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: View command
      • What it does: allows the user to view a specific client portfolio by using view INDEX command
      • Portfolio details include: Risk level, current plans purchased by client, additional notes
      • Justification: Since Financial Advisor spents majority of time doing administrative work, this feature would greatly reduce the time spent taking notes and referring to notes from other platforms (eg. Notes app) as this feature provides the ability to organise these clients neatly in one application. Furthermore, it would be easier to show clients their own planned portfolio during each meeting to further convince them into buying a certain plan.
    • Existing feature: Add Command
      • Enhanced add command to include the ability to add clients’ portfolio by indicating their risk level, current plans purchased and additional notes.
    • Existing feature: Edit Command
      • Enhanced edit command to be able to edit client’s portfolio as well
      • Automatically updates the portfolio panel after each edited client.
  • Contributions to the UG:
    • Add view command feature
    • Update add command to include Risk, Plans, Notes and additional description
    • Update edit command to include Risk, Plans, Notes and additional description
    • Update delete command to include additional description
    • Update UI image for Finbook
    • Update Command Format image
    • Update add, view, hide sensitive data and changing light/dark mode images.
  • Contributions to the DG:
    • UI class diagram (created and updated)
    • Model diagram (updated)
    • Added value proposition
    • Added test cases for saving data
    • Added View command in the implementation process
  • Contributions to team-based tasks:
    • Added jar file for v1.3
    • Contributed to naming the product as “FinBook”
    • Contributed to the UI design of FinBook
    • Updated url for help button to our UG url
    • Helped to change the colour theme of team’s UG and DG
  • Review/mentoring contributions:
    • Helped to review minor mistakes made by team members (eg. PR#89)
  • Contributions beyond the project team:
    • Evidence of helping others
      • Reported bugs and suggestions for other teams in the class:
        • Could not see long address as text is not wrapped #168
        • Edit command does not work as expected #159
        • Long Event names and Long purposes cannot be seen #184
        • Add Event functionality flaw #173
        • Add Event Command Error #160
        • Add command from command summary does not work #187
  • Others: