@etherisc/gif-next 0.0.2-93de5de-423 → 0.0.2-94237b7-984

package/contracts/components/Distribution.sol

@@ -8,6 +8,7 @@ import {NftId, zeroNftId, NftIdLib, toNftId} from "../types/NftId.sol";
 import {ReferralId, ReferralStatus, ReferralLib} from "../types/Referral.sol";
 import {Fee, FeeLib} from "../types/Fee.sol";
 import {Component} from "./Component.sol";
+import {IDistribution} from "../instance/module/IDistribution.sol";
 import {IDistributionComponent} from "./IDistributionComponent.sol";
 import {IRegistry} from "../registry/IRegistry.sol";
 import {IRegisterable} from "../shared/IRegisterable.sol";
@@ -17,7 +18,7 @@ import {TokenHandler} from "../shared/TokenHandler.sol";
 import {InstanceReader} from "../instance/InstanceReader.sol";
 import {UFixed} from "../types/UFixed.sol";
 import {DistributorType} from "../types/DistributorType.sol";
-import {Timestamp} from "../types/Timestamp.sol";
+import {Timestamp, TimestampLib} from "../types/Timestamp.sol";
 import {ITransferInterceptor} from "../registry/ITransferInterceptor.sol";
 
 
@@ -29,6 +30,7 @@ abstract contract Distribution is
     bytes32 public constant DISTRIBUTION_STORAGE_LOCATION_V1 = 0xaab7c5ea03d290056d6c060e0833d3ebcbe647f7694616a2ec52738a64b2f900;
 
     struct DistributionStorage {
+        Fee _minDistributionOwnerFee;
         Fee _distributionFee;
         TokenHandler _tokenHandler;
         IDistributionService _distributionService;
@@ -40,18 +42,20 @@ abstract contract Distribution is
         NftId instanceNftId,
         string memory name,
         address token,
+        Fee memory minDistributionOwnerFee,
         Fee memory distributionFee,
         address initialOwner,
-        bytes memory data
+        bytes memory registryData // writeonly data that will saved in the object info record of the registry
     )
         public
         virtual
         onlyInitializing()
     {
-        initializeComponent(registry, instanceNftId, name, token, DISTRIBUTION(), true, initialOwner, data);
+        initializeComponent(registry, instanceNftId, name, token, DISTRIBUTION(), true, initialOwner, registryData);
 
         DistributionStorage storage $ = _getDistributionStorage();
         // TODO add validation
+        $._minDistributionOwnerFee = minDistributionOwnerFee;
         $._distributionFee = distributionFee;
         $._tokenHandler = new TokenHandler(token);
         $._distributionService = getInstance().getDistributionService();
@@ -60,6 +64,7 @@ abstract contract Distribution is
     }
 
     function setFees(
+        Fee memory minDistributionOwnerFee,
         Fee memory distributionFee
     )
         external
@@ -67,7 +72,7 @@ abstract contract Distribution is
         onlyOwner
         restricted()
     {
-        _getDistributionStorage()._distributionService.setFees(distributionFee);
+        _getDistributionStorage()._distributionService.setFees(minDistributionOwnerFee, distributionFee);
     }
 
     function getDistributionFee() external view returns (Fee memory distributionFee) {
@@ -141,7 +146,7 @@ abstract contract Distribution is
      * @dev lets distributors create referral codes.
      * referral codes need to be unique
      */
-    function createReferral(
+    function _createReferral(
         NftId distributorNftId,
         string memory code,
         UFixed discountPercentage,
@@ -149,8 +154,7 @@ abstract contract Distribution is
         Timestamp expiryAt,
         bytes memory data
     )
-        public
-        // TODO add authz (only active distributor)
+        internal
         returns (ReferralId referralId)
     {
         DistributionStorage storage $ = _getDistributionStorage();
@@ -163,22 +167,6 @@ abstract contract Distribution is
             data);
     }
 
-    function calculateFeeAmount(
-        ReferralId referralId,
-        uint256 netPremiumAmount
-    )
-        external
-        view
-        virtual override
-        returns (uint256 feeAmount)
-    {
-        ISetup.DistributionSetupInfo memory setupInfo = getSetupInfo();
-        Fee memory fee = setupInfo.distributionFee;
-        (feeAmount,) = FeeLib.calculateFee(fee, netPremiumAmount);
-        // TODO: use this? 
-        // return _distributionService.calculateFeeAmount(referralId, premiumAmount);        
-    }
-
     function isDistributor(address candidate)
         public
         view
@@ -206,7 +194,7 @@ abstract contract Distribution is
         )
     {
         ReferralId referralId = getReferralId(referralCode);
-        return getInstanceReader().getDiscountPercentage(referralId);
+        return _getInstanceReader().getDiscountPercentage(referralId);
     }
 
 
@@ -235,19 +223,6 @@ abstract contract Distribution is
         return 0 * netPremiumAmount;
     }
 
-    function processSale(
-        ReferralId referralId,
-        uint256 premiumAmount
-    )
-        external
-        onlyOwner
-        restricted()
-        virtual override
-    {
-        DistributionStorage storage $ = _getDistributionStorage();
-        $._distributionService.processSale(referralId, premiumAmount);        
-    }
-
     function processRenewal(
         ReferralId referralId,
         uint256 feeAmount
@@ -260,11 +235,6 @@ abstract contract Distribution is
         // default is no action
     }
 
-    function referralIsValid(ReferralId referralId) external view returns (bool isValid) {
-        // default is invalid
-        return false;
-    }
-
     function getSetupInfo() public view returns (ISetup.DistributionSetupInfo memory setupInfo) {
         InstanceReader reader = getInstance().getInstanceReader();
         setupInfo = reader.getDistributionSetupInfo(getNftId());
@@ -280,13 +250,15 @@ abstract contract Distribution is
         return ISetup.DistributionSetupInfo(
             zeroNftId(),
             $._tokenHandler,
+            $._minDistributionOwnerFee,
             $._distributionFee,
-            address(this)
+            address(this),
+            0
         );
     }
 
 
-    function nftTransferFrom(address from, address to, uint256 tokenId) external virtual override (Component, ITransferInterceptor) {
+    function _nftTransferFrom(address from, address to, uint256 tokenId) internal virtual override {
         // keep track of distributor nft owner
         emit LogDistributorUpdated(to, msg.sender);
         DistributionStorage storage $ = _getDistributionStorage();

package/contracts/components/IComponent.sol

@@ -1,8 +1,10 @@
 // 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 {IComponents} from "../instance/module/IComponents.sol";
 import {IInstance} from "../instance/IInstance.sol";
 import {IInstanceService} from "../instance/IInstanceService.sol";
 import {IProductService} from "../instance/service/IProductService.sol";
@@ -11,44 +13,64 @@ import {ITransferInterceptor} from "../registry/ITransferInterceptor.sol";
 import {NftId} from "../types/NftId.sol";
 import {ObjectType} from "../types/ObjectType.sol";
 
+/// @dev component base class
+/// component examples are product, distribution, pool and oracle
 interface IComponent is 
     IRegisterable,
-    ITransferInterceptor
+    ITransferInterceptor,
+    IAccessManaged
 {
-
     error ErrorComponentNotChainNft(address caller);
     error ErrorComponentNotProductService(address caller);
-    error ErrorComponentNotInstance(NftId instanceNftId, address instance);
+    error ErrorComponentNotInstance(NftId instanceNftId);
     error ErrorComponentProductNftAlreadySet();
+
     error ErrorComponentWalletAddressZero();
-    error ErrorComponentWalletAddressIsSameAsCurrent(address newWallet);
+    error ErrorComponentWalletAddressIsSameAsCurrent();
     error ErrorComponentWalletAllowanceTooSmall(address oldWallet, address newWallet, uint256 allowance, uint256 balance);
-    error ErrorComponentUnauthorized(address caller, uint64 requiredRoleIdNum);
 
-    event LogComponentWalletAddressChanged(address newWallet);
+    event LogComponentWalletAddressChanged(address oldWallet, address newWallet);
     event LogComponentWalletTokensTransferred(address from, address to, uint256 amount);
 
-    function getName() external view returns (string memory name);
-
+    /// @dev locks component to disable functions that may change state related to this component, the only exception is function "unlock"
+    /// only component owner (nft holder) is authorizes to call this function
     function lock() external;
-    function unlock() external;
 
-    function getToken() external view returns (IERC20Metadata token);
+    /// @dev unlocks component to (re-)enable functions that may change state related to this component
+    /// only component owner (nft holder) is authorizes to call this function
+    function unlock() external;
 
+    /// @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
     function setWallet(address walletAddress) external;
-    function getWallet() external view returns (address walletAddress);
 
-    function isNftInterceptor() external view returns(bool isInterceptor);
+    /// @dev only product service may set product nft id during registration of product setup
+    function setProductNftId(NftId productNftId) external;
+
+    /// @dev returns the name of this component
+    /// to successfully register the component with an instance the name MUST be unique in the linked instance
+    function getName() external view returns (string memory name);
+
+    /// @dev defines which ERC20 token is used by this component
+    function getToken() external view returns (IERC20Metadata token);
 
+    /// @dev defines the instance to which this component is linked to
     function getInstance() external view returns (IInstance instance);
 
-    /// @dev returns the service address for the specified domain
-    /// gets address via lookup from registry using the major version form the linked instance
-    function getServiceAddress(ObjectType domain) external view returns (address service);
+    /// @dev defines the wallet address used to hold the ERC20 tokens related to this component
+    /// the default address is the component token address
+    function getWallet() external view returns (address walletAddress);
 
-    function setProductNftId(NftId productNftId) external;
+    /// @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);
 
-    function getInstanceService() external view returns (IInstanceService);
-    function getProductService() external view returns (IProductService);
+    function isNftInterceptor() external view returns(bool isInterceptor);
+
+    /// @dev returns component infos for this pool
+    /// when registered with an instance the info is obtained from the data stored in the instance
+    /// when not registered the function returns the info from the component contract
+    function getComponentInfo() external view returns (IComponents.ComponentInfo memory info);
 }

package/contracts/components/IDistributionComponent.sol

@@ -17,6 +17,7 @@ interface IDistributionComponent is IComponent {
     function getSetupInfo() external view returns (ISetup.DistributionSetupInfo memory setupInfo);
 
     function setFees(
+        Fee memory minDistributionOwnerFee,
         Fee memory distributionFee
     ) external;
 
@@ -44,38 +45,11 @@ interface IDistributionComponent is IComponent {
         bytes memory data
     ) external;
 
-    /**
-     * @dev lets distributors create referral codes.
-     * referral codes need to be unique
-     * distributor is identified via msg.sender.
-     */
-    function createReferral(
-        NftId distributorNftId,
-        string memory code,
-        UFixed discountPercentage,
-        uint32 maxReferrals,
-        Timestamp expiryAt,
-        bytes memory data
-    ) external returns (ReferralId referralId);
-
-    function calculateFeeAmount(
-        ReferralId referralId,
-        uint256 netPremiumAmount
-    ) external view returns (uint256 feeAmount);
-
     function calculateRenewalFeeAmount(
         ReferralId referralId,
         uint256 netPremiumAmount
     ) external view returns (uint256 feeAmount);
 
-    /// @dev callback from product service when selling a policy for a specific referralId
-    /// the used referral id and the collected fee are provided as parameters
-    /// the component implementation can then process this information accordingly
-    function processSale(
-        ReferralId referralId,
-        uint256 feeAmount
-    ) external;
-
     /// @dev callback from product service when a policy is renews for a specific referralId
     function processRenewal(
         ReferralId referralId,
@@ -92,9 +66,6 @@ interface IDistributionComponent is IComponent {
         string memory referralCode
     ) external returns (ReferralId referralId);
 
-    /// @dev returns true iff the referral id is valid
-    function referralIsValid(ReferralId referralId) external view returns (bool isValid);
-
     /// @dev returns true iff the component needs to be called when selling/renewing policis
     function isVerifying() external view returns (bool verifying);
 }

package/contracts/components/IPoolComponent.sol

@@ -3,85 +3,111 @@ pragma solidity ^0.8.20;
 
 import {Fee} from "../types/Fee.sol";
 import {IComponent} from "./IComponent.sol";
-import {ISetup} from "../instance/module/ISetup.sol";
+import {IComponents} from "../instance/module/IComponents.sol";
 import {NftId} from "../types/NftId.sol";
+import {RoleId} from "../types/RoleId.sol";
+import {Seconds} from "../types/Seconds.sol";
 import {UFixed} from "../types/UFixed.sol";
 
 /// @dev pool components hold and manage the collateral to cover active policies
 /// pools come in different flavors
 interface IPoolComponent is IComponent {
 
-    event LogUnderwrittenByPool(NftId policyNftId, uint256 collateralizationAmount, address pool);
+    error ErrorPoolNotBundleOwner(NftId bundleNftId, address caller);
+    error ErrorPoolNotPoolService(address caller);
 
-    error ErrorPoolNotPoolService(address service);
+    error ErrorPoolApplicationBundleMismatch(NftId applicationNftId);
 
-    function getSetupInfo() external view returns (ISetup.PoolSetupInfo memory setupInfo);
+    event LogPoolVerifiedByPool(address pool, NftId applicationNftId, uint256 collateralizationAmount);
 
-    function setFees(
-        Fee memory poolFee,
-        Fee memory stakingFee,
-        Fee memory performanceFee
-    ) external;
+    /// @dev increases the staked tokens by the specified amount
+    /// only the bundle owner may stake tokens
+    /// bundle MUST be in active or locked state
+    function stake(NftId bundleNftId, uint256 amount) external;
+
+    /// @dev decreases the staked tokens by the specified amount
+    /// only the bundle owner may unstake tokens from the bundle
+    /// bundle MUST be in active, locked or closed state
+    function unstake(NftId bundleNftId, uint256 amount) external;
 
-    /// @dev sets an additional bundle fee, this fee is added on top of the poolFee and deducted from the premium amounts.
+    /// @dev extends the bundle lifetime of the bundle by the specified time
+    /// only the bundle owner may extend the bundle's lifetime
+    /// bundle MUST be in active or locked state
+    function extend(NftId bundleNftId, Seconds lifetimeExtension) external;
+
+    /// @dev locks the specified bundle
+    /// a bundle to be locked MUST be in active state
+    /// locked bundles may not be used to underwrite any new policy
+    function lockBundle(NftId bundleNftId) external;
+
+    /// @dev unlocks the specified bundle
+    /// a bundle to be unlocked MUST be in locked state
+    function unlockBundle(NftId bundleNftId) external;
+
+    /// @dev close the specified bundle
+    /// a bundle to be closed MUST be in active or locked state
+    /// to close a bundle all all linked policies MUST be in closed state as well
+    /// closing a bundle finalizes the bundle bookkeeping including overall profit calculation
+    /// once a bundle is closed this action cannot be reversed
+    function close(NftId bundleNftId) external;
+
+    /// @dev sets the fee for the specified bundle
+    /// the fee is added on top of the poolFee and deducted from the premium amounts
     /// via these fees individual bundler owner may earn income per policy in the context of peer to peer pools
     function setBundleFee(
         NftId bundleNftId, 
         Fee memory fee
     ) external;
 
+    /// @dev sets the maximum overall capital amound held by this pool
+    /// function may only be called by pool owner
+    function setMaxCapitalAmount(uint256 maxCapitalAmount) external;
+
+    /// @dev sets the required role to create/own bundles
+    /// may only be called once after setting up a pool
+    /// may only be called by pool owner 
+    function setBundleOwnerRole(RoleId bundleOwnerRole) external;
+
+    /// @dev update pool fees to the specified values
+    /// pool fees: are deducted from the premium amount and goes to the pool owner
+    /// staking fees: are deducted from the staked tokens by a bundle owner and goes to the pool owner
+    /// performance fees: when a bundle is closed a bundle specific profit is calculated
+    /// the performance fee is deducted from this profit and goes to the pool owner
+    function setFees(
+        Fee memory poolFee,
+        Fee memory stakingFee,
+        Fee memory performanceFee
+    ) external;
+
     /// @dev this is a callback function that is called by the product service when underwriting a policy.
     /// the pool has the option to check the details and object to underwriting by reverting.
     /// the function is only called for "active" pools that ask to be involved/notified
     /// by product related state changes.
     function verifyApplication(
         NftId applicationNftId, 
-        bytes memory policyData,
+        bytes memory applicationData,
+        NftId bundleNftId, 
         bytes memory bundleFilter,
         uint256 collateralizationAmount
     ) external;
 
-    function lockBundle(NftId bundleNftId) external;
-
-    function unlockBundle(NftId bundleNftId) external;
-
-    /// @dev defines the multiplier to calculate the required collateral to cover a given sum insured amount
-    /// default implementation returns 100%
-    function getCollateralizationLevel() external view returns (UFixed collateralizationLevel);
-
-    /// @dev defines the amount of collateral held in the pool.
-    /// if the value is < 100% the pool is required to hold a policy that covers the locally missing collateral
-    /// default implementation returns 100%
-    function getRetentionLevel() external view returns (UFixed retentionLevel);
-
-    /// @dev declares if pool intercept transfers of bundle nft ids
-    /// - yes: pool may block transfer of bundle ownership or simply updates some bookkeeping related to bundle ownership. callback function is nftTransferFrom
-    /// - no: pool is not involved in transfer of bundle ownership
-    /// default implementation returns false (no)
-    function isInterceptingBundleTransfers() external view returns (bool);
-
-    /// @dev declares if pool relies on external management of collateral (yes/no): 
-    /// - yes: underwriting of new policies does not require an actual token balance, instead it is assumed that the pool owner will manage funds externally and inject enough tokens to allow process confirmed payouts
-    /// - no: the pool smart contract ensures that the necessary capacity of the pool prior to underwriting.
-    /// default implementation returns false (no)
-    function isExternallyManaged() external view returns (bool);
-
-    /// @dev declares if pool component is actively involved in underwriting (yes/no): 
-    /// - yes: verifying pools components actively confirm underwriting applications, ie the pool component logic explicitly needs to confirm the locking of collateral to cover the sum insured of the policy
-    /// - no: underwriting a policy does not require any interaction with the pool component if the covering bundle can provide the necessary captial
-    /// default implementation returnsfalse (no)
-    function isVerifyingApplications() external view returns (bool);
-
-    /// @dev returns true iff the policy application data in policyData matches
-    /// with the bundle filter criteria encoded in bundleFilter
+    /// @dev returns true iff the application matches with the bundle 
     /// this is a callback function that is only called if a pool declares itself as a verifying pool
     /// default implementation returns true
-    function policyMatchesBundle(
-        bytes memory policyData,
-        bytes memory bundleFilter
+    function applicationMatchesBundle(
+        NftId applicationNftId, 
+        bytes memory applicationData,
+        NftId bundleNftId, 
+        bytes memory bundleFilter,
+        uint256 collateralizationAmount
     )
         external
         view
         returns (bool isMatching);
 
+    /// @dev returns pool specific infos for this pool
+    /// when registered with an instance the info is obtained from the data stored in the instance
+    /// when not registered the function returns the info from the component contract
+    function getPoolInfo() external view returns (IComponents.PoolInfo memory info);
+
 }

package/contracts/components/IProductComponent.sol

@@ -7,6 +7,7 @@ import {ISetup} from "../instance/module/ISetup.sol";
 import {NftId} from "../types/NftId.sol";
 import {ReferralId} from "../types/Referral.sol";
 import {RiskId} from "../types/RiskId.sol";
+import {Seconds} from "../types/Seconds.sol";
 
 interface IProductComponent is IComponent {
 
@@ -20,7 +21,7 @@ interface IProductComponent is IComponent {
     function calculatePremium(
         uint256 sumInsuredAmount,
         RiskId riskId,
-        uint256 lifetime,
+        Seconds lifetime,
         bytes memory applicationData,
         NftId bundleNftId,
         ReferralId referralId
@@ -29,7 +30,7 @@ interface IProductComponent is IComponent {
     function calculateNetPremium(
         uint256 sumInsuredAmount,
         RiskId riskId,
-        uint256 lifetime,
+        Seconds lifetime,
         bytes memory applicationData
     ) external view returns (uint256 netPremiumAmount);