You cannot select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
matrix-spec/content/proposals.md

482 lines
29 KiB
Markdown

---
title: "Spec Change Proposals"
weight: 60
type: docs
---
If you are interested in submitting a change to the Matrix
Specification, please take note of the following guidelines.
Most changes to the Specification require a formal proposal. Bug fixes,
typos, and clarifications to existing behaviour do not need proposals -
see the [contributing
guide](https://github.com/matrix-org/matrix-doc/blob/master/CONTRIBUTING.rst)
for more information on what does and does not need a proposal.
The proposal process involves some technical writing, having it reviewed
by everyone, having the proposal being accepted, then actually having
your ideas implemented as committed changes to the [Specification
repository](https://github.com/matrix-org/matrix-doc).
Meet the [members of the Core Team](https://matrix.org/foundation), a
group of individuals tasked with ensuring the spec process is as smooth
and painless as possible. Members of the Spec Core Team will do their
best to participate in discussion, summarise when things become
long-winded, and generally try to act towards the benefit of everyone.
As a majority, team members have the ability to change the state of a
proposal, and individually have the final say in proposal discussion.
## Guiding Principles
Proposals **must** act to the greater benefit of the entire Matrix
ecosystem, rather than benefiting or privileging any single player or
subset of players -and must not contain any patent encumbered
intellectual property. Members of the Core Team pledge to act as a
neutral custodian for Matrix on behalf of the whole ecosystem.
For clarity: the Matrix ecosystem is anyone who uses the Matrix
protocol. That includes client users, server admins, client developers,
bot developers, bridge and application service developers, users and
admins who are indirectly using Matrix via 3rd party networks which
happen to be bridged, server developers, room moderators and admins,
companies/projects building products or services on Matrix, spec
contributors, translators, and those who created it in the first place.
"Greater benefit" could include maximising:
- the number of end-users reachable on the open Matrix network
- the number of regular users on the Matrix network (e.g. 30-day
retained federated users)
- the number of online servers in the open federation
- the number of developers building on Matrix
- the number of independent implementations which use Matrix
- the number of bridged end-users reachable on the open Matrix network
- the signal-to-noise ratio of the content on the open Matrix network
(i.e. minimising spam)
- the ability for users to discover content on their terms (empowering
them to select what to see and what not to see)
- the quality and utility of the Matrix spec (as defined by ease and
ability with which a developer can implement spec-compliant clients,
servers, bots, bridges, and other integrations without needing to
refer to any other external material)
In addition, proposal authors are expected to uphold the following
values in their proposed changes to the Matrix protocol:
- Supporting the whole long-term ecosystem rather than individual
stakeholder gain
- Openness rather than proprietary lock-in
- Interoperability rather than fragmentation
- Cross-platform rather than platform-specific
- Collaboration rather than competition
- Accessibility rather than elitism
- Transparency rather than stealth
- Empathy rather than contrariness
- Pragmatism rather than perfection
- Proof rather than conjecture
Please [see
MSC1779](https://github.com/matrix-org/matrix-doc/blob/master/proposals/1779-open-governance.md)
for full details of the project's Guiding Principles.
## Technical notes
Proposals **must** develop Matrix as a layered protocol: with new
features building on layers of shared abstractions rather than
introducing tight vertical coupling within the stack. This ensures that
new features can evolve rapidly by building on existing layers and
swapping out old features without impacting the rest of the stack or
requiring substantial upgrades to the whole ecosystem. This is critical
for Matrix to rapidly evolve and compete effectively with centralised
systems, despite being a federated protocol.
For instance, new features should be implemented using the highest layer
abstractions possible (e.g. new event types, which layer on top of the
existing room semantics, and so don't even require any API changes).
Failing that, the next recourse would be backwards-compatible changes to
the next layer down (e.g. room APIs); failing that, considering changes
to the format of events or the DAG; etc. It would be a very unusual
feature which doesn't build on the existing infrastructure provided by
the spec and instead created new primitives or low level APIs.
Backwards compatibility is very important for Matrix, but not at the
expense of hindering the protocol's evolution. Backwards incompatible
changes to endpoints are allowed when no other alternative exists, and
must be versioned under a new major release of the API. Backwards
incompatible changes to the room algorithm are also allowed when no
other alternative exists, and must be versioned under a new version of
the room algorithm.
There is sometimes a dilemma over where to include higher level
features: for instance, should video conferencing be formalised in the
spec, or should it be implemented via widgets? Should reputation systems
be specified? Should search engine behaviour be specified?
There is no universal answer to this, but the following guidelines
should be applied:
1. If the feature would benefit the whole Matrix ecosystem and is
aligned with the guiding principles above, then it should be
supported by the spec.
2. If the spec already makes the feature possible without changing any
of the implementations and spec, then it may not need to be added to
the spec.
3. However, if the best user experience for a feature does require
custom implementation behaviour then the behaviour should be defined
in the spec such that all implementations may implement it.
4. However, the spec must never add dependencies on
unspecified/nonstandardised 3rd party behaviour.
As a worked example:
1. Video conferencing is clearly a feature which would benefit the
whole ecosystem, and so the spec should find a way to make it
happen.
2. Video conferencing can be achieved by widgets without requiring any
compulsory changes to clients nor servers to work, and so could be
omitted from the spec.
3. A better experience could be achieved by embedding Jitsi natively
into clients rather than using a widget...
4. ...except that would add a dependency on unspecified/nonstandardised
3rd party behaviour, so must not be added to the spec.
Therefore, our two options in the specific case of video conferencing
are either to spec SFU conferencing semantics for WebRTC (or refer to an
existing spec for doing so), or to keep it as a widget-based approach
(optionally with widget extensions specific for more deeply integrating
video conferencing use cases).
As an alternative example: it's very unlikely that "how to visualise
Magnetic Resonance Imaging data over Matrix" would ever be added to the
Matrix spec (other than perhaps a custom event type in a wider
standardised Matrix event registry) given that the spec's existing
primitives of file transfer and extensible events (MSC1767) give
excellent tools for transferring and visualising arbitrary rich data.
Supporting public search engines are likely to not require custom spec
features (other than possibly better bulk access APIs), given they can
be implemented as clients using the existing CS API. An exception could
be API features required by decentralised search infrastructure
(avoiding centralisation of power by a centralised search engine).
Features such as reactions, threaded messages, editable messages,
spam/abuse/content filtering (and reputation systems), are all features
which would clearly benefit the whole Matrix ecosystem, and cannot be
implemented in an interoperable way using the current spec; so they
necessitate a spec change.
## Process
The process for submitting a Matrix Spec Change (MSC) Proposal in detail
is as follows:
- Create a first draft of your proposal using [GitHub-flavored
Markdown](https://help.github.com/articles/basic-writing-and-formatting-syntax/)
- In the document, clearly state the problem being solved, and the
possible solutions being proposed for solving it and their
respective trade-offs.
- Proposal documents are intended to be as lightweight and
flexible as the author desires; there is no formal template; the
intention is to iterate as quickly as possible to get to a good
design.
- However, a [template with suggested
headers](https://github.com/matrix-org/matrix-doc/blob/master/proposals/0000-proposal-template.md)
is available to get you started if necessary.
- Take care in creating your proposal. Specify your intended
changes, and give reasoning to back them up. Changes without
justification will likely be poorly received by the community.
- Fork and make a PR to the
[matrix-doc](https://github.com/matrix-org/matrix-doc) repository.
The ID of your PR will become the MSC ID for the lifetime of your
proposal.
- The proposal must live in the `proposals/` directory with a
filename that follows the format `1234-my-new-proposal.md` where
`1234` is the MSC ID.
- Your PR description must include a link to the rendered Markdown
document and a summary of the proposal.
- It is often very helpful to link any related MSCs or [matrix-doc
issues](https://github.com/matrix-org/matrix-doc/issues) to give
context for the proposal.
- Additionally, please be sure to sign off your proposal PR as per
the guidelines listed on
[CONTRIBUTING.rst](https://github.com/matrix-org/matrix-doc/blob/master/CONTRIBUTING.rst).
- Gather feedback as widely as possible.
- The aim is to get maximum consensus towards an optimal solution.
Sometimes trade-offs are required to meet this goal. Decisions
should be made to the benefit of all major use cases.
- A good place to ask for feedback on a specific proposal is
[\#matrix-spec:matrix.org](https://matrix.to/#/#matrix-spec:matrix.org).
If preferred, an alternative room can be created and advertised
in \#matrix-spec:matrix.org. Please also link to the room in
your PR description.
- For additional discussion areas, know that
\#matrix-dev:matrix.org is for developers using existing Matrix
APIs, \#matrix:matrix.org is for users trying to run Matrix apps
(clients & servers) and \#matrix-architecture:matrix.org is for
cross-cutting discussion of Matrix's architectural design.
- The point of the spec proposal process is to be collaborative
rather than competitive, and to try to solve the problem in
question with the optimal set of trade-offs. The author should
neutrally gather the various viewpoints and get consensus, but
this can sometimes be time-consuming (or the author may be
biased), in which case an impartial 'shepherd' can be assigned
to help guide the proposal through this process instead. A
shepherd is typically a neutral party from the Spec Core Team or
an experienced member of the community. There is no formal
process for assignment. Simply ask for a shepherd to help get
your proposal through and one will be assigned based on
availability. Having a shepherd is not a requirement for
proposal acceptance.
- Members of the Spec Core Team and community will review and discuss
the PR in the comments and in relevant rooms on Matrix. Discussion
outside of GitHub should be summarised in a comment on the PR.
- When a member of the Spec Core Team believes that no new discussion
points are being made, and the proposal has suitable evidence of
working (see [implementing a proposal](#implementing-a-proposal)
below), they will propose a motion for a final comment period (FCP),
along with a *disposition* of either merge, close or postpone. This
FCP is provided to allow a short period of time for any invested
party to provide a final objection before a major decision is made.
If sufficient reasoning is given, an FCP can be cancelled. It is
often preceded by a comment summarising the current state of the
discussion, along with reasoning for its occurrence.
- A concern can be raised by a Spec Core Team member at any time,
which will block an FCP from beginning. An FCP will only begin when
75% of the members of the Spec Core Team agree on its outcome, and
all existing concerns have been resolved.
- The FCP will then begin and last for 5 days, giving anyone else some
time to speak up before it concludes. On its conclusion, the
disposition of the FCP will be carried out. If sufficient reasoning
against the disposition is raised, the FCP can be cancelled and the
MSC will continue to evolve accordingly.
- Once the proposal has been accepted and merged, it is time to submit
the actual change to the Specification that your proposal reasoned
about. This is known as a spec PR. However in order for the spec PR
to be accepted, an implementation **must** be shown to prove that it
works well in practice. A link to the implementation should be
included in the PR description. In addition, any significant
unforeseen changes to the original idea found during this process
will warrant another MSC. Any minor, non-fundamental changes are
allowed but **must** be documented in the original proposal
document. This ensures that someone reading a proposal in the future
doesn't assume old information wasn't merged into the spec.
- Similar to the proposal PR, please sign off the spec PR as per
the guidelines on
[CONTRIBUTING.rst](https://github.com/matrix-org/matrix-doc/blob/master/CONTRIBUTING.rst).
- Your PR will then be reviewed and hopefully merged on the grounds it
is implemented sufficiently. If so, then give yourself a pat on the
back knowing you've contributed to the Matrix protocol for the
benefit of users and developers alike :)
The process for handling proposals is shown visually in the following
diagram. Note that the lifetime of a proposal is tracked through the
corresponding labels for each stage on the
[matrix-doc](https://github.com/matrix-org/matrix-doc) issue and pull
request trackers.
```
+ +
Proposals | Spec PRs | Additional States
+-------+ | +------+ | +---------------+
| |
+----------------------+ | +---------+ | +-----------+
| | | | | | | |
| Proposal | | +------= Spec PR | | | Postponed |
| Drafting and Initial | | | | Missing | | | |
| Feedback Gathering | | | | | | +-----------+
| | | | +----+----+ |
+----------+-----------+ | | | | +----------+
| | | v | | |
v | | +-----------------+ | | Closed |
+-------------------+ | | | | | | |
| | | | | Spec PR Created | | +----------+
| Proposal PR | | | | and In Review | |
| In Review | | | | | |
| | | | +--------+--------+ |
+---------+---------+ | | | |
| | | v |
v | | +-----------+ |
+----------------------+ | | | | |
| | | | | Spec PR | |
| Proposed Final | | | | Merged! | |
| Comment Period | | | | | |
| | | | +-----------+ |
+----------+-----------+ | | |
| | | |
v | | |
+----------------------+ | | |
| | | | |
| Final Comment Period | | | |
| | | | |
+----------+-----------+ | | |
| | | |
v | | |
+----------------------+ | | |
| | | | |
| Final Comment Period | | | |
| Complete | | | |
| | | | |
+----------+-----------+ | | |
| | | |
+-----------------+ |
| |
+ +
```
## Lifetime States
**Note:** All labels are to be placed on the proposal PR.
| Name | GitHub Label | Description |
|---------------------------------|---------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Proposal Drafting and Feedback | [No label](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+-label%3Aabandoned+-label%3Afinal-comment-period+-label%3Afinished-final-comment-period+-label%3Amerged+-label%3Aobsolete+-label%3Aproposal-postponed+-label%3Aproposed-final-comment-period+-label%3Aproposal-in-review+-label%3Aspec-pr-in-review+-label%3Aspec-pr-missing) | A proposal document which is still work-in-progress but is being shared to incorporate feedback. Please prefix your proposal's title with `[WIP]` to make it easier for reviewers to skim their notifications list. |
| Proposal In Review | [proposal-in-review](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+label%3Aproposal-in-review) | A proposal document which is now ready and waiting for review by the Spec Core Team and community |
| Proposed Final Comment Period | [proposed-final-comment-period](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+label%3Aproposed-final-comment-period+) | Currently awaiting signoff of a 75% majority of team members in order to enter the final comment period |
| Final Comment Period | [final-comment-period](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+label%3Afinal-comment-period+) | A proposal document which has reached final comment period either for merge, closure or postponement |
| Final Comment Period Complete | [finished-final-comment-period](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+label%3Afinished-final-comment-period+) | The final comment period has been completed. Waiting for a demonstration implementation |
| Spec PR Missing | [spec-pr-missing](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+label%3Aspec-pr-missing) | The proposal has been agreed, and proven with a demonstration implementation. Waiting for a PR against the Spec |
| Spec PR In Review | [spec-pr-in-review](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+label%3Aspec-pr-in-review+) | The spec PR has been written, and is currently under review |
| Spec PR Merged | [merged](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+label%3Amerged) | A proposal with a sufficient working implementation and whose Spec PR has been merged! |
| Postponed | [proposal-postponed](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+label%3Aproposal-postponed+) | A proposal that is temporarily blocked or a feature that may not be useful currently but perhaps sometime in the future |
| Abandoned | [proposal-closed](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+label%3Aabandoned) | A proposal where the author/shepherd is not responsive |
| Obsolete | [obsolete](https://github.com/matrix-org/matrix-doc/issues?q=label%3Aproposal+label%3Aobsolete+) | A proposal which has been made obsolete by another proposal or decision elsewhere. |
## Categories
We use category labels on MSCs to place them into a track of work. The
Spec Core Team decides which of the tracks they are focusing on for the
next while and generally makes an effort to pull MSCs out of that
category when possible.
The current categories are:
| Name | GitHub Label | Description |
|-------------|------------------|---------------------------------------|
| Core | kind:core | Important for the protocol's success. |
| Feature | kind:feature | Nice to have additions to the spec. |
| Maintenance | kind:maintenance | Fixes or clarifies existing spec. |
Some examples of core MSCs would be aggregations, cross-signing, and
groups/communities. These are the sorts of things that if not
implemented could cause the protocol to fail or become second-class.
Features would be areas like enhanced media APIs, new transports, and
bookmarks in comparison. Finally, maintenance MSCs would include
improving error codes, clarifying what is required of an API, and adding
properties to an API which makes it easier to use.
The Spec Core Team assigns a category to each MSC based on the
descriptions above. This can mean that new MSCs get categorized into an
area the team isn't focused on, though that can always change as
priorities evolve. We still encourage that MSCs be opened, even if not
the focus for the time being, as they can still make progress and even
be merged without the Spec Core Team focusing on them specifically.
## Implementing a proposal
As part of the proposal process the spec core team will require evidence
of the MSC working in order for it to move into FCP. This can usually be
a branch/pull request to whichever implementation of choice that proves
the MSC works in practice, though in some cases the MSC itself will be
small enough to be considered proven. Where it's unclear if an MSC will
require an implementation proof, ask in
[\#matrix-spec:matrix.org](https://matrix.to/#/#matrix-spec:matrix.org).
### Early release of an MSC/idea
To help facilitate early releases of software dependent on a spec
release, implementations are required to use the following process to
ensure that the official Matrix namespace is not cluttered with
development or testing data.
Note
Unreleased implementations (including proofs-of-concept demonstrating
that a particular MSC works) do not have to follow this process.
1. Have an idea for a feature.
2. Implement the feature using unstable endpoints, vendor prefixes, and
unstable feature flags as appropriate.
- When using unstable endpoints, they MUST include a vendor
prefix. For example:
`/_matrix/client/unstable/com.example/login`. Vendor prefixes
throughout Matrix always use the Java package naming convention.
The MSC for the feature should identify which preferred vendor
prefix is to be used by early adopters.
- Note that unstable namespaces do not automatically inherit
endpoints from stable namespaces: for example, the fact that
`/_matrix/client/r0/sync` exists does not imply that
`/_matrix/client/unstable/com.example/sync` exists.
- If the client needs to be sure the server supports the feature,
an unstable feature flag that MUST be vendor prefixed is to be
used. This kind of flag shows up in the `unstable_features`
section of `/versions` as, for example, `com.example.new_login`.
The MSC for the feature should identify which preferred feature
flag is to be used by early adopters.
- When using this approach correctly, the implementation can
ship/release the feature at any time, so long as the
implementation is able to accept the technical debt that results
from needing to provide adequate backwards and forwards
compatibility. The implementation MUST support the flag (and
server-side implementation) disappearing and be generally safe
for users. Note that implementations early in the MSC review
process may also be required to provide backwards compatibility
with earlier editions of the proposal.
- If the implementation cannot support the technical debt (or if
it's impossible to provide forwards/backwards compatibility -
e.g. a user authentication change which can't be safely rolled
back), the implementation should not attempt to implement the
feature and should instead wait for a spec release.
- If at any point after early release, the idea changes in a
backwards-incompatible way, the feature flag should also change
so that implementations can adapt as needed.
3. In parallel, or ahead of implementation, open an MSC and solicit
review per above.
4. Before FCP can be called, the Spec Core Team will require evidence
of the MSC working as proposed. A typical example of this is an
implementation of the MSC, though the implementation does not need
to be shipped anywhere and can therefore avoid the
forwards/backwards compatibility concerns mentioned here.
5. The FCP process is completed, and assuming nothing is flagged the
MSC lands.
6. A spec PR is written to incorporate the changes into Matrix.
7. A spec release happens.
8. Implementations switch to using stable prefixes (e.g.: `/r0`) if the
server supports the specification version released. If the server
doesn't advertise the specification version, but does have the
feature flag, unstable prefixes should still be used.
9. A transition period of about 2 months starts immediately after the
spec release, before implementations start to encourage other
implementations to switch to stable endpoints. For example, a server
implementation should start asking client implementations to support
the stable endpoints 2 months after the spec release, if they
haven't already. The same applies in the reverse: if clients cannot
switch to stable prefixes because server implementations haven't
started supporting the new spec release, some noise should be raised
in the general direction of the implementation.
{{% boxes/note %}}
MSCs MUST still describe what the stable endpoints/feature looks like
with a note towards the bottom for what the unstable feature
flag/prefixes are. For example, an MSC would propose `/_matrix/client/r0/new/endpoint`, not `/_matrix/client/unstable/
com.example/new/endpoint`.
{{% /boxes/note %}}
In summary:
- Implementations MUST NOT use stable endpoints before the MSC is in
the spec. This includes NOT using stable endpoints in the period
between completion of FCP and release of the spec. passed.
- Implementations are able to ship features that are exposed to users
by default before an MSC has been merged to the spec, provided they
follow the process above.
- Implementations SHOULD be wary of the technical debt they are
incurring by moving faster than the spec.
- The vendor prefix is chosen by the developer of the feature, using
the Java package naming convention. The foundation's preferred
vendor prefix is `org.matrix`.
- The vendor prefixes, unstable feature flags, and unstable endpoints
should be included in the MSC, though the MSC MUST be written in a
way that proposes new stable endpoints. Typically this is solved by
a small table at the bottom mapping the various values from stable
to unstable.