@etherisc/gif-next 0.0.2-f7eda15-119 → 0.0.2-f831797-539

package/contracts/instance/InstanceService.sol

@@ -16,13 +16,16 @@ import {Service} from "../../contracts/shared/Service.sol";
 import {IService} from "../shared/IService.sol";
 import {NftId} from "../../contracts/types/NftId.sol";
 import {RoleId} from "../types/RoleId.sol";
-import {ADMIN_ROLE, DISTRIBUTION_OWNER_ROLE, POOL_OWNER_ROLE, PRODUCT_OWNER_ROLE, INSTANCE_SERVICE_ROLE, DISTRIBUTION_SERVICE_ROLE, POOL_SERVICE_ROLE, PRODUCT_SERVICE_ROLE, POLICY_SERVICE_ROLE, BUNDLE_SERVICE_ROLE} from "../types/RoleId.sol";
-import {ObjectType, INSTANCE, BUNDLE, POLICY, PRODUCT, DISTRIBUTION, REGISTRY, POOL} from "../types/ObjectType.sol";
+import {ADMIN_ROLE, DISTRIBUTION_OWNER_ROLE, POOL_OWNER_ROLE, PRODUCT_OWNER_ROLE, PUBLIC_ROLE, INSTANCE_SERVICE_ROLE, DISTRIBUTION_SERVICE_ROLE, POOL_SERVICE_ROLE, PRODUCT_SERVICE_ROLE, APPLICATION_SERVICE_ROLE, POLICY_SERVICE_ROLE, CLAIM_SERVICE_ROLE, BUNDLE_SERVICE_ROLE} from "../types/RoleId.sol";
+import {ObjectType, INSTANCE, BUNDLE, APPLICATION, POLICY, CLAIM, PRODUCT, DISTRIBUTION, REGISTRY, POOL} from "../types/ObjectType.sol";
 import {IDistributionComponent} from "../components/IDistributionComponent.sol";
 import {IPoolComponent} from "../components/IPoolComponent.sol";
 import {IProductComponent} from "../components/IProductComponent.sol";
 
-contract InstanceService is Service, IInstanceService {
+contract InstanceService is
+    Service,
+    IInstanceService
+{
 
     address internal _masterInstanceAccessManager;
     address internal _masterInstance;
@@ -34,7 +37,7 @@ contract InstanceService is Service, IInstanceService {
 
     modifier onlyInstanceOwner(NftId instanceNftId) {
         IRegistry registry = getRegistry();
-        ChainNft chainNft = registry.getChainNft();
+        ChainNft chainNft = ChainNft(registry.getChainNftAddress());
         
         if( msg.sender != chainNft.ownerOf(instanceNftId.toInt())) {
             revert ErrorInstanceServiceNotInstanceOwner(msg.sender, instanceNftId);
@@ -106,7 +109,9 @@ contract InstanceService is Service, IInstanceService {
         _grantDistributionServiceAuthorizations(clonedAccessManager, clonedInstance);
         _grantPoolServiceAuthorizations(clonedAccessManager, clonedInstance);
         _grantProductServiceAuthorizations(clonedAccessManager, clonedInstance);
+        _grantApplicationServiceAuthorizations(clonedAccessManager, clonedInstance);    
         _grantPolicyServiceAuthorizations(clonedAccessManager, clonedInstance);    
+        _grantClaimServiceAuthorizations(clonedAccessManager, clonedInstance);    
         _grantBundleServiceAuthorizations(clonedAccessManager, clonedInstance, clonedBundleManager);
         _grantInstanceServiceAuthorizations(clonedAccessManager, clonedInstance);
     }
@@ -119,7 +124,9 @@ contract InstanceService is Service, IInstanceService {
         clonedAccessManager.createGifRole(DISTRIBUTION_SERVICE_ROLE(), "DistributionServiceRole");
         clonedAccessManager.createGifRole(POOL_SERVICE_ROLE(), "PoolServiceRole");
         clonedAccessManager.createGifRole(PRODUCT_SERVICE_ROLE(), "ProductServiceRole");
+        clonedAccessManager.createGifRole(APPLICATION_SERVICE_ROLE(), "ApplicationServiceRole");
         clonedAccessManager.createGifRole(POLICY_SERVICE_ROLE(), "PolicyServiceRole");
+        clonedAccessManager.createGifRole(CLAIM_SERVICE_ROLE(), "ClaimServiceRole");
         clonedAccessManager.createGifRole(BUNDLE_SERVICE_ROLE(), "BundleServiceRole");
         clonedAccessManager.createGifRole(INSTANCE_SERVICE_ROLE(), "InstanceServiceRole");
     }
@@ -135,9 +142,18 @@ contract InstanceService is Service, IInstanceService {
         IRegistry registry = getRegistry();
         address distributionServiceAddress = registry.getServiceAddress(DISTRIBUTION(), getMajorVersion());
         clonedAccessManager.grantRole(DISTRIBUTION_SERVICE_ROLE(), distributionServiceAddress);
-        bytes4[] memory instanceDistributionServiceSelectors = new bytes4[](2);
+        bytes4[] memory instanceDistributionServiceSelectors = new bytes4[](11);
         instanceDistributionServiceSelectors[0] = clonedInstance.createDistributionSetup.selector;
         instanceDistributionServiceSelectors[1] = clonedInstance.updateDistributionSetup.selector;
+        instanceDistributionServiceSelectors[2] = clonedInstance.createDistributorType.selector;
+        instanceDistributionServiceSelectors[3] = clonedInstance.updateDistributorType.selector;
+        instanceDistributionServiceSelectors[4] = clonedInstance.updateDistributorTypeState.selector;
+        instanceDistributionServiceSelectors[5] = clonedInstance.createDistributor.selector;
+        instanceDistributionServiceSelectors[6] = clonedInstance.updateDistributor.selector;
+        instanceDistributionServiceSelectors[7] = clonedInstance.updateDistributorState.selector;
+        instanceDistributionServiceSelectors[8] = clonedInstance.createReferral.selector;
+        instanceDistributionServiceSelectors[9] = clonedInstance.updateReferral.selector;
+        instanceDistributionServiceSelectors[10] = clonedInstance.updateReferralState.selector;
         clonedAccessManager.setTargetFunctionRole(
             "Instance",
             instanceDistributionServiceSelectors, 
@@ -146,7 +162,7 @@ contract InstanceService is Service, IInstanceService {
 
     function _grantPoolServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
         // configure authorization for pool service on instance
-        address poolServiceAddress = _registry.getServiceAddress(POOL(), getMajorVersion());
+        address poolServiceAddress = getRegistry().getServiceAddress(POOL(), getMajorVersion());
         clonedAccessManager.grantRole(POOL_SERVICE_ROLE(), address(poolServiceAddress));
         bytes4[] memory instancePoolServiceSelectors = new bytes4[](4);
         instancePoolServiceSelectors[0] = clonedInstance.createPoolSetup.selector;
@@ -159,7 +175,7 @@ contract InstanceService is Service, IInstanceService {
 
     function _grantProductServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
         // configure authorization for product service on instance
-        address productServiceAddress = _registry.getServiceAddress(PRODUCT(), getMajorVersion());
+        address productServiceAddress = getRegistry().getServiceAddress(PRODUCT(), getMajorVersion());
         clonedAccessManager.grantRole(PRODUCT_SERVICE_ROLE(), address(productServiceAddress));
         bytes4[] memory instanceProductServiceSelectors = new bytes4[](5);
         instanceProductServiceSelectors[0] = clonedInstance.createProductSetup.selector;
@@ -173,27 +189,55 @@ contract InstanceService is Service, IInstanceService {
             PRODUCT_SERVICE_ROLE());
     }
 
+    function _grantApplicationServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
+        // configure authorization for application services on instance
+        address applicationServiceAddress = getRegistry().getServiceAddress(APPLICATION(), getMajorVersion());
+        clonedAccessManager.grantRole(APPLICATION_SERVICE_ROLE(), applicationServiceAddress);
+        bytes4[] memory instanceApplicationServiceSelectors = new bytes4[](3);
+        instanceApplicationServiceSelectors[0] = clonedInstance.createApplication.selector;
+        instanceApplicationServiceSelectors[1] = clonedInstance.updateApplication.selector;
+        instanceApplicationServiceSelectors[2] = clonedInstance.updateApplicationState.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            "Instance",
+            instanceApplicationServiceSelectors, 
+            APPLICATION_SERVICE_ROLE());
+    }
+
     function _grantPolicyServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
-        // configure authorization for policy service on instance
-        address policyServiceAddress = _registry.getServiceAddress(POLICY(), getMajorVersion());
-        clonedAccessManager.grantRole(POLICY_SERVICE_ROLE(), address(policyServiceAddress));
-        bytes4[] memory instancePolicyServiceSelectors = new bytes4[](3);
-        instancePolicyServiceSelectors[0] = clonedInstance.createPolicy.selector;
-        instancePolicyServiceSelectors[1] = clonedInstance.updatePolicy.selector;
-        instancePolicyServiceSelectors[2] = clonedInstance.updatePolicyState.selector;
+        // configure authorization for policy services on instance
+        address policyServiceAddress = getRegistry().getServiceAddress(POLICY(), getMajorVersion());
+        clonedAccessManager.grantRole(POLICY_SERVICE_ROLE(), policyServiceAddress);
+        bytes4[] memory instancePolicyServiceSelectors = new bytes4[](2);
+        instancePolicyServiceSelectors[0] = clonedInstance.updatePolicy.selector;
+        instancePolicyServiceSelectors[1] = clonedInstance.updatePolicyState.selector;
         clonedAccessManager.setTargetFunctionRole(
             "Instance",
             instancePolicyServiceSelectors, 
             POLICY_SERVICE_ROLE());
     }
 
+    function _grantClaimServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
+        // configure authorization for claim/payout services on instance
+        address claimServiceAddress = getRegistry().getServiceAddress(CLAIM(), getMajorVersion());
+        clonedAccessManager.grantRole(POLICY_SERVICE_ROLE(), claimServiceAddress);
+        // TODO add claims function authz
+        bytes4[] memory instanceClaimServiceSelectors = new bytes4[](0);
+        // instanceClaimServiceSelectors[0] = clonedInstance.updatePolicy.selector;
+        // instanceClaimServiceSelectors[1] = clonedInstance.updatePolicyState.selector;
+        clonedAccessManager.setTargetFunctionRole(
+            "Instance",
+            instanceClaimServiceSelectors, 
+            CLAIM_SERVICE_ROLE());
+    }
+
     function _grantBundleServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance, BundleManager clonedBundleManager) internal {
         // configure authorization for bundle service on instance
-        address bundleServiceAddress = _registry.getServiceAddress(BUNDLE(), getMajorVersion());
+        address bundleServiceAddress = getRegistry().getServiceAddress(BUNDLE(), getMajorVersion());
         clonedAccessManager.grantRole(BUNDLE_SERVICE_ROLE(), address(bundleServiceAddress));
-        bytes4[] memory instanceBundleServiceSelectors = new bytes4[](2);
+        bytes4[] memory instanceBundleServiceSelectors = new bytes4[](3);
         instanceBundleServiceSelectors[0] = clonedInstance.createBundle.selector;
         instanceBundleServiceSelectors[1] = clonedInstance.updateBundle.selector;
+        instanceBundleServiceSelectors[2] = clonedInstance.updateBundleState.selector;
         clonedAccessManager.setTargetFunctionRole(
             "Instance",
             instanceBundleServiceSelectors, 
@@ -214,7 +258,7 @@ contract InstanceService is Service, IInstanceService {
 
     function _grantInstanceServiceAuthorizations(InstanceAccessManager clonedAccessManager, Instance clonedInstance) internal {
 // configure authorization for instance service on instance
-        address instanceServiceAddress = _registry.getServiceAddress(INSTANCE(), getMajorVersion());
+        address instanceServiceAddress = getRegistry().getServiceAddress(INSTANCE(), getMajorVersion());
         clonedAccessManager.grantRole(INSTANCE_SERVICE_ROLE(), instanceServiceAddress);
         bytes4[] memory instanceInstanceServiceSelectors = new bytes4[](1);
         instanceInstanceServiceSelectors[0] = clonedInstance.setInstanceReader.selector;
@@ -236,11 +280,11 @@ contract InstanceService is Service, IInstanceService {
             onlyOwner 
             returns(NftId masterInstanceNftId)
     {
-        require(_masterInstance == address(0), "ERROR:CRD-002:INSTANCE_MASTER_ALREADY_SET");
-        require(_masterInstanceAccessManager == address(0), "ERROR:CRD-001:ACCESS_MANAGER_MASTER_ALREADY_SET");
-        require(_masterInstanceBundleManager == address(0), "ERROR:CRD-004:BUNDLE_MANAGER_MASTER_ALREADY_SET");
+        if(_masterInstance != address(0)) { revert ErrorInstanceServiceMasterInstanceAlreadySet(); }
+        if(_masterInstanceAccessManager != address(0)) { revert ErrorInstanceServiceMasterInstanceAccessManagerAlreadySet(); }
+        if(_masterInstanceBundleManager != address(0)) { revert ErrorInstanceServiceMasterBundleManagerAlreadySet(); }
 
-        require (instanceAddress != address(0), "ERROR:CRD-006:INSTANCE_ZERO");
+        if(instanceAddress == address(0)) { revert ErrorInstanceServiceInstanceAddressZero(); }
 
         IInstance instance = IInstance(instanceAddress);
         InstanceAccessManager accessManager = InstanceAccessManager(instance.authority());
@@ -250,14 +294,13 @@ contract InstanceService is Service, IInstanceService {
         BundleManager bundleManager = instance.getBundleManager();
         address bundleManagerAddress = address(bundleManager);
 
-        require (accessManagerAddress != address(0), "ERROR:CRD-005:ACCESS_MANAGER_ZERO");
-        require (instanceReaderAddress != address(0), "ERROR:CRD-007:INSTANCE_READER_ZERO");
-        require (bundleManagerAddress != address(0), "ERROR:CRD-008:BUNDLE_MANAGER_ZERO");
-
+        if(accessManagerAddress == address(0)) { revert ErrorInstanceServiceAccessManagerZero(); }
+        if(instanceReaderAddress == address(0)) { revert ErrorInstanceServiceInstanceReaderZero(); }
+        if(bundleManagerAddress == address(0)) { revert ErrorInstanceServiceBundleManagerZero(); }
         
-        require(instance.authority() == accessManagerAddress, "ERROR:CRD-009:INSTANCE_AUTHORITY_MISMATCH");
-        require(instanceReader.getInstance() == instance, "ERROR:CRD-010:INSTANCE_READER_INSTANCE_MISMATCH");
-        require(bundleManager.getInstance() == instance, "ERROR:CRD-011:BUNDLE_MANAGER_INSTANCE_MISMATCH");
+        if(instance.authority() != accessManagerAddress) { revert ErrorInstanceServiceInstanceAuthorityMismatch(); }
+        if(instanceReader.getInstance() != instance) { revert ErrorInstanceServiceInstanceReaderInstanceMismatch2(); }
+        if(bundleManager.getInstance() != instance) { revert ErrorInstanceServiceBundleMangerInstanceMismatch(); }
 
         _masterInstanceAccessManager = accessManagerAddress;
         _masterInstance = instanceAddress;
@@ -273,12 +316,12 @@ contract InstanceService is Service, IInstanceService {
     }
 
     function setMasterInstanceReader(address instanceReaderAddress) external onlyOwner {
-        require(_masterInstanceReader != address(0), "ERROR:CRD-003:INSTANCE_READER_MASTER_NOT_SET");
-        require (instanceReaderAddress != address(0), "ERROR:CRD-012:INSTANCE_READER_ZERO");
-        require(instanceReaderAddress != _masterInstanceReader, "ERROR:CRD-014:INSTANCE_READER_MASTER_SAME_AS_NEW");
+        if(_masterInstanceReader == address(0)) { revert ErrorInstanceServiceMasterInstanceReaderNotSet(); }
+        if(instanceReaderAddress == address(0)) { revert ErrorInstanceServiceInstanceReaderAddressZero(); }
+        if(instanceReaderAddress == _masterInstanceReader) { revert ErrorInstanceServiceInstanceReaderSameAsMasterInstanceReader(); }
 
         InstanceReader instanceReader = InstanceReader(instanceReaderAddress);
-        require(instanceReader.getInstance() == IInstance(_masterInstance), "ERROR:CRD-015:INSTANCE_READER_INSTANCE_MISMATCH");
+        if(instanceReader.getInstance() != IInstance(_masterInstance)) { revert ErrorInstanceServiceInstanceReaderInstanceMismatch(); }
 
         _masterInstanceReader = instanceReaderAddress;
     }
@@ -334,9 +377,8 @@ contract InstanceService is Service, IInstanceService {
         (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(IInstanceService).interfaceId);
+        initializeService(registryAddress, owner);
+        registerInterface(type(IInstanceService).interfaceId);
     }
 
     function hasRole(address account, RoleId role, address instanceAddress) public view returns (bool) {
@@ -353,12 +395,12 @@ contract InstanceService is Service, IInstanceService {
         accessManager.createGifTarget(targetAddress, targetName);
     }
 
-    function grantDistributionDefaultPermissions(NftId instanceNftId, IDistributionComponent distribution) external onlyRegisteredService {
+    function grantDistributionDefaultPermissions(NftId instanceNftId, address distributionAddress, string memory distributionName) external onlyRegisteredService {
         IRegistry registry = getRegistry();
-        IRegistry.ObjectInfo memory distributionInfo = registry.getObjectInfo(address(distribution));
+        IRegistry.ObjectInfo memory distributionInfo = registry.getObjectInfo(distributionAddress);
 
         if (distributionInfo.objectType != DISTRIBUTION()) {
-            revert ErrorInstanceServiceInvalidComponentType(address(distribution), DISTRIBUTION(), distributionInfo.objectType);
+            revert ErrorInstanceServiceInvalidComponentType(distributionAddress, DISTRIBUTION(), distributionInfo.objectType);
         }
 
         IRegistry.ObjectInfo memory instanceInfo = registry.getObjectInfo(instanceNftId);
@@ -366,21 +408,20 @@ contract InstanceService is Service, IInstanceService {
         InstanceAccessManager instanceAccessManager = InstanceAccessManager(instance.authority());
 
         bytes4[] memory fctSelectors = new bytes4[](1);
-        fctSelectors[0] = distribution.setFees.selector;
-        instanceAccessManager.setTargetFunctionRole(distribution.getName(), fctSelectors, DISTRIBUTION_OWNER_ROLE());
+        fctSelectors[0] = IDistributionComponent.setFees.selector;
+        instanceAccessManager.setTargetFunctionRole(distributionName, fctSelectors, DISTRIBUTION_OWNER_ROLE());
 
-        bytes4[] memory fctSelectors2 = new bytes4[](2);
-        fctSelectors2[0] = distribution.processSale.selector;
-        fctSelectors2[1] = distribution.processRenewal.selector;
-        instanceAccessManager.setTargetFunctionRole(distribution.getName(), fctSelectors2, PRODUCT_SERVICE_ROLE());
+        bytes4[] memory fctSelectors2 = new bytes4[](1);
+        fctSelectors2[0] = IDistributionComponent.processRenewal.selector;
+        instanceAccessManager.setTargetFunctionRole(distributionName, fctSelectors2, PRODUCT_SERVICE_ROLE());
     }
 
-    function grantPoolDefaultPermissions(NftId instanceNftId, IPoolComponent pool) external onlyRegisteredService {
+    function grantPoolDefaultPermissions(NftId instanceNftId, address poolAddress, string memory poolName) external onlyRegisteredService {
         IRegistry registry = getRegistry();
-        IRegistry.ObjectInfo memory poolInfo = registry.getObjectInfo(address(pool));
+        IRegistry.ObjectInfo memory poolInfo = registry.getObjectInfo(poolAddress);
 
         if (poolInfo.objectType != POOL()) {
-            revert ErrorInstanceServiceInvalidComponentType(address(pool), POOL(), poolInfo.objectType);
+            revert ErrorInstanceServiceInvalidComponentType(poolAddress, POOL(), poolInfo.objectType);
         }
 
         IRegistry.ObjectInfo memory instanceInfo = registry.getObjectInfo(instanceNftId);
@@ -388,20 +429,34 @@ contract InstanceService is Service, IInstanceService {
         InstanceAccessManager instanceAccessManager = InstanceAccessManager(instance.authority());
 
         bytes4[] memory fctSelectors = new bytes4[](1);
-        fctSelectors[0] = pool.setFees.selector;
-        instanceAccessManager.setTargetFunctionRole(pool.getName(), fctSelectors, POOL_OWNER_ROLE());
+        fctSelectors[0] = IPoolComponent.setFees.selector;
+        instanceAccessManager.setTargetFunctionRole(poolName, fctSelectors, POOL_OWNER_ROLE());
 
         bytes4[] memory fctSelectors2 = new bytes4[](1);
-        fctSelectors2[0] = pool.underwrite.selector;
-        instanceAccessManager.setTargetFunctionRole(pool.getName(), fctSelectors2, POLICY_SERVICE_ROLE());
+        fctSelectors2[0] = IPoolComponent.verifyApplication.selector;
+        instanceAccessManager.setTargetFunctionRole(poolName, fctSelectors2, POLICY_SERVICE_ROLE());
+
+        // bundle owner specific functions
+        bytes4[] memory fctSelectors3 = new bytes4[](7);
+        fctSelectors3[0] = IPoolComponent.stake.selector;
+        fctSelectors3[1] = IPoolComponent.unstake.selector;
+        fctSelectors3[2] = IPoolComponent.extend.selector;
+        fctSelectors3[3] = IPoolComponent.lockBundle.selector;
+        fctSelectors3[4] = IPoolComponent.unlockBundle.selector;
+        fctSelectors3[5] = IPoolComponent.close.selector;
+        fctSelectors3[6] = IPoolComponent.setBundleFee.selector;
+        instanceAccessManager.setTargetFunctionRole(
+            poolName, 
+            fctSelectors3, 
+            IPoolComponent(poolAddress).getPoolInfo().bundleOwnerRole);
     }
 
-    function grantProductDefaultPermissions(NftId instanceNftId, IProductComponent product) external onlyRegisteredService {
+    function grantProductDefaultPermissions(NftId instanceNftId, address productAddress, string memory productName) external onlyRegisteredService {
         IRegistry registry = getRegistry();
-        IRegistry.ObjectInfo memory productInfo = registry.getObjectInfo(address(product));
+        IRegistry.ObjectInfo memory productInfo = registry.getObjectInfo(productAddress);
 
         if (productInfo.objectType != PRODUCT()) {
-            revert ErrorInstanceServiceInvalidComponentType(address(product), PRODUCT(), productInfo.objectType);
+            revert ErrorInstanceServiceInvalidComponentType(productAddress, PRODUCT(), productInfo.objectType);
         }
 
         IRegistry.ObjectInfo memory instanceInfo = registry.getObjectInfo(instanceNftId);
@@ -409,8 +464,8 @@ contract InstanceService is Service, IInstanceService {
         InstanceAccessManager instanceAccessManager = InstanceAccessManager(instance.authority());
 
         bytes4[] memory fctSelectors = new bytes4[](1);
-        fctSelectors[0] = product.setFees.selector;
-        instanceAccessManager.setTargetFunctionRole(product.getName(), fctSelectors, PRODUCT_OWNER_ROLE());
+        fctSelectors[0] = IProductComponent.setFees.selector;
+        instanceAccessManager.setTargetFunctionRole(productName, fctSelectors, PRODUCT_OWNER_ROLE());
     }
 
     function setTargetLocked(string memory targetName, bool locked) external {
@@ -430,6 +485,5 @@ contract InstanceService is Service, IInstanceService {
         InstanceAccessManager accessManager = InstanceAccessManager(instance.authority());
         accessManager.setTargetClosed(targetName, locked);
     }
-    
 }
 

package/contracts/instance/InstanceServiceManager.sol

@@ -17,7 +17,7 @@ contract InstanceServiceManager is ProxyManager {
     constructor(
         address registryAddress
     )
-        ProxyManager()
+        ProxyManager(registryAddress)
     {
         InstanceService instSrv = new InstanceService();
         // bytes memory initCode = type(InstanceService).creationCode;

package/contracts/instance/base/ComponentService.sol

@@ -61,7 +61,7 @@ abstract contract ComponentService is Service {
         owner = msg.sender;
 
         // check component has not already been registerd
-        NftId compoentNftId = _registry.getNftId(componentAddress);
+        NftId compoentNftId = getRegistry().getNftId(componentAddress);
         if(compoentNftId.gtz()) {
             revert ErrorComponentServiceAlreadyRegistered(componentAddress, compoentNftId);
         }

package/contracts/instance/base/KeyValueStore.sol

@@ -88,7 +88,7 @@ contract KeyValueStore is Lifecycle, IKeyValueStore {
 
         // create log entries
         // solhint-disable avoid-tx-origin
-        emit LogStateUpdated(key32.toObjectType(), key32.toKeyId(), state, stateOld, updatedBy, tx.origin, lastUpdatedIn);
+        emit LogStateUpdated(key32.toObjectType(), key32.toKeyId(), stateOld, state, updatedBy, tx.origin, lastUpdatedIn);
         emit LogInfoUpdated(key32.toObjectType(), key32.toKeyId(), state, updatedBy, tx.origin, lastUpdatedIn);
         // solhing-enable
     }
@@ -134,6 +134,9 @@ contract KeyValueStore is Lifecycle, IKeyValueStore {
         StateId stateOld = metadata.state;
         require(stateOld.gtz(), "ERROR:KVS-041:NOT_EXISTING");
 
+        // ensure state transistion is valid
+        checkTransition(metadata.objectType, stateOld, state);
+
         // update metadata (and state)
         address updatedBy = msg.sender;
         Blocknumber lastUpdatedIn = metadata.updatedIn;
@@ -143,7 +146,7 @@ contract KeyValueStore is Lifecycle, IKeyValueStore {
 
         // create log entry
         // solhint-disable-next-line avoid-tx-origin
-        emit LogStateUpdated(key32.toObjectType(), key32.toKeyId(), state, stateOld, updatedBy, tx.origin, lastUpdatedIn);
+        emit LogStateUpdated(key32.toObjectType(), key32.toKeyId(), stateOld, state, updatedBy, tx.origin, lastUpdatedIn);
     }
 
     function exists(Key32 key32) public view returns (bool) {

package/contracts/instance/base/Lifecycle.sol

@@ -1,19 +1,27 @@
 // SPDX-License-Identifier: Apache-2.0
 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 {ILifecycle} from "./ILifecycle.sol";
 
-contract Lifecycle is ILifecycle {
+contract Lifecycle is
+    Initializable,
+    ILifecycle
+{
     mapping(ObjectType objectType => StateId initialState)
         private _initialState;
 
     mapping(ObjectType objectType => mapping(StateId stateFrom => mapping(StateId stateTo => bool isValid)))
         private _isValidTransition;
 
-    constructor() {
+    function initializeLifecycle()
+        public
+        onlyInitializing
+    {
         _setupBundleLifecycle();
         _setupComponentLifecycle();
         _setupPolicyLifecycle();
@@ -78,6 +86,7 @@ contract Lifecycle is ILifecycle {
     function _setupBundleLifecycle() internal {
         _initialState[BUNDLE()] = ACTIVE();
         _isValidTransition[BUNDLE()][ACTIVE()][PAUSED()] = true;
+        _isValidTransition[BUNDLE()][ACTIVE()][CLOSED()] = true;
         _isValidTransition[BUNDLE()][PAUSED()][ACTIVE()] = true;
         _isValidTransition[BUNDLE()][PAUSED()][CLOSED()] = true;
     }

package/contracts/instance/module/IAccess.sol

@@ -1,7 +1,6 @@
 // SPDX-License-Identifier: Apache-2.0
 pragma solidity ^0.8.20;
 
-import {EnumerableSet} from "@openzeppelin/contracts/utils/structs/EnumerableSet.sol";
 import {ShortString, ShortStrings} from "@openzeppelin/contracts/utils/ShortStrings.sol";
 
 import {RoleId} from "../../types/RoleId.sol";
@@ -34,15 +33,15 @@ interface IAccess {
     error ErrorIAccessRoleNameNotUnique(RoleId roleId, ShortString name);
     error ErrorIAccessRoleInvalidUpdate(RoleId roleId, bool isCustom);
     error ErrorIAccessRoleIsCustomIsImmutable(RoleId roleId, bool isCustom, bool isCustomExisting);
-    error ErrorIAccessSetLockedForNonexstentRole(RoleId roleId);
     error ErrorIAccessGrantNonexstentRole(RoleId roleId);
     error ErrorIAccessRevokeNonexstentRole(RoleId roleId); 
     error ErrorIAccessRenounceNonexstentRole(RoleId roleId);
 
     error ErrorIAccessTargetAddressZero();
-    error ErrorIAccessTargetAlreadyExists(address target, ShortString name);
+    error ErrorIAccessTargetDoesNotExist(ShortString name);
+    error ErrorIAccessTargetAddressDoesNotExist(address target);
+    error ErrorIAccessTargetExists(address target, ShortString name);
     error ErrorIAccessTargetNameEmpty(address target);
     error ErrorIAccessTargetNameExists(address target, address existingTarget, ShortString name);
-    error ErrorIAccessSetLockedForNonexstentTarget(address target);
     error ErrorIAccessTargetLocked(address target);
 }

package/contracts/instance/module/IBundle.sol

@@ -3,6 +3,7 @@ pragma solidity ^0.8.20;
 
 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 {
@@ -13,7 +14,7 @@ interface IBundle {
         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)
-        uint256 lifetime;
+        Seconds lifetime;
         Timestamp expiredAt; // no new policies
         Timestamp closedAt; // no open policies, locked amount = 0
     }

package/contracts/instance/module/IComponents.sol

@@ -0,0 +1,35 @@
+// SPDX-License-Identifier: Apache-2.0
+pragma solidity ^0.8.20;
+
+import {IERC20Metadata} from "@openzeppelin/contracts/token/ERC20/extensions/IERC20Metadata.sol";
+
+import {Fee} from "../../types/Fee.sol";
+import {NftId} from "../../types/NftId.sol";
+import {RoleId} from "../../types/RoleId.sol";
+import {TokenHandler} from "../../shared/TokenHandler.sol";
+import {UFixed} from "../../types/UFixed.sol";
+
+interface IComponents {
+
+    struct ComponentInfo {
+        string name; // component name (needs to be unique per instance)
+        IERC20Metadata token;
+        TokenHandler tokenHandler;
+        address wallet;
+        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
+        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 
+        UFixed collateralizationLevel; // factor to calculate collateral for sum insurance (default 100%)
+        UFixed retentionLevel; // amount of collateral held in pool (default 100%)
+        Fee poolFee; // pool fee on net premium
+        Fee stakingFee; // pool fee on staked capital from investor
+        Fee performanceFee; // pool fee on profits from capital investors
+    }
+}

package/contracts/instance/module/IDistribution.sol

@@ -24,6 +24,8 @@ interface IDistribution {
         DistributorType distributorType;
         bool active;
         bytes data;
+        uint256 sumCommisions;
+        uint256 numPoliciesSold;
     }
 
     struct ReferralInfo {   

package/contracts/instance/module/IPolicy.sol

@@ -2,12 +2,39 @@
 pragma solidity ^0.8.20;
 
 import {NftId} from "../../types/NftId.sol";
-import {NumberId} from "../../types/NumberId.sol";
+import {ClaimId} from "../../types/ClaimId.sol";
 import {ReferralId} from "../../types/Referral.sol";
 import {RiskId} from "../../types/RiskId.sol";
+import {Seconds} from "../../types/Seconds.sol";
 import {Timestamp} from "../../types/Timestamp.sol";
 
 interface IPolicy {
+
+    struct Premium {
+        // this is the net premium calculated by the product 
+        uint256 netPremiumAmount;
+        // fullPremium = netPremium + all fixed amounts + all variable amounts (excl commission and minDistribtuionOwnerFee variable part)
+        uint256 fullPremiumAmount;
+        // premium = fullPremium - discount
+        uint256 premiumAmount;
+        uint256 productFeeFixAmount;
+        uint256 poolFeeFixAmount;
+        uint256 bundleFeeFixAmount;
+        uint256 distributionFeeFixAmount;
+        uint256 productFeeVarAmount;
+        uint256 poolFeeVarAmount;
+        uint256 bundleFeeVarAmount;
+        uint256 distributionFeeVarAmount;
+        uint256 distributionOwnerFeeFixAmount;
+        // this is the remaining amount when the commission and discount are subtracted from the distribution fee variable part (must be at least the minDistributionOwnerFee)
+        uint256 distributionOwnerFeeVarAmount;
+        // this value is based on distributor type referenced in the referral 
+        uint256 commissionAmount;
+        // this is based on referral used
+        uint256 discountAmount;
+    }
+
+    /// @dev policy data for the full policy lifecycle
     struct PolicyInfo {
         NftId productNftId;
         NftId bundleNftId;
@@ -16,7 +43,7 @@ interface IPolicy {
         uint256 sumInsuredAmount;
         uint256 premiumAmount;
         uint256 premiumPaidAmount;
-        uint256 lifetime;
+        Seconds lifetime;
         bytes applicationData;
         bytes policyData;
         uint16 claimsCount;
@@ -37,7 +64,7 @@ interface IPolicy {
 
     // claimId neeeds to be encoded policyNftId:claimId combination
     struct PayoutInfo {
-        NumberId claimId;
+        ClaimId claimId;
         uint256 amount;
         bytes data;
         Timestamp paidAt; // payoment of confirmed claim amount (or declinedAt)

package/contracts/instance/module/ISetup.sol

@@ -5,21 +5,19 @@ import {IERC20Metadata} from "@openzeppelin/contracts/token/ERC20/extensions/IER
 
 import {Fee} from "../../types/Fee.sol";
 import {NftId} from "../../types/NftId.sol";
-import {UFixed} from "../../types/UFixed.sol";
+import {RoleId} from "../../types/RoleId.sol";
 import {TokenHandler} from "../../shared/TokenHandler.sol";
+import {UFixed} from "../../types/UFixed.sol";
 
 interface ISetup {
+
     struct ProductSetupInfo {
         IERC20Metadata token;
         TokenHandler tokenHandler;
         NftId distributionNftId;
         NftId poolNftId;
-        Fee distributionFee; // default distribution fee (no referral id)
         Fee productFee; // product fee on net premium
-        Fee processingFee; // product fee on payout amounts
-        Fee poolFee; // pool fee on net premium
-        Fee stakingFee; // pool fee on staked capital from investor
-        Fee performanceFee; // pool fee on profits from capital investors
+        Fee processingFee; // product fee on payout amounts        
         bool isIntercepting; // intercepts nft transfers (for products)
         address wallet;
     }
@@ -27,20 +25,9 @@ interface ISetup {
     struct DistributionSetupInfo {
         NftId productNftId;
         TokenHandler tokenHandler;
-        Fee distributionFee; // default distribution fee (no referral id)
-        bool isIntercepting; // intercepts nft transfers (for distributors)
-        address wallet;
-    }
-
-    struct PoolSetupInfo {
-        NftId productNftId;
-        TokenHandler tokenHandler;
-        UFixed collateralizationLevel;
-        Fee poolFee; // pool fee on net premium
-        Fee stakingFee; // pool fee on staked capital from investor
-        Fee performanceFee; // pool fee on profits from capital investors
-        bool isIntercepting; // intercepts nft transfers (for bundles)
-        bool isConfirmingApplication; // confirms applications before they are underwritten
+        Fee minDistributionOwnerFee;
+        Fee distributionFee; // recalculated whenever any fee on the product/pool/dist/disttype is changed
         address wallet;
+        uint256 sumDistributionOwnerFees;
     }
 }