Overview

UNOFAS is a desktop app for Financial Advisors (FA) to manage client’s contacts, optimized for use via a Command Line Interface (CLI) while still having the benefits of a Graphical User Interface (GUI). The app also includes features such as sorting, scheduling and other commands to query information quickly required by the FA.

Summary of Contributions

Given below are my contributions to the project.

  • New feature: Added the ability to gather emails of clients by Financial plan or Tag.

    • What it does: It takes a prompt as input and retrieves emails of clients where the prompt matches a substring of their Financial Plan or Tag names.
    • Justification: This feature significantly improves the product’s efficiency by allowing financial advisors to consolidate emails effectively. It simplifies communication, enabling advisors to update multiple clients about changes in their financial plans or schedule crucial meetings promptly.
    • Highlights:
      • Provides a foundation for future email gathering implementations, paving the way for potential expansions into other fields.
      • Required a deep understanding of interfaces and integration with existing codebase.
    • Pull request #72

  • Code Contributed: RepoSense

  • Enhancements Implemented:
    • Gather command to be able to gather emails by Tag.
    • Enhancing the UI design for UNOFAS.
      • Justification: Provide financial advisors with a more intuitive, visually appealing interface, optimizing content visibility to reduce the likelihood of overlooking crucial details.
      • Pull request #151
  • Contributions to the UG:
    • Updated Title and Introduction.
    • Added Argument Summary.
    • Added documentation for the features gather.
    • Reading through UG and identifying any formatting or ambiguity concerns in the descriptions.
  • Contributions to the DG:
    • Added target user profile, value proposition, user stories and user cases. #49
    • Added class diagram and sequence diagram for gather feature.
    • Added implementation details for gather feature.
    • Added planned enhancement for gather feature.
  • Community:
    • PRs reviewed (with non-trivial commments): #108, #90, #133
  • Contributions to team-based tasks:
    • Release product for v1.1.
    • Added screenshots into project notes document for v1.2 demo.