@etherisc/gif-next 0.0.2-39ffd9f → 0.0.2-3a9a497-101

package/contracts/components/IPoolComponent.sol

@@ -0,0 +1,57 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.19;
+
+import {NftId} from "../types/NftId.sol";
+import {Fee} from "../types/Fee.sol";
+import {UFixed} from "../types/UFixed.sol";
+import {IBaseComponent} from "./IBaseComponent.sol";
+
+interface IPoolComponent is IBaseComponent {
+
+    event LogUnderwrittenByPool(NftId policyNftId, uint256 collateralizationAmount, address pool);
+
+    /**
+     * @dev creates a new bundle for this pool.
+     */
+    function createBundle(
+        uint256 initialAmount,
+        uint256 lifetime,
+        bytes memory filter
+    ) external returns(NftId bundleNftId);
+
+    /** 
+     * @dev this is a callback function that is called by the product service when underwriting a policy.
+     * the pool has the option to check the details and object to underwriting by reverting.
+     * the function is only called for "active" pools that ask to be involved/notified
+     * by product related state changes.
+     */
+    function underwrite(
+        NftId policyNftId, 
+        bytes memory policyData,
+        bytes memory bundleFilter,
+        uint256 collateralizationAmount
+    ) external;
+
+    /**
+     * @dev returns true iff the policy application data in policyData matches
+     * with the bundle filter criteria encoded in bundleFilter. 
+     */
+    function policyMatchesBundle(
+        bytes memory policyData,
+        bytes memory bundleFilter
+    )
+        external
+        view
+        returns (bool isMatching);
+
+    function isVerifying() external view returns (bool verifying);
+
+    function getCollateralizationLevel() external view returns (UFixed collateralizationLevel);
+
+    function getStakingFee() external view returns (Fee memory stakingFee);
+
+    function getPerformanceFee()
+        external
+        view
+        returns (Fee memory performanceFee);
+}

package/contracts/components/IProductComponent.sol

@@ -0,0 +1,19 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.19;
+
+import {NftId} from "../types/NftId.sol";
+import {Fee} from "../types/Fee.sol";
+import {IBaseComponent} from "./IBaseComponent.sol";
+
+interface IProductComponent is IBaseComponent {
+    function setFees(
+        Fee memory policyFee,
+        Fee memory processingFee
+    ) external;
+
+    function getPoolNftId() external view returns (NftId poolNftId);
+    
+    function getPolicyFee() external view returns (Fee memory policyFee);
+
+    function getProcessingFee() external view returns (Fee memory processingFee);
+}

package/contracts/components/Pool.sol

@@ -1,22 +1,174 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.19;
 
-import {IPoolComponent} from "./IPool.sol";
-import {Component} from "./Component.sol";
+import {ObjectType, POOL} from "../types/ObjectType.sol";
+import {IProductService} from "../instance/service/IProductService.sol";
+import {IPoolService} from "../instance/service/IPoolService.sol";
+import {NftId} from "../types/NftId.sol";
+import {Fee} from "../types/Fee.sol";
+import {UFixed} from "../types/UFixed.sol";
+import {IPoolComponent} from "./IPoolComponent.sol";
+import {BaseComponent} from "./BaseComponent.sol";
+
+contract Pool is BaseComponent, IPoolComponent {
+
+    bool internal _isVerifying;
+    UFixed internal _collateralizationLevel;
+
+    // may be used to interact with instance by derived contracts
+    IPoolService internal _poolService;
+
+    // only relevant to protect callback functions for "active" pools
+    IProductService private _productService;
+
+    modifier onlyPoolService() {
+        require(
+            msg.sender == address(_poolService), 
+            "ERROR:POL-001:NOT_POOL_SERVICE");
+        _;
+    }
+
+    modifier onlyProductService() {
+        require(
+            msg.sender == address(_productService), 
+            "ERROR:POL-002:NOT_PRODUCT_SERVICE");
+        _;
+    }
 
-contract Pool is Component, IPoolComponent {
     constructor(
         address registry,
-        address instance
-    ) Component(registry, instance) {}
+        NftId instanceNftId,
+        // TODO refactor into tokenNftId
+        address token,
+        bool verifying,
+        UFixed collateralizationLevel
+    )
+        BaseComponent(registry, instanceNftId, token)
+    {
+        _isVerifying = verifying;
+        // TODO add validation
+        _collateralizationLevel = collateralizationLevel;
 
-    // from registerable
-    function getType() public view override returns (uint256) {
-        return _registry.POOL();
+        _poolService = _instance.getPoolService();
+        _productService = _instance.getProductService();
+    }
+
+    function createBundle(
+        uint256 initialAmount,
+        uint256 lifetime,
+        bytes memory filter
+    )
+        external
+        virtual override
+        returns(NftId bundleNftId)
+    {
+        address owner = msg.sender;
+        bundleNftId = _poolService.createBundle(
+            owner,
+            initialAmount,
+            lifetime,
+            filter
+        );
+
+        // TODO add logging
+    }
+
+    /**
+     * @dev see {IPool.underwrite}. 
+     * Default implementation that only writes a {LogUnderwrittenByPool} entry.
+     */
+    function underwrite(
+        NftId policyNftId, 
+        bytes memory policyData,
+        bytes memory bundleFilter,
+        uint256 collateralizationAmount
+    )
+        external
+        onlyProductService
+        virtual override 
+    {
+        _underwrite(policyNftId, policyData, bundleFilter, collateralizationAmount);
+    }
+
+    /**
+     * @dev see {IPoolComponent.policyMatchesBundle}. 
+     * Default implementation always returns true
+     */
+    function policyMatchesBundle(
+        bytes memory, // policyData
+        bytes memory // bundleFilter
+    )
+        public
+        view
+        virtual override
+        returns (bool isMatching)
+    {
+        return true;
+    }
+
+
+    function isVerifying() external view override returns (bool verifying) {
+        return _isVerifying;
+    }
+
+    function getCollateralizationLevel() external view override returns (UFixed collateralizationLevel) {
+        return _collateralizationLevel;
+    }
+
+    function _underwrite(
+        NftId policyNftId, 
+        bytes memory policyData,
+        bytes memory bundleFilter,
+        uint256 collateralizationAmount
+    )
+        internal 
+    {
+        require(
+            policyMatchesBundle(policyData, bundleFilter),
+            "ERROR:POL-020:POLICY_BUNDLE_MISMATCH"
+        );
+
+        emit LogUnderwrittenByPool(policyNftId, collateralizationAmount, address(this));
+    }
+
+    function _createBundle(
+        address bundleOwner,
+        uint256 amount,
+        uint256 lifetime, 
+        bytes calldata filter
+    )
+        internal
+        returns(NftId bundleNftId)
+    {
+        bundleNftId = _poolService.createBundle(
+            bundleOwner,
+            amount,
+            lifetime,
+            filter
+        );
+    }
+
+    // from pool component
+    function getStakingFee()
+        external
+        view
+        override
+        returns (Fee memory stakingFee)
+    {
+        return _instance.getPoolSetup(getNftId()).stakingFee;
+    }
+
+    function getPerformanceFee()
+        external
+        view
+        override
+        returns (Fee memory performanceFee)
+    {
+        return _instance.getPoolSetup(getNftId()).performanceFee;
     }
 
     // from registerable
-    function getData() external view override returns (bytes memory data) {
-        return bytes(abi.encode(getInstance().getNftId()));
+    function getType() public pure override returns (ObjectType) {
+        return POOL();
     }
 }

package/contracts/components/Product.sol

@@ -1,20 +1,25 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.19;
 
-import {IProductService} from "../instance/product/IProductService.sol";
-import {Component} from "./Component.sol";
-import {IProductComponent} from "./IProduct.sol";
+import {IProductService} from "../instance/service/IProductService.sol";
+import {IProductComponent} from "./IProductComponent.sol";
 import {NftId} from "../types/NftId.sol";
+import {ObjectType, PRODUCT} from "../types/ObjectType.sol";
+import {Timestamp} from "../types/Timestamp.sol";
+import {Fee} from "../types/Fee.sol";
+import {BaseComponent} from "./BaseComponent.sol";
 
-contract Product is Component, IProductComponent {
+contract Product is BaseComponent, IProductComponent {
     IProductService private _productService;
     address private _pool;
 
     constructor(
         address registry,
-        address instance,
+        NftId instanceNftid,
+        address token,
         address pool
-    ) Component(registry, instance) {
+    ) BaseComponent(registry, instanceNftid, token) {
+        // TODO add validation
         _productService = _instance.getProductService();
         _pool = pool;
     }
@@ -35,21 +40,78 @@ contract Product is Component, IProductComponent {
         );
     }
 
-    function _underwrite(NftId nftId) internal {
-        _productService.underwrite(nftId);
+    function _underwrite(
+        NftId policyNftId,
+        bool requirePremiumPayment,
+        Timestamp activateAt
+    )
+        internal
+    {
+        _productService.underwrite(
+            policyNftId, 
+            requirePremiumPayment, 
+            activateAt);
+    }
+
+    function _collectPremium(
+        NftId policyNftId,
+        Timestamp activateAt
+    )
+        internal
+    {
+        _productService.collectPremium(
+            policyNftId, 
+            activateAt);
+    }
+
+    function _activate(
+        NftId policyNftId,
+        Timestamp activateAt
+    )
+        internal
+    {
+        _productService.activate(
+            policyNftId, 
+            activateAt);
     }
 
     function getPoolNftId() external view override returns (NftId poolNftId) {
         return _registry.getNftId(_pool);
     }
 
-    // from registerable
-    function getType() public view override returns (uint256) {
-        return _registry.PRODUCT();
+    // from product component
+    function setFees(
+        Fee memory policyFee,
+        Fee memory processingFee
+    )
+        external
+        onlyOwner
+        override
+    {
+        _productService.setFees(policyFee, processingFee);
+    }
+
+
+    function getPolicyFee()
+        external
+        view
+        override
+        returns (Fee memory policyFee)
+    {
+        return _instance.getProductSetup(getNftId()).policyFee;
+    }
+
+    function getProcessingFee()
+        external
+        view
+        override
+        returns (Fee memory processingFee)
+    {
+        return _instance.getProductSetup(getNftId()).processingFee;
     }
 
     // from registerable
-    function getData() external view override returns (bytes memory data) {
-        return bytes(abi.encode(getInstance().getNftId()));
+    function getType() public pure override returns (ObjectType) {
+        return PRODUCT();
     }
 }

package/contracts/experiment/statemachine/Dummy.sol

@@ -0,0 +1,27 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.19;
+
+import {ObjectType} from "../../types/ObjectType.sol";
+import {StateId, toStateId, zeroStateId} from "../../types/StateId.sol";
+
+contract LifeCycleModule {
+    mapping(ObjectType objectType => StateId initialState)
+        private _initialState;
+
+    mapping(ObjectType objectType => mapping(StateId stateFrom => mapping(StateId stateTo => bool isValid)))
+        private _isValidTransition;
+
+    function getInitialState(
+        ObjectType objectType
+    ) external view returns (StateId) {
+        return _initialState[objectType];
+    }
+
+    function isValidTransition(
+        ObjectType objectType,
+        StateId fromId,
+        StateId toId
+    ) external view returns (bool) {
+        return _isValidTransition[objectType][fromId][toId];
+    }
+}

package/contracts/experiment/statemachine/ISM.sol

@@ -0,0 +1,25 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.19;
+
+import {StateId} from "../../types/StateId.sol";
+
+interface ISMEE {
+    error ErrorInitialStateUndefined();
+    error ErrorStartStateUndefined();
+    error ErrorNextStateUndefined();
+    error ErrorStateChangeInvalid(StateId currentStateId, StateId newStateId);
+
+    event LogInitialStateSet(StateId initialStateId);
+    event LogStateChanged(StateId oldStateId, StateId newStateId);
+}
+
+interface ISM is ISMEE {
+    function changeToState(StateId newStateId) external;
+
+    function isValidTransition(
+        StateId currentStateId,
+        StateId newStateId
+    ) external view returns (bool isValid);
+
+    function getState() external view returns (StateId currentStateId);
+}

package/contracts/experiment/statemachine/README.md

@@ -0,0 +1,112 @@
+# State Machines
+
+Most GIF objects have a life cycle defined by a state machine.
+
+For each object type the set of possible states is defined together with its initial state and the set of valid state transitions.
+
+## Object Types without States
+
+* Protocol
+* Chains
+* Registries (both chain and main registry)
+
+## Object Types with States
+
+* Tokens
+* Instances
+* Products
+* Oracles
+* Pools
+* Bundles
+* Policies
+* Claim (non-NFT)
+* Payout (non-NFT)
+
+### Simple State Machine
+
+Valid states
+
+* Active (initial state)
+* Paused
+* Archived (final state)
+
+Valid state transitions:
+
+* Active -> Paused
+* Paused -> Active
+* Paused -> Archived
+
+
+Candidate object types for simple state machine
+
+* Token
+* Instance
+* Product
+* Oracle
+* Pool
+
+To discuss: 
+
+* Archived is final state
+* What mechanism should exist to revert an unintended transition to 'Archived' state. Should there be such a mechanism?
+* What mechanism should exist when the NFT of such an object is burned prematurely. Should there be such a mechanism
+
+### Bundle State Machine
+
+Valid states
+
+* Active (initial state)
+* Paused
+* Expired (implicit state)
+* Closed (final state)
+
+Expired is not an explicit state. 
+A bundle is expired for block.timestamp >= expiredAt
+
+### Policy State Machine
+
+Valid states
+
+* Applied (initial state)
+* Revoked (final state)
+* Declined (final state)
+* Active
+* Expired (implicit state)
+* Closed (final state)
+
+Expired is not an explicit state. 
+A policy is expired for block.timestamp >= expiredAt
+
+To discuss: 
+
+* Should 'Closed' be less explicit using a closedAt state variable? 
+* Or even more lighweight? ie. block.timestamp >= expiredAt and no open claims
+
+Valid state transitions:
+
+* Applied -> Revoked
+* Applied -> Declined
+* Applied -> Active
+* Active -> Closed (needs to be expired)
+
+### Claim State Machine
+
+Valid states
+* Applied (initial state)
+* Confirmed
+* Declined (final state)
+* Closed (final state)
+
+Valid state transitions:
+* Applied -> Confirmed
+* Applied -> Declined
+* Confirmed -> Closed
+
+### Payout State Machine
+
+Valid states
+* Expected
+* PaidOut
+
+Valid state transitions:
+* Expected -> PaidOut

package/contracts/experiment/statemachine/SM.sol

@@ -0,0 +1,57 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.19;
+
+import {StateId, toStateId, zeroStateId} from "../../types/StateId.sol";
+import {ISM} from "./ISM.sol";
+
+contract SM is ISM {
+    mapping(StateId currentState => mapping(StateId newState => bool isValid))
+        private _isValidTransition;
+
+    StateId internal _state;
+
+    function setInitialState(StateId initialStateId) internal {
+        if (initialStateId == zeroStateId()) {
+            revert ErrorInitialStateUndefined();
+        }
+
+        _state = initialStateId;
+    }
+
+    function addTransition(
+        StateId currentStateId,
+        StateId nextStateId
+    ) internal {
+        if (currentStateId == zeroStateId()) {
+            revert ErrorStartStateUndefined();
+        }
+
+        if (nextStateId == zeroStateId()) {
+            revert ErrorNextStateUndefined();
+        }
+
+        _isValidTransition[currentStateId][nextStateId] = true;
+    }
+
+    function changeToState(StateId newStateId) external override {
+        if (!_isValidTransition[_state][newStateId]) {
+            revert ErrorStateChangeInvalid(_state, newStateId);
+        }
+
+        StateId stateOld = _state;
+        _state = newStateId;
+
+        emit LogStateChanged(stateOld, _state);
+    }
+
+    function isValidTransition(
+        StateId currentStateId,
+        StateId newStateId
+    ) external view override returns (bool isValid) {
+        return _isValidTransition[currentStateId][newStateId];
+    }
+
+    function getState() external view override returns (StateId state) {
+        return _state;
+    }
+}

package/contracts/experiment/statemachine/SimpleStateMachine.sol

@@ -0,0 +1,31 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.19;
+
+import {StateId, toStateId} from "../../types/StateId.sol";
+import {SM} from "./SM.sol";
+
+contract SimpleStateMachine is SM {
+    uint8 public constant STATE_ACTIVE = 10;
+    uint8 public constant STATE_PAUSED = 20;
+    uint8 public constant STATE_ARCHIVED = 30;
+
+    constructor() {
+        addTransition(ACTIVE(), PAUSED());
+        addTransition(PAUSED(), ACTIVE());
+        addTransition(PAUSED(), ARCHIVED());
+
+        setInitialState(ACTIVE());
+    }
+
+    function ACTIVE() public pure returns (StateId stateId) {
+        return toStateId(STATE_ACTIVE);
+    }
+
+    function PAUSED() public pure returns (StateId stateId) {
+        return toStateId(STATE_PAUSED);
+    }
+
+    function ARCHIVED() public pure returns (StateId stateId) {
+        return toStateId(STATE_ARCHIVED);
+    }
+}

package/contracts/instance/IInstance.sol

@@ -1,18 +1,53 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.19;
 
-import {IRegisterable} from "../registry/IRegistry.sol";
-import {IAccessModule} from "./access/IAccess.sol";
-import {IComponentModule} from "./component/IComponent.sol";
-import {IProductModule} from "./product/IProductService.sol";
-import {IPolicyModule} from "./policy/IPolicy.sol";
-import {IPoolModule} from "./pool/IPoolModule.sol";
+import {IERC165} from "@openzeppelin/contracts/utils/introspection/IERC165.sol";
 
+
+import {IVersionable} from "../shared/IVersionable.sol";
+import {IRegisterable} from "../shared/IRegisterable.sol";
+import {IOwnable} from "../shared/IOwnable.sol";
+import {RoleId} from "../types/RoleId.sol";
+
+import {IAccessModule} from "./module/access/IAccess.sol";
+import {IBundleModule} from "./module/bundle/IBundle.sol";
+import {ICompensationModule} from "./module/compensation/ICompensation.sol";
+import {ILifecycleModule} from "./module/lifecycle/ILifecycle.sol";
+import {IComponentModule} from "./module/component/IComponent.sol";
+import {IPolicyModule} from "./module/policy/IPolicy.sol";
+import {IPoolModule} from "./module/pool/IPoolModule.sol";
+import {IRiskModule} from "./module/risk/IRisk.sol";
+import {ITreasuryModule} from "./module/treasury/ITreasury.sol";
+
+import {IRegistry, IRegistryLinked} from "../registry/IRegistryLinked.sol";
+import {IServiceLinked} from "./IServiceLinked.sol";
+
+import {IComponentOwnerService} from "./service/IComponentOwnerService.sol";
+import {IProductService} from "./service/IProductService.sol";
+import {IPoolService} from "./service/IPoolService.sol";
+
+
+// solhint-disable-next-line no-empty-blocks
 interface IInstance is
+    IERC165,
+    IVersionable,
     IRegisterable,
     IAccessModule,
+    ILifecycleModule,
     IPolicyModule,
     IPoolModule,
+    IBundleModule,
     IComponentModule,
-    IProductModule
-{}
+    ITreasuryModule,
+    ICompensationModule,
+    IServiceLinked
+{
+    function getRegistry() external view override (IBundleModule, IComponentModule, IPolicyModule, IRegisterable) returns (IRegistry registry);
+    function hasRole(RoleId role, address member) external view override (IAccessModule, IComponentModule) returns (bool hasRole);    
+
+    function getComponentOwnerService() external view override (IServiceLinked, IComponentModule) returns(IComponentOwnerService);
+    function getProductService() external view override (IServiceLinked, IBundleModule, IPolicyModule) returns(IProductService);
+    function getPoolService() external view override (IServiceLinked, IBundleModule, IPoolModule) returns(IPoolService);
+
+    function getOwner() external view override (IOwnable, IAccessModule) returns(address owner);
+}