Add chat-side CRM diff panel with keep/rollback flow

Frontend/server/graphql/schema.ts

@@ -6,6 +6,8 @@ import { prisma } from "../utils/prisma";
 import { normalizePhone, verifyPassword } from "../utils/password";
 import { persistChatMessage, runCrmAgentFor } from "../agent/crmAgent";
 import type { AgentTraceEvent } from "../agent/crmAgent";
+import { buildChangeSet, captureSnapshot, rollbackChangeSet } from "../utils/changeSet";
+import type { ChangeSet } from "../utils/changeSet";
 
 type GraphQLContext = {
   auth: AuthContext | null;
@@ -218,6 +220,7 @@ async function getChatMessages(auth: AuthContext | null) {
 
   return items.map((m) => {
     const debug = (m.planJson as any) ?? {};
+    const cs = getChangeSetFromPlanJson(m.planJson);
     return {
       id: m.id,
       role: m.role === "USER" ? "user" : m.role === "ASSISTANT" ? "assistant" : "system",
@@ -236,6 +239,18 @@ async function getChatMessages(auth: AuthContext | null) {
               at: t.at ? String(t.at) : m.createdAt.toISOString(),
             }))
         : [],
+      changeSetId: cs?.id ?? null,
+      changeStatus: cs?.status ?? null,
+      changeSummary: cs?.summary ?? null,
+      changeItems: Array.isArray(cs?.items)
+        ? cs.items.map((item) => ({
+            entity: String(item.entity ?? ""),
+            action: String(item.action ?? ""),
+            title: String(item.title ?? ""),
+            before: String(item.before ?? ""),
+            after: String(item.after ?? ""),
+          }))
+        : [],
       createdAt: m.createdAt.toISOString(),
     };
   });
@@ -498,11 +513,93 @@ async function updateFeedDecision(auth: AuthContext | null, id: string, decision
   return { ok: true, id };
 }
 
+function getChangeSetFromPlanJson(planJson: unknown): ChangeSet | null {
+  const debug = (planJson as any) ?? {};
+  const cs = debug?.changeSet;
+  if (!cs || typeof cs !== "object") return null;
+  if (!cs.id || !Array.isArray(cs.items) || !Array.isArray(cs.undo)) return null;
+  return cs as ChangeSet;
+}
+
+async function findLatestChangeCarrierMessage(auth: AuthContext | null) {
+  const ctx = requireAuth(auth);
+  const items = await prisma.chatMessage.findMany({
+    where: {
+      teamId: ctx.teamId,
+      conversationId: ctx.conversationId,
+      role: "ASSISTANT",
+    },
+    orderBy: { createdAt: "desc" },
+    take: 30,
+  });
+
+  for (const item of items) {
+    const changeSet = getChangeSetFromPlanJson(item.planJson);
+    if (!changeSet) continue;
+    if (changeSet.status === "rolled_back") continue;
+    return { item, changeSet };
+  }
+  return null;
+}
+
+async function confirmLatestChangeSet(auth: AuthContext | null) {
+  const found = await findLatestChangeCarrierMessage(auth);
+  if (!found) return { ok: true };
+
+  const { item, changeSet } = found;
+  if (changeSet.status === "confirmed") return { ok: true };
+
+  const next = {
+    ...((item.planJson as any) ?? {}),
+    changeSet: {
+      ...changeSet,
+      status: "confirmed",
+      confirmedAt: new Date().toISOString(),
+    },
+  };
+
+  await prisma.chatMessage.update({
+    where: { id: item.id },
+    data: { planJson: next as any },
+  });
+
+  return { ok: true };
+}
+
+async function rollbackLatestChangeSet(auth: AuthContext | null) {
+  const ctx = requireAuth(auth);
+  const found = await findLatestChangeCarrierMessage(ctx);
+  if (!found) return { ok: true };
+
+  const { item, changeSet } = found;
+  if (changeSet.status === "rolled_back") return { ok: true };
+
+  await rollbackChangeSet(prisma, ctx.teamId, changeSet);
+
+  const next = {
+    ...((item.planJson as any) ?? {}),
+    changeSet: {
+      ...changeSet,
+      status: "rolled_back",
+      rolledBackAt: new Date().toISOString(),
+    },
+  };
+
+  await prisma.chatMessage.update({
+    where: { id: item.id },
+    data: { planJson: next as any },
+  });
+
+  return { ok: true };
+}
+
 async function sendPilotMessage(auth: AuthContext | null, textInput: string) {
   const ctx = requireAuth(auth);
   const text = (textInput ?? "").trim();
   if (!text) throw new Error("text is required");
 
+  const snapshotBefore = await captureSnapshot(prisma, ctx.teamId);
+
   await persistChatMessage({
     teamId: ctx.teamId,
     conversationId: ctx.conversationId,
@@ -529,6 +626,10 @@ async function sendPilotMessage(auth: AuthContext | null, textInput: string) {
       });
     },
   });
+
+  const snapshotAfter = await captureSnapshot(prisma, ctx.teamId);
+  const changeSet = buildChangeSet(snapshotBefore, snapshotAfter);
+
   await persistChatMessage({
     teamId: ctx.teamId,
     conversationId: ctx.conversationId,
@@ -539,6 +640,7 @@ async function sendPilotMessage(auth: AuthContext | null, textInput: string) {
     thinking: reply.thinking ?? [],
     tools: reply.tools,
     toolRuns: reply.toolRuns ?? [],
+    changeSet,
   });
 
   return { ok: true };
@@ -578,6 +680,8 @@ export const crmGraphqlSchema = buildSchema(`
     createChatConversation(title: String): Conversation!
     selectChatConversation(id: ID!): MutationResult!
     sendPilotMessage(text: String!): MutationResult!
+    confirmLatestChangeSet: MutationResult!
+    rollbackLatestChangeSet: MutationResult!
     logPilotNote(text: String!): MutationResult!
     createCalendarEvent(input: CreateCalendarEventInput!): CalendarEvent!
     createCommunication(input: CreateCommunicationInput!): MutationWithIdResult!
@@ -647,9 +751,21 @@ export const crmGraphqlSchema = buildSchema(`
     thinking: [String!]!
     tools: [String!]!
     toolRuns: [PilotToolRun!]!
+    changeSetId: String
+    changeStatus: String
+    changeSummary: String
+    changeItems: [PilotChangeItem!]!
     createdAt: String!
   }
 
+  type PilotChangeItem {
+    entity: String!
+    action: String!
+    title: String!
+    before: String!
+    after: String!
+  }
+
   type PilotToolRun {
     name: String!
     status: String!
@@ -770,6 +886,12 @@ export const crmGraphqlRoot = {
   sendPilotMessage: async (args: { text: string }, context: GraphQLContext) =>
     sendPilotMessage(context.auth, args.text),
 
+  confirmLatestChangeSet: async (_args: unknown, context: GraphQLContext) =>
+    confirmLatestChangeSet(context.auth),
+
+  rollbackLatestChangeSet: async (_args: unknown, context: GraphQLContext) =>
+    rollbackLatestChangeSet(context.auth),
+
   logPilotNote: async (args: { text: string }, context: GraphQLContext) =>
     logPilotNote(context.auth, args.text),