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Gestor Financiero is a web application built for small businesses that need clear financial visibility across their projects. Track every client payment and expense, build detailed budgets before a project starts, compare estimates against actuals, and export professional PDF reports — all in one place.

Quickstart

Set up the backend and frontend and log in to your first session in minutes.

Configuration

Configure your database, allowed origins, admin credentials, and environment variables.

Core Features

Explore project lifecycle management, payment tracking, budgets, and financial analysis.

API Reference

Browse the full REST API — every endpoint with parameters, request bodies, and responses.

What you can do

Track Projects

Create projects, move them through lifecycle states, and record pause periods for accurate duration tracking.

Manage Finances

Log client payments (entradas) and expenses (salidas) with category tagging and supplier details.

Build Budgets

Create cost estimates across materials, labor, and additional expenses, then convert them directly into projects.

Analyze Profitability

Review completed project indicators filtered by year, month, or quarter to spot your most and least profitable work.

Export PDFs

Generate closure reports and client quotations as professional PDFs with one click.

Manage Users

Create admin and employee accounts with role-based permissions and per-user theme preferences.

How it works

1

Install and configure

Clone the repository, copy .env.example to .env, set your database URL and allowed origins, then start the backend with uvicorn and the frontend with npm run dev.
2

Log in as admin

On first boot the app creates an initial admin account using the credentials in your .env. If you leave ADMIN_PASSWORD blank, a random password is printed once to the console.
3

Create a project or budget

Start with a budget to estimate costs and set a sale price, or jump straight into a project to begin recording real payments and expenses immediately.
4

Track and close

Record every client payment and expense as the project progresses. When fully paid, finalize the project and download the closure PDF.

Technology stack

LayerTechnology
BackendPython + FastAPI
DatabasePostgreSQL (production) / SQLite (development)
FrontendReact + Vite
StylesPure CSS
PDF generationReportLab
Password hashingArgon2id
The backend exposes interactive API documentation at /docs and /redoc in development mode. These routes are disabled automatically when ENTORNO=produccion.

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