Project: FinBook

FinBook is a desktop app for Financial Assistant (FA) to manage their client details and ensure that your data is secured. With FinBook, you can set a unique password, manage and view client’s details, meetings and portfolio as well as many other features to make your daily workflow much more efficient!

Overview

FinBook is optimized for use via a Command Line Interface (CLI), which means most of our commands are done by typing.

Summary of Contributions

  • Code contributed: RepoSense link

  • Enhancements implemented:
    • New feature: Sort command
      • What it does: allows the user to sort clients by a parameter by using the sort PARAMETER command
      • Sort parameters include: Client name, client income, meeting date and time
      • Justification: Since Financial Advisors spend the majority of their time doing administrative work, this feature would greatly reduce the time spent manually arranging clients by certain parameters. Furthermore, it would be easier to plan meetings with clients using the sort command.
    • New feature: Hide/Show sensitive data mode
      • What it does: allows the user to hide or show sensitive client data by toggling the hide button
      • Justification: Since Financial Advisors likely show their clients their portfolios during meetings, it is important to ensure other client data in FinBook is hidden.
    • Existing feature: Add Command
      • Enhanced add command to include the ability to add meeting dates with optional meeting times
    • Existing feature: Edit Command
      • Enhanced edit command to include the ability to edit meeting dates with optional meeting times
  • Contributions to the UG:
    • Add sort command and its usage details to the UG
    • Add hidden and shown mode and its usage details to the UG
    • Update add command to include meeting date
    • Update edit command to include meeting date
  • Contributions to the DG:
    • Update user stories
    • Add test cases for sorting clients
    • Maintain Logic component
  • Contributions to team-based tasks:
    • to be added soon
  • Review/mentoring contributions:
    • Helped to review PRs made by team members (eg. PR#95)
  • Contributions beyond the project team:
    • Evidence of helping others
      • Reported bugs and suggestions for other teams in the class:
        • Sort command suggested improvements #247
        • View command usage unclear #246
        • Date error message inaccurate #244
    • Evidence of technical leadership
      • to be added soon

Contributions to the Developer Guide (Extracts)

to be added soon

Contributions to the User Guide (Extracts)

to be added soon