Poolula Platform Documentation¶

Welcome to the Poolula Platform documentation. This system provides integrated property management, financial tracking, and compliance tools for Poolula LLC, a Colorado-based rental property business.

What is Poolula Platform?¶

Poolula Platform is a data hub and natural language query system that combines:

• Transaction Analysis - Automated categorization and querying of rental income, expenses, and capital transactions
• LLC Compliance Q&A - AI-powered assistant for answering questions about formation documents, operating agreements, insurance, leases, and tax obligations
• Verification System - Rigorous evaluation harness to validate AI responses against known correct answers

Key Features¶

🤖 AI-Powered Chatbot¶

Natural language interface for querying business data and documents:

• Ask questions like "What was my rental income in August 2025?"
• Search formation documents, operating agreements, and compliance records
• Get answers backed by database queries and document citations
• 4 persona-based help sections (LLC Owner, Bookkeeper, Property Manager, Compliance Officer)

📊 Transaction Management¶

Comprehensive financial tracking:

• Import transactions from Airbnb, bank statements, and expense receipts
• Automated categorization with 30+ expense categories
• Accrual accounting support
• Full provenance tracking (data lineage for all transactions)

📝 Document Management¶

Organized document storage and semantic search:

• Store and search LLC formation documents, insurance policies, leases, tax documents
• ChromaDB vector store for semantic document search
• Metadata tracking (doc_type, effective_date, version, confidentiality)

✅ Compliance Tracking¶

Never miss a deadline:

• Track LLC compliance obligations (Colorado periodic report, tax deadlines, insurance renewal)
• Automated reminders
• Recurring obligation support (yearly, quarterly, monthly)

🔍 Evaluation & Quality Assurance¶

Verify AI accuracy with dual specialized evaluators:

• General evaluator: 5 cross-domain business questions
• Airbnb evaluator: 15 rental income questions with CSV ground truth validation
• Multi-dimensional scoring (tool usage, content relevance, numerical accuracy within 1% tolerance)
• Multi-provider comparison (Anthropic, OpenAI, Ollama)
• Target: ≥90% overall accuracy

Quick Links¶

Architecture Overview¶

Poolula Platform uses a hybrid architecture:

graph TD
    A[Data Sources<br/>Airbnb, Banks, Manual] --> B[Import Scripts]
    B --> C[SQLite Database<br/>5 Tables]
    C --> D[FastAPI Service]
    D --> E[Chatbot RAG System]
    D --> F[Frontend<br/>Vanilla JS]
    D --> G[CLI Scripts]
    E --> H[(ChromaDB<br/>Vector Store)]

    style C fill:#4A7C59
    style E fill:#2C5282
    style H fill:#2C5282

Core Components:

• SQLite Database - Single source of truth for transactions, properties, documents, obligations
• FastAPI Service - REST API for all operations
• RAG System - Retrieval-Augmented Generation combining database queries + document search
• ChromaDB - Vector store for semantic document search
• Vanilla JS Frontend - Clean, framework-free web interface

Technology Stack¶

Backend:

• Python 3.13+ with uv package manager
• FastAPI (REST API)
• SQLModel (SQLAlchemy + Pydantic ORM)
• ChromaDB (vector embeddings)
• Anthropic Claude API (Sonnet 4.5 model)

Frontend:

• Vanilla JavaScript (no framework dependencies)
• HTML5 + CSS3
• Marked.js (markdown rendering)

Testing & Quality:

• pytest (≥80% coverage target)
• Evaluation harness (≥90% AI accuracy target)

Project Status¶

Current Phase: Phase 6-7 - DSPy/MLflow Integration

Completed:

✅ Database schema (5 core tables with full provenance tracking) ✅ SQLModel models with migrations (Alembic) ✅ FastAPI REST API (properties and chat endpoints operational) ✅ Database query tool (SELECT-only, safe SQL generation) ✅ RAG chatbot with Anthropic Claude (multi-provider support planned Phase 6-7) ✅ Chatbot with conversation history and audit logging ✅ Airbnb CSV import with accrual accounting and duplicate detection ✅ Vanilla JavaScript frontend with 4 persona sections ✅ Document ingestion with ChromaDB vector store ✅ Dual evaluation harnesses: - General business evaluator (5 questions) - Airbnb income evaluator (15 questions with CSV ground truth) ✅ MkDocs documentation site (46+ pages) ✅ 15 utility scripts for data management and evaluation

In Progress (Phase 6-7):

• Multi-provider LLM support (OpenAI, Ollama) - Planned Phase 6-7
• Cross-provider optimization and comparison

Next Steps:

• Complete remaining API endpoints (transactions, documents, obligations)
• Expand test coverage (≥80% target)
• Production hardening (authentication, field validation)

Getting Help¶

• Installation Issues: See Installation Guide
• API Questions: See API Reference
• General Questions: See FAQ
• Bug Reports: GitHub Issues

Last Updated: 2026-01-07 Version: 0.2.0 Status: Active Development (Phase 6-7: DSPy/MLflow Integration)