* 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>
8.1 KiB
Docker Compose Installation (Recommended)
Multi-container setup with separate services. Best for most users.
Alternative Registry: All images are available on both Docker Hub (
lfnovo/open_notebook) and GitHub Container Registry (ghcr.io/lfnovo/open-notebook). Use GHCR if Docker Hub is blocked or you prefer GitHub-native workflows.
Prerequisites
- Docker Desktop installed (Download)
- 5-10 minutes of your time
- API key for at least one AI provider (OpenAI recommended for beginners)
Step 1: Get docker-compose.yml (1 min)
Option A: Download from repository
curl -o docker-compose.yml https://raw.githubusercontent.com/lfnovo/open-notebook/main/docker-compose.yml
Option B: Use the official file from the repo
The official docker-compose.yml is in the root of our repository: View on GitHub
Copy that file to your project folder.
Option C: Create manually
Create a file called docker-compose.yml with this content:
services:
surrealdb:
image: surrealdb/surrealdb:v2
command: start --log info --user root --pass root rocksdb:/mydata/mydatabase.db
user: root # Required for bind mounts on Linux
ports:
- "8000:8000"
volumes:
- ./surreal_data:/mydata
environment:
- SURREAL_EXPERIMENTAL_GRAPHQL=true
restart: always
pull_policy: always
open_notebook:
image: lfnovo/open_notebook:v1-latest
ports:
- "8502:8502" # Web UI
- "5055:5055" # REST API
environment:
# REQUIRED: Change this to your own secret string
- OPEN_NOTEBOOK_ENCRYPTION_KEY=change-me-to-a-secret-string
# Database connection (default values - no need to change)
- SURREAL_URL=ws://surrealdb:8000/rpc
- SURREAL_USER=root
- SURREAL_PASSWORD=root
- SURREAL_NAMESPACE=open_notebook
- SURREAL_DATABASE=open_notebook
volumes:
- ./notebook_data:/app/data
depends_on:
- surrealdb
restart: always
pull_policy: always
Edit the file:
- Replace
change-me-to-a-secret-stringwith your own secret (any string works, e.g.,my-super-secret-key-123)
Step 2: Start Services (2 min)
Open terminal in the open-notebook folder:
docker compose up -d
Wait 15-20 seconds for all services to start:
✅ surrealdb running on :8000
✅ open_notebook running on :8502 (UI) and :5055 (API)
Check status:
docker compose ps
Step 3: Verify Installation (1 min)
API Health:
curl http://localhost:5055/health
# Should return: {"status": "healthy"}
Frontend Access: Open browser to:
http://localhost:8502
You should see the Open Notebook interface!
Step 4: Configure AI Provider (2 min)
- Go to Settings → API Keys
- Click Add Credential
- Select your provider (e.g., OpenAI, Anthropic, Google)
- Give it a name, paste your API key
- Click Save
- Click Test Connection — should show success
- Click Discover Models → Register Models
Your models are now available!
Need an API key? Get one from your chosen provider:
- OpenAI: https://platform.openai.com/api-keys
- Anthropic: https://console.anthropic.com/
- Google: https://aistudio.google.com/
- Groq: https://console.groq.com/
Step 5: First Notebook (2 min)
- Click New Notebook
- Name: "My Research"
- Description: "Getting started"
- Click Create
Done! You now have a fully working Open Notebook instance.
Configuration
Adding Ollama (Free Local Models)
Instead of manually editing, use our ready-made example:
# Download the Ollama example
curl -o docker-compose.yml https://raw.githubusercontent.com/lfnovo/open-notebook/main/examples/docker-compose-ollama.yml
# Or copy from repo
cp examples/docker-compose-ollama.yml docker-compose.yml
See examples/docker-compose-ollama.yml for the complete setup.
Manual setup: Add this to your existing docker-compose.yml:
ollama:
image: ollama/ollama:latest
ports:
- "11434:11434"
volumes:
- ollama_models:/root/.ollama
restart: always
volumes:
ollama_models:
Then restart and pull a model:
docker compose restart
docker exec open_notebook-ollama-1 ollama pull mistral
Configure Ollama in the Settings UI:
- Go to Settings → API Keys
- Click Add Credential → Select Ollama
- Enter base URL:
http://ollama:11434 - Click Save, then Test Connection
- Click Discover Models → Register Models
Environment Variables Reference
| Variable | Purpose | Example |
|---|---|---|
OPEN_NOTEBOOK_ENCRYPTION_KEY |
Encryption key for credentials | my-secret-key |
SURREAL_URL |
Database connection | ws://surrealdb:8000/rpc |
SURREAL_USER |
Database user | root |
SURREAL_PASSWORD |
Database password | root |
API_URL |
API external URL | http://localhost:5055 |
See Environment Reference for complete list.
Common Tasks
Stop Services
docker compose down
View Logs
# All services
docker compose logs -f
# Specific service
docker compose logs -f api
Restart Services
docker compose restart
Update to Latest Version
docker compose down
docker compose pull
docker compose up -d
Remove All Data
docker compose down -v
Troubleshooting
"Cannot connect to API" Error
- Check if Docker is running:
docker ps
- Check if services are running:
docker compose ps
- Check API logs:
docker compose logs api
- Wait longer - services can take 20-30 seconds to start on first run
Port Already in Use
If you get "Port 8502 already in use", change the port:
ports:
- "8503:8502" # Use 8503 instead
- "5055:5055" # Keep API port same
Then access at http://localhost:8503
Credential Issues
- Go to Settings → API Keys
- Click Test Connection on the credential
- If it fails, verify key at provider's website
- Check you have credits in your account
- Delete and re-create the credential if needed
Database Connection Issues
Check SurrealDB is running:
docker compose logs surrealdb
Reset database:
docker compose down -v
docker compose up -d
Database Permission Denied (Linux)
If you see Permission denied or Failed to create RocksDB directory in SurrealDB logs:
docker compose logs surrealdb | grep -i permission
This happens because SurrealDB runs as a non-root user but Docker creates bind mount directories as root. Add user: root to the surrealdb service:
surrealdb:
image: surrealdb/surrealdb:v2
user: root # Fix for Linux bind mount permissions
# ... rest of config
Then restart:
docker compose down -v
docker compose up -d
Alternative Setups
Looking for different configurations? Check out our examples/ folder:
- Ollama Setup - Run local AI models (free, private)
- Single Container - All-in-one container (deprecated, not recommended)
- Development - For contributors and developers
Each example includes detailed comments and usage instructions.
Next Steps
- Add Content: Sources, notebooks, documents
- Configure Models: Settings → Models (choose your preferences)
- Explore Features: Chat, search, transformations
- Read Guide: User Guide
Production Deployment
For production use, see:
Getting Help
- Discord: Community support
- Issues: GitHub Issues
- Docs: Full documentation