@uipath/skills 1.195.0 → 1.196.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (380) hide show
  1. package/.claude-plugin/marketplace.json +1 -1
  2. package/.claude-plugin/plugin.json +1 -1
  3. package/CODEOWNERS +16 -10
  4. package/README.md +39 -4
  5. package/assets/skill-status.json +189 -0
  6. package/assets/uip-catalog-snapshot.json +67 -97
  7. package/commands/install-permissions.md +46 -2
  8. package/hooks/suggest-permissions.sh +0 -0
  9. package/hooks/validate-skill-descriptions.sh +0 -0
  10. package/package.json +1 -1
  11. package/skills/uipath-admin/SKILL.md +6 -7
  12. package/skills/uipath-admin/references/audit-commands.md +32 -10
  13. package/skills/uipath-admin/references/audit-workflow-guide.md +25 -6
  14. package/skills/uipath-admin/references/ip-restriction/ip-restriction-commands.md +1 -1
  15. package/skills/uipath-agents/SKILL.md +5 -3
  16. package/skills/uipath-agents/references/coded/embedding-in-flows.md +6 -0
  17. package/skills/uipath-agents/references/coded/flow-integration.md +1 -0
  18. package/skills/uipath-agents/references/coded/frameworks/langgraph-integration.md +2 -2
  19. package/skills/uipath-agents/references/coded/frameworks/llamaindex-integration.md +1 -1
  20. package/skills/uipath-agents/references/coded/frameworks/openai-agents-integration.md +5 -1
  21. package/skills/uipath-agents/references/coded/lifecycle/build.md +1 -0
  22. package/skills/uipath-agents/references/coded/lifecycle/evaluate.md +8 -6
  23. package/skills/uipath-agents/references/coded/quickstart.md +17 -12
  24. package/skills/uipath-agents/references/lowcode/agent-definition.md +17 -16
  25. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/analyze-attachments.md +2 -2
  26. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/impl-json.md +1 -1
  27. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/built-in-tools.md +4 -4
  28. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/impl-json.md +1 -1
  29. package/skills/uipath-agents/references/lowcode/capabilities/context/context.md +1 -1
  30. package/skills/uipath-agents/references/lowcode/capabilities/context/datafabric.md +1 -1
  31. package/skills/uipath-agents/references/lowcode/capabilities/context/index.md +12 -12
  32. package/skills/uipath-agents/references/lowcode/capabilities/escalation/escalation.md +14 -14
  33. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails-recommend.md +1 -1
  34. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails.md +23 -20
  35. package/skills/uipath-agents/references/lowcode/capabilities/inline-in-flow/inline-in-flow.md +27 -26
  36. package/skills/uipath-agents/references/lowcode/capabilities/integration-service/integration-service.md +12 -13
  37. package/skills/uipath-agents/references/lowcode/capabilities/mcp/mcp.md +133 -0
  38. package/skills/uipath-agents/references/lowcode/capabilities/memory/memory.md +9 -9
  39. package/skills/uipath-agents/references/lowcode/capabilities/process/process.md +25 -24
  40. package/skills/uipath-agents/references/lowcode/capabilities/process/solution-files.md +6 -6
  41. package/skills/uipath-agents/references/lowcode/critical-rules.md +17 -17
  42. package/skills/uipath-agents/references/lowcode/debug.md +55 -0
  43. package/skills/uipath-agents/references/lowcode/evaluations/evaluate.md +6 -6
  44. package/skills/uipath-agents/references/lowcode/evaluations/evaluation-sets.md +1 -1
  45. package/skills/uipath-agents/references/lowcode/evaluations/evaluators.md +3 -3
  46. package/skills/uipath-agents/references/lowcode/evaluations/running-evaluations.md +8 -8
  47. package/skills/uipath-agents/references/lowcode/lowcode.md +18 -12
  48. package/skills/uipath-agents/references/lowcode/model-selection-guide.md +3 -3
  49. package/skills/uipath-agents/references/lowcode/project-lifecycle.md +53 -33
  50. package/skills/uipath-agents/references/lowcode/solution-resources.md +8 -8
  51. package/skills/uipath-api-workflow/SKILL.md +32 -83
  52. package/skills/uipath-api-workflow/references/cli-reference.md +40 -26
  53. package/skills/uipath-api-workflow/references/connector-activity-discovery.md +75 -23
  54. package/skills/uipath-api-workflow/references/troubleshooting.md +4 -12
  55. package/skills/uipath-automation-discovery/SKILL.md +234 -0
  56. package/skills/uipath-automation-discovery/references/intake-guide.md +85 -0
  57. package/skills/uipath-automation-discovery/references/mining-guide.md +156 -0
  58. package/skills/uipath-automation-discovery/references/report-template.md +95 -0
  59. package/skills/uipath-coded-apps/SKILL.md +0 -2
  60. package/skills/uipath-data-fabric/SKILL.md +0 -2
  61. package/skills/uipath-feedback/SKILL.md +1 -1
  62. package/skills/uipath-governance/SKILL.md +0 -2
  63. package/skills/uipath-human-in-the-loop/SKILL.md +2 -3
  64. package/skills/uipath-maestro-bpmn/.maintenance/check-all.sh +0 -0
  65. package/skills/uipath-maestro-bpmn/.maintenance/check-anchors.sh +0 -0
  66. package/skills/uipath-maestro-bpmn/.maintenance/check-depth.sh +0 -0
  67. package/skills/uipath-maestro-bpmn/.maintenance/check-link-text.sh +0 -0
  68. package/skills/uipath-maestro-bpmn/.maintenance/check-links.sh +0 -0
  69. package/skills/uipath-maestro-bpmn/.maintenance/check-orphans.sh +0 -0
  70. package/skills/uipath-maestro-bpmn/.maintenance/check-plugin-pairs.sh +0 -0
  71. package/skills/uipath-maestro-bpmn/.maintenance/check-template.sh +0 -0
  72. package/skills/uipath-maestro-bpmn/.maintenance/check-uip-commands.sh +0 -0
  73. package/skills/uipath-maestro-bpmn/.maintenance/check-validation-fixtures.py +0 -0
  74. package/skills/uipath-maestro-bpmn/.maintenance/check-validation-fixtures.sh +0 -0
  75. package/skills/uipath-maestro-bpmn/references/author/references/task-recipes/api-workflow.md +1 -1
  76. package/skills/uipath-maestro-bpmn/references/operate/references/run.md +1 -1
  77. package/skills/uipath-maestro-bpmn/references/shared/local-metadata-regeneration-guide.md +2 -2
  78. package/skills/uipath-maestro-bpmn/references/shared/wrapper-shells.md +1 -1
  79. package/skills/uipath-maestro-case/SKILL.md +22 -27
  80. package/skills/uipath-maestro-case/references/bindings-and-expressions.md +7 -1
  81. package/skills/uipath-maestro-case/references/bindings-v2-sync.md +7 -16
  82. package/skills/uipath-maestro-case/references/case-commands.md +9 -9
  83. package/skills/uipath-maestro-case/references/case-editing-operations.md +51 -67
  84. package/skills/uipath-maestro-case/references/case-schema.md +74 -138
  85. package/skills/uipath-maestro-case/references/connector-integration.md +32 -5
  86. package/skills/uipath-maestro-case/references/connector-trigger-common.md +39 -12
  87. package/skills/uipath-maestro-case/references/evals/evals.json +9 -23
  88. package/skills/uipath-maestro-case/references/implementation.md +24 -24
  89. package/skills/uipath-maestro-case/references/phased-execution.md +24 -38
  90. package/skills/uipath-maestro-case/references/placeholder-tasks.md +9 -9
  91. package/skills/uipath-maestro-case/references/planning.md +20 -79
  92. package/skills/uipath-maestro-case/references/plugins/case/impl-json.md +15 -122
  93. package/skills/uipath-maestro-case/references/plugins/case/planning.md +3 -1
  94. package/skills/uipath-maestro-case/references/plugins/conditions/case-exit-conditions/impl-json.md +10 -22
  95. package/skills/uipath-maestro-case/references/plugins/conditions/stage-entry-conditions/impl-json.md +7 -5
  96. package/skills/uipath-maestro-case/references/plugins/conditions/stage-entry-conditions/planning.md +2 -0
  97. package/skills/uipath-maestro-case/references/plugins/conditions/stage-exit-conditions/impl-json.md +5 -5
  98. package/skills/uipath-maestro-case/references/plugins/conditions/stage-exit-conditions/planning.md +1 -1
  99. package/skills/uipath-maestro-case/references/plugins/conditions/task-entry-conditions/impl-json.md +4 -4
  100. package/skills/uipath-maestro-case/references/plugins/logging/impl-json.md +10 -0
  101. package/skills/uipath-maestro-case/references/plugins/sla/impl-json.md +10 -42
  102. package/skills/uipath-maestro-case/references/plugins/sla/planning.md +5 -5
  103. package/skills/uipath-maestro-case/references/plugins/stages/impl-json.md +8 -79
  104. package/skills/uipath-maestro-case/references/plugins/stages/planning.md +7 -14
  105. package/skills/uipath-maestro-case/references/plugins/tasks/agent/impl-json.md +1 -1
  106. package/skills/uipath-maestro-case/references/plugins/tasks/agent/planning.md +3 -2
  107. package/skills/uipath-maestro-case/references/plugins/tasks/api-workflow/impl-json.md +1 -1
  108. package/skills/uipath-maestro-case/references/plugins/tasks/api-workflow/planning.md +3 -2
  109. package/skills/uipath-maestro-case/references/plugins/tasks/case-management/impl-json.md +1 -1
  110. package/skills/uipath-maestro-case/references/plugins/tasks/case-management/planning.md +4 -3
  111. package/skills/uipath-maestro-case/references/plugins/tasks/connector-activity/impl-json.md +2 -2
  112. package/skills/uipath-maestro-case/references/plugins/tasks/connector-activity/planning.md +12 -7
  113. package/skills/uipath-maestro-case/references/plugins/tasks/connector-trigger/impl-json.md +1 -1
  114. package/skills/uipath-maestro-case/references/plugins/tasks/connector-trigger/planning.md +2 -0
  115. package/skills/uipath-maestro-case/references/plugins/tasks/process/impl-json.md +1 -1
  116. package/skills/uipath-maestro-case/references/plugins/tasks/process/planning.md +4 -3
  117. package/skills/uipath-maestro-case/references/plugins/tasks/rpa/impl-json.md +1 -1
  118. package/skills/uipath-maestro-case/references/plugins/tasks/rpa/planning.md +4 -3
  119. package/skills/uipath-maestro-case/references/plugins/tasks/wait-for-timer/impl-json.md +3 -0
  120. package/skills/uipath-maestro-case/references/plugins/triggers/event/impl-json.md +6 -7
  121. package/skills/uipath-maestro-case/references/plugins/triggers/event/planning.md +4 -2
  122. package/skills/uipath-maestro-case/references/plugins/triggers/manual/impl-json.md +4 -27
  123. package/skills/uipath-maestro-case/references/plugins/triggers/timer/impl-json.md +8 -20
  124. package/skills/uipath-maestro-case/references/plugins/variables/bindings/impl-json.md +6 -11
  125. package/skills/uipath-maestro-case/references/plugins/variables/global-vars/impl-json.md +15 -30
  126. package/skills/uipath-maestro-case/references/plugins/variables/global-vars/planning.md +4 -4
  127. package/skills/uipath-maestro-case/references/plugins/variables/io-binding/impl-json.md +8 -7
  128. package/skills/uipath-maestro-case/references/registry-discovery.md +4 -4
  129. package/skills/uipath-maestro-case/references/sdd-generation-rules.md +12 -10
  130. package/skills/uipath-maestro-case/references/troubleshooting-guide.md +1 -1
  131. package/skills/uipath-maestro-flow/.maintenance/check-all.sh +0 -0
  132. package/skills/uipath-maestro-flow/.maintenance/check-anchors.sh +0 -0
  133. package/skills/uipath-maestro-flow/.maintenance/check-depth.sh +0 -0
  134. package/skills/uipath-maestro-flow/.maintenance/check-link-text.sh +0 -0
  135. package/skills/uipath-maestro-flow/.maintenance/check-links.sh +0 -0
  136. package/skills/uipath-maestro-flow/.maintenance/check-orphans.sh +0 -0
  137. package/skills/uipath-maestro-flow/.maintenance/check-plugin-pairs.sh +0 -0
  138. package/skills/uipath-maestro-flow/.maintenance/check-template.sh +0 -0
  139. package/skills/uipath-maestro-flow/.maintenance/check-uip-commands.sh +0 -0
  140. package/skills/uipath-maestro-flow/.maintenance/check-versions.sh +0 -0
  141. package/skills/uipath-maestro-flow/SKILL.md +9 -6
  142. package/skills/uipath-maestro-flow/references/author/CAPABILITY.md +4 -4
  143. package/skills/uipath-maestro-flow/references/author/references/brownfield.md +17 -2
  144. package/skills/uipath-maestro-flow/references/author/references/editing-operations-cli.md +1 -1
  145. package/skills/uipath-maestro-flow/references/author/references/editing-operations-json.md +3 -3
  146. package/skills/uipath-maestro-flow/references/author/references/editing-operations.md +9 -9
  147. package/skills/uipath-maestro-flow/references/author/references/greenfield.md +13 -10
  148. package/skills/uipath-maestro-flow/references/author/references/planning-arch.md +75 -5
  149. package/skills/uipath-maestro-flow/references/author/references/planning-impl.md +2 -1
  150. package/skills/uipath-maestro-flow/references/author/references/plugins/connector/impl.md +14 -4
  151. package/skills/uipath-maestro-flow/references/author/references/plugins/connector-trigger/impl.md +20 -4
  152. package/skills/uipath-maestro-flow/references/author/references/plugins/hitl/impl.md +5 -5
  153. package/skills/uipath-maestro-flow/references/author/references/plugins/hitl/planning.md +5 -5
  154. package/skills/uipath-maestro-flow/references/author/references/plugins/http/impl-connector.md +81 -0
  155. package/skills/uipath-maestro-flow/references/author/references/plugins/http/impl-manual.md +63 -0
  156. package/skills/uipath-maestro-flow/references/author/references/plugins/http/impl.md +59 -57
  157. package/skills/uipath-maestro-flow/references/author/references/plugins/http/planning.md +8 -7
  158. package/skills/uipath-maestro-flow/references/author/references/plugins/inline-agent/impl.md +23 -23
  159. package/skills/uipath-maestro-flow/references/author/references/plugins/inline-agent/planning.md +2 -2
  160. package/skills/uipath-maestro-flow/references/diagnose/CAPABILITY.md +1 -1
  161. package/skills/uipath-maestro-flow/references/diagnose/references/failure-modes.md +6 -6
  162. package/skills/uipath-maestro-flow/references/evaluate/CAPABILITY.md +2 -2
  163. package/skills/uipath-maestro-flow/references/evaluate/references/upload-safety.md +1 -1
  164. package/skills/uipath-maestro-flow/references/operate/CAPABILITY.md +8 -8
  165. package/skills/uipath-maestro-flow/references/operate/references/run.md +2 -2
  166. package/skills/uipath-maestro-flow/references/operate/references/ship.md +7 -7
  167. package/skills/uipath-maestro-flow/references/shared/cli-commands.md +19 -17
  168. package/skills/uipath-maestro-flow/references/shared/cli-conventions.md +1 -1
  169. package/skills/uipath-maestro-flow/references/shared/file-format.md +1 -1
  170. package/skills/uipath-maestro-flow/references/shared/ux-narration-and-todos.md +7 -7
  171. package/skills/uipath-planner/SKILL.md +110 -74
  172. package/skills/{uipath-solution → uipath-planner}/assets/templates/agent-sdd-template.md +3 -3
  173. package/skills/{uipath-solution → uipath-planner}/assets/templates/api-workflow-sdd-template.md +4 -4
  174. package/skills/{uipath-solution → uipath-planner}/assets/templates/case-sdd-template.md +4 -4
  175. package/skills/{uipath-solution → uipath-planner}/assets/templates/coded-app-sdd-template.md +3 -3
  176. package/skills/{uipath-solution → uipath-planner}/assets/templates/flow-sdd-template.md +4 -4
  177. package/skills/{uipath-solution → uipath-planner}/assets/templates/rpa-sdd-template.md +11 -11
  178. package/skills/uipath-planner/references/multi-skill-patterns-guide.md +3 -3
  179. package/skills/uipath-planner/references/non-pdd-lane-guide.md +10 -6
  180. package/skills/uipath-planner/references/pdd-driven-lane-guide.md +17 -7
  181. package/skills/uipath-planner/references/plan-and-tasks-format.md +2 -2
  182. package/skills/{uipath-solution/references/design → uipath-planner/references}/product-selection-guide.md +8 -8
  183. package/skills/{uipath-solution/references/design → uipath-planner/references}/rpa-product-guide.md +1 -1
  184. package/skills/{uipath-solution/references/design → uipath-planner/references}/sdd-generation-guide.md +26 -39
  185. package/skills/{uipath-solution/references/design → uipath-planner/references}/tenant-library-search-guide.md +7 -7
  186. package/skills/uipath-platform/SKILL.md +21 -48
  187. package/skills/uipath-platform/references/integration-service/http-request.md +5 -2
  188. package/skills/uipath-platform/references/integration-service/reference-resolution.md +19 -1
  189. package/skills/uipath-platform/references/integration-service/triggers.md +21 -5
  190. package/skills/uipath-platform/references/licensing/consumables-report.md +1 -1
  191. package/skills/uipath-platform/references/licensing/tenant-allocations.md +1 -1
  192. package/skills/uipath-platform/references/licensing/user-licenses-allocations.md +1 -1
  193. package/skills/uipath-platform/references/{resources → orchestrator}/manage-assets.md +37 -34
  194. package/skills/uipath-platform/references/orchestrator/manage-sessions.md +1 -1
  195. package/skills/uipath-platform/references/orchestrator/orchestrator.md +4 -31
  196. package/skills/uipath-platform/references/{resources → orchestrator}/process-queues.md +61 -50
  197. package/skills/uipath-platform/references/{resources → orchestrator}/resources.md +21 -21
  198. package/skills/uipath-platform/references/orchestrator/run-jobs.md +26 -14
  199. package/skills/uipath-platform/references/orchestrator/setup-environment.md +20 -16
  200. package/skills/uipath-platform/references/orchestrator/tenant-admin.md +7 -7
  201. package/skills/uipath-platform/references/{resources → orchestrator}/triggers-and-webhooks.md +41 -37
  202. package/skills/uipath-platform/references/{resources → orchestrator}/work-with-storage.md +56 -34
  203. package/skills/uipath-platform/references/uip-commands.md +20 -19
  204. package/skills/uipath-review/SKILL.md +81 -7
  205. package/skills/uipath-review/references/agents/agent-common-issues.md +42 -0
  206. package/skills/uipath-review/references/agents/agent-review-checklist.md +79 -57
  207. package/skills/uipath-review/references/agents/agents-coded-rules.md +160 -0
  208. package/skills/uipath-review/references/agents/agents-common-rules.md +32 -0
  209. package/skills/uipath-review/references/agents/agents-lowcode-rules.md +128 -0
  210. package/skills/uipath-review/references/platform/platform-resources-checklist.md +2 -2
  211. package/skills/uipath-review/references/review-workflow-guide.md +1 -1
  212. package/skills/uipath-review/references/rpa/rpa-review-checklist.md +2 -2
  213. package/skills/uipath-review/references/rule-catalog-workflow.md +90 -0
  214. package/skills/uipath-review/references/rule-format.md +91 -0
  215. package/skills/uipath-rpa/SKILL.md +16 -6
  216. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/CreateEntityRecord.md +149 -0
  217. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/CreateMultipleEntityRecords.md +67 -0
  218. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/DeleteEntityRecord.md +44 -0
  219. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/DeleteFileFromRecordField.md +56 -0
  220. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/DeleteMultipleEntityRecords.md +65 -0
  221. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/DownloadFileFromRecordField.md +115 -0
  222. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/GetEntityRecordById.md +50 -0
  223. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/QueryEntityRecords.md +69 -0
  224. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/UpdateEntityRecord.md +120 -0
  225. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/UpdateMultipleEntityRecords.md +67 -0
  226. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/activities/UploadFileToRecordField.md +103 -0
  227. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/guides/data-service-filter-builder-guide.md +461 -0
  228. package/skills/uipath-rpa/references/activity-docs/UiPath.DataService.Activities/overview.md +355 -0
  229. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/AppendRangeX.md +1 -1
  230. package/skills/uipath-rpa/references/activity-docs/UiPath.Excel.Activities/3.5/activities/AutoFillX.md +1 -1
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  | **SDD scope** | <single-product \| solution> |
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- > **List all applications.** For SaaS integrations (Salesforce, Jira, etc.), flag `Integration Service — <CONNECTOR_SLUG>` in the Access Method column (e.g., `Integration Service — salesforce`) — the implementation plan will create a task to configure the connector, and §14 only needs `UiPath.IntegrationService.Activities` for all connectors combined. For email, specify the protocol (IMAP, O365 Graph API, Exchange/EWS, POP3) — do not default to O365. See the [Package Selection Guide](../../references/design/package-selection-guide.md) for the full Access Method → Package mapping.
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460
460
  > **For Master Project:** specify the mode per sub-project if they differ. A Dispatcher may be XAML while a Performer with heavy data logic is Hybrid.
461
461
  >
462
- > **Before recommending Coded C#:** verify at least two checklist items from the [RPA Product Guide § Selection checklist before recommending Coded C#](../../references/design/rpa-product-guide.md#selection-checklist-before-recommending-coded-c) are true. "Cleaner control flow over a UI loop" is **not** a sufficient justification — XAML already has Try/Catch + Retry Scope + For Each over UIA activities. If the process body is >70% UI automation with minimal data shaping, recommend **XAML** or **Hybrid**.
462
+ > **Before recommending Coded C#:** verify at least two checklist items from the [RPA Product Guide § Selection checklist before recommending Coded C#](../../references/rpa-product-guide.md#selection-checklist-before-recommending-coded-c) are true. "Cleaner control flow over a UI loop" is **not** a sufficient justification — XAML already has Try/Catch + Retry Scope + For Each over UIA activities. If the process body is >70% UI automation with minimal data shaping, recommend **XAML** or **Hybrid**.
463
463
 
464
464
  **Recommendation:** <XAML / Coded C# / Hybrid>
465
465
 
@@ -473,7 +473,7 @@ Sub-type reference:
473
473
 
474
474
  ## 14. Packages
475
475
 
476
- > **List required NuGet packages only.** For Master Project: one table per sub-project. Infer packages from §9 Application Inventory and the process steps using the [Package Selection Guide](../../references/design/package-selection-guide.md) — it contains the full Application-Type → Package matrix, Integration Service vs NuGet decision rules, and a selection checklist.
476
+ > **List required NuGet packages only.** For Master Project: one table per sub-project. Infer packages from §9 Application Inventory and the process steps using the [Package Selection Guide](../../references/package-selection-guide.md) — it contains the full Application-Type → Package matrix, Integration Service vs NuGet decision rules, and a selection checklist.
477
477
  >
478
478
  > **Do NOT list Integration Service connectors in this table.** Integration Service connections are declared in §9 Application Inventory (Access Method = `Integration Service — <CONNECTOR_SLUG>`) and run on `UiPath.IntegrationService.Activities` — that package is the only §14 entry needed for them. See the Package Selection Guide's "Integration Service Connectors vs NuGet Packages" section for side-by-side examples.
479
479
 
@@ -509,7 +509,7 @@ Sub-type reference:
509
509
  | **Cross-platform / Windows-only** | <Windows Legacy / Windows / Cross-platform> |
510
510
  | **Recommended screen resolution** | <e.g., 1920×1080> (UI automation projects only) |
511
511
  | **Source repository** | <GIT_URL_OR_SME_REVIEW> |
512
- | **Shared libraries referenced** | <COMMA_SEPARATED_LIBRARY_NAMES_OR_NONE — from the Phase 1 Org Context question> |
512
+ | **Shared libraries referenced** | <COMMA_SEPARATED_LIBRARY_NAMES_OR_NONE — from Step 2.5 Tenant Library Discovery> |
513
513
 
514
514
  ### Development & Production Hosts
515
515
 
@@ -593,12 +593,12 @@ Implementation tasks **do not live in this SDD** — they live in the planner's
593
593
 
594
594
  ### Terminal artefact — a packed `.uipx` solution
595
595
 
596
- The build is not finished when the project folder compiles. **The terminal artefact of an SDD-driven build is a packed `.uipx` solution**, not a bare project folder. After the implementation specialist (`uipath-rpa`, `uipath-agents`, etc.) reports its tasks complete, return to the **`uipath-solution` Operate half** and run:
596
+ The build is not finished when the project folder compiles. **The terminal artefact of an SDD-driven build is a packed `.uipx` solution**, not a bare project folder. After the implementation specialist (`uipath-rpa`, `uipath-agents`, etc.) reports its tasks complete, load the **`uipath-solution`** skill and run:
597
597
 
598
598
  ```bash
599
599
  uip solution init <SOLUTION_NAME>
600
600
  uip solution project add <PROJECT_PATH> [--solution-file <SOLUTION_FILE>] # repeat per project in the unified list
601
- uip solution resource refresh
601
+ uip solution resources refresh
602
602
  uip solution pack <SOLUTION_DIR> <OUTPUT_DIR>
603
603
  ```
604
604
 
@@ -606,7 +606,7 @@ For a single-project build, the solution wrap is still required — `uip solutio
606
606
 
607
607
  For multi-project (Master Project) builds, run `uip solution project add` once per sub-project (Dispatcher / Performer / Reporting / Library / Test Automation) before `pack`.
608
608
 
609
- Full `uip solution` lifecycle: load `/uipath:uipath-solution` Operate half.
609
+ Full `uip solution` lifecycle: load the `uipath-solution` skill.
610
610
 
611
611
  ---
612
612
 
@@ -71,7 +71,7 @@ A request is **single-skill** when:
71
71
  3. uipath-solution → publish and deploy to Orchestrator via `uip solution`
72
72
  ```
73
73
 
74
- `uipath-maestro-flow` follows the plan's `Solution scope` (SW or local); Orchestrator deploy of the wrapping solution requires `uipath-solution`.
74
+ `uipath-maestro-flow` follows the plan's `Solution scope` (SW or local); Orchestrator deploy of the wrapping `.uipx` solution requires `uipath-solution`. For a non-solution single package (no `.uipx` wrapper), route the deploy step to `uipath-platform` instead.
75
75
 
76
76
  ## Pattern 5 — Agent that uses RPA processes as tools
77
77
 
@@ -86,7 +86,7 @@ A request is **single-skill** when:
86
86
  6. uipath-agents → deploy
87
87
  ```
88
88
 
89
- ## Pattern 8 — Build an AgentHub MCP server
89
+ ## Pattern 6 — Build an AgentHub MCP server
90
90
 
91
91
  **When it applies:** the request is to register an AgentHub MCP server that wraps a coded agent or uses Orchestrator-asset-backed auth that does not exist yet. Pure `uipath-mcp-servers` work — `uipath` / `command` / `platform` servers, `remote`/`swagger` with auth assets already in place, or any `is-activity` tool authoring against existing IS connections — is single-skill; go straight to `uipath-mcp-servers`.
92
92
 
@@ -118,7 +118,7 @@ When deriving tasks from an SDD, the planner picks a pattern based on the SDD's
118
118
  | Solution with Flow + RPA + Agents, components built fresh in this session | Pattern 2 expanded across all included products |
119
119
  | Solution with Flow consuming pre-published Orchestrator resources | Pattern 3 |
120
120
  | Solution overview SDD | Compose multiple patterns; respect cross-product integration order from §Cross-Project Data Flow |
121
- | API Workflow (single product) | API Workflow specialist + `uipath-solution` for deploy + testing |
121
+ | API Workflow (single product) | `uipath-api-workflow` + `uipath-solution` for deploy + testing |
122
122
  | Agent with RPA tools in §3 Tools | Pattern 5 |
123
123
 
124
124
  Cross-project integration order (general rule): **dependencies before dependents**. Build callable resources (RPA processes, API Workflows, agents-as-tools) before the products that consume them (Flows, Cases, parent agents).
@@ -8,6 +8,10 @@ When the planner is invoked without an SDD (the entry guard found no `## Planner
8
8
 
9
9
  Bundle every unresolved question from the table below into **one** `AskUserQuestion` call. Do not ask one at a time; do not split across turns. If a question is already resolved from the user's request, omit it from the batch. If **all** are resolved, do not call `AskUserQuestion` at all and record the inferred values in the plan header with a one-line note in Decisions & Trade-offs.
10
10
 
11
+ Question phrasing follows the rules in [pdd-driven-lane-guide.md → Step 5](pdd-driven-lane-guide.md#step-5--ui-element-targeting-only-when-9-contains-ui-applications): no internal jargon, no domain or app names in question text.
12
+
13
+ If the entry guard classified a provided document as "Other context", read it before building the batch — any question its content answers counts as resolved, and the content feeds the plan.
14
+
11
15
  ### Skip-rules table (apply before building the batch)
12
16
 
13
17
  | Question | Skip when | Default if skipped |
@@ -15,7 +19,7 @@ Bundle every unresolved question from the table below into **one** `AskUserQuest
15
19
  | Q1 Generation approach | Request is simple and well-defined; the user is modifying an existing automation; or the task is single-skill single-step. | `simultaneous` |
16
20
  | Q2 Execution autonomy | Explore-first mode (the approval gate at plan time already scopes autonomy). | `autonomous` |
17
21
  | Q3 Project type fallback | Project type resolves via explicit naming, keyword signals, or filesystem (Step 3) — see "Project type" below. | `RPA workflow (XAML)` |
18
- | Q5 Solution scope (Flow only) | Plan does not load `uipath-maestro-flow`; OR the user already stated intent (e.g., "upload to Studio Web", "keep it local", "just build it"); OR the plan contains no generation skill. | Omit `Solution scope` field from the plan header entirely. |
22
+ | Q4 Solution scope (Flow only) | Plan does not load `uipath-maestro-flow`; OR the user already stated intent (e.g., "upload to Studio Web", "keep it local", "just build it"); OR the plan contains no generation skill. | Omit `Solution scope` field from the plan header entirely. |
19
23
 
20
24
  The batch contains only the questions that survive the skip rules. Build the `AskUserQuestion` call as one tool invocation with one `questions` array entry per surviving item.
21
25
 
@@ -65,9 +69,9 @@ If the request is genuinely vague ("I want to build something with UiPath") AND
65
69
  > 3. **Flow** — visual node-based orchestration connecting multiple automations
66
70
  > 4. **Application** — custom UI deployed as a UiPath App
67
71
 
68
- If the user picks **RPA workflow**, record `Project type: XAML` and move on. **Never follow up with "XAML or C#?"** — that authoring-mode decision belongs to `uipath-rpa`, not the planner. Coded mode is set only when the user independently says "coded workflow" or ".cs file" (which rule 1 above already honors); never as a follow-up.
72
+ If the user picks **RPA workflow**, record `Project type: XAML` and move on. **Never follow up with "XAML or C#?"** — that authoring-mode decision belongs to `uipath-rpa`, not the planner. Coded mode is set only when the user independently says "coded workflow" or ".cs file" (which rule 1 above already honors); never as a follow-up. **Never surface C# coded as a top-level recommendation for routine UI automation** — the coded fallback is an internal `uipath-rpa` decision.
69
73
 
70
- ### Question 5 — Solution scope (Flow projects only)
74
+ ### Question 4 — Solution scope (Flow projects only)
71
75
 
72
76
  **Include this question in the Step 1 batch only when the plan loads `uipath-maestro-flow`.** For RPA / AI Agent / Application plans, omit the question entirely **and omit the `Solution scope` field from the plan header** — no other specialist reads it.
73
77
 
@@ -78,7 +82,7 @@ If the user picks **RPA workflow**, record `Project type: XAML` and move on. **N
78
82
 
79
83
  Record the answer in the plan header as `Solution scope: SW | local`. `uipath-maestro-flow` reads this field at runtime to decide whether to publish at the end.
80
84
 
81
- **Skip Q5** (and omit the field from the header) when:
85
+ **Skip Q4** (and omit the field from the header) when:
82
86
 
83
87
  - The plan does not load `uipath-maestro-flow`.
84
88
  - The user's request already states the intent (e.g., "upload to Studio Web", "keep it local", "just build it") — record directly.
@@ -169,7 +173,7 @@ Option 2: parse the request fresh, run identity-matching against the old file (p
169
173
 
170
174
  ## Lane B budget
171
175
 
172
- Step 1 is **always one batched call** (Q1 + Q2 + optional Q3 in a single `AskUserQuestion`); Step 4 is one batched call when the plan has UI automation; resume adds one. The realistic floor is 0 calls and the realistic ceiling is 3.
176
+ Step 1 is **always one batched call** (Q1 + Q2 + optional Q3/Q4 in a single `AskUserQuestion`); Step 4 is one batched call when the plan has UI automation; resume adds one. The realistic floor is 0 calls and the realistic ceiling is 3.
173
177
 
174
178
  | Scenario | `AskUserQuestion` calls |
175
179
  |---|---|
@@ -179,6 +183,6 @@ Step 1 is **always one batched call** (Q1 + Q2 + optional Q3 in a single `AskUse
179
183
  | Vague request, with UI automation | **2** (Step 1 batched — Q3 is part of the same batch — + Step 4 UI batch) |
180
184
  | Resume scenario | **+1** (continue/regenerate) |
181
185
  | Realistic maximum | **3** |
182
- | Hard cap (Critical Rule 3) | **5** |
186
+ | Hard cap (per-phase prompt budget, Critical Rules) | **5** |
183
187
 
184
188
  The 5-call hard cap is defined in the planner's Critical Rules. If batching collapses the elicitation correctly, you should never approach it.
@@ -2,23 +2,25 @@
2
2
 
3
3
  When the planner detects a Solution Design Document (SDD) at entry, it runs Lane A — read the SDD, derive tasks, hand off to specialists. This guide covers Lane A end-to-end.
4
4
 
5
- > Lane A is reached from the entry guard when the input file contains the marker heading `## Planner Handoff` (the load-bearing detection contract from `uipath-solution`). See SKILL.md for the entry guard logic.
5
+ > Lane A is reached from the entry guard when the input file contains the marker heading `## Planner Handoff` or the `<!-- planner-handoff:v1 -->` marker (the load-bearing detection contract written by Phase D, or present in a hand-written SDD — either signal alone is sufficient). See SKILL.md for the entry guard logic.
6
6
 
7
7
  ## Step 1 — Read the SDD's Planner Handoff header
8
8
 
9
- The header appears immediately after `## Document History` in every SDD. Read these 6 fields:
9
+ The header appears near the top of every SDD — immediately after `## Document History` in per-project SDDs, or as section 2 (right after Solution Overview) in a solution-overview SDD. Read these 6 fields:
10
10
 
11
11
  | Field | What the planner does with it |
12
12
  |---|---|
13
13
  | **Execution autonomy** | `interactive` → enter plan mode for task review before execution. `autonomous` → emit live tasks directly. |
14
14
  | **SDD scope** | `single-product` → one SDD file owns one task list. `solution` → one solution-overview SDD plus one per-project SDD; tasks span all projects. |
15
15
  | **Project list section** | Tells the planner where to find the unified project list (e.g., `§10` for RPA, `§3 + §7` for Flow, `Project Inventory` for solution overview). |
16
- | **Tasks file** | Where to write `<process>-tasks.md`. Solution-design proposes a path; planner respects it. |
17
- | **Generated by** | `uipath-solution v<VERSION>`. Used in the summary output to tell the user the SDD's provenance. |
16
+ | **Tasks file** | Where to write `<process>-tasks.md`. Phase D proposes a path; Lane A respects it. |
17
+ | **Generated by** | `uipath-planner`. Used in the summary output to tell the user the SDD's provenance. |
18
18
  | **Generation date** | `YYYY-MM-DD`. Shown to the user in the summary. |
19
19
 
20
20
  **Missing or malformed fields:** default `Execution autonomy` to `interactive` (safer), default `SDD scope` to `single-product`, infer `Project list section` from the template type, default `Tasks file` to `<sdd-basename-without-sdd>-tasks.md`. **Track each defaulted field** in a session-local list — Step 8 surfaces them in the user-facing summary so the human reviewer can correct the SDD before tasks are emitted. Do not silently swallow the defaults.
21
21
 
22
+ **Autonomy override on resume:** if the user's resume message explicitly requests review or interactive handling, honour the message over the header's `Execution autonomy` value (do not re-ask).
23
+
22
24
  ## Step 2 — Check for an existing tasks.md
23
25
 
24
26
  If the file at `Tasks file` already exists (resume scenario), ask the user via `AskUserQuestion`:
@@ -71,14 +73,14 @@ Based on the project list, pick the matching pattern from [multi-skill-patterns-
71
73
  | RPA Master Project | Pattern 1 per sub-project, integrated via shared queues; cross-project deploy via `uipath-solution` (single `.uipx`) |
72
74
  | Flow with §7 Integrated Components that reference unbuilt resources | Pattern 2 |
73
75
  | Flow whose §7 integrated components are pre-existing | Pattern 3 |
74
- | Agent with RPA tools in §3 Tools | Pattern 7 |
76
+ | Agent with RPA tools in §3 Tools | Pattern 5 |
75
77
  | Coded App | Coded App build + `uipath-solution` deploy + testing (when wrapped in `.uipx`); otherwise `uipath-coded-apps` self-deploys |
76
78
  | API Workflow | API Workflow build + `uipath-solution` publish + testing |
77
79
  | Solution scope | Compose patterns per project, sequenced by cross-product integration order (dependencies before dependents) |
78
80
 
79
81
  ## Step 5 — UI element targeting (only when §9 contains UI applications)
80
82
 
81
- If the SDD's §9 Application Inventory contains web / desktop / Citrix applications AND the plan loads `uipath-rpa` for a workflow that interacts with them, ask the Step 4 UI batch as a single `AskUserQuestion` call (3 questions, batched):
83
+ If the SDD's §9 Application Inventory contains web / desktop / Citrix applications AND the plan loads `uipath-rpa` for a workflow that interacts with them, ask the UI batch as a single `AskUserQuestion` call (3 questions, batched):
82
84
 
83
85
  > *Question 1 — App type:* What kind of application are we automating?
84
86
  > 1. Web / browser app
@@ -94,6 +96,12 @@ If the SDD's §9 Application Inventory contains web / desktop / Citrix applicati
94
96
  > 2. **No, I'll open it first** — tell me when ready
95
97
  > 3. **Skip discovery for now** — scaffold with placeholder selectors
96
98
 
99
+ Question phrasing rules (govern every user-facing question in any lane):
100
+
101
+ 1. **No internal jargon** (snapshot, hand-wire, AutomationId, selector candidate, autonomous capture, target configuration) — plain developer language only.
102
+ 2. **No domain or app names in question text** ("What kind of application", not "What kind of HR application") — domain lives in the plan header.
103
+ 3. **Never invent a third option for Q2** — the two canonical targeting options above are the contract.
104
+
97
105
  Skip individual questions per the rules:
98
106
 
99
107
  - **Skip Q1** if §9 names the app kind explicitly (web / desktop / Citrix in the Interface column).
@@ -102,6 +110,8 @@ Skip individual questions per the rules:
102
110
 
103
111
  Skip the entire batch if the plan does not include UI automation (pure data-processing, API-only, agent-only, flow-only).
104
112
 
113
+ **Resumed session:** Q1 resolves from §9 Application Inventory; Q2 (targeting approach) and Q3 (app state) are session-bound and have no SDD field — re-ask them when the current conversation lacks their answers.
114
+
105
115
  Record the answers in the tasks.md header for traceability and for the implementation specialists to consume.
106
116
 
107
117
  ## Step 6 — Derive tasks
@@ -161,7 +171,7 @@ The planner's job is done. The main agent reads the live tasks (via TaskList) an
161
171
  | Scenario | `AskUserQuestion` calls |
162
172
  |---|---|
163
173
  | First run, no UI apps in §9 | **0** (plan-mode review uses EnterPlanMode, not AskUserQuestion) |
164
- | First run, UI apps in §9 | **1** (Step 4 batched UI questions, only when at least one of Q1/Q2/Q3 is unresolved) |
174
+ | First run, UI apps in §9 | **1** (Step 5 UI batch, only when at least one of Q1/Q2/Q3 is unresolved) |
165
175
  | Resume run (existing tasks.md) | **1** (continue / regenerate) — plus 0-1 for UI batch if unresolved |
166
176
  | Maximum | **2** under any realistic scenario |
167
177
 
@@ -90,7 +90,7 @@ Every task — in both file types — uses this exact structure. The fields belo
90
90
  | Field | Required | Notes |
91
91
  |---|---|---|
92
92
  | `Task T<N>` | yes | Sequential within the file. Renumber on regeneration. |
93
- | `<skill-name>` | yes | One of `uipath-rpa`, `uipath-platform`, `uipath-solution`, `uipath-agents`, `uipath-coded-apps`, `uipath-maestro-flow`, `uipath-maestro-case`, `uipath-human-in-the-loop`, `uipath-test`. The planner emits this skill in the live `TaskCreate` call. |
93
+ | `<skill-name>` | yes | One of `uipath-rpa`, `uipath-platform`, `uipath-solution`, `uipath-agents`, `uipath-coded-apps`, `uipath-maestro-flow`, `uipath-maestro-case`, `uipath-api-workflow`, `uipath-mcp-servers`, `uipath-human-in-the-loop`, `uipath-test`. The planner emits this skill in the live `TaskCreate` call. |
94
94
  | `Identity` | yes | Stable tuple `<skill>:<project>:<subject>`. Used to match tasks across regenerations. **Parsing rule:** split on the first two colons only; `<subject>` may itself contain colons (typed-resource form `<kind>:<name>` for platform resources). Examples: `rpa:VendorInvoice_Performer:Process/CalculateTotal.xaml` (file-path subject), `platform:VendorInvoice:queue:VendorQueue` (typed-resource subject = `queue:VendorQueue`), `agents:InvoiceClassifier:tools/extract_amount.py` (file-path subject), `rpa:VendorInvoice:testing` (single-token subject). |
95
95
  | `Status` | yes | One of `[ ]` pending, `[~]` in_progress, `[x]` completed, `[!]` blocked. |
96
96
  | `Completed` | only when `[x]` | `YYYY-MM-DD by agent` or `YYYY-MM-DD by human`. The planner sets `agent` when its TaskUpdate flips the checkbox; `human` only when the user manually edits the file. |
@@ -203,7 +203,7 @@ The planner emits live tasks that mirror the file. Mapping rules:
203
203
  | `Blocked by:` | `addBlockedBy` (after all tasks are created) |
204
204
  | `Completed:` | `metadata.completed_by`, `metadata.completed_date` |
205
205
 
206
- **Rule G-8 applies (inherited from solution-design):** if any TaskCreate or TaskUpdate fails, log a single warning, continue without live tasks, and do not retry. The markdown plan / tasks file is the authoritative deliverable.
206
+ **Rule G-8 applies (defined in [sdd-generation-guide.md](sdd-generation-guide.md) Phase 1 Step 0.5):** if any TaskCreate or TaskUpdate fails, log a single warning, continue without live tasks, and do not retry. The markdown plan / tasks file is the authoritative deliverable.
207
207
 
208
208
  ## Plan-mode integration
209
209
 
@@ -40,7 +40,7 @@ A Solution is the correct primary when any of the following applies, even if a s
40
40
  - The PDD mentions **reusable components** that other automations consume (Library) AND a standalone process that uses them.
41
41
  - The PDD calls out a **dedicated test suite / regression pack** alongside the process being tested (Test Automation + the Process it validates).
42
42
  - The PDD describes **multiple independent streams** with no single runtime orchestrator (e.g., separate dispatchers feeding separate performers with no Flow tying them together).
43
- - The deliverable is intended to be **opened or edited in Studio Web**. SW ingests Solutions only — a bare project folder is not visible in either SW workspace tab. Even a single RPA Process targeted at SW must be wrapped in a Solution (`uip solution new` + `uip solution project import` + `uip solution upload`). Signals: "Studio Web", "SW", "upload to web", "browser editor", "cloud workspace edit".
43
+ - The deliverable is intended to be **opened or edited in Studio Web**. SW ingests Solutions only — a bare project folder is not visible in either SW workspace tab. Even a single RPA Process targeted at SW must be wrapped in a Solution (`uip solution init` + `uip solution project import` + `uip solution upload`). Signals: "Studio Web", "SW", "upload to web", "browser editor", "cloud workspace edit".
44
44
 
45
45
  When any of the above applies, set the default primary to **Solution** and pre-compose the product list from the matched signals. Otherwise default to the highest single-product match.
46
46
 
@@ -276,7 +276,7 @@ Example unified project list for a Solution (Flow + RPA Library×2 + RPA Test Au
276
276
 
277
277
  ## Level 3 — Capability Add-ons
278
278
 
279
- These are capabilities added to the primary product, not standalone products. When detected, flag them in the appropriate template section. `uipath-planner` reads the flags from the SDD when it derives the task list and routes the work to the correct skill.
279
+ These are capabilities added to the primary product, not standalone products. When detected, flag them in the appropriate template section. Lane A (task derivation) reads the flags from the SDD when it derives the task list and routes the work to the correct skill.
280
280
 
281
281
  ### HITL (Human-in-the-Loop)
282
282
 
@@ -309,7 +309,7 @@ These are capabilities added to the primary product, not standalone products. Wh
309
309
  - The primary product invokes a callable system-to-system integration
310
310
  - Input/output is structured JSON, not UI
311
311
 
312
- **How to flag:** In the primary product's template, list API Workflow invocations in the relevant section (Flow nodes, Agent tools, Case tasks). The planner picks this up and creates a per-API-Workflow task that routes to the API Workflow specialist.
312
+ **How to flag:** In the primary product's template, list API Workflow invocations in the relevant section (Flow nodes, Agent tools, Case tasks). The planner picks this up and creates a per-API-Workflow task that routes to `uipath-api-workflow`.
313
313
 
314
314
  ## Template Mapping
315
315
 
@@ -342,11 +342,11 @@ For RPA projects in the Solution, use the RPA template once per RPA *group* —
342
342
  The solution overview SDD includes:
343
343
 
344
344
  1. Solution Overview (objective, business context)
345
- 2. Project Inventory — the unified project list from Level 2.5 Part B
346
- 3. Cross-Project Data Flow — how projects call each other (Flow → RPA, Agent tool → API Workflow, RPA Performer → Library)
347
- 4. Shared Assets & Queues — assets, credentials, and queues referenced by more than one project
348
- 5. Per-Project SDD Index — filename + one-line scope per project
349
- 6. Planner Handoff — solution-level handoff header plus cross-project ordering notes (integrated components built before their consumers) for `uipath-planner` to consume. Do not include a task list here — the planner owns task generation.
345
+ 2. Planner Handoff — solution-level handoff header plus cross-project ordering notes (integrated components built before their consumers) for Lane A to consume. Position 2 keeps the header inside the first ~50 lines the Entry Guard reads — do not move it lower. Do not include a task list here — Lane A owns task generation.
346
+ 3. Project Inventory — the unified project list from Level 2.5 Part B
347
+ 4. Cross-Project Data Flow — how projects call each other (Flow → RPA, Agent tool → API Workflow, RPA Performer → Library)
348
+ 5. Shared Assets & Queues — assets, credentials, and queues referenced by more than one project
349
+ 6. Per-Project SDD Index — filename + one-line scope per project
350
350
 
351
351
  ## Gap Handling for Agent / Coded App
352
352
 
@@ -134,7 +134,7 @@ The skill that builds the workflows owns the final, detailed decision — this i
134
134
 
135
135
  **If the process is mostly UI with one non-trivial data step,** use **Hybrid**: XAML for orchestration + UI; one Coded Workflow invoked via `Invoke Workflow File` for the data step.
136
136
 
137
- For the full coded-vs-XAML decision flow, see [coded-vs-xaml-guide.md](../../../uipath-rpa/references/coded-vs-xaml-guide.md) in the `uipath-rpa` skill (architectural design only — final per-workflow decisions are made by the build skill).
137
+ For the full coded-vs-XAML decision flow, load the `uipath-rpa` skill and consult its coded-vs-XAML reference (architectural design only — final per-workflow decisions are made by the build skill).
138
138
 
139
139
  ### Selection checklist before recommending Coded C#
140
140
 
@@ -13,14 +13,14 @@ Before reading the PDD, ask the user how they want the interaction to work. Use
13
13
  > 1. **Autonomous** *(recommended)* — I will read the PDD, make all decisions, and generate the full SDD. I will only interrupt for hard blockers (PDD unreadable, Agent/Coded App missing critical info, unresolved `[SME REVIEW]` items before finalizing).
14
14
  > 2. **Interactive** — I will pause at each phase checkpoint (summary, architecture, final SDD) for your review before proceeding.
15
15
 
16
- Record the choice — it goes into the SDD's `## Planner Handoff` header (Phase 3 Step 2) and propagates to `uipath-planner` for task review behavior.
16
+ Record the choice — it goes into the SDD's `## Planner Handoff` header (Phase 3 Step 2) and propagates to Lane A (task derivation) for task review behavior.
17
17
 
18
18
  In **Autonomous** mode:
19
19
  - Skip Phase 1 summary presentation (generate internally, do not wait for confirmation)
20
20
  - Skip Phase 2 architecture review (generate, do not wait)
21
21
  - Still ask the SME Review resolution question before writing (Step 1.5) — this is a hard blocker
22
22
  - Still ask the Agent/Coded App gap-filling question if triggered — this is a hard blocker
23
- - **Insert a "Decisions Made" block** at the top of the SDD (immediately after the Planner Handoff header and before any other section) listing the four highest-leverage architectural picks with one-sentence reasons. See Step 2 below for the exact block format. Do **NOT** use `AskUserQuestion` — the picks are decided autonomously; the block makes them scannable in the SDD's first screenful so a reviewer can spot a wrong call without reading the whole document.
23
+ - **Insert a "Decisions Made" block** at the top of the SDD (immediately after the Planner Handoff header and before any other section) listing the four highest-leverage architectural picks with one-sentence reasons. See Phase 3 Step 2 item 3 for the exact block format. Do **NOT** use `AskUserQuestion` — the picks are decided autonomously; the block makes them scannable in the SDD's first screenful so a reviewer can spot a wrong call without reading the whole document.
24
24
 
25
25
  In **Interactive** mode:
26
26
  - Present and wait at every checkpoint as described in the steps below
@@ -44,7 +44,7 @@ Mark each task `in_progress` when starting and `completed` when done.
44
44
 
45
45
  > If Step 0.5 `TaskCreate` failed, silently skip every subsequent `Mark "X" as in_progress / as completed` instruction in this guide — the tasks do not exist to update, and a second warning to the user is noise.
46
46
 
47
- These tasks track SDD generation. Implementation tasks are owned by `uipath-planner` and are created when the user loads the planner with this SDD — do NOT create implementation tasks here.
47
+ These tasks track SDD generation. Implementation tasks are owned by Lane A (task derivation), which runs after Phase D writes the SDD — do NOT create implementation tasks here.
48
48
 
49
49
  ### Step 1: Read the PDD
50
50
 
@@ -146,21 +146,9 @@ Emit the summary block described in "Presenting the Recommendation" in the [Prod
146
146
  **System Errors:** <ERROR_COUNT> defined in PDD
147
147
  **Gaps Detected:** <DEFAULT_COUNT> [DEFAULT], <SME_REVIEW_COUNT> [SME REVIEW]
148
148
 
149
- ## Recommended Scope
150
- **Recommendation:** <SINGLE_PRODUCT | SOLUTION(<PRODUCT_1>, <PRODUCT_2>, ...)>
151
- **Reasoning:**
152
- - <PDD_SIGNAL_1> → <PRODUCT_MAPPING>
153
- - <PDD_SIGNAL_2> → <PRODUCT_MAPPING>
154
-
155
- **Alternatives considered:**
156
- - <REJECTED_OPTION> — rejected because <REASON>
157
-
158
- ## Project List
159
- <UNIFIED_PROJECT_LIST_FROM_LEVEL_2.5_PART_B>
160
-
161
- ## Queue Architecture (RPA Master Project rows only)
162
- <QUEUE_TABLE_OR_N/A>
163
- **Decomposition signals matched:** <LIST_MATCHED_SIGNALS_PER_RPA_PROCESS_PROJECT_OR_N/A>
149
+ <RECOMMENDED_SCOPE_SUMMARY_BLOCK — emit the "Summary block" from
150
+ product-selection-guide.md → Presenting the Recommendation:
151
+ Recommended Scope + Project List + Queue Architecture>
164
152
 
165
153
  ### Clarifying Questions
166
154
  <NUMBERED_QUESTIONS_IF_ANY>
@@ -193,7 +181,7 @@ The architectural core sections differ per template. For each product, generate
193
181
  - §5 Data Definitions (C# records or dictionary tables per §13 Implementation Mode)
194
182
  - §9 Application Inventory (flag Integration Service connectors, specify email protocol)
195
183
  - §10 Master Project Architecture (apply Level 2.5 Part A from [rpa-product-guide.md](rpa-product-guide.md#level-25-part-a--rpa-decomposition-signals) — Single vs Master Project, sub-projects, queue schema)
196
- - §11 Project Structure (per sub-project if Master Project: project type, framework, folder layout, workflow inventory)
184
+ - §11 Project Structure (per sub-project if Master Project: project type, framework, folder layout, workflow inventory) — the most load-bearing SDD section: Lane A derives tasks from it
197
185
  - §12 Queue Architecture (Master Project only — queue definitions, item schemas, processing rules)
198
186
  - §13 Implementation Mode (XAML / Coded / Hybrid — apply Level 2 from [rpa-product-guide.md](rpa-product-guide.md#level-2--authoring-mode))
199
187
  - §14 Packages (infer NuGet packages from §9 Application Inventory and process steps)
@@ -299,9 +287,9 @@ Fill in all sections of the chosen template not covered in Phase 1 or Phase 2. S
299
287
  - Roles & RACI Matrix (Case)
300
288
  - Evaluation Criteria (Agents)
301
289
  - **Testing Strategy — always thorough.** Cover happy path, edge cases, error scenarios, and (for Master Projects) end-to-end pipeline tests. Do NOT ask the user about test depth — depth is non-negotiable here. Implementation specialists may scope tests down at execution time if the user wants a quick MVP.
302
- - **Next Steps — points at `uipath-planner`.** Replaces the legacy "Implementation Plan" section. The planner owns the implementation task list; this skill does not generate one.
290
+ - **Next Steps — points at Lane A (task derivation).** Replaces the legacy "Implementation Plan" section. Lane A owns the implementation task list; Phase D does not generate one.
303
291
 
304
- > **What Phase 3 does NOT produce:** an Implementation Plan section, a task list, or `TaskCreate` calls for implementation work. Those are owned by `uipath-planner`. The SDD's `## Next Steps` section points the user at the planner, and that is the entire handoff surface.
292
+ > **What Phase 3 does NOT produce:** an Implementation Plan section, a task list, or `TaskCreate` calls for implementation work. Those are owned by Lane A (task derivation). The SDD's `## Next Steps` section marks the boundary into Lane A, and that is the entire Phase D output surface.
305
293
 
306
294
  ### Step 1.5: Resolve SME Review Items
307
295
 
@@ -332,7 +320,7 @@ This step runs in BOTH Autonomous and Interactive modes — it is a hard blocker
332
320
  > **Progress:** Mark "Resolve SME review items" as `completed`. Mark "Write SDD to disk" as `in_progress`.
333
321
 
334
322
  1. Assemble all sections in template order.
335
- 2. **Fill the `## Planner Handoff` header** that appears in every template after `## Document History`. This is the load-bearing handoff to `uipath-planner`. The planner accepts **either** the heading OR the adjacent `<!-- planner-handoff:v1 -->` HTML marker as a detection signal — both ship in every template and both should survive into the generated file:
323
+ 2. **Fill the `## Planner Handoff` header** that appears in every template after `## Document History`. This is the load-bearing detection contract. The Entry Guard accepts **either** the heading OR the adjacent `<!-- planner-handoff:v1 -->` HTML marker as a detection signal — both ship in every template and both should survive into the generated file (so a later session, or a hand-written SDD, still routes to Lane A):
336
324
 
337
325
  ```markdown
338
326
  <!-- DO NOT RENAME: uipath-planner detects SDDs via this exact heading or the marker below. -->
@@ -343,15 +331,15 @@ This step runs in BOTH Autonomous and Interactive modes — it is a hard blocker
343
331
  |---|---|
344
332
  | **Execution autonomy** | <autonomous | interactive> ← from Phase 1 Step 0
345
333
  | **SDD scope** | <single-product | solution> ← from Phase 1 Step 4 (Level 1 / Level 1.75)
346
- | **Project list section** | §10 / §3 / Project Inventory ← template-specific (RPA: §10; Flow: §3 + §7; etc.)
334
+ | **Project list section** | §11 / §10 + §11 / Project Inventory ← template-specific (RPA single: §11; RPA Master: §10 + §11; Flow: §3 + §7; etc.)
347
335
  | **Tasks file** | `<PROCESS_NAME_KEBAB>-tasks.md` ← planner writes here on first run
348
- | **Generated by** | uipath-solution v<VERSION>
336
+ | **Generated by** | uipath-planner
349
337
  | **Generation date** | <YYYY-MM-DD>
350
338
  ```
351
339
 
352
340
  Do NOT rename the heading or strip the marker. They are redundant on purpose — keeping both means a hand-edit of one signal does not silently break Lane A detection.
353
341
 
354
- 3a. **Autonomous-mode Decisions Made block.** If `Execution autonomy: autonomous`, insert a `## Decisions Made` block immediately after the Planner Handoff header and before any `Action Required — SME Review Items` block or the Table of Contents. The block makes the four highest-leverage architectural picks scannable in the SDD's first screenful so a reviewer can spot a wrong call without reading the whole document. In `Execution autonomy: interactive`, this block is optional — the user already reviewed each decision at the Phase 1/Phase 2 checkpoints. Skip the block for interactive runs.
342
+ 3. **Autonomous-mode Decisions Made block.** If `Execution autonomy: autonomous`, insert a `## Decisions Made` block immediately after the Planner Handoff header and before any `Action Required — SME Review Items` block or the Table of Contents. The block makes the four highest-leverage architectural picks scannable in the SDD's first screenful so a reviewer can spot a wrong call without reading the whole document. In `Execution autonomy: interactive`, this block is optional — the user already reviewed each decision at the Phase 1/Phase 2 checkpoints. Skip the block for interactive runs.
355
343
 
356
344
  Format:
357
345
 
@@ -375,7 +363,7 @@ This step runs in BOTH Autonomous and Interactive modes — it is a hard blocker
375
363
  - For non-RPA scopes (e.g., Single-product Agent), rows 2-4 collapse to N/A with one row covering the product-specific Level-1.5-equivalent (framework choice, app type, etc.).
376
364
  - The block does NOT replace the per-section detail later in the SDD — §10 / §11 / §13 still carry the full justification. The block is the **scannable index** of those decisions.
377
365
 
378
- 3. If any `[SME REVIEW]` items remain, add a consolidated warning section after the Planner Handoff header (and after the `## Decisions Made` block if present) and before the Table of Contents:
366
+ 4. If any `[SME REVIEW]` items remain, add a consolidated warning section after the Planner Handoff header (and after the `## Decisions Made` block if present) and before the Table of Contents:
379
367
 
380
368
  ```markdown
381
369
  ## Action Required — SME Review Items
@@ -387,22 +375,22 @@ This step runs in BOTH Autonomous and Interactive modes — it is a hard blocker
387
375
  > These items are marked `[SME REVIEW]` in the document. The automation can be built with defaults, but these must be verified before production.
388
376
  ```
389
377
 
390
- 4. **Target SDD length: 300-800 lines of markdown** for single-project SDDs. **Master Project SDDs may reach 600-1200 lines** due to per-sub-project structure sections — this is expected. For processes with more than 20 steps, group related steps and summarize at the parent level. For processes with more than 10 business rules, prioritize the 10 most impactful.
391
- 5. **Re-run handling.** If `<PROCESS_NAME_KEBAB>-sdd.md` already exists, ask the user via `AskUserQuestion`:
378
+ 5. **Target SDD length: 300-800 lines of markdown** for single-project SDDs. **Master Project SDDs may reach 600-1200 lines** due to per-sub-project structure sections — this is expected. For processes with more than 20 steps, group related steps and summarize at the parent level. For processes with more than 10 business rules, prioritize the 10 most impactful.
379
+ 6. **Re-run handling.** If `<PROCESS_NAME_KEBAB>-sdd.md` already exists, ask the user via `AskUserQuestion`:
392
380
 
393
381
  > An SDD already exists at `<sdd-path>`. How should I proceed?
394
382
  >
395
- > 1. **Keep the existing SDD and stop** *(recommended)* — load `uipath-planner` if you want to refresh the task list
383
+ > 1. **Keep the existing SDD and stop** *(recommended)* — proceed to Lane A if you want to refresh the task list
396
384
  > 2. **Regenerate from the PDD** — overwrites the existing SDD
397
385
  > 3. **Generate alongside as `<name>-v2-sdd.md`** — for diffing
398
386
 
399
387
  Default is "keep" — overwriting an SDD the user might have hand-edited is the more destructive action.
400
388
 
401
- 6. Write the output file(s) to the current working directory:
389
+ 7. Write the output file(s) to the current working directory. If the user specified an output path for the SDD, use it instead of these defaults:
402
390
  - **Single-product scope:** one file at `<PROCESS_NAME_KEBAB>-sdd.md`.
403
391
  - **Solution scope:** the solution overview at `<SOLUTION_NAME_KEBAB>-solution-sdd.md` PLUS one per-project SDD at `<PROJECT_NAME_KEBAB>-sdd.md` for each project in the unified project list. Put the `[SME REVIEW]` warning block in the solution overview AND in any per-project file where a review item lives in that project. Each per-project SDD gets its own `## Planner Handoff` header.
404
392
 
405
- 6a. **Template-superset check (mandatory final step before Step 7).** After writing each SDD file, re-read it and extract every H2 (`## `) and H3 (`### `) heading. Compare against the template's Table of Contents and required subsections. The generated SDD's heading set MUST be a superset — extra subsections are fine, missing template sections are an SDD defect.
393
+ 8. **Template-superset check (mandatory before the item 9 summary).** After writing each SDD file, re-read it and extract every H2 (`## `) and H3 (`### `) heading. Compare against the template's Table of Contents and required subsections. The generated SDD's heading set MUST be a superset — extra subsections are fine, missing template sections are an SDD defect.
406
394
 
407
395
  Minimum required H2 headings per template:
408
396
  - **RPA template:** §1 Process Overview, §2 Process Map, §3 Detailed Process Steps, §4 Business Rules, §5 Data Definitions, §6 Value Mappings, §7 Exception Handling, §8 Error Handling, §9 Application Inventory, §10 Master Project Architecture, §11 Project Structure, §12 Queue Architecture (Master Project only — may be omitted for Single Project), §13 Implementation Mode, §14 Packages, §15 Credentials & Assets, §16 Deployment Environment, §17 Testing Strategy, §18 Next Steps
@@ -415,7 +403,7 @@ This step runs in BOTH Autonomous and Interactive modes — it is a hard blocker
415
403
 
416
404
  Common slip-fail: skipping §4 Business Rules because the PDD has no dedicated "Business Rules" section. Rules are usually buried in "Remarks", step descriptions, or screenshots — the PDD analysis guide's "Embedded business rules" pointer applies. Treat zero rules in §4 as a regeneration trigger, not a finished section.
417
405
 
418
- 7. Output a summary in the conversation:
406
+ 9. Output a summary in the conversation:
419
407
 
420
408
  ```markdown
421
409
  ## SDD Generated
@@ -426,18 +414,17 @@ This step runs in BOTH Autonomous and Interactive modes — it is a hard blocker
426
414
 
427
415
  <SME_REVIEW_COUNT> unresolved SME review items (if any — list them).
428
416
 
429
- **Next:** load `uipath-planner` and pass it the SDD path. The planner will derive the task list and emit live `TaskCreate` calls.
417
+ **Next:** Phase D is complete. Proceed into Lane A (task derivation) with this SDD path — Lane A derives the task list and emits live `TaskCreate` calls.
430
418
  ```
431
419
 
432
- ### Step 3: Hand Off to the Planner
420
+ ### Step 3: Proceed to Lane A (Task Derivation)
433
421
 
434
422
  > **Progress:** Mark "Write SDD to disk" as `completed`. All progress tasks are now done.
435
423
 
436
- The SDD is the deliverable for this skill. **Do not generate an Implementation Plan section. Do not create implementation `TaskCreate` calls. Do not start executing.**
424
+ The SDD is the deliverable of Phase D. **Do not generate an Implementation Plan section inside the SDD. Do not create implementation `TaskCreate` calls during Phase D. Do not start executing.**
437
425
 
438
- Tell the user the next step explicitly:
426
+ Then transition based on the user's intent:
439
427
 
440
- > The SDD is written. Load `uipath-planner` and pass it `<sdd-path>` to generate the implementation task list. The planner will write `<process-kebab>-tasks.md` alongside the SDD and emit live tasks routing to specialist skills.
428
+ > The SDD is written. **Fall through into Lane A** with `<sdd-path>` to generate the implementation task list. Lane A reads the `## Planner Handoff` header you just wrote, derives tasks, writes `<process-kebab>-tasks.md` alongside the SDD, and emits live tasks routing to specialist skills.
441
429
 
442
- If the user's intent implies implementation ("create / build / implement / set up / make"), the main agent will load `uipath-planner` automatically when this skill returns. If the user only asked to "design / architect / generate an SDD", stop here — the SDD is enough.
443
- ```
430
+ If the user's intent implies implementation ("create / build / implement / set up / make"), continue directly into Lane A — see [pdd-driven-lane-guide.md](pdd-driven-lane-guide.md). If the user only asked to "design / architect / generate an SDD", stop here — the SDD is enough.
@@ -11,7 +11,7 @@ The tenant feed is authoritative for org-published libraries. Do NOT search the
11
11
  One command, one global filter:
12
12
 
13
13
  ```bash
14
- uip resource libraries list --limit 500 --output json
14
+ uip or libraries list --limit 500 --output json
15
15
  ```
16
16
 
17
17
  Returns `Data: [{ Key, Title, Version, Authors }]`. `Key` is `PackageId:Version` and is always populated. `Title` can be `null`.
@@ -32,12 +32,12 @@ There is **no `--search` flag** and **no `--feed-id` flag** on `libraries list`.
32
32
 
33
33
  ```bash
34
34
  # Single keyword
35
- uip resource libraries list --limit 500 \
35
+ uip or libraries list --limit 500 \
36
36
  --output-filter "[?Title != null && contains(Title, 'Excel')]" \
37
37
  --output json
38
38
 
39
39
  # Multi-keyword OR
40
- uip resource libraries list --limit 500 \
40
+ uip or libraries list --limit 500 \
41
41
  --output-filter "[?Title != null && (contains(Title, 'Common') || contains(Title, 'Shared'))]" \
42
42
  --output json
43
43
  ```
@@ -49,7 +49,7 @@ For case-insensitive matching, lowercase the keyword in the filter and the field
49
49
  For orgs that publish libraries with cryptic Titles but a stable `Authors` value, filter on `Authors` instead of `Title`:
50
50
 
51
51
  ```bash
52
- uip resource libraries list --limit 500 \
52
+ uip or libraries list --limit 500 \
53
53
  --output-filter "[?Authors != null && contains(Authors, '<OrgName>')]" \
54
54
  --output json
55
55
  ```
@@ -58,7 +58,7 @@ Combine `Title` and `Authors` filters with `||` when the org uses both conventio
58
58
 
59
59
  ## Procedure
60
60
 
61
- 1. **Auth preflight.** Run a benign call once: `uip resource libraries list --limit 1 --output json`. If `Result == "Failure"` with an auth-related message, surface it and switch to the manual fallback (below). Do NOT retry silently.
61
+ 1. **Auth preflight.** Run a benign call once: `uip or libraries list --limit 1 --output json`. If `Result == "Failure"` with an auth-related message, surface it and switch to the manual fallback (below). Do NOT retry silently.
62
62
  2. **Extract keywords** from the source (PDD Application Inventory, user prompt, project intent). Cap at 6:
63
63
  - Org-prefix terms: `Common`, `Shared`, `Utils`, `Helpers`, `<Company>` if known
64
64
  - Capability terms: `Excel`, `SAP`, `ServiceNow`, `Salesforce`, `Email`, `PDF`, `SharePoint`, `Outlook`, `Citrix`, etc. — drawn from the in-scope applications
@@ -97,8 +97,8 @@ If `uip` is unauthenticated, ask the legacy question:
97
97
  ## Anti-patterns
98
98
 
99
99
  1. **Searching the local filesystem first.** Tenant is authoritative; local matches do not indicate org adoption.
100
- 2. **Using `--search`.** That flag does not exist on `uip resource libraries list`. Filter via `--output-filter`.
101
- 3. **Using `--feed-id`.** That flag does not exist on `uip resource libraries list` (it does on `uip or packages list` — different command). The libraries command always targets the default tenant feed.
100
+ 2. **Using `--search`.** That flag does not exist on `uip or libraries list`. Filter via `--output-filter`.
101
+ 3. **Using `--feed-id`.** That flag does not exist on `uip or libraries list` (it does on `uip or packages list` — different command). The libraries command always targets the default tenant feed.
102
102
  4. **Calling `contains(Title, ...)` without `Title != null` guard.** Tenants commonly hold packages with null Title — the call fails fast with `Invalid type: contains() expected ... received type null`.
103
103
  5. **Listing all libraries with no `--limit` bump, or paginating past the end.** Default 50 truncates large tenants and silently misses candidates. Use `--limit 500` for a one-shot scan; paginate via `--offset` only if `Data.length == 500`. If `Data.length < --limit` on a paginated call, you have seen the entire feed — stop searching, do not run more filtered queries hoping for hidden matches.
104
104
  6. **Auto-selecting a candidate.** Library selection drives §14 Packages and project compilability — always confirm via `AskUserQuestion`.