Bel Show Crm File

How to Use This Skill

This skill orchestrates two other skills in sequence. Do NOT write a new script - instead, use the existing skills.

Workflow Overview

1. Download file from database → 2. Open file with OS default app
   (bel-download-file-from-crm-db)    (bel-open-file)

Step-by-Step Process

Step 1: Invoke the Download Skill

Use the bel-download-file-from-crm-db skill to download the file from the database:

1. Use bel-crm-db to query and find the file_id
2. Execute: python scripts/download_file_from_db.py <file_id>
3. Capture the saved file path from the output

Step 2: Invoke the Open Skill

Use the bel-open-file skill to open the downloaded file:

1. Take the file path from Step 1
2. Execute: python scripts/open_file.py <file_path>
3. The file opens in the default application

Complete Example

# User: "Show me the contract for company ID 42"

# Step 1: Download from database
python /path/to/bel-download-file-from-crm-db/scripts/download_file_from_db.py 789 --quiet
# Output: _RESULTS_FROM_AGENT/contract.pdf

# Step 2: Open the file
python /path/to/bel-open-file/scripts/open_file.py _RESULTS_FROM_AGENT/contract.pdf
# File opens in default PDF viewer

Integration Strategy

This skill does not have its own scripts - it coordinates existing skills:

Required skills:

1. bel-crm-db - For database schema and querying
2. bel-download-file-from-crm-db - For downloading files
3. bel-open-file - For opening files

Coordination pattern:

# Pseudo-code for the workflow
file_id = query_database_for_file_id(entity_identifier)
file_path = download_file_from_db(file_id)
open_file(file_path)

Example Workflows

Workflow 1: Show a specific file by ID

User: "Show me file ID 789 from the database"

1. Invoke: bel-download-file-from-crm-db
   - python scripts/download_file_from_db.py 789 --quiet
   - Result: _RESULTS_FROM_AGENT/document.pdf

2. Invoke: bel-open-file
   - python scripts/open_file.py _RESULTS_FROM_AGENT/document.pdf
   - File opens in PDF viewer

3. Report to user: "✅ Opened document.pdf"

Workflow 2: Show a company's contract

User: "Show me the contract for Acme Corp"

1. Use bel-crm-db to query:
   - Find company_site_id for "Acme Corp"
   - Find file_id via company_site_file junction table
   - Result: file_id = 456

2. Invoke: bel-download-file-from-crm-db
   - python scripts/download_file_from_db.py 456 --quiet
   - Result: _RESULTS_FROM_AGENT/acme_contract.pdf

3. Invoke: bel-open-file
   - python scripts/open_file.py _RESULTS_FROM_AGENT/acme_contract.pdf
   - Contract opens in PDF viewer

4. Report to user: "✅ Opened acme_contract.pdf for Acme Corp"

Workflow 3: Show an event image

User: "Display the image from event 5"

1. Use bel-crm-db to query:
   - Find file_id via event_file where event_id = 5
   - Result: file_id = 234

2. Invoke: bel-download-file-from-crm-db
   - python scripts/download_file_from_db.py 234 --quiet
   - Result: _RESULTS_FROM_AGENT/event_photo.jpg

3. Invoke: bel-open-file
   - python scripts/open_file.py _RESULTS_FROM_AGENT/event_photo.jpg
   - Image opens in default viewer

4. Report to user: "✅ Opened event_photo.jpg"

Error Handling

Handle errors at each step:

Step 1 - Download errors:

• File ID not found in database
• Database connection failure
• Disk space issues

Step 2 - Open errors:

• File not found (download failed silently)
• No default application for file type
• Permission denied

Recovery strategy:

• If download fails, report error and stop
• If open fails, inform user where file was saved so they can open manually

When to Use Each Skill

Decision tree for file operations:

User wants to work with a file
    │
    ├─ File is in database?
    │   ├─ Yes: User wants to view/show/display?
    │   │   ├─ Yes → Use bel-show-crm-file (this skill)
    │   │   └─ No (just download) → Use bel-download-file-from-crm-db
    │   │
    │   └─ No: File already on disk
    │       └─ User wants to open? → Use bel-open-file

Technical Notes

This skill is orchestration only:

• No custom scripts needed
• Chains existing skills together
• Provides a user-friendly workflow for common use case
• Simplifies the "view database file" operation

Benefits of this approach:

• Single skill for the most common scenario
• Reuses existing, tested scripts
• Clear separation of concerns
• Easy to maintain and extend