feat(export): add Excel export for CFDIs and reports

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

apps/api/package.json

@@ -21,7 +21,8 @@
     "express": "^4.21.0",
     "helmet": "^8.0.0",
     "jsonwebtoken": "^9.0.2",
-    "zod": "^3.23.0"
+    "zod": "^3.23.0",
+    "exceljs": "^4.4.0"
   },
   "devDependencies": {
     "@types/bcryptjs": "^2.4.6",

apps/api/src/app.ts

@@ -7,6 +7,7 @@ import { authRoutes } from './routes/auth.routes.js';
 import { dashboardRoutes } from './routes/dashboard.routes.js';
 import { cfdiRoutes } from './routes/cfdi.routes.js';
 import { impuestosRoutes } from './routes/impuestos.routes.js';
+import { exportRoutes } from './routes/export.routes.js';
 
 const app = express();
 
@@ -31,6 +32,7 @@ app.use('/api/auth', authRoutes);
 app.use('/api/dashboard', dashboardRoutes);
 app.use('/api/cfdi', cfdiRoutes);
 app.use('/api/impuestos', impuestosRoutes);
+app.use('/api/export', exportRoutes);
 
 // Error handling
 app.use(errorMiddleware);

apps/api/src/controllers/export.controller.ts

@@ -0,0 +1,42 @@
+import { Request, Response, NextFunction } from 'express';
+import * as exportService from '../services/export.service.js';
+
+export async function exportCfdis(req: Request, res: Response, next: NextFunction) {
+  try {
+    const { tipo, estado, fechaInicio, fechaFin } = req.query;
+    const buffer = await exportService.exportCfdisToExcel(req.tenantSchema!, {
+      tipo: tipo as string,
+      estado: estado as string,
+      fechaInicio: fechaInicio as string,
+      fechaFin: fechaFin as string,
+    });
+
+    res.setHeader('Content-Type', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet');
+    res.setHeader('Content-Disposition', `attachment; filename=cfdis-${Date.now()}.xlsx`);
+    res.send(buffer);
+  } catch (error) {
+    next(error);
+  }
+}
+
+export async function exportReporte(req: Request, res: Response, next: NextFunction) {
+  try {
+    const { tipo, fechaInicio, fechaFin } = req.query;
+    const now = new Date();
+    const inicio = (fechaInicio as string) || `${now.getFullYear()}-01-01`;
+    const fin = (fechaFin as string) || now.toISOString().split('T')[0];
+
+    const buffer = await exportService.exportReporteToExcel(
+      req.tenantSchema!,
+      tipo as 'estado-resultados' | 'flujo-efectivo',
+      inicio,
+      fin
+    );
+
+    res.setHeader('Content-Type', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet');
+    res.setHeader('Content-Disposition', `attachment; filename=${tipo}-${Date.now()}.xlsx`);
+    res.send(buffer);
+  } catch (error) {
+    next(error);
+  }
+}

apps/api/src/routes/export.routes.ts

@@ -0,0 +1,14 @@
+import { Router } from 'express';
+import { authenticate } from '../middlewares/auth.middleware.js';
+import { tenantMiddleware } from '../middlewares/tenant.middleware.js';
+import * as exportController from '../controllers/export.controller.js';
+
+const router = Router();
+
+router.use(authenticate);
+router.use(tenantMiddleware);
+
+router.get('/cfdis', exportController.exportCfdis);
+router.get('/reporte', exportController.exportReporte);
+
+export { router as exportRoutes };

apps/api/src/services/export.service.ts

@@ -0,0 +1,114 @@
+import ExcelJS from 'exceljs';
+import { prisma } from '../config/database.js';
+
+export async function exportCfdisToExcel(
+  schema: string,
+  filters: { tipo?: string; estado?: string; fechaInicio?: string; fechaFin?: string }
+): Promise<Buffer> {
+  let whereClause = 'WHERE 1=1';
+  const params: any[] = [];
+  let paramIndex = 1;
+
+  if (filters.tipo) {
+    whereClause += ` AND tipo = $${paramIndex++}`;
+    params.push(filters.tipo);
+  }
+  if (filters.estado) {
+    whereClause += ` AND estado = $${paramIndex++}`;
+    params.push(filters.estado);
+  }
+  if (filters.fechaInicio) {
+    whereClause += ` AND fecha_emision >= $${paramIndex++}`;
+    params.push(filters.fechaInicio);
+  }
+  if (filters.fechaFin) {
+    whereClause += ` AND fecha_emision <= $${paramIndex++}`;
+    params.push(filters.fechaFin);
+  }
+
+  const cfdis = await prisma.$queryRawUnsafe<any[]>(`
+    SELECT uuid_fiscal, tipo, serie, folio, fecha_emision, fecha_timbrado,
+           rfc_emisor, nombre_emisor, rfc_receptor, nombre_receptor,
+           subtotal, descuento, iva, isr_retenido, iva_retenido, total,
+           moneda, metodo_pago, forma_pago, uso_cfdi, estado
+    FROM "${schema}".cfdis
+    ${whereClause}
+    ORDER BY fecha_emision DESC
+  `, ...params);
+
+  const workbook = new ExcelJS.Workbook();
+  const sheet = workbook.addWorksheet('CFDIs');
+
+  sheet.columns = [
+    { header: 'UUID', key: 'uuid_fiscal', width: 40 },
+    { header: 'Tipo', key: 'tipo', width: 10 },
+    { header: 'Serie', key: 'serie', width: 10 },
+    { header: 'Folio', key: 'folio', width: 10 },
+    { header: 'Fecha Emisión', key: 'fecha_emision', width: 15 },
+    { header: 'RFC Emisor', key: 'rfc_emisor', width: 15 },
+    { header: 'Nombre Emisor', key: 'nombre_emisor', width: 30 },
+    { header: 'RFC Receptor', key: 'rfc_receptor', width: 15 },
+    { header: 'Nombre Receptor', key: 'nombre_receptor', width: 30 },
+    { header: 'Subtotal', key: 'subtotal', width: 15 },
+    { header: 'IVA', key: 'iva', width: 15 },
+    { header: 'Total', key: 'total', width: 15 },
+    { header: 'Estado', key: 'estado', width: 12 },
+  ];
+
+  sheet.getRow(1).font = { bold: true };
+  sheet.getRow(1).fill = {
+    type: 'pattern',
+    pattern: 'solid',
+    fgColor: { argb: 'FF4472C4' },
+  };
+  sheet.getRow(1).font = { bold: true, color: { argb: 'FFFFFFFF' } };
+
+  cfdis.forEach(cfdi => {
+    sheet.addRow({
+      ...cfdi,
+      fecha_emision: new Date(cfdi.fecha_emision).toLocaleDateString('es-MX'),
+      subtotal: Number(cfdi.subtotal),
+      iva: Number(cfdi.iva),
+      total: Number(cfdi.total),
+    });
+  });
+
+  const buffer = await workbook.xlsx.writeBuffer();
+  return Buffer.from(buffer);
+}
+
+export async function exportReporteToExcel(
+  schema: string,
+  tipo: 'estado-resultados' | 'flujo-efectivo',
+  fechaInicio: string,
+  fechaFin: string
+): Promise<Buffer> {
+  const workbook = new ExcelJS.Workbook();
+  const sheet = workbook.addWorksheet(tipo === 'estado-resultados' ? 'Estado de Resultados' : 'Flujo de Efectivo');
+
+  if (tipo === 'estado-resultados') {
+    const [totales] = await prisma.$queryRawUnsafe<[{ ingresos: number; egresos: number }]>(`
+      SELECT
+        COALESCE(SUM(CASE WHEN tipo = 'ingreso' THEN subtotal ELSE 0 END), 0) as ingresos,
+        COALESCE(SUM(CASE WHEN tipo = 'egreso' THEN subtotal ELSE 0 END), 0) as egresos
+      FROM "${schema}".cfdis
+      WHERE estado = 'vigente' AND fecha_emision BETWEEN $1 AND $2
+    `, fechaInicio, fechaFin);
+
+    sheet.columns = [
+      { header: 'Concepto', key: 'concepto', width: 40 },
+      { header: 'Monto', key: 'monto', width: 20 },
+    ];
+
+    sheet.addRow({ concepto: 'INGRESOS', monto: '' });
+    sheet.addRow({ concepto: 'Total Ingresos', monto: Number(totales?.ingresos || 0) });
+    sheet.addRow({ concepto: '', monto: '' });
+    sheet.addRow({ concepto: 'EGRESOS', monto: '' });
+    sheet.addRow({ concepto: 'Total Egresos', monto: Number(totales?.egresos || 0) });
+    sheet.addRow({ concepto: '', monto: '' });
+    sheet.addRow({ concepto: 'UTILIDAD NETA', monto: Number(totales?.ingresos || 0) - Number(totales?.egresos || 0) });
+  }
+
+  const buffer = await workbook.xlsx.writeBuffer();
+  return Buffer.from(buffer);
+}