feat(ai): gate document, lab and medication extraction on their capabilities

Reading a stored document (suggest, summary, extract, index, chat,
reindex), scanning a lab report and turning medication text into a
schedule now answer under documentAi, labsOcr and medicationExtract. The
operator's master switch and the new reading-documents switch stop the
work and the egress; a module off for the record, a delegate inside
somebody else's record, and a missing receipt refuse with the capability
envelope. Existing no-provider codes keep their status.

The document pick and the labs pick re-check the capability for the
provider they picked, immediately before anything is sent, so a job
enqueued before a switch flipped finds no provider and falls back to the
provider-free text layer. Consent follows the document rule for all
three: any provider that leaves the machine needs an ai_extraction or
ai_full receipt, answered for the provider actually picked.

The fenced Coach chat and attachments answer under coach and documentAi.
Uploads are always stored and indexed; the background summary is only
enqueued while documentAi is open. The capability probes report the
capability beside the provider answer and keep a read offered when only
the receipt is missing. medications/extract keeps its 503 for no provider
and adds ai.provider.none, and its budget refusal gains the
coach.budget.exceeded code.

src/lib/documents/__tests__/fenced-chat-pipeline.test.ts

@@ -2,9 +2,10 @@ import { beforeEach, describe, expect, it, vi } from "vitest";
 
 /**
  * v1.29.x (S7) — the shared fenced turn pipeline (design §3, adversarial tests
- * 12, 14, 16, 17, 18, 19). Pins: per-document egress consent fan-out (ALL clear
- * or refuse, zero egress + no user turn persisted on partial consent), the SINGLE
- * consent-checked provider (no cascade), numeric grounding over the LIVE
+ * 12, 14, 16, 17, 18, 19). Pins: the capability re-check at the wire (the
+ * document pick answers `documentAi`, each extra capability the entry point
+ * names is asked for the same provider; any refusal means zero egress and no
+ * user turn persisted), the SINGLE checked provider (no cascade), numeric grounding over the LIVE
  * attachment UNION, and the owner-scoped context loader (a corrupted/foreign join
  * row yields null → the turn refuses, never foreign text).
  */
@@ -21,8 +22,8 @@ vi.mock("@/lib/documents/content-index", () => ({
 vi.mock("@/lib/documents/provider-order", () => ({
   resolveDocumentTextProvider: vi.fn(),
 }));
-vi.mock("@/lib/ai/consent-guard", () => ({
-  assertDocumentEgressConsent: vi.fn().mockResolvedValue(undefined),
+vi.mock("@/lib/ai/capabilities/egress", () => ({
+  assertAiEgress: vi.fn(),
 }));
 vi.mock("@/lib/ai/coach/budget", () => ({
   buildDateKey: vi.fn(() => "2026-07-16"),
@@ -49,7 +50,8 @@ import {
 } from "../fenced-chat";
 import { loadDocumentChatText } from "@/lib/documents/content-index";
 import { resolveDocumentTextProvider } from "@/lib/documents/provider-order";
-import { assertDocumentEgressConsent } from "@/lib/ai/consent-guard";
+import { assertAiEgress } from "@/lib/ai/capabilities/egress";
+import { AiUnavailableError } from "@/lib/ai/capabilities/refusal";
 import { runStreamingRawCompletionWithFallback } from "@/lib/ai/provider-runner";
 import { appendMessage } from "@/lib/ai/coach/persistence";
 
@@ -90,12 +92,13 @@ const baseArgs = {
   contractLocale: "en" as const,
   locale: "en" as const,
   signal: new AbortController().signal,
+  alsoRequires: [],
 };
 
 beforeEach(() => {
   vi.clearAllMocks();
   vi.mocked(resolveDocumentTextProvider).mockResolvedValue(PICK as never);
-  vi.mocked(assertDocumentEgressConsent).mockResolvedValue(undefined);
+  vi.mocked(assertAiEgress).mockResolvedValue(undefined);
   vi.mocked(appendMessage).mockImplementation(
     async (p) => ({ id: p.role === "assistant" ? "a" : "u", ...p }) as never,
   );
@@ -106,36 +109,67 @@ beforeEach(() => {
   } as never);
 });
 
-describe("streamFencedReply — consent fan-out", () => {
-  it("checks egress consent ONCE PER attached document", async () => {
-    await streamFencedReply({
-      ...baseArgs,
-      docs: [doc("a", "x"), doc("b", "y"), doc("c", "z")],
-    });
-    expect(assertDocumentEgressConsent).toHaveBeenCalledTimes(3);
-    expect(assertDocumentEgressConsent).toHaveBeenCalledWith(
-      expect.objectContaining({
-        userId: "user-1",
-        providerType: "anthropic",
-        surface: "insights",
-      }),
-    );
-  });
-
-  it("refuses (throws) with ZERO egress + no user turn persisted when ANY document's consent fails", async () => {
-    vi.mocked(assertDocumentEgressConsent)
-      .mockResolvedValueOnce(undefined)
-      .mockRejectedValueOnce(new Error("ConsentRequiredError"));
+describe("streamFencedReply — the capability at the wire", () => {
+  it("throws the document pick's refusal with ZERO egress and no user turn persisted", async () => {
+    const refusal = new AiUnavailableError("documentAi", "consent_required");
+    vi.mocked(resolveDocumentTextProvider).mockResolvedValue({
+      chain: [],
+      pick: null,
+      withheld: refusal,
+    } as never);
     await expect(
       streamFencedReply({ ...baseArgs, docs: [doc("a", "x"), doc("b", "y")] }),
-    ).rejects.toThrow();
+    ).rejects.toBe(refusal);
     expect(runStreamingRawCompletionWithFallback).not.toHaveBeenCalled();
     expect(appendMessage).not.toHaveBeenCalled();
   });
+
+  it("asks every extra capability about the picked provider", async () => {
+    await drain(
+      await streamFencedReply({
+        ...baseArgs,
+        alsoRequires: ["coach"],
+        docs: [doc("a", "x"), doc("b", "y")],
+      }),
+    );
+    expect(assertAiEgress).toHaveBeenCalledTimes(1);
+    expect(assertAiEgress).toHaveBeenCalledWith("coach", "user-1", [
+      "anthropic",
+    ]);
+  });
+
+  it("refuses with ZERO egress when an extra capability closed", async () => {
+    vi.mocked(assertAiEgress).mockRejectedValueOnce(
+      new AiUnavailableError("coach", "operator_disabled"),
+    );
+    await expect(
+      streamFencedReply({
+        ...baseArgs,
+        alsoRequires: ["coach"],
+        docs: [doc("a", "x")],
+      }),
+    ).rejects.toBeInstanceOf(AiUnavailableError);
+    expect(runStreamingRawCompletionWithFallback).not.toHaveBeenCalled();
+    expect(appendMessage).not.toHaveBeenCalled();
+  });
+
+  it("keeps a missing provider an SSE frame, not a refusal", async () => {
+    vi.mocked(resolveDocumentTextProvider).mockResolvedValue({
+      chain: [],
+      pick: null,
+      withheld: null,
+    } as never);
+    const events = await drain(
+      await streamFencedReply({ ...baseArgs, docs: [doc("a", "x")] }),
+    );
+    expect(events).toContainEqual(
+      expect.objectContaining({ code: "documents.chat.provider.none" }),
+    );
+  });
 });
 
 describe("streamFencedReply — single provider, no cascade", () => {
-  it("passes exactly the ONE consent-checked provider entry to the runner", async () => {
+  it("passes exactly the ONE checked provider entry to the runner", async () => {
     await drain(
       await streamFencedReply({ ...baseArgs, docs: [doc("a", "x")] }),
     );

src/lib/documents/__tests__/index-document.test.ts

@@ -53,6 +53,7 @@ vi.mock("@/lib/ai/ai-budgets", () => ({
 }));
 
 import { indexDocumentContent } from "../index-document";
+import { AiUnavailableError } from "@/lib/ai/capabilities/refusal";
 import {
   loadOwnedDocument,
   prepareVisionInput,
@@ -259,6 +260,26 @@ describe("indexDocumentContent — local fallback path", () => {
   });
 });
 
+describe("indexDocumentContent — the documentAi capability", () => {
+  it("indexes through the provider-free text layer when the pick was withheld", async () => {
+    // The operator turned document reading off after the upload enqueued this
+    // job: the pick comes back empty with the refusal beside it, no model is
+    // called, and the text layer still makes the document searchable.
+    vi.mocked(resolveDocumentVisionProvider).mockResolvedValue({
+      chain: [],
+      pick: null,
+      withheld: new AiUnavailableError("documentAi", "operator_disabled"),
+    } as never);
+
+    const outcome = await indexDocumentContent("user-1", "doc-1");
+
+    expect(transcribeDocument).not.toHaveBeenCalled();
+    expect(reserveBudget).not.toHaveBeenCalled();
+    expect(localExtractText).toHaveBeenCalledTimes(1);
+    expect(outcome).toMatchObject({ indexed: true });
+  });
+});
+
 describe("indexDocumentContent — fail-closed", () => {
   it("returns not-found for an unknown / non-owned document", async () => {
     vi.mocked(loadOwnedDocument).mockResolvedValue(null as never);

src/lib/documents/__tests__/provider-order.test.ts

@@ -12,13 +12,27 @@ vi.mock("@/lib/labs/ocr-capability", () => ({
   resolveVisionProvider: vi.fn(),
   resolveTextProvider: vi.fn(),
 }));
+vi.mock("@/lib/ai/capabilities/egress", () => ({
+  aiEgressRefusal: vi.fn(),
+}));
+vi.mock("@/lib/ai/capabilities/gate", () => ({
+  getAiCapability: vi.fn(),
+}));
 
 import {
   documentEgressClass,
   reorderChainForDocumentClass,
+  requireDocumentTextProvider,
+  requireDocumentVisionProvider,
+  resolveDocumentAiCapability,
+  resolveDocumentTextProvider,
   resolveDocumentVisionProvider,
 } from "../provider-order";
+import { aiEgressRefusal } from "@/lib/ai/capabilities/egress";
+import { getAiCapability } from "@/lib/ai/capabilities/gate";
+import { AiUnavailableError } from "@/lib/ai/capabilities/refusal";
 import {
+  resolveTextProvider,
   resolveVisionProvider,
   type VisionProviderPick,
 } from "@/lib/labs/ocr-capability";
@@ -103,7 +117,11 @@ describe("documentEgressClass", () => {
 });
 
 describe("resolveDocumentVisionProvider", () => {
-  beforeEach(() => vi.mocked(resolveVisionProvider).mockReset());
+  beforeEach(() => {
+    vi.mocked(resolveVisionProvider).mockReset();
+    vi.mocked(aiEgressRefusal).mockReset();
+    vi.mocked(aiEgressRefusal).mockResolvedValue(null);
+  });
 
   it("invokes the shared resolver with the document reorder that demotes codex", async () => {
     vi.mocked(resolveVisionProvider).mockResolvedValue({
@@ -124,3 +142,152 @@ describe("resolveDocumentVisionProvider", () => {
     ).toEqual(["local", "codex"]);
   });
 });
+
+function visionPick(providerType: string): VisionProviderPick {
+  return {
+    chain: [entry(providerType)],
+    localOcrEnabled: false,
+    pick: {
+      entry: entry(providerType),
+      providerType: providerType as never,
+      pdfSupported: false,
+    },
+  };
+}
+
+describe("the document pick re-checks documentAi at the wire", () => {
+  beforeEach(() => {
+    vi.mocked(resolveVisionProvider).mockReset();
+    vi.mocked(resolveTextProvider).mockReset();
+    vi.mocked(aiEgressRefusal).mockReset();
+    vi.mocked(aiEgressRefusal).mockResolvedValue(null);
+  });
+
+  it("asks about the picked provider, under documentAi", async () => {
+    vi.mocked(resolveVisionProvider).mockResolvedValue(visionPick("openai"));
+    const result = await resolveDocumentVisionProvider("u1");
+    expect(aiEgressRefusal).toHaveBeenCalledWith("documentAi", "u1", [
+      "openai",
+    ]);
+    expect(result.pick?.providerType).toBe("openai");
+    expect(result.withheld).toBeNull();
+  });
+
+  it("withholds the pick when the capability closed after the route answered", async () => {
+    // A job enqueued before the operator turned the switch off: the pick is
+    // resolved, and the wire says no. The caller sees no provider to call.
+    const refusal = new AiUnavailableError("documentAi", "operator_disabled");
+    vi.mocked(resolveVisionProvider).mockResolvedValue(visionPick("local"));
+    vi.mocked(aiEgressRefusal).mockResolvedValue(refusal);
+    const result = await resolveDocumentVisionProvider("u1");
+    expect(result.pick).toBeNull();
+    expect(result.withheld).toBe(refusal);
+  });
+
+  it("withholds a text-mode pick the same way", async () => {
+    const refusal = new AiUnavailableError("documentAi", "consent_required");
+    vi.mocked(resolveTextProvider).mockResolvedValue({
+      chain: [entry("codex")],
+      pick: { entry: entry("codex"), providerType: "codex" },
+    });
+    vi.mocked(aiEgressRefusal).mockResolvedValue(refusal);
+    const result = await resolveDocumentTextProvider("u1");
+    expect(aiEgressRefusal).toHaveBeenCalledWith("documentAi", "u1", ["codex"]);
+    expect(result.pick).toBeNull();
+    expect(result.withheld).toBe(refusal);
+  });
+
+  it("does not ask when nothing was picked", async () => {
+    vi.mocked(resolveVisionProvider).mockResolvedValue({
+      chain: [],
+      localOcrEnabled: false,
+      pick: null,
+    });
+    const result = await resolveDocumentVisionProvider("u1");
+    expect(aiEgressRefusal).not.toHaveBeenCalled();
+    expect(result.withheld).toBeNull();
+  });
+
+  it("the route form throws the refusal", async () => {
+    const refusal = new AiUnavailableError("documentAi", "operator_disabled");
+    vi.mocked(resolveVisionProvider).mockResolvedValue(visionPick("local"));
+    vi.mocked(aiEgressRefusal).mockResolvedValue(refusal);
+    await expect(requireDocumentVisionProvider("u1")).rejects.toBe(refusal);
+  });
+
+  it("the route form refuses a missing provider with the vault's own code", async () => {
+    vi.mocked(resolveTextProvider).mockResolvedValue({ chain: [], pick: null });
+    const error = await requireDocumentTextProvider("u1").catch((e) => e);
+    expect(error).toBeInstanceOf(AiUnavailableError);
+    expect(error.status).toBe(422);
+    expect(error.meta).toEqual({
+      errorCode: "documents.inbound.providerUnsupported",
+      capability: "documentAi",
+      reason: "no_provider",
+    });
+  });
+});
+
+describe("resolveDocumentAiCapability", () => {
+  beforeEach(() => {
+    vi.mocked(resolveVisionProvider).mockReset();
+    vi.mocked(aiEgressRefusal).mockReset();
+    vi.mocked(getAiCapability).mockReset();
+  });
+
+  it("reports the capability beside the provider answer", async () => {
+    vi.mocked(resolveVisionProvider).mockResolvedValue(visionPick("local"));
+    vi.mocked(getAiCapability).mockResolvedValue({
+      available: true,
+      reason: null,
+      onDeviceAllowed: true,
+    });
+    const dto = await resolveDocumentAiCapability("u1");
+    expect(dto).toMatchObject({
+      available: true,
+      mode: "vision",
+      egress: "local",
+      ai: { available: true, reason: null },
+    });
+    // A probe never runs the wire re-check: it sends nothing.
+    expect(aiEgressRefusal).not.toHaveBeenCalled();
+  });
+
+  it("is unavailable when the operator turned document reading off", async () => {
+    vi.mocked(resolveVisionProvider).mockResolvedValue(visionPick("local"));
+    vi.mocked(getAiCapability).mockResolvedValue({
+      available: false,
+      reason: "operator_disabled",
+      onDeviceAllowed: false,
+    });
+    const dto = await resolveDocumentAiCapability("u1");
+    expect(dto).toEqual({
+      available: false,
+      mode: null,
+      reason: null,
+      pdfSupported: false,
+      egress: null,
+      ai: {
+        available: false,
+        reason: "operator_disabled",
+        onDeviceAllowed: false,
+      },
+    });
+  });
+
+  it("stays available when only a consent receipt is missing, so the read can ask for it", async () => {
+    vi.mocked(resolveVisionProvider).mockResolvedValue(visionPick("openai"));
+    vi.mocked(getAiCapability).mockResolvedValue({
+      available: false,
+      reason: "consent_required",
+      onDeviceAllowed: true,
+    });
+    const dto = await resolveDocumentAiCapability("u1");
+    expect(dto).toMatchObject({
+      available: true,
+      mode: "vision",
+      egress: "external",
+      ai: { reason: "consent_required" },
+    });
+  });
+});

src/lib/documents/fenced-chat.ts

@@ -19,9 +19,12 @@
  *   - NO TOOLS, NO SNAPSHOT — one completion per turn.
  *   - PROMPT-INJECTION FENCING — every document fenced as DATA (`fenceDocument`),
  *     per-doc header fields marker-scrubbed (`buildFencedChatSystemPrompt`).
- *   - PER-DOCUMENT EGRESS CONSENT — the single picked provider (no cascade) is
- *     consent-checked once per attached document; ALL must clear or the turn
- *     refuses (403) BEFORE any egress and BEFORE the user turn is persisted.
+ *   - CAPABILITY AT THE WIRE — the single picked provider (no cascade) is
+ *     re-checked against `documentAi` (the operator's switch, the module, the
+ *     sharing grant, and a document consent receipt for a pick that leaves the
+ *     machine) and against every other capability the entry point names (the
+ *     Coach, for a turn inside a Coach conversation). Any refusal is a 403
+ *     BEFORE any egress and BEFORE the user turn is persisted.
  *   - NUMERIC GROUNDING over the LIVE attachment union only — recomputed per turn
  *     from the join rows, never history / snapshot.
  *   - OWNER-SCOPED TEXT LOADER as a second ownership layer — a corrupted/foreign
@@ -33,7 +36,8 @@ import { prisma } from "@/lib/db";
 import { createSseStream } from "@/lib/sse/create-stream";
 
 import { AI_BUDGETS } from "@/lib/ai/ai-budgets";
-import { assertDocumentEgressConsent } from "@/lib/ai/consent-guard";
+import { assertAiEgress } from "@/lib/ai/capabilities/egress";
+import type { AiCapabilityKey } from "@/lib/ai/capabilities/types";
 import {
   AllProvidersFailedError,
   runStreamingRawCompletionWithFallback,
@@ -260,12 +264,19 @@ export interface StreamFencedReplyArgs {
   /** i18n locale for outbound-guard fallbacks. */
   locale: Locale;
   signal: AbortSignal;
+  /**
+   * The capabilities this turn is answered under, beside `documentAi`, which
+   * every fenced turn needs because it reads documents. The Coach's fenced
+   * chat adds `coach`; the vault's single-document chat adds nothing.
+   */
+  alsoRequires: readonly AiCapabilityKey[];
 }
 
 /**
  * Run ONE fenced turn against a resolved conversation and its live documents, and
- * return the SSE response. May throw `ConsentRequiredError` (403, rendered as
- * JSON by the api-handler) BEFORE any egress — the consent fan-out runs first.
+ * return the SSE response. May throw `AiUnavailableError` (403, rendered as
+ * JSON by the api-handler) BEFORE any egress — the capability re-check runs
+ * first.
  */
 export async function streamFencedReply(
   args: StreamFencedReplyArgs,
@@ -274,29 +285,28 @@ export async function streamFencedReply(
     args;
 
   // ── Provider resolution: document order (local-first, codex last), SINGLE
-  // pick, NO cascade — so the exact egress equals the consent-checked target. ──
-  const { pick } = await resolveDocumentTextProvider(userId);
+  // pick, NO cascade — so the exact egress equals the checked target. The pick
+  // re-checks `documentAi` for that provider, consent receipt included; a
+  // refusal is thrown (403) before any egress. ──
+  const { pick, withheld } = await resolveDocumentTextProvider(userId);
+  if (withheld) throw withheld;
   if (!pick) {
     annotate({ action: { name: "documents.chat.noProvider" } });
     return streamFencedError("documents.chat.provider.none");
   }
 
-  // ── Per-document egress consent fan-out. Structured as a loop over the live
-  // attachments (annotated per doc id) so a future per-document consent
-  // dimension slots into this seam. ALL must clear or the first throws
-  // ConsentRequiredError (403) — zero egress on partial consent, BEFORE budget
-  // and BEFORE the user turn is persisted. ──
-  for (const doc of docs) {
-    annotate({
-      action: { name: "documents.chat.consent_check" },
-      meta: { documentId: doc.documentId, provider: pick.providerType },
-    });
-    await assertDocumentEgressConsent({
-      userId,
-      providerType: pick.providerType,
-      surface: "insights",
-    });
+  // ── Every other capability the entry point answers under, for the same
+  // provider, BEFORE budget and BEFORE the user turn is persisted. ──
+  for (const key of args.alsoRequires) {
+    await assertAiEgress(key, userId, [pick.providerType]);
   }
+  annotate({
+    action: { name: "documents.chat.consent_check" },
+    meta: {
+      documentIds: docs.map((doc) => doc.documentId),
+      provider: pick.providerType,
+    },
+  });
 
   // Persist the user's turn first so it's on disk regardless of the outcome.
   await appendMessage({ conversationId, role: "user", content: message });

src/lib/documents/index-document.ts

@@ -3,8 +3,13 @@
  * both the per-document auto-index-on-upload job and the corpus backfill.
  *
  * Provider resolution follows the DOCUMENT order (local-first, codex last —
- * `resolveDocumentVisionProvider`), NOT the cost-first app-wide chain, and the
- * external egress is governed by the per-user `documentsAutoAiRead` opt-in:
+ * `resolveDocumentVisionProvider`), NOT the cost-first app-wide chain. That
+ * pick re-checks the `documentAi` capability for the provider it picked: with
+ * the operator's switch off, the module off, or (for a pick that leaves the
+ * machine) no extraction consent receipt, there is no pick and the tree goes
+ * straight to the provider-free text-layer path below, so search keeps working
+ * with AI off. The external egress is further governed by the per-user
+ * `documentsAutoAiRead` opt-in:
  *
  *   1. LOCAL PROVIDER (a self-hosted vision model) — never egresses, so it runs
  *      whenever it is the document-order pick, toggle-independent.
@@ -149,7 +154,15 @@ export interface ResolvedIndexProvider {
 export async function resolveIndexProvider(
   userId: string,
 ): Promise<ResolvedIndexProvider> {
-  const { chain, pick } = await resolveDocumentVisionProvider(userId);
+  // A pick the `documentAi` capability refused comes back null, which lands on
+  // the local text-layer path exactly like having no provider at all.
+  const { chain, pick, withheld } = await resolveDocumentVisionProvider(userId);
+  if (withheld) {
+    annotate({
+      action: { name: "documents.contentIndex.providerWithheld" },
+      meta: { reason: withheld.reason },
+    });
+  }
   let consentOk = false;
   if (pick) {
     if (!isExternalDocumentEgress(pick.providerType)) {

src/lib/documents/provider-order.ts

@@ -19,12 +19,28 @@
  *   consented opt-in.
  *
  * The reorder only decides WHICH configured provider is preferred; it never
- * invents a provider. Egress consent (`assertDocumentEgressConsent`) and the
- * per-egress vendor-blind UI notice sit on top of this order — the reorder
- * keeps codex from being the silent default, the consent gate keeps any
- * external egress from happening without an active receipt.
+ * invents a provider. The per-egress vendor-blind UI notice sits on top of
+ * this order — the reorder keeps codex from being the silent default.
+ *
+ * The pick is also the document class's wire: every read of a stored document
+ * resolves its provider here, the vault routes and the background jobs alike,
+ * so this is where the `documentAi` capability is asked again, about the
+ * provider actually picked, immediately before anything is sent. A switch the
+ * operator turned off after a job was enqueued stops the job here, and an
+ * external pick without an extraction consent receipt never reaches its
+ * provider. The document class is the `documentAi` capability; there is no
+ * other key a caller could pass, so the check is built in rather than taken
+ * as an argument.
  */
 import { isExternalDocumentEgress } from "@/lib/ai/consent-guard";
+import { aiEgressRefusal } from "@/lib/ai/capabilities/egress";
+import { getAiCapability } from "@/lib/ai/capabilities/gate";
+import { PICK_DECIDED_REASONS } from "@/lib/ai/capabilities/types";
+import {
+  AiUnavailableError,
+  type NoProviderRefusal,
+} from "@/lib/ai/capabilities/refusal";
+import type { ProviderChainResolved } from "@/lib/ai/provider-runner";
 import { documentProviderRank } from "@/lib/documents/provider-rank";
 import { RASTERIZATION_AVAILABLE } from "@/lib/documents/rasterize-pdf";
 import {
@@ -38,6 +54,15 @@ import type {
   DocumentEgressClass,
 } from "@/lib/validations/inbound-documents";
 
+/**
+ * How the vault refuses a read with no provider that can serve it. The code
+ * predates the capability envelope and a client already branches on it.
+ */
+export const DOCUMENT_NO_PROVIDER: NoProviderRefusal = {
+  errorCode: "documents.inbound.providerUnsupported",
+  status: 422,
+};
+
 /**
  * Reorder a resolved chain for the document class: stable sort by
  * `documentProviderRank`, so within a rank tier the user's own chain order is
@@ -53,27 +78,92 @@ export const reorderChainForDocumentClass: ChainReorder = (chain) => {
 };
 
 /**
- * Resolve the vision provider for a DOCUMENT read — local-first, codex last.
- * Same shape as `resolveVisionProvider`; the returned `chain` is already in
- * document order and the `pick` is the first vision-capable entry in it.
+ * A document pick after the wire re-check. `pick` is null when nothing can
+ * serve the read OR when the capability refused it; `withheld` says which.
+ * A job reads `pick` and skips; a route throws `withheld` so the person sees
+ * the real reason.
  */
-export function resolveDocumentVisionProvider(
+export type DocumentProviderPick<T> = T & {
+  withheld: AiUnavailableError | null;
+};
+
+async function atTheWire<T extends { pick: { providerType: string } | null }>(
   userId: string,
-): Promise<VisionProviderPick> {
-  return resolveVisionProvider(userId, {
-    reorder: reorderChainForDocumentClass,
-  });
+  resolved: T,
+): Promise<DocumentProviderPick<T>> {
+  if (!resolved.pick) return { ...resolved, withheld: null };
+  const withheld = await aiEgressRefusal("documentAi", userId, [
+    resolved.pick.providerType,
+  ]);
+  return withheld
+    ? { ...resolved, pick: null, withheld }
+    : { ...resolved, withheld: null };
 }
 
 /**
- * Resolve the text-mode (browser-OCR) structuring provider for a DOCUMENT —
- * local-first, codex last. The `pick` is the first entry of the reordered
- * chain.
+ * Resolve the vision provider for a DOCUMENT read — local-first, codex last.
+ * Same shape as `resolveVisionProvider`; the returned `chain` is already in
+ * document order and the `pick` is the first vision-capable entry in it, or
+ * null when `documentAi` refuses the wire.
  */
-export function resolveDocumentTextProvider(userId: string) {
-  return resolveTextProvider(userId, {
-    reorder: reorderChainForDocumentClass,
-  });
+export async function resolveDocumentVisionProvider(
+  userId: string,
+): Promise<DocumentProviderPick<VisionProviderPick>> {
+  return atTheWire(
+    userId,
+    await resolveVisionProvider(userId, {
+      reorder: reorderChainForDocumentClass,
+    }),
+  );
+}
+
+/**
+ * Resolve the text-mode structuring provider for a DOCUMENT — local-first,
+ * codex last. The `pick` is the first entry of the reordered chain, or null
+ * when `documentAi` refuses the wire.
+ */
+export async function resolveDocumentTextProvider(userId: string): Promise<
+  DocumentProviderPick<{
+    chain: ProviderChainResolved[];
+    pick: { entry: ProviderChainResolved; providerType: string } | null;
+  }>
+> {
+  return atTheWire(
+    userId,
+    await resolveTextProvider(userId, {
+      reorder: reorderChainForDocumentClass,
+    }),
+  );
+}
+
+function required<T>(result: {
+  pick: T | null;
+  withheld: AiUnavailableError | null;
+}): T {
+  if (result.withheld) throw result.withheld;
+  if (!result.pick) {
+    throw new AiUnavailableError(
+      "documentAi",
+      "no_provider",
+      null,
+      DOCUMENT_NO_PROVIDER,
+    );
+  }
+  return result.pick;
+}
+
+/**
+ * The route form of {@link resolveDocumentVisionProvider}: the pick, or the
+ * refusal thrown for `apiHandler` to render (`documents.inbound.providerUnsupported`
+ * when nothing can read the document, the capability envelope otherwise).
+ */
+export async function requireDocumentVisionProvider(userId: string) {
+  return required(await resolveDocumentVisionProvider(userId));
+}
+
+/** The route form of {@link resolveDocumentTextProvider}. */
+export async function requireDocumentTextProvider(userId: string) {
+  return required(await resolveDocumentTextProvider(userId));
 }
 
 /**
@@ -89,12 +179,31 @@ export function documentEgressClass(providerType: string): DocumentEgressClass {
  * Resolve the document AI capability for the vault UI. The `mode` /
  * `pdfSupported` / `egress` reflect the DOCUMENT provider order (local-first),
  * so the affordance the UI offers matches exactly what the document routes do.
+ *
+ * `ai` is the `documentAi` capability for the request's record. A read the
+ * operator, the record's modules or the sharing grant close is not offered
+ * (`available: false`, no mode). A missing consent receipt keeps the read
+ * offered: the read itself is where the person is asked for the receipt, and
+ * hiding the button would leave them no way to give it.
  */
 export async function resolveDocumentAiCapability(
   userId: string,
 ): Promise<DocumentAiCapabilityDto> {
-  const { chain, pick, localOcrEnabled } =
-    await resolveDocumentVisionProvider(userId);
+  const [{ chain, pick, localOcrEnabled }, ai] = await Promise.all([
+    resolveVisionProvider(userId, { reorder: reorderChainForDocumentClass }),
+    getAiCapability("documentAi"),
+  ]);
+
+  if (ai.reason !== null && !PICK_DECIDED_REASONS.has(ai.reason)) {
+    return {
+      available: false,
+      mode: null,
+      reason: null,
+      pdfSupported: false,
+      egress: null,
+      ai,
+    };
+  }
 
   // A vision-capable provider is available — the read runs directly over the
   // stored original. Egress follows the picked provider. PDFs are readable
@@ -108,6 +217,7 @@ export async function resolveDocumentAiCapability(
       reason: null,
       pdfSupported: pick.pdfSupported || RASTERIZATION_AVAILABLE,
       egress: documentEgressClass(pick.providerType),
+      ai,
     };
   }
 
@@ -119,6 +229,7 @@ export async function resolveDocumentAiCapability(
       reason: "no-provider",
       pdfSupported: false,
       egress: null,
+      ai,
     };
   }
 
@@ -131,6 +242,7 @@ export async function resolveDocumentAiCapability(
       reason: null,
       pdfSupported: false,
       egress: documentEgressClass(chain[0]!.providerType),
+      ai,
     };
   }
 
@@ -141,5 +253,6 @@ export async function resolveDocumentAiCapability(
     reason: "enable-local-ocr",
     pdfSupported: false,
     egress: null,
+    ai,
   };
 }

src/lib/feature-flags/__tests__/no-dead-assistant-flag.test.ts

@@ -31,9 +31,10 @@
  *      matcher that stopped matching cannot agree with an empty world.
  *
  * Mutation checks: adding `await requireAssistantSurface("coach")` to any
- * route outside the frozen list turns guard 3 red by file name; removing the
- * `documentAi` entry from `AWAITING_READER` turns guard 2 red; putting
- * `assistantCorrelationsEnabled` back on the schema turns guard 1 red.
+ * route outside the frozen list turns guard 3 red by file name; deleting the
+ * `requireAiCapability("documentAi"` calls from the document routes (the only
+ * reader of that switch's capabilities in the route tree) turns guard 2 red;
+ * putting `assistantCorrelationsEnabled` back on the schema turns guard 1 red.
  */
 import { readdirSync, readFileSync, statSync } from "node:fs";
 import path from "node:path";
@@ -99,13 +100,7 @@ const PLUMBING = [
  * Switches with no reader yet, and why that is correct for now. An entry is
  * a claim with an expiry: the test below fails as soon as a reader appears.
  */
-const AWAITING_READER: Record<string, string> = {
-  documentAi:
-    "The capabilities it covers (documentAi, labsOcr, medicationExtract) are " +
-    "resolved and published, but the document, lab-scan and medication " +
-    "extraction routes move onto requireAiCapability in the same release; " +
-    "until then the master switch is what stops them.",
-};
+const AWAITING_READER: Record<string, string> = {};
 
 /**
  * Every file that still calls the retired gate. Only ever shrinks.
@@ -132,7 +127,6 @@ const RETIRED_GATE_CALLERS = [
   "src/app/api/insights/pregenerate/route.ts",
   "src/app/api/insights/pulse-status/route.ts",
   "src/app/api/insights/weight-status/route.ts",
-  "src/app/api/medications/extract/route.ts",
   "src/app/coach/page.tsx",
 ];
 

src/lib/labs/__tests__/ocr-capability.test.ts

@@ -0,0 +1,163 @@
+/**
+ * The labs scan's wire and its probe.
+ *
+ * `requireLabsOcrProvider` is where a lab report meets a provider: it picks
+ * the provider for the scan mode and asks the `labsOcr` capability again about
+ * exactly that provider. `resolveOcrCapability` is the probe the Labs page
+ * reads to decide whether to offer a scan at all.
+ */
+import { beforeEach, describe, expect, it, vi } from "vitest";
+
+vi.mock("@/lib/db", () => ({
+  prisma: {
+    user: { findUnique: vi.fn() },
+    appSettings: { findUnique: vi.fn() },
+  },
+}));
+vi.mock("@/lib/ai/provider", () => ({
+  resolveProviderChain: vi.fn(),
+  resolveProvider: vi.fn(),
+}));
+vi.mock("@/lib/ai/codex-client", () => ({
+  resolveCodexVisionSlug: vi.fn(() => "gpt-5"),
+}));
+vi.mock("@/lib/ai/capabilities/egress", () => ({
+  aiEgressRefusal: vi.fn(),
+}));
+vi.mock("@/lib/ai/capabilities/gate", () => ({
+  getAiCapability: vi.fn(),
+}));
+vi.mock("@/lib/logging/context", () => ({ annotate: vi.fn() }));
+vi.mock("@/lib/documents/rasterize-pdf", () => ({
+  RASTERIZATION_AVAILABLE: true,
+}));
+
+import { prisma } from "@/lib/db";
+import { resolveProvider, resolveProviderChain } from "@/lib/ai/provider";
+import { aiEgressRefusal } from "@/lib/ai/capabilities/egress";
+import { getAiCapability } from "@/lib/ai/capabilities/gate";
+import { AiUnavailableError } from "@/lib/ai/capabilities/refusal";
+
+import {
+  requireLabsOcrProvider,
+  resolveOcrCapability,
+} from "../ocr-capability";
+
+function entry(providerType: string) {
+  return { providerType, instance: { type: providerType } } as never;
+}
+
+beforeEach(() => {
+  vi.clearAllMocks();
+  vi.mocked(prisma.user.findUnique).mockResolvedValue({
+    aiModel: "claude-sonnet-4-5",
+    labsLocalOcrEnabled: true,
+  } as never);
+  vi.mocked(prisma.appSettings.findUnique).mockResolvedValue({
+    adminAiModel: null,
+  } as never);
+  vi.mocked(resolveProvider).mockResolvedValue({ type: "none" } as never);
+  vi.mocked(aiEgressRefusal).mockResolvedValue(null);
+  vi.mocked(getAiCapability).mockResolvedValue({
+    available: true,
+    reason: null,
+    onDeviceAllowed: true,
+  });
+});
+
+describe("requireLabsOcrProvider", () => {
+  it("re-checks labsOcr for the vision pick", async () => {
+    vi.mocked(resolveProviderChain).mockResolvedValue([entry("anthropic")]);
+    const pick = await requireLabsOcrProvider("u1", "vision");
+    expect(pick.providerType).toBe("anthropic");
+    expect(aiEgressRefusal).toHaveBeenCalledWith("labsOcr", "u1", [
+      "anthropic",
+    ]);
+  });
+
+  it("re-checks labsOcr for the text-mode chain head, not the first vision entry", async () => {
+    vi.mocked(resolveProviderChain).mockResolvedValue([
+      entry("codex"),
+      entry("local"),
+    ]);
+    const pick = await requireLabsOcrProvider("u1", "text");
+    expect(pick.providerType).toBe("codex");
+    expect(aiEgressRefusal).toHaveBeenCalledWith("labsOcr", "u1", ["codex"]);
+  });
+
+  it("throws the wire's refusal and hands back no provider", async () => {
+    vi.mocked(resolveProviderChain).mockResolvedValue([entry("anthropic")]);
+    const refusal = new AiUnavailableError("labsOcr", "operator_disabled");
+    vi.mocked(aiEgressRefusal).mockResolvedValue(refusal);
+    await expect(requireLabsOcrProvider("u1", "vision")).rejects.toBe(refusal);
+  });
+
+  it("keeps the scan's own code when nothing can read the report", async () => {
+    vi.mocked(resolveProviderChain).mockResolvedValue([]);
+    const error = await requireLabsOcrProvider("u1", "vision").catch((e) => e);
+    expect(error).toBeInstanceOf(AiUnavailableError);
+    expect(error.status).toBe(422);
+    expect(error.meta).toEqual({
+      errorCode: "labs.ocr.providerUnsupported",
+      capability: "labsOcr",
+      reason: "no_provider",
+    });
+    expect(aiEgressRefusal).not.toHaveBeenCalled();
+  });
+});
+
+describe("resolveOcrCapability", () => {
+  it("offers the scan and reports the capability beside it", async () => {
+    vi.mocked(resolveProviderChain).mockResolvedValue([entry("anthropic")]);
+    const dto = await resolveOcrCapability("u1");
+    expect(dto).toMatchObject({
+      available: true,
+      mode: "vision",
+      ai: { available: true },
+    });
+    expect(getAiCapability).toHaveBeenCalledWith("labsOcr");
+  });
+
+  it("offers nothing when the operator turned document reading off", async () => {
+    vi.mocked(resolveProviderChain).mockResolvedValue([entry("anthropic")]);
+    vi.mocked(getAiCapability).mockResolvedValue({
+      available: false,
+      reason: "operator_disabled",
+      onDeviceAllowed: false,
+    });
+    await expect(resolveOcrCapability("u1")).resolves.toEqual({
+      available: false,
+      mode: null,
+      reason: null,
+      pdfSupported: false,
+      ai: {
+        available: false,
+        reason: "operator_disabled",
+        onDeviceAllowed: false,
+      },
+    });
+  });
+
+  it("offers nothing with the labs module off", async () => {
+    vi.mocked(resolveProviderChain).mockResolvedValue([entry("anthropic")]);
+    vi.mocked(getAiCapability).mockResolvedValue({
+      available: false,
+      reason: "module_disabled",
+      onDeviceAllowed: false,
+    });
+    const dto = await resolveOcrCapability("u1");
+    expect(dto.available).toBe(false);
+    expect(dto.mode).toBeNull();
+  });
+
+  it("keeps the scan offered when only a consent receipt is missing", async () => {
+    vi.mocked(resolveProviderChain).mockResolvedValue([entry("anthropic")]);
+    vi.mocked(getAiCapability).mockResolvedValue({
+      available: false,
+      reason: "consent_required",
+      onDeviceAllowed: true,
+    });
+    const dto = await resolveOcrCapability("u1");
+    expect(dto).toMatchObject({ available: true, mode: "vision" });
+  });
+});

src/lib/labs/ocr-capability.ts

@@ -9,11 +9,19 @@
  * one place) and pair each surviving entry with the model that drives its
  * vision allowlist.
  */
+import { aiEgressRefusal } from "@/lib/ai/capabilities/egress";
+import { getAiCapability } from "@/lib/ai/capabilities/gate";
+import {
+  AiUnavailableError,
+  type NoProviderRefusal,
+} from "@/lib/ai/capabilities/refusal";
+import { PICK_DECIDED_REASONS } from "@/lib/ai/capabilities/types";
 import type { ProviderChainResolved } from "@/lib/ai/provider-runner";
 import { resolveProvider, resolveProviderChain } from "@/lib/ai/provider";
 import { resolveCodexVisionSlug } from "@/lib/ai/codex-client";
 import { RASTERIZATION_AVAILABLE } from "@/lib/documents/rasterize-pdf";
 import { prisma } from "@/lib/db";
+import { annotate } from "@/lib/logging/context";
 import {
   supportsPdfForProvider,
   supportsVisionForConfig,
@@ -167,20 +175,91 @@ export async function resolveTextProvider(
   };
 }
 
+/**
+ * How a lab scan refuses with no provider that can serve it. The code predates
+ * the capability envelope and a client already branches on it.
+ */
+export const LABS_OCR_NO_PROVIDER: NoProviderRefusal = {
+  errorCode: "labs.ocr.providerUnsupported",
+  status: 422,
+};
+
+/**
+ * The labs scan's wire. Resolve the provider for one scan mode and ask the
+ * `labsOcr` capability again about exactly that provider, immediately before
+ * the report is sent: the operator's switch, the labs module, the sharing
+ * grant, and a document-class consent receipt for any pick that leaves the
+ * machine (a lab report is a document). Throws the refusal for `apiHandler`
+ * to render; a missing provider keeps its `labs.ocr.providerUnsupported` code.
+ *
+ * Vision mode picks the first vision-capable entry in chain order; text mode
+ * (the person's in-browser OCR) takes the chain head, which is why the pick,
+ * not the published capability, answers the consent question.
+ */
+export async function requireLabsOcrProvider(
+  userId: string,
+  mode: "vision",
+): Promise<NonNullable<VisionProviderPick["pick"]>>;
+export async function requireLabsOcrProvider(
+  userId: string,
+  mode: "text",
+): Promise<{ entry: ProviderChainResolved; providerType: string }>;
+export async function requireLabsOcrProvider(
+  userId: string,
+  mode: "vision" | "text",
+) {
+  const { chain, pick } =
+    mode === "vision"
+      ? await resolveVisionProvider(userId)
+      : await resolveTextProvider(userId);
+  if (!pick) {
+    annotate({
+      action: { name: "labs.ocr.providerUnsupported" },
+      meta: {
+        chainLength: chain.length,
+        ...(mode === "text" ? { mode } : {}),
+      },
+    });
+    throw new AiUnavailableError(
+      "labsOcr",
+      "no_provider",
+      null,
+      LABS_OCR_NO_PROVIDER,
+    );
+  }
+  const refusal = await aiEgressRefusal("labsOcr", userId, [pick.providerType]);
+  if (refusal) throw refusal;
+  return pick;
+}
+
 /**
  * The cheap capability DTO for the probe endpoint: whether scanning is
  * available + why not + whether PDFs are accepted. Built from the same
  * resolution the extract route uses, so the UI never shows an entry the
  * extract route would 422.
+ *
+ * `ai` is the `labsOcr` capability for the request's record. A scan the
+ * operator, the labs module or the sharing grant close is not offered
+ * (`available: false`, no mode). A missing consent receipt keeps the scan
+ * offered: the scan is where the person is asked for the receipt.
  */
 export async function resolveOcrCapability(
   userId: string,
-  options?: ResolveProviderOptions,
 ): Promise<OcrCapabilityDto> {
-  const { chain, pick, localOcrEnabled } = await resolveVisionProvider(
-    userId,
-    options,
-  );
+  const [{ chain, pick, localOcrEnabled }, ai] = await Promise.all([
+    resolveVisionProvider(userId),
+    getAiCapability("labsOcr"),
+  ]);
+
+  if (ai.reason !== null && !PICK_DECIDED_REASONS.has(ai.reason)) {
+    return {
+      available: false,
+      mode: null,
+      reason: null,
+      pdfSupported: false,
+      ai,
+    };
+  }
 
   // Prefer the native vision path whenever it is available — it is more
   // accurate and the client does not download the OCR WASM. PDFs are readable
@@ -195,6 +274,7 @@ export async function resolveOcrCapability(
       mode: "vision",
       reason: null,
       pdfSupported: pick.pdfSupported || RASTERIZATION_AVAILABLE,
+      ai,
     };
   }
 
@@ -206,6 +286,7 @@ export async function resolveOcrCapability(
       mode: null,
       reason: "no-provider",
       pdfSupported: false,
+      ai,
     };
   }
 
@@ -219,6 +300,7 @@ export async function resolveOcrCapability(
       mode: "text",
       reason: null,
       pdfSupported: false,
+      ai,
     };
   }
 
@@ -229,5 +311,6 @@ export async function resolveOcrCapability(
     mode: null,
     reason: "enable-local-ocr",
     pdfSupported: false,
+    ai,
   };
 }

src/lib/validations/inbound-documents.ts

@@ -26,6 +26,8 @@
  */
 import { z } from "zod/v4";
 
+import type { AiCapabilityState } from "@/lib/ai/capabilities/types";
+
 /** Max facts a single document may stage / confirm. A dense letter is ~40. */
 export const INBOUND_MAX_FACTS = 120;
 
@@ -840,6 +842,12 @@ export interface DocumentAiCapabilityDto {
    *   - null:       no read is available (see `reason`).
    */
   egress: DocumentEgressClass | null;
+  /**
+   * The `documentAi` capability for this record. When it is closed by
+   * anything other than a missing provider or a missing consent receipt,
+   * `available` is false with a null `reason`, and this says why.
+   */
+  ai: AiCapabilityState;
 }
 
 // ─── AI assist / summary / index (Document vault P2) ────────────────────────

src/lib/validations/labs-ocr.ts

@@ -16,6 +16,7 @@
  * The DTO types the routes return + the UI consumes are derived here so the
  * three layers agree on one shape.
  */
+import type { AiCapabilityState } from "@/lib/ai/capabilities/types";
 import { z } from "zod/v4";
 
 import type { WrittenOutcome } from "@/lib/outcome/written-outcome";
@@ -258,6 +259,12 @@ export interface OcrCapabilityDto {
   reason: "no-provider" | "enable-local-ocr" | null;
   /** Whether PDF uploads are accepted (Anthropic vision provider only). */
   pdfSupported: boolean;
+  /**
+   * The `labsOcr` capability for this record. When it is closed by anything
+   * other than a missing provider or a missing consent receipt, `available`
+   * is false with a null `reason`, and this says why.
+   */
+  ai: AiCapabilityState;
 }
 
 /**