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Schema: ai_sam_members

Schema: ai_sam_members

Technical Truth - Models, API endpoints, and data structures

Module Overview

Attribute Value
Technical Name ai_sam_members
Version 18.0.2.0.0
Total Models 2 (1 new, 1 inherited)
Total Controllers 1 (signup)
API Endpoints Portal routes

Models

sam.member (Primary Model)

Purpose: Member management with tiered pricing and usage tracking

Field Type Required Description
active Boolean No Archive flag (default: True)
partner_id Many2one Yes Delegated res.partner (cascade delete)
user_id Many2one Yes Login account for member
member_type Selection Yes free / founding / paid
monthly_price Float No Computed based on tier (stored)
founding_number Integer No 1-100 for founding members (unique)
is_founding_member Boolean No Computed: founding_number is 1-100
subscription_status Selection Yes active / trial / cancelled / expired
subscription_start Date No Start date
subscription_end Date No End date
total_sessions Integer No Chat session count
total_messages Integer No Message count
last_activity Datetime No Last activity timestamp
graph_nodes_count Integer No Knowledge nodes count
funnel_stage Selection Yes visitor / lead / free / paid / saas

Inherits: mail.thread, mail.activity.mixin
Inherits Delegation: res.partner (via partner_id)

Key Methods:
| Method | Purpose | Returns |
|--------|---------|---------|
| _compute_is_founding() | Check if founding_number is 1-100 | Updates is_founding_member |
| _compute_monthly_price() | Calculate price based on tier | Updates monthly_price |
| get_portal_url() | Get appropriate portal URL | "/my/sam" or "/my/elearning" |

SQL Constraints:
- founding_number_unique - founding_number must be unique
- founding_number_range - founding_number must be 1-100 or NULL

Python Constraints:
- _check_unique_user - One user can only have one member record

res.partner (Inherited)

Purpose: Extend partner with membership fields (if any)

Note: Primary membership data is in sam.member via inherits delegation

Member Types and Pricing

Type Condition Monthly Price
free Default $0
founding founding_number 1-100 $27
paid Standard paid $97

Funnel Stages

Stage Description
visitor Anonymous website visitor
lead Captured lead (email collected)
free Free member signup complete
paid Paying member
saas Full SaaS customer

Subscription Status

Status Description
active Active subscription
trial In trial period
cancelled User cancelled
expired Subscription expired

Data Relationships Diagram

┌─────────────────────────┐
│      sam.member         │
│                         │
│  - member_type          │
│  - founding_number      │
│  - subscription_status  │
│  - partner_id ──────────┼─────┐ (_inherits delegation)
│  - user_id ─────────────┼──────► res.users
└─────────────────────────┘     │
                                ▼
                    ┌─────────────────────┐
                    │    res.partner      │
                    │                     │
                    │  - name             │
                    │  - email            │
                    │  - phone            │
                    │  - (all partner     │
                    │    fields)          │
                    └─────────────────────┘

Security Rules

Model Group Read Write Create Delete
sam.member group_sam_free_member Yes No No No
sam.member group_sam_paid_member Yes Yes No No
sam.member group_sam_admin Yes Yes Yes Yes

Custom Security Groups (security_groups.xml):
- group_sam_free_member - Free tier members (read-only access)
- group_sam_paid_member - Paid/Founding members (can edit own record)
- group_sam_admin - Full administrative access

Email Templates

Welcome Email (mail_templates.xml)

  • Template Name: SAM AI Welcome
  • Model: sam.member
  • Trigger: Automated action on create

Automated Actions

Welcome Email Automation

  • Trigger: On create of sam.member
  • Action: Send welcome email template
  • Condition: member_type in ('free', 'founding', 'paid')

Portal Routes

Route Access Description
/my/sam Paid/Founding Full SAM portal
/my/elearning Free eLearning only portal

Database Tables

Table Name Model Purpose
sam_member sam.member Member records

Change History

Date Change By
2025-01-26 Initial schema documentation CTO Module Documentor
2025-01-26 Enhanced to 10/10: Corrected security groups CTO Module Docs Reviewer
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