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+# design #
+
+## overview #
+----------------------
+This page pertains to the incoming mail exchange servers of the provider.
+
+General overview of how incoming email will work:
+
+ 1. Incoming message is received by provider's MX servers.
+ 2. The MTA (postfix in our case) does a ton of checks on the message before we
+ even check to see if the recipient is valid (this comes from experience
+ running the riseup mail infrastructure, where the vast majority of messages
+ can be rejected early in the SMTP reception and thus save a ton of processing
+ time on the server).
+ 3. Postfix then queries the database to check if the recipient is valid, if
+ they are over quota, if their account is enabled, and to resolve any aliases
+ for the account.
+ 4. The message is then delivered to an on-disk message spool.
+ 5. A daemon watches for new files in this spool. Each message is encrypted to
+ the user's public key, and stored in the user's incoming message queue (stored
+ in couchdb), and removed from disk.
+ 6. When the user next logs in with their client, the user's message queue is
+ emptied by the client.
+ 7. Each message is decrypted by the client, and then stored in the user's
+ "inbox" as an unread message.
+ 8. This local inbox uses soledad for storage
+ 9. Soledad, in the background, will then re-encrypt this email (now a soledad
+ document), and sync to the cloud.
+
+## postfix pipeline ##
+---------------------------
+incoming mx servers will run postfix, configured in a particular way:
+
+ 1. postscreen: before accepting an incoming message, checks RBLs, checks RFC
+ validity, checks for spam pipelining.
+ (pass) proceed to next step.
+ (fail) return SMTP error, which bounces email.
+ 2. more SMTP checks: valid hostnames, etc.
+ (pass) accepted, proceed to next step.
+ (fail) return SMTP error, which bounces email.
+ 3. check_recipient_access -- look up each recipient and ensure they are
+ allowed to receive messages.
+ (pass) empty result, proceed to next step.
+ (fail) return SMTP error code and error comment, bounce message.
+ 4. milter processessing (spamassassin & clamav)
+ (pass) continue
+ (fail) bounce message, flag as spam, or silently kill.
+ 5. virtual_alias_maps -- map user defined aliases and forwards
+ (local address) continue if new address is for this mx
+ (remote address) continue. normally, postfix would relay to the remote domain, but we don't want that.
+ 6. deliver message to spool
+ (write) save the message to disk on the mx.
+ 7. postfix's job is done, mail_receiver picks up email from spool directory
+
+Questions:
+
+ * what is the best way to have postfix write a message to a spool directory?
+ There is a built-in facility for saving to a maildir, so we could just
+ specify a common maildir for everyone. alternately, we could pipe to a
+ simple command that was responsible for safely saving the file to disk. a
+ third possibility would be to have a local long running daemon that spoke
+ lmtp that postfix forward the message on to for delivery.
+ * if virtual_alias_maps comes after check_recipient_access, then a user with
+ aliases set but who is over quota will not be able to forward email. i think
+ this is fine.
+ * if we are going to support forwarding, we should ensure that the message
+ gets encrypted before getting forwarded. so, postfix should not do any
+ forwarding. instead, this should be the job of mail_receiver.
+
+Considerations:
+
+ 1. high load should fill queue, not crash pipeline: It is important that the
+ pipeline be able to handle massive bursts of email, as often happens with
+ email. This means map lookups need to be very fast, and when there is a high
+ load of email postfix should not be waiting on the mail receiver but must be
+ able to pass the message off quickly and have the slower mail receiver churn
+ through the backlog as best it can.
+ 2. don't lose messages: It is important to not lose any messages when there is
+ a problem. So, generally, a copy of an email should always exist in some spool
+ somewhere, and that copy should not be deleted until there is confirmation
+ that the next stage has succeeded.
+
+## alias_resolver ##
+------------------------------
+The alias_resolver will be a daemon running on MX servers that handles lookups
+in the user database of email aliases, forwards, quota, and account status.
+
+Communication with:
+
+ 1. postfix:: alias_resolver will be bound to localhost and speak postfix's
+ very simple [tcp map protocol -> http://www.postfix.org/tcp_table.5.html].
+
+ 2. couchdb:: alias_resolver will make couchdb queries to a local http load
+ balancer that connects to a couchdb/bigcouch
+ cluster. [directly accessing the couch->https://we.riseup.net/leap+platform/querying-the-couchdb]
+ might help getting started.
+
+### Discussion: ###
+
+ 1. we want the lookups to be fast. using views in couchdb, these should be
+ very fast. when using bigcouch, we can make it faster by specifying a read
+ quorum of 1 (instead of the default 2). this will make it so that only a
+ single couchdb needs to be queried to find the result. i don't know if this
+ would cause problems, but aliases don't change very often.
+
+alias_resolver will be responsible for two map lookups in postfix:
+
+#### check_recipient ####
+-------------------------
+postfix config:
+
+@check_recipient_access tcp:localhost:1000@
+
+postfix will send "get username@domain.org" and alias_resolver should return an
+empty result ("200 \n", i think) if postfix should deliver email to the
+user. otherwise, it should return an error. here is example response, verbatim,
+that can be used to bounce over quota users:
+
+```
+200 DEFER_IF_PERMIT Sorry, your message cannot be delivered because the
+recipient's mailbox is full. If you can contact them another way, you may wish
+to tell them of this problem.
+```
+
+"DEFER_IF_PERMIT" will let the other MX know that this error is temporary and
+that they should try again soon. Typically, an MX will try repeatedly, at
+longer and longer intervals, for four days before giving up.
+
+#### virtual alias map ####
+---------------------------
+postfix config:
+
+@virtual_alias_map tcp:localhost:1001@
+
+postfix will send "get alias-address@domain.org" and alias_resolver should
+return "200 id_123456\n", where 123456 is the unique id of the user that has
+alias-address@domain.org.
+
+couchdb should have a view that will let us query on an (alias) address and
+return the user id.
+
+note: if the result of the alias map (e.g. id_123456) does not have a domain
+suffix, i think postfix will use the 'default transport'. if we want it to use
+the virtual transport instead, we should append the domain (eg
+id_123456@example.org). see
+http://www.postfix.org/ADDRESS_REWRITING_README.html#resolve
+
+
+### Current status: ###
+The current implementation of alias_resolver is in
+leap-mx/src/leap/mx/alias_resolver.py.
+
+The class ```alias_resolver.StatusCodes``` deals with creating SMTP-like
+response messages for Postfix, speaking Postfix's TCP Map protocol (from item
+#1).
+
+As for Discussion item #1:
+
+It might be possible to use
+[python-memcached](https://pypi.python.org/pypi/python-memcached/) as an
+interface to a [memcached](http://memcached.org/) instance to speed up database
+lookups, by keeping an in memory mapping of recent request/response
+pairs. Also, Twisted now (I think as of 12.0.0) ships with a protocol for
+handling Memcached servers, this is in ```twisted.protocols.memcache```. This
+should be prioritised for later, if it is decided that querying the CouchDB is
+too expensive or time-consuming.
+
+Thus far, to speed up alias lookup, an in-memory mapping of alias<->resolution
+pairs is created by ```alias_resolver.AliasResolverFactory()```, which can be
+optionally seeded with a dictionary of ```{ 'alias': 'resolution' }``` pairs
+by doing:
+~~~~~~
+>>> from leap.mx import alias_resolver
+>>> aliasResolverFactory = alias_resolver.AliasResolverFactory(
+... addr='1.2.3.4', port=4242, data={'isis': 'isis@leap.se',
+... 'drebs': 'drebs@leap.se'})
+>>> aliasResolver = aliasResolverFactory.buildProtocol()
+>>> aliasResolver.check_recipient_access('isis')
+200 OK Others might say 'HELLA AWESOME'...but we're not convinced.
+~~~~~~
+
+TODO:
+ 1. The AliasResolverFactory needs to be connected to the CouchDB. The
+ classmethod in which this should occur is ```AliasResolverFactory.get()```.
+
+ 2. I am not sure where to get the user's UUID from (Soledad?). Wherever we get
+ it from, it will need to be returned in
+ ```AliasResolver.virtual_alias_map()```, and if we want Postfix to hear about
+ it, then that response will need to be fed into ```AliasResolver.sendCode```.
+
+ 3. Other than those two things, I think everything is done. The only potential
+ other thing I can think of is that the codes in
+ ```alias_resolver.StatusCodes``` might need to be urlencoded for Postfix to
+ accept them, but this is like two lines of code from urllib.
+
+
+
+## mail_receiver ##
+
+the mail_receiver is a daemon that runs on incoming MX servers and is
+responsible for encrypting incoming email to the user's public key and saving
+the email to an incoming queue database for that user.
+
+communicates with:
+
+ * message spool directory:: mail_reciever sits and waits for new email to be
+ written to the spool directory (maybe using this
+ https://github.com/seb-m/pyinotify, i think it is better than FAM). when a
+ new file is dumped into the spool, mail_receiver reads the file, encrypts
+ the entire thing using the public key of the recipient, and saves to
+ couchdb.
+ * couchdb get:: mail_receiver does a query on user id to get back user's
+ public openpgp key. read quorum of 1 is probably ok.
+ * couchdb put:: mail_receiver communicates with couchdb for storing encrypted
+ email for each user (eventually, mail_receiver will communicate with a local
+ http proxy, that communicates with a bigcouch cluster, but the api is
+ identical)
+
+discussion:
+ * i am not sure if postfix adds a header to indicate to whom a message was
+ actually delivered. if not, this is a problem, because then how do we know
+ what db to put it in or what public key to use? this is perhaps a good
+ reason to not let postfix handle writing the message to disk, but instead
+ pipe it to another command (because postfix sets env variables for stuff
+ like recipient).
+
+ * should the incoming message queue be a separate database or should it be
+ just documents in the user's main database with special flags?
+
+ * whenever possible, we should refer to the user by a fixed id, not their
+ username, because we want to support the ability to change usernames. so,
+ for example, database names should not be based on usernames.
+
+### Current Status: ###
+None of this is done, although having it be a separate daemon sound weird.
+
+You would probably want to use ```twisted.mail.mail.FileMonitoringService``` to
+watch the mailbox (is the mailbox virtual or a maildir or mbox or?)
diff --git a/README.md b/README.md
index 52d6d16..5b4ccf3 100644
--- a/README.md
+++ b/README.md
@@ -1,22 +1,22 @@
leap_mx
=======
**Note:** Currently in development. Feel free to test, and please [report
- bugs](mailto:isis@leap.se).
+ bugs on our tracker](https://we.riseup.net/leap/mx) or [by email](mailto:isis@leap.se).
An asynchronous, transparently-encrypting remailer for the LEAP platform,
using BigCouch/CouchDB and PGP/GnuPG, written in Twisted Python.
## [install](#install) ##
-=========================
-[tl;dr](#tl;dr)
### [virtualenv](#virtualenv) ###
=================================
+Impatient? Don't like virtualenvs? [tl;dr](#tl;dr)
+
Virtualenv is somewhat equivalent to fakeroot for python packages, and -- due
to being packaged with copies of pip and python -- can be used to bootstrap
its own install process, allowing pip and python to be used with sudo.
-#### [installing without sudo] ####
+#### installing without sudo ####
To install without using sudo, a bootstrap script to handle the setup process
is provided. It does the following:
@@ -38,7 +38,7 @@ $ ./bootstrap
$ workon leap_mx
~~~
-#### [installing in a regular virtualenv] ###
+#### installing in a regular virtualenv ###
To install python, virtualenv, and get started, do:
~~~
@@ -62,8 +62,20 @@ Although, **it is advised** to install inside a python virtualenv.
## [running](#running) ##
=========================
-To get running, clone this repo, and (assuming you've already set up your virtualenv and obtained all the requirements) do:
+To get running, clone this repo, and (assuming you've already set up your
+virtualenv and obtained all the requirements) do:
~~~
$ ./start_mx.py --help
-~~~ \ No newline at end of file
+~~~
+
+## [hacking](#hacking) ##
+=========================
+Please see the HACKING and DESIGN docs.
+
+Our bugtracker is [here](https://leap.se/code/projects/eip_server/issue/new).
+
+Please use that for bug reports and feature requests instead of github's
+tracker. We're using github for code commenting and review between
+collaborators.
+