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Warp/README.md
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CI / Storage tests on PostgreSQL (push) Canceled after 0s
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Phase 10: hardening and ops
Implements PLAN.md Phase 10.

Simplified Sliding Sync (MSC4186) is served at the unstable
org.matrix.simplified_msc3575 endpoint and advertised in /versions. Lists
are sorted by activity and filtered by DM, invite, encryption, room type,
space and tag; room subscriptions, required_state with wildcards, $ME and
$LAZY, and the to_device, e2ee, account_data, receipts and typing
extensions are supported. Per-connection state is kept in memory and an
unknown pos answers M_UNKNOWN_POS.

Threads and relations: m.relates_to is indexed on roomserver_events
(migration 0012), /relations (with recursion) and /threads are served, and
every event a timeline read returns carries its m.thread, m.replace and
m.reference summaries in unsigned.m.relations. Notifications carry a
thread ID (migration 0013): threaded receipts clear only their thread, and
sync reports unread_thread_notifications when the filter asks.

Spaces: /hierarchy walks a space breadth first, asking other servers about
rooms this one is not in through the new federation hierarchy endpoint;
room_summary describes one room. /search runs on FTS5 (sqlite, pocketbase)
or tsvector (postgres), bounded to what each user may see, with context,
profiles, state, grouping and paging.

The PocketBase driver is real: the sqlite schema and store on an embedded
PocketBase app's database, with media in its filesystem, local or S3
(database.pocketbase.s3). It runs the full storage test suite.

Ops: OpenTelemetry tracing over OTLP/HTTP (tracing.*), with server spans
per route, component spans, and trace propagation on federation, push and
application service calls. New metrics for persisted events, waiting
syncs, sliding sync connections and the database pool, with a Grafana
dashboard. deploy/ adds a Compose setup (PostgreSQL, Prometheus, Grafana,
Jaeger) and a Helm chart; cmd/warp-loadtest loads a server and reports
request and delivery latencies.

The load tester found a long-standing bug, fixed here: on a server where
no account data had been written, every incremental /sync re-sent the push
rules and returned at once, and an all-zero token was taken for an initial
sync, so long polls became busy loops.

The PostgreSQL migrations and search dialect compile but were not run
against a live PostgreSQL in this change.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-17 20:21:31 +02:00

371 lines
22 KiB
Markdown

# Warp
A [Matrix](https://spec.matrix.org) homeserver written from scratch in Go,
plus a family of first-party clients. Federation is optional and can be
switched on and off at runtime.
The full design and roadmap live in [PLAN.md](PLAN.md). This README covers
what exists today.
## Status
**Phase 10 — hardening and ops. Complete.** Simplified Sliding Sync
(MSC4186) is served and advertised, so Element X and the matrix-rust-sdk
skip `/sync`: room lists sorted by activity with filters for DMs, invites,
encryption, room types, spaces and tags; room subscriptions; required state
picked tuple by tuple, `$LAZY` members included; and the to-device, E2EE,
account data, receipt and typing extensions, over per-connection state that
answers `M_UNKNOWN_POS` when it has been forgotten. Threads work:
`/relations` (with recursion) and `/threads`, and every event served
carries its thread summary, latest edit and references in
`unsigned.m.relations`. Spaces have `/hierarchy`, walked across servers
through the federation hierarchy endpoint, and `room_summary`. `/search`
runs on SQLite's FTS5 or PostgreSQL's `tsvector`, bounded to what each user
may see, with context, profiles, state and grouping. The PocketBase driver
is real: the SQLite schema inside an embedded PocketBase app, with media in
its filesystem — local or S3 — and it passes the same storage tests as
SQLite. OpenTelemetry tracing follows a request from the client through
federation, push and application service calls; `/metrics` gains event,
sync and database pool metrics, with a Grafana dashboard over them. There
is a Compose setup, a Helm chart and a load tester (`warp-loadtest`), and
the load tester found a long-standing bug fixed here: on a server where no
account data had been written yet, every `/sync` long poll returned at
once. See [docs/deployment.md](docs/deployment.md); the known gap —
sliding sync connection state lost on restart — is in
[docs/sync.md](docs/sync.md). Unread counts are kept per thread for a
client that asks ([docs/push.md](docs/push.md)).
**Phase 9 — application services and the admin API. Complete.** Bridges
and bots can be registered from their registration files. A service acts
as its own sender or, with `?user_id=`, as any user in its namespace;
registers and logs in its users with `m.login.application_service`; and
has its exclusive namespaces kept from everybody else with `M_EXCLUSIVE`.
Events reach it as transactions read from the event stream at a cursor
kept in the database. A service that was down is caught up from where it
stopped, and a transaction cut off by a restart is resent under the same
ID. Unknown aliases and users in a service's namespace are asked of the
service first, so portals and puppets appear on demand, and the ping
endpoint reports exactly why a service cannot be reached. Users can change
their password and deactivate their account. The admin API is complete:
deactivating and reactivating users, password resets, devices, the admin
flag, media quotas, registration tokens with use limits and expiry, server
notices, an editor for the federation allow and deny lists, a delivery
view of every application service, and an audit log of every change made
through it. Known gaps — no ephemeral events for services, no third-party
lookups — are listed in [docs/appservices.md](docs/appservices.md).
**Phase 8 — push and notifications. Complete.** Every event is checked
against the push rules of every local member of its room. Warp has the
spec's full default ruleset, all six condition kinds, intentional mentions
switching off the older body-matching rules, and user rules ordered the way
Synapse orders them. Push rules live in `m.push_rules` account data, so
clients find them where they already look, while a server upgrade still
brings in new default rules. `/sync` reports `unread_notifications` for
each joined room. The counts are the seventh stream of a sync token, so a
receipt sent from another device clears them everywhere at once. Pushers
register an app's push gateway; pushes go out from a bounded pool with
retries, the `event_id_only` format is honoured, and push keys the gateway
rejects are removed. Logging a device out removes its pushers. Known gaps —
no thread counts, no email pushers — are listed in
[docs/push.md](docs/push.md).
**Phase 7 — end-to-end encryption. Complete.** The server half of E2EE:
devices upload their identity, one-time and fallback keys, other devices
query and claim them — across servers too — and every one-time key is
handed out exactly once. Cross-signing keys are checked to be signed by
the master key, replacing a master key asks for the password, and
signatures between devices and users are verified against the keys as
stored; who a user has verified stays between them and their own devices.
Device list tracking is real: `/sync` reports whose keys changed and whom
a client no longer shares a room with, fed by a device list stream that
moves in the same transaction as the keys and travels between servers as
`m.device_list_update` and `m.signing_key_update`. Deleting a device takes
its keys with it. Server-side key backup keeps the better copy of each
room key by the spec's rule. Known gaps — no cache of other servers' keys,
no dehydrated devices — are listed in [docs/e2ee.md](docs/e2ee.md).
**Phase 6 — media. Complete.** Clients can upload files, reserve an
`mxc://` URI and upload to it later, download and ask for thumbnails, all
through the authenticated media endpoints of Matrix 1.11. Content is
stored once per distinct file, named by its SHA-256, on the local
filesystem; thumbnails are made on first request from a fixed set of
sizes, the right way up for a phone's photos, with the pixel count checked
before anything is decoded. Media from other servers is fetched over
federation on first use — with the fallback older servers need, and
redirects that cannot be pointed into a private network — and cached, so
it is still there with federation switched off. Every download carries the
headers that keep an uploaded file from running as a page on the
homeserver's origin. Known gaps — no URL previews, no deletion — are
listed in [docs/media.md](docs/media.md).
**Phase 5 — federation. Complete.** Warp talks to other homeservers. It
joins rooms on other servers and lets their users join its rooms, invites
across servers with the invitee's server countersigning, rejects remote
invites (locally, if the inviter is gone), and exchanges events, typing,
read receipts and to-device messages with them. Events from elsewhere go
through the spec's full intake — signatures and hashes, the rules against
their own auth events, against the state before them and against the
current state, with missing history fetched and soft failure for what
fails only at the end — and forked rooms are resolved back together. The
outbound queue persists what it owes each server, retries with backoff,
and survives restarts. Server discovery, key fetching with an optional
notary, X-Matrix request signing, server ACLs, and a TLS listener for port
8448. The switch is real now: turning federation off stops the queue and
refuses every outbound request, turning it back on resumes from where it
stopped, and the admin API shows each server's queue and backoff. Known
gaps — no history backfill from other servers, no partial-state joins, no
key rotation — are listed in [docs/federation.md](docs/federation.md).
**Phase 4 — sync. Complete. Milestone M1.** Warp is now a homeserver a
client can be used against. `/sync` is real: stream tokens across five
independent streams, long polling that wakes the moment something concerns
the client rather than when its timeout expires, incremental deltas, gappy
timelines with a `prev_batch` to close them, filters, and lazy-loaded
members. `/messages` pages a room's history and `/context` opens a
permalink. The streams that are not room events are here too: typing,
read receipts and read markers, to-device messaging for Phase 7's
encryption to build on, and presence behind a config switch that is off by
default. A user who has left a room is now served the room as it was when
they left rather than refused, and `?at=` on `/members` is honoured. See
[docs/sync.md](docs/sync.md).
**Phase 3 — rooms, local only. Complete.** A client can create a room at any
supported version, invite, join, leave, kick, ban, send messages and state,
redact, name a room with an alias and find one in the public directory. Every
event goes through one pipeline — validate, authorise, resolve, persist,
emit — so a membership change made by `createRoom`, by `/invite` or by a raw
`PUT .../state/m.room.member` is judged by the same authorisation rules.
Nothing talks to another server yet, and every operation that would need to
is refused with a message that says so. See
[docs/rooms.md](docs/rooms.md).
**Phase 2 — the event core. Complete.** The library every later phase is
built on: canonical JSON, the event model with its hashes and identifiers,
the redaction algorithm, event signing, the room version registry, the
authorisation rules and state resolution v2. Pure library code under
`server/internal/matrix`, verified against the spec's own test vectors.
See [docs/event-core.md](docs/event-core.md).
**Phase 1 — accounts and sessions. Complete.** A client can register, log
in, manage its devices and set its profile.
Client-Server API:
| | |
|---|---|
| `POST /register`, `GET /register/available` | sign-up, with `m.login.dummy` and optional registration tokens; application services register their users |
| `GET`, `POST /login` · `POST /logout`, `/logout/all` · `POST /refresh` | sessions, with `m.login.password`, `m.login.application_service` and refresh tokens |
| `GET /account/whoami` · `GET /capabilities` | who am I, and what this build can do |
| `POST /account/password` · `POST /account/deactivate` | changing your password and closing your account, both behind the password |
| `POST /_matrix/client/v1/appservice/{id}/ping` | an application service checking this server can reach it; see [docs/appservices.md](docs/appservices.md) |
| `GET /devices`, `GET`/`PUT`/`DELETE /devices/{id}` · `POST /delete_devices` | device management; deletion re-asks for the password |
| `GET /profile/{user}` and its `displayname` / `avatar_url` sub-resources | profiles — reads are public, remote ones asked of their server, writes are your own |
| `GET`/`PUT /user/{user}/account_data/{type}` and the per-room variant | account data, stored and returned byte for byte |
| `POST /createRoom` | room versions 3 to 12, presets, `initial_state`, invites, aliases |
| `POST /join/{roomIdOrAlias}` · `POST /rooms/{id}/join`, `/leave` | joining by ID or alias — on another server too, with federation on — and leaving or rejecting an invite |
| `POST /rooms/{id}/invite`, `/kick`, `/ban`, `/unban` | membership, decided by the room's power levels; invites reach users of other servers |
| `PUT /rooms/{id}/send/{type}/{txn}` | messages, idempotent per transaction ID |
| `GET`/`PUT /rooms/{id}/state[/{type}[/{key}]]` | room state, read whole or one piece at a time |
| `PUT /rooms/{id}/redact/{event}/{txn}` | redactions, applied only when they take effect |
| `GET /rooms/{id}/event/{event}` · `/members` (with `?at=`) · `/joined_members` · `/aliases` | reading a room |
| `GET /joined_rooms` | the rooms you are in |
| `GET`/`PUT`/`DELETE /directory/room/{alias}` | the alias directory; remote aliases are asked of their server |
| `GET`/`POST /publicRooms` · `GET`/`PUT /directory/list/room/{id}` | the public room directory, ours or (`?server=`) another server's |
| `GET /sync` | the event stream: long-polled, incremental, filtered, with lazy-loaded members |
| `GET /rooms/{id}/messages` · `/context/{event}` | paging a room's history, and one event with what surrounds it |
| `POST /user/{user}/filter` · `GET /user/{user}/filter/{id}` | filters, stored and returned byte for byte |
| `PUT /rooms/{id}/typing/{user}` | typing notifications, kept in memory and expired |
| `POST /rooms/{id}/receipt/{type}/{event}` · `/read_markers` | read receipts, public and private, and the read marker |
| `PUT /sendToDevice/{type}/{txn}` | device-to-device messaging, which carries E2EE's session keys |
| `POST /keys/upload`, `/keys/query`, `/keys/claim` · `GET /keys/changes` | device, one-time and fallback keys, local and from other servers |
| `POST /keys/device_signing/upload`, `/keys/signatures/upload` | cross-signing, with the password re-asked to replace a master key |
| `/room_keys/version[/{v}]` · `/room_keys/keys[/{room}[/{session}]]` | server-side key backup; see [docs/e2ee.md](docs/e2ee.md) |
| `GET /pushrules/` · `GET`/`PUT`/`DELETE /pushrules/global/{kind}/{rule}` and its `enabled` / `actions` | push rules, over the spec's defaults; see [docs/push.md](docs/push.md) |
| `GET /pushers` · `POST /pushers/set` | where a device wants its notifications pushed |
| `GET /notifications` | what notified you, newest first |
| `GET`/`PUT /presence/{user}/status` | presence — **only while `sync.presence` is on**, and it is off by default |
| `POST /_matrix/media/v3/upload` · `POST /_matrix/media/v1/create` · `PUT /_matrix/media/v3/upload/{server}/{id}` | uploads, directly or to a reserved URI |
| `GET /_matrix/client/v1/media/download/…` · `/thumbnail/…` · `/config` | downloads and thumbnails, local and from other servers; see [docs/media.md](docs/media.md) |
| `GET /_matrix/client/versions` · `/.well-known/matrix/client` | discovery |
| `/.well-known/matrix/server` | server discovery — **only while federation is on** |
| `/_matrix/federation/*` · `/_matrix/key/*` | the Server-Server API — **only while federation is on**; see [docs/federation.md](docs/federation.md) |
| `GET /healthz` · `GET /metrics` | liveness with a database ping, and Prometheus |
| anything else under `/_matrix/` | `404 M_UNRECOGNIZED`, as the spec requires |
Admin API under `/_warp/admin/v1`: the federation and registration
switches and the allow/deny list editor, per-server federation health,
users (listing, creation, the admin flag, deactivation, password resets,
devices, media quotas), registration tokens, server notices, the
application services and their delivery, the room list and detail,
purging a room, removing a user from one, the audit log and the dashboard
counters. See [docs/admin-api.md](docs/admin-api.md).
Also in place: argon2id passwords, hashed access and refresh tokens,
per-endpoint rate limiting, YAML + environment configuration, structured
logging, graceful shutdown, the storage interfaces with SQLite, PostgreSQL
and PocketBase drivers, the embedded migration runner and the runtime
settings service.
Complement, the official integration suite, is wired up for both
profiles. `make complement` runs the account, room and stream tests with
federation off — `TestRegistration`, `TestLogin`, `TestDeviceManagement`,
the Phase 3 room tests and the Phase 4 `TestSync*`, `TestMessages*`,
`TestContext*`, `TestFilter*`, `TestTyping*`, `TestReceipt*` and
`TestToDevice*`, the Phase 6 media tests, the Phase 7 key tests and the
Phase 8 push rule tests.
`make complement-federation` runs the Phase 5 Server-Server tests and the
device list tests with federation on, over TLS with Complement's CA.
## Quick start
Requires Go 1.26 or newer. No cgo, no C compiler, no database server: the
default SQLite driver is pure Go.
```sh
cp warp.yaml.example warp.yaml
# edit global.server_name
make build
./bin/warp generate-keys
./bin/warp create-account --username you --admin
./bin/warp serve
```
Then:
```sh
curl localhost:8008/healthz
curl localhost:8008/_matrix/client/versions
```
Registration is off in a fresh install, which is why the first account is
made from the command line. Turn it on from the admin API when you want
others to sign up.
Without `make`, the same from the `server` directory:
```sh
go build -o ../bin/warp ./cmd/warp
```
## Configuration
One YAML file, every field overridable from the environment. See
[warp.yaml.example](warp.yaml.example) — each setting lists its `WARP_*`
variable. With no config file at all the server runs on defaults plus the
environment, which is how the container image is meant to be used:
```sh
docker build -t warp .
docker run -p 8008:8008 -v warp-data:/data -e WARP_SERVER_NAME=warp.example warp
```
An unknown field in the config file is an error, not a warning: a typo in a
security-relevant setting should never be silently ignored.
## Commands
| Command | What it does |
|---|---|
| `warp serve` | run the homeserver |
| `warp migrate [--status]` | apply (or list) pending database migrations |
| `warp generate-keys [--output path] [--key-id id]` | create the ed25519 signing key |
| `warp create-account --username name [--admin]` | create a local account, straight in the database |
| `warp version` | version and compiled-in storage drivers |
| `warp-loadtest [-users n] [-rooms n] [-rate r] [-duration d] [-sliding]` | a separate binary that loads a test server with users, rooms, messages and syncs, and reports latencies; see [docs/deployment.md](docs/deployment.md#load-testing) |
`create-account` talks to the database rather than to a running server, so
the first account on a new install can be made before anything is listening
and without turning registration on. It prompts for the password twice;
`--password-file` and `--password` are there for scripts.
The signing key is written as a single line, the same format Synapse uses:
`ed25519 <key-id> <unpadded-base64-seed>`. `generate-keys` refuses to
overwrite an existing key — losing it would invalidate every event this
server has ever signed.
## Federation switch
Federation is off in a fresh install. While it is off, the federation
surface does not answer at all: `/_matrix/federation/*`, `/_matrix/key/*`
and `/.well-known/matrix/server` return `404 M_UNRECOGNIZED`, exactly as
they would on a server that has no federation API, and nothing outbound
runs.
The switch is stored in the `server_settings` table and cached in memory,
so flipping it — `PUT /_warp/admin/v1/federation {"enabled": true}` —
takes effect on the next request without a restart. Switching it on
starts the outbound queue, which picks up whatever it still owed other
servers; switching it off stops the queue mid-flight and makes the
federation client refuse every request before it opens a connection. Set
`federation.allow_runtime_toggle: false` to pin the switch to the config
file.
To federate, other servers have to be able to reach this one: either set
`global.well_known.server_address` to a reverse proxy that terminates TLS,
or let Warp terminate it with `listen.federation_address: ":8448"` and a
certificate. See [docs/configuration.md](docs/configuration.md) and
[docs/federation.md](docs/federation.md).
## Development
```sh
make test # unit tests (SQLite)
make lint # golangci-lint
make check # vet + test, what CI runs
make cover # coverage.html
make complement # the Complement C-S subset, federation off (needs Docker)
make complement-federation # the Complement federation subset
# the storage tests against PostgreSQL as well
WARP_TEST_POSTGRES_DSN='postgres://warp:warp@localhost/warp_test?sslmode=disable' make test-postgres
```
`make test-race` needs cgo and therefore a C toolchain; CI runs it on
Linux.
## Layout
```
server/ the homeserver (Go module)
cmd/warp/ the binary: serve, migrate, generate-keys, create-account, version
cmd/warp-loadtest/ the load tester
internal/
config/ YAML + env configuration
logging/ metrics/ slog and Prometheus setup
tracing/ OpenTelemetry: server and client spans, trace propagation
httputil/ Matrix error envelope, CORS, router, middleware
ratelimit/ per-endpoint token buckets
federation/ the Server-Server protocol: gate, X-Matrix, discovery, client, keys
federationapi/ federation endpoints, the outbound queue, the switchable Module (docs/federation.md)
settings/ runtime settings service (the switches)
userapi/ accounts, passwords, devices, tokens, account data, deactivation, registration tokens
roomserver/ rooms: the input pipeline (docs/rooms.md), relations and threads (docs/relations.md), spaces (docs/spaces.md), search (docs/search.md)
syncapi/ /sync, sliding sync, /messages, the ephemeral streams (docs/sync.md)
pushrules/ pushserver/ push rules, notification counts, pushers (docs/push.md)
mediaapi/ uploads, downloads, thumbnails, remote media (docs/media.md)
keyserver/ device keys, one-time keys, cross-signing, key backup (docs/e2ee.md)
appservice/ application services: registrations, namespaces, delivery (docs/appservices.md)
servernotices/ messages from the server to its users
clientapi/ the Client-Server API handlers
adminapi/ /_warp/admin/v1
setup/ wiring: storage, routes, graceful shutdown
matrix/ the event core (docs/event-core.md)
canonicaljson/ the canonical JSON encoding
signing/ ed25519 server keys, Signing JSON
id/ identifier grammars as they appear in events
roomversion/ the room version registry
event/ PDUs: hashes, event IDs, redaction, signing
auth/ the authorisation rules and power levels
stateres/ state resolution v2
storage/ interfaces + driver registry
migrations/ embedded migration runner
sqlstore/ shared database/sql implementation
filestore/ media content on the local filesystem
sqlite/ postgres/ pocketbase/
test/complement/ the Complement homeserver image and runner
apps/ clients: ui, admin, web, desktop, mobile (Phase 1+)
deploy/ compose/ (with Prometheus, Grafana, Jaeger), helm/warp, grafana/ dashboard
docs/
```