By: Team T09-4      Since: Aug 2018      Licence: MIT

1. Setting up

1.1. Prerequisites

  1. JDK 9 or later

    JDK 10 on Windows will fail to run tests in headless mode due to a JavaFX bug. Windows developers are highly recommended to use JDK 9.
  2. IntelliJ IDE

    IntelliJ by default has Gradle and JavaFx plugins installed.
    Do not disable them. If you have disabled them, go to File > Settings > Plugins to re-enable them.

1.2. Setting up the project in your computer

  1. Fork this repo, and clone the fork to your computer

  2. Open IntelliJ (if you are not in the welcome screen, click File > Close Project to close the existing project dialog first)

  3. Set up the correct JDK version for Gradle

    1. Click Configure > Project Defaults > Project Structure

    2. Click New…​ and find the directory of the JDK

  4. Click Import Project

  5. Locate the build.gradle file and select it. Click OK

  6. Click Open as Project

  7. Click OK to accept the default settings

  8. Open a console and run the command gradlew processResources (Mac/Linux: ./gradlew processResources). It should finish with the BUILD SUCCESSFUL message.
    This will generate all resources required by the application and tests.

1.3. Verifying the setup

  1. Run the seedu.planner.MainApp and try a few commands

  2. Run the tests to ensure they all pass.

1.4. Configurations to do before writing code

1.4.1. Configuring the coding style

This project follows oss-generic coding standards. IntelliJ’s default style is mostly compliant with ours but it uses a different import order from ours. To rectify,

  1. Go to File > Settings…​ (Windows/Linux), or IntelliJ IDEA > Preferences…​ (macOS)

  2. Select Editor > Code Style > Java

  3. Click on the Imports tab to set the order

    • For Class count to use import with '*' and Names count to use static import with '*': Set to 999 to prevent IntelliJ from contracting the import statements

    • For Import Layout: The order is import static all other imports, import java.*, import javax.*, import org.*, import com.*, import all other imports. Add a <blank line> between each import

Optionally, you can follow the UsingCheckstyle.adoc document to configure Intellij to check style-compliance as you write code.

1.4.2. Updating documentation to match your fork

After forking the repo, the documentation will still have the SE-EDU branding and refer to the se-edu/addressbook-level4 repo.

If you plan to develop this fork as a separate product (i.e. instead of contributing to se-edu/addressbook-level4), you should do the following:

  1. Configure the site-wide documentation settings in build.gradle, such as the site-name, to suit your own project.

  2. Replace the URL in the attribute repoURL in DeveloperGuide.adoc and UserGuide.adoc with the URL of your fork.

1.4.3. Setting up CI

Set up Travis to perform Continuous Integration (CI) for your fork. See UsingTravis.adoc to learn how to set it up.

After setting up Travis, you can optionally set up coverage reporting for your team fork (see UsingCoveralls.adoc).

Coverage reporting could be useful for a team repository that hosts the final version but it is not that useful for your personal fork.

Optionally, you can set up AppVeyor as a second CI (see UsingAppVeyor.adoc).

Having both Travis and AppVeyor ensures your App works on both Unix-based platforms and Windows-based platforms (Travis is Unix-based and AppVeyor is Windows-based)

1.4.4. Getting started with coding

When you are ready to start coding,

  1. Get some sense of the overall design by reading Section 2.1, “Architecture”.

  2. Take a look at Appendix A, Suggested Programming Tasks to Get Started.

2. Design

2.1. Architecture

Architecture
Figure 1. Architecture Diagram

The Architecture Diagram given above explains the high-level design of the App. Given below is a quick overview of each component.

The .pptx files used to create diagrams in this document can be found in the diagrams folder. To update a diagram, modify the diagram in the pptx file, select the objects of the diagram, and choose Save as picture.

Main has only one class called MainApp. It is responsible for,

  • At app launch: Initializes the components in the correct sequence, and connects them up with each other.

  • At shut down: Shuts down the components and invokes cleanup method where necessary.

Commons represents a collection of classes used by multiple other components. Two of those classes play important roles at the architecture level.

  • EventsCenter : This class (written using Google’s Event Bus library) is used by components to communicate with other components using events (i.e. a form of Event Driven design)

  • LogsCenter : Used by many classes to write log messages to the App’s log file.

The rest of the App consists of four components.

  • UI: The UI of the App.

  • Logic: The command executor.

  • Model: Holds the data of the App in-memory.

  • Storage: Reads data from, and writes data to, the hard disk.

Each of the four components

  • Defines its API in an interface with the same name as the Component.

  • Exposes its functionality using a {Component Name}Manager class.

For example, the Logic component (see the class diagram given below) defines it’s API in the Logic.java interface and exposes its functionality using the LogicManager.java class.

LogicClassDiagram
Figure 2. Class Diagram of the Logic Component

Events-Driven nature of the design

The Sequence Diagram below shows how the components interact for the scenario where the user issues the command delete 1.

SDforDeleteRecord
Figure 3. Component interactions for delete 1 command (part 1)
Note how the Model simply raises a FinancialPlannerChangedEvent when the Financial Planner data are changed, instead of asking the Storage to save the updates to the hard disk.

The diagram below shows how the EventsCenter reacts to that event, which eventually results in the updates being saved to the hard disk and the status bar of the UI being updated to reflect the 'Last Updated' time.

SDforDeleteRecordEventHandling
Figure 4. Component interactions for delete 1 command (part 2)
Note how the event is propagated through the EventsCenter to the Storage and UI without Model having to be coupled to either of them. This is an example of how this Event Driven approach helps us reduce direct coupling between components.

The sections below give more details of each component.

2.2. UI component

UiClassDiagram
Figure 5. Structure of the UI Component

API : Ui.java

The UI consists of a MainWindow that is made up of parts e.g.CommandBox, ResultDisplay, PersonListPanel, StatusBarFooter, WelcomePanel etc. All these, including the MainWindow, inherit from the abstract UiPart class.

The UI component uses JavaFx UI framework. The layout of these UI parts are defined in matching .fxml files that are in the src/main/resources/view folder. For example, the layout of the MainWindow is specified in MainWindow.fxml

The UI component,

  • Executes user commands using the Logic component.

  • Binds itself to some data in the Model so that the UI can auto-update when data in the Model change.

  • Responds to events raised from various parts of the App and updates the UI accordingly.

2.3. Logic component

LogicClassDiagram
Figure 6. Structure of the Logic Component

API : Logic.java

  1. Logic uses the FinancialPlannerParser class to parse the user command.

  2. This results in a Command object which is executed by the LogicManager.

  3. The command execution can affect the Model (e.g. adding a record) and/or raise events.

  4. The result of the command execution is encapsulated as a CommandResult object which is passed back to the Ui.

Given below is the Sequence Diagram for interactions within the Logic component for the execute("delete 1") API call.

DeletePersonSdForLogic
Figure 7. Interactions Inside the Logic Component for the delete 1 Command

2.4. Model component

ModelClassDiagram
Figure 8. Structure of the Model Component

API : Model.java

The Model,

  • stores a UserPref object that represents the user’s preferences.

  • stores the Financial Planner data.

  • exposes an unmodifiable ObservableList<Record> that can be 'observed' e.g. the UI can be bound to this list so that the UI automatically updates when the data in the list change.

  • exposes an unmodifiable ObservableList<Limit> that can be observed

  • contains a FilteredList<Record> of all records in the current month which is updated automatically and has listeners bound to it that will notify the Ui of any changes

  • does not depend on any of the other three components.

As a more OOP model, we can store a Tag list in Financial Planner, which Record can reference. This would allow Financial Planner to only require one Tag object per unique Tag, instead of each Person needing their own Tag object. An example of how such a model may look like is given below.

ModelClassBetterOopDiagram

2.5. Storage component

StorageClassDiagram
Figure 9. Structure of the Storage Component

API : Storage.java

The Storage component,

  • can save UserPref objects in json format and read it back.

  • can save the RecordList data in xml format and read it back.

  • can save the LimitList data in xml format and read it back.

2.6. Common classes

Classes used by multiple components are in the seedu.planner.commons package.

3. Implementation

This section describes some noteworthy details on how certain features are implemented.

3.1. Undo/Redo feature

3.1.1. Current Implementation

The undo/redo mechanism is facilitated by VersionedFinancialPlanner. It extends FinancialPlanner with an undo/redo history, stored internally as an financialPlannerStateList and currentStatePointer. Additionally, it implements the following operations:

  • VersionedFinancialPlanner#commit() — Saves the current financial planner state in its history.

  • VersionedFinancialPlanner#undo() — Restores the previous financial planner state from its history.

  • VersionedFinancialPlanner#redo() — Restores a previously undone financial planner state from its history.

These operations are exposed in the Model interface as Model#commitFinancialPlanner(), Model#undoFinancialPlanner() and Model#redoFinancialPlanner() respectively.

Given below is an example usage scenario and how the undo/redo mechanism behaves at each step.

Step 1. The user launches the application for the first time. The VersionedFinancialPlanner will be initialized with the initial financial planner state, and the currentStatePointer pointing to that single financial planner state.

UndoRedoStartingStateListDiagram

Step 2. The user executes delete 5 command to delete the 5th person in the financial planner. The delete command calls Model#commitFinancialPlanner(), causing the modified state of the financial planner after the delete 5 command executes to be saved in the financialPlannerStateList, and the currentStatePointer is shifted to the newly inserted financial planner state.

UndoRedoNewCommand1StateListDiagram

Step 3. The user executes add n/Mala …​ to add a new record. The add command also calls Model#commitFinancialPlanner(), causing another modified financial planner state to be saved into the financialPlannerStateList.

UndoRedoNewCommand2StateListDiagram
If a command fails its execution, it will not call Model#commitFinancialPlanner(), so the financial planner state will not be saved into the financialPlannerStateList.

Step 4. The user now decides that adding the record was a mistake, and decides to undo that action by executing the undo command. The undo command will call Model#undoFinancialPlanner(), which will shift the currentStatePointer once to the left, pointing it to the previous financial planner state, and restores the financial planner to that state.

UndoRedoExecuteUndoStateListDiagram
If the currentStatePointer is at index 0, pointing to the initial financial planner state, then there are no previous financial planner states to restore. The undo command uses Model#canUndoFinancialPlanner() to check if this is the case. If so, it will return an error to the user rather than attempting to perform the undo.

The following sequence diagram shows how the undo operation works:

UndoRedoSequenceDiagram

The redo command does the opposite — it calls Model#redoFinancialPlanner(), which shifts the currentStatePointer once to the right, pointing to the previously undone state, and restores the financial planner to that state.

If the currentStatePointer is at index financialPlannerStateList.size() - 1, pointing to the latest financial planner state, then there are no undone financial planner states to restore. The redo command uses Model#canRedoFinancialPlanner() to check if this is the case. If so, it will return an error to the user rather than attempting to perform the redo.

Step 5. The user then decides to execute the command list. Commands that do not modify the financial planner, such as list, will usually not call Model#commitFinancialPlanner(), Model#undoFinancialPlanner() or Model#redoFinancialPlanner(). Thus, the financialPlannerStateList remains unchanged.

UndoRedoNewCommand3StateListDiagram

Step 6. The user executes clear, which calls Model#commitFinancialPlanner(). Since the currentStatePointer is not pointing at the end of the financialPlannerStateList, all financial planner states after the currentStatePointer will be purged. We designed it this way because it no longer makes sense to redo the add n/David …​ command. This is the behavior that most modern desktop applications follow.

UndoRedoNewCommand4StateListDiagram

The following activity diagram summarizes what happens when a user executes a new command:

UndoRedoActivityDiagram

3.1.2. Design Considerations

Aspect: How undo & redo executes
  • Alternative 1 (current choice): Saves the entire financial planner.

    • Pros: Easy to implement.

    • Cons: May have performance issues in terms of memory usage.

  • Alternative 2: Individual command knows how to undo/redo by itself.

    • Pros: Will use less memory (e.g. for delete, just save the person being deleted).

    • Cons: We must ensure that the implementation of each individual command are correct.

Aspect: Data structure to support the undo/redo commands
  • Alternative 1 (current choice): Use a list to store the history of financial planner states.

    • Pros: Easy for new Computer Science student undergraduates to understand, who are likely to be the new incoming developers of our project.

    • Cons: Logic is duplicated twice. For example, when a new command is executed, we must remember to update both HistoryManager and VersionedFinancialPlanner.

  • Alternative 2: Use HistoryManager for undo/redo

    • Pros: We do not need to maintain a separate list, and just reuse what is already in the codebase.

    • Cons: Requires dealing with commands that have already been undone: We must remember to skip these commands. Violates Single Responsibility Principle and Separation of Concerns as HistoryManager now needs to do two different things.

3.2. Auto Complete Feature

3.2.1. Current Implementation

The autocomplete mechanism is facilitated by the NewAutoCompletionBinding class. It represents the binding of the autocomplete window to the CommandBox and is the component that manages the interactions between the text input and the contents of the autocomplete list that is displayed in the window. This feature observes the text input in the CommandBox and displays a list of words in another window under the CommandBox for the user to select and complete his current focus text - the word he is currently typing.

The key components in this class are the autoCompletionPopup and the caretChangedListener that perform the key functionalities.

caretChangedListener is an observer that checks the caret in the command box and is triggered whenever the caret changes its position, whether a character is typed or the caret is moved using the arrow keys. When triggered, it reads the text in the command box and checks the position of the caret, then extracts the current word of target to be completed as well as the current input text and the prefix of the current word if any. Extraction is done by tracing back from the caret position and as well as tracing forward. Any characters that are not a whitespace and are not separated by a whitespace are considered to be the same word as the current word to be completed. The text before and after the word to completed are also saved so they will not be lost upon completion.

This listener passes the extracted String input to the CustomSuggestionProvider through updateSuggestions.

CustomSuggestionProvider reads the word to be competed and the input text. It trims and splits the input text and find the index of the word to completed. It reads the first input first as it is the key command word and performs a different operation on the input string depending on the command word as well as any possible following parameters.

Functions which are supported by autocomplete will parse the input individually through the different private methods available in CustomSuggestionProvider. Once it has decided which set of texts to be the new word suggestion bank, it calls the CustomSuggestionProvider#updateSuggestions overloaded method to update the SuggestionProvider.

After updating the SuggestionProvider, NewAutoCompletionBinding#SetUserInput calls onUserInputChanged which is responsible for updating the suggestions list according to what the word to be completed is. As this class was tweaked from the library implementation, the threading involved in this method will not be detailed. It updates the list of suggestions by comparing the user input word to the list of suggestions and passes the resultant list to the autoCompletionPopup which will proceed to display the list of text in the popup below the command box.

Now back to the autoCompletionPopup, whenever the user highlights a selected word input and selects it, the autoCompletionPopup#setOnSuggestion is triggered and will try to complete the word with the selected text and once completed, it hides the popup and sets the caret to the end of the newly completed word.

The following sequence diagram shows how the auto completion operation works:

AutoCompleteSequenceDiagram

3.2.2. Design Considerations

Aspect: Method to Update Suggestion Bank to use for comparison to input word
  • Alternative 1 (current choice): Use listeners to the caret in the command box

    • Pros: Accurate parsing of input and able to detect which word is currently in focus.

    • Cons: Difficult to correctly parse text, as need to avoid whitespaces. Also led to many index array exceptions that can occur when checking the input.

  • Alternative 2: Use text listeners in the command box

    • Pros: Simple to implement, similar to library implementation. Safe and minimal room for errors.

    • Cons: Cannot autocomplete by word, can only complete the last word input in the command box. Unable to perform completion for texts before the last word.

Aspect: Method to compare input word to Suggestion Bank to obtain displayed list of words
  • Alternative 1 (current choice): Check if suggestion bank word begins with input word

    • Pros: Simple, straightforward autocomplete for users. Users that are already good at typing and spelling will have a breeze using this implementation.

    • Cons: Smaller range of completion texts as users need to accurately type the first few letters before getting a an expected completion suggestion.

  • Alternative 2: Check if suggestion bank word contains input word e.g type tag → suggests findtag

    • Pros: User can type whichever word is convenient to them to obtain a suggestion they desire. Users who may not know the full spelling of a word and only partially will enjoy this.

    • Cons: Range of texts displayed may be excessive and not appealing to all users.

3.3. List history feature

3.3.1. Current Implementation

The list mechanism is facilitated by ModelManager. It represents an in-memory model of the FinancialPlanner and is the component which manages the interactions between the commands and the VersionedFinancialPlanner. ListCommand calls ModelManager#updateFilteredRecords and passes in different predicates depending on the argument mode.

This feature has only one keyword list but implements 3 different argument modes to allow users to access multiple versions of the same command. The three argument modes are as listed below:

  • No Argument mode — Requires no arguments and returns the entire list of records in the FinancialPlanner.

  • Single Argument mode — Requires a single date and returns all records containing that date

  • Dual Argument mode — Requires 2 dates, a start date and an end date. It returns all records containing dates within the time frame of start date and end date, inclusive of both start date and end date The mechanism that facilitates these modes can be found in the ListCommandParser#parse. Below is a overview of the mechanism:

    1. The input given by the user is passed to ArgumentTokeniser#tokenise to split the input separated by prefixes which returns a ArgumentMultiMap which contains a map with prefixes as keys and their associated input arguments as the value.

    2. The string associated with d/ is then passed into ListCommandParser#splitByWhitespace for further processing and returns an array.

    3. The argument mode is determined by the size of this array and the elements are further processed into Date objects, before creating and returning a ListCommand object.

The ListCommand has two constructors which makes use of overloading to reduce code complexity, one with no argument and the other one with 2 Date arguments.

The following sequence diagram shows how the list operation works:

ListSequenceDiagram

For simplicity, interactions with the UI is not shown in the diagram above.
The update of the UI RecordListPanel is done through the event system. FilteredList is a type of ObservableList implemented by the Java 8 API and it will propagate any changes to the list to any listeners listening to it. This listener is present in RecordListPanel and will update the UI list automatically.

3.3.2. Design Considerations

Aspect: Data structure to support listing of records
  • Alternative 1 (current choice): Uses a FilteredList that is tracked by the UI. FilteredLIst is a wrapper around the ObservableList<Record> that is stored in UniquePersonList which allows for any changes in the observable list to be propagated to the filtered list automatically.

    • Pros: Easy to implement

    • Cons: May take a significantly longer time to list records if there are many records spanning across a large timeframe.

  • Alternative 2: Implement a HashMap with Date as the key and Record as the value.

    • Pros: Allows for constant time complexity to access any elements. Hence, listing records can potentially be faster.

    • Cons: Current UI implementation relies on FilteredList. In order for UI to be compatible with the new data structure, the UI may need to change its implementation to ObservableMap instead. Alternatively, one can utilise a HashMap to first generate the list and pass the list reference into FilteredList. However, there is a need to code a filter function.

3.4. Sort records feature

3.4.1. Current Implementation

The sort mechanism is facilitated by ModelManager. It extends FinancialPlanner with a component that sorts the internal list of records. SortCommand calls ModelManager#sortFilteredRecordList and passes in the category to be sorted by and the sort order.

This feature has one keyword sort and takes in arguments of either category or order of sort. Keywords are not case sensitive.

Category can be either of the following keywords: name, date, money, moneyflow

Order can be either of the following keywords: desc - descending, asc - ascending

This feature has 2 different kind of modes as follows:

  1. Single Argument Mode - Input argument can be either the category or the order of sort

    • If category specified, records are sorted in ascending order of that category

    • If order specified, records will be sorted by name in the specified order

  2. Duo Argument Mode - Input arguments must contain only 1 category and only 1 order, and can be input in no particular order

The input given by the user is passed to SortCommandParser to split the input separated by whitespaces to ensure there is either only one or two arguments input by the user. These arguments are stored in an array of strings and the size of the array determines the mode of the command.

The strings are compared to two sets of strings containing the supported categories and orders of the function. The string of the category and a boolean representing whether the records are to be reversed will then be passed to ModelManager to sort the records.

Since the displayed list in the UI is a FilteredList which is a wrapper for the underlying list UniqueRecordList structure, sorting the internal list of records in versionedFinancialPlanner will post an event that notifies the UI to update the displayed list.

The following sequence diagram shows how the sort operation works:

width:800

3.4.2. Design Considerations

Aspect: Method of sorting data
  • Alternative 1 (current choice): Sort the observable array list in the underlying data structure in UniqueRecordList

    • Pros: Easy to implement, sorting will be permanent, user need not sort again with every following command

    • Cons: Not very intuitive, user may not have intended to modify the underlying data arrangement instead only want to sort the data just this once for viewing

  • Alternative 2: Sort the FilteredList of records obtained after filtering the underlying array list

    • Pros: Does not allow the user to alter the arrangement of the underlying data, and only obtains a sorted version of the read only data.

    • Cons: Unable to sort a FilteredList as it does not support it, implementations could instead use SortedList but it will not be able to perform the filtering function

3.5. View summary feature

This feature allows the user to view a summary table of all their financial activity within a period of time. There are 3 different ways the user can view the summary, one is summary by date which means the summary of each day in the period will be provided, summary by month or summary by category.

The corresponding command required for this feature is summary and the user will have to supply 2 dates and a compulsory parameter mode which determines whether they are viewing summary by date, by month or by category. This feature involves most components of FinancialPlanner with the exception of Storage. It can also be broadly split into 2 phases, the logic phase which generates the summary and the UI phase which allows users to view the summary in a table.

As shown below, SummaryByDateCommand, SummaryByCategoryCommand, SummaryByMonthCommand is a type of SummaryCommand and thus inherits from SummaryCommand. The rationale behind this design choice is that code shared by these classes can be placed in SummaryCommand for code reuse. This makes it easier for future developers to easily extend this functionality.

SummaryCommandClassDiagram
Figure 10. Class diagram showing the inheritance from SummaryCommand

Also, these commands utilise their own version of summary lists which is also inherited from the parent class SummaryList as shown below. Below details the logic phase.

  1. When the user types in the command "summary date d/1-1-2018 12-12-2018", the command is passed from LogicManager to FinancialPlannerParser. In here, the system chooses which parser to use and calls its parse method which is polymorphic, meaning that every parser has the same function but use different implementation.

  2. In this class, based on the mode parameter given, the system chooses a SummaryCommand to instantiate and pass the reference back to the Logic Manager. The various checks for the validity of the parameters also occur during this stage.

  3. After the SummaryCommandObject is created, SummaryByDateCommand#execute is called. The responsibility of SummaryByDateCommand is a manager that has retrieves information from model and passes it to other components. SummaryByDateCommand gets the filtered list from Model using Model#getFilteredRecordList and passes it to the constructor of SummaryByDateList. The creates SummaryList object which is then passed into a ShowSummaryTableEvent before triggering the event.

  4. The entire logic process is the same for SummaryByMonthCommand and SummaryByCategoryCommand but uses different lists.

The sequence diagram below details the sequence of program executions for the logic phase.

SummarySequenceDiagram
Figure 11. Sequence diagram for high level interactions in logic phase

The next phase of the program execution is performed in the UI components.

  1. MainWindow will listen for the ShowSummaryTableEvent and render all Main UI panels invisible before rendering StatsDisplayPanel visible.

  2. It then calls the handler function in StatsDisplayPanel which will create tabs and call the constructor of SummaryDisplay.

  3. Within the constructor of SummaryDisplay, the table is created and the SummaryList is converted into a Ui friendly list.

3.5.1. Design Considerations

Aspect: Method of generating the summary
  • Alternative 1 (current choice): Generate the summary list whenever the summary command is called.

    • Pros: Easier to implement and maintain. Sufficient for the intended target audience of FinancialPlanner.

    • Cons: This requires looping through each record in the filtered record list obtained from the Model. To aid in the time complexity, the internal implementation of SummaryList was done using hash maps instead which allowed for constant time random access.. However, the initial filtering is close to linear time complexity which could slow down the app if many records are inside. Also, the list had to be created every time summary is called which could be slow if the command is called multiple times.

  • Alternative 2: Morph the record list into a record hash map of record lists instead

    • Pros: A hash map allows for constant random access to a record list of a particular date assuming the key for the hash map is using dates. Thus, the filtering function does not need to loop through as many records and the time taken would be lower especially when the database in the application is large.

    • Cons: Might be too specific to only 1 type of category like categorising by date. If any other types are required, another map may have to be added. This implementation may make the system rigid and hard to modify in the future.

  • Alternative 3: Cache the summary list in financial planner

    • Pros: By caching the summary list in the financial planner and assigning a boolean variable along with information on the filter predicate to it to determine if it is modified, we can reduce the number of times summary list is recreated every time the summary command is called. When the summary command is called, it checks the boolean variable to see if summary list needs to be modified. If it doesn’t need to be regenerated, the system will simply read directly from ModelManager.

    • Cons: This implementation involves tracking of the state of the summary list. If it is not done systematically, it may have some hidden bugs which can be hard to test. Also, if the sequence of commands is as follows, summary, add, summary, the time required is still long.

3.5.2. Aspect: Method of switching UI panels

  • Alternative 1(current choice): Disable all UI panels within the Main UI placeholder before enabling the desired one

    • Pros: Easy to implement and apply it to other newly created panels. To make use of the current implementation, the panel can simply be the children of the main Ui placeholder and its event handler can be placed in main window.

    • Cons: Might be inefficient when there are many panels or many switching as the same process must be repeated for all panels. However, this is unrealistic and it is unlikely that there are a lot of UI panels for it to make a significant impact.

  • Alternative 2: Track which UI panel is visible and only hide that panel

    • Pros: Might have some benefits if the amount of resources available is low

    • Cons: Slightly harder to implement but unlikely to have visible benefits.

3.6. View category breakdown feature

3.6.1. Current Implementation

This feature allows the user to view a pie chart breakdown o f all expenses and all income within a date range which the user can specify.

The corresponding command required for this feature is stats.For this feature, users have to enter 2 dates, one starting date and one ending date. This feature is facilitated by a few key components of FinancialPlanner, Logic, Model, UI and function executions can be split into 2 phases, the Logic phase and the UI phase. The detailed execution sequence of functions used for Logic phase are as shown below.

StatisticLogicSequenceDiagram
Figure 12. Sequence diagram for high level interactions in logic phase

Consider the situation where the user enters "stats d/1-1-2018 12-12-2018":

  • When user enters the command, the LogicManager recognises the command and calls the FinancialPlannerParser to process the new command as shown above.

  • The FinancialPlannerParser will then search for the stats keyword required and once it is found, the rest of the command minus the keyword is passed in as a parameter to StatisticCommandParser.

  • The StatisticCommandParser will then parse the arguments and create a new StatisticCommand object before returning its reference. The activity diagram below details the mechanism within the StatisticCommandParser#parse method.

StatisticParserActivityDiagram
Figure 13. Activity diagram for details in StatisticCommandParser
  • Once StatisticCommand#execute is called, it will then search through the in-memory data of FinancialPlanner and return a list containing all records within the date range and including both the start dates and end dates. This functionality is facilitated by the ModelManager which is the class that manages all interactions between Logic and Model component, by`ModelManager#updateFilteredRecords`. The command then retrieves the filteredList from ModelManager and passes it into the constructor of CategoryStatisticsList.

  • In this constructor, it will loop through all the records in the list and add them into an internal map. The internal data structure in CategoryStatisticsList is a hash map, to aid in the adding process, however it only outputs lists and not the map. This functionality is facilitated by CategoryStatisticsList#addToCategoryStatistics which checks whether the record is in the map.

  • If the record is not present, it creates a new CategoryStatistic object and adds that to the map. If the record is present, the record is then added to the existing CategoryStatistic object.

  • The flow of control returns to StatisticCommand and StatisticCommand calls the read function of CategoryStatisticsList to obtain a read-only list and passes it into an event constructor before posting the event ShowPieChartStatsEvent.

After the event is posted, the execution proceeds to the UI phase where there is a listener in MainWindow listening to this event. This is facilitated by the event system in FinancialPlanner. The sequence diagram below details the program flow of the functions executed in UI phase for creating the pie chart for total expense.

StatisticUiSequenceDiagram
Figure 14. Sequence diagram for high level interactions in UI phase
  • When the event is caught by the listener in MainWindow, MainWindow looks through all children of the MainWindow#mainUiPanelPlaceholder and executes the hide function in them. This will make all children hidden from view in the UI which ensures that the UI is displayed correctly.

  • As shown above, the function StatsDisplayPanel#handleShowPieChartDataEvent is called which will call the constructor of MixedPieChartData. The detailed execution details within this class is as shown in the activity diagram below.

StatisticUiActivityDiagram
Figure 15. Activity diagram for details in MixedPieChartDataList

The program flow is then as shown above where the CategoryBreakdown is created and instantiated with 2 lists, one being expenseLabelData and other being expenseLegendData. In the current implementation, whenever stats is called, 2 tabs will be created, one for total income and one for total expense. Thus, the same program sequence after construction for CategoryBreakdown is also repeated for total income.

The sequence diagram below details the program flow after the constructor of CategoryBreakdown class is called.

StatisticUiDetailedSequenceDiagram
Figure 16. Sequence diagram for creation of pie charts
Note that the CustomLegend class is located within the CustomPieChart class which inherits from the JavaFX PieChart class. This legend class can only be accessed within CustomPieChart for security purposes.

3.6.2. Design Considerations

Aspect: Data structure to support statistic command
  • Alternative 1 (current choice): The pie chart breakdown is regenerated from the filtered list every time this command is called.

    • Pros: Reduce overhead during normal operations like adding, deleting and editing if we do not have to update the statistics in real time.

    • Cons: If the command is called multiple times, this process could be repeated many times which may make the app sluggish when there are many records.

  • Alternative 2: Use a data structure to store the statistic information when there is mutation of data

    • Pros: Since the statistics are constantly updated, whenever the command is called, system can read directly and not have to recompute.

    • Cons: Adds overhead to usual operations. Benefits may not be visible if the command is not called frequently.

3.7. View current month’s breakdown

This feature does not require user to type any command into the command box or update manually. It provides information about the category breakdown for the current month, presenting income and expense statistics together in one panel. In addition, to improve usability, accelerators were assigned to the menu bar and HOME key is the corresponding accelerator for this feature.

The current implementation of this feature closely follows the observer design pattern. Whenever the system detects changes to the underlying list, like adding, deleting or editing records, it updates a listener which is attached to the FilteredList recordsInCurrentMonth present in ModelManager. To check if the current month is the same as the cached month, the listener will run a check by creating a separate DateIsWithinIntervalPredicate and comparing it with the current Predicate of the filtered list. This listener will then process changes in the list and compute a CategoryStatisticsList before passing it into the constructor of UpdateWelcomePanelEvent. Then the event is triggered, and the corresponding listener on the UI side is called.

The program flow on the UI side is similar to that of viewing category breakdown of a time period with the exception that tabs are not created.

The accelerators and the menu bar is connected to the UI component and will trigger MainWindow#handleHome whenever the accelerator HOME key or Home is selected using the menu.

3.8. Find records by tag feature

3.8.1. Current Implementation

The findtag mechanism is also facilitated by ModelManager. FindTagCommand calls ModelManager#updateFilteredRecords and passes in different predicates depending on the input by the user.

This feature has only one keyword findtag and a single working mode which takes in any number of input arguments. The input given by the user is passed to FindTagCommandParser#parse to split the desired tags the user wants to search by into an array of strings. The array of strings is passed into TagsContainsKeywordsPredicate to create the predicate for updateFilteredRecordList required in ModelManager.

In TagsContainsKeywordsPredicate, to compare for a match, every keyword in the array is compared against the set of tags of each record and as long as any tag matches any of the keywords, the predicate will evaluate to true and allows the FilteredList to filter out the records that do not fulfil the predicate.

FindTagCommandParser returns a FindTagCommand object which calls updateFilteredRecordList to set the new predicate and obtain a new filteredRecords based on the predicate, which will also trigger an event for the UI to read in and display the new records.

The following sequence diagram shows how the limit operation works:

width:800

3.9. Limit features

  • Limit features' storage:

    • The limit features are based on the data type Limit, which includes two Date s and one moneyFlow. When entering only one date, the parser will let the date be both dateStart and dateEnd. It is equivalent to entering two same dates.

    • DateStart will always be earlier than or equal to dateEnd.

    • The limit storage is based on the Date . More than one limit for the same period of time is not allowed.

  • Limit features’s check:

    • Whenever the user change the recordList information, including adding a record, deleting a record and editing a record, all the limits will be checked automatically by calling the function autoLimitCheck().

    • The autoCheckLimit() function will look through all the records, calculate the total money for each limit , generate a string which contains all the exceeded limits' information and print the string out to warn the user.

    • To get the output, the function will execute a loop, which will execute the isExceeded(), getTotalSpend() and generateLimitOutput() for every limit and combine all the limits' output into one string.

  • Limit features' MoneyFlow:

    • Unlike the moneyFlow used by addCommand, the limit moneyFlow input can only be normal real number, which does not have "-" or "+" in front of the number. For example, m/500.

    • After user input the normal real number, the parser will add a "-" at the beginning of the real number, which makes it a normal moneyFlow.

    • If user input wrong form of limit moneyFlow, the program will throw an error.

  • Limit features' parsers:

    • All the limitCommand Parsers are similar to each other. However, there are some differences between different commands. Detailed information will be provided in specific commands.

      1. The input given by the user is passed to ArgumentTokeniser#tokenise to split the input separated by prefixes.

      2. This returns a ArgumentMultiMap which contains a map with prefixes as keys and their associated input arguments as the value.

      3. The string associated with m/ will be checked. If the form is correct. If the form is wrong, the program will throw an error, otherwise it will be constructed as a MoneyFlow type.

      4. The string associated with d/ is then passed into xxxLimitCommandParser#splitByWhitespace for further processing and returns an array. This string will be split into two strings and each of them will be constructed as a Date type variable. If there is only one date string, this date will be set to both dateStart and dateEnd.

      5. After parsing the two dates, the parser will check whether the dateStart is earlier than dateEnd.

      6. Lastly a new limit will be generated with the dateStart, dateEnd and money and return the xxxLimitCommand with the limit.

  • Monthly Limit:

    • The addMonthlyLimit command is to add a continuous limit always for the current month. The limit will always check the spend of the month according to the current time. For example, if the limit was set to be 200 at April, the limit will check the total spend for April. When the time comes to May, the limit will no longer check April, instead, the limit will check the total spend of May until the last second of May.

    • The user will input only the money they want to set.

    • The parser will make the limit with a special date 01-01-9999, which is not likely to be used.

    • Once the monthly limit is going to be checked, the function generateThisMonthLimit() will be called, which will generate a temporary limit according to the current date. Then use this temporary limit to do the limit check and generate output.

3.9.1. addLimit feature

Current Implementation

This command is to add a new limit according to the dates input. The command will read in a limit and store the limit by calling the addLimit() function.

The user enters two dates (or one date) after the one "d/" index followed by money with m/ index.

  • If there is already a limit with the exactly same dates, the program will throw an error and the limit can not be added.

The following sequence diagram shows how the limit operation works:

width:800

3.9.2. deleteLimit feature

Current Implementation

This command is to delete an existing limit. The command will read in a limit with the input dates and delete the limit with the same dates by calling the deleteLimit function.

The user enters two dates (or one date) after the one "d/" index.

  • The deleteLimitCommandParser will use the dates and a dummy valid moneyFlow to make it a complete limit.

  • If there is no limit with the same dates, the program will throw an error.

The following sequence diagram shows how the deleteLimit operation works:

width:800

3.9.3. editLimit feature

Current Implementation

The editLimit command is to edit an existing limit. The command will read in a limit and replace the limit with the same dates by calliing the updateLimit() function.

The user enter two dates after the one "d/" index followed by money with m/ index.

  • If there is no limit with the same dates, the program will throw an error.

The following sequence diagram shows how the limit operation works:

width:800

3.9.4. addMonthlyLimit feature

Current Implementation

The addMonthlyLimit command is to add a monthly limit. The command will read in the monthly limit and store it by calling the addLimit() function.

The user only enter money after the one "m/" index.

  • The parser will use the special date and the input money to make a complete limit.

  • If there is already a monthly limit, the program will throw an error.

The following sequence diagram shows how the limit operation works:

width:800

3.9.5. editMonthlyLimit feature

Current Implementation

The editMonthlyLimit command is to edit the monthly limit. The command will read in the monthly limit and update the monthly limit by calling the updateLimit() function.

The user only enter money after the one "m/" index.

  • The parser will use the special date and the input money to make a complete limit.

  • If there is no monthly limit, the program will throw an error.

The following sequence diagram shows how the limit operation works:

width:800

3.9.6. deleteMonthlyLimit feature

Current Implementation

The deleteMonthlyLimit command is to delete the monthly limit. The command will read in the monthly limit and update the monthly limit by calling the deleteLimit() function.

The user will only enter the command word.

  • The parser will use the special date and a dummy moneyFlow to make a complete limit.

  • If there is no monthly limit, the program will throw an error.

The following sequence diagram shows how the limit operation works:

width:800

3.9.7. checkLimit feature

Current Implementation

This feature is to help the user to check all the limits stored inside the limitList. The function will call manualLimitCheck(), which will generate a string that contains all limits' information.

  • When there is no limits inside the limitList, the program will throw an error.

The following sequence diagram shows how the limit operation works:

width:800

3.10. Delete all the record whose date is required

3.10.1. Current implementation

The delete by date entry mechanism is facilitated by ModelManager. It represents an in-memory model of Savee and is the component which manages the interactions between the commands and the VersionedFinancialPlanner. DeleteByDateEntryCommand calls ModelManager#getFilteredRecordList to retrieve the list of all current records in the Savee. Then, it will loop through the list of records and call ModelManger#deleteRecord(Record record) to delete the record whose date is required. If there exists target records, ModelManager#commitFinancialPlanner will be called to update the current version of Savee and the message, which states records have been deleted. Then, ModelManager#autoLimitCheck will be called to check the current change in limit as we delete some records exceeds the limit or not. This feature has only one keyword deletedate and implements only 1 argument mode. The three argument modes are as listed below:

  • Single Argument mode — Requires only one date. It deletes all records whose date is required. The date must follow the format: dd-mm-yyyy, error will be thrown if the format is not correct or the date entered is not real.

The following sequence diagram shows how the list operation works:

width:800

3.11. Export the records from Savee to the Excel file.

3.11.1. Current implementation

The export into excel file mechanism is facilitated by ModelManager with the help of ExcelUtil, the utility created to handle all methods relating to Excel. It represents an in-memory model of the Savee and is the component which manages the interactions between the commands, ExcelUtil and the VersionedFinancialPlanner. ExportExcelCommand calls ModelManager#updateFilteredRecords and passes in different predicates depending on the argument mode. The List<Record> is retrieved by calling ModelManager#getFilteredRecordList. Meanwhile, it also called ModelManager#getFinancialPlanner to get the ReadOnlyFinancialPlanner. The SummaryByDateList is constructed after the ReadOnlyFinancialPlanner together with the predicate are passed into the construction of SummaryByDateList. The List<SummaryEntry> is easily retrieved from SummaryByDateList by calling SummaryByDateList#getSummaryList. ExcelUtil#setNameExcelFile is called to make the Excel name based on the condition of startDate and endDate. After that, ExcelUtil#setPathFile is called to set the Path file, which is the location of the Excel file stored in future. The Path file is constructed based on the name of the Excel file we retrieve above and the directory Path, it can be either optionally entered by the user or the default User’s Working Directory. With the sufficient information, List<Record> records, List<SummaryByDateEntry> summaryList, file path, ExportExcelCommand#exportDataIntoExcelSheetWithGivenRecords is called to start the processing of producing Excel file.

There are 6 modes for this feature [refer to Export the record data from Savee to the Excel file part in User Guide]. The mechanism that facilitates these modes can be found in the ExportExcelCommandParser#parse. Below is a overview of the mechanism:

  1. Method ExportExcelCommandParser#createExportExcelCommand takes the input argument and further analyse it.

  2. The input given by the user is passed to ArgumentTokeniser#tokenise to split the input separated by prefixes.

  3. This returns a ArgumentMultiMap which contains a map with prefixes as keys and their associated input arguments as the value.

  4. The string associated with d/

    1. It is then passed into ExportExcelCommandParser#splitByWhitespace for further processing and returns an array. This string will be split into sub-strings and each of them will be construct as a date type variable. The the size of the array exceed 2, error wil be thrown to inform invalid command format. If the size of the string equals 1, it is constructed as a date type variable after being passed to ParseUtil#parseDate, it must follow the format dd-mm-yyyy. Error will be thrown if the format is not correct or the date entered is not real. If the size of the string equals 2, each sub-string is constructed as a date type variable after being passed to ParseUtil#parseDate, and an additional check is conducted to check if the first date entered, known as Start date is smaller than or equal to the second date entered, known as End Date.

  5. The String associated with dir/

    1. It is then passed into ParseUtil#parseDirectoryString to check if the Directory path given is existing. If the Directory path is unreal, an error is thrown to inform the user.

  6. Please take note that:

    1. If the prefix d/ is not entered in the input, meaning that all the records will be included in the Excel sheet.

    2. If the prefix dir/ is not entered in the input, meaning that the Directory Path is default as the User’s Working Directory.

The ExportExcelCommand has four constructors which makes use of overloading to reduce code complexity.

  • One constructor has no arguments and assigns default predicate for the FilteredList in ModelManager, PREDICATE_SHOW_ALL_RECORDS which will show all items in the list and the Directory path is User’s Working Directory.

  • The second constructor takes in 2 Date arguments and assigns the predicate DateIsWithinDateIntervalPredicate which will only show items within the date interval and the Directory path is User’s Working Directory.

  • The third constructor takes in 1 Directory Path argument and assigns the predicate as PREDICATE_SHOW_ALL_RECORDS, which will show all items in the list and the Directory path is the entered directory path.

  • The fourth constructor takes in 1 Directory Path and 2 Date arguments and assigns the predicate as DateIsWithinDateIntervalPredicate which will only show items within the date interval and the Directory path is the entered Directory Path.

The following sequence diagram shows how the list operation works:

width:800

If the Excel file with the same name and stored in same Directory exists, it will be overwritten. However, it must be closed before we enter the command.

Please note that undo and redo command can only affect Savee but the not the Excel file created, meaning that when you enter undo command after you enter the export command, Savee will inform the user that No more command to undo, the records remain the same and the Excel file created will not be deleted.

3.12. Import the record data from the Excel file to Savee

3.12.1. Current implementation

The import from Excel file mechanism is facilitated by ExcelUtil, the utility created to handle all method relating to Excel. ImportExcelCommand calls ExcelUtil#readExcelSheet to read the Excel file and retrieve data of records from them to create a list of record List<Record>. In ExcelUtil#readExcelSheet, by using method XSSFWorkbook#setMissingCellPolicy, every missing cell will be considered as Null cell, quite useful when you export or archive the record data if the record does not have tag. If blank row is found, the ExcelUtil#readExcelSheet will ignore and read the next line, until the last line is read. This concept also applies to read multiple sheets until all sheets have been read. However, please take note that in order to prevent errors, there are certain constraints of Excel file list in User Guide with Import the record data from the Excel file to the Savee part. After that, ModelManager#addListUniqueRecord is called to add the records in the List<Record>. If the record has already existed in the Savee, it will be ignored and not added into the Savee. Eventually, when all the records are added in the Savee, ModelManager#commitFinancialPlanner will be called to update the current version of Savee and the message, which states records have been added.

This feature has 2 different modes [refer to in Import the record data from the Excel file to the Savee part in User Guide]. The mechanism that facilitates these modes can be found in the ImportExcelCommandParser#parse. Below is a overview of the mechanism:

  1. Method ImportExcelCommandParser#createArchiveCommand takes the input argument and further analyse it.

  2. The input given by the user is passed to ArgumentTokeniser#tokenise to split the input separated by prefixes.

  3. This returns a ArgumentMultiMap which contains a map with prefixes as keys and their associated input arguments as the value.

  4. The String associated with dir/

    1. It is then passed into ParseUtil#parseDirectoryString to check if the Directory path given is existing. If the Directory is unreal, an error is thrown to inform the user.

  5. The String associated with n/

    1. It is then passed into ExcelUtil#getPathFile together with the String associated with dir/ to create the File Path. The File Path is then passed into ParseUtil#parseFilePathString to check if the File path given is existing. If the File Path is unreal, an error is thrown to inform the user.

  6. Please take note that:

    1. The String associated with dir/ must be entered.

    2. The String associated with n/ is optionally entered.

    3. Please note that User have to add the post-fix .xlsx at the end to indicate this is a Excel file.

  7. If the string associated with n/, method ExcelUtil#setPathFile is called to combine the name of the Excel file to the string associated with dir/.

The ImportExcelCommand has only one constructor.

  • The constructor takes in file path argument and read the Excel file using that file path. After that, all the record data in the Excel file is retrieved and transform into Record object. The list of records are then added into the Model by using ModelManager#addListUniqueRecord

The following sequence diagram shows how the list operation works:

width:800

The file user want to import must be closed before entering the command.

Please note that the undo and redo command can only affect the Savee but the not the Excel file created, meaning that when you enter undo command after you enter the import command, the records imported will be deleted.

3.13. Archive the record data from Savee to the Excel file

3.13.1. Current implementation

The archive into excel file mechanism is facilitated by ModelManager with the help of ExcelUtil, the utility created to handle all methods relating to Excel. It represents an in-memory model of Savee and is the component which manages the interactions between the commands, ExcelUtil and the VersionedFinancialPlanner. ArchiveCommand calls ModelManager#updateFilteredRecords and passes in different predicates depending on the argument mode. The List<Record> is retrieved by calling ModelManager#getFilteredRecordList. Meanwhile, it also called ModelManager#getFinancialPlanner to get the ReadOnlyFinancialPlanner. The SummaryByDateList is constructed after the ReadOnlyFinancialPlanner together with the predicate are passed into the construction of SummaryByDateList. The List<SummaryEntry> is easily retrieved from SummaryByDateList by calling SummaryByDateList#getSummaryList. ExcelUtil#setNameExcelFile is called to make the Excel name based on the condition of startDate and endDate. After that, ExcelUtil#setPathFile is called to set the Path file, which is the location of the Excel file stored in future. The Path file is constructed based on the name of the Excel file we retrieve above and the directory Path, it can be either optionally entered by the user or the default User’s Working Directory. With the sufficient information, List<Record> records, List<SummaryByDateEntry> summaryList, file path, ArchiveCommand#archiveDataIntoExcelSheetWithGivenRecords is called to start the processing of producing Excel file. After records are archived to Excel file, ModelManager#deleteListRecord is called to delete the archived records.If there exists target records, ModelManager#commitFinancialPlanner will be called to update the current version of Savee and the message, which states records have been deleted.

This feature has 6 different modes [refer to Archive the record data from Savee to the Excel file in User Guide]The mechanism that facilitates these modes can be found in the ArchiveCommandParser#parse. Below is a overview of the mechanism:

  1. Method ArchiveCommandParser#createArchiveCommand takes the input argument and further analyse it.

  2. The input given by the user is passed to ArgumentTokeniser#tokenise to split the input separated by prefixes.

  3. This returns a ArgumentMultiMap which contains a map with prefixes as keys and their associated input arguments as the value.

  4. The string associated with d/

    1. It is then passed into ArchiveCommandParser#splitByWhitespace for further processing and returns an array. This string will be split into sub-strings and each of them will be construct as a date type variable. The the size of the array exceed 2, error wil be thrown to inform invalid command format. If the size of the string equals 1, it is constructed as a date type variable after being passed to ParseUtil#parseDate, it must follow the format dd-mm-yyyy. Error will be thrown if the format is not correct or the date entered is not real. If the size of the string equals 2, each sub-string is constructed as a date type variable after being passed to ParseUtil#parseDate, and an additional check is conducted to check if the first date entered, known as Start date is smaller than or equal to the second date entered, known as End Date.

  5. The String associated with dir/

    1. It is then passed into ParseUtil#parseDirectoryString to check if the Directory path given is existing. If the Directory path is unreal, an error is thrown to inform the user.

  6. Please take note that:

    1. If the prefix d/ is not entered in the input, meaning that all the records will be included in the Excel sheet.

    2. If the prefix dir/ is not entered in the input, meaning that the Directory Path is default as the User’s Working Directory.

The ArchiveCommand has four constructors which makes use of overloading to reduce code complexity.

  • One constructor has no arguments and assigns default predicate for the FilteredList in ModelManager, PREDICATE_SHOW_ALL_RECORDS which will show all items in the list and the Directory path is User’s Working Directory.

  • The second constructor takes in 2 Date arguments and assigns the predicate DateIsWithinDateIntervalPredicate which will only show items within the date interval and the Directory path is User’s Working Directory.

  • The third constructor takes in 1 Directory Path argument and assigns the predicate as PREDICATE_SHOW_ALL_RECORDS, which will show all items in the list and the Directory path is the entered directory path.

  • The fourth constructor takes in 1 Directory Path and 2 Date arguments and assigns the predicate as DateIsWithinDateIntervalPredicate which will only show items within the date interval and the Directory path is the entered Directory Path.

The following sequence diagram shows how the list operation works:

width:800

If the Excel file with the same name and stored in same Directory exists, it will be overwritten. However, it must be closed before we enter the command.

Please note that the undo and redo command can only affect the Savee but the not the Excel file created, meaning that when you enter undo command after you enter the archive command, the records archived will be added again back to the Savee but the Excel file created will not be deleted.

3.14. Draw a line chart automatically inside the Excel sheet

3.14.1. Current implementation

This feature will automatically uses the the summary data from the SUMMARY DATA sheet in the Excel sheet after the command archive or export_excel is called. The feature mechanism is facilitated by ExcelUtil, the utility created to handle all methods relating to Excel. It is the component which manages the interactions between the ExportExcelCommand or the ArchiveCommand with ExcelUtil#drawChart.

3.15. [Proposed] Data Encryption

{Explain here how the data encryption feature will be implemented}

3.16. Logging

We are using java.util.logging package for logging. The LogsCenter class is used to manage the logging levels and logging destinations.

  • The logging level can be controlled using the logLevel setting in the configuration file (See Section 3.17, “Configuration”)

  • The Logger for a class can be obtained using LogsCenter.getLogger(Class) which will log messages according to the specified logging level

  • Currently log messages are output through: Console and to a .log file.

Logging Levels

  • SEVERE : Critical problem detected which may possibly cause the termination of the application

  • WARNING : Can continue, but with caution

  • INFO : Information showing the noteworthy actions by the App

  • FINE : Details that is not usually noteworthy but may be useful in debugging e.g. print the actual list instead of just its size

3.17. Configuration

Certain properties of the application can be controlled (e.g App name, logging level) through the configuration file (default: config.json).

4. Documentation

We use asciidoc for writing documentation.

We chose asciidoc over Markdown because asciidoc, although a bit more complex than Markdown, provides more flexibility in formatting.

4.1. Editing Documentation

See UsingGradle.adoc to learn how to render .adoc files locally to preview the end result of your edits. Alternatively, you can download the AsciiDoc plugin for IntelliJ, which allows you to preview the changes you have made to your .adoc files in real-time.

4.2. Publishing Documentation

See UsingTravis.adoc to learn how to deploy GitHub Pages using Travis.

4.3. Converting Documentation to PDF format

We use Google Chrome for converting documentation to PDF format, as Chrome’s PDF engine preserves hyperlinks used in webpages.

Here are the steps to convert the project documentation files to PDF format.

  1. Follow the instructions in UsingGradle.adoc to convert the AsciiDoc files in the docs/ directory to HTML format.

  2. Go to your generated HTML files in the build/docs folder, right click on them and select Open withGoogle Chrome.

  3. Within Chrome, click on the Print option in Chrome’s menu.

  4. Set the destination to Save as PDF, then click Save to save a copy of the file in PDF format. For best results, use the settings indicated in the screenshot below.

chrome save as pdf
Figure 17. Saving documentation as PDF files in Chrome

4.4. Site-wide Documentation Settings

The build.gradle file specifies some project-specific asciidoc attributes which affects how all documentation files within this project are rendered.

Attributes left unset in the build.gradle file will use their default value, if any.
Table 1. List of site-wide attributes
Attribute name Description Default value

site-name

The name of the website. If set, the name will be displayed near the top of the page.

not set

site-githuburl

URL to the site’s repository on GitHub. Setting this will add a "View on GitHub" link in the navigation bar.

not set

site-seedu

Define this attribute if the project is an official SE-EDU project. This will render the SE-EDU navigation bar at the top of the page, and add some SE-EDU-specific navigation items.

not set

4.5. Per-file Documentation Settings

Each .adoc file may also specify some file-specific asciidoc attributes which affects how the file is rendered.

Asciidoctor’s built-in attributes may be specified and used as well.

Attributes left unset in .adoc files will use their default value, if any.
Table 2. List of per-file attributes, excluding Asciidoctor’s built-in attributes
Attribute name Description Default value

site-section

Site section that the document belongs to. This will cause the associated item in the navigation bar to be highlighted. One of: UserGuide, DeveloperGuide, LearningOutcomes*, AboutUs, ContactUs

* Official SE-EDU projects only

not set

no-site-header

Set this attribute to remove the site navigation bar.

not set

4.6. Site Template

The files in docs/stylesheets are the CSS stylesheets of the site. You can modify them to change some properties of the site’s design.

The files in docs/templates controls the rendering of .adoc files into HTML5. These template files are written in a mixture of Ruby and Slim.

Modifying the template files in docs/templates requires some knowledge and experience with Ruby and Asciidoctor’s API. You should only modify them if you need greater control over the site’s layout than what stylesheets can provide. The SE-EDU team does not provide support for modified template files.

5. Testing

5.1. Running Tests

There are three ways to run tests.

The most reliable way to run tests is the 3rd one. The first two methods might fail some GUI tests due to platform/resolution-specific idiosyncrasies.

Method 1: Using IntelliJ JUnit test runner

  • To run all tests, right-click on the src/test/java folder and choose Run 'All Tests'

  • To run a subset of tests, you can right-click on a test package, test class, or a test and choose Run 'ABC'

Method 2: Using Gradle

  • Open a console and run the command gradlew clean allTests (Mac/Linux: ./gradlew clean allTests)

See UsingGradle.adoc for more info on how to run tests using Gradle.

Method 3: Using Gradle (headless)

Thanks to the TestFX library we use, our GUI tests can be run in the headless mode. In the headless mode, GUI tests do not show up on the screen. That means the developer can do other things on the Computer while the tests are running.

To run tests in headless mode, open a console and run the command gradlew clean headless allTests (Mac/Linux: ./gradlew clean headless allTests)

5.2. Types of tests

We have two types of tests:

  1. GUI Tests - These are tests involving the GUI. They include,

    1. System Tests that test the entire App by simulating user actions on the GUI. These are in the systemtests package.

    2. Unit tests that test the individual components. These are in seedu.planner.ui package.

  2. Non-GUI Tests - These are tests not involving the GUI. They include,

    1. Unit tests targeting the lowest level methods/classes.
      e.g. seedu.planner.commons.StringUtilTest

    2. Integration tests that are checking the integration of multiple code units (those code units are assumed to be working).
      e.g. seedu.planner.storage.StorageManagerTest

    3. Hybrids of unit and integration tests. These test are checking multiple code units as well as how the are connected together.
      e.g. seedu.planner.logic.LogicManagerTest

5.3. Troubleshooting Testing

Problem: HelpWindowTest fails with a NullPointerException.

  • Reason: One of its dependencies, HelpWindow.html in src/main/resources/docs is missing.

  • Solution: Execute Gradle task processResources.

6. Dev Ops

6.1. Build Automation

See UsingGradle.adoc to learn how to use Gradle for build automation.

6.2. Continuous Integration

We use Travis CI and AppVeyor to perform Continuous Integration on our projects. See UsingTravis.adoc and UsingAppVeyor.adoc for more details.

6.3. Coverage Reporting

We use Coveralls to track the code coverage of our projects. See UsingCoveralls.adoc for more details.

6.4. Documentation Previews

When a pull request has changes to asciidoc files, you can use Netlify to see a preview of how the HTML version of those asciidoc files will look like when the pull request is merged. See UsingNetlify.adoc for more details.

6.5. Making a Release

Here are the steps to create a new release.

  1. Update the version number in MainApp.java.

  2. Generate a JAR file using Gradle.

  3. Tag the repo with the version number. e.g. v0.1

  4. Create a new release using GitHub and upload the JAR file you created.

6.6. Managing Dependencies

A project often depends on third-party libraries. For example, Financial Planner depends on the Jackson library for XML parsing. Managing these dependencies can be automated using Gradle. For example, Gradle can download the dependencies automatically, which is better than these alternatives.
a. Include those libraries in the repo (this bloats the repo size)
b. Require developers to download those libraries manually (this creates extra work for developers)

Appendix A: Suggested Programming Tasks to Get Started

Suggested path for new programmers:

  1. First, add small local-impact (i.e. the impact of the change does not go beyond the component) enhancements to one component at a time. Some suggestions are given in Section A.1, “Improving each component”.

  2. Next, add a feature that touches multiple components to learn how to implement an end-to-end feature across all components. Section A.2, “Creating a new command: remark explains how to go about adding such a feature.

A.1. Improving each component

Each individual exercise in this section is component-based (i.e. you would not need to modify the other components to get it to work).

Logic component

Scenario: You are in charge of logic. During dog-fooding, your team realize that it is troublesome for the user to type the whole command in order to execute a command. Your team devise some strategies to help cut down the amount of typing necessary, and one of the suggestions was to implement aliases for the command words. Your job is to implement such aliases.

Do take a look at Section 2.3, “Logic component” before attempting to modify the Logic component.
  1. Add a shorthand equivalent alias for each of the individual commands. For example, besides typing clear, the user can also type c to remove all records in the list.

    • Hints

    • Solution

      • Modify the switch statement in FinancialPlannerParser#parseCommand(String) such that both the proper command word and alias can be used to execute the same intended command.

      • Add new tests for each of the aliases that you have added.

      • Update the user guide to document the new aliases.

      • See this PR for the full solution.

Model component

Scenario: You are in charge of model. One day, the logic-in-charge approaches you for help. He wants to implement a command such that the user is able to remove a particular tag from everyone in the financial planner, but the model API does not support such a functionality at the moment. Your job is to implement an API method, so that your teammate can use your API to implement his command.

Do take a look at Section 2.4, “Model component” before attempting to modify the Model component.
  1. Add a removeTag(Tag) method. The specified tag will be removed from everyone in the financial planner.

    • Hints

      • The Model and the FinancialPlanner API need to be updated.

      • Think about how you can use SLAP to design the method. Where should we place the main logic of deleting tags?

      • Find out which of the existing API methods in FinancialPlanner and Record classes can be used to implement the tag removal logic. FinancialPlanner allows you to update a record, and Record allows you to update the tags.

    • Solution

      • Implement a removeTag(Tag) method in FinancialPlanner. Loop through each record, and remove the tag from each record.

      • Add a new API method deleteTag(Tag) in ModelManager. Your ModelManager should call FinancialPlanner#removeTag(Tag).

      • Add new tests for each of the new public methods that you have added.

      • See this PR for the full solution.

Ui component

Scenario: You are in charge of ui. During a beta testing session, your team is observing how the users use your financial planner application. You realize that one of the users occasionally tries to delete non-existent tags from a contact, because the tags all look the same visually, and the user got confused. Another user made a typing mistake in his command, but did not realize he had done so because the error message wasn’t prominent enough. A third user keeps scrolling down the list, because he keeps forgetting the index of the last person in the list. Your job is to implement improvements to the UI to solve all these problems.

Do take a look at Section 2.2, “UI component” before attempting to modify the UI component.
  1. Use different colors for different tags inside record cards. For example, friends tags can be all in brown, and colleagues tags can be all in yellow.

    Before

    getting started ui tag before

    After

    getting started ui tag after
    • Hints

      • The tag labels are created inside the RecordCard constructor (new Label(tag.tagName)). JavaFX’s Label class allows you to modify the style of each Label, such as changing its color.

      • Use the .css attribute -fx-background-color to add a color.

      • You may wish to modify DarkTheme.css to include some pre-defined colors using css, especially if you have experience with web-based css.

    • Solution

      • You can modify the existing test methods for RecordCard 's to include testing the tag’s color as well.

      • See this PR for the full solution.

        • The PR uses the hash code of the tag names to generate a color. This is deliberately designed to ensure consistent colors each time the application runs. You may wish to expand on this design to include additional features, such as allowing users to set their own tag colors, and directly saving the colors to storage, so that tags retain their colors even if the hash code algorithm changes.

  2. Modify NewResultAvailableEvent such that ResultDisplay can show a different style on error (currently it shows the same regardless of errors).

    Before

    getting started ui result before

    After

    getting started ui result after
  3. Modify the StatusBarFooter to show the total number of people in the financial planner

    Before

    getting started ui status before

    After

    getting started ui status after
    • Hints

      • StatusBarFooter.fxml will need a new StatusBar. Be sure to set the GridPane.columnIndex properly for each StatusBar to avoid misalignment!

      • StatusBarFooter needs to initialize the status bar on application start, and to update it accordingly whenever the financial planner is updated.

    • Solution

Storage component

Scenario: You are in charge of storage. For your next project milestone, your team plans to implement a new feature of saving the financial planner to the cloud. However, the current implementation of the application constantly saves the financial planner after the execution of each command, which is not ideal if the user is working on limited internet connection. Your team decided that the application should instead save the changes to a temporary local backup file first, and only upload to the cloud after the user closes the application. Your job is to implement a backup API for the financial planner storage.

Do take a look at Section 2.5, “Storage component” before attempting to modify the Storage component.
  1. Add a new method backupFinancialPlanner(ReadOnlyFinancialPlanner), so that the financial planner can be saved in a fixed temporary location.

A.2. Creating a new command: remark

By creating this command, you will get a chance to learn how to implement a feature end-to-end, touching all major components of the app.

Scenario: You are a software maintainer for financialplanner, as the former developer team has moved on to new projects. The current users of your application have a list of new feature requests that they hope the software will eventually have. The most popular request is to allow adding additional comments/notes about a particular contact, by providing a flexible remark field for each contact, rather than relying on tags alone. After designing the specification for the remark command, you are convinced that this feature is worth implementing. Your job is to implement the remark command.

A.2.1. Description

Edits the remark for a record specified in the INDEX.
Format: remark INDEX r/[REMARK]

Examples:

  • remark 1 r/Likes to drink coffee.
    Edits the remark for the first record to Likes to drink coffee.

  • remark 1 r/
    Removes the remark for the first record.

A.2.2. Step-by-step Instructions

[Step 1] Logic: Teach the app to accept 'remark' which does nothing

Let’s start by teaching the application how to parse a remark command. We will add the logic of remark later.

Main:

  1. Add a RemarkCommand that extends Command. Upon execution, it should just throw an Exception.

  2. Modify FinancialPlannerParser to accept a RemarkCommand.

Tests:

  1. Add RemarkCommandTest that tests that execute() throws an Exception.

  2. Add new test method to FinancialPlannerParserTest, which tests that typing "remark" returns an instance of RemarkCommand.

[Step 2] Logic: Teach the app to accept 'remark' arguments

Let’s teach the application to parse arguments that our remark command will accept. E.g. 1 r/Likes to drink coffee.

Main:

  1. Modify RemarkCommand to take in an Index and String and print those two parameters as the error message.

  2. Add RemarkCommandParser that knows how to parse two arguments, one index and one with prefix 'r/'.

  3. Modify FinancialPlannerParser to use the newly implemented RemarkCommandParser.

Tests:

  1. Modify RemarkCommandTest to test the RemarkCommand#equals() method.

  2. Add RemarkCommandParserTest that tests different boundary values for RemarkCommandParser.

  3. Modify FinancialPlannerParserTest to test that the correct command is generated according to the user input.

[Step 3] Ui: Add a placeholder for remark in RecordCard

Let’s add a placeholder on all our RecordCard s to display a remark for each record later.

Main:

  1. Add a Label with any random text inside RecordListCard.fxml.

  2. Add FXML annotation in RecordCard to tie the variable to the actual label.

Tests:

  1. Modify RecordCardHandle so that future tests can read the contents of the remark label.

[Step 4] Model: Add Remark class

We have to properly encapsulate the remark in our Record class. Instead of just using a String, let’s follow the conventional class structure that the codebase already uses by adding a Remark class.

Main:

  1. Add Remark to model component (you can copy from Name, remove the regex and change the names accordingly).

  2. Modify RemarkCommand to now take in a Remark instead of a String.

Tests:

  1. Add test for Remark, to test the Remark#equals() method.

[Step 5] Model: Modify Record to support a Remark field

Now we have the Remark class, we need to actually use it inside Record.

Main:

  1. Add getRemark() in Record.

  2. You may assume that the user will not be able to use the add and edit commands to modify the remarks field (i.e. the person will be created without a remark).

  3. Modify SampleDataUtil to add remarks for the sample data (delete your financialPlanner.xml so that the application will load the sample data when you launch it.)

[Step 6] Storage: Add Remark field to XmlAdaptedRecord class

We now have Remark s for Record s, but they will be gone when we exit the application. Let’s modify XmlAdaptedPerson to include a Remark field so that it will be saved.

Main:

  1. Add a new Xml field for Remark.

Tests:

  1. Fix invalidAndValidPersonFinancialPlanner.xml, typicalPersonsFinancialPlanner.xml, validFinancialPlanner.xml etc., such that the XML tests will not fail due to a missing <remark> element.

[Step 6b] Test: Add withRemark() for RecordBuilder

Since Record can now have a Remark, we should add a helper method to RecordBuilder, so that users are able to create remarks when building a Record.

Tests:

  1. Add a new method withRemark() for RecordBuilder. This method will create a new Remark for the record that it is currently building.

  2. Try and use the method on any sample Record in TypicalRecords.

[Step 7] Ui: Connect Remark field to PersonCard

Our remark label in RecordCard is still a placeholder. Let’s bring it to life by binding it with the actual remark field.

Main:

  1. Modify RecordCard's constructor to bind the Remark field to the Record 's remark.

Tests:

  1. Modify GuiTestAssert#assertCardDisplaysPerson(…​) so that it will compare the now-functioning remark label.

[Step 8] Logic: Implement RemarkCommand#execute() logic

We now have everything set up…​ but we still can’t modify the remarks. Let’s finish it up by adding in actual logic for our remark command.

Main:

  1. Replace the logic in RemarkCommand#execute() (that currently just throws an Exception), with the actual logic to modify the remarks of a person.

Tests:

  1. Update RemarkCommandTest to test that the execute() logic works.

A.2.3. Full Solution

See this PR for the step-by-step solution.

Appendix B: Product Scope

Target user profile:

  • has a need to manage his finances using other means because user is not as good at saving

  • prefer desktop apps over other types

  • can type fast

  • prefers typing over mouse input

  • is reasonably comfortable using CLI apps

Value proposition: manage income and spending faster than a typical mouse/GUI driven app

Appendix C: User Stories

Priorities: High (must have) - * * *, Medium (nice to have) - * *, Low (unlikely to have) - *

Priority As a …​ I want to …​ So that I can…​

* * *

user

be able to input my expenses and income along with a timestamp

record how much I am spending

* * *

user

be able to delete existing entries

remove records which I do not need

* * *

user

be able to edit existing entries

update records with the correct information

* * *

user

be able to undo and redo

Revert any unwanted changes

* * *

user

be able to retain my financial information when app shuts down

Not have the app open all the time

* * *

user

be able to see the history of my financial activities

Can keep track of my financial activities

* * *

user with many records in the FinancialPlanner

have an ordered list of records

locate records easily

* * *

user with many records in the FinancialPlanner

find a record easily by name

access any record I want easily

* * *

user

be able to clear history

to reduce the clutter in the app

* * *

user

be able to create a limit for my daily final activities

stop myself from overspending

* * *

user

be able to see a summary expenditure of each category

see the areas where I am spending the most

* * *

user

be able to see a summary of each day or month

see how much I am spending per day or month

* * *

new user

see usage instructions

refer to instructions when i forget how to use the app

* * *

user

access the history within a few seconds

do not have the time to wait for the app to update

* *

advanced user

be able to freely edit the tags

define my own categories

* *

user

be able to tag my financial activities with a category

To figure out in which part money spent on.

* *

advanced user

export my financial activities into other forms

log it and store it in a place different from the app

* *

user

search based on the categories

monitor the expenditure in a specific category

* *

user

search based on a time period

observe spending during different time periods, e.g holidays, school period

* *

advanced user

plan out my future expenses

allocate money properly, to ensure I can make my payments

* *

user

have a visual representation of daily and monthly financial activity

visualise the amount spend each day or month

* *

user

have a visual representation of financial activity broken down into categories

easily identify the areas where I am spending the most

* *

user

record parties to make payment to

allocate money and ensure I do not owe anyone

* *

user

know my current monthly financial activity

have a sense of how much I am spending currently

* *

user

view balances in bank accounts

keep track of my bank savings or current without having to login to accounts

* *

user

have an intuitive user interface

so that I don’t have to think too much when using the app

* *

user

have a visually appealing user interface

so that I feel happy when using the app

*

user

be able to access basic app configurations

so that I can adjust the app to my liking

*

user

hide private details by default

minimize chance of someone else seeing them by accident

*

user

a secure place to store my finance records

keep my financial data safe

*

user

archive my old finance history

look back at my finance history whenever I need it

*

inexperienced user

have command suggestions

use the commands without having to remember them

*

advanced user

add notes to each finance record

know where my money went

Appendix D: Use Cases

(For all use cases below, the System is the Savee and the Actor is the user, unless specified otherwise)

1. Use case: Input expense for a certain activity.

MSS

  1. User requests to add record into Savee.

  2. Save requests for record information to be added.

  3. User inputs record information.

  4. System adds the record into the system.

  5. System displays the record added to the user.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • Savee throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 1a. User’s input parameters are missing or invalid.

    • Savee throws invalid command error and notifies user of the correct format.

    • Use case ends.

  • 1a. The record to be added is a duplicate of existing record in the system.

    • Savee throws duplicated record error.

    • Use case ends.

2. Use case: delete past finance records

MSS

  1. User requests to delete record.

  2. System deletes the record from the system and shows the user the result.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • Savee throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 1a. User’s input parameters are missing or invalid.

    • Savee throws invalid command error and notifies user of the correct format.

    • Use case ends.

3. Use case: update past finance records with information

MSS

  1. User requests to update records and enters the parameters needed.

  2. System updates the record in the system and shows the user the result.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • Savee throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 1a. User’s input parameters are missing or invalid.

    • Savee throws invalid command error and notifies user of the correct format.

    • Use case ends.

  • 1a. The record to be added is a duplicate of existing record in the system.

    • Savee throws duplicated record error.

    • Use case ends.

4. Use case: See history of expenses for a certain period

MSS

  1. User requests to see history within a certain date period.

  2. Savee returns the history of all expenses within the period.

    Use case ends.

Extensions

  • 1a. User’s command is of invalid form.

    • Savee throws invalid command error.

    • Use case resumes at step 1.

  • 1a. User does not specify any arguments.

    • Savee returns all records in the Savee.

    • Use case ends.

  • 1a. The arguments are of incorrect format

    • Savee throws invalid command error and notifies user of the correct format.

    • Use case resumes at step 1.

  • 2a. There is no history.

    • Savee shows a blank list.

    • Use case ends.

5. Use case: Delete expense entry whose date is required. [Linh Chi]

MSS

  1. User requests to delete records whose date is required. User enters the date entry he/she wants to delete.

  2. Savee checks whether the day required is valid.

  3. Savee deletes all records whose date is required.

    Use case ends.

Extensions

  • 1a. User’s command is of invalid.

    • Savee throws invalid command error.

    • Use case resumes at step 1.

  • 1b. The date entered is of incorrect format.

    • Savee throws invalid command error and notifies user of the correct format.

    • Use case resumes at step 1.

  • 1c. There is no date entered.

    • Savee throws invalid command error.

    • Use case resumes at step 1.

6. Use case: Clear history of expenses

MSS

  1. User requests to clear history of expenses.

  2. System clears the history

    Use case ends.

7. Use case: View breakdown of financial activity into category

MSS

  1. User requests for category breakdown within a period of time.

  2. System retrieves the category breakdown report.

  3. System shows the report to the user in format of pie charts.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • System throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 1a. User’s input parameters are missing or invalid.

    • System throws invalid command error and notifies user of the correct format.

    • Use case ends.

  • 2a. There are no records within the time range specified.

    • System shows an empty page with warning that nothing has been found.

    • Use case ends.

8. Use case: Search expenses based on tags [Zhi Thon]

MSS

  1. User requests to search for expenses by tags

  2. Savee requests for tag of expenditure

  3. User enters tag desired

  4. Savee displays each expenditure tagged with specified word.

    Use case ends.

Extensions

  • 3a User’s input tag cannot be found.

    • Savee shows no expenditure for selected category

9. Use case: View daily/monthly summary within a period of time

MSS

  1. User requests for summary report within a period of time.

  2. System retrieves the summary report.

  3. System shows the report to the user in format of a table.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • System throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 1a. User’s input parameters are missing or invalid.

    • System throws invalid command error and notifies user of the correct format.

    • Use case ends.

  • 2a. There are no records within the time range specified.

    • System shows an empty table.

    • Use case ends.

10. Use case: Usage Instructions guide

MSS

  1. User requests for usage instructions

  2. System returns a help window with all the instructions.

    Use case ends.

11. Use case: Undo record entry

MSS

  1. User requests for undo

  2. Savee undo the last undoable command

    Use case ends.

12. Use case: Add notes to each expense

MSS

  1. User requests for adding notes and enters the notes

  2. Savee adds the notes into the system and notifies the user.

    Use case ends.

Extensions * 1a. User’s input command is invalid.
Savee throws invalid command error and shows an example command input needed. Use case ends.

  • 1a. User’s input parameters are missing or invalid.

    • Savee throws invalid command error and notifies user of the correct format.

    • Use case ends.

13. Use case: Create a normal limit for a period of time or a day

MSS

  1. User requests to create a normal limit for expenses different period of time or a day.

  2. Savee requests for the dateStart and dateEnd of that period of time or the date of the day and the maximum amount of spending.

  3. User enters the dateStart and dateEnd or the date and the amount of spending.

  4. Savee records the limit in the hard drive.

  5. Savee keeps tracking the spending during limit’s date period of time or that day.

  6. Savee warns user when the total spend exceeds the limit amount of spending.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • System throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 3a. User’s input parameters are missing or invalid.

    • System throws invalid command error and notifies user of the correct format.

    • Use case ends.

  • 3b. The dateStart is later than dateEnd.

    • System shows date error.

    • Use case ends.

  • 3c. There is already a limit for the time period or the day.

    • System shows redundant limit error.

    • Use case ends.

14. Use case: Edit an existing normal limit

MSS

  1. User requests to edit an existing normal limit.

  2. Savee requests for the new maximum amount of spending for the period of time or the day.

  3. User enters the dateStart and dateEnd or the date and the new amount of spending.

  4. Savee updates the new limit in the hard drive.

  5. Savee keeps tracking the spending during the limit’s date period of time or that day.

  6. Savee warns user when the total spend exceeds the limit amount of spending.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • System throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 3a. User’s input parameters are missing or invalid.

    • System throws invalid command error and notifies user of the correct format.

    • Use case ends.

  • 3b. The dateStart is later than dateEnd.

    • System shows date error.

    • Use case ends.

  • 3c. There is no existing limit for the time period or the day.

    • System shows no existing limit error.

    • Use case ends.

  • 3d. The edit limit is exactly the same as the original one.

    • System shows same limit error.

    • Use case ends.

15. Use case: Delete an existing limit

MSS

  1. User requests to delete an existing limit.

  2. Savee requests for the date period of the limit to be deleted.

  3. User enters the dateStart and dateEnd or the date.

  4. Savee deletes the limit in the hard drive.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • System throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 3a. User’s input parameters are missing or invalid.

    • System throws invalid command error and notifies user of the correct format.

    • Use case ends.

  • 3b. The dateStart is later than dateEnd.

    • System shows date error.

    • Use case ends.

  • 3c. There is no existing limit for the time period or the day.

    • System shows no existing limit error.

    • Use case ends.

16. Use case: Add a monthly limit

MSS

  1. User requests to add the monthly limit.

  2. Savee requests the monthly maximum amount of spending.

  3. User enters the maximum amount of spending.

  4. Savee adds the monthly limit.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • System throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 3a. User’s input parameters are missing or invalid.

    • System throws invalid command error and notifies user of the correct format.

    • Use case ends.

  • 3b. There is already a monthly limit.

    • System shows existing monthly limit error.

    • Use case ends.

17. Use case: Edit the monthly limit

MSS

  1. User requests to edit the monthly limit.

  2. Savee requests the new monthly maximum amount of spending.

  3. User enters the new maximum amount of spending.

  4. Savee updates the monthly limit.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • System throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 3a. User’s input parameters are missing or invalid.

    • System throws invalid command error and notifies user of the correct format.

    • Use case ends.

  • 3b. There is no monthly limit.

    • System shows no monthly limit error.

    • Use case ends.

18. Use case: Delete the monthly limit

MSS

  1. User requests to delete the monthly limit.

  2. Savee updates the monthly limit.

    Use case ends.

Extensions

  • 1a. User’s input command is invalid.

    • System throws invalid command error and shows an example command input needed.

    • Use case ends.

  • 2a. There is no monthly limit.

    • System shows no monthly limit error.

    • Use case ends.

19. Use case: Check all the existing limits

MSS

  1. User requests to check all the existing limits.

  2. Savee displays all the existing limits.

    Use case ends.

20. Use case: Export record data from Savee to Excel file [Linh Chi]

MSS

  1. User requests to export the data from Savee to Excel file.

  2. Savee exports the records data in Excel file.

  3. Savee informs the user the directory where the Excel file is saved.

Extensions

  • 1a. User’s command is of invalid form.

    • Savee throws invalid command error.

    • Use case resumes at step 1.

  • 1b. The parameters entered is of incorrect format.

    • Savee throws invalid command error and notifies user of the correct format.

    • Use case resumes at step 1.

  • 1c. The directory path parameters entered is non-existent.

    • Savee throws invalid command error and notifies user of the user non-existent directory path.

    • Use case resumes at step 1.

  • 1d. The user enters the parameters but does not enter the prefix.

    • Savee throws invalid command error.

    • Use case resumes at the step 1.

  • 1e. The user enters the prefix but does not enter the parameters.

    • Savee throws invalid command error.

    • Use case resumes at the step 1.

  • 1f. The user enters more than 3 dates.

    • Savee throws invalid command error and notifies user the maximum number of dates enter is 2.

    • Use case resumes at step 1.

  • 1g. The user enters exact 2 dates and the first date is later than the second date.

    • Savee throws invalid command error and notifies user the first data should be earlier or equal to the second date.

    • Use case resumes at step 1.

21. Use case: Import the Excel file into Financial Planner. [Linh Chi]

MSS

  1. User requests to import the record data from Excel file to Financial Planner.

  2. Savee reads the Excel file and transfer all the data in the Excel file into Record object and add them into current Savee.

Extensions

  • 1a. User’s command is of invalid form.

    • Savee throws invalid command error.

    • Use case resumes at step 1.

  • 1b. User input wrong file path that the Excel file is stored.

    • Savee throws invalid command error and notifies the user the directory path is not existent.

    • Use case resumes at step 1.

  • 1c. User input the parameter but does not enter the prefix.

    • Savee throws invalid command error.

    • Use case resumes at step 1.

22. Use case: Archive the records data into Excel file. [Linh Chi]

MSS

  1. User requests to archive the record from Savee to Excel file.

  2. Savee archives the records data in Excel file.

  3. Savee informs the user the directory where the Excel file is saved.

Extensions

  • 1a. User’s command is of invalid form.

    • Savee throws invalid command error.

    • Use case resumes at step 1.

  • 1b. The parameters entered is of incorrect format.

    • Savee throws invalid command error and notifies user of the correct format.

    • Use case resumes at step 1.

  • 1c. The directory path parameters entered is non-existent.

    • Savee throws invalid command error and notifies user of the user non-existent directory path.

    • Use case resumes at step 1.

  • 1d. The user enters the parameters but does not enter the prefix.

    • Savee throws invalid command error.

    • Use case resumes at the step 1.

  • 1e. The user enters the prefix but does not enter the parameters.

    • Savee throws invalid command error.

    • Use case resumes at the step 1.

  • 1f. The user enters more than 3 dates.

    • Savee throws invalid command error and notifies user the maximum number of dates enter is 2.

    • Use case resumes at step 1.

  • 1g. The user enters exact 2 dates and the first date is later than the second date.

    • Savee throws invalid command error and notifies user the first data should be earlier or equal to the second date.

    • Use case resumes at step 1.

23. Use case: See monthly financial activity

MSS

  1. User requests to see monthly financial activity.

  2. Savee returns a report on monthly financial activity.

24. Use case: Freely edit expenses tags

MSS

  1. User requests to edit expenses tags.

  2. Savee requests for date of entry to edit tags

  3. User enters date to edit entry for

  4. Savee shows list of entries on specified date

  5. User enters entry to edit.

  6. Savee shows current tags of selected entry.

  7. User enters tag to remove

  8. Savee removes tag entered.

Extensions

  • 3a User inputs invalid date

    • Savee throws invalid date error.

    • Use case resumes at step 2.

  • 3b Date input has no entries to edit

    • Savee throws no entry error.

    • Use case resumes at step 2.

  • 5a User’s input is not a valid entry.

    • Savee throws invalid data error and resumes at step 4.

  • 5a User’s input entry has no tags.

    • Savee displays ‘No tags’ and continues to step 7.

  • 7a User’s input tag does not exist

    • Savee adds tag to entry.

25. View bank balance

MSS

  1. User requests to view bank balance.

  2. Savee asks for authentication.

  3. User provides authentication.

  4. Savee verifies the authentication and shows the bank balance.

    • 1a. User’s input command is invalid.

      • Savee throws invalid command error and shows an example command input needed.

      • Use case ends.

    • 3a. User’s authentication is invalid.

      • Savee returns error and asks for authentication again.

      • Use case resumes at 2.

26. Adjust configurations

MSS

  1. User requests to change application configurations.

  2. Savee returns the configuration page.

  3. User changes configuration.

  4. Savee confirms the configuration and applies it to the system.

    • 1a. User’s input command is invalid.

      • Savee throws invalid command error and shows an example command input needed.

      • Use case ends.

Appendix E: Non Functional Requirements

  1. Should work on any mainstream OS as long as it has Java 9 or higher installed.

  2. Should be able to hold up to 1000 records without a noticeable sluggishness in performance for typical usage.

  3. A user with above average typing speed for regular English text (i.e. not code, not system admin commands) should be able to accomplish most of the tasks faster using commands than using the mouse.

  4. Should be able to retain data in the event of app exiting or crashing.

  5. The data is not expected to be secure.

  6. The application can function as per normal in the absence of network.

  7. For best view, the optimal resolution is 1080p (1920 x 1080).

Appendix F: Glossary

Mainstream OS

Windows, Linux, Unix, OS-X

Private contact detail

A contact detail that is not meant to be shared with others

Finance Activity

Activity where an individual engage in exchange of money, can comprise of income or spending

Resolution: Resolution refers to the number of pixels that are available in the screen. It determines how wide or tall a screen will look like.

App Name: (FinancialPlanner/Savee) Both FinancialPlanner and Savee refers to the app. Savee is the official name of the app when it is marketed for the users. FinancialPlanner is the name used when referring to the app in the developer guide and code.

Appendix G: Product Survey

Product Name

Author: …​

Pros:

  • …​

  • …​

Cons:

  • …​

  • …​

Appendix H: Instructions for Manual Testing

Given below are instructions to test the app manually.

These instructions only provide a starting point for testers to work on; testers are expected to do more exploratory testing.

H.1. Launch and Shutdown

  1. Initial launch

    1. Download the jar file and copy into an empty folder

    2. Double-click the jar file
      Expected: Shows the GUI with a set of sample records. The window size may not be optimum.

  2. Saving window preferences

    1. Resize the window to an optimum size. Move the window to a different location. Close the window.

    2. Re-launch the app by double-clicking the jar file.
      Expected: The most recent window size and location is retained.

H.2. Listing by date

  1. Listing with no argument

    1. Test case: Enter list

    2. Expected: System would list down all the records along with a result saying that it has listed all records.

  2. Listing with arguments but no prefix

    1. Test case: Enter list abcd

    2. Expected: System will throw error saying invalid command and show the correct format

  3. Listing with arguments but wrong prefix

    1. Test case: Enter list m/1-1-2018 12-12-2018

    2. Expected: System will throw error saying invalid command and show the correct format

  4. Listing with valid prefix but invalid arguments

    1. Test case: Enter list d/1-1-201

    2. Expected: System will throw error saying invalid command and show the correct format

  5. Listing with valid prefix but 1 date

    1. Test case: Enter list d/1-1-2018

    2. Expected: System will list only records of that date and show a command result stating the date that the records are listed by

  6. Listing with valid prefix and 2nd date earlier than 1st date

    1. Test case: Enter list d/1-1-2018 12-12-2017

    2. Expected: System will throw error saying invalid command and show the correct format

  7. Listing with valid prefix and 1st date earlier than 2nd date

    1. Test case: Enter list d/1-1-2018 12-12-2018

    2. Expected: System will list all records equal to or between the 2 dates

H.3. Sorting records

  1. Sorting with no argument
    Test case: Enter sort
    Expected: System will throw error saying invalid command and show the correct format

  2. Sorting with invalid argument
    Test case: Enter sort invalidargument
    Expected: System will throw error saying invalid command and show the correct format

  3. Sorting with valid and invalid argument
    Test case: Enter sort money haha
    Expected: System will throw error saying invalid command and show the correct format

  4. Sorting with name only
    Test case: Enter sort
    Expected: System will sort all records by date in ascending order.

  5. Sorting with date only
    Test case: Enter sort date
    Expected: System will sort all records by date in ascending order.

  6. Sorting with money only
    Test case: Enter sort money
    Expected: System will sort all records by money in ascending order.

  7. Sorting with ascending order only
    Test case: Enter sort asc
    Expected: System will sort all records by name in ascending order.

  8. Sorting with descending order only
    Test case: Enter sort desc
    Expected: System will sort all records by name in ascending order.

  9. Sorting with no argument
    Test case: Enter sort money desc
    Expected: System will sort all records by money in descending order.

H.4. Finding Records by Tag

  1. Sorting with no argument
    Test case: Enter findtag
    Expected: System will throw error saying invalid command and show the correct format

  2. Sorting with single argument
    .est case: Enter findtag anystring
    Expected: System will display all records with the tag anystring and display message showing how many records were found and the tag searched.

  3. Sorting with multiple arguments
    Test case: Enter findtag anystring haha funny
    Expected: System will display all records with the tag anystring haha funny and display message showing how many records were found and the tags searched.

H.5. Viewing summary

  1. Entering summary command without modes

    1. Test case: Enter summary abcd

    2. Expected: System would throw an error saying invalid command and provide the error message for the generic summary command

  2. Entering summary command with modes but no arguments

    1. Test case: Enter summary date or summary month or summary category

    2. Expected:

    3. System would throw an error saying invalid command.

    4. System will provide a different error message depending on the mode and provide more information about the format of the command in that specific mode.

    5. for e.g. summary date will give you an error message specific to viewing summary by date and summary month will give you and error message specific to viewing summary by month.

  3. Entering summary command with modes and invalid prefixes or no prefix

    1. Test case: Enter summary date m/ or summary month m/ or summary category m/

    2. Expected: System would throw error saying invalid command and provide the error message for the generic summary command

  4. Entering summary command with modes and date prefix but only 1 argument

    1. Test case: Enter summary date d/1-1-2018 or summary month d/1-1 or summary category d/1-1-1

    2. Expected:

    3. System would throw an error saying invalid command.

    4. System will provide a different error message depending on the mode and provide more information about the format of the command in that specific mode.

    5. for e.g. summary date will give you an error message specific to viewing summary by date and summary month will give you and error message specific to viewing summary by month.

  5. Entering summary command with modes and 2 arguments with either invalid

    1. Test case: Enter summary date d/1—​1 1—​1 or summary month d/1---1 1—​1 or summary category d/apr-2018 1—​1`

    2. Expected:

    3. System would throw error regarding the constraints of dates/months depending on the mode. If mode is date or category, the error message is about the date. If mode is month, the error message will be about the month.

    4. The error message should give reasons why the argument is invalid.

  6. View summary of range with no records inside

    1. Prerequisite: Choose 2 dates/months such that no records are inside that range and select a record in the list.

    2. Test case: Execute the summary command.

    3. Expected: The table should be empty with just an entry saying total is 0 for all the money columns and record should be unselected.

  7. View summary of range with some records inside

    1. Prerequisite: Choose 2 dates/months such that records have these characteristics and select a record in the list.

    2. Test case: Execute the summary command.

    3. Expected:

    4. Record should be unselected.

    5. The table would be filled and the total is reflective of all the entries within the table.

    6. If the table is too long, the scrollbars should allow you to view all the entries.

H.6. Viewing statistics about category breakdown

  1. Entering stats command without arguments and prefixes

    1. Test case: Enter stats

    2. Expected: System would throw an error saying invalid command and show the format the command should have been in.

  2. Entering stats command with valid prefixes but no arguments

    1. Test case: Enter stats d/

    2. Expected: System would throw an error saying invalid command and show the format the command should have been in.

  3. Entering stats command with invalid prefixes

    1. Test case: Enter stats m/

    2. Expected: System would throw an error saying invalid command and show the format the command should have been in.

  4. Entering stats command with valid prefixes but invalid arguments

    1. Test case: Enter stats d/1—​1

    2. Expected: System would throw an error regarding the dates entered and give reasons for why the argument is invalid.

  5. View statistics of a range with no records inside

    1. Prerequisite: Choose 2 dates such that no records are inside that range and select a random record in the list.

    2. Test case: Execute the stats command.

    3. Expected:

    4. The record would be unselected.

    5. The 2 tabs should still be created but have a message that tells user that nothing has been found.

  6. View statistics of a range with some records inside but all income/expense

    1. Prerequisites: Choose 2 dates such that the records have these characteristics and select a random record in the list.

    2. Test case: Execute the stats command.

    3. Expected:

    4. The record would be unselected.

    5. The 2 tabs should still be created but 1 of the tab would have a message telling user that nothing has been found

  7. View statistics of a range with records with income and records with expense

    1. Prerequisites: Choose 2 dates such that the records have these characteristics and select a random record in the list

    2. Test case: Execute the stats command.

    3. Expected:

    4. The record would be unselected.

    5. The 2 tabs should be created with pie charts.

  8. View statistics of a range with too many tags

    1. Prerequisites: Choose 2 dates such that the records have these characteristics and select a random record in the list

    2. Test case: Execute the stats command

    3. Expected:

    4. The record would be unselected.

    5. The 2 tabs should be created with pie charts. The legends should have scrollbars attached if there are too many tags. These scrollbars should allow you to navigate to the hidden tags within the legend.

H.7. Viewing current month’s breakdown

  1. Navigating to welcome screen from anywhere using keyboard

    1. Prerequisites: Click on any record in the list. Panel should change to display details of the record along with an image.

    2. Test case: Press HOME on the keyboard

    3. Expected: Panel should show the welcome screen.

  2. Navigating to welcome screen from anywhere automatically

    1. Prerequisites: Same as before. Just need to change the panel to see the effect.

    2. Test case: Add any record with date in current month/ Delete any record with date in current month/ Edit any record to a date in current month/ Clear

    3. Expected: Panel should show the welcome screen.

H.8. Adding a normal limit

  1. Adding a normal limit to the Financial Planner without the same time period limits inside.

    1. Prerequisites: Check all the existing limit using the checklimit command. There is no limit with date period "11-11-2018 — 17-11-2018" and "12-11-2018".

    2. Test case: addlimit d/11-11-2018 17-11-2018 m/100
      Expected: The information shows that the new limit has been added followed by detailed information about the newly added limit.

    3. Test case: addlimit d/12-11-2018 m/200
      Expected: The information shows that the new limit has been added followed by detailed information about the newly added limit.

  2. Trying to add a normal limit to the Financial Planner with command errors.

    1. Test case: addlimit d/17-11-2018 11-11-2018 m/200
      Expected: No limit will be added. Error message about the dateStart must be earlier than dateEnd will be displayed.

    2. Test case: addlimit d/11-11-2018 17-11-2018 m/+200
      Expected: No limit will be added. Error message about wrong type of limit MoneyFlow will be displayed.

    3. Test case: addlimit d/11-11-2018 17-11-2018
      Expected: No limit will be added. Error message about wrong addlimit command format will be displayed.

    4. Test case: addlimit 11-11-2018 17-11-2018 m/100
      Expected: No limit will be added. Error message about wrong addlimit command format will be displayed.

  3. Trying to add a normal limit to the Financial Planner with the same time period limits inside.

    1. Prerequisites: Check all the existing limit using the checklimit command. There are existing limits with date period "11-11-2018 — 17-11-2018" and "12-11-2018".

    2. Test case: addlimit d/11-11-2018 17-11-2018 m/100
      Expected: No limit will be added. Error message about already existing limit will be displayed.

    3. Test case: addlimit d/12-11-2018 m/100
      Expected: No limit will be added. Error message about already existing limit will be displayed.

    4. Other incorrect addlimit commands to try: addlimit asd `, `addlimit x (where x is an integer), addlimit x/12-11-2018 m/asd
      Expected: No limit will be added, related error information will be displayed.

H.9. Editing an existing normal limit

  1. Editing an existing normal limit in the Financial Planner

    1. Prerequisites: Check all the existing limit using the checklimit command. There are limits with date period "11-11-2018 — 17-11-2018" with the limit MoneyFlow isn’t "100" and "12-11-2018" with the limit MoneyFlow isn’t "200".

    2. Test case: editlimit d/11-11-2018 17-11-2018 m/100
      Expected: The information shows that the limit has been edited followed by detailed information about both the original limit and the new limit.

    3. Test case: editlimit d/12-11-2018 m/200
      Expected: The information shows that the limit has been edited followed by detailed information about both the original limit and the new limit.

  2. Trying to edit a normal limit in the Financial Planner with command errors.

    1. Test case: editlimit d/17-11-2018 11-11-2018 m/200
      Expected: No limit will be edited. Error message about the dateStart must be earlier than dateEnd will be displayed.

    2. Test case: editlimit d/11-11-2018 17-11-2018 m/+200
      Expected: No limit will be edited. Error message about wrong type of limit MoneyFlow will be displayed.

    3. Test case: editlimit d/11-11-2018 17-11-2018
      Expected: No limit will be edited. Error message about wrong editlimit command format will be displayed.

    4. Test case: editlimit 11-11-2018 17-11-2018 m/200
      Expected: No limit will be edited. Error message about wrong editlimit command format will be displayed.

  3. Trying to edit a normal limit in the Financial Planner with wrong command format.

    1. Prerequisites: Check all the existing limit using the checklimit command. There is no existing limit with date period "11-11-2018 — 17-11-2018" and "12-11-2018".

    2. Test case: editlimit d/11-11-2018 17-11-2018 m/100
      Expected: No limit will be edited. Error message about no existing limit will be displayed.

    3. Test case: editlimit d/12-11-2018 m/100
      Expected: No limit will be edited. Error message about no existing limit will be displayed.

  4. Trying to edit a normal limit in the Financial Planner with the same limit inside.

    1. Prerequisites: Check all the existing limit using the checklimit command. There is no existing limit with date period "11-11-2018 — 17-11-2018" with the limit MoneyFlow isn’t "100".

    2. Test case: editlimit d/11-11-2018 17-11-2018 m/100
      Expected: No limit will be edited. Error message about same limit will be displayed.

    3. Other incorrect editlimit commands to try: editlimit asd `, `editlimit x (where x is an integer), editlimit x/12-11-2018 m/asd
      Expected: No limit will be edited, related error information will be displayed.

H.10. Deleting an existing normal limit

  1. Deleting an existing normal limit in the Financial Planner

    1. Prerequisites: Check all the existing limit using the checklimit command. There are limits with date period "11-11-2018 — 17-11-2018" and "12-11-2018".

    2. Test case: deletelimit d/11-11-2018 17-11-2018
      Expected: The information shows that the limit has been deleted.

    3. Test case: deletelimit d/12-11-2018
      Expected: The information shows that the limit has been deleted.

  2. Trying to delete a normal limit in the Financial Planner with command format error.

    1. Test case: deletelimit d/17-11-2018 11-11-2018
      Expected: No limit will be deleted. Error message about the dateStart must be earlier than dateEnd will be displayed.

    2. Test case: deletelimit 11-11-2018 17-11-2018 m/100
      Expected: No limit will be deleted. Error message about wrong deletelimit command format will be displayed.

    3. Prerequisites: Check all the existing limit using the checklimit command. There is no existing limit with date period "11-11-2018 — 17-11-2018" and "12-11-2018".

    4. Test case: deletelimit d/11-11-2018 17-11-2018
      Expected: No limit will be deleted. Error message about no existing limit will be displayed.

    5. Test case: deletelimit d/12-11-2018
      Expected: No limit will be deleted. Error message about no existing limit will be displayed.

    6. Other incorrect delete commands to try: deletelimit asd `, `deletelimit x (where x is an integer), deletelimit x/12-11-2018 m/asd
      Expected: No limit will be deleted, related error information will be displayed.

H.11. Adding a monthly limit

  1. Adding a monthly limit to the Financial Planner

    1. Prerequisites: Check all the existing limit using the checklimit command. There is no monthly limit in the FinancialPlanner.

    2. Test case: addmonthlylimit m/500
      Expected: The monthly limit will be added, detailed monthly limit’s information will be displayed.

  2. Trying to add a monthly limit to the Financial Planner with command format error.

    1. Test case: addmonthlylimit 500
      Expected: No limit will be added. Error message about wrong addmonthlylimit command format will be displayed.

    2. Prerequisites: Check all the existing limit using the checklimit command. There is already an existing monthly limit.

    3. Test case: addmonthlylimit m/200
      Expected: No limit will be added. Error message about existing monthly limit will be displayed.

    4. Other incorrect addmonthlylimit commands to try: addmonthlylimit asd `, `addmonthlylimit m/asd
      Expected: The monthly limit will not be added, related error information will be displayed. === Editing the monthly limit

  3. Editing the monthly limit existing the Financial Planner

    1. Prerequisites: Check all the existing limit using the checklimit command. There is already a monthly limit in the FinancialPlanner.

    2. Test case: editmonthlylimit m/500
      Expected: The monthly limit will be edited, detailed information for both original monthly limit and new monthly limit will be displayed.

  4. Trying to edit the monthly limit in the Financial Planner with command format error.

    1. Test case: editmonthlylimit 500
      Expected: No limit will be edited. Error message about wrong editmonthlylimit command format will be displayed.

    2. Prerequisites: Check all the existing limit using the checklimit command. There is no existing monthly limit.

    3. Test case: editmonthlylimit m/200
      Expected: No limit will be edited. Error message about no monthly limit will be displayed.

    4. Other incorrect editmonthlylimit commands to try: editmonthlylimit asd `, `editmonthlylimit m/asd
      Expected: The monthly limit will not be edited, related error information will be displayed.

H.12. Deleting the monthly limit

  1. Deleting the monthly limit existing the Financial Planner

    1. Prerequisites: Check all the existing limit using the checklimit command. There is already a monthly limit in the FinancialPlanner.

    2. Test case: deletemonthlylimit
      Expected: The monthly limit will be deleted.

    3. Prerequisites: Check all the existing limit using the checklimit command. There is no existing monthly limit.

    4. Test case: deletemonthlylimit
      Expected: The monthly limit will not be deleted, no monthly limit error message will be displayed.

H.13. Checking all the limits

  1. Checking all limits

    1. Prerequisites: There are limits inside the LimitList.

    2. Test case: checklimit
      Expected: All the detailed limits' information will be displayed.

    3. Prerequisites: No limits inside the limit list.

    4. Test case: checklimit
      Expected: The limits' detailed information will not be displayed, no limit in the list error message will be displayed. === Deleting a person

  2. Deleting a records while all records are listed

    1. Prerequisites: List all records using the list command. Multiple persons in the list.

    2. Test case: delete 1
      Expected: First record is deleted from the list. Details of the deleted record shown in the status message. Timestamp in the status bar is updated.

    3. Test case: delete 0
      Expected: No record is deleted. Error details shown in the status message. Status bar remains the same.

    4. Other incorrect delete commands to try: delete, delete x (where x is larger than the list size)
      Expected: Similar to previous.

H.14. Deleting all records whose date is required.

  1. Deleting all records whose date is required when all records are listed.

    1. Prerequisites: List all records using the list command. Multiple records in the list.

    2. Test case: deletedate 31-3-1999
      Expected: If there are any record whose date is 31-3-1999 or 31-03-1999, these records will be deleted. The message of successful deleting records will be shown. Timestamp in the status bar is updated.
      If there is no records whose date is 31-3-1999 or 31-03-1999, the message of no record existing will be shown. Status bar remains the same.

    3. Incorrect delete commands to try: delete 30-2-2018
      Expected: Invalid date entered. Error indicating invalid command format and notifies user that the date entered is of invalid format. Status bar remains the same.

    4. Incorrect delete commands to try: delete 30-2A-2018
      Expected: Invalid date entered. Error indicating invalid command format and notifies user that the date entered is of invalid format. Status bar remains the same.

    5. Incorrect delete commands to try: deletedate+ Expected: Invalid command entered. Error indicating invalid command format is shown. Status bar remains the same.

    6. Incorrect delete commands to try: deletedate x (where x is invalid date, meaning that date have alphabetical character or non-existent date)
      Expected: Invalid date entered. Error indicating invalid command format and notifies user that the date entered is of invalid format. Status bar remains the same.

H.15. Archiving records data from Savee to Excel file and store it in a specific directory.

  1. Archiving records whose date is required when all records are listed.

    1. Prerequisites: List all records using the list command. Multiple records in the list.

    2. Test case: archive
      Expected: All records will be shown. The message of successful archiving records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.

    3. Test case: archive d/31-3-1999
      Expected: If there are any record whose date is 31-3-1999 or 31-03-1999, these records will be shown. The message of successful archiving records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.
      If there is no records whose date is 31-3-1999 or 31-03-1999, the message of no record archived will be shown. Status bar remains the same.

    4. Test case: archive d/31-3-1999 31-03-2019
      Expected: If there are any record whose date is within period from 31-3-1999 to 31-03-2019, these records will be shown. The message of successful archiving records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.
      If there is no records whose date is is within period from 31-3-1999 to 31-03-2019, the message of no record archived will be shown. Status bar remains the same.

    5. Test case: archive dir/C:\
      Expected: All records will be shown. The message of successful archiving records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.

    6. Test case: archive dir/C:\ d/31-3-1999
      Expected: If there are any record whose date is 31-3-1999 or 31-03-1999, these records will be shown. The message of successful archiving records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.
      If there is no records whose date is 31-3-1999 or 31-03-1999, the message of no record archived will be shown. Status bar remains the same.

    7. Test case: archive dir/C:\ d/31-3-1999 31-03-2019
      Expected: If there are any record whose date is within period from 31-3-1999 to 31-03-2019, these records will be shown. The message of successful archiving records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.
      If there is no records whose date is is within period from 31-3-1999 to 31-03-2019, the message of no record archived will be shown. Status bar remains the same.

    8. Incorrect archive commands to try: archive d/30-2-2018
      Expected: Invalid date entered. Error indicating invalid command format and notifies user that the date entered is of invalid format. Status bar remains the same.

    9. Incorrect archive commands to try: archive d/30-2A-2018
      Expected: Invalid date entered. Error indicating invalid command format and notifies user that the date entered is of invalid format. Status bar remains the same.

    10. Incorrect archive commands to try: archive 31-3-1999+ Expected: Invalid command entered. Error indicating invalid command format is shown. Status bar remains the same.

    11. Incorrect archive commands to try: archive C:\+ Expected: Invalid command entered. Error indicating invalid command format is shown. Status bar remains the same.

H.16. Import all record data from Excel file to Savee

  1. Import record data from Excel file into Savee.

    1. Prerequisites: archive dir/C:\

    2. Test case: import dir/C:\ n/Financial_Planner_ALL.xlsx
      Expected: All record data from the Excel file are shown in Savee.

    3. Test case: import dir/C:\ n/Financial_Planner_ALL
      Expected: All record data from the Excel file are shown in Savee.

    4. Test case: import dir/C:\Financial_Planner_ALL.xlsx
      Expected: All record data from the Excel file are shown in Savee.

    5. Incorrect import commands to try: import
      Expected: Invalid date entered. Error indicating invalid command format. Status bar remains the same.

H.17. Exporting records data from Savee to Excel file and store it in a specific directory.

  1. Exporting records whose date is required when all records are listed.

    1. Prerequisites: List all records using the list command. Multiple records in the list.

    2. Test case: exportexcel
      Expected: All records will be shown. The message of successful exporting records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.

    3. Test case: exportexcel d/31-3-1999
      Expected: If there are any record whose date is 31-3-1999 or 31-03-1999, these records will be shown. The message of successful exporting records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.
      If there is no records whose date is 31-3-1999 or 31-03-1999, the message of no record exported will be shown. Status bar remains the same.

    4. Test case: exportexcel d/31-3-1999 31-03-2019
      Expected: If there are any record whose date is within period from 31-3-1999 to 31-03-2019, these records will be shown. The message of successful exporting records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.
      If there is no records whose date is is within period from 31-3-1999 to 31-03-2019, the message of no record exported will be shown. Status bar remains the same.

    5. Test case: exportexcel dir/C:\
      Expected: All records will be shown. The message of successful exporting records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.

    6. Test case: exportexcel dir/C:\ d/31-3-1999
      Expected: If there are any record whose date is 31-3-1999 or 31-03-1999, these records will be shown. The message of successful exporting records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.
      If there is no records whose date is 31-3-1999 or 31-03-1999, the message of no record exported will be shown. Status bar remains the same.

    7. Test case: exportexcel dir/C:\ d/31-3-1999 31-03-2019
      Expected: If there are any record whose date is within period from 31-3-1999 to 31-03-2019, these records will be shown. The message of successful exporting records will be shown together with the Excel file name and the directory path it will be shown. Timestamp in the status bar is updated.
      If there is no records whose date is is within period from 31-3-1999 to 31-03-2019, the message of no record exported will be shown. Status bar remains the same.

    8. Incorrect export commands to try: exportexcel d/30-2-2018
      Expected: Invalid date entered. Error indicating invalid command format and notifies user that the date entered is of invalid format. Status bar remains the same.

    9. Incorrect export commands to try: exportexcel d/30-2A-2018
      Expected: Invalid date entered. Error indicating invalid command format and notifies user that the date entered is of invalid format. Status bar remains the same.

    10. Incorrect export commands to try: exportexcel 31-3-1999+ Expected: Invalid command entered. Error indicating invalid command format is shown. Status bar remains the same.

    11. Incorrect export commands to try: exportexcel C:\+ Expected: Invalid command entered. Error indicating invalid command format is shown. Status bar remains the same.

H.18. Auto Complete Feature

  1. Typing part of a command word
    Test case: Enter ad.
    Expected: Suggestions pop up with the words "add", "addlimit", "addmonthlylimit".

  2. Typing a complete command word
    Test case: Enter add.
    Expected: No Suggestions appear.

  3. Typing a complete command word with extra text
    Test case: Enter addm.
    Expected: Suggestions pop up with the word "addmonthlylimit" only.

  4. Typing name arguments for add command word Test case: Enter add n/s.
    Expected: Suggestions pop up with the words that begin with "s", only if there are record names that have words that begin with 's'.

  5. Typing name arguments for add command word Test case: Enter add n/Buying it.
    Expected: Suggestions pop up with the words that begin with "it", only if there are record names that have words that begin with 'it'.

  6. Typing date arguments for add command word Test case: Enter add d/1.
    Expected: Suggestions pop up with the dates that begin with "1", only if there are record dates that have words that begin with '1'. Does not show dates that begin with '01'.

  7. Typing date arguments for add command word Test case: Enter add d/t.
    Expected: Suggestions pop up with the word "today" only.

  8. Typing moneyflow arguments for add command word Test case: Enter add m/1.
    Expected: No suggestions popup no matter what records are in the data. No suggestion expected for moneyflow at all.

  9. Typing tag arguments for add command word Test case: Enter add t/f.
    Expected: Suggestions pop up with the words that begin with "f", only if there are record tags that have words that begin with 'f', such as food and family, which are some default words for tags.

  10. Typing name arguments for add command word with a 'n/' prefix Test case: Enter add n/Buying m/-50 it.
    Expected: No suggestions pop up for 'it' no matter what. No suggestions are expected for this invalid input.

  11. Typing date arguments for list command word Test case: Enter list t.
    Expected: no suggestions pop up as prefix is required.

  12. Typing date arguments for list command word with a 'd/' prefix Test case: Enter list d/t.
    Expected: Suggestions pop up with the word "today" only.

  13. Typing date arguments for list command word after a date with 'd/' prefix Test case: Enter list d/ytd t.
    Expected: Suggestions pop up with the word "today" only.

  14. Typing date arguments for list command word after a date with 'd/' prefix Test case: Enter list d/ytd t.
    Expected: Suggestions pop up with the word "today" only.

  15. Typing arguments for sort command word Test case: Enter sort d.
    Expected: Suggestions pop up with the words "date" and "desc" only. Any category or order can be suggested.

  16. Typing arguments for sort command word with a category specified Test case: Enter sort money d.
    Expected: Suggestions pop up with the word "desc" only. Only order can be suggested.

  17. Typing arguments for sort command word with a order specified Test case: Enter sort asc m.
    Expected: Suggestions pop up with the words "money" and "moneyflow" only. Only category can be suggested.

  18. Typing arguments for sort command word with a order specified Test case: Enter sort asc m.
    Expected: Suggestions pop up with the words "money" and "moneyflow" only. Only category can be suggested.

  19. Typing date arguments for addlimit command word Test case: Enter addlimit d/t.
    Expected: Suggestions pop up with the word "today" only.

  20. Typing secondary date arguments for addlimit command word Test case: Enter addlimit d/ytd t.
    Expected: Suggestions pop up with the word "today" only.

  21. Typing date arguments for addlimit command word with money included Test case: Enter addlimit m/999 d/ytd t.
    Expected: Suggestions pop up with the word "today" only.

  22. Typing date arguments for addlimit command word with money included Test case: Enter addlimit d/ytd t m/999. Move the caret in the command box back to right after the 't'. Expected: Caret will be stopped right after 't' and suggestions pop up with the word "today" only.

H.19. Saving data

  1. Dealing with missing/corrupted data files

    1. Prerequisites: Have a data file ready. Go to the application and add a record. A data xml file should be created.

    2. Test case: Go to the file and remove 1 of the field tags. It should look like "<name></name>" where name is the name of the field. Then, open the app.

    3. Expected: The app should initialise with an empty record list.

    4. Test case: Delete the data file

    5. Expected: The app should initialise with a sample record list.