@uipath/skills 1.196.0 → 1.197.0

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 (592) hide show
  1. package/.claude-plugin/marketplace.json +1 -1
  2. package/.claude-plugin/plugin.json +5 -2
  3. package/CODEOWNERS +22 -7
  4. package/README.md +14 -1
  5. package/assets/skill-status.json +14 -1
  6. package/assets/uip-catalog-snapshot.json +13 -2
  7. package/hooks/hooks.json +12 -0
  8. package/hooks/send-telemetry.sh +445 -0
  9. package/hooks/suggest-permissions.sh +6 -0
  10. package/package.json +1 -1
  11. package/skills/uipath-admin/SKILL.md +24 -4
  12. package/skills/uipath-admin/references/audit-commands.md +25 -21
  13. package/skills/uipath-admin/references/audit-workflow-guide.md +26 -25
  14. package/skills/uipath-admin/references/diagnose/CAPABILITY.md +74 -0
  15. package/skills/uipath-admin/references/diagnose/references/failure-modes.md +228 -0
  16. package/skills/uipath-admin/references/diagnose/references/troubleshooting-guide.md +106 -0
  17. package/skills/uipath-admin/references/identity-troubleshoot-guide.md +251 -0
  18. package/skills/uipath-agents/SKILL.md +12 -8
  19. package/skills/uipath-agents/references/coded/capabilities/context-grounding.md +2 -0
  20. package/skills/uipath-agents/references/coded/capabilities/conversational-agents.md +2 -0
  21. package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails-recommend.md +12 -7
  22. package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails.md +141 -1
  23. package/skills/uipath-agents/references/coded/capabilities/human-in-the-loop.md +2 -0
  24. package/skills/uipath-agents/references/coded/capabilities/integration-service.md +19 -33
  25. package/skills/uipath-agents/references/coded/lifecycle/bindings-reference.md +54 -22
  26. package/skills/uipath-agents/references/coded/lifecycle/build.md +1 -0
  27. package/skills/uipath-agents/references/coded/lifecycle/evaluations/evaluation-sets.md +5 -1
  28. package/skills/uipath-agents/references/coded/lifecycle/setup.md +3 -1
  29. package/skills/uipath-agents/references/coded/quickstart.md +11 -10
  30. package/skills/uipath-agents/references/coded-vs-lowcode-guide.md +1 -0
  31. package/skills/uipath-agents/references/context-grounding-patterns.md +1 -1
  32. package/skills/uipath-agents/references/lowcode/agent-definition.md +97 -12
  33. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/analyze-attachments.md +2 -2
  34. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/impl-json.md +40 -14
  35. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/built-in-tools.md +4 -3
  36. package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/impl-json.md +38 -6
  37. package/skills/uipath-agents/references/lowcode/capabilities/context/attachments.md +1 -1
  38. package/skills/uipath-agents/references/lowcode/capabilities/context/context.md +1 -1
  39. package/skills/uipath-agents/references/lowcode/capabilities/context/datafabric.md +1 -1
  40. package/skills/uipath-agents/references/lowcode/capabilities/context/index.md +7 -3
  41. package/skills/uipath-agents/references/lowcode/capabilities/escalation/escalation.md +49 -38
  42. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails-recommend.md +3 -1
  43. package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails.md +49 -49
  44. package/skills/uipath-agents/references/lowcode/capabilities/inline-in-flow/inline-in-flow.md +34 -14
  45. package/skills/uipath-agents/references/lowcode/capabilities/integration-service/integration-service.md +1 -1
  46. package/skills/uipath-agents/references/lowcode/capabilities/memory/memory.md +2 -0
  47. package/skills/uipath-agents/references/lowcode/capabilities/process/process.md +2 -2
  48. package/skills/uipath-agents/references/lowcode/capabilities/process/solution-files.md +1 -1
  49. package/skills/uipath-agents/references/lowcode/critical-rules/autonomous-critical-rules.md +15 -0
  50. package/skills/uipath-agents/references/lowcode/critical-rules/conversational-critical-rules.md +19 -0
  51. package/skills/uipath-agents/references/lowcode/{critical-rules.md → critical-rules/critical-rules.md} +25 -27
  52. package/skills/uipath-agents/references/lowcode/debug.md +6 -3
  53. package/skills/uipath-agents/references/lowcode/evaluations/evaluate.md +2 -0
  54. package/skills/uipath-agents/references/lowcode/lowcode.md +29 -6
  55. package/skills/uipath-agents/references/lowcode/model-selection-guide.md +4 -1
  56. package/skills/uipath-agents/references/lowcode/project-lifecycle.md +20 -8
  57. package/skills/uipath-agents/references/lowcode/prompting/agent-prompting-guide.md +17 -0
  58. package/skills/uipath-agents/references/lowcode/{agent-prompting-guide.md → prompting/autonomous-agent-prompting-guide.md} +9 -11
  59. package/skills/uipath-agents/references/lowcode/prompting/conversational-agent-prompting-guide.md +123 -0
  60. package/skills/uipath-agents/references/lowcode/solution-resources.md +1 -1
  61. package/skills/uipath-api-workflow/SKILL.md +32 -12
  62. package/skills/uipath-api-workflow/references/cli-reference.md +110 -22
  63. package/skills/uipath-api-workflow/references/connector-activity-discovery.md +43 -4
  64. package/skills/uipath-api-workflow/references/troubleshooting.md +23 -7
  65. package/skills/uipath-api-workflow/references/workflow-file-format.md +25 -7
  66. package/skills/uipath-coded-apps/SKILL.md +55 -12
  67. package/skills/uipath-coded-apps/assets/fixtures/governance-dashboard-starter-kit.tar.gz +0 -0
  68. package/skills/uipath-coded-apps/assets/scripts/dashboards/build-dashboard.mjs +1371 -0
  69. package/skills/uipath-coded-apps/assets/scripts/dashboards/capability-registry.json +845 -0
  70. package/skills/uipath-coded-apps/assets/scripts/dashboards/flows/build.mjs +338 -0
  71. package/skills/uipath-coded-apps/assets/scripts/dashboards/flows/edit.mjs +248 -0
  72. package/skills/uipath-coded-apps/assets/scripts/dashboards/flows/template.mjs +82 -0
  73. package/skills/uipath-coded-apps/assets/scripts/dashboards/flows/upgrade.mjs +73 -0
  74. package/skills/uipath-coded-apps/assets/scripts/dashboards/lifecycle.mjs +207 -0
  75. package/skills/uipath-coded-apps/assets/scripts/dashboards/setup-admin-folder.mjs +146 -0
  76. package/skills/uipath-coded-apps/assets/scripts/dashboards/tests/regime-eject.test.mjs +124 -0
  77. package/skills/uipath-coded-apps/assets/scripts/dashboards/tests/resolution.test.mjs +1635 -0
  78. package/skills/uipath-coded-apps/assets/templates/action-app/app-template.css +9 -0
  79. package/skills/uipath-coded-apps/assets/templates/action-app/document-tab-template.css +139 -0
  80. package/skills/uipath-coded-apps/assets/templates/action-app/form-template.css +442 -0
  81. package/skills/uipath-coded-apps/assets/templates/action-app/index-template.css +111 -0
  82. package/skills/uipath-coded-apps/assets/templates/action-app-template.md +357 -152
  83. package/skills/uipath-coded-apps/assets/templates/web-app-template.md +255 -78
  84. package/skills/uipath-coded-apps/references/create-action-app.md +284 -195
  85. package/skills/uipath-coded-apps/references/create-web-app.md +64 -26
  86. package/skills/uipath-coded-apps/references/dashboards/CAPABILITY.md +179 -0
  87. package/skills/uipath-coded-apps/references/dashboards/aesthetic/charting.md +138 -0
  88. package/skills/uipath-coded-apps/references/dashboards/aesthetic/layout-patterns.md +152 -0
  89. package/skills/uipath-coded-apps/references/dashboards/plugins/build/impl.md +423 -0
  90. package/skills/uipath-coded-apps/references/dashboards/plugins/deploy/impl.md +322 -0
  91. package/skills/uipath-coded-apps/references/dashboards/primitives/customization.md +66 -0
  92. package/skills/uipath-coded-apps/references/dashboards/primitives/detail-views.md +64 -0
  93. package/skills/uipath-coded-apps/references/dashboards/primitives/incremental-editor.md +92 -0
  94. package/skills/uipath-coded-apps/references/dashboards/primitives/state-file.md +64 -0
  95. package/skills/uipath-coded-apps/references/dashboards/primitives/tier-resolution.md +474 -0
  96. package/skills/uipath-coded-apps/references/debug.md +15 -21
  97. package/skills/uipath-coded-apps/references/oauth-client-setup.md +5 -5
  98. package/skills/uipath-coded-apps/references/oauth-scopes.md +64 -2
  99. package/skills/uipath-coded-apps/references/pack-publish-deploy.md +12 -5
  100. package/skills/uipath-coded-apps/references/patterns.md +10 -5
  101. package/skills/uipath-coded-apps/references/sdk/action-center.md +32 -6
  102. package/skills/uipath-coded-apps/references/sdk/agents.md +241 -0
  103. package/skills/uipath-coded-apps/references/sdk/governance-traces.md +186 -0
  104. package/skills/uipath-coded-apps/references/sdk/governance.md +72 -0
  105. package/skills/uipath-coded-apps/references/sdk/imports.md +4 -0
  106. package/skills/uipath-coded-apps/references/sdk/maestro.md +114 -0
  107. package/skills/uipath-coded-apps/references/sdk/orchestrator.md +80 -4
  108. package/skills/uipath-coded-apps/references/sdk/pagination.md +2 -0
  109. package/skills/uipath-coded-apps/references/sdk/traces.md +89 -0
  110. package/skills/uipath-coded-apps/references/widgets/validation-station.md +308 -0
  111. package/skills/uipath-coded-apps/scripts/validate-action-schema.js +241 -0
  112. package/skills/uipath-connector-builder/SKILL.md +192 -0
  113. package/skills/uipath-connector-builder/references/auth.md +171 -0
  114. package/skills/uipath-connector-builder/references/configuration.md +130 -0
  115. package/skills/uipath-connector-builder/references/debugging.md +80 -0
  116. package/skills/uipath-connector-builder/references/element-json.md +148 -0
  117. package/skills/uipath-connector-builder/references/events.md +132 -0
  118. package/skills/uipath-connector-builder/references/hooks.md +198 -0
  119. package/skills/uipath-connector-builder/references/overview.md +78 -0
  120. package/skills/uipath-connector-builder/references/standard-resources.md +111 -0
  121. package/skills/uipath-connector-builder/references/system-resources.md +85 -0
  122. package/skills/uipath-feedback/SKILL.md +43 -29
  123. package/skills/{uipath-agents/references/coded/frameworks/coded-functions.md → uipath-functions/SKILL.md} +36 -23
  124. package/skills/uipath-governance/SKILL.md +49 -8
  125. package/skills/uipath-governance/references/aops-policy/aops-policy-commands.md +10 -10
  126. package/skills/uipath-governance/references/aops-policy/aops-policy-deploy-guide.md +7 -7
  127. package/skills/uipath-governance/references/auth-context.md +101 -0
  128. package/skills/uipath-governance/references/cli-cheatsheet.md +207 -0
  129. package/skills/uipath-governance/references/compliance-pack/catalog/impl.md +79 -0
  130. package/skills/uipath-governance/references/compliance-pack/coverage/impl.md +141 -0
  131. package/skills/uipath-governance/references/compliance-pack/disable/impl.md +39 -0
  132. package/skills/uipath-governance/references/compliance-pack/full-apply/impl.md +164 -0
  133. package/skills/uipath-governance/references/compliance-pack/partial-apply/impl.md +266 -0
  134. package/skills/uipath-governance/references/compliance-pack/partial-apply/merge-overrides-guide.md +28 -0
  135. package/skills/uipath-governance/references/compliance-pack/partial-apply/planning.md +82 -0
  136. package/skills/uipath-governance/references/compliance-pack/partial-apply/synthesize-formdata-guide.md +22 -0
  137. package/skills/uipath-governance/references/compliance-pack/preview-gate.md +43 -0
  138. package/skills/uipath-governance/references/compliance-pack/query/impl.md +75 -0
  139. package/skills/uipath-governance/references/diagnose/CAPABILITY.md +71 -0
  140. package/skills/uipath-governance/references/diagnose/references/failure-modes.md +201 -0
  141. package/skills/uipath-governance/references/diagnose/references/troubleshooting-guide.md +137 -0
  142. package/skills/uipath-governance/references/disambiguation-guide.md +15 -0
  143. package/skills/uipath-governance/scripts/merge-overrides.mjs +81 -0
  144. package/skills/uipath-governance/scripts/synthesize-formdata.mjs +86 -0
  145. package/skills/uipath-human-in-the-loop/SKILL.md +30 -25
  146. package/skills/uipath-human-in-the-loop/references/hitl-node-apptask.md +38 -4
  147. package/skills/uipath-human-in-the-loop/references/hitl-node-coded-action-app.md +2 -3
  148. package/skills/uipath-human-in-the-loop/references/hitl-node-quickform.md +92 -34
  149. package/skills/uipath-ixp/SKILL.md +120 -0
  150. package/skills/uipath-ixp/references/cli-reference.md +121 -0
  151. package/skills/uipath-ixp/references/improve-prompts-guide.md +283 -0
  152. package/skills/uipath-ixp/references/label-documents-guide.md +207 -0
  153. package/skills/uipath-ixp/references/project-setup-guide.md +90 -0
  154. package/skills/uipath-maestro-bpmn/SKILL.md +167 -68
  155. package/skills/uipath-maestro-bpmn/references/cli-conventions.md +47 -0
  156. package/skills/uipath-maestro-bpmn/references/diagnose/CAPABILITY.md +6 -6
  157. package/skills/uipath-maestro-bpmn/references/operate/CAPABILITY.md +3 -3
  158. package/skills/uipath-maestro-bpmn/references/registry-workflow.md +199 -0
  159. package/skills/uipath-maestro-bpmn/references/structural-bpmn.md +500 -0
  160. package/skills/uipath-maestro-bpmn/validator/README.md +214 -0
  161. package/skills/uipath-maestro-bpmn/validator/bpmn-spec.json +2477 -0
  162. package/skills/uipath-maestro-bpmn/validator/model.mjs +419 -0
  163. package/skills/uipath-maestro-bpmn/validator/package.json +17 -0
  164. package/skills/uipath-maestro-bpmn/validator/rules.mjs +1403 -0
  165. package/skills/uipath-maestro-bpmn/validator/samples/invalid-conditional-and-variable.bpmn +25 -0
  166. package/skills/uipath-maestro-bpmn/validator/samples/valid-baseline.bpmn +52 -0
  167. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/A.2.0.bpmn +157 -0
  168. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/A.2.1.bpmn +333 -0
  169. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/B.1.0.bpmn +598 -0
  170. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/B.2.0.bpmn +1709 -0
  171. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/C.2.0.bpmn +564 -0
  172. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/C.3.0.bpmn +671 -0
  173. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/C.4.0.bpmn +1045 -0
  174. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/C.5.0.bpmn +1176 -0
  175. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/C.6.0.bpmn +670 -0
  176. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/C.7.0.bpmn +466 -0
  177. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/Can_Parse_Complex_Process_With_Task_Gateway_BoundaryEvent_etc.bpmn +74 -0
  178. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/ExclusiveGatewayDefaultFlow.bpmn +32 -0
  179. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/ExternalAgentWorkflow.bpmn +62 -0
  180. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/Golden_Scenario.initial.bpmn +361 -0
  181. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/InclusiveJoinRouteAwayBranch.bpmn +62 -0
  182. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/Parse_AsyncExecution_And_Create_CorrectModel.bpmn +74 -0
  183. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/Parse_IXP_ExtractionValidation_And_Create_CorrectModel.bpmn +35 -0
  184. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/Parse_IXP_Extraction_FileUpload_And_Create_CorrectModel.bpmn +33 -0
  185. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/Parse_IXP_Extraction_JobAttachment_And_Create_CorrectModel.bpmn +35 -0
  186. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/Parse_SubProcess_With_Multiple_Element_Types.bpmn +76 -0
  187. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/StartEventWithOutputs.bpmn +36 -0
  188. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/StartGatewayEnd.bpmn +44 -0
  189. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/all elements.bpmn +516 -0
  190. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/all_sequence_flow_types.bpmn +173 -0
  191. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/demo.bpmn +181 -0
  192. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/subprocess-example-001-collapsed.bpmn +126 -0
  193. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/subprocess-example-001-expanded.bpmn +122 -0
  194. package/skills/uipath-maestro-bpmn/validator/test/fixtures/expected-findings/subprocess-example-003-collapsed_deeply-nested.bpmn +438 -0
  195. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/A.1.0.bpmn +87 -0
  196. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/A.3.0.bpmn +165 -0
  197. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/ApiWorkflow.bpmn +39 -0
  198. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/BpmnNestedSubProcessTests.bpmn +102 -0
  199. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/BpmnTimerBoundaryEvents.bpmn +160 -0
  200. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/BpmnXmlWithCatchAllErrorEventSubProcess.bpmn +45 -0
  201. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/BpmnXmlWithSpecificErrorEventSubProcess.bpmn +46 -0
  202. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/CaseManagementWithConstantIdentifier.bpmn +218 -0
  203. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/ErrorBoundary.bpmn +78 -0
  204. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/ErrorPropagationInEventSubprocess.bpmn +340 -0
  205. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/EventBasedGatewayFirstCatcherWins.bpmn +56 -0
  206. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/Example-EventBasedGateway.bpmn +117 -0
  207. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/ExclusiveGatewayConditional.bpmn +45 -0
  208. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/ExclusiveGatewaySharedEndEvent.bpmn +45 -0
  209. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/ExclusiveWithParallelGateway.bpmn +68 -0
  210. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/FourScriptTasks.bpmn +84 -0
  211. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/HitlTaskOnly.bpmn +55 -0
  212. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/InclusiveGatewayForkJoin.bpmn +69 -0
  213. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/Parse_BPMN_Elements_And_Create_CorrectModel.bpmn +20 -0
  214. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/Parse_HttpRequest_ServiceTask_And_Create_Correct_Model.bpmn +34 -0
  215. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/Parse_MessageBoundaryEvent_And_Create_CorrectModel.bpmn +87 -0
  216. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/Parse_Script_Task_V2_And_Create_Correct_Model.bpmn +31 -0
  217. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/Parse_Sets_Containers_Properly.bpmn +129 -0
  218. package/skills/uipath-maestro-bpmn/validator/test/fixtures/known-good/ScriptWritesVariableThenGatewayBranches.bpmn +55 -0
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+ # Agent Review — Letter Grade (A–F)
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+
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+ How the review computes the letter grade for **agent projects** (low-code `agent.json` and coded `main.py`). Run this in **Step 4.5**, after agent validation (Step 2), the review CLI + judgment catalog (Step 2.5), manual review (Step 3), and optimization + architecture scoring (Step 4) — the grade is a function of those outputs, never a fresh judgment.
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+
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+ > Scope: agents only, matching the skill's phase-1 model (the Step 2.5 judgment catalog is agent-only today; RPA, flows, and coded apps are future phases). Do **not** grade non-agent projects with this rubric. When a solution mixes agents with other types, grade the agent projects and leave the others ungraded (note "grading: agents only, phase 1").
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+
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+ The grade has two sub-grades, computed independently, then gated:
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+
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+ ```
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+ Final grade = min(G_det, G_jud)
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+ ```
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+
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+ - **G_det** — deterministic sub-grade. **Read it directly from the review CLI** — do not recompute it. `uip agent review` / `uip codedagent review` returns `Data.Grade`, the grade it assigns to its own deterministic checks. That letter **is** G_det.
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+ - **G_jud** — non-deterministic sub-grade. Driven by judgment: the agent judgment catalog ([agents-common-rules.md](agents-common-rules.md) + the format file) read in Step 2.5b, the manual agent checklist ([agent-review-checklist.md](agent-review-checklist.md)) in Step 3, and the architecture-principle scores (1–5) from [architecture-assessment-guide.md §4](../architecture-assessment-guide.md).
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+ `min()` means an agent cannot earn an A from a clean CLI grade if its prompt, tools, and error handling are weak (G_jud gates it down), and cannot earn an A from strong design if the CLI's deterministic grade is poor (G_det gates it down). The grade is bounded by the weaker dimension. Because `min` only ever lowers the CLI grade, the **skill grade is always ≤ `Data.Grade`**.
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+
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+ ## G_det — read it from the review CLI, never recompute
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+
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+ `uip agent review` / `uip codedagent review` already runs every deterministic check (structural/schema, placeholder cross-refs, eval counts/diversity, secret & import regex, framework symbol existence, packaging/git hygiene) and grades them. Read the grade from the JSON response and use it verbatim:
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+
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+ ```
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+ G_det = <response>.Data.Grade # e.g. "B"
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+ ```
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+
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+ The response also carries `Data.Verdict` (PASS/FAIL) and `Data.Score`; `Data.Grade` is the letter to use.
27
+
28
+ **Do not tally `Data.Issues[]` and re-derive a grade.** Recomputing duplicates work the CLI already did and risks drifting from the CLI's own grade — the exact inconsistency this design avoids. The deterministic findings (`Data.Issues[]`) are still carried into the report verbatim (Step 2.5a), but the *grade* comes from `Data.Grade`, not from counting them.
29
+
30
+ If `Data.Grade` is missing or the CLI is unavailable, see [Edge cases](#edge-cases).
31
+
32
+ ## G_jud — the judgment sub-grade you compute
33
+
34
+ This is the only sub-grade the agent computes, because no CLI can grade it reliably.
35
+
36
+ **Step 1 — Architecture-average base.** Average the applicable principle scores (1–5) from [architecture-assessment-guide.md §4](../architecture-assessment-guide.md): Modularity, Resilience, Maintainability, Security, Governance. **Scalability is usually N/A for a single agent** — exclude it (and any other principle that does not apply) and average the rest; **state which were excluded** in the report. Score against agent-appropriate evidence: Modularity = prompt/tool decomposition, Resilience = error handling around LLM/tool calls, Maintainability = prompt and tool clarity + eval coverage, Security = secret handling + guardrails, Governance = tracing + eval sets + versioning.
37
+
38
+ | Architecture average | base G_jud |
39
+ |---|---|
40
+ | 4.5 – 5.0 | **A** |
41
+ | 3.5 – 4.49 | **B** |
42
+ | 2.5 – 3.49 | **C** |
43
+ | 1.5 – 2.49 | **D** |
44
+ | 1.0 – 1.49 | **F** |
45
+
46
+ **Step 2 — Judgment-finding cap.** The principle scores already absorb most judgment findings (a "no error handling around `llm.ainvoke`" finding is why Resilience scored 2). Apply only one additional cap, to catch a blocking design flaw the averaged scores understate:
47
+
48
+ - Any **unmitigated judgment Critical** caps G_jud at **D**.
49
+ - A judgment Critical with **security or data-integrity** impact (prompt-injection exposure, secret leak into tool args, no guardrail on a destructive tool) caps G_jud at **F**.
50
+
51
+ Do not apply further per-Warning deductions — that double-counts against the principle scores.
52
+
53
+ > Findings from the review CLI (`Data.Issues[]`) already shaped `Data.Grade` = G_det — do **not** also let them cap G_jud. Only **judgment** findings (Step 2.5b catalog + Step 3 manual) feed G_jud. This keeps each finding in exactly one sub-grade.
54
+
55
+ ## Final grade and rationale
56
+
57
+ `Final = min(G_det, G_jud)` where `G_det = Data.Grade`. Always report the **binding constraint** in one line so the grade is auditable:
58
+
59
+ ```
60
+ Agent Grade: B — gated by G_det (CLI Data.Grade B). Design is strong (G_jud A, arch avg 4.5).
61
+ ```
62
+
63
+ Map the letter to the verdict word (this is the only place the letter→word mapping lives; the bands that produce each letter live above / in the CLI):
64
+
65
+ | Grade | Verdict label |
66
+ |---|---|
67
+ | **A** / **B** | Good |
68
+ | **C** / **D** | Needs Improvement |
69
+ | **F** | Critical Issues |
70
+
71
+ ## Per-agent vs overall
72
+
73
+ - **Per-agent grade:** read `Data.Grade` (G_det) and compute G_jud for the agent; grade = `min`. Report in the Per-Project Summary table (Step 5) for each agent row; leave non-agent rows ungraded (`—`).
74
+ - **Single-agent review:** the overall Agent Grade IS the agent's grade.
75
+ - **Solution with multiple agents:** the overall Agent Grade = the **worst** per-agent grade. A solution is only as deployable as its weakest agent — do not average grades. Non-agent projects do not contribute a grade (phase 1).
76
+
77
+ ## Edge cases
78
+
79
+ | Situation | Handling |
80
+ |---|---|
81
+ | **`Data.Grade` absent** (older CLI returns only `Data.Verdict` / `Data.Score`) | Map what the CLI gives you: `Data.Verdict = FAIL` → G_det = F; otherwise translate `Data.Score` to the nearest A–F using the same band widths the CLI documents. Note the substitution in "Rules Skipped". |
82
+ | **Review CLI unavailable** (no `agent review` / `codedagent review`) | No `Data.Grade` to read. Report the grade as **G_jud alone**, explicitly flagged: "G_det unavailable — review CLI not installed; grade reflects judgment only." Do not fabricate a deterministic grade by counting `agent validate` output. |
83
+ | **`uip agent validate` (Step 2) reports a blocking Error** not reflected in `Data.Grade` | A project that fails validation is not deployable — floor the final grade at **F** regardless of `Data.Grade`, and cite the validate Error as the binding constraint. |
84
+ | **No PDD available** | Business-logic alignment is ungraded. Compute the grade from technical quality only and add: "Grade reflects technical quality; business-logic alignment unverified (no PDD)." |
85
+ | **No eval set present** | Governance/Maintainability scores lose their eval-coverage signal — score the remaining evidence and note the eval gap rather than forcing a low score. |
86
+
87
+ ## Alignment with the review CLI's `Data.Grade`
88
+
89
+ Because **G_det = `Data.Grade`** and the final grade is `min(G_det, G_jud)`:
90
+
91
+ - The skill grade **equals** `Data.Grade` when G_jud ≥ `Data.Grade` (judgment/design does not drag it down).
92
+ - The skill grade is **lower** than `Data.Grade` when G_jud is worse (weak prompt/tool design, a judgment Critical) — the skill adds the judgment dimension the CLI does not assess.
93
+ - The skill grade is **never higher** than `Data.Grade` (min only lowers).
94
+ - Report both, and state the gap in one line when they differ: "CLI Data.Grade A (deterministic checks); skill grade C — G_jud gated by thin prompt/tool design (arch avg 3.2)."
95
+
96
+ ## Determinism contract
97
+
98
+ - **G_det is reproducible because it is the CLI's deterministic grade** — same agent, same `Data.Grade`, every run. The skill does not recompute it.
99
+ - **G_jud is reproducible given the principle scores** — reason from the same evidence (architecture-assessment-guide.md §4 criteria + the judgment catalog) in the same order so the scores, and therefore the grade, are stable run-to-run.
100
+ - The grade is **derived, never asserted.** Every grade must trace to `Data.Grade` (G_det), the G_jud average, and the `min()` binding constraint. A grade with no shown derivation is invalid.
101
+ - Do not introduce grade values outside `A` / `B` / `C` / `D` / `F`. No `+`/`-` modifiers, no `A*`, no numeric-only grade.
102
+
103
+ ## Worked examples
104
+
105
+ **Example 1 — clean CLI grade, average design.**
106
+ - G_det = `Data.Grade` = **B** (read from `uip codedagent review`).
107
+ - G_jud: arch avg = (Modularity 4 + Resilience 4 + Maintainability 4 + Security 4 + Governance 3) / 5 = 3.8 (Scalability N/A) → **B**. No judgment Critical.
108
+ - Final = min(B, B) = **B — Good.** Binding: both.
109
+
110
+ **Example 2 — strong CLI grade, but thin prompt and no error handling.**
111
+ - G_det = `Data.Grade` = **A**.
112
+ - G_jud: arch avg = (Modularity 2 + Resilience 2 + Maintainability 2 + Security 3 + Governance 2) / 5 = 2.2 → **D**.
113
+ - Final = min(A, D) = **D.** Binding: G_jud — prompt/tool/error-handling quality (arch avg 2.2). A clean CLI grade does not rescue a weak design.
114
+
115
+ **Example 3 — strong design, but a tool description leaks a secret into args.**
116
+ - G_det = `Data.Grade` = **A** (the CLI's regex did not catch this semantic leak).
117
+ - G_jud: arch avg 4.3 → **B**, but a judgment Critical with secret-leak (data-integrity) impact → cap at **F**.
118
+ - Final = min(A, F) = **F.** Binding: G_jud security cap — a secret-leak Critical blocks deployment regardless of design.
119
+
120
+ **Example 4 — CLI grade diverges from skill grade.**
121
+ - G_det = `Data.Grade` = **A** (deterministic checks pass).
122
+ - G_jud: arch avg over applicable principles (Scalability excluded) = (Modularity 3 + Resilience 3 + Maintainability 3 + Security 4 + Governance 3) / 5 = 3.2 → **C**. One judgment Warning on prompt quality (no cap).
123
+ - Final = min(A, C) = **C.** Report: "CLI Data.Grade A (deterministic); skill grade C — G_jud gated by thin prompt/tool design (arch avg 3.2). Scalability excluded (N/A for low-code agent)."
124
+
125
+ ## Anti-patterns
126
+
127
+ 1. **Do not recompute G_det from finding counts.** Read `Data.Grade` from the review CLI. Recomputing risks disagreeing with the CLI's own grade.
128
+ 2. **Do not grade non-agent projects with this rubric.** It is agent-scoped (phase 1). RPA, flows, and coded apps get a grade when their rubric is authored.
129
+ 3. **Do not let a deterministic blocker average away.** This is a hard gate (`min`), not a weighted blend — a security/data-integrity judgment Critical forces F regardless of `Data.Grade`.
130
+ 4. **Do not double-count a finding.** CLI findings already shaped `Data.Grade` (G_det); only judgment findings feed G_jud.
131
+ 5. **Do not invent `+`/`-` or numeric grades.** Five letters only: A / B / C / D / F.
132
+ 6. **Do not average per-agent grades** for the overall solution grade — take the worst.
133
+ 7. **Do not restate the CLI's `Data.Grade` as the skill grade.** They differ whenever G_jud is lower; report both.
@@ -97,13 +97,33 @@ Before reviewing implementation details, verify the right agent type was chosen:
97
97
 
98
98
  | Check | Severity | How to Verify |
99
99
  |---|---|---|
100
- | PII detection configured (if handling personal data) | Warning | Check guardrails array *(rule: `LC_GUARDRAIL_PII_MISSING`)* |
101
- | Prompt injection guardrails enabled (if user-facing) | Warning | Check guardrails config *(rule: `LC_GUARDRAIL_INJECTION_MISSING`)* |
100
+ | Recommended guardrails present for the agent's use cases — e.g. PII detection when it handles personal data, injection protection for free-text input, content-safety for generated content, a tool audit-log for sensitive tools | Info | Compare agent context vs catalog use cases; the finding names the recommended scope and action (a blocking/escalating action for protection, a log action for audit) *(rule: `LC_GUARDRAIL_RECOMMENDED`)* |
101
+ | No guardrail misapplied to an agent that shouldn't have it (e.g. PII on a generate-only agent) | Warning | Compare guardrail vs agent purpose / catalog `when_not_to_use` *(rule: `LC_GUARDRAIL_MISAPPLIED`)* |
102
102
  | Each guardrail has `name` and `description` | Warning | Walk guardrails *(rule: `GUARDRAIL_NO_NAME`, `GUARDRAIL_NO_DESCRIPTION`)* |
103
103
  | Tool resources have `guardrail.policies` array (Studio Web rejects without it) | Critical | Walk tool resources *(rule: `LOWCODE_TOOL_GUARDRAIL_FIELD_MISSING`)* |
104
104
  | Tool-scoped guardrails reference existing tools | Critical | Walk Tool-scope guardrails *(rule: `LOWCODE_GUARDRAIL_TOOL_REF_NONEXISTENT`, `GUARDRAIL_TOOL_SCOPE_NO_MATCHNAMES`)* |
105
105
  | Custom tool guardrails for destructive operations | Info | Check tool guardrail rules |
106
- | Guardrail actions appropriate (Log/Block/Escalate) | Info | Review action types |
106
+ | Guardrail action fits its scope — a blocking/escalating action at scopes meant to prevent a violation (Agent, Llm), a log action only for an audit trail (e.g. on a tool that legitimately needs the data). A log action at a prevention scope (Agent or Llm) is ineffective: it records the violation but does not stop it. | Warning | Review action vs scope vs catalog `when_not_to_use` *(rule: `LC_GUARDRAIL_ACTION_INEFFECTIVE`)* |
107
+
108
+ **Guardrail format (built-in validators).** These run in `uip agent review`, which fetches the live validator catalog (`uip agent guardrails list`) when a built-in guardrail is present and validates each one against it. They are skipped (not failed) when the catalog can't be fetched (offline / not authed) — note that in "Rules Skipped" if relevant.
109
+
110
+ | Check | Severity | How to Verify |
111
+ |---|---|---|
112
+ | `validatorType` is a real validator in the catalog | Critical | *(rule: `GUARDRAIL_UNKNOWN_VALIDATOR`)* |
113
+ | Scope is one the validator allows | Critical | *(rule: `GUARDRAIL_SCOPE_NOT_ALLOWED`)* |
114
+ | Required `validatorParameters` are present | Critical | *(rule: `GUARDRAIL_MISSING_REQUIRED_PARAM`)* |
115
+ | No unknown parameters (incl. params on a validator that takes none) | Warning | *(rule: `GUARDRAIL_UNKNOWN_PARAM`)* |
116
+ | Parameter `$parameterType` matches the validator's type | Critical | *(rule: `GUARDRAIL_PARAM_TYPE_MISMATCH`)* |
117
+ | Parameter values are legal (enum options / map keys / number range) | Critical | *(rule: `GUARDRAIL_PARAM_VALUE_INVALID`)* |
118
+
119
+ **Guardrail format (custom guardrails).** Pure static — validated against the fixed custom-rule schema, no catalog needed.
120
+
121
+ | Check | Severity | How to Verify |
122
+ |---|---|---|
123
+ | Discriminators present (`$ruleType`, `$selectorType`, `$actionType`) | Critical | *(rule: `GUARDRAIL_CUSTOM_BAD_DISCRIMINATOR`)* |
124
+ | Operator valid for the rule type | Critical | *(rule: `GUARDRAIL_CUSTOM_BAD_OPERATOR`)* |
125
+ | Value type matches the rule type | Critical | *(rule: `GUARDRAIL_CUSTOM_BAD_VALUE`)* |
126
+ | `Tool` scope only, with exactly one tool in `matchNames` | Critical | *(rule: `GUARDRAIL_CUSTOM_SCOPE_INVALID`)* |
107
127
 
108
128
  ### Memory Management
109
129
 
@@ -92,6 +92,13 @@ LLM-judge-only is acceptable when the agent has no tools, no classification outp
92
92
 
93
93
  ## GuardrailsChecker
94
94
 
95
+ > **Agent-builder coded layout** (`agent.json` + `main.py`): the low-code semantic guardrail rules
96
+ > (`LC_GUARDRAIL_RECOMMENDED` / `LC_GUARDRAIL_ACTION_INEFFECTIVE` / `LC_GUARDRAIL_MISAPPLIED`) apply against
97
+ > `agent.json`'s `guardrails[]` via the low-code catalog + [`guardrails/guardrails-review.md`](guardrails/guardrails-review.md)
98
+ > (this layout loads all three catalogs — see the detection table). Guardrail effectiveness/recommendation for
99
+ > **pure-coded** agents (SDK decorators/middleware in `main.py`, no `agent.json`) is future work; use the bucket
100
+ > below for any coded guardrail/policy observation a specific rule doesn't cover.
101
+
95
102
  | rule_id | severity | category | trigger | detection_method | suggested_fix |
96
103
  |---|---|---|---|---|---|
97
104
  | `CODED_GUARDRAILS_ISSUE` | warning | guardrails | Guardrails / safety / PII observation that no specific rule fits | Use ONLY when no specific rule fits. Coded agents have most safety concerns covered under `## SecurityChecker` (`CODED_PROMPT_USER_INPUT_UNSANITIZED`, `CODED_PII_IN_TRACES`) and the deterministic secret/`.env` checks in the review CLI. Reach here only for guardrail / policy observations none of those cover. | (Defined per finding.) |
@@ -81,12 +81,22 @@ One H2 section per checker class (`EvalsChecker`, `SchemaChecker`, `ToolsChecker
81
81
  > | `intellectual_property` | Agent generates code or text | Agent, Llm only | PostExecution only |
82
82
  > | `user_prompt_attacks` | User-facing agent, jailbreak risk | Llm only | PreExecution only |
83
83
  >
84
- > When recommending the three "platform-documented" types, do NOT cite them by name unless the specific validator is already present in the project's `guardrails` array or agent-builder schema. Instead say: *"Add an appropriate content-safety guardrail supported by this agent layout."*
84
+ > When recommending the three "platform-documented" types, do NOT cite them by name unless the specific validator is already present in the project's `guardrails` array or agent-builder schema. Instead say: *"Add an appropriate content-safety guardrail supported by this agent layout."* This applies to `LC_GUARDRAIL_RECOMMENDED` below.
85
+
86
+ > **Apply these via the structured workflow.** The guardrail rules below are applied through
87
+ > [`guardrails/guardrails-review.md`](guardrails/guardrails-review.md) — Step 0 (fetch the live
88
+ > `uip agent guardrails catalog` + `list`, 30-min cache) → **Audit Mode** (effectiveness/relevance of existing
89
+ > guardrails) + **Recommend Mode** (missing-guardrail recommendations) — modeled on the `uipath-agents` recommend
90
+ > capability and driven by the same live catalog. **Boundary:** the review CLI (Step 2.5a) owns all
91
+ > FORMAT/SCHEMA/SET-MEMBERSHIP checks (`GUARDRAIL_*` / `GUARDRAIL_CUSTOM_*` / `LOWCODE_*GUARDRAIL*`); the rules
92
+ > below fire only on format-valid guardrails and never re-flag a CLI format finding. If the catalog is
93
+ > unavailable, defer the Audit-Mode rows (Rules Skipped) — see the workflow's Step 0.
85
94
 
86
95
  | rule_id | severity | category | trigger | detection_method | suggested_fix |
87
96
  |---|---|---|---|---|---|
88
- | `LC_GUARDRAIL_PII_MISSING` | warning | guardrails | Agent processes personal data but has no `pii_detection` guardrail | Read `inputSchema`, `outputSchema`, system prompt. Assess: does the agent process personal data? Infer from field names + descriptions (names, emails, addresses, IDs, health info, financial info). When yes, check `.guardrails[]` for `pii_detection`. Emit when absent. file = `agent.json` (or normalized JSON). | Add a `pii_detection` guardrail (SDK-confirmed; cite by name). |
89
- | `LC_GUARDRAIL_INJECTION_MISSING` | warning | guardrails | User-facing free-text input but no `prompt_injection` guardrail | Read `inputSchema`. Assess: does it have free-text string fields users can fill with arbitrary content? When yes, check guardrails for `prompt_injection`. Emit when absent. Do NOT recommend `user_prompt_attacks` by name unless already present in the project's config — see validator authority note above. file = `agent.json`. | Add a `prompt_injection` guardrail (SDK-confirmed) or an appropriate injection-protection guardrail supported by this agent layout. |
97
+ | `LC_GUARDRAIL_RECOMMENDED` | info | guardrails | A guardrail is recommended for a use case the agent matches but doesn't cover (one finding per missing guardrail; specifics in the message) | Apply `guardrails/guardrails-review.md` **Recommend Mode**: fetch the live catalog (Step 0); for each catalog entry whose `when_to_use` / `use_cases` / `security_risk_addressed` match the agent (system prompt, schemas, tools) and which is absent from `.guardrails[]`, emit one finding. The message names the guardrail / `security_category`, the matched use case, the recommended scope, and the recommended **action** — **block/escalate** when protection is really needed (PII that must not enter, injection, harmful content) or **log** for audit only (a tool legitimately handles sensitive data). De-dup by `security_category`. Do NOT name a platform-documented validator unless already present (see note above). file = `agent.json` (or normalized JSON). | Add the named guardrail at the catalog-recommended scope/action (cite `examples[].config`): block/escalate for protection, log for audit. |
98
+ | `LC_GUARDRAIL_ACTION_INEFFECTIVE` | judgment | guardrails | A format-valid guardrail's action is ineffective or counterproductive for its scope | Apply `guardrails/guardrails-review.md` **Audit Mode → Actionability**: for each format-valid guardrail (skip ones the review CLI flagged), compare `validator` + `selector.scopes` + action `$actionType` against the catalog entry's `when_not_to_use` / `examples[].config` action for that scope. Emit when counterproductive — a security-critical guardrail at `log` where the example uses `block`; `pii_detection` `Block`/`Filter` at Tool on a tool that needs the PII; `pii_detection` `Log` at Agent/Llm. Name the recommended action. file = `agent.json`, element = guardrail name. | Set the action the catalog recommends for that scope, or move the guardrail to a scope where the action is effective. |
99
+ | `LC_GUARDRAIL_MISAPPLIED` | judgment | guardrails | A guardrail is present but the agent matches the validator's `when_not_to_use` | Apply `guardrails/guardrails-review.md` **Audit Mode → Relevance**: establish the agent's context (system prompt, schemas, tools); for each format-valid guardrail read the catalog entry's `when_not_to_use` / `NOT_recommended_for`. Emit when the agent matches a disqualifying condition (e.g. a generate-only agent with no user input carrying a PII guardrail). Cite the matched clause. file = `agent.json`, element = guardrail name. | Remove the misapplied guardrail, or document why the agent's context differs from the `when_not_to_use` condition. |
90
100
  | `LC_GUARDRAIL_EVALS_CONSISTENCY` | judgment | guardrails | `enabledForEvals: true` may interfere with the eval set's intent | Read guardrails. For each with `enabledForEvals: true`, read the eval set. Assess: is the eval set testing guardrail behavior (intentional) or testing agent behavior (where guardrails may interfere)? Emit when intent unclear; reason in the description. file = guardrail source, element = guardrail name. | Set `enabledForEvals: false` for agent-behavior tests, or document that the eval set is specifically testing guardrail behavior. |
91
101
 
92
102
  ---
@@ -0,0 +1,198 @@
1
+ # Guardrail Review — LLM-as-judge (audit + recommend)
2
+
3
+ The read-only **review** counterpart of the `uipath-agents` guardrail recommend/validate capability. It powers
4
+ the guardrail judgment rules in [`../agents-lowcode-rules.md`](../agents-lowcode-rules.md) §GuardrailsChecker.
5
+ Run it during a low-code agent review (SKILL.md Step 2.5b) **after** `uip agent review` (Step 2.5a). Two modes:
6
+
7
+ - **Audit Mode** — the agent already has guardrails → are they *effective and appropriate*? (emits **defects**)
8
+ - **Recommend Mode** — the agent is missing guardrails for use cases it matches → which should it add? (emits
9
+ **Info recommendations**)
10
+
11
+ This is **review only** — never write, fix, or `uip agent validate`. The reviewer emits findings; the user
12
+ (or the `uipath-agents` skill) applies them.
13
+
14
+ > **Boundary with `uip agent review` — do not double-flag.** The review CLI owns every FORMAT / SCHEMA /
15
+ > SET-MEMBERSHIP guardrail check and emits them as `GUARDRAIL_*` / `GUARDRAIL_CUSTOM_*` / `LOWCODE_*GUARDRAIL*`
16
+ > rule IDs (unknown validator, scope-not-allowed, missing/unknown/type-mismatch/value-invalid parameters,
17
+ > custom-rule discriminators/operator/value/scope, tool-ref existence, missing name/description). The rules here
18
+ > fire **only on guardrails the CLI found format-valid**, and judge only what code cannot decide: whether a valid
19
+ > action actually protects at its scope, whether a valid guardrail belongs on this agent at all, and whether a
20
+ > guardrail the agent should have is missing. A format-invalid guardrail is skipped here until it is fixed — do
21
+ > not re-describe its format problem.
22
+
23
+ Like the recommend capability, this is **live-catalog driven** — the catalog's authored fields (`when_to_use`,
24
+ `use_cases`, `security_risk_addressed`, `when_not_to_use`, `security_category`, `examples[].config`) drive every
25
+ decision. Do not hardcode which guardrail fits which agent.
26
+
27
+ ---
28
+
29
+ ## Step 0 — Fetch Catalog and Available Validators
30
+
31
+ Run this once when the low-code `agent.json` has a non-empty `guardrails[]` **or** the agent matches any catalog
32
+ use case (so Recommend Mode can run). Same fetch the `uipath-agents` guardrail modes use.
33
+
34
+ ### Catalog (cacheable — 30-minute TTL)
35
+
36
+ ```bash
37
+ python3 -c "
38
+ import os, time
39
+ cache = '.guardrails-catalog-cache.json'
40
+ if os.path.exists(cache) and (time.time() - os.path.getmtime(cache)) < 1800:
41
+ print('CACHE_HIT')
42
+ else:
43
+ print('CACHE_MISS')
44
+ "
45
+ ```
46
+
47
+ - **CACHE_HIT**: read `.guardrails-catalog-cache.json` directly.
48
+ - **CACHE_MISS**: fetch and save: `uip agent guardrails catalog --output json > .guardrails-catalog-cache.json`
49
+ (the CLI writes both success and error JSON to stdout — do not add `2>&1`).
50
+
51
+ ### Guardrails List (NEVER cached — tenant-specific)
52
+
53
+ ```bash
54
+ uip agent guardrails list --output json
55
+ ```
56
+
57
+ Build a `{ validatorId: status }` lookup from the `Data` array (use only `Status == "Available"`).
58
+
59
+ ### If the catalog is unavailable
60
+
61
+ If the catalog output contains `"Code": "GuardrailCatalogUnavailable"` (or the CLI is unavailable), **do not
62
+ guess**:
63
+
64
+ - **Audit Mode** (`LC_GUARDRAIL_ACTION_INEFFECTIVE`, `LC_GUARDRAIL_MISAPPLIED`) depends on the catalog → record
65
+ these rules under the report's "Rules Skipped" subsection with reason `"guardrails catalog unavailable"`
66
+ (SKILL.md Critical Rule 11). Do not emit catalog-grounded effectiveness/relevance verdicts without it.
67
+ - **Recommend Mode** (`LC_GUARDRAIL_RECOMMENDED`) can still detect a missing guardrail from `agent.json` alone
68
+ (schema/prompt/tool inference); when the catalog is absent, phrase the recommended scope/action generically
69
+ and note "catalog-limited" in the message.
70
+
71
+ ---
72
+
73
+ ## Audit Mode — existing guardrails (findings are defects)
74
+
75
+ For each guardrail in `agent.json`'s `guardrails[]` that the review CLI did **not** flag format-invalid, read
76
+ its `validator`, `selector.scopes`, and action `$actionType`, then run two checks.
77
+
78
+ ### Actionability Check → `LC_GUARDRAIL_ACTION_INEFFECTIVE`
79
+
80
+ A format-valid guardrail's **action** can be ineffective or counterproductive for its **scope**. Compare the
81
+ configured action against the catalog entry's `when_not_to_use` and its representative `examples[].config`
82
+ action for the chosen scope. Emit when the action is in that scope's invalid set. Canonical cases:
83
+
84
+ - A **security-critical** guardrail (`security_category` `adversarial_input` / `content_safety`) set to `log`
85
+ where the catalog example uses `block` — it looks protected but isn't (recommend capability Step 5: *never
86
+ silently downgrade block → log*).
87
+ - `pii_detection` with `Block` / `Filter` at **Tool** scope on a tool that legitimately needs the PII — the
88
+ catalog's `when_not_to_use` says *"Do not use at Tool scope with Block or Filter action if the tool requires
89
+ PII to function (e.g., a SendEmail tool needs the recipient email address)"*; blocking breaks the tool.
90
+ - `pii_detection` with `Log` at **Agent** / **Llm** scope — Log there does **not** prevent PII from entering or
91
+ reaching the LLM (recommend the blocking action the catalog example uses).
92
+
93
+ In the description, name the catalog-recommended action for that scope. Severity is `judgment` — a guardrail
94
+ that breaks the agent or leaves a security gap can be Critical; a milder ineffectiveness is Warning/Info.
95
+
96
+ ### Relevance Check → `LC_GUARDRAIL_MISAPPLIED`
97
+
98
+ Establish the agent's real context (system prompt, `inputSchema`, `outputSchema`, tool resources). Read the
99
+ catalog entry's `when_not_to_use` / `NOT_recommended_for`. Emit when the agent matches a disqualifying condition
100
+ — the guardrail doesn't belong on this agent. Example: a generate-only agent with no user input carrying a PII
101
+ guardrail (PII `pattern_a`: the agent's PII output is the intended product; the guardrail adds no protection and
102
+ may block legitimate output). Cite the matched `when_not_to_use` clause in the description.
103
+
104
+ ---
105
+
106
+ ## Recommend Mode — missing guardrails (findings are Info recommendations)
107
+
108
+ Reuse the recommend capability's reasoning, but emit findings instead of writing config. **All missing-guardrail
109
+ recommendations use one rule_id — `LC_GUARDRAIL_RECOMMENDED` (Info)** — emitted **once per missing guardrail**,
110
+ with the specifics in the **message**.
111
+
112
+ ### R1 — Read agent context
113
+
114
+ From `agent.json`: system prompt text, `inputSchema` / `outputSchema` property names + descriptions, tool
115
+ resource names + descriptions (`resources/`), and the existing `guardrails[]` (to avoid recommending what's
116
+ already there).
117
+
118
+ ### R2 — Catalog-driven analysis
119
+
120
+ For each catalog entry, read `when_to_use`, `use_cases`, `description`, `security_risk_addressed`, and reason:
121
+ does the agent's purpose / data / threat model match? Read `when_not_to_use` and skip the entry if the agent
122
+ matches a disqualifying condition. Cross-reference the Step 0 status lookup — only recommend `Available`
123
+ validators (mention `Unauthorised` ones so the user can ask their admin; skip ones absent from the list).
124
+
125
+ ### R3 — De-duplicate by `security_category`
126
+
127
+ Group matched candidates by `security_category` + scope + stage. For a group with more than one candidate, drop
128
+ catalog-deprecated entries, keep the single best fit, and mention the alternative in the message. Derive grouping
129
+ and deprecation from the catalog's own fields — do not hardcode validator names.
130
+
131
+ ### R4 — Recommended scope (block as early as possible)
132
+
133
+ Recommend the outermost PRE scope the validator's `AllowedScopes` permits for input protection (**Agent** > Llm
134
+ > Tool), Agent · POST for output protection, Tool scope only for a genuinely tool-specific concern.
135
+
136
+ ### R5 — Recommended action (the protection-vs-audit signal)
137
+
138
+ Default to the catalog example's `action_type`, and state which of the two the recommendation is:
139
+
140
+ - **block / escalate — protection really needed:** security-critical use cases (PII that must not enter,
141
+ prompt-injection / jailbreak on free-text input, harmful content / IP on generated output). Recommend a
142
+ blocking/escalating guardrail; say so plainly.
143
+ - **log — audit only:** a tool legitimately handles sensitive data, or the user wants observe-first. Recommend a
144
+ Tool-scope **log** guardrail for an audit trail — **not** a block that would break the tool.
145
+
146
+ ### Emit the finding
147
+
148
+ One `LC_GUARDRAIL_RECOMMENDED` (Info) per missing guardrail. The message must carry: which guardrail /
149
+ `security_category`, why (the matched `when_to_use` / `use_cases` item or the data flow), the recommended scope,
150
+ and the recommended action with the protection-vs-audit signal. Cite the catalog's `examples[].config` in the
151
+ fix. Examples:
152
+
153
+ - *"Recommend a PII-detection guardrail at Agent scope with a **block** action — the input schema carries
154
+ `customer_email` / `ssn` (data_privacy); blocking at Agent · PRE stops unexpected PII before the LLM.
155
+ Protection needed: block."*
156
+ - *"Recommend a Tool-scope **log** guardrail on `SendCustomerEmail` for an audit trail — the tool legitimately
157
+ handles the recipient email; use log (not block) so the tool keeps working. Audit only."*
158
+
159
+ **Validator-name caution (carry over from the catalog/registry note):** do NOT name a platform-documented
160
+ validator (`harmful_content`, `intellectual_property`, `user_prompt_attacks`) unless it is already present in the
161
+ project's config — phrase generically (e.g. "an appropriate content-safety guardrail supported by this agent
162
+ layout"). `pii_detection` and `prompt_injection` are SDK-confirmed and may be named.
163
+
164
+ ---
165
+
166
+ ## Report
167
+
168
+ Merge findings into the Step 5 "Rule Findings" subsection (SKILL.md Step 2.5b), canonical line format:
169
+
170
+ ```
171
+ [<prefix><n>] `<rule_id>` — <file> — <message>. Fix: <suggested_fix>.
172
+ ```
173
+
174
+ - Recommendations (`LC_GUARDRAIL_RECOMMENDED`) → **`I-D-` (Info)** — the lowest grade; they are improvements, not
175
+ failures. The action signal (block/escalate vs log) lives in the message, not the severity.
176
+ - Defects (`LC_GUARDRAIL_ACTION_INEFFECTIVE`, `LC_GUARDRAIL_MISAPPLIED`) → the `judgment` band; pick
177
+ Critical/Warning/Info by impact and show the reasoning.
178
+ - `file` = `agent.json` (or the normalized JSON); `element` = the guardrail name (defects) or the
179
+ `security_category` (recommendations).
180
+
181
+ ---
182
+
183
+ ## Critical Rules
184
+
185
+ 1. **Run after `uip agent review` (Step 2.5a)** and only on format-valid guardrails — never double-flag a
186
+ `GUARDRAIL_*` format finding.
187
+ 2. **Catalog-driven, not hardcoded** — every audit verdict and recommendation cites a catalog field
188
+ (`when_not_to_use`, `when_to_use` / `use_cases`, `examples[].config.action_type`).
189
+ 3. **Catalog unavailable → defer Audit Mode** (Rules Skipped), keep Recommend Mode's `agent.json`-only detection
190
+ with generic wording. Never guess effectiveness/relevance without the catalog.
191
+ 4. **Recommendations are one Info rule** (`LC_GUARDRAIL_RECOMMENDED`), one finding per missing guardrail, details
192
+ in the message; signal **block/escalate** (protection) vs **log** (audit).
193
+ 5. **Never silently downgrade block → log** — a security-critical guardrail at `log` is a defect
194
+ (`LC_GUARDRAIL_ACTION_INEFFECTIVE`), not an acceptable choice, unless the catalog/agent shows a stated reason.
195
+ 6. **Do not name platform-documented validators** (`harmful_content` / `intellectual_property` /
196
+ `user_prompt_attacks`) unless already present — phrase generically. `pii_detection` / `prompt_injection` may
197
+ be named.
198
+ 7. **Review only** — emit findings; never write guardrails, fix `agent.json`, or run `uip agent validate`.
@@ -105,6 +105,8 @@ Verify that the solution has proper environment isolation for safe deployment.
105
105
 
106
106
  Score each principle on a 1-5 scale. Report scores in the review.
107
107
 
108
+ > Score these six principles for any project type to inform the optimization review (Step 4). For **agent projects**, their average is also the primary input to **G_jud**, the non-deterministic half of the Step 4.5 agent letter grade — the average maps to a base letter (`4.5–5.0`→A … `1.0–1.49`→F); see [agent-grading-rubric.md](agents/agent-grading-rubric.md). Exclude a principle only when it genuinely does not apply (e.g. queue-style Scalability for a single agent) and state the exclusion. Score honestly — for agents, a generous score here inflates the grade.
109
+
108
110
  ### Modularity (1-5)
109
111
 
110
112
  | Score | Criteria |
@@ -312,6 +312,7 @@ The review report follows a fixed markdown structure. Produce it in chat — do
312
312
 
313
313
  ### Summary
314
314
  - **Overall Quality:** Good / Needs Improvement / Critical Issues
315
+ - **Agent Grade:** <A–F> — <verdict label> (<binding constraint>) — *agent projects only; see SKILL.md Step 4.5 + [agent-grading-rubric.md](agents/agent-grading-rubric.md). Omit if no agent projects.*
315
316
  - **Business Value:** <1-2 sentence description of what this solution does>
316
317
  - **Project Types Found:** <list with counts>
317
318
  - **Validation Status:** <pass/fail per project>
@@ -342,10 +343,11 @@ The review report follows a fixed markdown structure. Produce it in chat — do
342
343
  2. [I-002] ...
343
344
 
344
345
  ### Per-Project Summary
345
- | Project | Type | Validation | Quality | Key Findings |
346
- |---|---|---|---|---|
347
- | ProjectA | RPA (Coded) | Pass | Good | W-001 |
348
- | ProjectB | Flow | 2 errors | Needs Work | C-001, W-002 |
346
+ | Project | Type | Validation | Quality | Grade | Key Findings |
347
+ |---|---|---|---|---|---|
348
+ | ClassifierAgent | Agent (Coded) | Pass | Good | B | W-D-002 |
349
+ | ProjectA | RPA (Coded) | Pass | Good | — | W-001 |
350
+ | ProjectB | Flow | 2 errors | Critical Issues | — | C-001, W-002 |
349
351
 
350
352
  ### Recommended Next Steps
351
353
  1. Fix [C-001] using `uipath-rpa` skill
@@ -358,11 +360,13 @@ The review report follows a fixed markdown structure. Produce it in chat — do
358
360
  - Transaction handling: <observation and recommendation>
359
361
  ```
360
362
 
361
- **Overall Quality determination:**
363
+ **Overall Quality determination** (all project types):
362
364
  - **Good** — 0 Critical findings, 0-3 Warnings
363
365
  - **Needs Improvement** — 0 Critical findings, 4+ Warnings OR 1 Critical with clear fix
364
366
  - **Critical Issues** — 2+ Critical findings OR 1 Critical with security implications
365
367
 
368
+ **Agent Grade** (agent projects only): the A–F letter is `min(G_det, G_jud)` computed in SKILL.md Step 4.5 — full rubric, bands, edge cases, and worked examples in [agent-grading-rubric.md](agents/agent-grading-rubric.md). It maps to the same verdict labels (A/B = Good, C/D = Needs Improvement, F = Critical Issues). Non-agent projects carry the Quality verdict only (grading for RPA / flows / coded apps is a future phase).
369
+
366
370
  ## Optimization Evaluation Framework
367
371
 
368
372
  ### When to Recommend Queues
@@ -29,7 +29,7 @@ Parse the JSON. Findings live under `Data.Issues[]`; each issue is:
29
29
  }
30
30
  ```
31
31
 
32
- The response also carries `Data.Verdict` (PASS/FAIL), `Data.Score`, `Data.Grade`, and `Data.Stats` — report the verdict/score if useful, but the `Issues[]` are the findings. Carry each issue into the report **verbatim**; do not re-derive, rename, or re-rank. These `RuleId`s are authoritative as the CLI emits them and are **not** duplicated in the skill catalog.
32
+ The response also carries `Data.Verdict` (PASS/FAIL), `Data.Score`, `Data.Grade`, and `Data.Stats` — report the verdict/score if useful, but the `Issues[]` are the findings. `Data.Grade` is also consumed as **G_det**, the deterministic half of the Step 4.5 agent letter grade (read it from here, never recompute) — see [agents/agent-grading-rubric.md](agents/agent-grading-rubric.md). Carry each issue into the report **verbatim**; do not re-derive, rename, or re-rank. These `RuleId`s are authoritative as the CLI emits them and are **not** duplicated in the skill catalog.
33
33
 
34
34
  If the review command is unavailable (CLI not installed, or a version without `agent review` / `codedagent review`), record one line in the report's "Rules Skipped" subsection with `reason: "uip agent review / codedagent review CLI not available"`, then continue with 2.5b.
35
35
 
@@ -53,10 +53,10 @@ Maps project signals to the judgment catalog files that must be loaded. Extend t
53
53
 
54
54
  | Signals present | Project type | Catalog files |
55
55
  |---|---|---|
56
- | `agent.json` AND no `main.py` AND no `pyproject.toml` | Agent (low-code) | `agents/agents-common-rules.md` + `agents/agents-lowcode-rules.md` |
56
+ | `agent.json` AND no `main.py` AND no `pyproject.toml` | Agent (low-code) | `agents/agents-common-rules.md` + `agents/agents-lowcode-rules.md` (+ `agents/guardrails/guardrails-review.md` when `guardrails[]` is present or a guardrail use case matches — see Step 2.5b item 3) |
57
57
  | `pyproject.toml` + `main.py` + any framework config (`langgraph.json` / `llama_index.json` / `openai_agents.json` / `google_adk.json` / `pydantic_ai.json` / `agent_framework.json`) | Agent (coded) | `agents/agents-common-rules.md` + `agents/agents-coded-rules.md` |
58
58
  | `pyproject.toml` + `main.py` + `uipath.json[functions]` only (no framework config) | Agent (coded — Simple Function) | same as Agent (coded) |
59
- | `agent.json` + `pyproject.toml` + `main.py` (agent-builder coded layout) | Agent (low-code + coded) | all three: common + lowcode + coded; tag each finding with its source file |
59
+ | `agent.json` + `pyproject.toml` + `main.py` (agent-builder coded layout) | Agent (low-code + coded) | all three: common + lowcode + coded; tag each finding with its source file; also `agents/guardrails/guardrails-review.md` for the `agent.json` guardrails |
60
60
  | `project.json` + `.xaml` / `.cs` | RPA | *(phase 2 — catalog not yet authored)* |
61
61
  | `*.flow` + `project.uiproj` with `ProjectType: "Flow"` | Flow | *(phase 2)* |
62
62
  | `.uipath/` or `app.config.json` | Coded App | *(phase 2)* |
@@ -39,11 +39,13 @@ Before doing any work, check if `.claude/rules/project-context.md` exists in the
39
39
  **If the file does NOT exist** → run the discovery flow below.
40
40
 
41
41
  **Discovery flow** (used for both missing and stale context):
42
- 1. Trigger the `uipath-project-discovery-agent` and wait for it to complete
42
+ 1. Spawn the project discovery agent and wait for it to complete. Its definition lives inside this skill at [`agents/uipath-project-discovery-agent.md`](agents/uipath-project-discovery-agent.md). Use whichever spawn mechanism your host supports:
43
+ - **Host registers plugin agents by name** (e.g., Claude Code) → trigger the registered `uipath-project-discovery-agent` agent.
44
+ - **Host only spawns its own predefined subagents** (e.g., UiPath Autopilot) → spawn a read-only subagent and pass it that file (relative to this skill) as its instructions / custom skill.
43
45
  2. The agent returns the generated context document as its response
44
46
  3. Write the returned content to **both**:
45
47
  - `.claude/rules/project-context.md` (create `.claude/rules/` directory if needed) — auto-loaded by Claude Code in future sessions
46
- - `AGENTS.md` at project root — read by UiPath Autopilot in Studio Desktop. If `AGENTS.md` already exists, look for `<!-- PROJECT-CONTEXT:START -->` / `<!-- PROJECT-CONTEXT:END -->` markers and replace only between them; if no markers exist, append the fenced block at the end
48
+ - `AGENTS.md` at project root — the shared cross-agent context convention (read by UiPath Autopilot in Studio Desktop and other AGENTS.md-aware hosts). If `AGENTS.md` already exists, look for `<!-- PROJECT-CONTEXT:START -->` / `<!-- PROJECT-CONTEXT:END -->` markers and replace only between them; if no markers exist, append the fenced block at the end
47
49
  4. Then proceed with the skill workflow
48
50
 
49
51
  ## Step 0: Resolve PROJECT_DIR
@@ -92,8 +94,6 @@ If target configuration is unavailable, fall back to the documented UIA indicati
92
94
 
93
95
  The full prohibited-tool list, the UIA-only exploration requirement, and the `InvokeJS`/`InjectJsScript` exception scope are in [ui-automation-guide.md](references/ui-automation-guide.md) § Mandatory: Generate Targets Before Writing Any UI Code — read it in full per Rule 7 before any UIA work.
94
96
 
95
- **Running a UIA workflow.** Use `uip rpa debug start` throughout development, not `run` — a debug session pauses on error and leaves the UI state inspectable. During capture, advance app state with the UIA interact CLI, never `run` (a finishing `run` can close the target app). Switch to `run --skip-build` only as the final, non-interactive smoke test once the workflow is stable and `build` has passed. The full procedure — window baseline → `debug start` → cancel → window diff → selector-failure recovery — is in [ui-automation-guide.md](references/ui-automation-guide.md) § Running UI Automation Workflows.
96
-
97
97
  ### Placeholder-Selector Stub Pattern (when live app access is unavailable)
98
98
 
99
99
  When generating a UI automation workflow **without** live app access (target capture cannot be run because the app is not installed, the agent has no UI, or the user explicitly deferred capture to a developer), emit **real UIA activities with placeholder selectors and `TODO Indicate` markers** — never `Log` stubs.
@@ -199,6 +199,10 @@ uip rpa activities find --query log --output json > /dev/null 2>&1 &
199
199
  - "Feels expensive", "many tool calls used", "natural pause point", "partial result looks usable", and "too complex to continue in one session" are **NOT** Stop conditions. Only the concrete hard blockers in the plan's `Stop conditions` section count.
200
200
  - Plan decisions already made are authoritative. Do not `AskUserQuestion` about structure, file count, selector strategy, or capture approach when the plan specifies them — those questions belonged to the planner.
201
201
 
202
+ ### Error Handling (Both Modes)
203
+
204
+ **Wrap external interactions (UI, file, network, DB) in Try/Catch and classify failures — `BusinessRuleException` for bad input data (no retry; needs a human), system exceptions for transient faults (retry then escalate).** Don't blanket-wrap pure logic, don't leave a Catch empty, and `Rethrow` (never `Throw New Exception(ex.Message)`) to preserve the stack trace. For exception taxonomy, Retry Scope count/interval semantics, ContinueOnError suppression, screenshot-on-error, the Global Exception Handler recipe (scaffold + `project.json` registration + verdict logic), and the resilience patterns — recovering to a known app state before retrying, per-item transaction boundaries, idempotent/compensating writes to avoid **duplicate creates** and partial writes, sensitive-data redaction, and **retry ownership** across queue/Retry-Scope/GEH/job layers — read [references/error-handling-guide.md](references/error-handling-guide.md) in full before adding resilience to a workflow.
205
+
202
206
  ### Call Batching (Both Modes)
203
207
 
204
208
  **Batch independent tool calls into one assistant message — minimize model round-trips.** Two points in a new-project build serialize needlessly by default; collapse each into a single message.
@@ -234,7 +238,7 @@ uip rpa activities find --query log --output json > /dev/null 2>&1 &
234
238
  17. **[XAML] MUST understand project structure** — read `project.json`, check expression language, scan existing patterns. NEVER generate XAML blind.
235
239
  18. **[XAML] Start minimal, iterate to correct** — build one activity at a time, validate after each addition.
236
240
  19. **[XAML] Fix errors by category** — Package → Structure → Type → Activity Properties → Logic.
237
- 20. **[XAML] ViewState handling depends on the operation.** When editing existing files, do NOT modify ViewState on nodes you are not changing. When generating new Flowchart/StateMachine/ProcessDiagram workflows, generate ViewState for each node (see [canvas-layout-guide.md](references/xaml/canvas-layout-guide.md)). For Sequences, ViewState is optional.
241
+ 20. **[XAML] Flowchart node structure + ViewState both decide whether a Flowchart renders.** **Structure first:** every `FlowStep`/`FlowDecision`/`FlowSwitch` MUST be a direct child of `<Flowchart>` (only direct children are added to the `Flowchart.Nodes` collection), wired through `Flowchart.StartNode`/`FlowStep.Next`/branches with `<x:Reference>`+`x:Name`. NEVER build the flow as a nested chain — one `FlowStep` physically nested inside the previous one's `<FlowStep.Next>` — because nested-only steps are absent from `Flowchart.Nodes` and the designer renders almost nothing, regardless of ViewState. **Then ViewState:** when generating new Flowchart/StateMachine/ProcessDiagram workflows, per-node ViewState is MANDATORY — `ShapeLocation`+`ShapeSize` on every node (`ConnectorLocation` optional, Studio auto-routes). Without it Studio stacks every node at (0,0) so they overlap into what looks like a single node, and Studio does NOT auto-arrange on open (see [canvas-layout-guide.md](references/xaml/canvas-layout-guide.md)). When editing existing files, do NOT modify ViewState on nodes you are not changing. For Sequences, ViewState is optional.
238
242
  21. **[XAML] Reading `<Activity>.md` from `{PROJECT_DIR}/.local/docs/packages/...` is a precondition for `activities get-default-xaml` — for every activity not on the common-activity card.**
239
243
  - **Card-listed activities:** check [references/common-activity-card.md](references/common-activity-card.md) first; if the activity is on the card, author from the card entry alone — skip `activities find`, skip `activities get-default-xaml`, skip the per-activity MD read.
240
244
  - **All other activities:** (1) `activities find` → class name, (2) **read `<Activity>.md` first** and extract a property checklist (required + use-case-relevant), (3) `activities get-default-xaml` → starter element, (4) **diff your checklist against the starter and add what's missing** — an empty checklist means you skipped step 2, go back.
@@ -263,14 +267,19 @@ uip rpa activities find --query log --output json > /dev/null 2>&1 &
263
267
  | **Use mock testing** | XAML | [testing-guide.md § Mock Testing (WIP)](references/testing-guide.md) — requires CLI command not yet available |
264
268
  | **Use XAML test activities** | XAML | [testing-guide.md § XAML Test Activities](references/testing-guide.md) |
265
269
  | **Use execution templates** | XAML | [testing-guide.md § Execution Templates](references/testing-guide.md) |
270
+ | **Set up Test Manager for the project** (server URL + default project) | Both | [cli-reference.md § Test Manager](references/cli-reference.md) — `uip rpa tm connect` / `set-default-project` |
266
271
  | **Create/edit XAML workflow** | XAML | [xaml/workflow-guide.md](references/xaml/workflow-guide.md) → [xaml/xaml-basics-and-rules.md](references/xaml/xaml-basics-and-rules.md) |
272
+ | **Add error handling / resilience** (Try/Catch, Retry Scope, BusinessRuleException, ContinueOnError, screenshot-on-error, Global Exception Handler, recover app state, transaction boundary, idempotency / avoid duplicate creates, queue vs local retry ownership) | Both | [error-handling-guide.md](references/error-handling-guide.md) |
267
273
  | **Use a common activity** (`Sequence` / `If` / `Switch<T>` / `TryCatch` / `While` / `DoWhile` / `ForEach<T>` / `Assign` / `LogMessage` / `WriteLine` / `Delay` / `Throw` / `Rethrow`) | XAML | [common-activity-card.md](references/common-activity-card.md) |
268
- | **Create Flowchart/StateMachine** | XAML | [xaml/workflow-guide.md](references/xaml/workflow-guide.md) → [xaml/canvas-layout-guide.md](references/xaml/canvas-layout-guide.md) |
274
+ | **Create/edit Flowchart** | XAML | [xaml/flowchart-guide.md](references/xaml/flowchart-guide.md) → [xaml/canvas-layout-guide.md](references/xaml/canvas-layout-guide.md) |
275
+ | **Create StateMachine** | XAML | [xaml/workflow-guide.md](references/xaml/workflow-guide.md) → [xaml/canvas-layout-guide.md](references/xaml/canvas-layout-guide.md) |
269
276
  | **Create/edit Long Running Workflow (ProcessDiagram)** | XAML | [xaml/long-running-workflow-guide.md](references/xaml/long-running-workflow-guide.md) → [xaml/canvas-layout-guide.md](references/xaml/canvas-layout-guide.md) |
270
277
  | **Write UI automation** | Both | [ui-automation-guide.md](references/ui-automation-guide.md) → [uia-configure-target-workflows.md](references/uia-configure-target-workflows.md) |
271
278
  | **Build multi-screen UIA XAML workflow** | XAML | [ui-automation-guide.md](references/ui-automation-guide.md) → [uia-configure-target-workflows.md § Multi-Step UI Flows](references/uia-configure-target-workflows.md) |
272
279
  | **Share Object Repository selectors across projects (UI Library)** | Both | [ui-automation-guide.md § Object Repository as a Published UI Library](references/ui-automation-guide.md) |
280
+ | **Drive a captured control** (date inputs, native vs custom dropdowns, buttons disabled during async) | Both | [ui-automation-guide.md § Control-Specific Interaction Patterns](references/ui-automation-guide.md) → [uia-elements-interaction-guide.md](references/uia-elements-interaction-guide.md) |
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  | **Use Excel/Word/Mail/etc.** | Both | Service table below → `.local/docs/packages/{PackageId}/` → fallback: `references/activity-docs/{PackageId}/{closest}/` |
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+ | **Manipulate data (DataTable/LINQ, strings, RegEx, DateTime, collections, JSON)** | Both | [data-manipulation-guide.md](references/data-manipulation-guide.md) |
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  | **Use Data Fabric entities** | XAML | [xaml/workflow-guide.md](references/xaml/workflow-guide.md) → [activity-docs overview](references/activity-docs/UiPath.DataService.Activities/overview.md) |
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  | **Query Data Fabric with filters** | XAML | [data-service-filter-builder-guide.md](references/activity-docs/UiPath.DataService.Activities/guides/data-service-filter-builder-guide.md) → [QueryEntityRecords](references/activity-docs/UiPath.DataService.Activities/activities/QueryEntityRecords.md) |
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  | **Call an IS connector (coded)** | Coded | [coded/integration-service-guide.md](references/coded/integration-service-guide.md) |
@@ -387,9 +396,12 @@ The XAML file anatomy template (namespace declarations, root Activity element, b
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  - [xaml/xaml-basics-and-rules.md](references/xaml/xaml-basics-and-rules.md) — XAML anatomy, safety rules, editing operations (read before any XAML work)
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  - [xaml/common-pitfalls.md](references/xaml/common-pitfalls.md) — Activity gotchas, scope requirements, property conflicts
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+ - [data-manipulation-guide.md](references/data-manipulation-guide.md) — DataTable LINQ (filter/sort/group/join/diff), strings, RegEx, DateTime, type conversion, collections, JSON; VB + C# forms
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+ - [error-handling-guide.md](references/error-handling-guide.md) — Modern-mode error handling & resilience: exception taxonomy, Try/Catch discipline, Retry Scope, ContinueOnError, Throw/Rethrow, screenshot-on-error, Global Exception Handler (scaffold + registration + verdict logic), state recovery before retry, transaction boundaries, idempotent/compensating writes (duplicate-create safety), sensitive-data redaction, and retry ownership across layers
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  - [reframework-guide.md](references/reframework-guide.md) — REFramework execution modes, SetTransactionStatus queue-guard fix, Config.xlsx leftover trap
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  - [xaml/csharp-activity-binding-guide.md](references/xaml/csharp-activity-binding-guide.md) — Canonical C# binding forms per common activity property (LogMessage, GetText, StartProcess, …) — flat lookup table + recipes
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  - [xaml/csharp-expression-pitfalls.md](references/xaml/csharp-expression-pitfalls.md) — C#-specific expression failures (attribute-form VB JIT, ThrowIfNotInTree, OutArgument parse errors)
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+ - [xaml/flowchart-guide.md](references/xaml/flowchart-guide.md) — Flowchart node vocabulary, structure & wiring, node registration, forbidden nested-chain pattern, condition expressions
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  - [xaml/canvas-layout-guide.md](references/xaml/canvas-layout-guide.md) — Flowchart, State Machine, and Long Running Workflow canvas layout with ViewState
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  - [xaml/long-running-workflow-guide.md](references/xaml/long-running-workflow-guide.md) — LRW package dependency, node vocabulary, gateway patterns, suspend/resume persistence
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  - [xaml/jit-custom-types-schema.md](references/xaml/jit-custom-types-schema.md) — JIT custom type discovery