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docs: restore setup playbook - #132

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ngoncharenko/aalgo-214-get-setup-back
Jun 4, 2026
Merged

docs: restore setup playbook#132
ngoncharenko merged 5 commits into
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ngoncharenko/aalgo-214-get-setup-back

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@ngoncharenko ngoncharenko commented Jun 2, 2026

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Summary

Summary by CodeRabbit

  • Documentation
    • Established a centralized Setup guide as the canonical NeMo Platform playbook.
    • Updated cross-references across docs to point to the new guide.
    • Added local platform detection, safe DB-reset guidance, interactive and automated setup flows, service startup options, middleware notes, troubleshooting, demo agent deploy steps, and post-setup next steps including installing required skills.

@ngoncharenko
ngoncharenko requested review from a team as code owners June 2, 2026 08:00
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ngoncharenko requested a review from gabwow June 2, 2026 08:00
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Review Change Stack

No actionable comments were generated in the recent review. 🎉

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Reviewing files that changed from the base of the PR and between b7e47e8 and c2b999a.

📒 Files selected for processing (1)
  • SETUP.md
🚧 Files skipped from review as they are similar to previous changes (1)
  • SETUP.md

📝 Walkthrough

Walkthrough

This PR adds a repository-root SETUP.md as the canonical NeMo platform setup guide and updates README, AGENTS.md, skill, and plugin docs to reference it instead of the old skill-based setup doc.

Changes

Setup Documentation Consolidation

Layer / File(s) Summary
Canonical setup guide content
SETUP.md
Comprehensive setup guide covering platform prerequisite detection (port/process probing, kill/skip/abort, macOS inode gotcha), local data directory selection (default/XDG/NMP_DATA_DIR, persisted to ~/.config/nmp/config.yaml), optional DB wipe (requires stopped services), interactive and non-interactive bootstrap flows (make bootstrap, nemo setup, nemo setup --auto with model selection rules), manual service startup (with and without Switchyard), demo calculator-agent verification, local environment summary, intent-to-skill mapping, available skills inventory, and on-demand skill installation workflows.
Root documentation link updates
README.md, AGENTS.md
Updated setup playbook references from skills/nemo-setup/SKILL.md to repo-root SETUP.md in primary project entry points.
Distributed documentation reference updates
packages/nemo_platform_ext/src/nemo_platform_ext/skills/inference/SKILL.md, packages/nemo_platform_ext/src/nemo_platform_ext/skills/nemo-teardown/SKILL.md, plugins/nemo-auditor/README.md
Updated setup documentation references in skill and plugin readmes from skills/nemo-setup/SKILL.md to root SETUP.md for Switchyard install, DB reset, and state reset guidance.

Possibly related PRs

  • NVIDIA-NeMo/nemo-platform#104: Repoints the same documentation links in the opposite direction between SETUP.md and skills/nemo-setup/SKILL.md.

Suggested reviewers

  • gabwow
  • tylersbray
🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title 'docs: restore setup playbook' directly and clearly describes the main change—restoring the SETUP.md documentation that was previously removed.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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Actionable comments posted: 1

Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (2)
SETUP.md (2)

1-225: 🛠️ Refactor suggestion | 🟠 Major | 🏗️ Heavy lift

Document mixes HOW-TO and REFERENCE content.

The guide combines setup procedures (HOW-TO) with skills inventory tables (REFERENCE). Each documentation page should fit ONE Diataxis quadrant. Split the skills reference content (lines 176-224) into a separate reference page and cross-link.

As per coding guidelines: Each documentation page should fit ONE Diataxis quadrant; do not mix tutorials with reference tables or how-tos with architecture explanations; use cross-links instead.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@SETUP.md` around lines 1 - 225, SETUP.md currently mixes HOW‑TO content with
a reference skills inventory under the "Available skills" / "What's next?"
section; split the reference table into a new reference document (e.g.,
"SKILLS_REFERENCE.md") and replace the table in SETUP.md with a short cross‑link
and one‑line summary pointing to that new doc; update the symlinked skill copy
(the existing SKILL.md symlink target) or its metadata to point to the new
reference file as appropriate, and ensure headings like "Available skills" and
the "What's next?" table are removed from SETUP.md so the page remains a single
HOW‑TO Diataxis quadrant while the new reference page holds the inventory and
plugin mapping.

1-225: 🛠️ Refactor suggestion | 🟠 Major | ⚡ Quick win

Hardcoded product names throughout.

Lines 3, 7, 9, 11, and many others hardcode "NeMo Platform", "NeMo", "Switchyard", and other product names. Use Sphinx substitutions to maintain consistency across documentation.

As per coding guidelines: Never hardcode product names; use substitutions in Sphinx configuration to maintain consistency across documentation.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@SETUP.md` around lines 1 - 225, This file hardcodes product names like "NeMo
Platform", "NeMo", and "Switchyard" — replace every hardcoded occurrence (e.g.,
the strings "NeMo Platform", "NeMo", "Switchyard", "nemo-switchyard") in
SETUP.md with the appropriate Sphinx substitution tokens used in our docs (e.g.,
|product_name|, |product_short|, |switchyard| or whatever substitutions are
defined in the Sphinx conf), keeping punctuation/capitalization consistent;
update any inline examples and environment variable references to use the
substitution where appropriate or add a short note that environment variable
names remain literal, and run a quick grep to ensure no remaining literal
product names remain.
🧹 Nitpick comments (1)
SETUP.md (1)

24-36: ⚡ Quick win

Wrap troubleshooting options in dropdown.

Lines 24-36 provide detailed troubleshooting for port conflicts—content most users skip. Use <details> tag to hide complexity.

As per coding guidelines: Use dropdowns for optional/advanced content, advanced sections, troubleshooting details, long examples, and content most users will skip; not for critical information, prerequisites, warnings, or primary content.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@SETUP.md` around lines 24 - 36, The long troubleshooting block starting "If
port 8080 is in use **or** a `nemo services run` process exists…" should be
converted into a summary plus a collapsible details section: keep a short
visible summary of the three user choices (a Kill and start fresh; b Keep
running and skip setup; c Abort) and the important macOS "unlinked-inode gotcha"
warning visible outside the dropdown, then wrap the detailed numbered procedure,
the caveats list, and the longer explanatory paragraphs inside a
<details>…</details> with an appropriate <summary> like "Advanced
troubleshooting and safe restart steps"; ensure the detailed steps still include
the specific actions (SIGTERM, wait, re-verify PID command line, SIGKILL, wipe
DB, checks for plugins and services) and that the macOS warning remains
prominently visible and not hidden.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@SETUP.md`:
- Around line 74-85: Replace the two sequential bash code blocks that show
interactive ("make bootstrap", "source .venv/bin/activate", "nemo setup") and
non-interactive (export NVIDIA_API_KEY, "nemo setup --auto --start-services
--install-skills --deploy-agent") alternatives with a tab-set demonstrating both
options in parallel; create two tabs labeled e.g. "Interactive" and
"Non-interactive (CI)" and place the respective commands in each tab so readers
can toggle between the alternatives instead of seeing consecutive code blocks.

---

Outside diff comments:
In `@SETUP.md`:
- Around line 1-225: SETUP.md currently mixes HOW‑TO content with a reference
skills inventory under the "Available skills" / "What's next?" section; split
the reference table into a new reference document (e.g., "SKILLS_REFERENCE.md")
and replace the table in SETUP.md with a short cross‑link and one‑line summary
pointing to that new doc; update the symlinked skill copy (the existing SKILL.md
symlink target) or its metadata to point to the new reference file as
appropriate, and ensure headings like "Available skills" and the "What's next?"
table are removed from SETUP.md so the page remains a single HOW‑TO Diataxis
quadrant while the new reference page holds the inventory and plugin mapping.
- Around line 1-225: This file hardcodes product names like "NeMo Platform",
"NeMo", and "Switchyard" — replace every hardcoded occurrence (e.g., the strings
"NeMo Platform", "NeMo", "Switchyard", "nemo-switchyard") in SETUP.md with the
appropriate Sphinx substitution tokens used in our docs (e.g., |product_name|,
|product_short|, |switchyard| or whatever substitutions are defined in the
Sphinx conf), keeping punctuation/capitalization consistent; update any inline
examples and environment variable references to use the substitution where
appropriate or add a short note that environment variable names remain literal,
and run a quick grep to ensure no remaining literal product names remain.

---

Nitpick comments:
In `@SETUP.md`:
- Around line 24-36: The long troubleshooting block starting "If port 8080 is in
use **or** a `nemo services run` process exists…" should be converted into a
summary plus a collapsible details section: keep a short visible summary of the
three user choices (a Kill and start fresh; b Keep running and skip setup; c
Abort) and the important macOS "unlinked-inode gotcha" warning visible outside
the dropdown, then wrap the detailed numbered procedure, the caveats list, and
the longer explanatory paragraphs inside a <details>…</details> with an
appropriate <summary> like "Advanced troubleshooting and safe restart steps";
ensure the detailed steps still include the specific actions (SIGTERM, wait,
re-verify PID command line, SIGKILL, wipe DB, checks for plugins and services)
and that the macOS warning remains prominently visible and not hidden.
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Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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📒 Files selected for processing (4)
  • AGENTS.md
  • README.md
  • SETUP.md
  • skills/nemo-setup/SKILL.md

Comment thread SETUP.md
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Suite Lines Covered Line Rate Branch Rate
Unit Tests 18439/24423 75.5% 62.0%
Integration Tests 11879/23200 51.2% 26.4%

Signed-off-by: Nick Goncharenko <ngoncharenko@nvidia.com>
@ngoncharenko
ngoncharenko force-pushed the ngoncharenko/aalgo-214-get-setup-back branch from 7526ea1 to 08e6be9 Compare June 2, 2026 21:02
@ngoncharenko
ngoncharenko enabled auto-merge June 2, 2026 21:16

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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@SETUP.md`:
- Around line 74-87: Replace the indented code blocks under the "Interactive"
and "Non-interactive (CI)" headings with fenced Bash code blocks: wrap the lines
containing the commands (make bootstrap, source .venv/bin/activate, nemo setup,
and export NVIDIA_API_KEY / nemo setup --auto --start-services --install-skills
--deploy-agent) in triple-backtick fences with "bash" specified (```bash ...
```), preserving the exact command content and comments so the MD046 warnings
are resolved.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Enterprise

Run ID: af439e1f-67bb-485c-b095-61f3bcd18581

📥 Commits

Reviewing files that changed from the base of the PR and between 08e6be9 and b7e47e8.

📒 Files selected for processing (1)
  • SETUP.md

Comment thread SETUP.md Outdated
ngoncharenko and others added 2 commits June 2, 2026 15:18
@ngoncharenko
ngoncharenko added this pull request to the merge queue Jun 4, 2026
Merged via the queue into main with commit bc9ed48 Jun 4, 2026
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