Agent Achieve Software End-User Manual

1. Product Overview and Deployment Instructions

• Product Description

  Agent Achieve is a web-based goal setting, task management, and progress tracking system designed specifically for real estate professionals. The application empowers individual agents and team managers to streamline their workflows, enhance productivity, and focus on achieving their real estate objectives.

• Tools and Frameworks

  • Visual Studio 2022: Integrated Development Environment (IDE).
  • SQL Server Express: Free edition of Microsoft SQL Server, suitable for local development.
  • .NET 8: Core development framework.
  • Blazor: Web UI framework for C# (Part of .NET).
  • Telerik UI for Blazor: Suite of UI components for Blazor applications.
  • NuGet Packages: Package manager for .NET and should automatically be installed when restoring the solution (key dependencies).
    • Entity Framework Core: Object-relational mapper (ORM) for interacting with databases.
    • xUnit: Unit testing framework for .NET.
    • bUnit: Testing library specifically designed for Blazor components.
    • Moq: Mocking framework for creating test doubles.
    • AutoMapper: Library for simplifying object-to-object mapping.

• External Services

  • Azure SQL Database: Cloud-based relational database service.
  • Azure App Service: Platform for hosting web applications.
  • Azure DevOps (Repos & Pipelines): Provides source control (Azure Repos) and CI/CD capabilities (Azure Pipelines).
  • Google Authentication (API integration): Handles user authentication via Google accounts.

• Deployment Instructions

  • Development Setup

    • Tool Installation: Ensure you have the following tools setup.

      • .NET 8: Download and run the latest installer.
      • Visual Studio 2022: Download any version (Community, Professional, or Enterprise) and run the installer.
      • SQL Server Express: Download and run the latest installer.

    • Environment Configuration

      • Google Authentication (API integration): A Google OAuth 2.0 Client ID and secret must be created for your application.
        • Follow the instructions in this article to Create the Google OAuth 2.0 Client ID and secret and setup Authorized Redirect URIs for local and production endpoints. https://learn.microsoft.com/en-us/aspnet/core/security/authentication/social/google-logins?view=aspnetcore-8.0
        • Note: The PORT used in Authorized Redirect URIs will match your launchsettings.json.
      • SQL Server Express Database Setup
        • Ensure SQL Server Express is successfully installed.
        • Create the database and apply migrations by executing Update-Database in the Package Manager Console (select the AgentAchieve.Infrastructure as Default project).
        • Verify the database and tables were created in Microsoft SQL Server Management Studio.
      • Telerik UI for Blazor: needs to be configured depending on if you have a license/account or not.
        • If you have a Telerik license/account.
          • Follow the instructions in this article to setup the NuGet feed for Telerik. https://docs.telerik.com/blazor-ui/installation/nuget
        • If you don't have a Telerikc license/account.
          • Uninstall the licensed version and switch to the trial in NuGet Package Manager.
          • Update App.razor to reference trial .js and .css.

  • Azure Setup

    • Prerequisites: An Azure Subscription.

    • Environment Configuration

      • Google Authentication (API integration): See above.

      • Telerik UI for Blazor: needs to be configured depending on if you have a license/account or not. See above for code setup. Assuming you are hosting code in Azure DevOps Reops and plan to deploy via Pipelines do the additional steps below.

        • If you have a Telerik license/account.
          • Follow the instructions in this article to create a Telerik NuGet Key. https://docs.telerik.com/reporting/getting-started/installation/using-nuget-keys
          • Create Service Connections in Azure DevOps and add the Telerik NuGet Key information.
        • If you don't have a Telerikc license/account.
          • Remove the NuGetAuthenticate@1 step in azure-pipelines.yml.

      • Azure SQL Database

        • Follow the instructions in this article to create a new Azure SQL Server and a single Database in Azure Portal. https://learn.microsoft.com/en-us/azure/azure-sql/database/single-database-create-quickstart?view=azuresql&tabs=azure-portal
        • Record the ADO.NET (SQL authentication) connection string.

      • Azure App Service

        • Follow the instructions in this article to create a new Azure App Service in Azure Portal with below key settings. https://learn.microsoft.com/en-us/azure/app-service/quickstart-dotnetcore?tabs=net70&pivots=development-environment-azure-portal
          • Publish: Code
          • Runtime stack: .NET 8 (LTS)
          • Operating System: Windows
        • Add configuration for GoogleClientId and GoogleClientSecret that was created/recorded in prior step and add DefaultConnection string recorded when creating Azure SQL Database in prior step by clicking New Application settings or New connection string respectively and entering the information.

      • Azure DevOps Pipeline

        • Update azure-pipelines.yml
          • Ensure that task: NuGetAuthenticate@1 is using the nuGetServiceConnections name created in above step.
          • Update AzureWebApp@1 settings to pick a subscription that has permissions to your Azure App Service created in prior step and select App name from dropdown.

      • Deploy Code.

        • Run your azure-pipelines.yml to deploy to your Azure App and apply database migrations.

2. Application Features and User Guide

• Live Demo site: https://agentachievedev.azurewebsites.net/

• Application Features

Category	Description
User Account Management	Securely access the application using Google authentication.
Client Interaction Tracker	Manage all client data, track properties associated with clients, and link sales transactions for a comprehensive client view.
Goal Management	Agents can set sales goals, track progress, and view performance metrics to stay on top of their targets.
Manager Dashboard	Managers gain insights into agent performance, track team goals, and generate reports to assess progress.
Task Scheduler	Schedule appointments and organize your daily activities with the integrated calendar.

User Account Management

• User Account Creation - UI and Google Integration
  • User Story: As a user, I want to be able to log in with Google so that I can access the application.
  • Instructional Video: https://www.youtube.com/embed/NnqabgCVBtY?feature=oembed

Client Interaction Tracker

• Client Information Management

  • User Story: As an agent, I want to manage my clients' contact information so that I can stay organized and provide excellent service.
  • Instructional Video: https://www.youtube.com/embed/iHG10M1z3Us?feature=oembed

• Property Data Management

  • User Story: As an agent, I want to create, read, update, and delete property information for my clients so that I have properties to track listings, sales, and important details against.
  • Instructional Video: https://www.youtube.com/embed/rns9NaQ5Y0M?feature=oembed

• Sales Transactions Data Entry

  • User Story: As an agent, I want to enter sales data for properties so that I can track my sales performance, calculate commissions, and generate reports.
  • Instructional Video: https://www.youtube.com/embed/T8bRXIt6KUM?feature=oembed

Goal Management

• Sales Goal Entry

  • User Story: As an agent, I want to set monthly sales goals so that I can measure my performance against targets.
  • Instructional Video: https://www.youtube.com/embed/GAE5Gs-zoMs?feature=oembed

• Sales Goal Performance

  • User Story: As an agent, I want to view a dashboard within my "Sales Goals" screen that displays my progress towards my monthly goals, providing insights into my sales performance.
  • Instructional Video: https://www.youtube.com/embed/oCyYLQF6hfA?feature=oembed

Manager Dashboard

• Manager Dashboard

  • User Story: As a manager, I want to view my Agents sales goals progress so that I can measure my agents performance against targets.
  • Instructional Video: https://www.youtube.com/embed/Ouof9ZUWNjM?feature=oembed

• Sales Goals Chart

  • User Story: As an Agent, I want to be able to switch between a grid view and a chart view of sales goals, so that I can choose the most effective way to analyze the data.
  • Instructional Video: https://www.youtube.com/embed/wIs12pRPRCQ?feature=oembed

• Manager Reports

  • User Story: As a manager, I want to generate reports so that I can measure my agent’s performance against targets.
  • Instructional Video: https://www.youtube.com/embed/M3nQUkf5W9c?feature=oembed

Task Scheduler

• Calendar Events Management UI
  • User Story: As an agent, I want to manage calendar events so that I can organize my schedule.
  • Instructional Video: https://www.youtube.com/embed/YeIAhfrIXUI?feature=oembed