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fix: procurement demo data — correct schema column names for all 4 tables

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Rene Fichtmueller 2026-04-01 23:16:50 +02:00
parent b4692cd2a3
commit 39ee5e86fa
1 changed files with 176 additions and 170 deletions
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sql/021-procurement-demo-data.sql
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@ -1,31 +1,35 @@
-- Migration 021: Procurement Intelligence Demo Data -- Migration 021: Procurement Intelligence Demo Data (corrected schema)
-- Seeds realistic procurement signals, ABC classes, stock observations -- Seeds realistic procurement signals, ABC classes, stock observations
-- so the dashboard tab shows meaningful data immediately
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
-- 1. ABC Classification demo entries (top transceiver SKUs) -- 1. ABC Classification demo entries
-- abc_classification: transceiver_id, abc_class, obs_90d, compat_count,
-- vendor_count, price_volatility, demand_score, supply_risk, computed_at
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
INSERT INTO abc_classification (transceiver_id, abc_class, score, obs_90d, compat_count, vendor_count, classified_at) INSERT INTO abc_classification (
transceiver_id, abc_class, obs_90d, compat_count, vendor_count,
price_volatility, demand_score, supply_risk, computed_at
)
SELECT SELECT
t.id, t.id,
CASE CASE
WHEN t.speed_gbps >= 400 AND t.form_factor IN ('QSFP-DD', 'OSFP') THEN 'A' WHEN t.speed_gbps >= 400 THEN 'A'
WHEN t.speed_gbps >= 100 AND t.form_factor IN ('QSFP28', 'QSFP+') THEN 'A' WHEN t.speed_gbps >= 100 THEN 'A'
WHEN t.speed_gbps = 25 AND t.form_factor = 'SFP28' THEN 'B' WHEN t.speed_gbps >= 25 THEN 'B'
WHEN t.speed_gbps = 10 AND t.form_factor IN ('SFP+', 'SFP') THEN 'B' WHEN t.speed_gbps >= 10 THEN 'B'
WHEN t.speed_gbps = 1 THEN 'C'
ELSE 'C' ELSE 'C'
END AS abc_class, END,
CASE FLOOR(10 + random() * 90)::INTEGER,
WHEN t.speed_gbps >= 400 THEN 0.85 + random() * 0.14 FLOOR(5 + random() * 50)::INTEGER,
WHEN t.speed_gbps >= 100 THEN 0.65 + random() * 0.20 FLOOR(1 + random() * 8)::INTEGER,
WHEN t.speed_gbps >= 25 THEN 0.40 + random() * 0.25 ROUND((random() * 0.25)::NUMERIC, 4),
WHEN t.speed_gbps >= 10 THEN 0.20 + random() * 0.20 ROUND(CASE
ELSE 0.05 + random() * 0.15 WHEN t.speed_gbps >= 400 THEN 75 + random() * 24
END AS score, WHEN t.speed_gbps >= 100 THEN 55 + random() * 30
FLOOR(10 + random() * 90)::INTEGER AS obs_90d, WHEN t.speed_gbps >= 25 THEN 30 + random() * 25
FLOOR(5 + random() * 50)::INTEGER AS compat_count, ELSE 5 + random() * 25
FLOOR(1 + random() * 8)::INTEGER AS vendor_count, END::NUMERIC, 2),
CASE WHEN random() > 0.7 THEN 'high' WHEN random() > 0.4 THEN 'medium' ELSE 'low' END,
NOW() - (random() * INTERVAL '2 hours') NOW() - (random() * INTERVAL '2 hours')
FROM transceivers t FROM transceivers t
WHERE NOT EXISTS (SELECT 1 FROM abc_classification abc WHERE abc.transceiver_id = t.id) WHERE NOT EXISTS (SELECT 1 FROM abc_classification abc WHERE abc.transceiver_id = t.id)
@ -33,111 +37,92 @@ LIMIT 200
ON CONFLICT DO NOTHING; ON CONFLICT DO NOTHING;
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
-- 2. Reorder signals demo (key technologies) -- 2. Reorder signals demo
-- reorder_signals: transceiver_id, signal, signal_strength, reasons,
-- stock_trend, price_trend, lead_time_weeks, hype_phase, computed_at, expires_at
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
INSERT INTO reorder_signals ( INSERT INTO reorder_signals (
transceiver_id, signal, signal_strength, reasons, transceiver_id, signal, signal_strength, reasons,
current_asp_eur, price_trend_30d, lead_time_days, stock_trend, price_trend, lead_time_weeks, hype_phase,
weeks_of_stock, abc_class, computed_at computed_at, expires_at
) )
SELECT SELECT
t.id, t.id,
CASE CASE
WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD' THEN 'buy_now' WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD' THEN 'buy_now'
WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%DR%' THEN 'buy_now' WHEN t.speed_gbps = 100 AND t.reach_label ILIKE '%DR%' THEN 'buy_now'
WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%ZR%' THEN 'wait' WHEN t.speed_gbps = 100 AND t.reach_label ILIKE '%ZR%' THEN 'wait'
WHEN t.speed_gbps = 400 AND t.reach_label LIKE '%ZR%' THEN 'wait' WHEN t.speed_gbps = 400 AND t.reach_label ILIKE '%ZR%' THEN 'wait'
WHEN t.speed_gbps = 25 THEN 'monitor' WHEN t.speed_gbps = 25 THEN 'monitor'
WHEN t.speed_gbps = 10 AND t.reach_label LIKE '%LR%' THEN 'hold' WHEN t.speed_gbps = 10 AND t.reach_label ILIKE '%LR%' THEN 'hold'
ELSE 'monitor' ELSE 'monitor'
END AS signal, END,
CASE ROUND(CASE
WHEN t.speed_gbps >= 400 THEN 0.75 + random() * 0.22 WHEN t.speed_gbps >= 400 THEN 0.75 + random() * 0.22
WHEN t.speed_gbps >= 100 THEN 0.55 + random() * 0.30 WHEN t.speed_gbps >= 100 THEN 0.55 + random() * 0.30
ELSE 0.30 + random() * 0.40 ELSE 0.30 + random() * 0.40
END AS signal_strength, END::NUMERIC, 2),
CASE CASE
WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD' WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD'
THEN '["Price near 12-month low","Adoption entering slope of enlightenment","Lead times stable at 8-12 weeks","Hyperscaler demand confirmed (AWS $105B CapEx 2026)"]'::jsonb THEN '["Price near 12-month low","Adoption entering slope of enlightenment","Hyperscaler demand confirmed (AWS $105B CapEx 2026)","Lead times stable 8-12 weeks"]'::jsonb
WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%DR%' WHEN t.speed_gbps = 100 AND t.reach_label ILIKE '%DR%'
THEN '["DR4 pricing dropped 18% in Q1 2026","High switch compat (400+ switches)","FS.com and 10Gtek stock in","Strong Flexoptix catalog coverage"]'::jsonb THEN '["DR4 pricing dropped 18% Q1 2026","High switch compat (400+ switches)","FS.com and 10Gtek stock available","Strong Flexoptix catalog coverage"]'::jsonb
WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%ZR%' WHEN t.speed_gbps = 100 AND t.reach_label ILIKE '%ZR%'
THEN '["ZR+ standard still finalizing","Coherent lead times 16-20 weeks","Price expected -25% by Q3 2026","Wait for IEEE 802.3df ratification"]'::jsonb THEN '["ZR+ standard still finalizing","Coherent lead times 16-20 weeks","Price expected -25% by Q3 2026","Wait for IEEE 802.3df ratification"]'::jsonb
WHEN t.speed_gbps = 400 AND t.reach_label LIKE '%ZR%' WHEN t.speed_gbps = 400 AND t.reach_label ILIKE '%ZR%'
THEN '["400ZR recently ratified","Market still volatile","Multiple vendors entering","Price floor not yet established"]'::jsonb THEN '["400ZR recently ratified","Market still volatile","Multiple vendors entering","Price floor not yet established"]'::jsonb
WHEN t.speed_gbps = 25 WHEN t.speed_gbps = 25
THEN '["SFP28 market mature","Price stable","Monitor for next refresh cycle","No urgent action required"]'::jsonb THEN '["SFP28 market mature and stable","No lifecycle event triggered","Normal replenishment timing applies"]'::jsonb
ELSE '["Stable pricing","No lifecycle event triggered","Normal replenishment timing"]'::jsonb ELSE '["Stable pricing","No urgent lifecycle event","Standard replenishment cycle"]'::jsonb
END AS reasons, END,
CASE WHEN random() > 0.5 THEN 'declining' WHEN random() > 0.3 THEN 'stable' ELSE 'increasing' END,
CASE WHEN t.speed_gbps >= 100 THEN 'falling' WHEN random() > 0.4 THEN 'stable' ELSE 'falling' END,
CASE CASE
WHEN t.speed_gbps = 400 THEN 180 + random() * 120 WHEN t.speed_gbps >= 400 THEN FLOOR(2 + random() * 3)::INTEGER
WHEN t.speed_gbps = 100 THEN 65 + random() * 80 WHEN t.speed_gbps >= 100 THEN FLOOR(1 + random() * 2)::INTEGER
WHEN t.speed_gbps = 25 THEN 35 + random() * 30 ELSE 1
WHEN t.speed_gbps = 10 THEN 22 + random() * 20 END,
ELSE 8 + random() * 15
END AS current_asp_eur,
CASE CASE
WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD' THEN -0.08 - random() * 0.05 WHEN t.speed_gbps >= 400 THEN 'SLOPE_OF_ENLIGHTENMENT'
WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%DR%' THEN -0.12 - random() * 0.06 WHEN t.speed_gbps >= 100 THEN 'PLATEAU_OF_PRODUCTIVITY'
WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%ZR%' THEN -0.18 - random() * 0.07 WHEN t.speed_gbps >= 25 THEN 'PLATEAU_OF_PRODUCTIVITY'
WHEN t.speed_gbps = 25 THEN -0.03 - random() * 0.04 WHEN t.speed_gbps >= 10 THEN 'LEGACY_DECLINE'
WHEN t.speed_gbps = 10 THEN -0.02 - random() * 0.02 ELSE 'LEGACY_DECLINE'
ELSE 0.01 - random() * 0.05 END,
END AS price_trend_30d, NOW() - (random() * INTERVAL '1 hour'),
CASE NOW() + INTERVAL '24 hours'
WHEN t.speed_gbps >= 400 THEN 8 + FLOOR(random() * 8)
WHEN t.speed_gbps >= 100 THEN 4 + FLOOR(random() * 6)
ELSE 2 + FLOOR(random() * 4)
END::INTEGER AS lead_time_days,
CASE
WHEN t.speed_gbps >= 400 THEN 4 + FLOOR(random() * 8)
WHEN t.speed_gbps >= 100 THEN 6 + FLOOR(random() * 10)
ELSE 12 + FLOOR(random() * 12)
END::INTEGER AS weeks_of_stock,
CASE
WHEN t.speed_gbps >= 400 THEN 'A'
WHEN t.speed_gbps >= 100 THEN 'A'
WHEN t.speed_gbps >= 25 THEN 'B'
ELSE 'C'
END AS abc_class,
NOW() - (random() * INTERVAL '1 hour')
FROM transceivers t FROM transceivers t
WHERE NOT EXISTS (SELECT 1 FROM reorder_signals rs WHERE rs.transceiver_id = t.id) WHERE NOT EXISTS (SELECT 1 FROM reorder_signals rs WHERE rs.transceiver_id = t.id)
LIMIT 150 LIMIT 150
ON CONFLICT DO NOTHING; ON CONFLICT DO NOTHING;
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
-- 3. Stock snapshots — simulate recent stock observations -- 3. Stock snapshots demo
-- stock_snapshots: transceiver_id, vendor_id, stock_level, stock_quantity,
-- incoming_quantity, incoming_eta, lead_time_days, moq, price_breaks,
-- source_url, crawler_confidence, scraped_at
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
INSERT INTO stock_snapshots ( INSERT INTO stock_snapshots (
transceiver_id, vendor_id, observed_at, transceiver_id, vendor_id,
stock_level, quantity_available, incoming_quantity, stock_level, stock_quantity, incoming_quantity, incoming_eta,
incoming_eta, lead_time_days, moq, price, currency, source_url lead_time_days, moq, source_url, crawler_confidence, scraped_at
) )
SELECT SELECT
t.id, t.id,
v.id, v.id,
NOW() - (random() * INTERVAL '6 hours'), CASE
CASE WHEN random() > 0.3 THEN 'in_stock' WHEN random() > 0.6 THEN 'in_stock'
WHEN random() > 0.6 THEN 'low_stock' WHEN random() > 0.3 THEN 'limited'
ELSE 'on_request' END, ELSE 'unknown'
END,
CASE WHEN random() > 0.4 THEN FLOOR(10 + random() * 500)::INTEGER ELSE NULL END, CASE WHEN random() > 0.4 THEN FLOOR(10 + random() * 500)::INTEGER ELSE NULL END,
CASE WHEN random() > 0.6 THEN FLOOR(50 + random() * 300)::INTEGER ELSE NULL END, CASE WHEN random() > 0.6 THEN FLOOR(50 + random() * 300)::INTEGER ELSE NULL END,
CASE WHEN random() > 0.6 THEN NOW() + INTERVAL '2 weeks' + (random() * INTERVAL '4 weeks') ELSE NULL END, CASE WHEN random() > 0.6 THEN CURRENT_DATE + FLOOR(14 + random() * 28)::INTEGER ELSE NULL END,
FLOOR(3 + random() * 14)::INTEGER, FLOOR(3 + random() * 14)::INTEGER,
CASE WHEN t.speed_gbps >= 100 THEN 5 ELSE 1 END, CASE WHEN t.speed_gbps >= 100 THEN 5 ELSE 1 END,
CASE v.website_url,
WHEN t.speed_gbps = 400 THEN 180 + random() * 200 ROUND((0.70 + random() * 0.28)::NUMERIC, 2),
WHEN t.speed_gbps = 100 THEN 60 + random() * 100 NOW() - (random() * INTERVAL '6 hours')
WHEN t.speed_gbps = 25 THEN 25 + random() * 40
WHEN t.speed_gbps = 10 THEN 15 + random() * 25
ELSE 5 + random() * 15
END,
CASE WHEN v.name ILIKE '%flexoptix%' THEN 'EUR'
WHEN v.website_url ILIKE '%fs.com%' THEN 'USD'
WHEN v.website_url ILIKE '%atgbics%' THEN 'GBP'
ELSE 'USD' END,
v.website_url
FROM transceivers t FROM transceivers t
CROSS JOIN ( CROSS JOIN (
SELECT id, name, website_url FROM vendors SELECT id, name, website_url FROM vendors
@ -147,114 +132,135 @@ CROSS JOIN (
WHERE NOT EXISTS ( WHERE NOT EXISTS (
SELECT 1 FROM stock_snapshots ss SELECT 1 FROM stock_snapshots ss
WHERE ss.transceiver_id = t.id AND ss.vendor_id = v.id WHERE ss.transceiver_id = t.id AND ss.vendor_id = v.id
AND ss.observed_at > NOW() - INTERVAL '12 hours' AND ss.scraped_at > NOW() - INTERVAL '12 hours'
) )
LIMIT 300 LIMIT 300
ON CONFLICT DO NOTHING; ON CONFLICT DO NOTHING;
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
-- 4. Market intelligence — expand with current data points -- 4. Market intelligence — expand current data
-- market_intelligence: intel_type, title, summary, relevance_score,
-- technologies, buy_signal_implication, impact_horizon_months,
-- source_url, source_name, published_at
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
INSERT INTO market_intelligence ( INSERT INTO market_intelligence (
source_name, source_url, title, description, category, intel_type, title, summary, relevance_score,
impact_level, buy_signal_effect, confidence, published_date technologies, buy_signal_implication, impact_horizon_months,
source_url, source_name, published_at
) VALUES ) VALUES
('LightReading', ('supply_chain',
'https://www.lightreading.com/400g-zr-market-2026', '400G ZR+ Volume Shipments Accelerating H1 2026',
'400G ZR+ Volume Shipments Accelerating in H1 2026', 'Multiple sources confirm 400G ZR+ module shipments ramping >40% QoQ. Coherent, Lumentum, II-VI all report order surge. Pricing dropped from €350 to €285 average since Jan 2026. Further 15-20% decline expected by Q3.',
'Multiple sources confirm 400G ZR+ module shipments are ramping faster than expected. Coherent, Lumentum, and II-VI all report order increases >40% QoQ. Pricing dropped from €350 to €285 average since Jan 2026. Expect further 15-20% decline by Q3.', 0.88, ARRAY['400G','ZR+','QSFP-DD'], 'buy_now', 3,
'market_trend', 'high', 'buy_now', 0.82, '2026-03-28'), 'https://www.lightreading.com/400g-zr-market-2026', 'LightReading',
'2026-03-28 09:00:00+00'),
('FierceTelecom', ('supply_chain',
'https://www.fiercetelecom.com/networking/100g-dr4-price-war', '100G DR4 Price War: FS.com Triggers Industry Reset to $49',
'100G DR4 Price War: FS.com Drops to $49, Triggers Industry Response', 'FS.com reduced 100G QSFP28 DR4 pricing to $49 (from $67) March 2026. 10Gtek and ATGBICS responded within 72h. Flexoptix adjusted to €52. Structural price reset — new floor establishing at $45-55.',
'FS.com reduced 100G QSFP28 DR4 pricing to $49 (from $67) effective March 2026. 10Gtek and ATGBICS responded within 72 hours with matching prices. Flexoptix adjusted EU pricing to €52. This is a structural price reset — the floor is moving down.', 0.95, ARRAY['100G','DR4','QSFP28'], 'buy_now', 2,
'price_event', 'high', 'buy_now', 0.91, '2026-03-15'), 'https://www.fiercetelecom.com/networking/100g-dr4-price-war', 'FierceTelecom',
'2026-03-15 14:00:00+00'),
('Farnell', ('distributor_lead_time',
'https://farnell.com/lead-times-q2-2026', 'QSFP28 100G SR4 Lead Times Extended to 12-16 Weeks — InnoLight Allocation',
'QSFP28 100G SR4 Lead Times Extended — Factory Allocation Issues', 'Farnell reports QSFP28-100G-SR4 lead times extended 12-16 weeks due to component shortages at InnoLight and Lumentum. Spot market prices €15-20 above list. Pre-order Q2/Q3 requirements now.',
'Farnell reports QSFP28-100G-SR4 lead times extended to 12-16 weeks from InnoLight and Lumentum factories due to component shortages. Spot market prices €15-20 above list. Recommendation: pre-order Q2/Q3 requirements now.', 0.91, ARRAY['100G','SR4','QSFP28'], 'buy_now', 3,
'supply_chain', 'high', 'buy_now', 0.87, '2026-03-22'), 'https://farnell.com/lead-times-q2-2026', 'Farnell',
'2026-03-22 10:00:00+00'),
('IEEE 802.3', ('standard_draft',
'https://www.ieee802.org/3/df/index.html', 'IEEE 802.3df 200G/400G/800G PAM4 — Ballot Q2 2026',
'IEEE 802.3df 200G/400G/800G PAM4 Standard — Vote Expected Q2 2026', 'IEEE 802.3 Task Force 802.3df targeting 200G-per-lane PAM4 standard ballot Q2 2026. Enables 800G single-mode modules at sub-€300 by 2027. Will accelerate 400G DR4/FR4 price decline.',
'IEEE 802.3 Task Force 802.3df targeting 200G-per-lane PAM4 standard ballot for Q2 2026. Expected to enable 800G single-mode modules at sub-€300 by 2027. Impacts current 400G DR4/FR4 pricing trajectory — may accelerate decline.', 0.82, ARRAY['800G','400G','PAM4','OSFP'], 'monitor', 9,
'standards', 'medium', 'monitor', 0.78, '2026-03-10'), 'https://www.ieee802.org/3/df/index.html', 'IEEE 802.3',
'2026-03-10 08:00:00+00'),
('Mouser Electronics', ('distributor_lead_time',
'https://mouser.com/optics-availability-q1-2026', 'SFP28 25G Short-Run Availability Improving — Lead Times 2-4 Weeks',
'SFP28 25G Short-Run Availability Improving — Lead Times Down to 2-4 Weeks', 'Mouser reports SFP28 25G SR/LR availability improving significantly Q1 2026. Lead times for generic-compatible SFP28 dropped from 8-10 weeks to 2-4 weeks. Pricing flat to -5% YoY.',
'Mouser reports SFP28 25G SR/LR availability improving significantly in Q1 2026. Lead times for generic-compatible SFP28 dropped from 8-10 weeks to 2-4 weeks. Pricing flat to -5% YoY. Market entering plateau phase.', 0.79, ARRAY['25G','SFP28','SR','LR'], 'monitor', 1,
'supply_chain', 'low', 'monitor', 0.84, '2026-03-18'), 'https://mouser.com/optics-availability-q1-2026', 'Mouser Electronics',
'2026-03-18 11:00:00+00'),
('Arista Community', ('trade_show',
'https://eos.arista.com/800g-announcement', 'Arista 800G OSFP Platform Confirmed — Q3 2026 Delivery',
'Arista Announces 800G OSFP Platform — Delivery Q3 2026', 'Arista Networks confirmed 7800R3-48CQFM-LC supporting 800G OSFP modules, Q3 2026. First enterprise switching platform with native 800G. 400G prices will accelerate decline in H2 2026 as 800G creates pull-through demand.',
'Arista Networks confirmed 7800R3-48CQFM-LC supporting 800G OSFP modules, targeting Q3 2026 availability. First enterprise switching platform with native 800G. Implications: 400G prices will accelerate decline in H2 2026 as 800G creates pull-through demand.', 0.90, ARRAY['800G','OSFP','400G','Arista'], 'buy_now', 6,
'new_product', 'high', 'buy_now', 0.88, '2026-03-05'), 'https://eos.arista.com/800g-announcement', 'Arista Community',
'2026-03-05 09:00:00+00'),
('EU TED', ('tender',
'https://ted.europa.eu/search?q=optical+transceiver', 'EU TED: Deutsche Bahn €3.8M Optical Transceiver Tender Q4 2026',
'EU Public Procurement: Deutsche Bahn €3.8M Optical Transceiver Tender', 'Deutsche Bahn AG tender for 40,000+ QSFP28 100G LR4 and SFP28 25G SR4 for ETCS signalling upgrades. Contract value €3.8M over 3 years. Delivery from Q4 2026. Strong European demand signal.',
'Deutsche Bahn AG issued tender for 40,000+ QSFP28 100G LR4 and SFP28 25G SR4 modules for ETCS signalling upgrades. Contract value €3.8M over 3 years. Delivery from Q4 2026. Represents significant European demand signal for 100G multimode.', 0.76, ARRAY['100G','LR4','25G','SR4'], 'buy_now', 6,
'market_event', 'medium', 'buy_now', 0.75, '2026-03-30'), 'https://ted.europa.eu/search?q=optical+transceiver', 'EU TED',
'2026-03-30 16:00:00+00'),
('Reddit r/networking', ('capex_cycle',
'https://www.reddit.com/r/networking/osfp_800g_interop', 'Transceiver Market Q1 2026: $1.4B Revenue, Up 28% YoY — AI Clusters Drive Growth',
'800G OSFP Interoperability: Early Adopter Field Reports Mixed', 'LightCounting Q1 2026: transceiver market $1.4B, up 28% YoY driven by hyperscaler AI buildouts. 400G QSFP-DD now 38% of revenue. 100G declining share but stable volume. 800G <1% today. Flexoptix-addressable segment ~12% of total.',
'Community thread: early 800G OSFP deployments showing inconsistent interoperability between Coherent and Lumentum modules on Arista 7800. DOM reporting incomplete on some FW versions. Not production-ready for mixed-vendor environments yet. Wait for EOS 4.32+.', 0.93, ARRAY['400G','QSFP-DD','100G','800G'], 'buy_now', 3,
'interop', 'medium', 'hold', 0.72, '2026-03-25'), 'https://lightcounting.com/q1-2026-market-report', 'LightCounting Market Research',
'2026-04-01 08:00:00+00')
('LightCounting Market Research',
'https://lightcounting.com/q1-2026-market-report',
'Transceiver Market Q1 2026: $1.4B Quarterly Revenue, Up 28% YoY',
'LightCounting Q1 2026 report shows transceiver market at $1.4B, up 28% YoY driven by hyperscaler AI cluster buildouts. 400G QSFP-DD now 38% of revenue. 100G declining share but volume stable. 800G <1% today. Flexoptix-addressable market (compatible segment) ~12% of total.',
'market_trend', 'high', 'buy_now', 0.90, '2026-04-01')
ON CONFLICT DO NOTHING; ON CONFLICT DO NOTHING;
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
-- 5. Product lifecycle events — more entries -- 5. Product lifecycle events — additional entries
-- product_lifecycle_events: event_type, title, description, technology,
-- effective_date, source_url, source_name, impact_level, buy_signal
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
INSERT INTO product_lifecycle_events ( INSERT INTO product_lifecycle_events (
product_name, speed_gbps, form_factor, event_type, event_type, title, description, technology,
event_date, source_url, notes, impact_level effective_date, source_url, source_name, impact_level, buy_signal
) VALUES ) VALUES
('QSFP28 100G LR4', 100, 'QSFP28', 'new_standard', ('standard_ratified', 'QSFP28 100G LR4 — IEEE 802.3bs Mature Standard',
'2025-12-01', 'https://ieee802.org/3/bs/', 'IEEE 802.3bs 400GbE fully ratified. 100G LR4 is now the established enterprise standard for 10km+ datacenter interconnect. Full multi-vendor ecosystem, price floor establishing.',
'IEEE 802.3bs 400GbE ratified, making 100G LR4 the established enterprise standard for 10km+ runs. Full ecosystem maturity.', '100G LR4', '2025-12-01',
'medium'), 'https://ieee802.org/3/bs/', 'IEEE 802.3', 'medium', 'buy_now'),
('SFP-10G-SR', 10, 'SFP+', 'eol_announced',
'2026-09-30', 'https://www.cisco.com/c/en/us/products/eol.html', ('eol_announced', 'Cisco SFP-10G-SR EOL Announced — Sep 2026',
'Cisco SFP-10G-SR EOL 2026-09-30 (LDOS 2031-09-30). Volume declining. Compatible alternatives available at 60% lower price.', 'Cisco SFP-10G-SR EOL 2026-09-30. Last day of support 2031-09-30. Volume declining rapidly. Generic compatible alternatives at 60% lower cost readily available.',
'medium'), '10G SR', '2026-09-30',
('QSFP-DD 400G ZR', 400, 'QSFP-DD', 'new_standard', 'https://www.cisco.com/c/en/us/products/eol.html', 'Cisco', 'medium', 'hold'),
'2022-06-15', 'https://400zr.net/',
'OIF 400ZR standard ratified. First coherent pluggable standard. Major ecosystem enabler — now fully supported by Cisco, Arista, Juniper, Nokia.', ('standard_ratified', '400ZR OIF Standard Ratified — Coherent Pluggable Era',
'high'), 'OIF 400ZR standard fully ratified and deployed at scale. Now supported by Cisco, Arista, Juniper, Nokia. Pricing dropped 45% from initial release. Market entering slope of enlightenment.',
('OSFP 800G', 800, 'OSFP', 'in_development', '400G ZR', '2022-06-15',
'2026-03-01', 'https://opensystemsintegration.com/800G-MSA', 'https://400zr.net/', 'OIF', 'high', 'buy_now'),
'800G OSFP MSA draft v2.0 published. Sampling from Coherent and Lumentum. General availability expected Q3-Q4 2026.',
'high'), ('standard_draft', '800G OSFP MSA Draft v2.0 Published',
('SFP28 25G SR4', 25, 'SFP28', 'price_floor', '800G OSFP MSA draft v2.0 published. Sampling from Coherent and Lumentum expected Q2 2026. General availability Q3-Q4 2026. Will displace 400G QSFP-DD in hyperscale builds from 2027.',
'2026-01-15', 'https://fs.com/25g-sfp28-market', '800G OSFP', '2026-03-01',
'25G SR4 market reached price floor at ~$8-12 (generic compatible). No further significant price decline expected. Stable supply from multiple Chinese manufacturers.', 'https://opensystemsintegration.com/800G-MSA', 'OSFP MSA', 'high', 'monitor'),
'low'),
('QSFP28 100G DR4', 100, 'QSFP28', 'price_drop', ('price_floor', 'SFP28 25G SR4 — Price Floor Reached at €8-12',
'2026-03-15', 'https://www.fiercetelecom.com/networking/100g-dr4-price-war', '25G SR4 market reached structural price floor ~€8-12 (generic compatible). Multiple Chinese manufacturers (InnoLight, Eoptolink) in volume production. No further significant decline expected.',
'FS.com price drop to $49 triggered industry-wide 100G DR4 repricing. New price floor establishing at $45-55 range.', '25G SFP28', '2026-01-15',
'high') 'https://fs.com/25g-sfp28-market', 'FS.com', 'low', 'buy_now'),
('supply_chain', '100G DR4 Price Reset — New Floor Establishing at $45-55',
'FS.com price drop to $49 triggered industry-wide 100G DR4 repricing March 2026. New competitive floor at $45-55 range. Flexoptix EUR equivalent €44-52. Optimal buy window now open.',
'100G DR4', '2026-03-15',
'https://www.fiercetelecom.com/networking/100g-dr4-price-war', 'FierceTelecom', 'high', 'buy_now')
ON CONFLICT DO NOTHING; ON CONFLICT DO NOTHING;
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
-- 6. Update known issues count on transceivers (computed field) -- 6. Update computed count fields
-- ───────────────────────────────────────────────────────────────────────────── -- ─────────────────────────────────────────────────────────────────────────────
UPDATE transceivers t SET known_issues_count = ( UPDATE transceivers t SET known_issues_count = (
SELECT COUNT(*) FROM product_issues pi WHERE pi.transceiver_id = t.id SELECT COUNT(*) FROM product_issues pi WHERE pi.transceiver_id = t.id
); );
UPDATE transceivers t SET documents_count = ( UPDATE transceivers t SET documents_count = (
SELECT COUNT(*) FROM product_documents pd WHERE pd.transceiver_id = t.id SELECT COUNT(*) FROM product_documents pd WHERE pd.transceiver_id = t.id
); );
-- Summary
SELECT
(SELECT COUNT(*) FROM abc_classification) AS abc_entries,
(SELECT COUNT(*) FROM reorder_signals) AS reorder_signals,
(SELECT COUNT(*) FROM stock_snapshots) AS stock_snapshots,
(SELECT COUNT(*) FROM market_intelligence) AS market_intel,
(SELECT COUNT(*) FROM product_lifecycle_events) AS lifecycle_events;