Forge: Quick Capture

Timeline

1. 1

   Start

   Scoped Session 3 = Capture

   Capture is not a page — it's an entry point into the event furnace

2. 2

   Plan

   Plan approved with 7 amendments

   Single options endpoint, no leadStatus mutation, full event-display support

3. 3

   Build

   Furnace + presentation layer first

   note_added + call_outcome_recorded wired across all 6 presentation points

4. 4

   Build

   CaptureSheet + 4 sub-forms

   One sheet, step state machine, shared searchable Picker

5. 5

   Build

   Floating launcher in the app shell

   Mobile FAB above bottom nav, desktop button in sidebar

6. 6

   Quench

   tsc --noEmit clean, committed

   9 files, no schema migration

What shipped

• Floating Capture button — mobile FAB (above bottom nav, safe-area aware) + desktop sidebar button, living in the app shell not the nav

• CaptureSheet — one bottom-sheet orchestrator with a step state machine (menu | customer-memory | job-note | call-outcome | new-lead)

• Customer Memory capture → memory_captured event → appears in Customer Detail Forge Memory hub

• Job Note capture → note record + note_added event

• Call Outcome capture → call_outcome_recorded event (event only, no leadStatus mutation)

• New Lead capture → contact + contact_added, optional deal + deal_created using defaultStageId

• getCaptureOptions server action — loads contacts/activeDeals/defaultStageId once per open, client filters locally

• Two new event types fully wired across write-event.ts and event-display.ts