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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
d8006ff5cb
feat: content-type aware chunking and unified embedding (#444)
* 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
2026-01-21 23:49:08 -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
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