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MF - Lumpsum + SIP together #403

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char-star opened this issue Nov 26, 2024 · 0 comments
Open

MF - Lumpsum + SIP together #403

char-star opened this issue Nov 26, 2024 · 0 comments

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@char-star
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In the same scheme, investor wants to place a lumpsum order and also set a SIP. Making payment only once.

  • one item will have two fulfilments
  • one payment (includes one time collection for lumpsum and mandate creation for sip)
  • quote will contain line items separately for each item+fulfilment combo
  • lumpsum fulfilment will complete after success
  • sip fulfilment will continue until the sip is completed
  • order status will have to be derived basis the combination of two fulfilments instead of one

Open questions:

  • selected quantity is in items and that is not per fulfilment - so selected amount for lumpsum and sip both has to be accommodated in there.
  • Allocated units since it comes only for the lumpsum order, allocated attribute should suffice.
  • payment doesn’t have fulfillment tag, so only one payment can be collected for the order, or can we have multiple? Lumpsum payment + mandate creation can be clubbed together in a single pg call (might vary with pg provider - tbd)
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