* 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>
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Quick Fixes - Top 11 Issues & Solutions
Common problems with 1-minute solutions.
#1: "Cannot connect to server"
Symptom: Browser shows error "Cannot connect to server" or "Unable to reach API"
Cause: Frontend can't reach API
Solution (1 minute):
# Step 1: Check if API is running
docker ps | grep api
# Step 2: Verify port 5055 is accessible
curl http://localhost:5055/health
# Expected output: {"status":"ok"}
# If that doesn't work:
# Step 3: Restart services
docker compose restart
# Step 4: Try again
# Open http://localhost:8502 in browser
If still broken:
- Check
API_URLin .env (should match your frontend URL) - See Connection Issues
#2: "Invalid API key" or "Models not showing"
Symptom: Settings → Models shows "No models available"
Cause: No credential configured, or credential has invalid API key
Solution (1 minute):
1. Go to Settings → API Keys
2. If no credential exists, click "Add Credential" and add one
3. If a credential exists, click "Test Connection"
4. If test fails, delete and re-create with correct key
5. After test passes, click "Discover Models" → "Register Models"
6. Go to Settings → Models to verify models appear
If still broken:
- Make sure key has no extra spaces
- Generate a fresh key from provider dashboard
- Check that
OPEN_NOTEBOOK_ENCRYPTION_KEYis set in docker-compose.yml - See AI & Chat Issues
#3: "Port X already in use"
Symptom: Docker error "Port 8502 is already allocated"
Cause: Another service using that port
Solution (1 minute):
# Option 1: Stop the other service
# Find what's using port 8502
lsof -i :8502
# Kill it or close the app
# Option 2: Use different port
# Edit docker-compose.yml
# Change: - "8502:8502"
# To: - "8503:8502"
# Then restart
docker compose restart
# Access at: http://localhost:8503
#4: "Cannot process file" or "Unsupported format"
Symptom: Upload fails or says "File format not supported"
Cause: File type not supported or too large
Solution (1 minute):
# Check if file format is supported:
# ✓ PDF, DOCX, PPTX, XLSX (documents)
# ✓ MP3, WAV, M4A (audio)
# ✓ MP4, AVI, MOV (video)
# ✓ URLs/web links
# ✗ Pure images (.jpg without OCR)
# ✗ Files > 100MB
# Try these:
# - Convert to PDF if possible
# - Split large files
# - Try uploading again
#5: "Chat is very slow"
Symptom: Chat responses take minutes or timeout
Cause: Slow AI provider, large context, or overloaded system
Solution (1 minute):
# Step 1: Check which model you're using
# Settings → Models
# Note the model name
# Step 2: Try a cheaper/faster model
# OpenAI: Switch to gpt-4o-mini (10x cheaper, slightly faster)
# Anthropic: Switch to claude-3-5-haiku (fastest)
# Groq: Use any model (ultra-fast)
# Step 3: Reduce context
# Chat: Select fewer sources
# Use "Summary Only" instead of "Full Content"
# Step 4: Check if API is overloaded
docker stats
# Look at CPU/memory usage
For deep dive: See AI & Chat Issues
#6: "Chat gives bad responses"
Symptom: AI responses are generic, wrong, or irrelevant
Cause: Bad context, vague question, or wrong model
Solution (1 minute):
# Step 1: Make sure sources are in context
# Click "Select Sources" in Chat
# Verify relevant sources are checked and set to "Full Content"
# Step 2: Ask a specific question
# Bad: "What do you think?"
# Good: "Based on the paper's methodology section, what are the 3 main limitations?"
# Step 3: Try a more powerful model
# OpenAI: Use gpt-4o (better reasoning)
# Anthropic: Use claude-3-5-sonnet (best reasoning)
# Step 4: Check citations
# Click citations to verify AI actually saw those sources
For detailed help: See Chat Effectively
#7: "Search returns nothing"
Symptom: Search shows 0 results even though content exists
Cause: Wrong search type or poor query
Solution (1 minute):
# Try a different search type:
# If you searched with KEYWORDS:
# Try VECTOR SEARCH instead
# (Concept-based, not keyword-based)
# If you searched for CONCEPTS:
# Try TEXT SEARCH instead
# (Look for specific words in your query)
# Try simpler search:
# Instead of: "How do transformers work in neural networks?"
# Try: "transformers" or "neural networks"
# Check sources are processed:
# Go to notebook
# All sources should show green "Ready" status
For detailed help: See Search Effectively
#8: "Podcast generation failed"
Symptom: "Podcast generation failed" error
Cause: Insufficient content, API quota, or network issue
Solution (1 minute):
# Step 1: Make sure you have content
# Select at least 1-2 sources
# Avoid single-sentence sources
# Step 2: Try again
# Sometimes it's a temporary API issue
# Wait 30 seconds and retry
# Step 3: Check your TTS provider has quota
# OpenAI: Check account has credits
# ElevenLabs: Check monthly quota
# Google: Check API quota
# Step 4: Try different TTS provider
# In podcast generation, choose "Google" or "Local"
# instead of "ElevenLabs"
For detailed help: See FAQ
#9: "Services won't start" or Docker error
Symptom: Docker error when running docker compose up
Cause: Corrupt configuration, permission issue, or resource issue
Solution (1 minute):
# Step 1: Check logs
docker compose logs
# Step 2: Try restart
docker compose restart
# Step 3: If that fails, rebuild
docker compose down
docker compose up --build
# Step 4: Check disk space
df -h
# Need at least 5GB free
# Step 5: Check Docker has enough memory
# Docker settings → Resources → Memory: 4GB+
#10: "Database says 'too many connections'"
Symptom: Error about database connections
Cause: Too many concurrent operations
Solution (1 minute):
# In .env, reduce concurrency:
SURREAL_COMMANDS_MAX_TASKS=2
# Then restart:
docker compose restart
# This makes it slower but more stable
#11: Slow Startup or Download Timeouts (China/Slow Networks)
Symptom: Container crashes on startup, worker enters FATAL state, or pip/uv downloads fail
Cause: Slow network or restricted access to Python package repositories
Solution:
Increase Download Timeout
# In docker-compose.yml environment:
environment:
- UV_HTTP_TIMEOUT=600 # 10 minutes (default is 30s)
Use Chinese Mirrors (if in China)
environment:
- UV_HTTP_TIMEOUT=600
- UV_INDEX_URL=https://pypi.tuna.tsinghua.edu.cn/simple
- PIP_INDEX_URL=https://pypi.tuna.tsinghua.edu.cn/simple
Alternative Chinese mirrors:
- Tsinghua:
https://pypi.tuna.tsinghua.edu.cn/simple - Aliyun:
https://mirrors.aliyun.com/pypi/simple/ - Huawei:
https://repo.huaweicloud.com/repository/pypi/simple
Note: First startup may take several minutes while dependencies download. Subsequent starts will be faster.
Quick Troubleshooting Checklist
When something breaks:
- Restart services:
docker compose restart - Check logs:
docker compose logs - Verify connectivity:
curl http://localhost:5055/health - Check .env: API keys set? API_URL correct?
- Check resources:
docker stats(CPU/memory) - Clear cache:
docker system prune(free space) - Rebuild if needed:
docker compose up --build
Nuclear Options (Last Resort)
Completely reset (will lose all data in Docker):
docker compose down -v
docker compose up --build
Reset to defaults:
# Backup your .env first!
cp .env .env.backup
# Reset to example
cp .env.example .env
# Edit with your API keys
# Restart
docker compose up
Prevention Tips
- Keep backups — Export your notebooks regularly
- Monitor logs — Check
docker compose logsperiodically - Update regularly — Pull latest image:
docker pull lfnovo/open_notebook:latest - Document changes — Keep notes on what you configured
- Test after updates — Verify everything works
Still Stuck?
- Look up your exact error in Troubleshooting Index
- Check the FAQ in FAQ
- Check logs:
docker compose logs | head -50 - Ask for help: Discord or GitHub Issues