Analytics: validated palette, bars for daily spend, Empty states, es-CR

Categories fold into 'Otros' past 5 slots (fixed hue order, never
cycled); daily spending excludes future-dated Tasa Cero cuotas; rate
chart gets a legend; PageHeader with the cycle selector as action.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

backend/app/api/v1/endpoints/analytics.py

@@ -10,6 +10,7 @@ from app.auth import get_current_user
 from app.db import get_session
 from app.models.models import Category, Transaction, TransactionType
 from app.services.budget_projection import NOT_INSTALLMENT_ANCHOR, get_cycle_range
+from app.timeutil import utcnow
 from app.services.exchange_rate import get_converted_amount_expr
 
 router = APIRouter(prefix="/analytics", tags=["analytics"])
@@ -178,6 +179,9 @@ def daily_spending(
         .where(
             Transaction.transaction_type == TransactionType.COMPRA,
             NOT_INSTALLMENT_ANCHOR,
+            # Tasa Cero generates future-dated cuotas; daily spending is
+            # about money already spent.
+            Transaction.date <= utcnow(),
         )
         .group_by(func.date(Transaction.date))
         .order_by(func.date(Transaction.date))

frontend/src/pages/Analytics.tsx

@@ -11,14 +11,24 @@ import {
   LineChart,
   Line,
 } from 'recharts';
-import { BarChart3 } from 'lucide-react';
+import { BarChart3, ChartPie } from 'lucide-react';
 
 import api, { getRateHistory } from '@/lib/api';
 import ErrorState from '@/components/ErrorState';
 import BillingCycleSelector from '@/components/BillingCycleSelector';
+import { PageHeader } from '@/components/page-header';
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
+import {
+  Empty,
+  EmptyDescription,
+  EmptyHeader,
+  EmptyMedia,
+  EmptyTitle,
+} from '@/components/ui/empty';
 import {
   ChartContainer,
+  ChartLegend,
+  ChartLegendContent,
   ChartTooltip,
   ChartTooltipContent,
   type ChartConfig,
@@ -47,32 +57,68 @@ interface DailySpending {
   count: number;
 }
 
-const COLORS = [
+/** Fixed categorical slots (validated palette). Never cycled: categories
-  '#B45309', '#16A34A', '#2563EB', '#DC2626', '#7C3AED',
+ * beyond the 5th fold into "Otros" (muted). */
-  '#D97706', '#0F766E', '#DB2777', '#EA580C', '#4F46E5',
+const SERIES_VARS = [
+  'var(--chart-1)',
+  'var(--chart-2)',
+  'var(--chart-3)',
+  'var(--chart-4)',
+  'var(--chart-5)',
 ];
+const OTROS_COLOR = 'var(--muted-foreground)';
+const MAX_SLICES = 5;
 
 function formatCRC(value: number) {
   return `₡${Math.round(value).toLocaleString('es-CR')}`;
 }
 
+/** Top 5 categories keep their own slice; the rest aggregate into "Otros". */
+function foldCategories(cats: CategorySpending[]) {
+  if (cats.length <= MAX_SLICES) return cats;
+  const head = cats.slice(0, MAX_SLICES);
+  const rest = cats.slice(MAX_SLICES);
+  return [
+    ...head,
+    {
+      category_id: null,
+      category_name: 'Otros',
+      total: rest.reduce((s, c) => s + c.total, 0),
+      count: rest.reduce((s, c) => s + c.count, 0),
+      percentage: +rest.reduce((s, c) => s + c.percentage, 0).toFixed(1),
+    },
+  ];
+}
+
+function sliceColor(index: number, name: string) {
+  return name === 'Otros' ? OTROS_COLOR : SERIES_VARS[index % SERIES_VARS.length];
+}
+
+function ChartEmpty({ description }: { description: string }) {
+  return (
+    <Empty className="h-56">
+      <EmptyHeader>
+        <EmptyMedia variant="icon">
+          <ChartPie />
+        </EmptyMedia>
+        <EmptyTitle>Sin datos</EmptyTitle>
+        <EmptyDescription>{description}</EmptyDescription>
+      </EmptyHeader>
+    </Empty>
+  );
+}
+
 const trendChartConfig = {
-  total_crc: {
+  total_crc: { label: 'Total CRC', color: 'var(--chart-1)' },
-    label: 'Total CRC',
-    color: 'var(--chart-1)',
-  },
 } satisfies ChartConfig;
 
 const rateChartConfig = {
   sell_rate: { label: 'Venta', color: 'var(--chart-1)' },
-  buy_rate: { label: 'Compra', color: 'var(--chart-2)' },
+  buy_rate: { label: 'Compra', color: 'var(--chart-5)' },
 } satisfies ChartConfig;
 
 const dailyChartConfig = {
-  total: {
+  total: { label: 'Gasto diario', color: 'var(--chart-1)' },
-    label: 'Gasto Diario',
-    color: 'var(--chart-2)',
-  },
 } satisfies ChartConfig;
 
 export default function Analytics() {
@@ -106,6 +152,7 @@ export default function Analytics() {
   });
 
   const byCategory = byCategoryQ.data ?? [];
+  const folded = foldCategories(byCategory);
   const trend = trendQ.data ?? [];
   const daily = dailyQ.data ?? [];
   const ratesQ = useQuery({
@@ -125,27 +172,22 @@ export default function Analytics() {
     dailyQ.refetch();
   };
 
-  // Build dynamic chart config for pie chart
+  const pieChartConfig = folded.reduce<ChartConfig>((acc, cat, i) => {
-  const pieChartConfig = byCategory.reduce<ChartConfig>((acc, cat, i) => {
     acc[cat.category_name] = {
       label: cat.category_name,
-      color: COLORS[i % COLORS.length],
+      color: sliceColor(i, cat.category_name),
     };
     return acc;
   }, {});
 
   return (
     <div className="space-y-6">
-      <div className="flex flex-col sm:flex-row sm:items-center justify-between gap-4">
+      <PageHeader
-        <div>
+        icon={BarChart3}
-          <div className="flex items-center gap-2">
+        title="Analytics"
-            <BarChart3 className="w-5 h-5 text-primary" />
+        subtitle="Desglose y tendencias de gasto"
-            <h1 className="text-2xl font-bold font-heading">Analytics</h1>
+        actions={<BillingCycleSelector value={cycle} onChange={setCycle} />}
-          </div>
+      />
-          <p className="text-sm text-muted-foreground mt-1">Desglose y tendencias de gasto</p>
-        </div>
-        <BillingCycleSelector value={cycle} onChange={setCycle} />
-      </div>
 
       {anyError && (
         <ErrorState
@@ -155,24 +197,22 @@ export default function Analytics() {
       )}
 
       <div className="grid grid-cols-1 lg:grid-cols-2 gap-6">
-        {/* Spending by Category - Donut */}
+        {/* Gasto por categoría — donut */}
         <Card>
           <CardHeader>
-            <CardTitle className="text-sm uppercase tracking-wider text-muted-foreground">
+            <CardTitle className="text-sm font-medium text-muted-foreground">
-              Spending by Category
+              Gasto por categoría
             </CardTitle>
           </CardHeader>
           <CardContent>
-            {byCategory.length === 0 ? (
+            {folded.length === 0 ? (
-              <div className="h-64 flex items-center justify-center text-muted-foreground text-sm">
+              <ChartEmpty description="Sin gastos en este período." />
-                Sin datos para este período
-              </div>
             ) : (
               <div className="flex flex-col items-center">
                 <ChartContainer data-sensitive config={pieChartConfig} className="h-[260px] w-full">
                   <PieChart>
                     <Pie
-                      data={byCategory}
+                      data={folded}
                       dataKey="total"
                       nameKey="category_name"
                       cx="50%"
@@ -180,10 +220,12 @@ export default function Analytics() {
                       innerRadius={60}
                       outerRadius={100}
                       paddingAngle={2}
-                      strokeWidth={0}
+                      strokeWidth={2}
+                      stroke="var(--background)"
+                      isAnimationActive={false}
                     >
-                      {byCategory.map((_, i) => (
+                      {folded.map((cat, i) => (
-                        <Cell key={i} fill={COLORS[i % COLORS.length]} />
+                        <Cell key={cat.category_name} fill={sliceColor(i, cat.category_name)} />
                       ))}
                     </Pie>
                     <ChartTooltip
@@ -198,11 +240,11 @@ export default function Analytics() {
 
                 {/* Legend */}
                 <div className="grid grid-cols-2 gap-x-6 gap-y-1.5 mt-2 w-full max-w-md">
-                  {byCategory.slice(0, 10).map((cat, i) => (
+                  {folded.map((cat, i) => (
                     <div key={cat.category_name} className="flex items-center gap-2 text-xs">
                       <div
                         className="w-2.5 h-2.5 rounded-full flex-shrink-0"
-                        style={{ background: COLORS[i % COLORS.length] }}
+                        style={{ background: sliceColor(i, cat.category_name) }}
                       />
                       <span className="text-muted-foreground truncate">{cat.category_name}</span>
                       <span data-sensitive className="text-muted-foreground/60 ml-auto">{cat.percentage}%</span>
@@ -214,26 +256,20 @@ export default function Analytics() {
           </CardContent>
         </Card>
 
-        {/* Monthly Trend - Bar */}
+        {/* Gasto mensual — barras por ciclo */}
         <Card>
           <CardHeader>
-            <CardTitle className="text-sm uppercase tracking-wider text-muted-foreground">
+            <CardTitle className="text-sm font-medium text-muted-foreground">
-              Monthly Spending (CRC)
+              Gasto mensual por ciclo (CRC)
             </CardTitle>
           </CardHeader>
           <CardContent>
             {trend.length === 0 ? (
-              <div className="h-64 flex items-center justify-center text-muted-foreground text-sm">
+              <ChartEmpty description="Todavía no hay ciclos con datos." />
-                No data
-              </div>
             ) : (
               <ChartContainer data-sensitive config={trendChartConfig} className="h-[300px] w-full">
                 <BarChart data={trend}>
-                  <XAxis
+                  <XAxis dataKey="label" axisLine={false} tickLine={false} />
-                    dataKey="label"
-                    axisLine={false}
-                    tickLine={false}
-                  />
                   <YAxis
                     axisLine={false}
                     tickLine={false}
@@ -246,36 +282,39 @@ export default function Analytics() {
                       />
                     }
                   />
-                  <Bar dataKey="total_crc" fill="var(--color-total_crc)" radius={[4, 4, 0, 0]} />
+                  <Bar
+                    dataKey="total_crc"
+                    fill="var(--color-total_crc)"
+                    radius={[4, 4, 0, 0]}
+                    isAnimationActive={false}
+                  />
                 </BarChart>
               </ChartContainer>
             )}
           </CardContent>
         </Card>
 
-        {/* Daily Spending - Line */}
+        {/* Gasto diario — barras */}
         <Card className="lg:col-span-2">
           <CardHeader>
-            <CardTitle className="text-sm uppercase tracking-wider text-muted-foreground">
+            <CardTitle className="text-sm font-medium text-muted-foreground">
-              Daily Spending
+              Gasto diario
             </CardTitle>
           </CardHeader>
           <CardContent>
             {daily.length === 0 ? (
-              <div className="h-48 flex items-center justify-center text-muted-foreground text-sm">
+              <ChartEmpty description="Sin gastos en este período." />
-                Sin datos para este período
-              </div>
             ) : (
               <ChartContainer data-sensitive config={dailyChartConfig} className="h-[240px] w-full">
-                <LineChart data={daily}>
+                <BarChart data={daily}>
                   <XAxis
                     dataKey="date"
                     axisLine={false}
                     tickLine={false}
-                    tickFormatter={(v) => {
+                    minTickGap={24}
-                      const d = new Date(v);
+                    tickFormatter={(v) =>
-                      return `${d.getMonth() + 1}/${d.getDate()}`;
+                      new Date(v).toLocaleDateString('es-CR', { month: 'short', day: 'numeric' })
-                    }}
+                    }
                   />
                   <YAxis
                     axisLine={false}
@@ -292,36 +331,34 @@ export default function Analytics() {
                       />
                     }
                   />
-                  <Line
+                  <Bar
-                    type="monotone"
                     dataKey="total"
-                    stroke="var(--color-total)"
+                    fill="var(--color-total)"
-                    strokeWidth={2}
+                    radius={[2, 2, 0, 0]}
-                    dot={{ fill: 'var(--color-total)', r: 3 }}
+                    isAnimationActive={false}
-                    activeDot={{ r: 5 }}
                   />
-                </LineChart>
+                </BarChart>
               </ChartContainer>
             )}
           </CardContent>
         </Card>
       </div>
 
-      {/* Top categories summary */}
+      {/* Categorías principales */}
       {byCategory.length > 0 && (
         <Card>
           <CardHeader>
-            <CardTitle className="text-sm uppercase tracking-wider text-muted-foreground">
+            <CardTitle className="text-sm font-medium text-muted-foreground">
-              Top Categories
+              Categorías principales
             </CardTitle>
           </CardHeader>
           <CardContent>
             <div className="space-y-3">
-              {byCategory.slice(0, 8).map((cat, i) => (
+              {folded.map((cat, i) => (
                 <div key={cat.category_name} className="flex items-center gap-3">
                   <div
                     className="w-3 h-3 rounded-full flex-shrink-0"
-                    style={{ background: COLORS[i % COLORS.length] }}
+                    style={{ background: sliceColor(i, cat.category_name) }}
                   />
                   <span className="text-sm flex-1">{cat.category_name}</span>
                   <span data-sensitive className="text-xs text-muted-foreground">{cat.count} txns</span>
@@ -332,8 +369,8 @@ export default function Analytics() {
                     <div
                       className="h-1.5 rounded-full"
                       style={{
-                        width: `${cat.percentage}%`,
+                        width: `${Math.min(100, cat.percentage)}%`,
-                        background: COLORS[i % COLORS.length],
+                        background: sliceColor(i, cat.category_name),
                       }}
                     />
                   </div>
@@ -343,28 +380,25 @@ export default function Analytics() {
           </CardContent>
         </Card>
       )}
-      {/* Exchange rate history */}
+
+      {/* Tipo de cambio */}
       <Card>
         <CardHeader>
-          <CardTitle className="text-sm uppercase tracking-wider text-muted-foreground">
+          <CardTitle className="text-sm font-medium text-muted-foreground">
-            Tipo de Cambio USD/CRC (90 días)
+            Tipo de cambio USD/CRC (90 días)
           </CardTitle>
         </CardHeader>
         <CardContent>
           {(ratesQ.data?.length ?? 0) < 2 ? (
-            <div className="h-40 flex items-center justify-center text-muted-foreground text-sm">
+            <ChartEmpty description="Sin historial suficiente." />
-              Sin historial suficiente
-            </div>
           ) : (
-            <ChartContainer
+            <ChartContainer config={rateChartConfig} className="h-[200px] w-full">
-              config={rateChartConfig}
-              className="h-[200px] w-full"
-            >
               <LineChart data={ratesQ.data}>
                 <XAxis
                   dataKey="day"
                   axisLine={false}
                   tickLine={false}
+                  minTickGap={24}
                   tickFormatter={(v) =>
                     new Date(v).toLocaleDateString('es-CR', {
                       month: 'short',
@@ -385,19 +419,22 @@ export default function Analytics() {
                     />
                   }
                 />
+                <ChartLegend content={<ChartLegendContent />} />
                 <Line
                   type="monotone"
                   dataKey="sell_rate"
-                  stroke="var(--chart-1)"
+                  stroke="var(--color-sell_rate)"
                   dot={false}
                   strokeWidth={2}
+                  isAnimationActive={false}
                 />
                 <Line
                   type="monotone"
                   dataKey="buy_rate"
-                  stroke="var(--chart-2)"
+                  stroke="var(--color-buy_rate)"
                   dot={false}
                   strokeWidth={2}
+                  isAnimationActive={false}
                 />
               </LineChart>
             </ChartContainer>