feat(coach): scope filter + conversation provenance on the plans list

Groundwork for the plan confirm/manage UI. The CoachPlan pipeline has been
complete on the server since v1.21.3/v1.22 — extractor writes proposals
(status "proposed", per-user cap, de-dup, encrypted prose), the PATCH
confirms proposed -> active, buildCoachPlansBlock injects the top-6 active
plans into the snapshot, and the review sweep drives the reviewDate
lifecycle — but no surface ever listed or confirmed a proposal, so the
extraction spend had no user-visible outcome.

Two additive contract changes the UI needs:
- GET /api/coach/plans accepts ?scope=open|past|all (open = proposed +
  active + review_due, past = met + abandoned + reviewed, all = no status
  clause) so the management page reads its ledger in one round-trip.
  Mutually exclusive with ?status=; both omitted keeps today's
  non-terminal default unchanged.
- Plan items now carry sourceConversationId so the chat thread can show
  only the proposals born in the open conversation.

OpenAPI regenerated; route tests cover the scope mappings, the
status+scope 422, and the provenance passthrough.

src/app/api/coach/plans/[id]/route.ts

@@ -117,6 +117,7 @@ export const PATCH = apiHandler(async (req: NextRequest, ctx: RouteCtx) => {
       targetEncrypted: true,
       status: true,
       reviewDate: true,
+      sourceConversationId: true,
       createdAt: true,
       updatedAt: true,
     },
@@ -148,6 +149,7 @@ export const PATCH = apiHandler(async (req: NextRequest, ctx: RouteCtx) => {
         target: null,
         status: row.status,
         reviewDate: row.reviewDate?.toISOString() ?? null,
+        sourceConversationId: row.sourceConversationId,
         createdAt: row.createdAt.toISOString(),
         updatedAt: row.updatedAt.toISOString(),
       },
@@ -177,6 +179,7 @@ export const PATCH = apiHandler(async (req: NextRequest, ctx: RouteCtx) => {
       target,
       status: row.status,
       reviewDate: row.reviewDate?.toISOString() ?? null,
+      sourceConversationId: row.sourceConversationId,
       createdAt: row.createdAt.toISOString(),
       updatedAt: row.updatedAt.toISOString(),
     },

src/app/api/coach/plans/__tests__/route.test.ts

@@ -175,11 +175,73 @@ describe("GET /api/coach/plans", () => {
     expect(where.status).toBe("proposed");
   });
 
+  it("maps ?scope=open to the standing set incl. review_due", async () => {
+    vi.mocked(prisma.coachPlan.findMany).mockResolvedValue([] as never);
+    await callGet("http://localhost/api/coach/plans?scope=open");
+    const where = vi.mocked(prisma.coachPlan.findMany).mock.calls[0]?.[0]
+      ?.where as { status: unknown };
+    expect(where.status).toEqual({
+      in: ["proposed", "active", "review_due"],
+    });
+  });
+
+  it("maps ?scope=past to the settled set", async () => {
+    vi.mocked(prisma.coachPlan.findMany).mockResolvedValue([] as never);
+    await callGet("http://localhost/api/coach/plans?scope=past");
+    const where = vi.mocked(prisma.coachPlan.findMany).mock.calls[0]?.[0]
+      ?.where as { status: unknown };
+    expect(where.status).toEqual({ in: ["met", "abandoned", "reviewed"] });
+  });
+
+  it("drops the status clause entirely for ?scope=all", async () => {
+    vi.mocked(prisma.coachPlan.findMany).mockResolvedValue([] as never);
+    await callGet("http://localhost/api/coach/plans?scope=all");
+    const where = vi.mocked(prisma.coachPlan.findMany).mock.calls[0]?.[0]
+      ?.where as Record<string, unknown>;
+    expect(where.userId).toBe("user-1");
+    expect(where.deletedAt).toBeNull();
+    expect("status" in where).toBe(false);
+  });
+
+  it("422s when both ?status= and ?scope= are given", async () => {
+    const res = await callGet(
+      "http://localhost/api/coach/plans?status=active&scope=all",
+    );
+    expect(res.status).toBe(422);
+  });
+
   it("422s on an invalid ?status=", async () => {
     const res = await callGet("http://localhost/api/coach/plans?status=bogus");
     expect(res.status).toBe(422);
   });
 
+  it("422s on an invalid ?scope=", async () => {
+    const res = await callGet("http://localhost/api/coach/plans?scope=bogus");
+    expect(res.status).toBe(422);
+  });
+
+  it("carries the source conversation id through to the item", async () => {
+    vi.mocked(prisma.coachPlan.findMany).mockResolvedValue([
+      {
+        id: "p1",
+        metric: "WEIGHT",
+        ifCueEncrypted: bytes("every morning"),
+        thenActionEncrypted: bytes("weigh in"),
+        targetEncrypted: null,
+        status: "proposed",
+        reviewDate: null,
+        sourceConversationId: "conv-9",
+        createdAt: new Date(),
+        updatedAt: new Date(),
+      },
+    ] as never);
+    const res = await callGet();
+    const body = (await res.json()) as {
+      data: { plans: Array<{ sourceConversationId: string | null }> };
+    };
+    expect(body.data.plans[0]?.sourceConversationId).toBe("conv-9");
+  });
+
   it("skips an undecryptable row rather than 500ing", async () => {
     vi.mocked(prisma.coachPlan.findMany).mockResolvedValue([
       {

src/app/api/coach/plans/route.ts

@@ -17,7 +17,9 @@
  * The owner is always narrowed from the session, never the body.
  *
  * `?status=proposed|active|met|abandoned` optionally filters the list (e.g.
- * the composer fetches `proposed` to surface confirm cards). Omitted returns
+ * the chat thread fetches `proposed` to surface confirm cards). `?scope=`
+ * pulls a named status group instead (`open` | `past` | `all`) so the plans
+ * management page reads its whole ledger in one round-trip. Omitted returns
  * the non-terminal set (proposed + active), newest first.
  */
 import { apiHandler, requireAuth } from "@/lib/api-handler";
@@ -28,6 +30,12 @@ import { requireModuleEnabled } from "@/lib/modules/gate";
 import { decryptFromBytes } from "@/lib/ai/coach/bytes-codec";
 import { coachPlansListQuerySchema } from "@/lib/validations/coach-plan";
 
+/** The status sets behind the named `?scope=` groups (`all` = no filter). */
+const SCOPE_STATUSES: Record<"open" | "past", string[]> = {
+  open: ["proposed", "active", "review_due"],
+  past: ["met", "abandoned", "reviewed"],
+};
+
 export const GET = apiHandler(async (req: Request) => {
   const { user } = await requireAuth();
   // Coach module gate (operator availability + disableCoach), mirroring the
@@ -38,16 +46,23 @@ export const GET = apiHandler(async (req: Request) => {
   const url = new URL(req.url);
   const parsed = coachPlansListQuerySchema.safeParse({
     status: url.searchParams.get("status") ?? undefined,
+    scope: url.searchParams.get("scope") ?? undefined,
   });
   if (!parsed.success) {
     return returnAllZodIssues(parsed.error, 422);
   }
 
-  // No status filter → the non-terminal set (the actionable plans). An
-  // explicit status filters to exactly that status.
+  // No filter → the non-terminal set (the actionable plans). An explicit
+  // status filters to exactly that status; a scope selects a named group
+  // (`all` drops the status clause entirely).
+  const scope = parsed.data.scope;
   const statusWhere = parsed.data.status
     ? { status: parsed.data.status }
-    : { status: { in: ["proposed", "active"] } };
+    : scope === "all"
+      ? {}
+      : scope
+        ? { status: { in: SCOPE_STATUSES[scope] } }
+        : { status: { in: ["proposed", "active"] } };
 
   const rows = await prisma.coachPlan.findMany({
     where: { userId: user.id, deletedAt: null, ...statusWhere },
@@ -60,6 +75,7 @@ export const GET = apiHandler(async (req: Request) => {
       targetEncrypted: true,
       status: true,
       reviewDate: true,
+      sourceConversationId: true,
       createdAt: true,
       updatedAt: true,
     },
@@ -73,6 +89,7 @@ export const GET = apiHandler(async (req: Request) => {
     target: string | null;
     status: string;
     reviewDate: string | null;
+    sourceConversationId: string | null;
     createdAt: string;
     updatedAt: string;
   }> = [];
@@ -104,6 +121,9 @@ export const GET = apiHandler(async (req: Request) => {
       target,
       status: row.status,
       reviewDate: row.reviewDate?.toISOString() ?? null,
+      // Provenance for the chat surface: the thread only shows proposal
+      // cards born in the OPEN conversation, never strays from another one.
+      sourceConversationId: row.sourceConversationId,
       createdAt: row.createdAt.toISOString(),
       updatedAt: row.updatedAt.toISOString(),
     });