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!

Given below are my contributions to the project.

  • Code contributed: RepoSense link

  • Features implemented:
    • New feature: Copy command
      • What it does: allows the user to copy the client information and portfolio in text to the user’s clipboard and can be pasted anywhere.
      • Justification: This feature improves the functionality of FinBook as Financial Advisors spent the majority of their time communication with clients through messaging apps or emails. With this feature users are able to efficiently copy and paste their planned anywhere for easier communication with their clients.
    • New feature: Add Light/Dark mode option
      • What it does: allows the user to have the option to set FinBook to be light/dark mode.
      • Justification: This feature improves the user experience of FinBook as it gives users the option to personalize the application interface to their preference of color theme Light or Dark mode.
    • Enhance feature: Allow multiple deletion of clients
      • What is does: allows the user to delete multiple clients through one command.
      • Justification: Current implementation only allowed deletion of one client, which is not time efficient when the need for deleting multiple clients is needed since Financial Advisors will have multiple clients stored.
      • Highlights: Several ways of using the delete command have been implemented to ensure that users can find the best command to delete a specific set of clients. The several ways include: delete [INDEX], ,delete [INDEX1], [INDEX2] ,..., delete [START INDEX] - [END INDEX], delete all
    • Update feature: Add client to include income and meeting date attribute
      • What is does: allow the user to add income and meeting date(optional) to the client.
      • Justification: Important information that Financial Advisors take note of when engaging a client is their income and next potential meeting date. Hence, these attributes have been added to store these details in FinBook.
  • Documentation:
    • User Guide:
      • Update add and edit command to include meeting date.
      • Add FinBook’s product description, legend for symbol and icons, description FinBook’s User Interface components and explanation of command format of FinBook’s CLI. (#86)
      • Add a prefix format description with stated parameter restrictions, and examples. (#187)
      • Add User Interface of FinBook and Command format images.
      • Add copy command feature. (#84)
      • Add delete single and multiple clients feature. (#75)
    • Developer Guide:
      • Model diagram (created and updated).(#51)
      • Update user stories. (#97)
      • Add test cases for deleting a client.
      • Add Copy command in the implementation process.
  • Contributions to team-based tasks:
    • Managed releases v1.2.1, V1.3.1 (2 releases) on GitHub.
    • Manage some issues bugs by assigning teammates to their respective feature contribution.
    • Update User Guide product description to fit FinBook’s target audience and purpose.
  • Review/mentoring contributions:
  • Contributions beyond the project team:
    • Facilitated weekly meeting discussions as well as gave reminders of deadlines.
    • Helped peers with code CheckStyle. (#55)
    • Reported bugs and suggestions for other teams. (Issues: #138, #148, #153, #156, #159, #162, #168, #171, #179)
  • Others: