Retrospective 3 - betoooo08/MyFinPlanner GitHub Wiki

Sprint 3 Retrospective

What Went Well

  • Successfully integrated investment visualizations including asset allocation and historical portfolio charts.
  • The connection between Transactions, Budgets, and Categories was established effectively.
  • The Goals section is now functional with contributions being properly recorded and visualized.
  • Implemented the AI assistant MyFinancePal with insights for transactions, budgets, and goals.
  • A new Home page was created with logo, mission, vision, and defined color palette.

🔍 What Could Be Improved

  • GitHub issues persisted, especially due to improper branch handling and accidental uploads of __pycache__ folder files.
  • Merge conflicts caused by careless pushes and pull workflows affected the development flow.
  • Styling with CSS and JavaScript was challenging in some areas due to limited experience with HTML/CSS structures.
  • Integration of AI with Goals frontend encountered unexpected bugs and display inconsistencies.

📌 Action Items

  1. Improve GitHub workflows and branch management:
    • Add .pycache/ and other unnecessary files to .gitignore.
    • Use feature branches properly and pull regularly to avoid major conflicts.
  2. Enhance front-end development skills:
    • Reinforce understanding of HTML, CSS, and JS for cleaner and more responsive UIs.
  3. Fix UI and logic issues in the Goals + AI section.
  4. Continue refining the investment section for a better user experience.
  5. Schedule more frequent short sync-ups to catch issues early and align tasks.