@etherisc/gif-next 0.0.2-da77c50-824 → 0.0.2-dc95063-418

package/contracts/components/Distribution.sol

@@ -0,0 +1,280 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.19;
+
+import {DISTRIBUTION} from "../types/ObjectType.sol";
+import {IDistributionService} from "../instance/service/IDistributionService.sol";
+import {IProductService} from "../instance/service/IProductService.sol";
+import {NftId, zeroNftId, NftIdLib, toNftId} from "../types/NftId.sol";
+import {ReferralId, ReferralStatus, ReferralLib} from "../types/Referral.sol";
+import {Fee, FeeLib} from "../types/Fee.sol";
+import {Component} from "./Component.sol";
+import {IDistribution} from "../instance/module/IDistribution.sol";
+import {IDistributionComponent} from "./IDistributionComponent.sol";
+import {IRegistry} from "../registry/IRegistry.sol";
+import {IRegisterable} from "../shared/IRegisterable.sol";
+import {ISetup} from "../instance/module/ISetup.sol";
+import {Registerable} from "../shared/Registerable.sol";
+import {TokenHandler} from "../shared/TokenHandler.sol";
+import {InstanceReader} from "../instance/InstanceReader.sol";
+import {UFixed} from "../types/UFixed.sol";
+import {DistributorType} from "../types/DistributorType.sol";
+import {Timestamp, TimestampLib} from "../types/Timestamp.sol";
+import {ITransferInterceptor} from "../registry/ITransferInterceptor.sol";
+
+
+abstract contract Distribution is
+    Component,
+    IDistributionComponent
+{
+    // keccak256(abi.encode(uint256(keccak256("etherisc.storage.Distribution")) - 1)) & ~bytes32(uint256(0xff));
+    bytes32 public constant DISTRIBUTION_STORAGE_LOCATION_V1 = 0xaab7c5ea03d290056d6c060e0833d3ebcbe647f7694616a2ec52738a64b2f900;
+
+    struct DistributionStorage {
+        Fee _minDistributionOwnerFee;
+        Fee _distributionFee;
+        TokenHandler _tokenHandler;
+        IDistributionService _distributionService;
+        mapping(address distributor => NftId distributorNftId) _distributorNftId;
+    }
+
+    function initializeDistribution(
+        address registry,
+        NftId instanceNftId,
+        string memory name,
+        address token,
+        Fee memory minDistributionOwnerFee,
+        Fee memory distributionFee,
+        address initialOwner,
+        bytes memory registryData // writeonly data that will saved in the object info record of the registry
+    )
+        public
+        virtual
+        onlyInitializing()
+    {
+        initializeComponent(registry, instanceNftId, name, token, DISTRIBUTION(), true, initialOwner, registryData);
+
+        DistributionStorage storage $ = _getDistributionStorage();
+        // TODO add validation
+        $._minDistributionOwnerFee = minDistributionOwnerFee;
+        $._distributionFee = distributionFee;
+        $._tokenHandler = new TokenHandler(token);
+        $._distributionService = getInstance().getDistributionService();
+
+        registerInterface(type(IDistributionComponent).interfaceId);
+    }
+
+    function setFees(
+        Fee memory minDistributionOwnerFee,
+        Fee memory distributionFee
+    )
+        external
+        override
+        onlyOwner
+        restricted()
+    {
+        _getDistributionStorage()._distributionService.setFees(minDistributionOwnerFee, distributionFee);
+    }
+
+    function getDistributionFee() external view returns (Fee memory distributionFee) {
+        DistributionStorage storage $ = _getDistributionStorage();
+        return $._distributionFee;
+    }
+
+    function createDistributorType(
+        string memory name,
+        UFixed minDiscountPercentage,
+        UFixed maxDiscountPercentage,
+        UFixed commissionPercentage,
+        uint32 maxReferralCount,
+        uint32 maxReferralLifetime,
+        bool allowSelfReferrals,
+        bool allowRenewals,
+        bytes memory data
+    )
+        public
+        returns (DistributorType distributorType)
+    {
+        DistributionStorage storage $ = _getDistributionStorage();
+        distributorType = $._distributionService.createDistributorType(
+            name,
+            minDiscountPercentage,
+            maxDiscountPercentage,
+            commissionPercentage,
+            maxReferralCount,
+            maxReferralLifetime,
+            allowSelfReferrals,
+            allowRenewals,
+            data);
+    }
+
+    function createDistributor(
+        address distributor,
+        DistributorType distributorType,
+        bytes memory data
+    )
+        public
+        returns(NftId distributorNftId)
+    {
+        DistributionStorage storage $ = _getDistributionStorage();
+        require($._distributorNftId[distributor].eqz(), "ERROR:DST-030:ALREADY_DISTRIBUTOR");
+
+        distributorNftId = $._distributionService.createDistributor(
+            distributor,
+            distributorType,
+            data);
+
+        $._distributorNftId[distributor] = distributorNftId;
+    }
+
+    function updateDistributorType(
+        NftId distributorNftId,
+        DistributorType distributorType,
+        bytes memory data
+    )
+        public
+        // TODO figure out what we need for authz
+        // and add it
+    {
+        DistributionStorage storage $ = _getDistributionStorage();
+        $._distributionService.updateDistributorType(
+            distributorNftId,
+            distributorType,
+            data);
+    }
+
+    /**
+     * @dev lets distributors create referral codes.
+     * referral codes need to be unique
+     */
+    function _createReferral(
+        NftId distributorNftId,
+        string memory code,
+        UFixed discountPercentage,
+        uint32 maxReferrals,
+        Timestamp expiryAt,
+        bytes memory data
+    )
+        internal
+        returns (ReferralId referralId)
+    {
+        DistributionStorage storage $ = _getDistributionStorage();
+        referralId = $._distributionService.createReferral(
+            distributorNftId,
+            code,
+            discountPercentage,
+            maxReferrals,
+            expiryAt,
+            data);
+    }
+
+    function isDistributor(address candidate)
+        public
+        view
+        returns (bool)
+    {
+        DistributionStorage storage $ = _getDistributionStorage();
+        return $._distributorNftId[candidate].gtz();
+    }
+
+    function getDistributorNftId(address distributor)
+        public
+        view
+        returns (NftId distributorNftId)
+    {
+        DistributionStorage storage $ = _getDistributionStorage();
+        return $._distributorNftId[distributor];
+    }
+
+    function getDiscountPercentage(string memory referralCode)
+        external
+        view
+        returns (
+            UFixed discountPercentage, 
+            ReferralStatus status
+        )
+    {
+        ReferralId referralId = getReferralId(referralCode);
+        return _getInstanceReader().getDiscountPercentage(referralId);
+    }
+
+
+    function getReferralId(
+        string memory referralCode
+    )
+        public
+        view 
+        returns (ReferralId referralId)
+    {
+        return ReferralLib.toReferralId(
+            getNftId(), 
+            referralCode);      
+    }
+
+    function calculateRenewalFeeAmount(
+        ReferralId referralId,
+        uint256 netPremiumAmount
+    )
+        external
+        view
+        virtual override
+        returns (uint256 feeAmount)
+    {
+        // default is no fees
+        return 0 * netPremiumAmount;
+    }
+
+    function processRenewal(
+        ReferralId referralId,
+        uint256 feeAmount
+    )
+        external
+        onlyOwner
+        restricted()
+        virtual override
+    {
+        // default is no action
+    }
+
+    function getSetupInfo() public view returns (ISetup.DistributionSetupInfo memory setupInfo) {
+        InstanceReader reader = getInstance().getInstanceReader();
+        setupInfo = reader.getDistributionSetupInfo(getNftId());
+
+        // fallback to initial setup info (wallet is always != address(0))
+        if(setupInfo.wallet == address(0)) {
+            setupInfo = _getInitialSetupInfo();
+        }
+    }
+
+    function _getInitialSetupInfo() internal view returns (ISetup.DistributionSetupInfo memory setupInfo) {
+        DistributionStorage storage $ = _getDistributionStorage();
+        return ISetup.DistributionSetupInfo(
+            zeroNftId(),
+            $._tokenHandler,
+            $._minDistributionOwnerFee,
+            $._distributionFee,
+            address(this),
+            0
+        );
+    }
+
+
+    function _nftTransferFrom(address from, address to, uint256 tokenId) internal virtual override {
+        // keep track of distributor nft owner
+        emit LogDistributorUpdated(to, msg.sender);
+        DistributionStorage storage $ = _getDistributionStorage();
+        $._distributorNftId[from] = zeroNftId();
+        $._distributorNftId[to] = toNftId(tokenId);
+    }
+    
+
+    /// @dev returns true iff the component needs to be called when selling/renewing policis
+    function isVerifying() external view returns (bool verifying) {
+        return true;
+    }
+
+    function _getDistributionStorage() private pure returns (DistributionStorage storage $) {
+        assembly {
+            $.slot := DISTRIBUTION_STORAGE_LOCATION_V1
+        }
+    }
+}

package/contracts/components/IComponent.sol

@@ -0,0 +1,74 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {IERC20Metadata} from "@openzeppelin/contracts/token/ERC20/extensions/IERC20Metadata.sol";
+
+import {IComponents} from "../instance/module/IComponents.sol";
+import {IInstance} from "../instance/IInstance.sol";
+import {IInstanceService} from "../instance/IInstanceService.sol";
+import {IProductService} from "../instance/service/IProductService.sol";
+import {IRegisterable} from "../shared/IRegisterable.sol";
+import {ITransferInterceptor} from "../registry/ITransferInterceptor.sol";
+import {NftId} from "../types/NftId.sol";
+import {ObjectType} from "../types/ObjectType.sol";
+
+/// @dev component base class
+/// component examples are product, distribution, pool and oracle
+interface IComponent is 
+    IRegisterable,
+    ITransferInterceptor
+{
+    error ErrorComponentNotChainNft(address caller);
+    error ErrorComponentNotProductService(address caller);
+    error ErrorComponentNotInstance(NftId instanceNftId);
+    error ErrorComponentProductNftAlreadySet();
+
+    error ErrorComponentWalletAddressZero();
+    error ErrorComponentWalletAddressIsSameAsCurrent();
+    error ErrorComponentWalletAllowanceTooSmall(address oldWallet, address newWallet, uint256 allowance, uint256 balance);
+
+    event LogComponentWalletAddressChanged(address oldWallet, address newWallet);
+    event LogComponentWalletTokensTransferred(address from, address to, uint256 amount);
+
+    /// @dev locks component to disable functions that may change state related to this component, the only exception is function "unlock"
+    /// only component owner (nft holder) is authorizes to call this function
+    function lock() external;
+
+    /// @dev unlocks component to (re-)enable functions that may change state related to this component
+    /// only component owner (nft holder) is authorizes to call this function
+    function unlock() external;
+
+    /// @dev sets the wallet address for the component
+    /// if the current wallet has tokens, these will be transferred
+    /// if the new wallet address is externally owned, an approval from the 
+    /// owner of the external wallet for the component to move all tokens must exist
+    function setWallet(address walletAddress) external;
+
+    /// @dev only product service may set product nft id during registration of product setup
+    function setProductNftId(NftId productNftId) external;
+
+    /// @dev returns the name of this component
+    /// to successfully register the component with an instance the name MUST be unique in the linked instance
+    function getName() external view returns (string memory name);
+
+    /// @dev defines which ERC20 token is used by this component
+    function getToken() external view returns (IERC20Metadata token);
+
+    /// @dev defines the instance to which this component is linked to
+    function getInstance() external view returns (IInstance instance);
+
+    /// @dev defines the wallet address used to hold the ERC20 tokens related to this component
+    /// the default address is the component token address
+    function getWallet() external view returns (address walletAddress);
+
+    /// @dev defines the product to which this component is linked to
+    /// this is only relevant for pool and distribution components
+    function getProductNftId() external view returns (NftId productNftId);
+
+    function isNftInterceptor() external view returns(bool isInterceptor);
+
+    /// @dev returns component infos for this pool
+    /// when registered with an instance the info is obtained from the data stored in the instance
+    /// when not registered the function returns the info from the component contract
+    function getComponentInfo() external view returns (IComponents.ComponentInfo memory info);
+}

package/contracts/components/IDistributionComponent.sol

@@ -0,0 +1,71 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.19;
+
+import {Fee} from "../types/Fee.sol";
+import {IComponent} from "./IComponent.sol";
+import {ISetup} from "../instance/module/ISetup.sol";
+import {ReferralId, ReferralStatus} from "../types/Referral.sol";
+import {NftId} from "../types/NftId.sol";
+import {DistributorType} from "../types/DistributorType.sol";
+import {UFixed} from "../types/UFixed.sol";
+import {Timestamp} from "../types/Timestamp.sol";
+
+interface IDistributionComponent is IComponent {
+
+    event LogDistributorUpdated(address to, address caller);
+
+    function getSetupInfo() external view returns (ISetup.DistributionSetupInfo memory setupInfo);
+
+    function setFees(
+        Fee memory minDistributionOwnerFee,
+        Fee memory distributionFee
+    ) external;
+
+    function createDistributorType(
+        string memory name,
+        UFixed minDiscountPercentage,
+        UFixed maxDiscountPercentage,
+        UFixed commissionPercentage,
+        uint32 maxReferralCount,
+        uint32 maxReferralLifetime,
+        bool allowSelfReferrals,
+        bool allowRenewals,
+        bytes memory data
+    ) external returns (DistributorType distributorType);
+
+    function createDistributor(
+        address distributor,
+        DistributorType distributorType,
+        bytes memory data
+    ) external returns(NftId distributorNftId);
+
+    function updateDistributorType(
+        NftId distributorNftId,
+        DistributorType distributorType,
+        bytes memory data
+    ) external;
+
+    function calculateRenewalFeeAmount(
+        ReferralId referralId,
+        uint256 netPremiumAmount
+    ) external view returns (uint256 feeAmount);
+
+    /// @dev callback from product service when a policy is renews for a specific referralId
+    function processRenewal(
+        ReferralId referralId,
+        uint256 feeAmount
+    ) external;
+
+    function getDiscountPercentage(
+        string memory referralCode
+    ) external view returns (UFixed discountPercentage, ReferralStatus status);
+
+    function getDistributionFee() external view returns (Fee memory distibutionFee);
+
+    function getReferralId(
+        string memory referralCode
+    ) external returns (ReferralId referralId);
+
+    /// @dev returns true iff the component needs to be called when selling/renewing policis
+    function isVerifying() external view returns (bool verifying);
+}

package/contracts/components/IPoolComponent.sol

@@ -1,57 +1,113 @@
 // SPDX-License-Identifier: Apache-2.0
-pragma solidity ^0.8.19;
+pragma solidity ^0.8.20;
 
-import {NftId} from "../types/NftId.sol";
 import {Fee} from "../types/Fee.sol";
+import {IComponent} from "./IComponent.sol";
+import {IComponents} from "../instance/module/IComponents.sol";
+import {NftId} from "../types/NftId.sol";
+import {RoleId} from "../types/RoleId.sol";
+import {Seconds} from "../types/Seconds.sol";
 import {UFixed} from "../types/UFixed.sol";
-import {IBaseComponent} from "./IBaseComponent.sol";
-
-interface IPoolComponent is IBaseComponent {
-
-    event LogUnderwrittenByPool(NftId policyNftId, uint256 collateralizationAmount, address pool);
-
-    /**
-     * @dev creates a new bundle for this pool.
-     */
-    function createBundle(
-        uint256 initialAmount,
-        uint256 lifetime,
-        bytes memory filter
-    ) external returns(NftId bundleNftId);
-
-    /** 
-     * @dev this is a callback function that is called by the product service when underwriting a policy.
-     * the pool has the option to check the details and object to underwriting by reverting.
-     * the function is only called for "active" pools that ask to be involved/notified
-     * by product related state changes.
-     */
-    function underwrite(
-        NftId policyNftId, 
-        bytes memory policyData,
+
+/// @dev pool components hold and manage the collateral to cover active policies
+/// pools come in different flavors
+interface IPoolComponent is IComponent {
+
+    error ErrorPoolNotBundleOwner(NftId bundleNftId, address caller);
+    error ErrorPoolNotPoolService(address caller);
+
+    error ErrorPoolApplicationBundleMismatch(NftId applicationNftId);
+
+    event LogPoolVerifiedByPool(address pool, NftId applicationNftId, uint256 collateralizationAmount);
+
+    /// @dev increases the staked tokens by the specified amount
+    /// only the bundle owner may stake tokens
+    /// bundle MUST be in active or locked state
+    function stake(NftId bundleNftId, uint256 amount) external;
+
+    /// @dev decreases the staked tokens by the specified amount
+    /// only the bundle owner may unstake tokens from the bundle
+    /// bundle MUST be in active, locked or closed state
+    function unstake(NftId bundleNftId, uint256 amount) external;
+
+    /// @dev extends the bundle lifetime of the bundle by the specified time
+    /// only the bundle owner may extend the bundle's lifetime
+    /// bundle MUST be in active or locked state
+    function extend(NftId bundleNftId, Seconds lifetimeExtension) external;
+
+    /// @dev locks the specified bundle
+    /// a bundle to be locked MUST be in active state
+    /// locked bundles may not be used to underwrite any new policy
+    function lockBundle(NftId bundleNftId) external;
+
+    /// @dev unlocks the specified bundle
+    /// a bundle to be unlocked MUST be in locked state
+    function unlockBundle(NftId bundleNftId) external;
+
+    /// @dev close the specified bundle
+    /// a bundle to be closed MUST be in active or locked state
+    /// to close a bundle all all linked policies MUST be in closed state as well
+    /// closing a bundle finalizes the bundle bookkeeping including overall profit calculation
+    /// once a bundle is closed this action cannot be reversed
+    function close(NftId bundleNftId) external;
+
+    /// @dev sets the fee for the specified bundle
+    /// the fee is added on top of the poolFee and deducted from the premium amounts
+    /// via these fees individual bundler owner may earn income per policy in the context of peer to peer pools
+    function setBundleFee(
+        NftId bundleNftId, 
+        Fee memory fee
+    ) external;
+
+    /// @dev sets the maximum overall capital amound held by this pool
+    /// function may only be called by pool owner
+    function setMaxCapitalAmount(uint256 maxCapitalAmount) external;
+
+    /// @dev sets the required role to create/own bundles
+    /// may only be called once after setting up a pool
+    /// may only be called by pool owner 
+    function setBundleOwnerRole(RoleId bundleOwnerRole) external;
+
+    /// @dev update pool fees to the specified values
+    /// pool fees: are deducted from the premium amount and goes to the pool owner
+    /// staking fees: are deducted from the staked tokens by a bundle owner and goes to the pool owner
+    /// performance fees: when a bundle is closed a bundle specific profit is calculated
+    /// the performance fee is deducted from this profit and goes to the pool owner
+    function setFees(
+        Fee memory poolFee,
+        Fee memory stakingFee,
+        Fee memory performanceFee
+    ) external;
+
+    /// @dev this is a callback function that is called by the product service when underwriting a policy.
+    /// the pool has the option to check the details and object to underwriting by reverting.
+    /// the function is only called for "active" pools that ask to be involved/notified
+    /// by product related state changes.
+    function verifyApplication(
+        NftId applicationNftId, 
+        bytes memory applicationData,
+        NftId bundleNftId, 
         bytes memory bundleFilter,
         uint256 collateralizationAmount
     ) external;
 
-    /**
-     * @dev returns true iff the policy application data in policyData matches
-     * with the bundle filter criteria encoded in bundleFilter. 
-     */
-    function policyMatchesBundle(
-        bytes memory policyData,
-        bytes memory bundleFilter
+    /// @dev returns true iff the application matches with the bundle 
+    /// this is a callback function that is only called if a pool declares itself as a verifying pool
+    /// default implementation returns true
+    function applicationMatchesBundle(
+        NftId applicationNftId, 
+        bytes memory applicationData,
+        NftId bundleNftId, 
+        bytes memory bundleFilter,
+        uint256 collateralizationAmount
     )
         external
         view
         returns (bool isMatching);
 
-    function isVerifying() external view returns (bool verifying);
-
-    function getCollateralizationLevel() external view returns (UFixed collateralizationLevel);
+    /// @dev returns pool specific infos for this pool
+    /// when registered with an instance the info is obtained from the data stored in the instance
+    /// when not registered the function returns the info from the component contract
+    function getPoolInfo() external view returns (IComponents.PoolInfo memory info);
 
-    function getStakingFee() external view returns (Fee memory stakingFee);
-
-    function getPerformanceFee()
-        external
-        view
-        returns (Fee memory performanceFee);
 }

package/contracts/components/IProductComponent.sol

@@ -1,19 +1,40 @@
 // SPDX-License-Identifier: Apache-2.0
-pragma solidity ^0.8.19;
+pragma solidity ^0.8.20;
 
-import {NftId} from "../types/NftId.sol";
 import {Fee} from "../types/Fee.sol";
-import {IBaseComponent} from "./IBaseComponent.sol";
+import {IComponent} from "./IComponent.sol";
+import {ISetup} from "../instance/module/ISetup.sol";
+import {NftId} from "../types/NftId.sol";
+import {ReferralId} from "../types/Referral.sol";
+import {RiskId} from "../types/RiskId.sol";
+import {Seconds} from "../types/Seconds.sol";
+
+interface IProductComponent is IComponent {
+
+    function getSetupInfo() external view returns (ISetup.ProductSetupInfo memory setupInfo);
 
-interface IProductComponent is IBaseComponent {
     function setFees(
-        Fee memory policyFee,
+        Fee memory productFee,
         Fee memory processingFee
     ) external;
 
-    function getPoolNftId() external view returns (NftId poolNftId);
-    
-    function getPolicyFee() external view returns (Fee memory policyFee);
+    function calculatePremium(
+        uint256 sumInsuredAmount,
+        RiskId riskId,
+        Seconds lifetime,
+        bytes memory applicationData,
+        NftId bundleNftId,
+        ReferralId referralId
+    ) external view returns (uint256 premiumAmount);
+
+    function calculateNetPremium(
+        uint256 sumInsuredAmount,
+        RiskId riskId,
+        Seconds lifetime,
+        bytes memory applicationData
+    ) external view returns (uint256 netPremiumAmount);    
 
-    function getProcessingFee() external view returns (Fee memory processingFee);
+    
+    function getPoolNftId() external view returns (NftId poolNftId);
+    function getDistributionNftId() external view returns (NftId distributionNftId);
 }