Skip to content

Commit

Permalink
Merge pull request #248 from johnnythesnake12/master
Browse files Browse the repository at this point in the history
Standardised naming of InsuraHub in PPP and UG
  • Loading branch information
LuahJunYang authored Nov 14, 2023
2 parents e59312f + db35727 commit a56405c
Show file tree
Hide file tree
Showing 5 changed files with 30 additions and 30 deletions.
36 changes: 18 additions & 18 deletions docs/UserGuide.md
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
# Insurahub User Guide
# InsuraHub User Guide

Insurahub is a **desktop app for managing clients, optimized for use via a Command Line Interface** (CLI) while still having the benefits of a Graphical User Interface (GUI). If you can type fast, Insurahub can get your contact management tasks done faster than traditional GUI apps. This app is mainly used by insurance agents who have many clients and tasks such as appointments to keep track of on a daily basis.
InsuraHub is a **desktop app for managing clients, optimized for use via a Command Line Interface** (CLI) while still having the benefits of a Graphical User Interface (GUI). If you can type fast, Insurahub can get your contact management tasks done faster than traditional GUI apps. This app is mainly used by insurance agents who have many clients and tasks such as appointments to keep track of on a daily basis.

## Table of Contents

Expand Down Expand Up @@ -38,11 +38,11 @@ Insurahub is a **desktop app for managing clients, optimized for use via a Comma

1. Ensure you have Java `11` or above installed in your Computer.

2. Download the latest `insurahub.jar` from [here](https://github.com//AY2324S1-CS2103-W14-1/tp).
2. Download the latest `InsuraHub.jar` from [here](https://github.com//AY2324S1-CS2103-W14-1/tp).

3. Copy the file to the folder you want to use as the _home folder_ for your App.

4. Open a command terminal, `cd` into the folder you put the jar file in, and use the `java -jar insurahub.jar` command to run the application.<br>
4. Open a command terminal, `cd` into the folder you put the jar file in, and use the `java -jar InsuraHub.jar` command to run the application.<br>
A GUI similar to the below should appear in a few seconds. Note that if a password had been previously set, then this step would be skipped. If you are setting the password, do record the password as if you forget the password before entering the app to change the password, you have to retrieve it by going to data/encoded.txt.

![SetPassword](images/setPassword.png)
Expand Down Expand Up @@ -119,7 +119,7 @@ Format: `help`

### Adding a new client: `add`

Adds a new person to the Insurahub App, the name of the Person must be unique, other parameters can be duplicated.
Adds a new person to the InsuraHub App, the name of the Person must be unique, other parameters can be duplicated.

Format: `add n/NAME p/PHONE e/EMAIL a/ADDRESS [t/TAG]… pmr/PREFERRED_MEETING_REGION`

Expand Down Expand Up @@ -269,7 +269,7 @@ Highlight the specific contact details of the particular client from the applica

Format 1: `preferredContact INDEX pc/PREFERRED_CONTACT`

- **INDEX** must be a positive integer less than or equals to the number of clients currently shown on Insurahub.
- **INDEX** must be a positive integer less than or equals to the number of clients currently shown on InsuraHub.
- **preferred contact method** either phone number or email
- Preferred contact method:
- phone number
Expand Down Expand Up @@ -297,7 +297,7 @@ Format: `addTag INDEX t/TAG_1 [t/TAG_2]`

- Number of tags in the format is just an example.

- **INDEX** must be a positive integer less than or equals to the number of clients currently shown on Insurahub.
- **INDEX** must be a positive integer less than or equals to the number of clients currently shown on InsuraHub.

Examples:

Expand All @@ -311,7 +311,7 @@ Format: `deleteTag INDEX t/TAG_1 [t/TAG_2]`<br>

- Number of tags in the format is just an example.

- **INDEX** must be a positive integer less than or equals to the number of clients currently shown on Insurahub.
- **INDEX** must be a positive integer less than or equals to the number of clients currently shown on InsuraHub.
- **tag**: must be a valid tag in the pre-defined list implemented in the app

Examples:
Expand All @@ -324,7 +324,7 @@ Creates/opens up a folder specific to a client's name for storing of their docum

Format: `file INDEX`

- **INDEX** must be a positive integer less than or equals to the number of clients currently shown on Insurahub.
- **INDEX** must be a positive integer less than or equals to the number of clients currently shown on InsuraHub.

Examples:

Expand All @@ -346,7 +346,7 @@ Examples:

### Change password: `changePassword`

Changes the required password to enter Insurahub.
Changes the required password to enter InsuraHub.

Format: `changePassword op/OLD_PASSWORD np/NEW_PASSWORD`

Expand All @@ -366,11 +366,11 @@ Format: `toggleMode`

Examples:

- `toggleMode` will display the mode that Insurahub will be in when it is next opened. If it is lightmode, it will be changed to dark mode and vice versa
- `toggleMode` will display the mode that InsuraHub will be in when it is next opened. If it is lightmode, it will be changed to dark mode and vice versa

### Filter policy using policy description `filterpolicydescription`

- Filter policies using policy description, it is case sensative, hence if client have `Cancer Plan` typing `CANCER PLAN` will not work.
- Filter policies using policy description, it is case-sensitive, hence if client have `Cancer Plan` typing `CANCER PLAN` will not work.
- Typing non string characters will not return an error, however it might be an issue as it is unlikely that policy description contains non string characters.
- If policy description is 123 and you filter 123, it will return the policy.

Expand All @@ -383,22 +383,22 @@ Examples:
## FAQ

**Q**: How do I transfer my data to another Computer?<br>
**A**: Install the app in the other computer and overwrite the empty data file it creates with the file that contains the data of your previous Insurahub home folder.
**A**: Install the app in the other computer and overwrite the empty data file it creates with the file that contains the data of your previous InsuraHub home folder.

---

### Saving the data

Insurahub data are saved in the hard disk automatically after any command that changes the data. There is no need to save manually.
InsuraHub data are saved in the hard disk automatically after any command that changes the data. There is no need to save manually.

### Editing the data file

Insurahub data are saved automatically as a JSON file `[JAR file location]/data/Insurahub.json`. Advanced users are welcome to update data directly by editing that data file.
InsuraHub data are saved automatically as a JSON file `[JAR file location]/data/addressbook.json`. Advanced users are welcome to update data directly by editing that data file.

<box type="warning" seamless>

**Caution:**
If your changes to the data file makes its format invalid, Insurahub will discard all data and start with an empty data file at the next run. Hence, it is recommended to take a backup of the file before editing it.
If your changes to the data file makes its format invalid, InsuraHub will discard all data and start with an empty data file at the next run. Hence, it is recommended to take a backup of the file before editing it.
</box>

## Known issues
Expand All @@ -409,10 +409,10 @@ If your changes to the data file makes its format invalid, Insurahub will discar
2. **When opening multiple application using multiple terminals**<br>
If you perform any actions on the first application, the updates will not be shown on the second application as currently we do not allow application to work simultaneously.

3. **Clients/Persons/Contacts** will generally be regarded as the same in insurahub even though it can be confusing.
3. **Clients/Persons/Contacts** will generally be regarded as the same in InsuraHub even though it can be confusing.

4. **Policy date issue**<br>
Putting the end date earlier than the start date for policies is currently accepted, we have acknowledge the error and will work to improve the application to remove those errors.
Putting the end date earlier than the start date for policies is currently accepted, we have acknowledged the error and will work to improve the application to remove those errors.

5. **Client Files of deleted/edited clients are retained**<br>
At this point, the application is unable to delete the files of deleted clients or edit the files of edited clients, we can only delete, edit it manually.
Expand Down
6 changes: 3 additions & 3 deletions docs/team/aarontxz.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,13 +3,13 @@
title: "Teng Xin Zhuan's Project Portfolio Page"
---

### Project: Insurahub
### Project: InsuraHub

Insurahub - Insurahub is a CLI application that targets financial advisors that type fast and prefers to use CLI over GUI to use the app.
InsuraHub - InsuraHub is a CLI application that targets financial advisors that type fast and prefers to use CLI over GUI to use the app.
The application is mainly used by financial advisors in their day-to-day planning and scheduling of meetings with clients,
assisting them by providing quick access to important information of each client stored in the database, displayed on the UI of InsuraHub.

While Insurahub has limited functionalities at this stage, there are further plans to improve the application with the timeline being set in place.
While InsuraHub has limited functionalities at this stage, there are further plans to improve the application with the timeline being set in place.

Given below are my contributions to the project.

Expand Down
6 changes: 3 additions & 3 deletions docs/team/johnnythesnake12.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,13 +3,13 @@
title: Ji-xuan's Project Portfolio Page"
---

### Project: Insurahub
### Project: InsuraHub

Insurahub - Insurahub is a CLI application that targets financial advisors that type fast and prefers to use CLI over GUI to use the app.
InsuraHub - InsuraHub is a CLI application that targets financial advisors that type fast and prefers to use CLI over GUI to use the app.
The application is mainly used by financial advisors in their day-to-day planning and scheduling of meetings with clients,
assisting them by providing quick access to important information of each client stored in the database, displayed on the UI of InsuraHub.

While Insurahub has limited functionalities at this stage, there are further plans to improve the application with the timeline being set in place.
While InsuraHub has limited functionalities at this stage, there are further plans to improve the application with the timeline being set in place.

Given below are my contributions to the project.

Expand Down
6 changes: 3 additions & 3 deletions docs/team/luahjunyang.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,13 +3,13 @@
title: "Luah Jun Yang's Project Portfolio Page"
---

### Project: Insurahub
### Project: InsuraHub

Insurahub - Insurahub is a CLI application that targets financial advisors that type fast and prefers to use CLI over GUI to use the app.
InsuraHub - InsuraHub is a CLI application that targets financial advisors that type fast and prefers to use CLI over GUI to use the app.
The application is mainly used by financial advisors in their day-to-day planning and scheduling of meetings with clients,
assisting them by providing quick access to important information of each client stored in the database, displayed on the UI of InsuraHub.

While Insurahub has limited functionalities at this stage, there are further plans to improve the application with the timeline being set in place.
While InsuraHub has limited functionalities at this stage, there are further plans to improve the application with the timeline being set in place.

Given below are my contributions to the project.

Expand Down
6 changes: 3 additions & 3 deletions docs/team/zhanyang01.md
Original file line number Diff line number Diff line change
Expand Up @@ -5,13 +5,13 @@

## Ng Zhan Yang's Project Portfolio Page

### Project: Insurahub
### Project: InsuraHub

Insurahub - Insurahub is a CLI application that targets financial advisors that type fast and prefers to use CLI over GUI to use the app.
InsuraHub - InsuraHub is a CLI application that targets financial advisors that type fast and prefers to use CLI over GUI to use the app.
The application is mainly used by financial advisors in their day-to-day planning and scheduling of meetings with clients,
assisting them by providing quick access to important information of each client stored in the database, displayed on the UI of InsuraHub.

While Insurahub has limited functionalities at this stage, there are further plans to improve the application with the timeline being set in place.
While InsuraHub has limited functionalities at this stage, there are further plans to improve the application with the timeline being set in place.

Given below are my contributions to the project.

Expand Down

0 comments on commit a56405c

Please sign in to comment.