Scenario 3: Presales Itinerary Management

Objectives

Script Entries

• Main script:

  node scripts/presales-itinerary.mjs <action> [options]

• Query script:

  node scripts/search.mjs presales-itineraries [options]

• General script:

  node scripts/request.mjs ...

• Environment variables:
  • Required:

    LCRM_API_KEY

  • Optional:

    LCRM_BASE_URL

    (default

    https://crm.langcore.net

    )

Target APIs

• Create:

  POST /api/presales-itineraries

• Modify:

  PUT /api/presales-itineraries/{id}

• Delete:

  DELETE /api/presales-itineraries/{id}

• Complete:

  POST /api/presales-itineraries/{id}/complete

• Query:

  GET /api/presales-itineraries/week

  (supports filtering by time period, user, opportunity)
• Auxiliary opportunity retrieval:

  GET /api/presales-itineraries/opportunities?keyword=<关键词>&limit=20

Required Fields for Create API

• title

• startTime

• endTime

• opportunityId

• tripType

• deliveryMode

Enum Constraints

tripType

• Requirements Research

  ,

  Product Introduction

  ,

  Technical Communication

  ,

  Solution Discussion

  ,

  Solution Compilation

  ,

  Technical Pre-research

  ,

  POC Testing

• Product Demonstration

  ,

  Product Deployment

  ,

  Tender Document Compilation

  ,

  Bid Defense Support

  ,

  Business Negotiation

  ,

  Internal Meeting

  ,

  Case Compilation

  ,

  Training & Learning

deliveryMode

• On-site

  ,

  Remote

status

• PLANNED

  Planned

• COMPLETED

  Completed

Time Constraints

• Must be in 30-minute increments (minutes can only be

  00

  or

  30

  ).

• endTime

  must be later than

  startTime

  .

Mandatory Process Flow

1. First run the script to parse the original text:

   • node scripts/presales-itinerary.mjs ai-parse --text "<用户原文>"

2. Fill in missing fields based on parsing results:
   • When

     opportunityId

     is missing, call:

     • node scripts/presales-itinerary.mjs search-opportunities --keyword "<关键词>" --limit 20

     • Then ask the user to confirm the specific opportunity.
   • When

     tripType

     or

     deliveryMode

     is missing/invalid, ask the user to select from the enum options.
   • When

     title/startTime/endTime

     is missing, ask the user to provide the information item by item.
3. Local Validation:
   • Time is valid and in 30-minute increments.
   • Enum values are valid.
4. Confirm Before Submission (Mandatory):
   • Display a confirmation card with:
     • Title
     • Time range
     • Opportunity (Name + Client)
     • Itinerary type
     • Delivery mode
   • Only call the create API after the user explicitly replies "Confirm/Submit/Yes".
5. Call the create script and return the result:

   • node scripts/presales-itinerary.mjs create --payload '<JSON>'

   • Or

     --payload-file <file>

Operation Command Examples

Create Itinerary

node scripts/presales-itinerary.mjs create \
  --title "朗致产品演示" \
  --start-time "2026-02-12T14:00:00" \
  --end-time "2026-02-12T16:00:00" \
  --opportunity-id "<opportunityId>" \
  --trip-type "产品演示" \
  --delivery-mode "现场"

Modify Itinerary

node scripts/presales-itinerary.mjs update \
  --id "<itineraryId>" \
  --title "更新后的标题" \
  --start-time "2026-02-12T15:00:00" \
  --end-time "2026-02-12T17:00:00" \
  --opportunity-id "<opportunityId>" \
  --trip-type "方案沟通" \
  --delivery-mode "远程"

Delete Itinerary

node scripts/presales-itinerary.mjs delete --id "<itineraryId>"

Complete Itinerary

node scripts/presales-itinerary.mjs complete \
  --id "<itineraryId>" \
  --actual-hours 2.5 \
  --completion-note "完成产品演示，客户反馈良好"

Query Itinerary

# 查询指定时间段的行程
node scripts/search.mjs presales-itineraries \
  --start-date 2026-02-10 \
  --end-date 2026-02-16

# 查询某个售前的行程（销售查询售前工作负载）
node scripts/search.mjs presales-itineraries \
  --user-id "<userId>" \
  --start-date 2026-02-10 \
  --end-date 2026-02-16

# 查询某个机会的行程
node scripts/search.mjs presales-itineraries \
  --opportunity-id "<opportunityId>"

Missing Information Prompt Templates

• Missing opportunity:

  Please confirm the opportunity to associate (you can provide the opportunity name or client name).

• Missing type:

  Please confirm the itinerary type (select from system enums).

• Missing delivery mode:

  Please confirm the delivery mode (On-site/Remote).

• Missing time:

  Please supplement the start and end times (in 30-minute increments, e.g., 2026-02-11T14:00:00 to 2026-02-11T16:30:00).

Permission Instructions

• Presales: Can create, modify, delete, complete, and query their own itineraries
• Sales: Can query presales itineraries and workloads (to check if presales staff are available)
• SystemAdmin: Has all permissions