Merge wave D — the shared provider is offered only when it is known to work

The done screen's assistant panel stops claiming that the instance's
provider already serves the person. A tri-state read over the operator's
own provider ledger decides between a one-tap offer that mints the
consent receipt, a plain "not answering right now" note, and today's
setup link; anything unknown, any read error, a managed profile and an
operator who has switched the assistant off all fall to no offer.

# Conflicts:
#	e2e/setup/global-setup.ts

e2e/setup/ai-offer-fixture.ts

@@ -0,0 +1,132 @@
+/**
+ * v1.38.19 (wave D) — the instance state the shared-provider offer reads.
+ *
+ * Two rows decide what the setup flow's last screen may say, and neither has
+ * a product endpoint that writes them the way this journey needs:
+ *
+ *   `app_settings.admin_ai_key_encrypted` — presence alone makes the operator
+ *   the origin that would serve a user with no provider of their own
+ *   (`managedBy: "server"`). Nothing decrypts it on this path, so the value
+ *   below is a placeholder ciphertext and not a credential of any kind.
+ *
+ *   `provider_health` — the ledger the tri-state folds. It is written only as
+ *   a side effect of a real completion, which this suite must never make, so
+ *   the journey states the outcome it wants to reason about instead.
+ *
+ * Both are INSTANCE-wide by nature: the projection deliberately folds across
+ * accounts, because a fresh account's own ledger is empty by construction.
+ * That is why the spec runs serially and puts both back afterwards.
+ *
+ * Seeded through `pg`, the same transport `global-setup.ts` and the other
+ * fixtures use.
+ */
+import pg from "pg";
+
+/** Not a key. Presence is the only thing read on this path. */
+const PLACEHOLDER_ADMIN_KEY = "e2e-admin-key-presence-only";
+
+function connect(): pg.Pool {
+  const url = process.env.DATABASE_URL;
+  if (!url) {
+    throw new Error("[ai-offer-fixture] DATABASE_URL is not set");
+  }
+  return new pg.Pool({ connectionString: url });
+}
+
+async function userId(pool: pg.Pool, username: string): Promise<string> {
+  const { rows } = await pool.query<{ id: string }>(
+    `SELECT id FROM users WHERE username = $1`,
+    [username],
+  );
+  const id = rows[0]?.id;
+  if (!id) throw new Error(`[ai-offer-fixture] no account named ${username}`);
+  return id;
+}
+
+/** The operator has configured a shared provider on this instance. */
+export async function seedOperatorProvider(): Promise<void> {
+  const pool = connect();
+  try {
+    await pool.query(
+      `INSERT INTO app_settings (id, admin_ai_key_encrypted)
+       VALUES ('singleton', $1)
+       ON CONFLICT (id) DO UPDATE SET admin_ai_key_encrypted = EXCLUDED.admin_ai_key_encrypted`,
+      [PLACEHOLDER_ADMIN_KEY],
+    );
+  } finally {
+    await pool.end();
+  }
+}
+
+/** Put the instance back: no operator key, no ledger rows for either tag. */
+export async function clearOperatorProvider(): Promise<void> {
+  const pool = connect();
+  try {
+    await pool.query(
+      `UPDATE app_settings SET admin_ai_key_encrypted = NULL WHERE id = 'singleton'`,
+    );
+    await pool.query(
+      `DELETE FROM provider_health
+        WHERE provider_type IN ('admin-openai', 'admin-codex')`,
+    );
+  } finally {
+    await pool.end();
+  }
+}
+
+/**
+ * State one outcome for the operator's OpenAI provider.
+ *
+ *   `ok`          — it served somebody `okMinutesAgo` minutes ago.
+ *   `auth_failed` — its credential is dead and benched for another hour,
+ *                   which is the shape the operator's own instance was in on
+ *                   2026-09-11 (a 500 from the OAuth proxy, then a 401).
+ */
+export async function seedSharedProviderResult(
+  username: string,
+  outcome: { result: "ok"; okMinutesAgo: number } | { result: "auth_failed" },
+): Promise<void> {
+  const pool = connect();
+  try {
+    const id = await userId(pool, username);
+    await pool.query(
+      `DELETE FROM provider_health
+        WHERE provider_type IN ('admin-openai', 'admin-codex')`,
+    );
+    if (outcome.result === "ok") {
+      await pool.query(
+        `INSERT INTO provider_health
+           (id, user_id, provider_type, last_result, consecutive_failures,
+            last_ok_at, updated_at)
+         VALUES ($1, $2, 'admin-openai', 'ok', 0,
+                 NOW() - ($3 || ' minutes')::interval, NOW())`,
+        [`e2e-ph-${id}`, id, String(outcome.okMinutesAgo)],
+      );
+    } else {
+      await pool.query(
+        `INSERT INTO provider_health
+           (id, user_id, provider_type, last_result, last_status,
+            consecutive_failures, last_failure_at, next_retry_at, updated_at)
+         VALUES ($1, $2, 'admin-openai', 'auth_failed', 401, 1,
+                 NOW(), NOW() + interval '1 hour', NOW())`,
+        [`e2e-ph-${id}`, id],
+      );
+    }
+  } finally {
+    await pool.end();
+  }
+}
+
+/** No receipt on file — the state a fresh account reaches the screen in. */
+export async function clearAiConsent(username: string): Promise<void> {
+  const pool = connect();
+  try {
+    const id = await userId(pool, username);
+    await pool.query(`DELETE FROM consent_receipts WHERE user_id = $1`, [id]);
+    await pool.query(`DELETE FROM rate_limits WHERE key = 'consent:' || $1`, [
+      id,
+    ]);
+  } finally {
+    await pool.end();
+  }
+}

e2e/setup/global-setup.ts

@@ -502,6 +502,21 @@ export const E2E_SETUP_LOCALE = {
   role: "USER",
 } as const;
 
+/**
+ * v1.38.19 (wave D) — the shared-provider offer's own account.
+ *
+ * Its journey seeds INSTANCE-wide state (the operator key's presence and the
+ * provider-health ledger the tri-state folds) and mints a consent receipt on
+ * the account, so it cannot share one with a journey that asserts a module
+ * map or a tile order.
+ */
+export const E2E_SETUP_AI_OFFER = {
+  email: "e2e-setup-ai-offer@healthlog.test",
+  username: "e2e-setup-ai-offer",
+  password: "Ao6!Zd3fB9qMv2Rk",
+  role: "USER",
+} as const;
+
 export const SETUP_BP_STORAGE_STATE_PATH = resolve(
   process.cwd(),
   "e2e/setup/storageStateSetupBp.json",
@@ -530,6 +545,10 @@ export const SETUP_LOCALE_STORAGE_STATE_PATH = resolve(
   process.cwd(),
   "e2e/setup/storageStateSetupLocale.json",
 );
+export const SETUP_AI_OFFER_STORAGE_STATE_PATH = resolve(
+  process.cwd(),
+  "e2e/setup/storageStateSetupAiOffer.json",
+);
 
 const SETUP_FLOW_ACCOUNTS = [
   E2E_SETUP_BP,
@@ -538,6 +557,7 @@ const SETUP_FLOW_ACCOUNTS = [
   E2E_SETUP_CHILD,
   E2E_SETUP_A11Y,
   E2E_SETUP_LOCALE,
+  E2E_SETUP_AI_OFFER,
   E2E_SETUP_CONNECT,
 ] as const;
 
@@ -1282,6 +1302,7 @@ export default async function globalSetup(config: FullConfig): Promise<void> {
     await capture(E2E_SETUP_A11Y, SETUP_A11Y_STORAGE_STATE_PATH);
     await capture(E2E_SETUP_LOCALE, SETUP_LOCALE_STORAGE_STATE_PATH);
     await capture(E2E_SETUP_CONNECT, SETUP_CONNECT_STORAGE_STATE_PATH);
+    await capture(E2E_SETUP_AI_OFFER, SETUP_AI_OFFER_STORAGE_STATE_PATH);
     await capture(E2E_SETUP_CHILD, SETUP_CHILD_STORAGE_STATE_PATH);
     await pool.query(
       `UPDATE users SET totp_confirmed_at = $2 WHERE username = $1`,