feat: 完成 F17 报表导出(CSV/XLSX)\n\n- 后端新增 /api/exports/* 导出接口(含权限与审计记录)\n- CSV 采用流式生成,XLSX 使用 exceljs\n- 前端在报销/票据/审计页加入导出入口(下载 Blob)\n- 更新 P5 蓝图 v3 中 F17 状态为 DONE

这个提交包含在:
2026-02-09 19:35:51 +08:00
父节点 2c58061ec7
当前提交 f233a0d5bc
共修改 11 个文件,包含 2062 行新增和 2 行删除
+2
查看文件
@@ -28,6 +28,7 @@ const expenseTypesRoutes = require("./routes/expenseTypes");
const configReadRoutes = require("./routes/configRead");
const approvalRulesRoutes = require("./routes/approvalRules");
const notificationsRoutes = require("./routes/notifications");
const exportsRoutes = require("./routes/exports");
const { startDelegationRevokeJob } = require("./jobs/delegationRevokeJob");
const { startOcrJob } = require("./jobs/ocrJob");
const { startInvoiceArchiveJob } = require("./jobs/invoiceArchiveJob");
@@ -204,6 +205,7 @@ async function buildApp() {
await app.register(configReadRoutes, { prefix: "/api" });
await app.register(approvalRulesRoutes, { prefix: "/api" });
await app.register(notificationsRoutes, { prefix: "/api" });
await app.register(exportsRoutes, { prefix: "/api" });
startDelegationRevokeJob(app);
startOcrJob(app);
+737
查看文件
@@ -0,0 +1,737 @@
const { Readable } = require("node:stream");
const ExcelJS = require("exceljs");
const { z } = require("zod");
const { AppError } = require("../utils/AppError");
const { buildAuditLogData } = require("../utils/audit");
const EXPORT_FORMAT_SCHEMA = z.enum(["csv", "xlsx"]);
const REIMBURSEMENT_STATUS_SCHEMA = z.enum([
"draft",
"reviewing",
"approved",
"paid",
"rejected",
"cancelled",
]);
const REIMBURSEMENT_EXPORT_QUERY_SCHEMA = z.object({
format: EXPORT_FORMAT_SCHEMA.optional(),
scope: z.enum(["own", "all"]).optional(),
status: REIMBURSEMENT_STATUS_SCHEMA.optional(),
limit: z.coerce.number().int().min(1).max(20000).optional(),
});
const INVOICE_EXPORT_QUERY_SCHEMA = z.object({
format: EXPORT_FORMAT_SCHEMA.optional(),
ownerScope: z.enum(["own", "all"]).optional(),
status: z.enum(["pending_ocr", "ocr_failed", "available", "bound", "archived"]).optional(),
limit: z.coerce.number().int().min(1).max(20000).optional(),
});
const AUDIT_EXPORT_QUERY_SCHEMA = z.object({
format: EXPORT_FORMAT_SCHEMA.optional(),
actorId: z.string().uuid().optional(),
action: z.string().min(1).max(100).optional(),
targetType: z.string().min(1).max(100).optional(),
dateFrom: z.string().datetime().optional(),
dateTo: z.string().datetime().optional(),
limit: z.coerce.number().int().min(1).max(50000).optional(),
});
function csvCell(value) {
if (value == null) return "";
const text = String(value);
if (/[",\n\r]/.test(text)) {
return `"${text.replace(/"/g, '""')}"`;
}
return text;
}
function csvRow(values) {
return `${values.map(csvCell).join(",")}\n`;
}
function parseQuery(schema, query) {
const parsed = schema.safeParse(query ?? {});
if (!parsed.success) {
throw new AppError({
code: "VALID_001",
message: "参数校验失败",
statusCode: 400,
details: parsed.error.flatten(),
});
}
return parsed.data;
}
function resolveExportFormat(query) {
return query.format ?? "csv";
}
function ensureHasAnyPermission(fastify, request, permissionCodes) {
for (const code of permissionCodes) {
if (fastify.hasPermission(request.employee, code)) {
return;
}
}
throw new AppError({
code: "PERM_001",
message: "无权限",
statusCode: 403,
});
}
function buildOwnReimbursementScopeWhere(employeeId) {
return {
OR: [{ owner_id: employeeId }, { submitter_id: employeeId }],
};
}
function isGlobalViewRole(roleCodes) {
return roleCodes.some((code) =>
["admin", "ceo", "finance", "finance_mgr", "hr"].includes(code),
);
}
function buildViewAllScopeWhere(request) {
if (isGlobalViewRole(request.employee.roleCodes ?? [])) {
return {};
}
return {
OR: [
{ owner_id: request.employee.id },
{ submitter_id: request.employee.id },
{ owner: { direct_manager_id: request.employee.id } },
],
};
}
function exportFilename(prefix, format) {
const now = new Date();
const stamp = now.toISOString().slice(0, 10);
return `${prefix}-${stamp}.${format}`;
}
function setExportHeaders(reply, format, filename) {
if (format === "csv") {
reply.header("content-type", "text/csv; charset=utf-8");
} else {
reply.header(
"content-type",
"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
);
}
reply.header("content-disposition", `attachment; filename=\"${filename}\"`);
}
async function* streamReimbursementsCsv(prisma, where, limit) {
yield "\ufeff";
yield csvRow([
"formNumber",
"status",
"totalAmount",
"ownerName",
"submitterName",
"reimbursementDate",
"paymentVoucherNo",
"paymentDate",
"paymentChannel",
"paidAt",
"createdAt",
"id",
]);
const batchSize = 500;
let remaining = limit;
let cursorCreatedAt = null;
let cursorId = null;
while (remaining > 0) {
const take = Math.min(batchSize, remaining);
const rows = await prisma.reimbursementForm.findMany({
where: {
...where,
...(cursorCreatedAt
? {
OR: [
{ created_at: { lt: cursorCreatedAt } },
{ created_at: cursorCreatedAt, id: { lt: cursorId } },
],
}
: {}),
},
orderBy: [{ created_at: "desc" }, { id: "desc" }],
take,
select: {
id: true,
form_number: true,
status: true,
total_amount: true,
reimbursement_date: true,
payment_voucher_no: true,
payment_date: true,
payment_channel: true,
paid_at: true,
created_at: true,
owner: { select: { name: true } },
submitter: { select: { name: true } },
},
});
if (!rows.length) {
break;
}
for (const item of rows) {
yield csvRow([
item.form_number ?? "",
item.status,
item.total_amount?.toString?.() ?? String(item.total_amount ?? ""),
item.owner?.name ?? "",
item.submitter?.name ?? "",
item.reimbursement_date?.toISOString?.()?.slice(0, 10) ?? "",
item.payment_voucher_no ?? "",
item.payment_date?.toISOString?.()?.slice(0, 10) ?? "",
item.payment_channel ?? "",
item.paid_at?.toISOString?.() ?? "",
item.created_at?.toISOString?.() ?? "",
item.id,
]);
remaining -= 1;
if (remaining <= 0) break;
}
const last = rows[rows.length - 1];
cursorCreatedAt = last.created_at;
cursorId = last.id;
}
}
async function buildReimbursementsXlsx(prisma, where, limit) {
const workbook = new ExcelJS.Workbook();
const sheet = workbook.addWorksheet("reimbursements");
sheet.columns = [
{ header: "单号", key: "formNumber", width: 18 },
{ header: "状态", key: "status", width: 12 },
{ header: "金额", key: "totalAmount", width: 12 },
{ header: "报销人", key: "ownerName", width: 14 },
{ header: "提交人", key: "submitterName", width: 14 },
{ header: "报销日期", key: "reimbursementDate", width: 14 },
{ header: "付款凭证号", key: "paymentVoucherNo", width: 18 },
{ header: "付款日期", key: "paymentDate", width: 14 },
{ header: "付款渠道", key: "paymentChannel", width: 12 },
{ header: "付款时间", key: "paidAt", width: 20 },
{ header: "创建时间", key: "createdAt", width: 20 },
{ header: "ID", key: "id", width: 36 },
];
const rows = await prisma.reimbursementForm.findMany({
where,
orderBy: [{ created_at: "desc" }, { id: "desc" }],
take: limit,
select: {
id: true,
form_number: true,
status: true,
total_amount: true,
reimbursement_date: true,
payment_voucher_no: true,
payment_date: true,
payment_channel: true,
paid_at: true,
created_at: true,
owner: { select: { name: true } },
submitter: { select: { name: true } },
},
});
for (const item of rows) {
sheet.addRow({
formNumber: item.form_number ?? "",
status: item.status,
totalAmount: item.total_amount?.toString?.() ?? String(item.total_amount ?? ""),
ownerName: item.owner?.name ?? "",
submitterName: item.submitter?.name ?? "",
reimbursementDate: item.reimbursement_date?.toISOString?.()?.slice(0, 10) ?? "",
paymentVoucherNo: item.payment_voucher_no ?? "",
paymentDate: item.payment_date?.toISOString?.()?.slice(0, 10) ?? "",
paymentChannel: item.payment_channel ?? "",
paidAt: item.paid_at?.toISOString?.() ?? "",
createdAt: item.created_at?.toISOString?.() ?? "",
id: item.id,
});
}
return workbook.xlsx.writeBuffer();
}
async function* streamInvoicesCsv(prisma, where, limit) {
yield "\ufeff";
yield csvRow([
"status",
"ownerName",
"uploadedByName",
"invoiceCode",
"invoiceNumber",
"invoiceDate",
"totalAmount",
"archivedReason",
"linkedReimbursementId",
"ocrLastError",
"createdAt",
"id",
]);
const batchSize = 500;
let remaining = limit;
let cursorCreatedAt = null;
let cursorId = null;
while (remaining > 0) {
const take = Math.min(batchSize, remaining);
const rows = await prisma.invoicePool.findMany({
where: {
...where,
...(cursorCreatedAt
? {
OR: [
{ created_at: { lt: cursorCreatedAt } },
{ created_at: cursorCreatedAt, id: { lt: cursorId } },
],
}
: {}),
},
orderBy: [{ created_at: "desc" }, { id: "desc" }],
take,
select: {
id: true,
status: true,
archived_reason: true,
owner_employee: { select: { name: true } },
uploaded_by_employee: { select: { name: true } },
invoice_code: true,
invoice_number: true,
invoice_date: true,
total_amount: true,
linked_reimbursement_id: true,
ocr_last_error: true,
created_at: true,
},
});
if (!rows.length) {
break;
}
for (const item of rows) {
yield csvRow([
item.status,
item.owner_employee?.name ?? "",
item.uploaded_by_employee?.name ?? "",
item.invoice_code ?? "",
item.invoice_number ?? "",
item.invoice_date?.toISOString?.()?.slice(0, 10) ?? "",
item.total_amount?.toString?.() ?? String(item.total_amount ?? ""),
item.archived_reason ?? "",
item.linked_reimbursement_id ?? "",
item.ocr_last_error ?? "",
item.created_at?.toISOString?.() ?? "",
item.id,
]);
remaining -= 1;
if (remaining <= 0) break;
}
const last = rows[rows.length - 1];
cursorCreatedAt = last.created_at;
cursorId = last.id;
}
}
async function buildInvoicesXlsx(prisma, where, limit) {
const workbook = new ExcelJS.Workbook();
const sheet = workbook.addWorksheet("invoice_pool");
sheet.columns = [
{ header: "状态", key: "status", width: 12 },
{ header: "归属人", key: "ownerName", width: 14 },
{ header: "上传人", key: "uploadedByName", width: 14 },
{ header: "发票代码", key: "invoiceCode", width: 14 },
{ header: "发票号码", key: "invoiceNumber", width: 14 },
{ header: "开票日期", key: "invoiceDate", width: 14 },
{ header: "总金额", key: "totalAmount", width: 12 },
{ header: "归档原因", key: "archivedReason", width: 14 },
{ header: "关联报销单", key: "linkedReimbursementId", width: 36 },
{ header: "OCR错误", key: "ocrLastError", width: 18 },
{ header: "创建时间", key: "createdAt", width: 20 },
{ header: "ID", key: "id", width: 36 },
];
const rows = await prisma.invoicePool.findMany({
where,
orderBy: [{ created_at: "desc" }, { id: "desc" }],
take: limit,
select: {
id: true,
status: true,
archived_reason: true,
owner_employee: { select: { name: true } },
uploaded_by_employee: { select: { name: true } },
invoice_code: true,
invoice_number: true,
invoice_date: true,
total_amount: true,
linked_reimbursement_id: true,
ocr_last_error: true,
created_at: true,
},
});
for (const item of rows) {
sheet.addRow({
status: item.status,
ownerName: item.owner_employee?.name ?? "",
uploadedByName: item.uploaded_by_employee?.name ?? "",
invoiceCode: item.invoice_code ?? "",
invoiceNumber: item.invoice_number ?? "",
invoiceDate: item.invoice_date?.toISOString?.()?.slice(0, 10) ?? "",
totalAmount: item.total_amount?.toString?.() ?? String(item.total_amount ?? ""),
archivedReason: item.archived_reason ?? "",
linkedReimbursementId: item.linked_reimbursement_id ?? "",
ocrLastError: item.ocr_last_error ?? "",
createdAt: item.created_at?.toISOString?.() ?? "",
id: item.id,
});
}
return workbook.xlsx.writeBuffer();
}
async function* streamAuditLogsCsv(prisma, where, limit) {
yield "\ufeff";
yield csvRow([
"createdAt",
"action",
"actorName",
"actorEmail",
"targetType",
"targetId",
"requestId",
"ipAddress",
]);
const batchSize = 1000;
let remaining = limit;
let cursorCreatedAt = null;
let cursorId = null;
while (remaining > 0) {
const take = Math.min(batchSize, remaining);
const rows = await prisma.auditLog.findMany({
where: {
...where,
...(cursorCreatedAt
? {
OR: [
{ created_at: { lt: cursorCreatedAt } },
{ created_at: cursorCreatedAt, id: { lt: cursorId } },
],
}
: {}),
},
orderBy: [{ created_at: "desc" }, { id: "desc" }],
take,
select: {
id: true,
request_id: true,
action: true,
target_type: true,
target_id: true,
ip_address: true,
created_at: true,
actor: { select: { name: true, email: true } },
},
});
if (!rows.length) {
break;
}
for (const item of rows) {
yield csvRow([
item.created_at?.toISOString?.() ?? "",
item.action,
item.actor?.name ?? "",
item.actor?.email ?? "",
item.target_type,
item.target_id ?? "",
item.request_id ?? "",
item.ip_address ?? "",
]);
remaining -= 1;
if (remaining <= 0) break;
}
const last = rows[rows.length - 1];
cursorCreatedAt = last.created_at;
cursorId = last.id;
}
}
async function buildAuditLogsXlsx(prisma, where, limit) {
const workbook = new ExcelJS.Workbook();
const sheet = workbook.addWorksheet("audit_logs");
sheet.columns = [
{ header: "时间", key: "createdAt", width: 20 },
{ header: "Action", key: "action", width: 28 },
{ header: "Actor", key: "actorName", width: 14 },
{ header: "Actor Email", key: "actorEmail", width: 22 },
{ header: "Target Type", key: "targetType", width: 16 },
{ header: "Target ID", key: "targetId", width: 36 },
{ header: "Request ID", key: "requestId", width: 24 },
{ header: "IP", key: "ipAddress", width: 16 },
];
const rows = await prisma.auditLog.findMany({
where,
orderBy: [{ created_at: "desc" }, { id: "desc" }],
take: limit,
select: {
id: true,
request_id: true,
action: true,
target_type: true,
target_id: true,
ip_address: true,
created_at: true,
actor: { select: { name: true, email: true } },
},
});
for (const item of rows) {
sheet.addRow({
createdAt: item.created_at?.toISOString?.() ?? "",
action: item.action,
actorName: item.actor?.name ?? "",
actorEmail: item.actor?.email ?? "",
targetType: item.target_type,
targetId: item.target_id ?? "",
requestId: item.request_id ?? "",
ipAddress: item.ip_address ?? "",
});
}
return workbook.xlsx.writeBuffer();
}
async function exportsRoutes(fastify) {
fastify.get(
"/exports/reimbursements",
{
preHandler: fastify.authenticate,
},
async (request, reply) => {
ensureHasAnyPermission(fastify, request, ["expense.view_own", "expense.view_all"]);
const query = parseQuery(REIMBURSEMENT_EXPORT_QUERY_SCHEMA, request.query);
const canViewAll = fastify.hasPermission(request.employee, "expense.view_all");
const scope = query.scope ?? (canViewAll ? "all" : "own");
if (scope === "all" && !canViewAll) {
throw new AppError({
code: "PERM_001",
message: "无权限",
statusCode: 403,
});
}
const where = {
...(query.status ? { status: query.status } : {}),
...(scope === "all"
? buildViewAllScopeWhere(request)
: buildOwnReimbursementScopeWhere(request.employee.id)),
};
const format = resolveExportFormat(query);
const limit = query.limit ?? 5000;
const total = await fastify.prisma.reimbursementForm.count({ where });
await fastify.prisma.auditLog.create({
data: buildAuditLogData(request, {
actorId: request.employee.id,
action: "EXPORT_REIMBURSEMENTS",
targetType: "export",
extra: {
format,
scope,
status: query.status ?? null,
limit,
matchedTotal: total,
},
}),
});
const filename = exportFilename("reimbursements", format);
setExportHeaders(reply, format, filename);
if (format === "xlsx") {
const buffer = await buildReimbursementsXlsx(fastify.prisma, where, limit);
return reply.send(Buffer.from(buffer));
}
const stream = Readable.from(streamReimbursementsCsv(fastify.prisma, where, limit));
return reply.send(stream);
},
);
fastify.get(
"/exports/invoice-pool",
{
preHandler: fastify.authenticate,
},
async (request, reply) => {
ensureHasAnyPermission(fastify, request, ["invoice.view_own", "invoice.manage"]);
const query = parseQuery(INVOICE_EXPORT_QUERY_SCHEMA, request.query);
const canManage = fastify.hasPermission(request.employee, "invoice.manage");
const ownerScope = query.ownerScope ?? (canManage ? "all" : "own");
if (ownerScope === "all" && !canManage) {
throw new AppError({
code: "PERM_001",
message: "无权限",
statusCode: 403,
});
}
const where = {
...(query.status ? { status: query.status } : {}),
...(ownerScope === "all"
? {}
: {
OR: [
{ owner_employee_id: request.employee.id },
{ uploaded_by_employee_id: request.employee.id },
{
linked_reimbursement: {
OR: [
{ owner_id: request.employee.id },
{ submitter_id: request.employee.id },
],
},
},
],
}),
};
const format = resolveExportFormat(query);
const limit = query.limit ?? 5000;
const total = await fastify.prisma.invoicePool.count({ where });
await fastify.prisma.auditLog.create({
data: buildAuditLogData(request, {
actorId: request.employee.id,
action: "EXPORT_INVOICE_POOL",
targetType: "export",
extra: {
format,
ownerScope,
status: query.status ?? null,
limit,
matchedTotal: total,
},
}),
});
const filename = exportFilename("invoice-pool", format);
setExportHeaders(reply, format, filename);
if (format === "xlsx") {
const buffer = await buildInvoicesXlsx(fastify.prisma, where, limit);
return reply.send(Buffer.from(buffer));
}
const stream = Readable.from(streamInvoicesCsv(fastify.prisma, where, limit));
return reply.send(stream);
},
);
fastify.get(
"/exports/audit-logs",
{
preHandler: fastify.requirePermission("system.audit.view"),
},
async (request, reply) => {
const query = parseQuery(AUDIT_EXPORT_QUERY_SCHEMA, request.query);
const dateFrom = query.dateFrom ? new Date(query.dateFrom) : null;
const dateTo = query.dateTo ? new Date(query.dateTo) : null;
if (dateFrom && dateTo && dateFrom > dateTo) {
throw new AppError({
code: "VALID_001",
message: "参数校验失败",
statusCode: 400,
details: { dateTo: "must_be_after_dateFrom" },
});
}
const where = {
...(query.actorId ? { actor_id: query.actorId } : {}),
...(query.action ? { action: query.action } : {}),
...(query.targetType ? { target_type: query.targetType } : {}),
...(dateFrom || dateTo
? {
created_at: {
...(dateFrom ? { gte: dateFrom } : {}),
...(dateTo ? { lte: dateTo } : {}),
},
}
: {}),
};
const format = resolveExportFormat(query);
const limit = query.limit ?? 20000;
const total = await fastify.prisma.auditLog.count({ where });
await fastify.prisma.auditLog.create({
data: buildAuditLogData(request, {
actorId: request.employee.id,
action: "EXPORT_AUDIT_LOGS",
targetType: "export",
extra: {
format,
actorId: query.actorId ?? null,
actionFilter: query.action ?? null,
targetType: query.targetType ?? null,
dateFrom: dateFrom?.toISOString?.() ?? null,
dateTo: dateTo?.toISOString?.() ?? null,
limit,
matchedTotal: total,
},
}),
});
const filename = exportFilename("audit-logs", format);
setExportHeaders(reply, format, filename);
if (format === "xlsx") {
const buffer = await buildAuditLogsXlsx(fastify.prisma, where, limit);
return reply.send(Buffer.from(buffer));
}
const stream = Readable.from(streamAuditLogsCsv(fastify.prisma, where, limit));
return reply.send(stream);
},
);
}
module.exports = exportsRoutes;