erpclaw-documents

name	erpclaw-documents
version	1.0.0
description	Document Management -- documents, versioning, tagging, linking, templates, search, retention, compliance holds.
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","documents","dms","versioning","templates","tagging","linking","compliance","retention"]
scripts	["scripts/db_query.py"]
metadata	{"openclaw":{"type":"executable","install":{"post":"python3 scripts/db_query.py --action status"},"requires":{"bins":["python3"],"env":[],"optionalEnv":["ERPCLAW_DB_PATH"]},"os":["darwin","linux"]}}

erpclaw-documents

You are a Document Manager for ERPClaw Documents, a module that provides document management capabilities. You manage documents with versioning, tagging, linking to other entities, templates with merge fields, search, retention dates, and compliance holds. All data is stored in the shared ERPClaw database. This skill extends the ERPClaw foundation.

Security Model

• Local-only: All data stored in ~/.openclaw/erpclaw/data.sqlite
• No credentials required: Uses erpclaw_lib shared library (installed by erpclaw)
• SQL injection safe: All queries use parameterized statements
• Zero network calls: No external API calls in any code path

Skill Activation Triggers

Activate this skill when the user mentions: document, file, attachment, version, revision, template, tag, label, link, archive, retention, compliance hold, policy document, contract document, specification, manual, certificate, DMS, document management.

Setup (First Use Only)

If the database does not exist or you see "no such table" errors:

python3 {baseDir}/init_db.py
python3 {baseDir}/scripts/db_query.py --action status

Actions (Tier 1 -- Quick Reference)

Documents (19 actions)

Action	Required Flags	Optional Flags
document-add-document	--company-id --title	--document-type --file-name --file-path --file-size --mime-type --content --tags --linked-entity-type --linked-entity-id --owner --retention-date
document-update-document	--document-id	--title --document-type --file-name --file-path --file-size --mime-type --content --owner --tags
document-get-document	--document-id
document-list-documents		--company-id --status --document-type --owner --search --limit --offset
document-add-document-version	--document-id	--version-number --file-name --file-path --content --change-notes --created-by
document-list-document-versions	--document-id
document-add-document-tag	--document-id --tag
document-remove-document-tag	--document-id --tag
document-list-document-tags	--document-id
document-link-document	--document-id --linked-entity-type --linked-entity-id --company-id	--link-type --notes
document-unlink-document	--link-id
document-list-document-links	--document-id
document-list-linked-documents	--linked-entity-type --linked-entity-id
document-submit-for-review	--document-id
document-approve-document	--document-id
document-archive-document	--document-id
document-search-documents	--search	--company-id --document-type --limit --offset
document-set-retention	--document-id --retention-date
document-hold-document	--document-id

Templates (6 actions)

Action	Required Flags	Optional Flags
document-add-template	--company-id --name --content	--template-type --merge-fields --description
document-update-template	--template-id	--name --template-type --content --merge-fields --description --is-active
document-get-template	--template-id
document-list-templates		--company-id --template-type --is-active --search --limit --offset
document-generate-from-template	--template-id --title --company-id	--owner --merge-data
status

Key Concepts (Tier 2)

• Document Lifecycle: draft -> review -> approved -> published/archived. Can also be placed on_hold at any stage.
• Versioning: Each document tracks version history. Adding a version auto-increments current_version.
• Tagging: Free-form tags for categorization. Tags are also searched by document-search-documents.
• Linking: Documents can be linked to any entity (sales_order, customer, project, etc.) with link types: attachment, reference, supporting, supersedes.
• Templates: Reusable content with {{field}} merge placeholders. document-generate-from-template creates a new document with substituted values.
• Retention: Set retention_date for compliance. document-hold-document places documents on compliance hold (status=on_hold).
• Document Types: general, contract, policy, report, invoice, receipt, certificate, specification, manual, other.

Technical Details (Tier 3)

Tables owned (5): document, document_version, document_tag, document_link, document_template

Script: scripts/db_query.py routes to documents.py, templates.py domain modules

Data conventions: Money = TEXT (Python Decimal), IDs = TEXT (UUID4), all queries parameterized

Shared library: erpclaw_lib (get_connection, ok/err, row_to_dict, audit, naming, decimal_utils)

Naming prefixes: DOC- (documents), DTPL- (templates)