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9 commits

Author SHA1 Message Date
Luis Novo
eac837d555
feat(podcasts): model registry integration, credential passthrough & new features (#632)
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* feat(podcasts): integrate model registry for profiles and credential passthrough

Replace loose provider/model string fields with record<model> references
in podcast profiles, enabling credential passthrough to podcast-creator.

Backend:
- EpisodeProfile: outline_llm, transcript_llm (record<model>) replace
  outline_provider/outline_model strings. New language field (BCP 47).
- SpeakerProfile: voice_model (record<model>) replaces tts_provider/
  tts_model strings. Per-speaker voice_model override support.
- Migration 14: schema changes making legacy fields optional, adding new
  record<model> fields.
- Data migration (migration.py): auto-converts legacy profiles to model
  registry references on startup. Idempotent.
- podcast_commands.py: resolves credentials for ALL profiles before
  calling podcast-creator.
- New /api/languages endpoint (pycountry + babel) with BCP 47 locale
  codes (pt-BR, en-US, etc.).

Frontend:
- Episode/speaker profile forms use ModelSelector instead of manual
  provider/model dropdowns.
- Language dropdown with BCP 47 codes in episode profile form.
- Per-speaker TTS voice model override in speaker profile form.
- "Templates" tab renamed to "Profiles".
- Setup required badge on unconfigured profiles.
- i18n updated across all 8 locales.

Closes #486, closes #552

* fix(i18n): remove unused legacy podcast provider/model keys

Remove 10 orphaned i18n keys across all 8 locales that were left behind
after replacing manual provider/model dropdowns with ModelSelector.

* fix: address review violations in podcast model registry

- P1: Remove profiles with failed model resolution from dicts to prevent
  podcast-creator validation errors on unrelated profiles
- P2: Use centralized QUERY_KEYS.languages instead of inline key
- P3: Fix ISO 639-1 → BCP 47 in model field description and CLAUDE.md
- P3: Update "templates" → "profiles" in locale string values (all 8)

* chore: bump version to 1.8.0
2026-02-27 11:06:47 -03:00
Luis Novo
98dadd151a
fix: turn the embedding field into optional (#557)
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* fix: turn the embedding field into optional

* enable migration 13 - fixes: #556
2026-02-10 11:24:17 -03:00
Luis Novo
3f352cfcce
feat: credential-based API key management (#477) (#540)
* 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>
2026-02-10 08:30:22 -03:00
Luis Novo
4dc1539838
perf: improve source listing speed by 20-30x (#436)
* fix(i18n): resolve podcast dialog translation infinite loop and profile issues

- Remove incorrect translation keys for user-defined episode profiles
- Cache translation strings in ContentSelectionPanel to avoid repeated
  Proxy accesses that triggered infinite loop detection
- Stabilize useEffect dependencies with dataKey pattern to prevent
  re-initialization on every keystroke
- Replace unstable sourcesQueries prop with stable fetchingNotebookIds set
- Clean up unused getSourceModes function and TranslationKeys import

* chore: bump lock

* chore: bump version to 1.5.1 and update CHANGELOG

* fix: guard .join() call in dataKey when query data is undefined

* fix(api): use FETCH command instead of async status lookups for sources list

Replace N async calls to surreal-commands with SurrealDB FETCH clause
to resolve command status in a single query. This eliminates the
command status cascade bottleneck.

* perf(db): add indexes on source field for insights and embeddings

Add migration #10 that creates indexes on the `source` field of
`source_insight` and `source_embedding` tables. These indexes
dramatically improve the performance of source listing queries
that use subqueries to count insights and check embedding existence.

Performance improvement: ~8.5s -> ~0.3s for 30 sources (28x faster)

* perf(db): make index concurrent

* fix: add IF NOT EXISTS to index definitions for idempotency

* fix: address code review feedback

- Add IF EXISTS to rollback migration for safer rollbacks
- Add fallback for unresolved command references (status = "unknown")
2026-01-15 22:29:20 -03:00
MisonL
67dd85c928
Feat/localization tests docker (#371)
* feat(i18n): complete 100% internationalization and fix Next.js 15 compatibility

* feat(i18n): complete 100% internationalization coverage

* chore(test): finalize component tests and project cleanup

* test(logic): add unit tests for useModalManager hook

* fix(test): resolve timeout in AppSidebar tests by mocking TooltipProvider

* feat(i18n): comprehensive i18n audit, fixes for hardcoded strings, and complete zh-TW support

* fix(i18n): resolve TypeScript warnings and improve translation hook stability

- Remove unused useTranslation import from ConnectionGuard
- Add ref-based checking state to prevent dependency cycles
- Fix useTranslation hook to return empty string for undefined translations
- Add comment for backward compatibility on ExtractedReference interface
- Ensure .replace() string methods work safely with nested translation keys

* feat(i18n): complete internationalization implementation with Docker deployment

- Add LanguageLoadingOverlay component for smooth language transitions
- Update all translation files (en-US, zh-CN, zh-TW) with improved terminology
- Optimize Docker configuration for better performance
- Update version check and config handling for i18n support
- Fix route handling for language-specific content
- Add comprehensive task documentation

* fix(i18n): resolve localization errors, duplicates, and type issues

* chore(i18n): finalize 100% internationalization coverage

* chore(test): supplement i18n test cases and cleanup redundant files

* fix(test): resolve lint type errors and finalize delivery documents

* feat(i18n): finalize full internationalization and zh-TW localization

* fix(frontend): add missing devDependency and fix build tsconfig

* feat(ui): enhance sidebar hover effects with better visual feedback

* fix(frontend): resolve accessibility, i18n, and lint issues

- fix: add missing id, name, autocomplete attributes to dialog inputs
- fix: add aria labels and DialogDescription for accessibility
- fix: resolve uncontrolled component warning in SettingsForm
- fix: correct duplicate 'Traditional Chinese' label in zh-TW locale
- feat: add i18n support for podcast template names
- chore: fix lint errors in Dialogs

* fix: address all 21 PR feedback items from cubic-dev-ai bot

Configuration:
- Remove ignoreDuringBuilds flags from next.config.ts

Testing:
- Fix AppSidebar.test.tsx regex pattern and add missing assertion

Logic:
- Fix ConnectionGuard.tsx re-entry prevention logic

Internationalization (I18n) - Translations:
- Add missing keys: notebooks.archived, common.note/insight, accessibility keys
- Add specific keys: sources.allSourcesDescShort, transformations.selectModel
- Add singular/plural keys: podcasts.usedByCount_one/other, common.note/notes
- Add common.created/updated with {time} placeholder

Internationalization (I18n) - Usage:
- SourcesPage: use allSourcesDescShort instead of string splitting
- TransformationPlayground: use navigation.transformation and selectModel
- CommandPalette: use dedicated keys instead of string concatenation
- GeneratePodcastDialog: fix zh-TW date locale handling
- NotebookHeader: correctly interpolate {time} placeholder
- TransformationCard: use common.description instead of undefined key
- ChatPanel/SpeakerProfilesPanel: implement proper pluralization
- SystemInfo: correctly interpolate {version} placeholder
- LanguageLoadingOverlay: use t.common.loading instead of hardcoded string
- MessageActions: use specific error key cannotSaveNoteNoNotebook

Other:
- Fix SessionManager.tsx exhaustive-deps warning

* fix: remove duplicate locale keys and add missing zh-CN translations

- en-US: remove duplicate loading key (line 59) and addNew key (sources)
- zh-CN: remove duplicate common keys (loading, note, insight, newSource, newNotebook, newPodcast)
- zh-CN: remove duplicate accessibility.searchNotebooks key
- zh-CN: remove duplicate sources.addNew key
- zh-CN: remove duplicate navigation.transformation key
- zh-CN: add missing usedByCount_one and usedByCount_other keys in podcasts
- zh-TW: remove duplicate common keys (loading, note, insight, newSource, newNotebook, newPodcast)
- zh-TW: remove duplicate accessibility.searchNotebooks key
- zh-TW: remove duplicate sources.addNew key

* docs: remove info.md

* fix: remove duplicate notebook keys and unused ts-expect-error

- zh-CN: remove duplicate notebooks keys (archived, archive, unarchive, deleteNotebook, deleteNotebookDesc)
- zh-TW: remove duplicate notebooks keys (archived, archive, unarchive, deleteNotebook, deleteNotebookDesc)
- GeneratePodcastDialog: remove unused @ts-expect-error directive

* fix(a11y): fix unassociated labels in search page

- Replace <Label> with role='group' + aria-labelledby for search type section
- Replace <Label> with role='group' + aria-labelledby for search in section
- Follows WAI-ARIA best practices for labeling form field groups

* fix(a11y): fix unassociated labels across multiple components

- search/page.tsx: use role='group' + aria-labelledby for search type and search in sections
- RebuildEmbeddings.tsx: use role='group' + aria-labelledby for include checkboxes
- TransformationPlayground.tsx: replace Label with span for non-form output label

* chore: revert to npm stack and ensure i18n compatibility

* chore: polish zh-TW translations for better idiomatic usage

* fix: resolve linter errors (ruff import sort, mypy config duplicate)

* style: apply ruff formatting

* fix: finalize upstream compliance (Dockerfile.single, i18n hooks, docker-compose)

* style: polish strings, fix timeout cleanup, and improve test mocks

* fix: use relative imports in test setup to resolve IDE path errors

* perf(docker): optimize build speed by removing apt-get upgrade and build tools

- Remove apt-get upgrade from both builder and runtime stages (saves 10-15 min each)
- Remove gcc/g++/make/git from builder (uv downloads pre-built wheels)
- Add --no-install-recommends to minimize package footprint
- Keep npm mirror (npmmirror.com) for faster frontend deps
- Add npm registry config for reliable China network access

Also includes:
- fix(a11y): add missing labels and aria attributes to form fields
- fix(i18n): add 2s safety timeout to LanguageLoadingOverlay
- fix(i18n): add robustness checks to use-translation proxy

Build time reduced from 2+ hours to ~34 minutes (~70% improvement)

* fix(a11y): resolve 16 form field accessibility warnings in notebook and podcast pages

* fix(a11y): resolve 4 button and 1 select field accessibility warnings in models page

* fix(a11y): resolve redundant attributes and residual warnings in transformations and podcast forms

* fix(i18n): deep fix for language switch hang using proxy protection and safer access

* fix(a11y): add name attributes to ModelSelector, TransformationPlayground, and SourceDetailContent

* fix: add missing Label import to SourceDetailContent

* fix(i18n): use native react-i18next in LanguageLoadingOverlay to prevent hang during language switch

* fix(i18n): rewrite use-translation Proxy with strict depth limit and expanded blocked props to prevent language switch hang

* fix: add type assertion to fix TypeScript comparison error

* fix(i18n): disable useSuspense to prevent thread hang during language resource loading

* fix(i18n): add infinite loop detection circuit breaker to useTranslation hook

* fix(i18n): update traditional chinese label to native script in en-US

* feat: add new localization strings for notebook and note management.

* fix: resolve config priority, docker build deps, and ui glitches

* refactor: improve ui details and test coverage based on feedback

* refactor: improve ui details (version check/lang toggle) and test coverage

* fix: polish language matching and test cleanup

* fix(test): update mocks to resolve timeouts and proxy errors

* fix(frontend): restore tsconfig.json structure and enable IDE support for tests

* fix: address PR review findings and resolve CI OIDC failure

* fix: merge exception headers in custom handler

* fix: comprehensive PR review remediations and async performance fixes

* refactor: address all PR #371 review feedback

- Docker: consolidate SURREAL_URL to docker.env, add single-container override
- Security: restore apt-get upgrade in Dockerfile and Dockerfile.single
- Create centralized getDateLocale helper (lib/utils/date-locale.ts)
- Refactor 7 files to use getDateLocale helper
- Revert config/route.ts to origin/main version
- Move test files to co-located pattern (3 files)
- Remove local useTranslation mock from ConfirmDialog.test.tsx
- Simplify use-version-check to single useEffect pattern
- Fix test import paths after moving to co-located pattern

* fix: add jest-dom types for test files

* fix: address remaining review issues

- Add apt-get upgrade -y to Dockerfile.single backend-builder stage
- Refactor ChatColumn.test.tsx: use 'as unknown as ReturnType<typeof hook>' instead of 'as any'
- Use toBeInTheDocument() assertions instead of toBeDefined()
2026-01-15 13:51:05 -03:00
LUIS NOVO
ab5560c9a2 refactor: reorganize folder structure for better maintainability
Changes:
- Move migrations/ under open_notebook/database/migrations/
- Extract AI models to open_notebook/ai/ (Model, ModelManager, provision)
- Extract podcasts to open_notebook/podcasts/ (EpisodeProfile, SpeakerProfile, PodcastEpisode)
- Reorganize prompts to mirror graphs structure (chat/, source_chat/)

This improves code organization by:
- Consolidating database concerns (migrations now with database code)
- Separating AI infrastructure from domain entities
- Isolating podcast feature into its own module
- Creating consistent prompt/graph naming conventions

All 52 tests pass.
2026-01-03 14:04:27 -03:00
Bui Thanh Son
55b8e6380c
fix: add UTF-8 encoding for async migrations file reading (#279)
Add UTF-8 encoding when opening migration files.
2025-11-27 09:59:47 -03:00
Luis Novo
b7e656a319
Version 1 (#160)
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
2025-10-18 12:46:22 -03:00
Luis Novo
d7b0fff954
Api podcast migration (#93)
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
2025-07-17 08:36:11 -03:00