Project: Financial Advisor Planner

Financial Advisor Planner is a desktop client management application used for financial advisors to manage their clients. The user interacts with it using a CLI, and it has a GUI created with JavaFX. It is written in Java, and has about 10 kLoC.

Given below are my contributions to the project.

  • Feature: Added new model Appointment and all its attributes.

    • What it does: Each Appointment models a scheduled meeting with a client, and it stores attributes including date, time and location.
    • Justification: Financial Advisors(FA) require a method to view all their current appointments with their details, hence an abstraction is needed to model the FA’s appointments.

  • Feature: Implemented aa (add appointment) command.

    • What it does: Allows the user to add an appointment to the application
    • Justification: FAs require a method to note down all their scheduled appointments, hence adding an appointment for a client is necessary.

  • Feature: Implemented Calendar Popup.

    • What it does: Allows the user to view the full Appointment details in the form of a popup whenever the user interacts with a Calendar Button in the Calendar.
    • Justification: As appointment details may potentially be large, e.g. long length of location, the Calendar Display may not fit the full details. Hence, a Calendar Popup is needed to view the full details when in the Calendar Display.

  • Feature: Implemented mouse-less Calendar Navigation.

    • What it does: Allows the user to toggle the next/previous month in the Calendar Display using the N or B key respectively and also allows the user to navigate through the appointments in the Calendar Display using either the Shift/Shift + Tab keys or Up/Down/Left/Right keys.
    • Justification: FAs require a quick way to navigate the Calendar and also the appointments within the Calendar, hence a mouse-less method is necessary for expert users to navigate quickly.

  • Enhancements implemented: Enable searching for multiple fields in find command

    • What it does: Allows the user to find for clients according to multiple fields (using an “OR” search).
    • Justification: As FAs may require to perform broad searches for clients according to multiple criteria, this feature is needed.

  • Contributions to the UG:

    • Added documentation for commands aa (add appointment)
    • Added Navigating the User Guide and Tips for reading the User Guide subsections and the Glossary section
    • Updated the formatting of all the sections and subsections
    • Added Ui images for the Graphical User Interface overview, Adding an appointment, Calendar Display, Calendar Navigation subsections.

  • Contributions to the DG:

    • Added implementation details and design consideration for aa command feature.
      • Added sequence diagram for aa command.
    • Added implementation details and design consideration for UI component.
    • Added CalendarLogicClassDiagram.
    • Added Use Cases for Add a client, Edit client details, Clear Financial Advisor Planner and Add and appointment.
    • Added numerous user stories.
    • Updated DeleteSequenceDiagram.
    • Updated BetterModelClassDiagram.

  • Contributions to team-based tasks

    • Ensured timely submission of team project deliverables.
    • Reported bugs as issues for better tracking.

  • Review/mentoring contributions:

    • Reviewed and merged pull requests
    • Helped to resolve merge conflicts in other members’ pull requests

  • Community

    • Released JAR v1.2 and V1.3.1.
    • Maintained issues and closed milestones.
    • Fixed bugs from PE-D.