Project: Advis.io

Advis.io (AIO) is a all-in-one solution for financial advisors with problems managing their clientele. AIO is currently available on PC, and is optimized for use via a Command Line Interface (CLI) while still having the benefits of having a Graphical User Interface (GUI).

Given below are my contributions to the project.

  • New Feature: Added the ability to select client
    • What it does: Allows the user to select a client and display his or her information with their relevant policies on the UI panel.
    • Justification: It is neater to be able to view the specific client information that you are interested in only.
    • Highlights: This enhancement affects all other commands and is the core mechanism for navigating around Advis.io.
  • New Feature: Client Label on GUI
    • What it does: Allows the user to view the details of the selected client.
    • Justification: It removes clutter from the client list and enables the user to focus on one client at a time.
  • New Feature: Appointment Label on GUI
    • What it does: Allows the user to view the next appointment coming up for the selected client.
    • Justification: It helps the user keep track on their progress with the selected client.
  • New Feature: Policy List Panel on GUI
    • What it does: Allows the user to view the policies subscribed to by a client.
    • Justification: This feature enables the visualization and organization of policies in Advis.io.

  • **Code contributed **: RepoSense link

  • Project management:
    • Led weekly sprint meetings to update the team on the progress of the project and organize future work.
    • Managed the distribution of work throughout the project development.
    • Managed milestones v1.1, v1.2, v1.3, v1.4 on GitHub.
    • Managed the approval and merging of individual branches to the team master branch.
    • Issued tasks to individual members and monitored each member’s work progress.
  • Enhancements to existing features:
    • Enhanced GUI layout and color scheme (Pull request #83)
    • Enhanced the CommandResult functionality to accommodate for the select command
  • Documentation:
    • User Guide:
      • Added documentation for the features select #96
      • Reformatted UG and added UG links to table of contents #113
      • Updated image demos for commands
    • Developer Guide:
      • Updated and added UML diagrams in the UI to suit the context of our product.
      • Added implementation details of the select feature #90.
      • Added sequence diagram for the start function when initializing the application.
      • Added control flow and detailed documentation of the ‘UI’ component.
      • Added implementation details of MainWindow, ClientLabel, ClientListPanel and PolicyListPanel controller classes.
      • Added design considerations of the UI design, and alternatives considered.
  • Community: