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Overview

The financial management system provides comprehensive income tracking capabilities through detailed reports and visualizations. Income is generated primarily from student enrollments and completed classes.

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Income Sources

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Student Enrollment Plans

Students can enroll in different monthly plans:
  • 4 classes per month - Entry-level plan
  • 8 classes per month - Standard plan
  • 12 classes per month - Frequent rider plan
  • 16 classes per month - Intensive plan
Each plan represents a recurring monthly income source.

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Class Completion Revenue

Revenue is tracked based on class completion status: 
const clasesCompletadas = clasesFiltradas.filter(
  (c: Clase) => c.estado === "COMPLETADA",
).length;

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Financial Reports

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Distribution by Plan

View how students are distributed across different enrollment plans: 
const alumnosPorClases = useMemo(() => {
  const grupos: Record<number, number> = { 4: 0, 8: 0, 12: 0, 16: 0 };
  alumnos.forEach((a: Alumno) => {
    if (grupos[a.cantidadClases] !== undefined) grupos[a.cantidadClases]++;
  });
  return [4, 8, 12, 16].map((n) => ({
    plan: `${n} clases`,
    cantidad: grupos[n],
    porcentaje:
      alumnos.length > 0
        ? parseFloat(((grupos[n] / alumnos.length) * 100).toFixed(1))
        : 0,
  }));
}, [alumnos]);
From ~/workspace/source/src/pages/Finanzas.tsx:152-165

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Active vs Inactive Students

Monitor revenue potential by tracking active student enrollment: 
const estadisticasGenerales = useMemo(() => {
  const alumnosActivos = alumnos.filter((a: Alumno) => a.activo).length;
  return {
    alumnosActivos,
    alumnosInactivos: alumnos.filter((a: Alumno) => !a.activo).length,
    // ... other stats
  };
}, [alumnos]);
From ~/workspace/source/src/pages/Finanzas.tsx:123-149

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Class Completion Rate

Track revenue realization through completion rates: 
const tasaCompletado =
  totalClases > 0
    ? ((clasesCompletadas / totalClases) * 100).toFixed(1)
    : "0";

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Period-Based Analysis

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Date Range Filtering

Analyze income for specific periods: 
const [dateRange, setDateRange] = useState({
  inicio: format(startOfMonth(new Date()), "yyyy-MM-dd"),
  fin: format(endOfMonth(new Date()), "yyyy-MM-dd"),
});

const clasesFiltradas = useMemo(
  () =>
    clases.filter(
      (clase: Clase) =>
        clase.dia >= dateRange.inicio && clase.dia <= dateRange.fin,
    ),
  [clases, dateRange],
);
From ~/workspace/source/src/pages/Finanzas.tsx:86-120

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Income Visualization

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Bar Charts

Visualize student distribution across plans: 
<BarChart
  data={alumnosPorClases}
  margin={{ top: 5, right: 10, left: -20, bottom: 5 }}
>
  <CartesianGrid strokeDasharray="3 3" stroke="hsl(var(--border))" />
  <XAxis dataKey="plan" tick={{ fontSize: 12 }} />
  <YAxis tick={{ fontSize: 12 }} allowDecimals={false} />
  <Tooltip content={<CustomTooltip />} />
  <Bar
    dataKey="cantidad"
    name="Alumnos"
    fill="hsl(var(--primary))"
    radius={[4, 4, 0, 0]}
  />
</BarChart>
From ~/workspace/source/src/pages/Finanzas.tsx:545-562

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Summary Cards

Display key income metrics: 
<Card>
  <CardHeader className="flex flex-row items-center justify-between space-y-0 pb-2">
    <CardTitle className="text-sm font-medium">
      Alumnos Activos
    </CardTitle>
    <User className="h-4 w-4 text-muted-foreground" />
  </CardHeader>
  <CardContent>
    <div className="text-2xl font-bold">
      {estadisticasGenerales.alumnosActivos}
    </div>
    <p className="text-xs text-muted-foreground">
      {estadisticasGenerales.alumnosInactivos} inactivos
    </p>
  </CardContent>
</Card>
From ~/workspace/source/src/pages/Finanzas.tsx:454-469

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Export Reports

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Excel Export

Export income data for accounting: 
<Button
  variant="outline"
  size="sm"
  onClick={() => exportarExcel(asistenciaPorAlumno, "Asistencia")}
>
  <Download className="mr-2 h-4 w-4" />
  Exportar
</Button>
From ~/workspace/source/src/pages/Finanzas.tsx:799-808

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Best Practices

  1. Regular Monitoring - Review income reports monthly to identify trends
  2. Period Comparison - Compare different date ranges to analyze growth
  3. Completion Tracking - Monitor class completion rates to ensure revenue realization
  4. Plan Distribution - Balance student enrollment across different plans
  5. Active Status - Keep student records updated to reflect accurate revenue potential

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