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Spring 2003 M3: Design System


Plan, Analyze and Design the Entire System

Team Forming:

For M1 and M2, we limited the scope of certain operations and made parts of the system somewhat artificial. For this milestone you will need to form a group of 3-4 students from within the class. This group will be responsible together for milestones 3 through 7. Your first task for M3 is to form your group, and create a team entry on the Swiki in the Spring 2003 Team Declaration Page. YOU CANNOT DO THIS PROJECT ALONE (or in a 2 person group)!! You may reuse any code that you wrote for M1 and M2 if you feel it is useful. The only restriction is that the M1/M2 code reused must have been written by one of the group members in your group.

Milestones to come:

Look across Milestones 4 through 7 which are your actual programming milestones. Along with the information in this milestone, you should then have enough information to design the entire system. Each milestone represents the LATEST time that functionality can be provided. At each milestone, we will only grade the functionality required to be present at that milestone. Basically you can view milestones as your latest acceptable delivery date.
Side note: You may, of course, create the desired functionality earlier if it will help your project succeed. For instance, load/save persistence of data is not required until M6, but you may decide to implement it somewhat earlier to make testing and development easier.

At each milestone we will quickly regression test your old code to ensure you have not broken anything. This is where SUnit can really help you. By having unit tests already coded, you just hit the run test button and verify that your test bar is still green. Whenever you find a "bug" in the system that was not caught by SUnit, you should add an SUnit test that would have caught it. That way, you can be sure that old bugs do not get reintroduced into your code base.

Note about CVS:

There is no requirement that your team has to use CVS or any other version control system. Configuration control systems do make code exchange and work easier. I do recommend you look at using CVS with the Squeak interface DVS as a good way to work with your team in controlling and exchanging code. Check the class lecture where the DVS tutorial link is provided.


The system description is much more open ended that M1 and M2. You may design your classes and messages however you desire to meet the basic requirements of the system. Just keep in mind good smalltalk style for message names and overall design principles. Your design is worth half your grade for the milestone, so don't hack and don't shortchange your analysis. If the requirements do not specifically state something, you are free to implement and design however you want. This is a design class, we want to see what you come up with!

Overall System Requirements:

The personal financial management program is an application designed to support an individual's investment and personal finance activities. Multiple users may be on the system, and personal data needs to be separated between users. Prior to use of the system an individual should be validated onto the system. Any standard validation mechanism (such as userid/password) may be used. (If you decide to use encryption check out the Cryptography package available through SqueakMap).

Each user of the system may have any number of portfolios. A portfolio is simply a collection of accounts or other portfolios that are grouped together for administrative purposes. For instance, a user may group all retirement investments into one portfolio and all non-retirement investments in another. A user might want all taxable investments in one portfolio and tax-free investments in another. The number and naming of portfolios should be user-selectable. The same information may be in multiple portfolios so that different partitions of investments can be compared.

Within each portfolio are the individual investments themselves. Investments are of many types:

From this base data on portfolios, users would like to generate lots of information like: what is my net worth (sum of the current value of all items in my portfolios)? How much have I made (the amounts of all interest, dividends, capital gains, and adjusted current stock values)? User's also desire histories of transactions for each investment.

Be sure and look at additional information in milestones 4-7 for more specific requirements. You need to design SUnit tests to cover all the tests in your test plan at a minimum. This impacts your design somewhat. You may need to design slightly differently to make your program easily testable. Think about how you will test the classes you design.


Questions on Spring 2003 M3 Milestone

Teams must turn in a detailed group plan THROUGH THE REST OF THE CLASS (i.e., through M7) . This should include:

Each team will submit a joint document with cover page. The cover page should show the team name, the team members by name and gt# and their grading TA. It should also have the date submitted and the Milestone number clearly shown.

Obviously, the design will change over the following weeks, but we want to see that you've thought through everything UP FRONT.

Note: If you would like to see good examples of project plans, check out the Cases page to see what other groups in past semesters have done.

Turnin your in your hardcopy designs in class.


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