SRS: UC_4.8.2 — Level Progression (SIM Overview)
| Field | Value |
|---|---|
| BA in Charge | Trang Nguyen |
| Date Created | 2026-08-10 |
| Version | v1 |
| Document References | RFQ_ 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
| Field | Content |
|---|---|
| ID | UC_4.8.2 |
| Use Case | Level Progression |
| Description | A 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.pngmockup 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 inDashboard - Day 0.png.[ASSUMPTION]this populated mockup is illustrating the analogous LIVE widget (Level Progression, moduleGlobal Shell, WBS categorySTAGE 2.2: DASHBOARD LIVE— seeQnA_init_docs.mdA-04), reusing the sharedDashboard.pngfile 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
- User is on the Overview screen (Ref: UC_4.1.1 §1 Overview) with an active SIM account.
4. Post-conditions
- The widget displays the trader's purchased track and their next-level-unlock preview.
5. Basic Flow
- On Overview screen load, frontend calls
GET /current-level-detailfor the trader's evaluation record. - 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).
- 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):
- Current track: the evaluation package the trader purchased (Associate Track / Accelerated Associate Track / Advanced Associate Track), marked "Current".
- 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 Track | Next-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 Name | Field Type | Displaying rule / Behaviour rule |
|---|---|---|---|
| 1 | Current track | Label | Displaying rule:- Purchased evaluation track name (Associate / Accelerated Associate / Advanced Associate Track), marked "Current". Ref: BR_4.8.2.1. |
| 2 | Next-level-unlock preview | Label | Displaying rule:- The Level to be unlocked on pass, per BR_4.8.2.2. Shown locked. |
| 3 | View all levels | Link | Behaviour 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). |