improvement(setup): complete knowledge and update flows

[TheodoreSpeaks]

Summary

• allow knowledge embedding setup from an unconfigured state and include it in quick/custom setup with OpenAI first
• add a non-destructive opt-out and preserve existing Helm embedding configuration
• add bun run sim update for safe Docker Compose image updates

Type of Change

• Bug fix
• Improvement

Testing

• bun run test:setup
• bun run type-check
• bun run lint
• block registry check against origin/staging
• bun run check:audits

Checklist

• Code follows project style guidelines
• Self-reviewed my changes
• Tests added/updated and passing
• No new warnings introduced
• I confirm that I have read and agree to the terms outlined in the Contributor License Agreement (CLA)

[vercel]

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Project	Deployment	Actions	Updated (UTC)
docs	Ready	Preview	Aug 11, 2026 2:02am

[cursor]

PR Summary

Medium Risk
Changes the self-host upgrade procedure and wizard env writes for embeddings; sim update only affects Compose but runs migrations on restart, so version pinning and backup practices still matter.

Overview
Adds bun run sim update as the documented Docker Compose upgrade path: it pulls images for docker-compose.prod.yml or rebuilds with --pull for docker-compose.local.yml, then runs compose up -d while keeping data volumes. Dev and Kubernetes installs get clear errors pointing to git/helm instead.

The setup wizard now prompts for knowledge embedding providers (OpenAI listed first) across compose, dev, and k8s flows—including quick setup—with a “Not now” opt-out so indexing can stay disabled. Capability setup supports no current provider (resolveCurrentCapabilitySetupOptionId may be undefined), and Helm setup re-applies existing embedding env before optional reconfiguration.

^{Reviewed by Cursor Bugbot for commit 072e884. Bugbot is set up for automated code reviews on this repo. Configure here.}

[greptile-apps]

Greptile Summary

The PR completes optional knowledge-embedding configuration across Compose, development, and Kubernetes setup flows, while preserving existing configuration when users defer setup. It also adds a Docker Compose update lifecycle command and documents the new upgrade workflow.

• Adds non-destructive optional embedding-provider prompts with OpenAI first.
• Preserves existing Helm embedding values during upgrades.
• Adds bun run sim update with pull behavior for published images and rebuild behavior for source installs.
• Extends setup and lifecycle tests for fresh embedding configuration and update-mode selection.

Confidence Score: 5/5

The PR appears safe to merge with no actionable defects identified in the changed setup or update flows.

Optional embedding setup preserves deferred and existing configurations, provider transitions are validated before persistence, and the Compose update command applies the appropriate pull or rebuild operation without removing data volumes.

Important Files Changed

Filename	Overview
scripts/setup/capability-setup.ts	Adds optional, non-destructive capability prompting and supports capabilities with no current configuration.
scripts/setup/steps.ts	Introduces the reusable optional knowledge-embedding setup step.
scripts/setup/modes/compose.ts	Integrates embedding configuration into both quick and custom Compose setup.
scripts/setup/modes/dev.ts	Integrates embedding configuration into local development setup and persists staged transitions.
scripts/setup/modes/k8s.ts	Preserves existing Helm embedding fields and applies optional provider changes during upgrades.
scripts/setup/lifecycle.ts	Adds Compose update behavior while retaining project identity and data volumes.
scripts/setup/lifecycle.test.ts	Covers lifecycle command recognition and published-versus-source update selection.
scripts/setup/steps.test.ts	Covers unconfigured knowledge embeddings and configuration from an empty state.
apps/docs/content/docs/en/platform/self-hosting/upgrades.mdx	Documents bun run sim update as the supported Docker Compose upgrade path.

Flowchart

%%{init: {'theme': 'neutral'}}%%
flowchart TD
  Setup[Run setup wizard] --> Mode{Install mode}
  Mode --> Compose[Docker Compose]
  Mode --> Dev[Local development]
  Mode --> K8s[Kubernetes]
  Compose --> Embeddings[Optional knowledge embedding setup]
  Dev --> Embeddings
  K8s --> Preserve[Load existing Helm embedding values]
  Preserve --> Embeddings
  Embeddings --> Choice{Provider choice}
  Choice --> OpenAI[OpenAI]
  Choice --> Azure[Azure OpenAI]
  Choice --> OpenRouter[OpenRouter]
  Choice --> Skip[Not now: preserve configuration]
  OpenAI --> Persist[Persist environment transition]
  Azure --> Persist
  OpenRouter --> Persist
  Skip --> Deploy[Continue setup unchanged]
  Persist --> Deploy
  Update[sim update] --> Install{Detected install}
  Install --> Prod[Published Compose: pull images]
  Install --> Local[Source Compose: build with pull]
  Prod --> Apply[docker compose up -d]
  Local --> Apply

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