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
By