-item expanded "><a href="../admin_api/user_admin_api.html">Users</a></li><li class="chapter-item expanded "><a href="../admin_api/version_api.html">Server Version</a></li><li class="chapter-item expanded "><a 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Tools</a></li><li class="chapter-item expanded "><a href="../usage/administration/state_groups.html">State Groups</a></li><li class="chapter-item expanded "><a href="../usage/administration/request_log.html">Request log format</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_faq.html">Admin FAQ</a></li><li class="chapter-item expanded "><div>Scripts</div></li></ol></li><li class="chapter-item expanded "><li class="part-title">Development</li><li class="chapter-item expanded "><a href="../development/contributing_guide.html">Contributing Guide</a></li><li class="chapter-item expanded "><a href="../code_style.html">Code Style</a></li><li class="chapter-item expanded "><a href="../development/reviews.html">Reviewing Code</a></li><li class="chapter-item expanded "><a href="../development/releases.html">Release Cycle</a></li><li class="chapter-item expanded "><a href="../development/git.html" class="active">Git Usage</a></li><li class="chapter-item expanded 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href="../auth_chain_difference_algorithm.html">The Auth Chain Difference Algorithm</a></li></ol></li><li class="chapter-item expanded "><a href="../media_repository.html">Media Repository</a></li><li class="chapter-item expanded "><a href="../room_and_user_statistics.html">Room and User Statistics</a></li></ol></li><li class="chapter-item expanded "><div>Scripts</div></li><li class="chapter-item expanded affix "><li class="part-title">Other</li><li class="chapter-item expanded "><a href="../deprecation_policy.html">Dependency Deprecation Policy</a></li><li class="chapter-item expanded "><a href="../other/running_synapse_on_single_board_computers.html">Running Synapse on a Single-Board Computer</a></li></ol> + </div> + <div id="sidebar-resize-handle" class="sidebar-resize-handle"></div> + </nav> + + <div id="page-wrapper" class="page-wrapper"> + + <div class="page"> + <div id="menu-bar-hover-placeholder"></div> + <div id="menu-bar" class="menu-bar sticky bordered"> + <div 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Here, by way of an arbitrary example, is the top of <code>git log --graph b2dba0607</code>:</p> +<img src="img/git/clean.png" alt="clean git graph" width="500px"> +<p>Note how the commit comment explains clearly what is changing and why. Also +note the <em>absence</em> of merge commits, as well as the absence of commits called +things like (to pick a few culprits): +<a href="https://github.com/element-hq/synapse/commit/84691da6c">“pep8”</a>, <a href="https://github.com/element-hq/synapse/commit/474810d9d">“fix broken +test”</a>, +<a href="https://github.com/element-hq/synapse/commit/c9d72e457">“oops”</a>, +<a href="https://github.com/element-hq/synapse/commit/836358823">“typo”</a>, or <a href="https://github.com/element-hq/synapse/commit/707374d5d">“Who's +the president?”</a>.</p> +<p>There are a number of reasons why keeping a clean commit history is a good +thing:</p> +<ul> +<li> +<p>From time to time, after a change lands, it turns out to be necessary to +revert it, or to backport it to a release branch. Those operations are +<em>much</em> easier when the change is contained in a single commit.</p> +</li> +<li> +<p>Similarly, it's much easier to answer questions like “is the fix for +<code>/publicRooms</code> on the release branch?” if that change consists of a single +commit.</p> +</li> +<li> +<p>Likewise: “what has changed on this branch in the last week?” is much +clearer without merges and “pep8” commits everywhere.</p> +</li> +<li> +<p>Sometimes we need to figure out where a bug got introduced, or some +behaviour changed. One way of doing that is with <code>git bisect</code>: pick an +arbitrary commit between the known good point and the known bad point, and +see how the code behaves. However, that strategy fails if the commit you +chose is the middle of someone's epic branch in which they broke the world +before putting it back together again.</p> +</li> +</ul> +<p>One counterargument is that it is sometimes useful to see how a PR evolved as +it went through review cycles. This is true, but that information is always +available via the GitHub UI (or via the little-known <a href="https://help.github.com/en/github/collaborating-with-issues-and-pull-requests/checking-out-pull-requests-locally">refs/pull +namespace</a>).</p> +<p>Of course, in reality, things are more complicated than that. We have release +branches as well as <code>develop</code> and <code>master</code>, and we deliberately merge changes +between them. Bugs often slip through and have to be fixed later. That's all +fine: this not a cast-iron rule which must be obeyed, but an ideal to aim +towards.</p> +<h2 id="merges-squashes-rebases-wtf"><a class="header" href="#merges-squashes-rebases-wtf">Merges, squashes, rebases: wtf?</a></h2> +<p>Ok, so that's what we'd like to achieve. How do we achieve it?</p> +<p>The TL;DR is: when you come to merge a pull request, you <em>probably</em> want to +“squash and merge”:</p> +<p><img src="img/git/squash.png" alt="squash and merge" />.</p> +<p>(This applies whether you are merging your own PR, or that of another +contributor.)</p> +<p>“Squash and merge”<sup id="a1"><a href="#f1">1</a></sup> takes all of the changes in the +PR, and bundles them into a single commit. GitHub gives you the opportunity to +edit the commit message before you confirm, and normally you should do so, +because the default will be useless (again: <code>* woops typo</code> is not a useful +thing to keep in the historical record).</p> +<p>The main problem with this approach comes when you have a series of pull +requests which build on top of one another: as soon as you squash-merge the +first PR, you'll end up with a stack of conflicts to resolve in all of the +others. In general, it's best to avoid this situation in the first place by +trying not to have multiple related PRs in flight at the same time. Still, +sometimes that's not possible and doing a regular merge is the lesser evil.</p> +<p>Another occasion in which a regular merge makes more sense is a PR where you've +deliberately created a series of commits each of which makes sense in its own +right. For example: <a href="https://github.com/matrix-org/synapse/pull/6837">a PR which gradually propagates a refactoring operation +through the codebase</a>, or <a href="https://github.com/matrix-org/synapse/pull/5987">a +PR which is the culmination of several other +PRs</a>. In this case the ability +to figure out when a particular change/bug was introduced could be very useful.</p> +<p>Ultimately: <strong>this is not a hard-and-fast-rule</strong>. If in doubt, ask yourself “do +each of the commits I am about to merge make sense in their own right”, but +remember that we're just doing our best to balance “keeping the commit history +clean” with other factors.</p> +<h2 id="git-branching-model"><a class="header" href="#git-branching-model">Git branching model</a></h2> +<p>A <a href="https://nvie.com/posts/a-successful-git-branching-model/">lot</a> +<a href="http://scottchacon.com/2011/08/31/github-flow.html">of</a> +<a href="https://www.endoflineblog.com/gitflow-considered-harmful">words</a> have been +written in the past about git branching models (no really, <a href="https://martinfowler.com/articles/branching-patterns.html">a +lot</a>). I tend to +think the whole thing is overblown. Fundamentally, it's not that +complicated. Here's how we do it.</p> +<p>Let's start with a picture:</p> +<p><img src="img/git/branches.jpg" alt="branching model" /></p> +<p>It looks complicated, but it's really not. There's one basic rule: <em>anyone</em> is +free to merge from <em>any</em> more-stable branch to <em>any</em> less-stable branch at +<em>any</em> time<sup id="a2"><a href="#f2">2</a></sup>. (The principle behind this is that if a +change is good enough for the more-stable branch, then it's also good enough go +put in a less-stable branch.)</p> +<p>Meanwhile, merging (or squashing, as per the above) from a less-stable to a +more-stable branch is a deliberate action in which you want to publish a change +or a set of changes to (some subset of) the world: for example, this happens +when a PR is landed, or as part of our release process.</p> +<p>So, what counts as a more- or less-stable branch? A little reflection will show +that our active branches are ordered thus, from more-stable to less-stable:</p> +<ul> +<li><code>master</code> (tracks our last release).</li> +<li><code>release-vX.Y</code> (the branch where we prepare the next release)<sup +id="a3"><a href="#f3">3</a></sup>.</li> +<li>PR branches which are targeting the release.</li> +<li><code>develop</code> (our "mainline" branch containing our bleeding-edge).</li> +<li>regular PR branches.</li> +</ul> +<p>The corollary is: if you have a bugfix that needs to land in both +<code>release-vX.Y</code> <em>and</em> <code>develop</code>, then you should base your PR on +<code>release-vX.Y</code>, get it merged there, and then merge from <code>release-vX.Y</code> to +<code>develop</code>. (If a fix lands in <code>develop</code> and we later need it in a +release-branch, we can of course cherry-pick it, but landing it in the release +branch first helps reduce the chance of annoying conflicts.)</p> +<hr /> +<p><b id="f1">[1]</b>: “Squash and merge” is GitHub's term for this +operation. Given that there is no merge involved, I'm not convinced it's the +most intuitive name. <a href="#a1">^</a></p> +<p><b id="f2">[2]</b>: Well, anyone with commit access.<a href="#a2">^</a></p> +<p><b id="f3">[3]</b>: Very, very occasionally (I think this has happened once in +the history of Synapse), we've had two releases in flight at once. Obviously, +<code>release-v1.2</code> is more-stable than <code>release-v1.3</code>. <a href="#a3">^</a></p> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../development/releases.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/demo.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../development/releases.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/demo.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/img/git/branches.jpg b/v1.101/development/img/git/branches.jpg new file mode 100644 index 0000000000..715ecc8cd0 --- /dev/null +++ b/v1.101/development/img/git/branches.jpg Binary files differdiff --git a/v1.101/development/img/git/clean.png b/v1.101/development/img/git/clean.png new file mode 100644 index 0000000000..3accd7ccef --- /dev/null +++ b/v1.101/development/img/git/clean.png Binary files differdiff --git a/v1.101/development/img/git/squash.png b/v1.101/development/img/git/squash.png new file mode 100644 index 0000000000..234caca3e4 --- /dev/null +++ b/v1.101/development/img/git/squash.png Binary files differdiff --git a/v1.101/development/internal_documentation/index.html b/v1.101/development/internal_documentation/index.html new file mode 100644 index 0000000000..e56a6a1682 --- /dev/null +++ b/v1.101/development/internal_documentation/index.html @@ -0,0 +1,213 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>Internal Documentation - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../../favicon.svg"> + <link rel="shortcut icon" href="../../favicon.png"> + <link rel="stylesheet" href="../../css/variables.css"> + <link rel="stylesheet" href="../../css/general.css"> + <link rel="stylesheet" href="../../css/chrome.css"> + <link rel="stylesheet" href="../../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../../highlight.css"> + <link rel="stylesheet" href="../../tomorrow-night.css"> + <link rel="stylesheet" href="../../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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This saves the +developer time in place of needing to understand how the feature works by reading the +code.</p> +<p>Documentation that would be more useful for the perspective of a system administrator, +rather than a developer who's intending to change to code, should instead be placed +under the Usage section of the documentation.</p> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../../development/synapse_architecture/faster_joins.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../../development/saml.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../../development/synapse_architecture/faster_joins.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../../development/saml.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/releases.html b/v1.101/development/releases.html new file mode 100644 index 0000000000..db1472d3f6 --- /dev/null +++ b/v1.101/development/releases.html @@ -0,0 +1,234 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>Release Cycle - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../favicon.svg"> + <link rel="shortcut icon" href="../favicon.png"> + <link rel="stylesheet" href="../css/variables.css"> + <link rel="stylesheet" href="../css/general.css"> + <link rel="stylesheet" href="../css/chrome.css"> + <link rel="stylesheet" href="../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../highlight.css"> + <link rel="stylesheet" href="../tomorrow-night.css"> + <link rel="stylesheet" href="../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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</script> + + <!-- Hide / unhide sidebar before it is displayed --> + <script type="text/javascript"> + var html = document.querySelector('html'); + var sidebar = 'hidden'; + if (document.body.clientWidth >= 1080) { + try { sidebar = localStorage.getItem('mdbook-sidebar'); } catch(e) { } + sidebar = sidebar || 'visible'; + } + html.classList.remove('sidebar-visible'); + html.classList.add("sidebar-" + sidebar); + </script> + + <nav id="sidebar" class="sidebar" aria-label="Table of contents"> + <div class="sidebar-scrollbox"> + <ol class="chapter"><li class="chapter-item expanded affix "><li class="part-title">Introduction</li><li class="chapter-item expanded "><a href="../welcome_and_overview.html">Welcome and Overview</a></li><li class="chapter-item expanded affix "><li class="part-title">Setup</li><li class="chapter-item expanded "><a href="../setup/installation.html">Installation</a></li><li class="chapter-item expanded "><a href="../postgres.html">Using Postgres</a></li><li class="chapter-item expanded "><a href="../reverse_proxy.html">Configuring a Reverse Proxy</a></li><li class="chapter-item expanded "><a href="../setup/forward_proxy.html">Configuring a Forward/Outbound Proxy</a></li><li class="chapter-item expanded "><a href="../turn-howto.html">Configuring a Turn Server</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../setup/turn/coturn.html">coturn TURN server</a></li><li class="chapter-item expanded "><a href="../setup/turn/eturnal.html">eturnal TURN server</a></li></ol></li><li class="chapter-item expanded "><a href="../delegate.html">Delegation</a></li><li class="chapter-item expanded affix "><li class="part-title">Upgrading</li><li class="chapter-item expanded "><a href="../upgrade.html">Upgrading between Synapse Versions</a></li><li class="chapter-item expanded affix "><li class="part-title">Usage</li><li class="chapter-item expanded "><a href="../federate.html">Federation</a></li><li class="chapter-item expanded "><a href="../usage/configuration/index.html">Configuration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/configuration/config_documentation.html">Configuration Manual</a></li><li class="chapter-item expanded "><a href="../usage/configuration/homeserver_sample_config.html">Homeserver Sample Config File</a></li><li class="chapter-item expanded "><a href="../usage/configuration/logging_sample_config.html">Logging Sample Config File</a></li><li class="chapter-item expanded "><a href="../structured_logging.html">Structured Logging</a></li><li class="chapter-item expanded "><a href="../templates.html">Templates</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/index.html">User Authentication</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/index.html">Single-Sign On</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../openid.html">OpenID Connect</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/saml.html">SAML</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/cas.html">CAS</a></li><li class="chapter-item expanded "><a href="../sso_mapping_providers.html">SSO Mapping Providers</a></li></ol></li><li class="chapter-item expanded "><a href="../password_auth_providers.html">Password Auth Providers</a></li><li class="chapter-item expanded "><a href="../jwt.html">JSON Web Tokens</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/refresh_tokens.html">Refresh Tokens</a></li></ol></li><li class="chapter-item expanded "><a href="../CAPTCHA_SETUP.html">Registration Captcha</a></li><li class="chapter-item expanded "><a href="../application_services.html">Application Services</a></li><li class="chapter-item expanded "><a href="../server_notices.html">Server Notices</a></li><li class="chapter-item expanded "><a href="../consent_tracking.html">Consent Tracking</a></li><li class="chapter-item expanded "><a href="../user_directory.html">User Directory</a></li><li class="chapter-item expanded "><a href="../message_retention_policies.html">Message Retention Policies</a></li><li class="chapter-item expanded "><a href="../modules/index.html">Pluggable Modules</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../modules/writing_a_module.html">Writing a module</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../modules/spam_checker_callbacks.html">Spam checker callbacks</a></li><li class="chapter-item expanded "><a href="../modules/third_party_rules_callbacks.html">Third-party rules callbacks</a></li><li class="chapter-item expanded "><a href="../modules/presence_router_callbacks.html">Presence router callbacks</a></li><li class="chapter-item expanded "><a href="../modules/account_validity_callbacks.html">Account validity callbacks</a></li><li class="chapter-item expanded "><a href="../modules/password_auth_provider_callbacks.html">Password auth provider callbacks</a></li><li class="chapter-item expanded "><a href="../modules/background_update_controller_callbacks.html">Background update controller callbacks</a></li><li class="chapter-item expanded "><a href="../modules/account_data_callbacks.html">Account data callbacks</a></li><li class="chapter-item expanded "><a href="../modules/add_extra_fields_to_client_events_unsigned.html">Add extra fields to client events unsigned section callbacks</a></li><li class="chapter-item expanded "><a href="../modules/porting_legacy_module.html">Porting a legacy module to the new interface</a></li></ol></li></ol></li><li class="chapter-item expanded "><a href="../workers.html">Workers</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../synctl_workers.html">Using synctl with Workers</a></li><li class="chapter-item expanded "><a href="../systemd-with-workers/index.html">Systemd</a></li></ol></li></ol></li><li class="chapter-item expanded "><a href="../usage/administration/index.html">Administration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/administration/admin_api/index.html">Admin API</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../admin_api/account_validity.html">Account Validity</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/background_updates.html">Background Updates</a></li><li class="chapter-item expanded "><a href="../admin_api/event_reports.html">Event Reports</a></li><li class="chapter-item expanded "><a href="../admin_api/experimental_features.html">Experimental Features</a></li><li class="chapter-item expanded "><a href="../admin_api/media_admin_api.html">Media</a></li><li class="chapter-item expanded "><a href="../admin_api/purge_history_api.html">Purge History</a></li><li class="chapter-item expanded "><a href="../admin_api/register_api.html">Register Users</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/registration_tokens.html">Registration Tokens</a></li><li class="chapter-item expanded "><a href="../admin_api/room_membership.html">Manipulate Room Membership</a></li><li class="chapter-item expanded "><a href="../admin_api/rooms.html">Rooms</a></li><li class="chapter-item expanded "><a href="../admin_api/server_notices.html">Server Notices</a></li><li class="chapter-item expanded "><a href="../admin_api/statistics.html">Statistics</a></li><li class="chapter-item expanded "><a href="../admin_api/user_admin_api.html">Users</a></li><li class="chapter-item expanded "><a href="../admin_api/version_api.html">Server Version</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/federation.html">Federation</a></li></ol></li><li class="chapter-item expanded "><a href="../manhole.html">Manhole</a></li><li class="chapter-item expanded "><a href="../metrics-howto.html">Monitoring</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/administration/monitoring/reporting_homeserver_usage_statistics.html">Reporting Homeserver Usage Statistics</a></li></ol></li><li class="chapter-item expanded "><a href="../usage/administration/monthly_active_users.html">Monthly Active Users</a></li><li class="chapter-item expanded "><a href="../usage/administration/understanding_synapse_through_grafana_graphs.html">Understanding Synapse Through Grafana Graphs</a></li><li class="chapter-item expanded "><a href="../usage/administration/useful_sql_for_admins.html">Useful SQL for Admins</a></li><li class="chapter-item expanded "><a href="../usage/administration/database_maintenance_tools.html">Database Maintenance Tools</a></li><li class="chapter-item expanded "><a href="../usage/administration/state_groups.html">State Groups</a></li><li class="chapter-item expanded "><a href="../usage/administration/request_log.html">Request log format</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_faq.html">Admin FAQ</a></li><li class="chapter-item expanded "><div>Scripts</div></li></ol></li><li class="chapter-item expanded "><li class="part-title">Development</li><li class="chapter-item expanded "><a href="../development/contributing_guide.html">Contributing Guide</a></li><li class="chapter-item expanded "><a href="../code_style.html">Code Style</a></li><li class="chapter-item expanded "><a href="../development/reviews.html">Reviewing Code</a></li><li class="chapter-item expanded "><a href="../development/releases.html" class="active">Release Cycle</a></li><li class="chapter-item expanded "><a href="../development/git.html">Git Usage</a></li><li class="chapter-item expanded "><div>Testing</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../development/demo.html">Demo scripts</a></li></ol></li><li class="chapter-item expanded "><a href="../opentracing.html">OpenTracing</a></li><li class="chapter-item expanded "><a href="../development/database_schema.html">Database Schemas</a></li><li class="chapter-item expanded "><a href="../development/experimental_features.html">Experimental features</a></li><li class="chapter-item expanded "><a href="../development/dependencies.html">Dependency management</a></li><li class="chapter-item expanded "><div>Synapse Architecture</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../development/synapse_architecture/cancellation.html">Cancellation</a></li><li class="chapter-item expanded "><a href="../log_contexts.html">Log Contexts</a></li><li class="chapter-item expanded "><a href="../replication.html">Replication</a></li><li class="chapter-item expanded "><a href="../development/synapse_architecture/streams.html">Streams</a></li><li class="chapter-item expanded "><a href="../tcp_replication.html">TCP Replication</a></li><li class="chapter-item expanded "><a href="../development/synapse_architecture/faster_joins.html">Faster remote joins</a></li></ol></li><li class="chapter-item expanded "><a href="../development/internal_documentation/index.html">Internal Documentation</a></li><li><ol class="section"><li class="chapter-item expanded "><div>Single Sign-On</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../development/saml.html">SAML</a></li><li class="chapter-item expanded "><a href="../development/cas.html">CAS</a></li></ol></li><li class="chapter-item expanded "><a href="../development/room-dag-concepts.html">Room DAG concepts</a></li><li class="chapter-item expanded "><div>State Resolution</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../auth_chain_difference_algorithm.html">The Auth Chain Difference Algorithm</a></li></ol></li><li class="chapter-item expanded "><a href="../media_repository.html">Media Repository</a></li><li class="chapter-item expanded "><a href="../room_and_user_statistics.html">Room and User Statistics</a></li></ol></li><li class="chapter-item expanded "><div>Scripts</div></li><li class="chapter-item expanded affix "><li class="part-title">Other</li><li class="chapter-item expanded "><a href="../deprecation_policy.html">Dependency Deprecation Policy</a></li><li class="chapter-item expanded "><a href="../other/running_synapse_on_single_board_computers.html">Running Synapse on a Single-Board Computer</a></li></ol> + </div> + <div id="sidebar-resize-handle" class="sidebar-resize-handle"></div> + </nav> + + <div id="page-wrapper" class="page-wrapper"> + + <div class="page"> + <div id="menu-bar-hover-placeholder"></div> + <div id="menu-bar" class="menu-bar sticky bordered"> + <div 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class="icon-button" type="button" title="Search. (Shortkey: s)" aria-label="Toggle Searchbar" aria-expanded="false" aria-keyshortcuts="S" aria-controls="searchbar"> + <i class="fa fa-search"></i> + </button> + <div class="version-picker"> + <div class="dropdown"> + <div class="select"> + <span></span> + <i class="fa fa-chevron-down"></i> + </div> + <input type="hidden" name="version"> + <ul class="dropdown-menu"> + <!-- Versions will be added dynamically in version-picker.js --> + </ul> + </div> + </div> + </div> + + <h1 class="menu-title">Synapse</h1> + + <div class="right-buttons"> + <a href="../print.html" title="Print this book" aria-label="Print this book"> + <i id="print-button" class="fa fa-print"></i> + </a> + <a href="https://github.com/element-hq/synapse" title="Git repository" aria-label="Git repository"> + <i id="git-repository-button" class="fa fa-github"></i> + </a> + <a href="https://github.com/element-hq/synapse/edit/develop/docs/development/releases.md" title="Suggest an edit" aria-label="Suggest an edit"> + <i id="git-edit-button" class="fa fa-edit"></i> + </a> + </div> + </div> + + <div id="search-wrapper" class="hidden"> + <form id="searchbar-outer" class="searchbar-outer"> + <input type="search" id="searchbar" name="searchbar" placeholder="Search this book ..." aria-controls="searchresults-outer" aria-describedby="searchresults-header"> + </form> + <div id="searchresults-outer" class="searchresults-outer hidden"> + <div id="searchresults-header" class="searchresults-header"></div> + <ul id="searchresults"> + </ul> + </div> + </div> + <!-- Apply ARIA attributes after the sidebar and the sidebar toggle button are added to the DOM --> + <script type="text/javascript"> + document.getElementById('sidebar-toggle').setAttribute('aria-expanded', sidebar === 'visible'); + document.getElementById('sidebar').setAttribute('aria-hidden', sidebar !== 'visible'); + Array.from(document.querySelectorAll('#sidebar a')).forEach(function(link) { + link.setAttribute('tabIndex', sidebar === 'visible' ? 0 : -1); + }); + </script> + + <div id="content" class="content"> + <main> + <!-- Page table of contents --> + <div class="sidetoc"> + <nav class="pagetoc"></nav> + </div> + + <h1 id="synapse-release-cycle"><a class="header" href="#synapse-release-cycle">Synapse Release Cycle</a></h1> +<p>Releases of Synapse follow a two week release cycle with new releases usually +occurring on Tuesdays:</p> +<ul> +<li>Day 0: Synapse <code>N - 1</code> is released.</li> +<li>Day 7: Synapse <code>N</code> release candidate 1 is released.</li> +<li>Days 7 - 13: Synapse <code>N</code> release candidates 2+ are released, if bugs are found.</li> +<li>Day 14: Synapse <code>N</code> is released.</li> +</ul> +<p>Note that this schedule might be modified depending on the availability of the +Synapse team, e.g. releases may be skipped to avoid holidays.</p> +<p>Release announcements can be found in the +<a href="https://matrix.org/category/releases">release category of the Matrix blog</a>.</p> +<h2 id="bugfix-releases"><a class="header" href="#bugfix-releases">Bugfix releases</a></h2> +<p>If a bug is found after release that is deemed severe enough (by a combination +of the impacted users and the impact on those users) then a bugfix release may +be issued. This may be at any point in the release cycle.</p> +<h2 id="security-releases"><a class="header" href="#security-releases">Security releases</a></h2> +<p>Security will sometimes be backported to the previous version and released +immediately before the next release candidate. An example of this might be:</p> +<ul> +<li>Day 0: Synapse N - 1 is released.</li> +<li>Day 7: Synapse (N - 1).1 is released as Synapse N - 1 + the security fix.</li> +<li>Day 7: Synapse N release candidate 1 is released (including the security fix).</li> +</ul> +<p>Depending on the impact and complexity of security fixes, multiple fixes might +be held to be released together.</p> +<p>In some cases, a pre-disclosure of a security release will be issued as a notice +to Synapse operators that there is an upcoming security release. These can be +found in the <a href="https://matrix.org/category/security">security category of the Matrix blog</a>.</p> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../development/reviews.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/git.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../development/reviews.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/git.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/reviews.html b/v1.101/development/reviews.html new file mode 100644 index 0000000000..e78a45369c --- /dev/null +++ b/v1.101/development/reviews.html @@ -0,0 +1,237 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>Reviewing Code - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../favicon.svg"> + <link rel="shortcut icon" href="../favicon.png"> + <link rel="stylesheet" href="../css/variables.css"> + <link rel="stylesheet" href="../css/general.css"> + <link rel="stylesheet" href="../css/chrome.css"> + <link rel="stylesheet" href="../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../highlight.css"> + <link rel="stylesheet" href="../tomorrow-night.css"> + <link rel="stylesheet" href="../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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</script> + + <!-- Hide / unhide sidebar before it is displayed --> + <script type="text/javascript"> + var html = document.querySelector('html'); + var sidebar = 'hidden'; + if (document.body.clientWidth >= 1080) { + try { sidebar = localStorage.getItem('mdbook-sidebar'); } catch(e) { } + sidebar = sidebar || 'visible'; + } + html.classList.remove('sidebar-visible'); + html.classList.add("sidebar-" + sidebar); + </script> + + <nav id="sidebar" class="sidebar" aria-label="Table of contents"> + <div class="sidebar-scrollbox"> + <ol class="chapter"><li class="chapter-item expanded affix "><li class="part-title">Introduction</li><li class="chapter-item expanded "><a href="../welcome_and_overview.html">Welcome and Overview</a></li><li class="chapter-item expanded affix "><li class="part-title">Setup</li><li class="chapter-item expanded "><a href="../setup/installation.html">Installation</a></li><li class="chapter-item expanded "><a href="../postgres.html">Using Postgres</a></li><li class="chapter-item expanded "><a href="../reverse_proxy.html">Configuring a Reverse Proxy</a></li><li class="chapter-item expanded "><a href="../setup/forward_proxy.html">Configuring a Forward/Outbound Proxy</a></li><li class="chapter-item expanded "><a href="../turn-howto.html">Configuring a Turn Server</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../setup/turn/coturn.html">coturn TURN server</a></li><li class="chapter-item expanded "><a href="../setup/turn/eturnal.html">eturnal TURN server</a></li></ol></li><li class="chapter-item expanded "><a href="../delegate.html">Delegation</a></li><li class="chapter-item expanded affix "><li class="part-title">Upgrading</li><li class="chapter-item expanded "><a href="../upgrade.html">Upgrading between Synapse Versions</a></li><li class="chapter-item expanded affix "><li class="part-title">Usage</li><li class="chapter-item expanded "><a href="../federate.html">Federation</a></li><li class="chapter-item expanded "><a href="../usage/configuration/index.html">Configuration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/configuration/config_documentation.html">Configuration Manual</a></li><li class="chapter-item expanded "><a href="../usage/configuration/homeserver_sample_config.html">Homeserver Sample Config File</a></li><li class="chapter-item expanded "><a href="../usage/configuration/logging_sample_config.html">Logging Sample Config File</a></li><li class="chapter-item expanded "><a href="../structured_logging.html">Structured Logging</a></li><li class="chapter-item expanded "><a href="../templates.html">Templates</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/index.html">User Authentication</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/index.html">Single-Sign On</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../openid.html">OpenID Connect</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/saml.html">SAML</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/single_sign_on/cas.html">CAS</a></li><li class="chapter-item expanded "><a href="../sso_mapping_providers.html">SSO Mapping Providers</a></li></ol></li><li class="chapter-item expanded "><a href="../password_auth_providers.html">Password Auth Providers</a></li><li class="chapter-item expanded "><a href="../jwt.html">JSON Web Tokens</a></li><li class="chapter-item expanded "><a href="../usage/configuration/user_authentication/refresh_tokens.html">Refresh Tokens</a></li></ol></li><li class="chapter-item expanded "><a href="../CAPTCHA_SETUP.html">Registration Captcha</a></li><li class="chapter-item expanded "><a href="../application_services.html">Application Services</a></li><li class="chapter-item expanded "><a href="../server_notices.html">Server Notices</a></li><li class="chapter-item expanded "><a href="../consent_tracking.html">Consent Tracking</a></li><li class="chapter-item expanded "><a href="../user_directory.html">User Directory</a></li><li class="chapter-item expanded "><a href="../message_retention_policies.html">Message Retention Policies</a></li><li class="chapter-item expanded "><a href="../modules/index.html">Pluggable Modules</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../modules/writing_a_module.html">Writing a module</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../modules/spam_checker_callbacks.html">Spam checker callbacks</a></li><li class="chapter-item expanded "><a href="../modules/third_party_rules_callbacks.html">Third-party rules callbacks</a></li><li class="chapter-item expanded "><a href="../modules/presence_router_callbacks.html">Presence router callbacks</a></li><li class="chapter-item expanded "><a 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Workers</a></li><li class="chapter-item expanded "><a href="../systemd-with-workers/index.html">Systemd</a></li></ol></li></ol></li><li class="chapter-item expanded "><a href="../usage/administration/index.html">Administration</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/administration/admin_api/index.html">Admin API</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../admin_api/account_validity.html">Account Validity</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/background_updates.html">Background Updates</a></li><li class="chapter-item expanded "><a href="../admin_api/event_reports.html">Event Reports</a></li><li class="chapter-item expanded "><a href="../admin_api/experimental_features.html">Experimental Features</a></li><li class="chapter-item expanded "><a href="../admin_api/media_admin_api.html">Media</a></li><li class="chapter-item expanded "><a href="../admin_api/purge_history_api.html">Purge History</a></li><li class="chapter-item expanded "><a href="../admin_api/register_api.html">Register Users</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/registration_tokens.html">Registration Tokens</a></li><li class="chapter-item expanded "><a href="../admin_api/room_membership.html">Manipulate Room Membership</a></li><li class="chapter-item expanded "><a href="../admin_api/rooms.html">Rooms</a></li><li class="chapter-item expanded "><a href="../admin_api/server_notices.html">Server Notices</a></li><li class="chapter-item expanded "><a href="../admin_api/statistics.html">Statistics</a></li><li class="chapter-item expanded "><a href="../admin_api/user_admin_api.html">Users</a></li><li class="chapter-item expanded "><a href="../admin_api/version_api.html">Server Version</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_api/federation.html">Federation</a></li></ol></li><li class="chapter-item expanded "><a href="../manhole.html">Manhole</a></li><li class="chapter-item expanded "><a href="../metrics-howto.html">Monitoring</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../usage/administration/monitoring/reporting_homeserver_usage_statistics.html">Reporting Homeserver Usage Statistics</a></li></ol></li><li class="chapter-item expanded "><a href="../usage/administration/monthly_active_users.html">Monthly Active Users</a></li><li class="chapter-item expanded "><a href="../usage/administration/understanding_synapse_through_grafana_graphs.html">Understanding Synapse Through Grafana Graphs</a></li><li class="chapter-item expanded "><a href="../usage/administration/useful_sql_for_admins.html">Useful SQL for Admins</a></li><li class="chapter-item expanded "><a href="../usage/administration/database_maintenance_tools.html">Database Maintenance Tools</a></li><li class="chapter-item expanded "><a href="../usage/administration/state_groups.html">State Groups</a></li><li class="chapter-item expanded "><a href="../usage/administration/request_log.html">Request log format</a></li><li class="chapter-item expanded "><a href="../usage/administration/admin_faq.html">Admin FAQ</a></li><li class="chapter-item expanded "><div>Scripts</div></li></ol></li><li class="chapter-item expanded "><li class="part-title">Development</li><li class="chapter-item expanded "><a href="../development/contributing_guide.html">Contributing Guide</a></li><li class="chapter-item expanded "><a href="../code_style.html">Code Style</a></li><li class="chapter-item expanded "><a href="../development/reviews.html" class="active">Reviewing Code</a></li><li class="chapter-item expanded "><a href="../development/releases.html">Release Cycle</a></li><li class="chapter-item expanded "><a href="../development/git.html">Git Usage</a></li><li class="chapter-item expanded 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href="../auth_chain_difference_algorithm.html">The Auth Chain Difference Algorithm</a></li></ol></li><li class="chapter-item expanded "><a href="../media_repository.html">Media Repository</a></li><li class="chapter-item expanded "><a href="../room_and_user_statistics.html">Room and User Statistics</a></li></ol></li><li class="chapter-item expanded "><div>Scripts</div></li><li class="chapter-item expanded affix "><li class="part-title">Other</li><li class="chapter-item expanded "><a href="../deprecation_policy.html">Dependency Deprecation Policy</a></li><li class="chapter-item expanded "><a href="../other/running_synapse_on_single_board_computers.html">Running Synapse on a Single-Board Computer</a></li></ol> + </div> + <div id="sidebar-resize-handle" class="sidebar-resize-handle"></div> + </nav> + + <div id="page-wrapper" class="page-wrapper"> + + <div class="page"> + <div id="menu-bar-hover-placeholder"></div> + <div id="menu-bar" class="menu-bar sticky bordered"> + <div 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class="icon-button" type="button" title="Search. (Shortkey: s)" aria-label="Toggle Searchbar" aria-expanded="false" aria-keyshortcuts="S" aria-controls="searchbar"> + <i class="fa fa-search"></i> + </button> + <div class="version-picker"> + <div class="dropdown"> + <div class="select"> + <span></span> + <i class="fa fa-chevron-down"></i> + </div> + <input type="hidden" name="version"> + <ul class="dropdown-menu"> + <!-- Versions will be added dynamically in version-picker.js --> + </ul> + </div> + </div> + </div> + + <h1 class="menu-title">Synapse</h1> + + <div class="right-buttons"> + <a href="../print.html" title="Print this book" aria-label="Print this book"> + <i id="print-button" class="fa fa-print"></i> + </a> + <a href="https://github.com/element-hq/synapse" title="Git repository" aria-label="Git repository"> + <i id="git-repository-button" class="fa fa-github"></i> + </a> + <a href="https://github.com/element-hq/synapse/edit/develop/docs/development/reviews.md" title="Suggest an edit" aria-label="Suggest an edit"> + <i id="git-edit-button" class="fa fa-edit"></i> + </a> + </div> + </div> + + <div id="search-wrapper" class="hidden"> + <form id="searchbar-outer" class="searchbar-outer"> + <input type="search" id="searchbar" name="searchbar" placeholder="Search this book ..." aria-controls="searchresults-outer" aria-describedby="searchresults-header"> + </form> + <div id="searchresults-outer" class="searchresults-outer hidden"> + <div id="searchresults-header" class="searchresults-header"></div> + <ul id="searchresults"> + </ul> + </div> + </div> + <!-- Apply ARIA attributes after the sidebar and the sidebar toggle button are added to the DOM --> + <script type="text/javascript"> + document.getElementById('sidebar-toggle').setAttribute('aria-expanded', sidebar === 'visible'); + document.getElementById('sidebar').setAttribute('aria-hidden', sidebar !== 'visible'); + Array.from(document.querySelectorAll('#sidebar a')).forEach(function(link) { + link.setAttribute('tabIndex', sidebar === 'visible' ? 0 : -1); + }); + </script> + + <div id="content" class="content"> + <main> + <!-- Page table of contents --> + <div class="sidetoc"> + <nav class="pagetoc"></nav> + </div> + + <h1 id="some-notes-on-how-we-do-reviews"><a class="header" href="#some-notes-on-how-we-do-reviews">Some notes on how we do reviews</a></h1> +<p>The Synapse team works off a shared review queue -- any new pull requests for +Synapse (or related projects) has a review requested from the entire team. Team +members should process this queue using the following rules:</p> +<ul> +<li>Any high urgency pull requests (e.g. fixes for broken continuous integration +or fixes for release blockers);</li> +<li>Follow-up reviews for pull requests which have previously received reviews;</li> +<li>Any remaining pull requests.</li> +</ul> +<p>For the latter two categories above, older pull requests should be prioritised.</p> +<p>It is explicit that there is no priority given to pull requests from the team +(vs from the community). If a pull request requires a quick turn around, please +explicitly communicate this via <a href="https://matrix.to/#/#synapse-dev:matrix.org">#synapse-dev:matrix.org</a> +or as a comment on the pull request.</p> +<p>Once an initial review has been completed and the author has made additional changes, +follow-up reviews should go back to the same reviewer. This helps build a shared +context and conversation between author and reviewer.</p> +<p>As a team we aim to keep the number of inflight pull requests to a minimum to ensure +that ongoing work is finished before starting new work.</p> +<h2 id="performing-a-review"><a class="header" href="#performing-a-review">Performing a review</a></h2> +<p>To communicate to the rest of the team the status of each pull request, team +members should do the following:</p> +<ul> +<li>Assign themselves to the pull request (they should be left assigned to the +pull request until it is merged, closed, or are no longer the reviewer);</li> +<li>Review the pull request by leaving comments, questions, and suggestions;</li> +<li>Mark the pull request appropriately (as needing changes or accepted).</li> +</ul> +<p>If you are unsure about a particular part of the pull request (or are not confident +in your understanding of part of the code) then ask questions or request review +from the team again. 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An edge is just a connection +between two events. In Synapse, we connect events by specifying their +<code>prev_events</code>. A subsequent event points back at a previous event.</p> +<pre><code>A (oldest) <---- B <---- C (most recent) +</code></pre> +<h2 id="depth-and-stream-ordering"><a class="header" href="#depth-and-stream-ordering">Depth and stream ordering</a></h2> +<p>Events are normally sorted by <code>(topological_ordering, stream_ordering)</code> where +<code>topological_ordering</code> is just <code>depth</code>. In other words, we first sort by <code>depth</code> +and then tie-break based on <code>stream_ordering</code>. <code>depth</code> is incremented as new +messages are added to the DAG. Normally, <code>stream_ordering</code> is an auto +incrementing integer, but backfilled events start with <code>stream_ordering=-1</code> and decrement.</p> +<hr /> +<ul> +<li><code>/sync</code> returns things in the order they arrive at the server (<code>stream_ordering</code>).</li> +<li><code>/messages</code> (and <code>/backfill</code> in the federation API) return them in the order determined by the event graph <code>(topological_ordering, stream_ordering)</code>.</li> +</ul> +<p>The general idea is that, if you're following a room in real-time (i.e. +<code>/sync</code>), you probably want to see the messages as they arrive at your server, +rather than skipping any that arrived late; whereas if you're looking at a +historical section of timeline (i.e. <code>/messages</code>), you want to see the best +representation of the state of the room as others were seeing it at the time.</p> +<h2 id="outliers"><a class="header" href="#outliers">Outliers</a></h2> +<p>We mark an event as an <code>outlier</code> when we haven't figured out the state for the +room at that point in the DAG yet. They are "floating" events that we haven't +yet correlated to the DAG.</p> +<p>Outliers typically arise when we fetch the auth chain or state for a given +event. When that happens, we just grab the events in the state/auth chain, +without calculating the state at those events, or backfilling their +<code>prev_events</code>. Since we don't have the state at any events fetched in that +way, we mark them as outliers.</p> +<p>So, typically, we won't have the <code>prev_events</code> of an <code>outlier</code> in the database, +(though it's entirely possible that we <em>might</em> have them for some other +reason). Other things that make outliers different from regular events:</p> +<ul> +<li> +<p>We don't have state for them, so there should be no entry in +<code>event_to_state_groups</code> for an outlier. (In practice this isn't always +the case, though I'm not sure why: see https://github.com/matrix-org/synapse/issues/12201).</p> +</li> +<li> +<p>We don't record entries for them in the <code>event_edges</code>, +<code>event_forward_extremeties</code> or <code>event_backward_extremities</code> tables.</p> +</li> +</ul> +<p>Since outliers are not tied into the DAG, they do not normally form part of the +timeline sent down to clients via <code>/sync</code> or <code>/messages</code>; however there is an +exception:</p> +<h3 id="out-of-band-membership-events"><a class="header" href="#out-of-band-membership-events">Out-of-band membership events</a></h3> +<p>A special case of outlier events are some membership events for federated rooms +that we aren't full members of. For example:</p> +<ul> +<li>invites received over federation, before we join the room</li> +<li><em>rejections</em> for said invites</li> +<li>knock events for rooms that we would like to join but have not yet joined.</li> +</ul> +<p>In all the above cases, we don't have the state for the room, which is why they +are treated as outliers. They are a bit special though, in that they are +proactively sent to clients via <code>/sync</code>.</p> +<h2 id="forward-extremity"><a class="header" href="#forward-extremity">Forward extremity</a></h2> +<p>Most-recent-in-time events in the DAG which are not referenced by any other +events' <code>prev_events</code> yet. (In this definition, outliers, rejected events, and +soft-failed events don't count.)</p> +<p>The forward extremities of a room (or at least, a subset of them, if there are +more than ten) are used as the <code>prev_events</code> when the next event is sent.</p> +<p>The "current state" of a room (ie: the state which would be used if we +generated a new event) is, therefore, the resolution of the room states +at each of the forward extremities.</p> +<h2 id="backward-extremity"><a class="header" href="#backward-extremity">Backward extremity</a></h2> +<p>The current marker of where we have backfilled up to and will generally be the +<code>prev_events</code> of the oldest-in-time events we have in the DAG. This gives a starting point when +backfilling history.</p> +<p>Note that, unlike forward extremities, we typically don't have any backward +extremity events themselves in the database - or, if we do, they will be "outliers" (see +above). Either way, we don't expect to have the room state at a backward extremity.</p> +<p>When we persist a non-outlier event, if it was previously a backward extremity, +we clear it as a backward extremity and set all of its <code>prev_events</code> as the new +backward extremities if they aren't already persisted as non-outliers. This +therefore keeps the backward extremities up-to-date.</p> +<h2 id="state-groups"><a class="header" href="#state-groups">State groups</a></h2> +<p>For every non-outlier event we need to know the state at that event. Instead of +storing the full state for each event in the DB (i.e. a <code>event_id -> state</code> +mapping), which is <em>very</em> space inefficient when state doesn't change, we +instead assign each different set of state a "state group" and then have +mappings of <code>event_id -> state_group</code> and <code>state_group -> state</code>.</p> +<h3 id="stage-group-edges"><a class="header" href="#stage-group-edges">Stage group edges</a></h3> +<p>TODO: <code>state_group_edges</code> is a further optimization... +notes from @Azrenbeth, https://pastebin.com/seUGVGeT</p> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../development/cas.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../auth_chain_difference_algorithm.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../development/cas.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../auth_chain_difference_algorithm.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/saml.html b/v1.101/development/saml.html new file mode 100644 index 0000000000..fe9405c747 --- /dev/null +++ b/v1.101/development/saml.html @@ -0,0 +1,242 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>SAML - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../favicon.svg"> + <link rel="shortcut icon" href="../favicon.png"> + <link rel="stylesheet" href="../css/variables.css"> + <link rel="stylesheet" href="../css/general.css"> + <link rel="stylesheet" href="../css/chrome.css"> + <link rel="stylesheet" href="../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../highlight.css"> + <link rel="stylesheet" href="../tomorrow-night.css"> + <link rel="stylesheet" href="../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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(Shortkey: s)" aria-label="Toggle Searchbar" aria-expanded="false" aria-keyshortcuts="S" aria-controls="searchbar"> + <i class="fa fa-search"></i> + </button> + <div class="version-picker"> + <div class="dropdown"> + <div class="select"> + <span></span> + <i class="fa fa-chevron-down"></i> + </div> + <input type="hidden" name="version"> + <ul class="dropdown-menu"> + <!-- Versions will be added dynamically in version-picker.js --> + </ul> + </div> + </div> + </div> + + <h1 class="menu-title">Synapse</h1> + + <div class="right-buttons"> + <a href="../print.html" title="Print this book" aria-label="Print this book"> + <i id="print-button" class="fa fa-print"></i> + </a> + <a href="https://github.com/element-hq/synapse" title="Git repository" aria-label="Git repository"> + <i id="git-repository-button" class="fa fa-github"></i> + </a> + <a href="https://github.com/element-hq/synapse/edit/develop/docs/development/saml.md" title="Suggest an edit" aria-label="Suggest an edit"> + <i id="git-edit-button" class="fa fa-edit"></i> + </a> + </div> + </div> + + <div id="search-wrapper" class="hidden"> + <form id="searchbar-outer" class="searchbar-outer"> + <input type="search" id="searchbar" name="searchbar" placeholder="Search this book ..." aria-controls="searchresults-outer" aria-describedby="searchresults-header"> + </form> + <div id="searchresults-outer" class="searchresults-outer hidden"> + <div id="searchresults-header" class="searchresults-header"></div> + <ul id="searchresults"> + </ul> + </div> + </div> + <!-- Apply ARIA attributes after the sidebar and the sidebar toggle button are added to the DOM --> + <script type="text/javascript"> + document.getElementById('sidebar-toggle').setAttribute('aria-expanded', sidebar === 'visible'); + document.getElementById('sidebar').setAttribute('aria-hidden', sidebar !== 'visible'); + Array.from(document.querySelectorAll('#sidebar a')).forEach(function(link) { + link.setAttribute('tabIndex', sidebar === 'visible' ? 0 : -1); + }); + </script> + + <div id="content" class="content"> + <main> + <!-- Page table of contents --> + <div class="sidetoc"> + <nav class="pagetoc"></nav> + </div> + + <h1 id="how-to-test-saml-as-a-developer-without-a-server"><a class="header" href="#how-to-test-saml-as-a-developer-without-a-server">How to test SAML as a developer without a server</a></h1> +<p>https://fujifish.github.io/samling/samling.html (https://github.com/fujifish/samling) is a great resource for being able to tinker with the +SAML options within Synapse without needing to deploy and configure a complicated software stack.</p> +<p>To make Synapse (and therefore Element) use it:</p> +<ol> +<li>Use the samling.html URL above or deploy your own and visit the IdP Metadata tab.</li> +<li>Copy the XML to your clipboard.</li> +<li>On your Synapse server, create a new file <code>samling.xml</code> next to your <code>homeserver.yaml</code> with +the XML from step 2 as the contents.</li> +<li>Edit your <code>homeserver.yaml</code> to include: +<pre><code class="language-yaml">saml2_config: + sp_config: + allow_unknown_attributes: true # Works around a bug with AVA Hashes: https://github.com/IdentityPython/pysaml2/issues/388 + metadata: + local: ["samling.xml"] +</code></pre> +</li> +<li>Ensure that your <code>homeserver.yaml</code> has a setting for <code>public_baseurl</code>: +<pre><code class="language-yaml">public_baseurl: http://localhost:8080/ +</code></pre> +</li> +<li>Run <code>apt-get install xmlsec1</code> and <code>pip install --upgrade --force 'pysaml2>=4.5.0'</code> to ensure +the dependencies are installed and ready to go.</li> +<li>Restart Synapse.</li> +</ol> +<p>Then in Element:</p> +<ol> +<li>Visit the login page and point Element towards your homeserver using the <code>public_baseurl</code> above.</li> +<li>Click the Single Sign-On button.</li> +<li>On the samling page, enter a Name Identifier and add a SAML Attribute for <code>uid=your_localpart</code>. +The response must also be signed.</li> +<li>Click "Next".</li> +<li>Click "Post Response" (change nothing).</li> +<li>You should be logged in.</li> +</ol> +<p>If you try and repeat this process, you may be automatically logged in using the information you +gave previously. To fix this, open your developer console (<code>F12</code> or <code>Ctrl+Shift+I</code>) while on the +samling page and clear the site data. In Chrome, this will be a button on the Application tab.</p> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../development/internal_documentation/index.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/cas.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../development/internal_documentation/index.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../development/cas.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/synapse_architecture/cancellation.html b/v1.101/development/synapse_architecture/cancellation.html new file mode 100644 index 0000000000..5102faf456 --- /dev/null +++ b/v1.101/development/synapse_architecture/cancellation.html @@ -0,0 +1,551 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>Cancellation - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../../favicon.svg"> + <link rel="shortcut icon" href="../../favicon.png"> + <link rel="stylesheet" href="../../css/variables.css"> + <link rel="stylesheet" href="../../css/general.css"> + <link rel="stylesheet" href="../../css/chrome.css"> + <link rel="stylesheet" href="../../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../../highlight.css"> + <link rel="stylesheet" href="../../tomorrow-night.css"> + <link rel="stylesheet" href="../../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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</script> + + <!-- Hide / unhide sidebar before it is displayed --> + <script type="text/javascript"> + var html = document.querySelector('html'); + var sidebar = 'hidden'; + if (document.body.clientWidth >= 1080) { + try { sidebar = localStorage.getItem('mdbook-sidebar'); } catch(e) { } + sidebar = sidebar || 'visible'; + } + html.classList.remove('sidebar-visible'); + html.classList.add("sidebar-" + sidebar); + </script> + + <nav id="sidebar" class="sidebar" aria-label="Table of contents"> + <div class="sidebar-scrollbox"> + <ol class="chapter"><li class="chapter-item expanded affix "><li class="part-title">Introduction</li><li class="chapter-item expanded "><a href="../../welcome_and_overview.html">Welcome and Overview</a></li><li class="chapter-item expanded affix "><li class="part-title">Setup</li><li class="chapter-item expanded "><a href="../../setup/installation.html">Installation</a></li><li class="chapter-item expanded "><a href="../../postgres.html">Using Postgres</a></li><li class="chapter-item expanded "><a href="../../reverse_proxy.html">Configuring a Reverse Proxy</a></li><li class="chapter-item expanded "><a href="../../setup/forward_proxy.html">Configuring a Forward/Outbound Proxy</a></li><li class="chapter-item expanded "><a href="../../turn-howto.html">Configuring a Turn Server</a></li><li><ol class="section"><li class="chapter-item expanded "><a href="../../setup/turn/coturn.html">coturn TURN server</a></li><li class="chapter-item expanded "><a href="../../setup/turn/eturnal.html">eturnal TURN server</a></li></ol></li><li class="chapter-item expanded "><a href="../../delegate.html">Delegation</a></li><li class="chapter-item expanded affix "><li class="part-title">Upgrading</li><li class="chapter-item expanded "><a href="../../upgrade.html">Upgrading between Synapse Versions</a></li><li class="chapter-item expanded affix "><li class="part-title">Usage</li><li class="chapter-item expanded "><a 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class="chapter-item expanded "><div>Synapse Architecture</div></li><li><ol class="section"><li class="chapter-item expanded "><a href="../../development/synapse_architecture/cancellation.html" class="active">Cancellation</a></li><li class="chapter-item expanded "><a href="../../log_contexts.html">Log Contexts</a></li><li class="chapter-item expanded "><a href="../../replication.html">Replication</a></li><li class="chapter-item expanded "><a href="../../development/synapse_architecture/streams.html">Streams</a></li><li class="chapter-item expanded "><a href="../../tcp_replication.html">TCP Replication</a></li><li class="chapter-item expanded "><a href="../../development/synapse_architecture/faster_joins.html">Faster remote joins</a></li></ol></li><li class="chapter-item expanded "><a href="../../development/internal_documentation/index.html">Internal Documentation</a></li><li><ol class="section"><li class="chapter-item expanded "><div>Single Sign-On</div></li><li><ol class="section"><li 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class="chapter-item expanded "><a href="../../other/running_synapse_on_single_board_computers.html">Running Synapse on a Single-Board Computer</a></li></ol> + </div> + <div id="sidebar-resize-handle" class="sidebar-resize-handle"></div> + </nav> + + <div id="page-wrapper" class="page-wrapper"> + + <div class="page"> + <div id="menu-bar-hover-placeholder"></div> + <div id="menu-bar" class="menu-bar sticky bordered"> + <div class="left-buttons"> + <button id="sidebar-toggle" class="icon-button" type="button" title="Toggle Table of Contents" aria-label="Toggle Table of Contents" aria-controls="sidebar"> + <i class="fa fa-bars"></i> + </button> + <button id="theme-toggle" class="icon-button" type="button" title="Change theme" aria-label="Change theme" aria-haspopup="true" aria-expanded="false" aria-controls="theme-list"> + <i class="fa fa-paint-brush"></i> + </button> + <ul id="theme-list" class="theme-popup" aria-label="Themes" role="menu"> + <li role="none"><button role="menuitem" 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(Shortkey: s)" aria-label="Toggle Searchbar" aria-expanded="false" aria-keyshortcuts="S" aria-controls="searchbar"> + <i class="fa fa-search"></i> + </button> + <div class="version-picker"> + <div class="dropdown"> + <div class="select"> + <span></span> + <i class="fa fa-chevron-down"></i> + </div> + <input type="hidden" name="version"> + <ul class="dropdown-menu"> + <!-- Versions will be added dynamically in version-picker.js --> + </ul> + </div> + </div> + </div> + + <h1 class="menu-title">Synapse</h1> + + <div class="right-buttons"> + <a href="../../print.html" title="Print this book" aria-label="Print this book"> + <i id="print-button" class="fa fa-print"></i> + </a> + <a href="https://github.com/element-hq/synapse" title="Git repository" aria-label="Git repository"> + <i id="git-repository-button" class="fa fa-github"></i> + </a> + <a href="https://github.com/element-hq/synapse/edit/develop/docs/development/synapse_architecture/cancellation.md" title="Suggest an edit" aria-label="Suggest an edit"> + <i id="git-edit-button" class="fa fa-edit"></i> + </a> + </div> + </div> + + <div id="search-wrapper" class="hidden"> + <form id="searchbar-outer" class="searchbar-outer"> + <input type="search" id="searchbar" name="searchbar" placeholder="Search this book ..." aria-controls="searchresults-outer" aria-describedby="searchresults-header"> + </form> + <div id="searchresults-outer" class="searchresults-outer hidden"> + <div id="searchresults-header" class="searchresults-header"></div> + <ul id="searchresults"> + </ul> + </div> + </div> + <!-- Apply ARIA attributes after the sidebar and the sidebar toggle button are added to the DOM --> + <script type="text/javascript"> + document.getElementById('sidebar-toggle').setAttribute('aria-expanded', sidebar === 'visible'); + document.getElementById('sidebar').setAttribute('aria-hidden', sidebar !== 'visible'); + Array.from(document.querySelectorAll('#sidebar a')).forEach(function(link) { + link.setAttribute('tabIndex', sidebar === 'visible' ? 0 : -1); + }); + </script> + + <div id="content" class="content"> + <main> + <!-- Page table of contents --> + <div class="sidetoc"> + <nav class="pagetoc"></nav> + </div> + + <h1 id="cancellation"><a class="header" href="#cancellation">Cancellation</a></h1> +<p>Sometimes, requests take a long time to service and clients disconnect +before Synapse produces a response. To avoid wasting resources, Synapse +can cancel request processing for select endpoints marked with the +<code>@cancellable</code> decorator.</p> +<p>Synapse makes use of Twisted's <code>Deferred.cancel()</code> feature to make +cancellation work. The <code>@cancellable</code> decorator does nothing by itself +and merely acts as a flag, signalling to developers and other code alike +that a method can be cancelled.</p> +<h2 id="enabling-cancellation-for-an-endpoint"><a class="header" href="#enabling-cancellation-for-an-endpoint">Enabling cancellation for an endpoint</a></h2> +<ol> +<li>Check that the endpoint method, and any <code>async</code> functions in its call +tree handle cancellation correctly. See +<a href="#handling-cancellation-correctly">Handling cancellation correctly</a> +for a list of things to look out for.</li> +<li>Add the <code>@cancellable</code> decorator to the <code>on_GET/POST/PUT/DELETE</code> +method. It's not recommended to make non-<code>GET</code> methods cancellable, +since cancellation midway through some database updates is less +likely to be handled correctly.</li> +</ol> +<h2 id="mechanics"><a class="header" href="#mechanics">Mechanics</a></h2> +<p>There are two stages to cancellation: downward propagation of a +<code>cancel()</code> call, followed by upwards propagation of a <code>CancelledError</code> +out of a blocked <code>await</code>. +Both Twisted and asyncio have a cancellation mechanism.</p> +<table><thead><tr><th></th><th>Method</th><th>Exception</th><th>Exception inherits from</th></tr></thead><tbody> +<tr><td>Twisted</td><td><code>Deferred.cancel()</code></td><td><code>twisted.internet.defer.CancelledError</code></td><td><code>Exception</code> (!)</td></tr> +<tr><td>asyncio</td><td><code>Task.cancel()</code></td><td><code>asyncio.CancelledError</code></td><td><code>BaseException</code></td></tr> +</tbody></table> +<h3 id="deferredcancel"><a class="header" href="#deferredcancel">Deferred.cancel()</a></h3> +<p>When Synapse starts handling a request, it runs the async method +responsible for handling it using <code>defer.ensureDeferred</code>, which returns +a <code>Deferred</code>. For example:</p> +<pre><code class="language-python">def do_something() -> Deferred[None]: + ... + +@cancellable +async def on_GET() -> Tuple[int, JsonDict]: + d = make_deferred_yieldable(do_something()) + await d + return 200, {} + +request = defer.ensureDeferred(on_GET()) +</code></pre> +<p>When a client disconnects early, Synapse checks for the presence of the +<code>@cancellable</code> decorator on <code>on_GET</code>. Since <code>on_GET</code> is cancellable, +<code>Deferred.cancel()</code> is called on the <code>Deferred</code> from +<code>defer.ensureDeferred</code>, ie. <code>request</code>. Twisted knows which <code>Deferred</code> +<code>request</code> is waiting on and passes the <code>cancel()</code> call on to <code>d</code>.</p> +<p>The <code>Deferred</code> being waited on, <code>d</code>, may have its own handling for +<code>cancel()</code> and pass the call on to other <code>Deferred</code>s.</p> +<p>Eventually, a <code>Deferred</code> handles the <code>cancel()</code> call by resolving itself +with a <code>CancelledError</code>.</p> +<h3 id="cancellederror"><a class="header" href="#cancellederror">CancelledError</a></h3> +<p>The <code>CancelledError</code> gets raised out of the <code>await</code> and bubbles up, as +per normal Python exception handling.</p> +<h2 id="handling-cancellation-correctly"><a class="header" href="#handling-cancellation-correctly">Handling cancellation correctly</a></h2> +<p>In general, when writing code that might be subject to cancellation, two +things must be considered:</p> +<ul> +<li>The effect of <code>CancelledError</code>s raised out of <code>await</code>s.</li> +<li>The effect of <code>Deferred</code>s being <code>cancel()</code>ed.</li> +</ul> +<p>Examples of code that handles cancellation incorrectly include:</p> +<ul> +<li><code>try-except</code> blocks which swallow <code>CancelledError</code>s.</li> +<li>Code that shares the same <code>Deferred</code>, which may be cancelled, between +multiple requests.</li> +<li>Code that starts some processing that's exempt from cancellation, but +uses a logging context from cancellable code. The logging context +will be finished upon cancellation, while the uncancelled processing +is still using it.</li> +</ul> +<p>Some common patterns are listed below in more detail.</p> +<h3 id="async-function-calls"><a class="header" href="#async-function-calls"><code>async</code> function calls</a></h3> +<p>Most functions in Synapse are relatively straightforward from a +cancellation standpoint: they don't do anything with <code>Deferred</code>s and +purely call and <code>await</code> other <code>async</code> functions.</p> +<p>An <code>async</code> function handles cancellation correctly if its own code +handles cancellation correctly and all the async function it calls +handle cancellation correctly. For example:</p> +<pre><code class="language-python">async def do_two_things() -> None: + check_something() + await do_something() + await do_something_else() +</code></pre> +<p><code>do_two_things</code> handles cancellation correctly if <code>do_something</code> and +<code>do_something_else</code> handle cancellation correctly.</p> +<p>That is, when checking whether a function handles cancellation +correctly, its implementation and all its <code>async</code> function calls need to +be checked, recursively.</p> +<p>As <code>check_something</code> is not <code>async</code>, it does not need to be checked.</p> +<h3 id="cancellederrors"><a class="header" href="#cancellederrors">CancelledErrors</a></h3> +<p>Because Twisted's <code>CancelledError</code>s are <code>Exception</code>s, it's easy to +accidentally catch and suppress them. Care must be taken to ensure that +<code>CancelledError</code>s are allowed to propagate upwards.</p> +<table width="100%"> +<tr> +<td width="50%" valign="top"> +<p><strong>Bad</strong>:</p> +<pre><code class="language-python">try: + await do_something() +except Exception: + # `CancelledError` gets swallowed here. + logger.info(...) +</code></pre> +</td> +<td width="50%" valign="top"> +<p><strong>Good</strong>:</p> +<pre><code class="language-python">try: + await do_something() +except CancelledError: + raise +except Exception: + logger.info(...) +</code></pre> +</td> +</tr> +<tr> +<td width="50%" valign="top"> +<p><strong>OK</strong>:</p> +<pre><code class="language-python">try: + check_something() + # A `CancelledError` won't ever be raised here. +except Exception: + logger.info(...) +</code></pre> +</td> +<td width="50%" valign="top"> +<p><strong>Good</strong>:</p> +<pre><code class="language-python">try: + await do_something() +except ValueError: + logger.info(...) +</code></pre> +</td> +</tr> +</table> +<h4 id="defergatherresults"><a class="header" href="#defergatherresults">defer.gatherResults</a></h4> +<p><code>defer.gatherResults</code> produces a <code>Deferred</code> which:</p> +<ul> +<li>broadcasts <code>cancel()</code> calls to every <code>Deferred</code> being waited on.</li> +<li>wraps the first exception it sees in a <code>FirstError</code>.</li> +</ul> +<p>Together, this means that <code>CancelledError</code>s will be wrapped in +a <code>FirstError</code> unless unwrapped. Such <code>FirstError</code>s are liable to be +swallowed, so they must be unwrapped.</p> +<table width="100%"> +<tr> +<td width="50%" valign="top"> +<p><strong>Bad</strong>:</p> +<pre><code class="language-python">async def do_something() -> None: + await make_deferred_yieldable( + defer.gatherResults([...], consumeErrors=True) + ) + +try: + await do_something() +except CancelledError: + raise +except Exception: + # `FirstError(CancelledError)` gets swallowed here. + logger.info(...) +</code></pre> +</td> +<td width="50%" valign="top"> +<p><strong>Good</strong>:</p> +<pre><code class="language-python">async def do_something() -> None: + await make_deferred_yieldable( + defer.gatherResults([...], consumeErrors=True) + ).addErrback(unwrapFirstError) + +try: + await do_something() +except CancelledError: + raise +except Exception: + logger.info(...) +</code></pre> +</td> +</tr> +</table> +<h3 id="creation-of-deferreds"><a class="header" href="#creation-of-deferreds">Creation of <code>Deferred</code>s</a></h3> +<p>If a function creates a <code>Deferred</code>, the effect of cancelling it must be considered. <code>Deferred</code>s that get shared are likely to have unintended behaviour when cancelled.</p> +<table width="100%"> +<tr> +<td width="50%" valign="top"> +<p><strong>Bad</strong>:</p> +<pre><code class="language-python">cache: Dict[str, Deferred[None]] = {} + +def wait_for_room(room_id: str) -> Deferred[None]: + deferred = cache.get(room_id) + if deferred is None: + deferred = Deferred() + cache[room_id] = deferred + # `deferred` can have multiple waiters. + # All of them will observe a `CancelledError` + # if any one of them is cancelled. + return make_deferred_yieldable(deferred) + +# Request 1 +await wait_for_room("!aAAaaAaaaAAAaAaAA:matrix.org") +# Request 2 +await wait_for_room("!aAAaaAaaaAAAaAaAA:matrix.org") +</code></pre> +</td> +<td width="50%" valign="top"> +<p><strong>Good</strong>:</p> +<pre><code class="language-python">cache: Dict[str, Deferred[None]] = {} + +def wait_for_room(room_id: str) -> Deferred[None]: + deferred = cache.get(room_id) + if deferred is None: + deferred = Deferred() + cache[room_id] = deferred + # `deferred` will never be cancelled now. + # A `CancelledError` will still come out of + # the `await`. + # `delay_cancellation` may also be used. + return make_deferred_yieldable(stop_cancellation(deferred)) + +# Request 1 +await wait_for_room("!aAAaaAaaaAAAaAaAA:matrix.org") +# Request 2 +await wait_for_room("!aAAaaAaaaAAAaAaAA:matrix.org") +</code></pre> +</td> +</tr> +<tr> +<td width="50%" valign="top"> +</td> +<td width="50%" valign="top"> +<p><strong>Good</strong>:</p> +<pre><code class="language-python">cache: Dict[str, List[Deferred[None]]] = {} + +def wait_for_room(room_id: str) -> Deferred[None]: + if room_id not in cache: + cache[room_id] = [] + # Each request gets its own `Deferred` to wait on. + deferred = Deferred() + cache[room_id]].append(deferred) + return make_deferred_yieldable(deferred) + +# Request 1 +await wait_for_room("!aAAaaAaaaAAAaAaAA:matrix.org") +# Request 2 +await wait_for_room("!aAAaaAaaaAAAaAaAA:matrix.org") +</code></pre> +</td> +</table> +<h3 id="uncancelled-processing"><a class="header" href="#uncancelled-processing">Uncancelled processing</a></h3> +<p>Some <code>async</code> functions may kick off some <code>async</code> processing which is +intentionally protected from cancellation, by <code>stop_cancellation</code> or +other means. If the <code>async</code> processing inherits the logcontext of the +request which initiated it, care must be taken to ensure that the +logcontext is not finished before the <code>async</code> processing completes.</p> +<table width="100%"> +<tr> +<td width="50%" valign="top"> +<p><strong>Bad</strong>:</p> +<pre><code class="language-python">cache: Optional[ObservableDeferred[None]] = None + +async def do_something_else( + to_resolve: Deferred[None] +) -> None: + await ... + logger.info("done!") + to_resolve.callback(None) + +async def do_something() -> None: + if not cache: + to_resolve = Deferred() + cache = ObservableDeferred(to_resolve) + # `do_something_else` will never be cancelled and + # can outlive the `request-1` logging context. + run_in_background(do_something_else, to_resolve) + + await make_deferred_yieldable(cache.observe()) + +with LoggingContext("request-1"): + await do_something() +</code></pre> +</td> +<td width="50%" valign="top"> +<p><strong>Good</strong>:</p> +<pre><code class="language-python">cache: Optional[ObservableDeferred[None]] = None + +async def do_something_else( + to_resolve: Deferred[None] +) -> None: + await ... + logger.info("done!") + to_resolve.callback(None) + +async def do_something() -> None: + if not cache: + to_resolve = Deferred() + cache = ObservableDeferred(to_resolve) + run_in_background(do_something_else, to_resolve) + # We'll wait until `do_something_else` is + # done before raising a `CancelledError`. + await make_deferred_yieldable( + delay_cancellation(cache.observe()) + ) + else: + await make_deferred_yieldable(cache.observe()) + +with LoggingContext("request-1"): + await do_something() +</code></pre> +</td> +</tr> +<tr> +<td width="50%"> +<p><strong>OK</strong>:</p> +<pre><code class="language-python">cache: Optional[ObservableDeferred[None]] = None + +async def do_something_else( + to_resolve: Deferred[None] +) -> None: + await ... + logger.info("done!") + to_resolve.callback(None) + +async def do_something() -> None: + if not cache: + to_resolve = Deferred() + cache = ObservableDeferred(to_resolve) + # `do_something_else` will get its own independent + # logging context. `request-1` will not count any + # metrics from `do_something_else`. + run_as_background_process( + "do_something_else", + do_something_else, + to_resolve, + ) + + await make_deferred_yieldable(cache.observe()) + +with LoggingContext("request-1"): + await do_something() +</code></pre> +</td> +<td width="50%"> +</td> +</tr> +</table> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../../development/dependencies.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../../log_contexts.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../../development/dependencies.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../../log_contexts.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; 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This allows servers to +request a lightweight response to the federation <code>/send_join</code> endpoint. +This is called a <strong>faster join</strong>, also known as a <strong>partial join</strong>. In these +notes we'll usually use the word "partial" as it matches the database schema.</p> +<h2 id="overview-processing-events-in-a-partially-joined-room"><a class="header" href="#overview-processing-events-in-a-partially-joined-room">Overview: processing events in a partially-joined room</a></h2> +<p>The response to a partial join consists of</p> +<ul> +<li>the requested join event <code>J</code>,</li> +<li>a list of the servers in the room (according to the state before <code>J</code>),</li> +<li>a subset of the state of the room before <code>J</code>,</li> +<li>the full auth chain of that state subset.</li> +</ul> +<p>Synapse marks the room as partially joined by adding a row to the database table +<code>partial_state_rooms</code>. It also marks the join event <code>J</code> as "partially stated", +meaning that we have neither received nor computed the full state before/after +<code>J</code>. This is done by adding a row to <code>partial_state_events</code>.</p> +<details><summary>DB schema</summary> +<pre><code>matrix=> \d partial_state_events +Table "matrix.partial_state_events" + Column │ Type │ Collation │ Nullable │ Default +══════════╪══════╪═══════════╪══════════╪═════════ + room_id │ text │ │ not null │ + event_id │ text │ │ not null │ + +matrix=> \d partial_state_rooms + Table "matrix.partial_state_rooms" + Column │ Type │ Collation │ Nullable │ Default +════════════════════════╪════════╪═══════════╪══════════╪═════════ + room_id │ text │ │ not null │ + device_lists_stream_id │ bigint │ │ not null │ 0 + join_event_id │ text │ │ │ + joined_via │ text │ │ │ + +matrix=> \d partial_state_rooms_servers + Table "matrix.partial_state_rooms_servers" + Column │ Type │ Collation │ Nullable │ Default +═════════════╪══════╪═══════════╪══════════╪═════════ + room_id │ text │ │ not null │ + server_name │ text │ │ not null │ +</code></pre> +<p>Indices, foreign-keys and check constraints are omitted for brevity.</p> +</details> +<p>While partially joined to a room, Synapse receives events <code>E</code> from remote +homeservers as normal, and can create events at the request of its local users. +However, we run into trouble when we enforce the <a href="https://spec.matrix.org/v1.5/server-server-api/#checks-performed-on-receipt-of-a-pdu">checks on an event</a>.</p> +<blockquote> +<ol> +<li>Is a valid event, otherwise it is dropped. For an event to be valid, it +must contain a room_id, and it must comply with the event format of that +room version.</li> +<li>Passes signature checks, otherwise it is dropped.</li> +<li>Passes hash checks, otherwise it is redacted before being processed further.</li> +<li>Passes authorization rules based on the event’s auth events, otherwise it +is rejected.</li> +<li><strong>Passes authorization rules based on the state before the event, otherwise +it is rejected.</strong></li> +<li><strong>Passes authorization rules based on the current state of the room, +otherwise it is “soft failed”.</strong></li> +</ol> +</blockquote> +<p>We can enforce checks 1--4 without any problems. +But we cannot enforce checks 5 or 6 with complete certainty, since Synapse does +not know the full state before <code>E</code>, nor that of the room.</p> +<h3 id="partial-state"><a class="header" href="#partial-state">Partial state</a></h3> +<p>Instead, we make a best-effort approximation. +While the room is considered partially joined, Synapse tracks the "partial +state" before events. +This works in a similar way as regular state:</p> +<ul> +<li>The partial state before <code>J</code> is that given to us by the partial join response.</li> +<li>The partial state before an event <code>E</code> is the resolution of the partial states +after each of <code>E</code>'s <code>prev_event</code>s.</li> +<li>If <code>E</code> is rejected or a message event, the partial state after <code>E</code> is the +partial state before <code>E</code>.</li> +<li>Otherwise, the partial state after <code>E</code> is the partial state before <code>E</code>, plus +<code>E</code> itself.</li> +</ul> +<p>More concisely, partial state propagates just like full state; the only +difference is that we "seed" it with an incomplete initial state. +Synapse records that we have only calculated partial state for this event with +a row in <code>partial_state_events</code>.</p> +<p>While the room remains partially stated, check 5 on incoming events to that +room becomes:</p> +<blockquote> +<ol start="5"> +<li>Passes authorization rules based on <strong>the resolution between the partial +state before <code>E</code> and <code>E</code>'s auth events.</strong> If the event fails to pass +authorization rules, it is rejected.</li> +</ol> +</blockquote> +<p>Additionally, check 6 is deleted: no soft-failures are enforced.</p> +<p>While partially joined, the current partial state of the room is defined as the +resolution across the partial states after all forward extremities in the room.</p> +<p><em>Remark.</em> Events with partial state are <em>not</em> considered +<a href="../room-dag-concepts.html#outliers">outliers</a>.</p> +<h3 id="approximation-error"><a class="header" href="#approximation-error">Approximation error</a></h3> +<p>Using partial state means the auth checks can fail in a few different ways<sup class="footnote-reference"><a href="#2">1</a></sup>.</p> +<div class="footnote-definition" id="2"><sup class="footnote-definition-label">1</sup> +<p>Is this exhaustive?</p> +</div> +<ul> +<li>We may erroneously accept an incoming event in check 5 based on partial state +when it would have been rejected based on full state, or vice versa.</li> +<li>This means that an event could erroneously be added to the current partial +state of the room when it would not be present in the full state of the room, +or vice versa.</li> +<li>Additionally, we may have skipped soft-failing an event that would have been +soft-failed based on full state.</li> +</ul> +<p>(Note that the discrepancies described in the last two bullets are user-visible.)</p> +<p>This means that we have to be very careful when we want to lookup pieces of room +state in a partially-joined room. Our approximation of the state may be +incorrect or missing. But we can make some educated guesses. If</p> +<ul> +<li>our partial state is likely to be correct, or</li> +<li>the consequences of our partial state being incorrect are minor,</li> +</ul> +<p>then we proceed as normal, and let the resync process fix up any mistakes (see +below).</p> +<p>When is our partial state likely to be correct?</p> +<ul> +<li>It's more accurate the closer we are to the partial join event. (So we should +ideally complete the resync as soon as possible.)</li> +<li>Non-member events: we will have received them as part of the partial join +response, if they were part of the room state at that point. We may +incorrectly accept or reject updates to that state (at first because we lack +remote membership information; later because of compounding errors), so these +can become incorrect over time.</li> +<li>Local members' memberships: we are the only ones who can create join and +knock events for our users. We can't be completely confident in the +correctness of bans, invites and kicks from other homeservers, but the resync +process should correct any mistakes.</li> +<li>Remote members' memberships: we did not receive these in the /send_join +response, so we have essentially no idea if these are correct or not.</li> +</ul> +<p>In short, we deem it acceptable to trust the partial state for non-membership +and local membership events. For remote membership events, we wait for the +resync to complete, at which point we have the full state of the room and can +proceed as normal.</p> +<h3 id="fixing-the-approximation-with-a-resync"><a class="header" href="#fixing-the-approximation-with-a-resync">Fixing the approximation with a resync</a></h3> +<p>The partial-state approximation is only a temporary affair. In the background, +synapse beings a "resync" process. This is a continuous loop, starting at the +partial join event and proceeding downwards through the event graph. For each +<code>E</code> seen in the room since partial join, Synapse will fetch </p> +<ul> +<li>the event ids in the state of the room before <code>E</code>, via +<a href="https://spec.matrix.org/v1.5/server-server-api/#get_matrixfederationv1state_idsroomid"><code>/state_ids</code></a>;</li> +<li>the event ids in the full auth chain of <code>E</code>, included in the <code>/state_ids</code> +response; and</li> +<li>any events from the previous two bullets that Synapse hasn't persisted, via +<a href="https://spec.matrix.org/v1.5/server-server-api/#get_matrixfederationv1stateroomid">`/state</a>.</li> +</ul> +<p>This means Synapse has (or can compute) the full state before <code>E</code>, which allows +Synapse to properly authorise or reject <code>E</code>. At this point ,the event +is considered to have "full state" rather than "partial state". We record this +by removing <code>E</code> from the <code>partial_state_events</code> table.</p> +<p>[<strong>TODO:</strong> Does Synapse persist a new state group for the full state +before <code>E</code>, or do we alter the (partial-)state group in-place? Are state groups +ever marked as partially-stated? ]</p> +<p>This scheme means it is possible for us to have accepted and sent an event to +clients, only to reject it during the resync. From a client's perspective, the +effect is similar to a retroactive +state change due to state resolution---i.e. a "state reset".<sup class="footnote-reference"><a href="#3">2</a></sup></p> +<div class="footnote-definition" id="3"><sup class="footnote-definition-label">2</sup> +<p>Clients should refresh caches to detect such a change. Rumour has it that +sliding sync will fix this.</p> +</div> +<p>When all events since the join <code>J</code> have been fully-stated, the room resync +process is complete. We record this by removing the room from +<code>partial_state_rooms</code>.</p> +<h2 id="faster-joins-on-workers"><a class="header" href="#faster-joins-on-workers">Faster joins on workers</a></h2> +<p>For the time being, the resync process happens on the master worker. +A new replication stream <code>un_partial_stated_room</code> is added. Whenever a resync +completes and a partial-state room becomes fully stated, a new message is sent +into that stream containing the room ID.</p> +<h2 id="notes-on-specific-cases"><a class="header" href="#notes-on-specific-cases">Notes on specific cases</a></h2> +<blockquote> +<p><strong>NB.</strong> The notes below are rough. Some of them are hidden under <code><details></code> +disclosures because they have yet to be implemented in mainline Synapse.</p> +</blockquote> +<h3 id="creating-events-during-a-partial-join"><a class="header" href="#creating-events-during-a-partial-join">Creating events during a partial join</a></h3> +<p>When sending out messages during a partial join, we assume our partial state is +accurate and proceed as normal. For this to have any hope of succeeding at all, +our partial state must contain an entry for each of the (type, state key) pairs +<a href="https://spec.matrix.org/v1.3/rooms/v10/#authorization-rules">specified by the auth rules</a>:</p> +<ul> +<li><code>m.room.create</code></li> +<li><code>m.room.join_rules</code></li> +<li><code>m.room.power_levels</code></li> +<li><code>m.room.third_party_invite</code></li> +<li><code>m.room.member</code></li> +</ul> +<p>The first four of these should be present in the state before <code>J</code> that is given +to us in the partial join response; only membership events are omitted. In order +for us to consider the user joined, we must have their membership event. That +means the only possible omission is the target's membership in an invite, kick +or ban.</p> +<p>The worst possibility is that we locally invite someone who is banned according to +the full state, because we lack their ban in our current partial state. The rest +of the federation---at least, those who are fully joined---should correctly +enforce the <a href="https://spec.matrix.org/v1.3/client-server-api/#room-membership">membership transition constraints</a>. So any the erroneous invite should be ignored by fully-joined +homeservers and resolved by the resync for partially-joined homeservers.</p> +<p>In more generality, there are two problems we're worrying about here:</p> +<ul> +<li>We might create an event that is valid under our partial state, only to later +find out that is actually invalid according to the full state.</li> +<li>Or: we might refuse to create an event that is invalid under our partial +state, even though it would be perfectly valid under the full state.</li> +</ul> +<p>However we expect such problems to be unlikely in practise, because</p> +<ul> +<li>We trust that the room has sensible power levels, e.g. that bad actors with +high power levels are demoted before their ban.</li> +<li>We trust that the resident server provides us up-to-date power levels, join +rules, etc.</li> +<li>State changes in rooms are relatively infrequent, and the resync period is +relatively quick.</li> +</ul> +<h4 id="sending-out-the-event-over-federation"><a class="header" href="#sending-out-the-event-over-federation">Sending out the event over federation</a></h4> +<p><strong>TODO:</strong> needs prose fleshing out.</p> +<p>Normally: send out in a fed txn to all HSes in the room. +We only know that some HSes were in the room at some point. Wat do. +Send it out to the list of servers from the first join. +<strong>TODO</strong> what do we do here if we have full state? +If the prev event was created by us, we can risk sending it to the wrong HS. (Motivation: privacy concern of the content. Not such a big deal for a public room or an encrypted room. But non-encrypted invite-only...) +But don't want to send out sensitive data in other HS's events in this way.</p> +<p>Suppose we discover after resync that we shouldn't have sent out one our events (not a prev_event) to a target HS. Not much we can do. +What about if we didn't send them an event but shouldn't've? +E.g. what if someone joined from a new HS shortly after you did? We wouldn't talk to them. +Could imagine sending out the "Missed" events after the resync but... painful to work out what they should have seen if they joined/left. +Instead, just send them the latest event (if they're still in the room after resync) and let them backfill.(?)</p> +<ul> +<li>Don't do this currently.</li> +<li>If anyone who has received our messages sends a message to a HS we missed, they can backfill our messages</li> +<li>Gap: rooms which are infrequently used and take a long time to resync.</li> +</ul> +<h3 id="joining-after-a-partial-join"><a class="header" href="#joining-after-a-partial-join">Joining after a partial join</a></h3> +<p><strong>NB.</strong> Not yet implemented.</p> +<details> +<p><strong>TODO:</strong> needs prose fleshing out. Liase with Matthieu. Explain why /send_join +(Rich was surprised we didn't just create it locally. Answer: to try and avoid +a join which then gets rejected after resync.)</p> +<p>We don't know for sure that any join we create would be accepted. +E.g. the joined user might have been banned; the join rules might have changed in a way that we didn't realise... some way in which the partial state was mistaken. +Instead, do another partial make-join/send-join handshake to confirm that the join works.</p> +<ul> +<li>Probably going to get a bunch of duplicate state events and auth events.... but the point of partial joins is that these should be small. Many are already persisted = good.</li> +<li>What if the second send_join response includes a different list of reisdent HSes? Could ignore it. +<ul> +<li>Could even have a special flag that says "just make me a join", i.e. don't bother giving me state or servers in room. Deffo want the auth chain tho.</li> +</ul> +</li> +<li>SQ: wrt device lists it's a lot safer to ignore it!!!!!</li> +<li>What if the state at the second join is inconsistent with what we have? Ignore it?</li> +</ul> +</details> +<h3 id="leaving-and-kicks-and-bans-after-a-partial-join"><a class="header" href="#leaving-and-kicks-and-bans-after-a-partial-join">Leaving (and kicks and bans) after a partial join</a></h3> +<p><strong>NB.</strong> Not yet implemented.</p> +<details> +<p>When you're fully joined to a room, to have <code>U</code> leave a room their homeserver +needs to</p> +<ul> +<li>create a new leave event for <code>U</code> which will be accepted by other homeservers, +and</li> +<li>send that event <code>U</code> out to the homeservers in the federation.</li> +</ul> +<p>When is a leave event accepted? See +<a href="https://spec.matrix.org/v1.5/rooms/v10/#authorization-rules">v10 auth rules</a>:</p> +<blockquote> +<ol start="4"> +<li>If type is m.room.member: [...] +> +> 5. If membership is leave: +> +> 1. If the sender matches state_key, allow if and only if that user’s current membership state is invite, join, or knock. +2. [...]</li> +</ol> +</blockquote> +<p>I think this means that (well-formed!) self-leaves are governed entirely by +4.5.1. This means that if we correctly calculate state which says that <code>U</code> is +invited, joined or knocked and include it in the leave's auth events, our event +is accepted by checks 4 and 5 on incoming events.</p> +<blockquote> +<ol start="4"> +<li>Passes authorization rules based on the event’s auth events, otherwise +> it is rejected.</li> +<li>Passes authorization rules based on the state before the event, otherwise +> it is rejected.</li> +</ol> +</blockquote> +<p>The only way to fail check 6 is if the receiving server's current state of the +room says that <code>U</code> is banned, has left, or has no membership event. But this is +fine: the receiving server already thinks that <code>U</code> isn't in the room.</p> +<blockquote> +<ol start="6"> +<li>Passes authorization rules based on the current state of the room, +> otherwise it is “soft failed”.</li> +</ol> +</blockquote> +<p>For the second point (publishing the leave event), the best thing we can do is +to is publish to all HSes we know to be currently in the room. If they miss that +event, they might send us traffic in the room that we don't care about. This is +a problem with leaving after a "full" join; we don't seek to fix this with +partial joins.</p> +<p>(With that said: there's nothing machine-readable in the /send response. I don't +think we can deduce "destination has left the room" from a failure to /send an +event into that room?)</p> +<h4 id="can-we-still-do-this-during-a-partial-join"><a class="header" href="#can-we-still-do-this-during-a-partial-join">Can we still do this during a partial join?</a></h4> +<p>We can create leave events and can choose what gets included in our auth events, +so we can be sure that we pass check 4 on incoming events. For check 5, we might +have an incorrect view of the state before an event. +The only way we might erroneously think a leave is valid is if</p> +<ul> +<li>the partial state before the leave has <code>U</code> joined, invited or knocked, but</li> +<li>the full state before the leave has <code>U</code> banned, left or not present,</li> +</ul> +<p>in which case the leave doesn't make anything worse: other HSes already consider +us as not in the room, and will continue to do so after seeing the leave.</p> +<p>The remaining obstacle is then: can we safely broadcast the leave event? We may +miss servers or incorrectly think that a server is in the room. Or the +destination server may be offline and miss the transaction containing our leave +event.This should self-heal when they see an event whose <code>prev_events</code> descends +from our leave.</p> +<p>Another option we considered was to use federation <code>/send_leave</code> to ask a +fully-joined server to send out the event on our behalf. But that introduces +complexity without much benefit. Besides, as Rich put it,</p> +<blockquote> +<p>sending out leaves is pretty best-effort currently</p> +</blockquote> +<p>so this is probably good enough as-is.</p> +<h4 id="cleanup-after-the-last-leave"><a class="header" href="#cleanup-after-the-last-leave">Cleanup after the last leave</a></h4> +<p><strong>TODO</strong>: what cleanup is necessary? Is it all just nice-to-have to save unused +work?</p> +</details> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../../tcp_replication.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../../development/internal_documentation/index.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../../tcp_replication.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../../development/internal_documentation/index.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; + </script> + <script src="../../elasticlunr.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../../mark.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../../searcher.js" type="text/javascript" charset="utf-8"></script> + <script src="../../clipboard.min.js" type="text/javascript" charset="utf-8"></script> + <script src="../../highlight.js" type="text/javascript" charset="utf-8"></script> + <script src="../../book.js" type="text/javascript" charset="utf-8"></script> + + <!-- Custom JS scripts --> + <script type="text/javascript" src="../../docs/website_files/table-of-contents.js"></script> + <script type="text/javascript" src="../../docs/website_files/version-picker.js"></script> + <script type="text/javascript" src="../../docs/website_files/version.js"></script> + </body> +</html> diff --git a/v1.101/development/synapse_architecture/streams.html b/v1.101/development/synapse_architecture/streams.html new file mode 100644 index 0000000000..9b8fb5f8b7 --- /dev/null +++ b/v1.101/development/synapse_architecture/streams.html @@ -0,0 +1,337 @@ +<!DOCTYPE HTML> +<html lang="en" class="sidebar-visible no-js light"> + <head> + <!-- Book generated using mdBook --> + <meta charset="UTF-8"> + <title>Streams - Synapse</title> + <!-- Custom HTML head --> + <meta content="text/html; charset=utf-8" http-equiv="Content-Type"> + <meta name="description" content=""> + <meta name="viewport" content="width=device-width, initial-scale=1"> + <meta name="theme-color" content="#ffffff" /> + + <link rel="icon" href="../../favicon.svg"> + <link rel="shortcut icon" href="../../favicon.png"> + <link rel="stylesheet" href="../../css/variables.css"> + <link rel="stylesheet" href="../../css/general.css"> + <link rel="stylesheet" href="../../css/chrome.css"> + <link rel="stylesheet" href="../../css/print.css" media="print"> + <!-- Fonts --> + <link rel="stylesheet" href="../../FontAwesome/css/font-awesome.css"> + <link rel="stylesheet" href="../../fonts/fonts.css"> + <!-- Highlight.js Stylesheets --> + <link rel="stylesheet" href="../../highlight.css"> + <link rel="stylesheet" href="../../tomorrow-night.css"> + <link rel="stylesheet" href="../../ayu-highlight.css"> + + <!-- Custom theme stylesheets --> + <link rel="stylesheet" href="../../docs/website_files/table-of-contents.css"> + <link rel="stylesheet" href="../../docs/website_files/remove-nav-buttons.css"> + <link rel="stylesheet" href="../../docs/website_files/indent-section-headers.css"> + <link rel="stylesheet" href="../../docs/website_files/version-picker.css"> + </head> + <body> + <!-- Provide site root to javascript --> + <script type="text/javascript"> + var path_to_root = "../../"; + var default_theme = window.matchMedia("(prefers-color-scheme: dark)").matches ? 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(Shortkey: s)" aria-label="Toggle Searchbar" aria-expanded="false" aria-keyshortcuts="S" aria-controls="searchbar"> + <i class="fa fa-search"></i> + </button> + <div class="version-picker"> + <div class="dropdown"> + <div class="select"> + <span></span> + <i class="fa fa-chevron-down"></i> + </div> + <input type="hidden" name="version"> + <ul class="dropdown-menu"> + <!-- Versions will be added dynamically in version-picker.js --> + </ul> + </div> + </div> + </div> + + <h1 class="menu-title">Synapse</h1> + + <div class="right-buttons"> + <a href="../../print.html" title="Print this book" aria-label="Print this book"> + <i id="print-button" class="fa fa-print"></i> + </a> + <a href="https://github.com/element-hq/synapse" title="Git repository" aria-label="Git repository"> + <i id="git-repository-button" class="fa fa-github"></i> + </a> + <a href="https://github.com/element-hq/synapse/edit/develop/docs/development/synapse_architecture/streams.md" title="Suggest an edit" aria-label="Suggest an edit"> + <i id="git-edit-button" class="fa fa-edit"></i> + </a> + </div> + </div> + + <div id="search-wrapper" class="hidden"> + <form id="searchbar-outer" class="searchbar-outer"> + <input type="search" id="searchbar" name="searchbar" placeholder="Search this book ..." aria-controls="searchresults-outer" aria-describedby="searchresults-header"> + </form> + <div id="searchresults-outer" class="searchresults-outer hidden"> + <div id="searchresults-header" class="searchresults-header"></div> + <ul id="searchresults"> + </ul> + </div> + </div> + <!-- Apply ARIA attributes after the sidebar and the sidebar toggle button are added to the DOM --> + <script type="text/javascript"> + document.getElementById('sidebar-toggle').setAttribute('aria-expanded', sidebar === 'visible'); + document.getElementById('sidebar').setAttribute('aria-hidden', sidebar !== 'visible'); + Array.from(document.querySelectorAll('#sidebar a')).forEach(function(link) { + link.setAttribute('tabIndex', sidebar === 'visible' ? 0 : -1); + }); + </script> + + <div id="content" class="content"> + <main> + <!-- Page table of contents --> + <div class="sidetoc"> + <nav class="pagetoc"></nav> + </div> + + <h2 id="streams"><a class="header" href="#streams">Streams</a></h2> +<p>Synapse has a concept of "streams", which are roughly described in <a href="https://github.com/element-hq/synapse/blob/develop/synapse/storage/util/id_generators.py"><code>id_generators.py</code></a>. +Generally speaking, streams are a series of notifications that something in Synapse's database has changed that the application might need to respond to. +For example:</p> +<ul> +<li>The events stream reports new events (PDUs) that Synapse creates, or that Synapse accepts from another homeserver.</li> +<li>The account data stream reports changes to users' <a href="https://spec.matrix.org/v1.7/client-server-api/#client-config">account data</a>.</li> +<li>The to-device stream reports when a device has a new <a href="https://spec.matrix.org/v1.7/client-server-api/#send-to-device-messaging">to-device message</a>.</li> +</ul> +<p>See <a href="https://github.com/element-hq/synapse/blob/develop/synapse/replication/tcp/streams/__init__.py"><code>synapse.replication.tcp.streams</code></a> for the full list of streams.</p> +<p>It is very helpful to understand the streams mechanism when working on any part of Synapse that needs to respond to changes—especially if those changes are made by different workers. +To that end, let's describe streams formally, paraphrasing from the docstring of <a href="https://github.com/element-hq/synapse/blob/a719b703d9bd0dade2565ddcad0e2f3a7a9d4c37/synapse/storage/util/id_generators.py#L96"><code>AbstractStreamIdGenerator</code></a>.</p> +<h3 id="definition"><a class="header" href="#definition">Definition</a></h3> +<p>A stream is an append-only log <code>T1, T2, ..., Tn, ...</code> of facts<sup class="footnote-reference"><a href="#1">1</a></sup> which grows over time. +Only "writers" can add facts to a stream, and there may be multiple writers.</p> +<p>Each fact has an ID, called its "stream ID". +Readers should only process facts in ascending stream ID order.</p> +<p>Roughly speaking, each stream is backed by a database table. +It should have a <code>stream_id</code> (or similar) bigint column holding stream IDs, plus additional columns as necessary to describe the fact. +Typically, a fact is expressed with a single row in its backing table.<sup class="footnote-reference"><a href="#2">2</a></sup> +Within a stream, no two facts may have the same stream_id.</p> +<blockquote> +<p><em>Aside</em>. Some additional notes on streams' backing tables.</p> +<ol> +<li>Rich would like to <a href="https://github.com/matrix-org/synapse/issues/13456">ditch the backing tables</a>.</li> +<li>The backing tables may have other uses. +> For example, the events table serves backs the events stream, and is read when processing new events. +> But old rows are read from the table all the time, whenever Synapse needs to lookup some facts about an event.</li> +<li>Rich suspects that sometimes the stream is backed by multiple tables, so the stream proper is the union of those tables.</li> +</ol> +</blockquote> +<p>Stream writers can "reserve" a stream ID, and then later mark it as having being completed. +Stream writers need to track the completion of each stream fact. +In the happy case, completion means a fact has been written to the stream table. +But unhappy cases (e.g. transaction rollback due to an error) also count as completion. +Once completed, the rows written with that stream ID are fixed, and no new rows +will be inserted with that ID.</p> +<h3 id="current-stream-id"><a class="header" href="#current-stream-id">Current stream ID</a></h3> +<p>For any given stream reader (including writers themselves), we may define a per-writer current stream ID:</p> +<blockquote> +<p>A current stream ID <em>for a writer W</em> is the largest stream ID such that +all transactions added by W with equal or smaller ID have completed.</p> +</blockquote> +<p>Similarly, there is a "linear" notion of current stream ID:</p> +<blockquote> +<p>A "linear" current stream ID is the largest stream ID such that +all facts (added by any writer) with equal or smaller ID have completed.</p> +</blockquote> +<p>Because different stream readers A and B learn about new facts at different times, A and B may disagree about current stream IDs. +Put differently: we should think of stream readers as being independent of each other, proceeding through a stream of facts at different rates.</p> +<p>The above definition does not give a unique current stream ID, in fact there can +be a range of current stream IDs. Synapse uses both the minimum and maximum IDs +for different purposes. Most often the maximum is used, as its generally +beneficial for workers to advance their IDs as soon as possible. However, the +minimum is used in situations where e.g. another worker is going to wait until +the stream advances past a position.</p> +<p><strong>NB.</strong> For both senses of "current", that if a writer opens a transaction that never completes, the current stream ID will never advance beyond that writer's last written stream ID.</p> +<p>For single-writer streams, the per-writer current ID and the linear current ID are the same. +Both senses of current ID are monotonic, but they may "skip" or jump over IDs because facts complete out of order.</p> +<p><em>Example</em>. +Consider a single-writer stream which is initially at ID 1.</p> +<table><thead><tr><th>Action</th><th>Current stream ID</th><th>Notes</th></tr></thead><tbody> +<tr><td></td><td>1</td><td></td></tr> +<tr><td>Reserve 2</td><td>1</td><td></td></tr> +<tr><td>Reserve 3</td><td>1</td><td></td></tr> +<tr><td>Complete 3</td><td>1</td><td>current ID unchanged, waiting for 2 to complete</td></tr> +<tr><td>Complete 2</td><td>3</td><td>current ID jumps from 1 -> 3</td></tr> +<tr><td>Reserve 4</td><td>3</td><td></td></tr> +<tr><td>Reserve 5</td><td>3</td><td></td></tr> +<tr><td>Reserve 6</td><td>3</td><td></td></tr> +<tr><td>Complete 5</td><td>3</td><td></td></tr> +<tr><td>Complete 4</td><td>5</td><td>current ID jumps 3->5, even though 6 is pending</td></tr> +<tr><td>Complete 6</td><td>6</td><td></td></tr> +</tbody></table> +<h3 id="multi-writer-streams"><a class="header" href="#multi-writer-streams">Multi-writer streams</a></h3> +<p>There are two ways to view a multi-writer stream.</p> +<ol> +<li>Treat it as a collection of distinct single-writer streams, one +for each writer.</li> +<li>Treat it as a single stream.</li> +</ol> +<p>The single stream (option 2) is conceptually simpler, and easier to represent (a single stream id). +However, it requires each reader to know about the entire set of writers, to ensures that readers don't erroneously advance their current stream position too early and miss a fact from an unknown writer. +In contrast, multiple parallel streams (option 1) are more complex, requiring more state to represent (map from writer to stream id). +The payoff for doing so is that readers can "peek" ahead to facts that completed on one writer no matter the state of the others, reducing latency.</p> +<p>Note that a multi-writer stream can be viewed in both ways. +For example, the events stream is treated as multiple single-writer streams (option 1) by the sync handler, so that events are sent to clients as soon as possible. +But the background process that works through events treats them as a single linear stream.</p> +<p>Another useful example is the cache invalidation stream. +The facts this stream holds are instructions to "you should now invalidate these cache entries". +We only ever treat this as a multiple single-writer streams as there is no important ordering between cache invalidations. +(Invalidations are self-contained facts; and the invalidations commute/are idempotent).</p> +<h3 id="writing-to-streams"><a class="header" href="#writing-to-streams">Writing to streams</a></h3> +<p>Writers need to track:</p> +<ul> +<li>track their current position (i.e. its own per-writer stream ID).</li> +<li>their facts currently awaiting completion.</li> +</ul> +<p>At startup,</p> +<ul> +<li>the current position of that writer can be found by querying the database (which suggests that facts need to be written to the database atomically, in a transaction); and</li> +<li>there are no facts awaiting completion.</li> +</ul> +<p>To reserve a stream ID, call <a href="https://www.postgresql.org/docs/current/functions-sequence.html"><code>nextval</code></a> on the appropriate postgres sequence.</p> +<p>To write a fact to the stream: insert the appropriate rows to the appropriate backing table.</p> +<p>To complete a fact, first remove it from your map of facts currently awaiting completion. +Then, if no earlier fact is awaiting completion, the writer can advance its current position in that stream. +Upon doing so it should emit an <code>RDATA</code> message<sup class="footnote-reference"><a href="#3">3</a></sup>, once for every fact between the old and the new stream ID.</p> +<h3 id="subscribing-to-streams"><a class="header" href="#subscribing-to-streams">Subscribing to streams</a></h3> +<p>Readers need to track the current position of every writer.</p> +<p>At startup, they can find this by contacting each writer with a <code>REPLICATE</code> message, +requesting that all writers reply describing their current position in their streams. +Writers reply with a <code>POSITION</code> message.</p> +<p>To learn about new facts, readers should listen for <code>RDATA</code> messages and process them to respond to the new fact. +The <code>RDATA</code> itself is not a self-contained representation of the fact; +readers will have to query the stream tables for the full details. +Readers must also advance their record of the writer's current position for that stream.</p> +<h1 id="summary"><a class="header" href="#summary">Summary</a></h1> +<p>In a nutshell: we have an append-only log with a "buffer/scratchpad" at the end where we have to wait for the sequence to be linear and contiguous.</p> +<hr /> +<div class="footnote-definition" id="1"><sup class="footnote-definition-label">1</sup> +<p>we use the word <em>fact</em> here for two reasons. +Firstly, the word "event" is already heavily overloaded (PDUs, EDUs, account data, ...) and we don't need to make that worse. +Secondly, "fact" emphasises that the things we append to a stream cannot change after the fact.</p> +</div> +<div class="footnote-definition" id="2"><sup class="footnote-definition-label">2</sup> +<p>A fact might be expressed with 0 rows, e.g. if we opened a transaction to persist an event, but failed and rolled the transaction back before marking the fact as completed. +In principle a fact might be expressed with 2 or more rows; if so, each of those rows should share the fact's stream ID.</p> +</div> +<div class="footnote-definition" id="3"><sup class="footnote-definition-label">3</sup> +<p>This communication used to happen directly with the writers <a href="../../tcp_replication.html">over TCP</a>; +nowadays it's done via Redis's Pubsub.</p> +</div> + + </main> + + <nav class="nav-wrapper" aria-label="Page navigation"> + <!-- Mobile navigation buttons --> + <a rel="prev" href="../../replication.html" class="mobile-nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../../tcp_replication.html" class="mobile-nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + <div style="clear: both"></div> + </nav> + </div> + </div> + + <nav class="nav-wide-wrapper" aria-label="Page navigation"> + <a rel="prev" href="../../replication.html" class="nav-chapters previous" title="Previous chapter" aria-label="Previous chapter" aria-keyshortcuts="Left"> + <i class="fa fa-angle-left"></i> + </a> + <a rel="next" href="../../tcp_replication.html" class="nav-chapters next" title="Next chapter" aria-label="Next chapter" aria-keyshortcuts="Right"> + <i class="fa fa-angle-right"></i> + </a> + </nav> + + </div> + + <script type="text/javascript"> + window.playground_copyable = true; 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