Editing Microkernel/Requirements (section)

= Logos Microkernel Software Requirements Specification (SRS) =

Version 1.0
Prepared by Jarrad
2024-12-25

<span id="introduction"></span>
== 1. Introduction ==

<span id="purpose"></span>
=== 1.1 Purpose ===

This Software Requirements Specification (SRS) document provides a detailed description of the Logos Microkernel, which serves as the foundation for a privacy-preserving, decentralized technology stack. The microkernel is designed to support a modular plugin(module) framework for a peer-to-peer (P2P) decentralised technology stack with a focus on privacy and resistance against state-level adversaries.

<span id="document-conventions"></span>
=== 1.2 Document Conventions ===

This document follows these conventions:
* Requirements are categorized as either Functional (FR) or Non-Functional (NFR)
* Priority levels are defined as:
** MUST: Essential requirement
** SHOULD: Important but not essential
** MAY: Optional requirement
* Requirements are uniquely identified using the format: [Category]-[Number]
* Example: FR-001, NFR-001

<span id="intended-audience-and-reading-suggestions"></span>
=== 1.3 Intended Audience and Reading Suggestions ===

This document is intended for:
* Software developers implementing the microkernel
* System architects designing higher-level components
* Security researchers evaluating the system
* Project stakeholders understanding system capabilities

Readers should first review sections 1 and 2 for a high-level understanding. Developers should focus on sections 3 and 4 for technical details. Security researchers should prioritize sections 4.3 and 5.2.

<span id="product-scope"></span>
=== 1.4 Product Scope ===

The Logos Microkernel is designed to:
* Provide a foundational layer for a decentralized technology stack
* Enable privacy-preserving P2P communication and computation
* Support modular plugin architecture for extensibility
* Facilitate secure and anonymous network communication
* Enable development of decentralized applications (dApps)

The microkernel will serve as the core component supporting higher-level services including:
* Network Overlays
* Module Manager (Package Manager & Dependency Resolution)
* A Peer Data Management System (Search & Content Discovery)
* Nomos (Private Multi-chain Network)
* Codex (Private Storage)
* Waku (Private Communications)

<span id="references"></span>
=== 1.5 References ===

# GNUnet Design Goals and Architecture
# Freenet Project Documentation
# IEEE 830-1998 SRS Guidelines

<span id="overall-description"></span>
== 2. Overall Description ==

<span id="product-perspective"></span>
=== 2.1 Product Perspective ===

The Logos Microkernel is a foundational component of a larger decentralized technology stack. It operates as an independent system that provides core module lifecycle management capabilities. The microkernel’s primary responsibility is to:

# Load and unload modules safely
# Manage module lifecycle states
# Provide isolation between modules
# Enable secure inter-module communication

The microkernel does not handle module dependency resolution, versioning, or discovery - these are responsibilities of a separate Module Manager component.

<span id="product-functions"></span>
=== 2.2 Product Functions ===

The major functions of the Logos Microkernel include:

# Module Lifecycle Management
#* Load modules into isolated environments
#* Initialize modules in a controlled manner
#* Monitor module health and resource usage
#* Gracefully terminate and unload modules
# Module Isolation
#* Enforce memory isolation between modules
#* Control access to system resources
#* Manage permissions and capabilities
# Inter-module Communication
#* Provide secure message passing between modules
#* Enforce communication policies and restrictions
#* Handle communication failures safely

<span id="user-classes-and-characteristics"></span>
=== 2.3 User Classes and Characteristics ===

The system serves several user classes:

# End Users
#* Interact through applications built on the platform
#* Require privacy and security
#* May have varying technical expertise
# Application Developers
#* Build dApps using the microkernel
#* Need clear APIs and documentation
#* Require reliable plugin system
# Node Operators
#* Run network infrastructure
#* Need monitoring and management tools
#* Require system stability
# Core Developers
#* Maintain and extend the microkernel
#* Need detailed technical documentation
#* Require testing and debugging tools

<span id="operating-environment"></span>
=== 2.4 Operating Environment ===

The microkernel must operate in the following environment:

* Hardware: Various architectures (x86_64, ARM)
* Operating Systems: Linux, potentially others
* Network: Internet-connected environments
* Resource Constraints: Varied (mobile to server)
* Security Context: Potentially hostile network environments

<span id="design-and-implementation-constraints"></span>
=== 2.5 Design and Implementation Constraints ===

The following constraints apply:

# Technical Constraints:
#* Must be implemented in systems programming languages (e.g., Nim, Rust)
#* Must support cross-platform compilation
#* Must operate with limited resources when needed
# Security Constraints:
#* Must implement strong cryptographic protocols
#* Must maintain privacy against state-level adversaries
#* Must isolate plugin components
# Regulatory Constraints:
#* Must use open-source licenses
#* Must protect user privacy

<span id="user-documentation"></span>
=== 2.6 User Documentation ===

The following documentation will be provided:

# Technical Documentation:
#* Architecture Overview
#* API Reference
#* Plugin Development Guide
#* Security Model Documentation
# Operational Documentation:
#* Installation Guide
#* Configuration Guide
#* Troubleshooting Guide
#* Best Practices

<span id="assumptions-and-dependencies"></span>
=== 2.7 Assumptions and Dependencies ===

Assumptions:
* Network connectivity is available but unreliable
* Users prioritize privacy over performance
* Hostile network environments are common

Dependencies:
* Cryptographic libraries
* Operating system capabilities

<span id="external-interface-requirements"></span>
== 3. External Interface Requirements ==

<span id="user-interfaces"></span>
=== 3.1 User Interfaces ===

The microkernel itself does not provide direct user interfaces but must support:

# Module Interface Requirements:
#* Standardized API for module integration
#* Error reporting mechanisms
#* Resource usage monitoring
#* Configuration management
# Management Interface Requirements:
#* Command-line interface for system control
#* Monitoring endpoints
#* Logging interface
#* Debug interfaces

<span id="hardware-interfaces"></span>
=== 3.2 Hardware Interfaces ===

The microkernel must interface with:

# Network Hardware:
#* Network interface cards
#* Wireless adapters
#* Virtual interfaces
# System Hardware:
#* CPU management
#* Memory management
#* Storage devices
#* Random number generators

<span id="software-interfaces"></span>
=== 3.3 Software Interfaces ===

Required software interfaces include:

# Operating System:
#* Process management
#* Memory management
#* File system access
#* Network stack access
# External Services:
#* Module repositories
#* Network bootstrapping services
#* Time synchronization services

<span id="communications-interfaces"></span>
=== 3.4 Communications Interfaces ===

The microkernel must support:

# Inter-process Communication:
#* Module communication
#* System service communication
#* Management interface communication

<span id="system-features"></span>
== 4. System Features ==

<span id="module-lifecycle-management"></span>
=== 4.1 Module Lifecycle Management ===

<span id="description"></span>
==== 4.1.1 Description ====

The Module Lifecycle Management system handles the loading, execution, and unloading of modules in a secure and controlled manner.

<span id="functional-requirements"></span>
==== 4.1.2 Functional Requirements ====

===== FR-001: Module States and Transitions =====
* The system MUST implement basic state management:
** Core module states:
*** LOADED: Module binary loaded but not initialized
*** RUNNING: Module actively executing
*** TERMINATED: Module execution completed
** Basic state transitions
** Basic consistency checks
** Basic notifications

* The system SHOULD support advanced states:
** Additional states:
*** INITIALIZING: Startup sequence
*** PAUSED: Temporarily suspended
*** TERMINATING: Cleanup in progress
** Complex state transitions
** Advanced consistency management
** Detailed state notifications

===== FR-002: Resource Management =====
* The system MUST implement basic resource control:
** Basic memory management:
*** Memory region allocation
*** Basic isolation
** Basic resource tracking:
*** CPU usage
*** Memory limits
*** Basic file handles
*** Basic leak prevention
*** Basic quotas

* The system SHOULD implement advanced resource management:
** Advanced tracking:
*** Detailed CPU scheduling
*** Fine-grained memory control
*** Complex handle management
*** Network resource control
** Advanced leak prevention
** Dynamic quota adjustment

===== FR-003: Security and Isolation =====
* The system MUST enforce memory isolation: 
** Separate address spaces per module
** Memory access control lists
** Stack and heap protection
* The system MUST implement basic security:
** Resource access control
** Basic capability management
** Revocation support
* The system SHOULD implement advanced security:
** Fine-grained capability controls
** End-to-end encryption between modules
** Message authentication
** Anti-tampering protections

===== FR-004: Error Handling and Recovery =====
* The system MUST handle basic errors:
** Module crashes
** Resource exhaustion
** Invalid state transitions
** Basic communication failures
* The system MUST provide basic recovery:
** Error isolation between modules
** Module restart capability
** Basic state recovery
* The system SHOULD support advanced recovery:
** Graceful degradation
** Complex failure handling
** Comprehensive state recovery
** Detailed audit logging

===== FR-005: Module Communication and Interaction =====
* The system MUST support fundamental communication:
** Basic IPC mechanisms:
*** Shared memory regions for data transfer
*** Message passing primitives
*** Lock-free queues for control messages
*** Memory protection between modules
** Core interaction patterns:
*** Direct communication channels
*** Event notification system
*** Publish/subscribe mechanisms
*** Request/response patterns
** Essential security:
*** Module authentication
*** Access control enforcement
*** Resource isolation
*** Message integrity verification

* The system MUST provide service management:
** Service discovery:
*** Module capability advertisement
*** Service endpoint discovery
*** Dynamic service binding
*** Version negotiation
** Capability management:
*** Resource access capabilities
*** Communication permissions
*** Service usage rights
*** Access tracking
* The system SHOULD implement performance features:
** Advanced IPC:
*** Zero-copy message passing
*** Direct memory access for trusted modules
*** NUMA-aware memory allocation
*** Memory mapped channels
** Performance optimizations:
*** Batching for small messages
*** Pipeline parallelism
*** Memory pre-allocation
*** Cache-line alignment
*** Thread affinity control
*** Dynamic buffer sizing
** Communication enhancements:
*** Fast-path for trusted modules
*** Asynchronous messaging with backpressure
*** Priority-based routing
*** Stream processing pipelines
* The system SHOULD support advanced security:
** Enhanced authentication:
*** Cryptographic identity verification
*** Trust level validation
*** Runtime integrity monitoring
** Advanced isolation:
*** Capability delegation controls
*** Fine-grained access control
*** Secure channel establishment
*** Optional encryption for sensitive data
* The system SHOULD implement network module privileges:
** Raw socket access capabilities
** Direct hardware interface access
** Priority scheduling options
** Enhanced resource quotas
* The system SHOULD provide performance guarantees:
** Quality of Service enforcement:
*** Bandwidth guarantees
*** Latency requirements
*** Priority levels
*** Resource reservations
** Resource allocation:
*** Dynamic thread pool management
*** Memory pre-allocation strategies
*** I/O scheduling priorities
*** CPU affinity control

===== FR-007: System Resource Management =====
* The system MUST provide basic OS resource access:
** Basic network integration:
*** Socket virtualization
*** Basic namespace isolation
*** Protocol registration
** Basic resource access:
*** File descriptor management
*** System call mediation
*** Device access control
* The system MUST implement basic virtualization:
** Basic network interfaces:
*** Basic traffic isolation
*** Protocol filtering
** Basic resource isolation:
*** Filesystem sandboxing
*** IPC control
*** Resource accounting
* The system MUST support basic configuration:
** Basic network settings:
*** Interface configuration
*** Protocol settings
** Basic system settings:
*** Access policies
*** IPC parameters
*** Basic monitoring
* The system SHOULD support advanced features:
** Advanced network features:
*** Complex traffic isolation
*** QoS management
*** Advanced routing
*** Traffic shaping
** Advanced resource management:
*** Fine-grained virtualization
*** Advanced monitoring
*** Performance tuning

===== FR-008: Module Verification and Security =====
* The system MUST implement basic verification:
** Basic signature checks
** Hash verification
** Version checks
* The system MUST provide basic integrity:
** Basic runtime validation
** Memory boundary checks
** Basic trust levels
* The system MUST support basic updates:
** Module replacement
** Basic state transfer

* The system SHOULD implement advanced security:
** Advanced integrity monitoring:
*** Control flow integrity
*** Deep runtime validation
** Advanced trust management:
*** Dynamic trust adjustment
*** Fine-grained access control
** Advanced update features:
*** Atomic updates
*** Complex state transfer
*** Rollback support

<span id="other-nonfunctional-requirements"></span>
== 5. Other Nonfunctional Requirements ==

<span id="performance-requirements"></span>
=== 5.1 Performance Requirements ===

==== NFR-001: Response Time ====
* The system MUST process messages within 100ms (TBD)
* The system SHOULD optimize for low latency
* The system MAY prioritize critical messages

==== NFR-002: Scalability ====
* The system MUST support thousands of peers
* The system SHOULD scale horizontally
* The system MAY adapt to network size

<span id="security-requirements"></span>
=== 5.2 Security Requirements ===

==== NFR-003: Hardware Security Integration ====
* The system SHOULD support hardware security features where available:
** Hardware encryption acceleration
** Memory protection mechanisms
* The system MUST gracefully degrade when hardware security features are unavailable
* The system SHOULD utilize secure enclaves when available

==== NFR-004: Cryptographic Security ====
* The system MUST implement basic cryptography:
** Standard cryptographic algorithms
** Basic key management
** Basic algorithm selection
* The system SHOULD implement advanced features:
** Quantum attack resistance
** Advanced key storage
** Algorithm agility
** Advanced cryptographic protocols

==== NFR-005: Privacy Protection ====
* The system MUST provide basic privacy:
** Basic traffic protection
** Basic metadata protection
** Basic data erasure
* The system SHOULD implement advanced privacy:
** Advanced traffic analysis prevention
** Perfect forward secrecy
** Comprehensive metadata protection
** Side-channel attack prevention

==== NFR-006: Recovery ====
* The system MUST support basic recovery:
** Basic crash handling
** Basic state recovery
** Basic integrity checks
* The system SHOULD support advanced recovery:
** Advanced crash consistency
** Power loss recovery
** Advanced integrity verification
** Forensic capabilities

<span id="software-quality-attributes"></span>
=== 5.3 Software Quality Attributes ===

==== NFR-007: Reliability ====
* The system MUST provide basic reliability:
** Basic failure handling
** Basic data integrity
** Basic failure isolation
** Basic monitoring
* The system SHOULD implement advanced reliability:
** Self-healing capabilities
** Advanced failure handling
** Comprehensive monitoring
** Advanced watchdog mechanisms

==== NFR-008: Maintainability ====
* The system MUST support basic maintenance:
** Basic modularity
** Basic documentation
** Basic debugging support
** Basic diagnostics
* The system SHOULD support advanced maintenance:
** Advanced debugging capabilities
** Live debugging features
** Advanced diagnostic tools
** Performance profiling

==== NFR-009: Auditability ====
* The system MUST provide basic auditing:
** Basic event logging
** Basic security events
** Basic log protection
** Basic log management
* The system SHOULD support advanced auditing:
** Detailed audit trails
** Advanced forensics
** Tamper-proof logging
** Advanced log rotation

<span id="business-rules"></span>
=== 5.4 Business Rules ===

==== NFR-010: Compliance ====
* The system MUST be open source
* The system MUST respect user privacy
* The system SHOULD follow standards

<span id="other-requirements"></span>
== 6. Other Requirements ==

# Legal Requirements
#* Compliance with open-source licensing
# Internationalization
#* Support for multiple languages
# Documentation Requirements
#* Technical specifications
#* API documentation
#* Security documentation
#* User guides
# Environmental Requirements
#* Energy efficiency
#* Resource optimization