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@@ -8,37 +8,50 @@ Here’s a quick overview of D.A.V.E.’s features: | |
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- Store and edit information of your leads and clients | ||
- Convert successful leads into clients | ||
- Manage clients’ policies | ||
- Delete policies and leads | ||
- Reminders such as upcoming meetings with leads/clients | ||
- Delete leads and clients | ||
- Keep track of upcoming meetings with leads/clients | ||
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D.A.V.E. is here to enhance your advisory journey by simplifying information management, lead conversion, policy tracking and more. | ||
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# Table of Contents | ||
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- [Glossary](#Glossary) | ||
- [Tutorial for new users](#D.A.V.E.-Tutorial-for-new-users) | ||
- [Features](#Features) | ||
- [Glossary](#glossary) | ||
- [Quick Start](#quick-start) | ||
- [Features](#features) | ||
- [Add lead](#add-lead) | ||
- [Add client](#add-client) | ||
- [View all clients](#view-all-clients) | ||
- [View all leads](#view-all-leads) | ||
- [View specific person](#view-specific-person) | ||
- [Delete](#delete) | ||
- [Add meeting time](#add-meeting-time) | ||
- [Delete meeting time](#delete-meeting-time) | ||
- [Edit](#edit) | ||
- [Sort meeting time](#sort-meeting-time) | ||
- [Convert lead to client](#convert-lead-to-client) | ||
- [Convert client to lead](#convert-client-to-lead) | ||
- [Locating person by name](#locating-person-by-name) | ||
- [Clear address book](#clear-address-book) | ||
- [Exit the program](#exit-the-program) | ||
- [FAQ](#faq) | ||
- [Known issues](#known-issues) | ||
- [Command Summary](#command-summary) | ||
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# Glossary | ||
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## Definitions | ||
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Here are some descriptions of the words we use throughout the User Guide: | ||
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| Term | Definition | | ||
| --- | --- | | ||
| Command | An input from the user that tells D.A.V.E. to perform an action (e.g. add a client). | | ||
| GUI | Graphical User Interface (GUI) refers to the visual display of D.A.V.E that users can see. | | ||
| CLI | Command Line Interface (CLI) represents a text-based user interface to interact with the application. | | ||
| Term | Definition | | ||
|---------|-------------------------------------------------------------------------------------------------------| | ||
| Command | An input from the user that tells D.A.V.E. to perform an action (e.g. add a client). | | ||
| GUI | Graphical User Interface (GUI) refers to the visual display of D.A.V.E that users can see. | | ||
| CLI | Command Line Interface (CLI) represents a text-based user interface to interact with the application. | | ||
| Person | A client or a lead. | | ||
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# D.A.V.E. Tutorial for new users | ||
# Quick Start | ||
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1. Ensure you have Java `11` or above installed in your computer. | ||
2. Download the latest `DAVE.jar` from here. | ||
2. Download the latest release of `DAVE.jar` from [here](https://github.com/AY2324S1-CS2103T-F08-2/tp/releases). | ||
3. Copy the file to the folder you want to use as the *home folder* for D.A.V.E. | ||
4. Open a command terminal, `cd` into the folder you put the jar file in, and use the `java -jar DAVE.jar` command to run the application. | ||
A GUI similar to the below should appear in a few seconds. Note how the app contains some sample data. | ||
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@@ -50,9 +63,9 @@ Here are some descriptions of the words we use throughout the User Guide: | |
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# Features | ||
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<box type="info" theme="info"> | ||
Extraneous parameters for commands that do not take in parameters (such as help, exit and clear) will be ignored. | ||
e.g. if the command specifies <code>exit 2</code>, it will be interpreted as the <code>exit</code> command. | ||
<box type="info"> | ||
Extraneous parameters for commands that do not take in parameters (such as <code>help</code>, <code>exit</code> and <code>clear</code>) will be ignored. | ||
For example, if the command entered is <code>exit 2</code>, it will be interpreted as the <code>exit</code> command. | ||
</box> | ||
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### Add lead | ||
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``` | ||
Invalid command format! | ||
addlead: Adds a lead to the address book. Parameters: n/NAME p/PHONE e/EMAIL a/ADDRESS k/KEY_MILESTONE m/MEETING_TIME [t/TAG]... | ||
addlead: Adds a lead to the address book. Parameters: n/NAME p/PHONE e/EMAIL a/ADDRESS k/KEY_MILESTONE [m/MEETING_TIME] [t/TAG]... | ||
Example: addlead n/John Doe p/98765432 e/[email protected] a/311, Clementi Ave 2, #02-25 k/01/12/2023 m/10/10/2023 14:30 t/classmate | ||
``` | ||
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### Add Client | ||
### Add client | ||
- What it does: Add potential clients and their basic information, e.g. name, age, year of study, major, etc. | ||
- Command format: `addclient n/NAME p/PHONE e/EMAIL a/ADDRESS [m/MEETING_TIME] [t/TAG]...`. | ||
- Example usage: `Example: addclient n/John Doe p/98765432 e/[email protected] a/311, Clementi Ave 2, #02-25 m/10/10/2023 14:30 t/classmate`. | ||
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``` | ||
Invalid command format! | ||
addclient: Adds a client to the address book. Parameters: n/NAME p/PHONE e/EMAIL a/ADDRESS [t/TAG]... | ||
addclient: Adds a client to the address book. Parameters: n/NAME p/PHONE e/EMAIL a/ADDRESS [m/MEETING_TIME] [t/TAG]... | ||
Example: addclient n/John Doe p/98765432 e/[email protected] a/311, Clementi Ave 2, #02-25 m/10/10/2023 14:30 t/classmate | ||
``` | ||
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``` | ||
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### Edit | ||
### Edit | ||
- What it does: Edit the details of a lead or a client. | ||
- Command format: `edit INDEX [n/NAME] [p/PHONE] [e/EMAIL] [a/ADDRESS] [k/KEY_MILESTONE] [t/TAG]...` | ||
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- Example usage: `edit 1 n/John Doe p/98765432` | ||
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<box type="tip" header="``edit INDEX t\``"> | ||
This command will clear the tags of a lead or client. | ||
</box> | ||
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Example: edit 1 p/91234567 e/[email protected] | ||
``` | ||
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<box type="info"> | ||
You can add more tags to a person using the <code>edit</code> command. For example, if person 1 already has the tag <code>classmate</code> | ||
and you want to add the <code>friend</code> tag, you can enter the command <code>edit 1 t/classmate t/friend</code>. | ||
</box> | ||
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### Sort meeting time | ||
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- What it does: Sorts the meeting times of all leads and clients chronologically, displaying | ||
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<p>After using find john david</p> | ||
</div> | ||
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### Clear | ||
### Clear address book | ||
- What it does: Clears all entries from the address book. | ||
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<box type="info" theme="warning"> | ||
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`Address book has been cleared!` | ||
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<box type="warning" theme="danger"> | ||
This command will delete all the data from the address book. This command cannot be reversed. Proceed with caution. | ||
</box> | ||
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### Exit the program | ||
- What it does: Exits the program. | ||
- Command format: `exit`. | ||
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1. Type `java -jar DAVE.jar` and press enter | ||
1. Dave should launch | ||
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**Q**: How can I check my Java version? | ||
**Q**: How can I check my Java version?<br> | ||
**A**: Open a command prompt and type `java -version` . If you do not have Java installed, you | ||
can download it [here](https://www.oracle.com/java/technologies/downloads/#java11). | ||
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## Command summary | ||
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Action | Format, Examples | ||
-----------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ||
**Add lead** | `addlead n/NAME p/PHONE e/EMAIL a/ADDRESS k/KEY_MILESTONE [m/MEETING_TIME] [t/TAG]...` <br> e.g. `addlead n/John Doe p/98765432 e/[email protected] a/311, Clementi Ave 2, #02-25 k/01/12/2023 m/10/10/2023 14:30 t/classmate` | ||
**Add client** | `addclient n/NAME p/PHONE e/EMAIL a/ADDRESS [m/MEETING_TIME] [t/TAG]...` <br> e.g. `addclient n/John Doe p/98765432 e/[email protected] a/311, Clementi Ave 2, #02-25 m/10/10/2023 14:30 t/classmate` | ||
**View all leads and clients** | `list` | ||
**View all clients** | `listclient` | ||
**View all leads** | `listlead` | ||
**View a specific person** | `view INDEX`<br> e.g. `view 1` | ||
**Delete** | `delete INDEX` <br> e.g. `delete 1` | ||
**Add meeting time** | `addmeeting INDEX m/MEETING_TIME` <br> e.g. `addmeeting 1 m/12/10/2023 16:00` | ||
**Delete meeting time** | `deletemeeting INDEX` <br> e.g. `deletemeeting 1` | ||
**Edit** | `edit INDEX [n/NAME] [p/PHONE] [e/EMAIL] [a/ADDRESS] [k/KEY_MILESTONE] [t/TAG]...`<br> e.g. `edit 1 n/John Doe p/98765432` | ||
**Sort meeting time** | `sortmeeting` | ||
**Convert lead to client** | `convertoclient INDEX` <br> e.g. `converttoclient 1` | ||
**Convert client to lead** | `convertolead INDEX` <br> e.g. `converttolead 1` | ||
**Locating person by name** | `find NAME [MORE_NAMES]` <br> e.g. `find John David` | ||
**Clear** | `clear` | ||
**Help** | `help` | ||
**Exit** | `exit` | ||
| Action | Format, Examples | | ||
|--------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ||
| **Add lead** | `addlead n/NAME p/PHONE e/EMAIL a/ADDRESS k/KEY_MILESTONE [m/MEETING_TIME] [t/TAG]...` <br> e.g. `addlead n/John Doe p/98765432 e/[email protected] a/311, Clementi Ave 2, #02-25 k/01/12/2023 m/10/10/2023 14:30 t/classmate` | | ||
| **Add client** | `addclient n/NAME p/PHONE e/EMAIL a/ADDRESS [m/MEETING_TIME] [t/TAG]...` <br> e.g. `addclient n/John Doe p/98765432 e/[email protected] a/311, Clementi Ave 2, #02-25 m/10/10/2023 14:30 t/classmate` | | ||
| **View all leads and clients** | `list` | | ||
| **View all clients** | `listclient` | | ||
| **View all leads** | `listlead` | | ||
| **View a specific person** | `view INDEX`<br> e.g. `view 1` | | ||
| **Delete** | `delete INDEX` <br> e.g. `delete 1` | | ||
| **Add meeting time** | `addmeeting INDEX m/MEETING_TIME` <br> e.g. `addmeeting 1 m/12/10/2023 16:00` | | ||
| **Delete meeting time** | `deletemeeting INDEX` <br> e.g. `deletemeeting 1` | | ||
| **Edit** | `edit INDEX [n/NAME] [p/PHONE] [e/EMAIL] [a/ADDRESS] [k/KEY_MILESTONE] [t/TAG]...`<br> e.g. `edit 1 n/John Doe p/98765432` | | ||
| **Sort meeting time** | `sortmeeting` | | ||
| **Convert lead to client** | `converttoclient INDEX` <br> e.g. `converttoclient 1` | | ||
| **Convert client to lead** | `converttolead INDEX` <br> e.g. `converttolead 1` | | ||
| **Locating person by name** | `find NAME [MORE_NAMES]` <br> e.g. `find John David` | | ||
| **Clear** | `clear` | | ||
| **Help** | `help` | | ||
| **Exit** | `exit` | |
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@@ -46,7 +46,7 @@ public void executeClientConvertToLeadSuccess() throws CommandException { | |
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final String expectedOutput = "Converted Client to Lead: Amy Bee; Phone: 85355255; Email: [email protected]; " | ||
+ "Address: 123, Jurong West Ave 6, #08-111; " | ||
+ "Key Milestone: " + formattedDate + "; Meeting Time: null; Tags: "; | ||
+ "Key Milestone: " + formattedDate; | ||
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// Step 1: Set up the necessary test data and model stub. | ||
ModelStubAcceptingClientAdded modelStub = new ModelStubAcceptingClientAdded(); | ||
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@Test | ||
public void executeLeadConvertToClientAddSuccessfully() throws CommandException { | ||
final String expectedOutput = "Converted Lead to Client: Amy Bee; Phone: 85355255; " | ||
+ "Email: [email protected]; Address: 123, Jurong West Ave 6, #08-111; " | ||
+ "Meeting Time: null; Tags: "; | ||
+ "Email: [email protected]; Address: 123, Jurong West Ave 6, #08-111"; | ||
// Step 1: Set up the necessary test data and model stub. | ||
ModelStubAcceptingLeadAdded modelStub = new ModelStubAcceptingLeadAdded(); | ||
Lead validPerson = new PersonBuilder().buildLead(); | ||
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