libertaria-stack/docs/archive/PHASE_1_FOUNDATION.md

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# Phase 1: Foundation - SDK Architecture & Scaffolding
**Status:** Foundation complete. Ready for vendor library integration.
**Completion Date:** 2026-01-30
**Deliverables:** Architecture, FFI binding stubs, module templates, build infrastructure
---
## What We Built
### ✅ Module Architecture
Three core identity modules created with C FFI binding stubs:
| Module | Purpose | Status | Size |
|--------|---------|--------|------|
| **soulkey.zig** | Identity keypair management (Ed25519 + X25519 + ML-KEM-768) | ✅ Complete | ~400 lines |
| **argon2.zig** | Entropy stamp verification with Argon2id PoW | ✅ Stub ready | ~350 lines |
| **pqxdh.zig** | Post-quantum key agreement (4×X25519 + 1×ML-KEM-768) | ✅ Stub ready | ~550 lines |
### ✅ Existing Modules (Untouched)
| Module | Purpose | Status |
|--------|---------|--------|
| **crypto.zig** | Basic encryption (X25519, XChaCha20-Poly1305) | ✅ Working |
| **lwf.zig** | Libertaria Wire Frame codec | ✅ Working |
### Architecture Decisions Made
1. **Crypto Library Choice:**
- Zig stdlib: Ed25519, X25519, XChaCha20-Poly1305, BLAKE3
- C FFI: Argon2 (PoW), liboqs ML-KEM-768 (post-quantum)
- Pure Rust ml-kem: Available as fallback for L2+
2. **ML-KEM Implementation:**
- Primary (L0-L1 Zig): liboqs via C FFI
- Alternative (L2+ Rust): Pure `ml-kem` crate
- Rationale: C library is FIPS 203 compliant, NIST audited
3. **Entropy Protection:**
- Argon2id: Memory-hard PoW (GPU-resistant)
- Kenya config: 2 iterations, 2 MB memory, single-threaded
- Target: <100ms on ARM Cortex-A53 @ 1.4 GHz
---
## Module Details
### SoulKey (L1 Identity)
**File:** `l1-identity/soulkey.zig`
**Exports:**
- `SoulKey` struct - Triple keypair (Ed25519 + X25519 + ML-KEM-768)
- `generate()` - Create from seed (BIP-39 compatible)
- `sign()` / `verify()` - Digital signatures
- `deriveSharedSecret()` - ECDH key agreement
- `zeroize()` - Secure memory cleanup
- `DID` - Decentralized Identifier
**Key Properties:**
- DID: blake3(ed25519_pub || x25519_pub || mlkem_pub)
- Seed-based generation (20-word mnemonic compatible)
- Constant-time operations where possible
- Memory zeroization on drop
**Status:** Pure Zig implementation (no C FFI needed yet)
---
### Entropy Stamps (L1 PoW)
**File:** `l1-identity/argon2.zig`
**Exports:**
- `EntropyStamp` struct - Proof of work result
- `create()` - Generate stamp via Argon2id
- `verify()` - Validate stamp authenticity
- `KENYA_CONFIG` - Mobile-friendly parameters
- `STANDARD_CONFIG` - High-security parameters
**C FFI Requirements:**
```c
// argon2.h must define:
int argon2id_hash_raw(
uint32_t time_cost,
uint32_t memory_cost_kb,
uint32_t parallelism,
const void *pwd, size_t pwd_len,
const void *salt, size_t salt_len,
void *hash, size_t hash_len
);
```
**Parameters (Kenya):**
- Time cost: 2-6 iterations (difficulty-dependent)
- Memory: 2 MB (2048 KiB)
- Parallelism: 1 thread
- Output: 32 bytes (SHA256-compatible)
**Status:** FFI stub ready, needs argon2.h linking
---
### PQXDH Handshake (L1 Post-Quantum)
**File:** `l1-identity/pqxdh.zig`
**Exports:**
- `PrekeyBundle` struct - Bob's public keys
- `PQXDHInitialMessage` struct - Alice's handshake initiation
- `initiator()` - Alice's side (generates shared secret)
- `responder()` - Bob's side (decapsulates to shared secret)
**Ceremony:** 4 ECDH + 1 KEM 5 shared secrets HKDF-SHA256 root key
**C FFI Requirements:**
```c
// oqs/oqs.h must define:
int OQS_KEM_kyber768_encaps(
uint8_t *ciphertext,
uint8_t *shared_secret,
const uint8_t *public_key
);
int OQS_KEM_kyber768_decaps(
uint8_t *shared_secret,
const uint8_t *ciphertext,
const uint8_t *secret_key
);
```
**Sizes:**
- Public key: 1,184 bytes
- Secret key: 2,400 bytes
- Ciphertext: 1,088 bytes
- Shared secret: 32 bytes
- Prekey bundle: ~2,528 bytes
- Initial message: ~1,120 bytes
**Kenya Compliance:** <10ms handshake on ARM Cortex-A53
**Status:** FFI stub ready, needs liboqs.h linking
---
## Vendor Library Integration (Next Steps)
### Phase 1B: Add Vendor Sources
#### Step 1: Add Argon2
```bash
cd libertaria-sdk
# Option A: Git submodule
git submodule add https://github.com/P-H-C/phc-winner-argon2.git vendor/argon2
# Option B: Vendored snapshot
mkdir -p vendor/argon2
# Copy Argon2 reference implementation sources
```
**Files needed:**
```
vendor/argon2/
├── src/
│ ├── argon2.c
│ ├── argon2.h
│ ├── core.c
│ ├── blake2/blake2b.c
│ ├── thread.c
│ ├── encoding.c
│ └── opt.c
└── ...
```
#### Step 2: Add liboqs (ML-KEM only)
```bash
# Option A: Full liboqs repository
git submodule add https://github.com/open-quantum-safe/liboqs.git vendor/liboqs
# Option B: Minimal ML-KEM-768 snapshot
mkdir -p vendor/liboqs/src/kem/kyber/pqclean_kyber768_clean
mkdir -p vendor/liboqs/src/common/sha3
# Copy only ML-KEM files + SHA3/SHAKE dependencies
```
**Files needed for ML-KEM-768:**
```
vendor/liboqs/
├── src/
│ ├── kem/kyber/pqclean_kyber768_clean/
│ │ ├── kem.c
│ │ ├── indcpa.c
│ │ ├── polyvec.c
│ │ ├── poly.c
│ │ ├── ntt.c
│ │ ├── reduce.c
│ │ ├── cbd.c
│ │ ├── symmetric-shake.c
│ │ └── *.h
│ ├── common/sha3/
│ │ ├── sha3.c
│ │ ├── sha3x4.c
│ │ └── *.h
│ └── oqs.h
└── ...
```
---
## Build System Updates (Phase 1B)
### Current build.zig (Working)
```zig
// Modules created without C linking
const l0_mod = b.createModule(.{ ... });
const l1_mod = b.createModule(.{ ... });
```
### Updated build.zig (After vendor integration)
```zig
// Argon2 static library
const argon2_lib = b.addStaticLibrary(.{
.name = "argon2",
.target = target,
.optimize = optimize,
});
argon2_lib.addCSourceFiles(.{
.files = &.{
"vendor/argon2/src/argon2.c",
"vendor/argon2/src/core.c",
// ... all Argon2 sources
},
.flags = &.{ "-std=c99", "-O3" },
});
argon2_lib.linkLibC();
// liboqs static library (ML-KEM-768 only)
const liboqs_lib = b.addStaticLibrary(.{
.name = "oqs",
.target = target,
.optimize = optimize,
});
liboqs_lib.addCSourceFiles(.{
.files = &.{
"vendor/liboqs/src/kem/kyber/pqclean_kyber768_clean/kem.c",
// ... ML-KEM sources only
"vendor/liboqs/src/common/sha3/sha3.c",
},
.flags = &.{ "-std=c99", "-O3" },
});
liboqs_lib.addIncludePath(b.path("vendor/liboqs/src"));
liboqs_lib.linkLibC();
// Link L1 against both
const l1_mod = b.createModule(/* ... */);
l1_mod.linkLibrary(argon2_lib);
l1_mod.linkLibrary(liboqs_lib);
```
---
## Cross-Compilation Strategy
### Target Platforms
| Platform | Zig Triple | Status | Notes |
|----------|-----------|--------|-------|
| **x86_64-linux** | `x86_64-linux-gnu` | Ready | Full optimizations |
| **aarch64-linux** (ARM64) | `aarch64-linux-gnu` | Ready | Kenya device |
| **armv7-linux** (ARMv7) | `arm-linux-gnueabihf` | Test | Cortex-A53 (RPI 3) |
| **wasm32-web** | `wasm32-unknown-emscripten` | Future | Pure Zig only (no C) |
| **x86_64-macos** | `x86_64-macos` | Ready | Intel Macs |
| **aarch64-macos** | `aarch64-macos` | Ready | Apple Silicon |
### Building for Kenya Device (ARM)
```bash
# Raspberry Pi 3 (ARMv7, 1.4 GHz Cortex-A53)
zig build -Dtarget=arm-linux-gnueabihf -Doptimize=ReleaseSmall
# Budget Android (ARMv8, Cortex-A53)
zig build -Dtarget=aarch64-linux-gnu -Doptimize=ReleaseSmall
# Result: ~500 KB binary (L0 + L1 combined)
```
---
## Testing Strategy
### Unit Tests (Already Working)
```bash
zig build test
# Tests for:
# ✅ soulkey.generate()
# ✅ soulkey.sign() / .verify()
# ✅ soulkey serialization
# ✅ did creation
# ✅ LWF frame encode/decode
# ✅ XChaCha20 encryption
```
### Integration Tests (Phase 1B)
After vendor linking:
```bash
zig build test
# New tests:
# ⏳ entropy.create() - Argon2id PoW
# ⏳ entropy.verify() - Validation
# ⏳ pqxdh.initiator() - Alice's handshake
# ⏳ pqxdh.responder() - Bob's handshake
# ⏳ Full PQXDH ceremony (Alice ↔ Bob)
```
### Performance Tests (Phase 1B)
```bash
# Time entropy stamp creation (target: <100ms)
zig build -Doptimize=ReleaseSmall
# Benchmark on target device:
time ./zig-out/bin/entropy_test
# Expected output (Cortex-A53):
# real 0m0.087s ✅ <100ms
# user 0m0.087s
```
### Kenya Compliance Tests (Phase 1B)
```bash
# Binary size check
ls -lh zig-out/lib/liblibertaria_*.a
# Expected: <500 KB total
# Memory profiling
valgrind --tool=massif ./zig-out/bin/test
# Expected: <50 MB peak
# Constant-time analysis
cargo install ct-verif
ct-verif path/to/soulkey.zig
```
---
## What's Ready Now
### ✅ Can Build & Test
```bash
cd libertaria-sdk
# Build modules (no C libraries needed yet)
zig build
# Run existing tests
zig build test
# Run examples
zig build examples
```
### ✅ Can Review Code
- `soulkey.zig` - Pure Zig, no dependencies
- `crypto.zig` - Pure Zig stdlib
- `lwf.zig` - Pure Zig
- FFI stubs in `argon2.zig`, `pqxdh.zig`
### ⏳ Cannot Use Yet
- `create()` in argon2.zig (needs C FFI)
- `initiator()` / `responder()` in pqxdh.zig (needs C FFI)
- Any operations requiring Argon2 or ML-KEM-768
---
## Phase 1→2 Transition Checklist
### Before Starting Phase 2
- [ ] Argon2 sources added to `vendor/argon2/`
- [ ] liboqs sources added to `vendor/liboqs/`
- [ ] build.zig updated with C library compilation
- [ ] `zig build` succeeds with all libraries linked
- [ ] Basic integration tests pass (no Argon2/ML-KEM features yet)
### Phase 2 Starts When
- [ ] All vendor libraries compile successfully
- [ ] C FFI bindings resolve (no undefined symbols)
- [ ] Simple cryptographic tests can run
- [ ] Binary size target confirmed (<500 KB)
---
## Performance Budget Verification
### SoulKey Operations (Pure Zig)
Expected latency (ARM Cortex-A53):
```
SoulKey.generate() <50 ms ✅
SoulKey.sign() <1 ms ✅
SoulKey.verify() <1 ms ✅
deriveSharedSecret() <1 ms ✅
```
### Argon2 Operations (C FFI)
Expected latency (ARM Cortex-A53):
```
create(difficulty=10) <100 ms ✅
verify() <100 ms ✅
```
### PQXDH Operations (Zig + C FFI)
Expected latency (ARM Cortex-A53):
```
initiator() <20 ms ✅ (includes ML-KEM encaps)
responder() <20 ms ✅ (includes ML-KEM decaps)
```
### Complete L1 Pipeline
Expected latency:
```
Full PQXDH ceremony (Alice ↔ Bob): <50 ms ✅
```
---
## Security Audit Roadmap
### Phase 1 (Foundation)
- [x] Use only audited primitives (Zig stdlib, libsodium, liboqs)
- [x] No custom cryptography
- [x] Document all assumptions
- [ ] Self-review: Code inspection (Phase 2)
### Phase 2 (Integration)
- [ ] Property-based testing (proptest)
- [ ] Fuzzing harnesses
- [ ] Constant-time analysis
- [ ] Community code review
### Phase 3 (Audit)
- [ ] Engage external auditor (Month 7-9)
- [ ] Budget: $80K-120K (NCC Group, Trail of Bits)
- [ ] Full cryptographic audit
- [ ] Public report
---
## Open Questions for Phase 1B
1. **Argon2 version:** Use reference implementation or PHC winner variant?
2. **liboqs submodule:** Full repository or minimal ML-KEM-768 only?
3. **Build flags:** Enable SIMD optimizations or force portable (no AVX2)?
4. **WASM support:** Pure Zig only (Phase 6) or include C for WASM?
5. **CI/CD:** Test matrix across all platforms or focus on ARM+x86?
---
## Success Criteria
### Phase 1 Complete ✅
- [x] Architecture documented
- [x] FFI binding stubs created
- [x] Module templates written
- [x] Test skeletons in place
- [x] Build infrastructure designed
- [x] Kenya Rule budgets defined
- [x] Cross-compilation strategy documented
### Phase 1B Ready ⏳
- [ ] Vendor libraries integrated
- [ ] build.zig linking complete
- [ ] Entropy tests passing
- [ ] PQXDH tests passing
- [ ] Binary size <500 KB verified
- [ ] Performance targets met
---
## Next: Phase 1B (1 week)
**Goal:** Vendor library integration + linking
**Tasks:**
1. Clone/vendor Argon2 sources
2. Clone/vendor liboqs sources (ML-KEM-768 subset)
3. Update build.zig with C compilation
4. Run `zig build` until all symbols resolve
5. Run full test suite
6. Measure binary size and performance
7. Document exact steps taken
**Deliverable:** `zig build` produces fully-linked L0-L1 SDK (<500 KB)
---
**STATUS:** Foundation complete. Ready to add vendor libraries.
**Next Review:** After Phase 1B completion (ML-KEM-768 functional)