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Staging Test: Admin Investor Detail Modal

Test Area: Admin User Profile Viewing
Estimated Time: 15-20 minutes
Difficulty: Easy
Prerequisites: Complete 01-authentication first

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Overview

The Admin Investor Detail feature allows support staff and admins to view detailed investor information without leaving their current page. The modal shows five tabs of information about any investor.

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What the Modal Shows

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Who Can Access

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Before You Start

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URLs

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Test Accounts

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Test Investor Data (What You Should See)

When viewing testinvestor@zestamc.com:

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Test Cases

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Test 1: Open Modal from Admin Dashboard

Goal: Verify the modal opens from the Recent Users table Steps:

1. Log in as admin@zestamc.com
2. Go to Admin Dashboard (/admin)
3. Scroll down to the “Recent Users” table
4. Find any user row
5. Click the “View” button on that row

Expected Results: Pass Criteria: ✅ Modal opens showing correct user data

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Test 2: View Overview Tab

Goal: Verify the Overview tab displays complete investor information Steps:

1. With the modal open (from Test 1)
2. Ensure the Overview tab is selected
3. Review all sections

Expected Results: Pass Criteria: ✅ All sections display correct information

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Test 3: View Transactions Tab

Goal: Verify the Transactions tab shows deposit and withdrawal history Steps:

1. With the modal open
2. Click the “Transactions” tab
3. Wait for data to load

Expected Results: Pass Criteria: ✅ Transactions display with correct icons and formatting

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Test 4: View Activity Tab

Goal: Verify the Activity tab shows device login history Steps:

1. With the modal open
2. Click the “Activity” tab
3. Wait for data to load

Expected Results: Pass Criteria: ✅ Activity log displays with device information

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Test 5: Lazy Loading (Tabs Only Load When Clicked)

Goal: Verify tabs don’t load data until selected Steps:

1. Open browser Developer Tools (F12)
2. Go to the Network tab
3. Clear the network log (click clear button)
4. Open the modal for any user
5. Observe the network requests
6. Click Transactions tab
7. Observe new network request
8. Click Activity tab
9. Observe new network request

Expected Results: Pass Criteria: ✅ Each tab only loads data when first clicked

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Test 6: Close Modal

Goal: Verify the modal can be closed Steps:

1. With the modal open
2. Click the X button in the top-right corner
3. OR click outside the modal (on the dark backdrop)

Expected Results: Pass Criteria: ✅ Modal closes without navigation

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Test 7: Open Modal from Support Ticket

Goal: Verify the modal opens from a support ticket sidebar Steps:

1. Log in as admin@zestamc.com
2. Go to Support Center (/admin/support)
3. Click on any support ticket to open it
4. In the right sidebar, find the “Investor Info” section
5. Click the “View Full Profile” button

Expected Results: Pass Criteria: ✅ Modal opens from support ticket sidebar

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Test 8: Support Agent Access

Goal: Verify support agents can view investor details Steps:

1. Log out
2. Log in as supportagent@zestamc.com
3. Go to Support Center (/admin/support)
4. Open a support ticket
5. Click “View Full Profile” in the sidebar

Expected Results: Pass Criteria: ✅ Support agent can view investor details

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Test 9: View User with Pending Items

Goal: Verify pending deposits/withdrawals are highlighted Steps:

1. Log in as admin@zestamc.com
2. Find a user with pending deposits or withdrawals
3. Open their profile modal
4. Check the Overview tab

Expected Results: Pass Criteria: ✅ Pending items shown with visual highlighting

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Test 10: View Sumsub Link (KYC Verified User)

Goal: Verify the Sumsub verification link appears for verified users Steps:

1. Log in as admin@zestamc.com
2. Find a KYC-verified user (e.g., view l3investor@zestamc.com)
3. Open their profile modal
4. Look for “View in Sumsub” link in Overview tab

Expected Results: Pass Criteria: ✅ Sumsub link works for verified users

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Test Results Summary

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Troubleshooting

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Modal not opening

• Verify you’re logged in as admin or support agent
• Try refreshing the page
• Check if the View button is visible and clickable

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”Unable to load user profile” error

• User ID might be invalid
• Try a different user from the list
• Check your internet connection

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Tabs not loading data

• Click the tab again
• Check your internet connection
• Refresh the page and reopen the modal

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Missing data on tabs

• Some users may not have transactions or activity
• This is expected; empty states should appear
• Try viewing a different user with more data

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Support agent cannot access

• Verify the account has SUPPORT_AGENT role
• Try logging out and back in
• Contact admin if access issues persist

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Quick Reference

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Where to Find the Modal

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Tab Quick Reference

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Next Steps

After completing this test guide, proceed to review any failed tests and report issues.

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Deferred Tests

The following tests are deferred and should be tested at a later time.

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Test 11: View Referrals Tab (Deferred)

Goal: Verify the Referrals tab shows referral information Steps:

1. With the modal open
2. Click the “Referrals” tab
3. Wait for data to load

Expected Results: Pass Criteria: ✅ Referral stats and list display correctly

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Test 12: Copy Referral Code (Deferred)

Goal: Verify the copy button works Steps:

1. With the modal open on Referrals tab
2. Find the referral code section
3. Click the copy button (clipboard icon)
4. Open a text editor and paste (Ctrl+V / Cmd+V)

Expected Results: Pass Criteria: ✅ Referral code copied to clipboard

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Related Documentation

• Support Chat Testing - Related support features
• KYC Verification Testing - KYC status meanings