@etherisc/gif-next 0.0.2-c8cedfe-604 → 0.0.2-ca9d515-311

package/contracts/instance/IInstanceBase.sol

@@ -0,0 +1,26 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {IERC165} from "@openzeppelin/contracts/utils/introspection/IERC165.sol";
+
+import {BundleManager} from "./BundleManager.sol";
+import {InstanceReader} from "./InstanceReader.sol";
+
+import {IComponentOwnerService} from "./service/IComponentOwnerService.sol";
+import {IDistributionService} from "./service/IDistributionService.sol";
+import {IPoolService} from "./service/IPoolService.sol";
+import {IProductService} from "./service/IProductService.sol";
+import {IBundle} from "./module/IBundle.sol";
+import {ISetup} from "./module/ISetup.sol";
+import {NftId} from "../types/NftId.sol";
+import {StateId} from "../types/StateId.sol";
+import {RiskId} from "../types/RiskId.sol";
+import {IRisk} from "./module/IRisk.sol";
+import {IPolicy} from "./module/IPolicy.sol";
+import {IKeyValueStore} from "./base/IKeyValueStore.sol";
+
+
+interface IInstanceBase is IERC165, IKeyValueStore {
+
+
+}

package/contracts/instance/IInstanceService.sol

@@ -10,9 +10,10 @@ import {IRegistry} from "../registry/IRegistry.sol";
 import {IRegisterable} from "../shared/IRegisterable.sol";
 import {IBaseComponent} from "../components/IBaseComponent.sol";
 
-import {AccessManagerSimple} from "./AccessManagerSimple.sol";
+import {AccessManagerUpgradeableInitializeable} from "./AccessManagerUpgradeableInitializeable.sol";
 import {Instance} from "./Instance.sol";
 import {InstanceReader} from "./InstanceReader.sol";
+import {BundleManager} from "./BundleManager.sol";
 
 interface IInstanceService is IService {
 
@@ -21,10 +22,11 @@ interface IInstanceService is IService {
     function createInstanceClone()
         external 
         returns (
-            AccessManagerSimple clonedAccessManager, 
+            AccessManagerUpgradeableInitializeable clonedAccessManager, 
             Instance clonedInstance,
             NftId instanceNftId,
-            InstanceReader clonedInstanceReader
+            InstanceReader clonedInstanceReader,
+            BundleManager clonedBundleManager
         );
 }
 

package/contracts/instance/Instance.sol

@@ -3,9 +3,10 @@ pragma solidity ^0.8.20;
 
 import {EnumerableSet} from "@openzeppelin/contracts/utils/structs/EnumerableSet.sol";
 import {ShortString, ShortStrings} from "@openzeppelin/contracts/utils/ShortStrings.sol";
+import {Initializable} from "@openzeppelin/contracts/proxy/utils/Initializable.sol";
+import {AccessManagedUpgradeable} from "@openzeppelin/contracts-upgradeable/access/manager/AccessManagedUpgradeable.sol";
+import {AccessManagerUpgradeable} from "@openzeppelin/contracts-upgradeable/access/manager/AccessManagerUpgradeable.sol";
 
-import {AccessManagedSimple} from "./AccessManagedSimple.sol";
-import {AccessManagerSimple} from "./AccessManagerSimple.sol";
 import {IAccess} from "./module/IAccess.sol";
 import {IBundle} from "./module/IBundle.sol";
 import {IPolicy} from "./module/IPolicy.sol";
@@ -15,6 +16,7 @@ import {Key32, KeyId, Key32Lib} from "../types/Key32.sol";
 import {KeyValueStore} from "./base/KeyValueStore.sol";
 import {IInstance} from "./IInstance.sol";
 import {InstanceReader} from "./InstanceReader.sol";
+import {BundleManager} from "./BundleManager.sol";
 import {NftId} from "../types/NftId.sol";
 import {NumberId} from "../types/NumberId.sol";
 import {ObjectType, BUNDLE, DISTRIBUTION, INSTANCE, POLICY, POOL, ROLE, PRODUCT, TARGET} from "../types/ObjectType.sol";
@@ -26,14 +28,18 @@ import {Registerable} from "../shared/Registerable.sol";
 import {ComponentOwnerService} from "./service/ComponentOwnerService.sol";
 import {IComponentOwnerService} from "./service/IComponentOwnerService.sol";
 import {IDistributionService} from "./service/IDistributionService.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 {VersionPart} from "../types/Version.sol";
+import {InstanceBase} from "./InstanceBase.sol";
 
 contract Instance is
-    AccessManagedSimple,
-    KeyValueStore,
+    AccessManagedUpgradeable,
     IInstance,
-    ERC165,
-    Registerable
+    // Initializable,
+    InstanceBase
 {
 
     uint64 public constant ADMIN_ROLE = type(uint64).min;
@@ -50,20 +56,19 @@ contract Instance is
 
     mapping(ShortString name => address target) internal _target;
 
-    AccessManagerSimple internal _accessManager;
+    AccessManagerUpgradeable internal _accessManager;
     InstanceReader internal _instanceReader;
+    BundleManager internal _bundleManager;
 
-    constructor(address accessManagerAddress, address registryAddress, NftId registryNftId)
+    function initialize(address accessManagerAddress, address registryAddress, NftId registryNftId, address initialOwner) 
+        public 
+        initializer
     {
-        initialize(accessManagerAddress, registryAddress, registryNftId, msg.sender);
-    }
-
-    function initialize(address accessManagerAddress, address registryAddress, NftId registryNftId, address initialOwner) public {
         require(!_initialized, "Contract instance has already been initialized");
 
-        initializeAccessManagedSimple(accessManagerAddress);
-
-        _accessManager = AccessManagerSimple(accessManagerAddress);
+        __AccessManaged_init(accessManagerAddress);
+                
+        _accessManager = AccessManagerUpgradeable(accessManagerAddress);
         _createRole(RoleIdLib.toRoleId(ADMIN_ROLE), "AdminRole", false, false);
         _createRole(RoleIdLib.toRoleId(PUBLIC_ROLE), "PublicRole", false, false);
 
@@ -220,16 +225,16 @@ contract Instance is
     }
 
     //--- PoolSetup ------------------------------------------------------//
-    function createPoolSetup(NftId distributionNftId, ISetup.PoolSetupInfo memory setup) external restricted() {
-        create(_toNftKey32(distributionNftId, POOL()), abi.encode(setup));
+    function createPoolSetup(NftId poolNftId, ISetup.PoolSetupInfo memory setup) external restricted() {
+        create(_toNftKey32(poolNftId, POOL()), abi.encode(setup));
     }
 
-    function updatePoolSetup(NftId distributionNftId, ISetup.PoolSetupInfo memory setup, StateId newState) external restricted() {
-        update(_toNftKey32(distributionNftId, POOL()), abi.encode(setup), newState);
+    function updatePoolSetup(NftId poolNftId, ISetup.PoolSetupInfo memory setup, StateId newState) external restricted() {
+        update(_toNftKey32(poolNftId, POOL()), abi.encode(setup), newState);
     }
 
-    function updatePoolSetupState(NftId distributionNftId, StateId newState) external restricted() {
-        updateState(_toNftKey32(distributionNftId, POOL()), newState);
+    function updatePoolSetupState(NftId poolNftId, StateId newState) external restricted() {
+        updateState(_toNftKey32(poolNftId, POOL()), newState);
     }
 
     //--- DistributorType ---------------------------------------------------//
@@ -422,22 +427,39 @@ contract Instance is
         return IDistributionService(_registry.getServiceAddress("DistributionService", VersionPart.wrap(3)));
     }
 
-    // TODO reactivate when services are available
-    // function getProductService() external view returns (IProductService) {
-    //     return ProductService(_registry.getServiceAddress("ProductService", VersionPart.wrap(3)));
-    // }
+    function getProductService() external view returns (IProductService) {
+        return IProductService(_registry.getServiceAddress("ProductService", VersionPart.wrap(3)));
+    }
+
+    function getPoolService() external view returns (IPoolService) {
+        return IPoolService(_registry.getServiceAddress("PoolService", VersionPart.wrap(3)));
+    }
+
+    function getPolicyService() external view returns (IPolicyService) {
+        return IPolicyService(_registry.getServiceAddress("PolicyService", VersionPart.wrap(3)));
+    }
 
-    // TODO reactivate when services are available
-    // function getPoolService() external view returns (IPoolService) {
-    //     return PoolService(_registry.getServiceAddress("PoolService", VersionPart.wrap(3)));
-    // }
+    function getBundleService() external view returns (IBundleService) {
+        return IBundleService(_registry.getServiceAddress("BundleService", VersionPart.wrap(3)));
+    }
 
     function setInstanceReader(InstanceReader instanceReader) external restricted() {
         require(address(_instanceReader) == address(0), "InstanceReader is set");
+        require(instanceReader.getInstanceNftId() == getNftId(), "NFT ID of InstanceReader does not match");
         _instanceReader = instanceReader;
     }
 
     function getInstanceReader() external view returns (InstanceReader) {
         return _instanceReader;
     }
+    
+    function setBundleManager(BundleManager bundleManager) external restricted() {
+        require(address(_bundleManager) == address(0), "BundleManager is set");
+        require(bundleManager.getInstanceNftId() == getNftId(), "NFT ID of BundleManager does not match");
+        _bundleManager = bundleManager;
+    }
+
+    function getBundleManager() external view returns (BundleManager) {
+        return _bundleManager;
+    }
 }

package/contracts/instance/InstanceAccessManager.sol

@@ -3,9 +3,9 @@ pragma solidity ^0.8.20;
 
 import {EnumerableSet} from "@openzeppelin/contracts/utils/structs/EnumerableSet.sol";
 import {ShortString, ShortStrings} from "@openzeppelin/contracts/utils/ShortStrings.sol";
+import {AccessManagedUpgradeable} from "@openzeppelin/contracts-upgradeable/access/manager/AccessManagedUpgradeable.sol";
+import {AccessManagerUpgradeable} from "@openzeppelin/contracts-upgradeable/access/manager/AccessManagerUpgradeable.sol";
 
-import {AccessManagedSimple} from "./AccessManagedSimple.sol";
-import {AccessManagerSimple} from "./AccessManagerSimple.sol";
 import {IBundle} from "./module/IBundle.sol";
 import {IPolicy} from "./module/IPolicy.sol";
 import {IRisk} from "./module/IRisk.sol";
@@ -21,7 +21,7 @@ import {StateId, ACTIVE} from "../types/StateId.sol";
 import {Timestamp, TimestampLib} from "../types/Timestamp.sol";
 
 contract InstanceAccessManager is
-    AccessManagedSimple
+    AccessManagedUpgradeable
 {
     string public constant ADMIN_ROLE_NAME = "AdminRole";
     string public constant PUBLIC_ROLE_NAME = "PublicRole";
@@ -76,12 +76,12 @@ contract InstanceAccessManager is
     mapping(ShortString name => address target) internal _targetForName;
     address [] internal _targets;
 
-    AccessManagerSimple internal _accessManager;
+    AccessManagerUpgradeable internal _accessManager;
 
     constructor(address accessManager)
     {
-        _accessManager = AccessManagerSimple(accessManager);
-        initializeAccessManagedSimple(accessManager);
+        _accessManager = AccessManagerUpgradeable(accessManager);
+        __AccessManaged_init(accessManager);
 
         _createRole(RoleIdLib.toRoleId(_accessManager.ADMIN_ROLE()), ADMIN_ROLE_NAME, false, false);
         _createRole(RoleIdLib.toRoleId(_accessManager.PUBLIC_ROLE()), PUBLIC_ROLE_NAME, false, false);

package/contracts/instance/InstanceBase.sol

@@ -0,0 +1,41 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {EnumerableSet} from "@openzeppelin/contracts/utils/structs/EnumerableSet.sol";
+import {ShortString, ShortStrings} from "@openzeppelin/contracts/utils/ShortStrings.sol";
+
+import {IAccess} from "./module/IAccess.sol";
+import {IBundle} from "./module/IBundle.sol";
+import {IPolicy} from "./module/IPolicy.sol";
+import {IRisk} from "./module/IRisk.sol";
+import {ISetup} from "./module/ISetup.sol";
+import {Key32, KeyId, Key32Lib} from "../types/Key32.sol";
+import {KeyValueStore} from "./base/KeyValueStore.sol";
+import {IInstance} from "./IInstance.sol";
+import {InstanceReader} from "./InstanceReader.sol";
+import {BundleManager} from "./BundleManager.sol";
+import {NftId} from "../types/NftId.sol";
+import {NumberId} from "../types/NumberId.sol";
+import {ObjectType, BUNDLE, DISTRIBUTION, INSTANCE, POLICY, POOL, ROLE, PRODUCT, TARGET} from "../types/ObjectType.sol";
+import {RiskId, RiskIdLib} from "../types/RiskId.sol";
+import {RoleId, RoleIdLib} from "../types/RoleId.sol";
+import {StateId, ACTIVE} from "../types/StateId.sol";
+import {ERC165} from "../shared/ERC165.sol";
+import {Registerable} from "../shared/Registerable.sol";
+import {ComponentOwnerService} from "./service/ComponentOwnerService.sol";
+import {IComponentOwnerService} from "./service/IComponentOwnerService.sol";
+import {IDistributionService} from "./service/IDistributionService.sol";
+import {IPoolService} from "./service/IPoolService.sol";
+import {IProductService} from "./service/IProductService.sol";
+import {VersionPart} from "../types/Version.sol";
+import {IInstanceBase} from "./IInstanceBase.sol";
+
+contract InstanceBase is
+    IInstanceBase,
+    KeyValueStore,
+    ERC165,
+    Registerable
+{
+
+
+}

package/contracts/instance/InstanceReader.sol

@@ -7,14 +7,16 @@ import {DistributorType} from "../types/DistributorType.sol";
 import {Fee, FeeLib} from "../types/Fee.sol";
 import {Key32} from "../types/Key32.sol";
 import {NftId} from "../types/NftId.sol";
-import {ObjectType, DISTRIBUTOR, DISTRIBUTION, INSTANCE, PRODUCT, POLICY, POOL, TREASURY} from "../types/ObjectType.sol";
+import {ObjectType, DISTRIBUTOR, DISTRIBUTION, INSTANCE, PRODUCT, POLICY, POOL, TREASURY, BUNDLE} from "../types/ObjectType.sol";
 import {ReferralId, ReferralStatus, ReferralLib, REFERRAL_OK, REFERRAL_ERROR_UNKNOWN, REFERRAL_ERROR_EXPIRED, REFERRAL_ERROR_EXHAUSTED} from "../types/Referral.sol";
 import {Registerable} from "../shared/Registerable.sol";
 import {RiskId} from "../types/RiskId.sol";
 import {UFixed, MathLib, UFixedLib} from "../types/UFixed.sol";
 import {Version} from "../types/Version.sol";
+import {StateId} from "../types/StateId.sol";
 
 import {IRegistry} from "../registry/IRegistry.sol";
+import {IBundle} from "../instance/module/IBundle.sol";
 import {IDistribution} from "../instance/module/IDistribution.sol";
 import {IInstance} from "./IInstance.sol";
 import {IKeyValueStore} from "../instance/base/IKeyValueStore.sol";
@@ -80,6 +82,14 @@ contract InstanceReader {
         }
     }
 
+    function getPolicyState(NftId policyNftId)
+        public
+        view
+        returns (StateId state)
+    {
+        return _instance.getState(toPolicyKey(policyNftId));
+    }
+
     function getRiskInfo(RiskId riskId)
         public 
         view 
@@ -114,6 +124,17 @@ contract InstanceReader {
             return abi.decode(data, (ITreasury.TreasuryInfo));
         }
     }
+    
+    function getBundleInfo(NftId bundleNftId)
+        public 
+        view 
+        returns (IBundle.BundleInfo memory info)
+    {
+        bytes memory data = _store.getData(toBundleKey(bundleNftId));
+        if (data.length > 0) {
+            return abi.decode(data, (IBundle.BundleInfo));
+        }
+    }
 
     function getDistributorTypeInfo(DistributorType distributorType)
         public 
@@ -259,6 +280,10 @@ contract InstanceReader {
         return distributionNftId.toKey32(DISTRIBUTION());
     }
 
+    function toBundleKey(NftId poolNftId) public pure returns (Key32) { 
+        return poolNftId.toKey32(BUNDLE());
+    }
+
     function toPoolKey(NftId poolNftId) public pure returns (Key32) { 
         return poolNftId.toKey32(POOL());
     }

package/contracts/instance/InstanceService.sol

@@ -2,12 +2,14 @@
 pragma solidity ^0.8.20;
 
 import {Clones} from "@openzeppelin/contracts/proxy/Clones.sol";
+import {AccessManagerUpgradeable} from "@openzeppelin/contracts-upgradeable/access/manager/AccessManagerUpgradeable.sol";
 
-import {AccessManagerSimple} from "./AccessManagerSimple.sol";
+import {AccessManagerUpgradeableInitializeable} from "./AccessManagerUpgradeableInitializeable.sol";
 import {InstanceAccessManager} from "./InstanceAccessManager.sol";
 import {Instance} from "./Instance.sol";
 import {IInstanceService} from "./IInstanceService.sol";
 import {InstanceReader} from "./InstanceReader.sol";
+import {BundleManager} from "./BundleManager.sol";
 import {IRegistry} from "../registry/IRegistry.sol";
 import {Registry} from "../registry/Registry.sol";
 import {RegistryService} from "../registry/RegistryService.sol";
@@ -15,8 +17,9 @@ import {Service} from "../../contracts/shared/Service.sol";
 import {IService} from "../shared/IService.sol";
 import {ContractDeployerLib} from "../shared/ContractDeployerLib.sol";
 import {NftId, NftIdLib, zeroNftId} from "../../contracts/types/NftId.sol";
+import {RoleId} from "../types/RoleId.sol";
 import {VersionLib} from "../types/Version.sol";
-import {ADMIN_ROLE, INSTANCE_SERVICE_ROLE, DISTRIBUTION_SERVICE_ROLE} from "../types/RoleId.sol";
+import {ADMIN_ROLE, INSTANCE_SERVICE_ROLE, DISTRIBUTION_SERVICE_ROLE, POOL_SERVICE_ROLE, PRODUCT_SERVICE_ROLE, POLICY_SERVICE_ROLE, BUNDLE_SERVICE_ROLE} from "../types/RoleId.sol";
 
 contract InstanceService is Service, IInstanceService {
 
@@ -24,6 +27,7 @@ contract InstanceService is Service, IInstanceService {
     address internal _accessManagerMaster;
     address internal _instanceMaster;
     address internal _instanceReaderMaster;
+    address internal _instanceBundleManagerMaster;
 
     // TODO update to real hash when instance is stable
     bytes32 public constant INSTANCE_CREATION_CODE_HASH = bytes32(0);
@@ -32,10 +36,11 @@ contract InstanceService is Service, IInstanceService {
     function createInstanceClone()
         external 
         returns (
-            AccessManagerSimple clonedAccessManager, 
+            AccessManagerUpgradeableInitializeable clonedAccessManager, 
             Instance clonedInstance,
-            NftId instanceNftId,
-            InstanceReader clonedInstanceReader
+            NftId clonedInstanceNftId,
+            InstanceReader clonedInstanceReader,
+            BundleManager clonedBundleManager
         )
     {
         address instanceOwner = msg.sender;
@@ -47,32 +52,37 @@ contract InstanceService is Service, IInstanceService {
         // initially set the authority of the access managar to this (being the instance service). 
         // This will allow the instance service to bootstrap the authorizations of the instance
         // and then transfer the ownership of the access manager to the instance owner once everything is setup
-        clonedAccessManager = AccessManagerSimple(Clones.clone(_accessManagerMaster));
-        clonedAccessManager.initialize(address(this));
+        clonedAccessManager = AccessManagerUpgradeableInitializeable(Clones.clone(_accessManagerMaster));
+        clonedAccessManager.__AccessManagerUpgradeableInitializeable_init(address(this));
 
         clonedInstance = Instance(Clones.clone(_instanceMaster));
         clonedInstance.initialize(address(clonedAccessManager), _registryAddress, registryNftId, msg.sender);
         ( IRegistry.ObjectInfo memory info, ) = registryService.registerInstance(clonedInstance);
-        instanceNftId = info.nftId;
+        clonedInstanceNftId = info.nftId;
         
         clonedInstanceReader = InstanceReader(Clones.clone(address(_instanceReaderMaster)));
-        clonedInstanceReader.initialize(_registryAddress, instanceNftId);
+        clonedInstanceReader.initialize(_registryAddress, clonedInstanceNftId);
+        clonedInstance.setInstanceReader(clonedInstanceReader);
 
-        _grantInitialAuthorizations(clonedAccessManager, clonedInstance);
+        clonedBundleManager = BundleManager(Clones.clone(_instanceBundleManagerMaster));
+        clonedBundleManager.initialize(address(clonedAccessManager), _registryAddress, clonedInstanceNftId);
+        clonedInstance.setBundleManager(clonedBundleManager);
 
-        clonedInstance.setInstanceReader(clonedInstanceReader);
+        // TODO amend setters with instance specific , policy manager ...
+
+        _grantInitialAuthorizations(clonedAccessManager, clonedInstance, clonedBundleManager);
 
         // to complete setup switch instance ownership to the instance owner
         // TODO: use a role less powerful than admin, maybe INSTANCE_ADMIN (does not exist yet)
         clonedAccessManager.grantRole(ADMIN_ROLE().toInt(), instanceOwner, 0);
         clonedAccessManager.revokeRole(ADMIN_ROLE().toInt(), address(this));
 
-        emit LogInstanceCloned(address(clonedAccessManager), address(clonedInstance), address(clonedInstanceReader), instanceNftId);
+        emit LogInstanceCloned(address(clonedAccessManager), address(clonedInstance), address(clonedInstanceReader), clonedInstanceNftId);
     }
 
-    function _grantInitialAuthorizations(AccessManagerSimple clonedAccessManager, Instance clonedInstance) internal {
+    function _grantInitialAuthorizations(AccessManagerUpgradeable clonedAccessManager, Instance clonedInstance, BundleManager clonedBundleManager) internal {
+        // configure authorization for distribution service on instance
         address distributionServiceAddress = _registry.getServiceAddress("DistributionService", VersionLib.toVersion(3, 0, 0).toMajorPart());
-        
         clonedAccessManager.grantRole(DISTRIBUTION_SERVICE_ROLE().toInt(), distributionServiceAddress, 0);
         bytes4[] memory instanceDistributionServiceSelectors = new bytes4[](2);
         instanceDistributionServiceSelectors[0] = clonedInstance.createDistributionSetup.selector;
@@ -81,27 +91,95 @@ contract InstanceService is Service, IInstanceService {
             address(clonedInstance),
             instanceDistributionServiceSelectors, 
             DISTRIBUTION_SERVICE_ROLE().toInt());
-    }
 
-    function setAccessManagerMaster(address accessManagerMaster) external {
-        require(
-            _accessManagerMaster == address(0),
-            "ERROR:CRD-001:ACCESS_MANAGER_MASTER_ALREADY_SET");
-        _accessManagerMaster = accessManagerMaster;
+        // configure authorization for pool service on instance
+        address poolServiceAddress = _registry.getServiceAddress("PoolService", VersionLib.toVersion(3, 0, 0).toMajorPart());
+        clonedAccessManager.grantRole(POOL_SERVICE_ROLE().toInt(), address(poolServiceAddress), 0);
+        bytes4[] memory instancePoolServiceSelectors = new bytes4[](4);
+        instancePoolServiceSelectors[0] = clonedInstance.createPoolSetup.selector;
+        instancePoolServiceSelectors[1] = clonedInstance.updatePoolSetup.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            address(clonedInstance),
+            instancePoolServiceSelectors, 
+            POOL_SERVICE_ROLE().toInt());
+
+        // configure authorization for product service on instance
+        address productServiceAddress = _registry.getServiceAddress("ProductService", VersionLib.toVersion(3, 0, 0).toMajorPart());
+        clonedAccessManager.grantRole(PRODUCT_SERVICE_ROLE().toInt(), address(productServiceAddress), 0);
+        bytes4[] memory instanceProductServiceSelectors = new bytes4[](5);
+        instanceProductServiceSelectors[0] = clonedInstance.createProductSetup.selector;
+        instanceProductServiceSelectors[1] = clonedInstance.updateProductSetup.selector;
+        instanceProductServiceSelectors[2] = clonedInstance.createRisk.selector;
+        instanceProductServiceSelectors[3] = clonedInstance.updateRisk.selector;
+        instanceProductServiceSelectors[4] = clonedInstance.updateRiskState.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            address(clonedInstance),
+            instanceProductServiceSelectors, 
+            PRODUCT_SERVICE_ROLE().toInt());
+
+        // configure authorization for policy service on instance
+        address policyServiceAddress = _registry.getServiceAddress("PolicyService", VersionLib.toVersion(3, 0, 0).toMajorPart());
+        clonedAccessManager.grantRole(POLICY_SERVICE_ROLE().toInt(), address(policyServiceAddress), 0);
+        bytes4[] memory instancePolicyServiceSelectors = new bytes4[](3);
+        instancePolicyServiceSelectors[0] = clonedInstance.createPolicy.selector;
+        instancePolicyServiceSelectors[1] = clonedInstance.updatePolicy.selector;
+        instancePolicyServiceSelectors[2] = clonedInstance.updatePolicyState.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            address(clonedInstance),
+            instancePolicyServiceSelectors, 
+            POLICY_SERVICE_ROLE().toInt());
+
+        // configure authorization for bundle service on instance
+        address bundleServiceAddress = _registry.getServiceAddress("BundleService", VersionLib.toVersion(3, 0, 0).toMajorPart());
+        clonedAccessManager.grantRole(BUNDLE_SERVICE_ROLE().toInt(), address(bundleServiceAddress), 0);
+        bytes4[] memory instanceBundleServiceSelectors = new bytes4[](2);
+        instanceBundleServiceSelectors[0] = clonedInstance.createBundle.selector;
+        instanceBundleServiceSelectors[1] = clonedInstance.updateBundle.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            address(clonedInstance),
+            instanceBundleServiceSelectors, 
+            BUNDLE_SERVICE_ROLE().toInt());
+
+        // configure authorization for bundle service on bundle manager
+        bytes4[] memory bundleManagerBundleServiceSelectors = new bytes4[](5);
+        bundleManagerBundleServiceSelectors[0] = clonedBundleManager.linkPolicy.selector;
+        bundleManagerBundleServiceSelectors[1] = clonedBundleManager.unlinkPolicy.selector;
+        bundleManagerBundleServiceSelectors[2] = clonedBundleManager.add.selector;
+        bundleManagerBundleServiceSelectors[3] = clonedBundleManager.lock.selector;
+        bundleManagerBundleServiceSelectors[4] = clonedBundleManager.unlock.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            address(clonedBundleManager),
+            bundleManagerBundleServiceSelectors, 
+            BUNDLE_SERVICE_ROLE().toInt());
     }
 
-    function setInstanceMaster(address instanceMaster) external {
-        require(
-            _instanceMaster == address(0),
-            "ERROR:CRD-002:INSTANCE_MASTER_ALREADY_SET");
-        _instanceMaster = instanceMaster;
+    function setMasterInstance(address accessManagerAddress, address instanceAddress, address instanceReaderAddress, address bundleManagerAddress) external onlyOwner {
+        require( _accessManagerMaster == address(0), "ERROR:CRD-001:ACCESS_MANAGER_MASTER_ALREADY_SET");
+        require( _instanceMaster == address(0), "ERROR:CRD-002:INSTANCE_MASTER_ALREADY_SET");
+        require( _instanceBundleManagerMaster == address(0), "ERROR:CRD-004:BUNDLE_MANAGER_MASTER_ALREADY_SET");
+
+        require (accessManagerAddress != address(0), "ERROR:CRD-005:ACCESS_MANAGER_ZERO");
+        require (instanceAddress != address(0), "ERROR:CRD-006:INSTANCE_ZERO");
+        require (instanceReaderAddress != address(0), "ERROR:CRD-007:INSTANCE_READER_ZERO");
+        require (bundleManagerAddress != address(0), "ERROR:CRD-008:BUNDLE_MANAGER_ZERO");
+
+        Instance instance = Instance(instanceAddress);
+        InstanceReader instanceReader = InstanceReader(instanceReaderAddress);
+        BundleManager bundleManager = BundleManager(bundleManagerAddress);
+
+        require(instance.authority() == accessManagerAddress, "ERROR:CRD-009:INSTANCE_AUTHORITY_MISMATCH");
+        require(instanceReader.getInstanceNftId() == instance.getNftId(), "ERROR:CRD-010:INSTANCE_READER_INSTANCE_MISMATCH");
+        require(bundleManager.getInstanceNftId() == instance.getNftId(), "ERROR:CRD-011:BUNDLE_MANAGER_INSTANCE_MISMATCH");
+
+        _accessManagerMaster = accessManagerAddress;
+        _instanceMaster = instanceAddress;
+        _instanceReaderMaster = instanceReaderAddress;
+        _instanceBundleManagerMaster = bundleManagerAddress;
     }
 
-    function setInstanceReaderMaster(address instanceReaderMaster) external {
-        require(
-            _instanceReaderMaster == address(0),
-            "ERROR:CRD-003:INSTANCE_READER_MASTER_ALREADY_SET");
-        _instanceReaderMaster = instanceReaderMaster;
+    function upgradeInstanceReader(NftId instanceNftId) external {
+        // TODO: ensure this is done by instance owner
+        // TODO: upgrade instance reader of this instance to latest (set above here)
     }
 
     function getInstanceReaderMaster() external view returns (address) {
@@ -116,6 +194,10 @@ contract InstanceService is Service, IInstanceService {
         return _accessManagerMaster;
     }
 
+    function getBundleManagerMaster() external view returns (address) {
+        return _instanceBundleManagerMaster;
+    }
+
     // From IService
     function getName() public pure override(IService, Service) returns(string memory) {
         return NAME;
@@ -147,15 +229,33 @@ contract InstanceService is Service, IInstanceService {
 
         address initialOwner = address(0);
         (_registryAddress, initialOwner) = abi.decode(data, (address, address));
-
-        _initializeService(_registryAddress, initialOwner);
+        // TODO while InstanceService is not deployed in InstanceServiceManager constructor
+        //      owner is InstanceServiceManager deployer
+        _initializeService(_registryAddress, owner);
         
         _registerInterface(type(IService).interfaceId);
         _registerInterface(type(IInstanceService).interfaceId);
     }
-
-    function getInstance() external view returns (Instance) {
-        return Instance(address(this));
+    // TODO use instanceAddress instead of nft
+    /*function hasRole(address account, RoleId role, NftId instanceNftId) external view returns (bool) {
+        IRegistry.ObjectInfo memory instanceObjectInfo = getRegistry().getObjectInfo(instanceNftId);
+        address instanceAddress = instanceObjectInfo.objectAddress;
+        Instance instance = Instance(instanceAddress);
+        AccessManagerUpgradeable accessManager = AccessManagerUpgradeable(instance.authority());
+        (bool isMember, uint32 executionDelay) = accessManager.hasRole(role.toInt(), account);
+        if (executionDelay > 0) {
+            return false;
+        } 
+        return isMember;
+    }*/
+    function hasRole(address account, RoleId role, address instanceAddress) external view returns (bool) {
+        Instance instance = Instance(instanceAddress);
+        AccessManagerUpgradeable accessManager = AccessManagerUpgradeable(instance.authority());
+        (bool isMember, uint32 executionDelay) = accessManager.hasRole(role.toInt(), account);
+        if (executionDelay > 0) {
+            return false;
+        } 
+        return isMember;
     }
 }
 

package/contracts/instance/InstanceServiceManager.sol

@@ -31,14 +31,15 @@ contract InstanceServiceManager is ProxyManager {
         Registry registry = Registry(registryAddress);
         address registryServiceAddress = registry.getServiceAddress("RegistryService", VersionLib.toVersion(3, 0, 0).toMajorPart());
         RegistryService registryService = RegistryService(registryServiceAddress);
-
-        registryService.registerService(_instanceService);
+        // TODO this must have a role or own nft to register service
+        //registryService.registerService(_instanceService);
         // RegistryService registryService = _instanceService.getRegistryService();
 
+        // TODO no nft to link yet
         // link ownership of instance service manager ot nft owner of instance service
-        _linkToNftOwnable(
-            address(registryAddress),
-            address(_instanceService));
+        //_linkToNftOwnable(
+        //    address(registryAddress),
+        //    address(_instanceService));
 
         // implies that after this constructor call only upgrade functionality is available
         _isDeployed = true;