Editing Codex/Requirements

<span id="software-requirements-specification"></span>
= Software Requirements Specification =
for Codex: A Decentralized Data Distribution &amp; Persistence Module

Version 1.0, Prepared by Jarrad Hope 2024-12-28

<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 Codex decentralized data distribution and persistence module. It outlines the functional and non-functional requirements for implementing a robust, censorship-resistant storage layer for the Logos tech stack.

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

The following conventions are used in this document:
* “MUST” indicates a requirement that is essential for the Minimum Viable Product (MVP)
* “SHOULD” indicates a requirement planned for subsequent releases
* “MAY” indicates an optional requirement that could be implemented
* Technical terms are defined in Appendix A: Glossary

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

This document is intended for:
* Software developers implementing the Codex system
* System architects designing the overall Logos tech stack
* Quality assurance testers verifying system functionality
* Project managers overseeing development
* Storage providers and clients who will use the system

Readers should first review Section 1 for an overview, then:
* Developers should focus on Sections 3 and 4
* System architects should focus on Sections 2 and 5
* Storage providers should focus on Sections 4.3 and 4.6
* Clients should focus on Sections 4.1 and 4.3

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

Codex is a decentralized storage protocol that serves as the storage layer for the Logos tech stack.

# Primary Focus
#* Optimized for Logos module delivery and persistence
#* Designed for decentralized application storage
#* Integrated with Logos Module Manager for secure module distribution
#* Supports web hosting and content delivery
# Core Features
#* Strong censorship resistance through decentralized storage
#* High durability guarantees (99.99%) through erasure coding
#* Efficient storage proofs using zero-knowledge proofs
#* Market-based incentive structure for storage providers
#* Cross-component integration within Logos architecture
# Architecture Integration
#* Works alongside Nomos (agreement layer)

The system provides robust decentralized storage while maintaining optimizations for the Logos ecosystem.

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

# Codex Whitepaper
# Codex Architecture Document
# IEEE 830-1998 SRS Guidelines
# Logos Module Manager (Modman)

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

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

Codex is a core component of the Logos tech stack, serving as its decentralized storage layer. It provides:

# Module Storage and Delivery
#* Secure storage and delivery of Logos modules
#* Integration with Logos Module Manager
#* Version management and verification
# Web Hosting and Content Delivery
#* Static website hosting
#* Dynamic content delivery
#* Content addressing and resolution
#* CDN-like distribution
# Archival Cold Storage for large datasets
# System Integration
#* Blockchain networks for marketplace operations
#* Storage providers for data persistence
#* Client applications for data access
#* Nomos for consensus operations

The system operates independently of centralized services, relying instead on a network of decentralized nodes.

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

The major functions of Codex include:

# Storage Functions
#* Hot storage for frequently accessed modules and web content
#* Cold storage for large archival datasets
#* Data storage and retrieval with strong durability guarantees
#* Erasure coding for data redundancy
# Verification Functions
#* Zero-knowledge proofs for storage verification
#* Marketplace for storage providers and clients
#* DHT-based content discovery
#* Automated data repair mechanisms
# Management Functions
#* Node operations and monitoring (MUST)
#* Basic data lifecycle tracking (MUST)
#* Storage class optimization (SHOULD)
#* Access pattern analysis (SHOULD)

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

# Storage Providers
#* Provide storage capacity to the network
#* Run storage nodes with high uptime
#* Technical expertise in node operations
#* Motivated by economic incentives
# Storage Clients
#* Store and retrieve data from the network
#* May have varying technical expertise
#* Include both individuals and applications
#* Concerned with data durability and costs
# Aggregator Nodes (Future)
#* Provide specialized services for proof generation
#* High computational resources
#* Technical expertise in cryptography
#* Optional participation in the network

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

The system MUST operate in a decentralized environment with:

* Various operating systems (Linux, Windows, MacOS)
* Different hardware configurations
* Unreliable network connections
* Varying node capabilities and resources
* Blockchain integration for marketplace operations

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

* MUST use erasure coding for data redundancy
* MUST implement zero-knowledge proofs for storage verification
* MUST be compatible with blockchain networks for marketplace operations
* MUST operate in a fully decentralized manner
* MUST support content-addressable storage
* MUST handle network partitions and node failures
* SHOULD minimize resource requirements for basic participation

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

The following documentation MUST be provided:

* Installation and setup guides for different node types
* API documentation for client integration
* Storage provider operation manual
* Marketplace participation guide
* Troubleshooting guide
* Security best practices

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

Assumptions:
* Network participants have basic internet connectivity
* Storage providers can maintain reasonable uptime
* Blockchain networks are available for marketplace operations

Dependencies:
* Availability of blockchain networks for smart contracts
* Cryptographic libraries for zero-knowledge proofs
* DHT implementation for content discovery
* Erasure coding libraries

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

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

The system MUST provide:

# Command Line Interface (CLI)
#* For node operation and management
#* For data storage and retrieval operations
#* For marketplace interactions
# Programming APIs
#* SDK for application integration
#* Interface for storage operations
#* Interface for marketplace interactions

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

The system MUST:
* Support standard storage devices (HDDs, SSDs)
* Support standard network interfaces
* Operate within resource constraints of consumer hardware
* Support varying hardware capabilities across different node types

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

The system MUST interface with:

# Blockchain Network
#* For marketplace smart contract operations
#* For proof verification
#* For payment processing
# Distributed Hash Table (DHT)
#* For content discovery
#* For peer discovery
#* For provider record management
# Logos Module Manager
#* For module delivery
#* For module verification
#* For module storage

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

The system MUST implement:

# P2P Network Protocol
#* For node discovery and communication using Kademlia topology
#* For data transfer between peers with logarithmic routing
#* Supporting multiple transport protocols
#* Implementing forwarding Kademlia for anonymous retrieval
#* Supporting quasi-permanent peer connections
#* Maintaining proximity-based peer selection
# Storage Protocol
#* For data storage and retrieval operations
#* For proof generation and verification
#* For repair coordination
#* For chunk synchronization between peers
#* For push syncing operations
#* The system SHOULD support storage class management
#* The system SHOULD implement cold storage operations
#* The system SHOULD support pull syncing
#* The system SHOULD implement opportunistic caching
# Marketplace Protocol
#* For storage request posting
#* For slot reservation and fulfillment
#* For proof submission
#* For incentive distribution
#* The system SHOULD support payment channels
#* The system MUST manage stake requirements

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

<span id="erasure-coding-and-data-redundancy"></span>
=== 4.1 Erasure Coding and Data Redundancy ===

<span id="description-and-priority"></span>
==== 4.1.1 Description and Priority ====

Core mechanism for ensuring data durability through redundancy. (Priority: High)

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

DAT-101: Data Splitting and Organization
* The system MUST implement basic data splitting:
** Fixed-size block splitting
** Slot organization
** Configurable slot sizes
** Padding for incomplete slots
* The system MUST implement basic data tracking:
** Unique content identifiers (CIDs)
** Dataset manifests
** Slot assignment status
* The system SHOULD support advanced organization:
** Dynamic slot sizing
** Adaptive block sizes
** Hierarchical manifests

DAT-102: Erasure Coding Implementation
* The system MUST implement core coding features:
** Reed-Solomon coding
** Configurable redundancy parameters
** Systematic coding (original data remains prefix)
** Interleaved block encoding
** Cross-neighbourhood redundancy
* The system SHOULD implement advanced features:
** Dispersed replicas
** Prefetching strategies
** Repair bandwidth optimization
** Adaptive redundancy levels

DAT-103: Data Durability Management
* The system MUST provide durability guarantees:
** 99.99% data availability
** Redundancy monitoring
** Repair triggering
** Recovery verification
* The system SHOULD support advanced durability:
** Predictive repair scheduling
** Redundancy optimization
** Geographic distribution

<span id="storage-proofs"></span>
=== 4.2 Storage Proofs ===

<span id="description-and-priority-1"></span>
==== 4.2.1 Description and Priority ====

Mechanism for verifying data storage and availability. (Priority: High)

<span id="functional-requirements-1"></span>
==== 4.2.2 Functional Requirements ====

PRF-201: Proof Generation System
* The system MUST implement core proof features:
** ZK-based proof-of-retrievability
** Local erasure coding for efficient proofs
** Groth16 proof generation
** Randomness incorporation
* The system SHOULD support advanced generation:
** Batched proof generation
** Proof optimization
** Custom proving schemes

PRF-202: Proof Verification Process
* The system MUST implement basic verification:
** On-chain proof verification
** Proof failure detection
** Deadline enforcement
** Basic validation
* The system SHOULD implement advanced verification:
** Proof aggregation
** Zero-knowledge verification
** Multi-proof validation
** Recursive proofs

PRF-203: Proof Management and Scheduling
* The system MUST provide basic management:
** Stochastic proof scheduling
** Proof history tracking
** Failure handling
** Basic monitoring
* The system SHOULD support advanced management:
** Proof aggregation services
** Dynamic scheduling
** Load balancing
** Priority scheduling

<span id="marketplace"></span>
=== 4.3 Marketplace ===

<span id="description-and-priority-2"></span>
==== 4.3.1 Description and Priority ====

Economic system for storage provision and acquisition. (Priority: High)

<span id="functional-requirements-2"></span>
==== 4.3.2 Functional Requirements ====

MKT-301: Storage Request Management
* The system MUST implement basic requests:
** Storage request posting
** Parameter specification (size, duration, slots)
** Payment allocation
** Request cancellation
* The system SHOULD support advanced features:
** Request prioritization
** Dynamic pricing
** Bulk requests

MKT-302: Slot Management System
* The system MUST provide basic slot operations:
** Slot reservation
** Fulfillment verification
** Reallocation handling
** Status tracking
* The system SHOULD implement advanced features:
** Predictive allocation
** Load balancing
** Geographic distribution

MKT-303: Provider Management Framework
* The system MUST implement core provider features:
** Provider registration
** Collateral management
** Reliability tracking
** Slashing conditions
* The system SHOULD support advanced features:
** Payment channels
** Reputation systems
** Dynamic collateral adjustment
** Provider incentives

<span id="content-discovery"></span>
=== 4.4 Content Discovery ===

<span id="description-and-priority-3"></span>
==== 4.4.1 Description and Priority ====

System for locating and retrieving stored data. (Priority: High)

<span id="functional-requirements-3"></span>
==== 4.4.2 Functional Requirements ====

DHT-401: DHT Core Operations
* The system MUST implement basic DHT features:
** Kademlia DHT implementation
** Provider record management
** Content addressing support
** Node discovery handling
* The system SHOULD implement privacy features:
** Logos Anonymous DHT Module integration
** Private routing tables
** Query pattern protection

DHT-402: Content Location Services
* The system MUST implement basic location:
** CID-based lookups
** Provider list maintenance
** Manifest discovery
** Partial data location
* The system SHOULD support privacy features:
** Private lookups
** Query pattern protection
** Anonymous content retrieval

<span id="data-repair"></span>
=== 4.5 Data Repair ===

<span id="description-and-priority-4"></span>
==== 4.5.1 Description and Priority ====

Mechanism for maintaining data redundancy. (Priority: High)

<span id="functional-requirements-4"></span>
==== 4.5.2 Functional Requirements ====

DUR-501: Failure Detection and Monitoring
* The system MUST implement basic detection:
** Missing proof detection
** Failed provider identification
** Redundancy level tracking
** Repair trigger mechanisms
* The system SHOULD support advanced monitoring:
** Predictive failure detection
** Health scoring
** Performance analytics

DUR-502: Repair and Recovery Operations
* The system MUST implement core repair features:
** Lazy repair mechanism
** Data reconstruction
** Slot reallocation
** Success verification
** Recovery protocol
* The system SHOULD support advanced repair:
** Prioritized repairs
** Parallel reconstruction
** Optimized bandwidth usage
** Geographic rebalancing

<span id="node-operations"></span>
=== 4.6 Node Operations ===

<span id="description-and-priority-5"></span>
==== 4.6.1 Description and Priority ====

Management of network nodes and their operations. (Priority: High)

<span id="functional-requirements-5"></span>
==== 4.6.2 Functional Requirements ====

NET-601: Storage Provider Operations
* The system MUST implement core provider features:
** Local storage management
** Proof generation handling
** Data transfer participation
** Contract status monitoring
* The system SHOULD support advanced features:
** Resource optimization
** Performance tuning
** Bandwidth management

NET-602: Client Operations Management
* The system MUST implement basic client features:
** Data upload handling
** Data encryption before uploading
** Data retrieval management
** Contract tracking
** Provider service verification
* The system SHOULD support advanced features:
** Upload optimization
** Retrieval prioritization
** Service monitoring

NET-603: Aggregator Node Operations
* The system SHOULD implement aggregation features:
** Proof aggregation support
** Batch processing capabilities
** Provider relationship management
* The system MAY support advanced features:
** Cross-network aggregation
** Custom aggregation schemes
** Advanced relationship models

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

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

# Storage Performance
#* The system MUST achieve 99.99% data durability
#* The system MUST support configurable redundancy levels
#* The system MUST optimize storage overhead for erasure coding
#* The system MUST minimize bandwidth usage for repairs
#* The system MUST support parallel data transfer
#* The system MUST handle network partitions gracefully
#* The system SHOULD optimize for cold storage access patterns
#* The system SHOULD support tiered storage strategies
# Network Performance
#* The system MUST support logarithmic routing in network size
#* The system MUST maintain Kademlia topology with O(log N) connections per node
#* The system MUST optimize proof transmission overhead
#* The system MUST minimize latency for chunk retrieval
#* The system MUST support concurrent chunk transfers
#* The system SHOULD implement opportunistic caching
# Computational Performance
#* The system MUST support consumer hardware
#* The system MUST minimize proof generation overhead
#* The system MUST optimize erasure coding operations
#* The system MUST scale horizontally with network size
#* The system SHOULD optimize chunk validation operations

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

# Data Security
#* The system MUST ensure data integrity through content addressing
#* The system MUST prevent unauthorized access through encryption
#* The system MUST provide plausible deniability for nodes
#* The system MUST implement chunk-level encryption
#* The system MUST support secure key management
#* The system SHOULD encrypt manifests
#* The system SHOULD support encrypted metadata
#* The system SHOULD provide forward secrecy
# Network Security
#* The system MUST resist Sybil attacks
#* The system MUST validate peer identities
#* The system MUST secure communications
#* The system MUST protect against malicious nodes
#* The system MUST implement secure routing
#* The system MUST prevent eclipse attacks
#* The system SHOULD implement neighborhood masking
#* The system SHOULD support obfuscated chunk retrieval
# Query Privacy
#* The system SHOULD integrate with Logos Anonymous DHT Module
#* The system SHOULD protect query content privacy
#* The system SHOULD hide routing table information
#* The system SHOULD support anonymous content retrieval
#* The system SHOULD protect node identity in queries
#* The system SHOULD support query source masking
# Economic Security
#* The system MUST enforce collateral requirements
#* The system MUST implement slashing conditions
#* The system MUST protect against gaming
#* The system MUST ensure fair market operation
#* The system MUST prevent free-riding
#* The system MUST incentivize honest behavior

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

# Reliability
#* The system MUST maintain data availability
#* The system MUST handle node failures gracefully
#* The system MUST recover from errors automatically
#* The system MUST maintain service consistency
#* The system MUST provide eventual consistency
#* The system MUST support data redundancy
# Maintainability
#* The system MUST be modular
#* The system MUST be upgradeable
#* The system MUST be well-documented
#* The system MUST support monitoring
#* The system MUST enable debugging
#* The system SHOULD support testing
# Scalability
#* The system MUST handle growing data volumes
#* The system MUST support network growth
#* The system MUST scale proof operations
#* The system MUST optimize resource usage
#* The system MUST support horizontal scaling
#* The system SHOULD balance load automatically

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

# Marketplace Rules
#* Storage requests MUST include payment
#* Providers MUST post collateral
#* Proof failures MUST trigger penalties
#* Repairs MUST be compensated
#* Bandwidth MUST be accounted for
#* Resources MUST be priced fairly
# Operational Rules
#* Nodes MUST follow protocol rules
#* Proofs MUST be submitted on time
#* Data MUST maintain minimum redundancy
#* Resources MUST be fairly allocated
#* Nodes MUST maintain minimum uptime
#* Services MUST meet SLA requirements

<span id="appendix-a-glossary"></span>
== Appendix A: Glossary ==

* Area of Responsibility: The portion of the address space a node is responsible for storing
* Chunk: Fixed-size data blob that is the basic unit of storage
* Content Identifier (CID): A unique identifier for stored data
* DHT (Distributed Hash Table): A decentralized system for content discovery
* Erasure Coding: A method for adding redundancy to data
* Kademlia: A distributed hash table for routing and peer discovery
* Postage Stamp: A proof of payment for chunk storage
* Proof of Retrievability: A cryptographic proof of data storage
* Slot: A portion of a dataset assigned to a storage provider
* ZK-Proof: Zero-knowledge proof used for storage verification

<span id="appendix-b-analysis-models"></span>
== Appendix B: Analysis Models ==

# Network Model
#* Kademlia topology
#* Data distribution patterns
#* Provider distribution
#* Routing paths
#* Chunk replication
# Economic Model
#* Incentive structures
#* Payment flows
#* Staking mechanisms
#* Penalty systems
#* Market dynamics
# Security Model
#* Threat models
#* Attack vectors
#* Defense mechanisms
#* Trust assumptions
#* Privacy guarantees

<span id="appendix-c-to-be-determined-list"></span>
== Appendix C: To Be Determined List ==

# Specific parameters for:
#* Proof frequency
#* Collateral amounts
#* Slashing conditions
#* Repair thresholds
#* Network depth
#* Chunk sizes
# Future features:
#* Advanced proof aggregation
#* Enhanced privacy mechanisms
#* Additional incentive structures
#* Cross-network bridging
#* State channel integration
#* Layer 2 scaling solutions