@etherisc/gif-next 0.0.2-e4b632c-016 → 0.0.2-e510b92-393

package/contracts/instance/BundleManager.sol

@@ -0,0 +1,129 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {IInstance} from "./IInstance.sol";
+import {INSTANCE} from "../types/ObjectType.sol";
+import {InstanceReader} from "./InstanceReader.sol";
+import {IPolicy} from "../instance/module/IPolicy.sol";
+import {IRegistry} from "../registry/IRegistry.sol";
+import {LibNftIdSet} from "../types/NftIdSet.sol";
+import {NftId} from "../types/NftId.sol";
+import {TimestampLib} from "../types/Timestamp.sol";
+
+import {ObjectManager} from "./ObjectManager.sol";
+
+contract BundleManager is 
+    ObjectManager
+{
+
+    event LogBundleManagerPolicyLinked(NftId bundleNftId, NftId policyNftId);
+    event LogBundleManagerPolicyUnlinked(NftId bundleNftId, NftId policyNftId);
+
+    event LogBundleManagerBundleAdded(NftId poolNftId, NftId bundleNftId);
+    event LogBundleManagerBundleUnlocked(NftId poolNftId, NftId bundleNftId);
+    event LogBundleManagerBundleLocked(NftId poolNftId, NftId bundleNftId);
+
+    error ErrorBundleManagerErrorPolicyAlreadyActivated(NftId policyNftId);
+    error ErrorBundleManagerErrorBundleLocked(NftId bundleNftId, NftId policyNftId);
+    error ErrorBundleManagerPolicyWithOpenClaims(NftId policyNftId, uint256 openClaimsCount);
+    error ErrorBundleManagerPolicyNotCloseable(NftId policyNftId);
+    error ErrorBundleManagerBundleUnknown(NftId bundleNftId);
+    error ErrorBundleManagerBundleNotRegistered(NftId bundleNftId);
+
+    mapping(NftId bundleNftId => LibNftIdSet.Set policies) internal _activePolicies;
+
+    constructor() ObjectManager() {
+    }
+
+
+    /// @dev links a policy with its bundle
+    // to link a policy it MUST NOT yet have been activated
+    // the bundle MUST be unlocked (active) for linking (underwriting) and registered with this instance
+    function linkPolicy(NftId policyNftId) external restricted() {
+        NftId bundleNftId = _instanceReader.getPolicyInfo(policyNftId).bundleNftId;
+        // decision will likely depend on the decision what to check here and what in the service
+        NftId poolNftId = _instanceReader.getBundleInfo(bundleNftId).poolNftId;
+
+        // ensure bundle is unlocked (in active set) and registered with this instance
+        if (!_isActive(poolNftId, bundleNftId)) {
+            revert ErrorBundleManagerErrorBundleLocked(bundleNftId, policyNftId);
+        }
+
+        LibNftIdSet.add(_activePolicies[bundleNftId], policyNftId);
+        emit LogBundleManagerPolicyLinked(bundleNftId, policyNftId);
+    }
+
+
+    /// @dev unlinks a policy from its bundle
+    // to unlink a policy it must closable, ie. meet one of the following criterias
+    // - the policy MUST be past its expiry period and it MUST NOT have any open claims
+    // - the policy's payoutAmount MUST be equal to its sumInsuredAmount and MUST NOT have any open claims
+    function unlinkPolicy(NftId policyNftId) external restricted() {
+        IPolicy.PolicyInfo memory policyInfo = _instanceReader.getPolicyInfo(policyNftId);
+
+        NftId bundleNftId = policyInfo.bundleNftId;
+        // decision will likely depend on the decision what to check here and what in the service
+        NftId poolNftId = _instanceReader.getBundleInfo(bundleNftId).poolNftId;
+
+        // ensure bundle is registered with this instance
+        if (!_contains(poolNftId, bundleNftId)) {
+            revert ErrorBundleManagerBundleUnknown(bundleNftId);
+        }
+
+        LibNftIdSet.remove(_activePolicies[bundleNftId], policyNftId);
+        emit LogBundleManagerPolicyUnlinked(policyInfo.bundleNftId, policyNftId);
+    }
+
+
+    /// @dev add a new bundle to a riskpool registerd with this instance
+    // the corresponding pool is fetched via instance reader
+    function add(NftId bundleNftId) external restricted() {
+        NftId poolNftId = _instanceReader.getBundleInfo(bundleNftId).poolNftId;
+
+        // ensure pool is registered with instance
+        if(poolNftId.eqz()) {
+            revert ErrorBundleManagerBundleNotRegistered(bundleNftId);
+        }
+
+        _add(poolNftId, bundleNftId);
+        emit LogBundleManagerBundleAdded(poolNftId, bundleNftId);
+    }
+
+    /// @dev unlocked (active) bundles are available to underwrite new policies
+    function unlock(NftId bundleNftId) external restricted() {
+        NftId poolNftId = _instanceReader.getBundleInfo(bundleNftId).poolNftId;
+        _activate(poolNftId, bundleNftId);
+        emit LogBundleManagerBundleUnlocked(poolNftId, bundleNftId);
+    }
+
+    /// @dev locked (deactivated) bundles may not underwrite any new policies
+    function lock(NftId bundleNftId) external restricted() {
+        NftId poolNftId = _instanceReader.getBundleInfo(bundleNftId).poolNftId;
+        _deactivate(poolNftId, bundleNftId);
+        emit LogBundleManagerBundleLocked(poolNftId, bundleNftId);
+    }
+
+    function bundles(NftId poolNftId) external view returns(uint256) {
+        return _objects(poolNftId);
+    }
+
+    function getBundleNftId(NftId poolNftId, uint256 idx) external view returns(NftId bundleNftId) {
+        return _getObject(poolNftId, idx);
+    }
+
+    function activeBundles(NftId poolNftId) external view returns(uint256) {
+        return _activeObjs(poolNftId);
+    }
+
+    function getActiveBundleNftId(NftId poolNftId, uint256 idx) external view returns(NftId bundleNftId) {
+        return _getActiveObject(poolNftId, idx);
+    }
+
+    function activePolicies(NftId bundleNftId) external view returns(uint256) {
+        return LibNftIdSet.size(_activePolicies[bundleNftId]);
+    }
+
+    function getActivePolicy(NftId bundleNftId, uint256 idx) external view returns(NftId policyNftId) {
+        return LibNftIdSet.getElementAt(_activePolicies[bundleNftId], idx);
+    }
+}

package/contracts/instance/Cloneable.sol

@@ -0,0 +1,46 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {AccessManagedUpgradeable} from "@openzeppelin/contracts-upgradeable/access/manager/AccessManagedUpgradeable.sol";
+import {IERC165} from "@openzeppelin/contracts/utils/introspection/IERC165.sol";
+
+import {IRegistry} from "../registry/IRegistry.sol";
+
+abstract contract Cloneable is 
+    AccessManagedUpgradeable
+{
+    event CloneableInitialized(address authority, address registry);
+
+    error CloneableRegistryInvalid(address registry);
+
+    IRegistry internal _registry;
+
+    constructor() {
+        _registry = IRegistry(address(0));
+    }
+
+    /// @dev call to initialize MUST be made in the same transaction as cloning of the contract
+    function initialize(
+        address authority,
+        address registry
+    )
+        public 
+        initializer
+    {
+        // check/handle access managed
+        __AccessManaged_init(authority);
+
+        // check/handle registry
+        if (registry.code.length == 0) {
+            revert CloneableRegistryInvalid(registry);
+        }
+
+        _registry = IRegistry(registry);
+
+        emit CloneableInitialized(authority, registry);
+    }
+
+    function getRegistry() external view returns (IRegistry) {
+        return _registry;
+    }
+}

package/contracts/instance/IInstance.sol

@@ -3,31 +3,54 @@ 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 IInstance is IERC165 {
+
+interface IInstance is IERC165, IKeyValueStore {
 
     function getComponentOwnerService() external view returns (IComponentOwnerService);
-    // TODO: renable these when we have the services
     function getDistributionService() external view returns (IDistributionService);
-    // function getProductService() external view returns (IProductService);
-    // function getPoolService() external view returns (IPoolService);
-
-    function createProductSetup(NftId productNftId, ISetup.ProductSetupInfo memory setup) external;
+    function getProductService() external view returns (IProductService);
+    function getPoolService() external view returns (IPoolService);
 
     function createDistributionSetup(NftId distributionNftId, ISetup.DistributionSetupInfo memory setup) external;
     function updateDistributionSetup(NftId distributionNftId, ISetup.DistributionSetupInfo memory setup, StateId newState) external;
     function updateDistributionSetupState(NftId distributionNftId, StateId newState) external;
 
-    function createPoolSetup(NftId distributionNftId, ISetup.PoolSetupInfo memory setup) external;
+    function createPoolSetup(NftId poolNftId, ISetup.PoolSetupInfo memory setup) external;
+    function updatePoolSetup(NftId poolNftId, ISetup.PoolSetupInfo memory setup, StateId newState) external;
+    function updatePoolSetupState(NftId poolNftId, StateId newState) external;
+
+    function createBundle(NftId bundleNftId, IBundle.BundleInfo memory bundle) external;
+    function updateBundle(NftId bundleNftId, IBundle.BundleInfo memory bundle, StateId newState) external;
+    function updateBundleState(NftId bundleNftId, StateId newState) external;
+
+    function createProductSetup(NftId productNftId, ISetup.ProductSetupInfo memory setup) external;
+    function updateProductSetup(NftId productNftId, ISetup.ProductSetupInfo memory setup, StateId newState) external;
+    function updateProductSetupState(NftId productNftId, StateId newState) external;
+
+    function createRisk(RiskId riskId, IRisk.RiskInfo memory risk) external;
+    function updateRisk(RiskId riskId, IRisk.RiskInfo memory risk, StateId newState) external;
+    function updateRiskState(RiskId riskId, StateId newState) external;
+
+    function createPolicy(NftId policyNftId, IPolicy.PolicyInfo memory policy) external;
+    function updatePolicy(NftId policyNftId, IPolicy.PolicyInfo memory policy, StateId newState) external;
+    function updatePolicyState(NftId policyNftId, StateId newState) external;
 
     function getInstanceReader() external view returns (InstanceReader);
+    function getBundleManager() external view returns (BundleManager);
 }

package/contracts/instance/IInstanceService.sol

@@ -13,6 +13,7 @@ import {IBaseComponent} from "../components/IBaseComponent.sol";
 import {AccessManagerSimple} from "./AccessManagerSimple.sol";
 import {Instance} from "./Instance.sol";
 import {InstanceReader} from "./InstanceReader.sol";
+import {BundleManager} from "./BundleManager.sol";
 
 interface IInstanceService is IService {
 
@@ -24,7 +25,8 @@ interface IInstanceService is IService {
             AccessManagerSimple clonedAccessManager, 
             Instance clonedInstance,
             NftId instanceNftId,
-            InstanceReader clonedInstanceReader
+            InstanceReader clonedInstanceReader,
+            BundleManager clonedBundleManager
         );
 }
 

package/contracts/instance/Instance.sol

@@ -15,6 +15,7 @@ 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";
@@ -26,6 +27,8 @@ 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";
 
 contract Instance is
@@ -52,9 +55,9 @@ contract Instance is
 
     AccessManagerSimple internal _accessManager;
     InstanceReader internal _instanceReader;
+    BundleManager internal _bundleManager;
 
     constructor(address accessManagerAddress, address registryAddress, NftId registryNftId)
-        AccessManagedSimple(accessManagerAddress)
     {
         initialize(accessManagerAddress, registryAddress, registryNftId, msg.sender);
     }
@@ -62,6 +65,8 @@ contract Instance is
     function initialize(address accessManagerAddress, address registryAddress, NftId registryNftId, address initialOwner) public {
         require(!_initialized, "Contract instance has already been initialized");
 
+        initializeAccessManagedSimple(accessManagerAddress);
+                
         _accessManager = AccessManagerSimple(accessManagerAddress);
         _createRole(RoleIdLib.toRoleId(ADMIN_ROLE), "AdminRole", false, false);
         _createRole(RoleIdLib.toRoleId(PUBLIC_ROLE), "PublicRole", false, false);
@@ -219,16 +224,16 @@ 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 ---------------------------------------------------//
@@ -421,15 +426,13 @@ 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)));
+    }
 
-    // TODO reactivate when services are available
-    // function getPoolService() external view returns (IPoolService) {
-    //     return PoolService(_registry.getServiceAddress("PoolService", VersionPart.wrap(3)));
-    // }
+    function getPoolService() external view returns (IPoolService) {
+        return IPoolService(_registry.getServiceAddress("PoolService", VersionPart.wrap(3)));
+    }
 
     function setInstanceReader(InstanceReader instanceReader) external restricted() {
         require(address(_instanceReader) == address(0), "InstanceReader is set");
@@ -439,4 +442,13 @@ contract Instance is
     function getInstanceReader() external view returns (InstanceReader) {
         return _instanceReader;
     }
+    
+    function setBundleManager(BundleManager bundleManager) external restricted() {
+        require(address(_bundleManager) == address(0), "BundleManager is set");
+        _bundleManager = bundleManager;
+    }
+
+    function getBundleManager() external view returns (BundleManager) {
+        return _bundleManager;
+    }
 }

package/contracts/instance/InstanceAccessManager.sol

@@ -79,9 +79,9 @@ contract InstanceAccessManager is
     AccessManagerSimple internal _accessManager;
 
     constructor(address accessManager)
-        AccessManagedSimple(accessManager)
     {
         _accessManager = AccessManagerSimple(accessManager);
+        initializeAccessManagedSimple(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/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

@@ -8,6 +8,7 @@ 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";
@@ -15,7 +16,9 @@ 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, POOL_SERVICE_ROLE, PRODUCT_SERVICE_ROLE} from "../types/RoleId.sol";
 
 contract InstanceService is Service, IInstanceService {
 
@@ -23,6 +26,7 @@ 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);
@@ -33,27 +37,101 @@ contract InstanceService is Service, IInstanceService {
         returns (
             AccessManagerSimple clonedAccessManager, 
             Instance clonedInstance,
-            NftId instanceNftId,
-            InstanceReader clonedInstanceReader
+            NftId clonedInstanceNftId,
+            InstanceReader clonedInstanceReader,
+            BundleManager clonedBundleManager
         )
     {
+        address instanceOwner = msg.sender;
         Registry registry = Registry(_registryAddress);
         NftId registryNftId = registry.getNftId(_registryAddress);
         address registryServiceAddress = registry.getServiceAddress("RegistryService", VersionLib.toVersion(3, 0, 0).toMajorPart());
         RegistryService registryService = RegistryService(registryServiceAddress);
 
+        // 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(msg.sender);
+        clonedAccessManager.initialize(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);
 
-        emit LogInstanceCloned(address(clonedAccessManager), address(clonedInstance), address(clonedInstanceReader), instanceNftId);
+        clonedBundleManager = BundleManager(Clones.clone(_instanceBundleManagerMaster));
+        clonedBundleManager.initialize(address(clonedAccessManager), _registryAddress, clonedInstanceNftId);
+        clonedInstance.setBundleManager(clonedBundleManager);
+
+        // 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), clonedInstanceNftId);
+    }
+
+    function _grantInitialAuthorizations(AccessManagerSimple 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;
+        instanceDistributionServiceSelectors[1] = clonedInstance.updateDistributionSetup.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            address(clonedInstance),
+            instanceDistributionServiceSelectors, 
+            DISTRIBUTION_SERVICE_ROLE().toInt());
+
+        // 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;
+        instancePoolServiceSelectors[2] = clonedInstance.createBundle.selector;
+        instancePoolServiceSelectors[3] = clonedInstance.updateBundle.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            address(clonedInstance),
+            instancePoolServiceSelectors, 
+            POOL_SERVICE_ROLE().toInt());
+        
+        // configure authorization for pool service on bundle manager
+        bytes4[] memory bundleManagerPoolServiceSelectors = new bytes4[](5);
+        bundleManagerPoolServiceSelectors[0] = clonedBundleManager.linkPolicy.selector;
+        bundleManagerPoolServiceSelectors[1] = clonedBundleManager.unlinkPolicy.selector;
+        bundleManagerPoolServiceSelectors[2] = clonedBundleManager.add.selector;
+        bundleManagerPoolServiceSelectors[3] = clonedBundleManager.lock.selector;
+        bundleManagerPoolServiceSelectors[4] = clonedBundleManager.unlock.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            address(clonedBundleManager),
+            bundleManagerPoolServiceSelectors, 
+            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[](9);
+        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;
+        instanceProductServiceSelectors[5] = clonedInstance.createPolicy.selector;
+        instanceProductServiceSelectors[6] = clonedInstance.updatePolicy.selector;
+        instanceProductServiceSelectors[7] = clonedInstance.updatePolicyState.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            address(clonedInstance),
+            instanceProductServiceSelectors, 
+            PRODUCT_SERVICE_ROLE().toInt());
     }
 
     function setAccessManagerMaster(address accessManagerMaster) external {
@@ -77,6 +155,13 @@ contract InstanceService is Service, IInstanceService {
         _instanceReaderMaster = instanceReaderMaster;
     }
 
+    function setBundleManagerMaster(address bundleManagerMaster) external {
+        require(
+            _instanceBundleManagerMaster == address(0),
+            "ERROR:CRD-004:BUNDLE_MANAGER_MASTER_ALREADY_SET");
+        _instanceBundleManagerMaster = bundleManagerMaster;
+    }
+
     function getInstanceReaderMaster() external view returns (address) {
         return _instanceReaderMaster;
     }
@@ -89,6 +174,10 @@ 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;
@@ -120,19 +209,24 @@ contract InstanceService is Service, IInstanceService {
 
         address initialOwner = address(0);
         (_registryAddress, initialOwner) = abi.decode(data, (address, address));
-
-        // // TODO register instance in registry  
-        IRegistry registry = IRegistry(_registryAddress);
-        NftId registryNftId = registry.getNftId(_registryAddress);
-
-        _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));
+    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);
+        AccessManagerSimple accessManager = AccessManagerSimple(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;