@etherisc/gif-next 0.0.2-ee7cb16-393 → 0.0.2-ef15ccf-423

package/contracts/instance/InstanceService.sol

@@ -2,244 +2,513 @@
 pragma solidity ^0.8.20;
 
 import {Clones} from "@openzeppelin/contracts/proxy/Clones.sol";
-import {AccessManagerUpgradeable} from "@openzeppelin/contracts-upgradeable/access/manager/AccessManagerUpgradeable.sol";
 
-import {AccessManagerUpgradeableInitializeable} from "./AccessManagerUpgradeableInitializeable.sol";
-import {InstanceAccessManager} from "./InstanceAccessManager.sol";
-import {Instance} from "./Instance.sol";
+import {IAccess} from "../authorization/IAccess.sol";
+import {IAuthorization} from "../authorization/IAuthorization.sol";
+import {IComponentService} from "../shared/IComponentService.sol";
+import {IInstance} from "./IInstance.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";
-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 {
-
-    address internal _registryAddress;
-    address internal _accessManagerMaster;
-    address internal _instanceMaster;
-    address internal _instanceReaderMaster;
-    address internal _instanceBundleManagerMaster;
+import {IRegistryService} from "../registry/IRegistryService.sol";
+import {IStakingService} from "../staking/IStakingService.sol";
+
+import {AccessManagerCloneable} from "../authorization/AccessManagerCloneable.sol";
+import {Amount} from "../type/Amount.sol";
+import {BundleSet} from "./BundleSet.sol";
+import {Instance} from "./Instance.sol";
+import {InstanceAdmin} from "./InstanceAdmin.sol";
+import {InstanceReader} from "./InstanceReader.sol";
+import {InstanceStore} from "./InstanceStore.sol";
+import {NftId} from "../type/NftId.sol";
+import {ObjectType, INSTANCE, COMPONENT, INSTANCE, REGISTRY, STAKING} from "../type/ObjectType.sol";
+import {ProductStore} from "./ProductStore.sol";
+import {RiskSet} from "./RiskSet.sol";
+import {RoleId} from "../type/RoleId.sol";
+import {Seconds} from "../type/Seconds.sol";
+import {Service} from "../shared/Service.sol";
+import {TargetManagerLib} from "../staking/TargetManagerLib.sol";
+import {UFixed} from "../type/UFixed.sol";
+import {VersionPart} from "../type/Version.sol";
+
+
+contract InstanceService is
+    Service,
+    IInstanceService
+{
 
     // TODO update to real hash when instance is stable
     bytes32 public constant INSTANCE_CREATION_CODE_HASH = bytes32(0);
-    string public constant NAME = "InstanceService";
 
-    function createInstanceClone()
+    IRegistryService internal _registryService;
+    IStakingService internal _stakingService;
+    IComponentService internal _componentService;
+
+    address internal _masterAccessManager;
+    address internal _masterInstanceAdmin;
+    address internal _masterInstance;
+    address internal _masterInstanceReader;
+    address internal _masterInstanceBundleSet;
+    address internal _masterInstanceRiskSet;
+    address internal _masterInstanceStore;
+    address internal _masterProductStore;
+
+
+    modifier onlyInstance() {
+        _checkInstance(msg.sender, getRelease());
+        _;
+    }
+
+
+    /// @inheritdoc IInstanceService
+    function createRole(
+        string memory roleName, 
+        RoleId adminRoleId,
+        uint32 maxMemberCount
+    )
+        external
+        restricted()
+        onlyInstance()
+        returns (RoleId roleId)
+    {
+        IInstance instance = IInstance(msg.sender);
+        roleId = instance.getInstanceAdmin().createRole(
+            roleName, 
+            adminRoleId, 
+            maxMemberCount);
+    }
+
+
+    /// @inheritdoc IInstanceService
+    function setRoleActive(RoleId roleId, bool active)
+        external
+        restricted()
+        onlyInstance()
+    {
+        IInstance instance = IInstance(msg.sender);
+        instance.getInstanceAdmin().setRoleActive(roleId, active);
+    }
+
+
+    /// @inheritdoc IInstanceService
+    function grantRole(RoleId roleId, address account)
+        external
+        restricted()
+        onlyInstance()
+    {
+        IInstance instance = IInstance(msg.sender);
+        instance.getInstanceAdmin().grantRole(roleId, account);
+    }
+
+
+    /// @inheritdoc IInstanceService
+    function revokeRole(RoleId roleId, address account) 
+        external 
+        restricted()
+        onlyInstance()
+    {
+        IInstance instance = IInstance(msg.sender);
+        instance.getInstanceAdmin().revokeRole(roleId, account);
+    }
+
+
+    /// @inheritdoc IInstanceService
+    function createTarget(address target, string memory name)
+        external
+        restricted()
+        onlyInstance()
+        returns (RoleId contractRoleId)
+    {
+        IInstance instance = IInstance(msg.sender);
+        return instance.getInstanceAdmin().createTarget(target, name);
+    }
+
+
+    /// @inheritdoc IInstanceService
+    function authorizeFunctions(
+        address target, 
+        RoleId roleId, 
+        IAccess.FunctionInfo[] memory functions
+    )
+        external 
+        restricted()
+        onlyInstance()
+    {
+        IInstance instance = IInstance(msg.sender);
+        return instance.getInstanceAdmin().authorizeFunctions(target, roleId, functions);
+    }
+
+
+    /// @inheritdoc IInstanceService
+    function unauthorizeFunctions(
+        address target, 
+        IAccess.FunctionInfo[] memory functions
+    )
+        external
+        restricted()
+        onlyInstance()
+    {
+        IInstance instance = IInstance(msg.sender);
+        return instance.getInstanceAdmin().unauthorizeFunctions(target, functions);
+    }
+
+
+    /// @inheritdoc IInstanceService
+    function setTargetLocked(address target, bool locked)
+        external
+        virtual
+        restricted()
+        onlyInstance()
+    {
+        address instanceAddress = msg.sender;
+        IInstance(instanceAddress).getInstanceAdmin().setTargetLocked(target, locked);
+    }
+
+
+    /// @inheritdoc IInstanceService
+    function setInstanceLocked(bool locked)
+        external
+        virtual
+        restricted()
+        onlyInstance()
+    {
+        address instanceAddress = msg.sender;
+        IInstance(instanceAddress).getInstanceAdmin().setInstanceLocked(locked);
+
+        emit LogInstanceServiceInstanceLocked(
+            getRegistry().getNftIdForAddress(instanceAddress),
+            locked);
+    }
+
+
+    /// @inheritdoc IInstanceService
+    function createInstance(bool allowAnyToken)
         external 
+        virtual
+        restricted()
         returns (
-            AccessManagerUpgradeableInitializeable clonedAccessManager, 
-            Instance clonedInstance,
-            NftId clonedInstanceNftId,
-            InstanceReader clonedInstanceReader,
-            BundleManager clonedBundleManager
+            IInstance instance,
+            NftId instanceNftId
         )
     {
+        // tx sender will become instance owner
         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 = 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);
-        clonedInstanceNftId = info.nftId;
-        
-        clonedInstanceReader = InstanceReader(Clones.clone(address(_instanceReaderMaster)));
-        clonedInstanceReader.initialize(_registryAddress, clonedInstanceNftId);
-        clonedInstance.setInstanceReader(clonedInstanceReader);
-
-        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(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;
-        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 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");
+        // create instance admin and instance
+        InstanceAdmin instanceAdmin = _cloneNewInstanceAdmin();
+        instance = _createInstance(instanceAdmin, instanceOwner, allowAnyToken);
+
+        // register cloned instance with registry
+        instanceNftId = _registryService.registerInstance(
+            instance, instanceOwner).nftId;
+
+        // MUST be set after instance is set up and registered
+        IAuthorization instanceAuthorization = InstanceAdmin(_masterInstanceAdmin).getInstanceAuthorization();
+        instanceAdmin.completeSetup(
+            address(getRegistry()),
+            address(instanceAuthorization),
+            getRelease(),
+            address(instance));
+
+        // hard checks for newly cloned instance
+        assert(address(instance.getRegistry()) == address(getRegistry()));
+        assert(instance.getRelease() == getRelease());
+
+        // register cloned instance as staking target
+        _stakingService.createInstanceTarget(
+            instanceNftId,
+            TargetManagerLib.getDefaultLockingPeriod(),
+            TargetManagerLib.getDefaultRewardRate());
+
+        emit LogInstanceServiceInstanceCreated(
+            instanceNftId,
+            address(instance));
+    }
 
-        _accessManagerMaster = accessManagerAddress;
-        _instanceMaster = instanceAddress;
-        _instanceReaderMaster = instanceReaderAddress;
-        _instanceBundleManagerMaster = bundleManagerAddress;
+
+    function setStakingLockingPeriod(Seconds stakeLockingPeriod)
+        external
+        virtual
+        restricted()
+        onlyInstance()
+    {
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
+        _stakingService.setInstanceLockingPeriod(
+            instanceNftId,
+            stakeLockingPeriod);
     }
 
-    function setMasterInstanceReader(address instanceReaderAddress) external onlyOwner {
-        require(_instanceReaderMaster != address(0), "ERROR:CRD-003:INSTANCE_READER_MASTER_NOT_SET");
-        require (instanceReaderAddress != address(0), "ERROR:CRD-012:INSTANCE_READER_ZERO");
-        require(instanceReaderAddress != _instanceReaderMaster, "ERROR:CRD-014:INSTANCE_READER_MASTER_SAME_AS_NEW");
 
-        InstanceReader instanceReader = InstanceReader(instanceReaderAddress);
-        require(instanceReader.getInstanceNftId() == Instance(_instanceMaster).getNftId(), "ERROR:CRD-015:INSTANCE_READER_INSTANCE_MISMATCH");
+    function setStakingRewardRate(UFixed rewardRate)
+        external
+        virtual
+        restricted()
+        onlyInstance()
+    {
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
+        _stakingService.setInstanceRewardRate(
+            instanceNftId,
+            rewardRate);
+    }
+
+    function setStakingMaxAmount(Amount maxStakedAmount)
+        external
+        virtual
+        restricted()
+        onlyInstance()
+    {
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
+        _stakingService.setInstanceMaxStakedAmount(
+            instanceNftId,
+            maxStakedAmount);
+    }    
+
+
+    function refillInstanceRewardReserves(address rewardProvider, Amount dipAmount)
+        external
+        virtual
+        restricted()
+        onlyInstance()
+        returns (Amount newBalance)
+    {
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
+        newBalance = _stakingService.refillInstanceRewardReserves(
+            instanceNftId,
+            rewardProvider,
+            dipAmount);
+    }
 
-        _instanceReaderMaster = instanceReaderAddress;
+
+    function withdrawInstanceRewardReserves(Amount dipAmount)
+        external
+        virtual
+        restricted()
+        onlyInstance()
+        returns (Amount newBalance)
+    {
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
+        newBalance = _stakingService.withdrawInstanceRewardReserves(
+            instanceNftId,
+            dipAmount);
     }
 
-    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 upgradeInstanceReader() 
+        external 
+        virtual
+        restricted()
+        onlyInstance()
+    {
+        address instanceAddress = msg.sender;
+        IInstance instance = IInstance(msg.sender);
+        
+        InstanceReader upgradedInstanceReaderClone = InstanceReader(
+            Clones.clone(address(_masterInstanceReader)));
+
+        upgradedInstanceReaderClone.initializeWithInstance(instanceAddress);
+        instance.setInstanceReader(upgradedInstanceReaderClone);
+
+        emit LogInstanceServiceInstanceReaderUpgraded(
+            getRegistry().getNftIdForAddress(instanceAddress),
+            address(upgradedInstanceReaderClone));
+    }
+
+
+    function setAndRegisterMasterInstance(address instanceAddress)
+        external 
+        virtual
+        onlyOwner()
+        returns(NftId masterInstanceNftId)
+    {
+        if(_masterInstance != address(0)) { revert ErrorInstanceServiceMasterInstanceAlreadySet(); }
+        if(_masterInstanceAdmin != address(0)) { revert ErrorInstanceServiceMasterInstanceAdminAlreadySet(); }
+        if(_masterInstanceBundleSet != address(0)) { revert ErrorInstanceServiceMasterBundleSetAlreadySet(); }
+        if(_masterInstanceRiskSet != address(0)) { revert ErrorInstanceServiceMasterRiskSetAlreadySet(); }
+        if(instanceAddress == address(0)) { revert ErrorInstanceServiceInstanceAddressZero(); }
+
+        {
+            IInstance instance = IInstance(instanceAddress);
+            address accessManagerAddress = instance.authority();
+            InstanceAdmin instanceAdmin = instance.getInstanceAdmin();
+            address instanceAdminAddress = address(instanceAdmin);
+            InstanceReader instanceReader = instance.getInstanceReader();
+            address instanceReaderAddress = address(instanceReader);
+            BundleSet bundleSet = instance.getBundleSet();
+            address bundleSetAddress = address(bundleSet);
+            RiskSet riskSet = instance.getRiskSet();
+            address riskSetAddress = address(riskSet);
+            InstanceStore instanceStore = instance.getInstanceStore();
+            address instanceStoreAddress = address(instanceStore);
+            ProductStore productStore = instance.getProductStore();
+            address productStoreAddress = address(productStore);
+
+            if(accessManagerAddress == address(0)) { revert ErrorInstanceServiceAccessManagerZero(); }
+            if(instanceAdminAddress == address(0)) { revert ErrorInstanceServiceInstanceAdminZero(); }
+            if(instanceReaderAddress == address(0)) { revert ErrorInstanceServiceInstanceReaderZero(); }
+            if(bundleSetAddress == address(0)) { revert ErrorInstanceServiceBundleSetZero(); }
+            if(riskSetAddress == address(0)) { revert ErrorInstanceServiceRiskSetZero(); }
+            if(instanceStoreAddress == address(0)) { revert ErrorInstanceServiceInstanceStoreZero(); }
+            if(productStoreAddress == address(0)) { revert ErrorInstanceServiceProductStoreZero(); } // TODO: rename exception
+            
+            if(instance.authority() != instanceAdmin.authority()) { revert ErrorInstanceServiceInstanceAuthorityMismatch(); }
+            if(bundleSet.authority() != instanceAdmin.authority()) { revert ErrorInstanceServiceBundleSetAuthorityMismatch(); }
+            if(riskSet.authority() != instanceAdmin.authority()) { revert ErrorInstanceServiceRiskSetAuthorityMismatch(); }
+            if(instanceStore.authority() != instanceAdmin.authority()) { revert ErrorInstanceServiceInstanceStoreAuthorityMismatch(); }
+            if(productStore.authority() != instanceAdmin.authority()) { revert ErrorInstanceServiceProductStoreAuthorityMismatch(); } 
+            if(bundleSet.getInstanceAddress() != address(instance)) { revert ErrorInstanceServiceBundleSetInstanceMismatch(); }
+            if(riskSet.getInstanceAddress() != address(instance)) { revert ErrorInstanceServiceRiskSetInstanceMismatch(); }
+            if(instanceReader.getInstance() != instance) { revert ErrorInstanceServiceInstanceReaderInstanceMismatch2(); }
+
+            _masterAccessManager = accessManagerAddress;
+            _masterInstanceAdmin = instanceAdminAddress;
+            _masterInstance = instanceAddress;
+            _masterInstanceReader = instanceReaderAddress;
+            _masterInstanceBundleSet = bundleSetAddress;
+            _masterInstanceRiskSet = riskSetAddress;
+            _masterInstanceStore = instanceStoreAddress;
+            _masterProductStore = productStoreAddress;
+        }
+        
+        {
+            IInstance masterInstance = IInstance(_masterInstance);
+            IRegistry.ObjectInfo memory info = _registryService.registerInstance(masterInstance, getOwner());
+            masterInstanceNftId = info.nftId;
+        }
     }
 
-    function getInstanceReaderMaster() external view returns (address) {
-        return _instanceReaderMaster;
+
+    function upgradeMasterInstanceReader(address instanceReaderAddress)
+        external
+        virtual
+        onlyOwner
+    {
+        if(_masterInstanceReader == address(0)) { revert ErrorInstanceServiceMasterInstanceReaderNotSet(); }
+        if(instanceReaderAddress == address(0)) { revert ErrorInstanceServiceInstanceReaderAddressZero(); }
+        if(instanceReaderAddress == _masterInstanceReader) { revert ErrorInstanceServiceInstanceReaderSameAsMasterInstanceReader(); }
+
+        InstanceReader instanceReader = InstanceReader(instanceReaderAddress);
+        if(instanceReader.getInstance() != IInstance(_masterInstance)) { revert ErrorInstanceServiceInstanceReaderInstanceMismatch(); }
+
+        _masterInstanceReader = instanceReaderAddress;
+
+        emit LogInstanceServiceMasterInstanceReaderUpgraded(
+            getRegistry().getNftIdForAddress(_masterInstance),
+            instanceReaderAddress);
     }
 
-    function getInstanceMaster() external view returns (address) {
-        return _instanceMaster;
+    function getMasterInstanceReader() external virtual view returns (address) {
+        return _masterInstanceReader;
     }
 
-    function getAccessManagerMaster() external view returns (address) {
-        return _accessManagerMaster;
+    //--- internal functions --------------------------------------------------------//
+
+    /// @dev create new cloned instance admin
+    /// function used to setup a new instance
+    function _cloneNewInstanceAdmin()
+        internal
+        virtual
+        returns (InstanceAdmin clonedAdmin)
+    {
+        // clone instance specific access manager
+        AccessManagerCloneable clonedAccessManager = AccessManagerCloneable(
+            Clones.clone(
+                InstanceAdmin(_masterInstanceAdmin).authority()));
+        
+        // set up the instance admin
+        clonedAdmin = InstanceAdmin(
+            Clones.clone(_masterInstanceAdmin));
+
+        clonedAdmin.initialize(
+            address(clonedAccessManager),
+            "InstanceAdmin");
     }
 
-    function getBundleManagerMaster() external view returns (address) {
-        return _instanceBundleManagerMaster;
+
+    /// @dev create new cloned instance
+    /// function used to setup a new instance
+    function _createInstance(
+        InstanceAdmin instanceAdmin,
+        address instanceOwner,
+        bool allowAnyToken
+    )
+        internal
+        virtual
+        returns (IInstance)
+    {
+        // clone instance
+        Instance clonedInstance = Instance(Clones.clone(_masterInstance));
+        clonedInstance.initialize(
+            IInstance.InstanceContracts({
+                instanceAdmin: instanceAdmin,
+                instanceStore: InstanceStore(Clones.clone(address(_masterInstanceStore))),
+                productStore: ProductStore(Clones.clone(address(_masterProductStore))),
+                bundleSet: BundleSet(Clones.clone(_masterInstanceBundleSet)),
+                riskSet: RiskSet(Clones.clone(_masterInstanceRiskSet)),
+                instanceReader: InstanceReader(Clones.clone(address(_masterInstanceReader)))
+            }),
+            getRegistry(),
+            getRelease(),
+            instanceOwner,
+            allowAnyToken);
+
+        return clonedInstance;
     }
 
-    // From IService
-    function getName() public pure override(IService, Service) returns(string memory) {
-        return NAME;
-    }
-    
-    /// @dev top level initializer
-    // 1) registry is non upgradeable -> don't need a proxy and uses constructor !
-    // 2) deploy registry service first -> from its initialization func it is easier to deploy registry then vice versa
-    // 3) deploy registry -> pass registry service address as constructor argument
-    // registry is getting instantiated and locked to registry service address forever
+
+    /// @dev top level initializer (upgradable contract)
     function _initialize(
         address owner, 
         bytes memory data
     )
         internal
-        initializer
         virtual override
+        initializer()
     {
-        // bytes memory encodedConstructorArguments = abi.encode(
-        //     _registryAddress);
+        (
+            address authority,
+            address registry
+        ) = abi.decode(data, (address, address));
 
-        // bytes memory instanceCreationCode = ContractDeployerLib.getCreationCode(
-        //     instanceByteCodeWithInitCode,
-        //     encodedConstructorArguments);
+        __Service_init(authority, registry, owner);
 
-        // address instanceAddress = ContractDeployerLib.deploy(
-        //     instanceCreationCode,
-        //     INSTANCE_CREATION_CODE_HASH);
+        _registryService = IRegistryService(_getServiceAddress(REGISTRY()));
+        _stakingService = IStakingService(_getServiceAddress(STAKING()));
+        _componentService = IComponentService(_getServiceAddress(COMPONENT()));
 
-        address initialOwner = address(0);
-        (_registryAddress, initialOwner) = abi.decode(data, (address, address));
-        // 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 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 _checkInstance(
+        address instanceAddress,
+        VersionPart expectedRelease
+    )
+        internal
+        virtual
+        view
+    {
+        IRegistry registry = getRegistry();
+
+        NftId instanceNftId = registry.getNftIdForAddress(instanceAddress);
+        if (instanceNftId.eqz()) {
+            revert ErrorInstanceServiceNotRegistered(instanceAddress);
+        }
+
+        ObjectType objectType = registry.getObjectInfo(instanceNftId).objectType;
+        if (objectType != INSTANCE()) {
+            revert ErrorInstanceServiceNotInstance(instanceAddress, objectType);
+        }
+
+        if (expectedRelease.gtz()) {
+            VersionPart instanceRelease = IInstance(instanceAddress).getRelease();
+            if (instanceRelease != expectedRelease) {
+                revert ErrorInstanceServiceInstanceVersionMismatch(instanceNftId, expectedRelease, instanceRelease);
+            }
+        }
     }
-}
 
+
+    // From IService
+    function _getDomain() internal pure override returns(ObjectType) {
+        return INSTANCE();
+    }
+}