Adopt TanStack Query: provider, timeouts, useBudget, Budget page

QueryClientProvider (30s staleTime, 1 retry) + Sonner Toaster at the
root. api.ts gains AbortSignal support and a default 30s timeout
(FE-24); query cancellation kills the stale-response races (FE-01,
FE-03). useBudget is now queries + mutations with targeted ['budget']
invalidation and success/error toasts on every mutation (ARCH-13,
UX-01); month navigation keeps the previous month visible while
fetching. Budget's transaction list is a cancellable query with
placeholder data; deferred-toggle gets feedback (UX-05); both panels
render a shared ErrorState with retry instead of failing silently.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

codebase-review/PROGRESS.md

@@ -98,6 +98,20 @@ Completed 2026-06-10.
 
 Tests: 55 → **69** (new: model serialization, agent tools, upload validation).
 
+**Production verification (2026-06-10, deploy after CI test gate):** boot logs show
+both migrations applied in order; `alembic_version = 7884505b16b3`;
+`transaction.amount` is `numeric(15,2)`; FK rules live (`SET NULL`×2, `CASCADE`);
+data intact through the type change (238 transactions, sum unchanged); live API
+emits amounts as JSON numbers.
+
+---
+
+## Phase 3 — Frontend Data Layer & Feedback 🔄 IN PROGRESS
+
+Started 2026-06-10. Scope per plan: TanStack Query adoption (3.1), toast +
+error-state standard (3.2), auth-flow fixes (3.3), type alignment (3.4 — scope
+assessed at the end), small-fix batch (3.5).
+
 ## Phase 3 — Frontend Data Layer & Feedback ⏳ NOT STARTED
 
 ## Phase 4 — UX, Trust & Features ⏳ NOT STARTED

frontend/package.json

@@ -19,6 +19,7 @@
     "@fontsource-variable/ibm-plex-sans": "^5.2.8",
     "@fontsource-variable/noto-sans": "^5.2.10",
     "@hono/node-server": "^1.14.4",
+    "@tanstack/react-query": "^5.101.0",
     "@tanstack/react-table": "^8.21.3",
     "class-variance-authority": "^0.7.1",
     "clsx": "^2.1.1",
@@ -30,6 +31,7 @@
     "react-router-dom": "^7.6.0",
     "recharts": "^3.8.1",
     "rxjs": "^7.8.1",
+    "sonner": "^2.0.7",
     "tailwind-merge": "^3.5.0",
     "tsx": "^4.19.4",
     "tw-animate-css": "^1.4.0"

frontend/pnpm-lock.yaml

@@ -32,6 +32,9 @@ importers:
       '@hono/node-server':
         specifier: ^1.14.4
         version: 1.19.14(hono@4.12.15)
+      '@tanstack/react-query':
+        specifier: ^5.101.0
+        version: 5.101.0(react@19.2.5)
       '@tanstack/react-table':
         specifier: ^8.21.3
         version: 8.21.3(react-dom@19.2.5(react@19.2.5))(react@19.2.5)
@@ -65,6 +68,9 @@ importers:
       rxjs:
         specifier: ^7.8.1
         version: 7.8.2
+      sonner:
+        specifier: ^2.0.7
+        version: 2.0.7(react-dom@19.2.5(react@19.2.5))(react@19.2.5)
       tailwind-merge:
         specifier: ^3.5.0
         version: 3.5.0
@@ -1606,6 +1612,14 @@ packages:
     resolution: {integrity: sha512-ZNQ1bIL6eUXVKdic0tiImvBVkWrg/IoSK6VIacTrO3d3HAGnd70qFJNJagR/YOJIOw4EKGWnodwpYZkN1pWuVQ==}
     engines: {node: '>=18'}
 
+  '@tanstack/query-core@5.101.0':
+    resolution: {integrity: sha512-cQetA74EB+seWySv1TTKr828TnP0u39m6LykwDXIo84SNortpDkp30TMEjkqtYCNP9c40uT/iwl6MLiufEt0Ow==}
+
+  '@tanstack/react-query@5.101.0':
+    resolution: {integrity: sha512-rLlJXSpkqfizLWgkR5+eLeIk0MvTx/meEIR7LRjxic+qxiQP8zVjq7BqQkiCMNLQBlLfuOLqqr6KO5GtrDlmSg==}
+    peerDependencies:
+      react: ^18 || ^19
+
   '@tanstack/react-table@8.21.3':
     resolution: {integrity: sha512-5nNMTSETP4ykGegmVkhjcS8tTLW6Vl4axfEGQN3v0zdHYbK4UfoqfPChclTrJ4EoK9QynqAu9oUf8VEmrpZ5Ww==}
     engines: {node: '>=12'}
@@ -3852,6 +3866,12 @@ packages:
   sonic-boom@4.2.1:
     resolution: {integrity: sha512-w6AxtubXa2wTXAUsZMMWERrsIRAdrK0Sc+FUytWvYAhBJLyuI4llrMIC1DtlNSdI99EI86KZum2MMq3EAZlF9Q==}
 
+  sonner@2.0.7:
+    resolution: {integrity: sha512-W6ZN4p58k8aDKA4XPcx2hpIQXBRAgyiWVkYhT7CvK6D3iAu7xjvVyhQHg2/iaKJZ1XVJ4r7XuwGL+WGEK37i9w==}
+    peerDependencies:
+      react: ^18.0.0 || ^19.0.0 || ^19.0.0-rc
+      react-dom: ^18.0.0 || ^19.0.0 || ^19.0.0-rc
+
   source-map-js@1.2.1:
     resolution: {integrity: sha512-UXWMKhLOwVKb728IUtQPXxfYU+usdybtUrK/8uGE8CQMvrhOpwvzDBwj0QhSL7MQc7vIsISBG8VQ8+IDQxpfQA==}
     engines: {node: '>=0.10.0'}
@@ -5705,6 +5725,13 @@ snapshots:
       '@tanstack/devtools-event-client': 0.4.3
       '@tanstack/store': 0.9.3
 
+  '@tanstack/query-core@5.101.0': {}
+
+  '@tanstack/react-query@5.101.0(react@19.2.5)':
+    dependencies:
+      '@tanstack/query-core': 5.101.0
+      react: 19.2.5
+
   '@tanstack/react-table@8.21.3(react-dom@19.2.5(react@19.2.5))(react@19.2.5)':
     dependencies:
       '@tanstack/table-core': 8.21.3
@@ -8634,6 +8661,11 @@ snapshots:
     dependencies:
       atomic-sleep: 1.0.0
 
+  sonner@2.0.7(react-dom@19.2.5(react@19.2.5))(react@19.2.5):
+    dependencies:
+      react: 19.2.5
+      react-dom: 19.2.5(react@19.2.5)
+
   source-map-js@1.2.1: {}
 
   space-separated-tokens@1.1.5: {}

frontend/src/App.tsx

@@ -1,8 +1,19 @@
 import { BrowserRouter, Routes, Route, Navigate } from "react-router-dom";
 import { CopilotKit } from "@copilotkit/react-core";
+import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
+import { Toaster } from "sonner";
 import { AuthProvider, useAuth } from "./AuthContext";
 import { ThemeProvider } from "./contexts/theme-context";
 import { PrivacyProvider } from "./contexts/privacy-context";
+
+const queryClient = new QueryClient({
+  defaultOptions: {
+    queries: {
+      staleTime: 30_000,
+      retry: 1,
+    },
+  },
+});
 import Layout from "./components/Layout";
 import LoginPage from "./pages/Login";
 import Asistente from "./pages/Asistente";
@@ -58,9 +69,12 @@ export default function App() {
       <ThemeProvider>
         <PrivacyProvider>
           <AuthProvider>
-            <CopilotKit runtimeUrl="/api/copilotkit" agent="wealthysmart" a2ui={{}}>
+            <QueryClientProvider client={queryClient}>
-              <AppRoutes />
+              <CopilotKit runtimeUrl="/api/copilotkit" agent="wealthysmart" a2ui={{}}>
-            </CopilotKit>
+                <AppRoutes />
+                <Toaster richColors position="top-right" closeButton />
+              </CopilotKit>
+            </QueryClientProvider>
           </AuthProvider>
         </PrivacyProvider>
       </ThemeProvider>

frontend/src/components/ErrorState.tsx

@@ -0,0 +1,28 @@
+import { AlertTriangle, RotateCw } from 'lucide-react';
+import { Button } from '@/components/ui/button';
+
+interface Props {
+  message?: string;
+  onRetry?: () => void;
+}
+
+export default function ErrorState({
+  message = 'No se pudieron cargar los datos',
+  onRetry,
+}: Props) {
+  return (
+    <div
+      role="alert"
+      className="flex flex-col items-center justify-center gap-3 rounded-lg border border-destructive/40 bg-destructive/5 p-8 text-center"
+    >
+      <AlertTriangle className="h-6 w-6 text-destructive" aria-hidden="true" />
+      <p className="text-sm text-muted-foreground">{message}</p>
+      {onRetry && (
+        <Button variant="outline" size="sm" onClick={onRetry}>
+          <RotateCw className="mr-2 h-4 w-4" aria-hidden="true" />
+          Reintentar
+        </Button>
+      )}
+    </div>
+  );
+}

frontend/src/hooks/useBudget.ts

@@ -1,8 +1,7 @@
-import { useState, useEffect, useCallback } from 'react';
+import { useState } from 'react';
+import { useQuery, useQueryClient } from '@tanstack/react-query';
+import { toast } from 'sonner';
 import {
-  type YearlyProjection,
-  type MonthlyDetail,
-  type RecurringItem,
   type RecurringItemCreate,
   type RecurringItemUpdate,
   getYearlyProjection,
@@ -15,89 +14,90 @@ import {
   deleteBalanceOverride,
 } from '@/lib/api';
 
+/** All budget data hangs off the ['budget', ...] key family; every mutation
+ * invalidates the family so projection, month detail and items stay in sync. */
 export function useBudget(initialYear: number) {
+  const queryClient = useQueryClient();
   const [year, setYear] = useState(initialYear);
-  const [selectedMonth, setSelectedMonth] = useState<number>(new Date().getMonth() + 1);
+  const [selectedMonth, setSelectedMonth] = useState<number>(
-  const [projection, setProjection] = useState<YearlyProjection | null>(null);
+    new Date().getMonth() + 1,
-  const [monthDetail, setMonthDetail] = useState<MonthlyDetail | null>(null);
+  );
-  const [recurringItems, setRecurringItems] = useState<RecurringItem[]>([]);
-  const [loading, setLoading] = useState(true);
-  const [monthLoading, setMonthLoading] = useState(false);
 
-  const fetchProjection = useCallback(async () => {
+  const projectionQ = useQuery({
-    setLoading(true);
+    queryKey: ['budget', 'projection', year],
+    queryFn: () => getYearlyProjection(year).then((r) => r.data),
+  });
+
+  const monthDetailQ = useQuery({
+    queryKey: ['budget', 'month', year, selectedMonth],
+    queryFn: () => getMonthlyDetail(year, selectedMonth).then((r) => r.data),
+    placeholderData: (prev) => prev, // keep last month visible while navigating
+  });
+
+  const recurringQ = useQuery({
+    queryKey: ['budget', 'recurring'],
+    queryFn: () => getRecurringItems().then((r) => r.data),
+  });
+
+  const invalidate = () =>
+    queryClient.invalidateQueries({ queryKey: ['budget'] });
+
+  async function mutateWithToast(
+    action: () => Promise<unknown>,
+    success: string,
+    failure: string,
+  ) {
     try {
-      const { data } = await getYearlyProjection(year);
+      await action();
-      setProjection(data);
+    } catch (err) {
-    } finally {
+      toast.error(failure);
-      setLoading(false);
+      throw err;
     }
-  }, [year]);
+    toast.success(success);
-
+    await invalidate();
-  const fetchMonthDetail = useCallback(async () => {
+  }
-    setMonthLoading(true);
-    try {
-      const { data } = await getMonthlyDetail(year, selectedMonth);
-      setMonthDetail(data);
-    } finally {
-      setMonthLoading(false);
-    }
-  }, [year, selectedMonth]);
-
-  const fetchRecurringItems = useCallback(async () => {
-    const { data } = await getRecurringItems();
-    setRecurringItems(data);
-  }, []);
-
-  useEffect(() => {
-    fetchProjection();
-    fetchRecurringItems();
-  }, [fetchProjection, fetchRecurringItems]);
-
-  useEffect(() => {
-    fetchMonthDetail();
-  }, [fetchMonthDetail]);
-
-  const addItem = async (data: RecurringItemCreate) => {
-    await createRecurringItem(data);
-    await Promise.all([fetchProjection(), fetchMonthDetail(), fetchRecurringItems()]);
-  };
-
-  const updateItem = async (id: number, data: RecurringItemUpdate) => {
-    await apiUpdateItem(id, data);
-    await Promise.all([fetchProjection(), fetchMonthDetail(), fetchRecurringItems()]);
-  };
-
-  const deleteItem = async (id: number) => {
-    await apiDeleteItem(id);
-    await Promise.all([fetchProjection(), fetchMonthDetail(), fetchRecurringItems()]);
-  };
-
-  const saveBalanceOverride = async (overrideYear: number, month: number, value: number) => {
-    await upsertBalanceOverride(overrideYear, month, value);
-    await fetchProjection();
-  };
-
-  const clearBalanceOverride = async (overrideYear: number, month: number) => {
-    await deleteBalanceOverride(overrideYear, month);
-    await fetchProjection();
-  };
 
   return {
     year,
     setYear,
     selectedMonth,
     setSelectedMonth,
-    projection,
+    projection: projectionQ.data ?? null,
-    monthDetail,
+    monthDetail: monthDetailQ.data ?? null,
-    recurringItems,
+    recurringItems: recurringQ.data ?? [],
-    loading,
+    loading: projectionQ.isPending,
-    monthLoading,
+    monthLoading: monthDetailQ.isFetching,
-    addItem,
+    error: projectionQ.error ?? monthDetailQ.error ?? recurringQ.error ?? null,
-    updateItem,
+    addItem: (data: RecurringItemCreate) =>
-    deleteItem,
+      mutateWithToast(
-    saveBalanceOverride,
+        () => createRecurringItem(data),
-    clearBalanceOverride,
+        'Item recurrente creado',
-    refresh: () => Promise.all([fetchProjection(), fetchMonthDetail(), fetchRecurringItems()]),
+        'No se pudo crear el item',
+      ),
+    updateItem: (id: number, data: RecurringItemUpdate) =>
+      mutateWithToast(
+        () => apiUpdateItem(id, data),
+        'Item recurrente actualizado',
+        'No se pudo actualizar el item',
+      ),
+    deleteItem: (id: number) =>
+      mutateWithToast(
+        () => apiDeleteItem(id),
+        'Item recurrente eliminado',
+        'No se pudo eliminar el item',
+      ),
+    saveBalanceOverride: (overrideYear: number, month: number, value: number) =>
+      mutateWithToast(
+        () => upsertBalanceOverride(overrideYear, month, value),
+        'Balance ajustado',
+        'No se pudo ajustar el balance',
+      ),
+    clearBalanceOverride: (overrideYear: number, month: number) =>
+      mutateWithToast(
+        () => deleteBalanceOverride(overrideYear, month),
+        'Ajuste de balance eliminado',
+        'No se pudo eliminar el ajuste',
+      ),
+    refresh: invalidate,
   };
 }

frontend/src/lib/api.ts

@@ -10,8 +10,13 @@ class ApiError extends Error {
 
 interface RequestConfig {
   params?: Record<string, string | number | boolean | undefined>;
+  /** Caller cancellation (TanStack Query passes this); combined with the
+   * default 30s timeout. */
+  signal?: AbortSignal;
 }
 
+const REQUEST_TIMEOUT_MS = 30_000;
+
 async function request<T>(
   method: string,
   url: string,
@@ -38,11 +43,17 @@ async function request<T>(
     fetchBody = JSON.stringify(body);
   }
 
+  const timeout = AbortSignal.timeout(REQUEST_TIMEOUT_MS);
+  const signal = config?.signal
+    ? AbortSignal.any([config.signal, timeout])
+    : timeout;
+
   const res = await fetch(fullUrl, {
     method,
     headers,
     body: fetchBody,
     credentials: "same-origin",
+    signal,
   });
 
   if (res.status === 401) {

frontend/src/pages/Budget.tsx

@@ -1,10 +1,13 @@
-import { useState, useEffect, useCallback } from 'react';
+import { useState, useCallback } from 'react';
 import { ChevronLeft, ChevronRight, Calculator } from 'lucide-react';
+import { useQuery, useQueryClient } from '@tanstack/react-query';
+import { toast } from 'sonner';
 
 import api, { type Transaction } from '@/lib/api';
 import { useBudget } from '@/hooks/useBudget';
 import { Button } from '@/components/ui/button';
 import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
+import ErrorState from '@/components/ErrorState';
 import MonthlyDetail from '@/components/budget/MonthlyDetail';
 import RecurringItemsManager from '@/components/budget/RecurringItemsManager';
 import TransactionList from '@/components/TransactionList';
@@ -27,28 +30,25 @@ export default function Budget() {
     monthDetail,
     recurringItems,
     monthLoading,
+    error: budgetError,
     addItem,
     updateItem,
     deleteItem,
     refresh,
   } = useBudget(currentYear);
+  const queryClient = useQueryClient();
 
   const [subTab, setSubTab] = useState<'detail' | 'transactions'>('detail');
-
-  // Transaction list state for the selected month
-  const [transactions, setTransactions] = useState<Transaction[]>([]);
-  const [txLoading, setTxLoading] = useState(false);
   const [txSearch, setTxSearch] = useState('');
   const [txSource, setTxSource] = useState<'CREDIT_CARD' | 'CASH_AND_TRANSFER'>('CREDIT_CARD');
 
-  const fetchTransactions = useCallback(async () => {
+  const txQuery = useQuery({
-    setTxLoading(true);
+    queryKey: ['transactions', 'budget', year, selectedMonth, txSource, txSearch],
-    try {
+    queryFn: async ({ signal }) => {
       const params: Record<string, string | number | boolean | undefined> = {
         search: txSearch || undefined,
         limit: 200,
       };
-
       if (txSource === 'CREDIT_CARD') {
         params.source = 'CREDIT_CARD';
         // Credit card: billing cycle that ends around the 18th of selectedMonth
@@ -66,33 +66,41 @@ export default function Budget() {
         params.start_date = startDate;
         params.end_date = endDate;
       }
-
+      const { data } = await api.get<Transaction[]>('/transactions/', { params, signal });
-      const { data } = await api.get<Transaction[]>('/transactions/', { params });
       const INCOME_TYPES = ['DEPOSITO', 'SALARY'];
-      const filtered = data.filter((tx) => !INCOME_TYPES.includes(tx.transaction_type));
+      return data.filter((tx) => !INCOME_TYPES.includes(tx.transaction_type));
-      setTransactions(filtered);
+    },
-    } finally {
+    placeholderData: (prev) => prev,
-      setTxLoading(false);
+  });
-    }
+  const transactions = txQuery.data ?? [];
-  }, [year, selectedMonth, txSource, txSearch]);
+
+  const invalidateTransactionsAndBudget = useCallback(() => {
+    queryClient.invalidateQueries({ queryKey: ['transactions'] });
+    refresh();
+  }, [queryClient, refresh]);
 
   const handleToggleDeferred = useCallback(async (tx: Transaction) => {
-    await api.patch(`/transactions/${tx.id}`, {
+    try {
-      deferred_to_next_cycle: !tx.deferred_to_next_cycle,
+      await api.patch(`/transactions/${tx.id}`, {
-    });
+        deferred_to_next_cycle: !tx.deferred_to_next_cycle,
-    fetchTransactions();
+      });
-    refresh();
+      toast.success(
-  }, [fetchTransactions, refresh]);
+        tx.deferred_to_next_cycle
+          ? 'Transacción restaurada a su ciclo original'
+          : 'Transacción diferida al siguiente ciclo',
+      );
+    } catch {
+      toast.error('No se pudo actualizar la transacción');
+      return;
+    }
+    invalidateTransactionsAndBudget();
+  }, [invalidateTransactionsAndBudget]);
 
   const handleNavigateToTransactions = useCallback(() => {
     setTxSource('CASH_AND_TRANSFER');
     setSubTab('transactions');
   }, []);
 
-  useEffect(() => {
-    fetchTransactions();
-  }, [fetchTransactions]);
-
   return (
     <div className="space-y-6">
       {/* Header */}
@@ -154,11 +162,15 @@ export default function Budget() {
             </div>
 
             <TabsContent value="detail" className="space-y-6 mt-4">
-              <MonthlyDetail
+              {budgetError ? (
-                detail={monthDetail}
+                <ErrorState onRetry={refresh} />
-                loading={monthLoading || !monthDetail}
+              ) : (
-                onNavigateToTransactions={handleNavigateToTransactions}
+                <MonthlyDetail
-              />
+                  detail={monthDetail}
+                  loading={monthLoading || !monthDetail}
+                  onNavigateToTransactions={handleNavigateToTransactions}
+                />
+              )}
             </TabsContent>
 
             <TabsContent value="transactions" className="space-y-3 mt-4">
@@ -171,21 +183,25 @@ export default function Budget() {
                   <TabsTrigger value="CASH_AND_TRANSFER">Efectivo y Transferencias</TabsTrigger>
                 </TabsList>
               </Tabs>
+              {txQuery.isError ? (
+                <ErrorState
+                  message="No se pudieron cargar las transacciones"
+                  onRetry={() => txQuery.refetch()}
+                />
+              ) : (
               <TransactionList
                 transactions={transactions}
-                loading={txLoading}
+                loading={txQuery.isPending}
                 source={txSource === 'CREDIT_CARD' ? 'CREDIT_CARD' : 'CASH'}
                 search={txSearch}
                 onSearchChange={setTxSearch}
-                onRefresh={() => {
+                onRefresh={invalidateTransactionsAndBudget}
-                  fetchTransactions();
-                  refresh();
-                }}
                 showCategory={txSource === 'CREDIT_CARD'}
                 showSourceIcon={txSource === 'CASH_AND_TRANSFER'}
                 emptyMessage={`Sin transacciones de ${txSource === 'CREDIT_CARD' ? 'tarjeta' : 'efectivo o transferencia'} en ${MONTH_NAMES[selectedMonth]}`}
                 onToggleDeferred={txSource === 'CREDIT_CARD' ? handleToggleDeferred : undefined}
               />
+              )}
             </TabsContent>
           </Tabs>
         </TabsContent>