docs(uipath-maestro-flow): add IxP extraction plugin by joe-prosser · Pull Request #515 · UiPath/skills

joe-prosser · 2026-05-01T16:20:33Z

Summary

New plugin under references/plugins/ixp/ for IxP document-extraction nodes (PDFs, invoices, receipts, contracts, forms). Adds planning.md, impl.md, a self-check.py, parent-skill registration, CODEOWNERS, and 7 test scenarios.

What changed

New plugin: planning.md, impl.md (sanitization, discovery, listing, build procedure, 6 numbered authoring rules, self-check, output-access path, mock fallback, debug table), self-check.py (canonical) + logically-equivalent heredoc in impl.md.
Parent skill registration: SKILL.md description, When-to-Use bullet, Reference Navigation + Plugin Index rows, Critical Rule 14 link. planning-arch.md resource-node table + ports + decision branch. planning-impl.md "context-dispatched, no bindings" subsection.
Tests (tests/tasks/uipath-maestro-flow/single_node/ixp/): activation (6 rows), activation_listing (3 rows, asserts no .flow written), activation_negative (3 rows, asserts no uipath.ixp.* node lands), smoke_01/smoke_02, integration_handle_routing (canonical Fields.find path), e2e_01 (SharePoint→IxP→HTTP), e2e_02 (10-row per-domain project selection).
CODEOWNERS: 8-owner block for the plugin dir + matching test dir.

bai-uipath · 2026-05-04T17:50:08Z

+
+The `definitions[]` entry is copied verbatim from `registry get` (`Data.Node`). Critical Rule #7 applies unchanged.
+
+### Self-check before `uip maestro flow validate`


should this be part of uip maestro flow validate as a per-node-type hook?

Ideally, yes we should have that Bai.

Thanks - Submitted PR here: https://github.com/UiPath/cli/pull/1866

bai-uipath · 2026-05-04T17:51:35Z

+>
+> The Authoring rules above are the source of truth for the instance contract. The registry's `inputDefinition.properties` is **not** a license to override them: it is the schema of the property catalog (current keys only — `digitizationMode`, `documentTaxonomy`, `attachmentId`, `fileName`, `mimeType` are NOT returned by `registry get`). If a forbidden field appears in your `inputs`, you put it there from training-data recall, not from the registry response.
+
+```bash


this validation logic shouldn't be part of the skill - the agent just needs to run the validation script not produce it. Or better move it into the flow validate command.

Will replace with https://github.com/UiPath/cli/pull/1866

bai-uipath · 2026-05-04T17:56:49Z

+        echo "no .flow file under ../.." >&2
+        exit 1
+      fi
+      python3 - "$f" <<'PY'


is this duplicating the self check script again?

Will replace with https://github.com/UiPath/cli/pull/1866

bai-uipath · 2026-05-04T18:00:44Z

@@ -0,0 +1,114 @@
+task_id: skill-flow-ixp-activation


the current file structure is misleading because they're all under single_node but are not actually. Let's put them all under uipath-maestro-flow/ixp.

bai-uipath · 2026-05-04T18:07:10Z

+
+dataset:
+  rows:
+    - id: aviation


This PR currently adds a very large number of test cases (26 in total) which will substantially increase the cost and time of the daily run (currently there are 54 test cases in the whole flow project). Let's avoid multiple similar tests as much as possible.

rockymadden · 2026-05-04T20:43:11Z

 ---
 name: uipath-maestro-flow
-description: "UiPath Maestro Flow (.flow) — read, edit, author, debug. `uip` CLI: nodes, edges, subflows, scripts, variables, triggers, End nodes, registry. For C#/XAML→uipath-rpa. For agents→uipath-agents."
+description: "UiPath Maestro Flow (.flow) — read, edit, author, debug. `uip` CLI: nodes, edges, subflows, scripts, variables, triggers, End nodes, registry, IxP document extraction (PDFs, invoices, receipts, forms). For C#/XAML→uipath-rpa. For agents→uipath-agents."


Rebase should show a conflict. I could see adding a keyword to it, but we should be mindful of our character limits and what keywords we want this skill to trigger for -- which are more likely centered around flow keywords. Open to adding a few if we can spare the chars :)

thanks - rebased and shortened insertion; finding activation is flakey without it

rockymadden · 2026-05-04T20:44:18Z

+  Smoke: minimal scaffold — manual trigger → IxP extract → script (logs "ok")
+  → validate. Tests that the agent picks the IxP plugin, authors a single
+  extraction node via Direct JSON, and produces a flow that passes
+  `uip maestro flow validate`.


Missing task timeout.

rockymadden · 2026-05-04T20:44:28Z

+
+  Validate-only: no `uip maestro flow debug`.
+
+tags: [uipath-maestro-flow, smoke, lifecycle:generate, shape:multi-node, node:ixp]


Missing task timeout.

- Move IxP test suite from single_node/ixp/ to ixp/ (matches uipath-data-fabric layout; the suite contains multi-node and e2e flows that don't belong under single_node). - Replace impl.md self-check heredoc with a single invocation of the canonical self-check.py (the heredoc duplicated the script logic). - Trim activation/listing/negative test rows (6/3/3 to 2/1/1) to reduce daily-run cost. - Add task_timeout: 600 to smoke_01 and smoke_02. - Trim SKILL.md description: drop "document" and "receipts" to free flow-keyword tokens. - Update CODEOWNERS path to match the new test dir.

- Drop 8 of 10 dataset rows (kept aviation, birth-certificate); shrink the case statement to match. - Replace the inline self-check Python with a call to the canonical self-check.py shipped alongside impl.md.

Delete `self-check.py` and the "Self-check before uip maestro flow validate" section in `impl.md`. The rules now run inside `uip maestro flow validate` via the new `ixpNodeValidator` (UiPath/cli#1866). Drops the corresponding `run_command` stanza from `e2e_02_project_selection.yaml`.

UiPath/cli#1866's `ixpNodeValidator` emits self-contained error messages with `path` like `nodes[<nodeId>].inputs.model` (not "Rule #1 ..."), so the impl.md callout was misdescribing what an agent will see when `flow validate` fails on an IxP node.

github-actions · 2026-05-06T16:05:53Z

Claude finished @joe-prosser's task in 4m 31s —— View job

Coder-eval task lint (advisory)

8 task YAMLs changed; verdicts: 0 Critical, 0 High, 0 Medium, 2 Low, 6 OK. One theme at Medium (validate-only e2e/integration). This check is advisory and never blocks merge.

Rubric: .claude/commands/lint-task.md.

Evidence of passing run

❌ High — PR body does not claim the changed tasks have been run and passed. Please consider editing the PR description to add a line like:

Ran skill-flow-ixp-activation (and other changed task IDs) locally and they passed.

Per-task lint

`tests/tasks/uipath-maestro-flow/ixp/activation.yaml` — verdict: OK

`tests/tasks/uipath-maestro-flow/ixp/activation_listing.yaml` — verdict: OK

`tests/tasks/uipath-maestro-flow/ixp/activation_negative.yaml` — verdict: OK

`tests/tasks/uipath-maestro-flow/ixp/e2e_01_invoice_extraction_greenfield.yaml` — verdict: Low (theme-captured; see Theme 1)

`tests/tasks/uipath-maestro-flow/ixp/e2e_02_project_selection.yaml` — verdict: Low (theme-captured; see Theme 1)

`tests/tasks/uipath-maestro-flow/ixp/integration_handle_routing.yaml` — verdict: OK (theme-captured; see Theme 1)

`tests/tasks/uipath-maestro-flow/ixp/smoke_01_scaffold_minimal.yaml` — verdict: OK

`tests/tasks/uipath-maestro-flow/ixp/smoke_02_scaffold_multinode.yaml` — verdict: OK

Within-PR duplicates

No duplicate clusters detected. The 8 tasks cover distinct aspects: 3 activation variants (positive/listing/negative), 2 smoke tiers (minimal scaffold vs fan-out wiring), 2 e2e tiers (greenfield multi-node vs per-domain model selection), and 1 integration (Decision routing from IxP output). Prompts in activation.yaml row invoice-extraction and e2e_01 share similar invoice-processing phrasing but differ in test depth (activation checks skill-triggering only; e2e validates flow structure and content).

Themes

Theme 1 (Medium): Validate-only flow tests without flow debug — e2e_01, e2e_02, integration_handle_routing are all tagged e2e or integration but include no command_executed matching flow\s+debug. All three document the rationale in their description field (IxP runtime + connectors require a tenant deployment CI doesn't have), which triggers the description-rationale carve-out and downgrades each by one level (e2e: High→Medium→Low after theme downgrade; integration: Medium→Low→OK after theme downgrade). This is a known constraint of the IxP sandbox — the tests verify offline structural correctness only. Consider adding a flow debug step if/when a CI tenant with published IxP projects becomes available.

Conclusion

⚠ 2 task(s) have issues at Low (theme-downgraded from Medium), plus 1 theme at Medium severity. Evidence of passing run is missing from the PR body. Advisory only — not blocking merge.

joe-prosser · 2026-05-06T16:05:55Z

Addressed review comments:

Self-check moved into uip maestro flow validate — new per-node ixpNodeValidator in UiPath/cli#1866. self-check.py + the matching impl.md section are deleted; held until the CLI PR ships in a release.
e2e_02 inline self-check Python deduplicated — replaced with a self-check.py invocation, then dropped entirely once the CLI PR took over.
Tests moved from tests/tasks/uipath-maestro-flow/single_node/ixp/ → tests/tasks/uipath-maestro-flow/ixp/. CODEOWNERS updated.
Test Row count trimmed 26 → 10 — activation 6→2, listing 3→1, negative 3→1, e2e_02 10→2. Smokes / integration / e2e_01 unchanged.
task_timeout: 600 added to smoke_01 and smoke_02.
SKILL.md description trimmed — dropped document and receipts to free flow-keyword tokens.

…low-add-ixp-plugin # Conflicts: # skills/uipath-maestro-flow/SKILL.md # skills/uipath-maestro-flow/references/author/CAPABILITY.md

rockymadden · 2026-05-21T15:46:16Z

+```bash
+uip login status --output json                              # confirm auth — without login, tenant IxP nodes are hidden
+uip maestro flow registry pull --force
+uip maestro flow registry search "uipath.ixp" --output json


Agent might take the value literally.

That's fine - uipath.ixp is the standard prefix for all ixp nodes

rockymadden · 2026-05-21T15:47:57Z

+
+Rules for the listing path:
+
+- **Do NOT scaffold a solution, run `uip maestro flow init`, or write a `.flow` file.** Listing is read-only Q&A.


Some of these I understand but hope we can handle at high levels of the skill. Your call if you wish to keep for now.

I'd advocate for keeping initially - agree some could be generalized later

rockymadden · 2026-05-21T15:49:00Z

+- **Do NOT mock.** If `Data: []`, answer directly: no IxP models are published on this tenant. The `core.logic.mock` fallback is for build-time planning, not for listing-time Q&A.
+- **Do NOT log in for the user.** If `uip login status` shows logged-out, tell the user to run `uip login` and stop — listing without auth returns OOTB-only results and is misleading.
+- **Do NOT search by `"runtime"`, `"document extractor"`, `"extractor"`, or `"IXP"` (uppercase).** These return empty results or agent-tool variants — not extraction nodes. Use `"uipath.ixp"` (lowercase) only.
+- **Do NOT use `uip maestro flow process list` or any Orchestrator folder iteration.** `flow process list` enumerates *deployed flow process instances* (with `--folder-key`) — that is a different question. Listing published IxP models always goes through `registry search "uipath.ixp"`.


Not sure about the that is a different question.

rockymadden · 2026-05-21T15:49:31Z

+- **Do NOT log in for the user.** If `uip login status` shows logged-out, tell the user to run `uip login` and stop — listing without auth returns OOTB-only results and is misleading.
+- **Do NOT search by `"runtime"`, `"document extractor"`, `"extractor"`, or `"IXP"` (uppercase).** These return empty results or agent-tool variants — not extraction nodes. Use `"uipath.ixp"` (lowercase) only.
+- **Do NOT use `uip maestro flow process list` or any Orchestrator folder iteration.** `flow process list` enumerates *deployed flow process instances* (with `--folder-key`) — that is a different question. Listing published IxP models always goes through `registry search "uipath.ixp"`.
+- **Do NOT guess `uip maestro flow list-*` or `uip maestro ixp list-*` subcommands.** None exist. The CLI returns `unknown command 'list-...'` and there is no fallback path to pursue.


Have we seen this behavior? Curious how it would go down this route.

I've seen this when older instances of uip that do not have the uip ixp ... commands is installed

rockymadden · 2026-05-21T15:52:46Z

+Run this once and source every field below from the response:
+
+```bash
+uip maestro flow registry get "<nodeType>" --output json > /tmp/ixp-def.json


Are we sure about the literal value for the tmp file?

Thanks - will templitize

rockymadden · 2026-05-21T15:53:40Z

+{
+  "id": "extractInvoiceFields",
+  "type": "uipath.ixp.invoice-model.shared-invoice-model",
+  "typeVersion": "1.0.0",


We should templitize this value 1.0.0, we've been having issues when we do not. The agent will sometimes take as a literal value which is incorrect in practice.

Thanks - will update

…s/ixp/impl.md Co-authored-by: Rocky Madden <github@rockymadden.com>

joe-prosser requested review from akshaylive, bai-uipath, baishalighosh, gozhang2, jiyangzh, nikhil-maryala, rockymadden and tmatup as code owners May 1, 2026 16:20

joe-prosser self-assigned this May 1, 2026

joe-prosser force-pushed the docs/uipath-maestro-flow-add-ixp-plugin branch from 49e1957 to 9008c70 Compare May 1, 2026 16:36

uipreliga self-requested a review May 4, 2026 15:05

bai-uipath reviewed May 4, 2026

View reviewed changes

rockymadden reviewed May 4, 2026

View reviewed changes

joe-prosser added 5 commits May 6, 2026 16:54

docs(uipath-maestro-flow): add IxP extraction plugin

3d666be

test(uipath-maestro-flow): trim ixp e2e_02 rows and dedupe self-check

c416b8a

- Drop 8 of 10 dataset rows (kept aviation, birth-certificate); shrink the case statement to match. - Replace the inline self-check Python with a call to the canonical self-check.py shipped alongside impl.md.

joe-prosser force-pushed the docs/uipath-maestro-flow-add-ixp-plugin branch from 9008c70 to 596af4d Compare May 6, 2026 16:05

joe-prosser requested review from bai-uipath and rockymadden May 6, 2026 16:05

Merge remote-tracking branch 'origin/main' into docs/uipath-maestro-f…

44fdd63

…low-add-ixp-plugin # Conflicts: # skills/uipath-maestro-flow/SKILL.md # skills/uipath-maestro-flow/references/author/CAPABILITY.md

joe-prosser requested review from AlvinStanescu, RaduAna-Maria, dmetzgar, gabrielavaduva and marius-bughiu as code owners May 19, 2026 15:25

rockymadden reviewed May 21, 2026

View reviewed changes

joe-prosser and others added 2 commits May 22, 2026 13:07

Update skills/uipath-maestro-flow/references/author/references/plugin…

dbe3082

…s/ixp/impl.md Co-authored-by: Rocky Madden <github@rockymadden.com>

address pr feedback

27dc47c


		The `definitions[]` entry is copied verbatim from `registry get` (`Data.Node`). Critical Rule #7 applies unchanged.

		### Self-check before `uip maestro flow validate`


		Validate-only: no `uip maestro flow debug`.

		tags: [uipath-maestro-flow, smoke, lifecycle:generate, shape:multi-node, node:ixp]


		Rules for the listing path:

		- Do NOT scaffold a solution, run `uip maestro flow init`, or write a `.flow` file. Listing is read-only Q&A.

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joe-prosser commented May 1, 2026

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github-actions Bot commented May 6, 2026 • edited Loading Uh oh! There was an error while loading. Please reload this page.

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Coder-eval task lint (advisory)

Evidence of passing run

Per-task lint

tests/tasks/uipath-maestro-flow/ixp/activation.yaml — verdict: OK

tests/tasks/uipath-maestro-flow/ixp/activation_listing.yaml — verdict: OK

tests/tasks/uipath-maestro-flow/ixp/activation_negative.yaml — verdict: OK

tests/tasks/uipath-maestro-flow/ixp/e2e_01_invoice_extraction_greenfield.yaml — verdict: Low (theme-captured; see Theme 1)

tests/tasks/uipath-maestro-flow/ixp/e2e_02_project_selection.yaml — verdict: Low (theme-captured; see Theme 1)

tests/tasks/uipath-maestro-flow/ixp/integration_handle_routing.yaml — verdict: OK (theme-captured; see Theme 1)

tests/tasks/uipath-maestro-flow/ixp/smoke_01_scaffold_minimal.yaml — verdict: OK

tests/tasks/uipath-maestro-flow/ixp/smoke_02_scaffold_multinode.yaml — verdict: OK

Within-PR duplicates

Themes

Conclusion

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github-actions Bot commented May 6, 2026 •

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`tests/tasks/uipath-maestro-flow/ixp/activation.yaml` — verdict: OK

`tests/tasks/uipath-maestro-flow/ixp/activation_listing.yaml` — verdict: OK

`tests/tasks/uipath-maestro-flow/ixp/activation_negative.yaml` — verdict: OK

`tests/tasks/uipath-maestro-flow/ixp/e2e_01_invoice_extraction_greenfield.yaml` — verdict: Low (theme-captured; see Theme 1)

`tests/tasks/uipath-maestro-flow/ixp/e2e_02_project_selection.yaml` — verdict: Low (theme-captured; see Theme 1)

`tests/tasks/uipath-maestro-flow/ixp/integration_handle_routing.yaml` — verdict: OK (theme-captured; see Theme 1)

`tests/tasks/uipath-maestro-flow/ixp/smoke_01_scaffold_minimal.yaml` — verdict: OK

`tests/tasks/uipath-maestro-flow/ixp/smoke_02_scaffold_multinode.yaml` — verdict: OK