fix(agent): hide Anthropic-only assistant surfaces where the provider cannot run them (#2204) (#2343)

* fix(agent): hide Anthropic-only assistant surfaces where the provider cannot run them

Self-hosted deployments on an OpenAI-compatible provider (or with no AI
configured) still showed every entry point into the tool-loop runtime
behind /api/agent/invoke, which answers 503 there. The capability lived
server-side only (getAiStatus().assistantAvailable); no UI could read it.

Hand the flag to the client through CompanyContext (useAssistantAvailable,
beside the paid-capability gate) and gate each entry point that opens
AgentChat: the bookkeeping page's "Skapa med assistent" and "Med
assistenten", the inbox workspace's "Fråga assistenten" doors, /chat/intake
and /chat/new?intent=. The floating trigger falls back to general help (the
single-call console runs on any provider) instead of hiding, and AgentChat
itself never fires an invoke without the runtime, so a resumed thread or a
forgotten entry point shows a notice instead of a 503. The Hem checklist's
"Anslut till Claude" step renders only where the assistant runs on Claude
and the mcp-server extension is on. Provider-agnostic AI (ask console,
categorization, extraction) and the server-side 503 are unchanged; on
hosted the flag is true and nothing changes.

Closes #2204

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_019SaJfqNi4VmsG8FMKq99G6

* test(ai): use a placeholder that cannot match an Anthropic key shape

The new direct-Anthropic status test assigned a string in the exact
format of a live API key, which trips secret scanners on every run. The
config only reads presence, so any non-empty string exercises the path.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>

lib/agent/intents/__tests__/route-mapping.test.ts

@@ -1,6 +1,33 @@
 import { describe, it, expect } from 'vitest'
 import { routeToIntent, contextRefToTarget } from '../route-mapping'
 
+describe('routeToIntent without the tool-loop runtime', () => {
+  // getAiStatus().assistantAvailable is false on an OpenAI-compatible or
+  // unconfigured deployment (#2204): the trigger keeps working on the
+  // single-call console, so every route collapses onto general.help.
+  it('dispatches every specialized route to general.help', () => {
+    for (const route of [
+      '/invoices/new',
+      '/invoices/abc-123',
+      '/supplier-invoices/sup-1',
+      '/bookkeeping/year-end',
+      '/kpi',
+      '/settings/invoicing',
+    ]) {
+      const out = routeToIntent(route, { assistantAvailable: false })
+      expect(out.intentId).toBe('general.help')
+      expect(out.intentArgs).toEqual({ route })
+      expect(out.contextRef).toBeUndefined()
+      expect(out.labelSuffix).toBeNull()
+    }
+  })
+
+  it('leaves the specialized dispatch alone when the option is omitted or true', () => {
+    expect(routeToIntent('/kpi').intentId).toBe('kpi.explain')
+    expect(routeToIntent('/kpi', { assistantAvailable: true }).intentId).toBe('kpi.explain')
+  })
+})
+
 describe('routeToIntent', () => {
   it('falls back to general.help when pathname is null/undefined/empty', () => {
     for (const input of [null, undefined, '']) {

lib/agent/intents/route-mapping.ts

@@ -29,8 +29,23 @@ const GENERAL_HELP = (route: string | null): RouteIntent => ({
   labelSuffix: null,
 })
 
-export function routeToIntent(pathname: string | null | undefined): RouteIntent {
+export interface RouteIntentOptions {
+  /**
+   * Whether the deployment can run the tool-loop runtime (/api/agent/invoke,
+   * getAiStatus().assistantAvailable). Every specialized intent below runs on
+   * it; general.help runs on the single-call console, which any provider can
+   * serve. When false, every route dispatches to general.help so the trigger
+   * keeps working instead of opening a chat that 503s (#2204). Omitted = true.
+   */
+  assistantAvailable?: boolean
+}
+
+export function routeToIntent(
+  pathname: string | null | undefined,
+  options: RouteIntentOptions = {},
+): RouteIntent {
   if (!pathname) return GENERAL_HELP(null)
+  if (options.assistantAvailable === false) return GENERAL_HELP(pathname)
 
   const segments = pathname.split('/').filter(Boolean)
   const [first, second] = segments

lib/ai/__tests__/config.test.ts

@@ -199,6 +199,16 @@ describe('getAiStatus', () => {
     expect(s.models.extraction).toBe('eu.anthropic.claude-sonnet-5')
   })
 
+  it('is configured and assistant-capable on a direct Anthropic key', () => {
+    // Presence is all the config reads (no format check), so the placeholder
+    // deliberately cannot match a real key's shape and trip secret scanners.
+    process.env.ANTHROPIC_API_KEY = 'test-not-a-real-key'
+    const s = getAiStatus()
+    expect(s.provider).toBe('anthropic')
+    expect(s.configured).toBe(true)
+    expect(s.assistantAvailable).toBe(true)
+  })
+
   it('needs a model id on an OpenAI-compatible endpoint before it counts as configured', () => {
     byo('')
     const s = getAiStatus()

lib/onboarding/__tests__/checklist.test.ts

@@ -45,7 +45,7 @@ describe('vatDeadlineLine', () => {
 
 describe('checklistNumbers', () => {
   it('numbers all five steps when both extensions are on', () => {
-    expect(checklistNumbers({ hasSkatteverket: true, hasInbox: true })).toEqual({
+    expect(checklistNumbers({ hasSkatteverket: true, hasInbox: true, hasAssistant: true })).toEqual({
       count: 5,
       skv: 3,
       receipts: 4,
@@ -54,7 +54,7 @@ describe('checklistNumbers', () => {
   })
 
   it('collapses to four steps without the inbox extension', () => {
-    expect(checklistNumbers({ hasSkatteverket: true, hasInbox: false })).toEqual({
+    expect(checklistNumbers({ hasSkatteverket: true, hasInbox: false, hasAssistant: true })).toEqual({
       count: 4,
       skv: 3,
       receipts: 4,
@@ -63,7 +63,7 @@ describe('checklistNumbers', () => {
   })
 
   it('collapses to four steps without the skatteverket extension', () => {
-    expect(checklistNumbers({ hasSkatteverket: false, hasInbox: true })).toEqual({
+    expect(checklistNumbers({ hasSkatteverket: false, hasInbox: true, hasAssistant: true })).toEqual({
       count: 4,
       skv: 3,
       receipts: 3,
@@ -72,13 +72,30 @@ describe('checklistNumbers', () => {
   })
 
   it('collapses to three steps with neither extension', () => {
-    expect(checklistNumbers({ hasSkatteverket: false, hasInbox: false })).toEqual({
+    expect(checklistNumbers({ hasSkatteverket: false, hasInbox: false, hasAssistant: true })).toEqual({
       count: 3,
       skv: 3,
       receipts: 3,
       assistant: 3,
     })
   })
+
+  // A deployment that cannot run the assistant (#2204) drops the Claude step:
+  // the title counts one step fewer, the other ordinals stay put.
+  it('drops the assistant step from the count without moving the other ordinals', () => {
+    expect(checklistNumbers({ hasSkatteverket: true, hasInbox: true, hasAssistant: false })).toEqual({
+      count: 4,
+      skv: 3,
+      receipts: 4,
+      assistant: 5,
+    })
+    expect(checklistNumbers({ hasSkatteverket: false, hasInbox: false, hasAssistant: false })).toEqual({
+      count: 2,
+      skv: 3,
+      receipts: 3,
+      assistant: 3,
+    })
+  })
 })
 
 describe('completionPatchBody', () => {

lib/onboarding/checklist.ts

@@ -33,10 +33,15 @@ export function vatDeadlineLine(input: {
 /**
  * Display ordinals for the setup checklist steps. Books and bank are always
  * present; Skatteverket and the receipts/inbox step render only when their
- * extensions are enabled; the assistant step is always last. `count` drives
+ * extensions are enabled; the assistant (Claude) step renders only where the
+ * deployment can run the assistant and, when it does, is last. `count` drives
  * the "{count} steg så är bokföringen igång" title.
  */
-export function checklistNumbers(gates: { hasSkatteverket: boolean; hasInbox: boolean }): {
+export function checklistNumbers(gates: {
+  hasSkatteverket: boolean
+  hasInbox: boolean
+  hasAssistant: boolean
+}): {
   count: number
   skv: number
   receipts: number
@@ -45,7 +50,10 @@ export function checklistNumbers(gates: { hasSkatteverket: boolean; hasInbox: bo
   const skv = 3
   const receipts = 3 + (gates.hasSkatteverket ? 1 : 0)
   const assistant = receipts + (gates.hasInbox ? 1 : 0)
-  return { count: assistant, skv, receipts, assistant }
+  // Without the assistant step the thread ends one step earlier; the other
+  // ordinals do not move.
+  const count = gates.hasAssistant ? assistant : assistant - 1
+  return { count, skv, receipts, assistant }
 }
 
 /**