1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
|
<!DOCTYPE HTML>
<html lang="en" class="sidebar-visible no-js light">
<head>
<!-- Book generated using mdBook -->
<meta charset="UTF-8">
<title>Contributing Guide - 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">
</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 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/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="../development/url_previews.html">URL Previews</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/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/delete_group.html">Delete Group</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/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 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" 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/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 "><div>Synapse Architecture</div></li><li><ol class="section"><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="../tcp_replication.html">TCP Replication</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 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" class="theme" id="light">Light (default)</button></li>
<li role="none"><button role="menuitem" class="theme" id="rust">Rust</button></li>
<li role="none"><button role="menuitem" class="theme" id="coal">Coal</button></li>
<li role="none"><button role="menuitem" class="theme" id="navy">Navy</button></li>
<li role="none"><button role="menuitem" class="theme" id="ayu">Ayu</button></li>
</ul>
<button id="search-toggle" 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>
<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/matrix-org/synapse" title="Git repository" aria-label="Git repository">
<i id="git-repository-button" class="fa fa-github"></i>
</a>
<a href="https://github.com/matrix-org/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/matrix-org">matrix.org
projects</a>, provided that they are willing to
license their contributions under the same license as the project itself. We
follow a simple 'inbound=outbound' model for contributions: the act of
submitting an 'inbound' contribution means that the contributor agrees to
license the code under the same terms as the project's overall 'outbound'
license - in our case, this is almost always Apache Software License v2 (see
<a href="https://github.com/matrix-org/synapse/blob/develop/LICENSE">LICENSE</a>).</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>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>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>Once you have installed Python 3 and added the source, please open a terminal and
setup a <em>virtualenv</em>, as follows:</p>
<pre><code class="language-sh">cd path/where/you/have/cloned/the/repository
python3 -m venv ./env
source ./env/bin/activate
pip install wheel
pip install -e ".[all,dev]"
pip install tox
</code></pre>
<p>This will install the developer dependencies for the project.</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/matrix-org/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/matrix-org/synapse/tree/develop/docs"><code>docs</code></a>
directory, with a rendered version <a href="https://matrix-org.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/matrix-org/synapse/tree/develop/docs/development"><code>docs/development</code></a>
exists primarily to house documentation for
Synapse developers.
<a href="https://github.com/matrix-org/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 the <a href="../code_style.html#configuration-file-format">sample configuration
file</a>.</p>
<p>We welcome improvements and additions to our documentation itself! When
writing new pages, please
<a href="https://github.com/matrix-org/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>Some documentation also exists in <a href="https://github.com/matrix-org/synapse/wiki">Synapse's GitHub
Wiki</a>, although this is primarily
contributed to by community authors.</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"></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 into your python virtual environment</a>.</p>
<pre><code class="language-sh">source ./env/bin/activate
./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">source ./env/bin/activate
./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">source ./env/bin/activate
./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">source ./env/bin/activate
trial 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">source ./env/bin/activate
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 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 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>
<p>To do so, <a href="../postgres.html">configure Postgres</a> and 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></li>
<li><code>SYNAPSE_POSTGRES_USER</code></li>
<li><code>SYNAPSE_POSTGRES_PASSWORD</code></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>
<h4 id="prebuilt-container"><a class="header" href="#prebuilt-container">Prebuilt container</a></h4>
<p>Since configuring PostgreSQL can be fiddly, we can make use of a pre-made
Docker container to set up PostgreSQL and run our tests for us. To do so, run</p>
<pre><code class="language-shell">scripts-dev/test_postgresql.sh
</code></pre>
<p>Any extra arguments to the script will be passed to <code>tox</code> and then to <code>trial</code>,
so we can run a specific test in this container with e.g.</p>
<pre><code class="language-shell">scripts-dev/test_postgresql.sh tests.replication.test_sharded_event_persister.EventPersisterShardTestCase
</code></pre>
<p>The container creates a folder in your Synapse checkout called
<code>.tox-pg-container</code> and uses this as a tox environment. The output of any
<code>trial</code> runs goes into <code>_trial_temp</code> in your synapse source directory — the same
as running <code>trial</code> directly on your host machine.</p>
<h2 id="run-the-integration-tests-a-hrefhttpsgithubcommatrix-orgsytestsytesta"><a class="header" href="#run-the-integration-tests-a-hrefhttpsgithubcommatrix-orgsytestsytesta">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:buster
</code></pre>
<p>This configuration should generally cover your needs. For more details about other configurations, see <a href="https://github.com/matrix-org/sytest/blob/develop/docker/README.md">documentation in the SyTest repo</a>.</p>
<h2 id="run-the-integration-tests-a-hrefhttpsgithubcommatrix-orgcomplementcomplementa"><a class="header" href="#run-the-integration-tests-a-hrefhttpsgithubcommatrix-orgcomplementcomplementa">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 TestBackfillingHistory
</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 TestBackfillingHistory/parallel/Backfilled_historical_events_resolve_with_proper_state_in_correct_order
</code></pre>
<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>for most contributors, that's all - however, if you are a member of the organization <code>matrix-org</code>, on GitHub, please request a review from <code>matrix.org / Synapse Core</code>.</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/hawkowl/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/matrix-org/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 should 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 (see <a href="#updating-your-pull-request">Updating your pull
request</a>), or:</p>
</li>
<li>
<p>Look at the <a href="https://github.com/matrix-org/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>In order to have a concrete record that your contribution is intentional
and you agree to license it under the same terms as the project's license, we've adopted the
same lightweight approach that the Linux Kernel
<a href="https://www.kernel.org/doc/html/latest/process/submitting-patches.html#sign-your-work-the-developer-s-certificate-of-origin%3E">submitting patches process</a>,
<a href="https://github.com/docker/docker/blob/master/CONTRIBUTING.md">Docker</a>, and many other
projects use: the DCO (Developer Certificate of Origin:
http://developercertificate.org/). This is a simple declaration that you wrote
the contribution or otherwise have the right to contribute it to Matrix:</p>
<pre><code>Developer Certificate of Origin
Version 1.1
Copyright (C) 2004, 2006 The Linux Foundation and its contributors.
660 York Street, Suite 102,
San Francisco, CA 94110 USA
Everyone is permitted to copy and distribute verbatim copies of this
license document, but changing it is not allowed.
Developer's Certificate of Origin 1.1
By making a contribution to this project, I certify that:
(a) The contribution was created in whole or in part by me and I
have the right to submit it under the open source license
indicated in the file; or
(b) The contribution is based upon previous work that, to the best
of my knowledge, is covered under an appropriate open source
license and I have the right under that license to submit that
work with modifications, whether created in whole or in part
by me, under the same open source license (unless I am
permitted to submit under a different license), as indicated
in the file; or
(c) The contribution was provided directly to me by some other
person who certified (a), (b) or (c) and I have not modified
it.
(d) I understand and agree that this project and the contribution
are public and that a record of the contribution (including all
personal information I submit with it, including my sign-off) is
maintained indefinitely and may be redistributed consistent with
this project or the open source license(s) involved.
</code></pre>
<p>If you agree to this for your contribution, then all that's needed is to
include the line in your commit or pull request comment:</p>
<pre><code>Signed-off-by: Your Name <your@email.example.org>
</code></pre>
<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>
<p>Git allows you to add this signoff automatically when using the <code>-s</code>
flag to <code>git commit</code>, which uses the name and email set in your
<code>user.name</code> and <code>user.email</code> git configs.</p>
<h3 id="private-sign-off"><a class="header" href="#private-sign-off">Private Sign off</a></h3>
<p>If you would like to provide your legal name privately to the Matrix.org
Foundation (instead of in a public commit or comment), you can do so
by emailing your legal name and a link to the pull request to
<a href="mailto:dco@matrix.org?subject=Private%20sign%20off">dco@matrix.org</a>.
It helps to include "sign off" or similar in the subject line. You will then
be instructed further.</p>
<p>Once private sign off is complete, doing so for future contributions will not
be required.</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.</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>
</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>
</body>
</html>
|
