feat(web-admin): 按采集大表导出预签约、自存、科研和客服表

市场人员需要把四张列表按采集大表对应工作表导出为 Excel 文本。补预签约列表的地区、医院、样本类型和转账时间,并沿用现有工具栏导出。

Co-authored-by: Cursor <cursoragent@cursor.com>
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zlwuandCursor committed 2026-11-06 10:05:11 +08:00
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import { describe, it } from 'node:test'
import assert from 'node:assert/strict'
import {
CELL_STORAGE_HEADERS,
CUSTOMER_SERVICE_HEADERS,
PRESIGN_HEADERS,
RESEARCH_HEADERS,
buildCellStorageLedgerRows,
buildCustomerServiceLedgerRows,
buildPresignLedgerRows,
buildResearchLedgerRows,
formatLedgerDateTime
} from './collection-ledger-export'
import type { ProtocolAuditFlatRow } from './protocol-audit-flatten'
describe('formatLedgerDateTime', () => {
it('uses Chinese text and keeps seconds', () => {
assert.equal(formatLedgerDateTime('2026-04-02 16:49:42'), '2026年4月2日16时49分42秒')
assert.equal(formatLedgerDateTime('20250907'), '2025年9月7日')
})
})
describe('buildPresignLedgerRows', () => {
it('maps order fields into the presign sheet columns', () => {
const [row] = buildPresignLedgerRows([
{
orderDate: '20260402',
protocolNo: 'ZKZX1',
motherName: '杨育蕾',
sampleTypeNames: ['围产期造血干细胞'],
regionName: '亳州区域',
hospitalName: '涡阳县人民医院',
payMode: 'dj',
sampleCollectTime: '2026-04-02 16:49:42',
contractAmount: 22880,
confirmedDepositAmount: 1000,
transferTimes: ['2026-04-02 16:49:42'],
expectedDeliveryDate: '20260930',
salesUserName: '张慧茹',
regionManagerUserName: '张颖',
remark: '已存'
}
])
assert.equal(row.length, PRESIGN_HEADERS.length)
assert.deepEqual(row.slice(0, 6), ['1', '2026', '4', '2', 'ZKZX1', '杨育蕾'])
assert.equal(row[9], '趸交')
assert.equal(row[12], '1000元')
assert.equal(row[13], '2026年4月2日16时49分42秒')
assert.equal(row[18], '')
})
})
describe('buildCellStorageLedgerRows', () => {
it('places installment amounts and keeps template header width', () => {
const flat = {
protocolId: 'p1',
protocol: {
protocolStatus: 'sxz',
remark: '分期备注',
voidType: '',
voidDesc: ''
},
sampleIndex: 0,
isCoStored: false,
sampleCollectTime: '2025-09-15 08:51:00',
motherName: '郭梦朵',
protocolNo: 'ZKZX34000849',
sampleTypeName: '围产期造血干细胞',
regionName: '亳州区域',
hospitalName: '涡阳县人民医院',
labStorageCode: 'B0000004',
salesUserName: '马丽',
regionManagerUserName: '张颖',
transportType: 'kdys',
paymentSummary: {
payMode: 'fq',
contractAmount: 22880,
receivedAmount: 6480,
pendingAmount: 16400,
firstPayTransferTime: '2025-09-15 11:13:01',
paymentDetails: [
{
installmentNo: 1,
dueAmount: 6480,
transferAmount: 6480,
installmentDueDate: '20250915',
transferTime: '2025-09-15 11:13:01'
},
{
installmentNo: 2,
dueAmount: 16400,
transferAmount: 0,
installmentDueDate: '20251215',
transferTime: ''
}
]
}
} as unknown as ProtocolAuditFlatRow
const [row] = buildCellStorageLedgerRows([flat])
assert.equal(row.length, CELL_STORAGE_HEADERS.length)
assert.equal(CELL_STORAGE_HEADERS[13], '涡阳县人民医院')
assert.equal(row[5], 'B0000004')
assert.equal(row[6], '生效中')
assert.equal(row[11], '否')
assert.equal(row[13], '涡阳县人民医院')
assert.equal(row[14], '分期')
assert.equal(row[16], '22880')
assert.equal(row[17], '6480')
assert.equal(row[22], '2025年9月15日11时13分01秒')
assert.equal(row[24], '16400')
assert.equal(row[25], '16400')
assert.equal(row[26], '2025年12月15日')
assert.equal(row[50], '马丽')
assert.equal(row[52], '快递运输')
})
})
describe('buildResearchLedgerRows', () => {
it('maps donation fields and consent flag', () => {
const flat = {
protocol: {
donationStatus: 'yzf',
voidType: 'sysfq',
voidDesc: '母血乙肝阳性',
monthlyVerifyNo: '202508001'
},
sampleIndex: 0,
sampleCollectTime: '2025-08-29 12:27:00',
motherName: '曹陆双',
sampleTypeName: '围产期造血干细胞',
regionName: '亳州',
hospitalName: '涡阳县人民医院',
labStorageCode: 'A0000001',
salesUserName: '杨莉莉',
regionManagerUserName: '张颖',
transportType: '',
newbornDeliveryTime: '2025-08-29 12:26:00',
newbornSex: '0',
newbornWeightGram: 3000,
deliveryMode: 'sc',
birthOrder: 1,
maternalBloodCollectTime: '2025-08-29 13:30:00',
consentFormUrls: 'http://example/consent',
remark: ''
} as unknown as ProtocolAuditFlatRow
const [row] = buildResearchLedgerRows([flat])
assert.equal(row.length, RESEARCH_HEADERS.length)
assert.equal(row[1], '2025年')
assert.equal(row[4], '202508001')
assert.equal(row[6], '已作废(实验室废弃)')
assert.equal(row[7], '母血乙肝阳性')
assert.equal(row[18], '女')
assert.equal(row[19], '3000g')
assert.equal(row[20], '顺产')
assert.equal(row[23], '1')
})
})
describe('buildCustomerServiceLedgerRows', () => {
it('keeps identity numbers as text columns', () => {
const [row] = buildCustomerServiceLedgerRows([
{
labStorageCode: 'B0000002',
protocolStatus: 'sxz',
smsSendDate: '20250908',
smsSendStatus: '已发',
protocolNo: 'ZKZX34000852',
motherName: '高居巧',
motherPhone: '17860507206',
motherIdCard: '370911199712254424',
protocolAttachmentPresent: true,
insuranceDocPresent: false,
informedConsentPresent: true,
healthSurveyPresent: true,
payModeLabel: '趸交'
}
])
assert.equal(row.length, CUSTOMER_SERVICE_HEADERS.length)
assert.equal(row[0], 'B0000002')
assert.equal(row[2], '1')
assert.equal(row[5], 'ZKZX34000852')
assert.equal(row[8], '370911199712254424')
assert.equal(row[29], '1')
assert.equal(row[30], '0')
})
})
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import type { ProtocolAuditFlatRow } from './protocol-audit-flatten'
type Row = Record<string, unknown>
type PayDetail = {
installmentNo?: number | null
dueAmount?: number | null
transferAmount?: number | null
installmentDueDate?: string
transferTime?: string
}
export const PRESIGN_HEADERS = [
'序号',
'年',
'月',
'日',
'协议编号',
'母亲姓名',
'样本类型',
'采集地区',
'采集医院',
'缴费方式',
'采集时间',
'合同金额',
'到账金额',
'刷卡时间',
'预产期',
'市场专员',
'地区经理',
'备注',
'退款金额'
]
/** 表头与《采集大表》自存表第 1 行一致,含原表里的医院名和「分期」。 */
export const CELL_STORAGE_HEADERS = [
'标准化加工全流程',
'年',
'月',
'日',
'当月核量号',
'实验室\n流转编码',
'储存状态',
'废弃\n原因',
'母亲姓名',
'协议编号',
'样本类型',
'是否同存',
'采集地区',
'涡阳县人民医院',
'分期',
'采集时间',
'合同金额\n(元)',
'首期应缴费\n金额(元)',
'已缴金额\n(元)',
'悔存/废弃\n已缴金额',
'退款金额',
'备注',
'首期\n缴费时间',
'首期欠缴\n金额(元)',
'分期欠缴\n金额(元)',
'第二次应缴费\n金额(元)',
'第二次应缴费\n时间',
'第二次已\n缴金额(元)',
'第二次已\n缴费时间',
'第二次欠缴\n金额(元)',
'第三次应缴费\n金额(元)',
'第三次应缴费\n时间',
'第三次已\n缴金额(元)',
'第三次已\n缴费时间',
'第三次欠缴\n金额(元)',
'第四次应缴费\n金额(元)',
'第四次应缴费\n时间',
'第四次已\n缴金额(元)',
'第四次已\n缴费时间',
'第四次欠缴\n金额(元)',
'第五次应缴费\n金额(元)',
'第五次应缴费\n时间',
'第五次已\n缴金额(元)',
'第五次已\n缴费时间',
'第五次欠缴\n金额(元)',
'第六次应缴费\n金额(元)',
'第六次应缴费\n时间',
'第六次已\n缴金额(元)',
'第六次已\n缴费时间',
'第六次欠缴\n金额(元)',
'市场专员',
'地区经理',
'运输方式',
'运费',
'回单超链接-快捷方式',
'发票',
'特殊情况说明'
]
export const RESEARCH_HEADERS = [
'序号',
'年份',
'月',
'日',
'当月核量号',
'实验室编码',
'储存状态',
'废弃原因',
'母亲姓名',
'围产期造血干细胞',
'采集\n地区',
'采集医院',
'分娩时间',
'采集时间',
'市场专员@@',
'地区经理',
'运输方式',
'运费',
'性别',
'新生儿体重',
'分娩方式',
'胎次',
'母血采集时间',
'知情同意书',
'备注'
]
export const CUSTOMER_SERVICE_HEADERS = [
'实验室流转编码',
'储存状态',
'序号',
'发送日期',
'短信发送\n情况',
'协议编号',
'母亲姓名',
'母亲电话',
'母亲身份证号码',
'父亲姓名',
'父亲电话',
'父亲身份证号码',
'回访日期',
'微生物\n回访情况',
'满月\n回访时间',
'回访情况',
'是否\n上户口',
'宝宝姓名',
'宝宝身份证号码',
'性别',
'分娩时间',
'购买保险时间',
'保单发送时间',
'电子发票\n发送时间',
'邮寄储存证时间',
'有效地址',
'市场专员',
'缴费方式',
'备注',
'协议书',
'保险单',
'知情同意书',
'健康调查表'
]
const PROTOCOL_STATUS: Record<string, string> = {
dsx: '待生效',
sxz: '生效中',
ygq: '已过期',
yzf: '已作废',
sdfq: '属地废弃',
zky: '转科研',
zckc: '转细胞存储'
}
const VOID_TYPE: Record<string, string> = {
khhc: '客户毁存',
jcbhg: '检测不合格',
sysfq: '实验室废弃'
}
const PAY_MODE: Record<string, string> = {
dj: '趸交',
fq: '分期',
djfq: '趸交+分期',
fgd: '分改趸'
}
const TRANSPORT: Record<string, string> = {
kdys: '快递运输',
ryxd: '人员携带'
}
const SEX: Record<string, string> = {
'1': '男',
'0': '女'
}
const DELIVERY: Record<string, string> = {
sc: '顺产',
pgc: '剖宫产'
}
function text(value: unknown): string {
return value == null ? '' : String(value).trim()
}
function label(map: Record<string, string>, value: unknown): string {
const code = text(value)
if (!code) return ''
return map[code] || code
}
export function formatLedgerMoney(value: unknown): string {
if (value == null || value === '') return ''
const amount = Number(value)
if (!Number.isFinite(amount)) return text(value)
if (Math.abs(amount - Math.round(amount)) < 1e-9) return String(Math.round(amount))
return amount.toFixed(2).replace(/0+$/, '').replace(/\.$/, '')
}
export function formatLedgerDate(value: unknown): string {
const parts = dateParts(value)
if (!parts) return text(value)
return `${parts.year}年${parts.month}月${parts.day}日`
}
function dateParts(value: unknown): {
year: number
month: number
day: number
hour?: number
minute?: number
second?: number
} | null {
const raw = text(value)
if (!raw) return null
if (/^\d{8}$/.test(raw)) {
return {
year: Number(raw.slice(0, 4)),
month: Number(raw.slice(4, 6)),
day: Number(raw.slice(6, 8))
}
}
const matched = raw.match(
/^(\d{4})-(\d{2})-(\d{2})(?:[ T](\d{2}):(\d{2})(?::(\d{2}))?)?/
)
if (!matched) return null
return {
year: Number(matched[1]),
month: Number(matched[2]),
day: Number(matched[3]),
hour: matched[4] == null ? undefined : Number(matched[4]),
minute: matched[5] == null ? undefined : Number(matched[5]),
second: matched[6] == null ? undefined : Number(matched[6])
}
}
export function formatLedgerDateTime(value: unknown): string {
const parts = dateParts(value)
if (!parts) return text(value)
let result = `${parts.year}年${parts.month}月${parts.day}日`
if (parts.hour == null) return result
result += `${parts.hour}时${String(parts.minute ?? 0).padStart(2, '0')}分`
if (parts.second) result += `${String(parts.second).padStart(2, '0')}秒`
return result
}
function yearText(value: unknown, suffix: string): string {
const parts = dateParts(value)
if (!parts) return ''
return `${parts.year}${suffix}`
}
function monthText(value: unknown): string {
const parts = dateParts(value)
return parts ? String(parts.month) : ''
}
function dayText(value: unknown): string {
const parts = dateParts(value)
return parts ? String(parts.day) : ''
}
function statusText(status: unknown, voidType: unknown): string {
const code = text(status)
const base = PROTOCOL_STATUS[code] || code
if (code !== 'yzf') return base
const reason = label(VOID_TYPE, voidType)
return reason ? `${base}(${reason})` : base
}
function voidReason(row: Row): string {
return text(row.voidDesc) || label(VOID_TYPE, row.voidType)
}
function payModeText(value: unknown, fallback = ''): string {
return label(PAY_MODE, value) || text(fallback)
}
function joined(value: unknown): string {
if (Array.isArray(value)) return value.map((item) => text(item)).filter(Boolean).join('、')
return text(value)
}
function flag01(value: unknown): string {
if (value === true || value === 1 || value === '1') return '1'
if (value === false || value === 0 || value === '0') return '0'
return ''
}
function weightText(value: unknown): string {
const raw = text(value)
if (!raw) return ''
if (/g$/i.test(raw)) return raw
return `${formatLedgerMoney(raw) || raw}g`
}
function paymentDetails(summary: unknown): PayDetail[] {
if (!summary || typeof summary !== 'object') return []
const details = (summary as Row).paymentDetails
return Array.isArray(details) ? (details as PayDetail[]) : []
}
function installmentGroup(details: PayDetail[], installmentNo: number) {
let rows = details.filter((item) => Number(item.installmentNo) === installmentNo)
const numbered = details.some(
(item) => item.installmentNo != null && text(item.installmentNo) !== ''
)
if (!rows.length && installmentNo === 1 && !numbered) rows = details.slice(0, 1)
const dueValues = rows
.map((item) => item.dueAmount)
.filter((item) => item != null && item !== ('' as unknown))
const paidValues = rows
.map((item) => item.transferAmount)
.filter((item) => item != null && item !== ('' as unknown))
const due = dueValues.length
? dueValues.reduce<number>((sum, item) => sum + Number(item || 0), 0)
: null
const paid = paidValues.length
? paidValues.reduce<number>((sum, item) => sum + Number(item || 0), 0)
: null
const dueDate = rows.map((item) => text(item.installmentDueDate)).find(Boolean) || ''
const paidTime = rows
.map((item) => text(item.transferTime))
.filter(Boolean)
.join(',')
return { due, paid, dueDate, paidTime }
}
function gapText(due: number | null, paid: number | null): string {
if (due == null || paid == null) return ''
return formatLedgerMoney(due - paid)
}
function sampleTransport(row: ProtocolAuditFlatRow): Row {
const items = row.protocol.sampleItems
if (!Array.isArray(items)) return {}
const item = items[row.sampleIndex]
if (!item || typeof item !== 'object') return {}
const transport = (item as Row).transport
return transport && typeof transport === 'object' ? (transport as Row) : {}
}
function transportText(row: ProtocolAuditFlatRow): string {
const transport = sampleTransport(row)
const company = text(transport.expressCompanyName)
if (company) return company
return label(TRANSPORT, row.transportType || transport.transportType)
}
export function buildPresignLedgerRows(rows: Row[]): string[][] {
return rows.map((row, index) => {
const orderDate = row.orderDate
const times = Array.isArray(row.transferTimes) ? row.transferTimes : []
const received = formatLedgerMoney(row.confirmedDepositAmount)
return [
String(index + 1),
yearText(orderDate, ''),
monthText(orderDate),
dayText(orderDate),
text(row.protocolNo),
text(row.motherName),
joined(row.sampleTypeNames),
text(row.regionName),
text(row.hospitalName),
payModeText(row.payMode),
formatLedgerDateTime(row.sampleCollectTime),
formatLedgerMoney(row.contractAmount),
received ? `${received}元` : '',
times.map((item) => formatLedgerDateTime(item)).filter(Boolean).join(','),
formatLedgerDate(row.expectedDeliveryDate),
text(row.salesUserName),
text(row.regionManagerUserName),
text(row.remark),
''
]
})
}
function storageLedgerRow(row: ProtocolAuditFlatRow, index: number, research: boolean): string[] {
const protocol = row.protocol
const summary = (row.paymentSummary || protocol.paymentSummary) as Row | null
const details = paymentDetails(summary)
const first = installmentGroup(details, 1)
const collectTime = row.sampleCollectTime
const status = research ? protocol.donationStatus || protocol.status : protocol.protocolStatus
const received = summary ? formatLedgerMoney(summary.receivedAmount) : ''
const contract = formatLedgerMoney(
summary?.contractAmount ?? protocol.protocolTotalAmount
)
const payMode = text(summary?.payMode)
const firstPaidTime = text(summary?.firstPayTransferTime) || first.paidTime
const voided = text(status) === 'yzf' || text(status) === 'sdfq'
const cells = research ? new Array<string>(RESEARCH_HEADERS.length) : new Array<string>(CELL_STORAGE_HEADERS.length)
cells.fill('')
if (research) {
cells[0] = String(index + 1)
cells[1] = yearText(collectTime, '年')
cells[2] = monthText(collectTime)
cells[3] = dayText(collectTime)
cells[4] = text(protocol.monthlyVerifyNo)
cells[5] = text(row.labStorageCode)
cells[6] = statusText(status, protocol.voidType)
cells[7] = voidReason(protocol)
cells[8] = text(row.motherName)
cells[9] = text(row.sampleTypeName)
cells[10] = text(row.regionName)
cells[11] = text(row.hospitalName)
cells[12] = formatLedgerDateTime(row.newbornDeliveryTime)
cells[13] = formatLedgerDateTime(collectTime)
cells[14] = text(row.salesUserName)
cells[15] = text(row.regionManagerUserName)
cells[16] = transportText(row)
cells[18] = label(SEX, row.newbornSex)
cells[19] = weightText(row.newbornWeightGram)
cells[20] = label(DELIVERY, row.deliveryMode)
cells[21] = text(row.birthOrder)
cells[22] = formatLedgerDateTime(row.maternalBloodCollectTime)
cells[23] = text(row.consentFormUrls) ? '1' : ''
cells[24] = text(row.remark)
return cells
}
cells[0] = String(index + 1)
cells[1] = yearText(collectTime, '')
cells[2] = monthText(collectTime)
cells[3] = dayText(collectTime)
cells[5] = text(row.labStorageCode)
cells[6] = statusText(status, protocol.voidType)
cells[7] = voidReason(protocol)
cells[8] = text(row.motherName)
cells[9] = text(row.protocolNo)
cells[10] = text(row.sampleTypeName)
cells[11] = row.isCoStored ? '是' : '否'
cells[12] = text(row.regionName)
cells[13] = text(row.hospitalName)
cells[14] = payModeText(payMode, text(summary?.payModeLabel))
cells[15] = formatLedgerDateTime(collectTime)
cells[16] = contract
cells[17] = formatLedgerMoney(first.due)
cells[18] = received
cells[19] = voided ? received : ''
cells[21] = text(protocol.remark)
cells[22] = formatLedgerDateTime(firstPaidTime)
cells[23] = gapText(first.due, first.paid)
cells[24] =
payMode === 'fq' || payMode === 'djfq'
? formatLedgerMoney(summary?.pendingAmount)
: contract
? '0'
: ''
let cursor = 25
for (const installmentNo of [2, 3, 4, 5, 6]) {
const group = installmentGroup(details, installmentNo)
cells[cursor++] = formatLedgerMoney(group.due)
cells[cursor++] = formatLedgerDate(group.dueDate)
cells[cursor++] = formatLedgerMoney(group.paid)
cells[cursor++] = formatLedgerDateTime(group.paidTime)
cells[cursor++] = gapText(group.due, group.paid)
}
cells[50] = text(row.salesUserName)
cells[51] = text(row.regionManagerUserName)
cells[52] = transportText(row)
return cells
}
export function buildCellStorageLedgerRows(rows: ProtocolAuditFlatRow[]): string[][] {
return rows.map((row, index) => storageLedgerRow(row, index, false))
}
export function buildResearchLedgerRows(rows: ProtocolAuditFlatRow[]): string[][] {
return rows.map((row, index) => storageLedgerRow(row, index, true))
}
export function buildCustomerServiceLedgerRows(rows: Row[]): string[][] {
return rows.map((row, index) => [
text(row.labStorageCode),
statusText(row.protocolStatus, row.voidType),
String(index + 1),
formatLedgerDate(row.smsSendDate),
text(row.smsSendStatus),
text(row.protocolNo),
text(row.motherName),
text(row.motherPhone),
text(row.motherIdCard),
text(row.fatherName),
text(row.fatherPhone),
text(row.fatherIdCard),
formatLedgerDate(row.microbeFollowupDate),
text(row.microbeFollowupStatus),
formatLedgerDate(row.fullmoonFollowupDate),
text(row.fullmoonFollowupStatus),
text(row.householdRegistered),
text(row.newbornName),
text(row.newbornIdCard),
label(SEX, row.newbornSex),
formatLedgerDateTime(row.newbornDeliveryTime),
formatLedgerDateTime(row.purchaseInsuranceTime),
formatLedgerDateTime(row.policySendTime),
formatLedgerDateTime(row.einvoiceSendTime),
formatLedgerDateTime(row.mailCertTime),
text(row.effectiveAddress),
text(row.marketSpecialistName),
text(row.payModeLabel) || payModeText(row.payMode),
text(row.protocolRemark),
flag01(row.protocolAttachmentPresent),
flag01(row.insuranceDocPresent),
flag01(row.informedConsentPresent),
flag01(row.healthSurveyPresent)
])
}
export async function fetchAllPages<T>(
load: (page: number, pageSize: number) => Promise<{ list?: T[]; total?: number }>
): Promise<T[]> {
const pageSize = 100
const all: T[] = []
let page = 1
let total = Number.POSITIVE_INFINITY
while (all.length < total && page <= 200) {
const result = await load(page, pageSize)
const list = result.list || []
total = result.total ?? list.length
all.push(...list)
if (!list.length || list.length < pageSize) break
page += 1
}
return all
}
function fileStamp(): string {
const stamp = new Date()
const pad = (value: number) => String(value).padStart(2, '0')
return `${stamp.getFullYear()}${pad(stamp.getMonth() + 1)}${pad(stamp.getDate())}${pad(stamp.getHours())}${pad(stamp.getMinutes())}${pad(stamp.getSeconds())}`
}
export async function saveCollectionLedgerWorkbook(
sheetName: string,
headers: string[],
rows: string[][],
filenamePrefix: string
) {
const ExcelJS = (await import('exceljs')).default
const FileSaver = (await import('file-saver')).default
const workbook = new ExcelJS.Workbook()
const sheet = workbook.addWorksheet(sheetName)
const headerRow = sheet.addRow(headers)
headerRow.eachCell((cell) => {
cell.numFmt = '@'
cell.alignment = { wrapText: true, vertical: 'middle' }
})
rows.forEach((line) => {
const added = sheet.addRow(line)
line.forEach((value, index) => {
const cell = added.getCell(index + 1)
cell.value = value
cell.numFmt = '@'
})
})
headers.forEach((header, index) => {
sheet.getColumn(index + 1).width = Math.min(28, Math.max(12, header.replace(/\n/g, '').length + 2))
})
const buffer = await workbook.xlsx.writeBuffer()
FileSaver.saveAs(
new Blob([buffer], {
type: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
}),
`${filenamePrefix}-${fileStamp()}.xlsx`
)
}