@etherisc/gif-next 0.0.2-ff282a4-523 → 0.0.2-ff3a8a0-504

package/contracts/instance/InstanceService.sol

@@ -2,33 +2,34 @@
 pragma solidity ^0.8.20;
 
 import {Clones} from "@openzeppelin/contracts/proxy/Clones.sol";
-import {ShortString, ShortStrings} from "@openzeppelin/contracts/utils/ShortStrings.sol";
-
-import {NftId} from "../type/NftId.sol";
-import {RoleId} from "../type/RoleId.sol";
-import {ADMIN_ROLE, INSTANCE_OWNER_ROLE, DISTRIBUTION_OWNER_ROLE, POOL_OWNER_ROLE, PRODUCT_OWNER_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, INSTANCE_ROLE} from "../type/RoleId.sol";
-import {ObjectType, INSTANCE, BUNDLE, APPLICATION, POLICY, CLAIM, PRODUCT, DISTRIBUTION, REGISTRY, POOL} from "../type/ObjectType.sol";
-
-import {Service} from "../shared/Service.sol";
-import {IService} from "../shared/IService.sol";
-import {AccessManagerUpgradeableInitializeable} from "../shared/AccessManagerUpgradeableInitializeable.sol";
-
-import {IDistributionComponent} from "../distribution/IDistributionComponent.sol";
-import {IPoolComponent} from "../pool/IPoolComponent.sol";
-import {IProductComponent} from "../product/IProductComponent.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 {IRegistry} from "../registry/IRegistry.sol";
 import {IRegistryService} from "../registry/IRegistryService.sol";
-import {ChainNft} from "../registry/ChainNft.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 {IInstance} from "./IInstance.sol";
-import {InstanceAccessManager} from "./InstanceAccessManager.sol";
-import {IInstanceService} from "./IInstanceService.sol";
+import {InstanceAdmin} from "./InstanceAdmin.sol";
 import {InstanceReader} from "./InstanceReader.sol";
-import {BundleManager} from "./BundleManager.sol";
 import {InstanceStore} from "./InstanceStore.sol";
-import {InstanceAuthorizationsLib} from "./InstanceAuthorizationsLib.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,
@@ -39,270 +40,475 @@ contract InstanceService is
     bytes32 public constant INSTANCE_CREATION_CODE_HASH = bytes32(0);
 
     IRegistryService internal _registryService;
-    address internal _masterOzAccessManager;
-    address internal _masterInstanceAccessManager;
+    IStakingService internal _stakingService;
+    IComponentService internal _componentService;
+
+    address internal _masterAccessManager;
+    address internal _masterInstanceAdmin;
     address internal _masterInstance;
     address internal _masterInstanceReader;
-    address internal _masterInstanceBundleManager;
+    address internal _masterInstanceBundleSet;
+    address internal _masterInstanceRiskSet;
     address internal _masterInstanceStore;
+    address internal _masterProductStore;
 
-    modifier onlyInstanceOwner(NftId instanceNftId) {        
-        if(msg.sender != getRegistry().ownerOf(instanceNftId)) {
-            revert ErrorInstanceServiceRequestUnauhorized(msg.sender);
-        }
+
+    modifier onlyInstance() {
+        _checkInstance(msg.sender, getRelease());
         _;
     }
-    // TODO check service domain?
-    // TODO check release version?
-    modifier onlyRegisteredService() {
-        if (! getRegistry().isRegisteredService(msg.sender)) {
-            revert ErrorInstanceServiceRequestUnauhorized(msg.sender);
-        }
-        _;
+
+
+    /// @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);
     }
-    // TODO check release version?
-    modifier onlyComponent() {
-        if (! getRegistry().isRegisteredComponent(msg.sender)) {
-            revert ErrorInstanceServiceRequestUnauhorized(msg.sender);
-        }
-        _;
+
+
+    /// @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);
     }
 
-    function createInstanceClone()
+
+    /// @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 (
-            Instance clonedInstance,
-            NftId clonedInstanceNftId
+            IInstance instance,
+            NftId instanceNftId
         )
     {
+        // tx sender will become instance owner
         address instanceOwner = msg.sender;
-        AccessManagerUpgradeableInitializeable clonedOzAccessManager = AccessManagerUpgradeableInitializeable(
-            Clones.clone(_masterOzAccessManager));
 
-        // initially grants ADMIN_ROLE to this (being the instance service). 
-        // This will allow the instance service to bootstrap the authorizations of the instance.
-        // Instance service will not use oz access manager directlly but through instance access manager instead
-        // Instance service will renounce ADMIN_ROLE when bootstraping is finished
-        clonedOzAccessManager.initialize(address(this));
+        // 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));
+    }
 
-        clonedInstance = Instance(Clones.clone(_masterInstance));
-        clonedInstance.initialize(
-            address(clonedOzAccessManager),
-            address(getRegistry()), 
-            instanceOwner);
-        // initialize and set before instance reader
-        InstanceStore clonedInstanceStore = InstanceStore(Clones.clone(address(_masterInstanceStore)));
-        clonedInstanceStore.initialize(address(clonedInstance));
-        clonedInstance.setInstanceStore(clonedInstanceStore);
-        
-        InstanceReader clonedInstanceReader = InstanceReader(Clones.clone(address(_masterInstanceReader)));
-        clonedInstanceReader.initialize(address(clonedInstance));
-        clonedInstance.setInstanceReader(clonedInstanceReader);
-
-        BundleManager clonedBundleManager = BundleManager(Clones.clone(_masterInstanceBundleManager));
-        clonedBundleManager.initialize(address(clonedInstance));
-        clonedInstance.setBundleManager(clonedBundleManager);
-
-        InstanceAccessManager clonedInstanceAccessManager = InstanceAccessManager(Clones.clone(_masterInstanceAccessManager));
-        clonedOzAccessManager.grantRole(ADMIN_ROLE().toInt(), address(clonedInstanceAccessManager), 0);
-        clonedInstanceAccessManager.initialize(address(clonedInstance));
-        clonedInstance.setInstanceAccessManager(clonedInstanceAccessManager);
-
-        // TODO amend setters with instance specific , policy manager ...
-
-        // TODO library does external calls -> but it is registry and access manager -> find out is it best practice
-        InstanceAuthorizationsLib.grantInitialAuthorizations(
-            clonedInstanceAccessManager, 
-            clonedInstance, 
-            clonedBundleManager, 
-            clonedInstanceStore, 
-            instanceOwner,
-            getRegistry(),
-            getVersion().toMajorPart());
 
-        clonedOzAccessManager.renounceRole(ADMIN_ROLE().toInt(), address(this));
+    function setStakingLockingPeriod(Seconds stakeLockingPeriod)
+        external
+        virtual
+        restricted()
+        onlyInstance()
+    {
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
+        _stakingService.setInstanceLockingPeriod(
+            instanceNftId,
+            stakeLockingPeriod);
+    }
 
-        IRegistry.ObjectInfo memory info = _registryService.registerInstance(clonedInstance, instanceOwner);
-        clonedInstanceNftId = info.nftId;
 
-        emit LogInstanceCloned(
-            address(clonedOzAccessManager), 
-            address(clonedInstanceAccessManager), 
-            address(clonedInstance),
-            address(clonedInstanceStore),
-            address(clonedBundleManager), 
-            address(clonedInstanceReader), 
-            clonedInstanceNftId);
+    function setStakingRewardRate(UFixed rewardRate)
+        external
+        virtual
+        restricted()
+        onlyInstance()
+    {
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
+        _stakingService.setInstanceRewardRate(
+            instanceNftId,
+            rewardRate);
     }
 
-    function setAndRegisterMasterInstance(address instanceAddress)
-            external 
-            onlyOwner 
-            returns(NftId masterInstanceNftId)
+    function setStakingMaxAmount(Amount maxStakedAmount)
+        external
+        virtual
+        restricted()
+        onlyInstance()
     {
-        if(_masterInstance != address(0)) { revert ErrorInstanceServiceMasterInstanceAlreadySet(); }
-        if(_masterOzAccessManager != address(0)) { revert ErrorInstanceServiceMasterOzAccessManagerAlreadySet(); }
-        if(_masterInstanceAccessManager != address(0)) { revert ErrorInstanceServiceMasterInstanceAccessManagerAlreadySet(); }
-        if(_masterInstanceBundleManager != address(0)) { revert ErrorInstanceServiceMasterBundleManagerAlreadySet(); }
+        NftId instanceNftId = getRegistry().getNftIdForAddress(msg.sender);
+        _stakingService.setInstanceMaxStakedAmount(
+            instanceNftId,
+            maxStakedAmount);
+    }    
 
-        if(instanceAddress == address(0)) { revert ErrorInstanceServiceInstanceAddressZero(); }
 
-        IInstance instance = IInstance(instanceAddress);
-        InstanceAccessManager instanceAccessManager = instance.getInstanceAccessManager();
-        address instanceAccessManagerAddress = address(instanceAccessManager);
-        InstanceReader instanceReader = instance.getInstanceReader();
-        address instanceReaderAddress = address(instanceReader);
-        BundleManager bundleManager = instance.getBundleManager();
-        address bundleManagerAddress = address(bundleManager);
-        InstanceStore instanceStore = instance.getInstanceStore();
-        address instanceStoreAddress = address(instanceStore);
-
-        if(instanceAccessManagerAddress == address(0)) { revert ErrorInstanceServiceInstanceAccessManagerZero(); }
-        if(instanceReaderAddress == address(0)) { revert ErrorInstanceServiceInstanceReaderZero(); }
-        if(bundleManagerAddress == address(0)) { revert ErrorInstanceServiceBundleManagerZero(); }
-        if(instanceStoreAddress == address(0)) { revert ErrorInstanceServiceInstanceStoreZero(); }
-        
-        if(instance.authority() != instanceAccessManager.authority()) { revert ErrorInstanceServiceInstanceAuthorityMismatch(); }
-        if(bundleManager.authority() != instanceAccessManager.authority()) { revert ErrorInstanceServiceBundleManagerAuthorityMismatch(); }
-        if(instanceStore.authority() != instanceAccessManager.authority()) { revert ErrorInstanceServiceInstanceStoreAuthorityMismatch(); }
-        if(bundleManager.getInstance() != instance) { revert ErrorInstanceServiceBundleMangerInstanceMismatch(); }
-        if(instanceReader.getInstance() != instance) { revert ErrorInstanceServiceInstanceReaderInstanceMismatch2(); }
-
-        _masterOzAccessManager = instance.authority();
-        _masterInstanceAccessManager = instanceAccessManagerAddress;
-        _masterInstance = instanceAddress;
-        _masterInstanceReader = instanceReaderAddress;
-        _masterInstanceBundleManager = bundleManagerAddress;
-        _masterInstanceStore = instanceStoreAddress;
-        
-        IInstance masterInstance = IInstance(_masterInstance);
-        IRegistry.ObjectInfo memory info = _registryService.registerInstance(masterInstance, getOwner());
-        masterInstanceNftId = info.nftId;
+    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);
     }
 
-    function setMasterInstanceReader(address instanceReaderAddress) external 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;
+    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) 
+
+    function upgradeInstanceReader() 
         external 
-        onlyInstanceOwner(instanceNftId) 
+        virtual
+        restricted()
+        onlyInstance()
     {
-        IRegistry registry = getRegistry();
-        IRegistry.ObjectInfo memory instanceInfo = registry.getObjectInfo(instanceNftId);
-        Instance instance = Instance(instanceInfo.objectAddress);
+        address instanceAddress = msg.sender;
+        IInstance instance = IInstance(msg.sender);
         
-        InstanceReader upgradedInstanceReaderClone = InstanceReader(Clones.clone(address(_masterInstanceReader)));
-        upgradedInstanceReaderClone.initialize(address(instance));
+        InstanceReader upgradedInstanceReaderClone = InstanceReader(
+            Clones.clone(address(_masterInstanceReader)));
+
+        upgradedInstanceReaderClone.initializeWithInstance(instanceAddress);
         instance.setInstanceReader(upgradedInstanceReaderClone);
+
+        emit LogInstanceServiceInstanceReaderUpgraded(
+            getRegistry().getNftIdForAddress(instanceAddress),
+            address(upgradedInstanceReaderClone));
     }
 
 
-    // all gif targets MUST be childs of instanceNftId
-    function createGifTarget(
-        NftId instanceNftId,
-        address targetAddress,
-        string memory targetName,
-        bytes4[][] memory selectors,
-        RoleId[] memory roles
-    )
-        external
-        onlyRegisteredService
+    function setAndRegisterMasterInstance(address instanceAddress)
+        external 
+        virtual
+        onlyOwner()
+        returns(NftId masterInstanceNftId)
     {
-        (
-            IInstance instance, // or instanceInfo
-            // or targetInfo
-        ) = _validateInstanceAndComponent(instanceNftId, targetAddress);
-
-        InstanceAccessManager accessManager = instance.getInstanceAccessManager();
-        accessManager.createGifTarget(targetAddress, targetName);
-        // set proposed target config
-        // TODO restriction: gif targets are set only once and only here?
-        //      assume config is a mix of gif and custom roles and no further configuration by INSTANCE_OWNER_ROLE is ever needed?
-        for(uint roleIdx = 0; roleIdx < roles.length; roleIdx++)
+        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(); }
+
         {
-            accessManager.setCoreTargetFunctionRole(targetName, selectors[roleIdx], roles[roleIdx]);
+            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;
         }
     }
 
 
-    // TODO called by component, but target can be component helper...so needs target name
-    // TODO check that targetName associated with component...how???
-    function setComponentLocked(bool locked) onlyComponent external {
+    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(); }
 
-        address componentAddress = msg.sender;
-        IRegistry registry = getRegistry();
-        NftId instanceNftId = registry.getObjectInfo(componentAddress).parentNftId;
+        _masterInstanceReader = instanceReaderAddress;
 
-        IInstance instance = IInstance(
-            registry.getObjectInfo(
-                instanceNftId).objectAddress);
+        emit LogInstanceServiceMasterInstanceReaderUpgraded(
+            getRegistry().getNftIdForAddress(_masterInstance),
+            instanceReaderAddress);
+    }
 
-        instance.getInstanceAccessManager().setTargetLockedByService(
-            componentAddress, 
-            locked);
+    function getMasterInstanceReader() external virtual view returns (address) {
+        return _masterInstanceReader;
     }
 
+    //--- internal functions --------------------------------------------------------//
 
-    function getMasterInstanceReader() external view returns (address) {
-        return _masterInstanceReader;
+    /// @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");
     }
 
-    // From IService
-    function getDomain() public pure override returns(ObjectType) {
-        return INSTANCE();
+
+    /// @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;
     }
-    
-    /// @dev top level initializer
+
+
+    /// @dev top level initializer (upgradable contract)
     function _initialize(
         address owner, 
         bytes memory data
     )
         internal
-        initializer
         virtual override
+        initializer()
     {
         (
-            address registryAddress,
-            address initialOwner
+            address authority,
+            address registry
         ) = abi.decode(data, (address, address));
 
-        _registryService = IRegistryService(
-            IRegistry(registryAddress).getServiceAddress(
-                REGISTRY(), 
-                getVersion().toMajorPart()));
+        __Service_init(authority, registry, owner);
 
-        // TODO while InstanceService is not deployed in InstanceServiceManager constructor
-        //      owner is InstanceServiceManager deployer
-        initializeService(registryAddress, address(0), owner);
-        registerInterface(type(IInstanceService).interfaceId);
+        _registryService = IRegistryService(_getServiceAddress(REGISTRY()));
+        _stakingService = IStakingService(_getServiceAddress(STAKING()));
+        _componentService = IComponentService(_getServiceAddress(COMPONENT()));
+
+        _registerInterface(type(IInstanceService).interfaceId);
     }
 
 
-    function _validateInstanceAndComponent(NftId instanceNftId, address componentAddress) 
+    function _checkInstance(
+        address instanceAddress,
+        VersionPart expectedRelease
+    )
         internal
+        virtual
         view
-        returns (IInstance instance, NftId componentNftId)
     {
         IRegistry registry = getRegistry();
-        IRegistry.ObjectInfo memory instanceInfo = registry.getObjectInfo(instanceNftId);
-        if(instanceInfo.objectType != INSTANCE()) {
-            revert ErrorInstanceServiceNotInstance(instanceNftId);
+
+        NftId instanceNftId = registry.getNftIdForAddress(instanceAddress);
+        if (instanceNftId.eqz()) {
+            revert ErrorInstanceServiceNotRegistered(instanceAddress);
         }
 
-        IRegistry.ObjectInfo memory componentInfo = registry.getObjectInfo(componentAddress);
-        if(componentInfo.parentNftId != instanceNftId) {
-            revert ErrorInstanceServiceInstanceComponentMismatch(instanceNftId, componentInfo.nftId);
+        ObjectType objectType = registry.getObjectInfo(instanceNftId).objectType;
+        if (objectType != INSTANCE()) {
+            revert ErrorInstanceServiceNotInstance(instanceAddress, objectType);
         }
 
-        instance = Instance(instanceInfo.objectAddress);
-        componentNftId = componentInfo.nftId;
+        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();
     }
 }