Budgets Overview

​

Introduction

• Vehicles: Allocate budgets to specific fleet vehicles
• Departments: Plan budgets by operational area (area_operacion)
• Categories: Organize expenses by grupos de rubro (category groups) and rubros (subcategories)
• Fiscal Year: Track budgets annually with support for multiple years

​

Key Concepts

​

Budget Structure

1. Header: Main budget information including vehicle, department, category, and fiscal year
2. Items: Individual budget line items with concepts, frequencies, and amounts
3. Status: BORRADOR (draft) or APROBADO (approved)

​

Budget Hierarchy

Empresa (Company)
  └─ Área de Operación (Department)
      └─ Vehículo (Vehicle) [Optional]
          └─ Grupo Rubro (Category Group)
              └─ Rubro (Subcategory)
                  └─ Items (Budget Line Items)
                      └─ Tipo → Concepto

​

Budget Items

• Tipo de Presupuesto: Budget type (e.g., maintenance, fuel, supplies)
• Concepto: Specific concept within the type (e.g., oil change, tire replacement)
• Frecuencia: Frequency per month
• Meses Aplicables: Array of months where this applies (1-12)
• Valor Unitario: Unit price
• Valor Total: Automatically calculated (unit price × frequency × months count)

​

Base URL

/api/presupuestos

​

Authentication

Authorization: Bearer YOUR_ACCESS_TOKEN

​

Available Endpoints

​

Budget Management

• GET /api/presupuestos - List all budgets with pagination and filters
• GET /api/presupuestos/:id - Get budget details with items
• POST /api/presupuestos - Create new budget with items
• PUT /api/presupuestos/:id - Update budget header
• DELETE /api/presupuestos/:id - Delete budget and all items

​

Budget Items

• POST /api/presupuestos/:id/items - Add item to budget
• PUT /api/presupuestos/items/:itemId - Update budget item
• DELETE /api/presupuestos/items/:itemId - Delete budget item

​

Catalogs

• GET /api/presupuestos/rubros - Get category master list
• GET /api/presupuestos/tipos - Get budget types
• GET /api/presupuestos/conceptos - Get budget concepts
• POST /api/presupuestos/tipos - Create new budget type (ADMIN only)
• POST /api/presupuestos/conceptos - Create new concept (ADMIN only)
• GET /api/presupuestos/filters - Get filter options

​

Common Response Codes

​

Data Types

​

Presupuesto

interface Presupuesto {
  id?: number;
  empresa_id: number;
  vehiculo_id: number | null;  // Optional - can be department-wide
  area_operacion_id: number;
  grupo_rubro_id: number;      // Category group
  rubro_id: number;            // Subcategory
  anio: number;                // Fiscal year
  estado: 'BORRADOR' | 'APROBADO';
  empleado_id?: number | null; // Employee responsible
  created_at?: string;
}

​

PresupuestoItem

interface PresupuestoItem {
  id?: number;
  presupuesto_id: number;
  tipo_presupuesto_id: number;    // Budget type
  concepto_presupuesto_id: number; // Concept
  frecuencia_mes: number;          // Times per month
  meses_aplicables: number[];      // Array of months [1-12]
  valor_unitario: number;          // Unit price
  valor_total: number;             // Calculated: unitario × freq × months.length
}

​

Filtering and Pagination

• Pagination: page, limit
• Filtering: By empresa, vehiculo_id, placa, area_operacion, anio, grupo_rubro, sub_rubro
• Sorting: sort_by, sort_order (asc/desc)

​

Next Steps