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Revamp 3PID sessions

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- Fix #93
- Fix #98
This commit is contained in:
Max Dor
2019-02-04 05:26:33 +01:00
parent 3e240fe34d
commit 3bebb33147
30 changed files with 336 additions and 1372 deletions
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78
docs/threepids/session/session-views.md
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@@ -8,81 +8,27 @@ Pseudo-configuration to illustrate the structure:
# DO NOT COPY/PASTE THIS IN YOUR CONFIGURATION
view:
session:
local:
onTokenSubmit:
success: '/path/to/session/local/tokenSubmitSuccess-page.html'
failure: '/path/to/session/local/tokenSubmitFailure-page.html'
localRemote:
onTokenSubmit:
success: '/path/to/session/localRemote/tokenSubmitSuccess-page.html'
failure: '/path/to/session/local/tokenSubmitFailure-page.html'
remote:
onRequest:
success: '/path/to/session/remote/requestSuccess-page.html'
failure: '/path/to/session/remote/requestFailure-page.html'
onCheck:
success: '/path/to/session/remote/checkSuccess-page.html'
failure: '/path/to/session/remote/checkFailure-page.html'
onTokenSubmit:
success: '/path/to/session/tokenSubmitSuccess-page.html'
failure: '/path/to/session/tokenSubmitFailure-page.html'
# CONFIGURATION EXAMPLE
# DO NOT COPY/PASTE THIS IN YOUR CONFIGURATION
```
3PID session are divided into three config sections:
- `local` for local-only 3PID sessions
- `localRemote` for local 3PID sessions that can also be turned into remote sessions, if the user so desires
- `remote` for remote-only 3PID sessions
Each section contains a sub-key per support event. Finally, a `success` and `failure` key is available depending on the
outcome of the request.
## Local
### onTokenSubmit
`view.session`:
This is triggered when a user submit a validation token for a 3PID session. It is typically visited when clicking the
link in a validation email.
The template should typically inform the user that the validation was successful and to go back in their Matrix client
to finish the validation process.
to finish the validation process, or that the validation failed.
#### Placeholders
Two configuration keys are available that accept paths to HTML templates:
- `success`
- `failure`
## Placeholders
### Success
No object/placeholder are currently available.
## Local & Remote
### onTokenSubmit
This is triggered when a user submit a validation token for a 3PID session. It is typically visited when clicking the
link in a validation email.
The template should typically inform the user that their 3PID address will not yet be publicly/globally usable. In case
they want to make it, they should start a Remote 3PID session with a given link or that they can go back to their Matrix
client if they do not wish to proceed any further.
#### Placeholders
##### Success
`<a href="${remoteSessionLink}">text</a>` can be used to display the link to start a Remote 3PID session.
##### Failure
No object/placeholder are currently available.
## Remote
### onRequest
This is triggered when a user starts a Remote 3PID session, usually from a link produced in the `local.onTokenSubmit`
view or in a remote-only 3PID notification.
The template should typically inform the user that the remote creation was successful, followed the instructions sent by
the remote Identity server and, once that is done, click a link to validate the session.
#### Placeholders
##### Success
`<a href="${checkLink}">text</a>` can be used to display the link to validate the Remote 3PID session.
##### Failure
No object/placeholder are currently available.
### onCheck
This is triggered when a user attempts to inform the Identity server that the Remote 3PID session has been validated
with the remote Identity server.
The template should typically inform the user that the validation was successful and to go back in their Matrix client
to finish the validation process.
#### Placeholders
### Failure
No object/placeholder are currently available.

230
docs/threepids/session/session.md
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@@ -1,9 +1,8 @@
# 3PID Sessions
- [Overview](#overview)
- [Purpose](#purpose)
- [Federation](#federation)
- [3PID scope](#3pid-scope)
- [Session scope](#session-scope)
- [Restrictions](#restrictions)
- [Bindings](#bindings)
- [Federation](#federation)
- [Notifications](#notifications)
- [Email](#email)
- [Phone numbers](#msisdn-(phone-numbers))
@@ -11,28 +10,39 @@
- [Configuration](#configuration)
- [Web views](#web-views)
- [Scenarios](#scenarios)
- [Default](#default)
- [Local sessions only](#local-sessions-only)
- [Remote sessions only](#remote-sessions-only)
- [Sessions disabled](#sessions-disabled)
## Overview
When adding an email, a phone number or any other kind of 3PID (Third-Party Identifier) in a Matrix client,
the identity server is contacted to validate the 3PID.
To validate the 3PID the identity server sends a message to the 3PID (e.g. an
email) with a hyperlink back to a web-page managed by the identity server to
confirm ownership of the 3PID.
To validate the 3PID, the identity server creates a session associated with a secret token. That token is sent via a message
to the 3PID (e.g. an email) with a the necessary info so the user can submit them to the Identity Server, confirm ownership
of the 3PID.
Once this 3PID is validated, the Homeserver will publish the user Matrix ID on the Identity Server and
add this 3PID to the Matrix account which initiated the request.
Once this 3PID is validated, the Homeserver will request that the Identity Server links the provided user Matrix ID with
the 3PID session and finally add the 3PID to its own data store.
This serves two purposes:
- Add the 3PID as an administrative/login info for the Homeserver directly
- Publish, or *Bind*, the 3PID so it can be queried from Homeservers and clients when inviting someone in a room
- Links, called *Bind*, the 3PID so it can be queried from Homeservers and clients when inviting someone in a room
by a 3PID, allowing it to be resolved to a Matrix ID.
## Federation
## Restrictions
### Bindings
mxisd does not store bindings directly. While a user can see its email, phone number or any other 3PID in its
settings/profile, it does **NOT** mean it is published/saved anywhere or can be used to invite/search the user.
Identity stores are the ones holding such data, irrelevant if a user added a 3PID to their profile. When queried for
bindings, mxisd will query Identity stores which are responsible to store this kind of information.
Therefore, by default, any 3PID added to a user profile which is NOT within a configured and enabled Identity backend
will simply not be usable for search or invites, **even on the same Homeserver!**
To have such 3PID bindings available for search and invite queries on synapse, use its dedicated
[Identity store](../../stores/synapse.md).
### Federation
In a federated set up, identity servers must cooperate to find the Matrix ID associated with a 3PID.
Federation is based on the principle that each server is responsible for its own (dns) domain.
@@ -43,61 +53,15 @@ Example: a user from Homeserver `example.org` adds an email `john@example.com`.
Federated identity servers would try to find the identity server at `example.com` and ask it for the Matrix ID of associated with `john@example.com`.
Nevertheless, Matrix users might add 3PIDs that are not associated to a domain, for example telephone numbers.
Or they might even add 3PIDs associated to a different domain (such as an email address hosted by gmail).
Such 3PIDs cannot be resolved in a federated way.
Or they might even add 3PIDs associated to a different domain (such as an email address hosted by Gmail).
Such 3PIDs cannot be resolved in a federated way and will not be found from other servers.
Example: a user from Homeserver `example.org` adds an email `john@gmail.com`.
If a federated lookup was performed, Identity servers would try to find the 3PID bind at the `gmail.com` server, and
not `example.org`.
In order to resolve such 3PIDs, i.e. 3PIDs that cannot be resolved in a Federated way, an identity server can be configured such that
- 3PIDs that cannot be resolved locally or using federation, are fowarded to another global identity server.
- registration of new 3PIDs that cannot be looked up in a federated fashion, is forwarded to another global identity server.
By forwarding a 3PIDs registration the identity creates a *Remote session* and *Remote bind*, effectively starting a new 3PID session with another Identity server on
behalf of the user.
To ensure lookup works consistency within the current Matrix network, the central Matrix.org Identity Server should be
used to store *remote* sessions and binds.
However, at the time of writing, the Matrix specification and the central Matrix.org servers do not allow to remote a 3PID bind.
This means that once a 3PID is published (email, phone number, etc.), it cannot be easily removed
and would require contacting the Matrix.org administrators for each bind individually.
This poses a privacy, control and security concern, especially for groups/corporations that want to keep a tight control
on where such identifiers can be made publicly visible.
To ensure full control, validation management relies on two concepts:
- The scope of 3PID being validated
- The scope of 3PID sessions that should be possible/offered
### 3PID scope
3PID can either be scoped as local or remote.
Local means that they can be looked up using federation and that such a federation call would end up on the local
Identity Server.
Remote means that they cannot be lookup using federation or that a federation call would not end up on the local
Identity Server.
Email addresses can either be local or remote 3PID, depending on the domain. If the address is one from the configured
domain in the Identity server, it will be scoped as local. If it is from another domain, it will be as remote.
Phone number can only be scoped as remote, since there is currently no way to perform DNS queries that would lead back
to the Identity server who validated the phone number.
### Session scope
Sessions can be scoped as:
- Local only - validate 3PIDs directly, do not allow the creation of 3PID sessions on a remote Identity server.
- Local and Remote - validate 3PIDs directly, offer users to option to also validate and bind 3PID on another server.
- Remote only - validate and bind 3PIDs on another server, no validation or bind done locally.
---
**IMPORTANT NOTE:** mxisd does not store bindings directly. While a user can see its email, phone number or any other
3PID in its settings/profile, it does **NOT** mean it is published anywhere and can be used to invite/search the user.
Identity stores are the ones holding such data.
If you still want added arbitrary 3PIDs to be discoverable on a synapse Homeserver, use the corresponding [Identity store](../../stores/synapse.md).
See the [Scenarios](#scenarios) for more info on how and why.
As mxisd is built for self-hosted use cases, mainly for orgs/corps, this is usually not a problem for emails.
Sadly, there is currently no mechanism to make this work for phone numbers.
## Notifications
3PIDs are validated by sending a pre-formatted message containing a token to that 3PID address, which must be given to the
@@ -126,50 +90,28 @@ Connectors:
## Usage
### Configuration
The following example of configuration (incomplete extract) shows which items are relevant for 3PID sessions.
The following example of configuration shows which items are relevant for 3PID sessions.
**IMPORTANT:** Most configuration items shown have default values and should not be included in your own configuration
file unless you want to specifically overwrite them.
```yaml
# CONFIGURATION EXAMPLE
# DO NOT COPY/PASTE THIS IN YOUR CONFIGURATION
# DO NOT COPY/PASTE AS-IS IN YOUR CONFIGURATION
session:
policy:
validation:
enabled: true
forLocal:
enabled: true
toLocal: true
toRemote:
enabled: true
server: 'configExample' # Not to be included in config! Already present in default config!
forRemote:
enabled: true
toLocal: true
toRemote:
enabled: true
server: 'configExample' # Not to be included in config! Already present in default config!
unbind:
fraudulent:
sendWarning: true
# DO NOT COPY/PASTE THIS IN YOUR CONFIGURATION
# DO NOT COPY/PASTE AS-IS IN YOUR CONFIGURATION
# CONFIGURATION EXAMPLE
```
`session.policy.validation` is the core configuration to control what users configured to use your Identity server
are allowed to do in terms of 3PID sessions.
The policy has a global on/off switch for 3PID sessions using `.enabled`
It is also divided into two sections: `forLocal` and `forRemote` which refers to the 3PID scopes.
Each scope is divided into three parts:
- global on/off switch for 3PID sessions using `.enabled`
- `toLocal` allowing or not local 3PID session validations
- `toRemote` allowing or not remote 3PID session validations and to which server such sessions should be sent.
`.server` takes a Matrix Identity server list label. Only the first server in the list is currently used.
If both `toLocal` and `toRemote` are enabled, the user will be offered to initiate a remote session once their 3PID
locally validated.
are allowed to do in terms of 3PID sessions. The policy has a global on/off switch for 3PID sessions using `.enabled`
---
@@ -188,107 +130,13 @@ See [the dedicated document](session-views.md)
on how to configure/customize/brand those pages to your liking.
### Scenarios
It is important to keep in mind that mxisd does not create bindings, irrelevant if a user added a 3PID to their profile.
Instead, when queried for bindings, mxisd will query Identity stores which are responsible to store this kind of information.
This has the side effect that any 3PID added to a user profile which is NOT within a configured and enabled Identity backend
will simply not be usable for search or invites, **even on the same Homeserver!**
mxisd does not store binds on purpose, as one of its primary goal is to ensure maximum compatibility with federation
and the rest of the Matrix ecosystem is preserved.
Nonetheless, because mxisd also aims at offering support for tight control over identity data, it is possible to have
such 3PID bindings available for search and invite queries on synapse with the corresponding [Identity store](../../stores/synapse.md).
See the [Local sessions only](#local-sessions-only) use case for more information on how to configure.
#### Default
By default, mxisd allows the following:
| | Local Session | Remote Session |
|-----------------|-------------------|----------------|
| **Local 3PID** | Yes | Yes, offered |
| **Remote 3PID** | No, Remote forced | Yes |
This is usually what people expect and will feel natural to users and does not involve further integration.
This allows to stay in control for e-mail addresses which domain matches your Matrix environment, still making them
discoverable with federation but not recorded in a 3rd party Identity server which is not under your control.
Users still get the possibility to publish globally their address if needed.
Other e-mail addresses and phone number will be redirected to remote sessions to ensure full compatibility with the Matrix
ecosystem and other federated servers.
#### Local sessions only
**NOTE:** This does not affect 3PID lookups (queries to find Matrix IDs). See [Federation](../../features/federation.md)
to disable remote lookup for those.
This configuration ensures maximum confidentiality and privacy.
Typical use cases:
- Private Homeserver, not federated
- Internal Homeserver without direct Internet access
- Custom product based on Matrix which does not federate
No 3PID will be sent to a remote Identity server and all validation will be performed locally.
On the flip side, people with *Remote* 3PID scopes will not be found from other servers.
Use the following values:
```yaml
session:
policy:
validation:
enabled: true
forLocal:
enabled: true
toLocal: true
toRemote:
enabled: false
forRemote:
enabled: true
toLocal: true
toRemote:
enabled: false
```
**IMPORTANT**: When using local-only mode and if you are using synapse, you will also need to enable its dedicated Identity
store if you want user searches and invites to work. To do so, see the [dedicated document](../../stores/synapse.md).
#### Remote sessions only
This configuration ensures all 3PID are made public for maximum compatibility and reach within the Matrix ecosystem, at
the cost of confidentiality and privacy.
Typical use cases:
- Public Homeserver
- Homeserver with registration enabled
Use the following values:
```yaml
session:
policy:
validation:
enabled: true
forLocal:
enabled: true
toLocal: false
toRemote:
enabled: true
forRemote:
enabled: true
toLocal: false
toRemote:
enabled: true
```
#### Sessions disabled
This configuration would disable 3PID session altogether, preventing users from adding emails and/or phone numbers to
their profiles.
This configuration would disable 3PID sessions altogether, preventing users from validating emails and/or phone numbers
and any subsequent actions that requires them, like adding them to their profiles.
This would be used if mxisd is also performing authentication for the Homeserver, typically with synapse and the
[REST password provider](https://github.com/kamax-io/matrix-synapse-rest-auth).
**This mode comes with several important restrictions:**
- This does not prevent users from removing 3PID from their profile. They would be unable to add them back!
- This prevents users from initiating remote session to make their 3PID binds globally visible
It is therefore recommended to not fully disable sessions but instead restrict specific set of 3PID and Session scopes.
[REST password provider](https://github.com/kamax-matrix/matrix-synapse-rest-auth), where 3PID mappings would be
auto-populated.
Use the following values to enable this mode:
```yaml