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diff --git a/docs/design/gateway-selection.rst b/docs/design/gateway-selection.rst new file mode 100644 index 0000000..0bf781a --- /dev/null +++ b/docs/design/gateway-selection.rst @@ -0,0 +1,155 @@ +Some design notes about gateway selection +========================================= + +These are some notes about the design for the new gateway selector. + +1. Default behavior: automatic gateway selection. +------------------------------------------------- + +This is what every user experiences by default. No configuration, we just try +to find the "best" gateway for a given location. + +Client tries to fetch a recommended gateway list from menshen, and pass +a subset of `n` gateways to openvpn. Openvpn will then retry the remotes in +that order if any of those fails. For the desktop client, `n=3`. + +1.1 If new-menshen is deployed (at riseup, for the time being), we get + `sortedGateways` field, with load metrics. Menshen has already taken our + geolocated ip into account to first sort by distance and then by load. + +1.2 If old-menshen (ie, geoip) is available, we fetch the `gateways` field + + curl -k https://api.black.riseup.net:9001/json + +1.3 If no menshen is available (service down, unreachable etc) or the results + are unusable (misconfigured provider, geolocated gateway fails to assign + lat/lon coordinates), we fallback to the timezone distance heuristic. + + NOTE: we should catch the failure to geolocate. + NOTE: we could inform the user of the timezone heuristic, if done, for transparency. + + +2. Give connection feedback to the user +---------------------------------------- + +Little is done right now about this, but we want to give feedback to the user. + +* We can display the IP that menshen sees before connecting (your ip: x.x.x.x, your country: xx). +* When connecting, we could display the openvpn states (so that user see changes). +* When vpn connects to a gateway, we get the ip for the gateway (from the + openvn management interface), and match that IP against our list of gateways. + We use this to detect which gw we're currently connected to, and display the + location for the gateway we're connected to. + +* info to display: (where am I exiting through?) + + - city + - country + - ip + + +* systray: RiseupVPN on / Paris (auto) + + +3. manual gateway override +-------------------------- + +The UI should offer the user a way to manually override gateways, at the level of cities. +Ideally there's a toggle near the indication of automatic/manual for gateways (systray or window). + +4. gateway selector +------------------- + +If user wants to do manual override, we display another panel, with + +- a list of available locations +- some health indicator for those nodes, if available. + +Open questions: + +- how hard is to add an icon to a Qt combobox? +- how much info is enough/too much? (like: does user need to know gateway name? probably not. but useful for logs at least). +- do we want to expose the gateway/transport level to the user? (probably not). + + +5. picking host for a manual override +------------------------------------- + +when user select a new location as part of manual override, we select the best gateway for that location: + +1 **if menshen is available**, we just pick the first in the ordered subset of gws for that location + +- *question: should we still pass all the other more congested gateways for that location as fallback remotes to openvpn? or just the one?* + +2 **if menshen is not available**, we just pick randomly from the gws in a given city. + +- *same question as in point above*. + +6. user feedback for new connection +----------------------------------- + +After a manual gateway override, we try to connect (ideally do some connectivity/dns tests), and then change the exit location. + +We now display the location for the new gateway: + +* systray: RiseupVPN on / Paris (manual) + + +7. revert to automatic choice +----------------------------- + +Selecting automatic gw selection again should be a simple action, available quickly from the systray or the main window. + +* systray (clickable item): + +✓ Automatic + +(maybe this should be called *fastest* instead? + + +More advanced use cases +======================= + +A1 **how to display load accurately** + +(load indication can be averaged, or best-case etc...) for every city + +A2 **refresh info in the backgroud** + +There are some advantages in refreshing the recommended gateways in the +background: + +- no need to spend time fetching that info on next reconnect +- ability to signal user if we're currently in a very congested gateway +- ability to transparently switch to another gateway for the same location on next +reconnect + +...but also some disadvantages: + +- currently, there's an autoincrement in lb that we have to solve before doing this refresh. +- once we're connected to the gateway, menshen will not see our "original" ip, + so the geolocation info will not be valid anymore (unless we pass city or + coordinates as another parameter). + +What to do when/if we detect we're connected to a congested / bad gateway? + +- consensus now: take the next reconnect opportunity to change gws. +- maybe ask for user confirmation if that change means breaking expectations (gw in a different country/state for instance). + +A3 **inform menshen of manual override**. + +We agreed that it would be great to have an estimation of how many users are doing manual overrides. + +For this, a *proposal* is to add an endpoint to menshen in which the periodic +refresh passes the manual override as a parameter. Something like: + +GET menshen.float.ip/json?city=paris&type=refresh + +A4 **how to gracefully fail** + +(ie, if menshen geoip cannot give lat/lon for your current ip, or if the geoip service is down/blocked) -> we have the "timezone heuristic", it would be good to be explicit about this choice. + +- detect dns failures + +A4. advanced visualization: map / traffic graphs - yayyy eye candy :) we want that stuff, but needs more research. + |