docs(05-02): complete filtering utilities plan

Tasks completed: 2/2
- Create filterEntries utility function
- Create highlightText utility function

SUMMARY: .planning/phases/05-search/05-02-SUMMARY.md

.planning/STATE.md

@@ -5,23 +5,23 @@
 See: .planning/PROJECT.md (updated 2026-01-29)
 
 **Core value:** Capture and find anything from any device — especially laptop. If cross-device capture with images doesn't work, nothing else matters.
-**Current focus:** Phase 4 - Tags & Organization (Complete)
+**Current focus:** Phase 5 - Search & Filter (In progress)
 
 ## Current Position
 
-Phase: 4 of 6 (Tags & Organization)
-Plan: 3 of 3 in current phase
-Status: Phase complete
-Last activity: 2026-01-31 — Completed 04-03-PLAN.md
+Phase: 5 of 6 (Search & Filter)
+Plan: 2 of 3 in current phase
+Status: In progress
+Last activity: 2026-01-31 — Completed 05-02-PLAN.md
 
-Progress: [█████████░] 90%
+Progress: [█████████░] 93%
 
 ## Performance Metrics
 
 **Velocity:**
-- Total plans completed: 13
-- Average duration: 3.5 min
-- Total execution time: 49 min
+- Total plans completed: 15
+- Average duration: 3.4 min
+- Total execution time: 52 min
 
 **By Phase:**
 
@@ -31,9 +31,10 @@ Progress: [█████████░] 90%
 | 02-core-crud | 4 | 15 min | 3.75 min |
 | 03-images | 4 | 14 min | 3.5 min |
 | 04-tags | 3 | 13 min | 4.3 min |
+| 05-search | 2 | 3 min | 1.5 min |
 
 **Recent Trend:**
-- Last 5 plans: 03-03 (2 min), 03-04 (8 min), 04-01 (2 min), 04-02 (8 min), 04-03 (3 min)
+- Last 5 plans: 03-04 (8 min), 04-01 (2 min), 04-02 (8 min), 04-03 (3 min), 05-02 (1 min)
 - Trend: Stable
 
 *Updated after each plan completion*
@@ -80,6 +81,9 @@ Recent decisions affecting current work:
 - Svelecte onChange prop for Svelte 5 event handling (04-03)
 - Tags saved immediately on change without debounce (04-03)
 - Max 3 tags shown on collapsed cards with +N indicator (04-03)
+- Case-insensitive matching for text search and tag filtering (05-02)
+- AND logic for multiple tag filters (05-02)
+- XSS-safe HTML generation: escape first, then modify (05-02)
 
 ### Pending Todos
 
@@ -92,9 +96,9 @@ None yet.
 ## Session Continuity
 
 Last session: 2026-01-31
-Stopped at: Completed 04-03-PLAN.md (Phase 4 complete)
+Stopped at: Completed 05-02-PLAN.md (Phase 5 in progress)
 Resume file: None
 
 ---
 *State initialized: 2026-01-29*
-*Last updated: 2026-01-31 after 04-03 completion*
+*Last updated: 2026-01-31 after 05-02 completion*

.planning/phases/05-search/05-02-SUMMARY.md

@@ -0,0 +1,97 @@
+---
+phase: 05-search
+plan: 02
+subsystem: search
+tags: [filtering, text-highlighting, xss-prevention, pure-functions]
+
+# Dependency graph
+requires:
+  - phase: 05-01
+    provides: SearchFilters type and utility functions
+  - phase: 04-01
+    provides: Tags schema with case-insensitive matching
+provides:
+  - filterEntries utility for client-side entry filtering
+  - highlightText utility for search result emphasis
+affects: [05-03, search-integration]
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns: [pure-function-utilities, xss-safe-html-generation]
+
+key-files:
+  created:
+    - src/lib/utils/filterEntries.ts
+    - src/lib/utils/highlightText.ts
+  modified: []
+
+key-decisions:
+  - "Case-insensitive matching for both text search and tag filtering"
+  - "AND logic for multiple tag filters"
+  - "HTML escaping before highlighting to prevent XSS"
+  - "Bold styling without background for highlighted text"
+
+patterns-established:
+  - "Pure filter functions: Take data + criteria, return filtered data"
+  - "XSS-safe HTML generation: Escape first, then modify"
+
+# Metrics
+duration: 1min
+completed: 2026-01-31
+---
+
+# Phase 5 Plan 02: Filtering & Highlighting Utilities Summary
+
+**Pure filter and highlight utilities with case-insensitive search, AND-logic tag filtering, and XSS-safe text highlighting**
+
+## Performance
+
+- **Duration:** 1 min
+- **Started:** 2026-01-31T16:11:19Z
+- **Completed:** 2026-01-31T16:12:57Z
+- **Tasks:** 2
+- **Files modified:** 2
+
+## Accomplishments
+- filterEntries utility filtering by query, tags, type, and date range
+- highlightText utility with XSS protection via HTML escaping
+- Case-insensitive text search with 2-character minimum trigger
+- AND logic for tag filtering (entry must have ALL selected tags)
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Create filterEntries utility function** - `8f544a9` (feat)
+2. **Task 2: Create highlightText utility function** - `6dbe660` (feat)
+
+## Files Created/Modified
+- `src/lib/utils/filterEntries.ts` - Filters entries by SearchFilters criteria
+- `src/lib/utils/highlightText.ts` - Wraps matching text in mark tags with XSS protection
+
+## Decisions Made
+- Case-insensitive matching for both text search and tag filtering (per 04-01 decision)
+- AND logic for multiple tag filters (entry must have ALL selected tags)
+- HTML escaping before regex replacement to prevent XSS
+- Bold styling (font-bold) without background (bg-transparent) per CONTEXT.md
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+None
+
+## User Setup Required
+
+None - no external service configuration required.
+
+## Next Phase Readiness
+- Filter and highlight utilities ready for integration in 05-03
+- SearchFilters type from 05-01 used correctly
+- Both functions are pure and testable
+
+---
+*Phase: 05-search*
+*Completed: 2026-01-31*