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UC_4.8.4 — Level Overview (SIM)

1. Overview

References/Wireframe/Stage 2/Dashboard/View all level details - Evaluation.png — the Levels screen destination of UC_4.8.2's "View all levels" action, showing "Career path (24 levels)" with 5 tier tabs and every level locked (Ref: UC_4.8.2 §1).

No dedicated wireframe currently exists showing the level-detail panel expanded on this SIM screen after clicking a locked level. This UC reuses the visual pattern of UC_4.13's Level Detail Block 1 (Top) / Block 2 (Bottom) panels (Ref: References/Wireframe/Stage 2/Dashboard/Levels Overview Page V3 (View details).png), applying the header text resolved by the account's Upcoming Level.

2. Trigger

User clicks "View all levels" on the SIM Overview screen (Ref: UC_4.8.2 §2 Trigger); or, once on this screen, the user clicks any level node in the rendered 24-level list.

3. Pre-conditions

• User is on the Levels screen (SIM), navigated from UC_4.8.2's "View all levels" action.
• All 24 levels are locked; the trader's current_level = 0 (Ref: UC_4.8.2 BR_4.8.2.1).

4. Post-conditions

• The screen displays the trader's full 24-level career path as a list of all levels across 5 tier tabs, every level locked and non-interactive for navigation (Ref: UC_4.8.2 BR_4.8.2.1). No Level Detail block is shown until the trader clicks a level node.
• [After clicking a level node, Level X] → Level Detail Block 1 (Top) renders for Level X with the header resolved by the account's Upcoming Level, and, unless X = 24, Level Detail Block 2 (Bottom) renders for Level X+1, per BR_4.8.4.1 and BR_4.8.4.2.

5. Basic Flow

1. On navigation from UC_4.8.2's "View all levels" action, frontend renders all 24 levels across 5 tier tabs, every level shown locked and non-interactive for navigation purposes (Ref: UC_4.8.2 BR_4.8.2.1, Basic Flow step 3). No Level Detail block is shown at this point.
2. [CR] [If the trader clicks any level node, Level X] → frontend expands and renders Level Detail Block 1 (Top) for Level X: level number, title, header text, progress %, and the full W2 compensation field-set including Bonus, Profit Target, and Stop Loss, sourced from Table A/B (Ref: BR_4.8.4.1, BR_4.8.4.2). Since every level on this screen is locked and current_level = 0, the Current/Completed headers never apply; the header is resolved by the account's Upcoming Level U. [The Upcoming Level U depends on the purchased package: Associate = Level 1, Accelerated = Level 2, Advanced = Level 5. If X < U (e.g. Levels 1–4 for Advanced)] → Block 1 title = "Level X", X = the clicked level number; [X = U] → "Upcoming Level"; [X > U] → "Future Level" (Ref: BR_4.8.4.1). (Source: CHR-111 — locked levels are clickable to view detail, same as the LIVE behavior change described in UC_4.13 §5 Basic Flow step 3.)
3. [Unless the clicked level is Level 24] → frontend also renders Level Detail Block 2 (Bottom) for Level X+1: same structure as Block 1, header resolved per BR_4.8.4.1 ("Upcoming Level" if X+1 = U, otherwise "Level [X+1]"), but the compensation table omits Bonus, Profit Target, and Stop Loss (Ref: BR_4.8.4.2). [If the clicked level is Level 24] → Block 2 is not rendered, since there is no Level 25 (Ref: BR_4.8.4.1).

6. Exceptional Flow

• No level on this screen is ever the trader's Current Level or a Past/Completed Level, since current_level = 0 for the whole SIM evaluation stage — the Current-Level and Past-Level header branches of UC_4.13 BR_4.13.6 never trigger on this screen; levels before the Upcoming Level are shown as plain "Level X", not "Completed Level" (Ref: BR_4.8.4.1).
• WebSocket/API connection drops: the screen 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_4.8.4.1: Level Detail View — Header Rule by Upcoming Level (SIM)

[CR] (Source: CHR-111) This UC reuses the header rule defined in UC_4.13 BR_4.13.6, scoped to the SIM case where current_level = 0 for the entire 24-level list (true for every SIM trader, since promotion into the career path only happens after passing evaluation). No level can be the trader's Active Level or a Past Level, so the Current/Completed headers never apply. Instead, the header depends on the account's Upcoming Level (U).

Upcoming Level (U) depends on the evaluation package the SIM account purchased: U is the Career Entry Level of the bought package — the level the trader enters upon passing the evaluation (Source: RFQ_ Website and Dashboard Implementation V7.pdf Step 2 "Upon Passing"; see UC_2.3 §5 Evaluation Package Data). current_level stays 0; only U changes:

Header resolution for the clicked Level X (Block 1 = Level X, Block 2 = Level X+1):

Block 2 is not rendered when X = 24 (no Level 25; Ref: UC_4.13 BR_4.13.6 Level 24 exception).

⚠️ Explicit case — viewing a level before the account's own Upcoming Level (L < U): this is the row above, called out separately here because it is easy to miss. If the account's Upcoming Level is Level 5 (e.g. the trader bought the Advanced Associate Track, EVAL_L5, the highest-tier package), then clicking any of Level 1, 2, 3, or 4 — i.e. every level strictly before the Upcoming Level — renders Block 1's title as "Level X", where X is the exact level number clicked ("Level 1", "Level 2", "Level 3", "Level 4" respectively), not "Upcoming Level" and not "Future Level". Those two alternate titles only apply once X reaches or passes U (L = U → "Upcoming Level"; L > U → "Future Level").

Examples by package:

• Associate (U = 1): click L1 → "Upcoming Level" / "Level 2"; click L2..L23 → "Future Level" / "Level X+1"; click L24 → "Future Level" / no Block 2.
• Accelerated (U = 2): click L1 → "Level 1" / "Upcoming Level"; click L2 → "Upcoming Level" / "Level 3"; click L3..L23 → "Future Level" / "Level X+1".
• Advanced (U = 5): click L1 → Block 1 = "Level 1"; click L2 → Block 1 = "Level 2"; click L3 → Block 1 = "Level 3"; click L4 → Block 1 = "Level 4" (these four — L1 to L4 — all fall in the L < U case above, title always "Level X" matching the clicked number; Block 2 for each follows "Level X+1"); click L5 → "Upcoming Level" / "Level 6"; click L6..L23 → "Future Level" / "Level X+1".

BR_4.8.4.2: Level Detail View — Block Field-Set Rule (reuse)

[CR] (Source: CHR-111, client-provided update, 2026-09-23.) This UC reuses the field-set rule defined in UC_4.13 BR_4.13.7 verbatim, with no SIM-specific variation:

• Block 1 (Top) — full field-set: shows the complete W2 compensation detail for the clicked Level X, including Bonus, Profit Target, and Stop Loss, sourced from Table A/B.
• Block 2 (Bottom) — reduced field-set: shows the W2 compensation detail for Level X+1 minus Bonus, Profit Target, and Stop Loss. These 3 fields only become visible for Level X+1 once the trader clicks it directly, at which point it becomes the new Block 1 and shows the full field-set.

BR_4.8.4.3: Level Detail Block Content — Compensation Fields by Level Range and Trader Type (reuse)

[CR] (Source: Client-confirmed update relayed by user, 2026-09-23, applied identically to the LIVE rule.) This UC reuses the compensation field-set rule defined in UC_4.13 BR_4.13.8 verbatim: Levels 1–5 show Capital/Bonus/Stop Loss/Profit Target (Bonus row hidden at Level 1, since Bonus_Paid_To_Trader = 0); Levels 6+ split into International Contractor ("Annualized Retainer" = Base_Income_Flex) and US W-2 ("W2 Base Salary" = Annualized_Base/Annualized_Base_Flex by track, with Benefits & PTO shown only on the Standard track and hidden entirely on Flex).

SIM-specific simplification — every level is a Future Level, so the data source is always Table A/B, never an account snapshot: UC_4.13 BR_4.13.8's "Data source timing" rule distinguishes Current/Past Level (read from the trader's account record) vs. Future Level (read live from Table A/B). On this SIM screen, current_level = 0 for every trader and all 24 levels are locked (Ref: BR_4.8.4.1) — so every clicked level, including levels before the Upcoming Level, is always a not-yet-reached level relative to the trader's implicit Active Level (0). Consequently every compensation value shown on this screen (Block 1 and Block 2 alike) is always looked up live from Table A/B — the account-record-snapshot branch of the LIVE rule never applies here, since the SIM trader has not reached any level yet to have captured a snapshot for.

Level 6+ always shows the International Contractor preview — never the US W-2 view (client clarification, 2026-09-23, consequence of the rule above): UC_4.13 BR_4.13.8's "Previewing a Level 6+ block before the trader's own track is known" sub-rule defaults any Level 6+ block to the International Contractor benefits view ("Annualized Retainer" = Base_Income_Flex) whenever the trader is still below Level 6 (current_level < 6), since the Compensation track flag (Ref: UC_4.13 BR_4.13.4) reads Null in that case. On this SIM screen, the trader is always at current_level = 0 — the trader never passes through Flow 6, so the Compensation track flag never resolves to Standard or Flex here. Consequently, clicking any Level 6+ node on this SIM screen (Block 1 or Block 2, any tier tab from Trader (6-9) through Managing Principal (22-24)) always renders the International Contractor preview — the US W-2 ("W2 Base Salary" + conditional Benefits & PTO) view never appears anywhere on this SIM screen, unlike on LIVE where it is the steady-state view once a trader actually reaches and passes Level 6.

8. Screen Description

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Changelog