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.
Introduce an operator-level ChatGPT-subscription (Codex) credential that the
operator connects once and shares server-wide, plus a per-user switch to route
AI egress through it.
- Schema (migration 0235): three encrypted columns on AppSettings for the
operator's central Codex access/refresh tokens and the ChatGPT-Account-ID
claim, plus expiry/connected-at/status; a per-user useCentralCodex flag
(default false). Register the new encrypted columns in the rotation registry
and script.
- Resolution: add the admin-codex chain type; append it to a user's resolved
chain only when they opted in AND the operator connected it. Tokens refresh
server-side against the singleton row (CAS-style), same primitives as the
per-user Codex path.
- Budget: bill an admin-codex primary against the operator cost cap, not the
user plan — it drains the operator's account.
- Consent: admin-codex is server-managed external egress, gated by the existing
consent machinery (self-snapshot and document surfaces alike). No existing
consent path is weakened.
- Document order: rank admin-codex with the subscription tier (last), so the
document class stays local-first.
- UI: admin device-code connect/disconnect card (cookie-only admin routes) with
honest copy on account pooling, shared rate limits, and training-by-default;
a per-user opt-in switch shown only once the operator has connected it, off by
default, behind a one-time honesty confirm.
- i18n across all six locales; unit tests for the chain type, budget cap,
consent gate, vision capability, and document order; a mocked e2e for both
the admin connect surface and the per-user switch.
The central credential's tokens are encrypted at rest and never returned to a
non-admin API; the opt-in only takes effect once the operator has connected the
shared account.
Add GET /api/documents/inbound/capability (document provider order + vendor-blind
egress class), repoint the vault capability hook to it, and show a per-egress
notice in the detail sheet before a document read leaves the machine. Cover the
document provider order, the egress consent gate, and the notice with tests.
i18n x6 + OpenAPI regenerated.
Co-Authored-By: Marc-André Bombeck
Marc-André Bombeck