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UC_4.13 — Level Overview

1. Overview

References/Wireframe/Stage 2/Dashboard/Levels Overview Page V3 (View details).png — the full 24-level "Levels Overview" page, view-details state (tier tabs + tree diagram + Current/Upcoming Level detail panel expanded).

2. Trigger

• The user clicks "View all" on UC_4.12.6 (Level Progression Widget).
• The user selects the "Levels" tab from the sidebar navigation (Ref: UC_4.1.1).

3. Pre-conditions

• User is on the Dashboard, account type LIVE.

4. Post-conditions

• The page displays the trader's full 24-level career path as a list of all levels, with the tab containing the trader's current level selected by default (Ref: BR_4.13.1). No Current/Upcoming Level detail panel is shown until the trader clicks an unlocked or current level.
• [After clicking an unlocked or current level] → the Current Level panel and Upcoming Level panel render for that level, reflecting the most recent Current Level Detail data.

5. Basic Flow

1. On page load, frontend calls Current Level Detail / 24 Levels Detail endpoints for the trader's LIVE account.
2. Frontend renders only the list of all 24 levels as the tree diagram, grouped into 5 tier tabs, with the tab containing the trader's current level selected by default (Ref: BR_4.13.1). No Current Level or Upcoming Level detail panel is shown at this point — each node shows level number/title and its lock / done / current state only (done/lock state inferred client-side by comparing the level's number to the trader's current_level).
3. [If the trader clicks a level node that is already unlocked (completed) or is the trader's current level] → frontend expands and renders the Current Level panel (level number, title, progress %, compensation table for the selected track — Ref: BR_4.13.2) and the Upcoming Level panel (same structure, for the next level) for the clicked level.
4. [If the trader clicks a level node that is still locked and beyond the current level] → no detail panel is shown; the node remains in its locked, non-interactive state.
5. [If the user switches the compensation track toggle, while a detail panel is expanded] → the Current/Upcoming Level panels re-render with the selected track's compensation fields (US (Standard) / US (Flex) / International Contractor).
6. [If the user switches tier tabs] → the tree diagram re-renders to show the levels in the selected tier, reverting to the list-only state described in Step 2 until the trader clicks an unlocked/current level again in that tab.

7. Exceptional Flow

• API connection drops: the page retains its last-loaded values while the client applies exponential backoff and automatically reconnects, per CR-14 — WebSocket Reconnection Resiliency (Shared) if this page carries any real-time component (not yet confirmed — page is largely reference-data driven).

8. Business Rules

BR_4.13.1: Page Scope — Full 24-Level Career Path Map

This resolves a scope conflict identified against UC_4.12.6 before either UC was drafted:

• UC_4.13 (this UC, module Levels) = the full page — 24-level tree diagram across 5 tier tabs: Associate Trader (Lvl 1–5), Trader (Lvl 6–9), Senior Trader (Lvl 10–17), Principal Trader (Lvl 18–21), Managing Principal (Lvl 22–24) — plus a compensation track toggle and Current/Upcoming Level panels. This UC owns Figma node-id=1-13624 and the WBS full-page description originally misattributed to UC_4.12.6.
• UC_4.12.6 (Global Shell) = the compact widget only (current level/title + up to 3 upcoming levels + "View all" link into this page) — does not repeat this page's content.

BR_4.13.2: Progress % Formula — Aligned with PnL Gauge (Net PnL ÷ Profit Target)

• Data source: progress_percent is returned directly as a field in the GET /me/current-level response — it is backend-computed, not derived client-side by the frontend (Source: client confirmation, 2026-08-27).
• Formula: progress_percent = max(0, Net PnL ÷ Profit Target × 100), where Net PnL is Unrealized + Realized PnL (same source value driving the UC_4.12.2 PnL Gauge needle) and Profit Target is the current level's Table A/B Profit_Target value.
• Floor at 0%: negative Net PnL or Net PnL = $0 both display 0% — the formula does not go negative on the UI.
• No explicit ceiling was stated by the client; this SRS does not assume a 100% cap pending a scenario where Net PnL exceeds Profit Target (e.g. between promotion trigger and level rollover) — flag for BA if this edge case needs a separate confirmation.

BR_4.13.3: Current Level Panel Background Theme — by Level Range

The Current Level panel's background theme changes according to the level's range, giving each tier a distinct visual identity:

(Source: BA direct instruction, 2026-08-19.) The theme is keyed purely to the clicked level's number (Ref: BR_4.13.1 for the underlying 5-tier structure) and applies independently of the compensation track toggle or tier tab selection. [PENDING — design confirmation] this SRS does not yet have a wireframe/Figma frame showing each theme's exact colour values; BA should confirm hex values against the design system before build.

BR_4.13.4: W2 Compensation Data — Sourced from Table A/B, Displayed by Trader Type

Each level's W2/compensation data shown in the Current Level and Upcoming Level panels is sourced from Zapier Table A (Forex Configuration Matrix) / Table B (Futures Configuration Matrix), and its display varies by trader type:

• Level 1 – Level 5: trader type is Contractor — no W2 employment classification applies yet at this stage.
• Level 6 and above: the trader has become a full-time employee, and trader type is one of International trader, US trader (Flex), or US trader (Standard). Which of the three applies is determined starting at Level 6, per the Country Check / Offer Configurator logic in Flow 6 — Level 6 Transition (W-2 vs. International): a USA-based trader goes through address verification and a Checkr background check, then selects Track A "Full Benefits" (30–35 hrs/week, Base_Income) or Track B "Flex Cash" (≤29 hrs/week, Base_Income_Flex) via Rippling W2 onboarding; a non-USA trader remains on the International Contractor track.

(Source: References/Customer supplies/zapier_v7_full.txt, Flow 6 — Level 6 Transition (W-2 vs. International); BA direct instruction, 2026-08-19.) This BR replaces the compensation-field-set description previously carried under the removed BR_4.13.4 ("Current vs. Upcoming Level Panel — Field Set Differs by Compensation Stage"); the Monthly Retainer field-mapping note for the International Contractor track (Source: BA verbatim, 2026-08-12, QnA_init_docs.md QN-4.13-05 — reuses an existing compensation field, e.g. base_salary_annualized, with the data source/displayed meaning changed per track; no dedicated monthly_retainer JSON field is created) still applies and is retained here.

9. Screen Description

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Changelog