Standard WG Meeting - October 24th, 2024

[kriswest]

Date

Thursday 24th October 2024 - 10am (US eastern timezone EDT) / 3pm (London, BST)

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Note: Meeting participants are expected to accept the terms of the FDC3 license (Community Specification License), understand the governance process and have a CLA in place.

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Agenda

• Convene & roll call, review meeting notices (5mins)
• Review action items from previous meeting (5mins)
  • Standard WG Meeting - September 26th, 2024 #1364
• Proposal of a new FDC3 Editor (Derek Novavi @novavi) and new FDC3 maintainer (Lizaveta Kemereva @kemerava)
• window.fdc3 should be marked as optional #1385
• Conformance test definitions for FDC3 2.2
• Discussion of issues in scope for FDC3 2.3, e.g.:
  • Context Clearing #1197
  • Standardize the representation of currency pairs by fdc3.instrument #1291
  • Add property to support analytics across apps #1290
  • Add a notes field to trade, order and product types #1373 & Add product type field to Product #1374
  • Question: Documentation or Types for Desktop Agent implementation of App Directory #1382
  • Clarify: What should happen on repeated listener addition for the same contextType/intent #1390
  • See all candidate issues
• AOB & Adjourn (5mins)

Minutes

• Proposal of a new FDC3 Editor (Derek Novavi @novavi) and new FDC3 maintainer (Lizaveta Kemereva @kemerava)
  • @kriswest proposed @novavi as an FDC3 Editor and received consent from the meeting to appoint
  • @kriswest proposed @kemerava as an FDC3 maintainer and received consent from the meeting to appoint
• window.fdc3 should be marked as optional #1385
  • The issue was reviewed and highlighted as an omission from the fdc3-for-web PR, one that was very much intended to be included as a core part of the intended changes - but also as a historical error in earlier FDC3 versions (as it has never been the case that window.fdc3 is always set, or we would not have needed to define an fdc3Ready event (see https://fdc3.finos.org/docs/api/spec#api-access)
    • @kriswest requested and received consent of the meeting to add the PR from @Roaders to the fdc3-for-web branch before it is merged - @Roaders was thanked for pointing out this omission!
    • Some knock-on effects of the change in methods.ts were discussed (e.g. the need for null checks/typeguards)
    • There was additional discussion of the purpose of the functions in methods.ts and whether they should be deprecated (fdc3Ready is superseded by getAgent, enabling es6-style imports of functions is not adding much, it can also be achieved via destructuring with one line of code etc.)
      • There was consensus that these functions should be deprecated in 2.2 and removed in a future major version (FDC3 3.0).
• Conformance test definitions for FDC3 2.2
  • @kriswest demonstrated where conformance test definitions live in the Standard's repo and asked that PR authors add new test definitions to their PRs where necessary - it was agreed that details on doing so should be added to the proposed PR template.
    • The conformance test definitions do not appear in the Standard's website. However, at least two participating firms have recently been referred to the test definitions to better understand the Standard, hence, it was proposed that they should be accessible through the website in future.
• @kriswest provided a short review of issues proposed for the FDC3 2.3 scope, how to see the list (see all candidate issues) and asked that participants flag to him or [email protected] or comment directly on any issues that they would like to see discussed at a future meeting.
  • The list does not yet include issues or PRs relating to the work of the Identity and Threat Modelling discussion group, which expects to include some key additions that have already been explored by firms (as demonstrated at OSFF https://www.youtube.com/watch?v=KLe0pdeCE-0) @Yannick-Malins @paulgoldsmith

Action Items

• @kriswest to propose a Pull request template, to include review criteria for the FDC3 repository, which should include checking that:
  • a CHANGELOG.md entry was included
  • any necessary additions needed to conformance test definitions were made
  • changes applied to docs were also applied to TS files and schemas where necessary
  • code generation functions were run and results added to the PR for any schema changes
  • etc.
• @robmoffat / FINOS to add @novavi and @kemerava to the fdc3-editors and fdc3-maintainers teams (respectively), the fdc3-maintainers google group, and fdc3-maintainers slack channel etc.
• @kriswest and other PR authors to add text definitions of conformance test cases to their PRs (https://github.com/finos/FDC3/tree/main/toolbox/fdc3-conformance)
• @kriswest to raise an issue to deprecate the fdc3Ready function and es6-style functions from methods.ts as superseded by getAgent
• @bingenito to set up a meeting to walkthrough the fdc3-dotnet 2.1 update PR and facilitate review
  • issue: Update to FDC3 2.1 fdc3-dotnet#74
  • PR: Update to 2.1 specification fdc3-dotnet#141

Rolled over from previous meetings:

• @finos/fdc3-editors and @finos/fdc3-maintainers to complete review of FDC3 for Web specification #1191 and merge into the current (FDC3 2.2) draft
• FDC3 maintainers and interested contributors to revisit CommonJs vs ES6 #1351 as it should continue to be possible to publish a combined CommonJS and ES6 module, or to raise an alternative proposal.
• All encourage review of the fdc3-dotnet 2.1 update:
  • issue: Update to FDC3 2.1 fdc3-dotnet#74
  • PR: Update to 2.1 specification fdc3-dotnet#141
• @finos/fdc3-maintainers Update the proposal for Support for Multiple Application Scopes (Agents) within a single window process #1250 to include a tear-down function for 'subAgents'.
• @kriswest add Add property to support analytics across apps #1290 to a future meeting agenda to determine what solution to select for the 2.3 scope
• @bingenito create an issue and PR to add the advice about consistent use of pascal case in enums in the API (implementation language and context docs (The Context Interface section after advice on union types).

Untracked attendees

Full name	Affiliation	GitHub username

[paulgoldsmith]

Paul Goldsmith / Morgan Stanley

[novavi]

Derek Novavi / S&P Global

[Roaders]

Giles Roadnight / Morgan Stanley

[kriswest]

Kris West / interop.io 🚀

[openfin-johans]

Johan Sandersson / Here™

[robmoffat]

Rob Moffat / FINOS 🔨

[kemerava]

Lizaveta (Elizabeth) Kemerava / Blackrock

[VedPrakashJha-FMR]

Ved Jha / Fidelity Investments

[bingenito]

Brian Ingenito/ Morgan Stanley

[watson-ew]

Chris Watson / Elgin White 👋