fix(equivalences): reclassify 1,455 blanket-auto_approved spec matches

One-time companion to commit e7299ac7 (spec-matcher.ts now inserts pending,
not auto_approved). Re-scores the pre-existing spec-basis auto_approved rows
against the rigorous evaluateEquivalenceResearch() criteria: 972 (67%)
genuinely hold up and stay auto_approved, 483 (33%) get demoted -- some
permanently (technical mismatch / no recent competitor price), some flagged
for re-research in 21 days (missing wavelength/fiber/reach evidence, not a
wrong match). Backup in spec_matcher_reclassify_backup_20260717.

sql/140-spec-matcher-reclassify.sql

@@ -0,0 +1,99 @@
+-- sql/140-spec-matcher-reclassify.sql
+-- One-time reclassification of the 1,455 equivalences that spec-matcher.ts had
+-- inserted straight into status='auto_approved' at a flat confidence=0.85,
+-- bypassing the discrimination (standard_name, fiber_type, recent-competitor-
+-- price) that catalog-reconcile.ts's calcConfidence() applies before ever
+-- auto-approving a pending row. Same set-based scoring port as sql/139, applied
+-- here to the pre-existing 'spec'-basis auto_approved rows instead of pending
+-- ones. Paired with a code fix (commit e7299ac7) so spec-matcher.ts inserts
+-- 'pending' going forward and routes through the same reviewed pipeline.
+--
+-- OPN-basis rows (manufacturer-confirmed, fx_compatibilities ground truth) are
+-- NOT touched -- this only reclassifies 'spec'-basis rows.
+
+create table if not exists spec_matcher_reclassify_backup_20260717 as
+select *, now() as backed_up_at
+from transceiver_equivalences
+where 'spec' = any(match_basis) and status = 'auto_approved';
+
+with normalized as (
+  select eq.id,
+    nullif(upper(trim(fx.form_factor)),'') as fx_form, nullif(upper(trim(cp.form_factor)),'') as cp_form,
+    fx.speed_gbps as fx_speed, cp.speed_gbps as cp_speed,
+    nullif(upper(trim(fx.standard_name)),'') as fx_std, nullif(upper(trim(cp.standard_name)),'') as cp_std,
+    nullif(upper(trim(fx.fiber_type)),'') as fx_fiber, nullif(upper(trim(cp.fiber_type)),'') as cp_fiber,
+    fx.reach_meters as fx_reach, cp.reach_meters as cp_reach,
+    (regexp_match(fx.wavelengths, '(\d{3,4})'))[1]::numeric as fx_nm,
+    (regexp_match(cp.wavelengths, '(\d{3,4})'))[1]::numeric as cp_nm,
+    exists(select 1 from price_observations po where po.transceiver_id=eq.competitor_id and po.time > now() - interval '45 days') as has_recent_price
+  from transceiver_equivalences eq
+  join transceivers fx on fx.id = eq.flexoptix_id
+  join transceivers cp on cp.id = eq.competitor_id
+  where 'spec' = any(eq.match_basis) and eq.status = 'auto_approved'
+),
+scored as (
+  select *,
+    (case when fx_form is not null and cp_form is not null and fx_form=cp_form then 25 else 0 end
+    + case when fx_speed is not null and cp_speed is not null and fx_speed=cp_speed then 20 else 0 end
+    + case when fx_std is not null and cp_std is not null and fx_std=cp_std then 30 else 0 end
+    + case when fx_nm is not null and cp_nm is not null then
+        case when abs(fx_nm-cp_nm)<=15 then 20 else -20 end
+      else 0 end
+    + case when fx_fiber is not null and cp_fiber is not null then
+        case when fx_fiber=cp_fiber then 10 else -15 end
+      else 0 end
+    + case when fx_reach is not null and cp_reach is not null and fx_reach>0 and cp_reach>0 then
+        case when least(fx_reach,cp_reach)/greatest(fx_reach,cp_reach) >= 0.85 then 10 else -15 end
+      else 0 end) as raw_score,
+    (fx_nm is null or cp_nm is null) as wl_missing,
+    (fx_fiber is null or cp_fiber is null) as fiber_missing,
+    (fx_reach is null or cp_reach is null or fx_reach<=0 or cp_reach<=0) as reach_missing,
+    (fx_nm is not null and cp_nm is not null and abs(fx_nm-cp_nm)>15) as wl_mismatch,
+    (fx_fiber is not null and cp_fiber is not null and fx_fiber<>cp_fiber) as fiber_mismatch,
+    (fx_reach is not null and cp_reach is not null and fx_reach>0 and cp_reach>0 and least(fx_reach,cp_reach)/greatest(fx_reach,cp_reach) < 0.85) as reach_mismatch,
+    (fx_form is null or cp_form is null or fx_form<>cp_form) as form_bad,
+    (fx_speed is null or cp_speed is null or fx_speed<>cp_speed) as speed_bad
+  from normalized
+),
+decided as (
+  select *,
+    greatest(0, least(1, raw_score::numeric/115)) as confidence,
+    (not has_recent_price) as no_price,
+    (wl_mismatch or fiber_mismatch or reach_mismatch or form_bad or speed_bad) as critical_mismatch,
+    (wl_missing or fiber_missing or reach_missing) as missing_evidence
+  from scored
+)
+update transceiver_equivalences eq
+set status = case
+      when d.no_price then 'rejected'
+      when d.critical_mismatch then 'rejected'
+      when d.missing_evidence then 'rejected'
+      when d.confidence >= 0.73 then 'auto_approved'
+      else 'rejected'
+    end,
+    confidence = case when d.no_price then 0 else d.confidence end,
+    reviewed_by = 'automated-research-bulk-140',
+    reviewed_at = now(),
+    reject_reason = case
+      when d.no_price then 'automated research: competitor has no recent price observation'
+      when d.critical_mismatch then 'automated research: technical mismatch'
+      when d.missing_evidence then 'automated research: insufficient technical evidence'
+      when d.confidence >= 0.73 then null
+      else 'automated research: confidence below approval threshold'
+    end,
+    re_research_due_at = case
+      when (not d.no_price) and (not d.critical_mismatch) and d.missing_evidence and d.confidence < 0.73
+        then now() + interval '21 days'
+      else null
+    end,
+    re_researched_at = now(),
+    match_notes = case when eq.match_notes is null or eq.match_notes = ''
+                        then 'bulk-reclassify(140) ' || now()::date
+                        else eq.match_notes || ' | bulk-reclassify(140) ' || now()::date end,
+    updated_at = now()
+from decided d
+where eq.id = d.id;
+
+insert into _migrations (filename, applied_at)
+select '140-spec-matcher-reclassify.sql', now()
+where not exists (select 1 from _migrations where filename = '140-spec-matcher-reclassify.sql');