@etherisc/gif-next 0.0.2-dc95063-418 → 0.0.2-dd40550-413

package/contracts/instance/InstanceStore.sol

@@ -0,0 +1,212 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {AccessManagedUpgradeable} from "@openzeppelin/contracts-upgradeable/access/manager/AccessManagedUpgradeable.sol";
+
+import {Key32, KeyId, Key32Lib} from "../types/Key32.sol";
+import {NftId} from "../types/NftId.sol";
+import {ClaimId} from "../types/ClaimId.sol";
+import {NumberId} from "../types/NumberId.sol";
+import {ObjectType, BUNDLE, DISTRIBUTION, INSTANCE, POLICY, POOL, ROLE, PRODUCT, TARGET, COMPONENT, DISTRIBUTOR, DISTRIBUTOR_TYPE} from "../types/ObjectType.sol";
+import {RiskId, RiskIdLib} from "../types/RiskId.sol";
+import {RoleId, RoleIdLib, INSTANCE_ROLE, INSTANCE_OWNER_ROLE} from "../types/RoleId.sol";
+import {StateId, ACTIVE} from "../types/StateId.sol";
+import {TimestampLib} from "../types/Timestamp.sol";
+import {VersionPart, VersionPartLib} from "../types/Version.sol";
+import {ReferralId} from "../types/Referral.sol";
+import {DistributorType} from "../types/DistributorType.sol";
+import {PayoutId} from "../types/PayoutId.sol";
+
+import {IInstance} from "./IInstance.sol";
+import {KeyValueStore} from "./base/KeyValueStore.sol";
+import {IKeyValueStore} from "./base/KeyValueStore.sol";
+
+import {IBundle} from "./module/IBundle.sol";
+import {IComponents} from "./module/IComponents.sol";
+import {IDistribution} from "./module/IDistribution.sol";
+import {IPolicy} from "./module/IPolicy.sol";
+import {IRisk} from "./module/IRisk.sol";
+import {ISetup} from "./module/ISetup.sol";
+
+
+// TODO combine with instance reader?
+contract InstanceStore is AccessManagedUpgradeable, KeyValueStore
+{
+    function initialize(address instance)
+        public 
+        initializer()
+    {
+        address authority = IInstance(instance).authority();
+        __AccessManaged_init(authority);
+        initializeLifecycle();
+    }
+
+    //--- ProductSetup ------------------------------------------------------//
+    function createProductSetup(NftId productNftId, ISetup.ProductSetupInfo memory setup) external restricted() {
+        create(_toNftKey32(productNftId, PRODUCT()), abi.encode(setup));
+    }
+
+    function updateProductSetup(NftId productNftId, ISetup.ProductSetupInfo memory setup, StateId newState) external restricted() {
+        update(_toNftKey32(productNftId, PRODUCT()), abi.encode(setup), newState);
+    }
+
+    function updateProductSetupState(NftId productNftId, StateId newState) external restricted() {
+        updateState(_toNftKey32(productNftId, PRODUCT()), newState);
+    }
+
+    //--- DistributionSetup ------------------------------------------------------//
+    function createDistributionSetup(NftId distributionNftId, ISetup.DistributionSetupInfo memory setup) external restricted() {
+        create(_toNftKey32(distributionNftId, DISTRIBUTION()), abi.encode(setup));
+    }
+
+    function updateDistributionSetup(NftId distributionNftId, ISetup.DistributionSetupInfo memory setup, StateId newState) external restricted() {
+        update(_toNftKey32(distributionNftId, DISTRIBUTION()), abi.encode(setup), newState);
+    }
+
+    function updateDistributionSetupState(NftId distributionNftId, StateId newState) external restricted() {
+        updateState(_toNftKey32(distributionNftId, DISTRIBUTION()), newState);
+    }
+
+    //--- PoolSetup ------------------------------------------------------//
+    function createPoolSetup(NftId poolNftId, IComponents.ComponentInfo memory info) external restricted() {
+        create(_toNftKey32(poolNftId, POOL()), abi.encode(info));
+    }
+
+    function updatePoolSetup(NftId poolNftId, IComponents.ComponentInfo memory info, StateId newState) external restricted() {
+        update(_toNftKey32(poolNftId, POOL()), abi.encode(info), newState);
+    }
+
+    function updatePoolSetupState(NftId poolNftId, StateId newState) external restricted() {
+        updateState(_toNftKey32(poolNftId, POOL()), newState);
+    }
+
+    //--- DistributorType -------------------------------------------------------//
+    function createDistributorType(DistributorType distributorType, IDistribution.DistributorTypeInfo memory info) external restricted() {
+        create(distributorType.toKey32(), abi.encode(info));
+    }
+
+    function updateDistributorType(DistributorType distributorType, IDistribution.DistributorTypeInfo memory info, StateId newState) external restricted() {
+        update(distributorType.toKey32(), abi.encode(info), newState);
+    }
+
+    function updateDistributorTypeState(DistributorType distributorType, StateId newState) external restricted() {
+        updateState(distributorType.toKey32(), newState);
+    }
+
+    //--- Distributor -------------------------------------------------------//
+    function createDistributor(NftId distributorNftId, IDistribution.DistributorInfo memory info) external restricted() {
+        create(_toNftKey32(distributorNftId, DISTRIBUTOR()), abi.encode(info));
+    }
+
+    function updateDistributor(NftId distributorNftId, IDistribution.DistributorInfo memory info, StateId newState) external restricted() {
+        update(_toNftKey32(distributorNftId, DISTRIBUTOR()), abi.encode(info), newState);
+    }
+
+    function updateDistributorState(NftId distributorNftId, StateId newState) external restricted() {
+        updateState(_toNftKey32(distributorNftId, DISTRIBUTOR()), newState);
+    }
+
+    //--- Referral ----------------------------------------------------------//
+    function createReferral(ReferralId referralId, IDistribution.ReferralInfo memory referralInfo) external restricted() {
+        create(referralId.toKey32(), abi.encode(referralInfo));
+    }
+
+    function updateReferral(ReferralId referralId, IDistribution.ReferralInfo memory referralInfo, StateId newState) external restricted() {
+        update(referralId.toKey32(), abi.encode(referralInfo), newState);
+    }
+
+    function updateReferralState(ReferralId referralId, StateId newState) external restricted() {
+        updateState(referralId.toKey32(), newState);
+    }
+
+    //--- Bundle ------------------------------------------------------------//
+    function createBundle(NftId bundleNftId, IBundle.BundleInfo memory bundle) external restricted() {
+        create(_toNftKey32(bundleNftId, BUNDLE()), abi.encode(bundle));
+    }
+
+    function updateBundle(NftId bundleNftId, IBundle.BundleInfo memory bundle, StateId newState) external restricted() {
+        update(_toNftKey32(bundleNftId, BUNDLE()), abi.encode(bundle), newState);
+    }
+
+    function updateBundleState(NftId bundleNftId, StateId newState) external restricted() {
+        updateState(_toNftKey32(bundleNftId, BUNDLE()), newState);
+    }
+
+    //--- Risk --------------------------------------------------------------//
+    function createRisk(RiskId riskId, IRisk.RiskInfo memory risk) external restricted() {
+        create(riskId.toKey32(), abi.encode(risk));
+    }
+
+    function updateRisk(RiskId riskId, IRisk.RiskInfo memory risk, StateId newState) external restricted() {
+        update(riskId.toKey32(), abi.encode(risk), newState);
+    }
+
+    function updateRiskState(RiskId riskId, StateId newState) external restricted() {
+        updateState(riskId.toKey32(), newState);
+    }
+
+    //--- Application (Policy) ----------------------------------------------//
+    function createApplication(NftId applicationNftId, IPolicy.PolicyInfo memory policy) external restricted() {
+        create(_toNftKey32(applicationNftId, POLICY()), abi.encode(policy));
+    }
+
+    function updateApplication(NftId applicationNftId, IPolicy.PolicyInfo memory policy, StateId newState) external restricted() {
+        update(_toNftKey32(applicationNftId, POLICY()), abi.encode(policy), newState);
+    }
+
+    function updateApplicationState(NftId applicationNftId, StateId newState) external restricted() {
+        updateState(_toNftKey32(applicationNftId, POLICY()), newState);
+    }
+
+    //--- Policy ------------------------------------------------------------//
+    function updatePolicy(NftId policyNftId, IPolicy.PolicyInfo memory policy, StateId newState) external restricted() {
+        update(_toNftKey32(policyNftId, POLICY()), abi.encode(policy), newState);
+    }
+
+    function updatePolicyClaims(NftId policyNftId, IPolicy.PolicyInfo memory policy, StateId newState) external restricted() {
+        update(_toNftKey32(policyNftId, POLICY()), abi.encode(policy), newState);
+    }
+
+    function updatePolicyState(NftId policyNftId, StateId newState) external restricted() {
+        updateState(_toNftKey32(policyNftId, POLICY()), newState);
+    }
+
+    //--- Claim -------------------------------------------------------------//
+    function createClaim(NftId policyNftId, ClaimId claimId, IPolicy.ClaimInfo memory claim) external restricted() {
+        create(_toClaimKey32(policyNftId, claimId), abi.encode(claim));
+    }
+
+    function updateClaim(NftId policyNftId, ClaimId claimId, IPolicy.ClaimInfo memory claim, StateId newState) external restricted() {
+        update(_toClaimKey32(policyNftId, claimId), abi.encode(claim), newState);
+    }
+
+    function updateClaimState(NftId policyNftId, ClaimId claimId, StateId newState) external restricted() {
+        updateState(_toClaimKey32(policyNftId, claimId), newState);
+    }
+
+    //--- Payout ------------------------------------------------------------//
+    function createPayout(NftId policyNftId, PayoutId payoutId, IPolicy.PayoutInfo memory payout) external restricted() {
+        create(_toPayoutKey32(policyNftId, payoutId), abi.encode(payout));
+    }
+
+    function updatePayout(NftId policyNftId, PayoutId payoutId, IPolicy.PayoutInfo memory payout, StateId newState) external restricted() {
+        update(_toPayoutKey32(policyNftId, payoutId), abi.encode(payout), newState);
+    }
+
+    function updatePayoutState(NftId policyNftId, PayoutId payoutId, StateId newState) external restricted() {
+        updateState(_toPayoutKey32(policyNftId, payoutId), newState);
+    }
+
+    //--- internal view/pure functions --------------------------------------//
+    function _toNftKey32(NftId nftId, ObjectType objectType) private pure returns (Key32) {
+        return nftId.toKey32(objectType);
+    }
+
+    function _toClaimKey32(NftId policyNftId, ClaimId claimId) private pure returns (Key32) {
+        return claimId.toKey32(policyNftId);
+    }
+
+    function _toPayoutKey32(NftId policyNftId, PayoutId payoutId) private pure returns (Key32) {
+        return payoutId.toKey32(policyNftId);
+    }
+}

package/contracts/instance/ObjectManager.sol

@@ -29,7 +29,7 @@ contract ObjectManager is
         external 
     {
         IInstance instance = IInstance(instanceAddress);
-        initialize(instance.authority(), instance.getRegistryAddress());
+        initialize(instance.authority(), address(instance.getRegistry()));
 
         _instance = instance;
         

package/contracts/instance/base/ComponentService.sol

@@ -16,30 +16,31 @@ import {InstanceAccessManager} from "../InstanceAccessManager.sol";
 
 abstract contract ComponentService is Service {
 
-    error ErrorComponentServiceAlreadyRegistered(address component, NftId nftId);
     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);
 
     /// @dev modifier to check if caller is a registered service
     modifier onlyService() {
         address caller = msg.sender;
-        require(getRegistry().isRegisteredService(caller), "ERROR_NOT_SERVICE");
+        if(!getRegistry().isRegisteredService(caller)) {
+            revert ErrorComponentServiceSenderNotService(caller);
+        }
         _;
     }
 
     // view functions
 
     function getRegistryService() public view virtual returns (IRegistryService) {
-        address service = getRegistry().getServiceAddress(REGISTRY(), getMajorVersion());
-        return IRegistryService(service);
+        return IRegistryService(_getServiceAddress(REGISTRY()));
     }
 
     function getInstanceService() public view returns (InstanceService) {
-        address service = getRegistry().getServiceAddress(INSTANCE(), getMajorVersion());
-        return InstanceService(service);
+        return InstanceService(_getServiceAddress(INSTANCE()));
     }
 
     // internal functions
@@ -60,12 +61,6 @@ abstract contract ComponentService is Service {
         // component may only be registerd by initial owner of component
         owner = msg.sender;
 
-        // check component has not already been registerd
-        NftId compoentNftId = getRegistry().getNftId(componentAddress);
-        if(compoentNftId.gtz()) {
-            revert ErrorComponentServiceAlreadyRegistered(componentAddress, compoentNftId);
-        }
-
         // check this is a component
         component = IComponent(componentAddress);
         if(!component.supportsInterface(type(IComponent).interfaceId)) {
@@ -87,48 +82,67 @@ abstract contract ComponentService is Service {
         // check instance has assigned required role to owner
         instanceNftId = componentInfo.parentNftId;
         instance = _getInstance(instanceNftId);
-        InstanceAccessManager accessManager = instance.getInstanceAccessManager();
-        bool hasRole = accessManager.hasRole(
-            requiredRole,
-            owner);
-
-        if(!hasRole) {
+        if(!instance.getInstanceAccessManager().hasRole(requiredRole, owner)) {
             revert ErrorComponentServiceExpectedRoleMissing(instanceNftId, requiredRole, owner);
         }
     }
 
     // internal view functions
+    function _getAndVerifyCallingComponentAndInstance(
+        ObjectType expectedType // assume always of `component` type
+    )
+        internal
+        view
+        returns(
+            NftId componentNftId,
+            IRegistry.ObjectInfo memory componentInfo, 
+            IInstance instance
+        )
+    {
+        componentNftId = getRegistry().getNftId(msg.sender);
+        (componentInfo, instance) = _getAndVerifyComponentInfoAndInstance(componentNftId, expectedType);
 
-    function _getInstance(NftId instanceNftId) internal view returns (IInstance) {
-        IRegistry.ObjectInfo memory instanceInfo = getRegistry().getObjectInfo(instanceNftId);
-        return IInstance(instanceInfo.objectAddress);
+        // locked component can not call services
+        if (instance.getInstanceAccessManager().isTargetLocked(componentInfo.objectAddress)) {
+            revert IAccess.ErrorIAccessTargetLocked(componentInfo.objectAddress);
+        }
     }
 
     function _getAndVerifyComponentInfoAndInstance(
-        //address component,
-        ObjectType expectedType
+        NftId componentNftId,
+        ObjectType expectedType // assume always of `component` type
     )
         internal
         view
         returns(
-            IRegistry.ObjectInfo memory info, 
+            IRegistry.ObjectInfo memory componentInfo, 
             IInstance instance
         )
     {
-        IRegistry registry = getRegistry();
-        //TODO redundant check -> just check type
-        //NftId componentNftId = registry.getNftId(component); 
-        //require(componentNftId.gtz(), "ERROR_COMPONENT_UNKNOWN");
-
-        info = registry.getObjectInfo(msg.sender);
-        require(info.objectType == expectedType, "OBJECT_TYPE_INVALID");
-
-        address instanceAddress = registry.getObjectInfo(info.parentNftId).objectAddress;
-        instance = IInstance(instanceAddress);
-
-        InstanceAccessManager accessManager = instance.getInstanceAccessManager();
-        if (accessManager.isTargetLocked(info.objectAddress)) {
-            revert IAccess.ErrorIAccessTargetLocked(info.objectAddress);
+        componentInfo = getRegistry().getObjectInfo(componentNftId);
+        if(componentInfo.objectType != expectedType) {
+            revert ErrorComponentServiceComponentTypeInvalid(
+                componentInfo.objectAddress, 
+                expectedType, 
+                componentInfo.objectType);
         }
+
+        instance = _getInstance(componentInfo.parentNftId);
+    }
+    // assume componentNftId is always of `instance` type
+    function _getInstance(NftId instanceNftId) internal view returns (IInstance) {
+        return IInstance(
+            getRegistry().getObjectInfo(
+                instanceNftId).objectAddress);
+    }
+    // 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());
     }
-}
+}

package/contracts/instance/base/KeyValueStore.sol

@@ -5,7 +5,7 @@ import {Blocknumber, blockBlocknumber, zeroBlocknumber} from "../../types/Blockn
 import {Key32, KeyId, Key32Lib} from "../../types/Key32.sol";
 import {NftId} from "../../types/NftId.sol";
 import {ObjectType} from "../../types/ObjectType.sol";
-import {StateId, ACTIVE} from "../../types/StateId.sol";
+import {StateId, ACTIVE, KEEP_STATE} from "../../types/StateId.sol";
 import {Timestamp, TimestampLib} from "../../types/Timestamp.sol";
 
 import {Lifecycle} from "./Lifecycle.sol";
@@ -20,15 +20,6 @@ contract KeyValueStore is Lifecycle, IKeyValueStore {
         bytes memory data
     )
         internal
-    {
-        _create(key32, data);
-    }
-
-    function _create(
-        Key32 key32, 
-        bytes memory data
-    )
-        internal
     {
         ObjectType objectType = key32.toObjectType();
         require(objectType.gtz(), "ERROR:KVS-010:TYPE_UNDEFINED");
@@ -60,16 +51,6 @@ contract KeyValueStore is Lifecycle, IKeyValueStore {
         StateId state
     ) 
         internal
-    {
-        _update(key32, data, state);
-    }
-
-    function _update(
-        Key32 key32, 
-        bytes memory data,
-        StateId state
-    ) 
-        internal
     {
         require(state.gtz(), "ERROR:KVS-020:STATE_UNDEFINED");
         Metadata storage metadata = _value[key32].metadata;
@@ -79,10 +60,15 @@ contract KeyValueStore is Lifecycle, IKeyValueStore {
         // update data
         _value[key32].data = data;
 
-        // update metadata (and state)
+        // update state 
+        if(state != KEEP_STATE()) {
+            metadata.state = state;
+        }
+
+        // update reest of metadata
         address updatedBy = msg.sender;
         Blocknumber lastUpdatedIn = metadata.updatedIn;
-        metadata.state = state;
+
         metadata.updatedBy = updatedBy;
         metadata.updatedIn = blockBlocknumber();
 
@@ -95,12 +81,6 @@ contract KeyValueStore is Lifecycle, IKeyValueStore {
 
     function updateData(Key32 key32, bytes memory data) 
         internal
-    {
-        _updateData(key32, data);
-    }
-
-    function _updateData(Key32 key32, bytes memory data) 
-        internal
     {
         Metadata storage metadata = _value[key32].metadata;
         StateId state = metadata.state;
@@ -122,12 +102,6 @@ contract KeyValueStore is Lifecycle, IKeyValueStore {
 
     function updateState(Key32 key32, StateId state)
         internal
-    {
-        _updateState(key32, state);
-    }
-
-    function _updateState(Key32 key32, StateId state)
-        internal
     {
         require(state.gtz(), "ERROR:KVS-040:STATE_UNDEFINED");
         Metadata storage metadata = _value[key32].metadata;

package/contracts/instance/base/Lifecycle.sol

@@ -4,8 +4,8 @@ pragma solidity ^0.8.20;
 import {Initializable} from "@openzeppelin/contracts-upgradeable/proxy/utils/Initializable.sol"; 
 
 import {NftId} from "../../types/NftId.sol";
-import {ObjectType, COMPONENT, BUNDLE, POLICY, RISK} from "../../types/ObjectType.sol";
-import {StateId, ACTIVE, PAUSED, ARCHIVED, CLOSED, APPLIED, UNDERWRITTEN, REVOKED, DECLINED} from "../../types/StateId.sol";
+import {ObjectType, COMPONENT, BUNDLE, POLICY, RISK, CLAIM, PAYOUT} from "../../types/ObjectType.sol";
+import {StateId, ACTIVE, PAUSED, ARCHIVED, CLOSED, APPLIED, COLLATERALIZED, REVOKED, SUBMITTED, CONFIRMED, DECLINED, EXPECTED, PAID} from "../../types/StateId.sol";
 import {ILifecycle} from "./ILifecycle.sol";
 
 contract Lifecycle is
@@ -25,6 +25,7 @@ contract Lifecycle is
         _setupBundleLifecycle();
         _setupComponentLifecycle();
         _setupPolicyLifecycle();
+        _setupClaimAndPayoutLifecycle();
         _setupRiskLifecycle();
     }
 
@@ -95,11 +96,21 @@ contract Lifecycle is
         _initialState[POLICY()] = APPLIED();
         _isValidTransition[POLICY()][APPLIED()][REVOKED()] = true;
         _isValidTransition[POLICY()][APPLIED()][DECLINED()] = true;
-        _isValidTransition[POLICY()][APPLIED()][UNDERWRITTEN()] = true;
-        _isValidTransition[POLICY()][UNDERWRITTEN()][ACTIVE()] = true;
+        _isValidTransition[POLICY()][APPLIED()][COLLATERALIZED()] = true;
+        _isValidTransition[POLICY()][COLLATERALIZED()][ACTIVE()] = true;
         _isValidTransition[POLICY()][ACTIVE()][CLOSED()] = true;
     }
 
+    function _setupClaimAndPayoutLifecycle() internal {
+        _initialState[CLAIM()] = SUBMITTED();
+        _isValidTransition[CLAIM()][SUBMITTED()][CONFIRMED()] = true;
+        _isValidTransition[CLAIM()][SUBMITTED()][DECLINED()] = true;
+        _isValidTransition[CLAIM()][CONFIRMED()][CLOSED()] = true;
+
+        _initialState[PAYOUT()] = EXPECTED();
+        _isValidTransition[PAYOUT()][EXPECTED()][PAID()] = true;
+    }
+
     function _setupRiskLifecycle() internal {
         _initialState[RISK()] = ACTIVE();
         _isValidTransition[RISK()][ACTIVE()][PAUSED()] = true;

package/contracts/instance/module/IAccess.sol

@@ -43,9 +43,9 @@ interface IAccess {
     error ErrorIAccessRoleTypeInvalid(RoleId roleId, Type rtype);
 
     error ErrorIAccessTargetAddressZero();
-    error ErrorIAccessTargetDoesNotExist(ShortString name);
+    error ErrorIAccessTargetDoesNotExist(address target);
     error ErrorIAccessTargetExists(address target, ShortString name);
-    error ErrorIAccessTargetTypeInvalid(ShortString name, Type ttype);
+    error ErrorIAccessTargetTypeInvalid(address target, Type ttype);
     error ErrorIAccessTargetNameEmpty(address target);
     error ErrorIAccessTargetNameExists(address target, address existingTarget, ShortString name);
     error ErrorIAccessTargetLocked(address target);

package/contracts/instance/module/IBundle.sol

@@ -1,21 +1,23 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
+import {Amount} from "../../types/Amount.sol";
 import {NftId} from "../../types/NftId.sol";
 import {Fee} from "../../types/Fee.sol";
 import {Seconds} from "../../types/Seconds.sol";
 import {Timestamp} from "../../types/Timestamp.sol";
 
 interface IBundle {
+
     struct BundleInfo {
         NftId poolNftId;
         Fee fee; // bundle fee on net premium amounts
         bytes filter; // required conditions for applications to be considered for collateralization by this bundle
-        uint256 capitalAmount; // net investment capital + net premiums - payouts
-        uint256 lockedAmount; // capital amount linked to collateralizaion of non-closed policies (<= balance)
-        uint256 balanceAmount; // total amount of funds: capitalAmount + fees (balance >= captial)
+        Amount capitalAmount; // net stakings + net premiums - payouts
+        Amount lockedAmount; // capital amount linked to collateralizaion of non-closed policies (<= capital amount)
+        Amount feeAmount; // accumulated fee amount
         Seconds lifetime;
-        Timestamp expiredAt; // no new policies
+        Timestamp expiredAt; // no new policies starting with this timestamp
         Timestamp closedAt; // no open policies, locked amount = 0
     }
 }

package/contracts/instance/module/IComponents.sol

@@ -3,6 +3,7 @@ pragma solidity ^0.8.20;
 
 import {IERC20Metadata} from "@openzeppelin/contracts/token/ERC20/extensions/IERC20Metadata.sol";
 
+import {Amount} from "../../types/Amount.sol";
 import {Fee} from "../../types/Fee.sol";
 import {NftId} from "../../types/NftId.sol";
 import {RoleId} from "../../types/RoleId.sol";
@@ -16,13 +17,18 @@ interface IComponents {
         IERC20Metadata token;
         TokenHandler tokenHandler;
         address wallet;
+        Amount balanceAmount; // calculated balance (may not necessarily match withg wallet balance)
+        Amount feeAmount; // accumulated fees belonging to component owner
         bytes data; // will hold component type specific additional info (eg encoded pool info)
     }
 
     struct PoolInfo {
         NftId productNftId; // the nft of the product this pool is linked to
         RoleId bundleOwnerRole; // the required role for bundle owners
-        uint256 maxCapitalAmount; // max capital amount allowed for pool
+        // TODO maxCapitalAmount -> maxBalanceAmount
+        Amount maxCapitalAmount; // max capital amount allowed for pool
+        Amount balanceAmount; // current pool balance (accounting view)
+        Amount feeAmount; // accumulated fee amount
         bool isInterceptingBundleTransfers; // intercepts nft transfers for bundles
         bool isExternallyManaged; // funding bundles is restricted to book keeping, actual funds may be provided as needed to support payouts
         bool isVerifyingApplications; // underwriting requires the pool component checks/confirms the applications 

package/contracts/instance/module/IDistribution.sol

@@ -1,6 +1,7 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
+import {Amount} from "../../types/Amount.sol";
 import {DistributorType} from "../../types/DistributorType.sol";
 import {NftId} from "../../types/NftId.sol";
 import {Timestamp} from "../../types/Timestamp.sol";
@@ -24,8 +25,8 @@ interface IDistribution {
         DistributorType distributorType;
         bool active;
         bytes data;
-        uint256 sumCommisions;
-        uint256 numPoliciesSold;
+        Amount commissionAmount;
+        uint32 numPoliciesSold;
     }
 
     struct ReferralInfo {   

package/contracts/instance/module/IPolicy.sol

@@ -1,6 +1,7 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
+import {Amount} from "../../types/Amount.sol";
 import {NftId} from "../../types/NftId.sol";
 import {ClaimId} from "../../types/ClaimId.sol";
 import {ReferralId} from "../../types/Referral.sol";
@@ -40,15 +41,16 @@ interface IPolicy {
         NftId bundleNftId;
         ReferralId referralId;
         RiskId riskId;
-        uint256 sumInsuredAmount;
-        uint256 premiumAmount;
-        uint256 premiumPaidAmount;
+        Amount sumInsuredAmount;
+        Amount premiumAmount;
+        Amount premiumPaidAmount; // when lower than premium amount: max payout decreased accordingly
         Seconds lifetime;
         bytes applicationData;
         bytes policyData;
         uint16 claimsCount;
         uint16 openClaimsCount;
-        uint256 payoutAmount;
+        Amount claimAmount; // sum of confirmed claim amounts (max = sum insured amount)
+        Amount payoutAmount; // sum of payouts (max = sum confirmed claim amountst)
         Timestamp activatedAt; // time of underwriting
         Timestamp expiredAt; // no new claims (activatedAt + lifetime)
         Timestamp closedAt; // no locked capital (or declinedAt)
@@ -56,16 +58,19 @@ interface IPolicy {
 
     // claimId neeeds to be encoded policyNftId:claimId combination
     struct ClaimInfo {
-        uint256 claimAmount;
-        uint256 paidAmount;
+        Amount claimAmount;
+        Amount paidAmount;
+        uint8 payoutsCount;
+        uint8 openPayoutsCount;
         bytes data;
-        Timestamp closedAt; // payoment of confirmed claim amount (or declinedAt)
+        // TODO consider to add processData that may include information supporting confirm or decline
+        Timestamp closedAt; // payment of confirmed claim amount (or declinedAt)
     }
 
     // claimId neeeds to be encoded policyNftId:claimId combination
     struct PayoutInfo {
         ClaimId claimId;
-        uint256 amount;
+        Amount amount;
         bytes data;
         Timestamp paidAt; // payoment of confirmed claim amount (or declinedAt)
     }