Eme2App Quotes: Send Budgets and Convert to Invoices

Quotes (presupuestos) let you propose prices to clients before any fiscal document is issued. In Eme2App, a quote follows its own lifecycle and can be converted into a draft invoice with a single API call, carrying over all line items, taxes, and client data automatically. This tight integration means you never need to re-enter data — the transition from quote to invoice is atomic and auditable.

Quote Lifecycle

borrador ──► emitida ──► pagada
                  └──► cancelada
                  └──► aceptada   (set automatically on POST /:id/aceptar)
                  └──► convertida (set automatically on POST /albaranes/desde-presupuesto/:id)

Estado	Meaning
`borrador`	Draft — fully editable
`emitida`	Sent to the client (set manually via `PUT /:id/estado`)
`pagada`	Marked as accepted and paid (set manually via `PUT /:id/estado`)
`cancelada`	Cancelled (set manually via `PUT /:id/estado`)
`aceptada`	Client accepted; a draft invoice has been generated automatically
`convertida`	Converted to a delivery note (albarán) instead of an invoice

A quote in cancelada, aceptada, or convertida state cannot be accepted again. These states are terminal. The aceptada and convertida states are set automatically by the system — they cannot be assigned via PUT /:id/estado.

Auto-Numbering

Retrieve the next available quote number before creating:

GET /api/presupuestos/proximo-numero

{ "proximo_numero": 18 }

The uniqueness constraint in the database is (empresa_id, numero), so quote numbers are scoped per company and do not use series.

Creating a Quote

POST /api/presupuestos All presupuesto routes require a valid JWT. The empresa_id is injected from the authenticated session. Required fields:

Field	Type	Notes
`cliente_id`	`string`	Must belong to the company
`numero`	`integer`	Unique within the company
`detalles`	`array`	At least one line

Optional fields: fecha, notas, incluir_impuestos (default true). Detail line fields:

Field	Type	Notes
`articulo_id`	`string`	Required for non-comment lines
`descripcion`	`string`	Free-text description
`cantidad`	`number`	Quantity
`precio_unitario`	`number`	Unit price
`es_comentario`	`boolean`	Text-only line when `true`
`linea_orden`	`integer`	Display order (auto-assigned if omitted)

When incluir_impuestos is true (the default), the backend resolves the VAT rate from articulo.iva_id and applies recargo de equivalencia for REC/SIM regime clients. The irpf_monto is also calculated from the client’s regimen_irpf. All totals are stored server-side in presupuestos.subtotal, iva_monto, irpf_monto, and total.

// POST /api/presupuestos — example request body
{
  "cliente_id": "abc123",
  "numero": 18,
  "fecha": "2025-06-15",
  "incluir_impuestos": true,
  "notas": "Válido hasta el 15 de julio de 2025",
  "detalles": [
    {
      "articulo_id": "art-web-001",
      "descripcion": "Diseño de landing page",
      "cantidad": 1,
      "precio_unitario": 800.00
    },
    {
      "articulo_id": "art-seo-002",
      "descripcion": "Optimización SEO (3 meses)",
      "cantidad": 3,
      "precio_unitario": 200.00
    }
  ]
}

// 201 Created
{ "id": "<presupuesto_uuid>", "mensaje": "Presupuesto creado exitosamente" }

Updating a Quote

PUT /api/presupuestos/:id Only quotes in borrador state can be updated. The request body follows the same shape as the create call. All existing detail lines are replaced atomically — send the complete updated set of lines.

// 200 OK
{ "id": "<presupuesto_uuid>", "mensaje": "Presupuesto actualizado exitosamente" }

Updating Quote Status

PUT /api/presupuestos/:id/estado Use this endpoint to manually advance the quote state (e.g. to mark it as sent, rejected, or expired):

{ "estado": "emitida" }

The valid states accepted by this endpoint are borrador, emitida, pagada, and cancelada. The aceptada and convertida states are set automatically by the system (POST /:id/aceptar and POST /api/albaranes/desde-presupuesto/:id respectively) and cannot be assigned manually.

Sending a Quote by Email

POST /api/presupuestos/:id/enviar-email The frontend generates the PDF and sends it as Base64:

{
  "destino": "cliente@empresa.es",
  "pdf_base64": "<base64-string>",
  "pdf_nombre": "presupuesto-18.pdf",
  "asunto": "Presupuesto nº 18",
  "texto": "Hola, te adjuntamos el presupuesto. Un saludo."
}

The backend uses the company’s configured SMTP settings. Unlike invoices, quotes have no separate estado_emision field — if you want to track that the quote was sent, update the status to emitida manually after the email call.

Accepting a Quote → Draft Invoice

POST /api/presupuestos/:id/aceptar This is the key conversion endpoint. When accepted, Eme2App:

Validates the quote is not in cancelada, aceptada, or convertida state.
Resolves the invoice number, series, date, and payment method from the request body.
Creates a new facturas row in borrador state, linked via presupuesto_origen_id.
Copies all non-comment detail lines from the quote, recalculating taxes for the invoice context (including recargo de equivalencia if the client’s regime requires it).
Marks the presupuesto as aceptada.

Required in body:

Field	Type	Notes
`numero`	`integer`	Target invoice number — must not already exist
`fecha`	`string`	Invoice date (`YYYY-MM-DD`)

Optional in body: serie_id, serie, forma_pago_id (falls back to cliente.forma_pago_defecto_id).

// POST /api/presupuestos/:id/aceptar
{
  "numero": 42,
  "fecha": "2025-06-20",
  "serie": "A",
  "forma_pago_id": "uuid-forma-pago"
}

// 201 Created
{
  "id": "<factura_uuid>",
  "numero": 42,
  "fecha": "2025-06-20",
  "mensaje": "Presupuesto aceptado. Factura borrador creada."
}

Call GET /api/facturas/proximo-numero?serie=A first to get the next available invoice number to pass in the accept body.

Deleting a Quote

DELETE /api/presupuestos/:id Only quotes in borrador state can be deleted.

Typical Workflow

Get the next number

Call GET /api/presupuestos/proximo-numero to retrieve the auto-incremented number.

Create the quote

Call POST /api/presupuestos with the client, number, date, optional notes, and all detail lines.

Send to the client

Generate the PDF in the frontend and call POST /api/presupuestos/:id/enviar-email. Update state to emitida with PUT /api/presupuestos/:id/estado.

Client accepts

Call POST /api/presupuestos/:id/aceptar with a valid invoice number, date, and series. A draft invoice is created automatically.

Continue with the invoice

The new draft invoice is ready to be confirmed and collected via the Invoices module.

API Quick Reference

Method	Endpoint	Description
`GET`	`/api/presupuestos/proximo-numero`	Next available quote number
`GET`	`/api/presupuestos`	Paginated list of quotes
`GET`	`/api/presupuestos/:id`	Quote detail
`POST`	`/api/presupuestos`	Create a quote
`PUT`	`/api/presupuestos/:id`	Update a quote (borrador only)
`PUT`	`/api/presupuestos/:id/estado`	Update quote status
`POST`	`/api/presupuestos/:id/aceptar`	Accept quote → create draft invoice
`POST`	`/api/presupuestos/:id/enviar-email`	Send PDF by email
`DELETE`	`/api/presupuestos/:id`	Delete a quote (borrador only)

Get Started

Core Modules

Configuration

Integrations

Eme2App Quotes: Send Budgets and Convert to Invoices

Quote Lifecycle

Auto-Numbering

Creating a Quote

Updating a Quote

Updating Quote Status

Sending a Quote by Email

Accepting a Quote → Draft Invoice

Deleting a Quote

Typical Workflow

API Quick Reference

Build docs developers (and LLMs) love

Get Started

Core Modules

Configuration

Integrations

Documentation Index

​Quote Lifecycle

​Auto-Numbering

​Creating a Quote

​Updating a Quote

​Updating Quote Status

​Sending a Quote by Email

​Accepting a Quote → Draft Invoice

​Deleting a Quote

​Typical Workflow

​API Quick Reference

Build docs developers (and LLMs) love

Quote Lifecycle

Auto-Numbering

Creating a Quote

Updating a Quote

Updating Quote Status

Sending a Quote by Email

Accepting a Quote → Draft Invoice

Deleting a Quote

Typical Workflow

API Quick Reference