Analysis Endpoint: Financial Performance Indicators

The /analisis endpoint aggregates the financial outcomes of all closed projects into a set of performance indicators. It separates finalized projects (those that reached full completion) from cancelled ones, computing totals, profitability rankings, and loss detection for each group independently. All monetary values come directly from each project’s recorded income entries (entradas) and expense entries (salidas) — the contracted total (total) is carried along for reference but does not drive the computed profit figures. Filters let you narrow the analysis to a specific calendar year, month, or quarter, making it easy to compare performance across periods.

GET /analisis

Returns financial performance data for all finalized and cancelled projects, optionally filtered by time period.

curl -X GET "http://localhost:8000/analisis?anio=2024&trimestre=2" \
  --cookie "sesion=<token>"

In-progress projects are always excluded. Only projects with estado equal to "finalizado" or "cancelado" and a non-null fecha_fin value are considered. Projects that are still running — regardless of their active sub-state (iniciando, proceso, acabando, pausa) — never appear in analysis results.

Query Parameters

anio

string

Filter by the 4-digit year of fecha_fin. Use "todos" (or omit) to include all years. Example: "2024".

mes

string

Filter by the 2-digit month of fecha_fin. Valid values: "01" through "12". Use "todos" (or omit) to include all months. Example: "03" for March.

trimestre

string

Filter by quarter of fecha_fin. Valid values: "1", "2", "3", "4". Use "todos" (or omit) to include all quarters.

Value	Months covered
`"1"`	January – March
`"2"`	April – June
`"3"`	July – September
`"4"`	October – December

Filters are cumulative. Supplying anio=2024&trimestre=3 returns only projects with a fecha_fin between July and September 2024.

Response Structure

{
  "proyectos": [...],
  "indicadores": {...},
  "cancelados": [...],
  "indicadores_cancelados": {...}
}

proyectos

array

Array of project summary objects for finalized projects that match the current filter. See Project Item Schema below.

indicadores

object | null

Aggregated performance indicators for the finalized projects in proyectos. null when no finalized projects match the filter. See indicadores fields.

cancelados

array

Array of project summary objects for cancelled projects that match the filter. Same schema as proyectos.

indicadores_cancelados

object | null

Aggregated summary for the cancelled projects in cancelados. null when no cancelled projects match the filter. See indicadores_cancelados fields.

Project Item Schema

Each object in proyectos and cancelados has the following fields:

integer

Project ID.

nombre

string

Project name.

cliente

string

Client name.

total

decimal

Contracted total (the amount agreed with the client at project creation or conversion from a budget).

ganancia

decimal

Realized profit: total_entradas − total_salidas. Can be negative.

total_entradas

decimal

Sum of all income entries recorded for this project.

total_salidas

decimal

Sum of all expense entries recorded for this project.

duracion

integer | null

Calendar days between fecha_inicio and fecha_fin. null if either date is missing or malformed.

estado

string

Raw state value — "finalizado" or "cancelado".

estado_texto

string

Human-readable state label (e.g. "Finalizado", "Cancelado").

estado_color

string

UI colour token for the state badge (e.g. "verde" for finalized, "rojo" for cancelled).

fecha_inicio

string

Project start date in ISO 8601 format (e.g. "2024-01-10").

fecha_fin

string

Project end/closure date in ISO 8601 format.

indicadores

The indicadores object is null when there are no finalized projects in the filtered set. Otherwise it contains:

ingresos_totales

decimal

Sum of total_entradas across all finalized projects in the filter.

gastos_totales

decimal

Sum of total_salidas across all finalized projects in the filter.

ganancia_total

decimal

Sum of ganancia across all finalized projects in the filter. Equals ingresos_totales − gastos_totales.

cantidad

integer

Count of finalized projects in the filter.

mas_rentable

object

The project object with the highest ganancia value in the filter.

menos_rentable

object

The project object with the lowest ganancia value in the filter (can be the project with the biggest loss).

proyectos_perdida

array

Subset of finalized projects where ganancia < 0. Empty array if none.

mas_rapido

object | null

The project with the shortest duracion among projects that have a non-null duration. null if no project has a duration value.

indicadores_cancelados

The indicadores_cancelados object is null when there are no cancelled projects in the filtered set. Otherwise:

cantidad

integer

Count of cancelled projects in the filter.

total_cobrado

decimal

Sum of total_entradas across all cancelled projects — income already collected before cancellation.

total_gastado

decimal

Sum of total_salidas across all cancelled projects — expenses already incurred before cancellation.

neto

decimal

total_cobrado − total_gastado. A negative value indicates a net loss across cancelled projects.

Example: Filter by Year and Quarter

curl -X GET "http://localhost:8000/analisis?anio=2024&trimestre=4" \
  --cookie "sesion=<token>"

This returns performance data for all finalized and cancelled projects whose fecha_fin falls in October, November, or December 2024. Example response (abbreviated):

{
  "proyectos": [
    {
      "id": 12,
      "nombre": "Remodelación Bodega Norte",
      "cliente": "Distribuidora ABC",
      "total": 85000,
      "ganancia": 18400,
      "total_entradas": 85000,
      "total_salidas": 66600,
      "duracion": 74,
      "estado": "finalizado",
      "estado_texto": "Finalizado",
      "estado_color": "verde",
      "fecha_inicio": "2024-10-01",
      "fecha_fin": "2024-12-14"
    }
  ],
  "indicadores": {
    "ingresos_totales": 85000,
    "gastos_totales": 66600,
    "ganancia_total": 18400,
    "cantidad": 1,
    "mas_rentable": { "id": 12, "nombre": "Remodelación Bodega Norte", "ganancia": 18400 },
    "menos_rentable": { "id": 12, "nombre": "Remodelación Bodega Norte", "ganancia": 18400 },
    "proyectos_perdida": [],
    "mas_rapido": { "id": 12, "nombre": "Remodelación Bodega Norte", "duracion": 74 }
  },
  "cancelados": [],
  "indicadores_cancelados": null
}

Example: All-time summary

curl -X GET "http://localhost:8000/analisis" \
  --cookie "sesion=<token>"

Omitting all query parameters (or passing anio=todos&mes=todos&trimestre=todos) returns indicators for every closed project in the database.

Overview

Endpoints

Analysis Endpoint: Financial Performance Indicators

GET /analisis

Query Parameters

Response Structure

Project Item Schema

indicadores

indicadores_cancelados

Example: Filter by Year and Quarter

Example: All-time summary

Build docs developers (and LLMs) love

Overview

Endpoints

Documentation Index

​GET /analisis

​Query Parameters

​Response Structure

​Project Item Schema

​indicadores

​indicadores_cancelados

​Example: Filter by Year and Quarter

​Example: All-time summary

Build docs developers (and LLMs) love

GET /analisis

Query Parameters

Response Structure

Project Item Schema

indicadores

indicadores_cancelados

Example: Filter by Year and Quarter

Example: All-time summary