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Module: ai_sam_email_marketing

Module: ai_sam_email_marketing

Agent Intelligence File - Read this FIRST for routing and context

Identity

Field Value
Technical Name ai_sam_email_marketing
Version 18.0.1.0.0
Source Path D:\github_repos\06_samai_extras\ai_sam_email_marketing
Manifest D:\github_repos\06_samai_extras\ai_sam_email_marketing\__manifest__.py
Documentation D:\github_repos\30_samai_saas_host_management\samai_software_documentation\docs\04_modules\ai_sam_email_marketing\
Online URL https://sme.ec/documentation/modules/ai-sam-email-marketing
Status Active
Last Verified 2025-01-26

Quick Summary

ai_sam_email_marketing provides AI-powered email campaign creation integrated with Odoo's native Email Marketing (mass_mailing). It features a chat-based interface for iterative email generation, file upload support (JSON/HTML/Markdown), template versioning with history, and direct integration to create Odoo mailings. The module tracks AI generation requests with full cost and performance analytics.

Dependencies

Odoo Module Dependencies

  • base
  • mail - Email threading
  • mass_mailing - Odoo Email Marketing campaigns
  • ai_sam - SAM AI core framework

Python Libraries Required

  • None additional (uses base Odoo + ai_sam dependencies)

For End Users (What Can This Do For Me?)

  • Chat-based email creation - Describe what you want, AI generates the email
  • Iterative refinement - Keep chatting until the email is perfect
  • File upload support - Upload JSON, HTML, or Markdown to convert to emails
  • Template history - Track all versions and iterations
  • Direct to Odoo mailing - One click to create a ready-to-send campaign

For Developers (Technical Reference)

Component Count Details
Models 3 ai.email.campaign, ai.email.template, ai.email.generation.request
Controllers 1 ai_email_controller.py (3 routes)
Views 4 Campaign, template, generation request views, menus
JS Files 0 Assets commented out in manifest
Security Rules 6 User + public access for all models

Key Files:
- models/ai_email_campaign.py - Campaign management with AI context
- models/ai_email_template.py - Generated templates with versioning
- models/ai_email_generation_request.py - AI request tracking/analytics
- models/mailing_mailing_inherit.py - Extends Odoo mailing
- controllers/ai_email_controller.py - Upload and preview routes

Agent Instructions

When to Use This Knowledge

  • User asks about: email marketing, AI emails, email campaigns, email templates, mass mailing
  • User wants to: create email campaigns, generate marketing emails, AI-write emails
  • User mentions: ai_sam_email_marketing, email generation, newsletter creation
  • /cto-developer - For implementation or customization work
  • /cmo - For marketing strategy questions

Delegate To

  • /cto - For architecture decisions about this module
  • /cto-developer - For implementation work
  • /cmo - For marketing campaign strategy

Cross-References

  • Parent Module: docs/04_modules/ai_sam/ (AI framework)
  • Related: docs/04_modules/mass_mailing/ (Odoo native)
  • ai_sam - Provides AI services and conversation handling
  • mass_mailing - Odoo's email marketing (extended by this module)
  • mass_mailing_document_import - Related document import functionality

Known Gotchas (Painfully Learned)

  1. JS assets are commented out - The chat UI components exist but are disabled in manifest
  2. Manifest needs updating - author/website don't match SAM AI standards
  3. AI service stub - Uses stub AI service for development (plug-and-play design)
  4. Versioning auto-marks previous - Creating a new template marks all previous as is_latest=False

Verification Checklist

  • [x] Source path exists and is correct
  • [x] Version matches manifest.py (18.0.1.0.0)
  • [x] Dependencies list is current
  • [x] Model count matches reality (3 models + 1 inherit)
  • [x] Controller count matches reality (1 controller, 3 routes)
  • [x] Quick summary accurately describes module
  • [x] Cross-references are valid
  • [x] Known gotchas are documented

Last Verification: 2025-01-26 by CTO Module Docs Agent

Change History

Date Change By
2025-01-26 Initial creation - four-file standard CTO Module Docs Agent
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