AI Partner Classification

Turn your customers list into clear, actionable segments (VIP, High Risk, Inactive, and more).

AI Partner Classification adds a smart, rule-based engine on top of your existing Contacts and Accounting data. It automatically classifies each customer into segments like VIP, High Value, Active, Low Value, High Risk and Inactive so your sales and finance teams know exactly who to focus on first.

Live Demo

You can try the module on a live Odoo 19 instance to see the classification in action.

Live demo URL:
https://odoo.laksis-dev.com/web/login?db=actechs_demo

Main Features

• New AI Classification badge on each contact (VIP, High Risk, etc.).
• Automatic re-classification based on invoices and payment behavior.
• Manual "Recalculate AI Classification" button on the contact form.
• Daily Scheduled Action to refresh all customers.
• AI Overview Dashboard with KPIs and a clear explanation of the rules.
• AI Customers Report to filter and analyze customers by segment.
• No external API, no extra Python dependencies – everything runs inside Odoo.

How It Works

The module looks at your posted customer invoices and computes simple metrics:

• Total invoiced amount per customer.
• Average invoice amount.
• Number of posted invoices.
• Overdue ratio based on due date vs. payment state.

Then it applies a transparent, rule-based engine in Python and stores the result in a selection field on res.partner. The rules are easy to understand and can be customized by a developer if needed.

Default Classification Rules

• VIP → total invoices ≥ 20,000 and average invoice ≥ 5,000 and overdue < 30%.
• High Value → total invoices ≥ 5,000 and overdue < 50%.
• High Risk → overdue ratio ≥ 50% of posted invoices.
• Low Value → total invoices < 1,000.
• Inactive → no posted invoices found.
• Active → any other customer that does not match the rules above.

The classification logic lives in a single Python method (_get_classification_from_metrics), making it very easy to adapt to your needs.

Benefits

• Give your sales team a clear view of who matters most (VIP & High Value).
• Identify risky customers early based on overdue behavior.
• Spot inactive customers and plan win-back campaigns.
• All logic is rule-based and transparent – no “black box” AI.

Notes (Arabic Summary)

هذا الموديول يضيف تصنيف ذكي للعملاء داخل أودو 19 بدون أي تكامل خارجي. يعتمد على بيانات الفواتير وحالة السداد ويصنّف العميل (VIP، High Value، Active، Low Value، High Risk، Inactive) بشكل تلقائي، مع داشبورد وتقارير تساعد فريق المبيعات والمالية يركزون على العملاء الصح.