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The Presupuestos module lets you estimate the cost of a job before committing to it. You build a detailed, line-item budget broken down by materials, labour, and additional expenses, apply a utility margin to arrive at a recommended sale price, and deliver a professional PDF quotation to your client. If the client approves, a single click converts the presupuesto into a live project — no re-entry required — and from that point on you can track real spending against the original estimate.

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Budget Header Fields

FieldTypeDefaultDescription
nombrestring (max 200 chars)—Name of the project being quoted
clientestring (max 200 chars)—Client name
tipostring (max 60 chars)"Otro"Project type — same options as a regular project (Construcción, Remodelación, Muebles, Mantenimiento, Otro)
utilidad_pctdecimal (≥ 0)0Desired utility/markup percentage applied on top of total cost

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Budget States

A presupuesto has exactly two states:
StateLabelMeaning
borradorBorradorDraft — can be edited, items added or removed, and deleted
convertidoConvertidoConverted to a live project — locked for editing and cannot be deleted

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Budget Line Items

The cost of a job is built up from individual partidas (line items). Each item belongs to one of the three cost categories and represents a specific concept within that category.
FieldTypeRequiredDescription
categoriastringYesmateriales, mano_obra, or gastos
conceptostring (max 200 chars)YesThe specific item being costed (e.g. “Madera”, “Carpintería”)
descripcionstring (max 500 chars)NoOptional detail or specification
montodecimal (> 0)YesEstimated cost of this item
Items are grouped in the UI by their category — Materiales, Mano de obra, and Gastos adicionales — with a running subtotal per section. The same subconcept lists used for salidas apply here (see Finances).

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Budget Summary Calculations

Every time items change, the backend recalculates the budget summary via logica.resumen_presupuesto(): 
# logica.py
def resumen_presupuesto(presupuesto, items):
    tot = {"materiales": 0, "mano_obra": 0, "gastos": 0}
    for it in items:
        if it["categoria"] in tot:
            tot[it["categoria"]] += it["monto"]

    costo_total   = tot["materiales"] + tot["mano_obra"] + tot["gastos"]
    util_pct      = presupuesto.get("utilidad_pct") or 0
    precio_venta  = costo_total * (1 + util_pct / 100)
    utilidad_monto = precio_venta - costo_total
    margen_pct    = (utilidad_monto / precio_venta * 100) if precio_venta else 0
    ...
FieldFormulaMeaning
costo_totalmateriales + mano_obra + gastosSum of all estimated costs before markup
precio_ventacosto_total × (1 + utilidad_pct / 100)Recommended sale price including the utility margin
utilidad_montoprecio_venta − costo_totalAbsolute value of the projected profit
margen_pctutilidad_monto / precio_venta × 100Profit as a percentage of the sale price (gross margin)
The resumen is returned as part of every presupuesto response so the UI can display live figures while you adjust items or the utility percentage.

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PDF Quotation

Once your budget has at least one item you can generate a client-ready quotation document: 
GET /presupuestos/{id}/pdf
The download is named cotizacion_{nombre}.pdf. The ReportLab-generated PDF contains:
  • A header with your company name/logo, the project name, client, type, and creation date.
  • A table of line items grouped by category, each with concept, description, and amount, plus a subtotal per category.
  • A pricing summary showing costo_total, the utility amount, and the final precio_venta highlighted in blue.
  • A footer noting that the quotation is referential and subject to confirmation.
The Exportar cotización PDF button in the UI is disabled while costo_total is zero.

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Converting a Budget to a Project

When the client approves the quotation, convert the presupuesto to an active project: 
POST /presupuestos/{id}/convertir
The backend validates that there is at least one cost item (i.e., costo_total > 0), then atomically:
  1. Creates a new project with the presupuesto’s nombre, cliente, and tipo.
  2. Sets the project’s contracted total to the rounded precio_venta.
  3. Marks the presupuesto’s estado as convertido and stores the new project’s id in proyecto_id.
The new project starts in the iniciando state and appears immediately on the active dashboard.
Once a presupuesto has been converted it cannot be deleted. It remains in the system as a permanent record of the original estimate. The API returns HTTP 400 with the message “Este presupuesto ya es un proyecto activo; queda guardado como registro y no se puede eliminar.” if a delete is attempted.

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Budget vs. Actual Comparison

For projects that originated from a presupuesto, the project detail page shows a live comparison of estimated versus real costs: 
GET /proyectos/{id}/comparacion
If no presupuesto is linked the response contains { "tiene_presupuesto": false }. When one is linked the response includes a full comparacion object with per-category breakdowns: 
# logica.py – comparacion_presupuesto_real
def fila(estimado, real_val):
    desv = real_val - estimado
    return {
        "estimado": estimado,
        "real": real_val,
        "desviacion": desv,
        "desviacion_pct": (desv / estimado * 100) if estimado else None,
    }
Each category row (materiales, mano_obra, gastos, costo_total) and the utility row show the estimated figure, the real figure from actual salidas, the absolute deviation, and the percentage deviation. A positive deviation on costs means you spent more than budgeted; a positive deviation on utility means you earned more than projected.
Link each salida to its corresponding presupuesto item (via partida_id) as you record expenses. This gives the comparison view the most accurate per-category breakdown. Expenses recorded without a category are summed in sin_categoria and counted in the overall cost total but do not appear in any individual category row.

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Full Budget Workflow

1

Create the budget

Click Nuevo presupuesto and enter the project name, client name, and your desired utility percentage. The budget starts in borrador state.
2

Add cost items

Open the budget and add partidas under Materiales, Mano de obra, and Gastos adicionales. The summary recalculates in real time with each addition.
3

Set type and review the summary

Choose the project type and fine-tune the utility percentage until the precio_venta and margen_pct match your target.
4

Download the PDF quotation

Click Exportar cotización PDF to download the client-ready document. Share it with the client for approval.
5

Convert to a project

Once the client agrees, click Convertir en proyecto. The system creates a new project with precio_venta as its contracted total and locks the presupuesto.
6

Track real expenses

Record salidas against the project. When the category matches a budget category, optionally load the matching partida to pre-fill the description and monto.
7

Compare budget vs. actual

Open the Presupuesto vs. resultado real section on the project detail page to see how real spending tracks against the original estimate.

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