Rapportbook

Financial advisors (FA) rely on a large client base for their job. Rapportbook helps new FAs be effective in managing and engaging their clients, by solving the following problems:

  • Inefficient use of time
  • Motivational issues
  • Tracking information about clients
  • Hard to promote success status online

Given below are my contributions to the project.

  • Code contributed: RepoSense link
  • Minor feature: Implemented auto-copy functionality to message generate #115
  • Code refactor: Refactored TargetPerson class used for show command for enhanced defensive programming and integration to the UI #99. Find out more about the show command in weiquany’s PPP.
  • Main responsiblity: UI/UX Design
    • Despite limitations imposed by JavaFx, designed the UI based on Material Design #44
    • Implemented different UI components for the features that others had worked on #56, #69, #90
    • Implemented bug fixes and suggestions for UI that others have brought up during their testing #55, #99, #112, #115
  • Contribution to team-based tasks
    • Initial setting up of repository, including the creation of a new GitHub organisation, configuring code-cov and GitHub pages.
    • v1.3 demo
    • Updated all screenshots for v1.4 for consistency #188
    • (Future) Recorded video demo for v1.4.
  • Review/mentoring contributions:
  • Contributions to the UG:
    • Helped ported over the initial user guide draft to markdown #22
    • Fixed UG bugs reported in v1.3 PE-D #130
  • Contributions to the UG:
    • Added design considerations for UI section, and updated Architecture section to properly reflect our new code #86