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/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*