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FDC3 Sail Project Meeting - 2026 October 12th #384
Description
Date & Time
2026 October 12th — 14:00 UTC
Zoom Details:
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Meeting ID: 95252800112
Meeting Passcode: 001816
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Meeting Notices
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FINOS Project leads are responsible for observing the FINOS guidelines for running project meetings. Project maintainers can find additional resources in the FINOS Maintainers Cheatsheet.
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All participants in FINOS project meetings are subject to the LF Antitrust Policy, the FINOS Community Code of Conduct and all other FINOS policies.
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FINOS meetings involve participation by industry competitors, and it is the intention of FINOS and the Linux Foundation to conduct all of its activities in accordance with applicable antitrust and competition laws. It is therefore extremely important that attendees adhere to meeting agendas, and be aware of, and not participate in, any activities that are prohibited under applicable US state, federal or foreign antitrust and competition laws. Please contact legal@finos.org with any questions.
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FINOS project meetings may be recorded for use solely by the FINOS team for administration purposes. In very limited instances, and with explicit approval, recordings may be made more widely available.
Tracking Attendance
Those logged in using the LF Meetings will be automatically tracked.
Purpose
The Sail call is where people see what's new, try it, and shape what comes next. Maintainer housekeeping happens async on GitHub.
Agenda
Target: 40 minutes total.
- Convene, antitrust notice, blockers only — action item status is in the table below (5 mins)
- Review action items from previous meeting FDC3 Sail Project Meeting - 2026 September 28th #379 (5 mins)
- Sail V3 (Rewrite Sail as the v3 browser Desktop Agent. #341): Decide: merge Rewrite Sail as the v3 browser Desktop Agent. #341 into main, or keep maintaining main separately (10 mins) - We need reviewers! — carried from FDC3 Sail Project Meeting - 2026 September 28th #379
- Consuming Sail / Composable Sail
- AOB & Adjourn (2 mins)
Discussion question (comment before the meeting)
Before the call, please comment on this issue: what would stop you using Sail V3, and what should we test first? Even a couple of lines helps shape the discussion.
Async — please comment on the issue/PR, not discussed in the call
- Track migration of fdc3-example-apps from @robmoffat/* to official FDC3 npm packages #264 — migration of fdc3-example-apps off
@robmoffat/*packages: example apps are now published as npm packages — confirm and close - Upgrade FINOS App Directory Apps to use FDC3 for the web. #163 — App Directory apps upgrade: agreed on FDC3 Sail Project Meeting - 2026 September 1st #351 to move to the FDC3 repo — close/redirect
- fix(da-impl): restore the test suite #344 — restore the test suite (PR review)
- Add a repository ruleset to main so branch protection is externally verifiable #350 — repository ruleset for main (issue), ties to fix: make the OSPS baseline assessment work, and declare Security Insights data #343
- Feature/issue 177 enhanced config screens #238 — config screens (Config Screens Are Low-Effort #177), stale, needs rebase
Action Items
- Take PR Rewrite Sail as the v3 browser Desktop Agent. #341 out of draft, resolve merge conflicts, rerun checks and update the PR description (@SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 14th #374, done: Rewrite Sail as the v3 browser Desktop Agent. #341 merged 19 Oct)
- Add instructions for building, running and testing Sail V3 with the FDC3 example apps to the website docs and the PR Rewrite Sail as the v3 browser Desktop Agent. #341 description (@SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 14th #374, done: in Rewrite Sail as the v3 browser Desktop Agent. #341 and the Development Guide)
- Email the FDC3 mailing list to announce PR Rewrite Sail as the v3 browser Desktop Agent. #341 is open for review and testing (@SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 14th #374)
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Review and test the PR Rewrite Sail as the v3 browser Desktop Agent. #341 branch, focusing on the Desktop Agent component and App Directory integration(@kriswest, from FDC3 Sail Project Meeting - 2026 September 14th #374, superseded: Rewrite Sail as the v3 browser Desktop Agent. #341 merged 19 Oct) - Set up documentation deployment (owner to be confirmed) (@robmoffat @SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 14th #374, done: live on Netlify at fdc3-sail.finos.org)
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Check out the PR Rewrite Sail as the v3 browser Desktop Agent. #341 branch, build and run Sail V3 locally, test with the FDC3 example apps and report what breaks(All attendees, from FDC3 Sail Project Meeting - 2026 September 14th #374, superseded: Rewrite Sail as the v3 browser Desktop Agent. #341 merged 19 Oct) - Follow up with attendees at the next meeting on testing progress and issues found (@SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 14th #374)
- Try the FDC3 example apps npm package in Sail and decide how to consume it (App Directory entry or npm package), relates to Track migration of fdc3-example-apps from @robmoffat/* to official FDC3 npm packages #264 (@SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 1st #351, done: Track migration of fdc3-example-apps from @robmoffat/* to official FDC3 npm packages #264 closed)
- Update the Sail README with how to reach the deployed version of Sail (stale OSFF New York 2024 references now removed) (@SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 1st #351)
- Clean up and finish the Docusaurus documentation site for Sail (@SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 1st #351)
- Decide the approach for Sail V3: merge Rewrite Sail as the v3 browser Desktop Agent. #341 into main, or keep maintaining main separately (@SeeWhatsOn @robmoffat, from FDC3 Sail Project Meeting - 2026 September 1st #351, done: Rewrite Sail as the v3 browser Desktop Agent. #341 merged into main 19 Oct)
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Pin cucumber and related dependencies to fix the failing tests, or remove the tests temporarily, relates to fix(da-impl): restore the test suite #344(@SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 1st #351, superseded: fix(da-impl): restore the test suite #344 closed, da-impl replaced by V3) - 2.2 conformance for Sail V3 — FDC3 3.0 + 2.2 Conformance Passing #378 (merged) passes 2.2 and 3.0 conformance on
main; still needed on V3 (@robmoffat @kriswest, from FDC3 Sail Project Meeting - 2026 July 6th #319, done: Get all Sail Shell UIs passing FDC3 2.2 conformance at 100% #352 closed) - Test and merge PR Feature/issue 177 enhanced config screens #238 (config screens, issue Config Screens Are Low-Effort #177) once rebased against main (@robmoffat, from FDC3 Sail Project Meeting - 2026 20th July #334, rebased 15 Oct, awaiting review)
- Progress the FDC3 testing package (Placeholder:Replace FDC3 testing module #322) (@robmoffat, from FDC3 Sail Project Meeting - 2026 20th July #334, done: Placeholder:Replace FDC3 testing module #322 closed)
- Get the conformance framework deployed and integrated into the FDC3 website (@kriswest, from FDC3 Sail Project Meeting - 2026 20th July #334, in progress: 3.0 published)
- Pre-triage the remaining open issues (close/update/label); continue before next meeting (@SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 28th #379, in progress: 28 open)
- Email Eric Linder and Jamil Ahmad to set up a technical side chat on making SavaNet apps FDC3-enabled and integrating them into Sail (@robmoffat, from FDC3 Sail Project Meeting - 2026 September 28th #379)
- Contact Rob Moffat and Chris Watson outside the main group to agree a goal or sample project for a proof of concept demo (Eric Linder, from FDC3 Sail Project Meeting - 2026 September 28th #379)
- Look at weaving SavaNet's financial data/apps into the FDC3 talk at OSFF New York (@SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 28th #379)
- Share the OSFF New York agenda in the chat for the group to review (@robmoffat, from FDC3 Sail Project Meeting - 2026 September 28th #379)
- Set up a meeting to discuss OpenBB Workspace coming into FINOS and how it affects the Sail roadmap (@robmoffat @SeeWhatsOn, from FDC3 Sail Project Meeting - 2026 September 28th #379)
- Create a separate GitHub project for FDC3/Sail agent skills, and open a PR/issue on Sail to tell the team about the work (@kziemski, from FDC3 Sail Project Meeting - 2026 September 28th #379, in progress: draft PR planned)
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Review PR Rewrite Sail as the v3 browser Desktop Agent. #341 (Rewrite Sail as the v3 browser desktop agent)(@robmoffat, from FDC3 Sail Project Meeting - 2026 September 28th #379, superseded: Rewrite Sail as the v3 browser Desktop Agent. #341 merged 19 Oct) -
Review PR Rewrite Sail as the v3 browser Desktop Agent. #341 and give feedback on whether the Desktop Agent works as a standalone piece with the existing UI(All attendees, from FDC3 Sail Project Meeting - 2026 September 28th #379, superseded: Rewrite Sail as the v3 browser Desktop Agent. #341 merged 19 Oct) - Open a draft PR to distribute consumable agent skills as npm packages, kept as a draft until V3 is no longer gated (@kziemski, new)
- Review Kryspin's draft agent skills PR once it is submitted (@robmoffat, new)
- Submit a PR for the cosmetic/UX issues found while road testing the V3 branch, including a simple search box on the App Directory page (@patrickboneill, new, in progress: sail-finance: emptied single-panel branch in a saved Dockview layout leaves a blank column #388 to sail-finance: remember each panel's user channel in its saved workspace #391 raised, fix(sail-finance): drop empty grid branches when restoring a Dockview layout #392 open)
- Update the hosted version of Sail (sail.fdc3.finos.org) to V3 (@robmoffat, new)
- Publish the FDC3 conformance framework version 2.2 (@kriswest, new)
- Review the consolidated Sail V3 branch once Rewrite Sail as the v3 browser Desktop Agent. #341 and Pluggable Sail Prototype #396 have been brought together (@kriswest, new)
Meeting Minutes
Attendees: Chris Watson (@SeeWhatsOn), Rob Moffat (@robmoffat), Kris West (@kriswest), Kryspin Ziemski (@kziemski), Patrick O'Neill (@patrickboneill), Youssef Qteishat, Jamil Ahmad (SavaNet), Kallal Mukherjee
Recap
The meeting focused on the development and deployment strategy for FDC3 Sail. Kryspin proposed a draft PR to make agent skills distributable as npm packages, a technique used by Vercel, to separate consumable skills from development skills. Patrick shared feedback from road testing the V3 branch: it looked great, with minor UX issues and room for a simple search box on the App Directory page. The group discussed how different organisations want to consume Sail, with Chris highlighting the need for both a friendly UI for beginners and a composable npm package for integrating into existing infrastructure. Youssef asked whether Sail was primarily for enterprise use, and Jamil shared his organisation's needs around onboarding, App Directory hosting and deployment within their existing web infrastructure. Rob and Chris presented their work on Sail V3: a componentised architecture with a headless desktop agent and multiple UI options (#341), plus Rob's PR on top of it (#396) adding FDC3 2.2 and 3.0 conformance. The conversation also covered the value of a server-side agent for multi-device sessions, and a plugin or middleware system for telemetry, access control and permissions. Kris confirmed the FDC3 conformance framework version 3.0 has been published.
Discussion
Agent skills as npm packages
- Kryspin will open a draft PR that separates consumable skills from development skills, distributing them as npm packages (similar to Vercel's approach).
- A deployment skill would scan
node_modulesfor versioned skills meant for consumption. - Rob approved the plan. The PR stays in draft until V3 is released.
App Directory and V3 feedback
- Patrick road tested the V3 branch. Minor UX issues found; a simple search box on the App Directory page would help.
- Chris noted there are two UIs in play (Sail One and FDC3 Finance), and Kris is exploring how to embed a desktop agent into existing UIs.
- Sail has moved from an Electron app to a web-based one, with an npm package as a likely next step.
How people want to consume Sail
- Chris: an introductory UI for people new to FDC3, plus the ability to plug Sail into existing systems for specialist projects.
- Patrick: a wizard for generating App Directories to cut onboarding friction.
- Youssef: confirmed the focus is enterprise use, not personal use.
- Kryspin: proposed a Tauri back end for wider distribution than Electron, including possible mobile support, while keeping React and other UI frameworks.
- Kris: Electron deployment is being deprecated in V3 in favour of the web, due to maintenance cost. Componentisation means different UIs can sit over the same back end, including a new Dockview-based UI that could be contributed back.
- Jamil: evaluating application experience, App Directory set-up and deployment. Their Angular product runs on a subdomain; asked whether Sail needs a subdomain or subdirectory.
- Rob: a hosted Sail would give easy access to FDC3 learning materials and a place to demonstrate AI governance.
Sail V3 structure (#341 and #396)
- Chris presented the V3 monorepo: independent components, including a desktop agent that runs in the browser and works with different UIs.
- Rob's Pluggable Sail Prototype #396 builds on Rewrite Sail as the v3 browser Desktop Agent. #341: FDC3 2.2 and 3.0 conformance, published example apps, and a test matrix across Sail versions and UIs.
- The 637 touched files are mostly package renames and refactoring, adding packages such as Sail Conformance Harness and Sail Headless Agent.
- Chris and Rob will go through the files in detail, covering dependency management, duplication between UIs, the server-side implementation and scalability.
Deployment options
- Tension between a flexible toolbox of components and keeping it simple.
- The Sail Browser Agent holds the browser-dependent parts. The core FDC3 routing runs in the headless agent, which can run anywhere.
- The server-side version runs in Node.js on the FINOS cloud and supports multi-tenancy. Future uses include connecting Java apps and letting multiple devices join the same session.
Bridging and plugins
- Youssef suggested a Slack bot rather than a mobile client. Kris explained the WebSocket-based bridging and Symphony's earlier FDC3 actions in chat messages.
- Plugin use cases: telemetry, translation, access control, permissions. Rob asked for these to be documented and noted permission requests may need to be core rather than a plugin.
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robmoffat commentedon Oct 12, 2026
Round-the-Room Uses
@SeeWhatsOn - Some introductory UI for people who've never used FDC3 before. Has seen customers wanting to embed this into their existing apps. Posits that another firm is a good example of this. Intent Resolver, Channel Management - this should all be hook-able.
Patrick - Wizard for generating the app directory? His firm are quite advanced in FDC3, but wants to make it easier. Would like ti to be easier for people to get up and running with Sail. Gets called in to help when asked to get it running - where are the files located etc.
Youssef - agrees with Patrick & Chris - features for beginners to help speed up onboarding within an enterprise setting.
Kryspin - having FDC3 as a component architecture and then using it as the hosting layer for a reference architecture. Has been considering a Tauri back-end, which would allow a wider distribution than having the electron hosting approach. Needs a common layer for a personal suite of financial services deployments. Interested in Native deployment.
Kris - Componentisation of Sail, different front-ends. Call Centre use case. Prescribed layouts, rather than user-customisable ones.
Jamil - No FDC3 experience, so a fresh start - how easy is it to get started. Hosting. Deployment. their angular product has a subdomain - do they need it to work somewhere else?
Kallal - permanently muted.
Rob - 1. Learning materials. AI Governance.
robmoffat commentedon Oct 12, 2026
Pluggable