@voyantjs/customer-portal 0.3.0 → 0.4.0

package/dist/service-public.js

@@ -1,12 +1,41 @@
-import { bookingDocuments, bookingFulfillments, bookingItemParticipants, bookingItems, bookingParticipants, bookings, } from "@voyantjs/bookings/schema";
+import { bookingDocuments, bookingFulfillments, bookingItemParticipants, bookingItems, bookingParticipants, bookingSessionStates, bookings, } from "@voyantjs/bookings/schema";
 import { crmService, people } from "@voyantjs/crm";
 import { authUser, userProfilesTable } from "@voyantjs/db/schema/iam";
+import { travelDocumentSchema } from "@voyantjs/db/schema/iam/kms";
+import { invoiceRenditions, invoices, payments } from "@voyantjs/finance/schema";
 import { identityContactPoints } from "@voyantjs/identity/schema";
 import { identityService } from "@voyantjs/identity/service";
+import { contractAttachments, contracts } from "@voyantjs/legal/contracts/schema";
+import { decryptOptionalJsonEnvelope, encryptOptionalJsonEnvelope, } from "@voyantjs/utils";
 import { and, asc, desc, eq, inArray, or, sql } from "drizzle-orm";
 import { customerPortalBookingDetailSchema } from "./validation-public.js";
 const linkedCustomerSource = "auth.user";
 const companionMetadataKind = "companion";
+const bookingWizardStateKey = "wizard";
+const peopleKeyRef = { keyType: "people" };
+function resolveMarketingConsentState(params) {
+    const currentConsent = params.currentConsent ?? false;
+    const nextConsent = params.nextConsent ?? currentConsent;
+    const currentConsentAt = params.currentConsentAt instanceof Date
+        ? params.currentConsentAt
+        : params.currentConsentAt
+            ? new Date(params.currentConsentAt)
+            : null;
+    const normalizedNextSource = params.nextConsentSource !== undefined
+        ? (normalizeNullableString(params.nextConsentSource) ?? null)
+        : (params.currentConsentSource ?? null);
+    return {
+        marketingConsent: nextConsent,
+        marketingConsentAt: params.nextConsent === undefined
+            ? currentConsentAt
+            : nextConsent
+                ? currentConsent
+                    ? (currentConsentAt ?? new Date())
+                    : new Date()
+                : null,
+        marketingConsentSource: nextConsent ? normalizedNextSource : null,
+    };
+}
 function normalizeDate(value) {
     if (!value) {
         return null;
@@ -32,7 +61,446 @@ function normalizeNullableString(value) {
 function normalizeEmail(value) {
     return value.trim().toLowerCase();
 }
+function normalizePhone(value) {
+    return value.trim();
+}
+function normalizeCompanionLookupName(value) {
+    return value.trim().toLowerCase();
+}
+function deriveMiddleName(fullName, firstName, lastName) {
+    const normalizedFullName = fullName?.trim() ?? "";
+    if (!normalizedFullName) {
+        return null;
+    }
+    const normalizedFirstName = firstName?.trim() ?? "";
+    const normalizedLastName = lastName?.trim() ?? "";
+    let working = normalizedFullName;
+    if (normalizedFirstName && working.toLowerCase().startsWith(normalizedFirstName.toLowerCase())) {
+        working = working.slice(normalizedFirstName.length).trim();
+    }
+    if (normalizedLastName && working.toLowerCase().endsWith(normalizedLastName.toLowerCase())) {
+        working = working.slice(0, -normalizedLastName.length).trim();
+    }
+    return working.length > 0 ? working : null;
+}
+function toStoredProfileDocumentType(type) {
+    return type === "id_card" ? "national_id" : type;
+}
+function toPublicProfileDocumentType(type) {
+    return type === "national_id" ? "id_card" : type;
+}
+function getMetadataRecord(value) {
+    if (!value || typeof value !== "object" || Array.isArray(value)) {
+        return null;
+    }
+    return value;
+}
+function getMetadataString(record, keys) {
+    for (const key of keys) {
+        const value = record?.[key];
+        if (typeof value === "string" && value.length > 0) {
+            return value;
+        }
+    }
+    return null;
+}
+function getRecord(value) {
+    if (!value || typeof value !== "object" || Array.isArray(value)) {
+        return null;
+    }
+    return value;
+}
+function formatCustomerAddress(address) {
+    if (address.fullText) {
+        return address.fullText;
+    }
+    const parts = [
+        address.line1,
+        address.line2,
+        address.city,
+        address.region,
+        address.postalCode,
+        address.country,
+    ].filter((value) => Boolean(value));
+    return parts.length > 0 ? parts.join(", ") : null;
+}
+function toCustomerAddress(address) {
+    return {
+        id: address.id,
+        label: address.label,
+        fullText: address.fullText ?? null,
+        line1: address.line1 ?? null,
+        line2: address.line2 ?? null,
+        city: address.city ?? null,
+        region: address.region ?? null,
+        postalCode: address.postalCode ?? null,
+        country: address.country ?? null,
+        isPrimary: address.isPrimary,
+    };
+}
+function getNestedRecord(record, keys) {
+    for (const key of keys) {
+        const value = getRecord(record?.[key]);
+        if (value) {
+            return value;
+        }
+    }
+    return null;
+}
+function getRecordString(record, keys) {
+    for (const key of keys) {
+        const value = record?.[key];
+        if (typeof value === "string") {
+            const trimmed = value.trim();
+            if (trimmed.length > 0) {
+                return trimmed;
+            }
+        }
+    }
+    return null;
+}
+function getRecordBoolean(record, keys) {
+    for (const key of keys) {
+        const value = record?.[key];
+        if (typeof value === "boolean") {
+            return value;
+        }
+    }
+    return null;
+}
+function splitCompanionName(value) {
+    const parts = String(value ?? "")
+        .trim()
+        .split(/\s+/)
+        .filter(Boolean);
+    if (parts.length === 0) {
+        return {
+            firstName: null,
+            middleName: null,
+            lastName: null,
+        };
+    }
+    if (parts.length === 1) {
+        return {
+            firstName: parts[0] ?? null,
+            middleName: null,
+            lastName: null,
+        };
+    }
+    return {
+        firstName: parts[0] ?? null,
+        middleName: parts.length > 2 ? parts.slice(1, -1).join(" ") : null,
+        lastName: parts.at(-1) ?? null,
+    };
+}
+function normalizeCompanionAddressRecord(value) {
+    return {
+        type: getRecordString(value, ["type"]) ?? null,
+        country: getRecordString(value, ["country"]) ?? null,
+        state: getRecordString(value, ["state", "region"]) ?? null,
+        city: getRecordString(value, ["city"]) ?? null,
+        postalCode: getRecordString(value, ["postalCode", "postal"]) ?? null,
+        addressLine1: getRecordString(value, ["addressLine1", "line1"]) ?? null,
+        addressLine2: getRecordString(value, ["addressLine2", "line2"]) ?? null,
+        isDefault: getRecordBoolean(value, ["isDefault"]) ?? false,
+    };
+}
+function normalizeCompanionDocumentRecord(value) {
+    const type = getRecordString(value, ["type"]);
+    if (type !== "passport" &&
+        type !== "id_card" &&
+        type !== "visa" &&
+        type !== "drivers_license" &&
+        type !== "other") {
+        return null;
+    }
+    return {
+        type,
+        number: getRecordString(value, ["number"]) ?? null,
+        issuingAuthority: getRecordString(value, ["issuingAuthority"]) ?? null,
+        country: getRecordString(value, ["country", "issuingCountry"]) ?? null,
+        issueDate: getRecordString(value, ["issueDate"]) ?? null,
+        expiryDate: getRecordString(value, ["expiryDate"]) ?? null,
+    };
+}
+function getCompanionPersonMetadata(metadata) {
+    const personMetadata = getNestedRecord(metadata, ["person", "traveler", "identity"]);
+    const derivedName = splitCompanionName(getRecordString(metadata, ["name"]));
+    const addresses = Array.isArray(personMetadata?.addresses)
+        ? personMetadata.addresses
+            .map((value) => normalizeCompanionAddressRecord(getRecord(value)))
+            .filter(Boolean)
+        : [];
+    const documents = Array.isArray(personMetadata?.documents)
+        ? personMetadata.documents
+            .map((value) => normalizeCompanionDocumentRecord(getRecord(value)))
+            .filter((value) => Boolean(value))
+        : [];
+    return {
+        firstName: getRecordString(personMetadata, ["firstName"]) ?? derivedName.firstName,
+        middleName: getRecordString(personMetadata, ["middleName"]) ?? derivedName.middleName,
+        lastName: getRecordString(personMetadata, ["lastName"]) ?? derivedName.lastName,
+        dateOfBirth: getRecordString(personMetadata, ["dateOfBirth"]) ?? null,
+        addresses,
+        documents,
+    };
+}
+function getCompanionTypeKey(metadata) {
+    return getRecordString(metadata, ["typeKey", "relationshipType"]);
+}
+function buildStoredCompanionMetadata(input) {
+    const baseMetadata = input.metadata !== undefined
+        ? { ...(input.metadata ?? {}) }
+        : { ...(input.existingMetadata ?? {}) };
+    baseMetadata.kind = companionMetadataKind;
+    if (input.typeKey !== undefined) {
+        const typeKey = normalizeNullableString(input.typeKey);
+        if (typeKey) {
+            baseMetadata.typeKey = typeKey;
+        }
+        else {
+            delete baseMetadata.typeKey;
+        }
+    }
+    if (input.person !== undefined) {
+        baseMetadata.person = {
+            firstName: normalizeNullableString(input.person.firstName) ?? null,
+            middleName: normalizeNullableString(input.person.middleName) ?? null,
+            lastName: normalizeNullableString(input.person.lastName) ?? null,
+            dateOfBirth: normalizeNullableString(input.person.dateOfBirth) ?? null,
+            addresses: input.person.addresses?.map((address) => ({
+                type: normalizeNullableString(address.type) ?? null,
+                country: normalizeNullableString(address.country) ?? null,
+                state: normalizeNullableString(address.state) ?? null,
+                city: normalizeNullableString(address.city) ?? null,
+                postalCode: normalizeNullableString(address.postalCode) ?? null,
+                addressLine1: normalizeNullableString(address.addressLine1) ?? null,
+                addressLine2: normalizeNullableString(address.addressLine2) ?? null,
+                isDefault: address.isDefault ?? false,
+            })) ?? [],
+            documents: input.person.documents?.map((document) => ({
+                type: document.type,
+                number: normalizeNullableString(document.number) ?? null,
+                issuingAuthority: normalizeNullableString(document.issuingAuthority) ?? null,
+                country: normalizeNullableString(document.country) ?? null,
+                issueDate: normalizeNullableString(document.issueDate) ?? null,
+                expiryDate: normalizeNullableString(document.expiryDate) ?? null,
+            })) ?? [],
+        };
+    }
+    return baseMetadata;
+}
+function selectPreferredAddress(addresses) {
+    return (addresses.find((address) => address.label === "billing") ??
+        addresses.find((address) => address.isPrimary) ??
+        addresses[0] ??
+        null);
+}
+function resolveBillingContactFromSessionPayload(payload) {
+    const root = getRecord(payload);
+    const stepData = getNestedRecord(root, ["stepData", "steps"]);
+    const billingRecord = getNestedRecord(root, ["billing", "billingContact", "contact"]) ??
+        getNestedRecord(stepData, ["billing", "billingContact", "contact"]);
+    const billing = getNestedRecord(billingRecord, ["billing", "contact"]) ?? billingRecord;
+    if (!billing) {
+        return null;
+    }
+    return {
+        email: getRecordString(billing, ["email"]),
+        phone: getRecordString(billing, ["phone"]),
+        firstName: getRecordString(billing, ["firstName"]),
+        lastName: getRecordString(billing, ["lastName"]),
+        country: getRecordString(billing, ["country"]),
+        state: getRecordString(billing, ["state", "region"]),
+        city: getRecordString(billing, ["city"]),
+        address1: getRecordString(billing, ["addressLine1", "address1", "line1"]),
+        postal: getRecordString(billing, ["postalCode", "postal", "zip"]),
+    };
+}
+function resolveFinanceDocumentFileName(invoiceNumber, invoiceType, format) {
+    const extension = format ?? "pdf";
+    return `${invoiceType}-${invoiceNumber}.${extension}`;
+}
+async function listLegalDocumentsForBooking(db, bookingId) {
+    const contractRows = await db
+        .select({
+        id: contracts.id,
+        contractNumber: contracts.contractNumber,
+    })
+        .from(contracts)
+        .where(eq(contracts.bookingId, bookingId))
+        .orderBy(desc(contracts.createdAt));
+    if (contractRows.length === 0) {
+        return [];
+    }
+    const attachmentRows = await db
+        .select()
+        .from(contractAttachments)
+        .where(and(eq(contractAttachments.kind, "document"), or(...contractRows.map((contract) => eq(contractAttachments.contractId, contract.id)))))
+        .orderBy(desc(contractAttachments.createdAt));
+    const bestAttachmentByContractId = new Map();
+    for (const attachment of attachmentRows) {
+        const metadata = getMetadataRecord(attachment.metadata);
+        const downloadUrl = getMetadataString(metadata, ["url", "downloadUrl"]);
+        if (!downloadUrl || bestAttachmentByContractId.has(attachment.contractId)) {
+            continue;
+        }
+        bestAttachmentByContractId.set(attachment.contractId, attachment);
+    }
+    return contractRows.flatMap((contract) => {
+        const attachment = bestAttachmentByContractId.get(contract.id);
+        if (!attachment) {
+            return [];
+        }
+        const metadata = getMetadataRecord(attachment.metadata);
+        const downloadUrl = getMetadataString(metadata, ["url", "downloadUrl"]);
+        if (!downloadUrl) {
+            return [];
+        }
+        return [
+            {
+                id: attachment.id,
+                source: "legal",
+                participantId: null,
+                type: "contract",
+                fileName: attachment.name,
+                fileUrl: downloadUrl,
+                mimeType: attachment.mimeType ?? null,
+                reference: contract.contractNumber ?? null,
+            },
+        ];
+    });
+}
+function resolveFinanceDocumentDownloadUrl(metadata) {
+    return getMetadataString(metadata, [
+        "downloadUrl",
+        "download_url",
+        "signedUrl",
+        "signed_url",
+        "publicUrl",
+        "public_url",
+        "fileUrl",
+        "file_url",
+        "url",
+    ]);
+}
+function selectBookingSummaryProductTitle(items) {
+    const preferredItem = items.find((item) => item.itemType === "unit") ??
+        items.find((item) => item.itemType === "accommodation") ??
+        items.find((item) => item.itemType === "transport") ??
+        items[0] ??
+        null;
+    return preferredItem?.title ?? null;
+}
+function deriveBookingSummaryPaymentStatus(invoicesForBooking, fallbackSellAmountCents) {
+    const activeInvoices = invoicesForBooking.filter((invoice) => invoice.invoiceType !== "credit_note" && invoice.status !== "void");
+    if (activeInvoices.length === 0) {
+        return fallbackSellAmountCents && fallbackSellAmountCents > 0 ? "unpaid" : "paid";
+    }
+    if (activeInvoices.some((invoice) => invoice.status === "overdue" && invoice.balanceDueCents > 0)) {
+        return "overdue";
+    }
+    const totalPaidCents = activeInvoices.reduce((sum, invoice) => sum + Math.max(0, invoice.paidCents), 0);
+    const totalBalanceDueCents = activeInvoices.reduce((sum, invoice) => sum + Math.max(0, invoice.balanceDueCents), 0);
+    if (totalBalanceDueCents <= 0) {
+        return "paid";
+    }
+    if (totalPaidCents > 0) {
+        return "partially_paid";
+    }
+    return "unpaid";
+}
+async function getFinanceDataForBooking(db, bookingId) {
+    const invoiceRows = await db
+        .select()
+        .from(invoices)
+        .where(eq(invoices.bookingId, bookingId))
+        .orderBy(desc(invoices.createdAt));
+    if (invoiceRows.length === 0) {
+        return { documents: [], payments: [], portalDocuments: [] };
+    }
+    const invoiceIds = invoiceRows.map((invoice) => invoice.id);
+    const renditionRows = await db
+        .select()
+        .from(invoiceRenditions)
+        .where(inArray(invoiceRenditions.invoiceId, invoiceIds))
+        .orderBy(desc(invoiceRenditions.createdAt));
+    const paymentRows = await db
+        .select()
+        .from(payments)
+        .where(inArray(payments.invoiceId, invoiceIds))
+        .orderBy(desc(payments.paymentDate), desc(payments.createdAt));
+    const renditionByInvoiceId = new Map();
+    for (const rendition of renditionRows) {
+        const existing = renditionByInvoiceId.get(rendition.invoiceId) ?? [];
+        existing.push(rendition);
+        renditionByInvoiceId.set(rendition.invoiceId, existing);
+    }
+    const invoiceById = new Map(invoiceRows.map((invoice) => [invoice.id, invoice]));
+    const documents = invoiceRows.map((invoice) => {
+        const renditions = renditionByInvoiceId.get(invoice.id) ?? [];
+        const selectedRendition = renditions.find((rendition) => rendition.status === "ready") ?? renditions[0] ?? null;
+        const metadata = getMetadataRecord(selectedRendition?.metadata ?? null);
+        const downloadUrl = resolveFinanceDocumentDownloadUrl(metadata);
+        return {
+            invoiceId: invoice.id,
+            invoiceNumber: invoice.invoiceNumber,
+            invoiceType: invoice.invoiceType,
+            invoiceStatus: invoice.status,
+            currency: invoice.currency,
+            totalCents: invoice.totalCents,
+            paidCents: invoice.paidCents,
+            balanceDueCents: invoice.balanceDueCents,
+            issueDate: invoice.issueDate,
+            dueDate: invoice.dueDate,
+            documentStatus: selectedRendition?.status ?? "missing",
+            format: selectedRendition?.format ?? null,
+            generatedAt: normalizeDateTime(selectedRendition?.generatedAt ?? null),
+            downloadUrl,
+        };
+    });
+    const paymentHistory = paymentRows.flatMap((payment) => {
+        const invoice = invoiceById.get(payment.invoiceId);
+        if (!invoice) {
+            return [];
+        }
+        return [
+            {
+                id: payment.id,
+                invoiceId: invoice.id,
+                invoiceNumber: invoice.invoiceNumber,
+                invoiceType: invoice.invoiceType,
+                status: payment.status,
+                paymentMethod: payment.paymentMethod,
+                amountCents: payment.amountCents,
+                currency: payment.currency,
+                paymentDate: payment.paymentDate,
+                referenceNumber: payment.referenceNumber ?? null,
+                notes: payment.notes ?? null,
+            },
+        ];
+    });
+    const portalDocuments = documents.flatMap((document) => {
+        if (!document.downloadUrl) {
+            return [];
+        }
+        return [
+            {
+                id: document.invoiceId,
+                source: "finance",
+                participantId: null,
+                type: document.invoiceType,
+                fileName: resolveFinanceDocumentFileName(document.invoiceNumber, document.invoiceType, document.format),
+                fileUrl: document.downloadUrl,
+                mimeType: document.format === "pdf" ? "application/pdf" : null,
+                reference: document.invoiceNumber,
+            },
+        ];
+    });
+    return { documents, payments: paymentHistory, portalDocuments };
+}
 function toCustomerCompanion(row) {
+    const metadata = row.metadata ?? null;
     return {
         id: row.id,
         role: row.role,
@@ -42,9 +510,24 @@ function toCustomerCompanion(row) {
         phone: row.phone ?? null,
         isPrimary: row.isPrimary,
         notes: row.notes ?? null,
-        metadata: row.metadata ?? null,
+        typeKey: getCompanionTypeKey(metadata) ?? null,
+        person: getCompanionPersonMetadata({
+            ...metadata,
+            name: row.name,
+        }),
+        metadata,
     };
 }
+function getCompanionLookupKeys(input) {
+    const keys = [normalizeCompanionLookupName(input.name)];
+    if (input.email) {
+        keys.push(`email:${normalizeEmail(input.email)}`);
+    }
+    if (input.phone) {
+        keys.push(`phone:${normalizePhone(input.phone)}`);
+    }
+    return keys;
+}
 async function getAuthProfileRow(db, userId) {
     const [row] = await db
         .select({
@@ -59,8 +542,10 @@ async function getAuthProfileRow(db, userId) {
         locale: userProfilesTable.locale,
         timezone: userProfilesTable.timezone,
         seatingPreference: userProfilesTable.seatingPreference,
+        documentsEncrypted: userProfilesTable.documentsEncrypted,
         marketingConsent: userProfilesTable.marketingConsent,
         marketingConsentAt: userProfilesTable.marketingConsentAt,
+        marketingConsentSource: userProfilesTable.marketingConsentSource,
         notificationDefaults: userProfilesTable.notificationDefaults,
         uiPrefs: userProfilesTable.uiPrefs,
     })
@@ -70,6 +555,21 @@ async function getAuthProfileRow(db, userId) {
         .limit(1);
     return row ?? null;
 }
+async function getProfileDocuments(authProfile, options) {
+    if (!authProfile?.documentsEncrypted || !options?.kms) {
+        return [];
+    }
+    const decrypted = (await decryptOptionalJsonEnvelope(options.kms, peopleKeyRef, authProfile.documentsEncrypted, travelDocumentSchema.array())) ?? [];
+    return decrypted.map((document) => ({
+        type: toPublicProfileDocumentType(document.type),
+        number: document.number,
+        issuingAuthority: document.issuingAuthority ?? null,
+        issuingCountry: document.issuingCountry,
+        nationality: document.nationality ?? null,
+        expiryDate: document.expiryDate,
+        issueDate: document.issueDate ?? null,
+    }));
+}
 async function resolveLinkedCustomerRecordId(db, userId) {
     const [row] = await db
         .select({ id: people.id })
@@ -114,6 +614,7 @@ async function listCustomerRecordCandidatesByEmail(db, email) {
         address: null,
         city: null,
         country: null,
+        billingAddress: null,
         relation: row.relation ?? null,
         status: row.status,
         claimedByAnotherUser: row.source === linkedCustomerSource && Boolean(row.sourceRef),
@@ -121,15 +622,62 @@ async function listCustomerRecordCandidatesByEmail(db, email) {
     }));
     return candidates;
 }
+async function listCustomerRecordCandidatesByPhone(db, phone) {
+    const normalizedPhone = normalizePhone(phone);
+    const rows = await db
+        .select({
+        id: people.id,
+        firstName: people.firstName,
+        lastName: people.lastName,
+        preferredLanguage: people.preferredLanguage,
+        preferredCurrency: people.preferredCurrency,
+        birthday: people.birthday,
+        relation: people.relation,
+        status: people.status,
+        source: people.source,
+        sourceRef: people.sourceRef,
+    })
+        .from(people)
+        .innerJoin(identityContactPoints, and(eq(identityContactPoints.entityType, "person"), eq(identityContactPoints.entityId, people.id), inArray(identityContactPoints.kind, ["phone", "mobile", "whatsapp", "sms"]), or(eq(identityContactPoints.normalizedValue, normalizedPhone), eq(identityContactPoints.value, normalizedPhone))))
+        .orderBy(desc(people.updatedAt));
+    const uniqueRows = new Map();
+    for (const row of rows) {
+        if (!uniqueRows.has(row.id)) {
+            uniqueRows.set(row.id, row);
+        }
+    }
+    return Array.from(uniqueRows.values()).map((row) => ({
+        id: row.id,
+        firstName: row.firstName,
+        lastName: row.lastName,
+        preferredLanguage: row.preferredLanguage ?? null,
+        preferredCurrency: row.preferredCurrency ?? null,
+        birthday: row.birthday ?? null,
+        email: null,
+        phone: normalizedPhone,
+        address: null,
+        city: null,
+        country: null,
+        billingAddress: null,
+        relation: row.relation ?? null,
+        status: row.status,
+        claimedByAnotherUser: row.source === linkedCustomerSource && Boolean(row.sourceRef),
+        linkable: row.source === linkedCustomerSource ? row.sourceRef == null : row.sourceRef == null,
+    }));
+}
 async function getCustomerRecord(db, userId) {
     const personId = await resolveLinkedCustomerRecordId(db, userId);
     if (!personId) {
         return null;
     }
-    const person = await crmService.getPersonById(db, personId);
+    const [person, addresses] = await Promise.all([
+        crmService.getPersonById(db, personId),
+        identityService.listAddressesForEntity(db, "person", personId),
+    ]);
     if (!person) {
         return null;
     }
+    const billingAddress = selectPreferredAddress(addresses);
     return {
         id: person.id,
         firstName: person.firstName,
@@ -142,10 +690,40 @@ async function getCustomerRecord(db, userId) {
         address: person.address ?? null,
         city: person.city ?? null,
         country: person.country ?? null,
+        billingAddress: billingAddress ? toCustomerAddress(billingAddress) : null,
         relation: person.relation ?? null,
         status: person.status,
     };
 }
+async function upsertCustomerBillingAddress(db, personId, input, fallback) {
+    const existingAddresses = await identityService.listAddressesForEntity(db, "person", personId);
+    const existingAddress = selectPreferredAddress(existingAddresses);
+    const fallbackAddress = normalizeNullableString(fallback?.address);
+    const fallbackCity = normalizeNullableString(fallback?.city);
+    const fallbackCountry = normalizeNullableString(fallback?.country);
+    const merged = {
+        label: input.label ?? existingAddress?.label ?? "billing",
+        fullText: normalizeNullableString(input.fullText) ??
+            (input.line1 === undefined ? fallbackAddress : null) ??
+            existingAddress?.fullText ??
+            null,
+        line1: normalizeNullableString(input.line1) ?? existingAddress?.line1 ?? null,
+        line2: normalizeNullableString(input.line2) ?? existingAddress?.line2 ?? null,
+        city: normalizeNullableString(input.city) ?? fallbackCity ?? existingAddress?.city ?? null,
+        region: normalizeNullableString(input.region) ?? existingAddress?.region ?? null,
+        postalCode: normalizeNullableString(input.postalCode) ?? existingAddress?.postalCode ?? null,
+        country: normalizeNullableString(input.country) ?? fallbackCountry ?? existingAddress?.country ?? null,
+        isPrimary: input.isPrimary ?? existingAddress?.isPrimary ?? existingAddresses.length === 0,
+    };
+    if (existingAddress) {
+        return identityService.updateAddress(db, existingAddress.id, merged);
+    }
+    return identityService.createAddress(db, {
+        entityType: "person",
+        entityId: personId,
+        ...merged,
+    });
+}
 async function getAccessibleBookingIds(db, params) {
     const linkedPersonId = await resolveLinkedCustomerRecordId(db, params.userId);
     const email = params.email.trim().toLowerCase();
@@ -169,12 +747,76 @@ async function getAccessibleBookingIds(db, params) {
     ]);
     return Array.from(new Set([...directBookingRows, ...participantPersonRows, ...participantEmailRows].map((row) => row.bookingId)));
 }
-async function buildBookingDetail(db, bookingId) {
+async function hasBookingAccess(params) {
+    const ownershipConditions = [sql `lower(${bookingParticipants.email}) = ${params.authEmail}`];
+    if (params.linkedPersonId) {
+        ownershipConditions.push(eq(bookingParticipants.personId, params.linkedPersonId));
+    }
+    const [participantMatch, bookingMatch] = await Promise.all([
+        params.db
+            .select({ bookingId: bookingParticipants.bookingId })
+            .from(bookingParticipants)
+            .where(and(eq(bookingParticipants.bookingId, params.bookingId), or(...ownershipConditions)))
+            .limit(1),
+        params.linkedPersonId
+            ? params.db
+                .select({ bookingId: bookings.id })
+                .from(bookings)
+                .where(and(eq(bookings.id, params.bookingId), eq(bookings.personId, params.linkedPersonId)))
+                .limit(1)
+            : Promise.resolve([]),
+    ]);
+    return Boolean(participantMatch[0] || bookingMatch[0]);
+}
+async function getBookingBillingContact(db, bookingId, customerRecord) {
+    const [stateRows, primaryParticipantRows] = await Promise.all([
+        db
+            .select({ payload: bookingSessionStates.payload })
+            .from(bookingSessionStates)
+            .where(and(eq(bookingSessionStates.bookingId, bookingId), eq(bookingSessionStates.stateKey, bookingWizardStateKey)))
+            .limit(1),
+        db
+            .select({
+            firstName: bookingParticipants.firstName,
+            lastName: bookingParticipants.lastName,
+            email: bookingParticipants.email,
+            phone: bookingParticipants.phone,
+        })
+            .from(bookingParticipants)
+            .where(and(eq(bookingParticipants.bookingId, bookingId), eq(bookingParticipants.isPrimary, true)))
+            .orderBy(asc(bookingParticipants.createdAt))
+            .limit(1),
+    ]);
+    const stateRow = stateRows[0] ?? null;
+    const primaryParticipant = primaryParticipantRows[0] ?? null;
+    const sessionBillingContact = resolveBillingContactFromSessionPayload(stateRow?.payload ?? null);
+    const billingAddress = customerRecord?.billingAddress ?? null;
+    const result = {
+        email: sessionBillingContact?.email ?? primaryParticipant?.email ?? customerRecord?.email ?? null,
+        phone: sessionBillingContact?.phone ?? primaryParticipant?.phone ?? customerRecord?.phone ?? null,
+        firstName: sessionBillingContact?.firstName ??
+            primaryParticipant?.firstName ??
+            customerRecord?.firstName ??
+            null,
+        lastName: sessionBillingContact?.lastName ??
+            primaryParticipant?.lastName ??
+            customerRecord?.lastName ??
+            null,
+        country: sessionBillingContact?.country ?? billingAddress?.country ?? customerRecord?.country ?? null,
+        state: sessionBillingContact?.state ?? billingAddress?.region ?? null,
+        city: sessionBillingContact?.city ?? billingAddress?.city ?? customerRecord?.city ?? null,
+        address1: sessionBillingContact?.address1 ?? billingAddress?.line1 ?? null,
+        postal: sessionBillingContact?.postal ?? billingAddress?.postalCode ?? null,
+    };
+    const hasValue = Object.values(result).some((value) => typeof value === "string" && value.length > 0);
+    return hasValue ? result : null;
+}
+async function buildBookingDetail(db, bookingId, customerRecord = null) {
     const [booking] = await db.select().from(bookings).where(eq(bookings.id, bookingId)).limit(1);
     if (!booking) {
         return null;
     }
-    const [participants, items, itemParticipantLinks, documents, fulfillments] = await Promise.all([
+    const [participants, items, itemParticipantLinks, documents, fulfillments, legalDocuments, financeData, billingContact,] = await Promise.all([
         db
             .select()
             .from(bookingParticipants)
@@ -207,6 +849,9 @@ async function buildBookingDetail(db, bookingId) {
             .from(bookingFulfillments)
             .where(eq(bookingFulfillments.bookingId, booking.id))
             .orderBy(asc(bookingFulfillments.createdAt)),
+        listLegalDocumentsForBooking(db, booking.id),
+        getFinanceDataForBooking(db, booking.id),
+        getBookingBillingContact(db, booking.id, customerRecord),
     ]);
     const itemLinksByItemId = new Map();
     for (const link of itemParticipantLinks) {
@@ -219,6 +864,24 @@ async function buildBookingDetail(db, bookingId) {
         });
         itemLinksByItemId.set(link.bookingItemId, existing);
     }
+    const unifiedDocuments = [
+        ...documents.map((document) => ({
+            id: document.id,
+            source: "booking_document",
+            participantId: document.participantId ?? null,
+            type: document.type,
+            fileName: document.fileName,
+            fileUrl: document.fileUrl,
+            mimeType: null,
+            reference: null,
+        })),
+        ...legalDocuments,
+        ...financeData.portalDocuments,
+    ];
+    const financials = {
+        documents: financeData.documents,
+        payments: financeData.payments,
+    };
     return customerPortalBookingDetailSchema.parse({
         bookingId: booking.id,
         bookingNumber: booking.bookingNumber,
@@ -254,13 +917,9 @@ async function buildBookingDetail(db, bookingId) {
             notes: item.notes ?? null,
             participantLinks: itemLinksByItemId.get(item.id) ?? [],
         })),
-        documents: documents.map((document) => ({
-            id: document.id,
-            participantId: document.participantId ?? null,
-            type: document.type,
-            fileName: document.fileName,
-            fileUrl: document.fileUrl,
-        })),
+        billingContact,
+        documents: unifiedDocuments,
+        financials,
         fulfillments: fulfillments.map((fulfillment) => ({
             id: fulfillment.id,
             bookingItemId: fulfillment.bookingItemId ?? null,
@@ -290,7 +949,19 @@ export const publicCustomerPortalService = {
             linkedCustomerRecordExists: customerCandidates.some((candidate) => candidate.claimedByAnotherUser),
         };
     },
+    async phoneContactExists(db, phone) {
+        const normalizedPhone = normalizePhone(phone);
+        const customerCandidates = await listCustomerRecordCandidatesByPhone(db, normalizedPhone);
+        return {
+            phone: normalizedPhone,
+            customerRecordExists: customerCandidates.length > 0,
+            linkedCustomerRecordExists: customerCandidates.some((candidate) => candidate.claimedByAnotherUser),
+        };
+    },
     async getProfile(db, userId) {
+        return this.getProfileWithOptions(db, userId);
+    },
+    async getProfileWithOptions(db, userId, options) {
         const [authProfile, customerRecord] = await Promise.all([
             getAuthProfileRow(db, userId),
             getCustomerRecord(db, userId),
@@ -298,24 +969,43 @@ export const publicCustomerPortalService = {
         if (!authProfile) {
             return null;
         }
+        const documents = await getProfileDocuments(authProfile, options);
+        const billingAddress = customerRecord?.billingAddress ?? null;
         return {
             userId: authProfile.id,
             email: authProfile.email,
             emailVerified: authProfile.emailVerified,
             firstName: authProfile.firstName ?? null,
+            middleName: deriveMiddleName(authProfile.name, authProfile.firstName, authProfile.lastName),
             lastName: authProfile.lastName ?? null,
             avatarUrl: authProfile.avatarUrl ?? authProfile.image ?? null,
             locale: authProfile.locale ?? "en",
             timezone: authProfile.timezone ?? null,
             seatingPreference: authProfile.seatingPreference ?? null,
+            dateOfBirth: customerRecord?.birthday ?? null,
+            address: billingAddress
+                ? {
+                    country: billingAddress.country,
+                    state: billingAddress.region,
+                    city: billingAddress.city,
+                    postalCode: billingAddress.postalCode,
+                    addressLine1: billingAddress.line1,
+                    addressLine2: billingAddress.line2,
+                }
+                : null,
+            documents,
             marketingConsent: authProfile.marketingConsent ?? false,
             marketingConsentAt: normalizeDateTime(authProfile.marketingConsentAt),
+            marketingConsentSource: authProfile.marketingConsentSource ?? null,
             notificationDefaults: authProfile.notificationDefaults ?? null,
             uiPrefs: authProfile.uiPrefs ?? null,
             customerRecord,
         };
     },
     async updateProfile(db, userId, input) {
+        return this.updateProfileWithOptions(db, userId, input);
+    },
+    async updateProfileWithOptions(db, userId, input, options) {
         const authProfile = await getAuthProfileRow(db, userId);
         if (!authProfile) {
             return { error: "not_found" };
@@ -324,31 +1014,63 @@ export const publicCustomerPortalService = {
         if (input.customerRecord && !customerRecordId) {
             return { error: "customer_record_required" };
         }
+        const existingMiddleName = deriveMiddleName(authProfile.name, authProfile.firstName, authProfile.lastName);
         const nextFirstName = input.firstName ?? authProfile.firstName ?? null;
+        const nextMiddleName = input.middleName ?? existingMiddleName;
         const nextLastName = input.lastName ?? authProfile.lastName ?? null;
-        const nextDisplayName = [nextFirstName, nextLastName].filter(Boolean).join(" ").trim();
+        const nextDisplayName = [nextFirstName, nextMiddleName, nextLastName]
+            .filter(Boolean)
+            .join(" ")
+            .trim();
+        const nextMarketingConsent = resolveMarketingConsentState({
+            currentConsent: authProfile.marketingConsent,
+            currentConsentAt: authProfile.marketingConsentAt,
+            currentConsentSource: authProfile.marketingConsentSource,
+            nextConsent: input.marketingConsent,
+            nextConsentSource: input.marketingConsentSource,
+        });
+        const nextDateOfBirth = input.dateOfBirth !== undefined ? input.dateOfBirth : undefined;
+        const nextAddressRecord = input.address !== undefined
+            ? {
+                city: input.address.city,
+                country: input.address.country,
+                billingAddress: {
+                    line1: input.address.addressLine1,
+                    line2: input.address.addressLine2,
+                    city: input.address.city,
+                    region: input.address.state,
+                    postalCode: input.address.postalCode,
+                    country: input.address.country,
+                },
+            }
+            : undefined;
+        const documentsEncrypted = input.documents !== undefined && options?.kms
+            ? await encryptOptionalJsonEnvelope(options.kms, peopleKeyRef, input.documents.map((document) => ({
+                type: toStoredProfileDocumentType(document.type),
+                number: document.number,
+                issuingAuthority: document.issuingAuthority ?? undefined,
+                issuingCountry: document.issuingCountry,
+                nationality: document.nationality ?? undefined,
+                expiryDate: document.expiryDate,
+                issueDate: document.issueDate ?? undefined,
+            })))
+            : undefined;
         await db
             .insert(userProfilesTable)
             .values({
             id: userId,
             firstName: nextFirstName,
             lastName: nextLastName,
+            ...(documentsEncrypted !== undefined ? { documentsEncrypted } : {}),
             avatarUrl: input.avatarUrl ?? authProfile.avatarUrl ?? authProfile.image ?? null,
             locale: input.locale ?? authProfile.locale ?? "en",
             timezone: input.timezone !== undefined ? input.timezone : (authProfile.timezone ?? null),
             seatingPreference: input.seatingPreference !== undefined
                 ? input.seatingPreference
                 : (authProfile.seatingPreference ?? null),
-            marketingConsent: input.marketingConsent !== undefined
-                ? input.marketingConsent
-                : (authProfile.marketingConsent ?? false),
-            marketingConsentAt: input.marketingConsent === undefined
-                ? (authProfile.marketingConsentAt ?? null)
-                : input.marketingConsent
-                    ? authProfile.marketingConsent
-                        ? (authProfile.marketingConsentAt ?? new Date())
-                        : new Date()
-                    : null,
+            marketingConsent: nextMarketingConsent.marketingConsent,
+            marketingConsentAt: nextMarketingConsent.marketingConsentAt,
+            marketingConsentSource: nextMarketingConsent.marketingConsentSource,
             notificationDefaults: input.notificationDefaults !== undefined
                 ? input.notificationDefaults
                 : (authProfile.notificationDefaults ?? {}),
@@ -361,22 +1083,16 @@ export const publicCustomerPortalService = {
             set: {
                 firstName: nextFirstName,
                 lastName: nextLastName,
+                ...(documentsEncrypted !== undefined ? { documentsEncrypted } : {}),
                 avatarUrl: input.avatarUrl ?? authProfile.avatarUrl ?? authProfile.image ?? null,
                 locale: input.locale ?? authProfile.locale ?? "en",
                 timezone: input.timezone !== undefined ? input.timezone : (authProfile.timezone ?? null),
                 seatingPreference: input.seatingPreference !== undefined
                     ? input.seatingPreference
                     : (authProfile.seatingPreference ?? null),
-                marketingConsent: input.marketingConsent !== undefined
-                    ? input.marketingConsent
-                    : (authProfile.marketingConsent ?? false),
-                marketingConsentAt: input.marketingConsent === undefined
-                    ? (authProfile.marketingConsentAt ?? null)
-                    : input.marketingConsent
-                        ? authProfile.marketingConsent
-                            ? (authProfile.marketingConsentAt ?? new Date())
-                            : new Date()
-                        : null,
+                marketingConsent: nextMarketingConsent.marketingConsent,
+                marketingConsentAt: nextMarketingConsent.marketingConsentAt,
+                marketingConsentSource: nextMarketingConsent.marketingConsentSource,
                 notificationDefaults: input.notificationDefaults !== undefined
                     ? input.notificationDefaults
                     : (authProfile.notificationDefaults ?? {}),
@@ -395,8 +1111,23 @@ export const publicCustomerPortalService = {
         })
             .where(eq(authUser.id, userId));
         if (customerRecordId) {
-            const nextCustomerRecord = input.customerRecord;
+            const nextCustomerRecord = input.customerRecord !== undefined ||
+                nextDateOfBirth !== undefined ||
+                nextAddressRecord !== undefined
+                ? {
+                    ...(input.customerRecord ?? {}),
+                    ...(nextDateOfBirth !== undefined ? { birthday: nextDateOfBirth } : {}),
+                    ...(nextAddressRecord ?? {}),
+                }
+                : undefined;
             if (nextCustomerRecord || input.firstName !== undefined || input.lastName !== undefined) {
+                const billingAddress = nextCustomerRecord?.billingAddress !== undefined
+                    ? await upsertCustomerBillingAddress(db, customerRecordId, nextCustomerRecord.billingAddress, {
+                        address: nextCustomerRecord.address,
+                        city: nextCustomerRecord.city,
+                        country: nextCustomerRecord.country,
+                    })
+                    : null;
                 await crmService.updatePerson(db, customerRecordId, {
                     ...(input.firstName !== undefined ? { firstName: input.firstName ?? "" } : {}),
                     ...(input.lastName !== undefined ? { lastName: input.lastName ?? "" } : {}),
@@ -417,10 +1148,27 @@ export const publicCustomerPortalService = {
                     ...(nextCustomerRecord?.country !== undefined
                         ? { country: nextCustomerRecord.country }
                         : {}),
+                    ...(nextCustomerRecord?.billingAddress !== undefined
+                        ? {
+                            address: nextCustomerRecord.address !== undefined
+                                ? nextCustomerRecord.address
+                                : formatCustomerAddress(billingAddress ?? nextCustomerRecord.billingAddress),
+                            city: nextCustomerRecord.city !== undefined
+                                ? nextCustomerRecord.city
+                                : (normalizeNullableString(nextCustomerRecord.billingAddress.city) ??
+                                    billingAddress?.city ??
+                                    null),
+                            country: nextCustomerRecord.country !== undefined
+                                ? nextCustomerRecord.country
+                                : (normalizeNullableString(nextCustomerRecord.billingAddress.country) ??
+                                    billingAddress?.country ??
+                                    null),
+                        }
+                        : {}),
                 });
             }
         }
-        const profile = await this.getProfile(db, userId);
+        const profile = await this.getProfileWithOptions(db, userId, options);
         if (!profile) {
             return { error: "not_found" };
         }
@@ -443,19 +1191,28 @@ export const publicCustomerPortalService = {
         const normalizedEmail = normalizeEmail(authProfile.email);
         const nextFirstName = input.firstName ?? authProfile.firstName ?? authProfile.name.split(" ")[0] ?? "Customer";
         const nextLastName = input.lastName ?? authProfile.lastName ?? authProfile.name.split(" ").slice(1).join(" ") ?? "";
-        if (input.marketingConsent !== undefined) {
+        if (input.marketingConsent !== undefined || input.marketingConsentSource !== undefined) {
+            const nextMarketingConsent = resolveMarketingConsentState({
+                currentConsent: authProfile.marketingConsent,
+                currentConsentAt: authProfile.marketingConsentAt,
+                currentConsentSource: authProfile.marketingConsentSource,
+                nextConsent: input.marketingConsent,
+                nextConsentSource: input.marketingConsentSource,
+            });
             await db
                 .insert(userProfilesTable)
                 .values({
                 id: userId,
-                marketingConsent: input.marketingConsent,
-                marketingConsentAt: input.marketingConsent ? new Date() : null,
+                marketingConsent: nextMarketingConsent.marketingConsent,
+                marketingConsentAt: nextMarketingConsent.marketingConsentAt,
+                marketingConsentSource: nextMarketingConsent.marketingConsentSource,
             })
                 .onConflictDoUpdate({
                 target: userProfilesTable.id,
                 set: {
-                    marketingConsent: input.marketingConsent,
-                    marketingConsentAt: input.marketingConsent ? new Date() : null,
+                    marketingConsent: nextMarketingConsent.marketingConsent,
+                    marketingConsentAt: nextMarketingConsent.marketingConsentAt,
+                    marketingConsentSource: nextMarketingConsent.marketingConsentSource,
                     updatedAt: new Date(),
                 },
             });
@@ -492,10 +1249,30 @@ export const publicCustomerPortalService = {
                 ...(input.customerRecord?.country !== undefined
                     ? { country: input.customerRecord.country }
                     : {}),
+                ...(input.customerRecord?.billingAddress !== undefined
+                    ? {
+                        address: input.customerRecord.address !== undefined
+                            ? input.customerRecord.address
+                            : formatCustomerAddress(input.customerRecord.billingAddress),
+                        city: input.customerRecord.city !== undefined
+                            ? input.customerRecord.city
+                            : (normalizeNullableString(input.customerRecord.billingAddress.city) ?? null),
+                        country: input.customerRecord.country !== undefined
+                            ? input.customerRecord.country
+                            : (normalizeNullableString(input.customerRecord.billingAddress.country) ?? null),
+                    }
+                    : {}),
             });
             if (!updated) {
                 return { error: "customer_record_not_found" };
             }
+            if (input.customerRecord?.billingAddress) {
+                await upsertCustomerBillingAddress(db, input.customerRecordId, input.customerRecord.billingAddress, {
+                    address: input.customerRecord.address,
+                    city: input.customerRecord.city,
+                    country: input.customerRecord.country,
+                });
+            }
             const profile = await this.getProfile(db, userId);
             return {
                 status: "linked_existing_customer",
@@ -533,13 +1310,32 @@ export const publicCustomerPortalService = {
             email: normalizedEmail,
             phone: input.customerRecord?.phone ?? null,
             website: null,
-            address: input.customerRecord?.address ?? null,
-            city: input.customerRecord?.city ?? null,
-            country: input.customerRecord?.country ?? null,
+            address: input.customerRecord?.billingAddress !== undefined
+                ? input.customerRecord.address !== undefined
+                    ? input.customerRecord.address
+                    : formatCustomerAddress(input.customerRecord.billingAddress)
+                : (input.customerRecord?.address ?? null),
+            city: input.customerRecord?.billingAddress !== undefined
+                ? input.customerRecord.city !== undefined
+                    ? input.customerRecord.city
+                    : (normalizeNullableString(input.customerRecord.billingAddress.city) ?? null)
+                : (input.customerRecord?.city ?? null),
+            country: input.customerRecord?.billingAddress !== undefined
+                ? input.customerRecord.country !== undefined
+                    ? input.customerRecord.country
+                    : (normalizeNullableString(input.customerRecord.billingAddress.country) ?? null)
+                : (input.customerRecord?.country ?? null),
         });
         if (!created) {
             return { error: "not_found" };
         }
+        if (input.customerRecord?.billingAddress) {
+            await upsertCustomerBillingAddress(db, created.id, input.customerRecord.billingAddress, {
+                address: input.customerRecord.address,
+                city: input.customerRecord.city,
+                country: input.customerRecord.country,
+            });
+        }
         const profile = await this.getProfile(db, userId);
         return {
             status: "created_customer",
@@ -558,6 +1354,91 @@ export const publicCustomerPortalService = {
             companionMetadataKind)
             .map(toCustomerCompanion);
     },
+    async importBookingParticipantsAsCompanions(db, userId, input) {
+        const authProfile = await getAuthProfileRow(db, userId);
+        const personId = await resolveLinkedCustomerRecordId(db, userId);
+        if (!authProfile || !personId) {
+            return null;
+        }
+        const accessibleBookingIds = await getAccessibleBookingIds(db, {
+            userId,
+            email: authProfile.email,
+        });
+        const targetBookingIds = input.bookingIds?.filter((bookingId) => accessibleBookingIds.includes(bookingId)) ??
+            accessibleBookingIds;
+        if (targetBookingIds.length === 0) {
+            return { created: [], skippedCount: 0 };
+        }
+        const [existingCompanionRows, participantRows] = await Promise.all([
+            identityService.listNamedContactsForEntity(db, "person", personId),
+            db
+                .select()
+                .from(bookingParticipants)
+                .where(inArray(bookingParticipants.bookingId, targetBookingIds))
+                .orderBy(asc(bookingParticipants.createdAt)),
+        ]);
+        const existingKeys = new Set(existingCompanionRows
+            .filter((row) => (row.metadata?.kind ?? null) ===
+            companionMetadataKind)
+            .flatMap((row) => getCompanionLookupKeys({
+            name: row.name,
+            email: row.email,
+            phone: row.phone,
+        })));
+        let skippedCount = 0;
+        const created = [];
+        for (const participant of participantRows) {
+            if (participant.participantType === "staff") {
+                skippedCount += 1;
+                continue;
+            }
+            const name = `${participant.firstName} ${participant.lastName}`.trim();
+            if (!name) {
+                skippedCount += 1;
+                continue;
+            }
+            const email = normalizeNullableString(participant.email);
+            const phone = normalizeNullableString(participant.phone);
+            const lookupKeys = getCompanionLookupKeys({ name, email, phone });
+            if (lookupKeys.some((key) => existingKeys.has(key))) {
+                skippedCount += 1;
+                continue;
+            }
+            const row = await identityService.createNamedContact(db, {
+                entityType: "person",
+                entityId: personId,
+                role: "general",
+                name,
+                title: null,
+                email,
+                phone,
+                isPrimary: false,
+                notes: normalizeNullableString(participant.notes),
+                metadata: buildStoredCompanionMetadata({
+                    metadata: {
+                        source: "booking_participant_import",
+                        bookingId: participant.bookingId,
+                        participantId: participant.id,
+                        participantType: participant.participantType,
+                        travelerCategory: participant.travelerCategory ?? null,
+                    },
+                    person: {
+                        firstName: participant.firstName,
+                        lastName: participant.lastName,
+                    },
+                }),
+            });
+            if (!row) {
+                skippedCount += 1;
+                continue;
+            }
+            created.push(toCustomerCompanion(row));
+            for (const key of lookupKeys) {
+                existingKeys.add(key);
+            }
+        }
+        return { created, skippedCount };
+    },
     async createCompanion(db, userId, input) {
         const personId = await resolveLinkedCustomerRecordId(db, userId);
         if (!personId) {
@@ -573,10 +1454,11 @@ export const publicCustomerPortalService = {
             phone: normalizeNullableString(input.phone),
             isPrimary: input.isPrimary,
             notes: normalizeNullableString(input.notes),
-            metadata: {
-                kind: companionMetadataKind,
-                ...(input.metadata ?? {}),
-            },
+            metadata: buildStoredCompanionMetadata({
+                metadata: input.metadata ?? undefined,
+                typeKey: input.typeKey,
+                person: input.person,
+            }),
         });
         return row ? toCustomerCompanion(row) : null;
     },
@@ -601,12 +1483,16 @@ export const publicCustomerPortalService = {
             ...(input.phone !== undefined ? { phone: normalizeNullableString(input.phone) } : {}),
             ...(input.isPrimary !== undefined ? { isPrimary: input.isPrimary } : {}),
             ...(input.notes !== undefined ? { notes: normalizeNullableString(input.notes) } : {}),
-            ...(input.metadata !== undefined
+            ...(input.metadata !== undefined || input.typeKey !== undefined || input.person !== undefined
                 ? {
-                    metadata: {
-                        kind: companionMetadataKind,
-                        ...(input.metadata ?? {}),
-                    },
+                    metadata: buildStoredCompanionMetadata({
+                        existingMetadata: existing.metadata ?? undefined,
+                        ...(input.metadata !== undefined
+                            ? { metadata: input.metadata ?? null }
+                            : {}),
+                        ...(input.typeKey !== undefined ? { typeKey: input.typeKey } : {}),
+                        ...(input.person !== undefined ? { person: input.person } : {}),
+                    }),
                 }
                 : {}),
         });
@@ -639,7 +1525,7 @@ export const publicCustomerPortalService = {
         if (bookingIds.length === 0) {
             return [];
         }
-        const [bookingRows, participantRows] = await Promise.all([
+        const [bookingRows, participantRows, itemRows, invoiceRows] = await Promise.all([
             db
                 .select()
                 .from(bookings)
@@ -650,6 +1536,28 @@ export const publicCustomerPortalService = {
                 .from(bookingParticipants)
                 .where(inArray(bookingParticipants.bookingId, bookingIds))
                 .orderBy(asc(bookingParticipants.createdAt)),
+            db
+                .select({
+                bookingId: bookingItems.bookingId,
+                title: bookingItems.title,
+                itemType: bookingItems.itemType,
+                createdAt: bookingItems.createdAt,
+            })
+                .from(bookingItems)
+                .where(inArray(bookingItems.bookingId, bookingIds))
+                .orderBy(asc(bookingItems.createdAt)),
+            db
+                .select({
+                bookingId: invoices.bookingId,
+                invoiceType: invoices.invoiceType,
+                status: invoices.status,
+                paidCents: invoices.paidCents,
+                balanceDueCents: invoices.balanceDueCents,
+                createdAt: invoices.createdAt,
+            })
+                .from(invoices)
+                .where(inArray(invoices.bookingId, bookingIds))
+                .orderBy(desc(invoices.createdAt)),
         ]);
         const participantsByBookingId = new Map();
         for (const participant of participantRows) {
@@ -657,8 +1565,22 @@ export const publicCustomerPortalService = {
             bucket.push(participant);
             participantsByBookingId.set(participant.bookingId, bucket);
         }
+        const itemsByBookingId = new Map();
+        for (const item of itemRows) {
+            const bucket = itemsByBookingId.get(item.bookingId) ?? [];
+            bucket.push(item);
+            itemsByBookingId.set(item.bookingId, bucket);
+        }
+        const invoicesByBookingId = new Map();
+        for (const invoice of invoiceRows) {
+            const bucket = invoicesByBookingId.get(invoice.bookingId) ?? [];
+            bucket.push(invoice);
+            invoicesByBookingId.set(invoice.bookingId, bucket);
+        }
         return bookingRows.map((booking) => {
             const participants = participantsByBookingId.get(booking.id) ?? [];
+            const items = itemsByBookingId.get(booking.id) ?? [];
+            const bookingInvoices = invoicesByBookingId.get(booking.id) ?? [];
             const primaryTraveler = participants.find((participant) => participant.isPrimary) ?? participants[0] ?? null;
             return {
                 bookingId: booking.id,
@@ -666,6 +1588,8 @@ export const publicCustomerPortalService = {
                 status: booking.status,
                 sellCurrency: booking.sellCurrency,
                 sellAmountCents: booking.sellAmountCents ?? null,
+                productTitle: selectBookingSummaryProductTitle(items),
+                paymentStatus: deriveBookingSummaryPaymentStatus(bookingInvoices, booking.sellAmountCents ?? null),
                 startDate: normalizeDate(booking.startDate),
                 endDate: normalizeDate(booking.endDate),
                 pax: booking.pax ?? null,
@@ -683,33 +1607,46 @@ export const publicCustomerPortalService = {
         if (!authProfile) {
             return null;
         }
-        const linkedPersonId = await resolveLinkedCustomerRecordId(db, userId);
-        const authEmail = authProfile.email.trim().toLowerCase();
-        const ownershipConditions = [sql `lower(${bookingParticipants.email}) = ${authEmail}`];
-        if (linkedPersonId) {
-            ownershipConditions.push(eq(bookingParticipants.personId, linkedPersonId));
-        }
-        const [participantMatch, bookingMatch] = await Promise.all([
-            db
-                .select({ bookingId: bookingParticipants.bookingId })
-                .from(bookingParticipants)
-                .where(and(eq(bookingParticipants.bookingId, bookingId), or(...ownershipConditions)))
-                .limit(1),
-            linkedPersonId
-                ? db
-                    .select({ bookingId: bookings.id })
-                    .from(bookings)
-                    .where(and(eq(bookings.id, bookingId), eq(bookings.personId, linkedPersonId)))
-                    .limit(1)
-                : Promise.resolve([]),
+        const [linkedPersonId, customerRecord] = await Promise.all([
+            resolveLinkedCustomerRecordId(db, userId),
+            getCustomerRecord(db, userId),
         ]);
-        if (!participantMatch[0] && !bookingMatch[0]) {
+        const authEmail = authProfile.email.trim().toLowerCase();
+        const canAccess = await hasBookingAccess({
+            db,
+            bookingId,
+            userId,
+            authEmail,
+            linkedPersonId,
+        });
+        if (!canAccess) {
             return null;
         }
-        return buildBookingDetail(db, bookingId);
+        return buildBookingDetail(db, bookingId, customerRecord);
     },
     async listBookingDocuments(db, userId, bookingId) {
         const detail = await this.getBooking(db, userId, bookingId);
         return detail?.documents ?? null;
     },
+    async getBookingBillingContact(db, userId, bookingId) {
+        const authProfile = await getAuthProfileRow(db, userId);
+        if (!authProfile) {
+            return null;
+        }
+        const [linkedPersonId, customerRecord] = await Promise.all([
+            resolveLinkedCustomerRecordId(db, userId),
+            getCustomerRecord(db, userId),
+        ]);
+        const canAccess = await hasBookingAccess({
+            db,
+            bookingId,
+            userId,
+            authEmail: authProfile.email.trim().toLowerCase(),
+            linkedPersonId,
+        });
+        if (!canAccess) {
+            return null;
+        }
+        return getBookingBillingContact(db, bookingId, customerRecord);
+    },
 };