docs(19-03): complete global item tag filtering and COALESCE merge plan

.planning/REQUIREMENTS.md

@@ -52,7 +52,7 @@ Requirements for this milestone. Each maps to roadmap phases.
 - [ ] **CATFLOW-01**: FAB shows mini menu with "Add to Collection" and "Start Thread" globally, plus "New Setup" on setups page
 - [ ] **CATFLOW-02**: Full-screen catalog search with tag chip filtering
 - [ ] **CATFLOW-03**: User can add a catalog item to collection as a reference item with personal fields (category, notes, purchase price, image, quantity)
-- [ ] **CATFLOW-04**: Collection items referencing global items display merged data (global base + personal overlay)
+- [x] **CATFLOW-04**: Collection items referencing global items display merged data (global base + personal overlay)
 - [ ] **CATFLOW-05**: Thread candidates can be added from catalog with global item link
 - [ ] **CATFLOW-06**: Thread resolution with catalog-linked candidate creates reference item with auto-link
 - [ ] **CATFLOW-07**: Manual entry fallback when item not in catalog
@@ -60,8 +60,8 @@ Requirements for this milestone. Each maps to roadmap phases.
 
 ### Tags
 
-- [ ] **TAG-01**: Tags table seeded with curated tag set for outdoor/adventure gear
+- [x] **TAG-01**: Tags table seeded with curated tag set for outdoor/adventure gear
-- [ ] **TAG-02**: Global items have multiple tags, searchable and filterable via API
+- [x] **TAG-02**: Global items have multiple tags, searchable and filterable via API
 
 ### User Profiles & Sharing
 
@@ -166,13 +166,13 @@ Which phases cover which requirements. Updated during roadmap creation.
 | CATFLOW-01 | Phase 20 | Pending |
 | CATFLOW-02 | Phase 20 | Pending |
 | CATFLOW-03 | Phase 19, 21 | Pending |
-| CATFLOW-04 | Phase 19 | Pending |
+| CATFLOW-04 | Phase 19 | Complete |
 | CATFLOW-05 | Phase 19, 21 | Pending |
 | CATFLOW-06 | Phase 19, 21 | Pending |
 | CATFLOW-07 | Phase 22 | Pending |
 | CATFLOW-08 | Phase 22 | Pending |
-| TAG-01 | Phase 19 | Pending |
+| TAG-01 | Phase 19 | Complete |
-| TAG-02 | Phase 19 | Pending |
+| TAG-02 | Phase 19 | Complete |
 
 **Coverage:**
 - v2.0 requirements: 40 total

.planning/ROADMAP.md

@@ -55,7 +55,7 @@
 - [ ] **Phase 16: Multi-User Data Model** — Add user ownership to all entities with cross-user data isolation
 - [ ] **Phase 17: Object Storage** — Move images from local filesystem to MinIO (S3-compatible)
 - [x] **Phase 18: Global Items & Public Profiles** — Global item catalog, user profiles, and public setup sharing (completed 2026-04-05)
-- [ ] **Phase 19: Reference Item Model & Tags Schema** — Collection items as references to global catalog, tag system for discovery
+- [x] **Phase 19: Reference Item Model & Tags Schema** — Collection items as references to global catalog, tag system for discovery (completed 2026-04-05)
 - [ ] **Phase 20: FAB & Full-Screen Catalog Search** — Global FAB with mini menu, full-screen catalog search with tag filtering
 - [ ] **Phase 21: Add-from-Catalog & Thread Integration** — Add catalog items to collection and threads, resolution creates reference items
 - [ ] **Phase 22: Manual Entry Fallback** — Manual add for items not in catalog, non-functional submission prompt
@@ -184,11 +184,11 @@ Plans:
   2. Global items can have multiple tags, searchable via API
   3. Thread candidates can link to a global item via globalItemId
   4. Resolving a thread with a catalog-linked candidate creates a reference item with auto-link
-**Plans:** 2/3 plans executed
+**Plans:** 3/3 plans complete
 Plans:
 - [x] 19-01-PLAN.md — Schema, migration, Zod schemas, types, seed script
 - [x] 19-02-PLAN.md — Item service COALESCE merge, thread resolution, route cleanup
-- [ ] 19-03-PLAN.md — Global item tag filtering, secondary service merge propagation
+- [x] 19-03-PLAN.md — Global item tag filtering, secondary service merge propagation
 
 ### Phase 20: FAB & Full-Screen Catalog Search
 **Goal**: Users discover and add gear through a catalog-first search experience with tag filtering
@@ -247,7 +247,7 @@ Plans:
 | 16. Multi-User Data Model | v2.0 | 0/? | Not started | - |
 | 17. Object Storage | v2.0 | 0/? | Not started | - |
 | 18. Global Items & Public Profiles | v2.0 | 4/5 | Complete    | 2026-04-05 |
-| 19. Reference Item Model & Tags Schema | v2.0 | 2/3 | In Progress|  |
+| 19. Reference Item Model & Tags Schema | v2.0 | 3/3 | Complete   | 2026-04-05 |
 | 20. FAB & Full-Screen Catalog Search | v2.0 | 0/? | Not started | - |
 | 21. Add-from-Catalog & Thread Integration | v2.0 | 0/? | Not started | - |
 | 22. Manual Entry Fallback | v2.0 | 0/? | Not started | - |

.planning/STATE.md

@@ -3,14 +3,14 @@ gsd_state_version: 1.0
 milestone: v1.3
 milestone_name: Research & Decision Tools
 status: executing
-stopped_at: Completed 19-02-PLAN.md
+stopped_at: Completed 19-03-PLAN.md
-last_updated: "2026-04-05T18:51:11.895Z"
+last_updated: "2026-04-05T22:27:05.589Z"
 last_activity: 2026-04-05
 progress:
   total_phases: 13
-  completed_phases: 11
+  completed_phases: 12
   total_plans: 36
-  completed_plans: 33
+  completed_plans: 34
   percent: 3
 ---
 
@@ -26,7 +26,7 @@ See: .planning/PROJECT.md (updated 2026-04-03)
 ## Current Position
 
 Phase: 19 of 19 (Reference Item Model & Tags Schema)
-Plan: 2 of 3
+Plan: 3 of 3
 Status: Ready to execute
 Last activity: 2026-04-05
 
@@ -59,6 +59,7 @@ Key decisions made during v2.0 planning:
 - [Phase 19]: Data migration SQL: UPDATE items before DROP TABLE item_global_links
 - [Phase 19]: Flat tags system without type categorization per D-16
 - [Phase 19-reference-item-model-tags-schema]: COALESCE merge pattern for transparent reference item data in item/thread services
+- [Phase 19-reference-item-model-tags-schema]: COALESCE merge pattern propagated to all secondary services (setup, totals, profile, CSV)
 
 ### Pending Todos
 
@@ -71,6 +72,6 @@ None active.
 
 ## Session Continuity
 
-Last session: 2026-04-05T18:51:11.893Z
+Last session: 2026-04-05T22:27:05.587Z
-Stopped at: Completed 19-02-PLAN.md
+Stopped at: Completed 19-03-PLAN.md
 Resume file: None

.planning/phases/19-reference-item-model-tags-schema/19-03-SUMMARY.md

@@ -0,0 +1,100 @@
+---
+phase: 19-reference-item-model-tags-schema
+plan: 03
+subsystem: api
+tags: [drizzle, postgresql, coalesce, global-items, tags, csv]
+
+requires:
+  - phase: 19-reference-item-model-tags-schema (plan 01)
+    provides: globalItems, tags, globalItemTags schema tables, items.globalItemId FK
+provides:
+  - Tag-filtered global item search with AND intersection logic
+  - COALESCE merge pattern in all secondary services (setup, totals, profile, CSV)
+  - Owner count via direct items.globalItemId FK
+affects: [client-catalog, client-setup-views, client-profile]
+
+tech-stack:
+  added: []
+  patterns: [COALESCE merge for reference item data across all query surfaces]
+
+key-files:
+  created: []
+  modified:
+    - src/server/services/global-item.service.ts
+    - src/server/services/setup.service.ts
+    - src/server/services/totals.service.ts
+    - src/server/services/profile.service.ts
+    - src/server/services/csv.service.ts
+    - src/server/routes/global-items.ts
+    - tests/services/global-item.service.test.ts
+
+key-decisions:
+  - "COALESCE merge pattern propagated to all 4 secondary services consistently"
+
+patterns-established:
+  - "COALESCE merge: all services reading item weight/price LEFT JOIN globalItems and COALESCE when globalItemId is set"
+  - "Tag AND filtering: subquery with GROUP BY HAVING COUNT(DISTINCT) for intersection logic"
+
+requirements-completed: [CATFLOW-04, TAG-01, TAG-02]
+
+duration: 12min
+completed: 2026-04-06
+---
+
+# Phase 19 Plan 03: Global Item Tag Filtering and Secondary Service COALESCE Merge Summary
+
+**Tag-filtered global item search with AND logic, owner count via direct FK, and COALESCE merge propagated to setup/totals/profile/CSV services**
+
+## Performance
+
+- **Duration:** 12 min
+- **Started:** 2026-04-05T22:05:16Z
+- **Completed:** 2026-04-05T22:17:00Z
+- **Tasks:** 2
+- **Files modified:** 7
+
+## Accomplishments
+- Global item search supports tag filtering with AND intersection logic via subquery GROUP BY HAVING
+- Owner count migrated from removed itemGlobalLinks to direct items.globalItemId FK
+- All 4 secondary services (setup, totals, profile, CSV) LEFT JOIN globalItems and COALESCE weight/price/name for reference items
+- Route handlers made async with tag query parameter parsing
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Global item service tag filtering + owner count migration + tests** - `ecc6ac6` (feat) -- pre-existing from wave execution
+2. **Task 2: Secondary service COALESCE merge propagation** - `0a233c7` (feat)
+
+## Files Created/Modified
+- `src/server/services/global-item.service.ts` - Tag-filtered search with ilike and AND logic, owner count via items.globalItemId
+- `src/server/services/setup.service.ts` - COALESCE merge in getAllSetups totals and getSetupWithItems item list
+- `src/server/services/totals.service.ts` - COALESCE merge in getCategoryTotals and getGlobalTotals
+- `src/server/services/profile.service.ts` - COALESCE merge in getPublicProfile totals and getPublicSetupWithItems
+- `src/server/services/csv.service.ts` - COALESCE merge in exportItemsCsv for name/weight/price
+- `src/server/routes/global-items.ts` - Async handlers, tags query param parsing
+- `tests/services/global-item.service.test.ts` - Full async PGlite tests for tag filtering and owner count
+
+## Decisions Made
+- COALESCE merge pattern applied consistently across all 4 secondary services using the same LEFT JOIN + CASE WHEN pattern established in plan 02
+
+## Deviations from Plan
+None - plan executed exactly as written. Task 1 was already completed from a prior execution wave.
+
+## Issues Encountered
+None
+
+## User Setup Required
+None - no external service configuration required.
+
+## Known Stubs
+None - all services fully wired with COALESCE merge pattern.
+
+## Next Phase Readiness
+- All server-side query surfaces now correctly merge global item data for reference items
+- Client components can rely on merged data from all API endpoints
+- Ready for client-side catalog and discovery UI work
+
+---
+*Phase: 19-reference-item-model-tags-schema*
+*Completed: 2026-04-06*