open-notebook/open_notebook/utils
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
..
__init__.py feat: credential-based API key management (#477) (#540) 2026-02-10 08:30:22 -03:00
chunking.py feat: add environment variables for chunk size configuration (#520) 2026-01-31 19:30:56 -03:00
CLAUDE.md feat: credential-based API key management (#477) (#540) 2026-02-10 08:30:22 -03:00
context_builder.py feat: content-type aware chunking and unified embedding (#444) 2026-01-21 23:49:08 -03:00
embedding.py feat: credential-based API key management (#477) (#540) 2026-02-10 08:30:22 -03:00
encryption.py feat: credential-based API key management (#477) (#540) 2026-02-10 08:30:22 -03:00
graph_utils.py fix: use sync get_state() for SqliteSaver compatibility (#519) 2026-01-31 19:25:11 -03:00
README.md Version 1 (#160) 2025-10-18 12:46:22 -03:00
text_utils.py feat: content-type aware chunking and unified embedding (#444) 2026-01-21 23:49:08 -03:00
token_utils.py Feat/localization tests docker (#371) 2026-01-15 13:51:05 -03:00
version_utils.py feat: use standard HTTP_PROXY/HTTPS_PROXY environment variables (#499) 2026-01-29 23:31:02 -03:00

ContextBuilder

A flexible and generic ContextBuilder class for the Open Notebook project that can handle any parameters and build context from sources, notebooks, insights, and notes.

Features

  • Flexible Parameters: Accepts any parameters via **kwargs for future extensibility
  • Priority-based Management: Automatic prioritization and sorting of context items
  • Token Counting: Built-in token counting and truncation to fit limits
  • Deduplication: Automatic removal of duplicate items based on ID
  • Type-based Grouping: Separates sources, notes, and insights in output
  • Async Support: Fully async for database operations

Basic Usage

from open_notebook.utils.context_builder import ContextBuilder, ContextConfig

# Simple notebook context
builder = ContextBuilder(notebook_id="notebook:123")
context = await builder.build()

# Single source with insights
builder = ContextBuilder(
    source_id="source:456",
    include_insights=True,
    max_tokens=2000
)
context = await builder.build()

Convenience Functions

from open_notebook.utils.context_builder import (
    build_notebook_context,
    build_source_context,
    build_mixed_context
)

# Build notebook context
context = await build_notebook_context(
    notebook_id="notebook:123",
    max_tokens=5000
)

# Build single source context
context = await build_source_context(
    source_id="source:456",
    include_insights=True
)

# Build mixed context
context = await build_mixed_context(
    source_ids=["source:1", "source:2"],
    note_ids=["note:1", "note:2"],
    max_tokens=3000
)

Advanced Configuration

from open_notebook.utils.context_builder import ContextConfig

# Custom configuration
config = ContextConfig(
    sources={
        "source:doc1": "insights",
        "source:doc2": "full content", 
        "source:doc3": "not in"  # Exclude
    },
    notes={
        "note:summary": "full content",
        "note:draft": "not in"  # Exclude
    },
    include_insights=True,
    max_tokens=3000,
    priority_weights={
        "source": 120,  # Higher priority
        "note": 80,     # Medium priority  
        "insight": 100  # High priority
    }
)

builder = ContextBuilder(
    notebook_id="notebook:project",
    context_config=config
)
context = await builder.build()

Programmatic Item Management

from open_notebook.utils.context_builder import ContextItem

builder = ContextBuilder()

# Add custom items
item = ContextItem(
    id="source:important",
    type="source",
    content={"title": "Key Document", "summary": "..."},
    priority=150  # Very high priority
)
builder.add_item(item)

# Apply management operations
builder.remove_duplicates()
builder.prioritize()
builder.truncate_to_fit(1000)

context = builder._format_response()

Flexible Parameters

The ContextBuilder accepts any parameters via **kwargs, making it extensible for future features:

builder = ContextBuilder(
    notebook_id="notebook:123",
    include_insights=True,
    max_tokens=2000,
    
    # Custom parameters for future extensions
    user_id="user:456",
    custom_filter="advanced",
    experimental_feature=True
)

# Access custom parameters
user_id = builder.params.get('user_id')

Output Format

The ContextBuilder returns a structured response:

{
    "sources": [...],           # List of source contexts
    "notes": [...],             # List of note contexts  
    "insights": [...],          # List of insight contexts
    "total_tokens": 1234,       # Total token count
    "total_items": 10,          # Total number of items
    "notebook_id": "notebook:123",  # If provided
    "metadata": {
        "source_count": 5,
        "note_count": 3,
        "insight_count": 2,
        "config": {
            "include_insights": true,
            "include_notes": true,
            "max_tokens": 2000
        }
    }
}

Architecture

The ContextBuilder follows these design principles:

  1. Separation of Concerns: Context building, item management, and formatting are separate
  2. Extensibility: Uses **kwargs and flexible configuration for future features
  3. Performance: Token-aware truncation and efficient deduplication
  4. Type Safety: Proper type hints and data classes for structure
  5. Error Handling: Graceful handling of missing items and database errors

Integration

The ContextBuilder integrates seamlessly with the existing Open Notebook architecture:

  • Uses existing domain models (Source, Notebook, Note)
  • Leverages the repository pattern for database access
  • Follows the same async patterns as other services
  • Integrates with the token counting utilities

Error Handling

The ContextBuilder handles errors gracefully:

  • Missing notebooks/sources/notes are logged but don't stop execution
  • Database errors are wrapped in DatabaseOperationError
  • Invalid parameters raise InvalidInputError
  • All errors include detailed context information