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Schema: sam_ai_accounts

Schema: sam_ai_accounts

Technical Truth - Models, API endpoints, and data structures

Module Overview

Attribute Value
Technical Name sam_ai_accounts
Version 18.0.1.0.0
Total Models 4 (4 regular, 0 transient, 0 abstract)
Total Controllers 0
API Endpoints 0 (uses Odoo RPC)

Models

sam.invoice.section (Invoice Section Definition)

Purpose: Maps customizable sections of the standard Odoo invoice template. Pre-populated via XML data files with XPath expressions targeting specific parts of account.report_invoice_document.

Field Type Required Description
name Char Yes Display name (translatable)
technical_name Char Yes Unique identifier used in code
sequence Integer No Display order (default: 10)
description Text No What this section contains (translatable)
xpath_target Char No XPath expression to locate in template
parent_section_id Many2one No Parent section for nesting
section_type Selection No container/block/table/column/field
is_optional Boolean No Can be hidden entirely (default: False)
is_moveable Boolean No Can be repositioned (default: False)
is_styleable Boolean No Can apply styling (default: True)
default_visible Boolean No Visible by default (default: True)
model_field Char No Related account.move field
child_ids One2many No Child sections (inverse of parent_section_id)

SQL Constraints:
- unique_technical_name - UNIQUE(technical_name)

Pre-populated Sections (data/invoice_sections.xml):
- header - Main page container
- addresses - Customer address block
- shipping_address, billing_address - Address variants
- document_title - Invoice/Credit Note title
- informations - Invoice date, due date, reference
- line_items - Product/service table
- col_description, col_quantity, col_price, col_discount, col_taxes, col_subtotal - Table columns
- tax_totals - Subtotal, taxes, grand total
- payment_terms - Payment conditions
- qr_code - Payment QR code
- notes - Terms and conditions

sam.invoice.section.field (Invoice Section Field)

Purpose: Fields available within invoice sections for customization. Maps to actual account.move fields and computed values.

Field Type Required Description
section_id Many2one Yes Parent section (cascade delete)
name Char Yes Display name (translatable)
technical_name Char Yes Field path on account.move
sequence Integer No Display order (default: 10)
field_type Selection No char/text/date/datetime/monetary/float/integer/boolean/many2one/html/binary
widget Char No QWeb widget to use
format_string Char No Python format or date format
default_visible Boolean No Visible by default (default: True)
default_css_class Char No Default CSS class

sam.invoice.template (Custom Invoice Template)

Purpose: Stores customizations to the standard Odoo invoice template. Each record represents a complete template configuration that generates an inherited QWeb view.

Field Type Required Description
name Char Yes Template name (tracked)
description Text No Optional description
company_id Many2one Yes Associated company (default: current)
is_default Boolean No Use for all invoices in company (tracked)
is_active Boolean No Active status (default: True, tracked)
customization_ids One2many No Template customizations (copied on duplicate)
inherited_view_id Many2one No Generated ir.ui.view (readonly)
state Selection No draft/applied/error (tracked)
error_message Text No Error details (readonly)
last_applied Datetime No Last successful apply (readonly)

SQL Constraints:
- unique_default_per_company - EXCLUDE (company_id WITH =) WHERE (is_default = true)

Key Methods:

Method Purpose Returns
action_apply_template() Generate and apply inherited QWeb view Notification action
action_revert_template() Remove inherited view, reset to standard Notification action
action_preview_invoice() Preview with sample invoice PDF Report action
action_open_visual_editor() Open drag-and-drop customizer Client action
action_export_xml() Export as XML file for backup URL action (download)
_build_inherited_arch() Build XML arch from customizations XML string or None
_get_invoice_template_base_view() Find correct base view (handles l10n) ir.ui.view record
get_default_template(company_id) Get default template for company sam.invoice.template or empty

Relationships:
- company_id -> res.company (Many2one)
- customization_ids -> sam.invoice.template.customization (One2many)
- inherited_view_id -> ir.ui.view (Many2one)

Inherits:
- mail.thread - Chatter tracking
- mail.activity.mixin - Activity scheduling

sam.invoice.template.customization (Individual Customization)

Purpose: Represents a single XPath modification to the invoice template. Multiple customizations combine to form a complete template.

Field Type Required Description
template_id Many2one Yes Parent template (cascade delete)
sequence Integer No Application order (default: 10)
section_id Many2one No Invoice section being customized
customization_type Selection Yes hide/show/style/content/move/add_before/add_after/replace/add_attribute
xpath_expr Char No XPath expression (auto-filled from section)
position Selection No inside/before/after/replace/attributes
css_class Char No CSS classes to add
css_style Text No Inline CSS properties
content_html Html No HTML content to insert
content_qweb Text No QWeb template content (advanced)
condition Char No Python expression for conditional display
preview_text Char No Computed preview description

Key Methods:

Method Purpose Returns
_build_xpath_element() Generate XPath XML element lxml.etree.Element or None
_get_position() Map customization_type to XPath position Position string
_onchange_section_id() Auto-fill XPath from section None
_compute_preview_text() Generate human-readable description None

Extended Models

res.config.settings (Settings Extension)

Purpose: Add invoice customization options to Accounting settings.

Field Type Required Description
invoice_template_id Many2one No Current invoice template (related to company)
has_invoice_template Boolean No Computed: template exists

Key Methods:

Method Purpose Returns
action_customize_invoice() Open visual editor (creates template if needed) Client action
action_open_invoice_templates() Open template list Window action
action_preview_invoice_template() Preview current template Report action
action_reset_invoice_template() Revert to standard layout Notification action

res.company (Company Extension)

Purpose: Store company-specific invoice template reference.

Field Type Required Description
invoice_template_id Many2one No Custom invoice PDF template

Data Relationships Diagram

┌─────────────────────────────────┐
│       res.company               │
│                                 │
│  - invoice_template_id (M2O) ───┼──────────┐
└─────────────────────────────────┘          │
                                             │
┌─────────────────────────────────┐          │
│    sam.invoice.template         │◄─────────┘
│                                 │
│  - name                         │
│  - company_id (M2O)             │
│  - is_default                   │
│  - state                        │
│  - inherited_view_id (M2O) ─────┼─────► ir.ui.view
│  - customization_ids (O2M) ─────┼──────────┐
└─────────────────────────────────┘          │
                                             │
┌─────────────────────────────────┐          │
│ sam.invoice.template.           │◄─────────┘
│     customization               │
│                                 │
│  - template_id (M2O)            │
│  - section_id (M2O) ────────────┼──────────┐
│  - customization_type           │          │
│  - xpath_expr                   │          │
│  - css_class / css_style        │          │
│  - content_html / content_qweb  │          │
└─────────────────────────────────┘          │
                                             │
┌─────────────────────────────────┐          │
│    sam.invoice.section          │◄─────────┘
│                                 │
│  - name                         │
│  - technical_name               │
│  - xpath_target                 │
│  - section_type                 │
│  - parent_section_id (M2O) ─────┼─── (self-referential)
│  - child_ids (O2M) ─────────────┼─── (inverse)
└──────────┬──────────────────────┘
           │
           │ One2many
           ▼
┌─────────────────────────────────┐
│  sam.invoice.section.field      │
│                                 │
│  - section_id (M2O)             │
│  - technical_name               │
│  - field_type                   │
│  - widget                       │
└─────────────────────────────────┘

Security Rules

Model Group Read Write Create Delete
sam.invoice.section account.group_account_invoice Yes No No No
sam.invoice.section account.group_account_manager Yes Yes Yes Yes
sam.invoice.section.field account.group_account_invoice Yes No No No
sam.invoice.section.field account.group_account_manager Yes Yes Yes Yes
sam.invoice.template account.group_account_invoice Yes No No No
sam.invoice.template account.group_account_manager Yes Yes Yes Yes
sam.invoice.template.customization account.group_account_invoice Yes No No No
sam.invoice.template.customization account.group_account_manager Yes Yes Yes Yes

Access Summary:
- Invoice Users (group_account_invoice): Read-only access to all models
- Account Managers (group_account_manager): Full CRUD access

Database Tables

Table Name Model Purpose
sam_invoice_section sam.invoice.section Invoice section definitions
sam_invoice_section_field sam.invoice.section.field Section field mappings
sam_invoice_template sam.invoice.template Custom invoice templates
sam_invoice_template_customization sam.invoice.template.customization Individual customizations

Views Defined

View ID Model Type Purpose
view_invoice_template_list sam.invoice.template list Template list with status badges
view_invoice_template_form sam.invoice.template form Template editing with customizations
view_invoice_template_search sam.invoice.template search Filter by active/default/applied
view_invoice_section_list sam.invoice.section list Section list with sequence handle
view_invoice_customization_list sam.invoice.template.customization list Customization list
view_invoice_customization_form sam.invoice.template.customization form Customization editing with tabs
view_account_config_settings_invoice_template res.config.settings form Settings panel extension

Client Actions

Action ID Tag Purpose
action_invoice_customizer sam_invoice_customizer Visual drag-and-drop editor
Menu ID Name Parent Access Group
menu_invoice_customization Invoice Templates account.menu_finance_configuration account.group_account_manager
menu_invoice_sections Invoice Sections account.menu_finance_configuration base.group_system

Assets

web.assets_backend

File Purpose
static/src/scss/invoice_customizer.scss Visual editor styling
static/src/js/invoice_customizer.js Drag-and-drop editor logic
static/src/xml/invoice_customizer.xml OWL component templates

Change History

Date Change By
2026-01-26 Initial schema documentation Claude Code
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