Show connected account names in UI

tests/test_api_auth.py

@@ -74,7 +74,13 @@ def test_adobe_connect_env_stores_token(monkeypatch):
     monkeypatch.setenv("ADOBE_REFRESH_TOKEN", "existing-refresh")
 
     from unittest.mock import patch
-    with patch("adobe_api._refresh_access_token", return_value="refreshed-token"):
+    with patch("adobe_api._refresh_access_token", return_value="refreshed-token"), \
+         patch("web.routers.auth._fetch_adobe_profile", return_value={
+             "adobe_user_name": "Paul Adobe",
+             "adobe_user_email": "paul@example.com",
+             "adobe_account_name": "Paul Sandbox",
+             "adobe_account_id": "adobe-account-123",
+         }):
         resp = client.get("/api/auth/adobe/connect")
 
     assert resp.status_code == 200
@@ -82,6 +88,9 @@ def test_adobe_connect_env_stores_token(monkeypatch):
     session_cookie = resp.cookies.get("migrator_session")
     status_resp = client.get("/api/auth/status", cookies={"migrator_session": session_cookie})
     assert status_resp.json()["adobe"] is True
+    assert status_resp.json()["adobe_account_name"] == "Paul Sandbox"
+    assert status_resp.json()["adobe_account_id"] == "adobe-account-123"
+    assert status_resp.json()["adobe_label"] == "Paul Sandbox"
 
 
 def test_adobe_connect_env_fails_without_credentials(monkeypatch):

web/routers/auth.py

@@ -40,6 +40,59 @@ _ADOBE_AUTH_URL = "https://secure.eu2.adobesign.com/public/oauth/v2"
 _ADOBE_TOKEN_URL = "https://api.eu2.adobesign.com/oauth/v2/token"
 
 
+async def _fetch_adobe_profile(access_token: str) -> dict:
+    """
+    Best-effort Adobe Sign profile lookup used only for nicer UI labels.
+    This should never block a successful connection if Adobe returns sparse data.
+    """
+    try:
+        async with httpx.AsyncClient() as client:
+            resp = await client.get(
+                f"{settings.adobe_sign_base_url}/users/me",
+                headers={"Authorization": f"Bearer {access_token}"},
+            )
+    except Exception:
+        return {}
+
+    if not resp.is_success:
+        return {}
+
+    data = resp.json() if resp.content else {}
+    if not isinstance(data, dict):
+        return {}
+
+    company = data.get("company") or {}
+    account_name = (
+        company.get("name")
+        or data.get("companyName")
+        or data.get("accountName")
+        or data.get("name")
+    )
+    account_id = (
+        company.get("id")
+        or data.get("companyId")
+        or data.get("accountId")
+    )
+
+    return {
+        "adobe_user_name": data.get("name"),
+        "adobe_user_email": data.get("email"),
+        "adobe_account_name": account_name,
+        "adobe_account_id": account_id,
+    }
+
+
+async def _merge_adobe_profile(session: dict, access_token: str) -> dict:
+    profile = await _fetch_adobe_profile(access_token)
+    if not profile:
+        return session
+    updated = dict(session)
+    for key, value in profile.items():
+        if value:
+            updated[key] = value
+    return updated
+
+
 # ---------------------------------------------------------------------------
 # Status
 # ---------------------------------------------------------------------------
@@ -55,8 +108,10 @@ def auth_status(request: Request):
         docusign_account = None
     return {
         **session_public_view(session),
-        "adobe_label": "Adobe Sign",
+        "adobe_label": session.get("adobe_account_name") or session.get("adobe_user_name") or "Adobe Sign",
         "docusign_label": session.get("docusign_user_name") or "Docusign",
+        "adobe_account_name": session.get("adobe_account_name"),
+        "adobe_account_id": session.get("adobe_account_id"),
         "docusign_account_id": (docusign_account or {}).get("account_id"),
         "docusign_account_name": (docusign_account or {}).get("account_name"),
         "base_url": (docusign_account or {}).get("base_url", settings.docusign_base_url),
@@ -135,6 +190,7 @@ async def adobe_exchange(body: AdobeExchangeRequest, request: Request):
     session["adobe_access_token"] = token_data.get("access_token")
     session["adobe_refresh_token"] = token_data.get("refresh_token")
     session["adobe_auth_mode"] = "session_oauth"
+    session = await _merge_adobe_profile(session, session["adobe_access_token"])
 
     response = JSONResponse({"connected": True})
     save_session(response, session)
@@ -142,7 +198,7 @@ async def adobe_exchange(body: AdobeExchangeRequest, request: Request):
 
 
 @router.get("/adobe/connect")
-def adobe_connect_env(request: Request):
+async def adobe_connect_env(request: Request):
     """
     Load Adobe Sign credentials directly from .env (ADOBE_ACCESS_TOKEN /
     ADOBE_REFRESH_TOKEN). Refreshes the token if needed. No browser login required
@@ -173,6 +229,7 @@ def adobe_connect_env(request: Request):
     session["adobe_access_token"] = token
     session["adobe_refresh_token"] = refresh_token
     session["adobe_auth_mode"] = "shared_env"
+    session = await _merge_adobe_profile(session, token)
 
     response = JSONResponse({"connected": True})
     save_session(response, session)
@@ -184,6 +241,10 @@ def adobe_disconnect(request: Request):
     session = get_session(request)
     session.pop("adobe_access_token", None)
     session.pop("adobe_refresh_token", None)
+    session.pop("adobe_user_name", None)
+    session.pop("adobe_user_email", None)
+    session.pop("adobe_account_name", None)
+    session.pop("adobe_account_id", None)
     session["adobe_auth_mode"] = "disconnected"
     response = JSONResponse({"disconnected": "adobe"})
     save_session(response, session)

web/session.py

@@ -155,6 +155,10 @@ def session_public_view(session: dict[str, Any]) -> dict[str, Any]:
         "adobe": bool(session.get("adobe_access_token")),
         "docusign": bool(session.get("docusign_access_token")),
         "adobe_auth_mode": session.get("adobe_auth_mode", "disconnected"),
+        "adobe_user_name": session.get("adobe_user_name"),
+        "adobe_user_email": session.get("adobe_user_email"),
+        "adobe_account_name": session.get("adobe_account_name"),
+        "adobe_account_id": session.get("adobe_account_id"),
         "docusign_auth_mode": session.get("docusign_auth_mode", "disconnected"),
         "docusign_user_name": session.get("docusign_user_name"),
         "docusign_user_email": session.get("docusign_user_email"),

web/static/js/auth.js

@@ -13,6 +13,8 @@ export async function refreshAuth() {
       adobe: !!data.adobe,
       docusign: !!data.docusign,
       adobeLabel: data.adobe_label || 'Adobe Sign',
+      adobeAccountId: data.adobe_account_id || null,
+      adobeAccountName: data.adobe_account_name || null,
       docusignLabel: data.docusign_label || 'Docusign',
       docusignAccountId: data.docusign_account_id || null,
       docusignAccountName: data.docusign_account_name || null,
@@ -31,11 +33,16 @@ export async function refreshAuth() {
 // ── Render connection pills in top bar ─────────────────────────────────────
 
 export function renderAuthChips() {
-  renderChip('chip-adobe', state.auth.adobe, 'Adobe Sign', onClickAdobe);
+  renderChip(
+    'chip-adobe',
+    state.auth.adobe,
+    state.auth.adobe ? `Adobe: ${state.auth.adobeAccountName || state.auth.adobeLabel || 'Connected'}` : 'Adobe Sign',
+    onClickAdobe
+  );
   renderChip(
     'chip-docusign',
     state.auth.docusign,
-    state.auth.docusignAccountName || 'Docusign',
+    state.auth.docusign ? `Docusign: ${state.auth.docusignAccountName || state.auth.docusignLabel || 'Connected'}` : 'Docusign',
     onClickDocusign
   );
   renderAvatar();
@@ -97,7 +104,13 @@ export async function disconnectPlatform(platform, opts = {}) {
         docusignAccountSelectionRequired: false,
       });
     } else {
-      setState('auth', { ...state.auth, adobe: false });
+      setState('auth', {
+        ...state.auth,
+        adobe: false,
+        adobeAccountId: null,
+        adobeAccountName: null,
+        adobeLabel: 'Adobe Sign',
+      });
     }
     renderAuthChips();
     if (!skipRefresh) {

web/static/js/help.js

@@ -96,7 +96,7 @@ export function quickStartCardMarkup() {
       <div class="card-body">
         <div class="callout info" style="margin-bottom:16px">
           <span class="callout-icon">ℹ️</span>
-          This tool compares Adobe Sign templates with DocuSign templates, helps you migrate them, and gives you a place to verify the results afterward.
+          This app helps you migrate templates from Adobe Sign into DocuSign, review blockers and warnings, and send verification envelopes after migration.
         </div>
         ${quickStartStepsMarkup()}
       </div>

web/static/js/settings.js

@@ -193,14 +193,14 @@ async function _loadConnInfo() {
     connEl.innerHTML = `
       <div class="conn-info-row">
         <span class="conn-info-label">Adobe Sign</span>
-        <span class="conn-info-value">${data.adobe ? 'Connected' : 'Not connected'}</span>
+        <span class="conn-info-value">${data.adobe ? `Connected${data.adobe_account_name ? ` — ${escHtml(data.adobe_account_name)}` : ''}` : 'Not connected'}</span>
         <span class="conn-info-status">
           <span class="badge ${data.adobe ? 'badge-green' : 'badge-gray'}">${data.adobe ? '● Connected' : '○ Disconnected'}</span>
         </span>
       </div>
       <div class="conn-info-row">
         <span class="conn-info-label">Docusign</span>
-        <span class="conn-info-value">${data.docusign ? (data.docusign_account_selection_required ? 'Connected — account selection required' : 'Connected') : 'Not connected'}</span>
+        <span class="conn-info-value">${data.docusign ? (data.docusign_account_selection_required ? 'Connected — account selection required' : `Connected${data.docusign_account_name ? ` — ${escHtml(data.docusign_account_name)}` : ''}`) : 'Not connected'}</span>
         <span class="conn-info-status">
           <span class="badge ${data.docusign ? (data.docusign_account_selection_required ? 'badge-amber' : 'badge-green') : 'badge-gray'}">${data.docusign ? (data.docusign_account_selection_required ? '● Choose account' : '● Connected') : '○ Disconnected'}</span>
         </span>
@@ -241,6 +241,11 @@ async function _loadConnInfo() {
         <span class="conn-info-value">Use <strong>Choose Account</strong> or <strong>Switch Docusign Account</strong> to select from the DocuSign accounts available to this login. The picker is sorted alphabetically and supports search.</span>
         <span class="conn-info-status"></span>
       </div>
+      <div class="conn-info-row">
+        <span class="conn-info-label">Adobe Account ID</span>
+        <span class="conn-info-value mono">${escHtml(data.adobe_account_id || '—')}</span>
+        <span class="conn-info-status"></span>
+      </div>
       <div class="conn-info-row">
         <span class="conn-info-label">Docusign Account ID</span>
         <span class="conn-info-value mono">${escHtml(data.docusign_account_id || '—')}</span>

web/static/js/state.js

@@ -8,6 +8,8 @@ export const state = {
     adobe: false,
     docusign: false,
     adobeLabel: 'Adobe Sign',
+    adobeAccountId: null,
+    adobeAccountName: null,
     docusignLabel: 'Docusign',
     docusignAccountId: null,
     docusignAccountName: null,