Add documentation for Workspace Lite

.gitignore

@@ -30,3 +30,6 @@ content/workspace/widgets-library
 
 # Download Platform code from https://github.com/OpenBB-finance/OpenBBTerminal
 openbb_platform
+
+# Code editor configurations
+.vscode/

content/agents/agent-rita.md

@@ -25,10 +25,12 @@ Agent Rita implements the core endpoints Workspace expects from a custom agent:
 - `GET /agents.json` advertises the agent, supported models, and Workspace features.
 - `POST /v1/query` receives messages, dashboard context, widgets, and any Workspace-configured MCP tools, then streams Server-Sent Events (SSE) back to Workspace.
 
-It also includes auxiliary generation endpoints used by Workspace UI flows, including `POST /v1/generate/dashboard/title` for dashboard names and `POST /v1/generate/chat/title` for chat titles. The same route group includes helper endpoints for prompt enhancement, widget metadata, and SQL or Python code generation.
-
 The agent focuses on Workspace-specific behavior: widget discovery, widget data round-trips, SQL over loaded tables, citations, generated artifacts, and native Workspace actions. The Agent Rita repository also includes an optional companion MCP server in `mcp-server/` for web search, web-page fetch, Python execution, Mermaid rendering, and document RAG. When that server is connected in Workspace, its tools are sent to Agent Rita through the request payload.
 
+## Workspace AI features endpoints
+
+Agent Rita implements the [Workspace AI service endpoints](/workspace/developers/ai-features/workspace-ai-service) used for dashboard and chat titles, prompt enhancement, widget metadata, uploaded-file metadata, and code generation. These endpoints are separate from Agent Rita's custom-agent chat endpoint.
+
 ## Source code
 
 The source code is available in the [Agent Rita repository](https://github.com/OpenBB-finance/agent-rita).

content/workspace/developers/ai-features/workspace-ai-service.md

@@ -0,0 +1,54 @@
+---
+title: Workspace AI service
+sidebar_position: 11
+description: Implement the AI service endpoints used by Workspace Lite and Enterprise UI features.
+keywords:
+- Workspace AI service
+- AI_API_URL
+- Agent Rita
+- dashboard titles
+- prompt enhancement
+- widget metadata
+---
+
+import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
+
+<HeadTitle title="Workspace AI Service | OpenBB Workspace Docs" />
+
+Workspace Lite and Enterprise deployments can use an AI service for UI generation tasks. These are separate from the custom agent integrations described [here](/workspace/developers/agents-integration).
+
+Set the AI service base URL in the deployment configuration. E.G. OpenBB Workspace [Lite uses `AI_API_URL`](/workspace/getting-started/lite/configuration#ai-features). Requests originate in the user's browser, so the URL must be reachable from the browser. For shared deployments, use HTTPS and allow cross-origin requests from the Workspace origin.
+
+[Agent Rita](/agents/agent-rita) is a reference implementation. Adding Agent Rita as a custom chat agent does not configure these UI features; the operator must also set the deployment's AI service URL.
+
+## Endpoints
+
+| Endpoint | Request | Response | Workspace usage |
+| --- | --- | --- | --- |
+| `POST /v1/generate/chat/title` | JSON containing `messages` | JSON string | Generate a chat title |
+| `POST /v1/generate/dashboard/title` | JSON containing `widgets` | Plain text | Generate a dashboard name |
+| `POST /v1/enhance_prompt` | JSON containing `messages` and optional Workspace context | Plain text | Rewrite a prompt without changing its intent |
+| `POST /v1/generate/widget_info` | JSON containing `widget_generation_request` | JSON with `title`, `description`, `category`, and `subcategory` | Generate widget metadata |
+| `POST /v1/generate/widget_info/file` | Multipart form data containing `file` | JSON with `title` and `description` | Generate uploaded-file metadata |
+| `POST /v1/generate/code` | JSON containing the widget ID, prompt, language, and optional code or data context | JSON containing `generated_code` or an error | Generate or modify table code |
+
+## Authentication
+
+Workspace includes the signed-in user's bearer token in these requests. Validate the token in the AI service or place the service behind an authenticated gateway. Do not log authorization headers or forwarded API keys.
+
+## Reference behavior
+
+| Endpoint | Processing and fallback behavior |
+| --- | --- |
+| Chat title | Uses the last five human messages, truncated to 500 characters each. Returns `"New Chat"` when no human message is available or generation fails. |
+| Dashboard title | Uses up to 20 widget names. Returns `My Dashboard` when no names are available or generation fails. |
+| Prompt enhancement | Uses the latest human message and up to 30 widget names. Returns the original prompt when generation fails. |
+| Widget metadata | Uses up to 3,000 characters of widget data. Falls back to metadata supplied in the request. |
+| Uploaded-file metadata | Accepts files up to 25 MB and reads up to 3,000 characters. Falls back to the filename. |
+| Code generation | Supports SQL and Python, with optional current code, SQL schema, and up to five sample rows. Returns a failure object when generation fails. |
+
+Requests that fail endpoint schema validation return `400`. The uploaded-file endpoint returns `400` when the file is missing and `413` when it exceeds 25 MB. Model-provider failures return the endpoint-specific fallback response with status `200`.
+
+Workspace can request `text` code generation and provide `semantic_models`. Agent Rita's current code-generation route supports only `sql` and `python`, so it does not implement that variant.
+
+See the [Agent Rita source code](https://github.com/OpenBB-finance/agent-rita/tree/main/src/routes/generate) for the reference route implementations.

content/workspace/developers/open-source-agent.md

@@ -26,7 +26,7 @@ Agent Rita runs as an HTTP service that implements the Workspace agent contract:
 - `GET /agents.json` returns the agent metadata, available models, and supported Workspace features.
 - `POST /v1/query` receives chat messages, dashboard context, widgets, and available MCP tools, then streams Server-Sent Events (SSE) back to Workspace.
 
-Agent Rita also exposes auxiliary generation routes for Workspace UI tasks, such as `POST /v1/generate/dashboard/title` for dashboard names and `POST /v1/generate/chat/title` for chat titles. These routes use the configured model provider for single-shot generation outside the main chat stream.
+Agent Rita also implements the [Workspace AI service endpoints](/workspace/developers/ai-features/workspace-ai-service) for single-shot UI generation tasks outside the main chat stream.
 
 If MCP servers are configured in Workspace, Agent Rita can use their tools. Workspace owns those MCP connections, sends the available tool descriptors in each request, executes selected tools, and forwards results back to the agent through the normal `/v1/query` flow.
 

content/workspace/getting-started/lite/_category_.json

@@ -0,0 +1,4 @@
+{
+  "label": "Workspace Lite",
+  "position": 2
+}

content/workspace/getting-started/lite/configuration.md

@@ -0,0 +1,131 @@
+---
+title: Configure Workspace Lite
+sidebar_position: 3
+description: Configure OpenBB Workspace Lite with container environment variables.
+keywords:
+  - OpenBB Workspace Lite configuration
+  - Workspace Lite environment variables
+  - Workspace Lite Marketplace
+  - Workspace Lite MCP
+---
+
+import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
+
+<HeadTitle title="Configure Workspace Lite | OpenBB Workspace Docs" />
+
+# Configure Workspace Lite
+
+OpenBB Workspace Lite configuration is passed to the container with environment variables. Apply configuration changes by recreating the container with the same `/data` mount and the updated variables.
+
+## Public URL
+
+When Workspace Lite runs behind a reverse proxy or DNS name, set the public URLs used by Workspace:
+
+```bash
+docker run -d \
+  -p 3000:3000 \
+  -v openbb-data:/data \
+  -e FRONTENDURL=https://workspace.example.com \
+  -e PROURL=https://workspace.example.com \
+  -e SELFURL=https://workspace.example.com/api \
+  --name openbb \
+  lite.openbb.co/openbb-lite:latest
+```
+
+Use HTTPS for shared deployments.
+
+## Host Port
+
+If port `3000` is already in use on the host, map a different host port to the container port:
+
+```bash
+docker run -d \
+  -p 8080:3000 \
+  -v openbb-data:/data \
+  --name openbb \
+  lite.openbb.co/openbb-lite:latest
+```
+
+Open Workspace Lite at `http://localhost:8080`.
+
+## Initial Admin Account
+
+The first start generates an admin account and prints the credentials to the container logs. Set the initial admin email and password yourself by passing these variables on the first run:
+
+```bash
+docker run -d \
+  -p 3000:3000 \
+  -v openbb-data:/data \
+  -e OPENBB_ADMIN_EMAIL=admin@example.com \
+  -e OPENBB_ADMIN_PASSWORD='replace-with-a-strong-password' \
+  --name openbb \
+  lite.openbb.co/openbb-lite:latest
+```
+
+Set these values before the first start of a new `/data` volume.
+
+## Apps Marketplace
+
+The Apps Marketplace tab is available in Workspace Lite. Marketplace browsing requires outbound access to OpenBB's marketplace service.
+
+Hide the Marketplace tab by starting the container with `UI_SHOW_MARKETPLACE=false`:
+
+```bash
+docker run -d \
+  -p 3000:3000 \
+  -v openbb-data:/data \
+  -e UI_SHOW_MARKETPLACE=false \
+  --name openbb \
+  lite.openbb.co/openbb-lite:latest
+```
+
+## AI Features
+
+Set `AI_API_URL` to the base URL of a Workspace-compatible AI service that users' browsers can reach. The [Workspace AI service](/workspace/developers/ai-features/workspace-ai-service) page documents the endpoint contract. [Agent Rita](/agents/agent-rita) is a reference implementation.
+
+## Workspace MCP
+
+Workspace Lite comes with the MCP companion enabled. See the [Workspace MCP overview](/agents/workspace-mcp-overview) for the user-facing MCP workflow.
+
+Hide the MCP companion by starting the container with `UI_SHOW_COMPANION_MCP_MODE=false`:
+
+```bash
+docker run -d \
+  -p 3000:3000 \
+  -v openbb-data:/data \
+  -e UI_SHOW_COMPANION_MCP_MODE=false \
+  --name openbb \
+  lite.openbb.co/openbb-lite:latest
+```
+
+Disable the default MCP server for new users with `MCP_DEFAULT_SERVER_ENABLED=false`:
+
+```bash
+docker run -d \
+  -p 3000:3000 \
+  -v openbb-data:/data \
+  -e MCP_DEFAULT_SERVER_ENABLED=false \
+  --name openbb \
+  lite.openbb.co/openbb-lite:latest
+```
+
+If Workspace Lite runs behind a reverse proxy, allow long-lived HTTP responses and WebSocket upgrades for `/api/pro/workspace-mcp`.
+
+## Other Controls
+
+| Variable | Default | Purpose |
+| --- | --- | --- |
+| `PORT` | `3000` | Container listen port |
+| `DATA_DIR` | `/data` | Persistent data directory inside the container |
+| `TZ` | `America/New_York` | Container timezone |
+| `AI_API_URL` | empty | AI service URL used by Workspace AI features |
+| `AUTHENTICATION_SEND_USER_EMAIL_AS_HEADER` | `false` | Send the signed-in user's email as a request header |
+| `AI_COPILOT_ENABLED` | `true` | Show Copilot UI |
+| `AI_COPILOT_AI_ENHANCEMENTS` | `true` | Enable AI enhancement UI |
+| `UI_SHOW_MARKETPLACE` | `true` | Show the Apps Marketplace tab |
+| `UI_SHOW_MINIMIZE_WIDGET` | `true` | Show widget minimize controls |
+| `UI_SHOW_CHART_GENERATION` | `true` | Show chart generation controls |
+| `UI_SHOW_CHANGELOG` | `true` | Show the in-app changelog |
+| `UI_SHOW_COPILOT_SWITCHER` | `true` | Show the Copilot switcher |
+| `MCP_DEFAULT_SERVER_ENABLED` | `true` | Add the default MCP server for new users |
+| `DATA_ALLOW_HTML_JS_EXECUTION` | `true` | Allow HTML widgets to execute JavaScript |

content/workspace/getting-started/lite/index.md

@@ -0,0 +1,67 @@
+---
+title: Workspace Lite
+sidebar_position: 1
+description: Run OpenBB Workspace Lite as a self-hosted workspace for small investment teams.
+keywords:
+  - OpenBB Workspace Lite
+  - Workspace Lite
+  - self-hosted workspace
+  - Docker
+  - small investment teams
+---
+
+import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
+
+<HeadTitle title="Workspace Lite | OpenBB Workspace Docs" />
+
+# Workspace Lite
+
+OpenBB Workspace Lite is the self-hosted Workspace package for small investment teams that already have data sources and need a shared workspace they control.
+
+For pricing and access, see [OpenBB pricing](https://openbb.co/pricing).
+
+## Who It Is For
+
+Workspace Lite is designed for smaller self-hosted deployments among teams of roughly 1-20 people.
+
+It fits teams that:
+
+- Have at least one data source to connect, such as a database, data feed, or internal API.
+- Need to share dashboards, apps, and agent-compatible analysis across a small team.
+- Want to run Workspace inside their own environment for compliance reasons.
+- Can operate a Docker container but do not want to run a Kubernetes-based enterprise deployment.
+
+The strongest trigger is usually one of these:
+
+- "I have been using the community tier and need to make this official for my whole team."
+- "I want to run this internally for compliance reasons."
+
+## Who It Is Not For
+
+Workspace Lite is not the right starting point for teams with no data infrastructure at all. A team working only from local spreadsheets has an earlier data organization problem to solve first.
+
+Workspace Lite is also not intended for firms that need SSO, multi-entity deployment, or custom infrastructure support. Those requirements belong in a larger Workspace deployment.
+
+## Feature Set
+
+Workspace Lite uses email and password for authentication.
+
+Admins add users from the Workspace admin UI. A temporary password is displayed to the admin in the UI at creation time. The user will be prompted to change it after signing in.
+
+The Apps Marketplace tab is available in Workspace Lite. Marketplace browsing requires outbound access to OpenBB's marketplace service. Learn how to hide the tab in the [Lite configuration section](/workspace/getting-started/lite/configuration#apps-marketplace).
+
+Workspace Lite comes with the MCP companion enabled. Read about the MCP companion in the [Workspace MCP overview](/agents/workspace-mcp-overview). Learn how to disable this functionality in the [Lite configuration section](/workspace/getting-started/lite/configuration#workspace-mcp).
+
+## Next Steps
+
+Install Workspace Lite:
+
+[Install Workspace Lite](/workspace/getting-started/lite/installation)
+
+Configure Workspace Lite:
+
+[Configure Workspace Lite](/workspace/getting-started/lite/configuration)
+
+Operate, back up, and update Workspace Lite:
+
+[Operate Workspace Lite](/workspace/getting-started/lite/operations)