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Stirling-PDF/frontend/editor
ConnorYoh 54bf32485f feat(portal): adopt TanStack Query with a shared per-resource query layer (#7135)
## Why

The processor/portal loads slowly because every view fetches its data on
mount with no client-side cache — navigating away and back refetches
everything, and shared data (policies, sources, roster, fleet stats) is
fetched repeatedly. This adopts **TanStack Query** so the portal caches,
dedupes, and revalidates instead.

Follows the Users-page proof-of-concept (kept as the reference A/B
example behind a dev flag); DevTools before/after confirmed revisiting a
cached view now costs zero network calls.

## What

**Shared per-resource query layer** (`portal/queries/`) — the mechanism
for both in-view and cross-view sharing:
- `keys.ts` (flavor-agnostic queryKey factory), `adapters.ts`
(`toAsyncState` → the existing `AsyncState` shape, so view bodies barely
change)
- One **base hook per endpoint**; **derived hooks**
(`usePoliciesOverview`, `useProcessorFlow`, `useOnboardingProgress`)
compose them
- The bundle functions (`fetchPolicies`, `fetchProcessorFlow`,
`useOnboardingProgress`) are decomposed into base queries — otherwise
the caches wouldn't dedupe against each other

**Migrated:** Documents, Policies, Pipelines, Sources + all of Home's
fetching cards. Mutations use `invalidateQueries` (Policies' `version`
bump removed; Source/Pipeline builders invalidate-then-navigate;
ConnectionsTab + S3 picker share one cache).

**SaaS `/team/my` collapse:** `resolveTeam()` reads through the shared
cache (`ensureQueryData`), so roster + teams resolve it once (2→1), with
a direct-fetch fallback when no provider is mounted.

`QueryClientProvider` is mounted once at the portal root (`PortalApp`),
above the router, so the cache survives navigation.

## Impact on duplicate fetches

- **In-view:** Home `/policies` ×3, `/policies/runs` ×3, `/sources` ×2,
`/v1/editor/deployment` ×2 → **1× each** per mount
- **Cross-view:** Policies / Sources / Users / EditorAdmin /
Infrastructure reuse Home's warmed cache within `staleTime` (no refetch
on navigation)
- **SaaS Users:** `/team/my` 2× → **1×**

## Testing

- Portal typecheck + SaaS typecheck, ESLint (`--max-warnings=0`),
Prettier — all green
- **224 portal tests pass** (existing component tests wrapped in a
shared `QueryClient` test provider)
- New: `queries/sharing.test.tsx` (in-view: 3 consumers → 1 fetch each;
cross-view: remount → 0 refetch) and a `/team/my` collapse assertion in
`UsersReactQuery.test.tsx`

## Notes for reviewers

- Keys are intentionally flavor-agnostic (local vs SaaS routing lives
inside the api fns), so one key addresses whichever backend the flavor
build resolves.
- `staleTime` 30s / `gcTime` 5m defaults; tier-dependent resources key
on tier.
- Users view keeps its dev flag/legacy path deliberately as the
documented reference.
2026-07-23 14:53:16 +00:00
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