v1.4

Merge pull request #278 from ibnu2651/master

Update UG

Insura-Connect v1.3 Release

New Features

Client Status

Changes a client's status to reflect the progress with that client. Possible statuses are Yet to start, In progress, and Completed.

Format: status INDEX s/DIRECTION

• Changes the status of the client at the specified INDEX. The index refers to the index number shown in the displayed person list. The index must be a positive integer 1, 2, 3, …​
• DIRECTION must be either up to indicate an increase in status e.g. Yet to start to In progress, or down to indicate a decrease in status e.g. In progress to Yet to start. Leave the direction blank to reset the client's status to Yet to start.
• There is also a dashboard that displays the number of clients that are currently at each status. It is updated automatically.

Examples: status 1 s/up increases the status of the 1st person in the address book if it is a client.

Meetings

Meeting Scheduling and Rescheduling
Meetings are automatically sorted by their scheduled dates and times. When multiple meetings are scheduled for a client, InsuraConnect will organize them in ascending order, showing the earliest upcoming meeting at the top. This feature allows insurance agents to quickly glance at their schedule and prioritize upcoming meetings.

Automatic Purging of Expired Meetings
To ensure the schedule remains current and manageable, InsuraConnect automatically purges past meetings. Once a meeting's end time has passed, it will be removed from the system during the next refresh cycle. This helps to maintain an up-to-date schedule for users, focusing only on relevant future engagements.

Sorting Clients/Partners by Earliest Meeting
Clients and partners are sorted in the user interface according to the time of their earliest scheduled meeting. This sorting mechanism places those individuals with the most imminent meetings at the top of the list, allowing for efficient time management and planning. Should there be no scheduled meetings for a client or partner, they will be positioned in the list based on the default sorting criteria.

Due date reminder
There will be a bell icon beside meetings that occur within 2 weeks of the current date and time. The picture below is taken on 5/4/2024

Schedule Meetings

Schedules a meeting with a person with an agenda and duration with optional notes

Format: schedule INDEX md/DATE mt/TIME mdur/DURATION ma/AGENDA mn/[NOTES]

• Schedules meeting with a person at the specified INDEX. The index refers to the index number shown in the displayed persons list.
• Meeting can only be scheduled if it does not exist in the past and does not overlap with any of the existing meetings.
• Meeting notes are optional and can be used to represent any additional information that might be useful for the meeting.

Reschedule Meetings

Reschedules a meeting with a person

Format: reschedule INDEX mi/MEETING INDEX md/DATE mt/TIME

• Reschedules meeting with a person at the specified INDEX. The index is the same as the above for schedule.
• Selects a meeting from the list of meeting using the MEETING INDEX.

Cancel Meetings

Cancels a meeting with a person

Format: cancel INDEX mi/MEETING INDEX

INDEX and MEETING INDEX is the same as the above for reschedule

Policy

• Allow multiple policy for a person at a maximum of 5.
• Policy contain attribute policy name, expiry date and premium.
• Can use find feature to find a a particular policy.

Adding policy

Adding a policy to a person with policy name and optional expiry date and premium.

Format: policy INDEX po/POLICY_NAME [ed/dd-MM-yyyy] [pm/PREMIUM]

• Adding policy to a person at the specified INDEX. The index refers to the index number shown in the displayed persons list.
• Policy expiry date can only be scheduled if it does not exist in the past.
• Premium value must larger than 0.

Edit policy

Edit a policy of a person

Format: policy INDEX pi/POLICY_INDEX po/POLICY_NAME [ed/dd-MM-yyyy] [pm/PREMIUM]

• Edit policy of a person at the specified INDEX. The index is the same as the above for add.
• Selects a policy from the list of policies using the POLICY_INDEX.

Cancel Policies

Cancels a policy with a person

Format: policy INDEX pi/POLICY_INDEX po/POLICY_NAME [ed/dd-MM-yyyy] [pm/PREMIUM]

• INDEX and POLICY_INDEX is the same as the above for edit
• Need to note that policy will be delete as long as the policy name remain blank even if it contain other value in the command(expiry date/premium).

InsuraConnect v1.2.1

Trial JAR release.

Insura-Connect v1.2 Release

Existing features

These features were already implemented in the previous release.

Viewing help : help

Shows a message explaining how to access the help page.

Format: help

Adding a person: add

Adds a person to the address book.

Format: add n/NAME p/PHONE_NUMBER e/EMAIL a/ADDRESS [t/TAG]…​

Alert: This feature was changed in this release. Refer to the update below for more details.

Listing all persons : list

Shows a list of all persons in the address book.

Format: list

Editing a person : edit

Edits an existing person in the address book.

Format: edit INDEX [n/NAME] [p/PHONE] [e/EMAIL] [a/ADDRESS] [t/TAG]…​

Alert: This feature was changed in this release. Refer to the update below for more details.

Locating persons by name: find

Finds persons whose names contain any of the given keywords.

Format: find KEYWORD [MORE_KEYWORDS]

Alert: This feature was changed in this release. Refer to the update below for more details.

Deleting a person : delete

Deletes the specified person from the address book.

Format: delete INDEX

Clearing all entries : clear

Clears all entries from the address book.

Format: clear

Exiting the program : exit

Exits the program.

Format: exit

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New Features

New feature: Policy

Clients now have a field policy that describes the insurance policy currently assigned to that client. By default, when adding a new client no policy will be assigned. Users can assign a policy to a client by using the policy command with the format policy INDEX po/POLICY_NAME.

The client’s card will now display the assigned policy.

Users can remove the policy by leaving POLICY_NAME empty using the same command.
Partners will not have an assigned policy and users cannot assign a policy to a partner.

New feature: Undo/Redo

Undo

Typing in the command undo will undo the previous command if it affects the data; previous commands such as delete 1 or add n/John Doe p/98765432 e/johnd@example.com a/311, Clementi Ave 2, #02-25 r/client t/friends t/owesMoney are undoable while commands such as list are not.
For example, the above add command has been executed as shown in the diagram below

Typing in the undo command will result in the previous add command to be undone and the person to be removed as shown in the diagram below. The undo command will show if the undo has been a success or if the undo is unable to undo

Redo

The redo command only works after an undo command has been performed. For example, the redo command after performing the above undo command adds back the person John doe as shown in the diagram below.

New Feature: Enhanced Find Command

The find feature in InsuraConnect has been upgraded to provide more robust search functionality. You can now search for clients not only based on their names but also using relationships and assigned tags, allowing for a more comprehensive and refined search to locate client information quickly.

Find by Multiple Criteria

With the improved find command, you can specify multiple criteria across different fields. For instance, if you want to find a client named John Doe who is tagged as a "VIP" and is your "client", the command would be:

For example, find n/John Doe t/VIP r/client will be executed as follows:

This command will filter the list to show only persons who match any of the provided criteria: name containing "Alex", having the tag "colleagues", and with the relationship status of "partner".

New feature: Relationship

Each contact information now have a field relationship indicates the relationship of the person with the users. The relationship field is mandatory when adding a new contact into the contact list. Users can add a new contact information into the contact list by using the add command with the format add n/NAME p/PHONE e/EMAIL a/ADDRESS r/RELATIONSHIP [t/TAG]....

The new add contact will now display in the contact list with the relationship showed.

The relationship field can only be client or partner.

v1.1

Merge pull request #19 from Shauryan123/master

Delete docs/images/shauryan.png