feat(bx): add list Excel export for reimbursement module pages

Wire ListExportDropdown on advance/reimburse/payment/expense/view/wallet lists, with matching POST export endpoints.

Co-authored-by: Cursor <cursoragent@cursor.com>

backend/app/api/bx/expense_item.py

@@ -1,8 +1,17 @@
-from typing import List
+from typing import List, Optional
 
 from fastapi import APIRouter, Depends, HTTPException, status
+from pydantic import BaseModel, Field
 from sqlalchemy.orm import Session
 
+from app.api.bx.export_common import (
+    ExportColumn,
+    ExportValidationError,
+    BxExportBodyBase,
+    dump_export_row,
+    respond_xlsx,
+    status_label,
+)
 from app.core.bx_auth import BxUserContext, get_bx_current_user
 from app.core.database import get_db
 from app.core.tenant_context import get_tenant_no
@@ -23,6 +32,66 @@ def get_expense_item_tree(
     return ApiResponse(data=[ExpenseItemOut.model_validate(i) for i in tree])
 
 
+
+EXPENSE_ITEM_EXPORT_COLUMNS = [
+    ExportColumn(title="项目名称", field="itemName"),
+    ExportColumn(title="项目编码", field="itemCode"),
+    ExportColumn(title="层级", field="level"),
+    ExportColumn(title="子项数", field="childCount"),
+    ExportColumn(title="排序", field="sortOrder"),
+    ExportColumn(title="状态", field="status"),
+]
+
+
+class ExpenseItemExportBody(BxExportBodyBase):
+    name: Optional[str] = None
+    status: Optional[str] = None
+
+
+def _flatten_expense_tree(nodes: list, out: list) -> None:
+    for n in nodes:
+        out.append(n)
+        children = getattr(n, "children", None) or (n.get("children") if isinstance(n, dict) else None) or []
+        if children:
+            _flatten_expense_tree(list(children), out)
+
+
+@router.post("/export")
+def export_expense_items(
+    body: ExpenseItemExportBody,
+    db: Session = Depends(get_db),
+    user: BxUserContext = Depends(get_bx_current_user),
+):
+    try:
+        tenant_no = get_tenant_no(db, user.to_tenant_user_dict())
+        tree = ExpenseItemService.get_item_tree(db, tenant_no, user=user)
+        flat: list = []
+        _flatten_expense_tree(list(tree), flat)
+        outs = [ExpenseItemOut.model_validate(i) for i in flat]
+        if body.ids:
+            id_set = {str(i) for i in body.ids}
+            outs = [o for o in outs if str(o.id) in id_set]
+        if body.name:
+            kw = body.name.strip()
+            outs = [o for o in outs if kw in (o.item_name or "")]
+        if body.status not in (None, ""):
+            outs = [o for o in outs if str(o.status) == str(body.status)]
+        rows = []
+        for o in outs:
+            data = dump_export_row(o, status_fields=())
+            data["status"] = status_label(data.get("status"))
+            # childCount may be computed
+            if "childCount" not in data:
+                data["childCount"] = len(getattr(o, "children", None) or [])
+            rows.append(data)
+        return respond_xlsx(
+            db, tenant_no=tenant_no, sheet_title="费用科目", columns=EXPENSE_ITEM_EXPORT_COLUMNS,
+            rows=rows, filename_stem="费用科目", requested_columns=body.columns,
+        )
+    except ExportValidationError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+
+
 @router.get("/{item_id}", response_model=ApiResponse[ExpenseItemOut])
 def get_expense_item(
     item_id: str,

backend/app/api/bx/invoice.py

@@ -5,7 +5,16 @@ from fastapi import APIRouter, Depends, HTTPException, Request, status, Query
 from sqlalchemy.orm import Session
 from starlette.datastructures import UploadFile as StarletteUploadFile
 
+from app.api.bx.export_common import (
+    EXPORT_MAX_ROWS,
+    ExportColumn,
+    ExportValidationError,
+    BxExportBodyBase,
+    dump_export_row,
+    respond_xlsx,
+)
 from app.core.bx_auth import BxUserContext, get_bx_current_user
+from app.core.tenant_context import get_tenant_no
 from app.core.database import get_db
 from app.schemas.bx.common import ApiResponse, PagedData
 from app.schemas.bx.invoice import InvoiceOut, LedgerOut, WalletSummaryOut
@@ -39,6 +48,46 @@ def list_invoice_wallets(
     return ApiResponse(data=PagedData(rows=out_rows, total=total, page=page, page_size=pageSize))
 
 
+
+WALLET_EXPORT_COLUMNS = [
+    ExportColumn(title="员工", field="ownerUserName"),
+    ExportColumn(title="总额（元）", field="totalAmount"),
+    ExportColumn(title="已报销占用（元）", field="usedAmount"),
+    ExportColumn(title="余额（元）", field="balance"),
+    ExportColumn(title="发票张数", field="invoiceCount"),
+]
+
+
+class WalletExportBody(BxExportBodyBase):
+    keyword: str = ""
+
+
+@router.post("/invoice-wallets/export")
+def export_invoice_wallets(
+    body: WalletExportBody,
+    db: Session = Depends(get_db),
+    user: BxUserContext = Depends(get_bx_current_user),
+):
+    try:
+        tenant_no = get_tenant_no(db, user.to_tenant_user_dict())
+        rows, _ = InvoiceService.list_wallets(
+            db, user=user, page=1, page_size=EXPORT_MAX_ROWS, keyword=body.keyword or ""
+        )
+        outs = [WalletSummaryOut.model_validate(InvoiceService._summary_to_dict(r)) for r in rows]
+        if body.ids:
+            id_set = {str(i) for i in body.ids}
+            # wallet may key by ownerUserId
+            outs = [o for o in outs if str(getattr(o, "owner_user_id", None) or getattr(o, "id", "")) in id_set or str(o.model_dump(by_alias=True).get("ownerUserId") or o.model_dump(by_alias=True).get("id") or "") in id_set]
+        export_rows = [dump_export_row(o, status_fields=()) for o in outs]
+        return respond_xlsx(
+            db, tenant_no=tenant_no, sheet_title="发票夹", columns=WALLET_EXPORT_COLUMNS,
+            rows=export_rows, filename_stem="发票夹汇总", requested_columns=body.columns,
+        )
+    except ExportValidationError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+
+
+
 @router.get("/invoices", response_model=ApiResponse[PagedData[InvoiceOut]])
 def list_invoices(
     page: int = 1,

backend/app/api/bx/payment.py

@@ -5,10 +5,20 @@ from typing import Any, List, Optional
 from urllib.parse import quote
 
 from fastapi import APIRouter, Depends, HTTPException, status, Query
+from pydantic import Field
 from fastapi.responses import StreamingResponse
 from sqlalchemy import or_
 from sqlalchemy.orm import Session
 
+from app.api.bx.export_common import (
+    EXPORT_MAX_ROWS,
+    ExportColumn,
+    ExportValidationError,
+    BxApplyListExportBody,
+    dump_export_row,
+    issue_status_label,
+    respond_xlsx,
+)
 from app.core.bx_auth import BxUserContext, get_bx_current_user
 from app.core.database import get_db
 from app.core.tenant_context import get_tenant_no
@@ -251,6 +261,161 @@ def advance_issue_stats(
     return ApiResponse(data=AdvanceFinanceIssueStatsOut.model_validate(data))
 
 
+
+PAYMENT_EXPORT_COLUMNS = [
+    ExportColumn(title="申请单号", field="applyCode"),
+    ExportColumn(title="申请时间", field="applyTime"),
+    ExportColumn(title="申请人", field="applicantName"),
+    ExportColumn(title="报销主题", field="title"),
+    ExportColumn(title="金额（元）", field="amount"),
+    ExportColumn(title="冲抵金额（元）", field="offsetAmount"),
+    ExportColumn(title="实付金额（元）", field="payAmount"),
+    ExportColumn(title="处理状态", field="status"),
+    ExportColumn(title="支付时间", field="payTime"),
+]
+
+ADVANCE_ISSUE_EXPORT_COLUMNS = [
+    ExportColumn(title="申请单号", field="applyCode"),
+    ExportColumn(title="申请时间", field="applyTime"),
+    ExportColumn(title="申请人", field="applicantName"),
+    ExportColumn(title="申请原因", field="reason"),
+    ExportColumn(title="申请金额（元）", field="amount"),
+    ExportColumn(title="实际发放金额（元）", field="actualAmount"),
+    ExportColumn(title="冲抵总金额（元）", field="offsetAmount"),
+    ExportColumn(title="审批通过时间", field="approveTime"),
+    ExportColumn(title="发放时间", field="issueTime"),
+    ExportColumn(title="发放人", field="issueUserName"),
+    ExportColumn(title="发放状态", field="issueStatus"),
+]
+
+
+class PaymentExportBody(BxApplyListExportBody):
+    issue_status: Optional[str] = Field(default=None, alias="issueStatus")
+
+
+@router.post("/pending/export")
+def export_pending_payments(
+    body: BxApplyListExportBody,
+    db: Session = Depends(get_db),
+    user: BxUserContext = Depends(get_bx_current_user),
+):
+    try:
+        tenant_no = _tenant(db, user)
+        filters = [BxReimburseApply.status == "approved"]
+        if body.keyword:
+            filters.append(
+                or_(
+                    BxReimburseApply.apply_code.contains(body.keyword),
+                    BxReimburseApply.applicant_name.contains(body.keyword),
+                )
+            )
+        if body.applicant_id:
+            filters.append(BxReimburseApply.applicant_id == str(body.applicant_id).strip())
+        if body.ids:
+            filters.append(BxReimburseApply.id.in_([str(i) for i in body.ids]))
+        append_create_time_filters(
+            filters, BxReimburseApply,
+            apply_date=body.apply_date, apply_date_from=body.apply_date_from, apply_date_to=body.apply_date_to,
+        )
+        rows, _ = ReimburseService.get_paged(
+            db, tenant_no, page=1, page_size=EXPORT_MAX_ROWS, filters=filters, user=user
+        )
+        outs = ReimburseService.out_rows_with_attachment_counts(db, tenant_no, list(rows))
+        export_rows = [dump_export_row(o) for o in outs]
+        return respond_xlsx(
+            db, tenant_no=tenant_no, sheet_title="待付款", columns=PAYMENT_EXPORT_COLUMNS,
+            rows=export_rows, filename_stem="报销待付款", requested_columns=body.columns,
+        )
+    except ExportValidationError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+
+
+@router.post("/processed/export")
+def export_processed_payments(
+    body: BxApplyListExportBody,
+    db: Session = Depends(get_db),
+    user: BxUserContext = Depends(get_bx_current_user),
+):
+    try:
+        tenant_no = _tenant(db, user)
+        filters = [BxReimburseApply.status.in_(["processed", "paid", "offset"])]
+        if body.keyword:
+            filters.append(
+                or_(
+                    BxReimburseApply.apply_code.contains(body.keyword),
+                    BxReimburseApply.applicant_name.contains(body.keyword),
+                )
+            )
+        if body.applicant_id:
+            filters.append(BxReimburseApply.applicant_id == str(body.applicant_id).strip())
+        if body.ids:
+            filters.append(BxReimburseApply.id.in_([str(i) for i in body.ids]))
+        append_create_time_filters(
+            filters, BxReimburseApply,
+            apply_date=body.apply_date, apply_date_from=body.apply_date_from, apply_date_to=body.apply_date_to,
+        )
+        rows, _ = ReimburseService.get_paged(
+            db, tenant_no, page=1, page_size=EXPORT_MAX_ROWS, filters=filters, user=user
+        )
+        outs = ReimburseService.out_rows_with_attachment_counts(db, tenant_no, list(rows))
+        export_rows = [dump_export_row(o) for o in outs]
+        return respond_xlsx(
+            db, tenant_no=tenant_no, sheet_title="已付款", columns=PAYMENT_EXPORT_COLUMNS,
+            rows=export_rows, filename_stem="报销已付款", requested_columns=body.columns,
+        )
+    except ExportValidationError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+
+
+@router.post("/advance-issues/export-xlsx")
+def export_advance_issues_xlsx(
+    body: PaymentExportBody,
+    db: Session = Depends(get_db),
+    user: BxUserContext = Depends(get_bx_current_user),
+):
+    try:
+        tenant_no = _tenant(db, user)
+        filters = []
+        issue_status = body.issue_status
+        if issue_status == "pending":
+            filters.append(BxAdvanceApply.status == "approved")
+            filters.append(or_(BxAdvanceApply.issue_status.is_(None), BxAdvanceApply.issue_status != "issued"))
+        elif issue_status == "issued":
+            filters.append(BxAdvanceApply.status == "issued")
+        else:
+            filters.append(or_(BxAdvanceApply.status == "approved", BxAdvanceApply.status == "issued"))
+        if body.keyword:
+            filters.append(
+                or_(
+                    BxAdvanceApply.apply_code.contains(body.keyword),
+                    BxAdvanceApply.applicant_name.contains(body.keyword),
+                )
+            )
+        if body.applicant_id:
+            filters.append(BxAdvanceApply.applicant_id == str(body.applicant_id).strip())
+        if body.ids:
+            filters.append(BxAdvanceApply.id.in_([str(i) for i in body.ids]))
+        append_create_time_filters(
+            filters, BxAdvanceApply,
+            apply_date=body.apply_date, apply_date_from=body.apply_date_from, apply_date_to=body.apply_date_to,
+        )
+        rows, _ = AdvanceService.get_paged(
+            db, tenant_no, page=1, page_size=EXPORT_MAX_ROWS, filters=filters, user=user
+        )
+        out_rows = [AdvanceIssueOut.model_validate(r) for r in rows]
+        export_rows = []
+        for o in out_rows:
+            data = dump_export_row(o, status_fields=())
+            data["issueStatus"] = issue_status_label(getattr(o, "issue_status", None) or data.get("issueStatus"))
+            export_rows.append(data)
+        return respond_xlsx(
+            db, tenant_no=tenant_no, sheet_title="备用金发放", columns=ADVANCE_ISSUE_EXPORT_COLUMNS,
+            rows=export_rows, filename_stem="备用金发放", requested_columns=body.columns,
+        )
+    except ExportValidationError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+
+
 @router.get("/advance-issues/export")
 def export_advance_issues(
     issue_status: Optional[str] = None,

backend/app/api/bx/reimburse.py

@@ -8,6 +8,14 @@ from fastapi.responses import StreamingResponse
 from sqlalchemy import or_
 from sqlalchemy.orm import Session
 
+from app.api.bx.export_common import (
+    EXPORT_MAX_ROWS,
+    ExportColumn,
+    ExportValidationError,
+    BxApplyListExportBody,
+    dump_export_row,
+    respond_xlsx,
+)
 from app.core.bx_auth import BxUserContext, get_bx_current_user
 from app.core.database import get_db
 from app.core.tenant_context import get_tenant_no
@@ -42,6 +50,54 @@ def _tenant(db: Session, user: BxUserContext) -> str:
     return get_tenant_no(db, user.to_tenant_user_dict())
 
 
+REIMBURSE_EXPORT_COLUMNS = [
+    ExportColumn(title="申请单号", field="applyCode"),
+    ExportColumn(title="申请时间", field="applyTime"),
+    ExportColumn(title="申请人", field="applicantName"),
+    ExportColumn(title="报销主题", field="title"),
+    ExportColumn(title="费用科目", field="expenseName"),
+    ExportColumn(title="金额（元）", field="amount"),
+    ExportColumn(title="状态", field="status"),
+    ExportColumn(title="当前节点", field="currentNode"),
+]
+
+
+def _reimburse_list_filters(body: BxApplyListExportBody, db: Session, tenant_no: str) -> list:
+    filters = []
+    if body.status:
+        filters.append(BxReimburseApply.status == body.status)
+    if body.keyword:
+        filters.append(
+            or_(
+                BxReimburseApply.apply_code.contains(body.keyword),
+                BxReimburseApply.applicant_name.contains(body.keyword),
+                BxReimburseApply.title.contains(body.keyword),
+            )
+        )
+    if body.expense_id:
+        filters.append(BxReimburseApply.expense_id == str(body.expense_id).strip())
+    expense_filter = ReimburseService.build_expense_name_condition(db, tenant_no, body.expense_name)
+    if expense_filter is not None:
+        filters.append(expense_filter)
+    if body.applicant_id:
+        filters.append(BxReimburseApply.applicant_id == str(body.applicant_id).strip())
+    if body.ids:
+        filters.append(BxReimburseApply.id.in_([str(i) for i in body.ids]))
+    append_create_time_filters(
+        filters,
+        BxReimburseApply,
+        apply_date=body.apply_date,
+        apply_date_from=body.apply_date_from,
+        apply_date_to=body.apply_date_to,
+    )
+    return filters
+
+
+def _export_reimburse_rows(db: Session, tenant_no: str, rows) -> list:
+    out_rows = ReimburseService.out_rows_with_attachment_counts(db, tenant_no, list(rows))
+    return [dump_export_row(r) for r in out_rows]
+
+
 def _build_details_data(
     db: Session,
     tenant_no: str,
@@ -327,6 +383,139 @@ def approved_by_me(
     return ApiResponse(data=PagedData(rows=out_rows, total=total, page=page, page_size=pageSize))
 
 
+
+@router.post("/export")
+def export_reimburses(
+    body: BxApplyListExportBody,
+    db: Session = Depends(get_db),
+    user: BxUserContext = Depends(get_bx_current_user),
+):
+    try:
+        tenant_no = _tenant(db, user)
+        filters = _reimburse_list_filters(body, db, tenant_no)
+        rows, _ = ReimburseService.get_paged(
+            db, tenant_no, page=1, page_size=EXPORT_MAX_ROWS, filters=filters, user=user
+        )
+        return respond_xlsx(
+            db,
+            tenant_no=tenant_no,
+            sheet_title="报销申请",
+            columns=REIMBURSE_EXPORT_COLUMNS,
+            rows=_export_reimburse_rows(db, tenant_no, rows),
+            filename_stem="报销申请",
+            requested_columns=body.columns,
+        )
+    except ExportValidationError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+
+
+@router.post("/my/export")
+def export_my_reimburses(
+    body: BxApplyListExportBody,
+    db: Session = Depends(get_db),
+    user: BxUserContext = Depends(get_bx_current_user),
+):
+    try:
+        tenant_no = _tenant(db, user)
+        filters = [
+            or_(
+                BxReimburseApply.applicant_id == user.id,
+                BxReimburseApply.create_by == user.id,
+            )
+        ]
+        filters.extend(_reimburse_list_filters(body, db, tenant_no))
+        rows, _ = ReimburseService.get_paged(
+            db, tenant_no, page=1, page_size=EXPORT_MAX_ROWS, filters=filters, user=user
+        )
+        return respond_xlsx(
+            db,
+            tenant_no=tenant_no,
+            sheet_title="我的报销",
+            columns=REIMBURSE_EXPORT_COLUMNS,
+            rows=_export_reimburse_rows(db, tenant_no, rows),
+            filename_stem="我的报销申请",
+            requested_columns=body.columns,
+        )
+    except ExportValidationError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+
+
+@router.post("/pending-approval/export")
+def export_pending_approval_reimburses(
+    body: BxApplyListExportBody,
+    db: Session = Depends(get_db),
+    user: BxUserContext = Depends(get_bx_current_user),
+):
+    try:
+        tenant_no = _tenant(db, user)
+        applicant_id = str(body.applicant_id).strip() if body.applicant_id else None
+        rows, _ = ReimburseService.pending_approval(
+            db,
+            user,
+            tenant_no,
+            page=1,
+            page_size=EXPORT_MAX_ROWS,
+            keyword=body.keyword or "",
+            applicant_id=applicant_id,
+            expense_name=body.expense_name,
+            apply_date=body.apply_date,
+            apply_date_from=body.apply_date_from,
+            apply_date_to=body.apply_date_to,
+        )
+        if body.ids:
+            id_set = {str(i) for i in body.ids}
+            rows = [r for r in rows if str(r.id) in id_set]
+        return respond_xlsx(
+            db,
+            tenant_no=tenant_no,
+            sheet_title="报销待审批",
+            columns=REIMBURSE_EXPORT_COLUMNS,
+            rows=_export_reimburse_rows(db, tenant_no, rows),
+            filename_stem="报销待审批",
+            requested_columns=body.columns,
+        )
+    except ExportValidationError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+
+
+@router.post("/approved-by-me/export")
+def export_approved_by_me_reimburses(
+    body: BxApplyListExportBody,
+    db: Session = Depends(get_db),
+    user: BxUserContext = Depends(get_bx_current_user),
+):
+    try:
+        tenant_no = _tenant(db, user)
+        applicant_id = str(body.applicant_id).strip() if body.applicant_id else None
+        rows, _ = ReimburseService.approved_by_me(
+            db,
+            user,
+            tenant_no,
+            page=1,
+            page_size=EXPORT_MAX_ROWS,
+            keyword=body.keyword or "",
+            applicant_id=applicant_id,
+            expense_name=body.expense_name,
+            apply_date=body.apply_date,
+            apply_date_from=body.apply_date_from,
+            apply_date_to=body.apply_date_to,
+        )
+        if body.ids:
+            id_set = {str(i) for i in body.ids}
+            rows = [r for r in rows if str(r.id) in id_set]
+        return respond_xlsx(
+            db,
+            tenant_no=tenant_no,
+            sheet_title="报销已审批",
+            columns=REIMBURSE_EXPORT_COLUMNS,
+            rows=_export_reimburse_rows(db, tenant_no, rows),
+            filename_stem="报销已审批",
+            requested_columns=body.columns,
+        )
+    except ExportValidationError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+
+
 @router.get("/{reimburse_id}", response_model=ApiResponse[ReimburseApplyOut])
 def get_reimburse(
     reimburse_id: str,