| name | erpclaw-loans |
| version | 1.0.0 |
| description | Loan application, disbursement, repayment scheduling, and portfolio management. 20 actions across loan applications, disbursement, repayments, and reporting. |
| author | AvanSaber |
| homepage | https://github.com/avansaber/erpclaw-addons |
| source | https://github.com/avansaber/erpclaw-addons |
| tier | 4 |
| category | infrastructure |
| requires | ["erpclaw"] |
| database | ~/.openclaw/erpclaw/data.sqlite |
| user-invocable | true |
| tags | ["erpclaw","loans","lending","repayment","disbursement","interest","amortization","portfolio"] |
| scripts | ["scripts/db_query.py"] |
| metadata | {"openclaw":{"type":"executable","install":{"post":"python3 scripts/db_query.py --action loan-status"},"requires":{"bins":["python3"],"env":[],"optionalEnv":["ERPCLAW_DB_PATH"]},"os":["darwin","linux"]}} |
ERPClaw Loans
Loan management for term loans, demand loans, staff loans, and credit lines.
Tier 1 — Basic Operations
Loan Applications
| Action | Description |
|---|
loan-add-loan-application | Create loan application (customer/employee/supplier) |
loan-update-loan-application | Update application details |
loan-list-loan-applications | List applications with status filter |
loan-get-loan-application | Get application details |
loan-approve-loan | Approve application, set approved amount |
loan-reject-loan | Reject application with reason |
Loan Lifecycle
| Action | Description |
|---|
loan-disburse-loan | Disburse approved loan — creates GL entries |
loan-list-loans | List loans with status/applicant filter |
loan-get-loan | Get loan details with schedule |
loan-generate-repayment-schedule | Generate installment schedule |
loan-get-repayment-schedule | View repayment schedule |
Repayments
| Action | Description |
|---|
loan-record-repayment | Record loan repayment — updates GL |
loan-list-repayments | List repayments for a loan |
loan-calculate-interest | Calculate accrued interest to date |
Tier 2 — Advanced
| Action | Description |
|---|
loan-write-off-loan | Write off bad debt — GL: debit bad debt, credit receivable |
loan-restructure-loan | Modify terms, regenerate schedule |
loan-close-loan | Close fully repaid loan |
Tier 3 — Reports
| Action | Description |
|---|
loan-statement | Full statement for a loan |
loan-overdue-loans | List overdue installments |
status | Module status summary |
GL Integration
- Disbursement: Debit Loan Receivable, Credit Bank/Cash
- Repayment: Debit Bank/Cash, Credit Loan Receivable (principal) + Interest Income (interest)
- Write-off: Debit Bad Debt Expense, Credit Loan Receivable
- All GL postings use
erpclaw_lib.gl_posting.post_gl_entry() with full GL invariant validation
