Autoparts-DB/docs/METABASE_ACTIONS.md

Metabase Actions — Alta de Piezas e Intercambios

Requisitos

• Metabase v0.44+ (Open Source o Pro)
• Actions habilitadas en Admin → Settings
• Database con "Model actions" activado

---

1. Configuración Inicial

1.1 Habilitar Actions

1. Ir a Admin → Settings
2. Buscar "Enable Actions" → Activar
3. Ir a Admin → Databases → Click en nexus_autoparts
4. Activar "Model actions"

1.2 Crear Modelos Base

En Metabase, un Modelo es una pregunta (query) guardada como tabla virtual. Los Actions se vinculan a Modelos.

Modelo 1: Piezas OEM → New → SQL Query:

SELECT
    p.id_part,
    p.oem_part_number,
    p.name_part,
    p.name_es,
    pg.name_part_group AS grupo,
    pc.name_part_category AS categoria,
    p.description,
    p.description_es,
    p.weight_kg,
    mat.name_material AS material
FROM parts p
JOIN part_groups pg ON p.group_id = pg.id_part_group
JOIN part_categories pc ON pg.category_id = pc.id_part_category
LEFT JOIN materials mat ON p.id_material = mat.id_material
ORDER BY p.oem_part_number

Guardar → Click ⋯ → Turn into a model → Nombrar: Piezas OEM

Modelo 2: Fitments → New → SQL Query:

SELECT
    vp.id_vehicle_part,
    b.name_brand AS marca,
    m.name_model AS modelo,
    y.year_car AS año,
    e.name_engine AS motor,
    p.oem_part_number,
    p.name_part AS pieza,
    vp.quantity_required AS cantidad,
    pp.name_position_part AS posicion,
    vp.fitment_notes AS notas
FROM vehicle_parts vp
JOIN model_year_engine mye ON vp.model_year_engine_id = mye.id_mye
JOIN models m ON mye.model_id = m.id_model
JOIN brands b ON m.brand_id = b.id_brand
JOIN years y ON mye.year_id = y.id_year
JOIN engines e ON mye.engine_id = e.id_engine
JOIN parts p ON vp.part_id = p.id_part
LEFT JOIN position_part pp ON vp.id_position_part = pp.id_position_part
ORDER BY b.name_brand, m.name_model, y.year_car

Guardar → Turn into a model → Nombrar: Fitments

Modelo 3: Aftermarket → New → SQL Query:

SELECT
    ap.id_aftermarket_parts,
    p.oem_part_number AS oem_ref,
    p.name_part AS pieza_oem,
    mfr.name_manufacture AS fabricante,
    ap.part_number AS numero_aftermarket,
    ap.name_aftermarket_parts AS nombre,
    ap.name_es AS nombre_es,
    qt.name_quality AS calidad,
    ap.price_usd AS precio_usd,
    ap.warranty_months AS garantia_meses
FROM aftermarket_parts ap
JOIN parts p ON ap.oem_part_id = p.id_part
JOIN manufacturers mfr ON ap.manufacturer_id = mfr.id_manufacture
LEFT JOIN quality_tier qt ON ap.id_quality_tier = qt.id_quality_tier
ORDER BY p.oem_part_number, mfr.name_manufacture

Guardar → Turn into a model → Nombrar: Aftermarket

Modelo 4: Cross-References → New → SQL Query:

SELECT
    pcr.id_part_cross_ref,
    p.oem_part_number AS oem_ref,
    p.name_part AS pieza,
    pcr.cross_reference_number AS numero_cruzado,
    rt.name_ref_type AS tipo_referencia,
    pcr.source_ref AS fuente,
    pcr.notes AS notas
FROM part_cross_references pcr
JOIN parts p ON pcr.part_id = p.id_part
LEFT JOIN reference_type rt ON pcr.id_ref_type = rt.id_ref_type
ORDER BY p.oem_part_number, rt.name_ref_type

Guardar → Turn into a model → Nombrar: Cross-References

---

2. Crear Actions (Formularios de Alta)

Para cada Modelo, crear Actions que permiten insertar datos.

Action 1: Nueva Pieza OEM

1. Abrir el modelo Piezas OEM
2. Click ⋯ → Info → Actions → New action
3. Nombrar: Alta de Pieza OEM
4. Pegar este SQL:

INSERT INTO parts (
    oem_part_number,
    name_part,
    name_es,
    group_id,
    description,
    description_es,
    weight_kg,
    id_material
) VALUES (
    {{oem_part_number}},
    {{name_part}},
    {{name_es}},
    {{group_id}},
    {{description}},
    {{description_es}},
    {{weight_kg}},
    {{id_material}}
)

5. Configurar campos del formulario:

Variable	Label	Tipo	Requerido
oem_part_number	Número OEM	string	Si
name_part	Nombre (EN)	string	Si
name_es	Nombre (ES)	string	No
group_id	ID Grupo	number	Si
description	Descripción (EN)	string (long)	No
description_es	Descripción (ES)	string (long)	No
weight_kg	Peso (kg)	number	No
id_material	ID Material	number	No

6. Click Save

Tip: Para que el usuario no tenga que memorizar group_id, crea una pregunta auxiliar con los grupos disponibles:

SELECT pg.id_part_group AS id, pg.name_part_group AS grupo,
       pc.name_part_category AS categoria
FROM part_groups pg
JOIN part_categories pc ON pg.category_id = pc.id_part_category
ORDER BY pc.display_order, pg.display_order

---

Action 2: Nuevo Fitment (vincular pieza a vehículo)

1. Abrir el modelo Fitments
2. New action → Nombrar: Alta de Fitment
3. SQL:

INSERT INTO vehicle_parts (
    model_year_engine_id,
    part_id,
    quantity_required,
    id_position_part,
    fitment_notes
) VALUES (
    {{model_year_engine_id}},
    {{part_id}},
    {{quantity_required}},
    {{id_position_part}},
    {{fitment_notes}}
)

Variable	Label	Tipo	Requerido	Default
model_year_engine_id	ID Vehículo (MYE)	number	Si	—
part_id	ID Pieza	number	Si	—
quantity_required	Cantidad	number	No	1
id_position_part	Posición (1=front, 2=rear)	number	No	—
fitment_notes	Notas	string	No	—

Tip: Para encontrar el model_year_engine_id, crea esta pregunta auxiliar:

SELECT mye.id_mye AS id, b.name_brand AS marca,
       m.name_model AS modelo, y.year_car AS año, e.name_engine AS motor
FROM model_year_engine mye
JOIN models m ON mye.model_id = m.id_model
JOIN brands b ON m.brand_id = b.id_brand
JOIN years y ON mye.year_id = y.id_year
JOIN engines e ON mye.engine_id = e.id_engine
WHERE b.name_brand ILIKE {{'%' || marca || '%'}}
  AND m.name_model ILIKE {{'%' || modelo || '%'}}
ORDER BY b.name_brand, m.name_model, y.year_car

---

Action 3: Fitment Masivo (una pieza → varios vehículos)

1. En el modelo Fitments → New action
2. Nombrar: Fitment Masivo por Marca/Modelo/Años
3. SQL:

INSERT INTO vehicle_parts (model_year_engine_id, part_id, quantity_required, id_position_part)
SELECT mye.id_mye, {{part_id}}, {{quantity_required}}, {{id_position_part}}
FROM model_year_engine mye
JOIN models m ON mye.model_id = m.id_model
JOIN brands b ON m.brand_id = b.id_brand
JOIN years y ON mye.year_id = y.id_year
WHERE b.name_brand ILIKE {{marca}}
  AND m.name_model ILIKE {{modelo}}
  AND y.year_car BETWEEN {{year_from}} AND {{year_to}}
ON CONFLICT DO NOTHING

Variable	Label	Tipo	Requerido
part_id	ID Pieza	number	Si
marca	Marca (ej: TOYOTA)	string	Si
modelo	Modelo (ej: Camry)	string	Si
year_from	Año desde	number	Si
year_to	Año hasta	number	Si
quantity_required	Cantidad	number	Si
id_position_part	Posición (1=front, 2=rear, vacío=N/A)	number	No

---

Action 4: Nueva Pieza Aftermarket

1. En el modelo Aftermarket → New action
2. Nombrar: Alta de Pieza Aftermarket
3. SQL:

INSERT INTO aftermarket_parts (
    oem_part_id,
    manufacturer_id,
    part_number,
    name_aftermarket_parts,
    name_es,
    id_quality_tier,
    price_usd,
    warranty_months
) VALUES (
    {{oem_part_id}},
    {{manufacturer_id}},
    {{part_number}},
    {{name_aftermarket_parts}},
    {{name_es}},
    {{id_quality_tier}},
    {{price_usd}},
    {{warranty_months}}
)

Variable	Label	Tipo	Requerido
oem_part_id	ID Pieza OEM	number	Si
manufacturer_id	ID Fabricante	number	Si
part_number	Número Aftermarket	string	Si
name_aftermarket_parts	Nombre (EN)	string	No
name_es	Nombre (ES)	string	No
id_quality_tier	Calidad (1=economy, 2=oem, 3=premium, 4=standard)	number	No
price_usd	Precio USD	number	No
warranty_months	Garantía (meses)	number	No

Tip: Pregunta auxiliar para fabricantes:

SELECT id_manufacture AS id, name_manufacture AS fabricante
FROM manufacturers ORDER BY name_manufacture

---

Action 5: Nueva Cross-Reference

1. En el modelo Cross-References → New action
2. Nombrar: Alta de Cross-Reference
3. SQL:

INSERT INTO part_cross_references (
    part_id,
    cross_reference_number,
    id_ref_type,
    source_ref,
    notes
) VALUES (
    {{part_id}},
    {{cross_reference_number}},
    {{id_ref_type}},
    {{source_ref}},
    {{notes}}
)

Variable	Label	Tipo	Requerido
part_id	ID Pieza OEM	number	Si
cross_reference_number	Número de Referencia	string	Si
id_ref_type	Tipo (1=competitor, 2=interchange, 3=oem_alternate, 4=supersession)	number	No
source_ref	Fuente	string	No
notes	Notas	string	No

---

3. Dashboard de Carga de Datos

Crear un Dashboard que agrupe todo el flujo de carga:

1. New → Dashboard → Nombrar: Panel de Carga de Datos
2. Agregar estas tarjetas:

Fila 1: Consulta rápida

• Buscar Pieza (pregunta con filtro {{oem_number}})
• Buscar Vehículo (pregunta con filtros {{marca}}, {{modelo}})

Fila 2: Botones de Actions

• + Nueva Pieza OEM → Action 1
• + Nuevo Fitment → Action 2
• + Fitment Masivo → Action 3
• + Aftermarket → Action 4
• + Cross-Reference → Action 5

Fila 3: Referencias

• Tabla de Grupos (grupos con IDs para referencia)
• Tabla de Fabricantes (fabricantes con IDs)
• Estadísticas (conteos actuales)

Fila 4: Últimos registros

• Últimas piezas cargadas:

  SELECT oem_part_number, name_part, name_es, created_at
  FROM parts ORDER BY created_at DESC LIMIT 10
  

• Últimos fitments:

  SELECT b.name_brand, m.name_model, y.year_car, p.oem_part_number, vp.created_at
  FROM vehicle_parts vp
  JOIN model_year_engine mye ON vp.model_year_engine_id = mye.id_mye
  JOIN models m ON mye.model_id = m.id_model
  JOIN brands b ON m.brand_id = b.id_brand
  JOIN years y ON mye.year_id = y.id_year
  JOIN parts p ON vp.part_id = p.id_part
  ORDER BY vp.created_at DESC LIMIT 10
  

---

4. Flujo de Trabajo Recomendado

Para cargar una pieza nueva con todo su contexto:

1. Abrir "Panel de Carga de Datos"

2. Click [+ Nueva Pieza OEM]
   → Llenar: OEM#, Nombre, Grupo, Descripción
   → Submit → Anotar el ID generado

3. Click [+ Fitment Masivo]
   → Ingresar: ID pieza, Marca, Modelo, Rango de años
   → Submit → La pieza queda vinculada a todos los vehículos

4. Click [+ Aftermarket] (repetir por cada fabricante)
   → Ingresar: ID pieza OEM, ID fabricante, # aftermarket, precio
   → Submit

5. Click [+ Cross-Reference] (repetir por cada referencia)
   → Ingresar: ID pieza, # referencia, tipo
   → Submit

6. Verificar en "Últimos registros" que todo se cargó

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5. Preguntas Auxiliares Importantes

Guardar estas como preguntas para tener a mano durante la carga:

Buscar pieza por número

SELECT id_part, oem_part_number, name_part, name_es
FROM parts
WHERE oem_part_number ILIKE {{'%' || numero || '%'}}
   OR name_part ILIKE {{'%' || numero || '%'}}
ORDER BY oem_part_number
LIMIT 50

Buscar vehículo por marca/modelo

SELECT mye.id_mye, b.name_brand, m.name_model, y.year_car, e.name_engine
FROM model_year_engine mye
JOIN models m ON mye.model_id = m.id_model
JOIN brands b ON m.brand_id = b.id_brand
JOIN years y ON mye.year_id = y.id_year
JOIN engines e ON mye.engine_id = e.id_engine
WHERE b.name_brand ILIKE {{'%' || marca || '%'}}
  AND m.name_model ILIKE {{'%' || modelo || '%'}}
ORDER BY y.year_car DESC
LIMIT 100

Catálogo de grupos (referencia para group_id)

SELECT pg.id_part_group AS id, pg.name_part_group AS grupo,
       pc.name_part_category AS categoria
FROM part_groups pg
JOIN part_categories pc ON pg.category_id = pc.id_part_category
ORDER BY pc.display_order, pg.display_order

Catálogo de fabricantes (referencia para manufacturer_id)

SELECT m.id_manufacture AS id, m.name_manufacture AS fabricante,
       mt.name_type_manu AS tipo, qt.name_quality AS calidad
FROM manufacturers m
LEFT JOIN manufacture_type mt ON m.id_type_manu = mt.id_type_manu
LEFT JOIN quality_tier qt ON m.id_quality_tier = qt.id_quality_tier
ORDER BY m.name_manufacture

---

6. IDs de Referencia Rápida

Calidad (id_quality_tier)

ID	Valor
1	economy
2	oem
3	premium
4	standard

Tipo de referencia (id_ref_type)

ID	Valor	Uso
1	competitor	Número de competidor equivalente
2	interchange	Intercambio directo compatible
3	oem_alternate	Número OEM alterno
4	supersession	Pieza que esta reemplaza

Posición (id_position_part)

ID	Valor
1	front
2	rear

Tipo de fabricante (id_type_manu)

ID	Valor
1	aftermarket
2	oem