open-notebook/docs/1-INSTALLATION/from-source.md
nanshaws 9c61ffef9a
docs: add conda installation instructions to README (#446)
* docs: add conda installation instructions to README

docs: add conda installation instructions to README

* docs: add conda environment setup as an alternative to uv

docs: add conda environment setup as an alternative to uv
2026-01-18 16:50:19 -03:00

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Markdown

# From Source Installation
Clone the repository and run locally. **For developers and contributors.**
## Prerequisites
- **Python 3.11+** - [Download](https://www.python.org/)
- **Node.js 18+** - [Download](https://nodejs.org/)
- **Git** - [Download](https://git-scm.com/)
- **Docker** (for SurrealDB) - [Download](https://docker.com/)
- **uv** (Python package manager) - `curl -LsSf https://astral.sh/uv/install.sh | sh`
- API key from OpenAI or similar (or use Ollama for free)
## Quick Setup (10 minutes)
### 1. Clone Repository
```bash
git clone https://github.com/lfnovo/open-notebook.git
cd open-notebook
# If you forked it:
git clone https://github.com/YOUR_USERNAME/open-notebook.git
cd open-notebook
git remote add upstream https://github.com/lfnovo/open-notebook.git
```
### 2. Install Python Dependencies
```bash
uv sync
uv pip install python-magic
```
#### 2.1 Alternative: Conda Setup (Optional)
If you prefer using **Conda** to manage your environments, follow these steps instead of the standard `uv sync`:
```bash
# Create and activate the environment
conda create -n open-notebook python=3.11 -y
conda activate open-notebook
# Install uv inside conda to maintain compatibility with the Makefile
conda install -c conda-forge uv nodejs -y
# Sync dependencies
uv sync
```
> **Note**: Installing `uv` inside your Conda environment ensures that commands like `make start-all` and `make api` continue to work seamlessly.
### 3. Start SurrealDB
```bash
# Terminal 1
make database
# or: docker compose up surrealdb
```
### 4. Set Environment Variables
```bash
cp .env.example .env
# Edit .env and add your API key:
# OPENAI_API_KEY=sk-...
# (or ANTHROPIC_API_KEY, GROQ_API_KEY, etc.)
```
### 5. Start API
```bash
# Terminal 2
make api
# or: uv run --env-file .env uvicorn api.main:app --host 0.0.0.0 --port 5055
```
### 6. Start Frontend
```bash
# Terminal 3
cd frontend && npm install && npm run dev
```
### 7. Access
- **Frontend**: http://localhost:3000
- **API Docs**: http://localhost:5055/docs
- **Database**: http://localhost:8000
---
## Development Workflow
### Code Quality
```bash
# Format and lint Python
make ruff
# or: ruff check . --fix
# Type checking
make lint
# or: uv run python -m mypy .
```
### Run Tests
```bash
uv run pytest tests/
```
### Common Commands
```bash
# Start everything
make start-all
# View API docs
open http://localhost:5055/docs
# Check database migrations
# (Auto-run on API startup)
# Clean up
make clean
```
---
## Troubleshooting
### Python version too old
```bash
python --version # Check version
uv sync --python 3.11 # Use specific version
```
### npm: command not found
Install Node.js from https://nodejs.org/
### Database connection errors
```bash
docker ps # Check SurrealDB running
docker logs surrealdb # View logs
```
### Port 5055 already in use
```bash
# Use different port
uv run uvicorn api.main:app --port 5056
```
---
## Next Steps
1. Read [Development Guide](../7-DEVELOPMENT/quick-start.md)
2. See [Architecture Overview](../7-DEVELOPMENT/architecture.md)
3. Check [Contributing Guide](../7-DEVELOPMENT/contributing.md)
---
## Getting Help
- **Discord**: [Community](https://discord.gg/37XJPXfz2w)
- **Issues**: [GitHub Issues](https://github.com/lfnovo/open-notebook/issues)