open-notebook/api/credentials_service.py
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

883 lines
33 KiB
Python

"""
Credentials Service
Business logic for managing AI provider credentials.
Extracted from the credentials router to follow the service layer pattern.
All functions raise ValueError for business errors (router converts to HTTPException).
"""
import ipaddress
import os
import socket
from typing import Dict, List, Optional
from urllib.parse import urlparse
import httpx
from loguru import logger
from pydantic import SecretStr
from api.models import CredentialResponse
from open_notebook.domain.credential import Credential
from open_notebook.utils.encryption import get_secret_from_env
# =============================================================================
# Constants
# =============================================================================
# Provider environment variable configuration.
# - "required": ALL listed env vars must be set for the provider to be considered configured.
# - "required_any": at least ONE of the listed env vars must be set.
# - "optional": additional env vars used during migration but not required.
PROVIDER_ENV_CONFIG: Dict[str, dict] = {
"openai": {"required": ["OPENAI_API_KEY"]},
"anthropic": {"required": ["ANTHROPIC_API_KEY"]},
"google": {"required_any": ["GOOGLE_API_KEY", "GEMINI_API_KEY"]},
"groq": {"required": ["GROQ_API_KEY"]},
"mistral": {"required": ["MISTRAL_API_KEY"]},
"deepseek": {"required": ["DEEPSEEK_API_KEY"]},
"xai": {"required": ["XAI_API_KEY"]},
"openrouter": {"required": ["OPENROUTER_API_KEY"]},
"voyage": {"required": ["VOYAGE_API_KEY"]},
"elevenlabs": {"required": ["ELEVENLABS_API_KEY"]},
"ollama": {"required": ["OLLAMA_API_BASE"]},
"vertex": {
"required": ["VERTEX_PROJECT", "VERTEX_LOCATION"],
"optional": ["GOOGLE_APPLICATION_CREDENTIALS"],
},
"azure": {
"required": ["AZURE_OPENAI_API_KEY", "AZURE_OPENAI_ENDPOINT", "AZURE_OPENAI_API_VERSION"],
"optional": [
"AZURE_OPENAI_ENDPOINT_LLM",
"AZURE_OPENAI_ENDPOINT_EMBEDDING",
"AZURE_OPENAI_ENDPOINT_STT",
"AZURE_OPENAI_ENDPOINT_TTS",
],
},
"openai_compatible": {
"required_any": ["OPENAI_COMPATIBLE_BASE_URL", "OPENAI_COMPATIBLE_API_KEY"],
},
}
PROVIDER_MODALITIES: Dict[str, List[str]] = {
"openai": ["language", "embedding", "speech_to_text", "text_to_speech"],
"anthropic": ["language"],
"google": ["language", "embedding"],
"groq": ["language", "speech_to_text"],
"mistral": ["language", "embedding"],
"deepseek": ["language"],
"xai": ["language"],
"openrouter": ["language"],
"voyage": ["embedding"],
"elevenlabs": ["text_to_speech"],
"ollama": ["language", "embedding"],
"vertex": ["language", "embedding"],
"azure": ["language", "embedding", "speech_to_text", "text_to_speech"],
"openai_compatible": ["language", "embedding", "speech_to_text", "text_to_speech"],
}
# =============================================================================
# URL Validation (SSRF protection)
# =============================================================================
def validate_url(url: str, provider: str) -> None:
"""
Validate URL format for API endpoints.
This is a self-hosted application, so we allow:
- Private IPs (10.x, 172.16-31.x, 192.168.x) for self-hosted services
- Localhost for local services (Ollama, LM Studio, etc.)
We only block:
- Invalid schemes (must be http or https)
- Malformed URLs
- Link-local addresses (169.254.x.x) - used for cloud metadata endpoints
- Hostnames that resolve to link-local addresses
Args:
url: The URL to validate
provider: The provider name (for logging/context)
Raises:
ValueError: If the URL is invalid
"""
if not url or not url.strip():
return # Empty URLs handled elsewhere
try:
parsed = urlparse(url.strip())
# Validate scheme - only http/https allowed
if parsed.scheme not in ("http", "https"):
raise ValueError(
f"Invalid URL scheme: '{parsed.scheme}'. Only http and https are allowed."
)
# Extract hostname
hostname = parsed.hostname
if not hostname:
raise ValueError("Invalid URL: hostname could not be determined.")
# Try to parse as IP address to check for dangerous addresses
try:
ip = ipaddress.ip_address(hostname)
# Block link-local addresses (169.254.x.x) - used for cloud metadata
# These are dangerous as they can expose cloud instance credentials
if ip.is_link_local:
raise ValueError(
"Link-local addresses (169.254.x.x) are not allowed for security reasons. "
"These addresses are used for cloud metadata endpoints."
)
# Block IPv4-mapped IPv6 addresses pointing to link-local
# e.g. ::ffff:169.254.169.254 bypasses IPv6 is_link_local check
if hasattr(ip, "ipv4_mapped") and ip.ipv4_mapped and ip.ipv4_mapped.is_link_local:
raise ValueError(
"Link-local addresses (169.254.x.x) are not allowed for security reasons. "
"These addresses are used for cloud metadata endpoints."
)
except ValueError as ve:
# Re-raise our own ValueErrors
if "Link-local" in str(ve) or "Invalid URL" in str(ve):
raise
# Not an IP address, it's a hostname - need to resolve and check
try:
# Resolve hostname to IP address
resolved_ips = socket.getaddrinfo(hostname, None)
for family, _, _, _, sockaddr in resolved_ips:
ip_addr = sockaddr[0]
try:
parsed_ip = ipaddress.ip_address(ip_addr)
if parsed_ip.is_link_local:
raise ValueError(
f"Hostname '{hostname}' resolves to a link-local address (169.254.x.x) which is not allowed for security reasons. "
"These addresses are used for cloud metadata endpoints."
)
# Block IPv4-mapped IPv6 addresses pointing to link-local
if (
hasattr(parsed_ip, "ipv4_mapped")
and parsed_ip.ipv4_mapped
and parsed_ip.ipv4_mapped.is_link_local
):
raise ValueError(
f"Hostname '{hostname}' resolves to a link-local address (169.254.x.x) which is not allowed for security reasons. "
"These addresses are used for cloud metadata endpoints."
)
except ValueError as inner_ve:
if "link-local" in str(inner_ve).lower() or "Link-local" in str(inner_ve):
raise
# Skip non-IP addresses (e.g., IPv6 zones)
continue
except socket.gaierror:
# Could not resolve hostname - allow it since the URL may be
# valid in the deployment environment (e.g., Azure endpoints,
# internal DNS names). We only block link-local addresses.
pass
except ValueError:
raise
except Exception:
raise ValueError("Invalid URL format. Check server logs for details.")
# =============================================================================
# Helpers
# =============================================================================
def require_encryption_key() -> None:
"""Raise ValueError if encryption key is not configured."""
if not get_secret_from_env("OPEN_NOTEBOOK_ENCRYPTION_KEY"):
raise ValueError(
"Encryption key not configured. "
"Set OPEN_NOTEBOOK_ENCRYPTION_KEY to enable storing API keys."
)
def credential_to_response(cred: Credential, model_count: int = 0) -> CredentialResponse:
"""Convert a Credential domain object to API response."""
return CredentialResponse(
id=cred.id or "",
name=cred.name,
provider=cred.provider,
modalities=cred.modalities,
base_url=cred.base_url,
endpoint=cred.endpoint,
api_version=cred.api_version,
endpoint_llm=cred.endpoint_llm,
endpoint_embedding=cred.endpoint_embedding,
endpoint_stt=cred.endpoint_stt,
endpoint_tts=cred.endpoint_tts,
project=cred.project,
location=cred.location,
credentials_path=cred.credentials_path,
has_api_key=cred.api_key is not None,
created=str(cred.created) if cred.created else "",
updated=str(cred.updated) if cred.updated else "",
model_count=model_count,
)
def check_env_configured(provider: str) -> bool:
"""Check if a provider has sufficient env vars configured for migration."""
config = PROVIDER_ENV_CONFIG.get(provider)
if not config:
return False
if "required_any" in config:
return any(bool(os.environ.get(v, "").strip()) for v in config["required_any"])
elif "required" in config:
return all(bool(os.environ.get(v, "").strip()) for v in config["required"])
return False
def get_default_modalities(provider: str) -> List[str]:
"""Get default modalities for a provider."""
return PROVIDER_MODALITIES.get(provider.lower(), ["language"])
def create_credential_from_env(provider: str) -> Credential:
"""Create a Credential from environment variables for a given provider."""
modalities = get_default_modalities(provider)
name = "Default (Migrated from env)"
if provider == "ollama":
return Credential(
name=name,
provider=provider,
modalities=modalities,
base_url=os.environ.get("OLLAMA_API_BASE"),
)
elif provider == "vertex":
return Credential(
name=name,
provider=provider,
modalities=modalities,
project=os.environ.get("VERTEX_PROJECT"),
location=os.environ.get("VERTEX_LOCATION"),
credentials_path=os.environ.get("GOOGLE_APPLICATION_CREDENTIALS"),
)
elif provider == "azure":
return Credential(
name=name,
provider=provider,
modalities=modalities,
api_key=SecretStr(os.environ["AZURE_OPENAI_API_KEY"]),
endpoint=os.environ.get("AZURE_OPENAI_ENDPOINT"),
api_version=os.environ.get("AZURE_OPENAI_API_VERSION"),
endpoint_llm=os.environ.get("AZURE_OPENAI_ENDPOINT_LLM"),
endpoint_embedding=os.environ.get("AZURE_OPENAI_ENDPOINT_EMBEDDING"),
endpoint_stt=os.environ.get("AZURE_OPENAI_ENDPOINT_STT"),
endpoint_tts=os.environ.get("AZURE_OPENAI_ENDPOINT_TTS"),
)
elif provider == "openai_compatible":
api_key = os.environ.get("OPENAI_COMPATIBLE_API_KEY")
return Credential(
name=name,
provider=provider,
modalities=modalities,
api_key=SecretStr(api_key) if api_key else None,
base_url=os.environ.get("OPENAI_COMPATIBLE_BASE_URL"),
)
elif provider == "google":
# Support both GOOGLE_API_KEY and GEMINI_API_KEY (fallback)
api_key = os.environ.get("GOOGLE_API_KEY") or os.environ.get("GEMINI_API_KEY")
return Credential(
name=name,
provider=provider,
modalities=modalities,
api_key=SecretStr(api_key) if api_key else None,
)
else:
# Simple API key providers
config = PROVIDER_ENV_CONFIG.get(provider, {})
required = config.get("required", [])
env_var = required[0] if required else None
api_key = os.environ.get(env_var) if env_var else None
return Credential(
name=name,
provider=provider,
modalities=modalities,
api_key=SecretStr(api_key) if api_key else None,
)
# =============================================================================
# Service Functions
# =============================================================================
async def get_provider_status() -> dict:
"""
Get configuration status: encryption key status, and per-provider
configured/source information.
"""
encryption_configured = bool(get_secret_from_env("OPEN_NOTEBOOK_ENCRYPTION_KEY"))
configured: Dict[str, bool] = {}
source: Dict[str, str] = {}
for provider in PROVIDER_ENV_CONFIG:
env_configured = check_env_configured(provider)
try:
db_credentials = await Credential.get_by_provider(provider)
db_configured = len(db_credentials) > 0
except Exception:
db_configured = False
configured[provider] = db_configured or env_configured
if db_configured:
source[provider] = "database"
elif env_configured:
source[provider] = "environment"
else:
source[provider] = "none"
return {
"configured": configured,
"source": source,
"encryption_configured": encryption_configured,
}
async def get_env_status() -> Dict[str, bool]:
"""Check what's configured via environment variables."""
env_status: Dict[str, bool] = {}
for provider in PROVIDER_ENV_CONFIG:
env_status[provider] = check_env_configured(provider)
return env_status
async def test_credential(credential_id: str) -> dict:
"""
Test connection using a credential's configuration.
Returns dict with provider, success, message keys.
"""
provider = "unknown"
try:
cred = await Credential.get(credential_id)
config = cred.to_esperanto_config()
from open_notebook.ai.connection_tester import (
_test_azure_connection,
_test_ollama_connection,
_test_openai_compatible_connection,
)
provider = cred.provider.lower()
# Handle special providers
if provider == "ollama":
base_url = config.get("base_url", "http://localhost:11434")
success, message = await _test_ollama_connection(base_url)
return {"provider": provider, "success": success, "message": message}
if provider == "openai_compatible":
base_url = config.get("base_url")
api_key = config.get("api_key")
if not base_url:
return {
"provider": provider,
"success": False,
"message": "No base URL configured",
}
success, message = await _test_openai_compatible_connection(
base_url, api_key
)
return {"provider": provider, "success": success, "message": message}
if provider == "azure":
success, message = await _test_azure_connection(
endpoint=config.get("endpoint"),
api_key=config.get("api_key"),
api_version=config.get("api_version"),
)
return {"provider": provider, "success": success, "message": message}
# Standard provider: use Esperanto to create and test
from esperanto.factory import AIFactory
from open_notebook.ai.connection_tester import TEST_MODELS
if provider not in TEST_MODELS:
return {
"provider": provider,
"success": False,
"message": f"Unknown provider: {provider}",
}
test_model, test_type = TEST_MODELS[provider]
if not test_model:
return {
"provider": provider,
"success": False,
"message": f"No test model configured for {provider}",
}
if test_type == "language":
model = AIFactory.create_language(
model_name=test_model, provider=provider, config=config
)
lc_model = model.to_langchain()
await lc_model.ainvoke("Hi")
return {"provider": provider, "success": True, "message": "Connection successful"}
elif test_type == "embedding":
model = AIFactory.create_embedding(
model_name=test_model, provider=provider, config=config
)
await model.aembed(["test"])
return {"provider": provider, "success": True, "message": "Connection successful"}
elif test_type == "text_to_speech":
AIFactory.create_text_to_speech(model_name=test_model, provider=provider, config=config)
return {
"provider": provider,
"success": True,
"message": "Connection successful (key format valid)",
}
return {
"provider": provider,
"success": False,
"message": f"Unsupported test type: {test_type}",
}
except Exception as e:
error_msg = str(e)
if "401" in error_msg or "unauthorized" in error_msg.lower():
return {"provider": provider, "success": False, "message": "Invalid API key"}
elif "403" in error_msg or "forbidden" in error_msg.lower():
return {"provider": provider, "success": False, "message": "API key lacks required permissions"}
elif "rate" in error_msg.lower() and "limit" in error_msg.lower():
return {"provider": provider, "success": True, "message": "Rate limited - but connection works"}
elif "not found" in error_msg.lower() and "model" in error_msg.lower():
return {"provider": provider, "success": True, "message": "API key valid (test model not available)"}
else:
logger.debug(f"Test connection error for credential {credential_id}: {e}")
truncated = error_msg[:100] + "..." if len(error_msg) > 100 else error_msg
return {"provider": provider, "success": False, "message": f"Error: {truncated}"}
async def discover_with_config(provider: str, config: dict) -> List[dict]:
"""
Discover models using explicit config instead of env vars.
Returns model names only — no type classification.
The user chooses the model type when registering.
"""
api_key = config.get("api_key")
base_url = config.get("base_url")
# Static model lists for providers without a listing API
STATIC_MODELS: Dict[str, List[str]] = {
"anthropic": [
"claude-opus-4-20250514",
"claude-sonnet-4-20250514",
"claude-3-5-sonnet-20241022",
"claude-3-5-haiku-20241022",
"claude-3-opus-20240229",
"claude-3-sonnet-20240229",
"claude-3-haiku-20240307",
],
"voyage": [
"voyage-3", "voyage-3-lite", "voyage-code-3",
"voyage-finance-2", "voyage-law-2", "voyage-multilingual-2",
],
"elevenlabs": [
"eleven_multilingual_v2", "eleven_turbo_v2_5",
"eleven_turbo_v2", "eleven_monolingual_v1",
],
}
if provider in STATIC_MODELS:
if not api_key and provider != "ollama":
return []
return [
{"name": m, "provider": provider}
for m in STATIC_MODELS[provider]
]
# API-based discovery URLs (OpenAI-style /models endpoints)
url_map = {
"openai": "https://api.openai.com/v1/models",
"groq": "https://api.groq.com/openai/v1/models",
"mistral": "https://api.mistral.ai/v1/models",
"deepseek": "https://api.deepseek.com/models",
"xai": "https://api.x.ai/v1/models",
"openrouter": "https://openrouter.ai/api/v1/models",
}
if provider == "ollama":
ollama_url = base_url or "http://localhost:11434"
try:
async with httpx.AsyncClient() as client:
response = await client.get(f"{ollama_url}/api/tags", timeout=10.0)
response.raise_for_status()
data = response.json()
return [
{"name": m.get("name", ""), "provider": "ollama"}
for m in data.get("models", [])
if m.get("name")
]
except Exception as e:
logger.warning(f"Failed to discover Ollama models: {e}")
return []
if provider == "openai_compatible":
if not base_url:
return []
try:
headers = {}
if api_key:
headers["Authorization"] = f"Bearer {api_key}"
async with httpx.AsyncClient() as client:
response = await client.get(
f"{base_url.rstrip('/')}/models", headers=headers, timeout=30.0,
)
response.raise_for_status()
data = response.json()
return [
{"name": m.get("id", ""), "provider": "openai_compatible"}
for m in data.get("data", [])
if m.get("id")
]
except Exception as e:
logger.warning(f"Failed to discover openai_compatible models: {e}")
return []
if provider == "azure":
endpoint = config.get("endpoint")
api_version = config.get("api_version", "2024-06-01")
if not endpoint or not api_key:
return []
try:
url = f"{endpoint.rstrip('/')}/openai/models?api-version={api_version}"
headers = {"api-key": api_key}
async with httpx.AsyncClient() as client:
response = await client.get(url, headers=headers, timeout=30.0)
response.raise_for_status()
data = response.json()
return [
{"name": m.get("id", ""), "provider": "azure"}
for m in data.get("data", [])
if m.get("id")
]
except Exception as e:
logger.warning(f"Failed to discover Azure models: {e}")
return []
if provider == "vertex":
# Vertex AI requires service-account OAuth2 for model listing.
# Return a curated static list of well-known Vertex models instead.
VERTEX_MODELS = [
"gemini-2.0-flash",
"gemini-2.0-flash-lite",
"gemini-1.5-pro",
"gemini-1.5-flash",
"text-embedding-005",
]
return [{"name": m, "provider": "vertex"} for m in VERTEX_MODELS]
if provider == "google":
try:
headers = {"X-Goog-Api-Key": api_key} if api_key else {}
async with httpx.AsyncClient() as client:
response = await client.get(
"https://generativelanguage.googleapis.com/v1/models",
headers=headers,
timeout=30.0,
)
response.raise_for_status()
data = response.json()
return [
{
"name": model.get("name", "").replace("models/", ""),
"provider": "google",
"description": model.get("displayName"),
}
for model in data.get("models", [])
if model.get("name")
]
except Exception as e:
logger.warning(f"Failed to discover Google models: {e}")
return []
# Standard OpenAI-style API discovery
discovery_url = url_map.get(provider)
if not discovery_url or not api_key:
return []
try:
async with httpx.AsyncClient() as client:
response = await client.get(
discovery_url,
headers={"Authorization": f"Bearer {api_key}"},
timeout=30.0,
)
response.raise_for_status()
data = response.json()
return [
{
"name": m.get("id", ""),
"provider": provider,
"description": m.get("name"),
}
for m in data.get("data", [])
if m.get("id")
]
except Exception as e:
logger.warning(f"Failed to discover {provider} models: {e}")
return []
async def register_models(credential_id: str, models_data: list) -> dict:
"""
Register discovered models and link them to a credential.
Args:
credential_id: The credential ID to link models to
models_data: List of dicts with name, provider, model_type
Returns:
dict with created and existing counts
"""
cred = await Credential.get(credential_id)
from open_notebook.ai.models import Model
from open_notebook.database.repository import repo_query
# Batch fetch existing models for this provider
existing_models = await repo_query(
"SELECT string::lowercase(name) as name, string::lowercase(type) as type FROM model "
"WHERE string::lowercase(provider) = $provider",
{"provider": cred.provider.lower()},
)
existing_keys = {(m["name"], m["type"]) for m in existing_models}
created = 0
existing = 0
for model_data in models_data:
key = (model_data.name.lower(), model_data.model_type.lower())
if key in existing_keys:
existing += 1
continue
new_model = Model(
name=model_data.name,
provider=model_data.provider or cred.provider,
type=model_data.model_type,
credential=cred.id,
)
await new_model.save()
created += 1
return {"created": created, "existing": existing}
async def migrate_from_provider_config() -> dict:
"""
Migrate existing ProviderConfig data to individual credential records.
Returns dict with message, migrated, skipped, errors.
"""
logger.info("=== Starting ProviderConfig migration ===")
require_encryption_key()
logger.info("Encryption key verified")
from open_notebook.domain.provider_config import ProviderConfig
config = await ProviderConfig.get_instance()
logger.info(
f"Found ProviderConfig with {len(config.credentials)} provider(s): "
f"{', '.join(config.credentials.keys())}"
)
migrated = []
skipped = []
errors = []
for provider, credentials_list in config.credentials.items():
for old_cred in credentials_list:
try:
# Check if a credential already exists for this provider with same name
existing = await Credential.get_by_provider(provider)
names = [c.name for c in existing]
if old_cred.name in names:
logger.info(
f"[{provider}/{old_cred.name}] Already exists in DB, skipping"
)
skipped.append(f"{provider}/{old_cred.name}")
continue
# Determine modalities from the provider type
modalities = get_default_modalities(provider)
logger.info(f"[{provider}/{old_cred.name}] Creating credential")
new_cred = Credential(
name=old_cred.name,
provider=provider,
modalities=modalities,
api_key=old_cred.api_key,
base_url=old_cred.base_url,
endpoint=old_cred.endpoint,
api_version=old_cred.api_version,
endpoint_llm=old_cred.endpoint_llm,
endpoint_embedding=old_cred.endpoint_embedding,
endpoint_stt=old_cred.endpoint_stt,
endpoint_tts=old_cred.endpoint_tts,
project=old_cred.project,
location=old_cred.location,
credentials_path=old_cred.credentials_path,
)
await new_cred.save()
logger.info(
f"[{provider}/{old_cred.name}] Credential saved (id={new_cred.id})"
)
# Link existing models for this provider to the new credential
from open_notebook.ai.models import Model
from open_notebook.database.repository import repo_query
provider_models = await repo_query(
"SELECT * FROM model WHERE string::lowercase(provider) = $provider AND credential IS NONE",
{"provider": provider.lower()},
)
if provider_models:
logger.info(
f"[{provider}/{old_cred.name}] Linking {len(provider_models)} "
f"unassigned model(s)"
)
for model_data in provider_models:
model = Model(**model_data)
model.credential = new_cred.id
await model.save()
migrated.append(f"{provider}/{old_cred.name}")
except Exception as e:
logger.error(
f"[{provider}/{old_cred.name}] Migration FAILED: "
f"{type(e).__name__}: {e}",
exc_info=True,
)
errors.append(f"{provider}/{old_cred.name}: {e}")
logger.info(
f"=== ProviderConfig migration complete === "
f"migrated={len(migrated)} skipped={len(skipped)} errors={len(errors)}"
)
if migrated:
logger.info(f" Migrated: {', '.join(migrated)}")
if skipped:
logger.info(f" Skipped: {', '.join(skipped)}")
if errors:
logger.error(f" Errors: {'; '.join(errors)}")
return {
"message": f"Migration complete. Migrated {len(migrated)} credentials.",
"migrated": migrated,
"skipped": skipped,
"errors": errors,
}
async def migrate_from_env() -> dict:
"""
Migrate API keys from environment variables to credential records.
Returns dict with message, migrated, skipped, not_configured, errors.
"""
logger.info("=== Starting environment variable migration ===")
logger.info(
f"Checking {len(PROVIDER_ENV_CONFIG)} providers: "
f"{', '.join(PROVIDER_ENV_CONFIG.keys())}"
)
require_encryption_key()
logger.info("Encryption key verified")
from open_notebook.ai.models import Model
from open_notebook.database.repository import repo_query
migrated = []
skipped = []
not_configured = []
errors = []
for provider in PROVIDER_ENV_CONFIG:
try:
if not check_env_configured(provider):
logger.debug(f"[{provider}] No env vars configured, skipping")
not_configured.append(provider)
continue
logger.info(f"[{provider}] Env vars detected, checking for existing credentials")
existing = await Credential.get_by_provider(provider)
if existing:
logger.info(
f"[{provider}] Already has {len(existing)} credential(s) in DB, skipping"
)
skipped.append(provider)
continue
logger.info(f"[{provider}] Creating credential from env vars")
cred = create_credential_from_env(provider)
await cred.save()
logger.info(f"[{provider}] Credential saved successfully (id={cred.id})")
# Link unassigned models to this credential
provider_models = await repo_query(
"SELECT * FROM model WHERE string::lowercase(provider) = $provider AND credential IS NONE",
{"provider": provider.lower()},
)
if provider_models:
logger.info(
f"[{provider}] Linking {len(provider_models)} unassigned model(s) "
f"to credential {cred.id}"
)
for model_data in provider_models:
model = Model(**model_data)
model.credential = cred.id
await model.save()
else:
logger.info(f"[{provider}] No unassigned models to link")
migrated.append(provider)
except Exception as e:
logger.error(
f"[{provider}] Migration FAILED: {type(e).__name__}: {e}",
exc_info=True,
)
errors.append(f"{provider}: {e}")
logger.info(
f"=== Environment variable migration complete === "
f"migrated={len(migrated)} skipped={len(skipped)} "
f"not_configured={len(not_configured)} errors={len(errors)}"
)
if migrated:
logger.info(f" Migrated: {', '.join(migrated)}")
if skipped:
logger.info(f" Skipped (already in DB): {', '.join(skipped)}")
if errors:
logger.error(f" Errors: {'; '.join(errors)}")
return {
"message": f"Migration complete. Migrated {len(migrated)} providers.",
"migrated": migrated,
"skipped": skipped,
"not_configured": not_configured,
"errors": errors,
}