Skip to Content

Module: ai_sam_members

Module: ai_sam_members

Agent Intelligence File - Read this FIRST for routing and context

Identity

Field Value
Technical Name ai_sam_members
Version 18.0.2.0.0
Source Path D:\github_repos\07_samai_website_and_options\ai_sam_members
Manifest D:\github_repos\07_samai_website_and_options\ai_sam_members\__manifest__.py
Documentation D:\github_repos\30_samai_saas_host_management\samai_software_documentation\docs\04_modules\ai_sam_members\
Online URL https://sme.ec/documentation/modules/ai-sam-members
Status Active
Last Verified 2025-01-26

Quick Summary

ai_sam_members provides a complete membership management system for the SAM AI platform. It supports free, founding member (first 100 at $27/month), and paid member ($97/month) tiers. Includes member signup portal, automated welcome emails, portal access control, and usage tracking (sessions, messages, knowledge nodes). The module uses inherits delegation from res.partner for contact info.

Dependencies

Odoo Module Dependencies

  • base - Core Odoo
  • base_automation - Automated actions for welcome emails
  • portal - Portal access
  • website - Signup pages
  • mail - Email templates
  • ai_sam - SAM AI Core (framework, menus)

Python Libraries Required

  • None additional (uses base Odoo)

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

  • Member tiers - Free, Founding (#1-100 at $27/month), and Paid ($97/month)
  • Automatic pricing - Founding members locked in at $27/month for life
  • Signup portal - Public signup form creates member accounts
  • Welcome automation - Automated welcome emails on signup
  • Usage tracking - Track sessions, messages, and knowledge nodes per member
  • Funnel stages - Track visitor > lead > free > paid > SaaS progression

For Developers (Technical Reference)

Component Count Details
Models 2 sam.member (new), res.partner (inherit)
Controllers 1 Signup controller (implied in signup_template)
Views 4 Member views, menu, signup template, portal
Email Templates 1 Welcome email
Automated Actions 1 Welcome email trigger
Security Rules 3 ir.model.access.csv (3 rules: free read-only, paid read+write, admin full)

Key Files:
- models/sam_member.py - Core member model with tiers and pricing
- models/res_partner.py - Partner extensions
- views/signup_template.xml - Public signup form
- views/portal_templates.xml - Member portal pages
- data/mail_templates.xml - Welcome email template
- data/automated_actions.xml - Welcome email automation

Agent Instructions

When to Use This Knowledge

  • User asks about: members, membership, founding members, member pricing
  • User wants to: sign up, manage members, check member tier, founding member status
  • User mentions: $27, $97, first 100, member portal, subscription tier
  • /sam - SAM AI chat integration
  • /cto-developer - For implementation changes

Delegate To

  • /cto-architect - For membership tier changes
  • /cto-developer - For code implementation

Cross-References

  • ai_sam - SAM AI Core (depends on)
  • ai_sam_base - For brain/intelligence integration
  • ai_sam_e_learning - For learning portal access

Known Gotchas (Painfully Learned)

  1. Inherits vs Inherit - Uses _inherits delegation from res.partner, meaning sam.member has its own table but delegates fields to res.partner. Don't confuse with standard _inherit.

  2. Founding number constraint - founding_number must be 1-100 or NULL. Unique constraint prevents duplicates.

  3. User uniqueness - One user can only have one member record (constraint enforced).

  4. Monthly price is computed - Based on member_type and is_founding_member, not directly editable.

Verification Checklist

  • [x] Source path exists and is correct
  • [x] Version matches manifest.py
  • [x] Dependencies list is current
  • [x] Model count matches reality (2)
  • [x] Quick summary accurately describes module
  • [x] Cross-references are valid

Last Verification: 2025-01-26 by CTO Module Docs Reviewer (enhanced to 10/10)

Change History

Date Change By
2025-01-26 Initial four-file documentation creation CTO Module Documentor
Was this helpful?