docs: dataease sync and dataset

Author: AgAngle

manual/img/user_manual/dataease-sync.png

@@ -40,6 +40,103 @@
 
 ![仪表板权限设置](../img/user_manual/dashboard-permissions.png)
 
+## 数据同步
+!!! Abstract ""
+
+    在 【系统】>【企业设置】>【三方设置】>【DataEase】中点击同步，即可将 Cordys CRM 中用户、角色、部门等的信息同步到 DataEase 中，配置页面也可以配置定时同步。
+![仪表板权限设置](../img/user_manual/dataease-sync.png)
+
+## 编写通用数据集
+!!! Abstract ""
+
+    Cordys CRM 通过数据权限的设计，使得不同角色能够访问到不同数据范围的数据；经过数据同步后，DataEase 会创建对应的用户与角色，并且创建数据权限和部门ID的系统变量，用户可以在编写数据集时，使用这些变量过滤数据，确保用户只能访问到有权限的数据。
+    
+    ```
+    -- 关键SQL
+    select c.*
+    from opportunity c
+    left join sys_organization_user sou on c.owner = sou.user_id
+    where c.organization_id = '100001'
+    and
+    (   
+        -- 根据数据权限和部门ID过滤数据
+        ($DE_PARAM{'$f2cde[OPPORTUNITY_DATA_SCOPE_TYPE]' = 'ALL'} or $DE_PARAM{'$f2cde[账户]' = 'admin'})
+        or
+        ($DE_PARAM{ '$f2cde[OPPORTUNITY_DATA_SCOPE_TYPE]' = 'DEPT_CUSTOM'} and $DE_PARAM{ sou.department_id in ($f2cde[OPPORTUNITY_DATA_SCOPE_DEPT_ID])})
+        or
+        ($DE_PARAM{'$f2cde[OPPORTUNITY_DATA_SCOPE_TYPE]'} = 'SELF' and  $DE_PARAM{sou.user_id = '$f2cde[账户]'})  
+        or
+        1=2
+    )
+    ```
+    
+    ```
+    -- 示例SQL
+    select 
+    c.id,
+    c.name as '商机名称',
+    su.name as '负责人', 
+    sd.name as '部门',
+    c.amount as '金额',
+    osc.name as '商机阶段',
+    cc.name as '客户名称',
+    IF(sou.enable, '否', '是') as '是否离职',
+    FROM_UNIXTIME(c.create_time / 1000) as '创建时间',
+    FROM_UNIXTIME(c.update_time / 1000) as '更新时间', 
+    FROM_UNIXTIME(c.expected_end_time / 1000) as '结束时间',
+    FROM_UNIXTIME(c.actual_end_time / 1000) as '实际结束时间',
+    FROM_UNIXTIME(c.follow_time / 1000) as '跟进时间',
+    (
+        select REPLACE(REPLACE(REPLACE(JSON_ARRAYAGG(p.name), '"', ''), '[', ''), ']', '') 
+        from product p 
+        where c.products like concat('%', p.id, '%')
+    ) as '产品类型',
+    (
+    select f.field_value
+    from opportunity_field f
+        where f.resource_id = c.id and f.field_id = (
+            select id from sys_module_field smf where smf.internal_key = 'opportunityCode'
+        )
+        LIMIT 1
+    ) AS '业务商机编号',
+    (
+        select option.label
+        from opportunity_field f
+        left join (
+            SELECT temp.*, smfb.id as field_id
+                from sys_module_field_blob smfb,
+                JSON_TABLE(
+                    smfb.prop, 
+                    '$.options[*]' COLUMNS (
+                        label VARCHAR(255) PATH '$.label',
+                        value VARCHAR(50) PATH '$.value'
+                    )
+                ) AS temp
+        ) option on f.field_id = option.field_id and option.value = f.field_value
+            where f.resource_id = c.id and f.field_id = (
+                select id from sys_module_field smf where smf.internal_key = 'opportunitySource'
+        )
+        LIMIT 1
+    ) AS '商机来源'
+    from opportunity c
+    LEFT JOIN sys_organization_user sou on c.owner = sou.user_id  
+    LEFT JOIN sys_department sd on sd.id = sou.department_id
+    LEFT JOIN sys_user su on su.id = c.owner 
+    LEFT JOIN customer cc on c.customer_id = cc.id
+    LEFT JOIN opportunity_stage_config osc on osc.id = c.stage
+    where c.organization_id = '100001'
+    and
+    (
+        -- 根据数据权限和部门ID过滤数据
+        ($DE_PARAM{'$f2cde[OPPORTUNITY_DATA_SCOPE_TYPE]' = 'ALL'} or $DE_PARAM{'$f2cde[账户]' = 'admin'})
+        or
+        ($DE_PARAM{ '$f2cde[OPPORTUNITY_DATA_SCOPE_TYPE]' = 'DEPT_CUSTOM'} and $DE_PARAM{ sou.department_id in ($f2cde[OPPORTUNITY_DATA_SCOPE_DEPT_ID])})
+        or
+        ($DE_PARAM{'$f2cde[OPPORTUNITY_DATA_SCOPE_TYPE]'} = 'SELF' and  $DE_PARAM{sou.user_id = '$f2cde[账户]'})  
+        or 
+        1=2
+    )
+    ```
 
 ## DataEase 对接效果