* 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
* 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>
* fix: filter empty content in rebuild embeddings queries
Update collect_items_for_rebuild() to properly filter out items with
empty or whitespace-only content before submitting embedding jobs.
Changes:
- Sources: add string::trim(full_text) != '' filter
- Notes: add string::trim(content) != '' filter
- Insights: add content != none AND string::trim(content) != '' filter
(previously had no content filter at all)
This prevents unnecessary job submissions that would fail validation
in the individual embed commands.
Ref #513
* feat: add command_id to embedding error logs
Add get_command_id() helper to extract command_id from execution context.
Include command_id in error logs for all embedding commands:
- embed_note_command
- embed_insight_command
- embed_source_command
- create_insight_command
This makes it easier to trace failed embedding jobs back to specific
command records in the database.
Ref #513
* fix: improve logging for embedding commands
Log improvements:
- Add command_id to all embedding error logs for traceability
- Transaction conflicts in repo_insert now log at DEBUG (not ERROR)
- Embedding API errors log at DEBUG, only ERROR when retries exhausted
- Friendlier retry messages: "This will be retried automatically"
- Include model name and command_id in generate_embeddings errors
Files changed:
- commands/embedding_commands.py: command_id in logs, friendlier messages
- open_notebook/database/repository.py: DEBUG for transaction conflicts
- open_notebook/utils/embedding.py: DEBUG logging, pass-through command_id
Ref #513
* fix: correct field names in rebuild embeddings status endpoint
The API status endpoint was looking for wrong field names:
- sources_processed → sources_submitted
- notes_processed → notes_submitted
- insights_processed → insights_submitted
- processed_items → jobs_submitted
- failed_items → failed_submissions
The command outputs "_submitted" because embedding happens async
(we count jobs submitted, not items processed).
Ref #513
* fix: update rebuild UI text to reflect async job submission
Changed terminology from "Completed/processed" to "Jobs Submitted"
since the rebuild command submits embedding jobs for async processing,
not completing them synchronously.
Updated in all locales: en-US, pt-BR, zh-CN, zh-TW, ja-JP
Ref #513
* refactor: migrate retry strategy from allowlist to blocklist
- Change from `retry_on: [RuntimeError, ...]` to `stop_on: [ValueError]`
- This is more resilient: new exception types auto-retry by default
- Simplified exception handling: ValueError = permanent, else = retry
- Transient errors logged at DEBUG (surreal-commands logs final failure)
- Permanent errors (ValueError) logged at ERROR
Ref #513
* fix: improve error handling in repo_create and repo_insert
When SurrealDB encounters an error (e.g., schema validation failure),
it may return a string error message instead of the expected record.
Previously, this caused a confusing "'str' object has no attribute
'items'" error in base.py:save().
This change adds error string detection to repo_create() and repo_insert(),
raising a RuntimeError with the actual SurrealDB error message. This helps
debug issues like #469 by showing the underlying database error.
Related to #469
* fix: preserve error details in repo_insert RuntimeError handling
The RuntimeError with SurrealDB error message was being caught by
the broad 'except Exception' block and replaced with a generic
'Failed to create record' message.
Now RuntimeError is caught separately and re-raised, preserving
the actual error details for debugging.
* 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
* 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")
Addresses issue #362 - users were seeing hundreds of ERROR/WARNING logs
when processing large documents due to SurrealDB v2 transaction conflicts
during concurrent chunk embedding operations.
Changes:
- Upgraded to surreal-commands v1.3.0 which includes retry_log_level feature
- Increased retry attempts from 5 to 15 with max wait time 120s (from 30s)
to handle deep queues during concurrent processing
- Set retry_log_level to "debug" in embed_chunk and process_source commands
- Changed repository.py RuntimeError logging from ERROR to DEBUG level
- Updated command exception handlers to log retries at DEBUG level
- Updated documentation to reflect retry strategy
This is a temporary workaround for SurrealDB v2.x transaction conflict
issues with SEARCH indexes. Settings can be reduced after migrating to
SurrealDB v3 which fixes the underlying concurrency issue.
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
* fix: add missing overflow wrapper to notebooks list page
Adds flex-1 overflow-y-auto wrapper to enable proper scrolling
when notebook list exceeds viewport height. Matches the layout
pattern used by all other dashboard pages.
Co-Authored-By: Claude <noreply@anthropic.com>
* fix: reorder transformation routes to prevent dynamic route interception
Moved static routes (/transformations/execute and /transformations/default-prompt)
before dynamic routes (/transformations/{transformation_id}) to ensure FastAPI
matches them correctly. Previously, requests to static routes were incorrectly
captured by the dynamic route handler.
Fixes#250
Co-Authored-By: Claude <noreply@anthropic.com>
* chore: bump to 1.2.1
* hide source and notes panel - fixes#193
* feat: improve layout for mobile views
* bump version to 1.2.2
* fix: address PR review feedback for collapsible columns
- Remove unused CollapseButton component from CollapsibleColumn.tsx
- Rename useCollapseButton to createCollapseButton (not a React hook)
- Move dialogs outside Card in SourcesColumn.tsx for consistency
- Add useMemo for collapseButton in both columns to prevent re-renders
* feat: support multiple sources
* fix: prevent ChatColumn double mounting on desktop
Add useIsDesktop hook to conditionally render mobile view only on
mobile screens. Previously, the mobile ChatColumn was hidden via CSS
on desktop but still mounted, causing duplicate hooks initialization
and redundant network requests.
---------
Co-authored-by: Claude <noreply@anthropic.com>
* chore: improve podcast transcripts
* fix: remove date from insight - fixes#241
* fix: improve scrolling on source and insights - fixes#237
* chore: update esperanto to fix: #234
* chore: update esperanto to fix#226
* fix: process vectorization as subcommands to handle larger documents more gracefully - fix: #229
* feat: enable background job retry capabilities
* feat: reenable content types that were disabled during alpha version
* fix: remove unnecessary model caching causing many issues.
* feat: support multiple azure endpoints and keys just like openai compatible. Fixes#215
* docs: update azure variables
* chore: bump and update dependencies
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
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
