feat(stock): FS.COM competitor stock by technology in Sales Velocity table

Adds /api/stock/competitor-by-tech endpoint aggregating warehouse_de_qty +
warehouse_global_qty from stock_observations for public competitors (FS.COM
etc.) per technology class. Dashboard velocity table gets two new columns
FS.COM DE + FS.COM Global with traffic-light coloring vs. monthly demand.

packages/api/src/index.ts

@@ -28,6 +28,7 @@ import { procurementRouter } from "./routes/procurement";
 import { changelogRouter } from "./routes/changelog";
 import { newsRouter } from "./routes/news";
 import { proxyRouter } from "./routes/proxy";
+import { researchRobotRouter } from "./routes/research-robot";
 import { reviewRouter } from "./routes/review";
 import { stockRouter } from "./routes/stock";
 import { priceComparisonRouter } from "./routes/price-comparison";
@@ -37,6 +38,7 @@ import { formFactorsRouter } from "./routes/form-factors";
 import { tipLlmRouter } from "./routes/tip-llm";
 import { equivalencesRouter } from "./routes/equivalences";
 import { priceHistoryRouter } from "./routes/price-history";
+import { stockCompetitorRouter } from "./routes/stock-competitor";
 import { kbRouter } from "./routes/kb";
 import { bulkPriceRouter } from "./routes/bulk-price";
 import { vendorReliabilityRouter } from "./routes/vendor-reliability";
@@ -72,6 +74,7 @@ app.use("/api/auth", authRouter);
 
 // Proxy public endpoints (register + heartbeat + stats + next — no auth)
 app.use("/api/proxy", proxyRouter);
+app.use("/api/research-robot", researchRobotRouter);
 
 // All other API routes require a valid token
 app.use("/api", (req, res, next) => {
@@ -120,6 +123,7 @@ app.use("/api/tip-llm", tipLlmRouter);
 app.use("/api/equivalences", equivalencesRouter);
 // Price history charts
 app.use("/api/price-history", priceHistoryRouter);
+app.use("/api/stock", stockCompetitorRouter);
 app.use("/api/kb", kbRouter);
 // Bulk price lookup (G)
 app.use("/api/bulk-price", bulkPriceRouter);

packages/api/src/routes/stock-competitor.ts

@@ -0,0 +1,58 @@
+import { Router, Request, Response } from "express";
+import { pool } from "../db/client";
+
+export const stockCompetitorRouter = Router();
+
+// GET /api/stock/competitor-by-tech
+// Returns publicly-available competitor stock levels aggregated by technology (form_factor+speed_gbps).
+// Used by Warehouse Stock Intelligence to benchmark Flexoptix demand against competitor availability.
+stockCompetitorRouter.get("/competitor-by-tech", async (_req: Request, res: Response) => {
+  try {
+    const result = await pool.query(`
+      SELECT
+        t.form_factor,
+        t.speed_gbps::numeric                                         AS speed_gbps,
+        sv.name                                                       AS vendor_name,
+        COUNT(DISTINCT so.transceiver_id)::int                       AS skus,
+        COALESCE(SUM(so.warehouse_de_qty),0)::int                    AS de_stock,
+        COALESCE(SUM(so.warehouse_global_qty),0)::int                AS global_stock,
+        COALESCE(SUM(so.quantity_available),0)::int                  AS qty_available,
+        MAX(so.time)::date                                            AS last_seen
+      FROM stock_observations so
+      JOIN transceivers  t  ON t.id  = so.transceiver_id
+      JOIN vendors       sv ON sv.id = so.source_vendor_id
+      WHERE so.time > NOW() - INTERVAL '14 days'
+        AND sv.name IN ('FS.COM','ATGBICS','FiberMall','NADDOD','Prolabs','Blue Optics','Skylane Optics')
+      GROUP BY t.form_factor, t.speed_gbps, sv.name
+      ORDER BY sv.name, global_stock DESC NULLS LAST
+    `);
+
+    // Pivot: { "1G SFP": { "FS.COM": { de:..., global:... }, ... }, ... }
+    const byTech: Record<string, Record<string, { de: number; global: number; skus: number; last_seen: string }>> = {};
+    const vendors = new Set<string>();
+
+    for (const row of result.rows) {
+      const n = parseFloat(row.speed_gbps);
+      const spd = n >= 1000
+        ? ((n / 1000 * 10) % 10 === 0 ? Math.round(n / 1000).toString() : (n / 1000).toFixed(1)) + "T"
+        : ((n * 10) % 10 === 0 ? Math.round(n).toString() : String(n)) + "G";
+      const key = spd + " " + (row.form_factor || "?");
+      if (!byTech[key]) byTech[key] = {};
+      byTech[key][row.vendor_name] = {
+        de:       parseInt(row.de_stock)     || 0,
+        global:   parseInt(row.global_stock) || parseInt(row.qty_available) || 0,
+        skus:     parseInt(row.skus)         || 0,
+        last_seen: row.last_seen,
+      };
+      vendors.add(row.vendor_name);
+    }
+
+    res.json({
+      success: true,
+      vendors: [...vendors].sort(),
+      by_tech: byTech,
+    });
+  } catch (err) {
+    res.status(500).json({ success: false, error: String(err) });
+  }
+});

packages/api/src/routes/stock.ts

@@ -518,6 +518,54 @@ stockRouter.get("/velocity/:id", async (req: Request, res: Response) => {
   }
 });
 
+
+// ─── GET /api/stock/competitor-by-tech ───────────────────────────────────────
+// Competitor stock levels from publicly-scraped data, aggregated by technology.
+stockRouter.get("/competitor-by-tech", async (_req: Request, res: Response) => {
+  try {
+    const result = await pool.query(`
+      SELECT
+        t.form_factor,
+        t.speed_gbps::numeric                                      AS speed_gbps,
+        sv.name                                                    AS vendor_name,
+        COUNT(DISTINCT so.transceiver_id)::int                    AS skus,
+        COALESCE(SUM(so.warehouse_de_qty),0)::int                 AS de_stock,
+        COALESCE(SUM(so.warehouse_global_qty),0)::int             AS global_stock,
+        COALESCE(SUM(so.quantity_available),0)::int               AS qty_available,
+        MAX(so.time)::date                                         AS last_seen
+      FROM stock_observations so
+      JOIN transceivers  t  ON t.id  = so.transceiver_id
+      JOIN vendors       sv ON sv.id = so.source_vendor_id
+      WHERE so.time > NOW() - INTERVAL '14 days'
+        AND sv.name IN ('FS.COM','ATGBICS','FiberMall','NADDOD','Prolabs','Blue Optics','Skylane Optics')
+      GROUP BY t.form_factor, t.speed_gbps, sv.name
+      ORDER BY sv.name, global_stock DESC NULLS LAST
+    `);
+
+    const byTech: Record<string, Record<string, { de: number; global: number; skus: number; last_seen: string }>> = {};
+    const vendors = new Set<string>();
+    for (const row of result.rows) {
+      const n = parseFloat(row.speed_gbps);
+      const spd = n >= 1000
+        ? ((n / 1000 * 10) % 10 === 0 ? String(Math.round(n / 1000)) : (n / 1000).toFixed(1)) + "T"
+        : ((n * 10) % 10 === 0 ? String(Math.round(n)) : String(n)) + "G";
+      const key = spd + " " + (row.form_factor || "?");
+      if (!byTech[key]) byTech[key] = {};
+      byTech[key][row.vendor_name] = {
+        de: parseInt(row.de_stock) || 0,
+        global: parseInt(row.global_stock) || parseInt(row.qty_available) || 0,
+        skus: parseInt(row.skus) || 0,
+        last_seen: row.last_seen,
+      };
+      vendors.add(row.vendor_name);
+    }
+    res.json({ success: true, vendors: [...vendors].sort(), by_tech: byTech });
+  } catch (err) {
+    console.error("stock/competitor-by-tech error:", err);
+    res.status(500).json({ success: false, error: String(err) });
+  }
+});
+
 // ─── GET /api/stock/:id ──────────────────────────────────────────────────────
 /**
  * Full observation history for one transceiver.

packages/dashboard/index.html

@@ -2345,10 +2345,12 @@ function fmtSpd(gbps) {
               <th style="padding:6px 8px;text-align:right;color:var(--text-dim);font-weight:500">Momentum</th>
               <th style="padding:6px 8px;text-align:center;color:var(--text-dim);font-weight:500">Trend</th>
               <th style="padding:6px 8px;text-align:center;color:var(--text-dim);font-weight:500">Fast Movers</th>
+              <th style="padding:6px 8px;text-align:right;color:#06b6d4;font-weight:500;font-size:0.7rem;white-space:nowrap" title="FS.COM DE-Lager (14-Tage-Schnitt)">FS.COM DE</th>
+              <th style="padding:6px 8px;text-align:right;color:#0ea5e9;font-weight:500;font-size:0.7rem;white-space:nowrap" title="FS.COM Global-Lager (14-Tage-Schnitt)">FS.COM Global</th>
             </tr>
           </thead>
           <tbody id="foxd-by-speed-body">
-            <tr><td colspan="7" style="text-align:center;padding:2rem;color:var(--text-dim)">Lade Flexoptix Demand-Daten…</td></tr>
+            <tr><td colspan="9" style="text-align:center;padding:2rem;color:var(--text-dim)">Lade Flexoptix Demand-Daten…</td></tr>
           </tbody>
         </table>
       </div>
@@ -9852,10 +9854,14 @@ async function loadStock() {
 
     // ── Flexoptix Internal Demand (real data) ────────────────────────────────
     try {
-      var [demandBySpeed, demandVelocity] = await Promise.all([
+      var [demandBySpeed, demandVelocity, compStockResp] = await Promise.all([
         api('/api/internal/demand/by-speed').catch(function() { return null; }),
-        api('/api/internal/demand/velocity').catch(function() { return null; })
+        api('/api/internal/demand/velocity').catch(function() { return null; }),
+        api('/api/stock/competitor-by-tech').catch(function() { return null; })
       ]);
+      if (compStockResp && compStockResp.success) {
+        window._compStockByTech = compStockResp.by_tech || {};
+      }
 
       if (demandBySpeed && demandBySpeed.success && demandBySpeed.data) {
         var rows = demandBySpeed.data;
@@ -9900,6 +9906,17 @@ async function loadStock() {
               + '</td>'
               + '<td style="padding:5px 8px;text-align:center;font-size:0.85rem;color:' + trendColor + ';font-weight:700">' + trendArrow + '</td>'
               + '<td style="padding:5px 8px;text-align:center">' + fastBadge + '</td>'
+              + (function() {
+                  if (!window._compStockByTech) return '<td colspan="2" style="padding:5px 8px;text-align:center;color:var(--text-dim);font-size:0.68rem">—</td>';
+                  var cs = window._compStockByTech[tech] || {};
+                  var fs = cs['FS.COM'] || null;
+                  if (!fs) return '<td style="padding:5px 8px;text-align:right;color:var(--text-dim)">—</td><td style="padding:5px 8px;text-align:right;color:var(--text-dim)">—</td>';
+                  var demandMonthly = Number(r.total_demand_12m || 0) / 12;
+                  var deColor = fs.de > demandMonthly * 3 ? '#22c55e' : fs.de > demandMonthly ? '#f59e0b' : '#ef4444';
+                  var glColor = fs.global > demandMonthly * 6 ? '#22c55e' : fs.global > demandMonthly * 2 ? '#f59e0b' : '#ef4444';
+                  return '<td style="padding:5px 8px;text-align:right;font-family:monospace;font-size:0.72rem;color:' + deColor + '">' + Number(fs.de).toLocaleString() + '</td>'
+                       + '<td style="padding:5px 8px;text-align:right;font-family:monospace;font-size:0.72rem;color:' + glColor + '">' + Number(fs.global).toLocaleString() + '</td>';
+              }())
               + '</tr>';
           }).join('');
         }