@etherisc/gif-next 0.0.2-90f8ffc-398 → 0.0.2-9105e58-225

package/contracts/instance/Instance.sol

@@ -5,8 +5,9 @@ import {AccessManagedUpgradeable} from "@openzeppelin/contracts-upgradeable/acce
 
 import {Key32, KeyId, Key32Lib} from "../types/Key32.sol";
 import {NftId} from "../types/NftId.sol";
+import {ClaimId} from "../types/ClaimId.sol";
 import {NumberId} from "../types/NumberId.sol";
-import {ObjectType, BUNDLE, DISTRIBUTION, INSTANCE, POLICY, POOL, ROLE, PRODUCT, TARGET, COMPONENT} from "../types/ObjectType.sol";
+import {ObjectType, BUNDLE, DISTRIBUTION, INSTANCE, POLICY, POOL, ROLE, PRODUCT, TARGET, COMPONENT, DISTRIBUTOR, DISTRIBUTOR_TYPE} from "../types/ObjectType.sol";
 import {RiskId, RiskIdLib} from "../types/RiskId.sol";
 import {RoleId, RoleIdLib} from "../types/RoleId.sol";
 import {StateId, ACTIVE} from "../types/StateId.sol";
@@ -25,6 +26,7 @@ import {KeyValueStore} from "./base/KeyValueStore.sol";
 
 import {IAccess} from "./module/IAccess.sol";
 import {IBundle} from "./module/IBundle.sol";
+import {IDistribution} from "./module/IDistribution.sol";
 import {IPolicy} from "./module/IPolicy.sol";
 import {IRisk} from "./module/IRisk.sol";
 import {ISetup} from "./module/ISetup.sol";
@@ -59,13 +61,12 @@ contract Instance is
 
     function initialize(address accessManagerAddress, address registryAddress, NftId registryNftId, address initialOwner) 
         public 
-        initializer
+        initializer()
     {
         __AccessManaged_init(accessManagerAddress);
         
-        _initializeRegisterable(registryAddress, registryNftId, INSTANCE(), false, initialOwner, "");
-
-        _registerInterface(type(IInstance).interfaceId);    
+        initializeRegisterable(registryAddress, registryNftId, INSTANCE(), false, initialOwner, "");
+        registerInterface(type(IInstance).interfaceId);    
     }
 
     //--- ProductSetup ------------------------------------------------------//
@@ -107,43 +108,43 @@ contract Instance is
         updateState(_toNftKey32(poolNftId, POOL()), newState);
     }
 
-    //--- DistributorType ---------------------------------------------------//
-    function createDistributorType(NftId policyNftId, NumberId payoutId, IPolicy.PayoutInfo memory payout) external restricted() {
-        create(toPolicyKey32(policyNftId), abi.encode(payout));
+    //--- DistributorType -------------------------------------------------------//
+    function createDistributorType(Key32 distributorKey, IDistribution.DistributorTypeInfo memory info) external restricted() {
+        create(distributorKey, abi.encode(info));
     }
 
-    function updateDistributorType(NftId policyNftId, NumberId payoutId, IPolicy.PayoutInfo memory payout, StateId newState) external restricted() {
-        update(toPolicyKey32(policyNftId), abi.encode(payout), newState);
+    function updateDistributorType(Key32 distributorKey, IDistribution.DistributorTypeInfo memory info, StateId newState) external restricted() {
+        update(distributorKey, abi.encode(info), newState);
     }
 
-    function updateDistributorTypeState(NftId policyNftId, StateId newState) external restricted() {
-        updateState(toPolicyKey32(policyNftId), newState);
+    function updateDistributorTypeState(Key32 distributorKey, StateId newState) external restricted() {
+        updateState(distributorKey, newState);
     }
 
     //--- Distributor -------------------------------------------------------//
-    function createDistributor(NftId policyNftId, NumberId payoutId, IPolicy.PayoutInfo memory payout) external restricted() {
-        create(toPolicyKey32(policyNftId), abi.encode(payout));
+    function createDistributor(NftId nftId, IDistribution.DistributorInfo memory info) external restricted() {
+        create(toDistributorKey32(nftId), abi.encode(info));
     }
 
-    function updateDistributor(NftId policyNftId, NumberId payoutId, IPolicy.PayoutInfo memory payout, StateId newState) external restricted() {
-        update(toPolicyKey32(policyNftId), abi.encode(payout), newState);
+    function updateDistributor(NftId nftId, IDistribution.DistributorInfo memory info, StateId newState) external restricted() {
+        update(toDistributorKey32(nftId), abi.encode(info), newState);
     }
 
-    function updateDistributorState(NftId policyNftId, StateId newState) external restricted() {
-        updateState(toPolicyKey32(policyNftId), newState);
+    function updateDistributorState(NftId nftId, StateId newState) external restricted() {
+        updateState(toDistributorKey32(nftId), newState);
     }
 
     //--- Referral ----------------------------------------------------------//
-    function createReferral(NftId policyNftId, NumberId payoutId, IPolicy.PayoutInfo memory payout) external restricted() {
-        create(toPolicyKey32(policyNftId), abi.encode(payout));
+    function createReferral(Key32 referralKey, IDistribution.ReferralInfo memory referralInfo) external restricted() {
+        create(referralKey, abi.encode(referralInfo));
     }
 
-    function updateReferral(NftId policyNftId, NumberId payoutId, IPolicy.PayoutInfo memory payout, StateId newState) external restricted() {
-        update(toPolicyKey32(policyNftId), abi.encode(payout), newState);
+    function updateReferral(Key32 referralKey, IDistribution.ReferralInfo memory referralInfo, StateId newState) external restricted() {
+        update(referralKey, abi.encode(referralInfo), newState);
     }
 
-    function updateReferralState(NftId policyNftId, StateId newState) external restricted() {
-        updateState(toPolicyKey32(policyNftId), newState);
+    function updateReferralState(Key32 referralKey, StateId newState) external restricted() {
+        updateState(referralKey, newState);
     }
 
     //--- Bundle ------------------------------------------------------------//
@@ -172,11 +173,20 @@ contract Instance is
         updateState(riskId.toKey32(), newState);
     }
 
-    //--- Policy ------------------------------------------------------------//
-    function createPolicy(NftId policyNftId, IPolicy.PolicyInfo memory policy) external restricted() {
-        create(toPolicyKey32(policyNftId), abi.encode(policy));
+    //--- Application (Policy) ----------------------------------------------//
+    function createApplication(NftId applicationNftId, IPolicy.PolicyInfo memory policy) external restricted() {
+        create(toPolicyKey32(applicationNftId), abi.encode(policy));
     }
 
+    function updateApplication(NftId applicationNftId, IPolicy.PolicyInfo memory policy, StateId newState) external restricted() {
+        update(toPolicyKey32(applicationNftId), abi.encode(policy), newState);
+    }
+
+    function updateApplicationState(NftId applicationNftId, StateId newState) external restricted() {
+        updateState(toPolicyKey32(applicationNftId), newState);
+    }
+
+    //--- Policy ------------------------------------------------------------//
     function updatePolicy(NftId policyNftId, IPolicy.PolicyInfo memory policy, StateId newState) external restricted() {
         update(toPolicyKey32(policyNftId), abi.encode(policy), newState);
     }
@@ -186,15 +196,15 @@ contract Instance is
     }
 
     //--- Claim -------------------------------------------------------------//
-    function createClaim(NftId policyNftId, NumberId claimId, IPolicy.ClaimInfo memory claim) external restricted() {
+    function createClaim(NftId policyNftId, ClaimId claimId, IPolicy.ClaimInfo memory claim) external restricted() {
         create(toPolicyKey32(policyNftId), abi.encode(claim));
     }
 
-    function updateClaim(NftId policyNftId, NumberId claimId, IPolicy.ClaimInfo memory claim, StateId newState) external restricted() {
+    function updateClaim(NftId policyNftId, ClaimId claimId, IPolicy.ClaimInfo memory claim, StateId newState) external restricted() {
         update(toPolicyKey32(policyNftId), abi.encode(claim), newState);
     }
 
-    function updateClaimState(NftId policyNftId, StateId newState) external restricted() {
+    function updateClaimState(NftId policyNftId, ClaimId claimId, StateId newState) external restricted() {
         updateState(toPolicyKey32(policyNftId), newState);
     }
 
@@ -203,7 +213,7 @@ contract Instance is
         create(toPolicyKey32(policyNftId), abi.encode(payout));
     }
 
-    function updateClaim(NftId policyNftId, NumberId payoutId, IPolicy.PayoutInfo memory payout, StateId newState) external restricted() {
+    function updatePayout(NftId policyNftId, NumberId payoutId, IPolicy.PayoutInfo memory payout, StateId newState) external restricted() {
         update(toPolicyKey32(policyNftId), abi.encode(payout), newState);
     }
 
@@ -224,24 +234,36 @@ contract Instance is
         return policyNftId.toKey32(POLICY());
     }
 
+    function toDistributionKey32(NftId distNftId) public pure returns (Key32) {
+        return distNftId.toKey32(DISTRIBUTION());
+    }
+
+    function toDistributorTypeKey32(NftId distNftId) public pure returns (Key32) {
+        return distNftId.toKey32(DISTRIBUTOR_TYPE());
+    }
+
+    function toDistributorKey32(NftId distNftId) public pure returns (Key32) {
+        return distNftId.toKey32(DISTRIBUTOR());
+    }
+    
     function getDistributionService() external view returns (IDistributionService) {
-        return IDistributionService(_registry.getServiceAddress(DISTRIBUTION(), VersionPart.wrap(3)));
+        return IDistributionService(getRegistry().getServiceAddress(DISTRIBUTION(), VersionPart.wrap(3)));
     }
 
     function getProductService() external view returns (IProductService) {
-        return IProductService(_registry.getServiceAddress(PRODUCT(), VersionPart.wrap(3)));
+        return IProductService(getRegistry().getServiceAddress(PRODUCT(), VersionPart.wrap(3)));
     }
 
     function getPoolService() external view returns (IPoolService) {
-        return IPoolService(_registry.getServiceAddress(POOL(), VersionPart.wrap(3)));
+        return IPoolService(getRegistry().getServiceAddress(POOL(), VersionPart.wrap(3)));
     }
 
     function getPolicyService() external view returns (IPolicyService) {
-        return IPolicyService(_registry.getServiceAddress(POLICY(), VersionPart.wrap(3)));
+        return IPolicyService(getRegistry().getServiceAddress(POLICY(), VersionPart.wrap(3)));
     }
 
     function getBundleService() external view returns (IBundleService) {
-        return IBundleService(_registry.getServiceAddress(BUNDLE(), VersionPart.wrap(3)));
+        return IBundleService(getRegistry().getServiceAddress(BUNDLE(), VersionPart.wrap(3)));
     }
 
     function setInstanceReader(InstanceReader instanceReader) external restricted() {

package/contracts/instance/InstanceAccessManager.sol

@@ -58,7 +58,7 @@ contract InstanceAccessManager is
 
     function setRoleLocked(RoleId roleId, bool locked) external restricted() {
         if (!roleExists(roleId)) {
-            revert IAccess.ErrorIAccessSetLockedForNonexstentRole(roleId);
+            revert IAccess.ErrorIAccessRoleIdInvalid(roleId);
         }
 
         _role[roleId].isLocked = locked;
@@ -71,7 +71,7 @@ contract InstanceAccessManager is
 
     function grantRole(RoleId roleId, address member) external restricted() returns (bool granted) {
         if (!roleExists(roleId)) {
-            revert IAccess.ErrorIAccessGrantNonexstentRole(roleId);
+            revert IAccess.ErrorIAccessRoleIdInvalid(roleId);
         }
 
         if (_role[roleId].isLocked) {
@@ -161,7 +161,7 @@ contract InstanceAccessManager is
         address target = _targetForName[ShortStrings.toShortString(targetName)];
         
         if (target == address(0)) {
-            revert IAccess.ErrorIAccessSetLockedForNonexstentTarget(target);
+            revert IAccess.ErrorIAccessTargetDoesNotExist(ShortStrings.toShortString(targetName));
         }
 
         _target[target].isLocked = locked;
@@ -236,7 +236,7 @@ contract InstanceAccessManager is
         }
 
         if (_target[target].createdAt.gtz()) {
-            revert IAccess.ErrorIAccessTargetAlreadyExists(target, _target[target].name);
+            revert IAccess.ErrorIAccessTargetExists(target, _target[target].name);
         }
         if (_targetForName[ShortStrings.toShortString(name)] != address(0)) {
             revert IAccess.ErrorIAccessTargetNameExists(target, _targetForName[ShortStrings.toShortString(name)], ShortStrings.toShortString(name));
@@ -258,20 +258,19 @@ contract InstanceAccessManager is
         // TODO: implement
     }
 
-    function setTargetFunctionRole(
-        address target,
-        bytes4[] calldata selectors,
-        uint64 roleId
-    ) public virtual restricted() {
-        _accessManager.setTargetFunctionRole(target, selectors, roleId);
-    }
-
     function setTargetFunctionRole(
         string memory targetName,
         bytes4[] calldata selectors,
         RoleId roleId
     ) public virtual restricted() {
         address target = _targetForName[ShortStrings.toShortString(targetName)];
+        
+        if (target == address(0)) {
+            revert IAccess.ErrorIAccessTargetDoesNotExist(ShortStrings.toShortString(targetName));
+        }
+        if (! roleExists(roleId)) {
+            revert IAccess.ErrorIAccessRoleIdInvalid(roleId);
+        }
         uint64 roleIdInt = RoleId.unwrap(roleId);
         _accessManager.setTargetFunctionRole(target, selectors, roleIdInt);
     }
@@ -279,7 +278,7 @@ contract InstanceAccessManager is
     function setTargetClosed(string memory targetName, bool closed) public restricted() {
         address target = _targetForName[ShortStrings.toShortString(targetName)];
         if (target == address(0)) {
-            revert IAccess.ErrorIAccessTargetAddressZero();
+            revert IAccess.ErrorIAccessTargetDoesNotExist(ShortStrings.toShortString(targetName));
         }
         _accessManager.setTargetClosed(target, closed);
     }

package/contracts/instance/InstanceService.sol

@@ -16,13 +16,16 @@ import {Service} from "../../contracts/shared/Service.sol";
 import {IService} from "../shared/IService.sol";
 import {NftId} from "../../contracts/types/NftId.sol";
 import {RoleId} from "../types/RoleId.sol";
-import {ADMIN_ROLE, DISTRIBUTION_OWNER_ROLE, POOL_OWNER_ROLE, PRODUCT_OWNER_ROLE, INSTANCE_SERVICE_ROLE, DISTRIBUTION_SERVICE_ROLE, POOL_SERVICE_ROLE, PRODUCT_SERVICE_ROLE, POLICY_SERVICE_ROLE, BUNDLE_SERVICE_ROLE} from "../types/RoleId.sol";
-import {ObjectType, INSTANCE, BUNDLE, POLICY, PRODUCT, DISTRIBUTION, REGISTRY, POOL} from "../types/ObjectType.sol";
+import {ADMIN_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} from "../types/RoleId.sol";
+import {ObjectType, INSTANCE, BUNDLE, APPLICATION, POLICY, CLAIM, PRODUCT, DISTRIBUTION, REGISTRY, POOL} from "../types/ObjectType.sol";
 import {IDistributionComponent} from "../components/IDistributionComponent.sol";
 import {IPoolComponent} from "../components/IPoolComponent.sol";
 import {IProductComponent} from "../components/IProductComponent.sol";
 
-contract InstanceService is Service, IInstanceService {
+contract InstanceService is
+    Service,
+    IInstanceService
+{
 
     address internal _masterInstanceAccessManager;
     address internal _masterInstance;
@@ -34,7 +37,7 @@ contract InstanceService is Service, IInstanceService {
 
     modifier onlyInstanceOwner(NftId instanceNftId) {
         IRegistry registry = getRegistry();
-        ChainNft chainNft = registry.getChainNft();
+        ChainNft chainNft = ChainNft(registry.getChainNftAddress());
         
         if( msg.sender != chainNft.ownerOf(instanceNftId.toInt())) {
             revert ErrorInstanceServiceNotInstanceOwner(msg.sender, instanceNftId);
@@ -106,7 +109,9 @@ contract InstanceService is Service, IInstanceService {
         _grantDistributionServiceAuthorizations(clonedAccessManager, clonedInstance);
         _grantPoolServiceAuthorizations(clonedAccessManager, clonedInstance);
         _grantProductServiceAuthorizations(clonedAccessManager, clonedInstance);
+        _grantApplicationServiceAuthorizations(clonedAccessManager, clonedInstance);    
         _grantPolicyServiceAuthorizations(clonedAccessManager, clonedInstance);    
+        _grantClaimServiceAuthorizations(clonedAccessManager, clonedInstance);    
         _grantBundleServiceAuthorizations(clonedAccessManager, clonedInstance, clonedBundleManager);
         _grantInstanceServiceAuthorizations(clonedAccessManager, clonedInstance);
     }
@@ -119,7 +124,9 @@ contract InstanceService is Service, IInstanceService {
         clonedAccessManager.createGifRole(DISTRIBUTION_SERVICE_ROLE(), "DistributionServiceRole");
         clonedAccessManager.createGifRole(POOL_SERVICE_ROLE(), "PoolServiceRole");
         clonedAccessManager.createGifRole(PRODUCT_SERVICE_ROLE(), "ProductServiceRole");
+        clonedAccessManager.createGifRole(APPLICATION_SERVICE_ROLE(), "ApplicationServiceRole");
         clonedAccessManager.createGifRole(POLICY_SERVICE_ROLE(), "PolicyServiceRole");
+        clonedAccessManager.createGifRole(CLAIM_SERVICE_ROLE(), "ClaimServiceRole");
         clonedAccessManager.createGifRole(BUNDLE_SERVICE_ROLE(), "BundleServiceRole");
         clonedAccessManager.createGifRole(INSTANCE_SERVICE_ROLE(), "InstanceServiceRole");
     }
@@ -135,9 +142,18 @@ contract InstanceService is Service, IInstanceService {
         IRegistry registry = getRegistry();
         address distributionServiceAddress = registry.getServiceAddress(DISTRIBUTION(), getMajorVersion());
         clonedAccessManager.grantRole(DISTRIBUTION_SERVICE_ROLE(), distributionServiceAddress);
-        bytes4[] memory instanceDistributionServiceSelectors = new bytes4[](2);
+        bytes4[] memory instanceDistributionServiceSelectors = new bytes4[](11);
         instanceDistributionServiceSelectors[0] = clonedInstance.createDistributionSetup.selector;
         instanceDistributionServiceSelectors[1] = clonedInstance.updateDistributionSetup.selector;
+        instanceDistributionServiceSelectors[2] = clonedInstance.createDistributorType.selector;
+        instanceDistributionServiceSelectors[3] = clonedInstance.updateDistributorType.selector;
+        instanceDistributionServiceSelectors[4] = clonedInstance.updateDistributorTypeState.selector;
+        instanceDistributionServiceSelectors[5] = clonedInstance.createDistributor.selector;
+        instanceDistributionServiceSelectors[6] = clonedInstance.updateDistributor.selector;
+        instanceDistributionServiceSelectors[7] = clonedInstance.updateDistributorState.selector;
+        instanceDistributionServiceSelectors[8] = clonedInstance.createReferral.selector;
+        instanceDistributionServiceSelectors[9] = clonedInstance.updateReferral.selector;
+        instanceDistributionServiceSelectors[10] = clonedInstance.updateReferralState.selector;
         clonedAccessManager.setTargetFunctionRole(
             "Instance",
             instanceDistributionServiceSelectors, 
@@ -146,7 +162,7 @@ contract InstanceService is Service, IInstanceService {
 
     function _grantPoolServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
         // configure authorization for pool service on instance
-        address poolServiceAddress = _registry.getServiceAddress(POOL(), getMajorVersion());
+        address poolServiceAddress = getRegistry().getServiceAddress(POOL(), getMajorVersion());
         clonedAccessManager.grantRole(POOL_SERVICE_ROLE(), address(poolServiceAddress));
         bytes4[] memory instancePoolServiceSelectors = new bytes4[](4);
         instancePoolServiceSelectors[0] = clonedInstance.createPoolSetup.selector;
@@ -159,7 +175,7 @@ contract InstanceService is Service, IInstanceService {
 
     function _grantProductServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
         // configure authorization for product service on instance
-        address productServiceAddress = _registry.getServiceAddress(PRODUCT(), getMajorVersion());
+        address productServiceAddress = getRegistry().getServiceAddress(PRODUCT(), getMajorVersion());
         clonedAccessManager.grantRole(PRODUCT_SERVICE_ROLE(), address(productServiceAddress));
         bytes4[] memory instanceProductServiceSelectors = new bytes4[](5);
         instanceProductServiceSelectors[0] = clonedInstance.createProductSetup.selector;
@@ -173,23 +189,50 @@ contract InstanceService is Service, IInstanceService {
             PRODUCT_SERVICE_ROLE());
     }
 
+    function _grantApplicationServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
+        // configure authorization for application services on instance
+        address applicationServiceAddress = getRegistry().getServiceAddress(APPLICATION(), getMajorVersion());
+        clonedAccessManager.grantRole(APPLICATION_SERVICE_ROLE(), applicationServiceAddress);
+        bytes4[] memory instanceApplicationServiceSelectors = new bytes4[](3);
+        instanceApplicationServiceSelectors[0] = clonedInstance.createApplication.selector;
+        instanceApplicationServiceSelectors[1] = clonedInstance.updateApplication.selector;
+        instanceApplicationServiceSelectors[2] = clonedInstance.updateApplicationState.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            "Instance",
+            instanceApplicationServiceSelectors, 
+            APPLICATION_SERVICE_ROLE());
+    }
+
     function _grantPolicyServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
-        // configure authorization for policy service on instance
-        address policyServiceAddress = _registry.getServiceAddress(POLICY(), getMajorVersion());
-        clonedAccessManager.grantRole(POLICY_SERVICE_ROLE(), address(policyServiceAddress));
-        bytes4[] memory instancePolicyServiceSelectors = new bytes4[](3);
-        instancePolicyServiceSelectors[0] = clonedInstance.createPolicy.selector;
-        instancePolicyServiceSelectors[1] = clonedInstance.updatePolicy.selector;
-        instancePolicyServiceSelectors[2] = clonedInstance.updatePolicyState.selector;
+        // configure authorization for policy services on instance
+        address policyServiceAddress = getRegistry().getServiceAddress(POLICY(), getMajorVersion());
+        clonedAccessManager.grantRole(POLICY_SERVICE_ROLE(), policyServiceAddress);
+        bytes4[] memory instancePolicyServiceSelectors = new bytes4[](2);
+        instancePolicyServiceSelectors[0] = clonedInstance.updatePolicy.selector;
+        instancePolicyServiceSelectors[1] = clonedInstance.updatePolicyState.selector;
         clonedAccessManager.setTargetFunctionRole(
             "Instance",
             instancePolicyServiceSelectors, 
             POLICY_SERVICE_ROLE());
     }
 
+    function _grantClaimServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
+        // configure authorization for claim/payout services on instance
+        address claimServiceAddress = getRegistry().getServiceAddress(CLAIM(), getMajorVersion());
+        clonedAccessManager.grantRole(POLICY_SERVICE_ROLE(), claimServiceAddress);
+        // TODO add claims function authz
+        bytes4[] memory instanceClaimServiceSelectors = new bytes4[](0);
+        // instanceClaimServiceSelectors[0] = clonedInstance.updatePolicy.selector;
+        // instanceClaimServiceSelectors[1] = clonedInstance.updatePolicyState.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            "Instance",
+            instanceClaimServiceSelectors, 
+            CLAIM_SERVICE_ROLE());
+    }
+
     function _grantBundleServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance, BundleManager clonedBundleManager) internal {
         // configure authorization for bundle service on instance
-        address bundleServiceAddress = _registry.getServiceAddress(BUNDLE(), getMajorVersion());
+        address bundleServiceAddress = getRegistry().getServiceAddress(BUNDLE(), getMajorVersion());
         clonedAccessManager.grantRole(BUNDLE_SERVICE_ROLE(), address(bundleServiceAddress));
         bytes4[] memory instanceBundleServiceSelectors = new bytes4[](2);
         instanceBundleServiceSelectors[0] = clonedInstance.createBundle.selector;
@@ -214,7 +257,7 @@ contract InstanceService is Service, IInstanceService {
 
     function _grantInstanceServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
 // configure authorization for instance service on instance
-        address instanceServiceAddress = _registry.getServiceAddress(INSTANCE(), getMajorVersion());
+        address instanceServiceAddress = getRegistry().getServiceAddress(INSTANCE(), getMajorVersion());
         clonedAccessManager.grantRole(INSTANCE_SERVICE_ROLE(), instanceServiceAddress);
         bytes4[] memory instanceInstanceServiceSelectors = new bytes4[](1);
         instanceInstanceServiceSelectors[0] = clonedInstance.setInstanceReader.selector;
@@ -236,11 +279,11 @@ contract InstanceService is Service, IInstanceService {
             onlyOwner 
             returns(NftId masterInstanceNftId)
     {
-        require(_masterInstance == address(0), "ERROR:CRD-002:INSTANCE_MASTER_ALREADY_SET");
-        require(_masterInstanceAccessManager == address(0), "ERROR:CRD-001:ACCESS_MANAGER_MASTER_ALREADY_SET");
-        require(_masterInstanceBundleManager == address(0), "ERROR:CRD-004:BUNDLE_MANAGER_MASTER_ALREADY_SET");
+        if(_masterInstance != address(0)) { revert ErrorInstanceServiceMasterInstanceAlreadySet(); }
+        if(_masterInstanceAccessManager != address(0)) { revert ErrorInstanceServiceMasterInstanceAccessManagerAlreadySet(); }
+        if(_masterInstanceBundleManager != address(0)) { revert ErrorInstanceServiceMasterBundleManagerAlreadySet(); }
 
-        require (instanceAddress != address(0), "ERROR:CRD-006:INSTANCE_ZERO");
+        if(instanceAddress == address(0)) { revert ErrorInstanceServiceInstanceAddressZero(); }
 
         IInstance instance = IInstance(instanceAddress);
         InstanceAccessManager accessManager = InstanceAccessManager(instance.authority());
@@ -250,14 +293,13 @@ contract InstanceService is Service, IInstanceService {
         BundleManager bundleManager = instance.getBundleManager();
         address bundleManagerAddress = address(bundleManager);
 
-        require (accessManagerAddress != address(0), "ERROR:CRD-005:ACCESS_MANAGER_ZERO");
-        require (instanceReaderAddress != address(0), "ERROR:CRD-007:INSTANCE_READER_ZERO");
-        require (bundleManagerAddress != address(0), "ERROR:CRD-008:BUNDLE_MANAGER_ZERO");
-
+        if(accessManagerAddress == address(0)) { revert ErrorInstanceServiceAccessManagerZero(); }
+        if(instanceReaderAddress == address(0)) { revert ErrorInstanceServiceInstanceReaderZero(); }
+        if(bundleManagerAddress == address(0)) { revert ErrorInstanceServiceBundleManagerZero(); }
         
-        require(instance.authority() == accessManagerAddress, "ERROR:CRD-009:INSTANCE_AUTHORITY_MISMATCH");
-        require(instanceReader.getInstance() == instance, "ERROR:CRD-010:INSTANCE_READER_INSTANCE_MISMATCH");
-        require(bundleManager.getInstance() == instance, "ERROR:CRD-011:BUNDLE_MANAGER_INSTANCE_MISMATCH");
+        if(instance.authority() != accessManagerAddress) { revert ErrorInstanceServiceInstanceAuthorityMismatch(); }
+        if(instanceReader.getInstance() != instance) { revert ErrorInstanceServiceInstanceReaderInstanceMismatch2(); }
+        if(bundleManager.getInstance() != instance) { revert ErrorInstanceServiceBundleMangerInstanceMismatch(); }
 
         _masterInstanceAccessManager = accessManagerAddress;
         _masterInstance = instanceAddress;
@@ -273,12 +315,12 @@ contract InstanceService is Service, IInstanceService {
     }
 
     function setMasterInstanceReader(address instanceReaderAddress) external onlyOwner {
-        require(_masterInstanceReader != address(0), "ERROR:CRD-003:INSTANCE_READER_MASTER_NOT_SET");
-        require (instanceReaderAddress != address(0), "ERROR:CRD-012:INSTANCE_READER_ZERO");
-        require(instanceReaderAddress != _masterInstanceReader, "ERROR:CRD-014:INSTANCE_READER_MASTER_SAME_AS_NEW");
+        if(_masterInstanceReader == address(0)) { revert ErrorInstanceServiceMasterInstanceReaderNotSet(); }
+        if(instanceReaderAddress == address(0)) { revert ErrorInstanceServiceInstanceReaderAddressZero(); }
+        if(instanceReaderAddress == _masterInstanceReader) { revert ErrorInstanceServiceInstanceReaderSameAsMasterInstanceReader(); }
 
         InstanceReader instanceReader = InstanceReader(instanceReaderAddress);
-        require(instanceReader.getInstance() == IInstance(_masterInstance), "ERROR:CRD-015:INSTANCE_READER_INSTANCE_MISMATCH");
+        if(instanceReader.getInstance() != IInstance(_masterInstance)) { revert ErrorInstanceServiceInstanceReaderInstanceMismatch(); }
 
         _masterInstanceReader = instanceReaderAddress;
     }
@@ -334,9 +376,8 @@ contract InstanceService is Service, IInstanceService {
         (registryAddress, initialOwner) = abi.decode(data, (address, address));
         // TODO while InstanceService is not deployed in InstanceServiceManager constructor
         //      owner is InstanceServiceManager deployer
-        _initializeService(registryAddress, owner);
-        
-        _registerInterface(type(IInstanceService).interfaceId);
+        initializeService(registryAddress, owner);
+        registerInterface(type(IInstanceService).interfaceId);
     }
 
     function hasRole(address account, RoleId role, address instanceAddress) public view returns (bool) {
@@ -392,7 +433,7 @@ contract InstanceService is Service, IInstanceService {
         instanceAccessManager.setTargetFunctionRole(poolName, fctSelectors, POOL_OWNER_ROLE());
 
         bytes4[] memory fctSelectors2 = new bytes4[](1);
-        fctSelectors2[0] = IPoolComponent.underwrite.selector;
+        fctSelectors2[0] = IPoolComponent.verifyApplication.selector;
         instanceAccessManager.setTargetFunctionRole(poolName, fctSelectors2, POLICY_SERVICE_ROLE());
     }
 

package/contracts/instance/InstanceServiceManager.sol

@@ -17,7 +17,7 @@ contract InstanceServiceManager is ProxyManager {
     constructor(
         address registryAddress
     )
-        ProxyManager()
+        ProxyManager(registryAddress)
     {
         InstanceService instSrv = new InstanceService();
         // bytes memory initCode = type(InstanceService).creationCode;

package/contracts/instance/base/ComponentService.sol

@@ -61,7 +61,7 @@ abstract contract ComponentService is Service {
         owner = msg.sender;
 
         // check component has not already been registerd
-        NftId compoentNftId = _registry.getNftId(componentAddress);
+        NftId compoentNftId = getRegistry().getNftId(componentAddress);
         if(compoentNftId.gtz()) {
             revert ErrorComponentServiceAlreadyRegistered(componentAddress, compoentNftId);
         }

package/contracts/instance/module/IAccess.sol

@@ -1,7 +1,6 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
-import {EnumerableSet} from "@openzeppelin/contracts/utils/structs/EnumerableSet.sol";
 import {ShortString, ShortStrings} from "@openzeppelin/contracts/utils/ShortStrings.sol";
 
 import {RoleId} from "../../types/RoleId.sol";
@@ -34,15 +33,15 @@ interface IAccess {
     error ErrorIAccessRoleNameNotUnique(RoleId roleId, ShortString name);
     error ErrorIAccessRoleInvalidUpdate(RoleId roleId, bool isCustom);
     error ErrorIAccessRoleIsCustomIsImmutable(RoleId roleId, bool isCustom, bool isCustomExisting);
-    error ErrorIAccessSetLockedForNonexstentRole(RoleId roleId);
     error ErrorIAccessGrantNonexstentRole(RoleId roleId);
     error ErrorIAccessRevokeNonexstentRole(RoleId roleId); 
     error ErrorIAccessRenounceNonexstentRole(RoleId roleId);
 
     error ErrorIAccessTargetAddressZero();
-    error ErrorIAccessTargetAlreadyExists(address target, ShortString name);
+    error ErrorIAccessTargetDoesNotExist(ShortString name);
+    error ErrorIAccessTargetAddressDoesNotExist(address target);
+    error ErrorIAccessTargetExists(address target, ShortString name);
     error ErrorIAccessTargetNameEmpty(address target);
     error ErrorIAccessTargetNameExists(address target, address existingTarget, ShortString name);
-    error ErrorIAccessSetLockedForNonexstentTarget(address target);
     error ErrorIAccessTargetLocked(address target);
 }

package/contracts/instance/module/IPolicy.sol

@@ -2,12 +2,14 @@
 pragma solidity ^0.8.20;
 
 import {NftId} from "../../types/NftId.sol";
-import {NumberId} from "../../types/NumberId.sol";
+import {ClaimId} from "../../types/ClaimId.sol";
 import {ReferralId} from "../../types/Referral.sol";
 import {RiskId} from "../../types/RiskId.sol";
 import {Timestamp} from "../../types/Timestamp.sol";
 
 interface IPolicy {
+
+    /// @dev policy data for the full policy lifecycle
     struct PolicyInfo {
         NftId productNftId;
         NftId bundleNftId;
@@ -37,7 +39,7 @@ interface IPolicy {
 
     // claimId neeeds to be encoded policyNftId:claimId combination
     struct PayoutInfo {
-        NumberId claimId;
+        ClaimId claimId;
         uint256 amount;
         bytes data;
         Timestamp paidAt; // payoment of confirmed claim amount (or declinedAt)

package/contracts/instance/module/ISetup.sol

@@ -28,19 +28,20 @@ interface ISetup {
         NftId productNftId;
         TokenHandler tokenHandler;
         Fee distributionFee; // default distribution fee (no referral id)
-        bool isIntercepting; // intercepts nft transfers (for distributors)
         address wallet;
     }
 
     struct PoolSetupInfo {
         NftId productNftId;
         TokenHandler tokenHandler;
-        UFixed collateralizationLevel;
+        bool isInterceptingBundleTransfers; // intercepts nft transfers for bundles
+        bool isExternallyManaged; // funding bundles is restricted to book keeping, actual funds may be provided as needed to support payouts
+        bool isVerifyingApplications; // underwriting requires the pool component checks/confirms the applications 
+        UFixed collateralizationLevel; // factor to calculate collateral for sum insurance (default 100%)
+        UFixed retentionLevel; // amount of collateral held in pool (default 100%)
         Fee poolFee; // pool fee on net premium
         Fee stakingFee; // pool fee on staked capital from investor
         Fee performanceFee; // pool fee on profits from capital investors
-        bool isIntercepting; // intercepts nft transfers (for bundles)
-        bool isConfirmingApplication; // confirms applications before they are underwritten
         address wallet;
     }
 }