@etherisc/gif-next 0.0.2-96b5b72-170 → 0.0.2-97a9fc1-165

package/contracts/shared/ComponentService.sol

@@ -1,150 +1,689 @@
 // SPDX-License-Identifier: Apache-2.0
-pragma solidity ^0.8.19;
+pragma solidity ^0.8.20;
 
+import {IERC20Metadata} from "@openzeppelin/contracts/token/ERC20/extensions/IERC20Metadata.sol";
+
+import {IAccountingService} from "../accounting/IAccountingService.sol";
+import {IComponent} from "../shared/IComponent.sol";
+import {IComponents} from "../instance/module/IComponents.sol";
+import {IComponentService} from "./IComponentService.sol";
+import {IInstance} from "../instance/IInstance.sol";
 import {IInstanceLinkedComponent} from "./IInstanceLinkedComponent.sol";
+import {InstanceAdmin} from "../instance/InstanceAdmin.sol";
+import {InstanceReader} from "../instance/InstanceReader.sol";
+import {InstanceStore} from "../instance/InstanceStore.sol";
+import {IInstanceService} from "../instance/IInstanceService.sol";
+import {IPoolComponent} from "../pool/IPoolComponent.sol";
+import {IProductComponent} from "../product/IProductComponent.sol";
+import {IRegisterable} from "../shared/IRegisterable.sol";
 import {IRegistry} from "../registry/IRegistry.sol";
 import {IRegistryService} from "../registry/IRegistryService.sol";
-import {IInstance} from "../instance/IInstance.sol";
-import {IAccess} from "../instance/module/IAccess.sol";
-import {ObjectType, INSTANCE, REGISTRY} from "../type/ObjectType.sol";
-import {NftId} from "../type/NftId.sol";
-import {RoleId} from "../type/RoleId.sol";
 
+import {Amount, AmountLib} from "../type/Amount.sol";
+import {ContractLib} from "../shared/ContractLib.sol";
+import {Fee, FeeLib} from "../type/Fee.sol";
+import {KEEP_STATE} from "../type/StateId.sol";
+import {NftId, NftIdLib} from "../type/NftId.sol";
+import {ObjectType, ACCOUNTING, REGISTRY, COMPONENT, DISTRIBUTION, INSTANCE, ORACLE, POOL, PRODUCT} from "../type/ObjectType.sol";
 import {Service} from "../shared/Service.sol";
-import {InstanceService} from "../instance/InstanceService.sol";
-import {InstanceAccessManager} from "../instance/InstanceAccessManager.sol";
+import {TokenHandler} from "../shared/TokenHandler.sol";
+import {TokenHandlerDeployerLib} from "../shared/TokenHandlerDeployerLib.sol";
+import {VersionPart} from "../type/Version.sol";
 
-abstract contract ComponentService is
-    Service
+
+contract ComponentService is
+    Service,
+    IComponentService
 {
+    bool private constant INCREASE = true;
+    bool private constant DECREASE = false;
+
+    IAccountingService private _accountingService;
+    IRegistryService private _registryService;
+    IInstanceService private _instanceService;
+
+    modifier onlyComponent(address component) {
+        _checkSupportsInterface(component);
+        _;
+    }
+
+    modifier onlyInstance() {        
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
+        if (instanceNftId.eqz()) {
+            revert ErrorComponentServiceNotRegistered(msg.sender);
+        }
 
-    error ErrorComponentServiceNotComponent(address component);
-    error ErrorComponentServiceInvalidType(address component, ObjectType requiredType, ObjectType componentType);
-    error ErrorComponentServiceSenderNotOwner(address component, address initialOwner, address sender);
-    error ErrorComponentServiceExpectedRoleMissing(NftId instanceNftId, RoleId requiredRole, address sender);
-    error ErrorComponentServiceComponentLocked(address component);
-    error ErrorComponentServiceSenderNotService(address sender);
-    error ErrorComponentServiceComponentTypeInvalid(address component, ObjectType expectedType, ObjectType foundType);
+        ObjectType objectType = getRegistry().getObjectInfo(instanceNftId).objectType;
+        if (objectType != INSTANCE()) {
+            revert ErrorComponentServiceNotInstance(msg.sender, objectType);
+        }
 
-    /// @dev modifier to check if caller is a registered service
-    modifier onlyService() {
-        address caller = msg.sender;
-        if(!getRegistry().isRegisteredService(caller)) {
-            revert ErrorComponentServiceSenderNotService(caller);
+        VersionPart instanceVersion = IInstance(msg.sender).getRelease();
+        if (instanceVersion != getVersion().toMajorPart()) {
+            revert ErrorComponentServiceInstanceVersionMismatch(msg.sender, instanceVersion);
         }
+
         _;
     }
 
-    // view functions
 
-    function getRegistryService() public view virtual returns (IRegistryService) {
-        return IRegistryService(_getServiceAddress(REGISTRY()));
+    function _initialize(
+        address owner, 
+        bytes memory data
+    )
+        internal
+        virtual override
+        initializer()
+    {
+        (
+            address authority,
+            address registry
+        ) = abi.decode(data, (address, address));
+
+        __Service_init(authority, registry, owner);
+
+        _accountingService = IAccountingService(_getServiceAddress(ACCOUNTING()));
+        _registryService = IRegistryService(_getServiceAddress(REGISTRY()));
+        _instanceService = IInstanceService(_getServiceAddress(INSTANCE()));
+
+        _registerInterface(type(IComponentService).interfaceId);
     }
 
-    function getInstanceService() public view returns (InstanceService) {
-        return InstanceService(_getServiceAddress(INSTANCE()));
+    //-------- component ----------------------------------------------------//
+
+    function registerComponent(address component)
+        external
+        virtual
+        onlyComponent(component)
+        returns (NftId componentNftId)
+    {
+        // type specific registration
+        ObjectType componentType = IInstanceLinkedComponent(component).getInitialInfo().objectType;
+        if (componentType == POOL()) {
+            return _registerPool(component);
+        }
+        if (componentType == DISTRIBUTION()) {
+            return _registerDistribution(component);
+        }
+        if (componentType == ORACLE()) {
+            return _registerOracle(component);
+        }
+
+        // fail
+        revert ErrorComponentServiceTypeNotSupported(component, componentType);
+    }
+
+    function approveTokenHandler(
+        IERC20Metadata token,
+        Amount amount
+    )
+        external
+        virtual
+    {
+        // checks
+        (NftId componentNftId, IInstance instance) = _getAndVerifyActiveComponent(COMPONENT());
+        TokenHandler tokenHandler = instance.getInstanceReader().getComponentInfo(
+            componentNftId).tokenHandler;
+
+        // effects
+        tokenHandler.approve(token, amount);
+    }
+
+
+    function setWallet(address newWallet)
+        external
+        virtual
+    {
+        // checks
+        (NftId componentNftId, IInstance instance) = _getAndVerifyActiveComponent(COMPONENT());
+        TokenHandler tokenHandler = instance.getInstanceReader().getComponentInfo(
+            componentNftId).tokenHandler;
+
+        // effects
+        tokenHandler.setWallet(newWallet);
     }
 
-    // internal functions
-    function _checkComponentForRegistration(
+    /// @inheritdoc IComponentService
+    function setLocked(bool locked) 
+        external 
+        virtual
+        restricted()
+    {
+        (, IInstance instance) = _getAndVerifyComponent(COMPONENT(), false);
+
+        address component = msg.sender;
+        instance.getInstanceAdmin().setComponentLocked(
+            component, 
+            locked);
+    }
+
+    /// @inheritdoc IComponentService
+    function withdrawFees(Amount amount)
+        external
+        virtual
+        restricted()
+        returns (Amount withdrawnAmount)
+    {
+        // checks
+        (NftId componentNftId, IInstance instance) = _getAndVerifyActiveComponent(COMPONENT());
+        InstanceReader instanceReader = instance.getInstanceReader();
+
+        // determine withdrawn amount
+        Amount maxAvailableAmount = instanceReader.getFeeAmount(componentNftId);
+        withdrawnAmount = amount;
+
+        // max amount -> withraw all available fees
+        if (amount == AmountLib.max()) {
+            withdrawnAmount = maxAvailableAmount;
+        }
+
+        // check modified withdrawn amount
+        if (withdrawnAmount.eqz()) {
+            revert ErrorComponentServiceWithdrawAmountIsZero();
+        } else if (withdrawnAmount > maxAvailableAmount) {
+            revert ErrorComponentServiceWithdrawAmountExceedsLimit(withdrawnAmount, maxAvailableAmount);
+        }
+
+        // effects
+        // decrease fee counters by withdrawnAmount
+        _accountingService.decreaseComponentFees(
+            instance.getInstanceStore(), 
+            componentNftId, 
+            withdrawnAmount);
+        
+        // transfer amount to component owner
+        address componentOwner = getRegistry().ownerOf(componentNftId);
+        TokenHandler tokenHandler = instanceReader.getTokenHandler(componentNftId);
+        emit LogComponentServiceComponentFeesWithdrawn(
+            componentNftId, 
+            componentOwner, 
+            address(tokenHandler.TOKEN()), 
+            withdrawnAmount);
+
+        // interactions
+        // transfer amount to component owner
+        tokenHandler.pushFeeToken(
+            componentOwner, 
+            withdrawnAmount);
+    }
+
+
+    //-------- product ------------------------------------------------------//
+
+    function registerProduct(address productAddress)
+        external
+        virtual
+        nonReentrant()
+        onlyComponent(productAddress)
+        returns (NftId productNftId)
+    {
+        // register/create component setup
+        InstanceAdmin instanceAdmin;
+        InstanceStore instanceStore;
+        (, instanceAdmin, instanceStore,, productNftId) = _register(
+            productAddress,
+            PRODUCT());
+
+        // get product
+        IProductComponent product = IProductComponent(productAddress);
+        
+        IComponents.ProductInfo memory initialProductInfo = product.getInitialProductInfo();
+        // force initialization of linked components with empty values to 
+        // ensure no components are linked upon initialization of the product
+        initialProductInfo.poolNftId = NftIdLib.zero();
+        initialProductInfo.distributionNftId = NftIdLib.zero();
+        initialProductInfo.oracleNftId = new NftId[](initialProductInfo.expectedNumberOfOracles);
+
+        // create info
+        instanceStore.createProduct(
+            productNftId, 
+            initialProductInfo);
+
+        instanceStore.createFee(
+            productNftId, 
+            product.getInitialFeeInfo());
+    }
+
+
+    function setProductFees(
+        Fee memory productFee, // product fee on net premium
+        Fee memory processingFee // product fee on payout amounts        
+    )
+        external
+        virtual
+        nonReentrant()
+    {
+        (NftId productNftId, IInstance instance) = _getAndVerifyActiveComponent(PRODUCT());
+        IComponents.FeeInfo memory feeInfo = instance.getInstanceReader().getFeeInfo(productNftId);
+        bool feesChanged = false;
+
+        // update product fee if required
+        if(!FeeLib.eq(feeInfo.productFee, productFee)) {
+            _logUpdateFee(productNftId, "ProductFee", feeInfo.productFee, productFee);
+            feeInfo.productFee = productFee;
+            feesChanged = true;
+        }
+
+        // update processing fee if required
+        if(!FeeLib.eq(feeInfo.processingFee, processingFee)) {
+            _logUpdateFee(productNftId, "ProcessingFee", feeInfo.processingFee, processingFee);
+            feeInfo.processingFee = processingFee;
+            feesChanged = true;
+        }
+        
+        if(feesChanged) {
+            instance.getInstanceStore().updateFee(productNftId, feeInfo);
+            emit LogComponentServiceProductFeesUpdated(productNftId);
+        }
+    }
+
+    //-------- distribution -------------------------------------------------//
+
+    /// @dev registers the sending component as a distribution component
+    function _registerDistribution(address distributioAddress)
+        internal
+        virtual
+        nonReentrant()
+        returns (NftId distributionNftId)
+    {
+        // register/create component info
+        InstanceReader instanceReader;
+        InstanceAdmin instanceAdmin;
+        InstanceStore instanceStore;
+        NftId productNftId;
+        (instanceReader, instanceAdmin, instanceStore, productNftId, distributionNftId) = _register(
+            distributioAddress,
+            DISTRIBUTION());
+
+        // check product is still expecting a distribution registration
+        IComponents.ProductInfo memory productInfo = instanceReader.getProductInfo(productNftId);
+        if (!productInfo.hasDistribution) {
+            revert ErrorProductServiceNoDistributionExpected(productNftId);
+        }
+        if (productInfo.distributionNftId.gtz()) {
+            revert ErrorProductServiceDistributionAlreadyRegistered(productNftId, productInfo.distributionNftId);
+        }
+
+        // set distribution in product info
+        productInfo.distributionNftId = distributionNftId;
+        instanceStore.updateProduct(productNftId, productInfo, KEEP_STATE());
+    }
+
+
+    function setDistributionFees(
+        Fee memory distributionFee, // distribution fee for sales that do not include commissions
+        Fee memory minDistributionOwnerFee // min fee required by distribution owner (not including commissions for distributors)
+    )
+        external
+        virtual
+    {
+        (NftId distributionNftId, IInstance instance) = _getAndVerifyActiveComponent(DISTRIBUTION());
+        (NftId productNftId, IComponents.FeeInfo memory feeInfo) = _getLinkedFeeInfo(
+            instance.getInstanceReader(), distributionNftId);
+        bool feesChanged = false;
+
+        // update distributino fee if required
+        if(!FeeLib.eq(feeInfo.distributionFee, distributionFee)) {
+            _logUpdateFee(productNftId, "DistributionFee", feeInfo.distributionFee, distributionFee);
+            feeInfo.distributionFee = distributionFee;
+            feesChanged = true;
+        }
+
+        // update min distribution owner fee if required
+        if(!FeeLib.eq(feeInfo.minDistributionOwnerFee, minDistributionOwnerFee)) {
+            _logUpdateFee(productNftId, "MinDistributionOwnerFee", feeInfo.minDistributionOwnerFee, minDistributionOwnerFee);
+            feeInfo.minDistributionOwnerFee = minDistributionOwnerFee;
+            feesChanged = true;
+        }
+        
+        if(feesChanged) {
+            instance.getInstanceStore().updateFee(productNftId, feeInfo);
+            emit LogComponentServiceDistributionFeesUpdated(distributionNftId);
+        }
+    }
+
+    //-------- oracle -------------------------------------------------------//
+
+    function _registerOracle(address oracleAddress)
+        internal
+        virtual
+        returns (NftId oracleNftId)
+    {
+        // register/create component setup
+        InstanceReader instanceReader;
+        InstanceAdmin instanceAdmin;
+        InstanceStore instanceStore;
+        NftId productNftId;
+
+        (instanceReader, instanceAdmin, instanceStore, productNftId, oracleNftId) = _register(
+            oracleAddress,
+            ORACLE());
+
+        // check product is still expecting an oracle registration
+        IComponents.ProductInfo memory productInfo = instanceReader.getProductInfo(productNftId);
+        if (productInfo.expectedNumberOfOracles == 0) {
+            revert ErrorProductServiceNoOraclesExpected(productNftId);
+        }
+        if (productInfo.numberOfOracles == productInfo.expectedNumberOfOracles) {
+            revert ErrorProductServiceOraclesAlreadyRegistered(productNftId, productInfo.expectedNumberOfOracles);
+        }
+
+        // update/add oracle to product info
+        productInfo.oracleNftId[productInfo.numberOfOracles] = oracleNftId;
+        productInfo.numberOfOracles++;
+        instanceStore.updateProduct(productNftId, productInfo, KEEP_STATE());
+    }
+
+    //-------- pool ---------------------------------------------------------//
+
+    function _registerPool(address poolAddress)
+        internal
+        virtual
+        returns (NftId poolNftId)
+    {
+        // register/create component setup
+        InstanceReader instanceReader;
+        InstanceAdmin instanceAdmin;
+        InstanceStore instanceStore;
+        NftId productNftId;
+
+        (instanceReader, instanceAdmin, instanceStore, productNftId, poolNftId) = _register(
+            poolAddress,
+            POOL());
+
+        // check product is still expecting a pool registration
+        IComponents.ProductInfo memory productInfo = instanceReader.getProductInfo(productNftId);
+        if (productInfo.poolNftId.gtz()) {
+            revert ErrorProductServicePoolAlreadyRegistered(productNftId, productInfo.poolNftId);
+        }
+
+        // create info
+        IPoolComponent pool = IPoolComponent(poolAddress);
+        instanceStore.createPool(
+            poolNftId, 
+            pool.getInitialPoolInfo());
+
+        // update pool in product info
+        productInfo.poolNftId = poolNftId;
+        instanceStore.updateProduct(productNftId, productInfo, KEEP_STATE());
+    }
+
+
+    function setPoolFees(
+        Fee memory poolFee, // pool fee on net premium
+        Fee memory stakingFee, // pool fee on staked capital from investor
+        Fee memory performanceFee // pool fee on profits from capital investors
+    )
+        external
+        virtual
+    {
+        (NftId poolNftId, IInstance instance) = _getAndVerifyActiveComponent(POOL());
+
+        (NftId productNftId, IComponents.FeeInfo memory feeInfo) = _getLinkedFeeInfo(
+            instance.getInstanceReader(), poolNftId);
+        bool feesChanged = false;
+
+        // update pool fee if required
+        if(!FeeLib.eq(feeInfo.poolFee, poolFee)) {
+            _logUpdateFee(productNftId, "PoolFee", feeInfo.poolFee, poolFee);
+            feeInfo.poolFee = poolFee;
+            feesChanged = true;
+        }
+
+        // update staking fee if required
+        if(!FeeLib.eq(feeInfo.stakingFee, stakingFee)) {
+            _logUpdateFee(productNftId, "StakingFee", feeInfo.stakingFee, stakingFee);
+            feeInfo.stakingFee = stakingFee;
+            feesChanged = true;
+        }
+
+        // update performance fee if required
+        if(!FeeLib.eq(feeInfo.performanceFee, performanceFee)) {
+            _logUpdateFee(productNftId, "PerformanceFee", feeInfo.performanceFee, performanceFee);
+            feeInfo.performanceFee = performanceFee;
+            feesChanged = true;
+        }
+        
+        if(feesChanged) {
+            instance.getInstanceStore().updateFee(productNftId, feeInfo);
+            emit LogComponentServicePoolFeesUpdated(poolNftId);
+        }
+    }
+
+    /// @dev Registers the component represented by the provided address.
+    function _register(
+        address componentAddress, // address of component to register
+        ObjectType requiredType // required type for component for registration
+    )
+        internal
+        virtual
+        returns (
+            InstanceReader instanceReader, 
+            InstanceAdmin instanceAdmin, 
+            InstanceStore instanceStore, 
+            NftId parentNftId,
+            NftId componentNftId
+        )
+    {
+        NftId instanceNftId;
+        IInstance instance;
+        IInstanceLinkedComponent component;
+        address initialOwner;
+
+        (
+            instanceNftId, 
+            instance, 
+            parentNftId, 
+            component, 
+            initialOwner
+        ) = _getAndVerifyRegisterableComponent(
+            getRegistry(),
+            componentAddress,
+            requiredType);
+
+        // get instance supporting contracts (as function return values)
+        instanceReader = instance.getInstanceReader();
+        instanceAdmin = instance.getInstanceAdmin();
+        instanceStore = instance.getInstanceStore();
+
+        // register with registry
+        if (requiredType == PRODUCT()) {
+            componentNftId = _registryService.registerProduct(
+                component, initialOwner).nftId;
+        } else {
+            componentNftId = _registryService.registerProductLinkedComponent(
+                component, requiredType, initialOwner).nftId;
+        }
+
+        // deploy and wire token handler
+        address token;
+        {
+            IComponents.ComponentInfo memory componentInfo = component.getInitialComponentInfo();
+            token = address(componentInfo.token);
+            componentInfo.tokenHandler = TokenHandlerDeployerLib.deployTokenHandler(
+                address(getRegistry()),
+                componentAddress, // initially, component is its own wallet
+                token, 
+                address(instanceAdmin.authority()));
+            
+            // register component with instance
+            instanceStore.createComponent(
+                componentNftId, 
+                componentInfo);
+        }
+
+        // link component contract to nft id
+        component.linkToRegisteredNftId();
+
+        // authorize
+        instanceAdmin.initializeComponentAuthorization(componentAddress, requiredType);
+
+        emit LogComponentServiceRegistered(instanceNftId, componentNftId, requiredType, componentAddress, token, initialOwner);
+    }
+
+
+    function _logUpdateFee(NftId productNftId, string memory name, Fee memory feeBefore, Fee memory feeAfter)
+        internal
+        virtual
+    {
+        emit LogComponentServiceUpdateFee(
+            productNftId, 
+            name,
+            feeBefore.fractionalFee,
+            feeBefore.fixedFee,
+            feeAfter.fractionalFee,
+            feeAfter.fixedFee
+        );
+    }
+
+
+    function _getLinkedFeeInfo(
+        InstanceReader instanceReader, 
+        NftId componentNftId
+    )
+        internal
+        view 
+        returns(
+            NftId productNftId, 
+            IComponents.FeeInfo memory info
+        )
+    {
+        productNftId = getRegistry().getParentNftId(componentNftId);
+        info = instanceReader.getFeeInfo(productNftId);
+    }
+
+
+    /// @dev Based on the provided component address required type the component 
+    /// and related instance contract this function reverts iff:
+    /// - the sender is not registered
+    /// - the component contract does not support IInstanceLinkedComponent
+    /// - the component type does not match with the required type
+    /// - the component has already been registered
+    function _getAndVerifyRegisterableComponent(
+        IRegistry registry,
         address componentAddress,
-        ObjectType requiredType,
-        RoleId requiredRole
+        ObjectType requiredType
     )
         internal
         view
         returns (
-            IInstanceLinkedComponent component,
-            address owner,
+            NftId instanceNftId,
             IInstance instance,
-            NftId instanceNftId
+            NftId parentNftId,
+            IInstanceLinkedComponent component,
+            address initialOwner
         )
     {
-        // component may only be registerd by initial owner of component
-        owner = msg.sender;
+        // check sender (instance or product) is registered
+        IRegistry.ObjectInfo memory senderInfo = registry.getObjectInfo(msg.sender);
+        if (senderInfo.nftId.eqz()) {
+            revert ErrorComponentServiceSenderNotRegistered(msg.sender);
+        }
+
+        // the sender is the parent of the component to be registered
+        // an instance caller wanting to register a product - or -
+        // a product caller wantint go register a distribution, oracle or pool
+        parentNftId = senderInfo.nftId;
 
-        // check this is a component
+        // check component is of required type
         component = IInstanceLinkedComponent(componentAddress);
-        if(!component.supportsInterface(type(IInstanceLinkedComponent).interfaceId)) {
-            revert ErrorComponentServiceNotComponent(componentAddress);
+        IRegistry.ObjectInfo memory info = component.getInitialInfo();
+        if(info.objectType != requiredType) {
+            revert ErrorComponentServiceInvalidType(componentAddress, requiredType, info.objectType);
         }
 
-        // check component is of required type
-        IRegistry.ObjectInfo memory componentInfo = component.getInitialInfo();
-        if(componentInfo.objectType != requiredType) {
-            revert ErrorComponentServiceInvalidType(componentAddress, requiredType, componentInfo.objectType);
+        // check component has not already been registered
+        if (getRegistry().getNftIdForAddress(componentAddress).gtz()) {
+            revert ErrorComponentServiceAlreadyRegistered(componentAddress);
+        }
+
+        // component release matches servie release
+        address parentAddress = registry.getObjectAddress(parentNftId);
+        if (component.getRelease() != getRelease()) {
+            revert ErrorComponentServiceReleaseMismatch(componentAddress, component.getRelease(), getRelease());
+        // component release matches parent release
+        } else if (component.getRelease() != IRegisterable(parentAddress).getRelease()){
+            revert ErrorComponentServiceReleaseMismatch(componentAddress, component.getRelease(), IRegisterable(parentAddress).getRelease());
         }
 
-        // check msg.sender is component owner
-        address initialOwner = componentInfo.initialOwner;
-        if(owner != initialOwner) {
-            revert ErrorComponentServiceSenderNotOwner(componentAddress, componentInfo.initialOwner, owner);
+        // check component belongs to same product cluster 
+        // parent of product must be instance, parent of other componet types must be product
+        if (info.parentNftId != senderInfo.nftId) {
+            revert ErrorComponentServiceSenderNotComponentParent(senderInfo.nftId, info.parentNftId);
         }
 
-        // check instance has assigned required role to owner
-        instanceNftId = componentInfo.parentNftId;
-        instance = _getInstance(instanceNftId);
-        if(!instance.getInstanceAccessManager().hasRole(requiredRole, owner)) {
-            revert ErrorComponentServiceExpectedRoleMissing(instanceNftId, requiredRole, owner);
+        // verify parent is registered instance
+        if (requiredType == PRODUCT()) {
+            if (senderInfo.objectType != INSTANCE()) {
+                revert ErrorComponentServiceParentNotInstance(senderInfo.nftId, senderInfo.objectType);
+            }
+
+            instanceNftId = senderInfo.nftId;
+        // verify parent is registered product
+        } else {
+            if (senderInfo.objectType != PRODUCT()) {
+                revert ErrorComponentServiceParentNotProduct(senderInfo.nftId, senderInfo.objectType);
+            }
+
+            instanceNftId = senderInfo.parentNftId;
         }
+
+        // get initial owner and instance
+        initialOwner = info.initialOwner;
+        instance = IInstance(registry.getObjectAddress(instanceNftId));
     }
 
-    // internal view functions
-    function _getAndVerifyCallingComponentAndInstance(
-        ObjectType expectedType // assume always of `component` type
-    )
-        internal
-        view
-        returns(
+    function _setLocked(InstanceAdmin instanceAdmin, address componentAddress, bool locked) internal {
+        instanceAdmin.setTargetLocked(componentAddress, locked);
+    }
+
+    function _getAndVerifyActiveComponent(ObjectType expectedType) 
+        internal 
+        view 
+        returns (
             NftId componentNftId,
-            IRegistry.ObjectInfo memory componentInfo, 
             IInstance instance
         )
     {
-        componentNftId = getRegistry().getNftId(msg.sender);
-        (componentInfo, instance) = _getAndVerifyComponentInfoAndInstance(componentNftId, expectedType);
-
-        // locked component can not call services
-        if (instance.getInstanceAccessManager().isTargetLocked(componentInfo.objectAddress)) {
-            revert IAccess.ErrorIAccessTargetLocked(componentInfo.objectAddress);
-        }
+        return _getAndVerifyComponent(expectedType, true); // only active
     }
 
-    function _getAndVerifyComponentInfoAndInstance(
-        NftId componentNftId,
-        ObjectType expectedType // assume always of `component` type
-    )
-        internal
-        view
-        returns(
-            IRegistry.ObjectInfo memory componentInfo, 
+    function _getAndVerifyComponent(ObjectType expectedType, bool isActive) 
+        internal 
+        view 
+        returns (
+            NftId componentNftId,
             IInstance instance
         )
     {
-        componentInfo = getRegistry().getObjectInfo(componentNftId);
-        if(componentInfo.objectType != expectedType) {
-            revert ErrorComponentServiceComponentTypeInvalid(
-                componentInfo.objectAddress, 
-                expectedType, 
-                componentInfo.objectType);
+        IRegistry.ObjectInfo memory info;
+        address instanceAddress;
+
+        if (expectedType != COMPONENT()) {
+            (info, instanceAddress) = ContractLib.getAndVerifyComponent(
+                getRegistry(),
+                msg.sender, // caller
+                expectedType,
+                isActive); 
+        } else {
+            (info, instanceAddress) = ContractLib.getAndVerifyAnyComponent(
+                getRegistry(),
+                msg.sender,
+                isActive); 
         }
 
-        instance = _getInstance(componentInfo.parentNftId);
+        // get component nft id and instance
+        componentNftId = info.nftId;
+        instance = IInstance(instanceAddress);
     }
-    // assume componentNftId is always of `instance` type
-    function _getInstance(NftId instanceNftId) internal view returns (IInstance) {
-        return IInstance(
-            getRegistry().getObjectInfo(
-                instanceNftId).objectAddress);
+
+    function _getDomain() internal pure virtual override returns(ObjectType) {
+        return COMPONENT();
     }
-    // assume componentNftId is always of `component` type
-    /*function _getInstanceForComponent(NftId componentNftId) internal view returns (IInstance) {
-        NftId instanceNftId = getRegistry().getObjectInfo(componentNftId).parentNftId;
-        address instanceAddress = getRegistry().getObjectInfo(instanceNftId).objectAddress;
-        return IInstance(instanceAddress);
-    }*/
 
-    function _getServiceAddress(ObjectType domain) internal view returns (address) {
-        return getRegistry().getServiceAddress(domain, getVersion().toMajorPart());
+    function _checkSupportsInterface(address component) internal view {
+        if (!ContractLib.supportsInterface(component, type(IInstanceLinkedComponent).interfaceId)) {
+            revert ErrorComponentServiceNotInstanceLinkedComponent(component);
+        }
     }
 }