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AI search deployment follow-up: kitconcept.solr upgrade step + cluster reindex docs (#433) - #443

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AI search deployment follow-up: kitconcept.solr upgrade step + cluster reindex docs (#433)#443
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Follow-up to #436 addressing the deployment review points (refs gitlab #433 / deployment ticket #515).

Upgrade step v20260729001: upgrade kitconcept.solr if installed

On existing deployments only the distribution's own upgrade steps run, so the new kitconcept.solr profile version (1004: rag_enabled registry record + RAG indexing queue processor) would never be applied. This cascades it from a kitconcept.intranet upgrade step, following the existing collective.person pattern (v20250909001). Bails out when kitconcept.solr was never installed (sites created without Solr support).

Note this is required for the deploy command to work at all on the existing io site: its kitconcept.solr profile is still at 1003, so the rag_enabled record does not exist yet and solr_activate_and_reindex.py --rag-enable would fail on set_registry_record until the site upgrade has run.

Testing (no Solr server needed): the default test site is created with setup_solr: false, which is the bail-out scenario; the upgrade scenario installs kitconcept.solr:default in-test (registry import only) and rolls its version back to 1003 to simulate an existing deployment. See backend/tests/upgrades/test_v20260729001.py.

Docs: cluster deployment of the AI search reindex

The make targets are dev-only; in the docker image the reindex runs as

./docker-entrypoint.sh run ./scripts/solr_activate_and_reindex.py --rag-enable --clear

Documents the required order: LLM credentials on the container first (the RAG processor silently skips embedding without them — the reindex "succeeds" with an empty chunk index), then the site upgrade, then the reindex. Also notes the site id and the --rag-disable rollback switch.

On existing deployments only the distribution's own upgrade steps run,
so the new kitconcept.solr profile version (1004: rag_enabled registry
record + RAG indexing queue processor) would never be applied. Cascade
it from a kitconcept.intranet upgrade step, following the existing
collective.person pattern (v20250909001). Bails out when kitconcept.solr
was never installed (sites created without Solr support).

Tested without a Solr server: the default test site has setup_solr
false (bail-out path); the upgrade path installs the profile and rolls
its version back to 1003 to simulate an existing deployment.
The make targets are dev-only; in the docker image the reindex runs as

  ./docker-entrypoint.sh run ./scripts/solr_activate_and_reindex.py --rag-enable --clear

Documents the required order: LLM credentials on the container first
(the RAG processor silently skips embedding without them), then the
site upgrade (cascades the kitconcept.solr profile upgrade), then the
reindex. Notes the site id and the --rag-disable rollback switch.
@reekitconcept
reekitconcept requested review from a team as code owners July 29, 2026 09:42
@reekitconcept
reekitconcept requested a review from ericof July 29, 2026 09:42
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