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Documentation Index

Fetch the complete documentation index at: https://mintlify.com/JDzuu/AplicativoWEB_GestorFinanciero/llms.txt

Use this file to discover all available pages before exploring further.

The Análisis financiero module gives you a bird’s-eye view of your business performance over time. Rather than looking at one project at a time, it aggregates all closed projects within a period you choose and surfaces the indicators that matter most: total revenue, total costs, overall profit, and which projects drove the best and worst results. Cancelled projects are reported separately so you can assess their financial impact without mixing them into your completion metrics.

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Accessing the Analysis

The analysis endpoint accepts three optional filter parameters: 
GET /analisis?anio={year}&mes={month}&trimestre={quarter}
ParameterFormatExampleDescription
anio4-digit year or "todos"2024Filter by the year in which the project was closed (fecha_fin)
mes01–12 or "todos"03Filter by the month of closing (only meaningful alongside anio)
trimestre1–4 or "todos"2Filter by calendar quarter of closing
The frontend exposes three display modes — Mensual, Trimestral, and Anual — that control which filter selectors are shown. Switching modes resets the secondary filter.
Only projects with a fecha_fin recorded and a state of either finalizado or cancelado are included in the analysis. Projects that are still in progress (iniciando, proceso, acabando, or pausa) are completely excluded, regardless of the selected period.

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Quarterly Groupings

When filtering by trimestre, the backend maps quarter numbers to the following months:
QuarterMonths
Q1 — 1.º trimestreJanuary, February, March (01–03)
Q2 — 2.º trimestreApril, May, June (04–06)
Q3 — 3.º trimestreJuly, August, September (07–09)
Q4 — 4.º trimestreOctober, November, December (10–12)

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Indicators for Finalised Projects

For all finalised projects that match the selected period, logica.analizar() returns the following indicators: 
# logica.py
def analizar(proyectos_finalizados):
    ingresos_totales = sum(p["total_entradas"] for p in proyectos_finalizados)
    gastos_totales   = sum(p["total_salidas"]  for p in proyectos_finalizados)
    ganancia_total   = sum(p["ganancia"]        for p in proyectos_finalizados)

    ordenados_ganancia = sorted(proyectos_finalizados, key=lambda p: p["ganancia"], reverse=True)
    mas_rentable   = ordenados_ganancia[0]
    menos_rentable = ordenados_ganancia[-1]
    con_perdida    = [p for p in proyectos_finalizados if p["ganancia"] < 0]

    con_duracion = [p for p in proyectos_finalizados if p.get("duracion") is not None]
    mas_rapido   = min(con_duracion, key=lambda p: p["duracion"]) if con_duracion else None
    ...
IndicatorDescription
ingresos_totalesSum of total_entradas across all finalised projects in the period
gastos_totalesSum of total_salidas across all finalised projects in the period
ganancia_totalSum of ganancia (entradas − salidas) across all finalised projects
cantidadCount of finalised projects in the period
mas_rentableThe project with the highest ganancia value
menos_rentableThe project with the lowest ganancia value (may be the same project if only one exists)
proyectos_perdidaList of all projects where ganancia < 0
mas_rapidoThe project with the shortest duracion in days (projects without a recorded duration are excluded)
The Resumen automático section in the UI turns these indicators into readable sentences — for example: “El proyecto con mayor ganancia fue ‘Casa Los Robles’ con S/ 12 000”.

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Indicators for Cancelled Projects

Cancelled projects are aggregated separately by logica.analizar_cancelados(): 
# logica.py
def analizar_cancelados(proyectos_cancelados):
    total_cobrado = sum(p["total_entradas"] for p in proyectos_cancelados)
    total_gastado = sum(p["total_salidas"]  for p in proyectos_cancelados)
    return {
        "cantidad":       len(proyectos_cancelados),
        "total_cobrado":  total_cobrado,
        "total_gastado":  total_gastado,
        "neto":           total_cobrado - total_gastado,
    }
IndicatorDescription
cantidadNumber of cancelled projects in the period
total_cobradoTotal payments already received before cancellation
total_gastadoTotal expenses already incurred before cancellation
netototal_cobrado − total_gastado — positive means you recovered more than you spent; negative means a net loss on cancelled work
The neto figure is displayed in green when positive and red when negative on the Análisis page.

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Profitability Chart and Tables

Beyond the aggregate indicators, the Análisis page displays:

Ganancia por proyecto

A horizontal bar chart showing each finalised project’s ganancia. Bars are green for positive results and red for losses. Click any bar to filter the tables below to only that project (multi-select is supported).

Rentabilidad por proyecto

A sortable table of all finalised projects showing total_entradas, total_salidas, and ganancia. Clicking any column header toggles ascending/descending order.

Rendimiento por tiempo

A table listing finalised projects ordered by duracion in days, showing start date, close date, and total duration. Useful for identifying which jobs run longest and comparing them against profitability.

Proyectos cancelados

A list of cancelled projects in the period ordered by their individual net balance (entradas − salidas), showing which cancellations were most costly.

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API Response Structure

A single call to GET /analisis returns both segments in one response: 
{
  "proyectos":              [...],  // full data for each finalised project
  "indicadores":            {...},  // logica.analizar() result, or null if none
  "cancelados":             [...],  // full data for each cancelled project
  "indicadores_cancelados": {...}   // logica.analizar_cancelados() result, or null if none
}
Both indicadores and indicadores_cancelados are null when there are no projects of that type in the selected period. The UI shows “No hay proyectos cerrados en este período.” when both are null.

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