Budget donuts: sequential ramps + categorical slots, Paleta toggle retired

lib/charts.ts centralizes the color system: fixed categorical slots
(never cycled, >5 folds into Otros, 'Sin categoría' reads neutral) and
color-mix ramps that stay correct in dark mode. Animations off so
charts render deterministically.

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

frontend/src/components/budget/MonthlyDetail.tsx

@@ -1,12 +1,11 @@
-import { useState } from 'react';
 import { PieChart, Pie, Cell } from 'recharts';
 
 import { type MonthlyDetail as MonthlyDetailType } from '@/lib/api';
 import { formatAmount } from '@/lib/format';
+import { categoricalColor, rampColor, MAX_SLICES } from '@/lib/charts';
 import { cn } from '@/lib/utils';
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
 import { Separator } from '@/components/ui/separator';
-import { Button } from '@/components/ui/button';
 import { Skeleton } from '@/components/ui/skeleton';
 import {
   ChartContainer,
@@ -23,29 +22,6 @@ import {
   Info,
 } from 'lucide-react';
 
-type PaletteMode = 'chatgpt' | 'gemini';
-
-const PALETTES: Record<PaletteMode, { income: string[]; expense: string[]; cc: string[] }> = {
-  chatgpt: {
-    // Pure green scale, darkest → lightest (assigned by rank)
-    income: ['#14532D', '#16A34A', '#4ADE80', '#BBF7D0'],
-    // Pure amber scale, darkest → lightest (assigned by rank)
-    expense: ['#92400E', '#B45309', '#D97706', '#F59E0B', '#FCD34D'],
-    // Warm-to-cool alternating for CC categories
-    cc: ['#B45309', '#2563EB', '#DC2626', '#16A34A', '#7C3AED',
-         '#D97706', '#0F766E', '#DB2777', '#EA580C', '#4F46E5'],
-  },
-  gemini: {
-    // Qualitative greens: dark green, mint, pale green, forest
-    income: ['#2D6A4F', '#52B788', '#B7E4C7', '#1B4332'],
-    // Terracotta, slate blue, sage, sand — diverse hues
-    expense: ['#E07A5F', '#3D405B', '#81B29A', '#F2CC8F', '#D56B4E', '#2E344A', '#6A9E85', '#E5B87A'],
-    // Pastel/muted diverse for CC categories
-    cc: ['#6366F1', '#EC4899', '#14B8A6', '#F97316', '#8B5CF6',
-         '#06B6D4', '#EF4444', '#10B981', '#F59E0B', '#3B82F6'],
-  },
-};
-
 const SOURCE_LABELS: Record<string, { label: string; icon: typeof Banknote }> = {
   CASH: { label: 'Efectivo', icon: Banknote },
   TRANSFER: { label: 'Transferencias', icon: ArrowLeftRight },
@@ -91,16 +67,9 @@ function PieCardSkeleton({ titleIcon: TitleIcon, title }: { titleIcon: typeof Tr
 }
 
 export default function MonthlyDetail({ detail, loading, onNavigateToTransactions }: MonthlyDetailProps) {
-  const [paletteMode, setPaletteMode] = useState<PaletteMode>('chatgpt');
-
   if (loading || !detail) {
     return (
       <div className="space-y-4">
-        <div className="flex items-center justify-end gap-1">
-          <span className="text-xs text-muted-foreground mr-1">Paleta:</span>
-          <Skeleton className="h-6 w-16" />
-          <Skeleton className="h-6 w-16" />
-        </div>
         <div className="grid gap-4 md:grid-cols-2">
           <PieCardSkeleton titleIcon={TrendingUp} title="Ingresos" />
           <PieCardSkeleton titleIcon={TrendingDown} title="Egresos Fijos" />
@@ -172,32 +141,20 @@ export default function MonthlyDetail({ detail, loading, onNavigateToTransaction
     );
   }
 
-  const { income: incomeColors, expense: expenseColors, cc: ccColors } = PALETTES[paletteMode];
-
   const incomeData = detail.income_items.map((item) => ({ name: item.name, value: item.amount }));
   const expenseData = detail.expense_items.map((item) => ({ name: item.name, value: item.amount }));
 
-  // For ChatGPT mode: assign colors by rank (largest = darkest)
+  // Sequential ramps: one hue per concept, largest slice = full token,
-  // For Gemini mode: assign colors by position (qualitative)
+  // smaller slices fade toward the surface (rank-ordered).
-  function buildColorMap(data: { name: string; value: number }[], colors: string[]): Map<string, string> {
+  function buildRampMap(data: { name: string; value: number }[], baseVar: string): Map<string, string> {
-    if (paletteMode === 'chatgpt') {
     const sorted = [...data].sort((a, b) => b.value - a.value);
     const map = new Map<string, string>();
-      sorted.forEach((item, i) => {
+    sorted.forEach((item, i) => map.set(item.name, rampColor(baseVar, i, sorted.length)));
-        map.set(item.name, colors[Math.min(i, colors.length - 1)]);
-      });
-      return map;
-    }
-    // Gemini: positional
-    const map = new Map<string, string>();
-    data.forEach((item, i) => {
-      map.set(item.name, colors[i % colors.length]);
-    });
     return map;
   }
 
-  const incomeColorMap = buildColorMap(incomeData, incomeColors);
+  const incomeColorMap = buildRampMap(incomeData, 'var(--chart-1)');
-  const expenseColorMap = buildColorMap(expenseData, expenseColors);
+  const expenseColorMap = buildRampMap(expenseData, 'var(--chart-2)');
 
   const incomeConfig = incomeData.reduce<ChartConfig>((acc, item) => {
     acc[item.name] = { label: item.name, color: incomeColorMap.get(item.name)! };
@@ -209,16 +166,28 @@ export default function MonthlyDetail({ detail, loading, onNavigateToTransaction
     return acc;
   }, {});
 
-  // CC spending by category
+  // CC by category: identity → categorical slots; past the 5th fold into "Otros".
-  const ccData = (detail.cc_by_category ?? []).map((item) => ({
+  const ccRaw = (detail.cc_by_category ?? []).map((item) => ({
     name: item.category_name,
     value: item.amount,
   }));
-  const ccConfig = ccData.reduce<ChartConfig>((acc, item, i) => {
+  const ccData =
-    acc[item.name] = { label: item.name, color: ccColors[i % ccColors.length] };
+    ccRaw.length <= MAX_SLICES
+      ? ccRaw
+      : [
+          ...ccRaw.slice(0, MAX_SLICES),
+          {
+            name: 'Otros',
+            value: ccRaw.slice(MAX_SLICES).reduce((s, c) => s + c.value, 0),
+          },
+        ];
+  const ccColorOf = (name: string) =>
+    categoricalColor(ccData.findIndex((c) => c.name === name), name);
+  const ccConfig = ccData.reduce<ChartConfig>((acc, item) => {
+    acc[item.name] = { label: item.name, color: ccColorOf(item.name) };
     return acc;
   }, {});
-  const ccTotal = ccData.reduce((sum, item) => sum + item.value, 0);
+  const ccTotal = ccRaw.reduce((sum, item) => sum + item.value, 0);
 
   // Filter actuals to only cash and transfer (no credit card)
   const cashTransferActuals = detail.actuals_by_source.filter(
@@ -227,27 +196,6 @@ export default function MonthlyDetail({ detail, loading, onNavigateToTransaction
 
   return (
     <div className="space-y-4">
-      {/* Palette Toggle */}
-      <div className="flex items-center justify-end gap-1">
-        <span className="text-xs text-muted-foreground mr-1">Paleta:</span>
-        <Button
-          variant={paletteMode === 'chatgpt' ? 'default' : 'outline'}
-          size="sm"
-          className="h-6 text-xs px-2"
-          onClick={() => setPaletteMode('chatgpt')}
-        >
-          ChatGPT
-        </Button>
-        <Button
-          variant={paletteMode === 'gemini' ? 'default' : 'outline'}
-          size="sm"
-          className="h-6 text-xs px-2"
-          onClick={() => setPaletteMode('gemini')}
-        >
-          Gemini
-        </Button>
-      </div>
-
       {/* Pie Charts */}
       <div className="grid gap-4 md:grid-cols-2">
         {/* Income Pie */}
@@ -274,6 +222,7 @@ export default function MonthlyDetail({ detail, loading, onNavigateToTransaction
                       paddingAngle={2}
                       strokeWidth={2}
                       stroke="var(--card)"
+                      isAnimationActive={false}
                     >
                       {incomeData.map((item, i) => (
                         <Cell key={i} fill={incomeColorMap.get(item.name)!} />
@@ -340,6 +289,7 @@ export default function MonthlyDetail({ detail, loading, onNavigateToTransaction
                       paddingAngle={2}
                       strokeWidth={2}
                       stroke="var(--card)"
+                      isAnimationActive={false}
                     >
                       {expenseData.map((item, i) => (
                         <Cell key={i} fill={expenseColorMap.get(item.name)!} />
@@ -406,9 +356,10 @@ export default function MonthlyDetail({ detail, loading, onNavigateToTransaction
                     paddingAngle={2}
                     strokeWidth={2}
                     stroke="var(--card)"
+                    isAnimationActive={false}
                   >
-                    {ccData.map((_, i) => (
+                    {ccData.map((item) => (
-                      <Cell key={i} fill={ccColors[i % ccColors.length]} />
+                      <Cell key={item.name} fill={ccColorOf(item.name)} />
                     ))}
                   </Pie>
                   <ChartTooltip
@@ -424,11 +375,11 @@ export default function MonthlyDetail({ detail, loading, onNavigateToTransaction
                 </PieChart>
               </ChartContainer>
               <div className="grid grid-cols-2 gap-x-4 gap-y-1 w-full md:w-1/2">
-                {ccData.map((item, i) => (
+                {ccData.map((item) => (
                   <div key={item.name} className="flex items-center gap-1.5 text-xs">
                     <div
                       className="w-2 h-2 rounded-full shrink-0"
-                      style={{ background: ccColors[i % ccColors.length] }}
+                      style={{ background: ccColorOf(item.name) }}
                     />
                     <span className="truncate text-muted-foreground">{item.name}</span>
                   </div>

frontend/src/lib/charts.ts

@@ -0,0 +1,32 @@
+/** Shared chart color system (see dataviz standard).
+ *
+ * - Categorical (identity): the five validated --chart-N slots, assigned in
+ *   fixed order, NEVER cycled — anything past the 5th folds into "Otros".
+ * - Sequential (magnitude within one concept, e.g. income sources ranked by
+ *   size): one hue ramped toward the surface via color-mix, which stays
+ *   correct in both light and dark mode.
+ */
+
+export const SERIES_VARS = [
+  "var(--chart-1)",
+  "var(--chart-2)",
+  "var(--chart-3)",
+  "var(--chart-4)",
+  "var(--chart-5)",
+] as const;
+
+export const OTROS_COLOR = "var(--muted-foreground)";
+export const MAX_SLICES = SERIES_VARS.length;
+
+export function categoricalColor(index: number, name?: string): string {
+  if (name === "Otros" || name === "Sin categoría") return OTROS_COLOR;
+  return SERIES_VARS[Math.min(index, SERIES_VARS.length - 1)];
+}
+
+/** Rank-ordered shade of one hue: rank 0 (largest) is the full token, later
+ * ranks fade toward the surface but never below 35% so they keep chroma. */
+export function rampColor(baseVar: string, rank: number, count: number): string {
+  if (count <= 1 || rank <= 0) return baseVar;
+  const pct = Math.round(100 - (rank / Math.max(count - 1, 1)) * 65);
+  return `color-mix(in oklab, ${baseVar} ${pct}%, var(--background))`;
+}

frontend/src/pages/Analytics.tsx

@@ -14,6 +14,7 @@ import {
 import { BarChart3, ChartPie } from 'lucide-react';
 
 import api, { getRateHistory } from '@/lib/api';
+import { categoricalColor, MAX_SLICES } from '@/lib/charts';
 import ErrorState from '@/components/ErrorState';
 import BillingCycleSelector from '@/components/BillingCycleSelector';
 import { PageHeader } from '@/components/page-header';
@@ -57,17 +58,6 @@ interface DailySpending {
   count: number;
 }
 
-/** Fixed categorical slots (validated palette). Never cycled: categories
- * beyond the 5th fold into "Otros" (muted). */
-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')}`;
@@ -90,9 +80,6 @@ function foldCategories(cats: CategorySpending[]) {
   ];
 }
 
-function sliceColor(index: number, name: string) {
-  return name === 'Otros' ? OTROS_COLOR : SERIES_VARS[index % SERIES_VARS.length];
-}
 
 function ChartEmpty({ description }: { description: string }) {
   return (
@@ -175,7 +162,7 @@ export default function Analytics() {
   const pieChartConfig = folded.reduce<ChartConfig>((acc, cat, i) => {
     acc[cat.category_name] = {
       label: cat.category_name,
-      color: sliceColor(i, cat.category_name),
+      color: categoricalColor(i, cat.category_name),
     };
     return acc;
   }, {});
@@ -225,7 +212,7 @@ export default function Analytics() {
                       isAnimationActive={false}
                     >
                       {folded.map((cat, i) => (
-                        <Cell key={cat.category_name} fill={sliceColor(i, cat.category_name)} />
+                        <Cell key={cat.category_name} fill={categoricalColor(i, cat.category_name)} />
                       ))}
                     </Pie>
                     <ChartTooltip
@@ -244,7 +231,7 @@ export default function Analytics() {
                     <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: sliceColor(i, cat.category_name) }}
+                        style={{ background: categoricalColor(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>
@@ -358,7 +345,7 @@ export default function Analytics() {
                 <div key={cat.category_name} className="flex items-center gap-3">
                   <div
                     className="w-3 h-3 rounded-full flex-shrink-0"
-                    style={{ background: sliceColor(i, cat.category_name) }}
+                    style={{ background: categoricalColor(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>
@@ -370,7 +357,7 @@ export default function Analytics() {
                       className="h-1.5 rounded-full"
                       style={{
                         width: `${Math.min(100, cat.percentage)}%`,
-                        background: sliceColor(i, cat.category_name),
+                        background: categoricalColor(i, cat.category_name),
                       }}
                     />
                   </div>