[Bug]The yarn set version from source breaks with Usage Error: Couldn't find the node_modules state file when the YARN_NODE_LINKER=node-modules is set

[LouisSung]

• I'd be willing to implement a fix

Describe the bug
The yarn set version from source (commit fe19f60)breaks when the node linker is set as node_modules via environment variable YARN_NODE_LINKER=node-modules

To Reproduce
This can be reproduced by the following Dockerfile

FROM node:12.22.1-buster-slim

ENV YARN_NODE_LINKER=node-modules
RUN apt-get update && apt-get install -y --no-install-recommends \
        ca-certificates git \
    \
    && mkdir -p /yarntest && cd /yarntest \
    && yarn set version berry && yarn set version from sources

And the error log was

Running hooks in /etc/ca-certificates/update.d...
done.
Resolving berry to a url...
Downloading https://github.com/yarnpkg/berry/raw/master/packages/berry-cli/bin/berry.js...
Saving it into /yarnSetVersionFailed/.yarn/releases/yarn-berry.cjs...
Updating /yarnSetVersionFailed/.yarnrc.yml...
Done!
➤ YN0000: Cloning the remote repository

  $ git init /tmp/yarnpkg-sources/d0a670
  $ git remote add origin https://github.com/yarnpkg/berry.git
  $ git fetch origin master
  $ git reset --hard FETCH_HEAD

➤ YN0000: Building a fresh bundle

Usage Error: Couldn't find the node_modules state file - running an install might help (findPackageLocation)

$ yarn run [--inspect] [--inspect-brk] <scriptName> ...
➤ YN0001: Error: Child "yarn" exited with exit code 1
    at ChildProcess.<anonymous> (/yarnSetVersionFailed/.yarn/releases/yarn-berry.cjs:2:404999)
    at ChildProcess.emit (events.js:314:20)
    at maybeClose (internal/child_process.js:1022:16)
    at Process.ChildProcess._handle.onexit (internal/child_process.js:287:5)
➤ YN0000: Failed with errors in 4m 34s
The command '/bin/sh -c apt-get update && apt-get install -y --no-install-recommends         ca-certificates git         && mkdir -p /yarnSetVersionFailed && cd /yarnSetVersionFailed     && yarn set version berry && yarn set version from sources' returned a non-zero code: 1

[merceyz]

This is expected since the command doesn't run yarn install because this repo is configured for Zero-Installs and PnP