* 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 Start - Local & Private (5 minutes)
Get Open Notebook running with 100% local AI using Ollama. No cloud API keys needed, completely private.
Prerequisites
-
Docker Desktop installed
- Download here
- Already have it? Skip to step 2
-
Local LLM - Choose one:
- Ollama (recommended): Download here
- LM Studio (GUI alternative): Download here
Step 1: Choose Your Setup (1 min)
Local Machine (Same Computer)
Everything runs on your machine. Recommended for testing/learning.
Remote Server (Raspberry Pi, NAS, Cloud VM)
Run on a different computer, access from another. Needs network configuration.
Step 2: Create Configuration (1 min)
Create a new folder open-notebook-local and add this file:
docker-compose.yml:
services:
surrealdb:
image: surrealdb/surrealdb:v2
command: start --user root --pass password --bind 0.0.0.0:8000 rocksdb:/mydata/mydatabase.db
ports:
- "8000:8000"
volumes:
- ./surreal_data:/mydata
open_notebook:
image: lfnovo/open_notebook:v1-latest-single
pull_policy: always
ports:
- "8502:8502" # Web UI (React frontend)
- "5055:5055" # API (required!)
environment:
# Encryption key for credential storage (required)
- OPEN_NOTEBOOK_ENCRYPTION_KEY=change-me-to-a-secret-string
# Database (required)
- SURREAL_URL=ws://surrealdb:8000/rpc
- SURREAL_USER=root
- SURREAL_PASSWORD=password
- SURREAL_NAMESPACE=open_notebook
- SURREAL_DATABASE=open_notebook
volumes:
- ./notebook_data:/app/data
- ./surreal_data:/mydata
depends_on:
- surrealdb
restart: always
ollama:
image: ollama/ollama:latest
ports:
- "11434:11434"
volumes:
- ./ollama_models:/root/.ollama
environment:
# Optional: set GPU support if available
- OLLAMA_NUM_GPU=0
restart: always
Edit the file:
- Replace
change-me-to-a-secret-stringwith your own secret (any string works)
Step 3: Start Services (1 min)
Open terminal in your open-notebook-local folder:
docker compose up -d
Wait 10-15 seconds for all services to start.
Step 4: Download a Model (2-3 min)
Ollama needs at least one language model. Pick one:
# Fastest & smallest (recommended for testing)
docker exec open_notebook-ollama-1 ollama pull mistral
# OR: Better quality but slower
docker exec open_notebook-ollama-1 ollama pull neural-chat
# OR: Even better quality, more VRAM needed
docker exec open_notebook-ollama-1 ollama pull llama2
This downloads the model (will take 1-5 minutes depending on your internet).
Step 5: Access Open Notebook (instant)
Open your browser:
http://localhost:8502
You should see the Open Notebook interface.
Step 6: Configure Ollama Provider (1 min)
- Go to Settings → API Keys
- Click Add Credential
- Select provider: Ollama
- Give it a name (e.g., "Local Ollama")
- Enter the base URL:
http://ollama:11434 - Click Save
- Click Test Connection — should show success
- Click Discover Models → Register Models
Step 7: Configure Local Model (1 min)
- Go to Settings → Models
- Set:
- Language Model:
ollama/mistral(or whichever model you downloaded) - Embedding Model:
ollama/nomic-embed-text(auto-downloads if missing)
- Language Model:
- Click Save
Step 8: Create Your First Notebook (1 min)
- Click New Notebook
- Name: "My Private Research"
- Click Create
Step 9: Add Local Content (1 min)
- Click Add Source
- Choose Text
- Paste some text or a local document
- Click Add
Step 10: Chat With Your Content (1 min)
- Go to Chat
- Type: "What did you learn from this?"
- Click Send
- Watch as the local Ollama model responds!
Verification Checklist
- Docker is running
- You can access
http://localhost:8502 - Ollama credential is configured and tested
- Models are registered
- You created a notebook
- Chat works with local model
All checked? You have a completely private, offline research assistant!
Advantages of Local Setup
- No API costs - Free forever
- No internet required - True offline capability
- Privacy first - Your data never leaves your machine
- No subscriptions - No monthly bills
Trade-off: Slower than cloud models (depends on your CPU/GPU)
Troubleshooting
"ollama: command not found"
Docker image name might be different:
docker ps # Find the Ollama container name
docker exec <container_name> ollama pull mistral
Model Download Stuck
Check internet connection and restart:
docker compose restart ollama
Then retry the model pull command.
"Address already in use" Error
docker compose down
docker compose up -d
Low Performance
Check if GPU is available:
# Show available GPUs
docker exec open_notebook-ollama-1 ollama ps
# Enable GPU in docker-compose.yml:
# - OLLAMA_NUM_GPU=1
Then restart: docker compose restart ollama
Adding More Models
# List available models
docker exec open_notebook-ollama-1 ollama list
# Pull additional model
docker exec open_notebook-ollama-1 ollama pull neural-chat
Next Steps
Now that it's running:
- Add Your Own Content: PDFs, documents, articles (see 3-USER-GUIDE)
- Explore Features: Podcasts, transformations, search
- Full Documentation: See all features
- Scale Up: Deploy to a server with better hardware for faster responses
- Benchmark Models: Try different models to find the speed/quality tradeoff you prefer
Alternative: Using LM Studio Instead of Ollama
Prefer a GUI? LM Studio is easier for non-technical users:
- Download LM Studio: https://lmstudio.ai
- Open the app, download a model from the library
- Go to "Local Server" tab, start server (port 1234)
- In Open Notebook, go to Settings → API Keys
- Click Add Credential → Select OpenAI-Compatible
- Enter base URL:
http://host.docker.internal:1234/v1 - Enter API key:
lm-studio(placeholder) - Click Save, then Test Connection
- Configure in Settings → Models → Select your LM Studio model
Note: LM Studio runs outside Docker, use host.docker.internal to connect.
Going Further
- Switch models: Change in Settings → Models anytime
- Add more models:
- Ollama: Run
ollama pull <model>, then re-discover models from the credential - LM Studio: Download from the app library
- Ollama: Run
- Deploy to server: Same docker-compose.yml works anywhere
- Use cloud hybrid: Keep some local models, add cloud provider credentials for complex tasks
Common Model Choices
| Model | Speed | Quality | VRAM | Best For |
|---|---|---|---|---|
| mistral | Fast | Good | 4GB | Testing, general use |
| neural-chat | Medium | Better | 6GB | Balanced, recommended |
| llama2 | Slow | Best | 8GB+ | Complex reasoning |
| phi | Very Fast | Fair | 2GB | Minimal hardware |
Need Help? Join our Discord community - many users run local setups!