feat: Procurement Intelligence Engine (WS0c)

- Migration 019: stock_snapshots, abc_classification, reorder_signals,
  product_lifecycle_events, market_intelligence, crawler_llm_log tables
- Seeded 7 market intel events (OFC 2026, AWS/Azure CapEx, Coherent lead times,
  EU TED tenders, ECOC 2026, IEEE 802.3df)
- Seeded 4 lifecycle events (Cisco SFP-10G-LR EOL, Juniper EOL,
  400ZR ratified, 800G MSA draft)
- Crawler LLM: core.ts (Ollama-based extractor), stock-schema.ts (typed schemas
  + vendor profiles for Flexoptix/FS.com/10Gtek/ATGBICS/ProLabs/Farnell/Mouser),
  validator.ts (rule-based sanity checks + cross-validation)
- market-intelligence.ts scraper: OFC/ECOC, LightReading, IEEE 802.3, EU TED,
  Farnell/Mouser lead times, FierceTelecom — weekly via pg-boss
- computeAbcClassification(): dynamic A/B/C classification from price obs +
  compat count + vendor breadth
- computeReorderSignals(): buy_now/wait/hold/monitor with reasons + signal strength
- API: GET /api/procurement/overview|signals|signals/:id|abc|market-intel|
  stock-trends/:id|lifecycle
- Dashboard: Procurement Intel tab with Reorder Signals, ABC table,
  Market Intel cards, Lifecycle Events

packages/api/src/index.ts

@@ -20,6 +20,7 @@ import { transportRouter } from "./routes/transport";
 import { datasheetRouter } from "./routes/datasheets";
 import { hotTopicsRouter } from "./routes/hot-topics";
 import { adoptionRouter } from "./routes/adoption";
+import { procurementRouter } from "./routes/procurement";
 
 const app = express();
 
@@ -56,6 +57,7 @@ app.use("/api/transport", transportRouter);
 app.use("/api/datasheets", datasheetRouter);
 app.use("/api/adoption", adoptionRouter);
 app.use("/api/hot-topics", hotTopicsRouter);
+app.use("/api/procurement", procurementRouter);
 
 // Dashboard (static HTML)
 app.use("/dashboard", express.static(join(__dirname, "..", "..", "dashboard")));

packages/api/src/routes/procurement.ts

@@ -0,0 +1,293 @@
+/**
+ * WS0c: Procurement Intelligence API
+ *
+ * Endpoints:
+ *   GET /api/procurement/overview          — Dashboard summary
+ *   GET /api/procurement/signals           — Active reorder signals
+ *   GET /api/procurement/signals/:id       — Signal for a specific transceiver
+ *   GET /api/procurement/abc               — ABC classification list
+ *   GET /api/procurement/market-intel      — Market intelligence events
+ *   GET /api/procurement/stock-trends/:id  — Stock history for a transceiver
+ *   GET /api/procurement/lifecycle         — Lifecycle events (EOL, standards)
+ */
+import { Router, Request, Response } from "express";
+import { pool } from "../db/client";
+
+export const procurementRouter = Router();
+
+// ─────────────────────────────────────────────────────────────────────────────
+// GET /api/procurement/overview
+// ─────────────────────────────────────────────────────────────────────────────
+procurementRouter.get("/overview", async (_req: Request, res: Response) => {
+  try {
+    const [signals, abc, intel, lifecycle] = await Promise.all([
+      pool.query(`
+        SELECT signal, COUNT(*) AS count
+        FROM reorder_signals
+        WHERE expires_at > NOW()
+          AND computed_at = (SELECT MAX(r2.computed_at) FROM reorder_signals r2 WHERE r2.transceiver_id = reorder_signals.transceiver_id)
+        GROUP BY signal
+      `),
+      pool.query(`
+        SELECT abc_class, COUNT(*) AS count FROM abc_classification GROUP BY abc_class ORDER BY abc_class
+      `),
+      pool.query(`
+        SELECT intel_type, buy_signal_implication, COUNT(*) AS count
+        FROM market_intelligence
+        WHERE created_at > NOW() - INTERVAL '90 days'
+        GROUP BY intel_type, buy_signal_implication
+        ORDER BY count DESC
+        LIMIT 10
+      `),
+      pool.query(`
+        SELECT event_type, impact_level, COUNT(*) AS count
+        FROM product_lifecycle_events
+        WHERE created_at > NOW() - INTERVAL '180 days'
+        GROUP BY event_type, impact_level
+        ORDER BY count DESC
+      `),
+    ]);
+
+    res.json({
+      signals_summary: signals.rows,
+      abc_summary: abc.rows,
+      market_intel_summary: intel.rows,
+      lifecycle_summary: lifecycle.rows,
+    });
+  } catch (err) {
+    console.error("Procurement overview error:", err);
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// ─────────────────────────────────────────────────────────────────────────────
+// GET /api/procurement/signals?signal=buy_now&abc_class=A&limit=50&offset=0
+// ─────────────────────────────────────────────────────────────────────────────
+procurementRouter.get("/signals", async (req: Request, res: Response) => {
+  try {
+    const {
+      signal, abc_class, form_factor, speed_gbps,
+      limit = "50", offset = "0"
+    } = req.query;
+
+    let sql = `
+      SELECT rs.*,
+        t.part_number, t.standard_name, t.form_factor, t.speed_gbps,
+        t.reach_label, t.image_url, t.image_r2_key,
+        ac.abc_class, ac.demand_score, ac.supply_risk,
+        v.name AS vendor_name
+      FROM reorder_signals rs
+      JOIN transceivers t ON rs.transceiver_id = t.id
+      LEFT JOIN abc_classification ac ON ac.transceiver_id = t.id
+      LEFT JOIN vendors v ON t.vendor_id = v.id
+      WHERE rs.expires_at > NOW()
+        AND rs.computed_at = (
+          SELECT MAX(r2.computed_at) FROM reorder_signals r2 WHERE r2.transceiver_id = rs.transceiver_id
+        )
+    `;
+    const params: any[] = [];
+    let idx = 1;
+
+    if (signal) { sql += ` AND rs.signal = $${idx}`; params.push(signal); idx++; }
+    if (abc_class) { sql += ` AND ac.abc_class = $${idx}`; params.push(abc_class); idx++; }
+    if (form_factor) { sql += ` AND t.form_factor = $${idx}`; params.push(form_factor); idx++; }
+    if (speed_gbps) { sql += ` AND t.speed_gbps = $${idx}`; params.push(parseFloat(speed_gbps as string)); idx++; }
+
+    sql += ` ORDER BY rs.signal_strength DESC LIMIT $${idx} OFFSET $${idx + 1}`;
+    params.push(parseInt(limit as string), parseInt(offset as string));
+
+    const result = await pool.query(sql, params);
+    res.json({ data: result.rows, total: result.rowCount });
+  } catch (err) {
+    console.error("Signals error:", err);
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// ─────────────────────────────────────────────────────────────────────────────
+// GET /api/procurement/signals/:transceiver_id
+// ─────────────────────────────────────────────────────────────────────────────
+procurementRouter.get("/signals/:id", async (req: Request, res: Response) => {
+  try {
+    const { id } = req.params;
+
+    const [signal, stockHistory, priceHistory, lifecycle] = await Promise.all([
+      pool.query(`
+        SELECT rs.*, ac.abc_class, ac.demand_score, ac.supply_risk
+        FROM reorder_signals rs
+        LEFT JOIN abc_classification ac ON ac.transceiver_id = rs.transceiver_id
+        WHERE rs.transceiver_id::text = $1
+        ORDER BY rs.computed_at DESC LIMIT 1
+      `, [id]),
+
+      pool.query(`
+        SELECT ss.stock_level, ss.stock_quantity, ss.incoming_quantity,
+          ss.incoming_eta, ss.lead_time_days, ss.moq, ss.price_breaks,
+          ss.scraped_at, ss.crawler_confidence,
+          v.name AS vendor_name
+        FROM stock_snapshots ss
+        JOIN vendors v ON ss.vendor_id = v.id
+        WHERE ss.transceiver_id::text = $1
+        ORDER BY ss.scraped_at DESC LIMIT 50
+      `, [id]),
+
+      pool.query(`
+        SELECT po.price, po.currency, po.time,
+          v.name AS vendor_name
+        FROM price_observations po
+        JOIN vendors v ON po.source_vendor_id = v.id
+        WHERE po.transceiver_id::text = $1
+        ORDER BY po.time DESC LIMIT 30
+      `, [id]),
+
+      pool.query(`
+        SELECT * FROM product_lifecycle_events
+        WHERE transceiver_id::text = $1
+        ORDER BY effective_date ASC NULLS LAST, created_at DESC
+      `, [id]),
+    ]);
+
+    res.json({
+      signal: signal.rows[0] || null,
+      stock_history: stockHistory.rows,
+      price_history: priceHistory.rows,
+      lifecycle_events: lifecycle.rows,
+    });
+  } catch (err) {
+    console.error("Signal detail error:", err);
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// ─────────────────────────────────────────────────────────────────────────────
+// GET /api/procurement/abc?class=A&form_factor=QSFP28
+// ─────────────────────────────────────────────────────────────────────────────
+procurementRouter.get("/abc", async (req: Request, res: Response) => {
+  try {
+    const { class: cls, form_factor, speed_gbps, limit = "100", offset = "0" } = req.query;
+
+    let sql = `
+      SELECT ac.*,
+        t.part_number, t.standard_name, t.form_factor, t.speed_gbps,
+        t.reach_label, t.image_url,
+        v.name AS vendor_name,
+        rs.signal, rs.signal_strength
+      FROM abc_classification ac
+      JOIN transceivers t ON ac.transceiver_id = t.id
+      LEFT JOIN vendors v ON t.vendor_id = v.id
+      LEFT JOIN LATERAL (
+        SELECT signal, signal_strength FROM reorder_signals
+        WHERE transceiver_id = ac.transceiver_id AND expires_at > NOW()
+        ORDER BY computed_at DESC LIMIT 1
+      ) rs ON true
+      WHERE 1=1
+    `;
+    const params: any[] = [];
+    let idx = 1;
+
+    if (cls) { sql += ` AND ac.abc_class = $${idx}`; params.push(cls); idx++; }
+    if (form_factor) { sql += ` AND t.form_factor = $${idx}`; params.push(form_factor); idx++; }
+    if (speed_gbps) { sql += ` AND t.speed_gbps = $${idx}`; params.push(parseFloat(speed_gbps as string)); idx++; }
+
+    sql += ` ORDER BY ac.abc_class, ac.demand_score DESC LIMIT $${idx} OFFSET $${idx + 1}`;
+    params.push(parseInt(limit as string), parseInt(offset as string));
+
+    const result = await pool.query(sql, params);
+    res.json({ data: result.rows, total: result.rowCount });
+  } catch (err) {
+    console.error("ABC error:", err);
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// ─────────────────────────────────────────────────────────────────────────────
+// GET /api/procurement/market-intel?type=&days=90&signal=buy_now
+// ─────────────────────────────────────────────────────────────────────────────
+procurementRouter.get("/market-intel", async (req: Request, res: Response) => {
+  try {
+    const {
+      type, days = "90", signal, technology,
+      limit = "50", offset = "0"
+    } = req.query;
+
+    let sql = `
+      SELECT * FROM market_intelligence
+      WHERE created_at > NOW() - INTERVAL '1 day' * $1
+    `;
+    const params: any[] = [parseInt(days as string)];
+    let idx = 2;
+
+    if (type) { sql += ` AND intel_type = $${idx}`; params.push(type); idx++; }
+    if (signal) { sql += ` AND buy_signal_implication = $${idx}`; params.push(signal); idx++; }
+    if (technology) { sql += ` AND $${idx} = ANY(technologies)`; params.push(technology); idx++; }
+
+    sql += ` ORDER BY relevance_score DESC, created_at DESC LIMIT $${idx} OFFSET $${idx + 1}`;
+    params.push(parseInt(limit as string), parseInt(offset as string));
+
+    const result = await pool.query(sql, params);
+    res.json({ data: result.rows, total: result.rowCount });
+  } catch (err) {
+    console.error("Market intel error:", err);
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// ─────────────────────────────────────────────────────────────────────────────
+// GET /api/procurement/stock-trends/:transceiver_id
+// ─────────────────────────────────────────────────────────────────────────────
+procurementRouter.get("/stock-trends/:id", async (req: Request, res: Response) => {
+  try {
+    const result = await pool.query(`
+      SELECT DISTINCT ON (ss.vendor_id, date_trunc('day', ss.scraped_at))
+        ss.stock_level, ss.stock_quantity, ss.incoming_quantity,
+        ss.incoming_eta, ss.lead_time_days, ss.scraped_at,
+        v.name AS vendor_name
+      FROM stock_snapshots ss
+      JOIN vendors v ON ss.vendor_id = v.id
+      WHERE ss.transceiver_id::text = $1
+      ORDER BY ss.vendor_id, date_trunc('day', ss.scraped_at) DESC, ss.scraped_at DESC
+      LIMIT 200
+    `, [req.params.id]);
+
+    res.json({ data: result.rows });
+  } catch (err) {
+    console.error("Stock trends error:", err);
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// ─────────────────────────────────────────────────────────────────────────────
+// GET /api/procurement/lifecycle?type=eol_announced&impact=high&days=180
+// ─────────────────────────────────────────────────────────────────────────────
+procurementRouter.get("/lifecycle", async (req: Request, res: Response) => {
+  try {
+    const {
+      type, impact, technology, signal,
+      days = "180", limit = "50"
+    } = req.query;
+
+    let sql = `
+      SELECT ple.*,
+        t.part_number, t.standard_name, t.form_factor, t.speed_gbps
+      FROM product_lifecycle_events ple
+      LEFT JOIN transceivers t ON ple.transceiver_id = t.id
+      WHERE ple.created_at > NOW() - INTERVAL '1 day' * $1
+    `;
+    const params: any[] = [parseInt(days as string)];
+    let idx = 2;
+
+    if (type) { sql += ` AND ple.event_type = $${idx}`; params.push(type); idx++; }
+    if (impact) { sql += ` AND ple.impact_level = $${idx}`; params.push(impact); idx++; }
+    if (technology) { sql += ` AND ple.technology ILIKE $${idx}`; params.push(`%${technology}%`); idx++; }
+    if (signal) { sql += ` AND ple.buy_signal = $${idx}`; params.push(signal); idx++; }
+
+    sql += ` ORDER BY ple.impact_level DESC, ple.effective_date ASC NULLS LAST, ple.created_at DESC LIMIT $${idx}`;
+    params.push(parseInt(limit as string));
+
+    const result = await pool.query(sql, params);
+    res.json({ data: result.rows });
+  } catch (err) {
+    console.error("Lifecycle error:", err);
+    res.status(500).json({ error: "Internal server error" });
+  }
+});

packages/dashboard/index.html

@@ -639,6 +639,52 @@
     .compare-diff { background: var(--yellow-light); }
     .compare-best { background: var(--green-light); font-weight: 600; }
     .compare-cb { width: 16px; height: 16px; cursor: pointer; accent-color: var(--purple); }
+
+    /* === PROCUREMENT TAB === */
+    .proc-btn {
+      background: var(--surface2); border: 1px solid var(--border);
+      padding: 5px 14px; border-radius: 6px; cursor: pointer;
+      font-size: 0.78rem; font-weight: 600; color: var(--text-dim);
+      transition: all 0.15s;
+    }
+    .proc-btn:hover { color: var(--text); border-color: var(--accent); }
+    .proc-btn-active { background: var(--accent); color: #fff !important; border-color: var(--accent) !important; }
+
+    .signal-card {
+      background: var(--surface); border: 1px solid var(--border);
+      border-radius: var(--radius-lg); padding: 1rem;
+      box-shadow: var(--shadow-card); position: relative;
+    }
+    .signal-card:hover { box-shadow: var(--shadow-hover); }
+    .signal-buy  { border-left: 3px solid #c1121f; }
+    .signal-wait { border-left: 3px solid var(--yellow); }
+    .signal-hold { border-left: 3px solid var(--green); }
+    .signal-monitor { border-left: 3px solid var(--purple); }
+
+    .sig-badge-buy     { background:#fde8e8; color:#c1121f; }
+    .sig-badge-wait    { background:var(--yellow-light); color:#a06000; }
+    .sig-badge-hold    { background:var(--green-light); color:#1b4332; }
+    .sig-badge-monitor { background:var(--purple-light); color:#5a3fcf; }
+
+    .intel-card {
+      background: var(--surface); border: 1px solid var(--border);
+      border-radius: var(--radius-lg); padding: 1rem;
+      box-shadow: var(--shadow-card);
+    }
+    .intel-badge {
+      display: inline-block; padding: 2px 8px; border-radius: 4px;
+      font-size: 0.65rem; font-weight: 700; text-transform: uppercase;
+      letter-spacing: 0.06em; margin-bottom: 0.5rem;
+    }
+    .intel-buy  { background:#fde8e8; color:#c1121f; }
+    .intel-wait { background:var(--yellow-light); color:#a06000; }
+    .intel-hold { background:var(--green-light); color:#1b4332; }
+    .intel-monitor { background:var(--purple-light); color:#5a3fcf; }
+    .intel-none { background:var(--surface2); color:var(--text-dim); }
+
+    .abc-a { background:#fde8e8; color:#c1121f; font-weight:800; padding:2px 7px; border-radius:4px; }
+    .abc-b { background:var(--yellow-light); color:#a06000; font-weight:800; padding:2px 7px; border-radius:4px; }
+    .abc-c { background:var(--surface2); color:var(--text-dim); font-weight:800; padding:2px 7px; border-radius:4px; }
   </style>
 </head>
 <body>
@@ -680,6 +726,7 @@
   <div class="tab" data-tab="news">News</div>
   <div class="tab" data-tab="finder">Finder</div>
   <div class="tab" data-tab="blog">Blog Engine</div>
+  <div class="tab" data-tab="procurement">Procurement Intel</div>
 </div>
 
 <div class="main">
@@ -905,6 +952,75 @@
     <div id="blog-pipeline-status"></div>
     <div style="margin-bottom:0.5rem;text-align:right"><button onclick="deleteAllTemplateDrafts()" style="background:#c1121f;color:white;border:none;padding:5px 12px;border-radius:6px;cursor:pointer;font-size:0.7rem">Delete All Templates</button></div><div class="card"><div id="blog-list"></div></div>
   </div>
+
+  <!-- PROCUREMENT INTEL TAB -->
+  <div id="tab-procurement" class="hidden">
+
+    <!-- Sub-nav -->
+    <div style="display:flex;gap:0.5rem;margin-bottom:1.25rem;flex-wrap:wrap;align-items:center">
+      <button onclick="showProcSection('signals')" id="proc-btn-signals" class="proc-btn proc-btn-active">Reorder Signals</button>
+      <button onclick="showProcSection('abc')" id="proc-btn-abc" class="proc-btn">ABC Classes</button>
+      <button onclick="showProcSection('market')" id="proc-btn-market" class="proc-btn">Market Intel</button>
+      <button onclick="showProcSection('lifecycle')" id="proc-btn-lifecycle" class="proc-btn">Lifecycle Events</button>
+      <div style="flex:1"></div>
+      <button onclick="loadProcurement()" style="background:var(--surface2);border:1px solid var(--border);padding:4px 12px;border-radius:6px;cursor:pointer;font-size:0.75rem;color:var(--text)">↻ Refresh</button>
+    </div>
+
+    <!-- Reorder Signals section -->
+    <div id="proc-section-signals">
+      <div style="display:flex;gap:0.5rem;margin-bottom:1rem;flex-wrap:wrap">
+        <button onclick="filterSignal('')" id="sig-all" style="background:var(--accent);color:white;border:none;padding:3px 10px;border-radius:4px;cursor:pointer;font-size:0.75rem">All</button>
+        <button onclick="filterSignal('buy_now')" style="background:rgba(193,18,31,0.1);border:1px solid rgba(193,18,31,0.3);color:#c1121f;padding:3px 10px;border-radius:4px;cursor:pointer;font-size:0.75rem">🔴 Buy Now</button>
+        <button onclick="filterSignal('wait')" style="background:rgba(255,160,0,0.1);border:1px solid rgba(255,160,0,0.3);color:#c07000;padding:3px 10px;border-radius:4px;cursor:pointer;font-size:0.75rem">🟡 Wait</button>
+        <button onclick="filterSignal('hold')" style="background:rgba(45,106,79,0.1);border:1px solid rgba(45,106,79,0.3);color:#2d6a4f;padding:3px 10px;border-radius:4px;cursor:pointer;font-size:0.75rem">🟢 Hold</button>
+        <button onclick="filterSignal('monitor')" style="background:rgba(124,92,252,0.1);border:1px solid rgba(124,92,252,0.3);color:#7c5cfc;padding:3px 10px;border-radius:4px;cursor:pointer;font-size:0.75rem">🔵 Monitor</button>
+      </div>
+      <div id="proc-signals-grid" style="display:grid;gap:0.75rem;grid-template-columns:repeat(auto-fill,minmax(320px,1fr))">
+        <div class="loading pulse">Loading reorder signals...</div>
+      </div>
+    </div>
+
+    <!-- ABC Classification section -->
+    <div id="proc-section-abc" style="display:none">
+      <div style="display:flex;gap:0.5rem;margin-bottom:1rem">
+        <button onclick="filterAbc('')" style="background:var(--accent);color:white;border:none;padding:3px 10px;border-radius:4px;cursor:pointer;font-size:0.75rem">All</button>
+        <button onclick="filterAbc('A')" style="background:rgba(193,18,31,0.1);border:1px solid rgba(193,18,31,0.3);color:#c1121f;padding:3px 10px;border-radius:4px;cursor:pointer;font-size:0.75rem">A — High Turnover</button>
+        <button onclick="filterAbc('B')" style="background:rgba(255,160,0,0.1);border:1px solid rgba(255,160,0,0.3);color:#c07000;padding:3px 10px;border-radius:4px;cursor:pointer;font-size:0.75rem">B — Medium</button>
+        <button onclick="filterAbc('C')" style="background:rgba(136,136,136,0.12);border:1px solid #ddd;color:var(--text-dim);padding:3px 10px;border-radius:4px;cursor:pointer;font-size:0.75rem">C — Low</button>
+      </div>
+      <div class="card" style="overflow-x:auto">
+        <table style="width:100%;border-collapse:collapse;font-size:0.8rem" id="abc-table">
+          <thead><tr style="border-bottom:2px solid var(--border);color:var(--text-dim);font-size:0.7rem;font-weight:700;text-transform:uppercase">
+            <th style="text-align:left;padding:8px 6px">Class</th>
+            <th style="text-align:left;padding:8px 6px">Product</th>
+            <th style="text-align:left;padding:8px 6px">Form Factor</th>
+            <th style="text-align:right;padding:8px 6px">Demand Score</th>
+            <th style="text-align:right;padding:8px 6px">Compat.</th>
+            <th style="text-align:right;padding:8px 6px">Vendors</th>
+            <th style="text-align:left;padding:8px 6px">Supply Risk</th>
+            <th style="text-align:left;padding:8px 6px">Signal</th>
+          </tr></thead>
+          <tbody id="abc-tbody"><tr><td colspan="8" style="padding:1rem;color:var(--text-dim)">Loading...</td></tr></tbody>
+        </table>
+      </div>
+    </div>
+
+    <!-- Market Intelligence section -->
+    <div id="proc-section-market" style="display:none">
+      <div id="proc-market-grid" style="display:grid;gap:0.75rem;grid-template-columns:repeat(auto-fill,minmax(400px,1fr))">
+        <div class="loading pulse">Loading market intelligence...</div>
+      </div>
+    </div>
+
+    <!-- Lifecycle Events section -->
+    <div id="proc-section-lifecycle" style="display:none">
+      <div id="proc-lifecycle-grid" style="display:grid;gap:0.75rem;grid-template-columns:repeat(auto-fill,minmax(400px,1fr))">
+        <div class="loading pulse">Loading lifecycle events...</div>
+      </div>
+    </div>
+
+  </div><!-- end tab-procurement -->
+
 </div>
 
 </div><!-- .app -->
@@ -1221,6 +1337,7 @@ function goToTab(tabName) {
   if (tabName === 'news') loadNews();
   if (tabName === 'blog') loadBlogDrafts();
   if (tabName === 'finder') document.getElementById('finder-switch-input').focus();
+  if (tabName === 'procurement') loadProcurement();
 }
 
 document.querySelectorAll('.tab').forEach(function(tab) {
@@ -2897,6 +3014,210 @@ el('compare-overlay').addEventListener('click', function(e) {
   if (e.target === this) this.classList.remove('visible');
 });
 
+// ─── PROCUREMENT INTEL ───────────────────────────────────────────────────────
+
+var procCurrentSignalFilter = '';
+var procCurrentAbcFilter = '';
+var procSignalsData = [];
+var procAbcData = [];
+
+function showProcSection(name) {
+  ['signals','abc','market','lifecycle'].forEach(function(s) {
+    var sec = el('proc-section-' + s);
+    var btn = el('proc-btn-' + s);
+    if (sec) sec.style.display = s === name ? '' : 'none';
+    if (btn) { btn.classList.toggle('proc-btn-active', s === name); }
+  });
+}
+
+async function loadProcurement() {
+  await Promise.all([
+    loadProcSignals(),
+    loadProcAbc(),
+    loadProcMarketIntel(),
+    loadProcLifecycle(),
+  ]);
+}
+
+async function loadProcSignals() {
+  var container = el('proc-signals-grid');
+  container.innerHTML = '<div class="loading pulse">Loading signals...</div>';
+  try {
+    var d = await api('/api/procurement/signals?limit=100');
+    procSignalsData = d.data || [];
+    renderSignals(procCurrentSignalFilter);
+  } catch(e) {
+    container.innerHTML = '<div style="color:var(--text-dim);padding:1rem">No reorder signals yet — run the scraper to populate.</div>';
+  }
+}
+
+function filterSignal(sig) {
+  procCurrentSignalFilter = sig;
+  renderSignals(sig);
+}
+
+function renderSignals(filterSig) {
+  var data = filterSig ? procSignalsData.filter(function(r) { return r.signal === filterSig; }) : procSignalsData;
+  var container = el('proc-signals-grid');
+  if (!data.length) {
+    container.innerHTML = '<div style="color:var(--text-dim);padding:1rem;grid-column:1/-1">No signals for this filter.</div>';
+    return;
+  }
+  var signalIcon = { buy_now:'🔴', wait:'🟡', hold:'🟢', monitor:'🔵' };
+  var signalLabel = { buy_now:'Buy Now', wait:'Wait', hold:'Hold', monitor:'Monitor' };
+  container.innerHTML = data.map(function(r) {
+    var reasons = [];
+    try { reasons = JSON.parse(r.reasons || '[]'); } catch(e) {}
+    var sigClass = 'signal-' + (r.signal || 'monitor').replace('_','-');
+    var badgeClass = 'sig-badge-' + (r.signal || 'monitor').replace('_now','').replace('_','');
+    var abcBadge = r.abc_class ? '<span class="abc-' + r.abc_class.toLowerCase() + '">' + r.abc_class + '</span>' : '';
+    var strengthPct = Math.round((r.signal_strength || 0) * 100);
+    var productName = r.standard_name || r.part_number || r.slug || '—';
+    var imgHtml = '';
+    if (r.image_r2_key) {
+      imgHtml = '<img src="https://pub-placeholder.r2.dev/' + esc(r.image_r2_key) + '" style="width:36px;height:36px;object-fit:contain;border-radius:4px;margin-right:0.5rem;flex-shrink:0" onerror="this.style.display=\'none\'">';
+    }
+    return '<div class="signal-card ' + sigClass + '">'
+      + '<div style="display:flex;align-items:flex-start;gap:0.25rem;margin-bottom:0.5rem">'
+      + imgHtml
+      + '<div style="flex:1;min-width:0">'
+      + '<div style="font-weight:700;font-size:0.82rem;white-space:nowrap;overflow:hidden;text-overflow:ellipsis">' + esc(productName) + '</div>'
+      + '<div style="font-size:0.7rem;color:var(--text-dim)">' + esc(r.form_factor || '') + (r.speed_gbps ? ' · ' + r.speed_gbps + 'G' : '') + (r.vendor_name ? ' · ' + esc(r.vendor_name) : '') + '</div>'
+      + '</div>'
+      + '</div>'
+      + '<div style="display:flex;gap:0.4rem;align-items:center;margin-bottom:0.6rem;flex-wrap:wrap">'
+      + '<span class="intel-badge ' + badgeClass + '">' + (signalIcon[r.signal] || '') + ' ' + (signalLabel[r.signal] || r.signal) + '</span>'
+      + abcBadge
+      + (r.supply_risk ? '<span style="font-size:0.65rem;padding:2px 6px;border-radius:3px;background:var(--surface2);color:var(--text-dim)">' + esc(r.supply_risk) + ' risk</span>' : '')
+      + '</div>'
+      + '<div style="font-size:0.7rem;color:var(--text-dim);margin-bottom:0.5rem">'
+      + (reasons.length ? reasons.map(function(r2) { return '→ ' + esc(r2); }).join('<br>') : 'Insufficient data')
+      + '</div>'
+      + '<div style="display:flex;gap:1rem;font-size:0.7rem;color:var(--text-dim)">'
+      + (r.stock_trend ? '<span>Stock: <b style="color:var(--text)">' + r.stock_trend + '</b></span>' : '')
+      + (r.price_trend ? '<span>Price: <b style="color:var(--text)">' + r.price_trend + '</b></span>' : '')
+      + (r.lead_time_weeks ? '<span>Lead: <b style="color:var(--text)">' + r.lead_time_weeks + 'w</b></span>' : '')
+      + '</div>'
+      + '<div style="margin-top:0.6rem;background:var(--surface2);border-radius:3px;height:4px">'
+      + '<div style="height:4px;border-radius:3px;width:' + strengthPct + '%;background:var(--accent)"></div>'
+      + '</div>'
+      + '<div style="font-size:0.65rem;color:var(--text-dim);text-align:right;margin-top:2px">Signal strength: ' + strengthPct + '%</div>'
+      + '</div>';
+  }).join('');
+}
+
+async function loadProcAbc() {
+  try {
+    var d = await api('/api/procurement/abc?limit=200');
+    procAbcData = d.data || [];
+    renderAbcTable(procCurrentAbcFilter);
+  } catch(e) {
+    el('abc-tbody').innerHTML = '<tr><td colspan="8" style="padding:1rem;color:var(--text-dim)">No ABC data yet — run compute:abc job.</td></tr>';
+  }
+}
+
+function filterAbc(cls) {
+  procCurrentAbcFilter = cls;
+  renderAbcTable(cls);
+}
+
+function renderAbcTable(filterCls) {
+  var data = filterCls ? procAbcData.filter(function(r) { return r.abc_class === filterCls; }) : procAbcData;
+  var sigIcon = { buy_now:'🔴', wait:'🟡', hold:'🟢', monitor:'🔵' };
+  el('abc-tbody').innerHTML = data.map(function(r) {
+    var abcEl = '<span class="abc-' + (r.abc_class || 'c').toLowerCase() + '">' + (r.abc_class || '—') + '</span>';
+    return '<tr style="border-bottom:1px solid var(--border)">'
+      + '<td style="padding:7px 6px">' + abcEl + '</td>'
+      + '<td style="padding:7px 6px"><div style="font-weight:600">' + esc(r.standard_name || r.part_number || '—') + '</div><div style="font-size:0.68rem;color:var(--text-dim)">' + esc(r.vendor_name || '') + '</div></td>'
+      + '<td style="padding:7px 6px;font-family:var(--mono);font-size:0.75rem">' + esc(r.form_factor || '—') + '</td>'
+      + '<td style="padding:7px 6px;text-align:right;font-family:var(--mono)">' + (r.demand_score ? parseFloat(r.demand_score).toFixed(0) : '—') + '</td>'
+      + '<td style="padding:7px 6px;text-align:right;font-family:var(--mono)">' + (r.compat_count || 0) + '</td>'
+      + '<td style="padding:7px 6px;text-align:right;font-family:var(--mono)">' + (r.vendor_count || 0) + '</td>'
+      + '<td style="padding:7px 6px;font-size:0.75rem;color:' + (r.supply_risk === 'high' ? 'var(--red)' : r.supply_risk === 'medium' ? 'var(--yellow)' : 'var(--green)') + '">' + esc(r.supply_risk || '—') + '</td>'
+      + '<td style="padding:7px 6px">' + (r.signal ? (sigIcon[r.signal] || '') + ' ' + r.signal.replace('_',' ') : '—') + '</td>'
+      + '</tr>';
+  }).join('') || '<tr><td colspan="8" style="padding:1rem;color:var(--text-dim)">No data for this filter.</td></tr>';
+}
+
+async function loadProcMarketIntel() {
+  var container = el('proc-market-grid');
+  try {
+    var d = await api('/api/procurement/market-intel?days=180&limit=50');
+    var items = d.data || [];
+    if (!items.length) {
+      container.innerHTML = '<div style="color:var(--text-dim);padding:1rem;grid-column:1/-1">No market intelligence yet.</div>';
+      return;
+    }
+    var typeIcon = {
+      capex_cycle:'💰', trade_show:'🎪', standard_ratified:'📋',
+      standard_draft:'📝', distributor_lead_time:'🚚', supply_chain:'🏭', tender:'📑'
+    };
+    container.innerHTML = items.map(function(item) {
+      var sig = item.buy_signal_implication || 'none';
+      var badgeClass = 'intel-' + sig.replace('_now','').replace('_','');
+      var sigLabel = { buy_now:'🔴 Buy Now', wait:'🟡 Wait', hold:'🟢 Hold', monitor:'🔵 Monitor', none:'—' };
+      var techs = (item.technologies || []).map(function(t) {
+        return '<span style="font-size:0.65rem;padding:1px 6px;border-radius:3px;background:var(--surface2);color:var(--text-dim)">' + esc(t) + '</span>';
+      }).join(' ');
+      return '<div class="intel-card">'
+        + '<div style="display:flex;gap:0.5rem;align-items:flex-start;margin-bottom:0.4rem">'
+        + '<span style="font-size:1.2rem">' + (typeIcon[item.intel_type] || '📊') + '</span>'
+        + '<div style="flex:1">'
+        + '<span class="intel-badge ' + badgeClass + '">' + (sigLabel[sig] || sig) + '</span>'
+        + '<div style="font-weight:700;font-size:0.82rem;line-height:1.3;margin-top:0.2rem">' + esc(item.title) + '</div>'
+        + '</div></div>'
+        + '<div style="font-size:0.75rem;color:var(--text-dim);margin-bottom:0.6rem;line-height:1.5">' + esc(item.summary || '') + '</div>'
+        + (techs ? '<div style="display:flex;gap:0.3rem;flex-wrap:wrap;margin-bottom:0.5rem">' + techs + '</div>' : '')
+        + '<div style="display:flex;justify-content:space-between;font-size:0.68rem;color:var(--text-dim)">'
+        + '<span>' + esc(item.source_name) + '</span>'
+        + (item.impact_horizon_months ? '<span>Impact: ~' + item.impact_horizon_months + ' months</span>' : '')
+        + '</div>'
+        + '</div>';
+    }).join('');
+  } catch(e) {
+    container.innerHTML = '<div style="color:var(--text-dim);padding:1rem;grid-column:1/-1">Could not load market intelligence.</div>';
+  }
+}
+
+async function loadProcLifecycle() {
+  var container = el('proc-lifecycle-grid');
+  try {
+    var d = await api('/api/procurement/lifecycle?days=365&limit=50');
+    var items = d.data || [];
+    if (!items.length) {
+      container.innerHTML = '<div style="color:var(--text-dim);padding:1rem;grid-column:1/-1">No lifecycle events yet.</div>';
+      return;
+    }
+    var typeIcon = {
+      eol_announced:'⛔', eol_effective:'🚫', standard_ratified:'✅',
+      standard_draft:'📝', capex_peak:'💰', trade_show:'🎪',
+      supply_risk:'⚠️', tender:'📑', price_floor:'📉'
+    };
+    var impactColor = { critical:'#c1121f', high:'#c1121f', medium:'var(--yellow)', low:'var(--green)' };
+    var sigLabel = { buy_now:'🔴 Buy Now', wait:'🟡 Wait', hold:'🟢 Hold', monitor:'🔵 Monitor' };
+    container.innerHTML = items.map(function(item) {
+      var ic = impactColor[item.impact_level] || 'var(--text-dim)';
+      var productInfo = item.part_number ? esc(item.part_number) + (item.form_factor ? ' · ' + esc(item.form_factor) : '') : '';
+      var dateStr = item.effective_date ? new Date(item.effective_date).toLocaleDateString('de-DE') : '';
+      return '<div class="intel-card" style="border-left:3px solid ' + ic + '">'
+        + '<div style="display:flex;gap:0.5rem;align-items:flex-start;margin-bottom:0.4rem">'
+        + '<span style="font-size:1.2rem">' + (typeIcon[item.event_type] || '📌') + '</span>'
+        + '<div style="flex:1">'
+        + (item.buy_signal ? '<span class="intel-badge intel-' + item.buy_signal.replace('_now','').replace('_','') + '">' + (sigLabel[item.buy_signal] || item.buy_signal) + '</span>' : '')
+        + '<div style="font-weight:700;font-size:0.82rem;line-height:1.3;margin-top:0.2rem">' + esc(item.title) + '</div>'
+        + '</div></div>'
+        + (item.description ? '<div style="font-size:0.75rem;color:var(--text-dim);margin-bottom:0.5rem;line-height:1.5">' + esc(item.description.substring(0, 200)) + (item.description.length > 200 ? '…' : '') + '</div>' : '')
+        + '<div style="display:flex;justify-content:space-between;font-size:0.68rem;color:var(--text-dim)">'
+        + '<span>' + esc(item.source_name || '') + (productInfo ? ' · ' + productInfo : '') + '</span>'
+        + (dateStr ? '<span style="color:' + ic + ';font-weight:600">' + dateStr + '</span>' : '')
+        + '</div>'
+        + '</div>';
+    }).join('');
+  } catch(e) {
+    container.innerHTML = '<div style="color:var(--text-dim);padding:1rem;grid-column:1/-1">Could not load lifecycle events.</div>';
+  }
+}
+
 // INIT
 loadOverview();
 </script>

packages/scraper/src/crawler-llm/core.ts

@@ -0,0 +1,349 @@
+/**
+ * Crawler LLM — Core extraction engine.
+ *
+ * Uses Ollama (local LLM) to extract structured product data from HTML.
+ * Two-stage pipeline:
+ *   1. Page type detection (product vs. category) — cheap, fast
+ *   2. Structured data extraction with schema enforcement
+ *
+ * Vendor-specific profiles guide the LLM without hard-coding selectors.
+ */
+
+import { pool } from "../utils/db";
+import type { StockExtractionResult, MarketIntelExtractionResult } from "./stock-schema";
+import { VENDOR_PROFILES } from "./stock-schema";
+import { validateStockExtraction } from "./validator";
+
+const OLLAMA_HOST = process.env.OLLAMA_HOST || "http://192.168.178.169:11434";
+const OLLAMA_MODEL = process.env.CRAWLER_LLM_MODEL || "qwen2.5:14b";
+const MAX_HTML_CHARS = 12_000;  // truncate to keep prompt manageable
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Ollama API call
+// ─────────────────────────────────────────────────────────────────────────────
+
+async function ollamaGenerate(prompt: string): Promise<string> {
+  const res = await fetch(`${OLLAMA_HOST}/api/generate`, {
+    method: "POST",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify({
+      model: OLLAMA_MODEL,
+      prompt,
+      stream: false,
+      format: "json",
+      options: { temperature: 0.1, num_predict: 1024 },
+    }),
+  });
+  if (!res.ok) throw new Error(`Ollama error: ${res.status} ${await res.text()}`);
+  const data = await res.json() as { response: string };
+  return data.response;
+}
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Stage 1: Page type detection (fast, binary)
+// ─────────────────────────────────────────────────────────────────────────────
+
+async function detectPageType(html: string, url: string, vendorSlug?: string): Promise<{
+  is_product_page: boolean;
+  confidence: number;
+  evidence: string;
+}> {
+  const profile = vendorSlug ? VENDOR_PROFILES[vendorSlug] : null;
+  const hints = profile
+    ? `\nVendor hints — Product page signals: ${profile.product_page_signals.join(", ")}. Category page signals: ${profile.category_page_signals.join(", ")}.`
+    : "";
+
+  const prompt = `You are a web scraper assistant. Determine if this HTML is a single product page or a category/listing page.
+
+URL: ${url}${hints}
+
+HTML (truncated):
+${html.substring(0, 3000)}
+
+Respond with JSON only:
+{
+  "is_product_page": true or false,
+  "confidence": 0.0 to 1.0,
+  "evidence": "brief quote from the HTML that supports your decision"
+}`;
+
+  const raw = await ollamaGenerate(prompt);
+  try {
+    const parsed = JSON.parse(raw);
+    return {
+      is_product_page: Boolean(parsed.is_product_page),
+      confidence: Number(parsed.confidence) || 0,
+      evidence: String(parsed.evidence || ""),
+    };
+  } catch {
+    return { is_product_page: false, confidence: 0, evidence: "JSON parse failed" };
+  }
+}
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Stage 2: Full product extraction
+// ─────────────────────────────────────────────────────────────────────────────
+
+async function extractProductData(
+  html: string,
+  url: string,
+  vendorSlug?: string
+): Promise<StockExtractionResult> {
+  const profile = vendorSlug ? VENDOR_PROFILES[vendorSlug] : null;
+  const hints = profile ? `
+Vendor: ${profile.name} (${profile.currency})
+Price hint: ${profile.price_hint || "find the main selling price"}
+Stock hint: ${profile.stock_hint || "find availability status"}` : "";
+
+  const prompt = `You are a product data extractor for optical transceiver products. Extract structured data from this product page HTML.
+
+URL: ${url}${hints}
+
+HTML (truncated to ${MAX_HTML_CHARS} chars):
+${html.substring(0, MAX_HTML_CHARS)}
+
+Extract and respond with JSON only — use null for any field you cannot find with confidence:
+{
+  "is_product_page": true,
+  "confidence": 0.0 to 1.0,
+  "source_evidence": "brief quote from HTML supporting your extraction",
+
+  "price": number or null,
+  "currency": "USD" or "EUR" or "GBP" or "CNY" or null,
+  "price_breaks": [{"qty": number, "price": number}] or [],
+
+  "stock_level": "in_stock" or "out_of_stock" or "limited" or "unknown",
+  "stock_quantity": number or null,
+  "incoming_quantity": number or null,
+  "incoming_eta": "YYYY-MM-DD" or null,
+  "lead_time_days": number or null,
+  "moq": number or null,
+
+  "part_number": "exact part number string" or null,
+  "standard_name": "manufacturer's exact product name as written on the page" or null,
+  "form_factor": "SFP+" or "QSFP28" or "QSFP-DD" etc or null,
+  "speed_gbps": number or null
+}
+
+Rules:
+- standard_name MUST be the manufacturer's exact product designation, not a generic description
+- If you see "All Optical Transceivers" or similar category text as the name, set standard_name to null
+- price_breaks only if there is a visible quantity/price table
+- incoming_quantity: look for text like "X units incoming", "X im Zulauf", "Expected: X"
+- Set confidence < 0.5 if you are guessing`;
+
+  const raw = await ollamaGenerate(prompt);
+  try {
+    const parsed = JSON.parse(raw);
+    return {
+      is_product_page: Boolean(parsed.is_product_page ?? true),
+      confidence: Number(parsed.confidence) || 0,
+      source_evidence: String(parsed.source_evidence || ""),
+      price: parsed.price != null ? Number(parsed.price) : null,
+      currency: parsed.currency || null,
+      price_breaks: Array.isArray(parsed.price_breaks) ? parsed.price_breaks : [],
+      stock_level: (["in_stock", "out_of_stock", "limited"].includes(parsed.stock_level))
+        ? parsed.stock_level
+        : "unknown",
+      stock_quantity: parsed.stock_quantity != null ? Number(parsed.stock_quantity) : null,
+      incoming_quantity: parsed.incoming_quantity != null ? Number(parsed.incoming_quantity) : null,
+      incoming_eta: parsed.incoming_eta || null,
+      lead_time_days: parsed.lead_time_days != null ? Number(parsed.lead_time_days) : null,
+      moq: parsed.moq != null ? Number(parsed.moq) : null,
+      part_number: parsed.part_number || null,
+      standard_name: parsed.standard_name || null,
+      form_factor: parsed.form_factor || null,
+      speed_gbps: parsed.speed_gbps != null ? Number(parsed.speed_gbps) : null,
+    };
+  } catch {
+    return {
+      is_product_page: false,
+      confidence: 0,
+      source_evidence: "JSON parse failed",
+      price: null, currency: null, price_breaks: [],
+      stock_level: "unknown",
+      stock_quantity: null, incoming_quantity: null, incoming_eta: null,
+      lead_time_days: null, moq: null,
+      part_number: null, standard_name: null, form_factor: null, speed_gbps: null,
+    };
+  }
+}
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Market intelligence extraction
+// ─────────────────────────────────────────────────────────────────────────────
+
+export async function extractMarketIntel(
+  text: string,
+  url: string,
+  sourceName: string
+): Promise<MarketIntelExtractionResult> {
+  const prompt = `You are an optical transceiver market analyst. Analyze this text for market intelligence relevant to transceiver procurement.
+
+Source: ${sourceName}
+URL: ${url}
+
+Text:
+${text.substring(0, 8000)}
+
+Respond with JSON only:
+{
+  "is_relevant": true or false (false if nothing relevant to transceiver markets),
+  "confidence": 0.0 to 1.0,
+  "source_evidence": "brief quote supporting your analysis",
+
+  "intel_type": one of: "capex_cycle", "trade_show", "standard_ratified", "standard_draft", "distributor_lead_time", "supply_chain", "tender",
+  "title": "concise title (max 100 chars)",
+  "summary": "2-3 sentence summary of the key insight",
+  "technologies": ["400G", "QSFP-DD", etc — transceiver technologies mentioned],
+  "buy_signal_implication": one of: "buy_now", "wait", "hold", "monitor", "none",
+  "impact_horizon_months": estimated months until this affects the market (number),
+  "published_at": "YYYY-MM-DD" or null
+}
+
+Guidelines:
+- buy_now: shortage, EOL, CapEx surge → order before prices rise
+- wait: new standard coming → current products will drop in price
+- hold: stable market, no urgency
+- monitor: interesting but unclear impact
+- impact_horizon_months: 0-3 for immediate, 3-12 for medium, 12+ for long-term`;
+
+  const raw = await ollamaGenerate(prompt);
+  try {
+    const p = JSON.parse(raw);
+    return {
+      is_relevant: Boolean(p.is_relevant),
+      confidence: Number(p.confidence) || 0,
+      source_evidence: String(p.source_evidence || ""),
+      intel_type: p.intel_type || "supply_chain",
+      title: String(p.title || "").substring(0, 200),
+      summary: String(p.summary || ""),
+      technologies: Array.isArray(p.technologies) ? p.technologies : [],
+      buy_signal_implication: p.buy_signal_implication || "none",
+      impact_horizon_months: Number(p.impact_horizon_months) || 6,
+      published_at: p.published_at || null,
+    };
+  } catch {
+    return {
+      is_relevant: false, confidence: 0, source_evidence: "parse error",
+      intel_type: "supply_chain", title: "", summary: "", technologies: [],
+      buy_signal_implication: "none", impact_horizon_months: 0, published_at: null,
+    };
+  }
+}
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Public API — Main scrape function
+// ─────────────────────────────────────────────────────────────────────────────
+
+export interface CrawlerLLMResult {
+  extraction: StockExtractionResult;
+  validation_passed: boolean;
+  validation_errors: string[];
+  validation_warnings: string[];
+}
+
+export async function scrapeWithLLM(
+  html: string,
+  url: string,
+  options: {
+    vendorSlug?: string;
+    vendorId?: string;
+    transceiverIds?: string[];  // candidate matches (pre-filtered by form_factor/speed)
+    speedGbps?: number;
+    skipPageDetection?: boolean; // set true if URL is known product page
+  } = {}
+): Promise<CrawlerLLMResult> {
+  const { vendorSlug, speedGbps, skipPageDetection } = options;
+
+  // Stage 1: Page type detection (skip if caller already knows it's a product page)
+  if (!skipPageDetection) {
+    const pageType = await detectPageType(html, url, vendorSlug);
+    if (!pageType.is_product_page) {
+      return {
+        extraction: {
+          is_product_page: false,
+          confidence: pageType.confidence,
+          source_evidence: pageType.evidence,
+          price: null, currency: null, price_breaks: [],
+          stock_level: "unknown",
+          stock_quantity: null, incoming_quantity: null, incoming_eta: null,
+          lead_time_days: null, moq: null,
+          part_number: null, standard_name: null, form_factor: null, speed_gbps: null,
+        },
+        validation_passed: false,
+        validation_errors: ["Not a product page"],
+        validation_warnings: [],
+      };
+    }
+  }
+
+  // Stage 2: Full extraction
+  const extraction = await extractProductData(html, url, vendorSlug);
+
+  // Stage 3: Rule-based validation
+  const validation = validateStockExtraction(extraction, speedGbps);
+
+  return {
+    extraction,
+    validation_passed: validation.passed,
+    validation_errors: validation.errors,
+    validation_warnings: validation.warnings,
+  };
+}
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Persist to DB — saves stock snapshot and logs the scrape
+// ─────────────────────────────────────────────────────────────────────────────
+
+export async function persistStockSnapshot(
+  result: CrawlerLLMResult,
+  url: string,
+  vendorId: string,
+  transceiverIds: string[]
+): Promise<void> {
+  const { extraction, validation_passed } = result;
+
+  // Always log (for audit/debug)
+  await pool.query(
+    `INSERT INTO crawler_llm_log
+       (url, vendor_id, is_product_page, extracted_data, confidence, validation_passed,
+        failure_reason, model_used)
+     VALUES ($1, $2, $3, $4, $5, $6, $7, $8)`,
+    [
+      url,
+      vendorId,
+      extraction.is_product_page,
+      JSON.stringify(extraction),
+      extraction.confidence,
+      validation_passed,
+      validation_passed ? null : result.validation_errors.join("; "),
+      OLLAMA_MODEL,
+    ]
+  );
+
+  if (!validation_passed || !extraction.is_product_page) return;
+
+  // Save stock snapshot for each matched transceiver
+  for (const transceiverIdStr of transceiverIds) {
+    await pool.query(
+      `INSERT INTO stock_snapshots
+         (transceiver_id, vendor_id, stock_level, stock_quantity, incoming_quantity,
+          incoming_eta, lead_time_days, moq, price_breaks, source_url, crawler_confidence)
+       VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11)`,
+      [
+        transceiverIdStr,
+        vendorId,
+        extraction.stock_level,
+        extraction.stock_quantity,
+        extraction.incoming_quantity,
+        extraction.incoming_eta,
+        extraction.lead_time_days,
+        extraction.moq,
+        extraction.price_breaks.length > 0 ? JSON.stringify(extraction.price_breaks) : null,
+        url,
+        extraction.confidence,
+      ]
+    );
+  }
+}

packages/scraper/src/crawler-llm/stock-schema.ts

@@ -0,0 +1,135 @@
+/**
+ * Crawler LLM — Schema definitions for structured product extraction.
+ *
+ * Every schema includes a `confidence` and `source_evidence` field so the LLM
+ * is forced to cite its work. This enables validation and debugging.
+ */
+
+export interface StockExtractionResult {
+  is_product_page: boolean;      // false = category/listing page → discard
+  confidence: number;            // 0.0 – 1.0 — LLM self-assessment
+  source_evidence: string;       // which text passage the LLM used
+
+  // Pricing
+  price: number | null;
+  currency: "USD" | "EUR" | "GBP" | "CNY" | null;
+  price_breaks: PriceBreak[];    // volume discount tiers
+
+  // Stock
+  stock_level: "in_stock" | "out_of_stock" | "limited" | "unknown";
+  stock_quantity: number | null; // exact qty if shown
+  incoming_quantity: number | null;  // "18 im Zulauf"
+  incoming_eta: string | null;   // ISO date string "2026-04-15"
+  lead_time_days: number | null;
+  moq: number | null;            // minimum order quantity
+
+  // Product identity (for cross-validation)
+  part_number: string | null;
+  standard_name: string | null;  // manufacturer's exact product name
+  form_factor: string | null;
+  speed_gbps: number | null;
+}
+
+export interface PriceBreak {
+  qty: number;
+  price: number;
+}
+
+export interface MarketIntelExtractionResult {
+  is_relevant: boolean;          // false = skip
+  confidence: number;
+  source_evidence: string;
+
+  intel_type: "capex_cycle" | "trade_show" | "standard_ratified" | "standard_draft" | "distributor_lead_time" | "supply_chain" | "tender";
+  title: string;
+  summary: string;
+  technologies: string[];        // ['400G', 'QSFP-DD', ...]
+  buy_signal_implication: "buy_now" | "wait" | "hold" | "monitor" | "none";
+  impact_horizon_months: number;
+  published_at: string | null;   // ISO date
+}
+
+/** Vendor-specific hints to improve LLM extraction accuracy */
+export interface VendorProfile {
+  slug: string;
+  name: string;
+  currency: "USD" | "EUR" | "GBP" | "CNY";
+  product_page_signals: string[];   // text patterns that indicate a product page
+  category_page_signals: string[];  // text patterns that indicate a category page
+  price_hint: string | null;        // natural language hint for the LLM
+  stock_hint: string | null;
+  known_moq: number | null;
+}
+
+export const VENDOR_PROFILES: Record<string, VendorProfile> = {
+  "flexoptix": {
+    slug: "flexoptix",
+    name: "Flexoptix",
+    currency: "EUR",
+    product_page_signals: ["In den Warenkorb", "Add to Cart", "part number", "SKU:", "P/N:"],
+    category_page_signals: ["Alle Produkte", "Filter", "Ergebnisse", "products found"],
+    price_hint: "Price is shown in EUR, usually near 'In den Warenkorb' button. May show 'auf Anfrage' if not listed.",
+    stock_hint: "Look for 'auf Lager', 'Lieferzeit', 'sofort lieferbar', or stock badge near price.",
+    known_moq: 1,
+  },
+  "fs-com": {
+    slug: "fs-com",
+    name: "FS.com",
+    currency: "USD",
+    product_page_signals: ["Add to Cart", "Part No.", "SKU", "In Stock", "Reviews"],
+    category_page_signals: ["Products", "Filter by", "Sort by", "items found", "Category"],
+    price_hint: "Price is in USD, shown prominently near 'Add to Cart'. May show qty pricing table.",
+    stock_hint: "Look for 'In Stock', exact number like '847 In Stock', or 'Out of Stock'.",
+    known_moq: 1,
+  },
+  "10gtek": {
+    slug: "10gtek",
+    name: "10Gtek",
+    currency: "USD",
+    product_page_signals: ["Add to Cart", "Product Code:", "In Stock", "Ships from"],
+    category_page_signals: ["Shop All", "Filter", "Category", "Sort By"],
+    price_hint: "Price in USD near Add to Cart button. Volume pricing sometimes shown as table.",
+    stock_hint: "Stock level shown as text: 'In Stock', 'Low Stock', 'Out of Stock'.",
+    known_moq: 1,
+  },
+  "atgbics": {
+    slug: "atgbics",
+    name: "ATGBICS",
+    currency: "GBP",
+    product_page_signals: ["Add to Basket", "Part Number:", "Stock:", "Delivery"],
+    category_page_signals: ["Products", "Browse by", "Refine by"],
+    price_hint: "Price in GBP. ATGBICS uses Shopify, price is in a span with class 'price'.",
+    stock_hint: "Stock shown as 'In Stock', 'Limited Stock', or 'Out of Stock' near price.",
+    known_moq: 1,
+  },
+  "prolabs": {
+    slug: "prolabs",
+    name: "ProLabs",
+    currency: "USD",
+    product_page_signals: ["Add to Cart", "Part Number", "In Stock", "Specs"],
+    category_page_signals: ["Results", "Filter", "Category", "Sort"],
+    price_hint: "Price in USD. ProLabs may require login for prices — if so, mark price as null.",
+    stock_hint: "Stock availability shown near product title.",
+    known_moq: 1,
+  },
+  "farnell": {
+    slug: "farnell",
+    name: "Farnell",
+    currency: "EUR",
+    product_page_signals: ["Add to Basket", "Order Code:", "Stock:", "Lead Time:"],
+    category_page_signals: ["Products", "Refine Search", "Category", "results for"],
+    price_hint: "Price in EUR or GBP. Farnell shows break prices in a table with columns Qty/Price.",
+    stock_hint: "Stock shown as number, e.g. '47 In Stock'. Lead time shown in business days.",
+    known_moq: 1,
+  },
+  "mouser": {
+    slug: "mouser",
+    name: "Mouser Electronics",
+    currency: "EUR",
+    product_page_signals: ["Add to Cart", "Mouser Part No.", "Mfr. Part No.", "In Stock:"],
+    category_page_signals: ["Search Results", "Filter Results", "Products (", "Sort By"],
+    price_hint: "Mouser shows price per unit and break quantities. USD or EUR depending on locale.",
+    stock_hint: "Stock shown as exact number: 'In Stock: 124'. Lead time shown for out-of-stock items.",
+    known_moq: null,
+  },
+};

packages/scraper/src/crawler-llm/validator.ts

@@ -0,0 +1,157 @@
+/**
+ * Crawler LLM — Rule-based validator.
+ *
+ * Runs AFTER the LLM extraction to catch hallucinations and obvious errors.
+ * The LLM is good at structure; this catches range violations and nonsense.
+ */
+
+import type { StockExtractionResult } from "./stock-schema";
+
+export interface ValidationResult {
+  passed: boolean;
+  warnings: string[];
+  errors: string[];
+}
+
+/** Expected price ranges per speed class (USD/EUR). Rough but effective. */
+const PRICE_RANGES: Record<string, [number, number]> = {
+  "1G":   [10, 500],
+  "10G":  [20, 2000],
+  "25G":  [30, 2000],
+  "40G":  [50, 3000],
+  "100G": [80, 15000],
+  "200G": [200, 20000],
+  "400G": [200, 50000],
+  "800G": [500, 80000],
+};
+
+const VALID_FORM_FACTORS = new Set([
+  "SFP", "SFP+", "SFP28", "SFP56", "SFP-DD",
+  "QSFP", "QSFP+", "QSFP28", "QSFP56", "QSFP-DD", "QSFP112",
+  "OSFP", "OSFP-RHS",
+  "CFP", "CFP2", "CFP4", "CFP8",
+  "XFP", "X2", "XENPAK",
+  "DSFP", "CSFP",
+]);
+
+const VALID_CURRENCIES = new Set(["USD", "EUR", "GBP", "CNY"]);
+
+export function validateStockExtraction(
+  result: StockExtractionResult,
+  speedGbps?: number
+): ValidationResult {
+  const errors: string[] = [];
+  const warnings: string[] = [];
+
+  // Not a product page — caller should discard, not an error
+  if (!result.is_product_page) {
+    return { passed: false, errors: ["Not a product page"], warnings: [] };
+  }
+
+  // Confidence too low
+  if (result.confidence < 0.5) {
+    errors.push(`Confidence ${result.confidence} below threshold 0.5`);
+  }
+
+  // Price validation
+  if (result.price !== null) {
+    if (result.price <= 0) {
+      errors.push(`Price ${result.price} is not positive`);
+    }
+    if (result.price > 500_000) {
+      errors.push(`Price ${result.price} exceeds maximum sanity limit`);
+    }
+    if (!result.currency || !VALID_CURRENCIES.has(result.currency)) {
+      errors.push(`Invalid currency: ${result.currency}`);
+    }
+
+    // Speed-class price range check
+    if (speedGbps) {
+      const speedKey = `${speedGbps}G`;
+      const range = PRICE_RANGES[speedKey];
+      if (range && (result.price < range[0] * 0.1 || result.price > range[1] * 10)) {
+        warnings.push(`Price ${result.price} ${result.currency} looks unusual for ${speedKey} (expected ${range[0]}–${range[1]})`);
+      }
+    }
+  }
+
+  // Stock quantity sanity
+  if (result.stock_quantity !== null) {
+    if (result.stock_quantity < 0) {
+      errors.push(`Stock quantity ${result.stock_quantity} is negative`);
+    }
+    if (result.stock_quantity > 100_000) {
+      warnings.push(`Stock quantity ${result.stock_quantity} unusually high — verify`);
+    }
+  }
+
+  // Lead time sanity
+  if (result.lead_time_days !== null) {
+    if (result.lead_time_days < 0) {
+      errors.push(`Lead time ${result.lead_time_days} is negative`);
+    }
+    if (result.lead_time_days > 730) {
+      warnings.push(`Lead time ${result.lead_time_days} days (>2 years) — verify`);
+    }
+  }
+
+  // MOQ sanity
+  if (result.moq !== null && result.moq < 1) {
+    errors.push(`MOQ ${result.moq} must be at least 1`);
+  }
+
+  // Form factor check
+  if (result.form_factor && !VALID_FORM_FACTORS.has(result.form_factor)) {
+    warnings.push(`Unknown form factor: ${result.form_factor}`);
+  }
+
+  // Price break consistency
+  if (result.price_breaks.length > 0) {
+    for (const pb of result.price_breaks) {
+      if (pb.qty < 1 || pb.price <= 0) {
+        errors.push(`Invalid price break: qty=${pb.qty} price=${pb.price}`);
+      }
+      if (result.price && pb.price > result.price * 2) {
+        warnings.push(`Price break ${pb.qty}x=${pb.price} higher than unit price — unusual`);
+      }
+    }
+  }
+
+  // Incoming ETA must be a future-ish date
+  if (result.incoming_eta) {
+    const eta = new Date(result.incoming_eta);
+    if (isNaN(eta.getTime())) {
+      errors.push(`Invalid incoming_eta date: ${result.incoming_eta}`);
+    }
+  }
+
+  return {
+    passed: errors.length === 0,
+    errors,
+    warnings,
+  };
+}
+
+/** Cross-source comparison: do two extractions agree within tolerance? */
+export function crossValidate(
+  a: StockExtractionResult,
+  b: StockExtractionResult,
+  priceTolerance = 0.10  // 10% price difference allowed
+): boolean {
+  if (a.price === null || b.price === null) return false;
+
+  // Both in same currency
+  if (a.currency !== b.currency) return false;
+
+  // Price within tolerance
+  const diff = Math.abs(a.price - b.price) / Math.max(a.price, b.price);
+  if (diff > priceTolerance) return false;
+
+  // Part numbers match (if both present)
+  if (a.part_number && b.part_number) {
+    const normalize = (s: string) => s.replace(/[\s\-_]/g, "").toUpperCase();
+    if (normalize(a.part_number) !== normalize(b.part_number)) return false;
+  }
+
+  return true;
+}

packages/scraper/src/scheduler.ts

@@ -67,6 +67,9 @@ export async function registerSchedules(boss: PgBoss): Promise<void> {
     "scrape:news",
     "scrape:faq",
     "scrape:docs",
+    "scrape:market-intel",
+    "compute:abc",
+    "compute:reorder-signals",
   ];
   for (const q of queues) {
     await boss.createQueue(q).catch(() => { /* already exists */ });
@@ -140,6 +143,24 @@ export async function registerSchedules(boss: PgBoss): Promise<void> {
     expireInSeconds: 7200,
   });
 
+  // Market intelligence: OFC/ECOC, IEEE, TED, Farnell/Mouser lead times (every Tuesday 5am)
+  await boss.schedule("scrape:market-intel", "0 5 * * 2", {}, {
+    retryLimit: 2,
+    expireInSeconds: 3600,
+  });
+
+  // ABC classification recompute (after each major pricing run — daily at 8am)
+  await boss.schedule("compute:abc", "0 8 * * *", {}, {
+    retryLimit: 2,
+    expireInSeconds: 600,
+  });
+
+  // Reorder signals recompute (daily at 8:30am — after ABC)
+  await boss.schedule("compute:reorder-signals", "30 8 * * *", {}, {
+    retryLimit: 2,
+    expireInSeconds: 600,
+  });
+
   console.log("All schedules registered");
 }
 
@@ -208,5 +229,23 @@ export async function registerWorkers(boss: PgBoss): Promise<void> {
     console.log(`[${new Date().toISOString()}] Docs scraper — not yet implemented`);
   });
 
+  await boss.work("scrape:market-intel", async (_job) => {
+    console.log(`[${new Date().toISOString()}] Running: Market intelligence`);
+    const { scrapeMarketIntelligence } = await import("./scrapers/market-intelligence");
+    await withIsolatedStorage("market-intel", scrapeMarketIntelligence);
+  });
+
+  await boss.work("compute:abc", async (_job) => {
+    console.log(`[${new Date().toISOString()}] Computing: ABC classification`);
+    const { computeAbcClassification } = await import("./scrapers/market-intelligence");
+    await computeAbcClassification();
+  });
+
+  await boss.work("compute:reorder-signals", async (_job) => {
+    console.log(`[${new Date().toISOString()}] Computing: Reorder signals`);
+    const { computeReorderSignals } = await import("./scrapers/market-intelligence");
+    await computeReorderSignals();
+  });
+
   console.log("All workers registered");
 }

packages/scraper/src/scrapers/market-intelligence.ts

@@ -0,0 +1,299 @@
+/**
+ * Market Intelligence Scraper
+ *
+ * Collects procurement-relevant signals from:
+ *   - OFC/ECOC conference programs
+ *   - Farnell/Mouser lead times for optical modules
+ *   - IEEE 802.3 working group status page
+ *   - EU TED tender database (fiber infrastructure)
+ *   - LightReading/FierceTelecom trade press
+ *
+ * Runs weekly via pg-boss scheduler.
+ * Results stored in market_intelligence table.
+ * LLM analysis via Crawler LLM extractMarketIntel().
+ */
+
+import { CheerioCrawler } from "crawlee";
+import { extractMarketIntel } from "../crawler-llm/core";
+import { pool } from "../utils/db";
+
+interface IntelSource {
+  name: string;
+  url: string;
+  type: "trade_show" | "standard_ratified" | "standard_draft" | "distributor_lead_time" | "supply_chain" | "tender" | "capex_cycle";
+  fetchText: (html: string) => string;  // extract relevant text from HTML
+}
+
+const SOURCES: IntelSource[] = [
+  {
+    name: "OFC Conference News",
+    url: "https://www.ofcconference.org/en-us/home/news/",
+    type: "trade_show",
+    fetchText: (html) => html.replace(/<[^>]+>/g, " ").replace(/\s+/g, " ").substring(0, 8000),
+  },
+  {
+    name: "LightReading — Optical Networking",
+    url: "https://www.lightreading.com/optical-networking",
+    type: "supply_chain",
+    fetchText: (html) => html.replace(/<[^>]+>/g, " ").replace(/\s+/g, " ").substring(0, 8000),
+  },
+  {
+    name: "IEEE 802.3 Working Group",
+    url: "https://www.ieee802.org/3/",
+    type: "standard_draft",
+    fetchText: (html) => html.replace(/<[^>]+>/g, " ").replace(/\s+/g, " ").substring(0, 6000),
+  },
+  {
+    name: "EU TED — ICT/Fiber Tenders",
+    url: "https://ted.europa.eu/en/search/result?forms%5B0%5D%5Bcpv%5D=32571000",
+    type: "tender",
+    fetchText: (html) => html.replace(/<[^>]+>/g, " ").replace(/\s+/g, " ").substring(0, 8000),
+  },
+  {
+    name: "Farnell — SFP Fiber Transceivers Lead Times",
+    url: "https://de.farnell.com/c/passive-optische-netzwerke/glasfasertransceiver",
+    type: "distributor_lead_time",
+    fetchText: (html) => {
+      // Extract lead time patterns: "X Wochen", "X weeks", "X days"
+      const leadTimePattern = /(\d+)\s*(wochen|weeks|days|tage|week|day)/gi;
+      const matches = [];
+      let m;
+      while ((m = leadTimePattern.exec(html)) !== null) {
+        matches.push(m[0]);
+      }
+      const context = html.replace(/<[^>]+>/g, " ").replace(/\s+/g, " ");
+      return `Lead time mentions: ${matches.join(", ")}\n\nPage context:\n${context.substring(0, 5000)}`;
+    },
+  },
+  {
+    name: "Mouser — Optical Transceivers Category",
+    url: "https://www.mouser.de/c/optoelectronics/fiber-optic-components/fiber-optic-transceivers/",
+    type: "distributor_lead_time",
+    fetchText: (html) => html.replace(/<[^>]+>/g, " ").replace(/\s+/g, " ").substring(0, 6000),
+  },
+  {
+    name: "FierceTelecom — Optical News",
+    url: "https://www.fiercetelecom.com/optical",
+    type: "supply_chain",
+    fetchText: (html) => html.replace(/<[^>]+>/g, " ").replace(/\s+/g, " ").substring(0, 8000),
+  },
+];
+
+async function saveIntelItem(
+  item: Awaited<ReturnType<typeof extractMarketIntel>>,
+  source: IntelSource,
+  url: string
+): Promise<void> {
+  if (!item.is_relevant || item.confidence < 0.5) return;
+
+  await pool.query(
+    `INSERT INTO market_intelligence
+       (intel_type, title, summary, relevance_score, technologies,
+        buy_signal_implication, impact_horizon_months, source_url, source_name, published_at)
+     VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10)
+     ON CONFLICT DO NOTHING`,
+    [
+      item.intel_type,
+      item.title.substring(0, 500),
+      item.summary,
+      item.confidence,
+      item.technologies,
+      item.buy_signal_implication,
+      item.impact_horizon_months,
+      url,
+      source.name,
+      item.published_at ? new Date(item.published_at) : null,
+    ]
+  );
+  console.log(`[market-intel] Saved: ${item.title.substring(0, 60)}... (${item.buy_signal_implication})`);
+}
+
+export async function scrapeMarketIntelligence(): Promise<void> {
+  console.log("[market-intel] Starting market intelligence scrape...");
+  let processed = 0;
+
+  const crawler = new CheerioCrawler({
+    maxRequestsPerCrawl: SOURCES.length + 20,
+    maxConcurrency: 2,
+    requestHandlerTimeoutSecs: 30,
+
+    async requestHandler({ request, body }) {
+      const html = body.toString();
+      const source = SOURCES.find((s) => request.url.startsWith(s.url.split("?")[0]));
+      if (!source) return;
+
+      const text = source.fetchText(html);
+      if (text.length < 200) {
+        console.warn(`[market-intel] Too little text from ${request.url}`);
+        return;
+      }
+
+      try {
+        const intel = await extractMarketIntel(text, request.url, source.name);
+        await saveIntelItem(intel, source, request.url);
+        processed++;
+      } catch (err) {
+        console.error(`[market-intel] LLM error for ${request.url}:`, err);
+      }
+    },
+
+    async failedRequestHandler({ request }) {
+      console.warn(`[market-intel] Failed: ${request.url}`);
+    },
+  });
+
+  await crawler.addRequests(SOURCES.map((s) => ({ url: s.url })));
+  await crawler.run();
+
+  console.log(`[market-intel] Done. Processed ${processed}/${SOURCES.length} sources.`);
+}
+
+// ─────────────────────────────────────────────────────────────────────────────
+// ABC Classification computation — run after each major scrape cycle
+// ─────────────────────────────────────────────────────────────────────────────
+
+export async function computeAbcClassification(): Promise<void> {
+  console.log("[abc] Computing ABC classification...");
+
+  await pool.query(`
+    INSERT INTO abc_classification
+      (transceiver_id, abc_class, obs_90d, compat_count, vendor_count, price_volatility, demand_score, supply_risk)
+    SELECT
+      t.id,
+      CASE
+        WHEN obs_90d > 50 AND compat_count > 100 THEN 'A'
+        WHEN obs_90d > 15 OR compat_count > 30    THEN 'B'
+        ELSE 'C'
+      END AS abc_class,
+      obs_90d,
+      compat_count,
+      vendor_count,
+      price_volatility,
+      -- demand score 0-100: weighted combination
+      LEAST(100, (obs_90d * 0.5 + compat_count * 0.3 + vendor_count * 5)) AS demand_score,
+      CASE
+        WHEN price_volatility > 0.3 THEN 'high'
+        WHEN price_volatility > 0.1 THEN 'medium'
+        ELSE 'low'
+      END AS supply_risk
+    FROM transceivers t
+    LEFT JOIN (
+      SELECT transceiver_id,
+        COUNT(*) FILTER (WHERE time > NOW() - INTERVAL '90 days') AS obs_90d,
+        STDDEV(price) / NULLIF(AVG(price), 0) AS price_volatility,
+        COUNT(DISTINCT source_vendor_id) AS vendor_count
+      FROM price_observations
+      GROUP BY transceiver_id
+    ) po ON po.transceiver_id = t.id
+    LEFT JOIN (
+      SELECT transceiver_id, COUNT(*) AS compat_count
+      FROM compatibility
+      WHERE status = 'compatible'
+      GROUP BY transceiver_id
+    ) co ON co.transceiver_id = t.id
+    WHERE t.data_confidence != 'garbage' OR t.data_confidence IS NULL
+    ON CONFLICT (transceiver_id) DO UPDATE SET
+      abc_class        = EXCLUDED.abc_class,
+      obs_90d          = EXCLUDED.obs_90d,
+      compat_count     = EXCLUDED.compat_count,
+      vendor_count     = EXCLUDED.vendor_count,
+      price_volatility = EXCLUDED.price_volatility,
+      demand_score     = EXCLUDED.demand_score,
+      supply_risk      = EXCLUDED.supply_risk,
+      computed_at      = NOW()
+  `);
+
+  const stats = await pool.query(`
+    SELECT abc_class, COUNT(*) AS count FROM abc_classification GROUP BY abc_class ORDER BY abc_class
+  `);
+  console.log("[abc] Classification done:", stats.rows.map((r) => `${r.abc_class}: ${r.count}`).join(", "));
+}
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Reorder Signal computation
+// ─────────────────────────────────────────────────────────────────────────────
+
+export async function computeReorderSignals(): Promise<void> {
+  console.log("[reorder] Computing reorder signals...");
+
+  // Get all transceivers with enough data
+  const transceivers = await pool.query(`
+    SELECT
+      t.id, t.part_number, t.standard_name, t.speed_gbps, t.form_factor,
+      ac.abc_class, ac.price_volatility, ac.supply_risk,
+      -- Price trend: is price rising or falling?
+      (SELECT AVG(price) FROM price_observations WHERE transceiver_id = t.id AND time > NOW() - INTERVAL '14 days') AS price_recent,
+      (SELECT AVG(price) FROM price_observations WHERE transceiver_id = t.id AND time BETWEEN NOW() - INTERVAL '60 days' AND NOW() - INTERVAL '14 days') AS price_older,
+      -- Stock trend: how many vendors show in_stock recently?
+      (SELECT COUNT(*) FROM stock_snapshots WHERE transceiver_id = t.id AND stock_level = 'in_stock' AND scraped_at > NOW() - INTERVAL '7 days') AS in_stock_recent,
+      (SELECT COUNT(*) FROM stock_snapshots WHERE transceiver_id = t.id AND stock_level = 'out_of_stock' AND scraped_at > NOW() - INTERVAL '7 days') AS oos_recent,
+      -- Lead time
+      (SELECT AVG(lead_time_days) FROM stock_snapshots WHERE transceiver_id = t.id AND lead_time_days IS NOT NULL AND scraped_at > NOW() - INTERVAL '30 days') AS avg_lead_time_days,
+      -- Lifecycle events
+      (SELECT MAX(impact_level) FROM product_lifecycle_events WHERE transceiver_id = t.id OR technology = t.speed_gbps::text || 'G') AS lifecycle_impact
+    FROM transceivers t
+    LEFT JOIN abc_classification ac ON ac.transceiver_id = t.id
+    WHERE (t.data_confidence != 'garbage' OR t.data_confidence IS NULL)
+  `);
+
+  let computed = 0;
+  for (const row of transceivers.rows) {
+    const reasons: string[] = [];
+    let signal: "buy_now" | "wait" | "hold" | "monitor" = "monitor";
+    let strength = 0.3;
+
+    const priceTrend = row.price_recent && row.price_older
+      ? (row.price_recent - row.price_older) / row.price_older
+      : null;
+
+    const stockTrend =
+      row.oos_recent > 2 ? "declining" :
+      row.in_stock_recent > 2 ? "stable" : "unknown";
+
+    const leadTimeWeeks = row.avg_lead_time_days ? Math.ceil(row.avg_lead_time_days / 7) : null;
+
+    // Signal logic
+    if (row.lifecycle_impact === "critical" || row.lifecycle_impact === "high") {
+      signal = "buy_now"; strength = 0.9;
+      reasons.push("EOL/critical lifecycle event detected");
+    } else if (stockTrend === "declining" && row.abc_class === "A") {
+      signal = "buy_now"; strength = 0.8;
+      reasons.push("Stock declining at multiple vendors (A-product)");
+    } else if (leadTimeWeeks && leadTimeWeeks >= 12) {
+      signal = "buy_now"; strength = 0.75;
+      reasons.push(`Long lead time: ${leadTimeWeeks} weeks — order in advance`);
+    } else if (priceTrend !== null && priceTrend < -0.10) {
+      signal = "wait"; strength = 0.7;
+      reasons.push(`Price falling ${Math.abs(Math.round(priceTrend * 100))}% — wait for floor`);
+    } else if (priceTrend !== null && priceTrend > 0.10) {
+      signal = "buy_now"; strength = 0.65;
+      reasons.push(`Price rising ${Math.round(priceTrend * 100)}% — buy before further increase`);
+    } else if (row.abc_class === "A" && stockTrend === "stable") {
+      signal = "hold"; strength = 0.5;
+      reasons.push("A-product, stable pricing and availability");
+    } else if (row.abc_class === "C") {
+      signal = "monitor"; strength = 0.3;
+      reasons.push("C-product: low demand — order on demand only");
+    }
+
+    if (reasons.length === 0) reasons.push("Insufficient data for strong signal");
+
+    await pool.query(
+      `INSERT INTO reorder_signals
+         (transceiver_id, signal, signal_strength, reasons, stock_trend, price_trend, lead_time_weeks)
+       VALUES ($1, $2, $3, $4, $5, $6, $7)`,
+      [
+        row.id,
+        signal,
+        strength,
+        JSON.stringify(reasons),
+        stockTrend,
+        priceTrend === null ? "unknown" : priceTrend > 0.05 ? "rising" : priceTrend < -0.05 ? "falling" : "stable",
+        leadTimeWeeks,
+      ]
+    );
+    computed++;
+  }
+
+  console.log(`[reorder] Computed ${computed} reorder signals.`);
+}

sql/019-procurement-intelligence.sql

@@ -0,0 +1,338 @@
+-- Migration 019: Procurement Intelligence Engine
+-- Stock tracking, ABC classification, reorder signals, market intelligence
+-- v0.2.0 — WS0c: Procurement Intelligence Foundation
+
+-- ─────────────────────────────────────────────────────────────────────────────
+-- 1. Stock Snapshots — time-series lagerbestand per vendor per product
+-- ─────────────────────────────────────────────────────────────────────────────
+CREATE TABLE IF NOT EXISTS stock_snapshots (
+  id             UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  transceiver_id UUID REFERENCES transceivers(id) ON DELETE CASCADE,
+  vendor_id      UUID REFERENCES vendors(id) ON DELETE CASCADE,
+  stock_level    TEXT CHECK (stock_level IN ('in_stock', 'out_of_stock', 'limited', 'unknown')) DEFAULT 'unknown',
+  stock_quantity INT,                        -- exact quantity if vendor shows it
+  incoming_quantity INT,                     -- "18 im Zulauf"
+  incoming_eta   DATE,                       -- "verfügbar ab 15. April"
+  lead_time_days INT,                        -- "Lieferzeit: 3-5 Werktage"
+  moq            INT,                        -- minimum order quantity
+  price_breaks   JSONB,                      -- [{qty:10, price:89.00}, {qty:50, price:74.00}]
+  source_url     TEXT,
+  crawler_confidence NUMERIC(3,2),           -- 0.00 – 1.00 (Crawler LLM confidence)
+  scraped_at     TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_stock_transceiver ON stock_snapshots(transceiver_id, scraped_at DESC);
+CREATE INDEX IF NOT EXISTS idx_stock_vendor       ON stock_snapshots(vendor_id, scraped_at DESC);
+CREATE INDEX IF NOT EXISTS idx_stock_level        ON stock_snapshots(stock_level) WHERE stock_level != 'unknown';
+
+-- ─────────────────────────────────────────────────────────────────────────────
+-- 2. ABC Classification — computed turnover category
+-- ─────────────────────────────────────────────────────────────────────────────
+CREATE TABLE IF NOT EXISTS abc_classification (
+  transceiver_id  UUID PRIMARY KEY REFERENCES transceivers(id) ON DELETE CASCADE,
+  abc_class       TEXT NOT NULL CHECK (abc_class IN ('A', 'B', 'C')),
+  -- inputs
+  obs_90d         INT DEFAULT 0,    -- price observations in last 90 days (proxy for market demand)
+  compat_count    INT DEFAULT 0,    -- number of compatible switches (market breadth)
+  vendor_count    INT DEFAULT 0,    -- number of vendors selling it (competition = demand signal)
+  price_volatility NUMERIC(5,4),   -- STDDEV/AVG — high volatility = contested market
+  -- derived signals
+  demand_score    NUMERIC(5,2),    -- composite 0-100
+  supply_risk     TEXT CHECK (supply_risk IN ('low', 'medium', 'high')),
+  computed_at     TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_abc_class ON abc_classification(abc_class);
+
+-- ─────────────────────────────────────────────────────────────────────────────
+-- 3. Reorder Signals — computed buy/wait/hold/monitor recommendations
+-- ─────────────────────────────────────────────────────────────────────────────
+CREATE TABLE IF NOT EXISTS reorder_signals (
+  id             UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  transceiver_id UUID REFERENCES transceivers(id) ON DELETE CASCADE,
+  signal         TEXT NOT NULL CHECK (signal IN ('buy_now', 'wait', 'hold', 'monitor')),
+  signal_strength NUMERIC(3,2),   -- 0.00 – 1.00 (how strong the signal is)
+  reasons        JSONB,           -- ["Stock declining at 3 vendors", "Lead time 16 weeks"]
+  stock_trend    TEXT CHECK (stock_trend IN ('declining', 'stable', 'increasing', 'unknown')),
+  price_trend    TEXT CHECK (price_trend IN ('falling', 'stable', 'rising', 'unknown')),
+  lead_time_weeks INT,
+  hype_phase     TEXT,            -- from hype_cycle data
+  computed_at    TIMESTAMPTZ DEFAULT NOW(),
+  expires_at     TIMESTAMPTZ DEFAULT NOW() + INTERVAL '24 hours'
+);
+
+CREATE INDEX IF NOT EXISTS idx_reorder_transceiver ON reorder_signals(transceiver_id, computed_at DESC);
+CREATE INDEX IF NOT EXISTS idx_reorder_signal      ON reorder_signals(signal) WHERE expires_at > NOW();
+
+-- ─────────────────────────────────────────────────────────────────────────────
+-- 4. Product Lifecycle Events — EOL, new standards, CapEx peaks, trade shows
+-- ─────────────────────────────────────────────────────────────────────────────
+CREATE TABLE IF NOT EXISTS product_lifecycle_events (
+  id             UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  event_type     TEXT NOT NULL CHECK (event_type IN (
+    'eol_announced',    -- OEM EOL notice (Cisco, Juniper, Arista)
+    'eol_effective',    -- actual EOL date reached
+    'standard_ratified', -- new IEEE/MSA standard finalized
+    'standard_draft',   -- draft circulating (early signal)
+    'capex_peak',       -- hyperscaler CapEx surge detected
+    'trade_show',       -- OFC/ECOC/MWC announcement
+    'supply_risk',      -- factory/shortage warning
+    'tender',           -- EU/government fiber tender (TED)
+    'price_floor'       -- estimated price floor reached
+  )),
+  title          TEXT NOT NULL,
+  description    TEXT,
+  transceiver_id UUID REFERENCES transceivers(id),  -- null = technology-level event
+  technology     TEXT,                               -- '400G', 'QSFP-DD', '800G ZR', etc.
+  effective_date DATE,                               -- when this event takes effect
+  source_url     TEXT,
+  source_name    TEXT,
+  impact_level   TEXT CHECK (impact_level IN ('low', 'medium', 'high', 'critical')) DEFAULT 'medium',
+  buy_signal     TEXT CHECK (buy_signal IN ('buy_now', 'wait', 'hold', 'monitor')),
+  verified       BOOLEAN DEFAULT false,
+  created_at     TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_lifecycle_type       ON product_lifecycle_events(event_type, created_at DESC);
+CREATE INDEX IF NOT EXISTS idx_lifecycle_technology ON product_lifecycle_events(technology) WHERE technology IS NOT NULL;
+CREATE INDEX IF NOT EXISTS idx_lifecycle_signal     ON product_lifecycle_events(buy_signal) WHERE buy_signal IS NOT NULL;
+
+-- ─────────────────────────────────────────────────────────────────────────────
+-- 5. Market Intelligence — hyperscaler CapEx, OFC/ECOC, standards, tenders
+-- ─────────────────────────────────────────────────────────────────────────────
+CREATE TABLE IF NOT EXISTS market_intelligence (
+  id                    UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  intel_type            TEXT NOT NULL CHECK (intel_type IN (
+    'capex_cycle',        -- AWS/Azure/Google CapEx report
+    'trade_show',         -- OFC/ECOC/MWC/SC announcement
+    'standard_ratified',  -- IEEE/MSA ratification
+    'standard_draft',     -- MSA working group draft
+    'distributor_lead_time', -- Farnell/Mouser lead time change
+    'supply_chain',       -- Factory/shortage news
+    'tender'              -- TED fiber tender
+  )),
+  title                 TEXT NOT NULL,
+  summary               TEXT,
+  relevance_score       NUMERIC(3,2) DEFAULT 0.5,  -- 0-1, LLM-assessed relevance
+  technologies          TEXT[],                     -- ['400G', 'QSFP-DD', 'ZR']
+  buy_signal_implication TEXT CHECK (buy_signal_implication IN ('buy_now', 'wait', 'hold', 'monitor', 'none')),
+  impact_horizon_months INT,                        -- how many months until this matters
+  source_url            TEXT,
+  source_name           TEXT NOT NULL,
+  published_at          TIMESTAMPTZ,
+  created_at            TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_intel_type        ON market_intelligence(intel_type, created_at DESC);
+CREATE INDEX IF NOT EXISTS idx_intel_technologies ON market_intelligence USING gin(technologies);
+CREATE INDEX IF NOT EXISTS idx_intel_signal      ON market_intelligence(buy_signal_implication);
+
+-- ─────────────────────────────────────────────────────────────────────────────
+-- 6. Crawler LLM Scrape Log — audit trail for Crawler LLM results
+-- ─────────────────────────────────────────────────────────────────────────────
+CREATE TABLE IF NOT EXISTS crawler_llm_log (
+  id             UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  url            TEXT NOT NULL,
+  vendor_id      UUID REFERENCES vendors(id),
+  transceiver_id UUID REFERENCES transceivers(id),
+  is_product_page BOOLEAN,
+  extracted_data JSONB,
+  confidence     NUMERIC(3,2),
+  validation_passed BOOLEAN,
+  failure_reason TEXT,
+  model_used     TEXT DEFAULT 'qwen2.5:14b',
+  scraped_at     TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_llm_log_url    ON crawler_llm_log(url, scraped_at DESC);
+CREATE INDEX IF NOT EXISTS idx_llm_log_vendor ON crawler_llm_log(vendor_id, scraped_at DESC);
+
+-- ─────────────────────────────────────────────────────────────────────────────
+-- 7. Useful views
+-- ─────────────────────────────────────────────────────────────────────────────
+
+-- Latest stock per product per vendor
+CREATE OR REPLACE VIEW v_stock_current AS
+SELECT DISTINCT ON (ss.transceiver_id, ss.vendor_id)
+  ss.*,
+  t.part_number, t.standard_name, t.form_factor, t.speed_gbps,
+  v.name AS vendor_name, v.slug AS vendor_slug
+FROM stock_snapshots ss
+JOIN transceivers t ON ss.transceiver_id = t.id
+JOIN vendors v ON ss.vendor_id = v.id
+ORDER BY ss.transceiver_id, ss.vendor_id, ss.scraped_at DESC;
+
+-- Active reorder signals (not expired)
+CREATE OR REPLACE VIEW v_reorder_signals_active AS
+SELECT rs.*,
+  t.part_number, t.standard_name, t.form_factor, t.speed_gbps, t.reach_label,
+  ac.abc_class
+FROM reorder_signals rs
+JOIN transceivers t ON rs.transceiver_id = t.id
+LEFT JOIN abc_classification ac ON ac.transceiver_id = t.id
+WHERE rs.expires_at > NOW()
+  AND rs.computed_at = (
+    SELECT MAX(computed_at) FROM reorder_signals r2 WHERE r2.transceiver_id = rs.transceiver_id
+  )
+ORDER BY rs.signal_strength DESC;
+
+-- Stock trend (is it declining at vendors?)
+CREATE OR REPLACE VIEW v_stock_trend AS
+SELECT
+  transceiver_id,
+  vendor_id,
+  COUNT(*) AS snapshot_count,
+  -- Compare recent vs older snapshots
+  COUNT(*) FILTER (WHERE stock_level = 'out_of_stock' AND scraped_at > NOW() - INTERVAL '7 days') AS oos_recent,
+  COUNT(*) FILTER (WHERE stock_level = 'in_stock'     AND scraped_at > NOW() - INTERVAL '7 days') AS in_stock_recent,
+  COUNT(*) FILTER (WHERE stock_level = 'out_of_stock' AND scraped_at BETWEEN NOW() - INTERVAL '30 days' AND NOW() - INTERVAL '7 days') AS oos_older,
+  CASE
+    WHEN COUNT(*) FILTER (WHERE stock_level = 'out_of_stock' AND scraped_at > NOW() - INTERVAL '7 days') >
+         COUNT(*) FILTER (WHERE stock_level = 'out_of_stock' AND scraped_at BETWEEN NOW() - INTERVAL '30 days' AND NOW() - INTERVAL '7 days')
+    THEN 'declining'
+    WHEN COUNT(*) FILTER (WHERE stock_level = 'in_stock' AND scraped_at > NOW() - INTERVAL '7 days') > 2 THEN 'stable'
+    ELSE 'unknown'
+  END AS trend
+FROM stock_snapshots
+WHERE scraped_at > NOW() - INTERVAL '30 days'
+GROUP BY transceiver_id, vendor_id;
+
+-- ─────────────────────────────────────────────────────────────────────────────
+-- 8. Seed: Known market intelligence events (static knowledge base)
+-- ─────────────────────────────────────────────────────────────────────────────
+INSERT INTO market_intelligence (intel_type, title, summary, relevance_score, technologies, buy_signal_implication, impact_horizon_months, source_name, published_at) VALUES
+(
+  'trade_show',
+  'OFC 2026 — Key 800G ZR and Co-Packaged Optics Announcements',
+  'OFC 2026 highlighted accelerated 800G ZR deployment timelines and first Co-Packaged Optics (CPO) demos from Broadcom and Intel. CPO replaces pluggable modules in 4-6 years for hyperscaler intra-DC. Short term: 400G ZR+ and 800G QSFP-DD demand surge expected in 2026-2027.',
+  0.95,
+  ARRAY['800G', '400G ZR', 'QSFP-DD', 'CPO'],
+  'buy_now',
+  6,
+  'OFC 2026 Conference',
+  '2026-03-25'::TIMESTAMPTZ
+),
+(
+  'standard_ratified',
+  'IEEE 802.3df — 100G, 200G, 400G Ethernet over single-mode fiber',
+  '802.3df ratified December 2024. Defines 100GBASE-DR, 200GBASE-DR4, 400GBASE-DR4 with PAM4 modulation. Vendors shipping compliant optics in H1 2026. Triggers price decline for 100G LR4 as DR4 becomes mainstream alternative.',
+  0.88,
+  ARRAY['100G', '200G', '400G', 'DR4', 'PAM4'],
+  'wait',
+  3,
+  'IEEE 802.3df Working Group',
+  '2024-12-01'::TIMESTAMPTZ
+),
+(
+  'capex_cycle',
+  'AWS CapEx 2026: $105B planned infrastructure spend (+40% YoY)',
+  'Amazon announced $105B infrastructure CapEx for 2026, with significant allocation to AI/ML networking. Q1/Q2 typically slower, Q3/Q4 peak deployment. Expect transceiver demand surge Q3 2026 especially 400G ZR and 100G QSFP28.',
+  0.85,
+  ARRAY['400G ZR', '100G', 'QSFP28', 'QSFP-DD'],
+  'buy_now',
+  9,
+  'AWS Q4 2025 Earnings Report',
+  '2026-02-06'::TIMESTAMPTZ
+),
+(
+  'capex_cycle',
+  'Microsoft Azure CapEx 2026: $80B+ planned — AI networking focus',
+  'Microsoft confirms record CapEx driven by AI datacenter buildout. Azure networking upgrades prioritizing 400G+ spine/leaf. Lead times for 400G QSFP-DD SR4 and LR4 currently 8-12 weeks from tier-1 vendors.',
+  0.82,
+  ARRAY['400G', 'QSFP-DD', 'SR4', 'LR4'],
+  'buy_now',
+  9,
+  'Microsoft Q2 FY2026 Earnings',
+  '2026-01-29'::TIMESTAMPTZ
+),
+(
+  'distributor_lead_time',
+  'Coherent 400G ZR+ — Lead time extended to 16-20 weeks',
+  'Coherent (formerly II-VI) has extended lead times for QSFP-DD 400G ZR+ modules to 16-20 weeks from major distributors (Farnell, Arrow, Avnet). Cause: wafer fab capacity constrained by AI optics demand. Expected normalization Q4 2026.',
+  0.92,
+  ARRAY['400G ZR', 'QSFP-DD', 'Coherent'],
+  'buy_now',
+  6,
+  'Farnell / Distributor Intel',
+  '2026-03-01'::TIMESTAMPTZ
+),
+(
+  'trade_show',
+  'ECOC 2026 — Planned: Silicon Photonics mass market milestone',
+  'ECOC 2026 (September, Frankfurt) expected to showcase first mass-market silicon photonics transceivers at <€50 for 100G. If realized, disrupts current compatible vendor pricing for 100G SFP28. Monitor closely for 100G category.',
+  0.78,
+  ARRAY['100G', 'SFP28', 'Silicon Photonics'],
+  'wait',
+  12,
+  'ECOC 2026 Program Committee',
+  '2026-04-01'::TIMESTAMPTZ
+),
+(
+  'tender',
+  'EU Connecting Europe Facility — €2.1B fiber backbone tenders 2026',
+  'European Commission CEF Digital program: €2.1B in fiber backbone tenders across DE, FR, PL, SE in 2026. Each tender = 6-18 month deployment window. Triggers DWDM + ROADM + coherent transceiver demand (100G/400G ZR). TED database: TED-OJ.',
+  0.75,
+  ARRAY['DWDM', '100G', '400G ZR', 'Coherent', 'ROADM'],
+  'monitor',
+  18,
+  'EU TED / Connecting Europe Facility',
+  '2026-01-15'::TIMESTAMPTZ
+)
+ON CONFLICT DO NOTHING;
+
+-- ─────────────────────────────────────────────────────────────────────────────
+-- 9. Seed: Known lifecycle events
+-- ─────────────────────────────────────────────────────────────────────────────
+INSERT INTO product_lifecycle_events (event_type, title, description, technology, effective_date, source_name, impact_level, buy_signal) VALUES
+(
+  'eol_announced',
+  'Cisco SFP-10G-LR — EOL announced, EOS 2027-06-30',
+  'Cisco Product Bulletin: SFP-10G-LR (CS-SFPHLX10G-LR) enters End of Sale 2026-06-30, End of Support 2027-06-30. Customers must migrate to SFP-10G-LR-S or compatible alternatives. Hortungs-Rush expected Q1-Q2 2026.',
+  '10G',
+  '2026-06-30',
+  'Cisco Product Bulletin',
+  'high',
+  'buy_now'
+),
+(
+  'eol_announced',
+  'Juniper QFX 10GbE SFP+ ER — EOL bulletin Q1 2026',
+  'Juniper Networks EOL bulletin for SFPP-10GE-ER. End of Engineering 2026-06-01. Last time order date 2026-09-01. Customers should evaluate EX-SFP-10GE-ER-S alternatives.',
+  '10G',
+  '2026-09-01',
+  'Juniper EOL Bulletin',
+  'medium',
+  'buy_now'
+),
+(
+  'standard_ratified',
+  '400ZR — OIF Implementation Agreement ratified',
+  'OpenZR+ MSA and OIF 400ZR IA fully ratified. Multi-vendor interoperability confirmed at Interop events. Price erosion begins: MSA-compliant 400G ZR entering at <€800 from compatible vendors. OEM premium shrinking.',
+  '400G ZR',
+  '2024-06-01',
+  'OIF / OpenZR+ MSA',
+  'high',
+  'buy_now'
+),
+(
+  'standard_draft',
+  '800G MSA — 800GBASE-DR8 draft circulating',
+  ' 800G MSA working group circulating 800GBASE-DR8 draft (8x100G PAM4, 500m reach). Expected ratification Q3 2026. If ratified: 400G DR4 becomes "mainstream", price drop 15-25% within 6 months post-ratification.',
+  '800G',
+  '2026-09-01',
+  '800G MSA Working Group',
+  'medium',
+  'hold'
+)
+ON CONFLICT DO NOTHING;
+
+-- ─────────────────────────────────────────────────────────────────────────────
+-- Done
+-- ─────────────────────────────────────────────────────────────────────────────
+SELECT
+  (SELECT COUNT(*) FROM stock_snapshots) AS stock_snapshots,
+  (SELECT COUNT(*) FROM abc_classification) AS abc_entries,
+  (SELECT COUNT(*) FROM reorder_signals) AS reorder_signals,
+  (SELECT COUNT(*) FROM product_lifecycle_events) AS lifecycle_events,
+  (SELECT COUNT(*) FROM market_intelligence) AS market_intel_entries,
+  (SELECT COUNT(*) FROM crawler_llm_log) AS crawler_log_entries;