docs: create roadmap (4 phases)

Phases:
1. Foundation: Database models and IMAP utilities
2. Account Management: Admin UI for email configuration (ACCT-01 to ACCT-07)
3. Email Ingestion: Sync engine and retention cleanup (SYNC-01 to SYNC-09, RETN-01 to RETN-05)
4. Query Tools: LangChain email analytics (QUERY-01 to QUERY-06)

All v1 requirements mapped to phases.

.planning/REQUIREMENTS.md

@@ -82,13 +82,39 @@ Which phases cover which requirements. Updated during roadmap creation.
 
 | Requirement | Phase | Status |
 |-------------|-------|--------|
-| (To be populated by roadmap) | | |
+| ACCT-01 | Phase 2 | Pending |
+| ACCT-02 | Phase 2 | Pending |
+| ACCT-03 | Phase 2 | Pending |
+| ACCT-04 | Phase 2 | Pending |
+| ACCT-05 | Phase 2 | Pending |
+| ACCT-06 | Phase 2 | Pending |
+| ACCT-07 | Phase 2 | Pending |
+| SYNC-01 | Phase 3 | Pending |
+| SYNC-02 | Phase 3 | Pending |
+| SYNC-03 | Phase 3 | Pending |
+| SYNC-04 | Phase 3 | Pending |
+| SYNC-05 | Phase 3 | Pending |
+| SYNC-06 | Phase 3 | Pending |
+| SYNC-07 | Phase 3 | Pending |
+| SYNC-08 | Phase 3 | Pending |
+| SYNC-09 | Phase 3 | Pending |
+| RETN-01 | Phase 3 | Pending |
+| RETN-02 | Phase 3 | Pending |
+| RETN-03 | Phase 3 | Pending |
+| RETN-04 | Phase 3 | Pending |
+| RETN-05 | Phase 3 | Pending |
+| QUERY-01 | Phase 4 | Pending |
+| QUERY-02 | Phase 4 | Pending |
+| QUERY-03 | Phase 4 | Pending |
+| QUERY-04 | Phase 4 | Pending |
+| QUERY-05 | Phase 4 | Pending |
+| QUERY-06 | Phase 4 | Pending |
 
 **Coverage:**
 - v1 requirements: 25 total
-- Mapped to phases: 0
+- Mapped to phases: 25
-- Unmapped: 25 ⚠️
+- Unmapped: 0
 
 ---
 *Requirements defined: 2026-02-04*
-*Last updated: 2026-02-04 after initial definition*
+*Last updated: 2026-02-07 after roadmap creation*

.planning/ROADMAP.md

@@ -0,0 +1,94 @@
+# Roadmap: SimbaRAG Email Integration
+
+## Overview
+
+Add IMAP email ingestion to SimbaRAG's existing document/finance/meal analytics capabilities. Admin users can configure email accounts, system syncs and embeds emails into ChromaDB on a schedule, automatically purges emails older than 30 days, and provides LangChain tools for inbox analytics through natural conversation.
+
+## Phases
+
+**Phase Numbering:**
+- Integer phases (1, 2, 3): Planned milestone work
+- Decimal phases (2.1, 2.2): Urgent insertions (marked with INSERTED)
+
+Decimal phases appear between their surrounding integers in numeric order.
+
+- [ ] **Phase 1: Foundation** - Database models and IMAP utilities
+- [ ] **Phase 2: Account Management** - Admin UI for configuring email accounts
+- [ ] **Phase 3: Email Ingestion** - Sync engine, embeddings, retention cleanup
+- [ ] **Phase 4: Query Tools** - LangChain tools for email analytics
+
+## Phase Details
+
+### Phase 1: Foundation
+**Goal**: Core infrastructure for email ingestion is in place
+**Depends on**: Nothing (first phase)
+**Requirements**: None (foundational infrastructure)
+**Success Criteria** (what must be TRUE):
+  1. Database tables exist for email accounts, sync status, and email metadata
+  2. IMAP connection utility can authenticate and list folders from test server
+  3. Email body parser extracts text from both plain text and HTML formats
+  4. Encryption utility securely stores and retrieves IMAP credentials
+**Plans**: TBD
+
+Plans:
+- [ ] 01-01: TBD
+
+### Phase 2: Account Management
+**Goal**: Admin users can configure and manage IMAP email accounts
+**Depends on**: Phase 1
+**Requirements**: ACCT-01, ACCT-02, ACCT-03, ACCT-04, ACCT-05, ACCT-06, ACCT-07
+**Success Criteria** (what must be TRUE):
+  1. Admin can add new IMAP account with host, port, username, password, folder selection
+  2. Admin can test IMAP connection and see success/failure before saving
+  3. Admin can view list of configured accounts with masked credentials
+  4. Admin can edit existing account configuration and delete accounts
+  5. Only users in lldap_admin group can access email account endpoints
+**Plans**: TBD
+
+Plans:
+- [ ] 02-01: TBD
+
+### Phase 3: Email Ingestion
+**Goal**: System automatically syncs emails, creates embeddings, and purges old content
+**Depends on**: Phase 2
+**Requirements**: SYNC-01, SYNC-02, SYNC-03, SYNC-04, SYNC-05, SYNC-06, SYNC-07, SYNC-08, SYNC-09, RETN-01, RETN-02, RETN-03, RETN-04, RETN-05
+**Success Criteria** (what must be TRUE):
+  1. System connects to configured IMAP accounts and fetches messages from selected folders
+  2. System parses email metadata (subject, sender, date) and extracts body text from plain/HTML
+  3. System generates embeddings and stores emails in ChromaDB with metadata
+  4. System performs scheduled sync at configurable intervals (default hourly)
+  5. System tracks last sync timestamp and performs incremental sync (only new emails)
+  6. System automatically purges emails older than retention period (default 30 days)
+  7. Admin can view sync logs showing success/failure, counts, and errors
+**Plans**: TBD
+
+Plans:
+- [ ] 03-01: TBD
+
+### Phase 4: Query Tools
+**Goal**: Admin users can query email content through conversational interface
+**Depends on**: Phase 3
+**Requirements**: QUERY-01, QUERY-02, QUERY-03, QUERY-04, QUERY-05, QUERY-06
+**Success Criteria** (what must be TRUE):
+  1. LangChain agent has tool to search emails by content, sender, or date range
+  2. Agent can identify most frequent senders in a timeframe
+  3. Agent can analyze subject lines and identify common topics
+  4. Agent can detect subscription/newsletter patterns (recurring senders, unsubscribe links)
+  5. Agent can answer time-based queries ("emails this week", "emails in January")
+  6. Only admin users can query email content via conversation interface
+**Plans**: TBD
+
+Plans:
+- [ ] 04-01: TBD
+
+## Progress
+
+**Execution Order:**
+Phases execute in numeric order: 1 → 2 → 3 → 4
+
+| Phase | Plans Complete | Status | Completed |
+|-------|----------------|--------|-----------|
+| 1. Foundation | 0/1 | Not started | - |
+| 2. Account Management | 0/1 | Not started | - |
+| 3. Email Ingestion | 0/1 | Not started | - |
+| 4. Query Tools | 0/1 | Not started | - |

.planning/STATE.md

@@ -0,0 +1,64 @@
+# Project State
+
+## Project Reference
+
+See: .planning/PROJECT.md (updated 2026-02-04)
+
+**Core value:** Personal information retrieval through natural conversation - ask about any aspect of your documented life (papers, finances, meals, emails) and get accurate, context-aware answers.
+**Current focus:** Phase 1 - Foundation
+
+## Current Position
+
+Phase: 1 of 4 (Foundation)
+Plan: Ready to plan
+Status: Ready to plan
+Last activity: 2026-02-07 — Roadmap created
+
+Progress: [░░░░░░░░░░] 0%
+
+## Performance Metrics
+
+**Velocity:**
+- Total plans completed: 0
+- Average duration: N/A
+- Total execution time: 0 hours
+
+**By Phase:**
+
+| Phase | Plans | Total | Avg/Plan |
+|-------|-------|-------|----------|
+| - | - | - | - |
+
+**Recent Trend:**
+- Last 5 plans: N/A
+- Trend: N/A
+
+*Updated after each plan completion*
+
+## Accumulated Context
+
+### Decisions
+
+Decisions are logged in PROJECT.md Key Decisions table.
+Recent decisions affecting current work:
+
+- IMAP only (no SMTP): User wants inbox analytics, not sending capabilities
+- Admin-only access: Email is privacy-sensitive, limit to trusted admins
+- 30-day retention: Balance utility with privacy/storage concerns
+- Scheduled sync: Reduces server load vs real-time polling
+- No attachment indexing: Complexity vs value, focus on text content first
+- ChromaDB for emails: Reuse existing vector store, no new infrastructure
+
+### Pending Todos
+
+None yet.
+
+### Blockers/Concerns
+
+None yet.
+
+## Session Continuity
+
+Last session: 2026-02-07
+Stopped at: Roadmap creation complete
+Resume file: None