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Staging Test: Portfolio & Referrals

Test Area: Portfolio Viewing & Referral System
Estimated Time: 15-20 minutes
Difficulty: Easy
Prerequisites: Complete 01-authentication first

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Overview

This guide tests the portfolio viewing and referral system pages that weren’t covered in previous guides.

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Before You Start

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URLs

PageURL
Loginhttps://zestamc.savibm.com/login
Investor Portfoliohttps://zestamc.savibm.com/investor/portfolio
Investor Referralshttps://zestamc.savibm.com/investor/referrals
Investor Profilehttps://zestamc.savibm.com/investor/profile

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Test Accounts

EmailReferral CodeReferred By
testinvestor@zestamc.comZESTTESTNone (top level)
test@zestamc.comTEST1234testinvestor
l2investor@zestamc.comL2INVESTtest
l3investor@zestamc.comL3INVESTl2investor

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Part A: Portfolio Testing

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Test A1: View Portfolio Page

Goal: Verify investor can see their portfolio summary Steps:
  1. Log in as testinvestor@zestamc.com
  2. Click “Portfolio” in the left sidebar
  3. View the portfolio page
Expected Results:
ElementWhat You Should See
Active tranchesList of your investments
Principal amounts$10,000 for testinvestor
Available profit$500 (seeded amount)
Lock-in statusShows when lock-in ends
Fund infoZest Growth Fund details
Pass Criteria: ✅ Portfolio displays all investment details

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Test A2: View Tranche Details

Goal: Verify investor can see detailed tranche information Steps:
  1. On the Portfolio page
  2. Click on a tranche card/row to view details
  3. Review the information
Expected Results:
ElementWhat You Should See
Principal breakdownDeposit vs reinvestment sources
Profit historyPast distributions (if any)
Lock-in countdownDays/months remaining
ActionsWithdraw, Reinvest buttons
Pass Criteria: ✅ Tranche details accessible and complete

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Test A3: Portfolio Summary Cards

Goal: Verify summary statistics are correct Steps:
  1. Look at the summary cards on Portfolio page
Expected Results for testinvestor:
CardExpected Value
Total Invested$10,000
Current Value~$10,500 (principal + profit)
Available Profit$500
Total Return~5% or $500
Formula Reference: The portfolio metrics are calculated using these formulas:
Metric (Code)FormulaDescription
A - InvestedSum of approved depositsTrue money-in, excludes reinvestments
B - Portfolio ValueA + G + FTotal current value
C - Total PnLSum of profit_distributionsAll profits credited over time
D - PnL %(C / A) × 100Return percentage relative to invested
E - WithdrawnSum of completed withdrawalsAll money taken out
F - ReinvestedSum of reinvestment principalProfit/bonus converted to new investments
G - AvailableSum of tranches.available_profitCurrently withdrawable profit
See 04-core-mechanics.md for full formula documentation.
Pass Criteria: ✅ Summary matches expected calculations

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Part B: Referrals Testing

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Test B1: View Referrals Page

Goal: Verify investor can see their referral information Steps:
  1. Log in as testinvestor@zestamc.com
  2. Click “Referrals” in the left sidebar
  3. View the referrals page
Expected Results:
ElementWhat You Should See
Your referral codeZESTTEST
Copy buttonCan copy referral code/link
Referral statsTotal referrals, earnings
Pass Criteria: ✅ Referral page loads with your code

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Test B2: View Referral Tree (Downline)

Goal: Verify investor can see who they referred Steps:
  1. On the Referrals page
  2. Look for “Your Referrals” or “Referral Tree” section
Expected Results for testinvestor:
LevelWho
L1 (Direct)test@zestamc.com
L2l2investor@zestamc.com
L3l3investor@zestamc.com
Pass Criteria: ✅ Can see referral tree/downline

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Test B3: View Referrer (Who Referred You)

Goal: Verify investor can see who referred them Steps:
  1. Log in as test@zestamc.com
  2. Go to “Referrals” page
  3. Look for “Referred By” section
Expected Results:
ElementWhat You Should See
Referred bytestinvestor@zestamc.com
Your codeTEST1234
Pass Criteria: ✅ Can see who referred you
Goal: Verify referral link copy works Steps:
  1. On Referrals page
  2. Click “Copy Link” or “Copy Code”
  3. Paste somewhere to verify
Expected Results:
ResultWhat You Should See
Toast”Copied!” or similar
ClipboardContains referral code or link
Pass Criteria: ✅ Referral code/link copied

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Test B5: Referral Earnings Summary

Goal: Verify investor can see their referral earnings Steps:
  1. Log in as testinvestor@zestamc.com
  2. On Referrals page, look for earnings section
Expected Results:
ElementWhat You Should See
Total earningsSum of all referral bonuses
Bonus balance$50 (current bonus wallet)
By levelL1, L2, L3 breakdown (if shown)
Pass Criteria: ✅ Referral earnings displayed

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Part C: Profile Testing

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Test C1: View Profile Page

Goal: Verify investor can view their profile Steps:
  1. Log in as testinvestor@zestamc.com
  2. Click “Profile” in the left sidebar
  3. View profile information
Expected Results:
ElementWhat You Should See
Emailtestinvestor@zestamc.com
NameTest Investor
User typeIndividual
KYC statusApproved
Pass Criteria: ✅ Profile information displays correctly

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Test C2: View Account Settings

Goal: Verify investor can see account settings Steps:
  1. On Profile page
  2. Look for settings/preferences section
Expected Results:
ElementWhat You Should See
Notification preferences(if applicable)
Security settings(if applicable)
Account statusActive
Pass Criteria: ✅ Account settings accessible

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Test Results Summary

TestStatusNotes
A1: View Portfolio⬜ Pass / ⬜ Fail
A2: Tranche Details⬜ Pass / ⬜ Fail
A3: Summary Cards⬜ Pass / ⬜ Fail
B1: View Referrals⬜ Pass / ⬜ Fail
B2: Referral Tree⬜ Pass / ⬜ Fail
B3: View Referrer⬜ Pass / ⬜ Fail
B4: Copy Link⬜ Pass / ⬜ Fail
B5: Earnings Summary⬜ Pass / ⬜ Fail
C1: View Profile⬜ Pass / ⬜ Fail
C2: Account Settings⬜ Pass / ⬜ Fail

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Referral Chain Reference

testinvestor@zestamc.com (ZESTTEST) - TOP LEVEL
    │
    └── test@zestamc.com (TEST1234)
            │
            └── l2investor@zestamc.com (L2INVEST)
                    │
                    └── l3investor@zestamc.com (L3INVEST)
When l3investor earns profit:
  • L1 bonus (15%) → l2investor
  • L2 bonus (10%) → test
  • L3 bonus (5%) → testinvestor

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Troubleshooting

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Referral tree empty

The referral chain may not be set up. Contact developer to run staging seed.

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Wrong referral code shown

Verify you’re logged into the correct account.

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Portfolio shows $0

Tranches may need to be seeded. Contact developer.

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Next Steps

You’ve completed all staging tests! Review your results and report any issues found.