Project: LeadsForce

LeadsForce - LeadsForce is a client management software that was created to help student financial advisors to keep track of client information and client meetings. Optimised with a command-line interface (CLI), the application seeks to streamline the way financial advisors have been managing clients.

Mentioned below are my contributions to the project.

  • Added several client attributes (Pull Request: #45):
    • The attributes I have added to LeadsForce includes current plans and Last Met.
    • Current financial plans allows financial advisors to keep track of current financial plans, so that they can have a more comprehensive idea of the financial state of their clients
    • Client ID is used in order to make it easier for commands to run, and is used extensive throughout LeadsForce.
    • Amended the edit, add commands to allow the app to take in these attributes
    • Highlights: this feature involved changing many features throughout the application since a lot of the features relies on these attributes. Since the attributes are quite pervasive throughout the application, I had the chance to work with every component of the application.
  • New Command: Schedule (Pull Request: #111, #145)
    • What it does: the command allows financial advisors to see the schedule of meetings they have with clients
    • Justification: Clients can simply use this command to determine the schedule of meetings that they have on the day.
    • Highlights: this feature was implemented with several teammates. Since I was doing the backend portion, the implementation came with several challenges in understanding my teammates portion (the GUI portion) and how it can be linked to my implementation of the schedule command.
  • New Command: View (Pull Request: #45)
    • What it does: view in-depth information of a client
    • Justification: To be able to view the client’s in-depth information
    • Mainly did the backend of the view command
  • Enhancements to existing features:
    • Updated the edit and add command to accommodate the new attributes in LeadsForce (Pull Request: #67)
    • Wrote additional tests for existing features to increase coverage

  • Code contributed: RepoSense link

  • Documentation:
    • User Guide (Pull Request: #205):
      • Overhauled the User Guide to using icons and tables to increase readability
      • Removed bugs and misunderstandings from user guide
      • Wrote the edit and view commands in the user guide (#24)
      • Introduced the QnA portion, troubleshooting portion, client information portion, bugs reporting portion and the introduction into the user guide.
      • Added the expected outcomes of commands and screenshots into the user guide.
      • Organisation and dividing of the user guide into clear portions and
    • Developer Guide (Pull Request: #205):
      • Added implementation details of the edit command
      • Wrote the introduction, expanded on use cases, manual testing portion, product scope and the different components.
      • Color coded the different components of the application.
      • standardising the diagrams to make it easier to read, and changing the colours of the diagrams to increase readability.