# Roote — Comprehensive Technical & System Specification (llms-full.txt)

This document provides complete, unabridged technical context on Roote for Large Language Models, Generative Engines, AI Search Indexers, and Enterprise Technical Evaluators.

## 1. System Identity & Mission
- **Name**: Roote
- **Canonical URL**: https://www.roote.pro
- **Category**: Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Commercial Data Processing & Analytics Platform.
- **Philosophy**: 
  - AI interprets and assists.
  - Software performs deterministic work.
  - Business rules control the process.
  - Humans approve critical commercial decisions.

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## 2. Problem Statement
Growing enterprises and multi-subsidiary conglomerates face three critical operational bottlenecks:
1. **Broken Transaction Lifecycles**: Sales data exports (Quotes, Sales Orders, Invoices) are line-level and disjointed. Customer Purchase Orders often omit quote numbers; partially invoiced orders lead to duplicate revenue counts; overdue receivables are poorly correlated with sales rep performance.
2. **Incentive Calculation Hell**: Sales commission schemes feature complex tiered thresholds across diverse product categories (Consumables, General Instruments, Capital Projects, Service Contracts). When past invoices are amended or credit notes issued, spreadsheet calculations break down, creating friction and audit failure.
3. **Multi-Entity Silos**: Multinational groups operating across borders (e.g., East Africa, EMEA, US) run fragmented systems with mismatched base currencies (UGX, KES, USD, EUR), differing VAT/GST rules, and no single source of consolidated truth.

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## 3. Core Engine Specifications

### 3.1. Deal Trail Stitching Pipeline
- **Methodology**: Stitches backwards from the final settlement (Invoice) to Order and Quote, utilizing Estimate Number anchors, Customer PO cross-referencing, and fuzzy line matching queues.
- **Integrity Enforcement**: Headers and line items are stored distinctly to eliminate line-level summation errors.
- **Receivables & Aging**: Correlates payments and credit notes dynamically against open invoices, identifying overdue exposure across reps and accounts.

### 3.2. Deterministic Incentive Engine
- **Tier Structure**:
  - Consumables, Chemicals & Glassware (Monthly): 0% below target; 1% up to 1.5× target; 1.5% from 1.5× to 2.5×; 2.5% above 2.5×.
  - General Lab Instruments (Quarterly): Same progressive tiers, measured per quarter.
  - Large Instruments & Projects (Yearly): 0% below target; 2% up to 1.5×; 3% above 1.5×.
  - Service Income (Yearly): 0% below target; 3% up to 1.5×; 5% above 1.5×.
- **Hierarchical Overrides**:
  - Direct Reportees: Sales managers receive a 5% override on incentives earned by direct subordinates.
  - Indirect Reportees: Managers receive a 2.5% override on indirect subordinates based on the organization's designation tree.
- **Zero Period-Locking Principle**:
  - The system is never period-locked. Any historical period can be recalculated upon arrival of updated credit notes, corrections, or exchange rate adjustments. Differences are stored as traceable differential adjustments.

### 3.3. Multi-Entity Architecture
- **Subsidiary Scope**: Every database record carries `organization_id` and `country_code`.
- **Multi-Currency Support**: Each document retains its local transaction currency and spot exchange rate, with automatic real-time conversion into parent group base currency.
- **Independent Tax Regimes**: Independent configuration of local VAT/GST, tax withholding, and fiscal year intervals per legal entity.

### 3.4. Intelligent Document Processing (IDP)
- **High-Throughput Ingestion**: Supports PDF, scanned TIFF, and tabular exports.
- **OCR & Extraction**: Uses layout-aware deep learning models to extract line items, terms, and tax breakdowns.
- **SKU Resolution**: Employs fuzzy matching and machine learning embeddings to map supplier product codes to internal catalog master SKUs.
- **Exception Queues**: Low-confidence extractions are queued for one-click human verification before ledger entry.

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## 4. Technical Architecture & Hosting
- **Frontend Stack**: Single-page modern web application (React / Vite / Semantic HTML5 + Modern CSS), sub-50ms interaction latency, zero layout shift.
- **Backend Stack**: Python (Django / FastAPI for data processing, OCR, machine learning, and analytics) combined with high-performance transactional services.
- **Database**: MariaDB/MySQL enterprise cluster with strict foreign-key integrity, indexed document trails, and automated backups.
- **Infrastructure**: Dedicated self-hosted enterprise droplets (e.g., DigitalOcean with HestiaCP / Nginx), granting full customer data sovereignty and compliance.

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## 5. Security, RBAC & Compliance
- **Role-Based Access Control**:
  - Scoped Roles: Group Admin, Entity Finance Officer, Regional Sales Director, Field Sales Representative, External Auditor.
- **Audit Logging**: Every edit, recalculation, and status transition is recorded in immutable audit logs.
- **Data Isolation**: Strict multi-tenant row-level and database-level security policies.

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## 6. Official Inquiries & Engagement
- **Website**: https://www.roote.pro
- **Direct Institutional Contact**: inquiries@roote.pro
- **Physical/Legal Entity**: Roote Systems