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Changelog

Click To Pay - 2.4.0 - August 4th, 2025​

🔧 Bug Fixes​

AT Missing Default Location​

  • Fixed so if an AT is missing a default location it will get one from CTP if selected in CTP.

Wording When Customer Payment is Processing​

  • Added "Do not go back or refresh web page while payment is processing” on the Processing Payment screen to help curb unneccesary repeat attempts and refreshes

Emailed Payment Notification and Manual Processing Needed​

  • Corrected the email for payment notification to show if manual processing is needed.

DockMaster Web - 1.2.0 - July 22nd, 2025​

Overview​

This release enhances the eSignature platform with seamless integration between DockMaster Desktop and Web, improved customer document management, and bug fixes for signature positioning. The update introduces the ability to publish documents from desktop software and provides customers with better visibility into their signed documents through the customer portal.

✅ New Features & Improvements​

🖥️ DockMaster Desktop Integration​

  • Published Document Support: Added full support for documents published from DockMaster Desktop software
  • Seamless Desktop-to-Web Workflow: Documents created in desktop can now be sent and managed through the web platform
  • Pre-loaded Document Handling: Published documents load with all metadata and customer associations intact
  • Streamlined Sending Process: Simplified workflow for sending desktop-published documents with automatic recipient population

📋 Enhanced Customer Document Management​

  • Reworked Customer Documents View: Completely redesigned the documents screen in customer view to prominently display eSignature documents
  • Improved Document Organization: Better categorization and filtering of documents for easier navigation
  • Enhanced Customer Experience: Customers can now easily access and review their document history
  • Real-time Document Status: Live updates on document signing status and completion

👀 Customer Portal Document Access​

  • Signed Document Visibility: Customers can now view all their signed documents directly in the customer portal
  • Document History Dashboard: Comprehensive view of all completed and pending documents
  • Download Capabilities: Customers can download copies of their signed documents for their records
  • Mobile-Friendly Access: Full document viewing functionality optimized for mobile devices

🐞 Bug Fixes​

✍️ Signature & Initial Positioning​

  • Fixed Signature Placement Bug: Resolved issue where initials and signatures were not appearing in their correct positions on signed documents
  • Improved Field Accuracy: Enhanced precision of form field positioning during PDF processing
  • Better Cross-Device Compatibility: Signatures now render consistently across different devices and screen sizes
  • Enhanced PDF Rendering: Improved PDF processing pipeline to maintain field positioning integrity

Click To Pay - 2.3.0 - July 22nd, 2025​

🔧 Bug Fixes​

Server Side Pagination​

  • Fixed server side pagination to help with filter results

Missing Fields in Refund Result API​

  • Fixed missing fields in the refund result API response

Clerk in Details of Payment Transactions​

  • Added Clerk / user to details of payment transactions to show who intitiated a refund

Payment Processing Tab Default Sort​

  • Default sort set to Descending so Newest Payment to Oldest Payment is shown

JT Out of Balance from Pay Type Code with Multiple Surcharge G/L Accounts/Percentages​

  • Corrected the rounding issue from this scenario

Payment Request Filter​

  • Fixed filter to keep showing criteria as it is applied

DockMaster Web - 1.1.1 - July 16th, 2025​

Overview​

This release introduces account balance tracking for customers. Marina administrators can now monitor customer account balances directly in customer details, while customers can view their current balance in the portal dashboard. Additionally, significant improvements were made to password reset flows for better reliability and security.

✅ New Features & Improvements​

💰 Account Balance Management​

  • Customer Balance Display: Account balance information is now visible in the customer details page for marina administrators
  • Customer Portal Balance: Customers can view their current account balance directly on their portal dashboard
  • Real-time Balance Updates: Account balances are displayed with proper formatting and real-time synchronization
  • Enhanced Customer Overview: Improved customer financial visibility for better account management

🔐 Password Reset System Overhaul​

  • Fixed Expired Password Flow: Resolved authentication issues where users with expired passwords could not reset their credentials
  • Improved Forgot Password Flow: Enhanced password recovery process with better email handling and validation
  • Proper Field Validation: Corrected backend field name mapping (NewPassword, Email) to prevent validation errors
  • Enhanced Authentication Flow: Users now remain authenticated during password reset process for improved security
  • Better Error Handling: Improved error messages and debugging for password reset failures

DockMaster Web - 1.1.0 Beta - July 14th, 2025​

Overview​

This major release introduces a comprehensive eSignature system, transforming how marinas handle document signing and management. The new platform provides end-to-end digital document workflows, from template creation to customer signing, with advanced PDF processing capabilities and real-time tracking.

✅ New Features & Improvements​

✍️ Complete eSignature Platform​

  • Digital Document Management: Full-featured document management system with creation, editing, and organization capabilities
  • Template Builder: Visual drag-and-drop template builder with interactive PDF form field editor
  • Advanced PDF Processing: Support for PDF merging, page rearrangement, deletion, and form field integration
  • Multi-Format Support: Handle various document types with automatic PDF conversion

📝 Template Management System​

  • Visual Template Creation: Intuitive template builder with drag-and-drop form field placement
  • Field Type Support: Comprehensive field types including text, signature, initials, date, checkbox, radio buttons, and dropdown menus
  • Template Library: Organized template storage with search, filter, and categorization capabilities
  • Template Versioning: Track template changes and maintain version history

📤 Document Sending & Distribution​

  • Bulk Recipient Support: Send documents to multiple recipients simultaneously
  • Smart Notifications: Automated email and SMS notifications for document status updates
  • Custom Messaging: Personalized messages for each document submission
  • Delivery Tracking: Real-time delivery confirmation and recipient engagement tracking

🔐 Customer Signing Experience​

  • No-Authentication Signing: Streamlined signing process without customer login requirements
  • Mobile-Optimized Interface: Responsive design optimized for mobile and tablet signing
  • Digital Signature Capture: High-quality signature capture with touch and mouse support
  • Form Field Validation: Real-time form validation with error handling and guidance
  • Progress Tracking: Visual progress indicators throughout the signing process

📊 Document Status Management​

  • Real-Time Status Updates: Live tracking of document status (pending, sent, signed, questions)
  • Submission Dashboard: Comprehensive overview of all document submissions with filtering and search
  • Status Notifications: Automated alerts for status changes and important events
  • Audit Trail: Complete activity logging for compliance and tracking purposes

🛠️ Advanced PDF Tools​

  • Field Properties Panel: Detailed field customization with positioning, validation, and styling options
  • Page Management: Add, remove, and reorder PDF pages within templates and documents
  • Form Field Palette: Rich library of interactive form elements for document creation
  • PDF Preview: Real-time preview of documents and templates during creation

Click To Pay - 2.2.0 - July 2nd, 2025​

🔧 Bug Fixes​

Customer Email Address on Payment Screen​

  • Fixed so email address from customer file pulls in the Customer Payment Screen.

API Payload Issue​

  • Fixed Payment Payload, Payment Response, API Payload and API Response to Show Any Data in CTP or Give Any Indication of Payment Transaction Pending or Failure Details.

Deposit Field Format Issue​

  • Fixed Format issue with Missing Dollar Symbol and Tenths/Hundredths Decimal Place in Deposit Field For Miscellaneous Deposit on Payment Screen and All Specific Deposit Types.

Heading Correction​

  • Removed "Test Marina" in Heading of All Live CTP Clients.

User Editing Correction​

  • Enforced the need for Name and Email on User Editing.

Payment Processing Filter Correction​

  • Fixed filter by payment date to work as intended.

Code Field fix on Login screen​

  • Fixed code field to be usable after the wrong code is entered the first time.

Payment Contact Details Correction​

  • Fixed payment receipts to pull proper payment contact details as intended.

Decimal Error Fix​

  • Fixed error when proceeding in the payment of an invoice where total amount includes decimal.

Maximum Surcharge Alignment Issue​

  • No maximum surcharge set allowed as needed.

Manual Processing Needed or Pending Correction​

  • Including reference numbers on these items to help track and reconcile.

Due Date Display Issue​

  • Removed Due Date from email senty from Terminal as it was not needed in that scenario.

DockMaster Web - 1.0.5 - June 27th, 2025​

Overview​

This release introduces multi-marina support for users with access to multiple locations, enhanced app update notifications, and improved error handling throughout the application. Users can now seamlessly switch between different marina locations and receive better notifications when app updates are available.

✅ New Features & Improvements​

🏢 Multi-Marina Support​

  • Marina Switching: Users with access to multiple marinas can now switch between locations directly from the sidebar
  • Automatic Token Refresh: Authentication tokens are automatically refreshed when switching between marinas
  • Seamless Experience: Marina switching preserves user session and provides smooth transitions between locations

🔄 App Update Notifications​

  • Smart Update Detection: The app now automatically detects when new versions are available
  • Interactive Update Dialogs: Users receive friendly notifications with options to refresh or view the changelog
  • Offline/Online Awareness: Update checks are triggered when the app comes back online or when users return to the tab
  • Direct Changelog Access: Quick links to view what's new in each update

DockMaster Web - 1.0.4 - June 26th, 2025​

Overview​

This release fixed an issue with pinning notes and introduced a new feature that allows you to post announcements to your internal dashboard or customer portal. You can configure messages from Settings > Business Profile.

✅ New Features & Improvements​

📣 Announcement Posting​

  • You can now create announcements visible on either the internal dashboard or the customer portal.
  • Configure and publish messages directly from Settings > Business Profile.

🐞 Bug Fixes​

  • Note Pinning: Resolved an issue where notes could not be reliably pinned. Pinning now works as expected across all customers.

DockMaster Web - 1.0.2 - June 25th, 2025​

Overview:​

This release focuses on accessibility improvements, enhanced route matching accuracy, and API endpoint consistency. These targeted updates improve the user experience for login interactions and ensure more reliable navigation throughout the platform.

✅ New Features & Improvements​

♿ Accessibility Enhancements​

  • Login Form Auto-Focus: Added automatic focus to the email input field on the login form for improved keyboard navigation and user experience
  • Enhanced User Flow: Users can now immediately start typing their credentials when the login page loads without manual focus management

🚦 Navigation & Routing Improvements​

  • Path Normalization: Enhanced route matching logic to handle trailing slashes consistently, preventing navigation issues caused by URL formatting variations
  • Better Error Prevention: Reduced route matching failures due to inconsistent URL formats entered by users
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These improvements are backward compatible and require no action from users. The enhanced route matching will automatically handle various URL formats more reliably.

DockMaster Web - 1.0.1 - June 24th, 2025​

Overview:​

This release introduces comprehensive permission-based access controls throughout the platform, enhanced file upload capabilities, improved user interface components, and various security enhancements. The update focuses on providing granular control over user permissions while improving the overall user experience with better image handling and form management. Additionally, significant performance optimizations have been implemented, reducing response times for large customer datasets from 1 minute and 33 seconds to just 221 milliseconds.

✅ New Features & Improvements​

⚡ Performance Improvements​

  • Database Query Optimization: Dramatically improved response times for large customer datasets - requests that previously took 1 minute and 33 seconds now complete in just 221 milliseconds (99.8% improvement)
  • Enhanced Data Loading: Optimized data retrieval processes for better user experience across all customer management functions

🔐 Permission-Based Access Control System​

  • Comprehensive Permission Framework: Introduced role-based permission system
  • Granular Access Control: Applied permission checks across all major features including customer management, vessel operations, document handling, and settings

📁 Enhanced File Management​

  • Increased Upload Limits: Maximum file upload size increased from 10MB to 25MB for both documents and images across all upload components

🎨 User Interface & Experience Improvements​

  • Logo Management System: Centralized logo handling with new DockMasterLogo component supporting theme-based logo switching (dark/light modes)
  • Enhanced Country Selection: Added comprehensive country dropdown with 195 countries and country code mapping for address forms
  • Improved Form Validation: Enhanced form schemas with better validation rules and error messaging

🏢 Customer & Vessel Management Enhancements​

  • Company Information: Added company name fields to customer profiles with proper validation
  • Address Management: Improved address handling with better country selection and validation
  • Vessel Information: Enhanced vessel forms with updated field requirements and validation
  • Customer Portal Configuration: Improved customer portal access management with permission-based controls

🚦 Navigation & Routing Improvements​

  • Route Security: Enhanced route permission verification with comprehensive logging and access control
  • 404 Handling: Added proper NotFound component and routing for unregistered routes
  • Permission-Based Navigation: Navigation items now render based on user permissions and roles

🔧 Security & Access Control​

  • Account Security Messaging: Added formatted account locked messages with user-friendly time display
  • Enhanced Route Protection: Improved route access verification based on user roles and permissions
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All users will need to verify their permissions are properly configured after this update. Contact your administrator if you experience any access-related issues.

DockMaster Web - 1.0.0 - June 18th, 2025​

Overview:​

DockMaster Web launches as a comprehensive marina management platform featuring dual interfaces for marina administrators and boat owners. This initial release establishes the foundation for modern marina operations with powerful administrative tools and an intuitive customer portal.

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All users will receive login credentials and setup instructions via email. Marina administrators should complete initial Business Profile configuration before enabling customer portal access.

✅ New Features & Improvements​

🏢 Marina Administrative Interface​

User Management System​
  • Internal User Management: Complete staff account creation and management with role-based access control
  • External User Management: Customer portal user creation with multi-customer association capabilities
  • Advanced User Controls: User activation/deactivation, password reset functionality, and comprehensive user profiles
  • Bulk Operations: Efficient management of multiple users with pagination support (10, 25, 50, 100 records per page)
  • Account Settings: Secure profile management with tabbed interface for personal information and security settings
Customer Database & Management​
  • Comprehensive Customer Profiles: 360° customer view with complete contact, billing, and relationship information
  • Multi-Tab Customer Organization:
    • Customer Details (contact and billing information)
    • Associated Vessels (boats and equipment tracking)
    • Invoice History (billing and payment records)
    • Communication Center (notes and message history)
    • Portal Access Configuration (customer portal settings)
  • Customer Status Management: Active/inactive status controls with confirmation dialogs
  • Registration Link Generation: Custom customer portal registration system with clipboard sharing
  • Advanced Search & Filtering: Quick access to specific customer records across large databases
  • Real-time Editing: In-place editing with change tracking and navigation blocking during updates
  • Pinned Messages: Highlight and track important customer communications
Vessel Fleet Management​
  • Comprehensive Vessel Profiles: Complete vessel information including specifications, documentation, and imagery
  • Insurance Monitoring: Automated insurance expiration tracking with color-coded alerts (expired, expiring soon, current)
  • Slip Management: Track seasonal berth assignments (summer/winter slips)
  • Photo Gallery Management: Professional vessel photography with main image highlighting and Ship icon fallbacks
  • Document Management: Centralized vessel document storage and access
  • Service History Tracking: Complete maintenance and repair record management
  • Advanced Vessel Search: Multi-criteria searching and filtering across vessel databases
  • Performance Optimization: Smart prefetching and query optimization for large fleet management

👥 Customer Portal Interface​

Self-Service Profile Management​
  • Personal Information Control: Update name, email, company, and title information
  • Multi-Address Management: Manage home, business, and other addresses with dynamic add/remove functionality
  • Phone Number Organization: Multiple phone types (mobile, work, home) with comprehensive contact system
  • Real-time Form Validation: Instant validation with detailed error messages using Zod schema validation
  • Responsive Card-Based Layout: Professional interface design optimized for mobile and desktop
  • Empty State Guidance: Helpful instructions for first-time users
Vessel Information Access​
  • Complete Vessel Overview: Full access to vessel specifications and technical details (LOA, beam, draft, HIN)
  • Insurance Information Display: Policy details with expiration date tracking and color-coded warnings
  • Professional Image Gallery: Vessel photography with fallback icons for professional presentation
  • Document Access: View vessel-related documents and service history
  • Service Request Integration: Direct communication with marina staff for vessel services
  • Mobile-Responsive Design: Full functionality across all device types
Communication Center​
  • Two-Way Messaging: Direct communication channel with marina staff
  • WhatsApp-Style Interface: Professional conversation interface with modern design
  • Message Status Tracking: Read/delivered/sent status indicators for all communications
  • Complete Message History: Comprehensive conversation tracking and threading
  • Real-time Updates: Live message synchronization between customer and marina staff
  • Mobile-Optimized Messaging: Full messaging functionality on smartphones and tablets

Click To Pay - 2.1.0 - May 6th, 2025​

🔧 Bug Fixes​

User Deletion in Admin Panel​

  • Fixed a backend issue preventing deletion of users due to foreign key constraints.
  • Verified across multiple deletion scenarios including reset password workflows.

Cancel Password Change Redirect​

  • Updated behavior so canceling a password change returns the user to the last visited screen instead of logging them out.

Deposit Screen Detail​

  • Enhanced the customer payment screen to display specific deposit types and related record IDs (e.g., Boat ID, Contract ID), consistent with DMPay.

New User Login Behavior​

  • Maintained PCI-compliant password reset requirement for first-time logins, confirming this behavior aligns with compliance policy.

Invalid ZIP Code Handling​

  • Corrected an issue where entering an invalid ZIP code during payment caused unexpected logout.
  • Users are now properly notified of invalid input.
  • Fixed the prospect search functionality in Terminal to correctly return results for valid IDs.

UI Label Cleanup​

  • Removed the misleading "No Invoices Selected" label from deposit-only payment screens for a cleaner user experience.

Backend Credential Logging​

  • Eliminated backend logging of sensitive user credentials to improve security.

Work Order Descriptions​

  • Restored long opcode descriptions in work order invoices on the customer payment screen, improving transparency.

ACH Default Payment Type​

  • Updated default selection logic to prefer ACH as the payment method when supported, including for links accessed via email.

✅ Improvements​

Work Order Operation Details​

  • Added detailed operation descriptions for work order invoices to the customer payment screen, improving clarity and itemization.

DockMaster Flow (DMF) v2.0.0 - April 2nd, 2025​

Overview:​

This release includes key security enhancements aligned with PCI DSS 4.0, improved user management, updates to login and authentication flows.

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Users will be prompted to update their password upon first login after the release if their current credentials do not meet the new PCI compliance standards.

🔐 Compliance & Security Enhancements (PCI DSS 4.0 Alignment)​

We’ve updated our platform to meet the latest security standards outlined in PCI DSS 4.0, focusing on password policies, session controls, and account protection.

🔑 Password & Access Policy Updates​

  • Minimum Password Length: 12 characters (mandatory).
  • Password Complexity: Must include a mix of letters, numbers, special characters, and capital letters.
  • Password History: Users cannot reuse their last 4 passwords.
  • Password Expiration: Expires after 90 days, prompting a mandatory update.

🔐 Account Security​

  • Lockout After Failed Attempts: Accounts lock after 6 incorrect login attempts.
  • Lockout Duration: 30 minutes.
  • Session Timeout: Users are logged out after 15 minutes of inactivity.
  • Inactive Account Handling: Accounts automatically disabled after 90 days of inactivity.
  • Super Admin User is disabled.
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🛠 If you experience any issues logging in, please contact support for assistance.

Click To Pay - 2.0.0 - April 2nd, 2025​

Overview​

This release includes key security enhancements aligned with PCI DSS 4.0, improved user management, updates to login and authentication flows, and a wide range of bug fixes to optimize performance and usability.

🔐 Compliance & Security Enhancements (PCI DSS 4.0 Alignment)​

We’ve updated our platform to meet the latest security standards outlined in PCI DSS 4.0, focusing on password policies, session controls, and account protection.

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Users will be prompted to update their password upon first login after the release if their current credentials do not meet the new PCI compliance standards.

🔑 Password & Access Policy Updates​

  • Minimum Password Length: 12 characters (mandatory).
  • Password Complexity: Must include a mix of letters, numbers, special characters, and capital letters.
  • Password History: Users cannot reuse their last 4 passwords.
  • Password Expiration: Expires after 90 days, prompting a mandatory update.
  • User Group MFA Option: MFA can now be enabled at the user group level. When turned on, users must log in with their email and password, plus a 6-digit verification code sent to their email.

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MFA is required under PCI DSS 4.0 for all non-console administrative access and privileged accounts.

📧 Email-Based Multi-Factor Authentication (MFA) Steps:​

To enhance login security, we’ve introduced email-based MFA:

  1. After entering your username and password, a 6-digit code is sent to your email.
  2. Enter the code to complete login.
  3. You can resend the code after 30 seconds.
  4. Up to 6 attempts are allowed before account lockout.

🔐 Account Security​

  • Lockout After Failed Attempts: Accounts lock after 6 incorrect login attempts.
  • Lockout Duration: 30 minutes, or can be reset by admin user in User Maintenance

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  • Session Timeout: Users are logged out after 15 minutes of inactivity.
  • Inactive Account Handling: Accounts automatically disabled after 90 days of inactivity.

📧 Email-Based Multi-Factor Authentication (MFA)​

To enhance login security, we’ve introduced email-based MFA:

  1. After entering your username and password, a 6-digit code is sent to your email.
  2. Enter the code to complete login.
  3. You can resend the code after 30 seconds.
  4. Up to 6 attempts are allowed before account lockout.

🔍 Monitoring & Access Review​

  • Authentication Logging: All login activity is now recorded for auditing.

✨ Feature & UX Improvements​

Login & Password Reset​

  • Updated login, forgot password, and reset password screens for clarity and ease of use.
  • Improved validation and messaging for empty or invalid inputs.

🐞 Bug Fixes​

💳 Payments & Invoicing​

  • Mandatory Field Validation: Payment requests for specific deposit types now correctly enforce all required fields.
  • Duplicate Invoice Fix: Resolved an issue where invoices were appearing twice on the payment screen without user selection.
  • Zero-Balance Request Error: Fixed an error that occurred when creating payment requests for customers with no outstanding balance or invoices due.

🧾 Terminal & Client Maintenance​

  • Smart Action Link Display: Terminal action links are now automatically hidden when no matching terminal ID or name is found, improving UI clarity.
  • Record Deletion Fix: Addressed a system error that previously occurred when deleting records under client maintenance.

👥 User Operations​

  • Fixed: User deletion functionality now works as expected.
  • Fixed: Clear error handling for invalid login credentials.
  • Fixed: DM API credentials are now securely hidden from all frontend interfaces to prevent exposure and protect sensitive information.

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🛠 If you experience any issues logging in, please contact support for assistance.

Click To Pay - 1.26.1 - 3/17/2025​

Fixes & Improvements​

✅ SMS and Payment Link Fixes​

  • Fixed: SMS messages for invoices and deposits now display the correct $ amount. (In progress)
  • Fixed: The "Message Sent" confirmation was displayed when sending SMS payment links, but customers were not receiving them. This issue has been resolved. (Waiting for release)
  • Fixed: Some users experienced failed SMS payments when sending links. This issue has been corrected. (Waiting for release)

✅ Payment Link & Deposit Enhancements​

  • Fixed: Clicking a payment link for a deposit redirected users to the full invoice page instead of the deposit amount. Now, it takes you directly to the correct payment page. (In progress)
  • Fixed: Deposit request links were throwing an error due to an issue with empty values. This has been addressed. (Waiting for release)
  • Fixed: Errors at the time of payment were not triggering payment notifications or receipts for clients. All notifications and receipts now work as expected. (Released to Prod on March 10)

✅ Login & Billing Fixes​

  • Fixed: Customers were unable to log in using their billing ZIP code from their file. This issue has been fixed, and customers can now log in correctly. (Released to Prod on March 5)