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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

190 lines
7.5 KiB
Markdown

# Development
## Prerequisites
- Go 1.26+. Nothing else for the default build: the SQLite driver is pure
Go and `CGO_ENABLED=0` works everywhere.
- A C toolchain only if you want `go test -race`.
- PostgreSQL only to run the storage tests against it.
- `golangci-lint` v2 for `make lint`:
`go install github.com/golangci/golangci-lint/v2/cmd/golangci-lint@latest`
## Everyday commands
```sh
make build # bin/warp
make test # go test ./... in server/
make check # vet + test
make lint
make cover # coverage.html
make clean
```
Each one is a two-line shell command if you would rather not use `make`;
look at the [Makefile](../Makefile).
## Running a server locally
```sh
cp warp.yaml.example warp.yaml # set global.server_name
make build
./bin/warp generate-keys
./bin/warp serve
```
The SQLite file, the signing key and (later) the media store are written
relative to the working directory. They are in `.gitignore`.
For a throwaway server with no config file at all:
```sh
WARP_SERVER_NAME=dev.local WARP_PRIVATE_KEY=./keys/dev.key ./bin/warp generate-keys
WARP_SERVER_NAME=dev.local WARP_PRIVATE_KEY=./keys/dev.key ./bin/warp serve
```
## Adding a database migration
1. Write the same change twice, once per SQL dialect:
`server/internal/storage/sqlite/migrations/NNNN_name.sql` and
`server/internal/storage/postgres/migrations/NNNN_name.sql`.
Use the next free number; `NNNN` is zero-padded to four digits.
2. The files are embedded with `embed.FS`, so a rebuild picks them up.
3. `./bin/warp migrate --status` lists what would run, `./bin/warp migrate`
applies it. A server started with `database.auto_migrate: true` (the
default) runs them itself.
Rules the runner enforces:
- One transaction per migration. A failure rolls that file back entirely
and leaves the following ones unapplied.
- A migration that has already been applied and whose file has since
changed is an error. Write a new migration instead of editing an old
one; the checksum of every applied file is recorded.
- A database that has migrations this binary does not know about refuses
to start, so an old binary cannot run against a newer schema.
## Long-polling endpoints
`/sync` holds a request open until something happens, which has two
consequences worth knowing about when running a server locally.
`listen.write_timeout` must stay above `sync.long_poll_timeout`, or the
listener cuts off a blocked sync before it can answer. The defaults
(`120s` and `30s`) leave room; a proxy in front of the server needs the same
check.
A blocked sync is woken through `syncapi.Notifier`, not by polling, so a
test that sends an event and then expects a blocked sync to return has to
make sure the sync is actually blocked first — otherwise it finds the event
without ever having waited, and passes without testing anything.
`Notifier.Listeners()` exists for that, and
`internal/clientapi/sync_test.go` shows the pattern.
## Adding an endpoint
Routes are registered in `server/internal/setup/routes.go` on an
`httputil.Router`, which is `http.ServeMux` plus per-route metrics:
```go
r.HandleFunc("GET /_matrix/client/v3/profile/{userID}/displayname", s.handleGetDisplayName)
```
Handlers have the signature `func(http.ResponseWriter, *http.Request) error`
and return Matrix errors directly:
```go
func (s *Server) handleThing(w http.ResponseWriter, r *http.Request) error {
if somethingWrong {
return httputil.Forbidden("You are not allowed to do that")
}
httputil.WriteJSON(w, http.StatusOK, response{})
return nil
}
```
Anything returned that is not a `*httputil.MatrixError` is logged in full
and reported to the client as `M_UNKNOWN`, so internal detail never leaks.
Endpoints that belong to the federation surface are registered through the
gate instead, so they disappear when federation is switched off:
```go
r.Handle("GET /_matrix/federation/v1/version", s.federation.ProtectFunc(s.handleFederationVersion))
```
A Client-Server endpoint that would need federation to answer returns
`federation.RejectClientRequest("...")`, which is an `M_FORBIDDEN` that
says why.
## Tests
- Unit tests live next to the code. Each API package holds its own
HTTP-level tests, built on a throwaway SQLite database with the real
components behind them rather than fakes; `internal/setup` holds the
smaller set that goes through the whole wrapped handler, to catch a route
that was written but never registered.
- Storage tests run against every driver that is available:
SQLite always, PostgreSQL when `WARP_TEST_POSTGRES_DSN` is set. The
PostgreSQL tests share one database, so each group of them truncates the
tables it owns first; add a table to `resetRoomTables` or
`resetSyncTables` when you add one, or the second test to insert the same
row will collide — and only in CI, where PostgreSQL exists.
- The event core under `internal/matrix` is tested against the spec's own
cryptographic and canonical JSON test vectors, and has fuzz targets for
the two functions that read bytes straight off the network. `make test`
runs the unit tests; the fuzzers are opt-in. See
[event-core.md](event-core.md).
- CI runs `gofmt -l`, `go mod tidy` (as a diff check), `go vet`, the tests
on Linux and Windows, the race detector on Linux, `golangci-lint`, and a
smoke test that boots the real binary and curls it.
## Complement
[Complement](https://github.com/matrix-org/complement) is the official Matrix
integration suite. It runs a container per homeserver per test and drives it
over the real HTTP API, which makes its pass count the honest measure of how
far along the server is — PLAN.md section 9 treats it as the primary progress
metric.
```sh
make complement # the C-S set, federation off
make complement-federation # the federation set
server/test/complement/run.sh TestLogin # one test
COMPLEMENT_DEBUG=1 make complement # with the container logs
```
It needs Docker. The script builds the image, clones Complement into
`.complement/` (ignored by git) and runs the subset for the phases that are
done. `COMPLEMENT_PROFILE` picks the set: `csapi` (the default) runs the
account, room and stream tests with federation off; `federation` runs the
Server-Server tests with it on. Extend the sets in
[run.sh](../server/test/complement/run.sh) as each phase lands, rather than
switching to the whole suite: a pass count that drops because a later phase
is missing is noise.
The image is [server/test/complement/Dockerfile](../server/test/complement/Dockerfile)
and the deployment is entirely `WARP_*` environment variables — see
[entrypoint.sh](../server/test/complement/entrypoint.sh). Two things there
are worth knowing: rate limiting is off, because the whole suite comes from
one address and would otherwise spend its time reading `M_LIMIT_EXCEEDED`;
and port 8448 is served over TLS with a certificate the entrypoint has the
CA Complement mounts at `/complement/ca` sign, the same CA Warp is told to
trust for its outbound connections.
## Creating the first account
A new install has registration off, so the first account is made from the
command line against the database directly — no server needs to be running:
```sh
./bin/warp create-account --username you --admin
```
It prompts for the password twice. `--password-file` reads it from a file and
`--password` takes it inline, for scripts that have already thought about the
shell history. From there, the admin API can turn registration on:
```sh
curl -X PUT http://localhost:8008/_warp/admin/v1/registration -H "Authorization: Bearer $TOKEN" -d '{"enabled": true}'
```