StackTrading Docs

SRS: UC_4.8.2 — Level Progression (SIM Overview)

FieldValue
BA in ChargeTrang Nguyen
Date Created2026-08-10
Versionv1
Document ReferencesRFQ_ Stack Trading Prop Tech V7.pdf (§Reference Data Endpoints — Current Level Detail, §24 Levels Detail) · docs/BA/UC_4.1-4.17/dashboard_sim/UC_4.8.2/QnA_init_docs.md (A-01..A-05)

UC_4.8.2 — Level Progression

1. Overview

FieldContent
IDUC_4.8.2
Use CaseLevel Progression
DescriptionA widget on the SIM Overview screen showing 2 pieces of information for the trader's demo account: (1) the evaluation track they purchased (Associate / Accelerated Associate / Advanced Associate), and (2) the specific Level that will be unlocked if they pass the current evaluation, determined by their purchased track. A "View all levels" action navigates to the Levels screen with every level shown as locked and non-interactive.
Zapier Flow
Zapier Table
3rd Party

References/Wireframe/Stage 2/Dashboard/Dashboard - Day 0.png Level Progression panel — 2 circles: purchased track (Current) + next-level-unlock, matches BR_4.8.2.1 exactly. References/Wireframe/Stage 2/Dashboard/View all level details - Evaluation.png Destination screen for "View all levels" — "Career path (24 levels)" with 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) and every level locked.

⚠️ Wireframe conflict, not yet reconciled: the populated References/Wireframe/Stage 2/Dashboard/Dashboard.png mockup shows a visually different Level Progression pattern for this same panel position — 3 circles (Level 14/Level 15 — Current/Level 16, all "Senior Trader") with a carousel/pagination indicator, matching the 24-level career structure rather than the 2-circle track/next-level pattern BA described (Ref: BR_4.8.2.1) and shown in Dashboard - Day 0.png. [ASSUMPTION] this populated mockup is illustrating the analogous LIVE widget (Level Progression, module Global Shell, WBS category STAGE 2.2: DASHBOARD LIVE — see QnA_init_docs.md A-04), reusing the shared Dashboard.png file name for convenience rather than depicting the same SIM widget in a later state. This UC's Screen Description follows the 2-circle pattern (BA-confirmed, Dashboard - Day 0.png) — flagging the 3-circle pattern here only so it isn't silently missed.

2. Trigger

The Overview screen (Ref: UC_4.1.1) has rendered; or the user clicks "View all levels".

3. Pre-conditions

4. Post-conditions

  • The widget displays the trader's purchased track and their next-level-unlock preview.

5. Basic Flow

  1. On Overview screen load, frontend calls GET /current-level-detail for the trader's evaluation record.
  2. Frontend renders the purchased track name (Ref: BR_4.8.2.1) and the next-level-unlock preview, determined by the purchased track (Ref: BR_4.8.2.2).
  3. User clicks "View all levels" → frontend navigates to the Levels screen, rendering every level in a locked, non-interactive state (Ref: Section 1 wireframe, View all level details - Evaluation.png).

6. Exceptional Flow

  • WebSocket/API connection drops: the widget retains its last-loaded values while the client applies exponential backoff and automatically reconnects, per the shared WebSocket reconnection resiliency rule (CR-14).

7. Business Rules

BR_4.8.2.1: Widget Scope — Current Track + Next-Level-Unlock Preview

The widget displays exactly 2 pieces of information, rendered as 2 circles (Source: BA confirmation, 2026-08-10, QnA_init_docs.md A-01; visual: Dashboard - Day 0.png):

  1. Current track: the evaluation package the trader purchased (Associate Track / Accelerated Associate Track / Advanced Associate Track), marked "Current".
  2. Next-level-unlock preview: the specific Level the trader will be promoted to if they pass the current evaluation — depends on the purchased track (Ref: BR_4.8.2.2), shown locked.

No "Est. Bonus" preview is shown on this widget.

BR_4.8.2.2: Track → Next-Level-Unlock Mapping

Confirmed mapping (Source: BA confirmation, 2026-08-10, QnA_init_docs.md A-01; track names updated per BA confirmation, 2026-09-03):

Purchased TrackNext-Level-Unlock
Associate Track (EVAL_L1)Level 1
Accelerate Track (EVAL_L2)Level 2
Advanced Track (EVAL_L5)Level 5

8. Screen Description

No.Field NameField TypeDisplaying rule / Behaviour rule
1Current trackLabelDisplaying rule:- Purchased evaluation track name (Associate / Accelerated Associate / Advanced Associate Track), marked "Current". Ref: BR_4.8.2.1.
2Next-level-unlock previewLabelDisplaying rule:- The Level to be unlocked on pass, per BR_4.8.2.2. Shown locked.
3View all levelsLinkBehaviour rule:- On click: navigates to the Levels screen with every level locked and non-interactive. Ref: References/Wireframe/Stage 2/Dashboard/View all level details - Evaluation.png (Section 1).

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