proposal for room version upgrades
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# Room version upgrades
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## Background
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[MSC1425](https://github.com/matrix-org/matrix-doc/issues/1425) introduces a
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mechanism for associating a "version" with a room, which allows us to introduce
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changes to the mechanics of rooms.
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Assuming that a given change is successful, the next challenge is to introduce
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it to existing rooms. This proposal introduces a mechanism for doing so.
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## Proposal
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In short: room upgrades are implemented by creating a new room, shutting down
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the old one, and linking between the two.
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The mechanics of this are as follows. When Alice upgrades a room, her client
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hits a new C-S api:
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```
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POST /_matrix/client/r0/room/{roomId}/upgrade
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```
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```json
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{
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"new_version": "2"
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}
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```
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Response:
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```json
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{
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"replacement_room": "!QtykxKocfsgujksjgd:matrix.org"
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}
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```
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When this is called, the server:
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* Checks that Alice has permissions to send `m.room.tombstone` state events.
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* Creates a replacement room, with an `m.room.create` with a `predecessor` field
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which links to the last known event in the old room:
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```json
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{
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"sender": "@alice:somewhere.com",
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"type": "m.room.create",
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"state_key": "",
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"room_id": "!QtykxKocfsgujksjgd:matrix.org",
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"content": {
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"predecessor": {
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"room_id": "!cURbaf:matrix.org",
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"event_id": "$1235135aksjgdkg:matrix.org"
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}
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}
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}
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```
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* Replicates PL/privacy/topic/etc settings to the new room.
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* Moves any local aliases to the new room.
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* Sends an `m.room.tombstone` state event in the old room to tell participants
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that it is dead:
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```json
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{
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"sender": "@alice:somewhere.com",
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"type": "m.room.tombstone",
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"state_key": "",
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"room_id": "!cURbaf:matrix.org",
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"content": {
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"body": "This room has been replaced",
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"replacement_room": "!QtykxKocfsgujksjgd:matrix.org"
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}
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}
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```
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* Assuming Alice has the powers to do so, sets the power levels in the old
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room to stop people speaking. [TODO: what does this actually mean?]
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Bob's client understands the `m.room.tombstone` event, and:
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* Hides the old room in the room list (the room continues to be accessible
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via the old room id (permalinks, backlinks from the new room, etc).
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* Displays, at the very bottom of the timeline of the old room: "This room
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has been upgraded. Click here to follow the conversation to the new room".
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The link is simply a permalink to the new room. When Bob opens it, he will
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get joined to the new room.
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[Note that if Bob is on a version of synapse which doesn't understand room
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versions, following the permalink will take him to a room view which churns
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for a while and eventually fails. Synapse 0.33.3 / 0.34.0 should at least
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give a sensible error code.]
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* Optional extension: if the user is in both rooms, then the "N unread
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messages" banner when scrolled up in the old room could be made to track
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messages in the new room (so in practice the user would only ever see the
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hiatus between the versions if they scrolled all the way to the beginning
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of the new room or the end of the old one.)
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Bob's client also understands the `predecessor` field in the `m.room.create`, and:
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* At the top of scrollback in the new room, displays: "This room is a
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continuation of a previous room. Click here to see the old conversation."
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The link is a permalink to the old room.
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* Optional extensions might include things like extending room search to
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work across two rooms.
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### Summary: client changes needed
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* Ability for an op to view the current room version and upgrade it (by
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hitting `/upgrade_room`).
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* Also the ability for an op to see what versions the servers in the current
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room supports (nb via a cap API) and so how many users will get locked out
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[XXX: really? this sounds like a pita]
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* Display `m.room.tombstone`s as a sticky message at the bottom of the old
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room (perhaps replacing the message composer input) as “This room has been
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replaced. Please click here to continue” or similar.
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* When the user clicks the link, the client attempts to join the new room if
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we are not already a member, and then switches to a view on the new room.
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* If the client sees a pair of rooms with a tombstone correctly joined to the
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new room, it should hide the old one from the RoomList.
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* If one backpaginates the new room to its creation, we should show the
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`m.room.create` as “This room is a continuation of a previous room; click here
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to view” (or similar).
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* Search is extended to search old rooms (could be done clientside for now).
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Future eye-candy:
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* When one is viewing the old room:
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* Rather than showing a sticky tombstone at the bottom, one should probably
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have the “10 unread messages” section in the status bar which refers to
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the current version of the room.
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* We should probably also show the membership list of the current room. (Perhaps?)
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### Problems
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* If Bob is on a remote server, how does it know where to send the
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`/make_join` for the new room?
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* We could send it to the server which sent the `tombstone` evnent? (This
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would require the client to set the `server_name` param on the `/join`
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request, but that seems fine)
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* What about invite-only rooms? Users in the old room won't be able to join
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the new room without an invite.
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* For local users, we need to first create an invite for each user in the
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room. This is easy, if a bit high-overhead.
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* For remote users:
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* Alice's server could send invites; however this is likely to give an
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unsatisfactory UX due to servers being offline, maybe not supporting the
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new room version, and then spamming Bob with mysterious invites.
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* We could change the auth rules to treat a membership of the old room as
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equivalent to an invite to the new room. However, this is likely to
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reintroduce the problems we are trying to solve by replacing the room in
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the first place.
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* We could create a new type of membership which acts like an invite for
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the purposes of allowing users into invite-only rooms, but doesn't need
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to be sent to remote servers.
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* What about clients that don't understand tombstones?
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* I think they'll just show you two separate rooms (both with the same
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name), and you won't be able to talk in one of them. It's not great but it
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will probably do.
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* It's a shame that scrollback in the new room will show a load of joins
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before you get to the link to the old room.
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* Do users stay members of the old room forever? Do they leave after a
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respectful period? Do they leave if the user leaves the new room?
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## Dismissed solutions
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### Variations on this proposal
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#### Have servers auto-join their users on upgrade
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In order to make the upgrade more seamless, it might be good for servers to
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automatically join any users that were in the old room to the new room.
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In short, when Bob's server receives a tombstone event, it would attempt to
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auto-join Bob to the new room, and updates any aliases it may have to point to
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the new room.
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It's worth noting that the join may not be successful: for example, because
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Bob's server is too old, or because Bob has been blocked from joining the new
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room, or because joins are generally flaky. In this case Bob might attempt a
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rejoin via his client.
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#### Have servers merge old and new rooms together
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Instead of expecting clients to interpret tombstone events, servers could merge
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/sync results together for the two rooms and present both as the old room in
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/sync results - and then map from the old room ID back to the new one for API
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calls.
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(Note that doing this the other way around (mapping both rooms into the *new*
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room ID) doesn't really work without massively confusing clients which have
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cached data about the old room.)
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This sounds pretty confusing though: would the server do this forever
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for all users on the server?
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#### have clients merge old and new rooms
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At the top of scrollback for the new room, shows some sort of "messages from a
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previous version of this room" divider, above which it shows messages from the
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old room <sup name="a10">[1](#f10)</sup>.
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This gets quite messy quite quickly. For instance, it will be confusing to see
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any ongoing traffic in the old room (people whose servers didn't get the memo
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about the tombstone; people leaving the old room; etc). Ultimately it's all
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client polish though, so we can consider this for the future.
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<b name="f10">1</b> It's probably worth noting that this alone is a somewhat
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fundamental reworking of a bunch of complicated stuff in matrix-react-sdk (and
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presumably likewise in the mobile clients). [↩](#a10)
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### Counter-proposal: upgrade existing rooms in-place
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The general idea here is to divide the room DAG into v1 and v2 parts. Servers
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which do not support v2 will not see the v2 part of the DAG. This might look
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like the below:
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![dag](1501-split-dag.png)
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In this model, room version is tracked as a state event:
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```json
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{
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"type": "m.room.version",
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"content": {
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"version": 2
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}
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}
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```
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This event can only ever be sent by the **original room creator** - i.e., the
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sender of the `m.room.create event` - even if the `m.room.power_levels` say
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otherwise <sup name="a1">[1](#f1)</sup> <sup name="a2">[2](#f2)</sup>.
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The DAG is now divided into parts where the state of m.room.version is 2, and
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those where it is missing (and therefore implicitly 1).
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When sending out federation transactions, v2 events are listed under a new
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versioned_pdus key in the /send request:
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```
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PUT /_matrix/federation/v1/send/991079979
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{
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"origin_server_ts": 1404835423000,
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"origin": "matrix.org",
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"pdus": [],
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"versioned_pdus": {
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2: [...]
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},
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"edus": [...]
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}
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```
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Old servers which do not support v2 will therefore not receive any v2 parts of
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the DAG, and transactions which only contain updates to the v2 part of the DAG
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will be treated as no-ops. Servers should ignore entries under versioned_pdus
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which correspond to versions they do not know about.
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As a special case, `m.room_version events` themselves are treated as having the
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version previously in force in the room, unless that was v1, in which case,
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they are treated as being v2. This means that the upgrade from v1 to v2, *and*
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the upgrade from v2 to v3, are included under `versioned_pdus[2]`, but the
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upgrade from v3 to v4 is included under `versioned_pdus[3]`. If a server
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receives an `m.room_version` event with a version it does not understand, it
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must refuse to allow any other events into the upgraded part of the DAG (and
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probably *should* refuse to allow any events into the DAG at all)
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<sup name="a1">[3](#f3)</sup>. The reasons for this are as follows:
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* We want to ensure that v1-only servers do not receive the room_version
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event, since they don't know how to auth it correctly, and more importantly
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we want to ensure that they can't get hold of it to construct bits of DAG
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which refer to it, and would have to follow the v2 rules.
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* However, putting subsequent upgrades in a place where older servers will see
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it means that we can do more graceful upgrades in future by telling their
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clients that the room seems to have been upgraded.
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As normal, we require joining servers to declare their support for room
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versions, and reject any which do not include the version of the room given by
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the current room state.
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In theory this is all that is required to ensure that v1-only servers never see
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any v2 parts of the DAG (events are only sent via /send, and a v1 server should
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have no way to reference v2 parts of the DAG); however we may want to consider
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adding a "versions" parameter to API calls like /event and /state which allow a
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server to specify an event_id to fill from, in case a (non-synapse, presumably)
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implementation gets an event id from a /context request or similar and tries to
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fill from it.
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The experience for clients could be improved by awareness of the m.room.version
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event and querying a capabilities API (e.g. /versions?) to determine whether a
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room has been upgraded newer than the server can support. If so, a client
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could say: “Your server must be upgraded to continue to participate in this
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room” (and manually prevent the user from trying to speak).
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#### Problems
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* This leaves users on old v1-only servers in their own view of the room,
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potentially continuing to speak but only seeing a subset of events (those
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from their own and other v1 servers).
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In the worst case, they might ask questions which those on v2 servers can see but have no way of replying to.
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One way to mitigate this would be to ensure that the last event sent in the
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v1 part of the DAG is an m.room.power_levels to make the room read-only to
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casual users; then restore the situation in the v2 DAG.
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* There's nothing to stop "inquisitive" users on v1 servers sending
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m.room.version events, which is likely to completely split-brain the room.
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* This doesn't help us do things like change the format of the room id.
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<b name="f1">1</b> This avoids the version event itself being vulnerable to state
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resets. [↩](#a1)
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<b name="f2">2</b> This is therefore a change to the event authorisation rules
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which we need to introduce with room version 2. [↩](#a2)
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<b name="f3">3</b> It's worth noting this does give the room creator a
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kill-switch for the room, even if they've subsequently been de-opped. Such is
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life. [↩](#a3)
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