lcrm-presales-itinerary

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

场景3：售前行程管理

Scenario 3: Presales Itinerary Management

目标

Objectives

售前可以管理自己的行程（增删改查完成），销售可以查询售前的行程和工作负载。

Presales staff can manage their own itineraries (create, read, update, delete, complete), and sales staff can query presales itineraries and workloads.

脚本入口

Script Entries

主脚本：

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

查询脚本：

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

通用脚本：
```
node scripts/request.mjs ...
```

环境变量：

必填：
```
LCRM_API_KEY
```
可选：
```
LCRM_BASE_URL
```
（默认
```
https://crm.langcore.net
```
）

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
```
)

目标接口

Target APIs

创建：
```
POST /api/presales-itineraries
```
修改：
```
PUT /api/presales-itineraries/{id}
```
删除：
```
DELETE /api/presales-itineraries/{id}
```

完成：

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

查询：
```
GET /api/presales-itineraries/week
```
(支持时间段、用户、机会筛选)

辅助机会检索：

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

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

创建接口必填字段

Required Fields for Create API

```
title
```
```
startTime
```
```
endTime
```
```
opportunityId
```
```
tripType
```
```
deliveryMode
```

```
title
```
```
startTime
```
```
endTime
```
```
opportunityId
```
```
tripType
```
```
deliveryMode
```

枚举约束

Enum Constraints

tripType

：

需求调研

产品介绍

技术交流

方案沟通

方案撰写

技术预研

POC测试

产品演示

产品部署

标书撰写

讲标支持

商务谈判

内部会议

案例整理

培训学习

deliveryMode

：

```
现场
```
```
远程
```

status

：

```
PLANNED
```
已计划
```
COMPLETED
```
已完成

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

时间约束

Time Constraints

必须是半小时粒度（分钟只能
```
00
```
或
```
30
```
）。
```
endTime
```
必须晚于
```
startTime
```
。

Must be in 30-minute increments (minutes can only be
```
00
```
or
```
30
```
).
```
endTime
```
must be later than
```
startTime
```
.

必须执行的流程

Mandatory Process Flow

先调脚本解析原文：

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

根据解析结果补齐字段：
- ```
opportunityId
```
  缺失时，调用：
  - ```
  node scripts/presales-itinerary.mjs search-opportunities --keyword "<关键词>" --limit 20
```
- 然后让用户确认具体机会。
- ```
tripType
```
  或
```
deliveryMode
```
  缺失/非法时，让用户从枚举里选。
- ```
title/startTime/endTime
```
  缺失时，逐项追问。
本地校验：
- 时间合法且半小时粒度。
- 枚举合法。
提交前确认（强制）：
- 展示确认卡片：
  - 标题
  - 时间范围
  - 机会（名称 + 客户）
  - 行程类型
  - 交付形式
- 仅当用户明确回复“确认/提交/是”后再调用创建接口。

调用创建脚本并回传结果：

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

或
```
--payload-file <file>
```

First run the script to parse the original text:

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

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.
Local Validation:
- Time is valid and in 30-minute increments.
- Enum values are valid.
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".

Call the create script and return the result:

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

Or
```
--payload-file <file>
```

操作命令示例

Operation Command Examples

创建行程

Create Itinerary

bash

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"

bash

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"

修改行程

Modify Itinerary

bash

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"

bash

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"

删除行程

Delete Itinerary

bash

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

bash

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

完成行程

Complete Itinerary

bash

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"

bash

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"

查询行程

Query Itinerary

bash

undefined

bash

undefined

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>"

undefined

node scripts/search.mjs presales-itineraries
--opportunity-id "<opportunityId>"

undefined

缺失信息提示模板

Missing Information Prompt Templates

缺机会：

请确认要关联的机会（可提供机会名或客户名）。

缺类型：

请确认行程类型（从系统枚举中选择）。

缺交付形式：

请确认交付形式（现场/远程）。

缺时间：

请补充开始和结束时间（半小时粒度，例如 2026-02-11T14:00:00 到 2026-02-11T16:30:00）。

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).

权限说明

Permission Instructions

售前（PreSales）：可以创建、修改、删除、完成、查询自己的行程
销售（Sales）：可以查询售前的行程和工作负载（用于了解售前是否有空）
管理员（SystemAdmin）：拥有所有权限

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