cargando…
Sign out
13—Studio · Master data
Master data
221Clients
1199Projects
81Resources
472Inputs
—· Client view
Select a client from the list
VIEW
Identification
Contact
Settings
Internal notes
⚠ Preview from quote
Created from a quote · complete the project details (PM, dates, brief…). Clears itself when you generate inputs, or mark it set up now.
—· Project view
Select a project from the list
VIEW
Identification
—
Details
Project manager titular & backup · all inputs in this project inherit the effective PM
Links
Brief the agreed scope · fill this in instead of leaving it buried in email
Production defaults inherited by every input generated from this project's quotes
Resource costs · OCs / Payments freelancer payments tied to this project
Loading payments…
Notes
—· Resource view
Select a resource from the list
VIEW
Identification
Capacity
Payment info used as default when creating OCs
Notes
—· Input view
Select an input from the list
VIEW
Identification
● Auto
Classification & code quote-born inputs inherit this · manual inputs: pick category + slug and the code is built automatically
Request details
Production
Production setup PM fills these at kickoff · editable
Assignments resources working on this input
Add assignment
Attachments
Notes
Loading… |
—· Pack view
Select a pack from the list
VIEW
Identity
Assignment
Billing
Members inputs in this pack
Loading payments…
Cash management foundation. The three tables below feed the new
cash_movements
ledger (`cash.html` workspace · in progress). Accounts and categories were seeded with sensible defaults · adjust freely.
Counterparties grow organically as Belén imports the historical planilla.
Accounts
Where the money physically lives. Each cash movement is attached to one account; balances run per account in its native currency.
| Code | Name | Description | Currency | Order | Active | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
⚠ Code is referenced in code seeds and queries · avoid changing it on existing rows unless you also update the seeds (use lowercase snake_case).
Cash categories
Closed list of movement concepts · replaces free-text Concepto. Default book pre-selects studio / personal when Belén creates a movement of this category.
| Code | Name | Kind | Default book | Description | Order | Active | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
kind = whether the category produces income or expense entries. default_book blank = the UI will ask each time.
Counterparties
Who's on the other side of a movement · Ecogas, EPEC, Colegio del Carmen, freelancers, the accounting firm. Used for "spend by vendor" reports.
| Code | Name | Type | Notes | Active | |
|---|---|---|---|---|---|
| Loading… | |||||
Starts empty · seed organically. The historical import migration (next sprint piece) will upsert counterparties as it processes movements, so don't worry about pre-creating them all here.