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SRS: UC_4.12.6 — Level Progression Widget (Compact, LIVE Global Shell)

FieldValue
BA in ChargeTrang Nguyen
Date Created2026-08-12
Versionv2
Document Referencesdocs/BA/UC_4.1-4.17/dashboard_live/UC_4.12.6/QnA_init_docs.md (QN-4.12.6-01..06) · UC_4.8.2 (SIM sibling — same compact-widget pattern, different data) · UC_4.13 (full "Level Map" page — receives the 24-level tree/Figma scope originally misattributed to this UC)

UC_4.12.6 — Level Progression Widget (Compact, LIVE Global Shell)

1. Overview

FieldContent
IDUC_4.12.6
Use CaseLevel Progression Widget (Compact)
DescriptionA compact widget in the Global Shell showing the trader's current level and title, plus up to 3 upcoming (locked) levels, with forward/backward navigation to browse further levels and a "View all" action to the full Level Map page (UC_4.13, not yet documented in this repo). This is the LIVE analogue of SIM's compact widget (UC_4.8.2) but shows the trader's actual current progression rather than a pass/fail evaluation preview (Ref: BR_4.12.6.1). 
Zapier Flow
Zapier Table
3rd Party

References/Wireframe/Stage 2/Dashboard/Dashboard.png Global Shell — Level Progression widget, populated state (current level/title + upcoming locked levels), shared visual reference with SIM's equivalent panel (UC_4.8.2 §1).

2. Trigger

  • The Global Shell (Ref: UC_4.1.1) renders — frontend loads Current Level Detail.
  • The user clicks forward/backward navigation within the widget.
  • The user clicks "View all".

3. Pre-conditions

  • User is on the Dashboard, account type LIVE, per the Global Shell (Ref: UC_4.1.1).

4. Post-conditions

  • The widget displays the trader's current level/title and up to 3 upcoming levels, reflecting the most recent Current Level Detail data (Ref: BR_4.12.6.1).

5. Basic Flow

  1. On Global Shell load, frontend loads the trader's Current Level Detail (same data source as UC_4.12.2 PnL Gauge — no dedicated endpoint for this widget) and subscribes to ACCOUNT_METRICS for real-time updates (Ref: BR_4.12.6.3).
  2. Frontend renders the trader's current level + title, followed by up to 3 upcoming levels shown locked (Ref: BR_4.12.6.1).
  3. [If the trader clicks forward/backward navigation] → the widget scrolls to reveal further levels (unlocked levels already achieved when navigating backward, locked levels when navigating forward), still showing at most 3 levels at a time (Ref: BR_4.12.6.1).
  4. [If the trader clicks "View all"] → frontend navigates to UC_4.13 — Level Overview (not yet documented in this repo), the full 24-level Level Map page.

6. Alternative Flow

  • None identified beyond the navigation paths in the Basic Flow.

7. Exceptional Flow

8. Business Rules

BR_4.12.6.1: Widget Scope — Current Level + Title + Up to 3 Upcoming Levels, With Prev/Next Navigation

  • UC_4.12.6 (this UC, Global Shell) = compact widget. Displays the trader's current level and title, plus upcoming (locked) levels — at most 3 shown at a time. A forward/backward navigation action lets the trader browse further levels (both unlocked-already-achieved and still-locked) without leaving the widget. A "View all" action navigates to the full page.
  • UC_4.13 (Levels module) = the full "Level Map" page — 24-level tree diagram, tier tabs, track toggle, Current/Upcoming Level panels with compensation detail. This UC also inherits the Figma reference node-id=1-13624 that was originally (and incorrectly) attributed to UC_4.12.6's WBS row.

This mirrors the SIM sibling's split (UC_4.8.2 = compact widget with a "View all levels" link to the full Levels screen), but the compact widget's content differs: SIM shows a purchased-track + pass/fail-based next-level preview; LIVE shows the trader's actual current level plus actual upcoming levels, since a LIVE account has no evaluation pass/fail concept — only promotion/breach (Ref: BR_4.12.6.2).

BR_4.12.6.2: No Compensation/Track Detail Shown — Deferred to UC_4.13

This widget does not display compensation or track-specific fields (US (Flex) / US (Standard) / International Contractor, Monthly Retainer, Base Salary, Benefits, PTO, etc.). All such detail is owned entirely by UC_4.13 . This widget's upcoming-levels preview shows only level number/title/lock state — no compensation figures.

BR_4.12.6.3: Data Source — Reuses Current Level Detail / ACCOUNT_METRICS, No Dedicated Endpoint

This widget does not have its own API endpoint or WebSocket channel. It reuses the same Current Level Detail data (initial load) and ACCOUNT_METRICS WebSocket event (real-time updates, e.g. when Net PnL moves the trader closer to promotion) already used elsewhere in Global Shell/Levels widgets (Source: BA confirmation, 2026-08-12, QnA_init_docs.md QN-4.12.6-05). CR-14 — WebSocket Reconnection Resiliency (Shared) applies to the ACCOUNT_METRICS subscription.

9. Screen Description

No.Field NameField TypeDisplaying rule / Behaviour rule
1Current level + titleLabelDisplaying rule:- Trader's current level number and title, from Current Level Detail (Ref: BR_4.12.6.1).
2Upcoming levels (up to 3)Label listDisplaying rule:- Up to 3 upcoming levels shown locked, level number/title only — no compensation detail (Ref: BR_4.12.6.1, BR_4.12.6.2).
3Forward/backward navigationButtonBehaviour rule:- Browses further levels (achieved or locked) while keeping at most 3 visible at a time (Ref: BR_4.12.6.1).
4View allLinkBehaviour rule:- On click: navigates to UC_4.13 — Level Overview (not yet documented in this repo), the full 24-level Level Map page.

Changelog

DateVersionUpdated itemBeforeAfterNotes
2026-08-19v2§1 Overview — wireframe reference[BLOCKED — pending design], no wireframe cited, only the (reassigned) Figma node-id=1-13624 mentioned.CitesReferences/Wireframe/Stage 2/Dashboard/Dashboard.png (populated/non-Day-0 state) as the widget's visual reference, explicitly not Dashboard - Day 0.png.Source: BA direct instruction, 2026-08-19. Removes the[BLOCKED] flag since a concrete wireframe file is now cited.
2026-08-19v2§8 Business Rules — BR_4.12.6.4BR_4.12.6.4 "Naming Note — Level Progression vs. Level-Up (Non-Blocking)" present.BR_4.12.6.4 removed entirely (no other section referenced it, so no cross-reference cleanup was needed).Source: BA direct instruction, 2026-08-19.

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