@etherisc/gif-next 0.0.2-c0dadcd-773 → 0.0.2-c16a73d-798

package/contracts/instance/InstanceService.sol

@@ -4,20 +4,20 @@ pragma solidity ^0.8.20;
 import {Clones} from "@openzeppelin/contracts/proxy/Clones.sol";
 import {ShortString, ShortStrings} from "@openzeppelin/contracts/utils/ShortStrings.sol";
 
+import {AccessManagerCloneable} from "../authorization/AccessManagerCloneable.sol";
 import {Amount} from "../type/Amount.sol";
-import {BundleManager} from "./BundleManager.sol";
+import {BundleSet} from "./BundleSet.sol";
 import {ChainNft} from "../registry/ChainNft.sol";
 import {NftId} from "../type/NftId.sol";
 import {RoleId} from "../type/RoleId.sol";
 import {SecondsLib} from "../type/Seconds.sol";
 import {UFixed, UFixedLib} from "../type/UFixed.sol";
-import {ADMIN_ROLE, INSTANCE_OWNER_ROLE, DISTRIBUTION_OWNER_ROLE, POOL_OWNER_ROLE, PRODUCT_OWNER_ROLE, INSTANCE_SERVICE_ROLE, DISTRIBUTION_SERVICE_ROLE, POOL_SERVICE_ROLE, PRODUCT_SERVICE_ROLE, APPLICATION_SERVICE_ROLE, POLICY_SERVICE_ROLE, CLAIM_SERVICE_ROLE, BUNDLE_SERVICE_ROLE, INSTANCE_ROLE} from "../type/RoleId.sol";
+import {ADMIN_ROLE} from "../type/RoleId.sol";
 import {ObjectType, INSTANCE, BUNDLE, APPLICATION, CLAIM, DISTRIBUTION, INSTANCE, POLICY, POOL, PRODUCT, REGISTRY, STAKING} from "../type/ObjectType.sol";
 
 import {Service} from "../shared/Service.sol";
 import {IInstanceLinkedComponent} from "../shared/IInstanceLinkedComponent.sol";
 import {IService} from "../shared/IService.sol";
-import {AccessManagerExtendedInitializeable} from "../shared/AccessManagerExtendedInitializeable.sol";
 
 import {IDistributionComponent} from "../distribution/IDistributionComponent.sol";
 import {IPoolComponent} from "../pool/IPoolComponent.sol";
@@ -34,7 +34,6 @@ import {InstanceAdmin} from "./InstanceAdmin.sol";
 import {IInstanceService} from "./IInstanceService.sol";
 import {InstanceReader} from "./InstanceReader.sol";
 import {InstanceStore} from "./InstanceStore.sol";
-import {InstanceAuthorizationsLib} from "./InstanceAuthorizationsLib.sol";
 import {Seconds} from "../type/Seconds.sol";
 import {VersionPart, VersionPartLib} from "../type/Version.sol";
 
@@ -54,13 +53,13 @@ contract InstanceService is
     address internal _masterInstanceAdmin;
     address internal _masterInstance;
     address internal _masterInstanceReader;
-    address internal _masterInstanceBundleManager;
+    address internal _masterInstanceBundleSet;
     address internal _masterInstanceStore;
 
 
     modifier onlyInstance() {        
         address instanceAddress = msg.sender;
-        NftId instanceNftId = getRegistry().getNftId(msg.sender);
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
         if (instanceNftId.eqz()) {
             revert ErrorInstanceServiceNotRegistered(instanceAddress);
         }
@@ -70,7 +69,7 @@ contract InstanceService is
             revert ErrorInstanceServiceNotInstance(instanceAddress, objectType);
         }
 
-        VersionPart instanceVersion = IInstance(instanceAddress).getMajorVersion();
+        VersionPart instanceVersion = IInstance(instanceAddress).getRelease();
         if (instanceVersion != getVersion().toMajorPart()) {
             revert ErrorInstanceServiceInstanceVersionMismatch(instanceAddress, instanceVersion);
         }
@@ -94,78 +93,36 @@ contract InstanceService is
         _;
     }
 
-    function createInstanceClone()
+    function createInstance()
         external 
         returns (
             Instance clonedInstance,
             NftId clonedInstanceNftId
         )
     {
+        // tx sender will become instance owner
         address instanceOwner = msg.sender;
-        AccessManagerExtendedInitializeable clonedAccessManager = AccessManagerExtendedInitializeable(
-            Clones.clone(_masterAccessManager));
 
-        // initially grants ADMIN_ROLE to this (being the instance service). 
-        // This will allow the instance service to bootstrap the authorizations of the instance.
-        // Instance service will renounce ADMIN_ROLE when bootstraping is finished
-        clonedAccessManager.initialize(address(this));
+        // create instance admin and instance
+        InstanceAdmin instanceAdmin = _createInstanceAdmin();
+        clonedInstance = _createInstance(instanceAdmin, instanceOwner);
 
-        clonedInstance = Instance(Clones.clone(_masterInstance));
-        clonedInstance.initialize(
-            address(clonedAccessManager),
-            address(getRegistry()), 
-            instanceOwner);
-        // initialize and set before instance reader
-        InstanceStore clonedInstanceStore = InstanceStore(Clones.clone(address(_masterInstanceStore)));
-        clonedInstanceStore.initialize(address(clonedInstance));
-        clonedInstance.setInstanceStore(clonedInstanceStore);
-        
-        InstanceReader clonedInstanceReader = InstanceReader(Clones.clone(address(_masterInstanceReader)));
-        clonedInstanceReader.initialize(address(clonedInstance));
-        clonedInstance.setInstanceReader(clonedInstanceReader);
-
-        BundleManager clonedBundleManager = BundleManager(Clones.clone(_masterInstanceBundleManager));
-        clonedBundleManager.initialize(address(clonedInstance));
-        clonedInstance.setBundleManager(clonedBundleManager);
-
-        InstanceAdmin clonedInstanceAdmin = InstanceAdmin(Clones.clone(_masterInstanceAdmin));
-        clonedAccessManager.grantRole(ADMIN_ROLE().toInt(), address(clonedInstanceAdmin), 0);
-        clonedInstanceAdmin.initialize(address(clonedInstance));
-        clonedInstance.setInstanceAdmin(clonedInstanceAdmin);
-
-        // TODO amend setters with instance specific , policy manager ...
-
-        // TODO library does external calls -> but it is registry and access manager -> find out is it best practice
-        InstanceAuthorizationsLib.grantInitialAuthorizations(
-            clonedAccessManager, 
-            clonedInstanceAdmin, 
-            clonedInstance, 
-            clonedBundleManager, 
-            clonedInstanceStore, 
-            instanceOwner,
-            getRegistry(),
-            getVersion().toMajorPart());
-
-        clonedAccessManager.renounceRole(ADMIN_ROLE().toInt(), address(this));
+        // register cloned instance with registry
+        clonedInstanceNftId = _registryService.registerInstance(
+            clonedInstance, instanceOwner).nftId;
 
-        // register new instance with registry
-        IRegistry.ObjectInfo memory info = _registryService.registerInstance(clonedInstance, instanceOwner);
-        clonedInstanceNftId = info.nftId;
-
-        // create corresponding staking target
+        // register cloned instance as staking target
         _stakingService.createInstanceTarget(
             clonedInstanceNftId,
             TargetManagerLib.getDefaultLockingPeriod(),
             TargetManagerLib.getDefaultRewardRate());
 
+        // MUST be set after instance is set up and registered
+        instanceAdmin.initializeInstanceAuthorization(address(clonedInstance));
+
         emit LogInstanceCloned(
-            address(clonedAccessManager), 
-            address(clonedInstanceAdmin), 
-            address(clonedInstance),
-            address(clonedInstanceStore),
-            address(clonedBundleManager), 
-            address(clonedInstanceReader), 
-            clonedInstanceNftId);
+            clonedInstanceNftId,
+            address(clonedInstance));
     }
 
 
@@ -174,7 +131,7 @@ contract InstanceService is
         virtual
         onlyInstance()
     {
-        NftId instanceNftId = getRegistry().getNftId(msg.sender);
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
         _stakingService.setInstanceLockingPeriod(
             instanceNftId,
             stakeLockingPeriod);
@@ -186,7 +143,7 @@ contract InstanceService is
         virtual
         onlyInstance()
     {
-        NftId instanceNftId = getRegistry().getNftId(msg.sender);
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
         _stakingService.setInstanceRewardRate(
             instanceNftId,
             rewardRate);
@@ -198,7 +155,7 @@ contract InstanceService is
         virtual
         onlyInstance()
     {
-        NftId instanceNftId = getRegistry().getNftId(msg.sender);
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
         _stakingService.refillInstanceRewardReserves(
             instanceNftId,
             rewardProvider,
@@ -212,7 +169,7 @@ contract InstanceService is
         onlyInstance()
         returns (Amount newBalance)
     {
-        NftId instanceNftId = getRegistry().getNftId(msg.sender);
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
         _stakingService.withdrawInstanceRewardReserves(
             instanceNftId,
             dipAmount);
@@ -235,13 +192,13 @@ contract InstanceService is
         NftId instanceNftId = registry.getObjectInfo(componentAddress).parentNftId;
 
         IInstance instance = IInstance(
-            registry.getObjectInfo(
-                instanceNftId).objectAddress);
+            registry.getObjectAddress(instanceNftId));
 
         // no revert in case already locked
-        instance.getInstanceAdmin().setTargetLockedByService(
-            componentAddress, 
-            locked);
+        // TODO refactor/implement
+        // instance.getInstanceAdmin().setTargetLockedByService(
+        //     componentAddress, 
+        //     locked);
     }
 
 
@@ -255,38 +212,39 @@ contract InstanceService is
             returns(NftId masterInstanceNftId)
     {
         if(_masterInstance != address(0)) { revert ErrorInstanceServiceMasterInstanceAlreadySet(); }
-        if(_masterAccessManager != address(0)) { revert ErrorInstanceServiceMasterInstanceAccessManagerAlreadySet(); }
         if(_masterInstanceAdmin != address(0)) { revert ErrorInstanceServiceMasterInstanceAdminAlreadySet(); }
-        if(_masterInstanceBundleManager != address(0)) { revert ErrorInstanceServiceMasterBundleManagerAlreadySet(); }
+        if(_masterInstanceBundleSet != address(0)) { revert ErrorInstanceServiceMasterBundleSetAlreadySet(); }
 
         if(instanceAddress == address(0)) { revert ErrorInstanceServiceInstanceAddressZero(); }
 
         IInstance instance = IInstance(instanceAddress);
+        address accessManagerAddress = instance.authority();
         InstanceAdmin instanceAdmin = instance.getInstanceAdmin();
         address instanceAdminAddress = address(instanceAdmin);
         InstanceReader instanceReader = instance.getInstanceReader();
         address instanceReaderAddress = address(instanceReader);
-        BundleManager bundleManager = instance.getBundleManager();
+        BundleSet bundleManager = instance.getBundleSet();
         address bundleManagerAddress = address(bundleManager);
         InstanceStore instanceStore = instance.getInstanceStore();
         address instanceStoreAddress = address(instanceStore);
 
+        if(accessManagerAddress == address(0)) { revert ErrorInstanceServiceAccessManagerZero(); }
         if(instanceAdminAddress == address(0)) { revert ErrorInstanceServiceInstanceAdminZero(); }
         if(instanceReaderAddress == address(0)) { revert ErrorInstanceServiceInstanceReaderZero(); }
-        if(bundleManagerAddress == address(0)) { revert ErrorInstanceServiceBundleManagerZero(); }
+        if(bundleManagerAddress == address(0)) { revert ErrorInstanceServiceBundleSetZero(); }
         if(instanceStoreAddress == address(0)) { revert ErrorInstanceServiceInstanceStoreZero(); }
         
         if(instance.authority() != instanceAdmin.authority()) { revert ErrorInstanceServiceInstanceAuthorityMismatch(); }
-        if(bundleManager.authority() != instanceAdmin.authority()) { revert ErrorInstanceServiceBundleManagerAuthorityMismatch(); }
+        if(bundleManager.authority() != instanceAdmin.authority()) { revert ErrorInstanceServiceBundleSetAuthorityMismatch(); }
         if(instanceStore.authority() != instanceAdmin.authority()) { revert ErrorInstanceServiceInstanceStoreAuthorityMismatch(); }
         if(bundleManager.getInstance() != instance) { revert ErrorInstanceServiceBundleMangerInstanceMismatch(); }
         if(instanceReader.getInstance() != instance) { revert ErrorInstanceServiceInstanceReaderInstanceMismatch2(); }
 
-        _masterAccessManager = instance.authority();
+        _masterAccessManager = accessManagerAddress;
         _masterInstanceAdmin = instanceAdminAddress;
         _masterInstance = instanceAddress;
         _masterInstanceReader = instanceReaderAddress;
-        _masterInstanceBundleManager = bundleManagerAddress;
+        _masterInstanceBundleSet = bundleManagerAddress;
         _masterInstanceStore = instanceStoreAddress;
         
         IInstance masterInstance = IInstance(_masterInstance);
@@ -308,56 +266,62 @@ contract InstanceService is
     function upgradeInstanceReader(NftId instanceNftId) 
         external 
         onlyInstanceOwner(instanceNftId) 
+        onlyNftOfType(instanceNftId, INSTANCE())
     {
         IRegistry registry = getRegistry();
         IRegistry.ObjectInfo memory instanceInfo = registry.getObjectInfo(instanceNftId);
         Instance instance = Instance(instanceInfo.objectAddress);
         
         InstanceReader upgradedInstanceReaderClone = InstanceReader(Clones.clone(address(_masterInstanceReader)));
-        upgradedInstanceReaderClone.initialize(address(instance));
+        upgradedInstanceReaderClone.initializeWithInstance(address(instance));
         instance.setInstanceReader(upgradedInstanceReaderClone);
     }
 
-
-    function createGifTarget(
-        NftId instanceNftId,
-        address targetAddress,
-        string memory targetName,
-        bytes4[][] memory selectors,
-        RoleId[] memory roles
-    )
-        external
+    /// @dev create new cloned instance admin
+    /// function used to setup a new instance
+    function _createInstanceAdmin()
+        internal
         virtual
-        restricted()
+        returns (InstanceAdmin clonedInstanceAdmin)
     {
-        _createGifTarget(
-            instanceNftId,
-            targetAddress,
-            targetName,
-            roles,
-            selectors
-        );
+        // start with setting up a new OZ access manager
+        AccessManagerCloneable clonedAccessManager = AccessManagerCloneable(
+            Clones.clone(_masterAccessManager));
+        
+        // set up the instance admin
+        clonedInstanceAdmin = InstanceAdmin(Clones.clone(_masterInstanceAdmin));
+        clonedAccessManager.initialize(
+            address(clonedInstanceAdmin)); // grant ADMIN_ROLE to instance admin
+
+        clonedInstanceAdmin.initialize(
+            clonedAccessManager,
+            InstanceAdmin(_masterInstanceAdmin).getInstanceAuthorization());
     }
 
 
-    function createComponentTarget(
-        NftId instanceNftId,
-        address targetAddress,
-        string memory targetName,
-        bytes4[][] memory selectors,
-        RoleId[] memory roles
+    /// @dev create new cloned instance
+    /// function used to setup a new instance
+    function _createInstance(
+        InstanceAdmin instanceAdmin,
+        address instanceOwner
     )
-        external
+        internal
         virtual
-        restricted()
+        returns (Instance clonedInstance)
     {
-        _createGifTarget(
-            instanceNftId,
-            targetAddress,
-            targetName,
-            roles,
-            selectors
-        );
+        InstanceStore clonedInstanceStore = InstanceStore(Clones.clone(address(_masterInstanceStore)));
+        BundleSet clonedBundleSet = BundleSet(Clones.clone(_masterInstanceBundleSet));
+        InstanceReader clonedInstanceReader = InstanceReader(Clones.clone(address(_masterInstanceReader)));
+
+        // clone instance
+        clonedInstance = Instance(Clones.clone(_masterInstance));
+        clonedInstance.initialize(
+            instanceAdmin,
+            clonedInstanceStore,
+            clonedBundleSet,
+            clonedInstanceReader,
+            getRegistry(),
+            instanceOwner);
     }
 
 
@@ -379,12 +343,14 @@ contract InstanceService is
         ) = _validateInstanceAndComponent(instanceNftId, targetAddress);
 
         InstanceAdmin instanceAdmin = instance.getInstanceAdmin();
-        instanceAdmin.createGifTarget(targetAddress, targetName);
+
+        // TODO refactor/implement
+        // instanceAdmin.createGifTarget(targetAddress, targetName);
+
         // set proposed target config
-        // TODO restriction: gif targets are set only once and only here?
-        //      assume config is a mix of gif and custom roles and no further configuration by INSTANCE_OWNER_ROLE is ever needed?
         for(uint roleIdx = 0; roleIdx < roles.length; roleIdx++) {
-            instanceAdmin.setTargetFunctionRoleByService(targetName, selectors[roleIdx], roles[roleIdx]);
+            // TODO refactor/implement
+            // instanceAdmin.setTargetFunctionRoleByService(targetName, selectors[roleIdx], roles[roleIdx]);
         }
     }
     
@@ -394,21 +360,20 @@ contract InstanceService is
         bytes memory data
     )
         internal
-        initializer
         virtual override
+        initializer()
     {
         (
-            address registryAddress,, 
-            //address managerAddress
+            address registryAddress,
             address authority
-        ) = abi.decode(data, (address, address, address));
+        ) = abi.decode(data, (address, address));
 
-        initializeService(registryAddress, authority, owner);
+        _initializeService(registryAddress, authority, owner);
 
         _registryService = IRegistryService(_getServiceAddress(REGISTRY()));
         _stakingService = IStakingService(_getServiceAddress(STAKING()));
 
-        registerInterface(type(IInstanceService).interfaceId);
+        _registerInterface(type(IInstanceService).interfaceId);
     }
 
 
@@ -423,13 +388,20 @@ contract InstanceService is
             revert ErrorInstanceServiceNotInstanceNftId(instanceNftId);
         }
 
-        IRegistry.ObjectInfo memory componentInfo = registry.getObjectInfo(componentAddress);
-        if(componentInfo.parentNftId != instanceNftId) {
-            revert ErrorInstanceServiceInstanceComponentMismatch(instanceNftId, componentInfo.nftId);
+        if (registry.getNftIdForAddress(componentAddress).gtz()) {
+            IRegistry.ObjectInfo memory componentInfo = registry.getObjectInfo(componentAddress);
+
+            if(componentInfo.parentNftId != instanceNftId) {
+                revert ErrorInstanceServiceInstanceComponentMismatch(instanceNftId, componentInfo.nftId);
+            }
+
+            componentNftId = componentInfo.nftId;
+        } else {
+
         }
 
         instance = Instance(instanceInfo.objectAddress);
-        componentNftId = componentInfo.nftId;
+        
     }
 
     // From IService

package/contracts/instance/InstanceServiceManager.sol

@@ -1,13 +1,9 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
-import {Instance} from "./Instance.sol";
-import {IVersionable} from "../shared/IVersionable.sol";
-import {ProxyManager} from "../shared/ProxyManager.sol";
+import {IVersionable} from "../upgradeability/IVersionable.sol";
+import {ProxyManager} from "../upgradeability/ProxyManager.sol";
 import {InstanceService} from "./InstanceService.sol";
-import {Registry} from "../registry/Registry.sol";
-import {RegistryService} from "../registry/RegistryService.sol";
-import {REGISTRY} from "../type/ObjectType.sol";
 
 contract InstanceServiceManager is ProxyManager {
 
@@ -16,16 +12,15 @@ contract InstanceServiceManager is ProxyManager {
     /// @dev initializes proxy manager with instance service implementation
     constructor(
         address authority, 
-        address registryAddress,
+        address registry,
         bytes32 salt
     ) 
-        ProxyManager(registryAddress)
     {
-        InstanceService instSrv = new InstanceService{salt: salt}();
-        // bytes memory initCode = type(InstanceService).creationCode;
-        bytes memory data = abi.encode(registryAddress, address(this), authority);
-        IVersionable versionable = deployDetermenistic(
-            address(instSrv), 
+        InstanceService svc = new InstanceService{salt: salt}();
+        bytes memory data = abi.encode(registry, authority);
+        IVersionable versionable = initialize(
+            registry,
+            address(svc), 
             data,
             salt);
 

package/contracts/instance/InstanceStore.sol

@@ -7,7 +7,7 @@ import {Amount} from "../type/Amount.sol";
 import {Key32} from "../type/Key32.sol";
 import {NftId} from "../type/NftId.sol";
 import {ClaimId} from "../type/ClaimId.sol";
-import {ObjectType, BUNDLE, POLICY, POOL, PRODUCT, COMPONENT, DISTRIBUTOR, DISTRIBUTOR_TYPE} from "../type/ObjectType.sol";
+import {ObjectType, BUNDLE, POLICY, POOL, PREMIUM, PRODUCT, COMPONENT, DISTRIBUTOR} from "../type/ObjectType.sol";
 import {RequestId} from "../type/RequestId.sol";
 import {RiskId} from "../type/RiskId.sol";
 import {StateId} from "../type/StateId.sol";
@@ -27,21 +27,28 @@ import {IPolicy} from "./module/IPolicy.sol";
 import {IOracle} from "../oracle/IOracle.sol";
 import {IRisk} from "./module/IRisk.sol";
 
+import {ObjectLifecycle} from "./base/ObjectLifecycle.sol";
+
 
 contract InstanceStore is
     AccessManagedUpgradeable, 
     BalanceStore,
     KeyValueStore,
-    ObjectCounter
+    ObjectCounter,
+    ObjectLifecycle
 {
-    function initialize(address instance)
+
+    /// @dev This initializer needs to be called from the instance itself.
+    function initialize()
         public 
         initializer()
     {
+        address instance = msg.sender;
         address authority = IInstance(instance).authority();
-        __AccessManaged_init(authority);
 
-        initializeLifecycle();
+        __AccessManaged_init(authority);
+        // double initialization, safe
+        _initializeLifecycle();
     }
 
     //--- Component ---------------------------------------------------------//
@@ -109,6 +116,7 @@ contract InstanceStore is
 
     //--- Distributor -------------------------------------------------------//
     function createDistributor(NftId distributorNftId, IDistribution.DistributorInfo memory info) external restricted() {
+        _registerBalanceTarget(distributorNftId);
         _create(_toNftKey32(distributorNftId, DISTRIBUTOR()), abi.encode(info));
     }
 
@@ -187,6 +195,16 @@ contract InstanceStore is
         _updateState(_toNftKey32(policyNftId, POLICY()), newState);
     }
 
+    
+    //--- Premium (Policy) ----------------------------------------------//
+    function createPremium(NftId policyNftId, IPolicy.PremiumInfo memory premium) external restricted() {
+        _create(_toNftKey32(policyNftId, PREMIUM()), abi.encode(premium));
+    }
+
+    function updatePremiumState(NftId policyNftId, StateId newState) external restricted() {
+        _updateState(_toNftKey32(policyNftId, PREMIUM()), newState);
+    }
+
     //--- Claim -------------------------------------------------------------//
     function createClaim(NftId policyNftId, ClaimId claimId, IPolicy.ClaimInfo memory claim) external restricted() {
         _create(_toClaimKey32(policyNftId, claimId), abi.encode(claim));

package/contracts/instance/base/ObjectLifecycle.sol

@@ -0,0 +1,111 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {Initializable} from "@openzeppelin/contracts-upgradeable/proxy/utils/Initializable.sol"; 
+
+import {COMPONENT, BUNDLE, POLICY, REQUEST, RISK, CLAIM, PAYOUT, POOL, PREMIUM, PRODUCT, DISTRIBUTION, DISTRIBUTOR, DISTRIBUTOR_TYPE, REFERRAL} from "../../type/ObjectType.sol";
+import {ACTIVE, PAUSED, ARCHIVED, CLOSED, APPLIED, COLLATERALIZED, REVOKED, SUBMITTED, CONFIRMED, DECLINED, EXPECTED, PAID, FULFILLED, FAILED, CANCELLED} from "../../type/StateId.sol";
+import {Lifecycle} from "../../shared/Lifecycle.sol";
+
+contract ObjectLifecycle is
+    Lifecycle,
+    Initializable
+{
+    function _initializeLifecycle() internal onlyInitializing
+    {
+        _setupLifecycle();
+    }
+
+    function _setupLifecycle()
+        internal
+        override
+    {
+        _setupBundleLifecycle();
+        _setupComponentLifecycle();
+        _setupPolicyLifecycle();
+        _setupPremiumLifecycle();
+        _setupClaimLifecycle();
+        _setupPayoutLifecycle();
+        _setupRiskLifecycle();
+        _setupRequestLifecycle();
+
+        // setup dummy lifecycles to manage with key value store 
+        _setUpPoolLifecycle();
+        _setUpProductLifecycle();
+        _setUpDistributionLifecycle();
+    }
+
+    function _setupComponentLifecycle() private {
+        setInitialState(COMPONENT(), ACTIVE());
+        setStateTransition(COMPONENT(), ACTIVE(), PAUSED());
+        setStateTransition(COMPONENT(), PAUSED(), ACTIVE());
+        setStateTransition(COMPONENT(), PAUSED(), ARCHIVED());
+    }
+
+    function _setupBundleLifecycle() private {
+        setInitialState(BUNDLE(), ACTIVE());
+        setStateTransition(BUNDLE(), ACTIVE(), PAUSED());
+        setStateTransition(BUNDLE(), ACTIVE(), CLOSED());
+        setStateTransition(BUNDLE(), PAUSED(), ACTIVE());
+        setStateTransition(BUNDLE(), PAUSED(), CLOSED());
+    }
+
+    function _setupPolicyLifecycle() private {
+        setInitialState(POLICY(), APPLIED());
+        setStateTransition(POLICY(), APPLIED(), REVOKED());
+        setStateTransition(POLICY(), APPLIED(), DECLINED());
+        setStateTransition(POLICY(), APPLIED(), COLLATERALIZED());
+        setStateTransition(POLICY(), COLLATERALIZED(), CLOSED());
+    }
+
+    function _setupPremiumLifecycle() private {
+        setInitialState(PREMIUM(), EXPECTED());
+        setStateTransition(PREMIUM(), EXPECTED(), PAID());
+    }
+
+    function _setupClaimLifecycle() private {
+        setInitialState(CLAIM(), SUBMITTED());
+        setStateTransition(CLAIM(), SUBMITTED(), CONFIRMED());
+        setStateTransition(CLAIM(), SUBMITTED(), DECLINED());
+        setStateTransition(CLAIM(), CONFIRMED(), CLOSED());
+    }
+
+    function _setupPayoutLifecycle() private {
+        setInitialState(PAYOUT(), EXPECTED());
+        // TODO: add state cancelled
+        setStateTransition(PAYOUT(), EXPECTED(), PAID());
+    }
+
+    function _setupRiskLifecycle() private {
+        setInitialState(RISK(), ACTIVE());
+        setStateTransition(RISK(), ACTIVE(), PAUSED());
+        setStateTransition(RISK(), PAUSED(), ACTIVE());
+        setStateTransition(RISK(), PAUSED(), ARCHIVED());
+    }
+
+    function _setupRequestLifecycle() private {
+        setInitialState(REQUEST(), ACTIVE());
+        setStateTransition(REQUEST(), ACTIVE(), FULFILLED());
+        setStateTransition(REQUEST(), ACTIVE(), FAILED());
+        setStateTransition(REQUEST(), FAILED(), FULFILLED());
+        setStateTransition(REQUEST(), ACTIVE(), CANCELLED());
+    }
+
+    // dummy lifecycle only
+    function _setUpPoolLifecycle() private {
+        setInitialState(POOL(), ACTIVE());
+    }
+
+    // dummy lifecycle only
+    function _setUpProductLifecycle() private {
+        setInitialState(PRODUCT(), ACTIVE());
+    }
+
+    // dummy lifecycles only
+    function _setUpDistributionLifecycle() private {
+        setInitialState(DISTRIBUTION(), ACTIVE());
+        setInitialState(DISTRIBUTOR(), ACTIVE());
+        setInitialState(DISTRIBUTOR_TYPE(), ACTIVE());
+        setInitialState(REFERRAL(), ACTIVE());
+    }
+}

package/contracts/instance/base/{ObjectManager.sol → ObjectSet.sol}

@@ -10,28 +10,27 @@ import {IRegistry} from "../../registry/IRegistry.sol";
 import {LibNftIdSet} from "../../type/NftIdSet.sol";
 import {NftId} from "../../type/NftId.sol";
 
-contract ObjectManager is
+contract ObjectSet is
     Cloneable
 {
 
-    event LogObjectManagerInitialized(address instance);
+    event LogObjectSetInitialized(address instance);
 
-    error ErrorObjectManagerNftIdInvalid(NftId instanceNftId);
+    error ErrorObjectSetNftIdInvalid(NftId instanceNftId);
 
     mapping(NftId compnentNftId => LibNftIdSet.Set objects) internal _activeObjects;
     mapping(NftId compnentNftId => LibNftIdSet.Set objects) internal _allObjects;
-    IInstance internal _instance; // store instance address -> more flexible, instance may not be registered during ObjectManager initialization
+    IInstance internal _instance; // store instance address -> more flexible, instance may not be registered during ObjectSet initialization
 
-    /// @dev call to initialize MUST be made in the same transaction as cloning of the contract
-    function initialize(address instanceAddress) 
-        initializer
-        external 
+    /// @dev This initializer needs to be called from the instance itself.
+    function initialize() 
+        external
+        initializer()
     {
-        IInstance instance = IInstance(instanceAddress);
-        __Cloneable_init(instance.authority(), address(instance.getRegistry()));
-        _instance = instance;
+        _instance = IInstance(msg.sender);
+        __Cloneable_init(_instance.authority(), address(_instance.getRegistry()));
         
-        emit LogObjectManagerInitialized(instanceAddress);
+        emit LogObjectSetInitialized(address(_instance));
     }
 
     function getInstance() external view returns (IInstance) {