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Fixed Document Cache When Switching Clients

November 21, 2025

FixClient List

Switching between clients now clears cached documents to prevent stale data

What was happening

Two cache-related bugs were causing confusion:

  • Archived documents could still appear briefly when navigating to a document module, creating "phantom" entries
  • When switching from one client to another, previously viewed documents from the old client could remain cached and appear momentarily

What we fixed

Switching clients now clears the document cache completely. The app follows the mental model you'd expect: selecting a new client gives you a clean slate. Archived documents are also properly filtered out of all document fetches, so they never appear where they shouldn't.

Where to find it

Any document module (Meeting Notes, Portfolio Shift, Snapshots, Wealth Path)

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