feat(cli): add 'skip context sources' option to database setup menu

After databases are configured, the post-setup menu now offers a 'Skip
context sources' choice equivalent to passing --skip-sources, which
plumbs through KtxSetupDatabasesResult.skipSources to bypass the
context-source step in the same run.

docs-site/content/docs/cli-reference/ktx-setup.mdx

@@ -136,6 +136,10 @@ Enabling query history makes deep ingest readiness matter for later
 
 ### Context Sources
 
+In interactive setup, after you configure a database, choose
+**Skip context sources** to leave optional context-source setup complete with no
+sources. This is equivalent to passing `--skip-sources` in scripted setup.
+
 | Flag | Description |
 |------|-------------|
 | `--source <type>` | Context-source connector type: `dbt`, `metricflow`, `metabase`, `looker`, `lookml`, or `notion` |

packages/cli/src/setup-databases.test.ts

@@ -695,6 +695,7 @@ describe('setup databases step', () => {
       message: 'Databases configured: warehouse\nWhat would you like to do?',
       options: [
         { value: 'continue', label: 'Continue to context sources' },
+        { value: 'skip-sources', label: 'Skip context sources' },
         { value: 'edit', label: 'Edit an existing database' },
         { value: 'add', label: 'Add another database' },
       ],
@@ -703,6 +704,48 @@ describe('setup databases step', () => {
     expect(scanConnection).not.toHaveBeenCalled();
   });
 
+  it('can skip context sources from the configured database menu', async () => {
+    await writeFile(
+      join(tempDir, 'ktx.yaml'),
+      [
+        'connections:',
+        '  warehouse:',
+        '    driver: postgres',
+        '    url: env:DATABASE_URL',
+        'setup:',
+        '  database_connection_ids:',
+        '    - warehouse',
+        '',
+      ].join('\n'),
+      'utf-8',
+    );
+    await writeKtxSetupState(tempDir, { completed_steps: ['databases'] });
+    const prompts = makePromptAdapter({ selectValues: ['skip-sources'] });
+    const testConnection = vi.fn(async () => 0);
+    const scanConnection = vi.fn(async () => 0);
+
+    const result = await runKtxSetupDatabasesStep(
+      {
+        projectDir: tempDir,
+        inputMode: 'auto',
+        skipDatabases: false,
+        databaseSchemas: [],
+        disableQueryHistory: true,
+      },
+      makeIo().io,
+      { prompts, testConnection, scanConnection },
+    );
+
+    expect(result).toEqual({
+      status: 'ready',
+      projectDir: tempDir,
+      connectionIds: ['warehouse'],
+      skipSources: true,
+    });
+    expect(testConnection).not.toHaveBeenCalled();
+    expect(scanConnection).not.toHaveBeenCalled();
+  });
+
   it('preserves existing database ids when adding another database from the configured menu', async () => {
     await writeFile(
       join(tempDir, 'ktx.yaml'),
@@ -753,6 +796,7 @@ describe('setup databases step', () => {
       message: 'Databases configured: warehouse\nWhat would you like to do?',
       options: [
         { value: 'continue', label: 'Continue to context sources' },
+        { value: 'skip-sources', label: 'Skip context sources' },
         { value: 'edit', label: 'Edit an existing database' },
         { value: 'add', label: 'Add another database' },
       ],
@@ -801,6 +845,7 @@ describe('setup databases step', () => {
       message: 'Databases configured: postgres-warehouse\nWhat would you like to do?',
       options: [
         { value: 'continue', label: 'Continue to context sources' },
+        { value: 'skip-sources', label: 'Skip context sources' },
         { value: 'edit', label: 'Edit an existing database' },
         { value: 'add', label: 'Add another database' },
       ],
@@ -846,6 +891,7 @@ describe('setup databases step', () => {
       message: 'Databases configured: postgres-warehouse\nWhat would you like to do?',
       options: [
         { value: 'continue', label: 'Continue to context sources' },
+        { value: 'skip-sources', label: 'Skip context sources' },
         { value: 'edit', label: 'Edit an existing database' },
         { value: 'add', label: 'Add another database' },
       ],
@@ -890,6 +936,7 @@ describe('setup databases step', () => {
       message: 'Databases configured: warehouse\nWhat would you like to do?',
       options: [
         { value: 'continue', label: 'Continue to context sources' },
+        { value: 'skip-sources', label: 'Skip context sources' },
         { value: 'edit', label: 'Edit an existing database' },
         { value: 'add', label: 'Add another database' },
       ],
@@ -936,6 +983,7 @@ describe('setup databases step', () => {
       message: 'Databases configured: warehouse\nWhat would you like to do?',
       options: [
         { value: 'continue', label: 'Continue to context sources' },
+        { value: 'skip-sources', label: 'Skip context sources' },
         { value: 'edit', label: 'Edit an existing database' },
         { value: 'add', label: 'Add another database' },
       ],

packages/cli/src/setup-databases.ts

@@ -56,7 +56,12 @@ export interface KtxSetupDatabasesArgs {
 }
 
 export type KtxSetupDatabasesResult =
-  | { status: 'ready'; projectDir: string; connectionIds: string[] }
+  | {
+      status: 'ready';
+      projectDir: string;
+      connectionIds: string[];
+      skipSources?: boolean;
+    }
   | { status: 'skipped'; projectDir: string }
   | { status: 'back'; projectDir: string }
   | { status: 'missing-input'; projectDir: string }
@@ -659,6 +664,7 @@ function configuredPrimarySourcesPrompt(connectionIds: string[]): {
     message: `Databases configured: ${connectionIds.join(', ')}\nWhat would you like to do?`,
     options: [
       { value: 'continue', label: 'Continue to context sources' },
+      { value: 'skip-sources', label: 'Skip context sources' },
       { value: 'edit', label: 'Edit an existing database' },
       { value: 'add', label: 'Add another database' },
     ],
@@ -2217,6 +2223,15 @@ export async function runKtxSetupDatabasesStep(
         await markDatabasesComplete(args.projectDir, selectedConnectionIds);
         return { status: 'ready', projectDir: args.projectDir, connectionIds: selectedConnectionIds };
       }
+      if (action === 'skip-sources') {
+        await markDatabasesComplete(args.projectDir, selectedConnectionIds);
+        return {
+          status: 'ready',
+          projectDir: args.projectDir,
+          connectionIds: selectedConnectionIds,
+          skipSources: true,
+        };
+      }
       if (action === 'edit') {
         const connectionId = await choosePrimarySourceToEdit({
           projectDir: args.projectDir,

packages/cli/src/setup.test.ts

@@ -1641,6 +1641,67 @@ describe('setup status', () => {
     expect(calls).toEqual(['model', 'embeddings', 'databases', 'sources']);
   });
 
+  it('passes context-source skip selection from database setup into the sources step', async () => {
+    const calls: string[] = [];
+    const io = makeIo();
+    await writeFile(join(tempDir, 'ktx.yaml'), ['connections: {}', ''].join('\n'), 'utf-8');
+
+    await expect(
+      runKtxSetup(
+        {
+          command: 'run',
+          projectDir: tempDir,
+          mode: 'auto',
+          agents: false,
+          skipAgents: true,
+          inputMode: 'disabled',
+          yes: true,
+          cliVersion: '0.2.0',
+          skipLlm: true,
+          skipEmbeddings: true,
+          skipDatabases: false,
+          skipSources: false,
+          databaseSchemas: [],
+        },
+        io.io,
+        {
+          model: async () => {
+            calls.push('model');
+            return { status: 'skipped', projectDir: tempDir };
+          },
+          embeddings: async () => {
+            calls.push('embeddings');
+            return { status: 'skipped', projectDir: tempDir };
+          },
+          databases: async () => {
+            calls.push('databases');
+            return {
+              status: 'ready',
+              projectDir: tempDir,
+              connectionIds: ['warehouse'],
+              skipSources: true,
+            };
+          },
+          sources: async (args) => {
+            expect(args.skipSources).toBe(true);
+            calls.push('sources');
+            return { status: 'skipped', projectDir: tempDir };
+          },
+          runtime: async () => {
+            calls.push('runtime');
+            return runtimeReady(tempDir);
+          },
+          context: async () => {
+            calls.push('context');
+            return { status: 'ready', projectDir: tempDir, runId: 'setup-context-local-test' };
+          },
+        },
+      ),
+    ).resolves.toBe(0);
+
+    expect(calls).toEqual(['model', 'embeddings', 'databases', 'sources', 'runtime', 'context']);
+  });
+
   it.each([
     {
       backend: 'vertex',

packages/cli/src/setup.ts

@@ -667,6 +667,7 @@ async function runKtxSetupInner(args: KtxSetupArgs, io: KtxCliIo, deps: KtxSetup
     const shouldRunContext = !agentOnlySetup && (!runOnly || runOnly === 'context');
     const shouldRunAgents = agentsRequested || !runOnly || runOnly === 'agents';
     const showPromptInstructions = projectResult.confirmedCreation !== true;
+    let skipSourcesFromDatabaseMenu = false;
 
     const setupSteps: KtxSetupFlowStep[] = agentOnlySetup
       ? []
@@ -680,7 +681,9 @@ async function runKtxSetupInner(args: KtxSetupArgs, io: KtxCliIo, deps: KtxSetup
       if (step === 'models') return !args.skipLlm && shouldRunModels;
       if (step === 'embeddings') return !args.skipEmbeddings && shouldRunEmbeddings;
       if (step === 'databases') return !args.skipDatabases && shouldRunDatabases;
-      if (step === 'sources') return args.skipSources !== true && shouldRunSources;
+      if (step === 'sources') {
+        return args.skipSources !== true && !skipSourcesFromDatabaseMenu && shouldRunSources;
+      }
       if (step === 'runtime') return shouldRunRuntime;
       if (step === 'context') return shouldRunContext;
       return shouldRunAgents && args.skipAgents !== true;
@@ -743,7 +746,7 @@ async function runKtxSetupInner(args: KtxSetupArgs, io: KtxCliIo, deps: KtxSetup
         const databasesRunner =
           deps.databases ??
           ((databaseArgs, databaseIo) => runKtxSetupDatabasesStep(databaseArgs, databaseIo, deps.databasesDeps));
-        stepResult = await databasesRunner(
+        const databaseResult = await databasesRunner(
           {
             projectDir: projectResult.projectDir,
             inputMode: args.inputMode,
@@ -768,6 +771,8 @@ async function runKtxSetupInner(args: KtxSetupArgs, io: KtxCliIo, deps: KtxSetup
           },
           io,
         );
+        skipSourcesFromDatabaseMenu = databaseResult.status === 'ready' && databaseResult.skipSources === true;
+        stepResult = databaseResult;
       } else if (step === 'sources') {
         const sourcesRunner =
           deps.sources ?? ((sourceArgs, sourceIo) => runKtxSetupSourcesStep(sourceArgs, sourceIo, deps.sourcesDeps));
@@ -794,7 +799,7 @@ async function runKtxSetupInner(args: KtxSetupArgs, io: KtxCliIo, deps: KtxSetup
             ...(args.notionCrawlMode ? { notionCrawlMode: args.notionCrawlMode } : {}),
             ...(args.notionRootPageIds ? { notionRootPageIds: args.notionRootPageIds } : {}),
             runInitialSourceIngest: args.runInitialSourceIngest ?? false,
-            skipSources: args.skipSources === true || !shouldRunSources,
+            skipSources: args.skipSources === true || !shouldRunSources || skipSourcesFromDatabaseMenu,
           },
           io,
         );