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Staging Test: Reinvestment & Smart Tranche

Test Area: Reinvestment & Smart Tranche System
Estimated Time: 15-20 minutes
Difficulty: Medium
Prerequisites: Must have available profit or bonus balance to reinvest. Run a profit distribution cycle first (see 06-profit-distribution).

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Overview

This guide tests the reinvestment system. Investors can reinvest:
  • Available Profit from their tranches
  • Referral Bonuses from their bonus wallet

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How Reinvestment Works

Select Sources → Confirm Amount → OTP Verification → Creates PENDING Tranche
                                                            ↓
                                              (At next cycle start)
                                                            ↓
                                              Aggregated & Activated → ACTIVE Tranche

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Smart Tranche Aggregation

Multiple reinvestments during the same cycle are combined into a single tranche when the cycle starts. This keeps portfolios clean.

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Before You Start

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URLs

PageURL
Loginhttps://zestamc.savibm.com/login
Investor Dashboardhttps://zestamc.savibm.com/investor/dashboard
Investor Portfoliohttps://zestamc.savibm.com/investor/portfolio

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Test Accounts

RoleEmailOTP
Investortestinvestor@zestamc.comCheck email
Investortest@zestamc.comCheck email

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Requirements

Before testing reinvestment, you need:
  • Available profit in a tranche, OR
  • Balance in bonus wallet
If both are $0, first run a profit distribution cycle to generate profit.

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Test Cases

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Test 1: View Available Reinvestment Sources

Goal: Verify investor can see what’s available to reinvest Steps:
  1. Log in as testinvestor@zestamc.com
  2. Go to “Portfolio” page
  3. Look for reinvestment options or click “Reinvest”
Expected Results:
ElementWhat You Should See
Available profitAmount per tranche (if any)
Bonus walletReferral bonus balance
Reinvest buttonOption to reinvest
Pass Criteria: ✅ Can see available sources for reinvestment

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Test 2: Reinvest Profit from Tranche

Goal: Verify investor can reinvest available profit Preparation: Requires available_profit > 0 in a tranche Steps:
  1. Log in as testinvestor@zestamc.com
  2. Go to “Dashboard” or “Portfolio”
  3. Click “Reinvest” button
  4. In the reinvestment dialog:
    • Select profit source (tranche with available profit)
    • Enter amount to reinvest
  5. Click “Reinvest” or “Submit”
  6. Enter OTP from email
  7. Confirm
Expected Results:
StepWhat You Should See
Source selectionCan select tranche with profit
Amount fieldCan enter amount up to available
After OTPSuccess message “Reinvestment submitted”
Tranche createdNew PENDING tranche created
Pass Criteria: ✅ Profit reinvestment successful

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Test 3: Reinvest Referral Bonus

Goal: Verify investor can reinvest from bonus wallet Preparation: Requires bonus_balance > 0 Steps:
  1. Log in as testinvestor@zestamc.com
  2. Click “Reinvest”
  3. Select source: “Bonus Wallet” or “Referral Bonus”
  4. Enter amount
  5. Submit with OTP from email
Expected Results:
StepWhat You Should See
Bonus optionBonus wallet shown as source
Amount limitCannot exceed bonus balance
After submitSuccess message
Balance updateBonus wallet balance decreases
Pass Criteria: ✅ Bonus reinvestment successful

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Test 4: View Pending Reinvestment

Goal: Verify investor can see their pending reinvestment tranche Steps:
  1. After completing Test 2 or 3
  2. Go to “Portfolio” page
  3. Look for the new pending tranche
Expected Results:
ElementWhat You Should See
Pending trancheShows with “PENDING” status
AmountShows the reinvested amount
Visual indicatorMay show dashed/dotted border
Info message”Will be activated at cycle start”
Pass Criteria: ✅ Pending tranche visible in portfolio

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Test 5: Mixed Source Reinvestment

Goal: Verify investor can reinvest from multiple sources at once Preparation: Requires both available profit AND bonus balance Steps:
  1. Log in as an investor with both profit and bonus
  2. Start reinvestment
  3. Select multiple sources:
    • Profit from tranche(s)
    • Bonus wallet
  4. Enter total amount
  5. Submit with OTP
Expected Results:
StepWhat You Should See
Multiple sourcesCan select more than one source
Total amountShows combined total
After submitSingle pending tranche created
Sources trackedPrincipal sources tracked separately
Pass Criteria: ✅ Multi-source reinvestment works

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Test 6: Reinvestment Amount Validation

Goal: Verify system validates reinvestment amounts Steps:
  1. Try to reinvest more than available
  2. Try to reinvest a very small amount (if minimum exists)
Expected Results:
TestWhat You Should See
Exceeds availableError: “Insufficient balance”
Below minimumError about minimum amount (if applicable)
Pass Criteria: ✅ Amount validation works

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Test 7: Cancel Reinvestment Dialog

Goal: Verify user can cancel without submitting Steps:
  1. Open reinvestment dialog
  2. Fill in some values
  3. Click “Cancel” or close the dialog
Expected Results:
ResultWhat You Should See
Dialog closesNo changes made
Balances unchangedProfit and bonus unchanged
Pass Criteria: ✅ Can cancel without side effects

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Test Results Summary

TestStatusNotes
Test 1: View Sources⬜ Pass / ⬜ Fail
Test 2: Reinvest Profit⬜ Pass / ⬜ Fail
Test 3: Reinvest Bonus⬜ Pass / ⬜ Fail
Test 4: View Pending⬜ Pass / ⬜ Fail
Test 5: Mixed Sources⬜ Pass / ⬜ Fail
Test 6: Validation⬜ Pass / ⬜ Fail
Test 7: Cancel⬜ Pass / ⬜ Fail

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Understanding Smart Tranche Aggregation

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What Happens at Cycle Start

  1. All PENDING tranches for a user/fund are collected
  2. They’re combined into a single PENDING tranche
  3. The combined tranche is activated (→ ACTIVE)

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Example

Before Cycle Start:
  PENDING Tranche A: $50 (from profit)
  PENDING Tranche B: $30 (from bonus)
  PENDING Tranche C: $20 (from profit)

After Cycle Start:
  ACTIVE Tranche: $100 (combined)
    - principal_from_reinvestment_profit: $70
    - principal_from_reinvestment_referral: $30

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Troubleshooting

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No reinvest option

Available profit and bonus balance may both be $0. Run a profit distribution cycle first.

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”Insufficient balance” error

You’re trying to reinvest more than available. Check:
  1. Available profit in selected tranche(s)
  2. Bonus wallet balance

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Pending tranche not appearing

  1. Refresh the Portfolio page
  2. Look for a “PENDING” status badge
  3. May be shown in a separate section

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OTP verification failing

Enter the OTP from your email. Wait for the dialog to fully load before entering.

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Next Steps

After completing reinvestment testing, proceed to: