docs(08-02): complete search/filter toolbar and category dropdown plan

- SUMMARY.md with task commits and execution metrics
- STATE.md updated with position, decisions, session info
- ROADMAP.md updated with phase 08 progress
- REQUIREMENTS.md: SRCH-01 through SRCH-05, PLAN-01 marked complete

.planning/phases/08-search-filter-and-candidate-status/08-02-SUMMARY.md

@@ -0,0 +1,101 @@
+---
+phase: 08-search-filter-and-candidate-status
+plan: 02
+subsystem: ui
+tags: [react, search, filter, dropdown, lucide-icons, useMemo]
+
+# Dependency graph
+requires:
+  - phase: 06-category-system-and-ui-redesign
+    provides: CategoryPicker pattern, LucideIcon component, useCategories hook
+provides:
+  - CategoryFilterDropdown reusable component with icon-aware searchable dropdown
+  - Search/filter toolbar on gear tab with text search and category filtering
+  - Upgraded planning tab category filter with Lucide icons
+affects: []
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - "CategoryFilterDropdown: filter-only dropdown separate from form-based CategoryPicker"
+    - "useMemo filter chain for combining text search + category filter"
+    - "Conditional rendering: flat grid (no category headers) when filters active"
+
+key-files:
+  created:
+    - src/client/components/CategoryFilterDropdown.tsx
+  modified:
+    - src/client/routes/collection/index.tsx
+
+key-decisions:
+  - "Kept CategoryFilterDropdown separate from CategoryPicker (filter vs form concerns)"
+  - "No debounce on search input (collection under 1000 items)"
+  - "Individual clear controls (no combined clear-all button)"
+
+patterns-established:
+  - "CategoryFilterDropdown: reusable filter dropdown with icons, search, click-outside dismiss"
+  - "Flat grid rendering when filters active to avoid confusing partial category headers"
+
+requirements-completed: [SRCH-01, SRCH-02, SRCH-03, SRCH-04, SRCH-05, PLAN-01]
+
+# Metrics
+duration: 3min
+completed: 2026-03-16
+---
+
+# Phase 8 Plan 2: Search/Filter Toolbar and Category Dropdown Summary
+
+**Sticky search/filter toolbar on gear tab with text+category filtering, and shared icon-aware CategoryFilterDropdown on both gear and planning tabs**
+
+## Performance
+
+- **Duration:** 3 min
+- **Started:** 2026-03-16T13:06:49Z
+- **Completed:** 2026-03-16T13:10:03Z
+- **Tasks:** 2
+- **Files modified:** 2
+
+## Accomplishments
+- Created CategoryFilterDropdown component with searchable dropdown, Lucide icons per option, "All categories" default, click-outside/Escape dismiss, and clear button
+- Added sticky search/filter toolbar to CollectionView with text search input and CategoryFilterDropdown side by side
+- useMemo filter chain combines text search (by name) with category filter for instant results
+- "Showing X of Y items" count appears when filters active; flat grid (no category headers) when filtering
+- Replaced PlanningView native `<select>` with shared CategoryFilterDropdown showing Lucide icons
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Create CategoryFilterDropdown component** - `9e1a875` (feat)
+2. **Task 2: Add search/filter toolbar to CollectionView and replace select in PlanningView** - `5f89acd` (feat)
+
+## Files Created/Modified
+- `src/client/components/CategoryFilterDropdown.tsx` - Searchable category filter dropdown with Lucide icons, click-outside dismiss, Escape key, clear button
+- `src/client/routes/collection/index.tsx` - Search/filter toolbar in CollectionView, CategoryFilterDropdown replacing native select in PlanningView
+
+## Decisions Made
+- Kept CategoryFilterDropdown separate from CategoryPicker (filter concerns vs form/creation concerns, per user decision)
+- No debounce on search -- collection stays under 1000 items per CONTEXT.md
+- Individual clear controls for search text and category dropdown (no combined clear-all button)
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+None
+
+## User Setup Required
+
+None - no external service configuration required.
+
+## Next Phase Readiness
+- Search and filter infrastructure complete for gear tab
+- CategoryFilterDropdown available as shared component for any future filter needs
+- Planning tab upgraded from native select to icon-aware dropdown
+- Ready for remaining Phase 8 work or next phase
+
+---
+*Phase: 08-search-filter-and-candidate-status*
+*Completed: 2026-03-16*