From 9733de9f22a5e27593eb4e31584c2f43301bcecf Mon Sep 17 00:00:00 2001
From: kangwenjing <1138819403@qq.com>
Date: Wed, 8 Apr 2026 17:41:17 +0800
Subject: [PATCH] =?UTF-8?q?=E5=AF=BC=E5=87=BA=E5=8A=9F=E8=83=BD=E8=B0=83?=
 =?UTF-8?q?=E6=95=B4?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 .idea/workspace.xml                           |   1 +
 .../unis/crm/controller/WorkController.java   |  43 ++
 .../crm/dto/work/WorkCheckInExportDTO.java    | 135 +++++
 .../dto/work/WorkDailyReportExportDTO.java    | 152 ++++++
 .../java/com/unis/crm/mapper/WorkMapper.java  |  22 +
 .../com/unis/crm/service/WorkService.java     |  22 +
 .../crm/service/impl/WorkServiceImpl.java     | 100 ++++
 .../main/resources/mapper/work/WorkMapper.xml | 118 +++++
 .../crm/mapper/WorkMapperDataScopeTest.java   |  37 ++
 .../crm/service/impl/WorkServiceImplTest.java |  49 ++
 .../org.mockito.plugins.MockMaker             |   1 +
 frontend/src/lib/auth.ts                      |  65 +++
 frontend/src/pages/Expansion.tsx              | 428 ++++++++++++++-
 frontend/src/pages/Opportunities.tsx          | 348 ++++++++++++-
 frontend/src/pages/Work.tsx                   | 490 +++++++++++++++++-
 15 files changed, 1972 insertions(+), 39 deletions(-)
 create mode 100644 backend/src/main/java/com/unis/crm/dto/work/WorkCheckInExportDTO.java
 create mode 100644 backend/src/main/java/com/unis/crm/dto/work/WorkDailyReportExportDTO.java
 create mode 100644 backend/src/test/resources/mockito-extensions/org.mockito.plugins.MockMaker

diff --git a/.idea/workspace.xml b/.idea/workspace.xml
index 3ed10614..54f71231 100644
--- a/.idea/workspace.xml
+++ b/.idea/workspace.xml
@@ -90,6 +90,7 @@
       <workItem from="1775197343053" duration="963000" />
       <workItem from="1775198320186" duration="1451000" />
       <workItem from="1775200047785" duration="3902000" />
+      <workItem from="1775541962012" duration="805000" />
     </task>
     <task id="LOCAL-00001" summary="修改定位信息 0323">
       <option name="closed" value="true" />
diff --git a/backend/src/main/java/com/unis/crm/controller/WorkController.java b/backend/src/main/java/com/unis/crm/controller/WorkController.java
index 35b08449..e6962208 100644
--- a/backend/src/main/java/com/unis/crm/controller/WorkController.java
+++ b/backend/src/main/java/com/unis/crm/controller/WorkController.java
@@ -5,12 +5,17 @@ import com.unis.crm.common.BusinessException;
 import com.unis.crm.common.CurrentUserUtils;
 import com.unis.crm.dto.work.CreateWorkCheckInRequest;
 import com.unis.crm.dto.work.CreateWorkDailyReportRequest;
+import com.unis.crm.dto.work.WorkCheckInExportDTO;
+import com.unis.crm.dto.work.WorkDailyReportExportDTO;
 import com.unis.crm.dto.work.WorkHistoryPageDTO;
 import com.unis.crm.dto.work.WorkOverviewDTO;
 import com.unis.crm.service.WorkService;
 import com.unisbase.common.annotation.Log;
 import jakarta.validation.Valid;
 import java.math.BigDecimal;
+import java.time.LocalDate;
+import java.util.List;
+import org.springframework.format.annotation.DateTimeFormat;
 import org.springframework.core.io.Resource;
 import org.springframework.http.CacheControl;
 import org.springframework.http.MediaType;
@@ -53,6 +58,44 @@ public class WorkController {
         return ApiResponse.success(workService.getHistory(CurrentUserUtils.requireCurrentUserId(userId), type, page, size));
     }
 
+    @GetMapping("/checkins/export-data")
+    public ApiResponse<List<WorkCheckInExportDTO>> exportCheckIns(
+            @RequestHeader("X-User-Id") Long userId,
+            @RequestParam(value = "startDate", required = false) @DateTimeFormat(iso = DateTimeFormat.ISO.DATE) LocalDate startDate,
+            @RequestParam(value = "endDate", required = false) @DateTimeFormat(iso = DateTimeFormat.ISO.DATE) LocalDate endDate,
+            @RequestParam(value = "keyword", required = false) String keyword,
+            @RequestParam(value = "deptName", required = false) String deptName,
+            @RequestParam(value = "bizType", required = false) String bizType,
+            @RequestParam(value = "status", required = false) String status) {
+        return ApiResponse.success(workService.exportCheckIns(
+                CurrentUserUtils.requireCurrentUserId(userId),
+                startDate,
+                endDate,
+                keyword,
+                deptName,
+                bizType,
+                status));
+    }
+
+    @GetMapping("/daily-reports/export-data")
+    public ApiResponse<List<WorkDailyReportExportDTO>> exportDailyReports(
+            @RequestHeader("X-User-Id") Long userId,
+            @RequestParam(value = "startDate", required = false) @DateTimeFormat(iso = DateTimeFormat.ISO.DATE) LocalDate startDate,
+            @RequestParam(value = "endDate", required = false) @DateTimeFormat(iso = DateTimeFormat.ISO.DATE) LocalDate endDate,
+            @RequestParam(value = "keyword", required = false) String keyword,
+            @RequestParam(value = "deptName", required = false) String deptName,
+            @RequestParam(value = "bizType", required = false) String bizType,
+            @RequestParam(value = "status", required = false) String status) {
+        return ApiResponse.success(workService.exportDailyReports(
+                CurrentUserUtils.requireCurrentUserId(userId),
+                startDate,
+                endDate,
+                keyword,
+                deptName,
+                bizType,
+                status));
+    }
+
     @GetMapping("/reverse-geocode")
     public ApiResponse<String> reverseGeocode(
             @RequestHeader(value = "X-User-Id", required = false) Long userId,
diff --git a/backend/src/main/java/com/unis/crm/dto/work/WorkCheckInExportDTO.java b/backend/src/main/java/com/unis/crm/dto/work/WorkCheckInExportDTO.java
new file mode 100644
index 00000000..6c4bff39
--- /dev/null
+++ b/backend/src/main/java/com/unis/crm/dto/work/WorkCheckInExportDTO.java
@@ -0,0 +1,135 @@
+package com.unis.crm.dto.work;
+
+import java.math.BigDecimal;
+import java.util.ArrayList;
+import java.util.List;
+
+public class WorkCheckInExportDTO {
+
+    private String checkinDate;
+    private String checkinTime;
+    private String userName;
+    private String deptName;
+    private String bizType;
+    private String bizName;
+    private String locationText;
+    private BigDecimal longitude;
+    private BigDecimal latitude;
+    private String remark;
+    private String status;
+    private String createdAt;
+    private String updatedAt;
+    private List<String> photoUrls = new ArrayList<>();
+
+    public String getCheckinDate() {
+        return checkinDate;
+    }
+
+    public void setCheckinDate(String checkinDate) {
+        this.checkinDate = checkinDate;
+    }
+
+    public String getCheckinTime() {
+        return checkinTime;
+    }
+
+    public void setCheckinTime(String checkinTime) {
+        this.checkinTime = checkinTime;
+    }
+
+    public String getUserName() {
+        return userName;
+    }
+
+    public void setUserName(String userName) {
+        this.userName = userName;
+    }
+
+    public String getDeptName() {
+        return deptName;
+    }
+
+    public void setDeptName(String deptName) {
+        this.deptName = deptName;
+    }
+
+    public String getBizType() {
+        return bizType;
+    }
+
+    public void setBizType(String bizType) {
+        this.bizType = bizType;
+    }
+
+    public String getBizName() {
+        return bizName;
+    }
+
+    public void setBizName(String bizName) {
+        this.bizName = bizName;
+    }
+
+    public String getLocationText() {
+        return locationText;
+    }
+
+    public void setLocationText(String locationText) {
+        this.locationText = locationText;
+    }
+
+    public BigDecimal getLongitude() {
+        return longitude;
+    }
+
+    public void setLongitude(BigDecimal longitude) {
+        this.longitude = longitude;
+    }
+
+    public BigDecimal getLatitude() {
+        return latitude;
+    }
+
+    public void setLatitude(BigDecimal latitude) {
+        this.latitude = latitude;
+    }
+
+    public String getRemark() {
+        return remark;
+    }
+
+    public void setRemark(String remark) {
+        this.remark = remark;
+    }
+
+    public String getStatus() {
+        return status;
+    }
+
+    public void setStatus(String status) {
+        this.status = status;
+    }
+
+    public String getCreatedAt() {
+        return createdAt;
+    }
+
+    public void setCreatedAt(String createdAt) {
+        this.createdAt = createdAt;
+    }
+
+    public String getUpdatedAt() {
+        return updatedAt;
+    }
+
+    public void setUpdatedAt(String updatedAt) {
+        this.updatedAt = updatedAt;
+    }
+
+    public List<String> getPhotoUrls() {
+        return photoUrls;
+    }
+
+    public void setPhotoUrls(List<String> photoUrls) {
+        this.photoUrls = photoUrls;
+    }
+}
diff --git a/backend/src/main/java/com/unis/crm/dto/work/WorkDailyReportExportDTO.java b/backend/src/main/java/com/unis/crm/dto/work/WorkDailyReportExportDTO.java
new file mode 100644
index 00000000..cefcbc95
--- /dev/null
+++ b/backend/src/main/java/com/unis/crm/dto/work/WorkDailyReportExportDTO.java
@@ -0,0 +1,152 @@
+package com.unis.crm.dto.work;
+
+import java.util.ArrayList;
+import java.util.List;
+
+public class WorkDailyReportExportDTO {
+
+    private String reportDate;
+    private String submitTime;
+    private String userName;
+    private String deptName;
+    private String sourceType;
+    private String status;
+    private String workContent;
+    private String tomorrowPlan;
+    private Integer score;
+    private String comment;
+    private String reviewerName;
+    private String reviewedAt;
+    private String createdAt;
+    private String updatedAt;
+    private List<WorkReportLineItemDTO> lineItems = new ArrayList<>();
+    private List<WorkTomorrowPlanItemDTO> planItems = new ArrayList<>();
+
+    public String getReportDate() {
+        return reportDate;
+    }
+
+    public void setReportDate(String reportDate) {
+        this.reportDate = reportDate;
+    }
+
+    public String getSubmitTime() {
+        return submitTime;
+    }
+
+    public void setSubmitTime(String submitTime) {
+        this.submitTime = submitTime;
+    }
+
+    public String getUserName() {
+        return userName;
+    }
+
+    public void setUserName(String userName) {
+        this.userName = userName;
+    }
+
+    public String getDeptName() {
+        return deptName;
+    }
+
+    public void setDeptName(String deptName) {
+        this.deptName = deptName;
+    }
+
+    public String getSourceType() {
+        return sourceType;
+    }
+
+    public void setSourceType(String sourceType) {
+        this.sourceType = sourceType;
+    }
+
+    public String getStatus() {
+        return status;
+    }
+
+    public void setStatus(String status) {
+        this.status = status;
+    }
+
+    public String getWorkContent() {
+        return workContent;
+    }
+
+    public void setWorkContent(String workContent) {
+        this.workContent = workContent;
+    }
+
+    public String getTomorrowPlan() {
+        return tomorrowPlan;
+    }
+
+    public void setTomorrowPlan(String tomorrowPlan) {
+        this.tomorrowPlan = tomorrowPlan;
+    }
+
+    public Integer getScore() {
+        return score;
+    }
+
+    public void setScore(Integer score) {
+        this.score = score;
+    }
+
+    public String getComment() {
+        return comment;
+    }
+
+    public void setComment(String comment) {
+        this.comment = comment;
+    }
+
+    public String getReviewerName() {
+        return reviewerName;
+    }
+
+    public void setReviewerName(String reviewerName) {
+        this.reviewerName = reviewerName;
+    }
+
+    public String getReviewedAt() {
+        return reviewedAt;
+    }
+
+    public void setReviewedAt(String reviewedAt) {
+        this.reviewedAt = reviewedAt;
+    }
+
+    public String getCreatedAt() {
+        return createdAt;
+    }
+
+    public void setCreatedAt(String createdAt) {
+        this.createdAt = createdAt;
+    }
+
+    public String getUpdatedAt() {
+        return updatedAt;
+    }
+
+    public void setUpdatedAt(String updatedAt) {
+        this.updatedAt = updatedAt;
+    }
+
+    public List<WorkReportLineItemDTO> getLineItems() {
+        return lineItems;
+    }
+
+    public void setLineItems(List<WorkReportLineItemDTO> lineItems) {
+        this.lineItems = lineItems;
+    }
+
+    public List<WorkTomorrowPlanItemDTO> getPlanItems() {
+        return planItems;
+    }
+
+    public void setPlanItems(List<WorkTomorrowPlanItemDTO> planItems) {
+        this.planItems = planItems;
+    }
+}
diff --git a/backend/src/main/java/com/unis/crm/mapper/WorkMapper.java b/backend/src/main/java/com/unis/crm/mapper/WorkMapper.java
index 7a9aaabd..cb182b33 100644
--- a/backend/src/main/java/com/unis/crm/mapper/WorkMapper.java
+++ b/backend/src/main/java/com/unis/crm/mapper/WorkMapper.java
@@ -3,10 +3,13 @@ package com.unis.crm.mapper;
 import com.unis.crm.dto.work.CreateWorkCheckInRequest;
 import com.unis.crm.dto.work.CreateWorkDailyReportRequest;
 import com.unis.crm.dto.work.WorkCheckInDTO;
+import com.unis.crm.dto.work.WorkCheckInExportDTO;
 import com.unis.crm.dto.work.WorkDailyReportDTO;
+import com.unis.crm.dto.work.WorkDailyReportExportDTO;
 import com.unis.crm.dto.work.WorkHistoryItemDTO;
 import com.unis.crm.dto.work.WorkSuggestedActionDTO;
 import com.unisbase.annotation.DataScope;
+import java.time.LocalDate;
 import java.util.List;
 import org.apache.ibatis.annotations.Mapper;
 import org.apache.ibatis.annotations.Param;
@@ -26,6 +29,25 @@ public interface WorkMapper {
     @DataScope(tableAlias = "r", ownerColumn = "user_id")
     List<WorkHistoryItemDTO> selectReportHistory(@Param("limit") int limit);
 
+    @DataScope(tableAlias = "c", ownerColumn = "user_id")
+    List<WorkCheckInExportDTO> selectCheckInExportRows(
+            @Param("startDate") LocalDate startDate,
+            @Param("endDate") LocalDate endDate,
+            @Param("keyword") String keyword,
+            @Param("deptName") String deptName,
+            @Param("bizType") String bizType,
+            @Param("status") String status,
+            @Param("limit") int limit);
+
+    @DataScope(tableAlias = "r", ownerColumn = "user_id")
+    List<WorkDailyReportExportDTO> selectDailyReportExportRows(
+            @Param("startDate") LocalDate startDate,
+            @Param("endDate") LocalDate endDate,
+            @Param("keyword") String keyword,
+            @Param("deptName") String deptName,
+            @Param("status") String status,
+            @Param("limit") int limit);
+
     Long selectTodayCheckInId(@Param("userId") Long userId);
 
     int insertCheckIn(@Param("userId") Long userId, @Param("request") CreateWorkCheckInRequest request);
diff --git a/backend/src/main/java/com/unis/crm/service/WorkService.java b/backend/src/main/java/com/unis/crm/service/WorkService.java
index 27ad9e77..209453c3 100644
--- a/backend/src/main/java/com/unis/crm/service/WorkService.java
+++ b/backend/src/main/java/com/unis/crm/service/WorkService.java
@@ -2,9 +2,13 @@ package com.unis.crm.service;
 
 import com.unis.crm.dto.work.CreateWorkCheckInRequest;
 import com.unis.crm.dto.work.CreateWorkDailyReportRequest;
+import com.unis.crm.dto.work.WorkCheckInExportDTO;
+import com.unis.crm.dto.work.WorkDailyReportExportDTO;
 import com.unis.crm.dto.work.WorkHistoryPageDTO;
 import com.unis.crm.dto.work.WorkOverviewDTO;
 import java.math.BigDecimal;
+import java.time.LocalDate;
+import java.util.List;
 import org.springframework.core.io.Resource;
 import org.springframework.web.multipart.MultipartFile;
 
@@ -14,6 +18,24 @@ public interface WorkService {
 
     WorkHistoryPageDTO getHistory(Long userId, String type, int page, int size);
 
+    List<WorkCheckInExportDTO> exportCheckIns(
+            Long userId,
+            LocalDate startDate,
+            LocalDate endDate,
+            String keyword,
+            String deptName,
+            String bizType,
+            String status);
+
+    List<WorkDailyReportExportDTO> exportDailyReports(
+            Long userId,
+            LocalDate startDate,
+            LocalDate endDate,
+            String keyword,
+            String deptName,
+            String bizType,
+            String status);
+
     Long saveCheckIn(Long userId, CreateWorkCheckInRequest request);
 
     Long saveDailyReport(Long userId, CreateWorkDailyReportRequest request);
diff --git a/backend/src/main/java/com/unis/crm/service/impl/WorkServiceImpl.java b/backend/src/main/java/com/unis/crm/service/impl/WorkServiceImpl.java
index 8f2bc3f5..5110e535 100644
--- a/backend/src/main/java/com/unis/crm/service/impl/WorkServiceImpl.java
+++ b/backend/src/main/java/com/unis/crm/service/impl/WorkServiceImpl.java
@@ -6,7 +6,9 @@ import com.unis.crm.common.BusinessException;
 import com.unis.crm.dto.work.CreateWorkCheckInRequest;
 import com.unis.crm.dto.work.CreateWorkDailyReportRequest;
 import com.unis.crm.dto.work.WorkCheckInDTO;
+import com.unis.crm.dto.work.WorkCheckInExportDTO;
 import com.unis.crm.dto.work.WorkDailyReportDTO;
+import com.unis.crm.dto.work.WorkDailyReportExportDTO;
 import com.unis.crm.dto.work.WorkHistoryItemDTO;
 import com.unis.crm.dto.work.WorkHistoryPageDTO;
 import com.unis.crm.dto.work.WorkReportLineItemDTO;
@@ -70,6 +72,7 @@ public class WorkServiceImpl implements WorkService {
     private static final Pattern PLAN_ITEMS_METADATA_PATTERN = Pattern.compile("\\[\\[WORK_PLAN_ITEMS]](.*?)\\[\\[/WORK_PLAN_ITEMS]]", Pattern.DOTALL);
     private static final String ONLY_SEE_ROLE_CODE = "only_see";
     private static final String WORK_REPORT_FOLLOW_UP_TYPE = "工作日报";
+    private static final int EXPORT_LIMIT = 5000;
     private static final String TENCENT_COORD_TYPE_GPS = "1";
     private static final String TENCENT_COORD_TYPE_GCJ02 = "2";
     private static final String OPEN_STREET_MAP_USER_AGENT = "unis-crm/1.0";
@@ -134,6 +137,58 @@ public class WorkServiceImpl implements WorkService {
         return new WorkHistoryPageDTO(pagedItems, hasMore, safePage, safeSize);
     }
 
+    @Override
+    public List<WorkCheckInExportDTO> exportCheckIns(
+            Long userId,
+            LocalDate startDate,
+            LocalDate endDate,
+            String keyword,
+            String deptName,
+            String bizType,
+            String status) {
+        requireUser(userId);
+        validateDateRange(startDate, endDate);
+        String normalizedBizType = normalizeBizType(bizType);
+        List<WorkCheckInExportDTO> rows = workMapper.selectCheckInExportRows(
+                startDate,
+                endDate,
+                normalizeOptionalText(keyword),
+                normalizeOptionalText(deptName),
+                normalizedBizType,
+                normalizeOptionalText(status),
+                EXPORT_LIMIT);
+        normalizeCheckInExportRows(rows);
+        return rows;
+    }
+
+    @Override
+    public List<WorkDailyReportExportDTO> exportDailyReports(
+            Long userId,
+            LocalDate startDate,
+            LocalDate endDate,
+            String keyword,
+            String deptName,
+            String bizType,
+            String status) {
+        requireUser(userId);
+        validateDateRange(startDate, endDate);
+        String normalizedBizType = normalizeBizType(bizType);
+        List<WorkDailyReportExportDTO> rows = workMapper.selectDailyReportExportRows(
+                startDate,
+                endDate,
+                normalizeOptionalText(keyword),
+                normalizeOptionalText(deptName),
+                normalizeOptionalText(status),
+                EXPORT_LIMIT);
+        normalizeDailyReportExportRows(rows);
+        if (normalizedBizType == null) {
+            return rows;
+        }
+        return rows.stream()
+                .filter(row -> hasReportLineOfType(row, normalizedBizType))
+                .toList();
+    }
+
     @Override
     public Long saveCheckIn(Long userId, CreateWorkCheckInRequest request) {
         requireUser(userId);
@@ -593,6 +648,51 @@ public class WorkServiceImpl implements WorkService {
         }
     }
 
+    private void normalizeCheckInExportRows(List<WorkCheckInExportDTO> rows) {
+        if (rows == null) {
+            return;
+        }
+        for (WorkCheckInExportDTO row : rows) {
+            if (row == null) {
+                continue;
+            }
+            PhotoMetadata photoMetadata = extractPhotoMetadata(row.getRemark());
+            row.setRemark(photoMetadata.cleanText());
+            row.setPhotoUrls(photoMetadata.photoUrls());
+        }
+    }
+
+    private void normalizeDailyReportExportRows(List<WorkDailyReportExportDTO> rows) {
+        if (rows == null) {
+            return;
+        }
+        for (WorkDailyReportExportDTO row : rows) {
+            if (row == null) {
+                continue;
+            }
+            ReportLineMetadata reportLineMetadata = extractReportLineMetadata(row.getWorkContent());
+            row.setWorkContent(stripVisitTimeFromReportText(reportLineMetadata.cleanText()));
+            row.setLineItems(reportLineMetadata.lineItems());
+            PlanItemMetadata planItemMetadata = extractPlanItemMetadata(row.getTomorrowPlan());
+            row.setTomorrowPlan(planItemMetadata.cleanText());
+            row.setPlanItems(planItemMetadata.planItems());
+        }
+    }
+
+    private boolean hasReportLineOfType(WorkDailyReportExportDTO row, String bizType) {
+        if (row == null || bizType == null || row.getLineItems() == null) {
+            return false;
+        }
+        return row.getLineItems().stream()
+                .anyMatch(item -> item != null && bizType.equals(item.getBizType()));
+    }
+
+    private void validateDateRange(LocalDate startDate, LocalDate endDate) {
+        if (startDate != null && endDate != null && startDate.isAfter(endDate)) {
+            throw new BusinessException("开始日期不能晚于结束日期");
+        }
+    }
+
     private String stripVisitTimeFromReportText(String rawText) {
         String normalized = rawText == null ? "" : rawText;
         return normalized
diff --git a/backend/src/main/resources/mapper/work/WorkMapper.xml b/backend/src/main/resources/mapper/work/WorkMapper.xml
index 2f6e665d..af5db759 100644
--- a/backend/src/main/resources/mapper/work/WorkMapper.xml
+++ b/backend/src/main/resources/mapper/work/WorkMapper.xml
@@ -242,6 +242,124 @@
         limit #{limit}
     </select>
 
+    <select id="selectCheckInExportRows" resultType="com.unis.crm.dto.work.WorkCheckInExportDTO">
+        select
+            to_char(c.checkin_date, 'YYYY-MM-DD') as checkinDate,
+            to_char(c.checkin_time, 'HH24:MI') as checkinTime,
+            coalesce(nullif(btrim(c.user_name), ''), nullif(btrim(u.display_name), ''), nullif(btrim(u.username), ''), '') as userName,
+            coalesce(nullif(btrim(c.dept_name), ''), nullif(btrim(org_info.org_names), ''), '') as deptName,
+            coalesce(c.biz_type, '') as bizType,
+            coalesce(c.biz_name, '') as bizName,
+            coalesce(c.location_text, '') as locationText,
+            c.longitude,
+            c.latitude,
+            coalesce(c.remark, '') as remark,
+            coalesce(c.status, 'normal') as status,
+            to_char(c.created_at, 'YYYY-MM-DD HH24:MI') as createdAt,
+            to_char(c.updated_at, 'YYYY-MM-DD HH24:MI') as updatedAt
+        from work_checkin c
+        left join sys_user u on u.user_id = c.user_id and u.is_deleted = 0
+        left join lateral (
+            select string_agg(distinct o.org_name, '、' order by o.org_name) as org_names
+            from sys_tenant_user tu
+            join sys_org o on o.id = tu.org_id
+            where tu.user_id = c.user_id
+              and tu.is_deleted = 0
+              and o.is_deleted = 0
+        ) org_info on true
+        where 1 = 1
+        <if test="startDate != null">
+          and c.checkin_date &gt;= #{startDate}
+        </if>
+        <if test="endDate != null">
+          and c.checkin_date &lt;= #{endDate}
+        </if>
+        <if test="keyword != null and keyword != ''">
+          and (
+            coalesce(c.user_name, '') ilike concat('%', #{keyword}, '%')
+            or coalesce(u.display_name, '') ilike concat('%', #{keyword}, '%')
+            or coalesce(u.username, '') ilike concat('%', #{keyword}, '%')
+            or coalesce(c.biz_name, '') ilike concat('%', #{keyword}, '%')
+            or coalesce(c.location_text, '') ilike concat('%', #{keyword}, '%')
+            or coalesce(c.remark, '') ilike concat('%', #{keyword}, '%')
+          )
+        </if>
+        <if test="deptName != null and deptName != ''">
+          and coalesce(nullif(btrim(c.dept_name), ''), nullif(btrim(org_info.org_names), ''), '') ilike concat('%', #{deptName}, '%')
+        </if>
+        <if test="bizType != null and bizType != ''">
+          and c.biz_type = #{bizType}
+        </if>
+        <if test="status != null and status != ''">
+          and coalesce(c.status, 'normal') = #{status}
+        </if>
+        order by coalesce(c.checkin_date::timestamp + c.checkin_time::time, c.created_at) desc nulls last, c.id desc
+        limit #{limit}
+    </select>
+
+    <select id="selectDailyReportExportRows" resultType="com.unis.crm.dto.work.WorkDailyReportExportDTO">
+        select
+            to_char(r.report_date, 'YYYY-MM-DD') as reportDate,
+            to_char(r.submit_time, 'YYYY-MM-DD HH24:MI') as submitTime,
+            coalesce(nullif(btrim(u.display_name), ''), nullif(btrim(u.username), ''), '') as userName,
+            coalesce(nullif(btrim(org_info.org_names), ''), '') as deptName,
+            coalesce(r.source_type, 'manual') as sourceType,
+            coalesce(r.status, 'submitted') as status,
+            coalesce(r.work_content, '') as workContent,
+            coalesce(r.tomorrow_plan, '') as tomorrowPlan,
+            rc.score,
+            rc.comment_content as comment,
+            coalesce(nullif(btrim(reviewer.display_name), ''), nullif(btrim(reviewer.username), ''), '') as reviewerName,
+            to_char(rc.reviewed_at, 'YYYY-MM-DD HH24:MI') as reviewedAt,
+            to_char(r.created_at, 'YYYY-MM-DD HH24:MI') as createdAt,
+            to_char(r.updated_at, 'YYYY-MM-DD HH24:MI') as updatedAt
+        from work_daily_report r
+        left join sys_user u on u.user_id = r.user_id and u.is_deleted = 0
+        left join lateral (
+            select string_agg(distinct o.org_name, '、' order by o.org_name) as org_names
+            from sys_tenant_user tu
+            join sys_org o on o.id = tu.org_id
+            where tu.user_id = r.user_id
+              and tu.is_deleted = 0
+              and o.is_deleted = 0
+        ) org_info on true
+        left join (
+            select distinct on (report_id)
+                report_id,
+                reviewer_user_id,
+                score,
+                comment_content,
+                reviewed_at
+            from work_daily_report_comment
+            order by report_id, reviewed_at desc nulls last, id desc
+        ) rc on rc.report_id = r.id
+        left join sys_user reviewer on reviewer.user_id = rc.reviewer_user_id and reviewer.is_deleted = 0
+        where 1 = 1
+        <if test="startDate != null">
+          and r.report_date &gt;= #{startDate}
+        </if>
+        <if test="endDate != null">
+          and r.report_date &lt;= #{endDate}
+        </if>
+        <if test="keyword != null and keyword != ''">
+          and (
+            coalesce(u.display_name, '') ilike concat('%', #{keyword}, '%')
+            or coalesce(u.username, '') ilike concat('%', #{keyword}, '%')
+            or coalesce(r.work_content, '') ilike concat('%', #{keyword}, '%')
+            or coalesce(r.tomorrow_plan, '') ilike concat('%', #{keyword}, '%')
+            or coalesce(rc.comment_content, '') ilike concat('%', #{keyword}, '%')
+          )
+        </if>
+        <if test="deptName != null and deptName != ''">
+          and coalesce(nullif(btrim(org_info.org_names), ''), '') ilike concat('%', #{deptName}, '%')
+        </if>
+        <if test="status != null and status != ''">
+          and coalesce(r.status, 'submitted') = #{status}
+        </if>
+        order by coalesce(r.report_date::timestamp + r.submit_time::time, r.created_at) desc nulls last, r.id desc
+        limit #{limit}
+    </select>
+
     <select id="selectTodayCheckInId" resultType="java.lang.Long">
         select id
         from work_checkin
diff --git a/backend/src/test/java/com/unis/crm/mapper/WorkMapperDataScopeTest.java b/backend/src/test/java/com/unis/crm/mapper/WorkMapperDataScopeTest.java
index 16a6625f..224dc383 100644
--- a/backend/src/test/java/com/unis/crm/mapper/WorkMapperDataScopeTest.java
+++ b/backend/src/test/java/com/unis/crm/mapper/WorkMapperDataScopeTest.java
@@ -30,4 +30,41 @@ class WorkMapperDataScopeTest {
         assertEquals("r", dataScope.tableAlias());
         assertEquals("user_id", dataScope.ownerColumn());
     }
+
+    @Test
+    void selectCheckInExportRows_shouldUseDataScopeOnCheckInUserId() throws Exception {
+        Method method = WorkMapper.class.getMethod(
+                "selectCheckInExportRows",
+                java.time.LocalDate.class,
+                java.time.LocalDate.class,
+                String.class,
+                String.class,
+                String.class,
+                String.class,
+                int.class);
+
+        DataScope dataScope = method.getAnnotation(DataScope.class);
+
+        assertNotNull(dataScope);
+        assertEquals("c", dataScope.tableAlias());
+        assertEquals("user_id", dataScope.ownerColumn());
+    }
+
+    @Test
+    void selectDailyReportExportRows_shouldUseDataScopeOnReportUserId() throws Exception {
+        Method method = WorkMapper.class.getMethod(
+                "selectDailyReportExportRows",
+                java.time.LocalDate.class,
+                java.time.LocalDate.class,
+                String.class,
+                String.class,
+                String.class,
+                int.class);
+
+        DataScope dataScope = method.getAnnotation(DataScope.class);
+
+        assertNotNull(dataScope);
+        assertEquals("r", dataScope.tableAlias());
+        assertEquals("user_id", dataScope.ownerColumn());
+    }
 }
diff --git a/backend/src/test/java/com/unis/crm/service/impl/WorkServiceImplTest.java b/backend/src/test/java/com/unis/crm/service/impl/WorkServiceImplTest.java
index 0afa06b9..d4252ffc 100644
--- a/backend/src/test/java/com/unis/crm/service/impl/WorkServiceImplTest.java
+++ b/backend/src/test/java/com/unis/crm/service/impl/WorkServiceImplTest.java
@@ -10,6 +10,8 @@ import com.fasterxml.jackson.databind.ObjectMapper;
 import com.unis.crm.common.BusinessException;
 import com.unis.crm.dto.work.CreateWorkCheckInRequest;
 import com.unis.crm.dto.work.CreateWorkDailyReportRequest;
+import com.unis.crm.dto.work.WorkCheckInExportDTO;
+import com.unis.crm.dto.work.WorkDailyReportExportDTO;
 import com.unis.crm.dto.work.WorkHistoryItemDTO;
 import com.unis.crm.dto.work.WorkHistoryPageDTO;
 import com.unis.crm.mapper.ProfileMapper;
@@ -135,6 +137,53 @@ class WorkServiceImplTest {
         assertEquals("当前角色仅可查看打卡历史记录", exception.getMessage());
     }
 
+    @Test
+    void exportCheckIns_shouldCleanPhotoMetadata() {
+        WorkCheckInExportDTO row = new WorkCheckInExportDTO();
+        row.setRemark("已完成现场拜访\n[[CHECKIN_PHOTOS]]/api/work/checkin-photos/a.jpg||/api/work/checkin-photos/b.jpg[[/CHECKIN_PHOTOS]]");
+        when(workMapper.selectCheckInExportRows(null, null, null, null, null, null, 5000))
+                .thenReturn(List.of(row));
+
+        List<WorkCheckInExportDTO> result = workService.exportCheckIns(17L, null, null, null, null, null, null);
+
+        assertEquals(1, result.size());
+        assertEquals("已完成现场拜访", result.get(0).getRemark());
+        assertEquals(List.of("/api/work/checkin-photos/a.jpg", "/api/work/checkin-photos/b.jpg"), result.get(0).getPhotoUrls());
+    }
+
+    @Test
+    void exportDailyReports_shouldCleanMetadataAndFilterByBizType() {
+        WorkDailyReportExportDTO opportunityReport = new WorkDailyReportExportDTO();
+        opportunityReport.setWorkContent("""
+                1. 2026-04-02 跟进商机“项目A”：项目最新进展：推进中；后续规划：继续推进
+                [[WORK_REPORT_LINES]][{"workDate":"2026-04-02","bizType":"opportunity","bizId":1,"bizName":"项目A","content":"项目最新进展：推进中\\n后续规划：继续推进","latestProgress":"推进中","nextPlan":"继续推进","editorText":"@商机 项目A\\n# 项目最新进展：推进中\\n# 后续规划：继续推进"}][[/WORK_REPORT_LINES]]
+                """);
+        opportunityReport.setTomorrowPlan("""
+                1. 跟进客户
+                [[WORK_PLAN_ITEMS]][{"content":"跟进客户"}][[/WORK_PLAN_ITEMS]]
+                """);
+        WorkDailyReportExportDTO salesReport = new WorkDailyReportExportDTO();
+        salesReport.setWorkContent("""
+                1. 2026-04-02 跟进销售拓展“张三”：沟通内容：已沟通
+                [[WORK_REPORT_LINES]][{"workDate":"2026-04-02","bizType":"sales","bizId":2,"bizName":"张三","content":"沟通内容：已沟通","evaluationContent":"已沟通"}][[/WORK_REPORT_LINES]]
+                """);
+        salesReport.setTomorrowPlan("""
+                1. 继续沟通
+                [[WORK_PLAN_ITEMS]][{"content":"继续沟通"}][[/WORK_PLAN_ITEMS]]
+                """);
+        when(workMapper.selectDailyReportExportRows(null, null, null, null, null, 5000))
+                .thenReturn(List.of(opportunityReport, salesReport));
+
+        List<WorkDailyReportExportDTO> result = workService.exportDailyReports(17L, null, null, null, null, "opportunity", null);
+
+        assertEquals(1, result.size());
+        assertEquals("1. 2026-04-02 跟进商机“项目A”：项目最新进展：推进中；后续规划：继续推进", result.get(0).getWorkContent());
+        assertEquals(1, result.get(0).getLineItems().size());
+        assertEquals("项目A", result.get(0).getLineItems().get(0).getBizName());
+        assertEquals(1, result.get(0).getPlanItems().size());
+        assertEquals("跟进客户", result.get(0).getPlanItems().get(0).getContent());
+    }
+
     private WorkHistoryItemDTO historyItem(Long id, String type, String date, String time, String content) {
         WorkHistoryItemDTO item = new WorkHistoryItemDTO();
         item.setId(id);
diff --git a/backend/src/test/resources/mockito-extensions/org.mockito.plugins.MockMaker b/backend/src/test/resources/mockito-extensions/org.mockito.plugins.MockMaker
new file mode 100644
index 00000000..fdbd0b15
--- /dev/null
+++ b/backend/src/test/resources/mockito-extensions/org.mockito.plugins.MockMaker
@@ -0,0 +1 @@
+mock-maker-subclass
diff --git a/frontend/src/lib/auth.ts b/frontend/src/lib/auth.ts
index 7e939a14..ae33bb3f 100644
--- a/frontend/src/lib/auth.ts
+++ b/frontend/src/lib/auth.ts
@@ -180,6 +180,42 @@ export interface WorkHistoryItem {
   photoUrls?: string[];
 }
 
+export interface WorkCheckInExportRow {
+  checkinDate?: string;
+  checkinTime?: string;
+  userName?: string;
+  deptName?: string;
+  bizType?: "sales" | "channel" | "opportunity" | string;
+  bizName?: string;
+  locationText?: string;
+  longitude?: number;
+  latitude?: number;
+  photoUrls?: string[];
+  remark?: string;
+  status?: string;
+  createdAt?: string;
+  updatedAt?: string;
+}
+
+export interface WorkDailyReportExportRow {
+  reportDate?: string;
+  submitTime?: string;
+  userName?: string;
+  deptName?: string;
+  sourceType?: string;
+  status?: string;
+  workContent?: string;
+  tomorrowPlan?: string;
+  score?: number;
+  comment?: string;
+  reviewerName?: string;
+  reviewedAt?: string;
+  createdAt?: string;
+  updatedAt?: string;
+  lineItems?: WorkReportLineItem[];
+  planItems?: WorkTomorrowPlanItem[];
+}
+
 export interface WorkOverview {
   todayCheckIn?: WorkCheckIn;
   todayReport?: WorkDailyReport;
@@ -194,6 +230,15 @@ export interface WorkHistoryPage {
   size?: number;
 }
 
+export interface WorkExportQuery {
+  startDate?: string;
+  endDate?: string;
+  keyword?: string;
+  deptName?: string;
+  bizType?: string;
+  status?: string;
+}
+
 export interface CreateWorkCheckInPayload {
   locationText: string;
   remark?: string;
@@ -836,6 +881,26 @@ export async function getWorkHistory(type: "checkin" | "report", page = 1, size
   return request<WorkHistoryPage>(`/api/work/history?${params.toString()}`, undefined, true);
 }
 
+function buildWorkExportQuery(params?: WorkExportQuery) {
+  const searchParams = new URLSearchParams();
+  Object.entries(params ?? {}).forEach(([key, value]) => {
+    const normalized = value?.trim();
+    if (normalized) {
+      searchParams.set(key, normalized);
+    }
+  });
+  const query = searchParams.toString();
+  return query ? `?${query}` : "";
+}
+
+export async function getWorkCheckInExportData(params?: WorkExportQuery) {
+  return request<WorkCheckInExportRow[]>(`/api/work/checkins/export-data${buildWorkExportQuery(params)}`, undefined, true);
+}
+
+export async function getWorkDailyReportExportData(params?: WorkExportQuery) {
+  return request<WorkDailyReportExportRow[]>(`/api/work/daily-reports/export-data${buildWorkExportQuery(params)}`, undefined, true);
+}
+
 export async function reverseWorkGeocode(latitude: number, longitude: number) {
   return request<string>(`/api/work/reverse-geocode?lat=${latitude}&lon=${longitude}`, undefined, true);
 }
diff --git a/frontend/src/pages/Expansion.tsx b/frontend/src/pages/Expansion.tsx
index e7bb2a5a..e78bebdf 100644
--- a/frontend/src/pages/Expansion.tsx
+++ b/frontend/src/pages/Expansion.tsx
@@ -29,6 +29,20 @@ import { cn } from "@/lib/utils";
 
 type ExpansionItem = SalesExpansionItem | ChannelExpansionItem;
 type ExpansionTab = "sales" | "channel";
+type ExpansionExportFilters = {
+  keyword?: string;
+  intent?: string;
+  officeName?: string;
+  industry?: string;
+  employmentStatus?: string;
+  province?: string;
+  certificationLevel?: string;
+  channelIndustry?: string;
+  channelAttribute?: string;
+  establishedStartDate?: string;
+  establishedEndDate?: string;
+  hasRelatedProject?: string;
+};
 type SalesCreateField =
   | "employeeNo"
   | "officeName"
@@ -137,6 +151,131 @@ function normalizeExportText(value?: string | number | boolean | null) {
   return normalized;
 }
 
+function normalizeExportFilterText(value?: string | number | boolean | null) {
+  return normalizeExportText(value).toLowerCase();
+}
+
+function matchesExportKeyword(value: string, keyword?: string) {
+  const normalizedKeyword = normalizeExportFilterText(keyword);
+  return !normalizedKeyword || value.toLowerCase().includes(normalizedKeyword);
+}
+
+function matchesTextFilter(value: string | undefined, filterValue?: string) {
+  const normalizedFilter = normalizeExportFilterText(filterValue);
+  if (!normalizedFilter) {
+    return true;
+  }
+  return normalizeExportFilterText(value).includes(normalizedFilter);
+}
+
+function matchesDateRange(value?: string, startDate?: string, endDate?: string) {
+  const normalizedValue = normalizeExportText(value).slice(0, 10);
+  if (!normalizedValue) {
+    return !startDate && !endDate;
+  }
+  if (startDate && normalizedValue < startDate) {
+    return false;
+  }
+  if (endDate && normalizedValue > endDate) {
+    return false;
+  }
+  return true;
+}
+
+function hasRelatedProjects(projects?: Array<{ amount?: number }>) {
+  return Boolean(projects?.length);
+}
+
+function matchesRelatedProjectFilter(projects: Array<{ amount?: number }> | undefined, filterValue?: string) {
+  if (filterValue === "yes") {
+    return hasRelatedProjects(projects);
+  }
+  if (filterValue === "no") {
+    return !hasRelatedProjects(projects);
+  }
+  return true;
+}
+
+function matchesSalesExportFilters(item: SalesExpansionItem, filters: ExpansionExportFilters) {
+  const keywordText = [
+    item.employeeNo,
+    item.name,
+    item.owner,
+    item.phone,
+    item.officeName,
+    item.dept,
+    item.title,
+    item.industry,
+    item.intent,
+    item.relatedProjects?.map((project) => `${project.opportunityCode ?? ""} ${project.opportunityName ?? ""}`).join(" "),
+    item.followUps?.map((followUp) => `${followUp.content ?? ""} ${followUp.evaluationContent ?? ""} ${followUp.nextPlan ?? ""}`).join(" "),
+  ].map(normalizeExportText).filter(Boolean).join(" ");
+
+  if (!matchesExportKeyword(keywordText, filters.keyword)) {
+    return false;
+  }
+  if (!matchesTextFilter(item.intent || item.intentLevel, filters.intent)) {
+    return false;
+  }
+  if (!matchesTextFilter(item.officeName, filters.officeName)) {
+    return false;
+  }
+  if (!matchesTextFilter(item.industry, filters.industry)) {
+    return false;
+  }
+  if (filters.employmentStatus === "active" && item.active !== true && item.employmentStatus !== "active") {
+    return false;
+  }
+  if (filters.employmentStatus === "inactive" && item.active !== false && item.employmentStatus !== "inactive") {
+    return false;
+  }
+  return matchesRelatedProjectFilter(item.relatedProjects, filters.hasRelatedProject);
+}
+
+function matchesChannelExportFilters(item: ChannelExpansionItem, filters: ExpansionExportFilters) {
+  const keywordText = [
+    item.channelCode,
+    item.name,
+    item.owner,
+    item.province,
+    item.city,
+    item.officeAddress,
+    item.certificationLevel,
+    item.channelIndustry,
+    item.channelAttribute,
+    item.internalAttribute,
+    item.intent,
+    item.primaryContactName,
+    item.primaryContactMobile,
+    item.contacts?.map((contact) => `${contact.name ?? ""} ${contact.mobile ?? ""} ${contact.title ?? ""}`).join(" "),
+    item.relatedProjects?.map((project) => `${project.opportunityCode ?? ""} ${project.opportunityName ?? ""}`).join(" "),
+    item.followUps?.map((followUp) => `${followUp.content ?? ""} ${followUp.evaluationContent ?? ""} ${followUp.nextPlan ?? ""}`).join(" "),
+  ].map(normalizeExportText).filter(Boolean).join(" ");
+
+  if (!matchesExportKeyword(keywordText, filters.keyword)) {
+    return false;
+  }
+  if (!matchesTextFilter(item.intent || item.intentLevel, filters.intent)) {
+    return false;
+  }
+  if (!matchesTextFilter(item.province, filters.province)) {
+    return false;
+  }
+  if (!matchesTextFilter(item.certificationLevel, filters.certificationLevel)) {
+    return false;
+  }
+  if (!matchesTextFilter(item.channelIndustry, filters.channelIndustry)) {
+    return false;
+  }
+  if (!matchesTextFilter(item.channelAttribute, filters.channelAttribute)) {
+    return false;
+  }
+  if (!matchesDateRange(item.establishedDate, filters.establishedStartDate, filters.establishedEndDate)) {
+    return false;
+  }
+  return matchesRelatedProjectFilter(item.relatedProjects, filters.hasRelatedProject);
+}
+
 function formatExportBoolean(value?: boolean, trueLabel = "是", falseLabel = "否") {
   if (value === null || value === undefined) {
     return "";
@@ -568,6 +707,248 @@ function RequiredMark() {
   return <span className="ml-1 text-rose-500">*</span>;
 }
 
+function ExpansionExportFilterModal({
+  activeTab,
+  initialFilters,
+  exporting,
+  exportError,
+  officeOptions,
+  industryOptions,
+  provinceOptions,
+  certificationLevelOptions,
+  channelAttributeOptions,
+  onClose,
+  onConfirm,
+}: {
+  activeTab: ExpansionTab;
+  initialFilters: ExpansionExportFilters;
+  exporting: boolean;
+  exportError: string;
+  officeOptions: ExpansionDictOption[];
+  industryOptions: ExpansionDictOption[];
+  provinceOptions: ExpansionDictOption[];
+  certificationLevelOptions: ExpansionDictOption[];
+  channelAttributeOptions: ExpansionDictOption[];
+  onClose: () => void;
+  onConfirm: (filters: ExpansionExportFilters) => void;
+}) {
+  const [draftFilters, setDraftFilters] = useState<ExpansionExportFilters>(initialFilters);
+  const isSalesTab = activeTab === "sales";
+  const hasDraftFilters = Boolean(
+    draftFilters.keyword
+      || draftFilters.intent
+      || draftFilters.officeName
+      || draftFilters.industry
+      || draftFilters.employmentStatus
+      || draftFilters.province
+      || draftFilters.certificationLevel
+      || draftFilters.channelIndustry
+      || draftFilters.channelAttribute
+      || draftFilters.establishedStartDate
+      || draftFilters.establishedEndDate
+      || draftFilters.hasRelatedProject,
+  );
+  const handleFilterChange = (key: keyof ExpansionExportFilters, value: string) => {
+    setDraftFilters((current) => ({ ...current, [key]: value }));
+  };
+  const renderOption = (option: ExpansionDictOption) => {
+    const value = option.label || option.value || "";
+    return value ? <option key={value} value={value}>{value}</option> : null;
+  };
+  const toSearchableOptions = (options: ExpansionDictOption[], allLabel: string) => [
+    { value: "", label: allLabel },
+    ...options
+      .map((option) => {
+        const value = option.label || option.value || "";
+        return value ? { value, label: value } : null;
+      })
+      .filter((option): option is { value: string; label: string } => Boolean(option)),
+  ];
+
+  return (
+    <ModalShell
+      title={`导出${isSalesTab ? "销售人员拓展" : "渠道拓展"}记录`}
+      subtitle="选择条件后导出 Excel；不填条件则导出全部可见权限范围内的数据。"
+      onClose={onClose}
+      footer={(
+        <div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-between">
+          <button
+            type="button"
+            onClick={() => setDraftFilters({})}
+            disabled={!hasDraftFilters}
+            className="crm-btn crm-btn-secondary disabled:cursor-not-allowed disabled:opacity-60"
+          >
+            清空条件
+          </button>
+          <button
+            type="button"
+            onClick={() => onConfirm(draftFilters)}
+            disabled={exporting}
+            className="crm-btn crm-btn-primary disabled:cursor-not-allowed disabled:opacity-60"
+          >
+            {exporting ? "导出中..." : "确认导出"}
+          </button>
+        </div>
+      )}
+    >
+      <div className="grid grid-cols-1 gap-3 sm:grid-cols-2">
+        <label className="space-y-1.5 sm:col-span-2">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">关键词</span>
+          <input
+            value={draftFilters.keyword ?? ""}
+            onChange={(event) => handleFilterChange("keyword", event.target.value)}
+            placeholder={isSalesTab ? "搜索姓名、工号、电话、行业、项目" : "搜索渠道、联系人、地区、项目"}
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+          />
+        </label>
+        <label className="space-y-1.5">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">合作意向</span>
+          <AdaptiveSelect
+            value={draftFilters.intent ?? ""}
+            options={[
+              { value: "", label: "全部合作意向" },
+              { value: "高", label: "高意向" },
+              { value: "中", label: "中意向" },
+              { value: "低", label: "低意向" },
+            ]}
+            placeholder="全部合作意向"
+            sheetTitle="选择合作意向"
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+            onChange={(value) => handleFilterChange("intent", value)}
+          />
+        </label>
+        <label className="space-y-1.5">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">关联项目</span>
+          <AdaptiveSelect
+            value={draftFilters.hasRelatedProject ?? ""}
+            options={[
+              { value: "", label: "全部" },
+              { value: "yes", label: "有关联项目" },
+              { value: "no", label: "无关联项目" },
+            ]}
+            placeholder="全部"
+            sheetTitle="选择关联项目"
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+            onChange={(value) => handleFilterChange("hasRelatedProject", value)}
+          />
+        </label>
+
+        {isSalesTab ? (
+          <>
+            <label className="space-y-1.5">
+              <span className="text-sm font-medium text-slate-700 dark:text-slate-300">代表处 / 办事处</span>
+              <AdaptiveSelect
+                value={draftFilters.officeName ?? ""}
+                options={toSearchableOptions(officeOptions, "全部代表处 / 办事处")}
+                placeholder="全部代表处 / 办事处"
+                sheetTitle="选择代表处 / 办事处"
+                searchable
+                searchPlaceholder="搜索代表处 / 办事处"
+                className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+                onChange={(value) => handleFilterChange("officeName", value)}
+              />
+            </label>
+            <label className="space-y-1.5">
+              <span className="text-sm font-medium text-slate-700 dark:text-slate-300">所属行业</span>
+              <AdaptiveSelect
+                value={draftFilters.industry ?? ""}
+                options={toSearchableOptions(industryOptions, "全部行业")}
+                placeholder="全部行业"
+                sheetTitle="选择所属行业"
+                className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+                onChange={(value) => handleFilterChange("industry", value)}
+              />
+            </label>
+            <label className="space-y-1.5 sm:col-span-2">
+              <span className="text-sm font-medium text-slate-700 dark:text-slate-300">销售是否在职</span>
+              <AdaptiveSelect
+                value={draftFilters.employmentStatus ?? ""}
+                options={[
+                  { value: "", label: "全部" },
+                  { value: "active", label: "在职" },
+                  { value: "inactive", label: "离职" },
+                ]}
+                placeholder="全部"
+                sheetTitle="选择在职状态"
+                className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+                onChange={(value) => handleFilterChange("employmentStatus", value)}
+              />
+            </label>
+          </>
+        ) : (
+          <>
+            <label className="space-y-1.5">
+              <span className="text-sm font-medium text-slate-700 dark:text-slate-300">省份</span>
+              <AdaptiveSelect
+                value={draftFilters.province ?? ""}
+                options={toSearchableOptions(provinceOptions, "全部省份")}
+                placeholder="全部省份"
+                sheetTitle="选择省份"
+                searchable
+                searchPlaceholder="搜索省份"
+                className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+                onChange={(value) => handleFilterChange("province", value)}
+              />
+            </label>
+            <label className="space-y-1.5">
+              <span className="text-sm font-medium text-slate-700 dark:text-slate-300">认证级别</span>
+              <AdaptiveSelect
+                value={draftFilters.certificationLevel ?? ""}
+                options={toSearchableOptions(certificationLevelOptions, "全部认证级别")}
+                placeholder="全部认证级别"
+                sheetTitle="选择认证级别"
+                className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+                onChange={(value) => handleFilterChange("certificationLevel", value)}
+              />
+            </label>
+            <label className="space-y-1.5">
+              <span className="text-sm font-medium text-slate-700 dark:text-slate-300">聚焦行业</span>
+              <AdaptiveSelect
+                value={draftFilters.channelIndustry ?? ""}
+                options={toSearchableOptions(industryOptions, "全部行业")}
+                placeholder="全部行业"
+                sheetTitle="选择聚焦行业"
+                className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+                onChange={(value) => handleFilterChange("channelIndustry", value)}
+              />
+            </label>
+            <label className="space-y-1.5">
+              <span className="text-sm font-medium text-slate-700 dark:text-slate-300">渠道属性</span>
+              <AdaptiveSelect
+                value={draftFilters.channelAttribute ?? ""}
+                options={toSearchableOptions(channelAttributeOptions, "全部渠道属性")}
+                placeholder="全部渠道属性"
+                sheetTitle="选择渠道属性"
+                className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+                onChange={(value) => handleFilterChange("channelAttribute", value)}
+              />
+            </label>
+            <label className="space-y-1.5">
+              <span className="text-sm font-medium text-slate-700 dark:text-slate-300">建立联系开始日期</span>
+              <input
+                type="date"
+                value={draftFilters.establishedStartDate ?? ""}
+                onChange={(event) => handleFilterChange("establishedStartDate", event.target.value)}
+                className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+              />
+            </label>
+            <label className="space-y-1.5">
+              <span className="text-sm font-medium text-slate-700 dark:text-slate-300">建立联系结束日期</span>
+              <input
+                type="date"
+                value={draftFilters.establishedEndDate ?? ""}
+                onChange={(event) => handleFilterChange("establishedEndDate", event.target.value)}
+                className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+              />
+            </label>
+          </>
+        )}
+      </div>
+      {exportError ? <div className="crm-alert crm-alert-error mt-4">{exportError}</div> : null}
+    </ModalShell>
+  );
+}
+
 export default function Expansion() {
   const currentUserId = getStoredCurrentUserId();
   const location = useLocation();
@@ -595,6 +976,8 @@ export default function Expansion() {
   const [editOpen, setEditOpen] = useState(false);
   const [submitting, setSubmitting] = useState(false);
   const [exporting, setExporting] = useState(false);
+  const [exportFilterOpen, setExportFilterOpen] = useState(false);
+  const [exportFilters, setExportFilters] = useState<ExpansionExportFilters>({});
   const [salesDuplicateChecking, setSalesDuplicateChecking] = useState(false);
   const [channelDuplicateChecking, setChannelDuplicateChecking] = useState(false);
   const [createError, setCreateError] = useState("");
@@ -616,7 +999,7 @@ export default function Expansion() {
   const [channelForm, setChannelForm] = useState<CreateChannelExpansionPayload>(defaultChannelForm);
   const [editSalesForm, setEditSalesForm] = useState<CreateSalesExpansionPayload>(defaultSalesForm);
   const [editChannelForm, setEditChannelForm] = useState<CreateChannelExpansionPayload>(defaultChannelForm);
-  const hasForegroundModal = createOpen || editOpen;
+  const hasForegroundModal = createOpen || editOpen || exportFilterOpen;
 
   const loadMeta = useCallback(async () => {
     const data = await getExpansionMeta();
@@ -1170,27 +1553,30 @@ export default function Expansion() {
     setExportError("");
   };
 
-  const handleExport = async () => {
+  const handleExport = async (filters: ExpansionExportFilters) => {
     if (exporting) {
       return;
     }
 
     const isSalesTab = activeTab === "sales";
-    const items = isSalesTab ? salesData : channelData;
-    if (items.length <= 0) {
-      setExportError(`当前${isSalesTab ? "销售人员拓展" : "渠道拓展"}暂无可导出数据`);
-      return;
-    }
-
     setExporting(true);
     setExportError("");
+    setExportFilters(filters);
 
     try {
+      const overview = await getExpansionOverview("");
+      const exportSalesItems = dedupeExpansionItemsById(overview.salesItems ?? []).filter((item) => matchesSalesExportFilters(item, filters));
+      const exportChannelItems = dedupeExpansionItemsById(overview.channelItems ?? []).filter((item) => matchesChannelExportFilters(item, filters));
+      const exportItems = isSalesTab ? exportSalesItems : exportChannelItems;
+      if (exportItems.length <= 0) {
+        throw new Error(`当前筛选条件下暂无可导出的${isSalesTab ? "销售人员拓展" : "渠道拓展"}数据`);
+      }
+
       const ExcelJS = await import("exceljs");
       const workbook = new ExcelJS.Workbook();
       const worksheet = workbook.addWorksheet(isSalesTab ? "销售人员拓展" : "渠道拓展");
-      const headers = isSalesTab ? buildSalesExportHeaders(salesData) : buildChannelExportHeaders(channelData);
-      const rows = isSalesTab ? buildSalesExportData(salesData) : buildChannelExportData(channelData);
+      const headers = isSalesTab ? buildSalesExportHeaders(exportSalesItems) : buildChannelExportHeaders(exportChannelItems);
+      const rows = isSalesTab ? buildSalesExportData(exportSalesItems) : buildChannelExportData(exportChannelItems);
 
       worksheet.addRow(headers);
       rows.forEach((row) => {
@@ -1242,6 +1628,7 @@ export default function Expansion() {
       const buffer = await workbook.xlsx.writeBuffer();
       const filename = `${isSalesTab ? "销售人员拓展" : "渠道拓展"}_${formatExportFilenameTime()}.xlsx`;
       downloadExcelFile(filename, buffer);
+      setExportFilterOpen(false);
     } catch (error) {
       setExportError(error instanceof Error ? error.message : "导出失败，请稍后重试");
     } finally {
@@ -1626,7 +2013,10 @@ export default function Expansion() {
         </div>
         <div className="flex items-center gap-2">
           <button
-            onClick={handleExport}
+            onClick={() => {
+              setExportError("");
+              setExportFilterOpen(true);
+            }}
             disabled={exporting}
             className={cn("crm-btn-sm crm-btn-secondary flex items-center gap-2 disabled:cursor-not-allowed disabled:opacity-60", disableMobileMotion ? "active:scale-100" : "active:scale-95")}
           >
@@ -1803,6 +2193,22 @@ export default function Expansion() {
       </div>
 
       <AnimatePresence>
+        {exportFilterOpen && (
+          <ExpansionExportFilterModal
+            activeTab={activeTab}
+            initialFilters={exportFilters}
+            exporting={exporting}
+            exportError={exportError}
+            officeOptions={officeOptions}
+            industryOptions={industryOptions}
+            provinceOptions={provinceOptions}
+            certificationLevelOptions={certificationLevelOptions}
+            channelAttributeOptions={channelAttributeOptions}
+            onClose={() => setExportFilterOpen(false)}
+            onConfirm={(filters) => void handleExport(filters)}
+          />
+        )}
+
         {createOpen && (
           <ModalShell
             title={`新增${activeTab === "sales" ? "销售人员拓展" : "渠道拓展"}`}
diff --git a/frontend/src/pages/Opportunities.tsx b/frontend/src/pages/Opportunities.tsx
index 0c4529b8..39ae515c 100644
--- a/frontend/src/pages/Opportunities.tsx
+++ b/frontend/src/pages/Opportunities.tsx
@@ -34,6 +34,18 @@ const COMPETITOR_OPTIONS = [
 type CompetitorOption = (typeof COMPETITOR_OPTIONS)[number];
 type OperatorMode = "none" | "h3c" | "channel" | "both";
 type OpportunityArchiveTab = "active" | "archived";
+type OpportunityExportFilters = {
+  keyword?: string;
+  expectedStartDate?: string;
+  expectedEndDate?: string;
+  stage?: string;
+  confidence?: string;
+  projectLocation?: string;
+  opportunityType?: string;
+  operatorName?: string;
+  hasSalesExpansion?: string;
+  hasChannelExpansion?: string;
+};
 type OpportunityField =
   | "projectLocation"
   | "opportunityName"
@@ -106,6 +118,94 @@ function formatOpportunityExportFilenameTime(date = new Date()) {
   return `${year}${month}${day}_${hours}${minutes}${seconds}`;
 }
 
+function normalizeOpportunityExportFilterText(value?: string | number | boolean | null) {
+  return normalizeOpportunityExportText(value).toLowerCase();
+}
+
+function matchesOpportunityExportKeyword(value: string, keyword?: string) {
+  const normalizedKeyword = normalizeOpportunityExportFilterText(keyword);
+  return !normalizedKeyword || value.toLowerCase().includes(normalizedKeyword);
+}
+
+function matchesOpportunityTextFilter(values: Array<string | number | boolean | null | undefined>, filterValue?: string) {
+  const normalizedFilter = normalizeOpportunityExportFilterText(filterValue);
+  if (!normalizedFilter) {
+    return true;
+  }
+  return values.some((value) => normalizeOpportunityExportFilterText(value).includes(normalizedFilter));
+}
+
+function matchesOpportunityDateRange(value?: string, startDate?: string, endDate?: string) {
+  const normalizedValue = normalizeOpportunityExportText(value).slice(0, 10);
+  if (!normalizedValue) {
+    return !startDate && !endDate;
+  }
+  if (startDate && normalizedValue < startDate) {
+    return false;
+  }
+  if (endDate && normalizedValue > endDate) {
+    return false;
+  }
+  return true;
+}
+
+function matchesOpportunityRelationFilter(hasRelation: boolean, filterValue?: string) {
+  if (filterValue === "yes") {
+    return hasRelation;
+  }
+  if (filterValue === "no") {
+    return !hasRelation;
+  }
+  return true;
+}
+
+function matchesOpportunityExportFilters(item: OpportunityItem, filters: OpportunityExportFilters) {
+  const keywordText = [
+    item.code,
+    item.name,
+    item.client,
+    item.owner,
+    item.projectLocation,
+    item.operatorName,
+    item.stage,
+    item.type,
+    item.salesExpansionName,
+    item.channelExpansionName,
+    item.preSalesName,
+    item.competitorName,
+    item.latestProgress,
+    item.nextPlan,
+    item.notes,
+    item.followUps?.map((followUp) => `${followUp.content ?? ""} ${followUp.latestProgress ?? ""} ${followUp.nextAction ?? ""}`).join(" "),
+  ].map(normalizeOpportunityExportText).filter(Boolean).join(" ");
+
+  if (!matchesOpportunityExportKeyword(keywordText, filters.keyword)) {
+    return false;
+  }
+  if (!matchesOpportunityDateRange(item.date, filters.expectedStartDate, filters.expectedEndDate)) {
+    return false;
+  }
+  if (!matchesOpportunityTextFilter([item.stageCode, item.stage], filters.stage)) {
+    return false;
+  }
+  if (filters.confidence && normalizeConfidenceGrade(item.confidence) !== filters.confidence) {
+    return false;
+  }
+  if (!matchesOpportunityTextFilter([item.projectLocation], filters.projectLocation)) {
+    return false;
+  }
+  if (!matchesOpportunityTextFilter([item.type], filters.opportunityType)) {
+    return false;
+  }
+  if (!matchesOpportunityTextFilter([item.operatorCode, item.operatorName], filters.operatorName)) {
+    return false;
+  }
+  if (!matchesOpportunityRelationFilter(Boolean(item.salesExpansionId || item.salesExpansionName), filters.hasSalesExpansion)) {
+    return false;
+  }
+  return matchesOpportunityRelationFilter(Boolean(item.channelExpansionId || item.channelExpansionName), filters.hasChannelExpansion);
+}
+
 function toFormFromItem(item: OpportunityItem): CreateOpportunityPayload {
   return {
     opportunityName: item.name || "",
@@ -447,6 +547,211 @@ function DetailItem({
   );
 }
 
+function OpportunityExportFilterModal({
+  initialFilters,
+  exporting,
+  exportError,
+  archiveTab,
+  stageOptions,
+  projectLocationOptions,
+  opportunityTypeOptions,
+  operatorOptions,
+  onClose,
+  onConfirm,
+}: {
+  initialFilters: OpportunityExportFilters;
+  exporting: boolean;
+  exportError: string;
+  archiveTab: OpportunityArchiveTab;
+  stageOptions: OpportunityDictOption[];
+  projectLocationOptions: OpportunityDictOption[];
+  opportunityTypeOptions: OpportunityDictOption[];
+  operatorOptions: OpportunityDictOption[];
+  onClose: () => void;
+  onConfirm: (filters: OpportunityExportFilters) => void;
+}) {
+  const [draftFilters, setDraftFilters] = useState<OpportunityExportFilters>(initialFilters);
+  const hasDraftFilters = Boolean(
+    draftFilters.keyword
+      || draftFilters.expectedStartDate
+      || draftFilters.expectedEndDate
+      || draftFilters.stage
+      || draftFilters.confidence
+      || draftFilters.projectLocation
+      || draftFilters.opportunityType
+      || draftFilters.operatorName
+      || draftFilters.hasSalesExpansion
+      || draftFilters.hasChannelExpansion,
+  );
+  const handleFilterChange = (key: keyof OpportunityExportFilters, value: string) => {
+    setDraftFilters((current) => ({ ...current, [key]: value }));
+  };
+  const renderOption = (option: OpportunityDictOption) => {
+    const value = option.value || option.label || "";
+    const label = option.label || option.value || "";
+    return value ? <option key={value} value={value}>{label}</option> : null;
+  };
+  const toSearchableOptions = (options: OpportunityDictOption[], allLabel: string) => [
+    { value: "", label: allLabel },
+    ...options
+      .map((option) => {
+        const value = option.value || option.label || "";
+        const label = option.label || option.value || "";
+        return value ? { value, label } : null;
+      })
+      .filter((option): option is { value: string; label: string } => Boolean(option)),
+  ];
+
+  return (
+    <ModalShell
+      title={`导出${archiveTab === "active" ? "未归档" : "已归档"}商机`}
+      subtitle="选择条件后导出 Excel；不填条件则导出当前归档页签下的全部可见商机。"
+      onClose={onClose}
+      footer={(
+        <div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-between">
+          <button
+            type="button"
+            onClick={() => setDraftFilters({})}
+            disabled={!hasDraftFilters}
+            className="crm-btn crm-btn-secondary disabled:cursor-not-allowed disabled:opacity-60"
+          >
+            清空条件
+          </button>
+          <button
+            type="button"
+            onClick={() => onConfirm(draftFilters)}
+            disabled={exporting}
+            className="crm-btn crm-btn-primary disabled:cursor-not-allowed disabled:opacity-60"
+          >
+            {exporting ? "导出中..." : "确认导出"}
+          </button>
+        </div>
+      )}
+    >
+      <div className="grid grid-cols-1 gap-3 sm:grid-cols-2">
+        <label className="space-y-1.5 sm:col-span-2">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">关键词</span>
+          <input
+            value={draftFilters.keyword ?? ""}
+            onChange={(event) => handleFilterChange("keyword", event.target.value)}
+            placeholder="搜索项目编号、项目名称、最终用户、负责人、售前"
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+          />
+        </label>
+        <label className="space-y-1.5">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">预计下单开始日期</span>
+          <input
+            type="date"
+            value={draftFilters.expectedStartDate ?? ""}
+            onChange={(event) => handleFilterChange("expectedStartDate", event.target.value)}
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+          />
+        </label>
+        <label className="space-y-1.5">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">预计下单结束日期</span>
+          <input
+            type="date"
+            value={draftFilters.expectedEndDate ?? ""}
+            onChange={(event) => handleFilterChange("expectedEndDate", event.target.value)}
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+          />
+        </label>
+        <label className="space-y-1.5">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">项目阶段</span>
+          <AdaptiveSelect
+            value={draftFilters.stage ?? ""}
+            options={toSearchableOptions(stageOptions, "全部阶段")}
+            placeholder="全部阶段"
+            sheetTitle="选择项目阶段"
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+            onChange={(value) => handleFilterChange("stage", value)}
+          />
+        </label>
+        <label className="space-y-1.5">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">项目把握度</span>
+          <AdaptiveSelect
+            value={draftFilters.confidence ?? ""}
+            options={[
+              { value: "", label: "全部把握度" },
+              ...CONFIDENCE_OPTIONS.map((option) => ({ value: option.value, label: option.label })),
+            ]}
+            placeholder="全部把握度"
+            sheetTitle="选择项目把握度"
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+            onChange={(value) => handleFilterChange("confidence", value)}
+          />
+        </label>
+        <label className="space-y-1.5">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">项目地</span>
+          <AdaptiveSelect
+            value={draftFilters.projectLocation ?? ""}
+            options={toSearchableOptions(projectLocationOptions, "全部项目地")}
+            placeholder="全部项目地"
+            sheetTitle="选择项目地"
+            searchable
+            searchPlaceholder="搜索项目地"
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+            onChange={(value) => handleFilterChange("projectLocation", value)}
+          />
+        </label>
+        <label className="space-y-1.5">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">建设类型</span>
+          <AdaptiveSelect
+            value={draftFilters.opportunityType ?? ""}
+            options={toSearchableOptions(opportunityTypeOptions, "全部建设类型")}
+            placeholder="全部建设类型"
+            sheetTitle="选择建设类型"
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+            onChange={(value) => handleFilterChange("opportunityType", value)}
+          />
+        </label>
+        <label className="space-y-1.5 sm:col-span-2">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">运作方</span>
+          <AdaptiveSelect
+            value={draftFilters.operatorName ?? ""}
+            options={toSearchableOptions(operatorOptions, "全部运作方")}
+            placeholder="全部运作方"
+            sheetTitle="选择运作方"
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+            onChange={(value) => handleFilterChange("operatorName", value)}
+          />
+        </label>
+        <label className="space-y-1.5">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">新华三负责人</span>
+          <AdaptiveSelect
+            value={draftFilters.hasSalesExpansion ?? ""}
+            options={[
+              { value: "", label: "全部" },
+              { value: "yes", label: "已关联" },
+              { value: "no", label: "未关联" },
+            ]}
+            placeholder="全部"
+            sheetTitle="选择新华三负责人关联状态"
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+            onChange={(value) => handleFilterChange("hasSalesExpansion", value)}
+          />
+        </label>
+        <label className="space-y-1.5">
+          <span className="text-sm font-medium text-slate-700 dark:text-slate-300">拓展渠道</span>
+          <AdaptiveSelect
+            value={draftFilters.hasChannelExpansion ?? ""}
+            options={[
+              { value: "", label: "全部" },
+              { value: "yes", label: "已关联" },
+              { value: "no", label: "未关联" },
+            ]}
+            placeholder="全部"
+            sheetTitle="选择拓展渠道关联状态"
+            className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
+            onChange={(value) => handleFilterChange("hasChannelExpansion", value)}
+          />
+        </label>
+      </div>
+      {exportError ? <div className="crm-alert crm-alert-error mt-4">{exportError}</div> : null}
+    </ModalShell>
+  );
+}
+
 type SearchableOption = {
   value: number | string;
   label: string;
@@ -998,6 +1303,8 @@ export default function Opportunities() {
   const [submitting, setSubmitting] = useState(false);
   const [pushingOms, setPushingOms] = useState(false);
   const [exporting, setExporting] = useState(false);
+  const [exportFilterOpen, setExportFilterOpen] = useState(false);
+  const [exportFilters, setExportFilters] = useState<OpportunityExportFilters>({});
   const [error, setError] = useState("");
   const [exportError, setExportError] = useState("");
   const [items, setItems] = useState<OpportunityItem[]>([]);
@@ -1016,7 +1323,7 @@ export default function Opportunities() {
   const [customCompetitorName, setCustomCompetitorName] = useState("");
   const [fieldErrors, setFieldErrors] = useState<Partial<Record<OpportunityField, string>>>({});
   const [detailTab, setDetailTab] = useState<"sales" | "channel" | "followups">("sales");
-  const hasForegroundModal = createOpen || editOpen || pushConfirmOpen;
+  const hasForegroundModal = createOpen || editOpen || pushConfirmOpen || exportFilterOpen;
 
   useEffect(() => {
     let cancelled = false;
@@ -1209,20 +1516,24 @@ export default function Opportunities() {
     return "text-rose-600 dark:text-rose-400 bg-rose-50 dark:bg-rose-500/10 border-rose-200 dark:border-rose-500/20";
   };
 
-  const handleExport = async () => {
+  const handleExport = async (filters: OpportunityExportFilters) => {
     if (exporting) {
       return;
     }
 
-    if (visibleItems.length <= 0) {
-      setExportError(`当前${archiveTab === "active" ? "未归档" : "已归档"}商机暂无可导出数据`);
-      return;
-    }
-
     setExporting(true);
     setExportError("");
+    setExportFilters(filters);
 
     try {
+      const overview = await getOpportunityOverview("", "全部");
+      const exportItems = (overview.items ?? [])
+        .filter((item) => (archiveTab === "active" ? !item.archived : Boolean(item.archived)))
+        .filter((item) => matchesOpportunityExportFilters(item, filters));
+      if (exportItems.length <= 0) {
+        throw new Error(`当前筛选条件下暂无可导出的${archiveTab === "active" ? "未归档" : "已归档"}商机`);
+      }
+
       const ExcelJS = await import("exceljs");
       const workbook = new ExcelJS.Workbook();
       const worksheet = workbook.addWorksheet("商机储备");
@@ -1255,7 +1566,7 @@ export default function Opportunities() {
 
       worksheet.addRow(headers);
 
-      visibleItems.forEach((item) => {
+      exportItems.forEach((item) => {
         const relatedSales = item.salesExpansionId
           ? salesExpansionOptions.find((option) => option.id === item.salesExpansionId) ?? null
           : null;
@@ -1345,6 +1656,7 @@ export default function Opportunities() {
       const buffer = await workbook.xlsx.writeBuffer();
       const filename = `商机储备_${archiveTab === "active" ? "未归档" : "已归档"}_${formatOpportunityExportFilenameTime()}.xlsx`;
       downloadOpportunityExcelFile(filename, buffer);
+      setExportFilterOpen(false);
     } catch (exportErr) {
       setExportError(exportErr instanceof Error ? exportErr.message : "导出失败，请稍后重试");
     } finally {
@@ -1571,7 +1883,10 @@ export default function Opportunities() {
         </div>
         <div className="flex items-center gap-2">
           <button
-            onClick={() => void handleExport()}
+            onClick={() => {
+              setExportError("");
+              setExportFilterOpen(true);
+            }}
             disabled={exporting}
             className={cn("crm-btn-sm crm-btn-secondary flex items-center gap-2 disabled:cursor-not-allowed disabled:opacity-60", disableMobileMotion ? "active:scale-100" : "active:scale-95")}
           >
@@ -1735,6 +2050,21 @@ export default function Opportunities() {
       </div>
 
       <AnimatePresence>
+        {exportFilterOpen ? (
+          <OpportunityExportFilterModal
+            initialFilters={exportFilters}
+            exporting={exporting}
+            exportError={exportError}
+            archiveTab={archiveTab}
+            stageOptions={stageOptions}
+            projectLocationOptions={projectLocationOptions}
+            opportunityTypeOptions={opportunityTypeOptions}
+            operatorOptions={operatorOptions}
+            onClose={() => setExportFilterOpen(false)}
+            onConfirm={(filters) => void handleExport(filters)}
+          />
+        ) : null}
+
         {stageFilterOpen ? (
           <>
             <motion.div
diff --git a/frontend/src/pages/Work.tsx b/frontend/src/pages/Work.tsx
index a8c6fda6..e38f6c65 100644
--- a/frontend/src/pages/Work.tsx
+++ b/frontend/src/pages/Work.tsx
@@ -2,7 +2,7 @@ import { useCallback, useEffect, useMemo, useRef, useState, type ChangeEvent, ty
 import { format } from "date-fns";
 import { zhCN } from "date-fns/locale";
 import { motion } from "motion/react";
-import { ArrowUp, AtSign, Camera, CheckCircle2, ChevronDown, FileText, ListTodo, MapPin, NotebookPen, Plus, RefreshCw, Search, Send, Trash2, X } from "lucide-react";
+import { ArrowUp, AtSign, Camera, CheckCircle2, ChevronDown, Download, FileText, ListTodo, MapPin, NotebookPen, Plus, RefreshCw, Search, Send, Trash2, X } from "lucide-react";
 import { flushSync } from "react-dom";
 import { Link, Navigate, useLocation } from "react-router-dom";
 import {
@@ -10,6 +10,8 @@ import {
   getExpansionOverview,
   getOpportunityOverview,
   getProfileOverview,
+  getWorkCheckInExportData,
+  getWorkDailyReportExportData,
   refreshCurrentUser,
   getWorkHistory,
   getWorkOverview,
@@ -25,9 +27,13 @@ import {
   type SalesExpansionItem,
   type UserProfile,
   type WorkHistoryItem,
+  type WorkCheckInExportRow,
+  type WorkDailyReportExportRow,
+  type WorkExportQuery,
   type WorkReportLineItem,
   type WorkTomorrowPlanItem,
 } from "@/lib/auth";
+import { AdaptiveSelect } from "@/components/AdaptiveSelect";
 import { ProtectedImage } from "@/components/ProtectedImage";
 import { useIsMobileViewport } from "@/hooks/useIsMobileViewport";
 import { useIsWecomBrowser } from "@/hooks/useIsWecomBrowser";
@@ -124,6 +130,112 @@ function createEmptyPlanItem(): WorkTomorrowPlanItem {
   return { content: "" };
 }
 
+async function exportCheckInRowsToExcel(rows: WorkCheckInExportRow[]) {
+  const ExcelJS = await import("exceljs");
+  const workbook = new ExcelJS.Workbook();
+  const worksheet = workbook.addWorksheet("打卡记录");
+  const headers = [
+    "序号",
+    "打卡日期",
+    "打卡时间",
+    "打卡人",
+    "所属部门",
+    "关联类型",
+    "关联对象",
+    "打卡地点",
+    "现场照片",
+    "备注",
+    "打卡状态",
+  ];
+
+  worksheet.addRow(headers);
+  rows.forEach((row, index) => {
+    worksheet.addRow([
+      index + 1,
+      normalizeWorkExportText(row.checkinDate),
+      normalizeWorkExportText(row.checkinTime),
+      normalizeWorkExportText(row.userName),
+      normalizeWorkExportText(row.deptName),
+      formatWorkBizType(row.bizType),
+      normalizeWorkExportText(row.bizName),
+      normalizeWorkExportText(row.locationText),
+      row.photoUrls?.map(normalizeWorkExportText).filter(Boolean).join("\n") || "",
+      normalizeWorkExportText(row.remark),
+      formatCheckInStatus(row.status),
+    ]);
+  });
+  styleWorkExportWorksheet(worksheet, headers, ["现场照片", "备注", "打卡地点"]);
+  const buffer = await workbook.xlsx.writeBuffer();
+  await downloadWorkExcelFile(`打卡记录_${formatWorkExportFilenameTime()}.xlsx`, buffer);
+}
+
+async function exportDailyReportRowsToExcel(rows: WorkDailyReportExportRow[]) {
+  const ExcelJS = await import("exceljs");
+  const workbook = new ExcelJS.Workbook();
+  const summaryWorksheet = workbook.addWorksheet("日报汇总");
+  const detailWorksheet = workbook.addWorksheet("日报明细");
+  const summaryHeaders = [
+    "序号",
+    "日报日期",
+    "提交时间",
+    "提交人",
+    "所属部门",
+    "今日工作内容",
+    "明日工作计划",
+    "今日工作条数",
+    "明日计划条数",
+  ];
+  const detailHeaders = [
+    "序号",
+    "日报日期",
+    "提交时间",
+    "提交人",
+    "明细序号",
+    "工作日期",
+    "跟进对象类型",
+    "跟进对象名称",
+    "工作内容/项目进展",
+    "后续规划",
+  ];
+
+  summaryWorksheet.addRow(summaryHeaders);
+  detailWorksheet.addRow(detailHeaders);
+  rows.forEach((row, index) => {
+    summaryWorksheet.addRow([
+      index + 1,
+      normalizeWorkExportText(row.reportDate),
+      normalizeWorkExportText(row.submitTime),
+      normalizeWorkExportText(row.userName),
+      normalizeWorkExportText(row.deptName),
+      normalizeWorkExportText(row.workContent),
+      normalizeWorkExportText(row.tomorrowPlan),
+      row.lineItems?.length ?? 0,
+      row.planItems?.length ?? 0,
+    ]);
+
+    const lineItems = row.lineItems?.length ? row.lineItems : [undefined];
+    lineItems.forEach((lineItem, lineIndex) => {
+      detailWorksheet.addRow([
+        detailWorksheet.rowCount,
+        normalizeWorkExportText(row.reportDate),
+        normalizeWorkExportText(row.submitTime),
+        normalizeWorkExportText(row.userName),
+        lineIndex + 1,
+        normalizeWorkExportText(lineItem?.workDate),
+        formatWorkBizType(lineItem?.bizType),
+        normalizeWorkExportText(lineItem?.bizName),
+        normalizeWorkExportDetailContent(lineItem),
+        normalizeWorkExportText(lineItem?.nextPlan || extractContentByLabel(lineItem?.content, "后续规划")),
+      ]);
+    });
+  });
+
+  styleWorkExportWorksheet(summaryWorksheet, summaryHeaders, ["今日工作内容", "明日工作计划"]);
+  styleWorkExportWorksheet(detailWorksheet, detailHeaders, ["工作内容/项目进展", "后续规划"]);
+  const buffer = await workbook.xlsx.writeBuffer();
+  await downloadWorkExcelFile(`销售日报_${formatWorkExportFilenameTime()}.xlsx`, buffer);
+}
+
 function getReportStatus(status?: string) {
   if (!status) {
     return "待提交";
@@ -131,6 +243,155 @@ function getReportStatus(status?: string) {
   return status === "reviewed" || status === "已点评" ? "已点评" : "已提交";
 }
 
+function normalizeWorkExportText(value?: string | number | null) {
+  if (value === null || value === undefined) {
+    return "";
+  }
+  const normalized = String(value).replace(/\r\n/g, "\n").trim();
+  return !normalized || normalized === "无" ? "" : normalized;
+}
+
+function normalizeWorkExportDetailContent(lineItem?: WorkReportLineItem) {
+  return normalizeWorkExportText(
+    lineItem?.latestProgress
+      || extractContentByLabel(lineItem?.content, "项目最新进展")
+      || lineItem?.evaluationContent
+      || extractContentByLabel(lineItem?.content, "沟通内容")
+      || lineItem?.editorText
+      || lineItem?.content,
+  );
+}
+
+function formatWorkBizType(value?: string) {
+  if (value === "sales") {
+    return "销售人员拓展";
+  }
+  if (value === "channel") {
+    return "渠道拓展";
+  }
+  if (value === "opportunity") {
+    return "商机";
+  }
+  return normalizeWorkExportText(value);
+}
+
+function formatCheckInStatus(value?: string) {
+  if (value === "normal") {
+    return "正常";
+  }
+  if (value === "abnormal") {
+    return "异常";
+  }
+  if (value === "reissue") {
+    return "补卡";
+  }
+  if (value === "updated") {
+    return "已更新";
+  }
+  return normalizeWorkExportText(value);
+}
+
+function formatWorkExportFilenameTime(date = new Date()) {
+  const year = date.getFullYear();
+  const month = String(date.getMonth() + 1).padStart(2, "0");
+  const day = String(date.getDate()).padStart(2, "0");
+  const hours = String(date.getHours()).padStart(2, "0");
+  const minutes = String(date.getMinutes()).padStart(2, "0");
+  return `${year}${month}${day}_${hours}${minutes}`;
+}
+
+async function downloadWorkExcelFile(filename: string, content: BlobPart) {
+  const blob = new Blob([content], { type: "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet" });
+  if (shouldUseDataUrlDownloadFallback()) {
+    const dataUrl = await readBlobAsDataUrl(blob);
+    triggerWorkExcelDownload(filename, dataUrl);
+    return;
+  }
+
+  const objectUrl = window.URL.createObjectURL(blob);
+  triggerWorkExcelDownload(filename, objectUrl);
+  window.URL.revokeObjectURL(objectUrl);
+}
+
+function triggerWorkExcelDownload(filename: string, url: string) {
+  const link = document.createElement("a");
+  link.href = url;
+  link.download = filename;
+  document.body.appendChild(link);
+  link.click();
+  document.body.removeChild(link);
+}
+
+function shouldUseDataUrlDownloadFallback() {
+  if (typeof window === "undefined") {
+    return false;
+  }
+  const hostname = window.location.hostname;
+  const localHosts = new Set(["localhost", "127.0.0.1", "::1", "[::1]"]);
+  return window.location.protocol === "http:" && !localHosts.has(hostname);
+}
+
+function readBlobAsDataUrl(blob: Blob) {
+  return new Promise<string>((resolve, reject) => {
+    const reader = new FileReader();
+    reader.onload = () => {
+      if (typeof reader.result === "string") {
+        resolve(reader.result);
+      } else {
+        reject(new Error("导出文件生成失败，请稍后重试"));
+      }
+    };
+    reader.onerror = () => reject(reader.error ?? new Error("导出文件生成失败，请稍后重试"));
+    reader.readAsDataURL(blob);
+  });
+}
+
+function styleWorkExportWorksheet(worksheet: any, headers: string[], wrapHeaders: string[]) {
+  worksheet.views = [{ state: "frozen", ySplit: 1 }];
+  worksheet.getRow(1).height = 24;
+  worksheet.getRow(1).font = { bold: true };
+  worksheet.getRow(1).alignment = { vertical: "middle", horizontal: "center" };
+
+  headers.forEach((header, index) => {
+    const column = worksheet.getColumn(index + 1);
+    if (wrapHeaders.includes(header)) {
+      column.width = 32;
+    } else if (header.includes("内容") || header.includes("计划") || header.includes("地点")) {
+      column.width = 24;
+    } else if (header.includes("时间") || header.includes("日期")) {
+      column.width = 18;
+    } else {
+      column.width = 16;
+    }
+  });
+
+  worksheet.eachRow((row: any, rowNumber: number) => {
+    row.eachCell((cell: any, columnNumber: number) => {
+      cell.border = {
+        top: { style: "thin", color: { argb: "FFE2E8F0" } },
+        left: { style: "thin", color: { argb: "FFE2E8F0" } },
+        bottom: { style: "thin", color: { argb: "FFE2E8F0" } },
+        right: { style: "thin", color: { argb: "FFE2E8F0" } },
+      };
+      cell.alignment = {
+        vertical: "top",
+        horizontal: rowNumber === 1 ? "center" : "left",
+        wrapText: wrapHeaders.includes(headers[columnNumber - 1]),
+      };
+    });
+    if (rowNumber > 1) {
+      const maxLines = headers.reduce((lineCount, header, index) => {
+        if (!wrapHeaders.includes(header)) {
+          return lineCount;
+        }
+        const text = normalizeWorkExportText(row.getCell(index + 1).value as string | number | null | undefined);
+        return Math.max(lineCount, text ? text.split("\n").length : 1);
+      }, 1);
+      row.height = Math.max(22, maxLines * 16);
+    }
+  });
+}
+
 export default function Work() {
   const routerLocation = useLocation();
   const isMobileViewport = useIsMobileViewport();
@@ -163,6 +424,10 @@ export default function Work() {
   const [historyLoadingMore, setHistoryLoadingMore] = useState(false);
   const [historyHasMore, setHistoryHasMore] = useState(false);
   const [historyPage, setHistoryPage] = useState(1);
+  const [exportingHistory, setExportingHistory] = useState(false);
+  const [historyExportError, setHistoryExportError] = useState("");
+  const [historyExportFilters, setHistoryExportFilters] = useState<WorkExportQuery>({});
+  const [historyExportModalOpen, setHistoryExportModalOpen] = useState(false);
   const [showHistoryBackToTop, setShowHistoryBackToTop] = useState(false);
   const [historyPresenterFilter, setHistoryPresenterFilter] = useState("all");
   const [historyPresenterKeyword, setHistoryPresenterKeyword] = useState("");
@@ -864,6 +1129,37 @@ export default function Work() {
     }
   };
 
+  const handleHistoryExport = async (filters: WorkExportQuery) => {
+    if (exportingHistory) {
+      return;
+    }
+
+    setExportingHistory(true);
+    setHistoryExportError("");
+    setHistoryExportFilters(filters);
+
+    try {
+      if (historySection === "checkin") {
+        const rows = await getWorkCheckInExportData(filters);
+        if (!rows.length) {
+          throw new Error("当前筛选条件下暂无可导出数据");
+        }
+        await exportCheckInRowsToExcel(rows);
+      } else {
+        const rows = await getWorkDailyReportExportData(filters);
+        if (!rows.length) {
+          throw new Error("当前筛选条件下暂无可导出数据");
+        }
+        await exportDailyReportRowsToExcel(rows);
+      }
+      setHistoryExportModalOpen(false);
+    } catch (error) {
+      setHistoryExportError(error instanceof Error ? error.message : "导出失败，请稍后重试");
+    } finally {
+      setExportingHistory(false);
+    }
+  };
+
   if (!activeWorkSection || !activeWorkMeta) {
     return <Navigate to="/work/checkin" replace />;
   }
@@ -954,9 +1250,31 @@ export default function Work() {
               : "block lg:col-span-12 xl:col-span-12",
           )}
         >
-          <div className="mb-2 flex items-center justify-between gap-3">
-            <SectionTitle title={showEntryPanel ? "历史记录" : `${activeWorkMeta.label}历史记录`} accent="bg-slate-300 dark:bg-slate-700" compact />
-            {showEntryPanel ? <MobilePanelToggle mobilePanel={mobilePanel} onChange={setMobilePanel} /> : null}
+          <div className="mb-2 flex items-start justify-between gap-3">
+            <div className="min-w-0">
+              <SectionTitle title={showEntryPanel ? "历史记录" : `${activeWorkMeta.label}历史记录`} accent="bg-slate-300 dark:bg-slate-700" compact />
+              {!isMobileViewport && historyExportError ? (
+                <p className="mt-1 text-xs text-rose-500 dark:text-rose-300">{historyExportError}</p>
+              ) : null}
+            </div>
+            <div className="flex shrink-0 items-center gap-2">
+              {!isMobileViewport ? (
+                <button
+                  type="button"
+                  onClick={() => {
+                    setHistoryExportError("");
+                    setHistoryExportModalOpen(true);
+                  }}
+                  disabled={exportingHistory}
+                  className="inline-flex h-9 w-9 items-center justify-center rounded-xl border border-slate-200 bg-white text-slate-500 shadow-sm transition-colors hover:border-violet-200 hover:bg-violet-50 hover:text-violet-600 disabled:cursor-not-allowed disabled:border-slate-100 disabled:bg-slate-50 disabled:text-slate-300 dark:border-slate-700 dark:bg-slate-900/70 dark:text-slate-400 dark:hover:border-violet-500/40 dark:hover:bg-slate-800 dark:hover:text-violet-300 dark:disabled:border-slate-800 dark:disabled:bg-slate-900/50 dark:disabled:text-slate-700"
+                  aria-label={exportingHistory ? "导出中" : "导出 Excel"}
+                  title={exportingHistory ? "导出中" : "导出 Excel"}
+                >
+                  <Download className="h-4 w-4" />
+                </button>
+              ) : null}
+              {showEntryPanel ? <MobilePanelToggle mobilePanel={mobilePanel} onChange={setMobilePanel} /> : null}
+            </div>
           </div>
 
           <div
@@ -970,16 +1288,9 @@ export default function Work() {
 
             {!historyLoading || historyData.length > 0 ? (
               <HistoryToolbar
-                section={historySection}
                 presenterFilter={historyPresenterFilter}
                 presenterOptions={historyPresenterOptions}
-                filteredCount={filteredHistoryData.length}
-                totalCount={historyData.length}
                 onOpenPresenterPicker={() => setHistoryPresenterPickerOpen(true)}
-                onPresenterFilterChange={(value) => {
-                  setHistoryPresenterFilter(value);
-                  setHistoryPresenterPickerOpen(false);
-                }}
               />
             ) : null}
 
@@ -1176,6 +1487,17 @@ export default function Work() {
         />
       ) : null}
 
+      {historyExportModalOpen && !isMobileViewport ? (
+        <HistoryExportFilterModal
+          section={historySection}
+          initialFilters={historyExportFilters}
+          exporting={exportingHistory}
+          exportError={historyExportError}
+          onClose={() => setHistoryExportModalOpen(false)}
+          onConfirm={(filters) => void handleHistoryExport(filters)}
+        />
+      ) : null}
+
       {previewPhoto ? (
         <PhotoPreviewModal
           url={previewPhoto.url}
@@ -1599,21 +1921,13 @@ function WorkHistorySkeleton() {
 }
 
 function HistoryToolbar({
-  section,
   presenterFilter,
   presenterOptions,
-  filteredCount,
-  totalCount,
   onOpenPresenterPicker,
-  onPresenterFilterChange,
 }: {
-  section: WorkSection;
   presenterFilter: string;
   presenterOptions: Array<{ value: string; label: string; count: number }>;
-  filteredCount: number;
-  totalCount: number;
   onOpenPresenterPicker: () => void;
-  onPresenterFilterChange: (value: string) => void;
 }) {
   const currentPresenterLabel = presenterFilter === "all"
     ? "全部人员"
@@ -1646,6 +1960,144 @@ function HistoryToolbar({
   );
 }
 
+function HistoryExportFilterModal({
+  section,
+  initialFilters,
+  exporting,
+  exportError,
+  onClose,
+  onConfirm,
+}: {
+  section: WorkSection;
+  initialFilters: WorkExportQuery;
+  exporting: boolean;
+  exportError: string;
+  onClose: () => void;
+  onConfirm: (filters: WorkExportQuery) => void;
+}) {
+  const [draftFilters, setDraftFilters] = useState<WorkExportQuery>({ ...initialFilters, deptName: undefined, status: undefined });
+  const hasDraftFilters = Boolean(
+    draftFilters.keyword
+      || draftFilters.startDate
+      || draftFilters.endDate
+      || draftFilters.bizType,
+  );
+  const handleFilterChange = (key: keyof WorkExportQuery, value: string) => {
+    setDraftFilters((current) => ({
+      ...current,
+      [key]: value,
+    }));
+  };
+
+  useEffect(() => {
+    const previousOverflow = document.body.style.overflow;
+    document.body.style.overflow = "hidden";
+    return () => {
+      document.body.style.overflow = previousOverflow;
+    };
+  }, []);
+
+  return (
+    <div className="fixed inset-0 z-[92]">
+      <button
+        type="button"
+        onClick={onClose}
+        className="absolute inset-0 bg-slate-900/35 backdrop-blur-sm dark:bg-slate-950/70"
+        aria-label="关闭导出条件"
+      />
+      <div className="absolute left-1/2 top-1/2 flex max-h-[82vh] w-[min(560px,calc(100vw-32px))] -translate-x-1/2 -translate-y-1/2 flex-col overflow-hidden rounded-3xl border border-slate-200 bg-white shadow-2xl dark:border-slate-800 dark:bg-slate-900">
+        <div className="shrink-0 border-b border-slate-100 px-5 py-4 dark:border-slate-800">
+          <div className="flex items-start justify-between gap-4">
+            <div className="px-1">
+              <h3 className="text-base font-semibold text-slate-900 dark:text-white">导出{getHistoryLabelBySection(section)}记录</h3>
+              <p className="mt-1 text-xs leading-5 text-slate-500 dark:text-slate-400">选择条件后导出 Excel；不填条件则导出全部可见记录。</p>
+            </div>
+            <button
+              type="button"
+              onClick={onClose}
+              className="inline-flex h-9 w-9 shrink-0 items-center justify-center rounded-full text-slate-400 transition-colors hover:bg-slate-100 dark:hover:bg-slate-800"
+            >
+              <X className="h-4 w-4" />
+            </button>
+          </div>
+        </div>
+
+        <div className="min-h-0 flex-1 overflow-y-auto px-5 py-4">
+          <div className="grid grid-cols-1 gap-3 sm:grid-cols-2">
+            <label className="space-y-1.5 sm:col-span-2">
+              <span className="text-xs font-medium text-slate-500 dark:text-slate-400">人员/对象/内容关键词</span>
+              <input
+                type="text"
+                value={draftFilters.keyword ?? ""}
+                onChange={(event) => handleFilterChange("keyword", event.target.value)}
+                placeholder="输入人员、对象、地点或内容关键词"
+                className="h-10 w-full rounded-xl border border-slate-200 bg-slate-50 px-3 text-sm text-slate-700 outline-none transition-colors placeholder:text-slate-400 focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-700 dark:bg-slate-800/70 dark:text-slate-100 dark:placeholder:text-slate-500"
+              />
+            </label>
+            <label className="space-y-1.5">
+              <span className="text-xs font-medium text-slate-500 dark:text-slate-400">开始日期</span>
+              <input
+                type="date"
+                value={draftFilters.startDate ?? ""}
+                onChange={(event) => handleFilterChange("startDate", event.target.value)}
+                className="h-10 w-full rounded-xl border border-slate-200 bg-slate-50 px-3 text-sm text-slate-700 outline-none transition-colors focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-700 dark:bg-slate-800/70 dark:text-slate-100"
+                aria-label="导出开始日期"
+              />
+            </label>
+            <label className="space-y-1.5">
+              <span className="text-xs font-medium text-slate-500 dark:text-slate-400">结束日期</span>
+              <input
+                type="date"
+                value={draftFilters.endDate ?? ""}
+                onChange={(event) => handleFilterChange("endDate", event.target.value)}
+                className="h-10 w-full rounded-xl border border-slate-200 bg-slate-50 px-3 text-sm text-slate-700 outline-none transition-colors focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-700 dark:bg-slate-800/70 dark:text-slate-100"
+                aria-label="导出结束日期"
+              />
+            </label>
+            <label className="space-y-1.5 sm:col-span-2">
+              <span className="text-xs font-medium text-slate-500 dark:text-slate-400">关联对象类型</span>
+              <AdaptiveSelect
+                value={draftFilters.bizType ?? ""}
+                options={[
+                  { value: "", label: "全部对象类型" },
+                  { value: "sales", label: "销售人员拓展" },
+                  { value: "channel", label: "渠道拓展" },
+                  { value: "opportunity", label: "商机" },
+                ]}
+                placeholder="全部对象类型"
+                sheetTitle="选择关联对象类型"
+                className="h-10 w-full rounded-xl border border-slate-200 bg-slate-50 px-3 text-sm text-slate-700 outline-none transition-colors focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-700 dark:bg-slate-800/70 dark:text-slate-100"
+                onChange={(value) => handleFilterChange("bizType", value)}
+              />
+            </label>
+          </div>
+          {exportError ? <p className="mt-3 text-xs text-rose-500 dark:text-rose-300">{exportError}</p> : null}
+        </div>
+
+        <div className="flex shrink-0 items-center justify-between gap-3 border-t border-slate-100 px-5 py-4 dark:border-slate-800">
+          <button
+            type="button"
+            onClick={() => setDraftFilters({})}
+            disabled={!hasDraftFilters}
+            className="h-10 rounded-xl border border-slate-200 bg-white px-3 text-sm font-medium text-slate-600 transition-colors hover:border-violet-200 hover:text-violet-600 disabled:cursor-not-allowed disabled:text-slate-300 dark:border-slate-700 dark:bg-slate-900/60 dark:text-slate-300 dark:hover:border-violet-500/40 dark:hover:text-violet-200 dark:disabled:text-slate-600"
+          >
+            清空条件
+          </button>
+          <button
+            type="button"
+            onClick={() => onConfirm(draftFilters)}
+            disabled={exporting}
+            className="inline-flex h-10 items-center justify-center gap-2 rounded-xl bg-violet-600 px-4 text-sm font-semibold text-white shadow-sm transition-colors hover:bg-violet-700 disabled:cursor-not-allowed disabled:bg-violet-300 dark:bg-violet-500 dark:hover:bg-violet-400 dark:disabled:bg-violet-500/40"
+          >
+            <Download className="h-4 w-4" />
+            {exporting ? "导出中..." : "确认导出"}
+          </button>
+        </div>
+      </div>
+    </div>
+  );
+}
+
 function HistoryPresenterPickerModal({
   section,
   presenterFilter,