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matrix-spec/specification/00_basis.rst

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Matrix Specification
====================
WARNING
=======
.. WARNING::
The Matrix specification is still very much evolving: the API is not yet frozen
and this document is in places incomplete, stale, and may contain security
issues. Needless to say, we have made every effort to highlight the problem
areas that we're aware of.
We're publishing it at this point because it's complete enough to be more than
useful and provide a canonical reference to how Matrix is evolving. Our end
goal is to mirror WHATWG's `Living Standard <http://wiki.whatwg.org/wiki/FAQ#What_does_.22Living_Standard.22_mean.3F>`_
approach except right now Matrix is more in the process of being born than actually being
living!
.. contents:: Table of Contents
.. sectnum::
Matrix is a new set of open APIs for open-federated Instant Messaging and VoIP
functionality, designed to create and support a new global real-time
communication ecosystem on the internet. This specification is the ongoing
result of standardising the APIs used by the various components of the Matrix
ecosystem to communicate with one another.
The principles that Matrix attempts to follow are:
- Pragmatic Web-friendly APIs (i.e. JSON over REST)
- Keep It Simple & Stupid
+ provide a simple architecture with minimal third-party dependencies.
- Fully open:
+ Fully open federation - anyone should be able to participate in the global
Matrix network
+ Fully open standard - publicly documented standard with no IP or patent
licensing encumbrances
+ Fully open source reference implementation - liberally-licensed example
implementations with no IP or patent licensing encumbrances
- Empowering the end-user
+ The user should be able to choose the server and clients they use
+ The user should be control how private their communication is
+ The user should know precisely where their data is stored
- Fully decentralised - no single points of control over conversations or the
network as a whole
- Learning from history to avoid repeating it
+ Trying to take the best aspects of XMPP, SIP, IRC, SMTP, IMAP and NNTP
whilst trying to avoid their failings
The functionality that Matrix provides includes:
- Creation and management of fully distributed chat rooms with no
single points of control or failure
- Eventually-consistent cryptographically secure synchronisation of room
state across a global open network of federated servers and services
- Sending and receiving extensible messages in a room with (optional)
end-to-end encryption
- Extensible user management (inviting, joining, leaving, kicking, banning)
mediated by a power-level based user privilege system.
- Extensible room state management (room naming, aliasing, topics, bans)
- Extensible user profile management (avatars, displaynames, etc)
- Managing user accounts (registration, login, logout)
- Use of 3rd Party IDs (3PIDs) such as email addresses, phone numbers,
Facebook accounts to authenticate, identify and discover users on Matrix.
- Trusted federation of Identity servers for:
+ Publishing user public keys for PKI
+ Mapping of 3PIDs to Matrix IDs
The end goal of Matrix is to be a ubiquitous messaging layer for synchronising
arbitrary data between sets of people, devices and services - be that for
instant messages, VoIP call setups, or any other objects that need to be
reliably and persistently pushed from A to B in an interoperable and federated
manner.
Basis
=====
Architecture
------------
Clients transmit data to other clients through home servers (HSes). Clients do
not communicate with each other directly.
::
How data flows between clients
==============================
{ Matrix client A } { Matrix client B }
^ | ^ |
| events | | events |
| V | V
+------------------+ +------------------+
| |---------( HTTP )---------->| |
| Home Server | | Home Server |
| |<--------( HTTP )-----------| |
+------------------+ Federation +------------------+
A "Client" typically represents a human using a web application or mobile app.
Clients use the "Client-to-Server" (C-S) API to communicate with their home
server, which stores their profile data and their record of the conversations
in which they participate. Each client is associated with a user account (and
may optionally support multiple user accounts). A user account is represented
by a unique "User ID". This ID is namespaced to the home server which allocated
the account and looks like::
@localpart:domain
The ``localpart`` of a user ID may be a user name, or an opaque ID identifying
this user. They are case-insensitive.
.. TODO-spec
- Need to specify precise grammar for Matrix IDs
A "Home Server" is a server which provides C-S APIs and has the ability to
federate with other HSes. It is typically responsible for multiple clients.
"Federation" is the term used to describe the sharing of data between two or
more home servers.
Data in Matrix is encapsulated in an "event". An event is an action within the
system. Typically each action (e.g. sending a message) correlates with exactly
one event. Each event has a ``type`` which is used to differentiate different
kinds of data. ``type`` values MUST be uniquely globally namespaced following
Java's `package naming conventions
<http://docs.oracle.com/javase/specs/jls/se5.0/html/packages.html#7.7>`, e.g.
``com.example.myapp.event``. The special top-level namespace ``m.`` is reserved
for events defined in the Matrix specification. Events are usually sent in the
context of a "Room".
Room structure
~~~~~~~~~~~~~~
A room is a conceptual place where users can send and receive events. Rooms can
be created, joined and left. Events are sent to a room, and all participants in
that room with sufficient access will receive the event. Rooms are uniquely
identified internally via a "Room ID", which look like::
!opaque_id:domain
There is exactly one room ID for each room. Whilst the room ID does contain a
domain, it is simply for globally namespacing room IDs. The room does NOT
reside on the domain specified. Room IDs are not meant to be human readable.
They ARE case-sensitive.
The following diagram shows an ``m.room.message`` event being sent in the room
``!qporfwt:matrix.org``::
{ @alice:matrix.org } { @bob:domain.com }
| ^
| |
Room ID: !qporfwt:matrix.org Room ID: !qporfwt:matrix.org
Event type: m.room.message Event type: m.room.message
Content: { JSON object } Content: { JSON object }
| |
V |
+------------------+ +------------------+
| Home Server | | Home Server |
| matrix.org |<-------Federation------->| domain.com |
+------------------+ +------------------+
| ................................. |
|______| Shared State |_______|
| Room ID: !qporfwt:matrix.org |
| Servers: matrix.org, domain.com |
| Members: |
| - @alice:matrix.org |
| - @bob:domain.com |
|.................................|
Federation maintains shared state between multiple home servers, such that when
an event is sent to a room, the home server knows where to forward the event on
to, and how to process the event. State is scoped to a single room, and
federation ensures that all home servers have the information they need, even
if that means the home server has to request more information from another home
server before processing the event.
Room Aliases
~~~~~~~~~~~~
Each room can also have multiple "Room Aliases", which looks like::
#room_alias:domain
.. TODO
- Need to specify precise grammar for Room Aliases
A room alias "points" to a room ID and is the human-readable label by which
rooms are publicised and discovered. The room ID the alias is pointing to can
be obtained by visiting the domain specified. They are case-insensitive. Note
that the mapping from a room alias to a room ID is not fixed, and may change
over time to point to a different room ID. For this reason, Clients SHOULD
resolve the room alias to a room ID once and then use that ID on subsequent
requests.
When resolving a room alias the server will also respond with a list of servers
that are in the room that can be used to join via.
::
GET
#matrix:domain.com !aaabaa:matrix.org
| ^
| |
_______V____________________|____
| domain.com |
| Mappings: |
| #matrix >> !aaabaa:matrix.org |
| #golf >> !wfeiofh:sport.com |
| #bike >> !4rguxf:matrix.org |
|________________________________|
Identity
~~~~~~~~
Users in Matrix are identified via their user ID. However, existing ID
namespaces can also be used in order to identify Matrix users. A Matrix
"Identity" describes both the user ID and any other existing IDs from third
party namespaces *linked* to their account.
Matrix users can *link* third-party IDs (3PIDs) such as email addresses, social
network accounts and phone numbers to their user ID. Linking 3PIDs creates a
mapping from a 3PID to a user ID. This mapping can then be used by other Matrix
users in order to discover other users, according to a strict set of privacy
permissions.
In order to ensure that the mapping from 3PID to user ID is genuine, a globally
federated cluster of trusted "Identity Servers" (IS) are used to perform
authentication of the 3PID. Identity servers are also used to preserve the
mapping indefinitely, by replicating the mappings across multiple ISes.
Usage of an IS is not required in order for a client application to be part of
the Matrix ecosystem. However, without one clients will not be able to look up
user IDs using 3PIDs.
Presence
~~~~~~~~
.. NOTE::
This section is a work in progress.
Each user has the concept of presence information. This encodes the
"availability" of that user, suitable for display on other user's clients. This
is transmitted as an ``m.presence`` event and is one of the few events which
are sent *outside the context of a room*. The basic piece of presence
information is represented by the ``presence`` key, which is an enum of one of
the following:
- ``online`` : The default state when the user is connected to an event
stream.
- ``unavailable`` : The user is not reachable at this time.
- ``offline`` : The user is not connected to an event stream.
- ``free_for_chat`` : The user is generally willing to receive messages
moreso than default.
- ``hidden`` : Behaves as offline, but allows the user to see the client
state anyway and generally interact with client features. (Not yet
implemented in synapse).
This basic ``presence`` field applies to the user as a whole, regardless of how
many client devices they have connected. The home server should synchronise
this status choice among multiple devices to ensure the user gets a consistent
experience.
In addition, the server maintains a timestamp of the last time it saw an active
action from the user; either sending a message to a room, or changing presence
state from a lower to a higher level of availability (thus: changing state from
``unavailable`` to ``online`` will count as an action for being active, whereas
in the other direction will not). This timestamp is presented via a key called
``last_active_ago``, which gives the relative number of miliseconds since the
message is generated/emitted, that the user was last seen active.
Home servers can also use the user's choice of presence state as a signal for
how to handle new private one-to-one chat message requests. For example, it
might decide:
- ``free_for_chat`` : accept anything
- ``online`` : accept from anyone in my addres book list
- ``busy`` : accept from anyone in this "important people" group in my
address book list
Presence List
+++++++++++++
Each user's home server stores a "presence list" for that user. This stores a
list of other user IDs the user has chosen to add to it. To be added to this
list, the user being added must receive permission from the list owner. Once
granted, both user's HS(es) store this information. Since such subscriptions
are likely to be bidirectional, HSes may wish to automatically accept requests
when a reverse subscription already exists.
As a convenience, presence lists should support the ability to collect users
into groups, which could allow things like inviting the entire group to a new
("ad-hoc") chat room, or easy interaction with the profile information ACL
implementation of the HS.
Presence and Permissions
++++++++++++++++++++++++
For a viewing user to be allowed to see the presence information of a target
user, either:
- The target user has allowed the viewing user to add them to their presence
list, or
- The two users share at least one room in common
In the latter case, this allows for clients to display some minimal sense of
presence information in a user list for a room.
Idle Time
+++++++++
.. NOTE::
Needs specificity & detail. Not present in Synapse.
As well as the basic ``presence`` field, the presence information can also show
a sense of an "idle timer". This should be maintained individually by the
user's clients, and the home server can take the highest reported time as that
to report. When a user is offline, the home server can still report when the
user was last seen online.
Device Type
+++++++++++
.. NOTE::
Needs specificity & detail. Not present in Synapse.
Client devices that may limit the user experience somewhat (such as "mobile"
devices with limited ability to type on a real keyboard or read large amounts of
text) should report this to the home server, as this is also useful information
to report as "presence" if the user cannot be expected to provide a good typed
response to messages.
Profiles
~~~~~~~~
.. NOTE::
This section is a work in progress.
.. TODO-spec
- Metadata extensibility
Internally within Matrix users are referred to by their user ID, which is
typically a compact unique identifier. Profiles grant users the ability to see
human-readable names for other users that are in some way meaningful to them.
Additionally, profiles can publish additional information, such as the user's
age or location.
A Profile consists of a display name, an avatar picture, and a set of other
metadata fields that the user may wish to publish (email address, phone
numbers, website URLs, etc...). This specification puts no requirements on the
display name other than it being a valid unicode string. Avatar images are not
stored directly; instead the home server stores an ``http``-scheme URL where
clients may fetch it from.
API Standards
-------------
The mandatory baseline for communication in Matrix is exchanging JSON objects
over RESTful HTTP APIs. HTTPS is mandated as the baseline for server-server
(federation) communication. HTTPS is recommended for client-server
communication, although HTTP may be supported as a fallback to support basic
HTTP clients. More efficient optional transports for client-server
communication will in future be supported as optional extensions - e.g. a
packed binary encoding over stream-cipher encrypted TCP socket for
low-bandwidth/low-roundtrip mobile usage.
.. TODO
We need to specify capability negotiation for extensible transports
For the default HTTP transport, all API calls use a Content-Type of
``application/json``. In addition, all strings MUST be encoded as UTF-8.
Clients are authenticated using opaque ``access_token`` strings (see
`Registration and Login`_ for details), passed as a query string parameter on
all requests.
.. TODO
Need to specify any HMAC or access_token lifetime/ratcheting tricks
Any errors which occur on the Matrix API level MUST return a "standard error
response". This is a JSON object which looks like::
{
"errcode": "<error code>",
"error": "<error message>"
}
The ``error`` string will be a human-readable error message, usually a sentence
explaining what went wrong. The ``errcode`` string will be a unique string
which can be used to handle an error message e.g. ``M_FORBIDDEN``. These error
codes should have their namespace first in ALL CAPS, followed by a single _.
For example, if there was a custom namespace ``com.mydomain.here``, and a
``FORBIDDEN`` code, the error code should look like
``COM.MYDOMAIN.HERE_FORBIDDEN``. There may be additional keys depending on the
error, but the keys ``error`` and ``errcode`` MUST always be present.
Some standard error codes are below:
:``M_FORBIDDEN``:
Forbidden access, e.g. joining a room without permission, failed login.
:``M_UNKNOWN_TOKEN``:
The access token specified was not recognised.
:``M_BAD_JSON``:
Request contained valid JSON, but it was malformed in some way, e.g. missing
required keys, invalid values for keys.
:``M_NOT_JSON``:
Request did not contain valid JSON.
:``M_NOT_FOUND``:
No resource was found for this request.
:``M_LIMIT_EXCEEDED``:
Too many requests have been sent in a short period of time. Wait a while then
try again.
Some requests have unique error codes:
:``M_USER_IN_USE``:
Encountered when trying to register a user ID which has been taken.
:``M_ROOM_IN_USE``:
Encountered when trying to create a room which has been taken.
:``M_BAD_PAGINATION``:
Encountered when specifying bad pagination query parameters.
:``M_LOGIN_EMAIL_URL_NOT_YET``:
Encountered when polling for an email link which has not been clicked yet.
The C-S API typically uses ``HTTP POST`` to submit requests. This means these
requests are not idempotent. The C-S API also allows ``HTTP PUT`` to make
requests idempotent. In order to use a ``PUT``, paths should be suffixed with
``/{txnId}``. ``{txnId}`` is a unique client-generated transaction ID which
identifies the request, and is scoped to a given Client (identified by that
client's ``access_token``). Crucially, it **only** serves to identify new
requests from retransmits. After the request has finished, the ``{txnId}``
value should be changed (how is not specified; a monotonically increasing
integer is recommended). It is preferable to use ``HTTP PUT`` to make sure
requests to send messages do not get sent more than once should clients need to
retransmit requests.
Valid requests look like::
POST /some/path/here?access_token=secret
{
"key": "This is a post."
}
PUT /some/path/here/11?access_token=secret
{
"key": "This is a put with a txnId of 11."
}
In contrast, these are invalid requests::
POST /some/path/here/11?access_token=secret
{
"key": "This is a post, but it has a txnId."
}
PUT /some/path/here?access_token=secret
{
"key": "This is a put but it is missing a txnId."
}
Glossary
--------
.. NOTE::
This section is a work in progress.
Backfilling:
The process of synchronising historic state from one home server to another,
to backfill the event storage so that scrollback can be presented to the
client(s). Not to be confused with pagination.
Context:
A single human-level entity of interest (currently, a chat room)
EDU (Ephemeral Data Unit):
A message that relates directly to a given pair of home servers that are
exchanging it. EDUs are short-lived messages that related only to one single
pair of servers; they are not persisted for a long time and are not forwarded
on to other servers. Because of this, they have no internal ID nor previous
EDUs reference chain.
Event:
A record of activity that records a single thing that happened on to a context
(currently, a chat room). These are the "chat messages" that Synapse makes
available.
PDU (Persistent Data Unit):
A message that relates to a single context, irrespective of the server that
is communicating it. PDUs either encode a single Event, or a single State
change. A PDU is referred to by its PDU ID; the pair of its origin server
and local reference from that server.
PDU ID:
The pair of PDU Origin and PDU Reference, that together globally uniquely
refers to a specific PDU.
PDU Origin:
The name of the origin server that generated a given PDU. This may not be the
server from which it has been received, due to the way they are copied around
from server to server. The origin always records the original server that
created it.
PDU Reference:
A local ID used to refer to a specific PDU from a given origin server. These
references are opaque at the protocol level, but may optionally have some
structured meaning within a given origin server or implementation.
Presence:
The concept of whether a user is currently online, how available they declare
they are, and so on. See also: doc/model/presence
Profile:
A set of metadata about a user, such as a display name, provided for the
benefit of other users. See also: doc/model/profiles
Room ID:
An opaque string (of as-yet undecided format) that identifies a particular
room and used in PDUs referring to it.
Room Alias:
A human-readable string of the form #name:some.domain that users can use as a
pointer to identify a room; a Directory Server will map this to its Room ID
State:
A set of metadata maintained about a Context, which is replicated among the
servers in addition to the history of Events.
User ID:
A string of the form @localpart:domain.name that identifies a user for
wire-protocol purposes. The localpart is meaningless outside of a particular
home server. This takes a human-readable form that end-users can use directly
if they so wish, avoiding the 3PIDs.
Transaction:
A message which relates to the communication between a given pair of servers.
A transaction contains possibly-empty lists of PDUs and EDUs.
.. TODO
This glossary contradicts the terms used above - especially on State Events v. "State"
and Non-State Events v. "Events". We need better consistent names.