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Phase 5: federation
Implements PLAN.md Phase 5: the Server-Server API. Warp 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 unreachable), and exchanges events, typing, receipts and
to-device messages with other homeservers — all behind the runtime switch,
which now starts and stops real outbound traffic.

The protocol lives in internal/federation with no knowledge of rooms:
X-Matrix signing (fuzzed parser), the spec's discovery algorithm keeping
the dial address and the TLS name apart, a signed client that refuses
every request while the switch is off or the policy denies the
destination, and a key ring that caches other servers' keys for at most a
week, with optional notaries.

The roomserver takes events from elsewhere through the spec's intake:
signatures and hashes (a hash mismatch keeps the redacted form), the rules
against the event's own auth events, against the state before it — with
/get_missing_events for small gaps and /state_ids for wide ones — and
against the current state, where a failure is a soft failure. Events held
without their state are outliers: a column on roomserver_events, because
the current state of a room joined over federation is almost all
outliers, and excluded from every timeline query. Forks are resolved at
the room's head. Membership across servers is make_join/send_join,
make_leave/send_leave and countersigned invites, in both directions;
m.room.server_acl is enforced on everything another server sends.
History before a remote join is backfilled when /messages pages past it,
stored at negative stream positions.

internal/federationapi is the running component: the inbound endpoints,
and an outbound queue that persists what it owes each destination, sends
it in transactions of 50 PDUs and 100 EDUs, backs off from ten seconds to
six hours, survives restarts, and drops events persisted while federation
is off rather than delivering a backlog in one burst. Its Module is what
the switch starts and stops.

Also: a TLS listener for port 8448, trusted key servers, key validity and
an outbound CA bundle in the config; per-destination health and backoff
reset in the admin API; remote profiles, aliases and directories in the
Client-Server API; a Complement federation profile. See
docs/federation.md, including its known gaps (no partial-state joins, no
key rotation).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-16 17:14:20 +02:00

11 KiB

Configuration

Warp reads one YAML file. Every setting can also come from the environment, and the environment wins. With no file at all the defaults plus WARP_* variables are used, which is how the container image runs.

Where the file comes from, in order:

  1. --config <path>
  2. $WARP_CONFIG
  3. ./warp.yaml, if it exists
  4. nothing — defaults and environment only

An unknown field is a fatal error. A typo in a security-relevant setting must not be ignored.

List-valued variables are comma-separated. A single - clears a list: WARP_CORS_ALLOWED_ORIGINS=-.

Settings

YAML Environment Default Notes
global.server_name WARP_SERVER_NAME — Required. Part of every ID; cannot be changed later.
global.private_key WARP_PRIVATE_KEY ./keys/signing.key Written by warp generate-keys.
global.well_known.client_base_url WARP_WELL_KNOWN_CLIENT_BASE_URL https://<server_name> Advertised to clients.
global.well_known.identity_server_base_url WARP_WELL_KNOWN_IDENTITY_SERVER_BASE_URL empty Omitted from the document when empty.
global.well_known.server_address WARP_WELL_KNOWN_SERVER_ADDRESS empty host:port for other homeservers. Empty = no delegation, other servers fall back to SRV/A.
listen.address WARP_LISTEN_ADDRESS :8008
listen.read_header_timeout WARP_READ_HEADER_TIMEOUT 10s
listen.read_timeout WARP_READ_TIMEOUT 60s
listen.write_timeout WARP_WRITE_TIMEOUT 120s Must stay above sync.long_poll_timeout, or a blocked /sync is cut off before it can answer.
listen.idle_timeout WARP_IDLE_TIMEOUT 120s
listen.max_header_bytes WARP_MAX_HEADER_BYTES 1048576
listen.shutdown_timeout WARP_SHUTDOWN_TIMEOUT 30s Grace period for in-flight requests.
listen.federation_address WARP_LISTEN_FEDERATION_ADDRESS empty A second listener serving the same API over TLS, usually :8448. Empty = none; see Federation over TLS.
listen.tls_cert_file WARP_TLS_CERT_FILE empty PEM certificate chain for the federation listener. Required with it.
listen.tls_key_file WARP_TLS_KEY_FILE empty PEM key for the federation listener. Required with it.
database.driver WARP_DB_DRIVER sqlite sqlite, postgres, pocketbase (not implemented).
database.connection_string WARP_DB_CONNECTION_STRING SQLite file in the working directory
database.max_open_conns WARP_DB_MAX_OPEN_CONNS 10 Ignored by SQLite: writes are serialised onto one connection.
database.max_idle_conns WARP_DB_MAX_IDLE_CONNS 5
database.conn_max_lifetime WARP_DB_CONN_MAX_LIFETIME 1h
database.auto_migrate WARP_DB_AUTO_MIGRATE true false makes startup fail while migrations are pending.
client_api.cors_allowed_origins WARP_CORS_ALLOWED_ORIGINS ["*"] The spec expects any origin.
client_api.trust_x_forwarded_for WARP_TRUST_X_FORWARDED_FOR false Only behind a proxy that overwrites the header; the rate limiter keys on the result.
client_api.access_token_lifetime WARP_ACCESS_TOKEN_LIFETIME 0s 0 = never expire. With a lifetime, clients may ask for a refresh token at login.
client_api.refresh_token_lifetime WARP_REFRESH_TOKEN_LIFETIME 0s 0 = never expire.
client_api.rate_limit.enabled WARP_RATE_LIMIT_ENABLED true
client_api.rate_limit.default.burst / .interval — 30 / 100ms Every rate-limited endpoint without its own bucket.
client_api.rate_limit.login.burst / .interval — 10 / 1s /login and /refresh.
client_api.rate_limit.register.burst / .interval — 5 / 2s /register and /register/available.
client_api.rate_limit.room_create.burst / .interval — 10 / 1s /createRoom, which writes a dozen events per call.
client_api.rate_limit.join.burst / .interval — 10 / 1s The two join endpoints.
client_api.rate_limit.sync.burst / .interval — 100 / 20ms /sync and the writes behind it: typing, receipts, to-device, presence.
sync.presence WARP_SYNC_PRESENCE false Off by default; see below.
sync.typing_timeout WARP_SYNC_TYPING_TIMEOUT 30s How long a typing notification lasts, and the cap on what a client may ask for.
sync.long_poll_timeout WARP_SYNC_LONG_POLL_TIMEOUT 30s The cap on a /sync ?timeout=.
federation.enabled WARP_FEDERATION_ENABLED false
federation.allowlist WARP_FEDERATION_ALLOWLIST [] Non-empty = federate only with these.
federation.denylist WARP_FEDERATION_DENYLIST [] Always wins over the allowlist.
federation.allow_runtime_toggle WARP_FEDERATION_ALLOW_RUNTIME_TOGGLE true See below.
federation.trusted_key_servers WARP_FEDERATION_TRUSTED_KEY_SERVERS [] Notaries asked for a server's key when it cannot be reached itself, e.g. matrix.org. Empty = only ever ask the server.
federation.key_validity_period WARP_FEDERATION_KEY_VALIDITY_PERIOD 24h How long other servers may cache this server's key. At most 168h.
federation.tls_ca_file WARP_FEDERATION_TLS_CA_FILE empty Extra CA certificates (PEM) for outbound federation, on top of the system roots.
registration.enabled WARP_REGISTRATION_ENABLED false
registration.allow_runtime_toggle WARP_REGISTRATION_ALLOW_RUNTIME_TOGGLE true
registration.tokens WARP_REGISTRATION_TOKENS [] Non-empty = sign-up also needs one of these, as the m.login.registration_token stage.
logging.level WARP_LOG_LEVEL info debug, info, warn, error.
logging.format WARP_LOG_FORMAT text text or json.
logging.add_source WARP_LOG_ADD_SOURCE false File and line in every record.
metrics.enabled WARP_METRICS_ENABLED true
metrics.path WARP_METRICS_PATH /metrics Served on the same listener.

The rate limit buckets share one Go type, so per-bucket environment variables would all collide on the same name; they are YAML only. WARP_RATE_LIMIT_ENABLED=false turns the whole limiter off, which is what a test harness wants.

Rate limiting

Each bucket allows burst requests back to back and returns one slot every interval, keyed per client address. Over the limit is 429 M_LIMIT_EXCEEDED with a retry_after_ms the client is expected to honour.

Buckets are per endpoint class, so a client hammering /login cannot spend the budget of /profile. The key is the client address and not the user, because the limiter runs before the access token is resolved — a limiter that had to query the database to find its own key would be a denial of service of its own. Behind a reverse proxy, set client_api.trust_x_forwarded_for: true, or every client shares one bucket.

The admin API under /_warp/admin/v1 is not rate limited: it needs an admin token, and bulk operations from the panel are exactly the traffic a limiter would get in the way of.

Presence

sync.presence is off by default. Presence — who is online, and the status message they set — is the noisiest thing in Matrix: every user's state change is published to everybody they share a room with, which over federation is quadratic in the worst case. Synapse deployments routinely turn it off for that reason, and a private homeserver with a dozen users gains little from it.

With it off:

  • GET and PUT /presence/{userId}/status answer 403 M_FORBIDDEN. They are deliberately not unregistered: a client that gets a 404 from /presence concludes the server is too old to have it and stops asking, where a refusal says this one has it switched off.
  • The presence section of a /sync response is empty.
  • ?set_presence= on /sync is ignored rather than refused — it rides on every sync a client sends, and failing them all would make the server unusable.

It is a boot-time setting, not a runtime one: turning it on starts publishing a stream that nothing was tracking before, and a server that could do that mid-flight would owe every connected client a resync.

Long polling

/sync holds a request open until something happens or the timeout expires, so listen.write_timeout has to stay above sync.long_poll_timeout — otherwise the listener cuts off a blocked sync before it can answer, and the client sees a dropped connection instead of an empty response.

Raising sync.long_poll_timeout does not make a client hear about messages sooner: a blocked sync is woken the moment anything concerning it is written. All the timeout decides is how often an idle client re-establishes its request.

Settings that change at runtime

federation.enabled and registration.enabled are also stored in the server_settings database table, which is what the admin API writes to.

  • With allow_runtime_toggle: true (the default) the stored value wins over the config file at boot, and the admin API may change it. The change takes effect on the next request; no restart.
  • With allow_runtime_toggle: false the config file is authoritative and the admin API refuses to change the setting. Any previously stored value is kept but ignored, so re-enabling the toggle restores the administrator's last choice.

Everything else is read once at startup.

What federation off actually means

While federation.enabled is false:

  • /_matrix/federation/*, /_matrix/key/* and /.well-known/matrix/server answer 404 M_UNRECOGNIZED, exactly as on a server with no federation API. The TLS listener on listen.federation_address, if there is one, stays up and answers the same way.
  • Nothing outbound runs. The transaction queue is stopped, and the federation client refuses every request — key fetches, joins, profile and alias lookups — before it opens a connection, so a component that somehow missed the switch still cannot reach another server.
  • Events persisted while it is off are not queued for other servers. A remote server that cares about the room fetches what it missed the next time it hears from this one. What was already queued when the switch went off stays queued, and goes out when it comes back on.
  • Client-Server endpoints that would need a remote server answer M_FORBIDDEN with a message saying federation is disabled.
  • Events are still signed with the server key, and room and event IDs are unchanged. A room created while federation is off federates normally once it is switched on.

Federation over TLS

Other servers reach this one at whatever its server name resolves to: the address in /.well-known/matrix/server, an SRV record, or the name itself on port 8448. Two deployment shapes:

  • Behind a reverse proxy that terminates TLS — the usual one. Set global.well_known.server_address to the proxy's host:443 and leave listen.federation_address empty: the proxy forwards /_matrix/federation and /_matrix/key to listen.address like everything else.
  • Warp terminates TLS itself: set listen.federation_address to :8448 with listen.tls_cert_file and listen.tls_key_file. The certificate must be valid for the server name (or for the delegated name, if the well-known document delegates).

Outbound federation verifies certificates against the system roots, plus federation.tls_ca_file when it is set — for a private federation whose servers share an internal CA. There is no switch to turn verification off.