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SMITH Overview

SMITH is FORJ's visual strategy editor. It is where you build a strategy's state machine, data subscriptions, reusable guards, actions, trade plans, and alert definitions.

The editor layout

When you open SMITH, you work across three main areas.

Canvas

The canvas is a node-and-edge editor:

  • States are rendered as nodes.
  • Transitions are rendered as connections between nodes.
  • Node position is visual only and does not affect runtime behavior.

You can add transitions directly from a state node, inspect individual transitions, or manage the full transition set from Manage Transitions in the Strategy Toolbar.

Header bar

The top bar gives you quick access to:

  • Strategy name
  • Rename strategy
  • Undo / Redo
  • Orphan reference warnings
  • Enable / Disable toggle
  • Strategy Toolbar
  • Save

Save-readiness checklist

The bottom checklist tracks whether the strategy is ready to save.

RequirementWhat it means
Valid strategy nameThe machine ID is valid and unique for the workspace
At least two statesThe strategy has two or more states
Initial state configuredOne state is marked as the starting state
All states have transitionsEvery state has at least one outgoing transition
No infinite transition loopsAlways-trigger cycles are not present
Strategy activation settings need attentionActivation config passes validation
Trigger formats currentLegacy trigger definitions have been upgraded

The checklist auto-expands when a new invalid item appears, including when a previously valid item becomes invalid again.

Strategy Toolbar

Open the Strategy Toolbar from the gear button in the header. It is organized into six sections:

SectionActions
StructureManage States, Manage Transitions, Add Global Event Handler
RuntimeManage Strategy Activation
DataManage Data Sources
AssetsManage Custom Variables, Manage Indicator Events, Manage Guards, Manage Actions
Trade & AlertsManage Trade Plans, Manage Strategy Alert Definitions
Manage DraftView Undo History, Reset Strategy Draft

Toolbar modes

  • Expanded mode shows the full section navigator and detail pane.
  • Minimized mode collapses the panel to its standard header so you can restore or close it without showing section content.

State nodes

Each state node includes:

  • the state name
  • edit and delete controls in the header
  • an Add Transition action
  • an Initial State toggle in the node actions area

Use Manage States when you want the centralized list view for creating, renaming, deleting, or reviewing states.

Transition model

Each transition has:

  • a trigger
  • optional guards
  • optional actions

Guards are reusable definitions attached to transitions. Each guard is made up of one or more conditions. Conditions are also used inside conditional action steps, but transitions do not attach free-standing conditions directly.