@etherisc/gif-next 0.0.2-f080b71-868 → 0.0.2-f08528a-758

package/contracts/pool/BundleService.sol

@@ -0,0 +1,296 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {IBundle} from "../instance/module/IBundle.sol";
+import {IComponents} from "../instance/module/IComponents.sol";
+import {IComponentService} from "../shared/IComponentService.sol";
+import {IRegistry} from "../registry/IRegistry.sol";
+import {IInstance} from "../instance/IInstance.sol";
+import {InstanceStore} from "../instance/InstanceStore.sol";
+import {IPolicy} from "../instance/module/IPolicy.sol";
+
+import {IVersionable} from "../shared/IVersionable.sol";
+import {INftOwnable} from "../shared/INftOwnable.sol";
+import {NftId, NftIdLib} from "../type/NftId.sol";
+import {ObjectType, COMPONENT, POOL, BUNDLE, REGISTRY} from "../type/ObjectType.sol";
+import {POOL_OWNER_ROLE, RoleId} from "../type/RoleId.sol";
+import {Pool} from "./Pool.sol";
+
+import {Amount, AmountLib} from "../type/Amount.sol";
+import {Fee, FeeLib} from "../type/Fee.sol";
+import {StateId, ACTIVE, PAUSED, CLOSED, KEEP_STATE} from "../type/StateId.sol";
+import {Seconds} from "../type/Seconds.sol";
+import {TimestampLib, zeroTimestamp} from "../type/Timestamp.sol";
+import {Version, VersionLib} from "../type/Version.sol";
+import {Versionable} from "../shared/Versionable.sol";
+
+import {IService} from "../shared/IService.sol";
+import {Service} from "../shared/Service.sol";
+import {BundleManager} from "../instance/BundleManager.sol";
+import {ComponentVerifyingService} from "../shared/ComponentVerifyingService.sol";
+import {IBundleService} from "./IBundleService.sol";
+import {IRegistryService} from "../registry/IRegistryService.sol";
+import {InstanceService} from "../instance/InstanceService.sol";
+import {InstanceReader} from "../instance/InstanceReader.sol";
+
+string constant BUNDLE_SERVICE_NAME = "BundleService";
+
+contract BundleService is 
+    ComponentVerifyingService, 
+    IBundleService 
+{
+    using NftIdLib for NftId;
+
+    string public constant NAME = "BundleService";
+
+    address private _registryAddress;
+    IRegistryService private _registryService;
+    IComponentService private _componentService;
+
+    function _initialize(
+        address owner, 
+        bytes memory data
+    )
+        internal
+        initializer
+        virtual override
+    {
+        address registryAddress;
+        address initialOwner;
+        (registryAddress, initialOwner) = abi.decode(data, (address, address));
+        // TODO while PoolService is not deployed in PoolServiceManager constructor
+        //      owner is PoolServiceManager deployer
+        initializeService(registryAddress, address(0), owner);
+
+        _registryService = IRegistryService(_getServiceAddress(REGISTRY()));
+        _componentService = IComponentService(_getServiceAddress(COMPONENT()));
+
+        registerInterface(type(IBundleService).interfaceId);
+    }
+
+
+    function setFee(
+        NftId bundleNftId,
+        Fee memory fee
+    )
+        external
+        virtual
+    {
+        (NftId poolNftId,, IInstance instance) = _getAndVerifyActiveComponent(POOL());
+        InstanceReader instanceReader = instance.getInstanceReader();
+        IBundle.BundleInfo memory bundleInfo = instanceReader.getBundleInfo(bundleNftId);
+        if(bundleInfo.poolNftId.eqz()) {
+            revert ErrorBundleServiceBundleUnknown(bundleNftId);
+        }
+
+        if(bundleInfo.poolNftId != poolNftId) {
+            revert ErrorBundleServiceBundlePoolMismatch(bundleNftId, bundleInfo.poolNftId, poolNftId);
+        }
+
+        bundleInfo.fee = fee;
+        instance.getInstanceStore().updateBundle(bundleNftId, bundleInfo, KEEP_STATE());
+    }
+
+
+    function create(
+        IInstance instance,
+        NftId poolNftId,
+        address owner, 
+        Fee memory bundleFee, 
+        Amount stakingAmount, 
+        Seconds lifetime, 
+        bytes calldata filter
+    )
+        external
+        override
+        restricted
+        returns(NftId bundleNftId)
+    {
+        // register bundle with registry
+        bundleNftId = _registryService.registerBundle(
+            IRegistry.ObjectInfo(
+                NftIdLib.zero(), 
+                poolNftId,
+                BUNDLE(),
+                false, // intercepting property for bundles is defined on pool
+                address(0),
+                owner,
+                "" // bundle data to be stored in registry
+            )
+        );
+
+        // create bundle info in instance
+        InstanceStore instanceStore = instance.getInstanceStore();
+        instanceStore.createBundle(
+            bundleNftId, 
+            IBundle.BundleInfo(
+                poolNftId,
+                bundleFee,
+                filter,
+                lifetime,
+                TimestampLib.blockTimestamp().addSeconds(lifetime),
+                zeroTimestamp()));
+
+        // bundle book keeping
+        _componentService.increaseBundleBalance(
+            instanceStore, 
+            bundleNftId, 
+            stakingAmount, 
+            AmountLib.zero()); // fee amount
+
+        // put bundle under bundle managemet
+        BundleManager bundleManager = instance.getBundleManager();
+        bundleManager.add(bundleNftId);
+
+        // TODO add logging
+    }
+
+
+    // the bundle MUST be unlocked (active) for linking (underwriting) and registered with this instance
+    function lockCollateral(
+        IInstance instance,
+        NftId policyNftId, 
+        NftId bundleNftId, 
+        Amount collateralAmount // required local amount to collateralize policy
+    ) 
+        external
+        virtual
+        restricted()
+    {
+        InstanceReader instanceReader = instance.getInstanceReader();
+        StateId bundleState = instanceReader.getMetadata(bundleNftId.toKey32(BUNDLE())).state;
+        IBundle.BundleInfo memory bundleInfo = instanceReader.getBundleInfo(bundleNftId);
+
+        // ensure bundle is active and not yet expired
+        if(bundleState != ACTIVE() || bundleInfo.expiredAt < TimestampLib.blockTimestamp()) {
+            revert ErrorBundleServiceBundleNotOpen(bundleNftId, bundleState, bundleInfo.expiredAt);
+        }
+
+        // ensure bundle capacity is sufficent to collateralize policy
+        InstanceStore instanceStore = instance.getInstanceStore();
+        (
+            Amount balanceAmount,
+            Amount lockedAmount,
+            Amount feeAmount
+        ) = instanceStore.getAmounts(bundleNftId);
+
+        Amount capacity = balanceAmount - (lockedAmount + feeAmount);
+        if(capacity < collateralAmount) {
+            revert ErrorBundleServiceCapacityInsufficient(bundleNftId, capacity, collateralAmount);
+        }
+
+        // updated locked amount
+        instanceStore.increaseLocked(bundleNftId, collateralAmount);
+        
+        // link policy to bundle in bundle manger
+        _linkPolicy(instance, policyNftId);
+    }
+
+
+    function lock(NftId bundleNftId) 
+        external
+        virtual
+    {
+        (,, IInstance instance) = _getAndVerifyActiveComponent(POOL());
+
+        // udpate bundle state
+        instance.getInstanceStore().updateBundleState(bundleNftId, PAUSED());
+
+        // update set of active bundles
+        BundleManager bundleManager = instance.getBundleManager();
+        bundleManager.lock(bundleNftId);
+
+        emit LogBundleServiceBundleLocked(bundleNftId);
+    }
+
+
+    function unlock(NftId bundleNftId) 
+        external
+        virtual
+    {
+        (,, IInstance instance) = _getAndVerifyActiveComponent(POOL());
+
+        // udpate bundle state
+        instance.getInstanceStore().updateBundleState(bundleNftId, ACTIVE());
+
+        // update set of active bundles
+        BundleManager bundleManager = instance.getBundleManager();
+        bundleManager.unlock(bundleNftId);
+
+        emit LogBundleServiceBundleActivated(bundleNftId);
+    }
+
+
+    function close(
+        IInstance instance,
+        NftId bundleNftId
+    ) 
+        external
+        virtual
+        restricted
+    {
+        // udpate bundle state
+        instance.getInstanceStore().updateBundleState(bundleNftId, CLOSED());
+
+        // ensure no open policies attached to bundle
+        BundleManager bundleManager = instance.getBundleManager();
+        uint256 openPolicies = bundleManager.activePolicies(bundleNftId);
+        if(openPolicies > 0) {
+            revert ErrorBundleServiceBundleWithOpenPolicies(bundleNftId, openPolicies);
+        }
+
+        // update set of active bundles
+        bundleManager.lock(bundleNftId);
+    }
+
+
+    function releaseCollateral(
+        IInstance instance,
+        NftId policyNftId, 
+        NftId bundleNftId, 
+        Amount collateralAmount
+    ) 
+        external
+        virtual
+        restricted()
+    {
+        instance.getInstanceStore().decreaseLocked(bundleNftId, collateralAmount);
+    }
+
+    /// @dev unlinks policy from bundle
+    function unlinkPolicy(
+        IInstance instance, 
+        NftId policyNftId
+    ) 
+        external
+        virtual
+        restricted
+    {
+        // ensure policy is closeable
+        if (!instance.getInstanceReader().policyIsCloseable(policyNftId)) {
+            revert ErrorBundleServicePolicyNotCloseable(policyNftId);
+        }
+
+        instance.getBundleManager().unlinkPolicy(policyNftId);
+    }
+
+    /// @dev links policy to bundle
+    function _linkPolicy(IInstance instance, NftId policyNftId) 
+        internal
+    {
+        InstanceReader instanceReader = instance.getInstanceReader();
+        IPolicy.PolicyInfo memory policyInfo = instanceReader.getPolicyInfo(policyNftId);
+
+        // ensure policy has not yet been activated in a previous tx already
+        if (policyInfo.activatedAt.gtz() && policyInfo.activatedAt < TimestampLib.blockTimestamp()) {
+            revert BundleManager.ErrorBundleManagerPolicyAlreadyActivated(policyNftId);
+        }
+        
+        BundleManager bundleManager = instance.getBundleManager();
+        bundleManager.linkPolicy(policyNftId);
+    }
+
+    function _getDomain() internal pure override returns(ObjectType) {
+        return BUNDLE();
+    }
+}

package/contracts/pool/BundleServiceManager.sol

@@ -0,0 +1,42 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {IVersionable} from "../shared/IVersionable.sol";
+import {ProxyManager} from "../shared/ProxyManager.sol";
+import {BundleService} from "./BundleService.sol";
+import {Registry} from "../registry/Registry.sol";
+import {RegistryService} from "../registry/RegistryService.sol";
+import {ObjectType, REGISTRY} from "../type/ObjectType.sol";
+
+contract BundleServiceManager is ProxyManager {
+
+    BundleService private _bundleService;
+
+    /// @dev initializes proxy manager with pool service implementation 
+    constructor(
+        address authority, 
+        address registryAddress,
+        bytes32 salt
+    ) 
+        ProxyManager(registryAddress)
+    {
+        BundleService bundleSrv = new BundleService{salt: salt}();
+        bytes memory data = abi.encode(registryAddress, address(this), authority);
+        IVersionable versionable = deployDetermenistic(
+            address(bundleSrv), 
+            data,
+            salt);
+
+        _bundleService = BundleService(address(versionable));
+    }
+
+    //--- view functions ----------------------------------------------------//
+    function getBundleService()
+        external
+        view
+        returns (BundleService)
+    {
+        return _bundleService;
+    }
+
+}

package/contracts/{instance/service → pool}/IBundleService.sol

@@ -1,27 +1,31 @@
 // SPDX-License-Identifier: Apache-2.0
-pragma solidity ^0.8.19;
-
-import {Amount} from "../../types/Amount.sol";
-import {NftId} from "../../types/NftId.sol";
-import {Fee} from "../../types/Fee.sol";
-import {IService} from "../../shared/IService.sol";
-import {IBundle} from "../module/IBundle.sol";
-import {IInstance} from "../../instance/IInstance.sol";
-import {Seconds} from "../../types/Seconds.sol";
-import {StateId} from "../../types/StateId.sol";
-import {Timestamp} from "../../types/Timestamp.sol";
+pragma solidity ^0.8.20;
+
+import {Amount} from "../type/Amount.sol";
+import {NftId} from "../type/NftId.sol";
+import {Fee} from "../type/Fee.sol";
+import {IService} from "../shared/IService.sol";
+import {IBundle} from "../instance/module/IBundle.sol";
+import {IInstance} from "../instance/IInstance.sol";
+import {Seconds} from "../type/Seconds.sol";
+import {StateId} from "../type/StateId.sol";
+import {Timestamp} from "../type/Timestamp.sol";
 
 interface IBundleService is IService {
 
     event LogBundleServiceBundleActivated(NftId bundleNftId);
     event LogBundleServiceBundleLocked(NftId bundleNftId);
 
-    error ErrorBundleServiceBundlePoolMismatch(NftId bundleNftId, NftId bundlePoolNftId, NftId poolNftId);
-    error ErrorBundleServiceInsufficientAllowance(address bundleOwner, address tokenHandlerAddress, uint256 amount);
+    error ErrorBundleServiceInsufficientAllowance(address bundleOwner, address tokenHandlerAddress, Amount amount);
     error ErrorBundleServiceBundleNotOpen(NftId bundleNftId, StateId state, Timestamp expiredAt);
-    error ErrorBundleServiceCapacityInsufficient(NftId bundleNftId, uint capacityAmount, uint collateralAmount);
+    error ErrorBundleServiceCapacityInsufficient(NftId bundleNftId, Amount capacityAmount, Amount collateralAmount);
     error ErrorBundleServiceBundleWithOpenPolicies(NftId bundleNftId, uint256 openPoliciesCount);
 
+    error ErrorBundleServiceBundleUnknown(NftId bundleNftId);
+    error ErrorBundleServiceBundlePoolMismatch(NftId bundleNftId, NftId expectedPool, NftId actualPool);
+
+    error ErrorBundleServicePolicyNotCloseable(NftId policyNftId);
+
     /// @dev create a new bundle for the specified attributes
     /// may only be called by pool service
     function create(
@@ -36,6 +40,13 @@ interface IBundleService is IService {
         external 
         returns(NftId bundleNftId); // the nft id of the newly created bundle
 
+
+    /// @dev increase bundle stakes by the specified amount
+    /// may only be called by the bundle owner
+    // function stake(NftId bundleNftId, uint256 amount) external returns(uint256 netAmount);
+
+    // function unstake(NftId bundleNftId, uint256 amount) external returns(uint256 netAmount);
+
     /// @dev locks the specified bundle, locked bundles are not available to collateralize new policies
     /// only active bundles may be locked
     /// may only be called by registered and unlocked pool components
@@ -69,11 +80,10 @@ interface IBundleService is IService {
     /// the premium (minus bundle fee) is added to the bundle capital
     /// may only be called by pool service
     function lockCollateral(
-        IInstance instanceNftId, 
+        IInstance instance, 
         NftId policyNftId, 
         NftId bundleNftId, 
-        uint256 collateralAmount, 
-        uint256 premium // premium amount after pool fee
+        Amount collateralAmount
     ) external;
 
 
@@ -83,12 +93,14 @@ interface IBundleService is IService {
         IInstance instance, 
         NftId policyNftId, 
         NftId bundleNftId, 
-        uint256 collateralAmount
+        Amount collateralAmount
     ) external;
 
-    function increaseBalance(IInstance instance, NftId bundleNftId,  uint256 amount) external;
-
-    // function stake(NftId bundleNftId, uint256 amount) external returns(uint256 netAmount);
-
-    // function unstake(NftId bundleNftId, uint256 amount) external returns(uint256 netAmount);
+    /// @dev unlink policy from bundle
+    /// policy may only be unlinked if policy is closeable
+    /// may only be called by pool service
+    function unlinkPolicy(
+        IInstance instance, 
+        NftId policyNftId
+    ) external;
 }

package/contracts/pool/IPoolComponent.sol

@@ -0,0 +1,52 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {Amount} from "../type/Amount.sol";
+import {Fee} from "../type/Fee.sol";
+import {IInstanceLinkedComponent} from "../shared/IInstanceLinkedComponent.sol";
+import {IComponents} from "../instance/module/IComponents.sol";
+import {NftId} from "../type/NftId.sol";
+import {RoleId} from "../type/RoleId.sol";
+import {Seconds} from "../type/Seconds.sol";
+import {UFixed} from "../type/UFixed.sol";
+
+/// @dev pool components hold and manage the collateral to cover active policies
+/// pools come in different flavors
+interface IPoolComponent is IInstanceLinkedComponent {
+
+    error ErrorPoolNotBundleOwner(NftId bundleNftId, address caller);
+    error ErrorPoolNotPoolService(address caller);
+    error ErrorPoolApplicationBundleMismatch(NftId applicationNftId);
+
+    event LogPoolVerifiedByPool(address pool, NftId applicationNftId, Amount collateralizationAmount);
+
+    /// @dev this is a callback function that is called by the product service when underwriting a policy.
+    /// the pool has the option to check the details and object to underwriting by reverting.
+    /// the function is only called for "active" pools that ask to be involved/notified
+    /// by product related state changes.
+    function verifyApplication(
+        NftId applicationNftId, 
+        bytes memory applicationData,
+        NftId bundleNftId, 
+        bytes memory bundleFilter,
+        Amount collateralizationAmount
+    ) external;
+
+    /// @dev returns true iff the application matches with the bundle 
+    /// this is a callback function that is only called if a pool declares itself as a verifying pool
+    /// default implementation returns true
+    function applicationMatchesBundle(
+        NftId applicationNftId, 
+        bytes memory applicationData,
+        NftId bundleNftId, 
+        bytes memory bundleFilter,
+        Amount collateralizationAmount
+    )
+        external
+        view
+        returns (bool isMatching);
+
+    /// @dev returns initial pool specific infos for this pool
+    function getInitialPoolInfo() external view returns (IComponents.PoolInfo memory info);
+
+}

package/contracts/{instance/service → pool}/IPoolService.sol

@@ -1,37 +1,37 @@
 // SPDX-License-Identifier: Apache-2.0
-pragma solidity ^0.8.19;
-
-import {Amount} from "../../types/Amount.sol";
-import {Fee} from "../../types/Fee.sol";
-import {NftId} from "../../types/NftId.sol";
-import {IBundle} from "../module/IBundle.sol";
-import {IInstance} from "../../instance/IInstance.sol";
-import {IPolicy} from "../module/IPolicy.sol";
-import {IService} from "../../shared/IService.sol";
-import {RoleId} from "../../types/RoleId.sol";
-import {Seconds} from "../../types/Seconds.sol";
-import {StateId} from "../../types/StateId.sol";
+pragma solidity ^0.8.20;
+
+import {Amount} from "../type/Amount.sol";
+import {Fee} from "../type/Fee.sol";
+import {NftId} from "../type/NftId.sol";
+import {PayoutId} from "../type/PayoutId.sol";
+import {IBundle} from "../instance/module/IBundle.sol";
+import {IInstance} from "../instance/IInstance.sol";
+import {InstanceReader} from "../instance/InstanceReader.sol";
+import {IPolicy} from "../instance/module/IPolicy.sol";
+import {IService} from "../shared/IService.sol";
+import {RoleId} from "../type/RoleId.sol";
+import {Seconds} from "../type/Seconds.sol";
+import {StateId} from "../type/StateId.sol";
+import {UFixed} from "../type/UFixed.sol";
 
 interface IPoolService is IService {
 
-    event LogPoolServiceMaxCapitalAmountUpdated(NftId poolNftId, uint256 previousMaxCapitalAmount, uint256 currentMaxCapitalAmount);
+    event LogPoolServiceMaxCapitalAmountUpdated(NftId poolNftId, Amount previousMaxCapitalAmount, Amount currentMaxCapitalAmount);
     event LogPoolServiceBundleOwnerRoleSet(NftId poolNftId, RoleId bundleOwnerRole);
 
     event LogPoolServiceBundleCreated(NftId instanceNftId, NftId poolNftId, NftId bundleNftId);
     event LogPoolServiceBundleClosed(NftId instanceNftId, NftId poolNftId, NftId bundleNftId);
 
     error ErrorPoolServiceBundleOwnerRoleAlreadySet(NftId poolNftId);
-    error ErrorPoolServiceBundlePoolMismatch(NftId bundlePoolNftId, NftId productPoolNftId);
-
-    /// @dev registers a new pool with the registry service
-    function register(address poolAddress) external returns(NftId);
+    error ErrorPoolServiceInvalidTransferAmount(Amount expectedAmount, Amount actualAmount);
 
     /// @dev defines the required role for bundle owners for the calling pool
     /// default implementation returns PUBLIC ROLE
     function setBundleOwnerRole(RoleId bundleOwnerRole) external;
 
     /// @dev sets the max capital amount for the calling pool
-    function setMaxCapitalAmount(uint256 maxCapitalAmount) external;
+    function setMaxCapitalAmount(Amount maxCapitalAmount) external;
 
     /// @dev set pool sepecific fees
     function setFees(
@@ -48,22 +48,41 @@ interface IPoolService is IService {
     /// may only be called by the policy service for unlocked pool components
     function lockCollateral(
         IInstance instance, 
+        address token,
         NftId productNftId,
         NftId applicationNftId,
-        IPolicy.PolicyInfo memory applicationInfo,
-        uint256 premiumAmount
-    ) external;
+        NftId bundleNftId,
+        Amount sumInsuredAmount // premium amount after product and distribution fees
+    )
+        external
+        returns (
+            Amount localCollateralAmount,
+            Amount totalCollateralAmount
+        );
 
 
     /// @dev releases the remaining collateral linked to the specified policy
     /// may only be called by the policy service for unlocked pool components
     function releaseCollateral(
         IInstance instance, 
+        address token,
         NftId policyNftId, 
         IPolicy.PolicyInfo memory policyInfo
     ) external;
 
 
+    /// @dev reduces the locked collateral in the bundle associated with the specified policy
+    /// every payout of a policy reduces the collateral by the payout amount
+    /// may only be called by the claim service for unlocked pool components
+    function reduceCollateral(
+        IInstance instance, 
+        address token,
+        NftId policyNftId, 
+        IPolicy.PolicyInfo memory policyInfo,
+        Amount payoutAmount
+    ) external;
+
+
     /// @dev create a new bundle for the provided parameters
     /// staking fees will be deducted by the pool service from the staking amount
     /// may only be called by registered and unlocked pool components
@@ -86,6 +105,9 @@ interface IPoolService is IService {
     function closeBundle(NftId bundleNftId) external;
 
 
+    /// @dev processes the sale of a bundle and track the pool fee and bundle fee amounts
+    function processSale(NftId bundleNftId, IPolicy.Premium memory premium) external;
+
     /// @dev increase stakes for bundle
     /// staking fees will be deducted by the pool service from the staking amount
     /// may only be called by registered and unlocked pool components
@@ -96,4 +118,33 @@ interface IPoolService is IService {
     /// performance fees will be deducted by the pool service from the staking amount
     /// may only be called by registered and unlocked pool components
     // function unstake(NftId bundleNftId, uint256 amount) external returns(uint256 netAmount);
+
+
+    /// @dev calulate required collateral for the provided parameters
+    function calculateRequiredCollateral(
+        InstanceReader instanceReader,
+        NftId productNftId, 
+        Amount sumInsuredAmount
+    )
+        external
+        view 
+        returns(
+            Amount localCollateralAmount,
+            Amount totalCollateralAmount
+        );
+
+
+    /// @dev calulate required collateral for the provided parameters
+    function calculateRequiredCollateral(
+        UFixed collateralizationLevel, 
+        UFixed retentionLevel, 
+        Amount sumInsuredAmount
+    )
+        external
+        pure 
+        returns(
+            Amount localCollateralAmount,
+            Amount totalCollateralAmount
+        );
+
 }