@etherisc/gif-next 0.0.2-93de5de-423 → 0.0.2-941d319-710

package/contracts/examples/unpermissioned/SimpleProductAuthorization.sol

@@ -0,0 +1,28 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {BasicProductAuthorization} from "../../product/BasicProductAuthorization.sol";
+import {IAccess} from "../../authorization/IAccess.sol";
+import {PUBLIC_ROLE} from "../../type/RoleId.sol";
+import {SimpleProduct} from "./SimpleProduct.sol";
+
+contract SimpleProductAuthorization
+    is BasicProductAuthorization
+{
+    constructor(string memory componentName)
+        BasicProductAuthorization(componentName)
+    {}
+
+    function _setupTargetAuthorizations()
+        internal
+        virtual override
+    {
+        super._setupTargetAuthorizations();
+
+        // authorize public role (open access to any account, only allows to lock target)
+        IAccess.FunctionInfo[] storage functions;
+        functions = _authorizeForTarget(getMainTargetName(), PUBLIC_ROLE());
+        _authorize(functions, SimpleProduct.approveTokenHandler.selector, "approveTokenHandler");
+        _authorize(functions, SimpleProduct.setWallet.selector, "setWallet");
+    }
+}

package/contracts/instance/BundleSet.sol

@@ -0,0 +1,130 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {LibNftIdSet} from "../type/NftIdSet.sol";
+import {NftId, NftIdLib} from "../type/NftId.sol";
+import {Key32} from "../type/Key32.sol";
+import {BUNDLE} from "../type/ObjectType.sol";
+
+import {ObjectSet} from "./base/ObjectSet.sol";
+import {ObjectSetHelperLib} from "./base/ObjectSetHelperLib.sol";
+
+contract BundleSet is 
+    ObjectSet
+{
+    using LibNftIdSet for LibNftIdSet.Set;
+
+    event LogBundleSetPolicyLinked(NftId bundleNftId, NftId policyNftId);
+    event LogBundleSetPolicyUnlinked(NftId bundleNftId, NftId policyNftId);
+
+    event LogBundleSetBundleAdded(NftId poolNftId, NftId bundleNftId);
+    event LogBundleSetBundleUnlocked(NftId poolNftId, NftId bundleNftId);
+    event LogBundleSetBundleLocked(NftId poolNftId, NftId bundleNftId);
+    event LogBundleSetBundleClosed(NftId poolNftId, NftId bundleNftId);
+
+    error ErrorBundleSetPolicyAlreadyActivated(NftId policyNftId);
+    error ErrorBundleSetBundleLocked(NftId bundleNftId, NftId policyNftId);
+    error ErrorBundleSetPolicyWithOpenClaims(NftId policyNftId, uint256 openClaimsCount);
+    error ErrorBundleSetPolicyNotCloseable(NftId policyNftId);
+    error ErrorBundleSetBundleUnknown(NftId bundleNftId);
+    error ErrorBundleSetBundleNotRegistered(NftId bundleNftId);
+
+    mapping(NftId bundleNftId => LibNftIdSet.Set policies) internal _activePolicies;
+
+    /// @dev links a policy to its bundle
+    function linkPolicy(NftId poolNftId, NftId bundleNftId, NftId policyNftId) external restricted() {
+
+        // ensure bundle is unlocked (in active set) and registered with this instance
+        if (!_isActive(poolNftId, _toBundleKey32(bundleNftId))) {
+            revert ErrorBundleSetBundleLocked(bundleNftId, policyNftId);
+        }
+
+        _activePolicies[bundleNftId].add(policyNftId);
+        emit LogBundleSetPolicyLinked(bundleNftId, policyNftId);
+    }
+
+
+    /// @dev unlinks a policy from its bundle
+    function unlinkPolicy(NftId poolNftId, NftId bundleNftId, NftId policyNftId) external restricted() {
+
+        // ensure bundle is registered with this instance
+        if (!_contains(poolNftId, _toBundleKey32(bundleNftId))) {
+            revert ErrorBundleSetBundleUnknown(bundleNftId);
+        }
+
+        _activePolicies[bundleNftId].remove(policyNftId);
+        emit LogBundleSetPolicyUnlinked(bundleNftId, policyNftId);
+    }
+
+
+    /// @dev add a new bundle to a pool registerd with this instance
+    // the corresponding pool is fetched via instance reader
+    function add(NftId bundleNftId) external restricted() {
+        NftId poolNftId = ObjectSetHelperLib.getPoolNftId(_instanceAddress, bundleNftId);
+
+        // ensure pool is registered with instance
+        if(poolNftId.eqz()) {
+            revert ErrorBundleSetBundleNotRegistered(bundleNftId);
+        }
+
+        _add(poolNftId, _toBundleKey32(bundleNftId));
+        emit LogBundleSetBundleAdded(poolNftId, bundleNftId);
+    }
+
+
+    /// @dev unlocked (active) bundles are available to collateralize new policies
+    function unlock(NftId bundleNftId) external restricted() {
+        NftId poolNftId = ObjectSetHelperLib.getPoolNftId(_instanceAddress, bundleNftId);
+        _activate(poolNftId, _toBundleKey32(bundleNftId));
+        emit LogBundleSetBundleUnlocked(poolNftId, bundleNftId);
+    }
+
+    /// @dev locked (deactivated) bundles may not collateralize any new policies
+    function lock(NftId bundleNftId) external restricted() {
+        NftId poolNftId = ObjectSetHelperLib.getPoolNftId(_instanceAddress, bundleNftId);
+        _deactivate(poolNftId, _toBundleKey32(bundleNftId));
+        emit LogBundleSetBundleLocked(poolNftId, bundleNftId);
+    }
+
+
+    function checkBundle(NftId productNftId, NftId bundleId)
+        public
+        view 
+        returns (bool exists, bool active)
+    {
+        Key32 bundleKey32 = bundleId.toKey32(BUNDLE());
+        exists = _contains(productNftId, bundleKey32);
+
+        if (exists) {
+            active = _isActive(productNftId, bundleKey32);
+        }
+    }
+
+    function bundles(NftId poolNftId) external view returns(uint256) {
+        return _objects(poolNftId);
+    }
+
+    function getBundleNftId(NftId poolNftId, uint256 idx) external view returns(NftId) {
+        return NftIdLib.toNftId(_getObject(poolNftId, idx).toKeyId());
+    }
+
+    function activeBundles(NftId poolNftId) external view returns(uint256) {
+        return _activeObjs(poolNftId);
+    }
+
+    function getActiveBundleNftId(NftId poolNftId, uint256 idx) external view returns(NftId) {
+        return NftIdLib.toNftId(_getActiveObject(poolNftId, idx).toKeyId());
+    }
+
+    function activePolicies(NftId bundleNftId) external view returns(uint256) {
+        return _activePolicies[bundleNftId].size();
+    }
+
+    function getActivePolicy(NftId bundleNftId, uint256 idx) external view returns(NftId policyNftId) {
+        return _activePolicies[bundleNftId].getElementAt(idx);
+    }
+
+    function _toBundleKey32(NftId nftId) private pure returns (Key32) {
+        return nftId.toKey32(BUNDLE());
+    }
+}

package/contracts/instance/IInstance.sol

@@ -1,92 +1,145 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
-import {IAccessManaged} from "@openzeppelin/contracts/access/manager/IAccessManaged.sol";
-
-import {NftId} from "../types/NftId.sol";
-import {StateId} from "../types/StateId.sol";
-import {RiskId} from "../types/RiskId.sol";
-
+import {IAccess} from "../authorization/IAccess.sol";
 import {IRegisterable} from "../shared/IRegisterable.sol";
 
-import {InstanceAccessManager} from "./InstanceAccessManager.sol";
-import {BundleManager} from "./BundleManager.sol";
+import {Amount} from "../type/Amount.sol";
+import {BundleSet} from "./BundleSet.sol";
+import {RiskSet} from "./RiskSet.sol";
+import {InstanceAdmin} from "./InstanceAdmin.sol";
 import {InstanceReader} from "./InstanceReader.sol";
+import {InstanceStore} from "./InstanceStore.sol";
+import {NftId} from "../type/NftId.sol";
+import {RoleId} from "../type/RoleId.sol";
+import {Seconds} from "../type/Seconds.sol";
+import {UFixed} from "../type/UFixed.sol";
+
+
+interface IInstance is 
+    IRegisterable
+{
+    // role handling
+    event LogInstanceCustomRoleCreated(RoleId roleId, string roleName, RoleId adminRoleId, uint32 maxMemberCount);
+    event LogInstanceCustomRoleActiveSet(RoleId roleId, bool active, address caller);
+    event LogInstanceCustomRoleGranted(RoleId roleId, address account, address caller);
+    event LogInstanceCustomRoleRevoked(RoleId roleId, address account, address caller);
+
+    // target handling
+    event LogInstanceCustomTargetCreated(address target, RoleId targetRoleId, string name);
+    event LogInstanceTargetLocked(address target, bool locked);
+    event LogInstanceCustomTargetFunctionRoleSet(address target, bytes4[] selectors, RoleId roleId);
+
+    // modifier is onlyRoleAdmin
+    error ErrorInstanceNotCustomRole(RoleId roleId);
+    error ErrorInstanceNotRoleAdmin(RoleId roleId, address account);
+
+    error ErrorInstanceInstanceAdminZero();
+    error ErrorInstanceInstanceAdminAlreadySet(address instanceAdmin);
+    error ErrorInstanceInstanceAdminAuthorityMismatch(address instanceAuthority);
+
+    error ErrorInstanceBundleSetAlreadySet(address instanceBundleSet);
+    error ErrorInstanceBundleSetInstanceMismatch(address instance);
+    error ErrorInstanceBundleSetAuthorityMismatch(address instanceAuthority);
+
+    error ErrorInstanceRiskSetAlreadySet(address instanceRiskSet);
+    error ErrorInstanceRiskSetInstanceMismatch(address instance);
+    error ErrorInstanceRiskSetAuthorityMismatch(address instanceAuthority);
+
+    error ErrorInstanceInstanceReaderInstanceMismatch(address instanceAuthority);
+
+    error ErrorInstanceInstanceStoreAlreadySet(address instanceStore);
+    error ErrorInstanceInstanceStoreAuthorityMismatch(address instanceAuthority);
+
+    struct InstanceInfo {
+        uint64 requestsCount;
+    }
+
+    ///--- instance ---------------------------------------------------------//
+
+    /// @dev Locks/unlocks the complete instance, including all its components.
+    function setInstanceLocked(bool locked) external;
+
+    /// @dev Upgrades the instance reader to the specified target.
+    function upgradeInstanceReader() external;
+
+    /// @dev Sets the instance reader for the instance.
+    /// Permissioned: only the instance service may call this function.
+    function setInstanceReader(InstanceReader instanceReader) external;
+
+    ///--- staking ----------------------------------------------------------//
+
+    /// @dev Sets the duration for locking new stakes on this instance..
+    function setStakingLockingPeriod(Seconds stakeLockingPeriod) external;
+
+    /// @dev Sets the staking reward rate [apr] for this instance.
+    function setStakingRewardRate(UFixed rewardRate) external;
+
+    /// @dev Sets the maximum staked amount for this instance.
+    function setStakingMaxAmount(Amount maxStakedAmount) external;
 
-import {IBundle} from "./module/IBundle.sol";
-import {IBundleService} from "./service/IBundleService.sol";
-import {IDistributionService} from "./service/IDistributionService.sol";
-import {InstanceAccessManager} from "./InstanceAccessManager.sol";
-import {IKeyValueStore} from "./base/IKeyValueStore.sol";
-import {IPolicy} from "./module/IPolicy.sol";
-import {IDistribution} from "./module/IDistribution.sol";
-import {IPolicyService} from "./service/IPolicyService.sol";
-import {IPoolService} from "./service/IPoolService.sol";
-import {IProductService} from "./service/IProductService.sol";
-import {IPolicyService} from "./service/IPolicyService.sol";
-import {IBundleService} from "./service/IBundleService.sol";
-import {IRisk} from "./module/IRisk.sol";
-import {ISetup} from "./module/ISetup.sol";
-import {NftId} from "../types/NftId.sol";
-import {RiskId} from "../types/RiskId.sol";
-import {StateId} from "../types/StateId.sol";
-import {VersionPart} from "../types/Version.sol";
-import {Key32} from "../types/Key32.sol";
+    /// @dev Refills the staking reward reserves for the specified target.
+    function refillStakingRewardReserves(Amount dipAmount) external returns (Amount newBalance);
 
+    /// @dev Defunds the staking reward reserves for the specified target.
+    function withdrawStakingRewardReserves(Amount dipAmount) external returns (Amount newBalance);
 
+    ///--- product/component ------------------------------------------------//
 
+    /// @dev Locks/unlocks the specified target.
+    function setTargetLocked(address target, bool locked) external;
 
-interface IInstance is IRegisterable, IKeyValueStore, IAccessManaged {
+    /// @dev Register a product with the instance.
+    function registerProduct(address product, address token) external returns (NftId productNftId);
 
-    function getDistributionService() external view returns (IDistributionService);
-    function getProductService() external view returns (IProductService);
-    function getPoolService() external view returns (IPoolService);
-    function getPolicyService() external view returns (IPolicyService);
-    function getBundleService() external view returns (IBundleService);
+    ///--- authz ------------------------------------------------------------//
 
-    function createDistributionSetup(NftId distributionNftId, ISetup.DistributionSetupInfo memory setup) external;
-    function updateDistributionSetup(NftId distributionNftId, ISetup.DistributionSetupInfo memory setup, StateId newState) external;
-    function updateDistributionSetupState(NftId distributionNftId, StateId newState) external;
+    /// @dev Creates a new custom role for the calling instance.
+    /// Custom roles are intended to be used for access control of custom components and its helper contracts.
+    /// Custom roles are not intended to be used as target roles for custom contracts.
+    function createRole(string memory roleName, RoleId adminRoleId, uint32 maxMemberCount) external returns (RoleId roleId);
 
-    function createPoolSetup(NftId poolNftId, ISetup.PoolSetupInfo memory setup) external;
-    function updatePoolSetup(NftId poolNftId, ISetup.PoolSetupInfo memory setup, StateId newState) external;
-    function updatePoolSetupState(NftId poolNftId, StateId newState) external;
+    /// @dev Activates/deactivates the specified role.
+    /// Only instance owner or account with role admin role can call this function.
+    function setRoleActive(RoleId roleId, bool active) external;
 
-    function createBundle(NftId bundleNftId, IBundle.BundleInfo memory bundle) external;
-    function updateBundle(NftId bundleNftId, IBundle.BundleInfo memory bundle, StateId newState) external;
-    function updateBundleState(NftId bundleNftId, StateId newState) external;
+    /// @dev Grants the specified role to the account.
+    /// Only active roles can be granted.
+    /// Only instance owner or account with role admin role can call this function.
+    function grantRole(RoleId roleId, address account) external;
 
-    function createProductSetup(NftId productNftId, ISetup.ProductSetupInfo memory setup) external;
-    function updateProductSetup(NftId productNftId, ISetup.ProductSetupInfo memory setup, StateId newState) external;
-    function updateProductSetupState(NftId productNftId, StateId newState) external;
+    /// @dev Revokes the specified role from the account.
+    /// Only instance owner or account with role admin role can call this function.
+    function revokeRole(RoleId roleId, address account) external;
 
-    function createDistributorType(Key32 distributorKey, IDistribution.DistributorTypeInfo memory info) external;
-    function updateDistributorType(Key32 distributorKey, IDistribution.DistributorTypeInfo memory info, StateId newState) external;
-    function updateDistributorTypeState(Key32 distributorKey, StateId newState) external;
+    /// @dev Creates a new custom target.
+    /// Custom targets are intended to be used for access control helper contracts of components.
+    /// Custom targets are not intended to be used for components.
+    function createTarget(address target, string memory name) external returns (RoleId contractRoleId);
 
-    function createDistributor(NftId nftId, IDistribution.DistributorInfo memory info) external;
-    function updateDistributor(NftId nftId, IDistribution.DistributorInfo memory info, StateId newState) external;
-    function updateDistributorState(NftId nftId, StateId newState) external;
+    /// @dev Authorizes the specified functions for the target and provided role.
+    function authorizeFunctions(address target, RoleId roleId, IAccess.FunctionInfo[] memory functions) external;
 
-    function createReferral(Key32 referralKey, IDistribution.ReferralInfo memory referralInfo) external;
-    function updateReferral(Key32 referralKey, IDistribution.ReferralInfo memory referralInfo, StateId newState) external;
-    function updateReferralState(Key32 referralKey, StateId newState) external;
+    /// @dev Removes any role authorization for the specified functions.
+    function unauthorizeFunctions(address target, IAccess.FunctionInfo[] memory functions) external;
 
-    function createRisk(RiskId riskId, IRisk.RiskInfo memory risk) external;
-    function updateRisk(RiskId riskId, IRisk.RiskInfo memory risk, StateId newState) external;
-    function updateRiskState(RiskId riskId, StateId newState) external;
+    //--- getters -----------------------------------------------------------//
 
-    function createApplication(NftId applicationNftId, IPolicy.PolicyInfo memory policy) external;
-    function updateApplication(NftId applicationNftId, IPolicy.PolicyInfo memory policy, StateId newState) external;
-    function updateApplicationState(NftId applicationNftId, StateId newState) external;
+    /// @dev returns the overall locking state of the instance (including all components)
+    function isInstanceLocked() external view returns (bool isLocked);
 
-    function updatePolicy(NftId policyNftId, IPolicy.PolicyInfo memory policy, StateId newState) external;
-    function updatePolicyState(NftId policyNftId, StateId newState) external;
+    /// @dev returns the locking state of the specified target
+    function isTargetLocked(address target) external view returns (bool isLocked);
 
-    // TODO add claims/payouts function to instance
-    // function updateClaims(NftId policyNftId, IPolicy.PolicyInfo memory policy, StateId newState) external;
+    // get products
+    function products() external view returns (uint256 productCount);
+    function getProductNftId(uint256 idx) external view returns (NftId productNftId);
 
-    function getMajorVersion() external pure returns (VersionPart majorVersion);
+    // get supporting contracts
     function getInstanceReader() external view returns (InstanceReader);
-    function getBundleManager() external view returns (BundleManager);
+    function getBundleSet() external view returns (BundleSet);
+    function getRiskSet() external view returns (RiskSet);
+    function getInstanceAdmin() external view returns (InstanceAdmin);
+    function getInstanceStore() external view returns (InstanceStore);
+    function isTokenRegistryDisabled() external view returns (bool);
 }

package/contracts/instance/IInstanceService.sol

@@ -1,25 +1,31 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
-import {NftId} from "../types/NftId.sol";
-import {ObjectType} from "../types/ObjectType.sol";
-import {RoleId} from "../types/RoleId.sol";
+import {IAccess} from "../authorization/IAccess.sol";
+import {IInstance} from "./IInstance.sol";
 import {IService} from "../shared/IService.sol";
-import {IRegistry} from "../registry/IRegistry.sol";
 
-import {IRegisterable} from "../shared/IRegisterable.sol";
-import {IComponent} from "../components/IComponent.sol";
-
-import {InstanceAccessManager} from "./InstanceAccessManager.sol";
-import {Instance} from "./Instance.sol";
-import {InstanceReader} from "./InstanceReader.sol";
-import {BundleManager} from "./BundleManager.sol";
+import {Amount} from "../type/Amount.sol";
+import {NftId} from "../type/NftId.sol";
+import {ObjectType} from "../type/ObjectType.sol";
+import {RoleId} from "../type/RoleId.sol";
+import {Seconds} from "../type/Seconds.sol";
+import {UFixed} from "../type/UFixed.sol";
+import {VersionPart} from "../type/Version.sol";
 
 interface IInstanceService is IService {
 
+    // onlyInstance
+    error ErrorInstanceServiceNotRegistered(address instance);
+    error ErrorInstanceServiceNotInstance(address instance, ObjectType objectType);
+    error ErrorInstanceServiceInstanceVersionMismatch(NftId instanceNftId, VersionPart expectedRelease, VersionPart instanceRelease);
+
+    error ErrorInstanceServiceComponentNotInstanceLinked(address component);
+
     error ErrorInstanceServiceMasterInstanceAlreadySet();
-    error ErrorInstanceServiceMasterInstanceAccessManagerAlreadySet();
-    error ErrorInstanceServiceMasterBundleManagerAlreadySet();
+    error ErrorInstanceServiceMasterInstanceAdminAlreadySet();
+    error ErrorInstanceServiceMasterBundleSetAlreadySet();
+    error ErrorInstanceServiceMasterRiskSetAlreadySet();
     error ErrorInstanceServiceInstanceAddressZero();
 
     error ErrorInstanceServiceMasterInstanceReaderNotSet();
@@ -28,32 +34,84 @@ interface IInstanceService is IService {
     error ErrorInstanceServiceInstanceReaderInstanceMismatch();
 
     error ErrorInstanceServiceAccessManagerZero();
+    error ErrorInstanceServiceInstanceAdminZero();
     error ErrorInstanceServiceInstanceReaderZero();
-    error ErrorInstanceServiceBundleManagerZero();
+    error ErrorInstanceServiceBundleSetZero();
+    error ErrorInstanceServiceRiskSetZero();
+    error ErrorInstanceServiceInstanceStoreZero();
 
     error ErrorInstanceServiceInstanceAuthorityMismatch();
+    error ErrorInstanceServiceBundleSetAuthorityMismatch();
+    error ErrorInstanceServiceRiskSetAuthorityMismatch();
     error ErrorInstanceServiceInstanceReaderInstanceMismatch2();
-    error ErrorInstanceServiceBundleMangerInstanceMismatch();
+    error ErrorInstanceServiceBundleSetInstanceMismatch();
+    error ErrorInstanceServiceRiskSetInstanceMismatch();
+    error ErrorInstanceServiceInstanceStoreAuthorityMismatch();
 
     error ErrorInstanceServiceRequestUnauhorized(address caller);
-    error ErrorInstanceServiceNotInstanceOwner(address caller, NftId instanceNftId);
+    error ErrorInstanceServiceNotInstanceNftId(NftId nftId);
     error ErrorInstanceServiceComponentNotRegistered(address componentAddress);
+    error ErrorInstanceServiceInstanceComponentMismatch(NftId instanceNftId, NftId componentNftId);
     error ErrorInstanceServiceInvalidComponentType(address componentAddress, ObjectType expectedType, ObjectType componentType);
     
-    event LogInstanceCloned(address clonedAccessManagerAddress, address clonedInstanceAddress, address clonedInstanceReaderAddress, NftId clonedInstanceNftId);
+    event LogInstanceServiceInstanceLocked(NftId instanceNftId, bool locked);
+    event LogInstanceServiceInstanceCreated(NftId instanceNftId, address instance);
+    event LogInstanceServiceMasterInstanceReaderUpgraded(NftId instanceNfId, address newInstanceReader);
+    event LogInstanceServiceInstanceReaderUpgraded(NftId instanceNfId, address newInstanceReader);
+
+    /// @dev Creates a new custom role for the calling instance.
+    function createRole(string memory roleName, RoleId adminRoleId, uint32 maxMemberCount) external returns (RoleId roleId);
+
+    /// @dev Sets the specified custom role as active or inactive for the calling instance.
+    function setRoleActive(RoleId roleId, bool active) external;
+
+    /// @dev Grants the specified custom role to the specified account for the calling instance.
+    function grantRole(RoleId roleId, address account) external; 
+
+    /// @dev Revokes the specified custom role from the specified account for the calling instance.
+    function revokeRole(RoleId roleId, address account) external; 
 
-    function createInstanceClone()
+    /// @dev Creates a new custom target for the calling instance.
+    /// All custom trargets are created with a corresponding contract role.
+    function createTarget(address target, string memory name) external returns (RoleId contractRoleId);
+
+    /// @dev Authorizes the specified functions for the specified target.
+    function authorizeFunctions(address target, RoleId roleId, IAccess.FunctionInfo[] memory functions) external; 
+
+    /// @dev Removes any role authorization for the specified functions.
+    function unauthorizeFunctions(address target, IAccess.FunctionInfo[] memory functions) external;
+
+    /// @dev Locks/unlocks the specified target constrolled by the corresponding instance admin.
+    function setTargetLocked(address target, bool locked) external;
+
+    /// @dev Locks the complete instance, including all its components.
+    function setInstanceLocked(bool locked) external;
+
+    /// @dev Creates a new instance.
+    /// The caller becomes the owner of the new instance.
+    /// Creation of a new instance is achieved by this service through the creation and registration 
+    /// of a new clone of the master instance and then setting up the initial wiring and authorization 
+    /// of the necessary components.
+    /// @param allowAnyToken specifies whether the new instance is allowed to use any token or 
+    /// only tokens that are registered in the `TokenRegistry`. Use of tokens **not** registered in the
+    /// `TokenRegistry` may result in problems with token handline and is therefor not recommended. The 
+    /// use of such instances **is not supported** by Etherisc. 
+    function createInstance(bool allowAnyToken)
         external 
         returns (
-            InstanceAccessManager clonedAccessManager, 
-            Instance clonedInstance,
-            NftId instanceNftId,
-            InstanceReader clonedInstanceReader,
-            BundleManager clonedBundleManager
+            IInstance instance,
+            NftId instanceNftId
         );
 
-    function hasRole(address account, RoleId role, address instanceAddress) external returns (bool);
-    function setTargetLocked(string memory targetName, bool locked) external;
+    function upgradeInstanceReader() external;
+    function upgradeMasterInstanceReader(address instanceReaderAddress) external;
+
+    function setStakingLockingPeriod(Seconds stakeLockingPeriod) external;
+    function setStakingRewardRate(UFixed rewardRate) external;
+    function setStakingMaxAmount(Amount maxStakedAmount) external;
 
-}
+    function refillInstanceRewardReserves(address rewardProvider, Amount dipAmount) external returns (Amount newBalance);
 
+    /// @dev Defunds the staking reward reserves for the specified target.
+    function withdrawInstanceRewardReserves(Amount dipAmount) external returns (Amount newBalance);
+}