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Merge branch 'develop' into babolivier/mark_unread

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Brendan Abolivier 2020-06-10 11:42:30 +01:00
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963 changed files with 66272 additions and 30755 deletions
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22
.buildkite/docker-compose.py35.pg95.yaml
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@ -1,22 +0,0 @@
version: '3.1'
services:
postgres:
image: postgres:9.5
environment:
POSTGRES_PASSWORD: postgres
command: -c fsync=off
testenv:
image: python:3.5
depends_on:
- postgres
env_file: .env
environment:
SYNAPSE_POSTGRES_HOST: postgres
SYNAPSE_POSTGRES_USER: postgres
SYNAPSE_POSTGRES_PASSWORD: postgres
working_dir: /src
volumes:
- ..:/src

22
.buildkite/docker-compose.py37.pg11.yaml
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@ -1,22 +0,0 @@
version: '3.1'
services:
postgres:
image: postgres:11
environment:
POSTGRES_PASSWORD: postgres
command: -c fsync=off
testenv:
image: python:3.7
depends_on:
- postgres
env_file: .env
environment:
SYNAPSE_POSTGRES_HOST: postgres
SYNAPSE_POSTGRES_USER: postgres
SYNAPSE_POSTGRES_PASSWORD: postgres
working_dir: /src
volumes:
- ..:/src

22
.buildkite/docker-compose.py37.pg95.yaml
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@ -1,22 +0,0 @@
version: '3.1'
services:
postgres:
image: postgres:9.5
environment:
POSTGRES_PASSWORD: postgres
command: -c fsync=off
testenv:
image: python:3.7
depends_on:
- postgres
env_file: .env
environment:
SYNAPSE_POSTGRES_HOST: postgres
SYNAPSE_POSTGRES_USER: postgres
SYNAPSE_POSTGRES_PASSWORD: postgres
working_dir: /src
volumes:
- ..:/src

48
.buildkite/format_tap.py
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@ -1,48 +0,0 @@
# -*- coding: utf-8 -*-
# Copyright 2019 The Matrix.org Foundation C.I.C.
#
# Licensed under the Apache License, Version 2.0 (the "License");
# you may not use this file except in compliance with the License.
# You may obtain a copy of the License at
#
# http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing, software
# distributed under the License is distributed on an "AS IS" BASIS,
# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
# See the License for the specific language governing permissions and
# limitations under the License.
import sys
from tap.parser import Parser
from tap.line import Result, Unknown, Diagnostic
out = ["### TAP Output for " + sys.argv[2]]
p = Parser()
in_error = False
for line in p.parse_file(sys.argv[1]):
if isinstance(line, Result):
if in_error:
out.append("")
out.append("</pre></code></details>")
out.append("")
out.append("----")
out.append("")
in_error = False
if not line.ok and not line.todo:
in_error = True
out.append("FAILURE Test #%d: ``%s``" % (line.number, line.description))
out.append("")
out.append("<details><summary>Show log</summary><code><pre>")
elif isinstance(line, Diagnostic) and in_error:
out.append(line.text)
if out:
for line in out[:-3]:
print(line)

4
.buildkite/merge_base_branch.sh
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@ -1,6 +1,6 @@
#!/usr/bin/env bash
set -ex
set -e
if [[ "$BUILDKITE_BRANCH" =~ ^(develop|master|dinsic|shhs|release-.*)$ ]]; then
echo "Not merging forward, as this is a release branch"
@ -18,6 +18,8 @@ else
GITBASE=$BUILDKITE_PULL_REQUEST_BASE_BRANCH
fi
echo "--- merge_base_branch $GITBASE"
# Show what we are before
git --no-pager show -s

21
.buildkite/postgres-config.yaml Normal file
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@ -0,0 +1,21 @@
# Configuration file used for testing the 'synapse_port_db' script.
# Tells the script to connect to the postgresql database that will be available in the
# CI's Docker setup at the point where this file is considered.
server_name: "localhost:8800"
signing_key_path: "/src/.buildkite/test.signing.key"
report_stats: false
database:
name: "psycopg2"
args:
user: postgres
host: postgres
password: postgres
database: synapse
# Suppress the key server warning.
trusted_key_servers:
- server_name: "matrix.org"
suppress_key_server_warning: true

36
.buildkite/scripts/create_postgres_db.py Executable file
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@ -0,0 +1,36 @@
#!/usr/bin/env python
# -*- coding: utf-8 -*-
# Copyright 2019 The Matrix.org Foundation C.I.C.
#
# Licensed under the Apache License, Version 2.0 (the "License");
# you may not use this file except in compliance with the License.
# You may obtain a copy of the License at
#
# http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing, software
# distributed under the License is distributed on an "AS IS" BASIS,
# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
# See the License for the specific language governing permissions and
# limitations under the License.
import logging
from synapse.storage.engines import create_engine
logger = logging.getLogger("create_postgres_db")
if __name__ == "__main__":
# Create a PostgresEngine.
db_engine = create_engine({"name": "psycopg2", "args": {}})
# Connect to postgres to create the base database.
# We use "postgres" as a database because it's bound to exist and the "synapse" one
# doesn't exist yet.
db_conn = db_engine.module.connect(
user="postgres", host="postgres", password="postgres", dbname="postgres"
)
db_conn.autocommit = True
cur = db_conn.cursor()
cur.execute("CREATE DATABASE synapse;")
cur.close()
db_conn.close()

13
.buildkite/scripts/test_old_deps.sh Executable file
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@ -0,0 +1,13 @@
#!/bin/bash
# this script is run by buildkite in a plain `xenial` container; it installs the
# minimal requirements for tox and hands over to the py35-old tox environment.
set -ex
apt-get update
apt-get install -y python3.5 python3.5-dev python3-pip libxml2-dev libxslt-dev zlib1g-dev tox
export LANG="C.UTF-8"
exec tox -e py35-old,combine

36
.buildkite/scripts/test_synapse_port_db.sh Executable file
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@ -0,0 +1,36 @@
#!/bin/bash
#
# Test script for 'synapse_port_db', which creates a virtualenv, installs Synapse along
# with additional dependencies needed for the test (such as coverage or the PostgreSQL
# driver), update the schema of the test SQLite database and run background updates on it,
# create an empty test database in PostgreSQL, then run the 'synapse_port_db' script to
# test porting the SQLite database to the PostgreSQL database (with coverage).
set -xe
cd `dirname $0`/../..
echo "--- Install dependencies"
# Install dependencies for this test.
pip install psycopg2 coverage coverage-enable-subprocess
# Install Synapse itself. This won't update any libraries.
pip install -e .
echo "--- Generate the signing key"
# Generate the server's signing key.
python -m synapse.app.homeserver --generate-keys -c .buildkite/sqlite-config.yaml
echo "--- Prepare the databases"
# Make sure the SQLite3 database is using the latest schema and has no pending background update.
scripts-dev/update_database --database-config .buildkite/sqlite-config.yaml
# Create the PostgreSQL database.
./.buildkite/scripts/create_postgres_db.py
echo "+++ Run synapse_port_db"
# Run the script
coverage run scripts/synapse_port_db --sqlite-database .buildkite/test_db.db --postgres-config .buildkite/postgres-config.yaml

18
.buildkite/sqlite-config.yaml Normal file
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@ -0,0 +1,18 @@
# Configuration file used for testing the 'synapse_port_db' script.
# Tells the 'update_database' script to connect to the test SQLite database to upgrade its
# schema and run background updates on it.
server_name: "localhost:8800"
signing_key_path: "/src/.buildkite/test.signing.key"
report_stats: false
database:
name: "sqlite3"
args:
database: ".buildkite/test_db.db"
# Suppress the key server warning.
trusted_key_servers:
- server_name: "matrix.org"
suppress_key_server_warning: true

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.buildkite/test_db.db Normal file
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15
.buildkite/worker-blacklist
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@ -5,8 +5,6 @@ Message history can be paginated
Can re-join room if re-invited
/upgrade creates a new room
The only membership state included in an initial sync is for all the senders in the timeline
Local device key changes get to remote servers
@ -28,3 +26,16 @@ User sees updates to presence from other users in the incremental sync.
Gapped incremental syncs include all state changes
Old members are included in gappy incr LL sync if they start speaking
# new failures as of https://github.com/matrix-org/sytest/pull/732
Device list doesn't change if remote server is down
Remote servers cannot set power levels in rooms without existing powerlevels
Remote servers should reject attempts by non-creators to set the power levels
# https://buildkite.com/matrix-dot-org/synapse/builds/6134#6f67bf47-e234-474d-80e8-c6e1868b15c5
Server correctly handles incoming m.device_list_update
# this fails reliably with a torture level of 100 due to https://github.com/matrix-org/synapse/issues/6536
Outbound federation requests missing prev_events and then asks for /state_ids and resolves the state
Can get rooms/{roomId}/members at a given point

5
.github/ISSUE_TEMPLATE.md vendored Normal file
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@ -0,0 +1,5 @@
**If you are looking for support** please ask in **#synapse:matrix.org**
(using a matrix.org account if necessary). We do not use GitHub issues for
support.
**If you want to report a security issue** please see https://matrix.org/security-disclosure-policy/

18
.github/ISSUE_TEMPLATE/BUG_REPORT.md vendored
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@ -4,11 +4,13 @@ about: Create a report to help us improve
---
**THIS IS NOT A SUPPORT CHANNEL!**
**IF YOU HAVE SUPPORT QUESTIONS ABOUT RUNNING OR CONFIGURING YOUR OWN HOME SERVER**,
please ask in **#synapse:matrix.org** (using a matrix.org account if necessary)
<!--
**IF YOU HAVE SUPPORT QUESTIONS ABOUT RUNNING OR CONFIGURING YOUR OWN HOME SERVER**:
You will likely get better support more quickly if you ask in ** #matrix:matrix.org ** ;)
If you want to report a security issue, please see https://matrix.org/security-disclosure-policy/
This is a bug report template. By following the instructions below and
filling out the sections with your information, you will help the us to get all
@ -50,9 +52,13 @@ If not matrix.org:
<!--
What version of Synapse is running?
You can find the Synapse version by inspecting the server headers (replace matrix.org with
your own homeserver domain):
$ curl -v https://matrix.org/_matrix/client/versions 2>&1 | grep "Server:"
You can find the Synapse version with this command:
$ curl http://localhost:8008/_synapse/admin/v1/server_version
(You may need to replace `localhost:8008` if Synapse is not configured to
listen on that port.)
-->
- **Version**:

11
.github/PULL_REQUEST_TEMPLATE.md vendored
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@ -1,7 +1,12 @@
### Pull Request Checklist
<!-- Please read CONTRIBUTING.rst before submitting your pull request -->
<!-- Please read CONTRIBUTING.md before submitting your pull request -->
* [ ] Pull request is based on the develop branch
* [ ] Pull request includes a [changelog file](https://github.com/matrix-org/synapse/blob/master/CONTRIBUTING.rst#changelog)
* [ ] Pull request includes a [sign off](https://github.com/matrix-org/synapse/blob/master/CONTRIBUTING.rst#sign-off)
* [ ] Pull request includes a [changelog file](https://github.com/matrix-org/synapse/blob/master/CONTRIBUTING.md#changelog). The entry should:
- Be a short description of your change which makes sense to users. "Fixed a bug that prevented receiving messages from other servers." instead of "Moved X method from `EventStore` to `EventWorkerStore`.".
- Use markdown where necessary, mostly for `code blocks`.
- End with either a period (.) or an exclamation mark (!).
- Start with a capital letter.
* [ ] Pull request includes a [sign off](https://github.com/matrix-org/synapse/blob/master/CONTRIBUTING.md#sign-off)
* [ ] Code style is correct (run the [linters](https://github.com/matrix-org/synapse/blob/master/CONTRIBUTING.md#code-style))

2
.gitignore vendored
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@ -7,9 +7,11 @@
*.egg-info
*.lock
*.pyc
*.snap
*.tac
_trial_temp/
_trial_temp*/
/out
# stuff that is likely to exist when you run a server locally
/*.db

42
AUTHORS.rst
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@ -1,34 +1,8 @@
Erik Johnston <erik at matrix.org>
* HS core
* Federation API impl
The following is an incomplete list of people outside the core team who have
contributed to Synapse. It is no longer maintained: more recent contributions
are listed in the `changelog <CHANGES.md>`_.
Mark Haines <mark at matrix.org>
* HS core
* Crypto
* Content repository
* CS v2 API impl
Kegan Dougal <kegan at matrix.org>
* HS core
* CS v1 API impl
* AS API impl
Paul "LeoNerd" Evans <paul at matrix.org>
* HS core
* Presence
* Typing Notifications
* Performance metrics and caching layer
Dave Baker <dave at matrix.org>
* Push notifications
* Auth CS v2 impl
Matthew Hodgson <matthew at matrix.org>
* General doc & housekeeping
* Vertobot/vertobridge matrix<->verto PoC
Emmanuel Rohee <manu at matrix.org>
* Supporting iOS clients (testability and fallback registration)
----
Turned to Dust <dwinslow86 at gmail.com>
* ArchLinux installation instructions
@ -67,11 +41,11 @@ Pierre Jaury <pierre at jaury.eu>
Serban Constantin <serban.constantin at gmail dot com>
* Small bug fix
Jason Robinson <jasonr at matrix.org>
* Minor fixes
Joseph Weston <joseph at weston.cloud>
+ Add admin API for querying HS version
* Add admin API for querying HS version
Benjamin Saunders <ben.e.saunders at gmail dot com>
* Documentation improvements
Werner Sembach <werner.sembach at fau dot de>
* Automatically remove a group/community when it is empty

1510
CHANGES.md
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File diff suppressed because it is too large Load diff

268
CONTRIBUTING.md Normal file
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@ -0,0 +1,268 @@
# Contributing code to Synapse
Everyone is welcome to contribute code to [matrix.org
projects](https://github.com/matrix-org), provided that they are willing to
license their contributions under the same license as the project itself. We
follow a simple 'inbound=outbound' model for contributions: the act of
submitting an 'inbound' contribution means that the contributor agrees to
license the code under the same terms as the project's overall 'outbound'
license - in our case, this is almost always Apache Software License v2 (see
[LICENSE](LICENSE)).
## How to contribute
The preferred and easiest way to contribute changes is to fork the relevant
project on github, and then [create a pull request](
https://help.github.com/articles/using-pull-requests/) to ask us to pull your
changes into our repo.
Some other points to follow:
* Please base your changes on the `develop` branch.
* Please follow the [code style requirements](#code-style).
* Please include a [changelog entry](#changelog) with each PR.
* Please [sign off](#sign-off) your contribution.
* Please keep an eye on the pull request for feedback from the [continuous
integration system](#continuous-integration-and-testing) and try to fix any
errors that come up.
* If you need to [update your PR](#updating-your-pull-request), just add new
commits to your branch rather than rebasing.
## Code style
Synapse's code style is documented [here](docs/code_style.md). Please follow
it, including the conventions for the [sample configuration
file](docs/code_style.md#configuration-file-format).
Many of the conventions are enforced by scripts which are run as part of the
[continuous integration system](#continuous-integration-and-testing). To help
check if you have followed the code style, you can run `scripts-dev/lint.sh`
locally. You'll need python 3.6 or later, and to install a number of tools:
```
# Install the dependencies
pip install -U black flake8 flake8-comprehensions isort
# Run the linter script
./scripts-dev/lint.sh
```
**Note that the script does not just test/check, but also reformats code, so you
may wish to ensure any new code is committed first**.
By default, this script checks all files and can take some time; if you alter
only certain files, you might wish to specify paths as arguments to reduce the
run-time:
```
./scripts-dev/lint.sh path/to/file1.py path/to/file2.py path/to/folder
```
Before pushing new changes, ensure they don't produce linting errors. Commit any
files that were corrected.
Please ensure your changes match the cosmetic style of the existing project,
and **never** mix cosmetic and functional changes in the same commit, as it
makes it horribly hard to review otherwise.
## Changelog
All changes, even minor ones, need a corresponding changelog / newsfragment
entry. These are managed by [Towncrier](https://github.com/hawkowl/towncrier).
To create a changelog entry, make a new file in the `changelog.d` directory named
in the format of `PRnumber.type`. The type can be one of the following:
* `feature`
* `bugfix`
* `docker` (for updates to the Docker image)
* `doc` (for updates to the documentation)
* `removal` (also used for deprecations)
* `misc` (for internal-only changes)
This file will become part of our [changelog](
https://github.com/matrix-org/synapse/blob/master/CHANGES.md) at the next
release, so the content of the file should be a short description of your
change in the same style as the rest of the changelog. The file can contain Markdown
formatting, and should end with a full stop (.) or an exclamation mark (!) for
consistency.
Adding credits to the changelog is encouraged, we value your
contributions and would like to have you shouted out in the release notes!
For example, a fix in PR #1234 would have its changelog entry in
`changelog.d/1234.bugfix`, and contain content like:
> The security levels of Florbs are now validated when received
> via the `/federation/florb` endpoint. Contributed by Jane Matrix.
If there are multiple pull requests involved in a single bugfix/feature/etc,
then the content for each `changelog.d` file should be the same. Towncrier will
merge the matching files together into a single changelog entry when we come to
release.
### How do I know what to call the changelog file before I create the PR?
Obviously, you don't know if you should call your newsfile
`1234.bugfix` or `5678.bugfix` until you create the PR, which leads to a
chicken-and-egg problem.
There are two options for solving this:
1. Open the PR without a changelog file, see what number you got, and *then*
add the changelog file to your branch (see [Updating your pull
request](#updating-your-pull-request)), or:
1. Look at the [list of all
issues/PRs](https://github.com/matrix-org/synapse/issues?q=), add one to the
highest number you see, and quickly open the PR before somebody else claims
your number.
[This
script](https://github.com/richvdh/scripts/blob/master/next_github_number.sh)
might be helpful if you find yourself doing this a lot.
Sorry, we know it's a bit fiddly, but it's *really* helpful for us when we come
to put together a release!
### Debian changelog
Changes which affect the debian packaging files (in `debian`) are an
exception to the rule that all changes require a `changelog.d` file.
In this case, you will need to add an entry to the debian changelog for the
next release. For this, run the following command:
```
dch
```
This will make up a new version number (if there isn't already an unreleased
version in flight), and open an editor where you can add a new changelog entry.
(Our release process will ensure that the version number and maintainer name is
corrected for the release.)
If your change affects both the debian packaging *and* files outside the debian
directory, you will need both a regular newsfragment *and* an entry in the
debian changelog. (Though typically such changes should be submitted as two
separate pull requests.)
## Sign off
In order to have a concrete record that your contribution is intentional
and you agree to license it under the same terms as the project's license, we've adopted the
same lightweight approach that the Linux Kernel
[submitting patches process](
https://www.kernel.org/doc/html/latest/process/submitting-patches.html#sign-your-work-the-developer-s-certificate-of-origin>),
[Docker](https://github.com/docker/docker/blob/master/CONTRIBUTING.md), and many other
projects use: the DCO (Developer Certificate of Origin:
http://developercertificate.org/). This is a simple declaration that you wrote
the contribution or otherwise have the right to contribute it to Matrix:
```
Developer Certificate of Origin
Version 1.1
Copyright (C) 2004, 2006 The Linux Foundation and its contributors.
660 York Street, Suite 102,
San Francisco, CA 94110 USA
Everyone is permitted to copy and distribute verbatim copies of this
license document, but changing it is not allowed.
Developer's Certificate of Origin 1.1
By making a contribution to this project, I certify that:
(a) The contribution was created in whole or in part by me and I
have the right to submit it under the open source license
indicated in the file; or
(b) The contribution is based upon previous work that, to the best
of my knowledge, is covered under an appropriate open source
license and I have the right under that license to submit that
work with modifications, whether created in whole or in part
by me, under the same open source license (unless I am
permitted to submit under a different license), as indicated
in the file; or
(c) The contribution was provided directly to me by some other
person who certified (a), (b) or (c) and I have not modified
it.
(d) I understand and agree that this project and the contribution
are public and that a record of the contribution (including all
personal information I submit with it, including my sign-off) is
maintained indefinitely and may be redistributed consistent with
this project or the open source license(s) involved.
```
If you agree to this for your contribution, then all that's needed is to
include the line in your commit or pull request comment:
```
Signed-off-by: Your Name <your@email.example.org>
```
We accept contributions under a legally identifiable name, such as
your name on government documentation or common-law names (names
claimed by legitimate usage or repute). Unfortunately, we cannot
accept anonymous contributions at this time.
Git allows you to add this signoff automatically when using the `-s`
flag to `git commit`, which uses the name and email set in your
`user.name` and `user.email` git configs.
## Continuous integration and testing
[Buildkite](https://buildkite.com/matrix-dot-org/synapse) will automatically
run a series of checks and tests against any PR which is opened against the
project; if your change breaks the build, this will be shown in GitHub, with
links to the build results. If your build fails, please try to fix the errors
and update your branch.
To run unit tests in a local development environment, you can use:
- ``tox -e py35`` (requires tox to be installed by ``pip install tox``)
for SQLite-backed Synapse on Python 3.5.
- ``tox -e py36`` for SQLite-backed Synapse on Python 3.6.
- ``tox -e py36-postgres`` for PostgreSQL-backed Synapse on Python 3.6
(requires a running local PostgreSQL with access to create databases).
- ``./test_postgresql.sh`` for PostgreSQL-backed Synapse on Python 3.5
(requires Docker). Entirely self-contained, recommended if you don't want to
set up PostgreSQL yourself.
Docker images are available for running the integration tests (SyTest) locally,
see the [documentation in the SyTest repo](
https://github.com/matrix-org/sytest/blob/develop/docker/README.md) for more
information.
## Updating your pull request
If you decide to make changes to your pull request - perhaps to address issues
raised in a review, or to fix problems highlighted by [continuous
integration](#continuous-integration-and-testing) - just add new commits to your
branch, and push to GitHub. The pull request will automatically be updated.
Please **avoid** rebasing your branch, especially once the PR has been
reviewed: doing so makes it very difficult for a reviewer to see what has
changed since a previous review.
## Notes for maintainers on merging PRs etc
There are some notes for those with commit access to the project on how we
manage git [here](docs/dev/git.md).
## Conclusion
That's it! Matrix is a very open and collaborative project as you might expect
given our obsession with open communication. If we're going to successfully
matrix together all the fragmented communication technologies out there we are
reliant on contributions and collaboration from the community to do so. So
please get involved - and we hope you have as much fun hacking on Matrix as we
do!

198
CONTRIBUTING.rst
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@ -1,198 +0,0 @@
Contributing code to Matrix
===========================
Everyone is welcome to contribute code to Matrix
(https://github.com/matrix-org), provided that they are willing to license
their contributions under the same license as the project itself. We follow a
simple 'inbound=outbound' model for contributions: the act of submitting an
'inbound' contribution means that the contributor agrees to license the code
under the same terms as the project's overall 'outbound' license - in our
case, this is almost always Apache Software License v2 (see LICENSE).
How to contribute
~~~~~~~~~~~~~~~~~
The preferred and easiest way to contribute changes to Matrix is to fork the
relevant project on github, and then create a pull request to ask us to pull
your changes into our repo
(https://help.github.com/articles/using-pull-requests/)
**The single biggest thing you need to know is: please base your changes on
the develop branch - /not/ master.**
We use the master branch to track the most recent release, so that folks who
blindly clone the repo and automatically check out master get something that
works. Develop is the unstable branch where all the development actually
happens: the workflow is that contributors should fork the develop branch to
make a 'feature' branch for a particular contribution, and then make a pull
request to merge this back into the matrix.org 'official' develop branch. We
use github's pull request workflow to review the contribution, and either ask
you to make any refinements needed or merge it and make them ourselves. The
changes will then land on master when we next do a release.
We use `Buildkite <https://buildkite.com/matrix-dot-org/synapse>`_ for
continuous integration. Buildkite builds need to be authorised by a
maintainer. If your change breaks the build, this will be shown in GitHub, so
please keep an eye on the pull request for feedback.
To run unit tests in a local development environment, you can use:
- ``tox -e py35`` (requires tox to be installed by ``pip install tox``)
for SQLite-backed Synapse on Python 3.5.
- ``tox -e py36`` for SQLite-backed Synapse on Python 3.6.
- ``tox -e py36-postgres`` for PostgreSQL-backed Synapse on Python 3.6
(requires a running local PostgreSQL with access to create databases).
- ``./test_postgresql.sh`` for PostgreSQL-backed Synapse on Python 3.5
(requires Docker). Entirely self-contained, recommended if you don't want to
set up PostgreSQL yourself.
Docker images are available for running the integration tests (SyTest) locally,
see the `documentation in the SyTest repo
<https://github.com/matrix-org/sytest/blob/develop/docker/README.md>`_ for more
information.
Code style
~~~~~~~~~~
All Matrix projects have a well-defined code-style - and sometimes we've even
got as far as documenting it... For instance, synapse's code style doc lives
at https://github.com/matrix-org/synapse/tree/master/docs/code_style.md.
Please ensure your changes match the cosmetic style of the existing project,
and **never** mix cosmetic and functional changes in the same commit, as it
makes it horribly hard to review otherwise.
Changelog
~~~~~~~~~
All changes, even minor ones, need a corresponding changelog / newsfragment
entry. These are managed by Towncrier
(https://github.com/hawkowl/towncrier).
To create a changelog entry, make a new file in the ``changelog.d`` file named
in the format of ``PRnumber.type``. The type can be one of the following:
* ``feature``.
* ``bugfix``.
* ``docker`` (for updates to the Docker image).
* ``doc`` (for updates to the documentation).
* ``removal`` (also used for deprecations).
* ``misc`` (for internal-only changes).
The content of the file is your changelog entry, which should be a short
description of your change in the same style as the rest of our `changelog
<https://github.com/matrix-org/synapse/blob/master/CHANGES.md>`_. The file can
contain Markdown formatting, and should end with a full stop ('.') for
consistency.
Adding credits to the changelog is encouraged, we value your
contributions and would like to have you shouted out in the release notes!
For example, a fix in PR #1234 would have its changelog entry in
``changelog.d/1234.bugfix``, and contain content like "The security levels of
Florbs are now validated when recieved over federation. Contributed by Jane
Matrix.".
Debian changelog
----------------
Changes which affect the debian packaging files (in ``debian``) are an
exception.
In this case, you will need to add an entry to the debian changelog for the
next release. For this, run the following command::
dch
This will make up a new version number (if there isn't already an unreleased
version in flight), and open an editor where you can add a new changelog entry.
(Our release process will ensure that the version number and maintainer name is
corrected for the release.)
If your change affects both the debian packaging *and* files outside the debian
directory, you will need both a regular newsfragment *and* an entry in the
debian changelog. (Though typically such changes should be submitted as two
separate pull requests.)
Attribution
~~~~~~~~~~~
Everyone who contributes anything to Matrix is welcome to be listed in the
AUTHORS.rst file for the project in question. Please feel free to include a
change to AUTHORS.rst in your pull request to list yourself and a short
description of the area(s) you've worked on. Also, we sometimes have swag to
give away to contributors - if you feel that Matrix-branded apparel is missing
from your life, please mail us your shipping address to matrix at matrix.org and
we'll try to fix it :)
Sign off
~~~~~~~~
In order to have a concrete record that your contribution is intentional
and you agree to license it under the same terms as the project's license, we've adopted the
same lightweight approach that the Linux Kernel
`submitting patches process <https://www.kernel.org/doc/html/latest/process/submitting-patches.html#sign-your-work-the-developer-s-certificate-of-origin>`_, Docker
(https://github.com/docker/docker/blob/master/CONTRIBUTING.md), and many other
projects use: the DCO (Developer Certificate of Origin:
http://developercertificate.org/). This is a simple declaration that you wrote
the contribution or otherwise have the right to contribute it to Matrix::
Developer Certificate of Origin
Version 1.1
Copyright (C) 2004, 2006 The Linux Foundation and its contributors.
660 York Street, Suite 102,
San Francisco, CA 94110 USA
Everyone is permitted to copy and distribute verbatim copies of this
license document, but changing it is not allowed.
Developer's Certificate of Origin 1.1
By making a contribution to this project, I certify that:
(a) The contribution was created in whole or in part by me and I
have the right to submit it under the open source license
indicated in the file; or
(b) The contribution is based upon previous work that, to the best
of my knowledge, is covered under an appropriate open source
license and I have the right under that license to submit that
work with modifications, whether created in whole or in part
by me, under the same open source license (unless I am
permitted to submit under a different license), as indicated
in the file; or
(c) The contribution was provided directly to me by some other
person who certified (a), (b) or (c) and I have not modified
it.
(d) I understand and agree that this project and the contribution
are public and that a record of the contribution (including all
personal information I submit with it, including my sign-off) is
maintained indefinitely and may be redistributed consistent with
this project or the open source license(s) involved.
If you agree to this for your contribution, then all that's needed is to
include the line in your commit or pull request comment::
Signed-off-by: Your Name <your@email.example.org>
We accept contributions under a legally identifiable name, such as
your name on government documentation or common-law names (names
claimed by legitimate usage or repute). Unfortunately, we cannot
accept anonymous contributions at this time.
Git allows you to add this signoff automatically when using the ``-s``
flag to ``git commit``, which uses the name and email set in your
``user.name`` and ``user.email`` git configs.
Conclusion
~~~~~~~~~~
That's it! Matrix is a very open and collaborative project as you might expect
given our obsession with open communication. If we're going to successfully
matrix together all the fragmented communication technologies out there we are
reliant on contributions and collaboration from the community to do so. So
please get involved - and we hope you have as much fun hacking on Matrix as we
do!

226
INSTALL.md
View file

@ -2,7 +2,6 @@
- [Installing Synapse](#installing-synapse)
- [Installing from source](#installing-from-source)
- [Platform-Specific Instructions](#platform-specific-instructions)
- [Troubleshooting Installation](#troubleshooting-installation)
- [Prebuilt packages](#prebuilt-packages)
- [Setting up Synapse](#setting-up-synapse)
- [TLS certificates](#tls-certificates)
@ -10,6 +9,7 @@
- [Registering a user](#registering-a-user)
- [Setting up a TURN server](#setting-up-a-turn-server)
- [URL previews](#url-previews)
- [Troubleshooting Installation](#troubleshooting-installation)
# Choosing your server name
@ -36,7 +36,7 @@ that your email address is probably `user@example.com` rather than
System requirements:
- POSIX-compliant system (tested on Linux & OS X)
- Python 3.5, 3.6, or 3.7
- Python 3.5.2 or later, up to Python 3.8.
- At least 1GB of free RAM if you want to join large public rooms like #matrix:matrix.org
Synapse is written in Python but some of the libraries it uses are written in
@ -70,7 +70,7 @@ pip install -U matrix-synapse
```
Before you can start Synapse, you will need to generate a configuration
file. To do this, run (in your virtualenv, as before)::
file. To do this, run (in your virtualenv, as before):
```
cd ~/synapse
@ -84,22 +84,24 @@ python -m synapse.app.homeserver \
... substituting an appropriate value for `--server-name`.
This command will generate you a config file that you can then customise, but it will
also generate a set of keys for you. These keys will allow your Home Server to
identify itself to other Home Servers, so don't lose or delete them. It would be
also generate a set of keys for you. These keys will allow your homeserver to
identify itself to other homeserver, so don't lose or delete them. It would be
wise to back them up somewhere safe. (If, for whatever reason, you do need to
change your Home Server's keys, you may find that other Home Servers have the
change your homeserver's keys, you may find that other homeserver have the
old key cached. If you update the signing key, you should change the name of the
key in the `<server name>.signing.key` file (the second word) to something
different. See the
[spec](https://matrix.org/docs/spec/server_server/latest.html#retrieving-server-keys)
for more information on key management.)
for more information on key management).
To actually run your new homeserver, pick a working directory for Synapse to
run (e.g. `~/synapse`), and::
run (e.g. `~/synapse`), and:
```
cd ~/synapse
source env/bin/activate
synctl start
```
### Platform-Specific Instructions
@ -109,8 +111,8 @@ Installing prerequisites on Ubuntu or Debian:
```
sudo apt-get install build-essential python3-dev libffi-dev \
python-pip python-setuptools sqlite3 \
libssl-dev python-virtualenv libjpeg-dev libxslt1-dev
python3-pip python3-setuptools sqlite3 \
libssl-dev virtualenv libjpeg-dev libxslt1-dev
```
#### ArchLinux
@ -124,18 +126,32 @@ sudo pacman -S base-devel python python-pip \
#### CentOS/Fedora
Installing prerequisites on CentOS 7 or Fedora 25:
Installing prerequisites on CentOS 8 or Fedora>26:
```
sudo dnf install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
libwebp-devel tk-devel redhat-rpm-config \
python3-virtualenv libffi-devel openssl-devel
sudo dnf groupinstall "Development Tools"
```
Installing prerequisites on CentOS 7 or Fedora<=25:
```
sudo yum install libtiff-devel libjpeg-devel libzip-devel freetype-devel \
lcms2-devel libwebp-devel tcl-devel tk-devel redhat-rpm-config \
python-virtualenv libffi-devel openssl-devel
python3-virtualenv libffi-devel openssl-devel
sudo yum groupinstall "Development Tools"
```
#### Mac OS X
Note that Synapse does not support versions of SQLite before 3.11, and CentOS 7
uses SQLite 3.7. You may be able to work around this by installing a more
recent SQLite version, but it is recommended that you instead use a Postgres
database: see [docs/postgres.md](docs/postgres.md).
Installing prerequisites on Mac OS X:
#### macOS
Installing prerequisites on macOS:
```
xcode-select --install
@ -144,6 +160,14 @@ sudo pip install virtualenv
brew install pkg-config libffi
```
On macOS Catalina (10.15) you may need to explicitly install OpenSSL
via brew and inform `pip` about it so that `psycopg2` builds:
```
brew install openssl@1.1
export LDFLAGS=-L/usr/local/Cellar/openssl\@1.1/1.1.1d/lib/
```
#### OpenSUSE
Installing prerequisites on openSUSE:
@ -156,35 +180,41 @@ sudo zypper in python-pip python-setuptools sqlite3 python-virtualenv \
#### OpenBSD
Installing prerequisites on OpenBSD:
A port of Synapse is available under `net/synapse`. The filesystem
underlying the homeserver directory (defaults to `/var/synapse`) has to be
mounted with `wxallowed` (cf. `mount(8)`), so creating a separate filesystem
and mounting it to `/var/synapse` should be taken into consideration.
To be able to build Synapse's dependency on python the `WRKOBJDIR`
(cf. `bsd.port.mk(5)`) for building python, too, needs to be on a filesystem
mounted with `wxallowed` (cf. `mount(8)`).
Creating a `WRKOBJDIR` for building python under `/usr/local` (which on a
default OpenBSD installation is mounted with `wxallowed`):
```
doas pkg_add python libffi py-pip py-setuptools sqlite3 py-virtualenv \
libxslt jpeg
doas mkdir /usr/local/pobj_wxallowed
```
There is currently no port for OpenBSD. Additionally, OpenBSD's security
settings require a slightly more difficult installation process.
Assuming `PORTS_PRIVSEP=Yes` (cf. `bsd.port.mk(5)`) and `SUDO=doas` are
configured in `/etc/mk.conf`:
XXX: I suspect this is out of date.
```
doas chown _pbuild:_pbuild /usr/local/pobj_wxallowed
```
1. Create a new directory in `/usr/local` called `_synapse`. Also, create a
new user called `_synapse` and set that directory as the new user's home.
This is required because, by default, OpenBSD only allows binaries which need
write and execute permissions on the same memory space to be run from
`/usr/local`.
2. `su` to the new `_synapse` user and change to their home directory.
3. Create a new virtualenv: `virtualenv -p python2.7 ~/.synapse`
4. Source the virtualenv configuration located at
`/usr/local/_synapse/.synapse/bin/activate`. This is done in `ksh` by
using the `.` command, rather than `bash`'s `source`.
5. Optionally, use `pip` to install `lxml`, which Synapse needs to parse
webpages for their titles.
6. Use `pip` to install this repository: `pip install matrix-synapse`
7. Optionally, change `_synapse`'s shell to `/bin/false` to reduce the
chance of a compromised Synapse server being used to take over your box.
Setting the `WRKOBJDIR` for building python:
After this, you may proceed with the rest of the install directions.
```
echo WRKOBJDIR_lang/python/3.7=/usr/local/pobj_wxallowed \\nWRKOBJDIR_lang/python/2.7=/usr/local/pobj_wxallowed >> /etc/mk.conf
```
Building Synapse:
```
cd /usr/ports/net/synapse
make install
```
#### Windows
@ -195,45 +225,6 @@ be found at https://docs.microsoft.com/en-us/windows/wsl/install-win10 for
Windows 10 and https://docs.microsoft.com/en-us/windows/wsl/install-on-server
for Windows Server.
### Troubleshooting Installation
XXX a bunch of this is no longer relevant.
Synapse requires pip 8 or later, so if your OS provides too old a version you
may need to manually upgrade it::
sudo pip install --upgrade pip
Installing may fail with `Could not find any downloads that satisfy the requirement pymacaroons-pynacl (from matrix-synapse==0.12.0)`.
You can fix this by manually upgrading pip and virtualenv::
sudo pip install --upgrade virtualenv
You can next rerun `virtualenv -p python3 synapse` to update the virtual env.
Installing may fail during installing virtualenv with `InsecurePlatformWarning: A true SSLContext object is not available. This prevents urllib3 from configuring SSL appropriately and may cause certain SSL connections to fail. For more information, see https://urllib3.readthedocs.org/en/latest/security.html#insecureplatformwarning.`
You can fix this by manually installing ndg-httpsclient::
pip install --upgrade ndg-httpsclient
Installing may fail with `mock requires setuptools>=17.1. Aborting installation`.
You can fix this by upgrading setuptools::
pip install --upgrade setuptools
If pip crashes mid-installation for reason (e.g. lost terminal), pip may
refuse to run until you remove the temporary installation directory it
created. To reset the installation::
rm -rf /tmp/pip_install_matrix
pip seems to leak *lots* of memory during installation. For instance, a Linux
host with 512MB of RAM may run out of memory whilst installing Twisted. If this
happens, you will have to individually install the dependencies which are
failing, e.g.::
pip install twisted
## Prebuilt packages
As an alternative to installing from source, prebuilt packages are available
@ -349,13 +340,34 @@ sudo pip uninstall py-bcrypt
sudo pip install py-bcrypt
```
### Void Linux
Synapse can be found in the void repositories as 'synapse':
```
xbps-install -Su
xbps-install -S synapse
```
### FreeBSD
Synapse can be installed via FreeBSD Ports or Packages contributed by Brendan Molloy from:
- Ports: `cd /usr/ports/net-im/py-matrix-synapse && make install clean`
- Packages: `pkg install py27-matrix-synapse`
- Packages: `pkg install py37-matrix-synapse`
### OpenBSD
As of OpenBSD 6.7 Synapse is available as a pre-compiled binary. The filesystem
underlying the homeserver directory (defaults to `/var/synapse`) has to be
mounted with `wxallowed` (cf. `mount(8)`), so creating a separate filesystem
and mounting it to `/var/synapse` should be taken into consideration.
Installing Synapse:
```
doas pkg_add synapse
```
### NixOS
@ -368,15 +380,17 @@ Once you have installed synapse as above, you will need to configure it.
## TLS certificates
The default configuration exposes a single HTTP port: http://localhost:8008. It
is suitable for local testing, but for any practical use, you will either need
to enable a reverse proxy, or configure Synapse to expose an HTTPS port.
The default configuration exposes a single HTTP port on the local
interface: `http://localhost:8008`. It is suitable for local testing,
but for any practical use, you will need Synapse's APIs to be served
over HTTPS.
For information on using a reverse proxy, see
The recommended way to do so is to set up a reverse proxy on port
`8448`. You can find documentation on doing so in
[docs/reverse_proxy.md](docs/reverse_proxy.md).
To configure Synapse to expose an HTTPS port, you will need to edit
`homeserver.yaml`, as follows:
Alternatively, you can configure Synapse to expose an HTTPS port. To do
so, you will need to edit `homeserver.yaml`, as follows:
* First, under the `listeners` section, uncomment the configuration for the
TLS-enabled listener. (Remove the hash sign (`#`) at the start of
@ -389,33 +403,39 @@ To configure Synapse to expose an HTTPS port, you will need to edit
resources:
- names: [client, federation]
```
* You will also need to uncomment the `tls_certificate_path` and
`tls_private_key_path` lines under the `TLS` section. You can either
point these settings at an existing certificate and key, or you can
enable Synapse's built-in ACME (Let's Encrypt) support. Instructions
for having Synapse automatically provision and renew federation
certificates through ACME can be found at [ACME.md](docs/ACME.md). If you
are using your own certificate, be sure to use a `.pem` file that includes
the full certificate chain including any intermediate certificates (for
instance, if using certbot, use `fullchain.pem` as your certificate, not
certificates through ACME can be found at [ACME.md](docs/ACME.md).
Note that, as pointed out in that document, this feature will not
work with installs set up after November 2019.
If you are using your own certificate, be sure to use a `.pem` file that
includes the full certificate chain including any intermediate certificates
(for instance, if using certbot, use `fullchain.pem` as your certificate, not
`cert.pem`).
For a more detailed guide to configuring your server for federation, see
[federate.md](docs/federate.md)
[federate.md](docs/federate.md).
## Email
It is desirable for Synapse to have the capability to send email. For example,
this is required to support the 'password reset' feature.
It is desirable for Synapse to have the capability to send email. This allows
Synapse to send password reset emails, send verifications when an email address
is added to a user's account, and send email notifications to users when they
receive new messages.
To configure an SMTP server for Synapse, modify the configuration section
headed ``email``, and be sure to have at least the ``smtp_host``, ``smtp_port``
and ``notif_from`` fields filled out. You may also need to set ``smtp_user``,
``smtp_pass``, and ``require_transport_security``.
headed `email`, and be sure to have at least the `smtp_host`, `smtp_port`
and `notif_from` fields filled out. You may also need to set `smtp_user`,
`smtp_pass`, and `require_transport_security`.
If Synapse is not configured with an SMTP server, password reset via email will
be disabled by default.
If email is not configured, password reset, registration and notifications via
email will be disabled.
## Registering a user
@ -458,7 +478,21 @@ This is critical from a security perspective to stop arbitrary Matrix users
spidering 'internal' URLs on your network. At the very least we recommend that
your loopback and RFC1918 IP addresses are blacklisted.
This also requires the optional lxml and netaddr python dependencies to be
installed. This in turn requires the libxml2 library to be available - on
This also requires the optional `lxml` and `netaddr` python dependencies to be
installed. This in turn requires the `libxml2` library to be available - on
Debian/Ubuntu this means `apt-get install libxml2-dev`, or equivalent for
your OS.
# Troubleshooting Installation
`pip` seems to leak *lots* of memory during installation. For instance, a Linux
host with 512MB of RAM may run out of memory whilst installing Twisted. If this
happens, you will have to individually install the dependencies which are
failing, e.g.:
```
pip install twisted
```
If you have any other problems, feel free to ask in
[#synapse:matrix.org](https://matrix.to/#/#synapse:matrix.org).

26
MANIFEST.in
View file

@ -8,11 +8,12 @@ include demo/demo.tls.dh
include demo/*.py
include demo/*.sh
recursive-include synapse/storage/schema *.sql
recursive-include synapse/storage/schema *.sql.postgres
recursive-include synapse/storage/schema *.sql.sqlite
recursive-include synapse/storage/schema *.py
recursive-include synapse/storage/schema *.txt
recursive-include synapse/storage *.sql
recursive-include synapse/storage *.sql.postgres
recursive-include synapse/storage *.sql.sqlite
recursive-include synapse/storage *.py
recursive-include synapse/storage *.txt
recursive-include synapse/storage *.md
recursive-include docs *
recursive-include scripts *
@ -29,25 +30,24 @@ recursive-include synapse/static *.gif
recursive-include synapse/static *.html
recursive-include synapse/static *.js
exclude Dockerfile
exclude .codecov.yml
exclude .coveragerc
exclude .dockerignore
exclude test_postgresql.sh
exclude .editorconfig
exclude Dockerfile
exclude mypy.ini
exclude sytest-blacklist
exclude test_postgresql.sh
include pyproject.toml
recursive-include changelog.d *
prune .buildkite
prune .circleci
prune .codecov.yml
prune .coveragerc
prune .github
prune contrib
prune debian
prune demo/etc
prune docker
prune mypy.ini
prune snap
prune stubs
exclude jenkins*
recursive-exclude jenkins *.sh

39
README.rst
View file

@ -1,3 +1,11 @@
================
Synapse |shield|
================
.. |shield| image:: https://img.shields.io/matrix/synapse:matrix.org?label=support&logo=matrix
:alt: (get support on #synapse:matrix.org)
:target: https://matrix.to/#/#synapse:matrix.org
.. contents::
Introduction
@ -77,6 +85,17 @@ Thanks for using Matrix!
[1] End-to-end encryption is currently in beta: `blog post <https://matrix.org/blog/2016/11/21/matrixs-olm-end-to-end-encryption-security-assessment-released-and-implemented-cross-platform-on-riot-at-last>`_.
Support
=======
For support installing or managing Synapse, please join |room|_ (from a matrix.org
account if necessary) and ask questions there. We do not use GitHub issues for
support requests, only for bug reports and feature requests.
.. |room| replace:: ``#synapse:matrix.org``
.. _room: https://matrix.to/#/#synapse:matrix.org
Synapse Installation
====================
@ -248,7 +267,7 @@ First calculate the hash of the new password::
Confirm password:
$2a$12$xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Then update the `users` table in the database::
Then update the ``users`` table in the database::
UPDATE users SET password_hash='$2a$12$xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'
WHERE name='@test:test.com';
@ -272,7 +291,7 @@ to install using pip and a virtualenv::
virtualenv -p python3 env
source env/bin/activate
python -m pip install --no-use-pep517 -e .[all]
python -m pip install --no-use-pep517 -e ".[all]"
This will run a process of downloading and installing all the needed
dependencies into a virtual env.
@ -316,6 +335,9 @@ Building internal API documentation::
Troubleshooting
===============
Need help? Join our community support room on Matrix:
`#synapse:matrix.org <https://matrix.to/#/#synapse:matrix.org>`_
Running out of File Handles
---------------------------
@ -381,3 +403,16 @@ indicate that your server is also issuing far more outgoing federation
requests than can be accounted for by your users' activity, this is a
likely cause. The misbehavior can be worked around by setting
``use_presence: false`` in the Synapse config file.
People can't accept room invitations from me
--------------------------------------------
The typical failure mode here is that you send an invitation to someone
to join a room or direct chat, but when they go to accept it, they get an
error (typically along the lines of "Invalid signature"). They might see
something like the following in their logs::
2019-09-11 19:32:04,271 - synapse.federation.transport.server - 288 - WARNING - GET-11752 - authenticate_request failed: 401: Invalid signature for server <server> with key ed25519:a_EqML: Unable to verify signature for <server>
This is normally caused by a misconfiguration in your reverse-proxy. See
`<docs/reverse_proxy.md>`_ and double-check that your settings are correct.

472
UPGRADE.rst
View file

@ -2,103 +2,447 @@ Upgrading Synapse
=================
Before upgrading check if any special steps are required to upgrade from the
what you currently have installed to current version of synapse. The extra
version you currently have installed to the current version of Synapse. The extra
instructions that may be required are listed later in this document.
1. If synapse was installed in a virtualenv then activate that virtualenv before
upgrading. If synapse is installed in a virtualenv in ``~/synapse/env`` then
run:
* If Synapse was installed using `prebuilt packages
<INSTALL.md#prebuilt-packages>`_, you will need to follow the normal process
for upgrading those packages.
* If Synapse was installed from source, then:
1. Activate the virtualenv before upgrading. For example, if Synapse is
installed in a virtualenv in ``~/synapse/env`` then run:
.. code:: bash
source ~/synapse/env/bin/activate
2. If synapse was installed using pip then upgrade to the latest version by
2. If Synapse was installed using pip then upgrade to the latest version by
running:
.. code:: bash
pip install --upgrade matrix-synapse[all]
pip install --upgrade matrix-synapse
# restart synapse
synctl restart
If synapse was installed using git then upgrade to the latest version by
If Synapse was installed using git then upgrade to the latest version by
running:
.. code:: bash
# Pull the latest version of the master branch.
git pull
pip install --upgrade .
# Update synapse and its python dependencies.
pip install --upgrade .[all]
3. Restart Synapse:
.. code:: bash
# restart synapse
./synctl restart
To check whether your update was successful, you can check the Server header
returned by the Client-Server API:
To check whether your update was successful, you can check the running server
version with:
.. code:: bash
# replace <host.name> with the hostname of your synapse homeserver.
# You may need to specify a port (eg, :8448) if your server is not
# configured on port 443.
curl -kv https://<host.name>/_matrix/client/versions 2>&1 | grep "Server:"
# you may need to replace 'localhost:8008' if synapse is not configured
# to listen on port 8008.
curl http://localhost:8008/_synapse/admin/v1/server_version
Rolling back to older versions
------------------------------
Rolling back to previous releases can be difficult, due to database schema
changes between releases. Where we have been able to test the rollback process,
this will be noted below.
In general, you will need to undo any changes made during the upgrade process,
for example:
* pip:
.. code:: bash
source env/bin/activate
# replace `1.3.0` accordingly:
pip install matrix-synapse==1.3.0
* Debian:
.. code:: bash
# replace `1.3.0` and `stretch` accordingly:
wget https://packages.matrix.org/debian/pool/main/m/matrix-synapse-py3/matrix-synapse-py3_1.3.0+stretch1_amd64.deb
dpkg -i matrix-synapse-py3_1.3.0+stretch1_amd64.deb
Upgrading to v1.14.0
====================
This version includes a database update which is run as part of the upgrade,
and which may take a couple of minutes in the case of a large server. Synapse
will not respond to HTTP requests while this update is taking place.
Upgrading to v1.13.0
====================
Incorrect database migration in old synapse versions
----------------------------------------------------
A bug was introduced in Synapse 1.4.0 which could cause the room directory to
be incomplete or empty if Synapse was upgraded directly from v1.2.1 or
earlier, to versions between v1.4.0 and v1.12.x.
This will *not* be a problem for Synapse installations which were:
* created at v1.4.0 or later,
* upgraded via v1.3.x, or
* upgraded straight from v1.2.1 or earlier to v1.13.0 or later.
If completeness of the room directory is a concern, installations which are
affected can be repaired as follows:
1. Run the following sql from a `psql` or `sqlite3` console:
.. code:: sql
INSERT INTO background_updates (update_name, progress_json, depends_on) VALUES
('populate_stats_process_rooms', '{}', 'current_state_events_membership');
INSERT INTO background_updates (update_name, progress_json, depends_on) VALUES
('populate_stats_process_users', '{}', 'populate_stats_process_rooms');
2. Restart synapse.
New Single Sign-on HTML Templates
---------------------------------
New templates (``sso_auth_confirm.html``, ``sso_auth_success.html``, and
``sso_account_deactivated.html``) were added to Synapse. If your Synapse is
configured to use SSO and a custom ``sso_redirect_confirm_template_dir``
configuration then these templates will need to be copied from
`synapse/res/templates <synapse/res/templates>`_ into that directory.
Synapse SSO Plugins Method Deprecation
--------------------------------------
Plugins using the ``complete_sso_login`` method of
``synapse.module_api.ModuleApi`` should update to using the async/await
version ``complete_sso_login_async`` which includes additional checks. The
non-async version is considered deprecated.
Rolling back to v1.12.4 after a failed upgrade
----------------------------------------------
v1.13.0 includes a lot of large changes. If something problematic occurs, you
may want to roll-back to a previous version of Synapse. Because v1.13.0 also
includes a new database schema version, reverting that version is also required
alongside the generic rollback instructions mentioned above. In short, to roll
back to v1.12.4 you need to:
1. Stop the server
2. Decrease the schema version in the database:
.. code:: sql
UPDATE schema_version SET version = 57;
3. Downgrade Synapse by following the instructions for your installation method
in the "Rolling back to older versions" section above.
Upgrading to v1.12.0
====================
This version includes a database update which is run as part of the upgrade,
and which may take some time (several hours in the case of a large
server). Synapse will not respond to HTTP requests while this update is taking
place.
This is only likely to be a problem in the case of a server which is
participating in many rooms.
0. As with all upgrades, it is recommended that you have a recent backup of
your database which can be used for recovery in the event of any problems.
1. As an initial check to see if you will be affected, you can try running the
following query from the `psql` or `sqlite3` console. It is safe to run it
while Synapse is still running.
.. code:: sql
SELECT MAX(q.v) FROM (
SELECT (
SELECT ej.json AS v
FROM state_events se INNER JOIN event_json ej USING (event_id)
WHERE se.room_id=rooms.room_id AND se.type='m.room.create' AND se.state_key=''
LIMIT 1
) FROM rooms WHERE rooms.room_version IS NULL
) q;
This query will take about the same amount of time as the upgrade process: ie,
if it takes 5 minutes, then it is likely that Synapse will be unresponsive for
5 minutes during the upgrade.
If you consider an outage of this duration to be acceptable, no further
action is necessary and you can simply start Synapse 1.12.0.
If you would prefer to reduce the downtime, continue with the steps below.
2. The easiest workaround for this issue is to manually
create a new index before upgrading. On PostgreSQL, his can be done as follows:
.. code:: sql
CREATE INDEX CONCURRENTLY tmp_upgrade_1_12_0_index
ON state_events(room_id) WHERE type = 'm.room.create';
The above query may take some time, but is also safe to run while Synapse is
running.
We assume that no SQLite users have databases large enough to be
affected. If you *are* affected, you can run a similar query, omitting the
``CONCURRENTLY`` keyword. Note however that this operation may in itself cause
Synapse to stop running for some time. Synapse admins are reminded that
`SQLite is not recommended for use outside a test
environment <https://github.com/matrix-org/synapse/blob/master/README.rst#using-postgresql>`_.
3. Once the index has been created, the ``SELECT`` query in step 1 above should
complete quickly. It is therefore safe to upgrade to Synapse 1.12.0.
4. Once Synapse 1.12.0 has successfully started and is responding to HTTP
requests, the temporary index can be removed:
.. code:: sql
DROP INDEX tmp_upgrade_1_12_0_index;
Upgrading to v1.10.0
====================
Synapse will now log a warning on start up if used with a PostgreSQL database
that has a non-recommended locale set.
See `docs/postgres.md <docs/postgres.md>`_ for details.
Upgrading to v1.8.0
===================
Specifying a ``log_file`` config option will now cause Synapse to refuse to
start, and should be replaced by with the ``log_config`` option. Support for
the ``log_file`` option was removed in v1.3.0 and has since had no effect.
Upgrading to v1.7.0
===================
In an attempt to configure Synapse in a privacy preserving way, the default
behaviours of ``allow_public_rooms_without_auth`` and
``allow_public_rooms_over_federation`` have been inverted. This means that by
default, only authenticated users querying the Client/Server API will be able
to query the room directory, and relatedly that the server will not share
room directory information with other servers over federation.
If your installation does not explicitly set these settings one way or the other
and you want either setting to be ``true`` then it will necessary to update
your homeserver configuration file accordingly.
For more details on the surrounding context see our `explainer
<https://matrix.org/blog/2019/11/09/avoiding-unwelcome-visitors-on-private-matrix-servers>`_.
Upgrading to v1.5.0
===================
This release includes a database migration which may take several minutes to
complete if there are a large number (more than a million or so) of entries in
the ``devices`` table. This is only likely to a be a problem on very large
installations.
Upgrading to v1.4.0
===================
Config options
--------------
New custom templates
--------------------
**Note: Registration by email address or phone number will not work in this release unless
some config options are changed from their defaults.**
If you have configured a custom template directory with the
``email.template_dir`` option, be aware that there are new templates regarding
registration and threepid management (see below) that must be included.
This is due to Synapse v1.4.0 now defaulting to sending registration and password reset tokens
itself. This is for security reasons as well as putting less reliance on identity servers.
However, currently Synapse only supports sending emails, and does not have support for
phone-based password reset or account registration. If Synapse is configured to handle these on
its own, phone-based password resets and registration will be disabled. For Synapse to send
emails, the ``email`` block of the config must be filled out. If not, then password resets and
registration via email will be disabled entirely.
* ``registration.html`` and ``registration.txt``
* ``registration_success.html`` and ``registration_failure.html``
* ``add_threepid.html`` and ``add_threepid.txt``
* ``add_threepid_failure.html`` and ``add_threepid_success.html``
This release also deprecates the ``email.trust_identity_server_for_password_resets`` option and
replaces it with the ``account_threepid_delegates`` dictionary. This option defines whether the
homeserver should delegate an external server (typically an `identity server
<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending password reset or
registration messages via email and SMS.
If ``email.trust_identity_server_for_password_resets`` is set to ``true``, and
``account_threepid_delegates.email`` is not set, then the first entry in
``trusted_third_party_id_servers`` will be used as the account threepid delegate for email.
This is to ensure compatibility with existing Synapse installs that set up external server
handling for these tasks before v1.4.0. If ``email.trust_identity_server_for_password_resets``
is ``true`` and no trusted identity server domains are configured, Synapse will throw an error.
If ``email.trust_identity_server_for_password_resets`` is ``false`` or absent and a threepid
type in ``account_threepid_delegates`` is not set to a domain, then Synapse will attempt to
send password reset and registration messages for that type.
Email templates
---------------
If you have configured a custom template directory with the ``email.template_dir`` option, be
aware that there are new templates regarding registration. ``registration.html`` and
``registration.txt`` have been added and contain the content that is sent to a client upon
registering via an email address.
``registration_success.html`` and ``registration_failure.html`` are also new HTML templates
that will be shown to the user when they click the link in their registration emai , either
showing them a success or failure page (assuming a redirect URL is not configured).
Synapse will expect these files to exist inside the configured template directory. To view the
default templates, see `synapse/res/templates
Synapse will expect these files to exist inside the configured template
directory, and **will fail to start** if they are absent.
To view the default templates, see `synapse/res/templates
<https://github.com/matrix-org/synapse/tree/master/synapse/res/templates>`_.
3pid verification changes
-------------------------
**Note: As of this release, users will be unable to add phone numbers or email
addresses to their accounts, without changes to the Synapse configuration. This
includes adding an email address during registration.**
It is possible for a user to associate an email address or phone number
with their account, for a number of reasons:
* for use when logging in, as an alternative to the user id.
* in the case of email, as an alternative contact to help with account recovery.
* in the case of email, to receive notifications of missed messages.
Before an email address or phone number can be added to a user's account,
or before such an address is used to carry out a password-reset, Synapse must
confirm the operation with the owner of the email address or phone number.
It does this by sending an email or text giving the user a link or token to confirm
receipt. This process is known as '3pid verification'. ('3pid', or 'threepid',
stands for third-party identifier, and we use it to refer to external
identifiers such as email addresses and phone numbers.)
Previous versions of Synapse delegated the task of 3pid verification to an
identity server by default. In most cases this server is ``vector.im`` or
``matrix.org``.
In Synapse 1.4.0, for security and privacy reasons, the homeserver will no
longer delegate this task to an identity server by default. Instead,
the server administrator will need to explicitly decide how they would like the
verification messages to be sent.
In the medium term, the ``vector.im`` and ``matrix.org`` identity servers will
disable support for delegated 3pid verification entirely. However, in order to
ease the transition, they will retain the capability for a limited
period. Delegated email verification will be disabled on Monday 2nd December
2019 (giving roughly 2 months notice). Disabling delegated SMS verification
will follow some time after that once SMS verification support lands in
Synapse.
Once delegated 3pid verification support has been disabled in the ``vector.im`` and
``matrix.org`` identity servers, all Synapse versions that depend on those
instances will be unable to verify email and phone numbers through them. There
are no imminent plans to remove delegated 3pid verification from Sydent
generally. (Sydent is the identity server project that backs the ``vector.im`` and
``matrix.org`` instances).
Email
~~~~~
Following upgrade, to continue verifying email (e.g. as part of the
registration process), admins can either:-
* Configure Synapse to use an email server.
* Run or choose an identity server which allows delegated email verification
and delegate to it.
Configure SMTP in Synapse
+++++++++++++++++++++++++
To configure an SMTP server for Synapse, modify the configuration section
headed ``email``, and be sure to have at least the ``smtp_host, smtp_port``
and ``notif_from`` fields filled out.
You may also need to set ``smtp_user``, ``smtp_pass``, and
``require_transport_security``.
See the `sample configuration file <docs/sample_config.yaml>`_ for more details
on these settings.
Delegate email to an identity server
++++++++++++++++++++++++++++++++++++
Some admins will wish to continue using email verification as part of the
registration process, but will not immediately have an appropriate SMTP server
at hand.
To this end, we will continue to support email verification delegation via the
``vector.im`` and ``matrix.org`` identity servers for two months. Support for
delegated email verification will be disabled on Monday 2nd December.
The ``account_threepid_delegates`` dictionary defines whether the homeserver
should delegate an external server (typically an `identity server
<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
confirmation messages via email and SMS.
So to delegate email verification, in ``homeserver.yaml``, set
``account_threepid_delegates.email`` to the base URL of an identity server. For
example:
.. code:: yaml
account_threepid_delegates:
email: https://example.com # Delegate email sending to example.com
Note that ``account_threepid_delegates.email`` replaces the deprecated
``email.trust_identity_server_for_password_resets``: if
``email.trust_identity_server_for_password_resets`` is set to ``true``, and
``account_threepid_delegates.email`` is not set, then the first entry in
``trusted_third_party_id_servers`` will be used as the
``account_threepid_delegate`` for email. This is to ensure compatibility with
existing Synapse installs that set up external server handling for these tasks
before v1.4.0. If ``email.trust_identity_server_for_password_resets`` is
``true`` and no trusted identity server domains are configured, Synapse will
report an error and refuse to start.
If ``email.trust_identity_server_for_password_resets`` is ``false`` or absent
and no ``email`` delegate is configured in ``account_threepid_delegates``,
then Synapse will send email verification messages itself, using the configured
SMTP server (see above).
that type.
Phone numbers
~~~~~~~~~~~~~
Synapse does not support phone-number verification itself, so the only way to
maintain the ability for users to add phone numbers to their accounts will be
by continuing to delegate phone number verification to the ``matrix.org`` and
``vector.im`` identity servers (or another identity server that supports SMS
sending).
The ``account_threepid_delegates`` dictionary defines whether the homeserver
should delegate an external server (typically an `identity server
<https://matrix.org/docs/spec/identity_service/r0.2.1>`_) to handle sending
confirmation messages via email and SMS.
So to delegate phone number verification, in ``homeserver.yaml``, set
``account_threepid_delegates.msisdn`` to the base URL of an identity
server. For example:
.. code:: yaml
account_threepid_delegates:
msisdn: https://example.com # Delegate sms sending to example.com
The ``matrix.org`` and ``vector.im`` identity servers will continue to support
delegated phone number verification via SMS until such time as it is possible
for admins to configure their servers to perform phone number verification
directly. More details will follow in a future release.
Rolling back to v1.3.1
----------------------
If you encounter problems with v1.4.0, it should be possible to roll back to
v1.3.1, subject to the following:
* The 'room statistics' engine was heavily reworked in this release (see
`#5971 <https://github.com/matrix-org/synapse/pull/5971>`_), including
significant changes to the database schema, which are not easily
reverted. This will cause the room statistics engine to stop updating when
you downgrade.
The room statistics are essentially unused in v1.3.1 (in future versions of
Synapse, they will be used to populate the room directory), so there should
be no loss of functionality. However, the statistics engine will write errors
to the logs, which can be avoided by setting the following in
`homeserver.yaml`:
.. code:: yaml
stats:
enabled: false
Don't forget to re-enable it when you upgrade again, in preparation for its
use in the room directory!
Upgrading to v1.2.0
===================

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Don't create broken room when power_level_content_override.users does not contain creator_id.

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Add an admin API to purge old rooms from the database.

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Convert documentation to markdown (from rst)

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Pass opentracing contexts between servers when transmitting EDUs.

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Add unstable support for MSC2197 (filtered search requests over federation), in order to allow upcoming room directory query performance improvements.

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Fix Synapse looking for config options `password_reset_failure_template` and `password_reset_success_template`, when they are actually `password_reset_template_failure_html`, `password_reset_template_success_html`.

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Remove shared secret registration from client/r0/register endpoint. Contributed by Awesome Technologies Innovationslabor GmbH.

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Add admin API endpoint for setting whether or not a user is a server administrator.

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Fix stack overflow when recovering an appservice which had an outage.

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Refactor the Appservice scheduler code.

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Compatibility with v2 Identity Service APIs other than /lookup.

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Drop some unused tables.

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Add missing index on users_in_public_rooms to improve the performance of directory queries.

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Add config option to sign remote key query responses with a separate key.

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Improve the logging when we have an error when fetching signing keys.

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Switch to using the v2 Identity Service `/lookup` API where available, with fallback to v1. (Implements [MSC2134](https://github.com/matrix-org/matrix-doc/pull/2134) plus id_access_token authentication for v2 Identity Service APIs from [MSC2140](https://github.com/matrix-org/matrix-doc/pull/2140)).

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Add support for config templating.

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Users with the type of "support" or "bot" are no longer required to consent.

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Let synctl accept a directory of config files.

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Increase max display name size to 256.

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Fix error message which referred to public_base_url instead of public_baseurl. Thanks to @aaronraimist for the fix!

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Add support for database engine-specific schema deltas, based on file extension.

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Add admin API endpoint for getting whether or not a user is a server administrator.

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Fix 404 for thumbnail download when `dynamic_thumbnails` is `false` and the thumbnail was dynamically generated. Fix reported by rkfg.

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Fix a cache-invalidation bug for worker-based deployments.

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Update Buildkite pipeline to use plugins instead of buildkite-agent commands.

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Redact events in the database that have been redacted for a month.

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Remove unused jenkins/prepare_sytest.sh file.

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Move Buildkite pipeline config to the pipelines repo.

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Update INSTALL.md to say that Python 2 is no longer supported.

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Remove `bind_email` and `bind_msisdn` parameters from /register ala MSC2140.

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Fix admin API for listing media in a room not being available with an external media repo.

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Fix list media admin API always returning an error.

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Replace `trust_identity_server_for_password_resets` config option with `account_threepid_delegates`.

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Fix room and user stats tracking.

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Cleanup event auth type initialisation.

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Use the v2 Identity Service API for 3PID invites.

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Add POST /_matrix/client/r0/account/3pid/unbind endpoint from MSC2140 for unbinding a 3PID from an identity server without removing it from the homeserver user account.

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Add minimum opentracing for client servlets.

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Fix sending of EDUs when opentracing is enabled with an empty whitelist.

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Check at setup that opentracing is installed if it's enabled in the config.

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Trace replication send times.

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Fix invalid references to None while opentracing if the log context slips.

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Clean up dependency checking at setup.

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Fix invalid references to None while opentracing if the log context slips.

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changelog.d/5992.feature
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Give appropriate exit codes when synctl fails.

1
changelog.d/5993.feature
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Add the ability to send registration emails from the homeserver rather than delegating to an identity server.

1
changelog.d/5994.feature
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Add the ability to send registration emails from the homeserver rather than delegating to an identity server.

1
changelog.d/5995.bugfix
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Return a M_MISSING_PARAM if `sid` is not provided to `/account/3pid`.

1
changelog.d/5996.bugfix
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federation_certificate_verification_whitelist now will not cause TypeErrors to be raised (a regression in 1.3). Additionally, it now supports internationalised domain names in their non-canonical representation.

1
changelog.d/5998.bugfix
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Fix room and user stats tracking.

1
changelog.d/6003.misc
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Add opentracing span over HTTP push processing.

1
changelog.d/6004.bugfix
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Only count real users when checking for auto-creation of auto-join room.

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