feat: add Discord OAuth integration and connector routes

- Introduced Discord OAuth support with new environment variables for client ID, client secret, and redirect URI.
- Implemented Discord connector routes for OAuth flow, including authorization and callback handling.
- Enhanced Discord connector to support both OAuth-based authentication and legacy bot token usage.
- Updated Discord indexing logic to utilize OAuth credentials with auto-refresh capabilities.
- Removed outdated Discord UI components and adjusted frontend logic to reflect the new integration.

surfsense_backend/.env.example

@@ -44,6 +44,12 @@ AIRTABLE_CLIENT_ID=your_airtable_client_id
 AIRTABLE_CLIENT_SECRET=your_airtable_client_secret
 AIRTABLE_REDIRECT_URI=http://localhost:8000/api/v1/auth/airtable/connector/callback
 
+# Discord OAuth Configuration
+DISCORD_CLIENT_ID=your_discord_client_id_here
+DISCORD_CLIENT_SECRET=your_discord_client_secret_here
+DISCORD_REDIRECT_URI=http://localhost:8000/api/v1/auth/discord/connector/callback
+DISCORD_BOT_TOKEN=your_bot_token_from_developer_portal
+
 # OAuth for Linear Connector
 LINEAR_CLIENT_ID=your_linear_client_id
 LINEAR_CLIENT_SECRET=your_linear_client_secret

surfsense_backend/app/config/__init__.py

@@ -105,6 +105,12 @@ class Config:
     SLACK_CLIENT_SECRET = os.getenv("SLACK_CLIENT_SECRET")
     SLACK_REDIRECT_URI = os.getenv("SLACK_REDIRECT_URI")
 
+    # Discord OAuth
+    DISCORD_CLIENT_ID = os.getenv("DISCORD_CLIENT_ID")
+    DISCORD_CLIENT_SECRET = os.getenv("DISCORD_CLIENT_SECRET")
+    DISCORD_REDIRECT_URI = os.getenv("DISCORD_REDIRECT_URI")
+    DISCORD_BOT_TOKEN = os.getenv("DISCORD_BOT_TOKEN")
+
     # LLM instances are now managed per-user through the LLMConfig system
     # Legacy environment variables removed in favor of user-specific configurations
 

surfsense_backend/app/connectors/discord_connector.py

@@ -3,7 +3,7 @@ Discord Connector
 
 A module for interacting with Discord's HTTP API to retrieve guilds, channels, and message history.
 
-Requires a Discord bot token.
+Supports both direct bot token and OAuth-based authentication with token refresh.
 """
 
 import asyncio
@@ -12,6 +12,14 @@ import logging
 
 import discord
 from discord.ext import commands
+from sqlalchemy.ext.asyncio import AsyncSession
+from sqlalchemy.future import select
+
+from app.config import config
+from app.db import SearchSourceConnector
+from app.routes.discord_add_connector_route import refresh_discord_token
+from app.schemas.discord_auth_credentials import DiscordAuthCredentialsBase
+from app.utils.oauth_security import TokenEncryption
 
 logger = logging.getLogger(__name__)
 
@@ -19,12 +27,21 @@ logger = logging.getLogger(__name__)
 class DiscordConnector(commands.Bot):
     """Class for retrieving guild, channel, and message history from Discord."""
 
-    def __init__(self, token: str | None = None):
+    def __init__(
+        self,
+        token: str | None = None,
+        session: AsyncSession | None = None,
+        connector_id: int | None = None,
+        credentials: DiscordAuthCredentialsBase | None = None,
+    ):
         """
-        Initialize the DiscordConnector with a bot token.
+        Initialize the DiscordConnector with a bot token or OAuth credentials.
 
         Args:
-            token (str): The Discord bot token.
+            token: Discord bot token (optional, for backward compatibility)
+            session: Database session for token refresh (optional)
+            connector_id: Connector ID for token refresh (optional)
+            credentials: Discord OAuth credentials (optional, will be loaded from DB if not provided)
         """
         intents = discord.Intents.default()
         intents.guilds = True  # Required to fetch guilds and channels
@@ -34,7 +51,14 @@ class DiscordConnector(commands.Bot):
         super().__init__(
             command_prefix="!", intents=intents
         )  # command_prefix is required but not strictly used here
-        self.token = token
+        self._session = session
+        self._connector_id = connector_id
+        self._credentials = credentials
+        # For backward compatibility, if token is provided directly, use it
+        if token:
+            self.token = token
+        else:
+            self.token = None
         self._bot_task = None  # Holds the async bot task
         self._is_running = False  # Flag to track if the bot is running
 
@@ -57,12 +81,143 @@ class DiscordConnector(commands.Bot):
         async def on_resumed():
             logger.debug("Bot resumed connection to Discord gateway.")
 
+    async def _get_valid_token(self) -> str:
+        """
+        Get valid Discord bot token, refreshing if needed.
+
+        Returns:
+            Valid bot token
+
+        Raises:
+            ValueError: If credentials are missing or invalid
+            Exception: If token refresh fails
+        """
+        # If we have a direct token (backward compatibility), use it
+        if (
+            self.token
+            and self._session is None
+            and self._connector_id is None
+            and self._credentials is None
+        ):
+            # This means it was initialized with a direct token, use it
+            return self.token
+
+        # Load credentials from DB if not provided
+        if self._credentials is None:
+            if not self._session or not self._connector_id:
+                raise ValueError(
+                    "Cannot load credentials: session and connector_id required"
+                )
+
+            result = await self._session.execute(
+                select(SearchSourceConnector).filter(
+                    SearchSourceConnector.id == self._connector_id
+                )
+            )
+            connector = result.scalars().first()
+
+            if not connector:
+                raise ValueError(f"Connector {self._connector_id} not found")
+
+            config_data = connector.config.copy()
+
+            # Decrypt credentials if they are encrypted
+            token_encrypted = config_data.get("_token_encrypted", False)
+            if token_encrypted and config.SECRET_KEY:
+                try:
+                    token_encryption = TokenEncryption(config.SECRET_KEY)
+
+                    # Decrypt sensitive fields
+                    if config_data.get("bot_token"):
+                        config_data["bot_token"] = token_encryption.decrypt_token(
+                            config_data["bot_token"]
+                        )
+                    if config_data.get("refresh_token"):
+                        config_data["refresh_token"] = token_encryption.decrypt_token(
+                            config_data["refresh_token"]
+                        )
+
+                    logger.info(
+                        f"Decrypted Discord credentials for connector {self._connector_id}"
+                    )
+                except Exception as e:
+                    logger.error(
+                        f"Failed to decrypt Discord credentials for connector {self._connector_id}: {e!s}"
+                    )
+                    raise ValueError(
+                        f"Failed to decrypt Discord credentials: {e!s}"
+                    ) from e
+
+            try:
+                self._credentials = DiscordAuthCredentialsBase.from_dict(config_data)
+            except Exception as e:
+                raise ValueError(f"Invalid Discord credentials: {e!s}") from e
+
+        # Check if token is expired and refreshable
+        if self._credentials.is_expired and self._credentials.is_refreshable:
+            try:
+                logger.info(
+                    f"Discord token expired for connector {self._connector_id}, refreshing..."
+                )
+
+                # Get connector for refresh
+                result = await self._session.execute(
+                    select(SearchSourceConnector).filter(
+                        SearchSourceConnector.id == self._connector_id
+                    )
+                )
+                connector = result.scalars().first()
+
+                if not connector:
+                    raise RuntimeError(
+                        f"Connector {self._connector_id} not found; cannot refresh token."
+                    )
+
+                # Refresh token
+                connector = await refresh_discord_token(self._session, connector)
+
+                # Reload credentials after refresh
+                config_data = connector.config.copy()
+                token_encrypted = config_data.get("_token_encrypted", False)
+                if token_encrypted and config.SECRET_KEY:
+                    token_encryption = TokenEncryption(config.SECRET_KEY)
+                    if config_data.get("bot_token"):
+                        config_data["bot_token"] = token_encryption.decrypt_token(
+                            config_data["bot_token"]
+                        )
+                    if config_data.get("refresh_token"):
+                        config_data["refresh_token"] = token_encryption.decrypt_token(
+                            config_data["refresh_token"]
+                        )
+
+                self._credentials = DiscordAuthCredentialsBase.from_dict(config_data)
+
+                logger.info(
+                    f"Successfully refreshed Discord token for connector {self._connector_id}"
+                )
+            except Exception as e:
+                logger.error(
+                    f"Failed to refresh Discord token for connector {self._connector_id}: {e!s}"
+                )
+                raise Exception(
+                    f"Failed to refresh Discord OAuth credentials: {e!s}"
+                ) from e
+
+        return self._credentials.bot_token
+
     async def start_bot(self):
         """Starts the bot to connect to Discord."""
         logger.info("Starting Discord bot...")
 
+        # Get valid token (with auto-refresh if using OAuth)
         if not self.token:
-            raise ValueError("Discord bot token not set. Call set_token(token) first.")
+            # Try to get token from credentials
+            try:
+                self.token = await self._get_valid_token()
+            except ValueError as e:
+                raise ValueError(
+                    f"Discord bot token not set. {e!s} Please authenticate via OAuth or provide a token."
+                ) from e
 
         try:
             if self._is_running:
@@ -107,7 +262,7 @@ class DiscordConnector(commands.Bot):
 
     def set_token(self, token: str) -> None:
         """
-        Set the discord bot token.
+        Set the discord bot token (for backward compatibility).
 
         Args:
             token (str): The Discord bot token.

surfsense_backend/app/routes/__init__.py

@@ -27,6 +27,7 @@ from .rbac_routes import router as rbac_router
 from .search_source_connectors_routes import router as search_source_connectors_router
 from .search_spaces_routes import router as search_spaces_router
 from .slack_add_connector_route import router as slack_add_connector_router
+from .discord_add_connector_route import router as discord_add_connector_router
 
 router = APIRouter()
 
@@ -46,6 +47,7 @@ router.include_router(linear_add_connector_router)
 router.include_router(luma_add_connector_router)
 router.include_router(notion_add_connector_router)
 router.include_router(slack_add_connector_router)
+router.include_router(discord_add_connector_router)
 router.include_router(new_llm_config_router)  # LLM configs with prompt configuration
 router.include_router(logs_router)
 router.include_router(circleback_webhook_router)  # Circleback meeting webhooks

surfsense_backend/app/routes/discord_add_connector_route.py

@@ -0,0 +1,509 @@
+"""
+Discord Connector OAuth Routes.
+
+Handles OAuth 2.0 authentication flow for Discord connector.
+"""
+
+import logging
+from datetime import UTC, datetime, timedelta
+from uuid import UUID
+
+import httpx
+from fastapi import APIRouter, Depends, HTTPException, Request
+from fastapi.responses import RedirectResponse
+from pydantic import ValidationError
+from sqlalchemy.exc import IntegrityError
+from sqlalchemy.ext.asyncio import AsyncSession
+from sqlalchemy.future import select
+
+from app.config import config
+from app.db import (
+    SearchSourceConnector,
+    SearchSourceConnectorType,
+    User,
+    get_async_session,
+)
+from app.schemas.discord_auth_credentials import DiscordAuthCredentialsBase
+from app.users import current_active_user
+from app.utils.oauth_security import OAuthStateManager, TokenEncryption
+
+logger = logging.getLogger(__name__)
+
+router = APIRouter()
+
+# Discord OAuth endpoints
+AUTHORIZATION_URL = "https://discord.com/api/oauth2/authorize"
+TOKEN_URL = "https://discord.com/api/oauth2/token"
+
+# OAuth scopes for Discord (Bot Token)
+SCOPES = [
+    "bot",  # Basic bot scope
+    "guilds",  # Access to guild information
+    "guilds.members.read",  # Read member information
+]
+
+# Initialize security utilities
+_state_manager = None
+_token_encryption = None
+
+
+def get_state_manager() -> OAuthStateManager:
+    """Get or create OAuth state manager instance."""
+    global _state_manager
+    if _state_manager is None:
+        if not config.SECRET_KEY:
+            raise ValueError("SECRET_KEY must be set for OAuth security")
+        _state_manager = OAuthStateManager(config.SECRET_KEY)
+    return _state_manager
+
+
+def get_token_encryption() -> TokenEncryption:
+    """Get or create token encryption instance."""
+    global _token_encryption
+    if _token_encryption is None:
+        if not config.SECRET_KEY:
+            raise ValueError("SECRET_KEY must be set for token encryption")
+        _token_encryption = TokenEncryption(config.SECRET_KEY)
+    return _token_encryption
+
+
+@router.get("/auth/discord/connector/add")
+async def connect_discord(space_id: int, user: User = Depends(current_active_user)):
+    """
+    Initiate Discord OAuth flow.
+
+    Args:
+        space_id: The search space ID
+        user: Current authenticated user
+
+    Returns:
+        Authorization URL for redirect
+    """
+    try:
+        if not space_id:
+            raise HTTPException(status_code=400, detail="space_id is required")
+
+        if not config.DISCORD_CLIENT_ID:
+            raise HTTPException(status_code=500, detail="Discord OAuth not configured.")
+
+        if not config.DISCORD_BOT_TOKEN:
+            raise HTTPException(
+                status_code=500,
+                detail="Discord bot token not configured. Please set DISCORD_BOT_TOKEN in backend configuration.",
+            )
+
+        if not config.SECRET_KEY:
+            raise HTTPException(
+                status_code=500, detail="SECRET_KEY not configured for OAuth security."
+            )
+
+        # Generate secure state parameter with HMAC signature
+        state_manager = get_state_manager()
+        state_encoded = state_manager.generate_secure_state(space_id, user.id)
+
+        # Build authorization URL
+        from urllib.parse import urlencode
+
+        auth_params = {
+            "client_id": config.DISCORD_CLIENT_ID,
+            "scope": " ".join(SCOPES),  # Discord uses space-separated scopes
+            "redirect_uri": config.DISCORD_REDIRECT_URI,
+            "response_type": "code",
+            "state": state_encoded,
+        }
+
+        auth_url = f"{AUTHORIZATION_URL}?{urlencode(auth_params)}"
+
+        logger.info(f"Generated Discord OAuth URL for user {user.id}, space {space_id}")
+        return {"auth_url": auth_url}
+
+    except Exception as e:
+        logger.error(f"Failed to initiate Discord OAuth: {e!s}", exc_info=True)
+        raise HTTPException(
+            status_code=500, detail=f"Failed to initiate Discord OAuth: {e!s}"
+        ) from e
+
+
+@router.get("/auth/discord/connector/callback")
+async def discord_callback(
+    request: Request,
+    code: str | None = None,
+    error: str | None = None,
+    state: str | None = None,
+    session: AsyncSession = Depends(get_async_session),
+):
+    """
+    Handle Discord OAuth callback.
+
+    Args:
+        request: FastAPI request object
+        code: Authorization code from Discord (if user granted access)
+        error: Error code from Discord (if user denied access or error occurred)
+        state: State parameter containing user/space info
+        session: Database session
+
+    Returns:
+        Redirect response to frontend
+    """
+    try:
+        # Handle OAuth errors (e.g., user denied access)
+        if error:
+            logger.warning(f"Discord OAuth error: {error}")
+            # Try to decode state to get space_id for redirect, but don't fail if it's invalid
+            space_id = None
+            if state:
+                try:
+                    state_manager = get_state_manager()
+                    data = state_manager.validate_state(state)
+                    space_id = data.get("space_id")
+                except Exception:
+                    # If state is invalid, we'll redirect without space_id
+                    logger.warning("Failed to validate state in error handler")
+
+            # Redirect to frontend with error parameter
+            if space_id:
+                return RedirectResponse(
+                    url=f"{config.NEXT_FRONTEND_URL}/dashboard/{space_id}/new-chat?modal=connectors&tab=all&error=discord_oauth_denied"
+                )
+            else:
+                return RedirectResponse(
+                    url=f"{config.NEXT_FRONTEND_URL}/dashboard?error=discord_oauth_denied"
+                )
+
+        # Validate required parameters for successful flow
+        if not code:
+            raise HTTPException(status_code=400, detail="Missing authorization code")
+        if not state:
+            raise HTTPException(status_code=400, detail="Missing state parameter")
+
+        # Validate and decode state with signature verification
+        state_manager = get_state_manager()
+        try:
+            data = state_manager.validate_state(state)
+        except HTTPException:
+            raise
+        except Exception as e:
+            raise HTTPException(
+                status_code=400, detail=f"Invalid state parameter: {e!s}"
+            ) from e
+
+        user_id = UUID(data["user_id"])
+        space_id = data["space_id"]
+
+        # Validate redirect URI (security: ensure it matches configured value)
+        if not config.DISCORD_REDIRECT_URI:
+            raise HTTPException(
+                status_code=500, detail="DISCORD_REDIRECT_URI not configured"
+            )
+
+        # Exchange authorization code for access token
+        token_data = {
+            "client_id": config.DISCORD_CLIENT_ID,
+            "client_secret": config.DISCORD_CLIENT_SECRET,
+            "grant_type": "authorization_code",
+            "code": code,
+            "redirect_uri": config.DISCORD_REDIRECT_URI,
+        }
+
+        async with httpx.AsyncClient() as client:
+            token_response = await client.post(
+                TOKEN_URL,
+                data=token_data,
+                headers={"Content-Type": "application/x-www-form-urlencoded"},
+                timeout=30.0,
+            )
+
+        if token_response.status_code != 200:
+            error_detail = token_response.text
+            try:
+                error_json = token_response.json()
+                error_detail = error_json.get("error_description", error_json.get("error", error_detail))
+            except Exception:
+                pass
+            raise HTTPException(
+                status_code=400, detail=f"Token exchange failed: {error_detail}"
+            )
+
+        token_json = token_response.json()
+
+        # Log OAuth response for debugging (without sensitive data)
+        logger.info(f"Discord OAuth response received. Keys: {list(token_json.keys())}")
+
+        # Discord OAuth with 'bot' scope returns access_token (user token), not bot token
+        # The bot token must come from backend config (DISCORD_BOT_TOKEN)
+        # OAuth is used to authorize bot installation to servers, not to get bot token
+        if not config.DISCORD_BOT_TOKEN:
+            raise HTTPException(
+                status_code=500,
+                detail="Discord bot token not configured. Please set DISCORD_BOT_TOKEN in backend configuration.",
+            )
+
+        # Use the bot token from backend config (not the OAuth access_token)
+        bot_token = config.DISCORD_BOT_TOKEN
+
+        # Extract OAuth access_token and refresh_token (for reference, not used for bot operations)
+        oauth_access_token = token_json.get("access_token")
+        refresh_token = token_json.get("refresh_token")
+
+        # Encrypt sensitive tokens before storing
+        token_encryption = get_token_encryption()
+
+        # Calculate expiration time (UTC, tz-aware)
+        expires_at = None
+        if token_json.get("expires_in"):
+            now_utc = datetime.now(UTC)
+            expires_at = now_utc + timedelta(seconds=int(token_json["expires_in"]))
+
+        # Extract guild info from OAuth response if available
+        guild_id = None
+        guild_name = None
+        if token_json.get("guild"):
+            guild_id = token_json["guild"].get("id")
+            guild_name = token_json["guild"].get("name")
+
+        # Store the bot token from config and OAuth metadata
+        connector_config = {
+            "bot_token": token_encryption.encrypt_token(bot_token),  # Use bot token from config
+            "oauth_access_token": token_encryption.encrypt_token(oauth_access_token)
+            if oauth_access_token
+            else None,  # Store OAuth token for reference
+            "refresh_token": token_encryption.encrypt_token(refresh_token)
+            if refresh_token
+            else None,
+            "token_type": token_json.get("token_type", "Bearer"),
+            "expires_in": token_json.get("expires_in"),
+            "expires_at": expires_at.isoformat() if expires_at else None,
+            "scope": token_json.get("scope"),
+            "guild_id": guild_id,
+            "guild_name": guild_name,
+            # Mark that tokens are encrypted for backward compatibility
+            "_token_encrypted": True,
+        }
+
+        # Check if connector already exists for this search space and user
+        existing_connector_result = await session.execute(
+            select(SearchSourceConnector).filter(
+                SearchSourceConnector.search_space_id == space_id,
+                SearchSourceConnector.user_id == user_id,
+                SearchSourceConnector.connector_type
+                == SearchSourceConnectorType.DISCORD_CONNECTOR,
+            )
+        )
+        existing_connector = existing_connector_result.scalars().first()
+
+        if existing_connector:
+            # Update existing connector
+            existing_connector.config = connector_config
+            existing_connector.name = "Discord Connector"
+            existing_connector.is_indexable = True
+            logger.info(
+                f"Updated existing Discord connector for user {user_id} in space {space_id}"
+            )
+        else:
+            # Create new connector
+            new_connector = SearchSourceConnector(
+                name="Discord Connector",
+                connector_type=SearchSourceConnectorType.DISCORD_CONNECTOR,
+                is_indexable=True,
+                config=connector_config,
+                search_space_id=space_id,
+                user_id=user_id,
+            )
+            session.add(new_connector)
+            logger.info(
+                f"Created new Discord connector for user {user_id} in space {space_id}"
+            )
+
+        try:
+            await session.commit()
+            logger.info(f"Successfully saved Discord connector for user {user_id}")
+
+            # Redirect to the frontend with success params
+            return RedirectResponse(
+                url=f"{config.NEXT_FRONTEND_URL}/dashboard/{space_id}/new-chat?modal=connectors&tab=all&success=true&connector=discord-connector"
+            )
+
+        except ValidationError as e:
+            await session.rollback()
+            raise HTTPException(
+                status_code=422, detail=f"Validation error: {e!s}"
+            ) from e
+        except IntegrityError as e:
+            await session.rollback()
+            raise HTTPException(
+                status_code=409,
+                detail=f"Integrity error: A connector with this type already exists. {e!s}",
+            ) from e
+        except Exception as e:
+            logger.error(f"Failed to create search source connector: {e!s}")
+            await session.rollback()
+            raise HTTPException(
+                status_code=500,
+                detail=f"Failed to create search source connector: {e!s}",
+            ) from e
+
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"Failed to complete Discord OAuth: {e!s}", exc_info=True)
+        raise HTTPException(
+            status_code=500, detail=f"Failed to complete Discord OAuth: {e!s}"
+        ) from e
+
+
+async def refresh_discord_token(
+    session: AsyncSession, connector: SearchSourceConnector
+) -> SearchSourceConnector:
+    """
+    Refresh the Discord OAuth tokens for a connector.
+    
+    Note: Bot tokens from config don't expire, but OAuth access tokens might.
+    This function refreshes OAuth tokens if needed, but always uses bot token from config.
+
+    Args:
+        session: Database session
+        connector: Discord connector to refresh
+
+    Returns:
+        Updated connector object
+    """
+    try:
+        logger.info(f"Refreshing Discord OAuth tokens for connector {connector.id}")
+
+        # Bot token always comes from config, not from OAuth
+        if not config.DISCORD_BOT_TOKEN:
+            raise HTTPException(
+                status_code=500,
+                detail="Discord bot token not configured. Please set DISCORD_BOT_TOKEN in backend configuration.",
+            )
+
+        credentials = DiscordAuthCredentialsBase.from_dict(connector.config)
+
+        # Decrypt tokens if they are encrypted
+        token_encryption = get_token_encryption()
+        is_encrypted = connector.config.get("_token_encrypted", False)
+
+        refresh_token = credentials.refresh_token
+        if is_encrypted and refresh_token:
+            try:
+                refresh_token = token_encryption.decrypt_token(refresh_token)
+            except Exception as e:
+                logger.error(f"Failed to decrypt refresh token: {e!s}")
+                raise HTTPException(
+                    status_code=500, detail="Failed to decrypt stored refresh token"
+                ) from e
+
+        # If no refresh token, bot token from config is still valid (bot tokens don't expire)
+        # Just update the bot token from config in case it was changed
+        if not refresh_token:
+            logger.info(
+                f"No refresh token available for connector {connector.id}. Using bot token from config."
+            )
+            # Update bot token from config (in case it was changed)
+            credentials.bot_token = token_encryption.encrypt_token(config.DISCORD_BOT_TOKEN)
+            credentials_dict = credentials.to_dict()
+            credentials_dict["_token_encrypted"] = True
+            connector.config = credentials_dict
+            await session.commit()
+            await session.refresh(connector)
+            return connector
+
+        # Discord uses oauth2/token for token refresh with grant_type=refresh_token
+        refresh_data = {
+            "client_id": config.DISCORD_CLIENT_ID,
+            "client_secret": config.DISCORD_CLIENT_SECRET,
+            "grant_type": "refresh_token",
+            "refresh_token": refresh_token,
+        }
+
+        async with httpx.AsyncClient() as client:
+            token_response = await client.post(
+                TOKEN_URL,
+                data=refresh_data,
+                headers={"Content-Type": "application/x-www-form-urlencoded"},
+                timeout=30.0,
+            )
+
+        if token_response.status_code != 200:
+            error_detail = token_response.text
+            try:
+                error_json = token_response.json()
+                error_detail = error_json.get("error_description", error_json.get("error", error_detail))
+            except Exception:
+                pass
+            # If refresh fails, bot token from config is still valid
+            logger.warning(
+                f"OAuth token refresh failed for connector {connector.id}: {error_detail}. "
+                "Using bot token from config."
+            )
+            # Update bot token from config
+            credentials.bot_token = token_encryption.encrypt_token(config.DISCORD_BOT_TOKEN)
+            credentials.refresh_token = None  # Clear invalid refresh token
+            credentials_dict = credentials.to_dict()
+            credentials_dict["_token_encrypted"] = True
+            connector.config = credentials_dict
+            await session.commit()
+            await session.refresh(connector)
+            return connector
+
+        token_json = token_response.json()
+
+        # Extract OAuth access token from refresh response (for reference)
+        oauth_access_token = token_json.get("access_token")
+
+        # Get new refresh token if provided (Discord may rotate refresh tokens)
+        new_refresh_token = token_json.get("refresh_token")
+
+        # Calculate expiration time (UTC, tz-aware)
+        expires_at = None
+        expires_in = token_json.get("expires_in")
+        if expires_in:
+            now_utc = datetime.now(UTC)
+            expires_at = now_utc + timedelta(seconds=int(expires_in))
+
+        # Always use bot token from config (bot tokens don't expire)
+        credentials.bot_token = token_encryption.encrypt_token(config.DISCORD_BOT_TOKEN)
+        
+        # Update OAuth tokens if available
+        if oauth_access_token:
+            # Store OAuth access token for reference
+            connector.config["oauth_access_token"] = token_encryption.encrypt_token(
+                oauth_access_token
+            )
+        if new_refresh_token:
+            credentials.refresh_token = token_encryption.encrypt_token(
+                new_refresh_token
+            )
+        credentials.expires_in = expires_in
+        credentials.expires_at = expires_at
+        credentials.scope = token_json.get("scope")
+
+        # Preserve guild info if present
+        if not credentials.guild_id:
+            credentials.guild_id = connector.config.get("guild_id")
+        if not credentials.guild_name:
+            credentials.guild_name = connector.config.get("guild_name")
+        if not credentials.bot_user_id:
+            credentials.bot_user_id = connector.config.get("bot_user_id")
+
+        # Update connector config with encrypted tokens
+        credentials_dict = credentials.to_dict()
+        credentials_dict["_token_encrypted"] = True
+        connector.config = credentials_dict
+        await session.commit()
+        await session.refresh(connector)
+
+        logger.info(f"Successfully refreshed Discord OAuth tokens for connector {connector.id}")
+
+        return connector
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(
+            f"Failed to refresh Discord tokens for connector {connector.id}: {e!s}",
+            exc_info=True,
+        )
+        raise HTTPException(
+            status_code=500, detail=f"Failed to refresh Discord tokens: {e!s}"
+        ) from e
+

surfsense_backend/app/schemas/discord_auth_credentials.py

@@ -0,0 +1,76 @@
+from datetime import UTC, datetime
+
+from pydantic import BaseModel, field_validator
+
+
+class DiscordAuthCredentialsBase(BaseModel):
+    bot_token: str
+    refresh_token: str | None = None
+    token_type: str = "Bearer"
+    expires_in: int | None = None
+    expires_at: datetime | None = None
+    scope: str | None = None
+    bot_user_id: str | None = None
+    guild_id: str | None = None
+    guild_name: str | None = None
+
+    @property
+    def is_expired(self) -> bool:
+        """Check if the credentials have expired."""
+        if self.expires_at is None:
+            return False  # Long-lived token, treat as not expired
+        return self.expires_at <= datetime.now(UTC)
+
+    @property
+    def is_refreshable(self) -> bool:
+        """Check if the credentials can be refreshed."""
+        return self.refresh_token is not None
+
+    def to_dict(self) -> dict:
+        """Convert credentials to dictionary for storage."""
+        return {
+            "bot_token": self.bot_token,
+            "refresh_token": self.refresh_token,
+            "token_type": self.token_type,
+            "expires_in": self.expires_in,
+            "expires_at": self.expires_at.isoformat() if self.expires_at else None,
+            "scope": self.scope,
+            "bot_user_id": self.bot_user_id,
+            "guild_id": self.guild_id,
+            "guild_name": self.guild_name,
+        }
+
+    @classmethod
+    def from_dict(cls, data: dict) -> "DiscordAuthCredentialsBase":
+        """Create credentials from dictionary."""
+        expires_at = None
+        if data.get("expires_at"):
+            expires_at = datetime.fromisoformat(data["expires_at"])
+
+        return cls(
+            bot_token=data.get("bot_token", ""),
+            refresh_token=data.get("refresh_token"),
+            token_type=data.get("token_type", "Bearer"),
+            expires_in=data.get("expires_in"),
+            expires_at=expires_at,
+            scope=data.get("scope"),
+            bot_user_id=data.get("bot_user_id"),
+            guild_id=data.get("guild_id"),
+            guild_name=data.get("guild_name"),
+        )
+
+    @field_validator("expires_at", mode="before")
+    @classmethod
+    def ensure_aware_utc(cls, v):
+        # Strings like "2025-08-26T14:46:57.367184"
+        if isinstance(v, str):
+            # add +00:00 if missing tz info
+            if v.endswith("Z"):
+                return datetime.fromisoformat(v.replace("Z", "+00:00"))
+            dt = datetime.fromisoformat(v)
+            return dt if dt.tzinfo else dt.replace(tzinfo=UTC)
+        # datetime objects
+        if isinstance(v, datetime):
+            return v if v.tzinfo else v.replace(tzinfo=UTC)
+        return v
+

surfsense_backend/app/tasks/connector_indexers/discord_indexer.py

@@ -8,6 +8,7 @@ from datetime import UTC, datetime, timedelta
 from sqlalchemy.exc import SQLAlchemyError
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.config import config
 from app.connectors.discord_connector import DiscordConnector
 from app.db import Document, DocumentType, SearchSourceConnectorType
 from app.services.llm_service import get_user_long_context_llm
@@ -69,6 +70,12 @@ async def index_discord_messages(
     )
 
     try:
+        # Normalize date parameters - handle 'undefined' strings from frontend
+        if start_date and (start_date.lower() == "undefined" or start_date.strip() == ""):
+            start_date = None
+        if end_date and (end_date.lower() == "undefined" or end_date.strip() == ""):
+            end_date = None
+
         # Get the connector
         await task_logger.log_task_progress(
             log_entry,
@@ -92,27 +99,54 @@ async def index_discord_messages(
                 f"Connector with ID {connector_id} not found or is not a Discord connector",
             )
 
-        # Get the Discord token from the connector config
-        discord_token = connector.config.get("DISCORD_BOT_TOKEN")
-        if not discord_token:
-            await task_logger.log_task_failure(
-                log_entry,
-                f"Discord token not found in connector config for connector {connector_id}",
-                "Missing Discord token",
-                {"error_type": "MissingToken"},
-            )
-            return 0, "Discord token not found in connector config"
-
         logger.info(f"Starting Discord indexing for connector {connector_id}")
 
-        # Initialize Discord client
+        # Initialize Discord client with OAuth credentials support
         await task_logger.log_task_progress(
             log_entry,
             f"Initializing Discord client for connector {connector_id}",
             {"stage": "client_initialization"},
         )
 
-        discord_client = DiscordConnector(token=discord_token)
+        # Check if using OAuth (has bot_token in config) or legacy (has DISCORD_BOT_TOKEN)
+        has_oauth = connector.config.get("bot_token") is not None
+        has_legacy = connector.config.get("DISCORD_BOT_TOKEN") is not None
+
+        if has_oauth:
+            # Use OAuth credentials with auto-refresh
+            discord_client = DiscordConnector(
+                session=session, connector_id=connector_id
+            )
+        elif has_legacy:
+            # Backward compatibility: use legacy token format
+            discord_token = connector.config.get("DISCORD_BOT_TOKEN")
+            
+            # Decrypt token if it's encrypted (legacy tokens might be encrypted)
+            token_encrypted = connector.config.get("_token_encrypted", False)
+            if token_encrypted and config.SECRET_KEY and discord_token:
+                try:
+                    from app.utils.oauth_security import TokenEncryption
+                    token_encryption = TokenEncryption(config.SECRET_KEY)
+                    discord_token = token_encryption.decrypt_token(discord_token)
+                    logger.info(
+                        f"Decrypted legacy Discord token for connector {connector_id}"
+                    )
+                except Exception as e:
+                    logger.warning(
+                        f"Failed to decrypt legacy Discord token for connector {connector_id}: {e!s}. "
+                        "Trying to use token as-is (might be unencrypted)."
+                    )
+                    # Continue with token as-is - might be unencrypted legacy token
+            
+            discord_client = DiscordConnector(token=discord_token)
+        else:
+            await task_logger.log_task_failure(
+                log_entry,
+                f"Discord credentials not found in connector config for connector {connector_id}",
+                "Missing Discord credentials",
+                {"error_type": "MissingCredentials"},
+            )
+            return 0, "Discord credentials not found in connector config"
 
         # Calculate date range
         if start_date is None or end_date is None:
@@ -135,32 +169,63 @@ async def index_discord_messages(
             if start_date is None:
                 start_date_iso = calculated_start_date.isoformat()
             else:
-                # Convert YYYY-MM-DD to ISO format
+                # Validate and convert YYYY-MM-DD to ISO format
+                try:
+                    start_date_iso = (
+                        datetime.strptime(start_date, "%Y-%m-%d")
+                        .replace(tzinfo=UTC)
+                        .isoformat()
+                    )
+                except ValueError as e:
+                    logger.warning(
+                        f"Invalid start_date format '{start_date}', using calculated start date: {e!s}"
+                    )
+                    start_date_iso = calculated_start_date.isoformat()
+
+            if end_date is None:
+                end_date_iso = calculated_end_date.isoformat()
+            else:
+                # Validate and convert YYYY-MM-DD to ISO format
+                try:
+                    end_date_iso = (
+                        datetime.strptime(end_date, "%Y-%m-%d")
+                        .replace(tzinfo=UTC)
+                        .isoformat()
+                    )
+                except ValueError as e:
+                    logger.warning(
+                        f"Invalid end_date format '{end_date}', using calculated end date: {e!s}"
+                    )
+                    end_date_iso = calculated_end_date.isoformat()
+        else:
+            # Convert provided dates to ISO format for Discord API
+            try:
                 start_date_iso = (
                     datetime.strptime(start_date, "%Y-%m-%d")
                     .replace(tzinfo=UTC)
                     .isoformat()
                 )
-
-            if end_date is None:
-                end_date_iso = calculated_end_date.isoformat()
-            else:
-                # Convert YYYY-MM-DD to ISO format
-                end_date_iso = (
-                    datetime.strptime(end_date, "%Y-%m-%d")
-                    .replace(tzinfo=UTC)
-                    .isoformat()
+            except ValueError as e:
+                await task_logger.log_task_failure(
+                    log_entry,
+                    f"Invalid start_date format: {start_date}",
+                    f"Date parsing error: {e!s}",
+                    {"error_type": "InvalidDateFormat", "start_date": start_date},
                 )
-        else:
-            # Convert provided dates to ISO format for Discord API
-            start_date_iso = (
-                datetime.strptime(start_date, "%Y-%m-%d")
-                .replace(tzinfo=UTC)
-                .isoformat()
-            )
-            end_date_iso = (
-                datetime.strptime(end_date, "%Y-%m-%d").replace(tzinfo=UTC).isoformat()
-            )
+                return 0, f"Invalid start_date format: {start_date}. Expected YYYY-MM-DD format."
+
+            try:
+                end_date_iso = (
+                    datetime.strptime(end_date, "%Y-%m-%d").replace(tzinfo=UTC).isoformat()
+                )
+            except ValueError as e:
+                await task_logger.log_task_failure(
+                    log_entry,
+                    f"Invalid end_date format: {end_date}",
+                    f"Date parsing error: {e!s}",
+                    {"error_type": "InvalidDateFormat", "end_date": end_date},
+                )
+                return 0, f"Invalid end_date format: {end_date}. Expected YYYY-MM-DD format."
 
         logger.info(
             f"Indexing Discord messages from {start_date_iso} to {end_date_iso}"

surfsense_backend/app/utils/validators.py

@@ -537,7 +537,7 @@ def validate_connector_config(
                 )
             },
         },
-        "DISCORD_CONNECTOR": {"required": ["DISCORD_BOT_TOKEN"], "validators": {}},
+        # "DISCORD_CONNECTOR": {"required": ["DISCORD_BOT_TOKEN"], "validators": {}},
         "JIRA_CONNECTOR": {
             "required": ["JIRA_EMAIL", "JIRA_API_TOKEN", "JIRA_BASE_URL"],
             "validators": {

surfsense_web/components/assistant-ui/connector-popup/connect-forms/components/discord-connect-form.tsx

@@ -1,409 +0,0 @@
-"use client";
-
-import { zodResolver } from "@hookform/resolvers/zod";
-import { Info } from "lucide-react";
-import type { FC } from "react";
-import { useRef, useState } from "react";
-import { useForm } from "react-hook-form";
-import * as z from "zod";
-import {
-	Accordion,
-	AccordionContent,
-	AccordionItem,
-	AccordionTrigger,
-} from "@/components/ui/accordion";
-import { Alert, AlertDescription, AlertTitle } from "@/components/ui/alert";
-import {
-	Form,
-	FormControl,
-	FormDescription,
-	FormField,
-	FormItem,
-	FormLabel,
-	FormMessage,
-} from "@/components/ui/form";
-import { Input } from "@/components/ui/input";
-import { Label } from "@/components/ui/label";
-import {
-	Select,
-	SelectContent,
-	SelectItem,
-	SelectTrigger,
-	SelectValue,
-} from "@/components/ui/select";
-import { Switch } from "@/components/ui/switch";
-import { EnumConnectorName } from "@/contracts/enums/connector";
-import { DateRangeSelector } from "../../components/date-range-selector";
-import { getConnectorBenefits } from "../connector-benefits";
-import type { ConnectFormProps } from "../index";
-
-const discordConnectorFormSchema = z.object({
-	name: z.string().min(3, {
-		message: "Connector name must be at least 3 characters.",
-	}),
-	bot_token: z.string().min(10, {
-		message: "Discord Bot Token is required and must be valid.",
-	}),
-});
-
-type DiscordConnectorFormValues = z.infer<typeof discordConnectorFormSchema>;
-
-export const DiscordConnectForm: FC<ConnectFormProps> = ({ onSubmit, isSubmitting }) => {
-	const isSubmittingRef = useRef(false);
-	const [startDate, setStartDate] = useState<Date | undefined>(undefined);
-	const [endDate, setEndDate] = useState<Date | undefined>(undefined);
-	const [periodicEnabled, setPeriodicEnabled] = useState(false);
-	const [frequencyMinutes, setFrequencyMinutes] = useState("1440");
-	const form = useForm<DiscordConnectorFormValues>({
-		resolver: zodResolver(discordConnectorFormSchema),
-		defaultValues: {
-			name: "Discord Connector",
-			bot_token: "",
-		},
-	});
-
-	const handleSubmit = async (values: DiscordConnectorFormValues) => {
-		// Prevent multiple submissions
-		if (isSubmittingRef.current || isSubmitting) {
-			return;
-		}
-
-		isSubmittingRef.current = true;
-		try {
-			await onSubmit({
-				name: values.name,
-				connector_type: EnumConnectorName.DISCORD_CONNECTOR,
-				config: {
-					DISCORD_BOT_TOKEN: values.bot_token,
-				},
-				is_indexable: true,
-				last_indexed_at: null,
-				periodic_indexing_enabled: periodicEnabled,
-				indexing_frequency_minutes: periodicEnabled ? parseInt(frequencyMinutes, 10) : null,
-				next_scheduled_at: null,
-				startDate,
-				endDate,
-				periodicEnabled,
-				frequencyMinutes,
-			});
-		} finally {
-			isSubmittingRef.current = false;
-		}
-	};
-
-	return (
-		<div className="space-y-6 pb-6">
-			<Alert className="bg-slate-400/5 dark:bg-white/5 border-slate-400/20 p-2 sm:p-3 flex items-center [&>svg]:relative [&>svg]:left-0 [&>svg]:top-0 [&>svg+div]:translate-y-0">
-				<Info className="h-3 w-3 sm:h-4 sm:w-4 shrink-0 ml-1" />
-				<div className="-ml-1">
-					<AlertTitle className="text-xs sm:text-sm">Bot Token Required</AlertTitle>
-					<AlertDescription className="text-[10px] sm:text-xs !pl-0">
-						You'll need a Discord Bot Token to use this connector. You can create one from{" "}
-						<a
-							href="https://discord.com/developers/applications"
-							target="_blank"
-							rel="noopener noreferrer"
-							className="font-medium underline underline-offset-4"
-						>
-							Discord Developer Portal
-						</a>
-					</AlertDescription>
-				</div>
-			</Alert>
-
-			<div className="rounded-xl border border-border bg-slate-400/5 dark:bg-white/5 p-3 sm:p-6 space-y-3 sm:space-y-4">
-				<Form {...form}>
-					<form
-						id="discord-connect-form"
-						onSubmit={form.handleSubmit(handleSubmit)}
-						className="space-y-4 sm:space-y-6"
-					>
-						<FormField
-							control={form.control}
-							name="name"
-							render={({ field }) => (
-								<FormItem>
-									<FormLabel className="text-xs sm:text-sm">Connector Name</FormLabel>
-									<FormControl>
-										<Input
-											placeholder="My Discord Connector"
-											className="h-8 sm:h-10 px-2 sm:px-3 text-xs sm:text-sm border-slate-400/20 focus-visible:border-slate-400/40"
-											disabled={isSubmitting}
-											{...field}
-										/>
-									</FormControl>
-									<FormDescription className="text-[10px] sm:text-xs">
-										A friendly name to identify this connector.
-									</FormDescription>
-									<FormMessage />
-								</FormItem>
-							)}
-						/>
-
-						<FormField
-							control={form.control}
-							name="bot_token"
-							render={({ field }) => (
-								<FormItem>
-									<FormLabel className="text-xs sm:text-sm">Discord Bot Token</FormLabel>
-									<FormControl>
-										<Input
-											type="password"
-											placeholder="Your Bot Token"
-											className="h-8 sm:h-10 px-2 sm:px-3 text-xs sm:text-sm border-slate-400/20 focus-visible:border-slate-400/40"
-											disabled={isSubmitting}
-											{...field}
-										/>
-									</FormControl>
-									<FormDescription className="text-[10px] sm:text-xs">
-										Your Discord Bot Token will be encrypted and stored securely.
-									</FormDescription>
-									<FormMessage />
-								</FormItem>
-							)}
-						/>
-
-						{/* Indexing Configuration */}
-						<div className="space-y-4 pt-4 border-t border-slate-400/20">
-							<h3 className="text-sm sm:text-base font-medium">Indexing Configuration</h3>
-
-							{/* Date Range Selector */}
-							<DateRangeSelector
-								startDate={startDate}
-								endDate={endDate}
-								onStartDateChange={setStartDate}
-								onEndDateChange={setEndDate}
-							/>
-
-							{/* Periodic Sync Config */}
-							<div className="rounded-xl bg-slate-400/5 dark:bg-white/5 p-3 sm:p-6">
-								<div className="flex items-center justify-between">
-									<div className="space-y-1">
-										<h3 className="font-medium text-sm sm:text-base">Enable Periodic Sync</h3>
-										<p className="text-xs sm:text-sm text-muted-foreground">
-											Automatically re-index at regular intervals
-										</p>
-									</div>
-									<Switch
-										checked={periodicEnabled}
-										onCheckedChange={setPeriodicEnabled}
-										disabled={isSubmitting}
-									/>
-								</div>
-
-								{periodicEnabled && (
-									<div className="mt-4 pt-4 border-t border-slate-400/20 space-y-3">
-										<div className="space-y-2">
-											<Label htmlFor="frequency" className="text-xs sm:text-sm">
-												Sync Frequency
-											</Label>
-											<Select
-												value={frequencyMinutes}
-												onValueChange={setFrequencyMinutes}
-												disabled={isSubmitting}
-											>
-												<SelectTrigger
-													id="frequency"
-													className="w-full bg-slate-400/5 dark:bg-slate-400/5 border-slate-400/20 text-xs sm:text-sm"
-												>
-													<SelectValue placeholder="Select frequency" />
-												</SelectTrigger>
-												<SelectContent className="z-[100]">
-													<SelectItem value="5" className="text-xs sm:text-sm">
-														Every 5 minutes
-													</SelectItem>
-													<SelectItem value="15" className="text-xs sm:text-sm">
-														Every 15 minutes
-													</SelectItem>
-													<SelectItem value="60" className="text-xs sm:text-sm">
-														Every hour
-													</SelectItem>
-													<SelectItem value="360" className="text-xs sm:text-sm">
-														Every 6 hours
-													</SelectItem>
-													<SelectItem value="720" className="text-xs sm:text-sm">
-														Every 12 hours
-													</SelectItem>
-													<SelectItem value="1440" className="text-xs sm:text-sm">
-														Daily
-													</SelectItem>
-													<SelectItem value="10080" className="text-xs sm:text-sm">
-														Weekly
-													</SelectItem>
-												</SelectContent>
-											</Select>
-										</div>
-									</div>
-								)}
-							</div>
-						</div>
-					</form>
-				</Form>
-			</div>
-
-			{/* What you get section */}
-			{getConnectorBenefits(EnumConnectorName.DISCORD_CONNECTOR) && (
-				<div className="rounded-xl border border-border bg-slate-400/5 dark:bg-white/5 px-3 sm:px-6 py-4 space-y-2">
-					<h4 className="text-xs sm:text-sm font-medium">What you get with Discord integration:</h4>
-					<ul className="list-disc pl-5 text-[10px] sm:text-xs text-muted-foreground space-y-1">
-						{getConnectorBenefits(EnumConnectorName.DISCORD_CONNECTOR)?.map((benefit) => (
-							<li key={benefit}>{benefit}</li>
-						))}
-					</ul>
-				</div>
-			)}
-
-			{/* Documentation Section */}
-			<Accordion
-				type="single"
-				collapsible
-				className="w-full border border-border rounded-xl bg-slate-400/5 dark:bg-white/5"
-			>
-				<AccordionItem value="documentation" className="border-0">
-					<AccordionTrigger className="text-sm sm:text-base font-medium px-3 sm:px-6 no-underline hover:no-underline">
-						Documentation
-					</AccordionTrigger>
-					<AccordionContent className="px-3 sm:px-6 pb-3 sm:pb-6 space-y-6">
-						<div>
-							<h3 className="text-sm sm:text-base font-semibold mb-2">How it works</h3>
-							<p className="text-[10px] sm:text-xs text-muted-foreground">
-								The Discord connector uses the Discord API to fetch messages from all accessible
-								channels that the bot token has access to within a server.
-							</p>
-							<ul className="mt-2 list-disc pl-5 text-[10px] sm:text-xs text-muted-foreground space-y-1">
-								<li>
-									For follow up indexing runs, the connector retrieves messages that have been
-									updated since the last indexing attempt.
-								</li>
-								<li>
-									Indexing is configured to run periodically, so updates should appear in your
-									search results within minutes.
-								</li>
-							</ul>
-						</div>
-
-						<div className="space-y-4">
-							<div>
-								<h3 className="text-sm sm:text-base font-semibold mb-2">Authorization</h3>
-								<Alert className="bg-slate-400/5 dark:bg-white/5 border-slate-400/20 mb-4">
-									<Info className="h-3 w-3 sm:h-4 sm:w-4" />
-									<AlertTitle className="text-[10px] sm:text-xs">Bot Token Required</AlertTitle>
-									<AlertDescription className="text-[9px] sm:text-[10px]">
-										You need to create a Discord application and bot to get a bot token. The bot
-										needs read access to channels and messages.
-									</AlertDescription>
-								</Alert>
-
-								<div className="space-y-4 sm:space-y-6">
-									<div>
-										<h4 className="text-[10px] sm:text-xs font-medium mb-2">
-											Step 1: Create a Discord Application
-										</h4>
-										<ol className="list-decimal pl-5 space-y-2 text-[10px] sm:text-xs text-muted-foreground">
-											<li>
-												Go to{" "}
-												<a
-													href="https://discord.com/developers/applications"
-													target="_blank"
-													rel="noopener noreferrer"
-													className="font-medium underline underline-offset-4"
-												>
-													https://discord.com/developers/applications
-												</a>
-											</li>
-											<li>
-												Click <strong>New Application</strong>
-											</li>
-											<li>
-												Enter an application name and click <strong>Create</strong>
-											</li>
-										</ol>
-									</div>
-
-									<div>
-										<h4 className="text-[10px] sm:text-xs font-medium mb-2">
-											Step 2: Create a Bot
-										</h4>
-										<ol className="list-decimal pl-5 space-y-2 text-[10px] sm:text-xs text-muted-foreground">
-											<li>
-												Navigate to <strong>Bot</strong> in the sidebar
-											</li>
-											<li>
-												Click <strong>Add Bot</strong> and confirm
-											</li>
-											<li>
-												Under <strong>Privileged Gateway Intents</strong>, enable:
-												<ul className="list-disc pl-5 mt-1 space-y-1">
-													<li>
-														<code className="bg-muted px-1 py-0.5 rounded">
-															MESSAGE CONTENT INTENT
-														</code>{" "}
-														- Required to read message content
-													</li>
-												</ul>
-											</li>
-										</ol>
-									</div>
-
-									<div>
-										<h4 className="text-[10px] sm:text-xs font-medium mb-2">
-											Step 3: Get Bot Token and Invite Bot
-										</h4>
-										<ol className="list-decimal pl-5 space-y-2 text-[10px] sm:text-xs text-muted-foreground">
-											<li>
-												Under <strong>Token</strong>, click <strong>Reset Token</strong> and copy
-												the token
-											</li>
-											<li>
-												Navigate to <strong>OAuth2 → URL Generator</strong>
-											</li>
-											<li>
-												Select <strong>bot</strong> scope and <strong>Read Messages</strong>{" "}
-												permission
-											</li>
-											<li>Copy the generated URL and open it in your browser</li>
-											<li>Select your server and authorize the bot</li>
-										</ol>
-									</div>
-								</div>
-							</div>
-						</div>
-
-						<div className="space-y-4">
-							<div>
-								<h3 className="text-sm sm:text-base font-semibold mb-2">Indexing</h3>
-								<ol className="list-decimal pl-5 space-y-2 text-[10px] sm:text-xs text-muted-foreground mb-4">
-									<li>
-										Navigate to the Connector Dashboard and select the <strong>Discord</strong>{" "}
-										Connector.
-									</li>
-									<li>
-										Place the <strong>Bot Token</strong> in the form field.
-									</li>
-									<li>
-										Click <strong>Connect</strong> to establish the connection.
-									</li>
-									<li>Once connected, your Discord messages will be indexed automatically.</li>
-								</ol>
-
-								<Alert className="bg-slate-400/5 dark:bg-white/5 border-slate-400/20">
-									<Info className="h-3 w-3 sm:h-4 sm:w-4" />
-									<AlertTitle className="text-[10px] sm:text-xs">What Gets Indexed</AlertTitle>
-									<AlertDescription className="text-[9px] sm:text-[10px]">
-										<p className="mb-2">The Discord connector indexes the following data:</p>
-										<ul className="list-disc pl-5 space-y-1">
-											<li>Messages from all accessible channels</li>
-											<li>Direct messages (if bot has access)</li>
-											<li>Message timestamps and metadata</li>
-											<li>Thread replies and conversations</li>
-										</ul>
-									</AlertDescription>
-								</Alert>
-							</div>
-						</div>
-					</AccordionContent>
-				</AccordionItem>
-			</Accordion>
-		</div>
-	);
-};

surfsense_web/components/assistant-ui/connector-popup/connect-forms/index.tsx

@@ -4,7 +4,6 @@ import { BookStackConnectForm } from "./components/bookstack-connect-form";
 import { CirclebackConnectForm } from "./components/circleback-connect-form";
 import { ClickUpConnectForm } from "./components/clickup-connect-form";
 import { ConfluenceConnectForm } from "./components/confluence-connect-form";
-import { DiscordConnectForm } from "./components/discord-connect-form";
 import { ElasticsearchConnectForm } from "./components/elasticsearch-connect-form";
 import { GithubConnectForm } from "./components/github-connect-form";
 import { JiraConnectForm } from "./components/jira-connect-form";
@@ -50,8 +49,6 @@ export function getConnectFormComponent(connectorType: string): ConnectFormCompo
 			return BaiduSearchApiConnectForm;
 		case "ELASTICSEARCH_CONNECTOR":
 			return ElasticsearchConnectForm;
-		case "DISCORD_CONNECTOR":
-			return DiscordConnectForm;
 		case "CONFLUENCE_CONNECTOR":
 			return ConfluenceConnectForm;
 		case "BOOKSTACK_CONNECTOR":

surfsense_web/components/assistant-ui/connector-popup/connector-configs/components/discord-config.tsx

@@ -1,88 +1,26 @@
 "use client";
 
-import { KeyRound } from "lucide-react";
+import { Info } from "lucide-react";
 import type { FC } from "react";
-import { useEffect, useState } from "react";
-import { Input } from "@/components/ui/input";
-import { Label } from "@/components/ui/label";
 import type { ConnectorConfigProps } from "../index";
 
 export interface DiscordConfigProps extends ConnectorConfigProps {
 	onNameChange?: (name: string) => void;
 }
 
-export const DiscordConfig: FC<DiscordConfigProps> = ({
-	connector,
-	onConfigChange,
-	onNameChange,
-}) => {
-	const [botToken, setBotToken] = useState<string>(
-		(connector.config?.DISCORD_BOT_TOKEN as string) || ""
-	);
-	const [name, setName] = useState<string>(connector.name || "");
-
-	// Update bot token and name when connector changes
-	useEffect(() => {
-		const token = (connector.config?.DISCORD_BOT_TOKEN as string) || "";
-		setBotToken(token);
-		setName(connector.name || "");
-	}, [connector.config, connector.name]);
-
-	const handleBotTokenChange = (value: string) => {
-		setBotToken(value);
-		if (onConfigChange) {
-			onConfigChange({
-				...connector.config,
-				DISCORD_BOT_TOKEN: value,
-			});
-		}
-	};
-
-	const handleNameChange = (value: string) => {
-		setName(value);
-		if (onNameChange) {
-			onNameChange(value);
-		}
-	};
-
+export const DiscordConfig: FC<DiscordConfigProps> = () => {
 	return (
 		<div className="space-y-6">
-			{/* Connector Name */}
-			<div className="rounded-xl border border-border bg-slate-400/5 dark:bg-white/5 p-3 sm:p-6 space-y-3 sm:space-y-4">
-				<div className="space-y-2">
-					<Label className="text-xs sm:text-sm">Connector Name</Label>
-					<Input
-						value={name}
-						onChange={(e) => handleNameChange(e.target.value)}
-						placeholder="My Discord Connector"
-						className="border-slate-400/20 focus-visible:border-slate-400/40"
-					/>
-					<p className="text-[10px] sm:text-xs text-muted-foreground">
-						A friendly name to identify this connector.
-					</p>
+			<div className="rounded-xl border border-border bg-primary/5 p-4 flex items-start gap-3">
+				<div className="flex h-8 w-8 items-center justify-center rounded-lg bg-primary/10 shrink-0 mt-0.5">
+					<Info className="size-4" />
 				</div>
-			</div>
-
-			{/* Configuration */}
-			<div className="rounded-xl border border-border bg-slate-400/5 dark:bg-white/5 p-3 sm:p-6 space-y-3 sm:space-y-4">
-				<div className="space-y-1 sm:space-y-2">
-					<h3 className="font-medium text-sm sm:text-base">Configuration</h3>
-				</div>
-
-				<div className="space-y-2">
-					<Label className="flex items-center gap-2 text-xs sm:text-sm">
-						<KeyRound className="h-4 w-4" />
-						Discord Bot Token
-					</Label>
-					<Input
-						type="password"
-						value={botToken}
-						onChange={(e) => handleBotTokenChange(e.target.value)}
-						placeholder="Your Bot Token"
-						className="border-slate-400/20 focus-visible:border-slate-400/40"
-					/>
-					<p className="text-[10px] sm:text-xs text-muted-foreground">
-						Update your Discord Bot Token if needed.
+				<div className="text-xs sm:text-sm">
+					<p className="font-medium text-xs sm:text-sm">Add Bot to Servers</p>
+					<p className="text-muted-foreground mt-1 text-[10px] sm:text-sm">
+						Before indexing, make sure the Discord bot has been added to the servers (guilds) you want to
+						index. The bot can only access messages from servers it's been added to. Use the OAuth
+						authorization flow to add the bot to your servers.
 					</p>
 				</div>
 			</div>

surfsense_web/components/assistant-ui/connector-popup/connector-configs/views/connector-connect-view.tsx

@@ -52,7 +52,6 @@ export const ConnectorConnectView: FC<ConnectorConnectViewProps> = ({
 			LINKUP_API: "linkup-api-connect-form",
 			BAIDU_SEARCH_API: "baidu-search-api-connect-form",
 			ELASTICSEARCH_CONNECTOR: "elasticsearch-connect-form",
-			DISCORD_CONNECTOR: "discord-connect-form",
 			CONFLUENCE_CONNECTOR: "confluence-connect-form",
 			BOOKSTACK_CONNECTOR: "bookstack-connect-form",
 			GITHUB_CONNECTOR: "github-connect-form",

surfsense_web/components/assistant-ui/connector-popup/constants/connector-constants.ts

@@ -51,6 +51,13 @@ export const OAUTH_CONNECTORS = [
 		connectorType: EnumConnectorName.SLACK_CONNECTOR,
 		authEndpoint: "/api/v1/auth/slack/connector/add/",
 	},
+	{
+		id: "discord-connector",
+		title: "Discord",
+		description: "Search Discord messages",
+		connectorType: EnumConnectorName.DISCORD_CONNECTOR,
+		authEndpoint: "/api/v1/auth/discord/connector/add/",
+	},
 ] as const;
 
 // Content Sources (tools that extract and import content from external sources)
@@ -71,12 +78,6 @@ export const CRAWLERS = [
 
 // Non-OAuth Connectors (redirect to old connector config pages)
 export const OTHER_CONNECTORS = [
-	{
-		id: "discord-connector",
-		title: "Discord",
-		description: "Search Discord messages",
-		connectorType: EnumConnectorName.DISCORD_CONNECTOR,
-	},
 	{
 		id: "confluence-connector",
 		title: "Confluence",