Standard WG Meeting - February 22nd, 2024

[kriswest]

Date

Thursday 222nd Feb 2024 - 10am (US eastern timezone EST) / 3pm (London, GMT)

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Agenda

• Convene & roll call, review meeting notices (5mins)
• Review action items from previous meeting (5mins)
  • Standard WG Meeting - January 25th, 2024 #1147
• Announcements (<5mins)
  • Buyside Roundtable
  • Use cases discussion group
• Adoption of fdc3-dotnet as the official binding for FDC3 in .NET/C# (Vote!) (5-15mins)
• New or updated issues: (20 mins)
  • Replace existing Context pages with JSON schema definitions #1068
  • Add event listeners (for non-context events) to the Desktop Agent API (e.g. for changes to the current User channel) #1136
  • Refactoring ContextTypes to union type (instead of enum) #1138
  • Adding debugging information to help app developers trace broadcast storms #1142
• Contribution opportunities (issues in need of a PR) (5mins):
  • Add vendor agnostic default window size and position settings to the App Directory app definition format #564
  • Intent Proposal: Create or Update Profile #591
  • Allow an AppD application record to reference other apps that are *required* for it to run #674
  • Add /intents and /contexts endpoints to the AppD API #719
  • Improve OpenAPI (REST) documentation for the website with a docusaurus plugin #1001
  • Custom application config, retrievable via a standardized function #1006
  • Remove defunct version field from IntentResolution #1053
  • Missing desktopAgent from ImplementationMetadata #1057
  • Replace tsdx use in build of the FDC3 NPM module #1061
  • FDC3 should avoid union types in contexts and other objects #1105
  • Add event listeners (for non-context events) to the Desktop Agent API (e.g. for changes to the current User channel) #1136
• AOB & Adjourn (5mins)

Minutes

• An action item was rolled over from the previous meeting.
• Announcements
  • Trying to get more involvement in FDC3 from Buy-side firms
    • A buyside roundtable was held to promote FDC3 involvement to buy side firms
    • FINOS board pushing for Sell-side & Buy-side firm integrations (sell-side as Software providers to buy-side orgs)
  • It is proposed that we rebrand and rethink the Context & Intents Discussion group to focus on business use case discussions, as agreed use cases are what drive Intent and Context proposals.
    • A specific effort should be made to recruit buy-side stakeholders for these meetings
  • Consent was sought and given to make the change to the group, which @mistryvinay will continue to chair.
• .NET binding for FDC3
  • A brief overview of the proposed .NET API signatures was again provided by @bingenito, with a summary of the agreed process for adoption provided by @kriswest
  • Consent was sought and given to adopt fdc3-dotnet as the .NET/C# binding for FDC3
    • The PR to incorporate the new binding into the FDC3 documentation must now be completed and reviewed by the FDC3 maintainers for inclusion in the FDC3 documentation
      • Content for the 'Supported Platforms' page is the main outstanding item, which should include or link to documentation of any software tools provided.
      • A new Standard version need not be issued as the C# binding was written against FDC3 2.0 and work on a 2.1 update is underway.
      • Further representations or comments on the adoption maybe submitted and considered until the above PR is completed and merged by the FDC3 maintainers.
• Open issues
  • Replace existing Context pages with JSON schema definitions #1068
    • In need of review by maintainers and editor
  • Add event listeners (for non-context events) to the Desktop Agent API (e.g. for changes to the current User channel) #1136
    • A summary of the proposed User Channel change event was provided
      • Relevant to recent conversation in #fdc3 channel
    • @bingenito: could we be more generic/future proof and make the function addEventListener, allowing it to be used for other future events?
      • @novavi: connection events might be needed in FDC3 for the Web
      • @julianna-ciq: What about make these Join & Leave channel events, rather than a change channel event?
        • Would help future proof if we ever decide to accept Allow Desktop Agent To Join Multiple Channels #242 - a number of FDC3 participants already support multi-channel and/or directional channel membership
      • Define an event object, with enum or union for types, some detail fields etc.
        • Sub types or specified values for specific event types
        • Possible to support custom/vendor specific events through the same mechanism
      • Channels created and other apps joining and leaving channels
        • @kriswest related past objections (that he doesn't necessarily agree with but thought should be referenced) from FDC3 maintainers related to data leakage and security by obscurity, when similar proposals were raised in the past
          • Identity/authorisation features being discussed for FDC3 may help to resolve those objections (Desktop owner and Desktop Agent may be able to differentiate between apps that should have access to the information, and those that should not)
          • PrivateChannels have specific features related to apps joining and leaving and are intended to help with data streaming lifecycles or controlled access to interop and should probably be used for this
      • The proposal should be updated along the lines discussed and brought back for further discussion
    • Refactoring ContextTypes to union type (instead of enum) #1138
      • There was general agreement that the proposed changes are an improvement and that there are small use cases for including lists of standardized intent/context ids that are usable at runtime, in addtion to type definitions that include these. - There is no change to the Standard if the code is non-breaking (so existing enums should remain).
        • There was some discussion of the possibleContexts functionality for intents. This is less useful as the possibleContexts are not an actual restriction in the standard and don't really have a bearing on what contexts apps may accept for intents - that is usually defined in an appD by an app itself and the use of a proprietary type is absolutely allowed.
        • This content was likely provided to suggest valid Standard context types to use - i.e. it is just informative and could/should be removed from the PR to 'keep it simple' - unless the author wishes to support its addition with an additional use case.
    • Adding debugging information to help app developers trace broadcast storms #1142
      • @julianna-ciq provided an overview of the use case behind this proposal.
        • A number of participating firms picked up the discussion and related some past experiences as well as interest in making some form of enhancement to support.
        • There was some discussion of the name for an element or field as threadId was not popular, traceId was suggested.
        • @kriswest indicated that there are a couple of possible approaches to this: adding an element to the base context shcema, that could then be used with any derived context types OR introducing additional arguments to API functions (e.g. broadcast and raiseIntent) that would allow the DA to return the data in the optional ContextMetadata element which currently provides the originating app identity.
        • An additional use case was suggested, relating to providing analytics over FDC3 interactions, for example reported over OpenTelemetry or another analytics platform.
          • Single user interaction or event can end up spanning multiple FDC3 API calls (broadcasts and raised intents etc.) to or from multiple applications. Better analytics can be provided if these events can be tied together, which a desktop agent can't do reliably on its own as different interactions can overlap in both time and the applications involved. Rather it is the applicaitons themselves that need to indicate that a particular broadcast or intent related to a particular interaction or follows on from a previous broadcast/intent. These might be immediate (I've received this, so I send that out) or delayed (some action was taken, the user is involved and then an unspecificed time later initiates another action/api call in response).
        • An FDC3 maintainer suggested that these use cases were sufficiently important and common that we should consider making this required (MUST) in future versions
          • @kriswest indicated that such a change would be breaking and would therefore require an FDC3 3.0 version. We should instead introduce any such change as a SHOULD or MAY in the meantime.
        • There was general consensus that, by taking a view/providing a recommendation on how to do this, the standard can promote a common approach that will be more often usable across multiple applications.
      • Discussion of this issue was curtailed by the end of the meeting and it was resolved to pick it up at the next meeting. @julianna-ciq offered to update the issue based on the discussion.

Action Items

• @finos/fdc3-maintainers Raise a PR to resolve FDC3 should avoid union types in contexts and other objects FDC3 should avoid union types in contexts and other objects #1105
• @bingenito & @kriswest to complete PR Adding .NET signatures to FDC3 documentation #1108 and submit for review
• @mistryvinay & @robmoffat re-brand the Contexts & Intents discussion group and @fdc3-maintainers to recruit participants (particularly from buy-side firms)
• @finos/fdc3-maintainers review Replace existing Context pages with JSON schema definitions #1068 and provide feedback
• @finos/fdc3-maintainers review Refactoring ContextTypes to union type (instead of enum) #1138 and provide feedback
• @kriswest update the proposal for Add event listeners (for non-context events) to the Desktop Agent API (e.g. for changes to the current User channel) #1136 as discussed (generic addEventListener function for future proofing) and add to a future meeting agenda for further discussion.
• Add Add event listeners (for non-context events) to the Desktop Agent API (e.g. for changes to the current User channel) #1136, Refactoring ContextTypes to union type (instead of enum) #1138 and Adding debugging information to help app developers trace broadcast storms #1142 to the next meeting agenda - each PR or issue should be updated to reflect changes proposed.

Untracked attendees

Full name	Affiliation	GitHub username

[bingenito]

Brian Ingenito / Morgan Stanley

[novavi]

Derek Novavi / S&P Global

[robmoffat]

Rob / FINOS 🐷

[headsphere]

Nick Head / T Rowe Price

[julianna-ciq]

Julianna Langston / Interop.io

[openfin-johans]

Johan Sandersson / OpenFin 🎁

[kriswest]

Kris West / interop.io 🚀

[timjenkel]

Tim Jenkel / Wellington

[jasonmdorsey]

Jason Dorsey / NatWest Markets

[hughtroeger]

Hugh Troeger / FactSet