@etherisc/gif-next 0.0.2-7340474-070 → 0.0.2-742eda3-807

package/contracts/instance/InstanceAuthorizationV3.sol

@@ -0,0 +1,202 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {
+     PRODUCT, ORACLE, POOL, INSTANCE, COMPONENT, DISTRIBUTION, APPLICATION, POLICY, CLAIM, BUNDLE
+} from "../../contracts/type/ObjectType.sol";
+
+import {
+     ADMIN_ROLE, DISTRIBUTION_OWNER_ROLE, ORACLE_OWNER_ROLE, POOL_OWNER_ROLE, PRODUCT_OWNER_ROLE
+} from "../../contracts/type/RoleId.sol";
+
+import {BundleManager} from "../instance/BundleManager.sol"; 
+import {IAccess} from "../authorization/IAccess.sol";
+import {Instance} from "../instance/Instance.sol";
+import {InstanceAdmin} from "../instance/InstanceAdmin.sol";
+import {InstanceStore} from "../instance/InstanceStore.sol";
+import {ModuleAuthorization} from "../authorization/ModuleAuthorization.sol";
+import {RoleId} from "../type/RoleId.sol";
+import {VersionPart, VersionPartLib} from "../type/Version.sol";
+
+
+contract InstanceAuthorizationV3
+     is ModuleAuthorization
+{
+
+     string public constant INSTANCE_TARGET_NAME = "Instance";
+     string public constant INSTANCE_STORE_TARGET_NAME = "InstanceStore";
+     string public constant INSTANCE_ADMIN_TARGET_NAME = "InstanceAdmin";
+     string public constant BUNDLE_MANAGER_TARGET_NAME = "BundleManager";
+
+     string public constant INSTANCE_ROLE_NAME = "InstanceRole";
+     string public constant DISTRIBUTION_OWNER_ROLE_NAME = "DistributionOwnerRole";
+     string public constant ORACLE_OWNER_ROLE_NAME = "OracleOwnerRole";
+     string public constant POOL_OWNER_ROLE_NAME = "PoolOwnerRole";
+     string public constant PRODUCT_OWNER_ROLE_NAME = "ProductOwnerRole";
+
+     constructor() ModuleAuthorization(INSTANCE_TARGET_NAME) {}
+
+
+     function _setupRoles()
+          internal
+          override
+     {
+          _addGifRole(DISTRIBUTION_OWNER_ROLE(), DISTRIBUTION_OWNER_ROLE_NAME);
+          _addGifRole(ORACLE_OWNER_ROLE(), ORACLE_OWNER_ROLE_NAME);
+          _addGifRole(POOL_OWNER_ROLE(), POOL_OWNER_ROLE_NAME);
+          _addGifRole(PRODUCT_OWNER_ROLE(), PRODUCT_OWNER_ROLE_NAME);
+     }
+
+
+     function _setupTargets()
+          internal
+          override
+     {
+          // instance target
+          _addTargetWithRole(
+               INSTANCE_TARGET_NAME, 
+               _getTargetRoleId(INSTANCE()),
+               INSTANCE_ROLE_NAME);
+
+          // instance supporting targets
+          _addTarget(INSTANCE_STORE_TARGET_NAME);
+          _addTarget(INSTANCE_ADMIN_TARGET_NAME);
+          _addTarget(BUNDLE_MANAGER_TARGET_NAME);
+
+          // service targets relevant to instance
+          _addServiceTargetWithRole(INSTANCE());
+          _addServiceTargetWithRole(COMPONENT());
+          _addServiceTargetWithRole(DISTRIBUTION());
+          _addServiceTargetWithRole(ORACLE());
+          _addServiceTargetWithRole(POOL());
+          _addServiceTargetWithRole(BUNDLE());
+          _addServiceTargetWithRole(PRODUCT());
+          _addServiceTargetWithRole(APPLICATION());
+          _addServiceTargetWithRole(POLICY());
+          _addServiceTargetWithRole(CLAIM());
+     }
+
+
+     function _setupTargetAuthorizations()
+          internal
+          override
+     {
+          _setupInstanceAuthorization();
+          _setupInstanceAdminAuthorization();
+          _setupInstanceStoreAuthorization();
+          _setupBundleManagerAuthorization();
+     }
+
+
+     function _setupBundleManagerAuthorization()
+          internal
+     {
+          IAccess.FunctionInfo[] storage functions;
+
+          // authorize bundle service role
+          functions = _authorizeForTarget(BUNDLE_MANAGER_TARGET_NAME, getServiceRole(BUNDLE()));
+          _authorize(functions, BundleManager.linkPolicy.selector, "linkPolicy");
+          _authorize(functions, BundleManager.unlinkPolicy.selector, "unlinkPolicy");
+          _authorize(functions, BundleManager.add.selector, "add");
+          _authorize(functions, BundleManager.lock.selector, "lock");
+          _authorize(functions, BundleManager.unlock.selector, "unlock");
+     }
+
+
+     function _setupInstanceAuthorization()
+          internal
+     {
+          IAccess.FunctionInfo[] storage functions;
+
+          // authorize instance service role
+          functions = _authorizeForTarget(INSTANCE_TARGET_NAME, getServiceRole(INSTANCE()));
+          _authorize(functions, Instance.setInstanceReader.selector, "setInstanceReader");
+     }
+
+
+     function _setupInstanceAdminAuthorization()
+          internal
+     {
+          IAccess.FunctionInfo[] storage functions;
+
+          // authorize instance role
+          functions = _authorizeForTarget(INSTANCE_ADMIN_TARGET_NAME, _getTargetRoleId(INSTANCE()));
+          _authorize(functions, InstanceAdmin.grantRole.selector, "grantRole");
+
+          // authorize instance service role
+          // functions = _authorizeForTarget(INSTANCE_ADMIN_TARGET_NAME, getServiceRole(INSTANCE()));
+     }
+
+
+     function _setupInstanceStoreAuthorization()
+          internal
+     {
+          IAccess.FunctionInfo[] storage functions;
+
+          // authorize component service role
+          functions = _authorizeForTarget(INSTANCE_STORE_TARGET_NAME, getServiceRole(COMPONENT()));
+          _authorize(functions, InstanceStore.createComponent.selector, "createComponent");
+          _authorize(functions, InstanceStore.updateComponent.selector, "updateComponent");
+          _authorize(functions, InstanceStore.createPool.selector, "createPool");
+          _authorize(functions, InstanceStore.createProduct.selector, "createProduct");
+          _authorize(functions, InstanceStore.updateProduct.selector, "updateProduct");
+          _authorize(functions, InstanceStore.increaseBalance.selector, "increaseBalance");
+          _authorize(functions, InstanceStore.increaseFees.selector, "increaseFees");
+
+          // authorize distribution service role
+          functions = _authorizeForTarget(INSTANCE_STORE_TARGET_NAME, getServiceRole(DISTRIBUTION()));
+          _authorize(functions, InstanceStore.createDistributorType.selector, "createDistributorType");
+          _authorize(functions, InstanceStore.updateDistributorType.selector, "updateDistributorType");
+          _authorize(functions, InstanceStore.updateDistributorTypeState.selector, "updateDistributorTypeState");
+          _authorize(functions, InstanceStore.createDistributor.selector, "createDistributor");
+          _authorize(functions, InstanceStore.updateDistributor.selector, "updateDistributor");
+          _authorize(functions, InstanceStore.updateDistributorState.selector, "updateDistributorState");
+          _authorize(functions, InstanceStore.createReferral.selector, "createReferral");
+          _authorize(functions, InstanceStore.updateReferral.selector, "updateReferral");
+          _authorize(functions, InstanceStore.updateReferralState.selector, "updateReferralState");
+
+          // authorize oracle service role
+          functions = _authorizeForTarget(INSTANCE_STORE_TARGET_NAME, getServiceRole(ORACLE()));
+          _authorize(functions, InstanceStore.createRequest.selector, "createRequest");
+          _authorize(functions, InstanceStore.updateRequest.selector, "updateRequest");
+          _authorize(functions, InstanceStore.updateRequestState.selector, "updateRequestState");
+
+          // authorize pool service role
+          functions = _authorizeForTarget(INSTANCE_STORE_TARGET_NAME, getServiceRole(POOL()));
+          _authorize(functions, InstanceStore.updatePool.selector, "updatePool");
+
+          // authorize bundle service role
+          functions = _authorizeForTarget(INSTANCE_STORE_TARGET_NAME, getServiceRole(BUNDLE()));
+          _authorize(functions, InstanceStore.createBundle.selector, "createBundle");
+          _authorize(functions, InstanceStore.updateBundle.selector, "updateBundle");
+          _authorize(functions, InstanceStore.updateBundleState.selector, "updateBundleState");
+          _authorize(functions, InstanceStore.increaseLocked.selector, "increaseLocked");
+          _authorize(functions, InstanceStore.decreaseLocked.selector, "decreaseLocked");
+
+          // authorize product service role
+          functions = _authorizeForTarget(INSTANCE_STORE_TARGET_NAME, getServiceRole(PRODUCT()));
+          _authorize(functions, InstanceStore.createRisk.selector, "createRisk");
+          _authorize(functions, InstanceStore.updateRisk.selector, "updateRisk");
+          _authorize(functions, InstanceStore.updateRiskState.selector, "updateRiskState");
+
+          // authorize application service role
+          functions = _authorizeForTarget(INSTANCE_STORE_TARGET_NAME, getServiceRole(APPLICATION()));
+          _authorize(functions, InstanceStore.createApplication.selector, "createApplication");
+          _authorize(functions, InstanceStore.updateApplication.selector, "updateApplication");
+          _authorize(functions, InstanceStore.updateApplicationState.selector, "updateApplicationState");
+
+          // authorize policy service role
+          functions = _authorizeForTarget(INSTANCE_STORE_TARGET_NAME, getServiceRole(POLICY()));
+          _authorize(functions, InstanceStore.updatePolicy.selector, "updatePolicy");
+          _authorize(functions, InstanceStore.updatePolicyState.selector, "updatePolicyState");
+
+          // authorize claim service role
+          functions = _authorizeForTarget(INSTANCE_STORE_TARGET_NAME, getServiceRole(CLAIM()));
+          _authorize(functions, InstanceStore.updatePolicyClaims.selector, "updatePolicyClaims");
+          _authorize(functions, InstanceStore.createClaim.selector, "createClaim");
+          _authorize(functions, InstanceStore.updateClaim.selector, "updateClaim");
+          _authorize(functions, InstanceStore.createPayout.selector, "createPayout");
+          _authorize(functions, InstanceStore.updatePayout.selector, "updatePayout");
+     }
+}
+

package/contracts/instance/InstanceReader.sol

@@ -38,24 +38,29 @@ contract InstanceReader {
     error ErrorInstanceReaderAlreadyInitialized();
     error ErrorInstanceReaderInstanceAddressZero();
 
-    bool private _initialized;
+    bool private _initialized = false;
 
     IInstance internal _instance;
     InstanceStore internal _store;
 
-    function initialize(address instance) public {
+    /// @dev This initializer needs to be called from the instance itself.
+    function initialize() public {
         if(_initialized) {
             revert ErrorInstanceReaderAlreadyInitialized();
         }
 
-        if(instance == address(0)) {
-            revert ErrorInstanceReaderInstanceAddressZero();
-        }
+        initializeWithInstance(msg.sender);
+    }
 
-        _instance = IInstance(instance);
-        _store = _instance.getInstanceStore();
+    /// @dev This initializer needs to be called from the instance itself.
+    function initializeWithInstance(address instanceAddress) public {
+        if(_initialized) {
+            revert ErrorInstanceReaderAlreadyInitialized();
+        }
 
         _initialized = true;
+        _instance = IInstance(instanceAddress);
+        _store = _instance.getInstanceStore();
     }
 
 
@@ -339,11 +344,19 @@ contract InstanceReader {
 
 
     function hasRole(address account, RoleId roleId) public view returns (bool isMember) {
-        (isMember, ) = _instance.getInstanceAccessManager().hasRole(
-            roleId.toInt(), account);
+        return _instance.getInstanceAdmin().hasRole(account, roleId);
+    }
+
+
+    function hasAdminRole(address account, RoleId roleId) public view returns (bool isMember) {
+        return _instance.getInstanceAdmin().hasAdminRole(account, roleId);
     }
 
 
+    function isTargetLocked(address target) public view returns (bool) {
+        return _instance.getInstanceAdmin().isTargetLocked(target);
+    }
+
     function toPolicyKey(NftId policyNftId) public pure returns (Key32) { 
         return policyNftId.toKey32(POLICY());
     }

package/contracts/instance/InstanceService.sol

@@ -4,6 +4,7 @@ pragma solidity ^0.8.20;
 import {Clones} from "@openzeppelin/contracts/proxy/Clones.sol";
 import {ShortString, ShortStrings} from "@openzeppelin/contracts/utils/ShortStrings.sol";
 
+import {AccessManagerCloneable} from "../authorization/AccessManagerCloneable.sol";
 import {Amount} from "../type/Amount.sol";
 import {BundleManager} from "./BundleManager.sol";
 import {ChainNft} from "../registry/ChainNft.sol";
@@ -11,13 +12,12 @@ import {NftId} from "../type/NftId.sol";
 import {RoleId} from "../type/RoleId.sol";
 import {SecondsLib} from "../type/Seconds.sol";
 import {UFixed, UFixedLib} from "../type/UFixed.sol";
-import {ADMIN_ROLE, INSTANCE_OWNER_ROLE, DISTRIBUTION_OWNER_ROLE, POOL_OWNER_ROLE, PRODUCT_OWNER_ROLE, INSTANCE_SERVICE_ROLE, DISTRIBUTION_SERVICE_ROLE, POOL_SERVICE_ROLE, PRODUCT_SERVICE_ROLE, APPLICATION_SERVICE_ROLE, POLICY_SERVICE_ROLE, CLAIM_SERVICE_ROLE, BUNDLE_SERVICE_ROLE, INSTANCE_ROLE} from "../type/RoleId.sol";
+import {ADMIN_ROLE, DISTRIBUTION_OWNER_ROLE, ORACLE_OWNER_ROLE, POOL_OWNER_ROLE, PRODUCT_OWNER_ROLE} from "../type/RoleId.sol";
 import {ObjectType, INSTANCE, BUNDLE, APPLICATION, CLAIM, DISTRIBUTION, INSTANCE, POLICY, POOL, PRODUCT, REGISTRY, STAKING} from "../type/ObjectType.sol";
 
 import {Service} from "../shared/Service.sol";
 import {IInstanceLinkedComponent} from "../shared/IInstanceLinkedComponent.sol";
 import {IService} from "../shared/IService.sol";
-import {AccessManagerExtendedInitializeable} from "../shared/AccessManagerExtendedInitializeable.sol";
 
 import {IDistributionComponent} from "../distribution/IDistributionComponent.sol";
 import {IPoolComponent} from "../pool/IPoolComponent.sol";
@@ -29,12 +29,12 @@ import {IStakingService} from "../staking/IStakingService.sol";
 import {TargetManagerLib} from "../staking/TargetManagerLib.sol";
 
 import {Instance} from "./Instance.sol";
+import {IModuleAuthorization} from "../authorization/IModuleAuthorization.sol";
 import {IInstance} from "./IInstance.sol";
 import {InstanceAdmin} from "./InstanceAdmin.sol";
 import {IInstanceService} from "./IInstanceService.sol";
 import {InstanceReader} from "./InstanceReader.sol";
 import {InstanceStore} from "./InstanceStore.sol";
-import {InstanceAuthorizationsLib} from "./InstanceAuthorizationsLib.sol";
 import {Seconds} from "../type/Seconds.sol";
 import {VersionPart, VersionPartLib} from "../type/Version.sol";
 
@@ -101,71 +101,52 @@ contract InstanceService is
             NftId clonedInstanceNftId
         )
     {
+        // tx sender will become instance owner
         address instanceOwner = msg.sender;
-        AccessManagerExtendedInitializeable clonedAccessManager = AccessManagerExtendedInitializeable(
+
+        // start with setting up a new OZ access manager
+        AccessManagerCloneable clonedAccessManager = AccessManagerCloneable(
             Clones.clone(_masterAccessManager));
+        
+        // set up the instance admin
+        InstanceAdmin clonedInstanceAdmin = InstanceAdmin(Clones.clone(_masterInstanceAdmin));
+        clonedAccessManager.initialize(
+            address(clonedInstanceAdmin)); // grant ADMIN_ROLE to instance admin
 
-        // initially grants ADMIN_ROLE to this (being the instance service). 
-        // This will allow the instance service to bootstrap the authorizations of the instance.
-        // Instance service will renounce ADMIN_ROLE when bootstraping is finished
-        clonedAccessManager.initialize(address(this));
+        clonedInstanceAdmin.initialize(
+            clonedAccessManager,
+            InstanceAdmin(_masterInstanceAdmin).getInstanceAuthorization());
 
-        clonedInstance = Instance(Clones.clone(_masterInstance));
-        clonedInstance.initialize(
-            address(clonedAccessManager),
-            address(getRegistry()), 
-            instanceOwner);
-        // initialize and set before instance reader
         InstanceStore clonedInstanceStore = InstanceStore(Clones.clone(address(_masterInstanceStore)));
-        clonedInstanceStore.initialize(address(clonedInstance));
-        clonedInstance.setInstanceStore(clonedInstanceStore);
-        
-        InstanceReader clonedInstanceReader = InstanceReader(Clones.clone(address(_masterInstanceReader)));
-        clonedInstanceReader.initialize(address(clonedInstance));
-        clonedInstance.setInstanceReader(clonedInstanceReader);
-
         BundleManager clonedBundleManager = BundleManager(Clones.clone(_masterInstanceBundleManager));
-        clonedBundleManager.initialize(address(clonedInstance));
-        clonedInstance.setBundleManager(clonedBundleManager);
+        InstanceReader clonedInstanceReader = InstanceReader(Clones.clone(address(_masterInstanceReader)));
 
-        InstanceAdmin clonedInstanceAdmin = InstanceAdmin(Clones.clone(_masterInstanceAdmin));
-        clonedAccessManager.grantRole(ADMIN_ROLE().toInt(), address(clonedInstanceAdmin), 0);
-        clonedInstanceAdmin.initialize(address(clonedInstance));
-        clonedInstance.setInstanceAdmin(clonedInstanceAdmin);
-
-        // TODO amend setters with instance specific , policy manager ...
-
-        // TODO library does external calls -> but it is registry and access manager -> find out is it best practice
-        InstanceAuthorizationsLib.grantInitialAuthorizations(
-            clonedAccessManager, 
-            clonedInstanceAdmin, 
-            clonedInstance, 
-            clonedBundleManager, 
-            clonedInstanceStore, 
-            instanceOwner,
+        // clone instance
+        clonedInstance = Instance(Clones.clone(_masterInstance));
+        clonedInstance.initialize(
+            clonedInstanceAdmin,
+            clonedInstanceStore,
+            clonedBundleManager,
+            clonedInstanceReader,
             getRegistry(),
-            getVersion().toMajorPart());
-
-        clonedAccessManager.renounceRole(ADMIN_ROLE().toInt(), address(this));
+            instanceOwner);
 
-        // register new instance with registry
-        IRegistry.ObjectInfo memory info = _registryService.registerInstance(clonedInstance, instanceOwner);
-        clonedInstanceNftId = info.nftId;
+        // register cloned instance with registry
+        clonedInstanceNftId = _registryService.registerInstance(
+            clonedInstance, instanceOwner).nftId;
 
-        // create corresponding staking target
+        // register cloned instance as staking target
         _stakingService.createInstanceTarget(
             clonedInstanceNftId,
             TargetManagerLib.getDefaultLockingPeriod(),
             TargetManagerLib.getDefaultRewardRate());
 
+        // MUST be set after instance is set up and registered
+        clonedInstanceAdmin.initializeInstanceAuthorization(address(clonedInstance));
+
         emit LogInstanceCloned(
-            address(clonedAccessManager), 
-            address(clonedInstanceAdmin), 
-            address(clonedInstance),
-            address(clonedInstanceStore),
-            address(clonedBundleManager), 
-            address(clonedInstanceReader), 
-            clonedInstanceNftId);
+            clonedInstanceNftId,
+            address(clonedInstance));
     }
 
 
@@ -239,9 +220,10 @@ contract InstanceService is
                 instanceNftId).objectAddress);
 
         // no revert in case already locked
-        instance.getInstanceAdmin().setTargetLockedByService(
-            componentAddress, 
-            locked);
+        // TODO refactor/implement
+        // instance.getInstanceAdmin().setTargetLockedByService(
+        //     componentAddress, 
+        //     locked);
     }
 
 
@@ -255,13 +237,13 @@ contract InstanceService is
             returns(NftId masterInstanceNftId)
     {
         if(_masterInstance != address(0)) { revert ErrorInstanceServiceMasterInstanceAlreadySet(); }
-        if(_masterAccessManager != address(0)) { revert ErrorInstanceServiceMasterInstanceAccessManagerAlreadySet(); }
         if(_masterInstanceAdmin != address(0)) { revert ErrorInstanceServiceMasterInstanceAdminAlreadySet(); }
         if(_masterInstanceBundleManager != address(0)) { revert ErrorInstanceServiceMasterBundleManagerAlreadySet(); }
 
         if(instanceAddress == address(0)) { revert ErrorInstanceServiceInstanceAddressZero(); }
 
         IInstance instance = IInstance(instanceAddress);
+        address accessManagerAddress = instance.authority();
         InstanceAdmin instanceAdmin = instance.getInstanceAdmin();
         address instanceAdminAddress = address(instanceAdmin);
         InstanceReader instanceReader = instance.getInstanceReader();
@@ -271,6 +253,7 @@ contract InstanceService is
         InstanceStore instanceStore = instance.getInstanceStore();
         address instanceStoreAddress = address(instanceStore);
 
+        if(accessManagerAddress == address(0)) { revert ErrorInstanceServiceAccessManagerZero(); }
         if(instanceAdminAddress == address(0)) { revert ErrorInstanceServiceInstanceAdminZero(); }
         if(instanceReaderAddress == address(0)) { revert ErrorInstanceServiceInstanceReaderZero(); }
         if(bundleManagerAddress == address(0)) { revert ErrorInstanceServiceBundleManagerZero(); }
@@ -282,7 +265,7 @@ contract InstanceService is
         if(bundleManager.getInstance() != instance) { revert ErrorInstanceServiceBundleMangerInstanceMismatch(); }
         if(instanceReader.getInstance() != instance) { revert ErrorInstanceServiceInstanceReaderInstanceMismatch2(); }
 
-        _masterAccessManager = instance.authority();
+        _masterAccessManager = accessManagerAddress;
         _masterInstanceAdmin = instanceAdminAddress;
         _masterInstance = instanceAddress;
         _masterInstanceReader = instanceReaderAddress;
@@ -314,7 +297,7 @@ contract InstanceService is
         Instance instance = Instance(instanceInfo.objectAddress);
         
         InstanceReader upgradedInstanceReaderClone = InstanceReader(Clones.clone(address(_masterInstanceReader)));
-        upgradedInstanceReaderClone.initialize(address(instance));
+        upgradedInstanceReaderClone.initializeWithInstance(address(instance));
         instance.setInstanceReader(upgradedInstanceReaderClone);
     }
 
@@ -340,6 +323,25 @@ contract InstanceService is
     }
 
 
+    function initializeAuthorization(
+        NftId instanceNftId, 
+        IInstanceLinkedComponent component
+    )
+        external
+        virtual
+        restricted()
+    {
+        (IInstance instance, ) = _validateInstanceAndComponent(
+            instanceNftId, 
+            address(component));
+
+        InstanceAdmin instanceAdmin = instance.getInstanceAdmin();
+        instanceAdmin.initializeComponentAuthorization(
+            address(component),
+            component.getAuthorization());
+    }
+
+
     function createComponentTarget(
         NftId instanceNftId,
         address targetAddress,
@@ -379,12 +381,14 @@ contract InstanceService is
         ) = _validateInstanceAndComponent(instanceNftId, targetAddress);
 
         InstanceAdmin instanceAdmin = instance.getInstanceAdmin();
-        instanceAdmin.createGifTarget(targetAddress, targetName);
+
+        // TODO refactor/implement
+        // instanceAdmin.createGifTarget(targetAddress, targetName);
+
         // set proposed target config
-        // TODO restriction: gif targets are set only once and only here?
-        //      assume config is a mix of gif and custom roles and no further configuration by INSTANCE_OWNER_ROLE is ever needed?
         for(uint roleIdx = 0; roleIdx < roles.length; roleIdx++) {
-            instanceAdmin.setTargetFunctionRoleByService(targetName, selectors[roleIdx], roles[roleIdx]);
+            // TODO refactor/implement
+            // instanceAdmin.setTargetFunctionRoleByService(targetName, selectors[roleIdx], roles[roleIdx]);
         }
     }
     

package/contracts/instance/InstanceStore.sol

@@ -27,21 +27,28 @@ import {IPolicy} from "./module/IPolicy.sol";
 import {IOracle} from "../oracle/IOracle.sol";
 import {IRisk} from "./module/IRisk.sol";
 
+import {ObjectLifecycle} from "./base/ObjectLifecycle.sol";
+
 
 contract InstanceStore is
     AccessManagedUpgradeable, 
     BalanceStore,
     KeyValueStore,
-    ObjectCounter
+    ObjectCounter,
+    ObjectLifecycle
 {
-    function initialize(address instance)
+
+    /// @dev This initializer needs to be called from the instance itself.
+    function initialize()
         public 
         initializer()
     {
+        address instance = msg.sender;
         address authority = IInstance(instance).authority();
-        __AccessManaged_init(authority);
 
-        initializeLifecycle();
+        __AccessManaged_init(authority);
+        // double initialization, safe
+        _initializeLifecycle();
     }
 
     //--- Component ---------------------------------------------------------//

package/contracts/instance/base/ObjectLifecycle.sol

@@ -0,0 +1,106 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {Initializable} from "@openzeppelin/contracts-upgradeable/proxy/utils/Initializable.sol"; 
+
+import {COMPONENT, BUNDLE, POLICY, REQUEST, RISK, CLAIM, PAYOUT, POOL, PRODUCT, DISTRIBUTION, DISTRIBUTOR, DISTRIBUTOR_TYPE, REFERRAL} from "../../type/ObjectType.sol";
+import {ACTIVE, PAUSED, ARCHIVED, CLOSED, APPLIED, COLLATERALIZED, REVOKED, SUBMITTED, CONFIRMED, DECLINED, EXPECTED, PAID, FULFILLED, FAILED, CANCELLED} from "../../type/StateId.sol";
+import {Lifecycle} from "../../shared/Lifecycle.sol";
+
+contract ObjectLifecycle is
+    Lifecycle,
+    Initializable
+{
+    function _initializeLifecycle() internal onlyInitializing
+    {
+        _setupLifecycle();
+    }
+
+    function _setupLifecycle()
+        internal
+        override
+    {
+        _setupBundleLifecycle();
+        _setupComponentLifecycle();
+        _setupPolicyLifecycle();
+        _setupClaimLifecycle();
+        _setupPayoutLifecycle();
+        _setupRiskLifecycle();
+        _setupRequestLifecycle();
+
+        // setup dummy lifecycles to manage with key value store 
+        _setUpPoolLifecycle();
+        _setUpProductLifecycle();
+        _setUpDistributionLifecycle();
+    }
+
+    function _setupComponentLifecycle() private {
+        setInitialState(COMPONENT(), ACTIVE());
+        setStateTransition(COMPONENT(), ACTIVE(), PAUSED());
+        setStateTransition(COMPONENT(), PAUSED(), ACTIVE());
+        setStateTransition(COMPONENT(), PAUSED(), ARCHIVED());
+    }
+
+    function _setupBundleLifecycle() private {
+        setInitialState(BUNDLE(), ACTIVE());
+        setStateTransition(BUNDLE(), ACTIVE(), PAUSED());
+        setStateTransition(BUNDLE(), ACTIVE(), CLOSED());
+        setStateTransition(BUNDLE(), PAUSED(), ACTIVE());
+        setStateTransition(BUNDLE(), PAUSED(), CLOSED());
+    }
+
+    function _setupPolicyLifecycle() private {
+        setInitialState(POLICY(), APPLIED());
+        setStateTransition(POLICY(), APPLIED(), REVOKED());
+        setStateTransition(POLICY(), APPLIED(), DECLINED());
+        setStateTransition(POLICY(), APPLIED(), COLLATERALIZED());
+        setStateTransition(POLICY(), APPLIED(), ACTIVE());
+        setStateTransition(POLICY(), COLLATERALIZED(), ACTIVE());
+        setStateTransition(POLICY(), ACTIVE(), CLOSED());
+    }
+
+    function _setupClaimLifecycle() private {
+        setInitialState(CLAIM(), SUBMITTED());
+        setStateTransition(CLAIM(), SUBMITTED(), CONFIRMED());
+        setStateTransition(CLAIM(), SUBMITTED(), DECLINED());
+        setStateTransition(CLAIM(), CONFIRMED(), CLOSED());
+    }
+
+    function _setupPayoutLifecycle() private {
+        setInitialState(PAYOUT(), EXPECTED());
+        setStateTransition(PAYOUT(), EXPECTED(), PAID());
+    }
+
+    function _setupRiskLifecycle() private {
+        setInitialState(RISK(), ACTIVE());
+        setStateTransition(RISK(), ACTIVE(), PAUSED());
+        setStateTransition(RISK(), PAUSED(), ACTIVE());
+        setStateTransition(RISK(), PAUSED(), ARCHIVED());
+    }
+
+    function _setupRequestLifecycle() private {
+        setInitialState(REQUEST(), ACTIVE());
+        setStateTransition(REQUEST(), ACTIVE(), FULFILLED());
+        setStateTransition(REQUEST(), ACTIVE(), FAILED());
+        setStateTransition(REQUEST(), FAILED(), FULFILLED());
+        setStateTransition(REQUEST(), ACTIVE(), CANCELLED());
+    }
+
+    // dummy lifecycle only
+    function _setUpPoolLifecycle() private {
+        setInitialState(POOL(), ACTIVE());
+    }
+
+    // dummy lifecycle only
+    function _setUpProductLifecycle() private {
+        setInitialState(PRODUCT(), ACTIVE());
+    }
+
+    // dummy lifecycles only
+    function _setUpDistributionLifecycle() private {
+        setInitialState(DISTRIBUTION(), ACTIVE());
+        setInitialState(DISTRIBUTOR(), ACTIVE());
+        setInitialState(DISTRIBUTOR_TYPE(), ACTIVE());
+        setInitialState(REFERRAL(), ACTIVE());
+    }
+}

package/contracts/instance/base/ObjectManager.sol

@@ -22,16 +22,15 @@ contract ObjectManager is
     mapping(NftId compnentNftId => LibNftIdSet.Set objects) internal _allObjects;
     IInstance internal _instance; // store instance address -> more flexible, instance may not be registered during ObjectManager initialization
 
-    /// @dev call to initialize MUST be made in the same transaction as cloning of the contract
-    function initialize(address instanceAddress) 
-        initializer
-        external 
+    /// @dev This initializer needs to be called from the instance itself.
+    function initialize() 
+        external
+        initializer()
     {
-        IInstance instance = IInstance(instanceAddress);
-        __Cloneable_init(instance.authority(), address(instance.getRegistry()));
-        _instance = instance;
+        _instance = IInstance(msg.sender);
+        __Cloneable_init(_instance.authority(), address(_instance.getRegistry()));
         
-        emit LogObjectManagerInitialized(instanceAddress);
+        emit LogObjectManagerInitialized(address(_instance));
     }
 
     function getInstance() external view returns (IInstance) {