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SAM AI Customization Suite

SAM AI Customization Suite

Customize Odoo Without Code

The Problem You Know Too Well

Your team needs a field added to a form. Maybe the sales team wants to see "preferred contact method" on the partner view. Or finance needs an extra column in the invoice list.

Right now, that means: Find a developer. Explain what you want. Wait. Test. Deploy. Repeat for every tiny change.

Customization shouldn't require a developer for every field.

What If Anyone Could Customize Views?

Imagine clicking a button in the navbar, seeing all available fields in a sidebar, and simply dragging one into exactly where you want it. No code. No deployment. Just drag, drop, preview, save.

Need a new field that doesn't exist? Create it right there. x_custom_field, done.

That's View Customizer.

The WOW Factor - View Customizer

What You Get Why It Matters
Drag-and-Drop Fields Add existing fields to any view in seconds
Create Custom Fields Build x_* fields without technical knowledge
Undo/Redo Make mistakes? Just undo. Experiment freely.
Preview Before Apply See changes before they go live
Export as XML Backup customizations, migrate between databases
Three-Tier Security Users add fields, Managers create fields, Admins delete

How View Customizer Works

  1. Click the systray icon - Opens the customization sidebar
  2. Browse available fields - See every field on the model
  3. Drag into position - Drop after, before, or inside any element
  4. Preview changes - See exactly what it will look like
  5. Apply when ready - One click makes it live

That's it. No XML. No inheritance views. No module updates.

The Second WOW Factor - Report Builder

But wait, there's more. What about PDF reports?

Invoice layouts. Quote designs. Custom reports for management. Usually these require:
- QWeb template knowledge
- XML editing
- wkhtmltopdf debugging
- Multiple deploy cycles

Report Builder changes everything.

Visual Report Design

What You Get Why It Matters
Drag-and-Drop Canvas Position elements visually on the page
Dynamic Fields Pull data from any model field
Tables for Line Items Invoice lines, order lines - automatic iteration
Images & Logos Company logo, product images, static graphics
Barcodes & QR Codes Code128, EAN13, QR - just pick the field
Page Numbers Automatic page x of y
Style Presets Consistent look across reports

How Report Builder Works

  1. Create a new template - Name it, pick the target model
  2. Open Visual Builder - Full-screen canvas editor
  3. Drag elements onto canvas - Text, fields, images, tables
  4. Position and style - Move, resize, color, border
  5. Generate Report - Creates QWeb template automatically
  6. Preview with real data - See actual PDF output

QWeb generated for you. Professional reports without template coding.

Who Is This For?

SAM AI Customization Suite is perfect for:

  • Business analysts who know what fields they need
  • Managers who want quick view changes
  • Finance teams needing custom invoice layouts
  • Anyone tired of waiting for developers

This probably isn't for you if:

  • You prefer writing XML by hand
  • You enjoy debugging QWeb templates
  • You think customization should be hard

Real Example: Adding a Field

Before SAM AI Customization:
1. Create module directory
2. Write manifest.py
3. Create view inheritance XML
4. Write xpath expression
5. Test locally
6. Deploy to server
7. Upgrade module
8. Test again
9. Fix the typo in your xpath
10. Redeploy

After SAM AI Customization:
1. Click systray icon
2. Drag field to position
3. Click Apply

Time saved: Hours become seconds.

Real Example: Custom Invoice Layout

Before Report Builder:
1. Find Odoo's invoice template
2. Understand QWeb syntax
3. Create inherited template
4. Position elements with CSS guesswork
5. Test PDF output
6. Adjust, redeploy, repeat
7. Debug wkhtmltopdf rendering

After Report Builder:
1. Create template, select account.move
2. Drag company logo to header
3. Add customer address field
4. Add invoice lines table
5. Position total fields
6. Click Generate
7. Preview PDF

Designer-quality reports without designers.

The Technical Stuff (For Those Who Care)

Click to expand technical details - **Odoo Version:** 18.0 - **Author:** SAM AI - **License:** LGPL-3 - **Dependencies:** web, base, mail - **Architecture:** Generates ir.ui.view (inherited) and ir.actions.report **View Customizer generates:** - XPath-based inherited views - Validates expressions before apply - Priority 99 ensures last-apply **Report Builder generates:** - QWeb templates with external_layout - ir.actions.report for PDF output - Supports all wkhtmltopdf features **Documentation:** [Full technical docs](sam_ai_customization_SCHEMA.md)

SAM AI Customization Suite - A SAM AI Module
Version 18.0.1.0.0 | Odoo 18 Compatible

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