@etherisc/gif-next 0.0.2-92c50c2-136 → 0.0.2-9306579-093

package/contracts/shared/ComponentVerifyingService.sol

@@ -32,7 +32,7 @@ abstract contract ComponentVerifyingService is
             IInstance instance
         )
     {
-        componentNftId = getRegistry().getNftId(msg.sender);
+        componentNftId = getRegistry().getNftIdForAddress(msg.sender);
         (componentInfo, instance) = _getAndVerifyComponentInfo(
             componentNftId, 
             expectedType,
@@ -87,7 +87,7 @@ abstract contract ComponentVerifyingService is
 
         // ensure component is not locked
         if (onlyActive) {
-            if (instance.getInstanceAccessManager().isTargetClosed(info.objectAddress)) {
+            if (instance.getInstanceAdmin().isTargetLocked(info.objectAddress)) {
                 revert ErrorComponentVerifyingServiceComponentIsLocked(componentNftId);
             }
         }
@@ -111,7 +111,6 @@ abstract contract ComponentVerifyingService is
     /// @dev returns an IInstance contract reference for the specified instance nft id
     function _getInstance(NftId instanceNftId) internal view returns (IInstance) {
         return IInstance(
-            getRegistry().getObjectInfo(
-                instanceNftId).objectAddress);
+            getRegistry().getObjectAddress(instanceNftId));
     }
 }

package/contracts/shared/ContractLib.sol

@@ -0,0 +1,38 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {ERC165Checker} from "@openzeppelin/contracts/utils/introspection/ERC165Checker.sol";
+import {IAccessManaged} from "@openzeppelin/contracts/access/manager/IAccessManaged.sol";
+
+import {IPolicyHolder} from "./IPolicyHolder.sol";
+
+library ContractLib {
+
+    function isPolicyHolder(address target) external view returns (bool) {
+        return ERC165Checker.supportsInterface(target, type(IPolicyHolder).interfaceId);
+    }
+
+    function isAccessManaged(address target) external view returns (bool) {
+        if (!isContract(target)) {
+            return false;
+        }
+
+        (bool success, ) = target.staticcall(
+            abi.encodeWithSelector(
+                IAccessManaged.authority.selector));
+
+        return success;
+    }
+
+    function isContract(address target) public view returns (bool) {
+        uint256 size;
+        assembly {
+            size := extcodesize(target)
+        }
+        return size > 0;
+    }
+
+    function supportsInterface(address target, bytes4 interfaceId)  external view returns (bool) {
+        return ERC165Checker.supportsInterface(target, interfaceId);
+    }
+}

package/contracts/shared/IComponent.sol

@@ -8,6 +8,8 @@ import {Amount} from "../type/Amount.sol";
 import {IComponents} from "../instance/module/IComponents.sol";
 import {IRegisterable} from "../shared/IRegisterable.sol";
 import {ITransferInterceptor} from "../registry/ITransferInterceptor.sol";
+import {NftId} from "../type/NftId.sol";
+import {ObjectType} from "../type/ObjectType.sol";
 import {TokenHandler} from "../shared/TokenHandler.sol";
 
 /// @dev component base class
@@ -18,12 +20,12 @@ interface IComponent is
     ITransferInterceptor
 {
     error ErrorComponentNotChainNft(address caller);
+    error ErrorNftNotObjectType(NftId nftId, ObjectType objectType, ObjectType expectedObjectType);
 
     error ErrorComponentTokenAddressZero();
     error ErrorComponentNameLengthZero();
     error ErrorComponentWalletAddressZero();
     error ErrorComponentWalletAddressIsSameAsCurrent();
-    error ErrorComponentWalletAllowanceTooSmall(address oldWallet, address newWallet, uint256 allowance, uint256 balance);
     error ErrorComponentWalletNotComponent();
 
     event LogComponentWalletAddressChanged(address oldWallet, address newWallet);
@@ -35,10 +37,11 @@ interface IComponent is
     /// only component owner (nft holder) is authorizes to call this function
     function approveTokenHandler(Amount spendingLimitAmount) external;
 
-    /// @dev sets the wallet address for the component
-    /// if the current wallet has tokens, these will be transferred
+    /// @dev sets the wallet address for the component.
+    /// if the current wallet has tokens, these will be transferred.
     /// if the new wallet address is externally owned, an approval from the 
-    /// owner of the external wallet for the component to move all tokens must exist
+    /// owner of the external wallet to the tokenhandler of the component that 
+    /// covers the current component balance must exist
     function setWallet(address walletAddress) external;
 
     /// @dev returns the name of this component

package/contracts/shared/IComponentService.sol

@@ -1,21 +1,12 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
-import {IAccessManaged} from "@openzeppelin/contracts/access/manager/IAccessManaged.sol";
-import {IERC20Metadata} from "@openzeppelin/contracts/token/ERC20/extensions/IERC20Metadata.sol";
 
 import {Amount} from "../type/Amount.sol";
 import {Fee} from "../type/Fee.sol";
-import {IComponents} from "../instance/module/IComponents.sol";
-import {IInstance} from "../instance/IInstance.sol";
-import {IInstanceService} from "../instance/IInstanceService.sol";
 import {InstanceStore} from "../instance/InstanceStore.sol";
-import {IProductService} from "../product/IProductService.sol";
-import {IRegisterable} from "../shared/IRegisterable.sol";
 import {IService} from "../shared/IService.sol";
 import {NftId} from "../type/NftId.sol";
-import {ObjectType} from "../type/ObjectType.sol";
-import {TokenHandler} from "../shared/TokenHandler.sol";
 import {UFixed} from "../type/UFixed.sol";
 
 /// @dev component base class
@@ -27,7 +18,12 @@ interface IComponentService is
     error ErrorComponentServiceWalletAddressZero();
     error ErrorComponentServiceWalletAddressIsSameAsCurrent();
 
+    error ErrorComponentServiceWithdrawAmountIsZero();
+    error ErrorComponentServiceWithdrawAmountExceedsLimit(Amount withdrawnAmount, Amount withdrawLimit);
+    error ErrorComponentServiceWalletAllowanceTooSmall(address wallet, address spender, uint256 allowance, uint256 amount);
+
     event LogComponentServiceWalletAddressChanged(NftId componentNftId, address currentWallet, address newWallet);
+    event LogComponentServiceComponentFeesWithdrawn(NftId componentNftId, address recipient, address token, Amount withdrawnAmount);
     event LogComponentServiceProductFeesUpdated(NftId productNftId);
     event LogComponentServiceDistributionFeesUpdated(NftId distributionNftId);
     event LogComponentServicePoolFeesUpdated(NftId poolNftId);
@@ -51,6 +47,11 @@ interface IComponentService is
     /// @dev unlocks the component associated with the caller
     function unlock() external;
 
+    /// @dev Withdraw fees from the distribution component. Only component owner is allowed to withdraw fees.
+    /// @param withdrawAmount the amount to withdraw
+    /// @return withdrawnAmount the amount that was actually withdrawn
+    function withdrawFees(Amount withdrawAmount) external returns (Amount withdrawnAmount);
+
     //-------- product ------------------------------------------------------//
 
     /// @dev registers the sending component as a product component
@@ -77,6 +78,10 @@ interface IComponentService is
     function increaseDistributionBalance(InstanceStore instanceStore, NftId distributionNftId, Amount amount, Amount feeAmount) external;
     function decreaseDistributionBalance(InstanceStore instanceStore, NftId distributionNftId, Amount amount, Amount feeAmount) external;
 
+    //-------- distributor --------------------------------------------------//
+    function increaseDistributorBalance(InstanceStore instanceStore, NftId distributorNftId, Amount amount, Amount feeAmount) external;
+    function decreaseDistributorBalance(InstanceStore instanceStore, NftId distributorNftId, Amount amount, Amount feeAmount) external;
+
     //-------- oracle -------------------------------------------------------//
 
     /// @dev registers the sending component as an oracle component
@@ -99,4 +104,5 @@ interface IComponentService is
     //-------- bundle -------------------------------------------------------//
     function increaseBundleBalance(InstanceStore instanceStore, NftId bundleNftId, Amount amount, Amount feeAmount) external;
     function decreaseBundleBalance(InstanceStore instanceStore, NftId bundleNftId, Amount amount, Amount feeAmount) external;
+
 }

package/contracts/shared/IInstanceLinkedComponent.sol

@@ -4,22 +4,17 @@ pragma solidity ^0.8.20;
 import {IAccessManaged} from "@openzeppelin/contracts/access/manager/IAccessManaged.sol";
 import {IERC20Metadata} from "@openzeppelin/contracts/token/ERC20/extensions/IERC20Metadata.sol";
 
+import {Amount} from "../type/Amount.sol";
 import {IComponent} from "../shared/IComponent.sol";
-import {IComponents} from "../instance/module/IComponents.sol";
+import {IAuthorization} from "../authorization/IAuthorization.sol";
 import {IInstance} from "../instance/IInstance.sol";
-import {IInstanceService} from "../instance/IInstanceService.sol";
-import {IProductService} from "../product/IProductService.sol";
-import {IRegisterable} from "../shared/IRegisterable.sol";
 import {NftId} from "../type/NftId.sol";
-import {ObjectType} from "../type/ObjectType.sol";
-import {TokenHandler} from "../shared/TokenHandler.sol";
 
 /// @dev component base class
 /// component examples are product, distribution, pool and oracle
 interface IInstanceLinkedComponent is 
     IComponent
 {
-    error ErrorComponentNotProductService(address caller);
     error ErrorComponentNotInstance(NftId instanceNftId);
     error ErrorComponentProductNftAlreadySet();
 
@@ -36,9 +31,17 @@ interface IInstanceLinkedComponent is
     /// only component owner (nft holder) is authorizes to call this function
     function unlock() external;
 
+    /// @dev Withdraw fees from the distribution component. Only component owner is allowed to withdraw fees.
+    /// @param amount the amount to withdraw
+    /// @return withdrawnAmount the amount that was actually withdrawn
+    function withdrawFees(Amount amount) external returns (Amount withdrawnAmount);
+
     /// @dev defines the instance to which this component is linked to
     function getInstance() external view returns (IInstance instance);
 
+    /// @dev returns the initial component authorization specification.
+    function getAuthorization() external view returns (IAuthorization authorization);
+
     /// @dev defines the product to which this component is linked to
     /// this is only relevant for pool and distribution components
     function getProductNftId() external view returns (NftId productNftId);

package/contracts/shared/IPolicyHolder.sol

@@ -9,37 +9,27 @@ import {ClaimId} from "../type/ClaimId.sol";
 import {IRegistryLinked} from "../shared/IRegistryLinked.sol";
 import {NftId} from "../type/NftId.sol";
 import {PayoutId} from "../type/PayoutId.sol";
+import {Timestamp} from "../type/Timestamp.sol";
 
-/// @dev generic interface for contracts that need to hold policies and receive payouts
-/// GIF will notify policy holder contracts for policy creation and payout execution
+/// @dev Generic interface for contracts that need to hold policies and receive payouts.
+/// The framework notifies policy holder contracts for policy creation/expiry, claim confirmation and payout execution
 interface IPolicyHolder is
     IERC165,
     IERC721Receiver,
     IRegistryLinked
 {
 
-    /// @dev callback function that will be called after successful policy activation
-    /// active policies may open claims under the activated policy
-    function policyActivated(NftId policyNftId) external;
+    /// @dev Callback function that will be called after successful policy activation.
+    /// Active policies may open claims under the activated policy.
+    function policyActivated(NftId policyNftId, Timestamp activatedAt) external;
 
-    /// @dev callback function to indicate the specified policy has expired
-    /// expired policies may no longer open claims
-    /// it is optional for products to notifiy policy holder of expired claims
-    function policyExpired(NftId policyNftId) external;
+    /// @dev Callback function to indicate the specified policy has expired.
+    /// expired policies no longer accept new claims.
+    function policyExpired(NftId policyNftId, Timestamp expiredAt) external;
 
-    /// @dev request for a payout by the requesting policy
-    /// the contract implements its use case specific handling for such requests.
-    /// eg. creation of a pending payout, a corresponding claim against one of the policies held by the IPolicyHolder
-    function requestPayout(NftId requestingPolicyNftId, Amount requestedPayoutAmount) external;
-
-    /// @dev callback function to notify the confirmation of the specified claim
-    /// active policies may open claims under the activated policy
+    /// @dev Callback function to notify the confirmation of the specified claim.
     function claimConfirmed(NftId policyNftId, ClaimId claimId, Amount amount) external;
 
-    /// @dev callback function that will be called after a successful payout
-    function payoutExecuted(NftId policyNftId, PayoutId payoutId, address beneficiary, Amount amount) external;
-
-    /// @dev determines policy and claim specific beneficiary address
-    /// returned address will override GIF default where the policy nft holder is treated as beneficiary
-    function getBeneficiary(NftId policyNftId, PayoutId payoutId) external view returns (address beneficiary);
+    /// @dev Callback function to notify the successful payout.
+    function payoutExecuted(NftId policyNftId, PayoutId payoutId, Amount amount, address beneficiary) external;
 }

package/contracts/shared/IService.sol

@@ -4,7 +4,7 @@ pragma solidity ^0.8.20;
 import {IAccessManaged} from "@openzeppelin/contracts/access/manager/IAccessManaged.sol";
 
 import {IRegisterable} from "./IRegisterable.sol";
-import {IVersionable} from "./IVersionable.sol";
+import {IVersionable} from "../upgradeability/IVersionable.sol";
 import {ObjectType} from "../type/ObjectType.sol";
 import {RoleId} from "../type/RoleId.sol";
 

package/contracts/shared/{ERC165.sol → InitializableERC165.sol}

@@ -4,20 +4,20 @@ pragma solidity ^0.8.20;
 import {IERC165} from "@openzeppelin/contracts/utils/introspection/IERC165.sol";
 import {Initializable} from "@openzeppelin/contracts-upgradeable/proxy/utils/Initializable.sol"; 
 
-contract ERC165 is
+contract InitializableERC165 is
     Initializable,
     IERC165
 {
     mapping(bytes4 => bool) private _isSupported;
 
     // @dev initializes with support for ERC165
-    function initializeERC165() public onlyInitializing() {
+    function _initializeERC165() internal onlyInitializing() {
         _isSupported[type(IERC165).interfaceId] = true;
     }
 
     // @dev register support for provided interfaceId
     // includes initialization for ERC165_ID if not yet done
-    function registerInterface(bytes4 interfaceId) public onlyInitializing() {
+    function _registerInterface(bytes4 interfaceId) internal onlyInitializing() {
         _isSupported[interfaceId] = true;
     }
 

package/contracts/shared/InstanceLinkedComponent.sol

@@ -6,13 +6,14 @@ import {IAccessManaged} from "@openzeppelin/contracts/access/manager/IAccessMana
 import {IERC20Metadata} from "@openzeppelin/contracts/token/ERC20/extensions/IERC20Metadata.sol";
 import {SafeERC20} from "@openzeppelin/contracts/token/ERC20/utils/SafeERC20.sol";
 
+import {Amount} from "../type/Amount.sol";
 import {Component} from "./Component.sol";
 import {IComponentService} from "./IComponentService.sol";
 import {IInstanceLinkedComponent} from "./IInstanceLinkedComponent.sol";
+import {IAuthorization} from "../authorization/IAuthorization.sol";
 import {IComponents} from "../instance/module/IComponents.sol";
 import {IInstanceService} from "../instance/IInstanceService.sol";
 import {IInstance} from "../instance/IInstance.sol";
-import {InstanceAdmin} from "../instance/InstanceAdmin.sol";
 import {InstanceReader} from "../instance/InstanceReader.sol";
 import {IRegistry} from "../registry/IRegistry.sol";
 import {NftId} from "../type/NftId.sol";
@@ -35,6 +36,39 @@ abstract contract InstanceLinkedComponent is
     struct InstanceLinkedComponentStorage {
         IInstance _instance; // instance for this component
         InstanceReader _instanceReader; // instance reader for this component
+        IAuthorization _initialAuthorization;
+        IComponentService _componentService;
+    }
+
+    function lock() external onlyOwner {
+        IInstanceService(_getServiceAddress(INSTANCE())).setComponentLocked(true);
+    }
+    
+    function unlock() external onlyOwner {
+        IInstanceService(_getServiceAddress(INSTANCE())).setComponentLocked(false);
+    }
+
+    function getInstance() public view override returns (IInstance instance) {
+        return _getInstanceLinkedComponentStorage()._instance;
+    }
+
+    function getProductNftId() public view override returns (NftId productNftId) {
+        return getComponentInfo().productNftId;
+    }
+
+    function getAuthorization() external view returns (IAuthorization authorization) {
+        return _getInstanceLinkedComponentStorage()._initialAuthorization;
+    }
+
+    /// @inheritdoc IInstanceLinkedComponent
+    function withdrawFees(Amount amount)
+        external
+        virtual
+        onlyOwner()
+        restricted()
+        returns (Amount withdrawnAmount)
+    {
+        return _withdrawFees(amount);
     }
 
     function _getInstanceLinkedComponentStorage() private pure returns (InstanceLinkedComponentStorage storage $) {
@@ -43,32 +77,32 @@ abstract contract InstanceLinkedComponent is
         }
     }
 
-    function initializeInstanceLinkedComponent(
+    function _initializeInstanceLinkedComponent(
         address registry,
         NftId instanceNftId,
         string memory name,
         address token,
         ObjectType componentType,
+        IAuthorization authorization,
         bool isInterceptor,
         address initialOwner,
         bytes memory registryData, // writeonly data that will saved in the object info record of the registry
         bytes memory componentData // data that will saved with the component info in the instance store
     )
-        public
+        internal
         virtual
         onlyInitializing()
     {
         // set and check linked instance
         InstanceLinkedComponentStorage storage $ = _getInstanceLinkedComponentStorage();
         $._instance = IInstance(
-            IRegistry(registry).getObjectInfo(
-                instanceNftId).objectAddress);
+            IRegistry(registry).getObjectAddress(instanceNftId));
 
         if(!$._instance.supportsInterface(type(IInstance).interfaceId)) {
             revert ErrorComponentNotInstance(instanceNftId);
         }
 
-        initializeComponent(
+        _initializeComponent(
             $._instance.authority(), 
             registry, 
             instanceNftId, 
@@ -82,9 +116,11 @@ abstract contract InstanceLinkedComponent is
 
         // set component state
         $._instanceReader = $._instance.getInstanceReader();
+        $._initialAuthorization = authorization;
+        $._componentService = IComponentService(_getServiceAddress(COMPONENT())); 
 
-        registerInterface(type(IAccessManaged).interfaceId);
-        registerInterface(type(IInstanceLinkedComponent).interfaceId);
+        _registerInterface(type(IAccessManaged).interfaceId);
+        _registerInterface(type(IInstanceLinkedComponent).interfaceId);
     }
 
     /// @dev for instance linked components the wallet address stored in the instance store.
@@ -93,25 +129,9 @@ abstract contract InstanceLinkedComponent is
         IComponentService(_getServiceAddress(COMPONENT())).setWallet(newWallet);
     }
 
-    function lock() external onlyOwner {
-        IInstanceService(_getServiceAddress(INSTANCE())).setComponentLocked(true);
-    }
-    
-    function unlock() external onlyOwner {
-        IInstanceService(_getServiceAddress(INSTANCE())).setComponentLocked(false);
-    }
-
-    function getInstance() public view override returns (IInstance instance) {
-        return _getInstanceLinkedComponentStorage()._instance;
-    }
-
-    function getProductNftId() public view override returns (NftId productNftId) {
-        return getComponentInfo().productNftId;
-    }
-
 
     function _getComponentInfo() internal virtual override view returns (IComponents.ComponentInfo memory info) {
-        NftId componentNftId = getRegistry().getNftId(address(this));
+        NftId componentNftId = getRegistry().getNftIdForAddress(address(this));
 
         // if registered, attempt to return component info via instance reader
         if (componentNftId.gtz()) {
@@ -134,6 +154,13 @@ abstract contract InstanceLinkedComponent is
         return _getInstanceLinkedComponentStorage()._instanceReader;
     }
 
+    function _withdrawFees(Amount amount)
+        internal
+        returns (Amount withdrawnAmount)
+    {
+        return _getInstanceLinkedComponentStorage()._componentService.withdrawFees(amount);
+    }
+
 
     /// @dev returns the service address for the specified domain
     /// gets address via lookup from registry using the major version form the linked instance

package/contracts/shared/{NftIdSetManager.sol → NftIdSet.sol}

@@ -4,7 +4,7 @@ pragma solidity ^0.8.20;
 import {LibNftIdSet} from "../type/NftIdSet.sol";
 import {NftId} from "../type/NftId.sol";
 
-contract NftIdSetManager {
+contract NftIdSet {
 
     error ErrorNftIdSetManagerNotOwner(address owner, address sender);
     error ErrorNftIdSetManagerOwnerAlreadySet(address owner);

package/contracts/shared/NftOwnable.sol

@@ -1,13 +1,13 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
-import {ERC165} from "./ERC165.sol";
+import {InitializableERC165} from "./InitializableERC165.sol";
 import {INftOwnable} from "./INftOwnable.sol";
 import {NftId} from "../type/NftId.sol";
 import {RegistryLinked} from "./RegistryLinked.sol";
 
 contract NftOwnable is
-    ERC165,
+    InitializableERC165,
     RegistryLinked,
     INftOwnable
 {
@@ -30,16 +30,16 @@ contract NftOwnable is
 
     /// @dev initialization for upgradable contracts
     // used in _initializeRegisterable
-    function initializeNftOwnable(
+    function _initializeNftOwnable(
         address initialOwner,
         address registryAddress
     )
-        public
+        internal
         virtual
         onlyInitializing()
     {
-        initializeRegistryLinked(registryAddress);
-        initializeERC165();
+        _initializeRegistryLinked(registryAddress);
+        _initializeERC165();
 
         if(initialOwner == address(0)) {
             revert ErrorNftOwnableInitialOwnerZero();
@@ -93,7 +93,7 @@ contract NftOwnable is
             revert ErrorNftOwnableContractNotRegistered(nftOwnableAddress);
         }
 
-        $._nftId = getRegistry().getNftId(nftOwnableAddress);
+        $._nftId = getRegistry().getNftIdForAddress(nftOwnableAddress);
 
         return $._nftId;
     }

package/contracts/shared/PolicyHolder.sol

@@ -1,74 +1,50 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
-import {IERC165} from "@openzeppelin/contracts/utils/introspection/IERC165.sol";
 import {IERC721Receiver} from "@openzeppelin/contracts/token/ERC721/IERC721Receiver.sol";
-import {Initializable} from "@openzeppelin/contracts-upgradeable/proxy/utils/Initializable.sol"; 
 
 import {Amount} from "../type/Amount.sol";
 import {ClaimId} from "../type/ClaimId.sol";
-import {ERC165} from "./ERC165.sol";
+import {InitializableERC165} from "./InitializableERC165.sol";
 import {IPolicyHolder} from "./IPolicyHolder.sol";
 import {NftId} from "../type/NftId.sol";
 import {PayoutId, PayoutIdLib} from "../type/PayoutId.sol";
 import {RegistryLinked} from "./RegistryLinked.sol";
-import {IRegistry} from "../registry/IRegistry.sol";
+import {Timestamp} from "../type/Timestamp.sol";
 
 /// @dev template implementation for IPolicyHolder
 contract PolicyHolder is
-    ERC165,
-    RegistryLinked, // TODO need upgradeable version
+    InitializableERC165,
+    RegistryLinked,
     IPolicyHolder
 {
-    // keccak256(abi.encode(uint256(keccak256("etherisc.storage.PolicyHolder")) - 1)) & ~bytes32(uint256(0xff));
-    // TODO fix address
-    bytes32 public constant POLICY_HOLDER_STORAGE_LOCATION_V1 = 0x07ebcf49758b6ed3af50fa146bec0abe157c0218fe65dc0874c286e9d5da4f00;
+    // TODO add modifier to protect callback functions from unauthorized access
+    // callbacks must only be allowed from the policy and claim services
+    // will need a release parameter to fetch the right service addresses for the modifiers
 
-    struct PolicyHolderStorage {
-        mapping(NftId policyId => mapping(PayoutId payoutId => address beneficiary)) _beneficiary;
-        address _beneficiaryDefault;
-    }
-
-    function initializePolicyHolder(
-        address registryAddress,
-        address beneficiaryDefault
+    function _initializePolicyHolder(
+        address registryAddress
     )
-        public
+        internal
         virtual
         onlyInitializing()
     {
-        initializeRegistryLinked(registryAddress);
-
-        _getPolicyHolderStorage()._beneficiaryDefault = beneficiaryDefault;
-
-        registerInterface(type(IPolicyHolder).interfaceId);
+        _initializeRegistryLinked(registryAddress);
+        _initializeERC165();
+        _registerInterface(type(IPolicyHolder).interfaceId);
     }
 
     /// @dev empty default implementation
-    function requestPayout(NftId requestingPolicyNftId, Amount requestedPayoutAmount) external { }
+    function policyActivated(NftId policyNftId, Timestamp activatedAt) external virtual {}
 
     /// @dev empty default implementation
-    function policyActivated(NftId policyNftId) external {}
+    function policyExpired(NftId policyNftId, Timestamp expiredAt) external virtual {}
 
     /// @dev empty default implementation
-    function policyExpired(NftId policyNftId) external {}
+    function claimConfirmed(NftId policyNftId, ClaimId claimId, Amount amount) external virtual {}
 
     /// @dev empty default implementation
-    function claimConfirmed(NftId policyNftId, ClaimId claimId, Amount amount) external {}
-
-    /// @dev empty default implementation
-    function payoutExecuted(NftId policyNftId, PayoutId payoutId, address beneficiary, Amount amount) external {}
-
-    /// @dev returns payout specific beneficiary
-    /// when no such beneficiary is defined the policy specific beneficiary is returned
-    function getBeneficiary(NftId policyNftId, PayoutId payoutId) external virtual view returns (address beneficiary) {
-        beneficiary = _getPolicyHolderStorage()._beneficiary[policyNftId][payoutId];
-
-        // fallback to claim independent beneficiary
-        if(beneficiary == address(0) && payoutId.gtz()) {
-            beneficiary = _getPolicyHolderStorage()._beneficiary[policyNftId][PayoutIdLib.zero()];
-        }
-    }
+    function payoutExecuted(NftId policyNftId, PayoutId payoutId, Amount amount, address beneficiary) external virtual {}
 
     //--- IERC165 functions ---------------// 
     function onERC721Received(
@@ -83,20 +59,4 @@ contract PolicyHolder is
     {
         return IERC721Receiver.onERC721Received.selector;
     }
-
-    /// @dev sets policy specific beneficiary (used when no payout specific beneficiary is defined)
-    function _setBeneficiary(NftId policyNftId, address beneficiary) internal {
-        _setBeneficiary(policyNftId, PayoutIdLib.zero(), beneficiary);
-    }
-
-    /// @dev sets policy and claim specific beneficiary
-    function _setBeneficiary(NftId policyNftId, PayoutId payoutId, address beneficiary) internal {
-        _getPolicyHolderStorage()._beneficiary[policyNftId][payoutId] = beneficiary;
-    }
-
-    function _getPolicyHolderStorage() private pure returns (PolicyHolderStorage storage $) {
-        assembly {
-            $.slot := POLICY_HOLDER_STORAGE_LOCATION_V1
-        }
-    }
 }

package/contracts/shared/Registerable.sol

@@ -24,7 +24,7 @@ contract Registerable is
         bytes _data;
     }
 
-    function initializeRegisterable(
+    function _initializeRegisterable(
         address registryAddress,
         NftId parentNftId,
         ObjectType objectType,
@@ -32,11 +32,11 @@ contract Registerable is
         address initialOwner,
         bytes memory registryData // writeonly data that will saved in the object info record of the registry
     )
-        public
+        internal
         virtual
-        onlyInitializing
+        onlyInitializing()
     {
-        initializeNftOwnable(
+        _initializeNftOwnable(
             initialOwner,
             registryAddress);
 

package/contracts/shared/RegistryLinked.sol

@@ -10,14 +10,15 @@ contract RegistryLinked is
     IRegistryLinked
 {
 
+    // priorize simplicity and size over using standard upgradeability structs
     IRegistry private _registry;
 
     /// @dev initialization for upgradable contracts
     // used in _initializeRegisterable
-    function initializeRegistryLinked(
+    function _initializeRegistryLinked(
         address registryAddress
     )
-        public
+        internal
         virtual
         onlyInitializing()
     {