- #627: Set source.asset (URL/file_path) before save() in async creation
path so failed sources are identifiable and retry works
- #670: Only overwrite source title if it's a placeholder ("Processing...")
or empty, preserving user-set custom titles
- #651: Cascade-delete linked models when credential is deleted instead of
returning 409 Conflict; remove unused delete_models parameter
- Add tests for all three fixes (12 new tests)
- Add .harness and .mcp.json to .gitignore
* feat: replace provider config with credential-based system (#477)
Introduce a new credential management system replacing the old
ProviderConfig singleton and standalone Models page. Each credential
stores encrypted API keys and provider-specific configuration with
full CRUD support via a unified settings UI.
Backend:
- Add Credential domain model with encrypted API key storage
- Add credentials API router (CRUD, discovery, registration, testing)
- Add encryption utilities for secure key storage
- Add key_provider for DB-first env-var fallback provisioning
- Add connection tester and model discovery services
- Integrate ModelManager with credential-based config
- Add provider name normalization for Esperanto compatibility
- Add database migrations 11-12 for credential schema
Frontend:
- Rewrite settings/api-keys page with credential management UI
- Add model discovery dialog with search and custom model support
- Add compact default model assignments (primary/advanced layout)
- Add inline model testing and credential connection testing
- Add env-var migration banner
- Update navigation to unified settings page
- Remove standalone models page and old settings components
i18n:
- Update all 7 locale files with credential and model management keys
Closes#477
Co-Authored-By: JFMD <git@jfmd.us>
Co-Authored-By: OraCatQAQ <570768706@qq.com>
* fix: address PR #540 review comments
- Fix docs referencing removed Models page
- Fix error-handler returning raw messages instead of i18n keys
- Fix auth.py misleading docstring and missing no-password guard
- Fix connection_tester using wrong env var for openai_compatible
- Add provision_provider_keys before model discovery/sync
- Update CLAUDE.md to reflect credential-based system
- Fix missing closing brace in api-keys page useEffect
* fix: add logging to credential migration and surface errors in UI
- Add comprehensive logging to migrate-from-env and
migrate-from-provider-config endpoints (start, per-provider
progress, success/failure with stack traces, final summary)
- Fix frontend migration hooks ignoring errors array from response
- Show error toast when migration fails instead of "nothing to migrate"
- Invalidate status/envStatus queries after migration so banner updates
* docs: update CLAUDE.md files for credential system
Replace stale ProviderConfig and /api-keys/ references across 8 CLAUDE.md
files to reflect the new Credential-based system from PR #540.
* docs: update user documentation for credential-based system
Replace env var API key instructions with Settings UI credential
workflow across all user-facing documentation. The new flow is:
set OPEN_NOTEBOOK_ENCRYPTION_KEY → start services → add credential
in Settings UI → test → discover models → register.
- Rewrite ai-providers.md, api-configuration.md, environment-reference.md
- Update all quick-start guides and installation docs
- Update ollama.md, openai-compatible.md, local-tts/stt networking sections
- Update reverse-proxy.md, development-setup.md, security.md
- Fix broken links to non-existent docs/deployment/ paths
- Add credentials endpoints to api-reference.md
- Move all API key env vars to deprecated/legacy sections
* chore: bump version to 1.7.0-rc1
Release candidate for credential-based provider management system.
* fix: initialize provider before try block in test_credential
Prevents UnboundLocalError when Credential.get() throws (e.g.,
invalid credential_id) before provider is assigned.
* fix: reorder down migration to drop index before table
Removes duplicate REMOVE FIELD statement and reorders so the index
is dropped before the table, preventing rollback failures.
* refactor: simplify encryption key to always derive via SHA-256
Remove the dual code path in _ensure_fernet_key() that detected native
Fernet keys. Since the credential system is new, always deriving via
SHA-256 removes unnecessary complexity. Also removes the generate_key()
function and Fernet.generate_key() references from docs.
* fix: correct mock patch targets in embedding tests and URL validation
Fix embedding tests patching wrong module path for model_manager
(was targeting open_notebook.utils.embedding.model_manager but it's
imported locally from open_notebook.ai.models). Also fix URL validation
to allow unresolvable hostnames since they may be valid in the
deployment environment (e.g., Azure endpoints, internal DNS).
* feat: add global setup banner for encryption and migration status
Show a persistent banner in AppShell when encryption key is missing
(red) or env var API keys can be migrated (amber), so users see
these prompts on every page instead of only on Settings > API Keys.
Includes a docs link for the encryption banner and i18n support
across all 7 locales.
* docs: several improvements to docker-compose e env examples
* Update README.md
Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
* docs: fix env var format in README and update model setup instructions
Align the encryption key snippet in README Step 2 with the list
format used in the compose file. Replace deprecated "Settings →
Models" instructions with credential-based Discover Models flow.
* fix: address credential system review issues
- Fix SSRF bypass via IPv4-mapped IPv6 addresses (::ffff:169.254.x.x)
- Fix TTS connection test missing config parameter
- Add Azure-specific model discovery using api-key auth header
- Add Vertex static model list for credential-based discovery
- Fix PROVIDER_DISCOVERY_FUNCTIONS incorrect azure/vertex mapping
- Extract business logic to api/credentials_service.py (service layer)
- Move credential Pydantic schemas to api/models.py
- Update tests to use new service imports and ValueError assertions
* fix: sanitize error responses and migrate key_provider to Credential
- Replace raw exception messages in all credential router 500 responses
with generic error strings (internal details logged server-side only)
- Refactor key_provider.py to use Credential.get_by_provider() instead
of deprecated ProviderConfig.get_instance()
- Remove unused functions (get_provider_configs, get_default_api_key,
get_provider_config) that were dead code
---------
Co-authored-by: JFMD <git@jfmd.us>
Co-authored-by: OraCatQAQ <570768706@qq.com>
* feat: content-type aware chunking and unified embedding
- Add chunking.py with HTML, Markdown, and plain text detection
- Add embedding.py with mean pooling for large content
- Create dedicated commands: embed_note, embed_insight, embed_source
- Use fire-and-forget pattern for embedding via submit_command()
- Refactor rebuild_embeddings_command to delegate to individual commands
- Remove legacy commands and needs_embedding() methods
- Reduce chunk size to 1500 chars for Ollama compatibility
- Update CLAUDE.md documentation for new architecture
Fixes#350, #142
* fix: address code review issues
- Note.save() now returns command_id for tracking embedding jobs
- Add length check after generate_embeddings() to fail fast on mismatch
- Add numpy as explicit dependency (was transitive)
- Remove hardcoded chunk sizes from docstrings
* docs: address code review comments
- Rename "SYNC PATH" to "DOMAIN MODEL PATH" in embedding router
- Add test_chunking.py and test_embedding.py to Testing Strategy
- Clarify auto-embedding behavior for each domain model
* fix: clean thinking tags from prompt graph output
Adds clean_thinking_content() to prompt.py to handle extended thinking
models that return <think>...</think> tags. This fixes empty titles
when saving notes from chat.
* chore: remove local docker-compose from git
* fix(frontend): handle null parent_id in search results
Add defensive check for null parent_id in search results to prevent
"Cannot read properties of null (reading 'split')" error. This can
happen with orphaned records in the database.
* fix: cascade delete embeddings and insights when source is deleted
When deleting a Source, now also deletes associated:
- source_embedding records
- source_insight records
This prevents orphaned records that cause null parent_id errors
in vector search results.
* fix: add cleanup for orphan embedding/insight records in migration 10
Deletes source_embedding and source_insight records where the
linked source no longer exists (source.id = NONE).
* chore: bump esperanto to 2.16
Increases ctx_num for Ollama models to accommodate larger notebook
context windows. See: https://github.com/lfnovo/esperanto/pull/69
The setup_guide directory contained only redirect files pointing to the
new docs location and outdated example files that are already available
in the root directory.
- Removed setup_guide/README.md (redirect only)
- Removed setup_guide/DOCKER_SETUP_ADVANCED.md (redirect only)
- Removed setup_guide/docker-compose.yml (outdated)
- Removed setup_guide/docker.env (outdated)
- Updated .gitignore to remove setup_guide reference
* fix: small issue where users cant change podcast segments
* chore: remove playwright mcp from gut
* feat: add ability to link existing sources to notebooks (OSS-311)
Implemented bidirectional source-notebook linking functionality:
Backend changes:
- Add POST endpoint to link sources to notebooks
- Include notebook associations in source detail response
- Implement idempotent linking with proper RecordID handling
Frontend changes:
- Add AddExistingSourceDialog with search and multi-select
- Add NotebookAssociations component for source detail view
- Add dropdown menu to "Add Source" button (new/existing)
- Implement useAddSourcesToNotebook hook with graceful error handling
- Fix dialog pointer-events during close animation
- Add loading states and disable checkboxes for linked sources
- Optimize dialog width with proper responsive breakpoints
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
* fix: address PR review feedback
- Fix sources.py query to use correct reference direction (OUT where IN)
- Remove debug console.log statements
- Add truncation warning for 100+ source lists
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
---------
Co-authored-by: Claude <noreply@anthropic.com>
New front-end
Launch Chat API
Manage Sources
Enable re-embedding of all contents
Sources can be added without a notebook now
Improved settings
Enable model selector on all chats
Background processing for better experience
Dark mode
Improved Notes
Improved Docs:
- Remove all Streamlit references from documentation
- Update deployment guides with React frontend setup
- Fix Docker environment variables format (SURREAL_URL, SURREAL_PASSWORD)
- Update docker image tag from :latest to :v1-latest
- Change navigation references (Settings → Models to just Models)
- Update development setup to include frontend npm commands
- Add MIGRATION.md guide for users upgrading from Streamlit
- Update quick-start guide with correct environment variables
- Add port 5055 documentation for API access
- Update project structure to reflect frontend/ directory
- Remove outdated source-chat documentation files
* fix: prevent project failing to start when cannot talk to github - fixes#128
* improve ollama documentation - see #127
* chore: update esperanto library to enable gpt-5 - see #107; update podcast-creator library to enable TTS_BATCH_SIZE - fixes#125
* add info on ollama env variables
* chore: ignore dev logs
* chore: bump
Creates the API layer for Open Notebook
Creates a services API gateway for the Streamlit front-end
Migrates the SurrealDB SDK to the official one
Change all database calls to async
New podcast framework supporting multiple speaker configurations
Implement the surreal-commands library for async processing
Improve docker image and docker-compose configurations
