fix: procurement demo data — correct schema column names for all 4 tables
This commit is contained in:
Rene Fichtmueller
parent
48218a553d
commit
af69040070
@ -1,31 +1,35 @@
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-- Migration 021: Procurement Intelligence Demo Data
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-- Migration 021: Procurement Intelligence Demo Data (corrected schema)
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-- Seeds realistic procurement signals, ABC classes, stock observations
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-- so the dashboard tab shows meaningful data immediately
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-- ─────────────────────────────────────────────────────────────────────────────
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-- 1. ABC Classification demo entries (top transceiver SKUs)
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-- 1. ABC Classification demo entries
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-- abc_classification: transceiver_id, abc_class, obs_90d, compat_count,
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-- vendor_count, price_volatility, demand_score, supply_risk, computed_at
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-- ─────────────────────────────────────────────────────────────────────────────
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INSERT INTO abc_classification (transceiver_id, abc_class, score, obs_90d, compat_count, vendor_count, classified_at)
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INSERT INTO abc_classification (
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transceiver_id, abc_class, obs_90d, compat_count, vendor_count,
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price_volatility, demand_score, supply_risk, computed_at
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)
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SELECT
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t.id,
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CASE
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WHEN t.speed_gbps >= 400 AND t.form_factor IN ('QSFP-DD', 'OSFP') THEN 'A'
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WHEN t.speed_gbps >= 100 AND t.form_factor IN ('QSFP28', 'QSFP+') THEN 'A'
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WHEN t.speed_gbps = 25 AND t.form_factor = 'SFP28' THEN 'B'
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WHEN t.speed_gbps = 10 AND t.form_factor IN ('SFP+', 'SFP') THEN 'B'
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WHEN t.speed_gbps = 1 THEN 'C'
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WHEN t.speed_gbps >= 400 THEN 'A'
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WHEN t.speed_gbps >= 100 THEN 'A'
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WHEN t.speed_gbps >= 25 THEN 'B'
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WHEN t.speed_gbps >= 10 THEN 'B'
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ELSE 'C'
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END AS abc_class,
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CASE
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WHEN t.speed_gbps >= 400 THEN 0.85 + random() * 0.14
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WHEN t.speed_gbps >= 100 THEN 0.65 + random() * 0.20
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WHEN t.speed_gbps >= 25 THEN 0.40 + random() * 0.25
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WHEN t.speed_gbps >= 10 THEN 0.20 + random() * 0.20
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ELSE 0.05 + random() * 0.15
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END AS score,
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FLOOR(10 + random() * 90)::INTEGER AS obs_90d,
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FLOOR(5 + random() * 50)::INTEGER AS compat_count,
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FLOOR(1 + random() * 8)::INTEGER AS vendor_count,
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END,
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FLOOR(10 + random() * 90)::INTEGER,
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FLOOR(5 + random() * 50)::INTEGER,
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FLOOR(1 + random() * 8)::INTEGER,
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ROUND((random() * 0.25)::NUMERIC, 4),
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ROUND(CASE
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WHEN t.speed_gbps >= 400 THEN 75 + random() * 24
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WHEN t.speed_gbps >= 100 THEN 55 + random() * 30
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WHEN t.speed_gbps >= 25 THEN 30 + random() * 25
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ELSE 5 + random() * 25
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END::NUMERIC, 2),
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CASE WHEN random() > 0.7 THEN 'high' WHEN random() > 0.4 THEN 'medium' ELSE 'low' END,
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NOW() - (random() * INTERVAL '2 hours')
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FROM transceivers t
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WHERE NOT EXISTS (SELECT 1 FROM abc_classification abc WHERE abc.transceiver_id = t.id)
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@ -33,111 +37,92 @@ LIMIT 200
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ON CONFLICT DO NOTHING;
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-- ─────────────────────────────────────────────────────────────────────────────
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-- 2. Reorder signals demo (key technologies)
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-- 2. Reorder signals demo
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-- reorder_signals: transceiver_id, signal, signal_strength, reasons,
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-- stock_trend, price_trend, lead_time_weeks, hype_phase, computed_at, expires_at
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-- ─────────────────────────────────────────────────────────────────────────────
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INSERT INTO reorder_signals (
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transceiver_id, signal, signal_strength, reasons,
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current_asp_eur, price_trend_30d, lead_time_days,
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weeks_of_stock, abc_class, computed_at
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stock_trend, price_trend, lead_time_weeks, hype_phase,
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computed_at, expires_at
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)
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SELECT
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t.id,
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CASE
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WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD' THEN 'buy_now'
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WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%DR%' THEN 'buy_now'
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WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%ZR%' THEN 'wait'
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WHEN t.speed_gbps = 400 AND t.reach_label LIKE '%ZR%' THEN 'wait'
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WHEN t.speed_gbps = 25 THEN 'monitor'
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WHEN t.speed_gbps = 10 AND t.reach_label LIKE '%LR%' THEN 'hold'
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WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD' THEN 'buy_now'
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WHEN t.speed_gbps = 100 AND t.reach_label ILIKE '%DR%' THEN 'buy_now'
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WHEN t.speed_gbps = 100 AND t.reach_label ILIKE '%ZR%' THEN 'wait'
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WHEN t.speed_gbps = 400 AND t.reach_label ILIKE '%ZR%' THEN 'wait'
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WHEN t.speed_gbps = 25 THEN 'monitor'
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WHEN t.speed_gbps = 10 AND t.reach_label ILIKE '%LR%' THEN 'hold'
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ELSE 'monitor'
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END AS signal,
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CASE
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END,
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ROUND(CASE
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WHEN t.speed_gbps >= 400 THEN 0.75 + random() * 0.22
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WHEN t.speed_gbps >= 100 THEN 0.55 + random() * 0.30
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ELSE 0.30 + random() * 0.40
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END AS signal_strength,
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END::NUMERIC, 2),
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CASE
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WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD'
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THEN '["Price near 12-month low","Adoption entering slope of enlightenment","Lead times stable at 8-12 weeks","Hyperscaler demand confirmed (AWS $105B CapEx 2026)"]'::jsonb
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WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%DR%'
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THEN '["DR4 pricing dropped 18% in Q1 2026","High switch compat (400+ switches)","FS.com and 10Gtek stock in","Strong Flexoptix catalog coverage"]'::jsonb
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WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%ZR%'
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THEN '["Price near 12-month low","Adoption entering slope of enlightenment","Hyperscaler demand confirmed (AWS $105B CapEx 2026)","Lead times stable 8-12 weeks"]'::jsonb
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WHEN t.speed_gbps = 100 AND t.reach_label ILIKE '%DR%'
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THEN '["DR4 pricing dropped 18% Q1 2026","High switch compat (400+ switches)","FS.com and 10Gtek stock available","Strong Flexoptix catalog coverage"]'::jsonb
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WHEN t.speed_gbps = 100 AND t.reach_label ILIKE '%ZR%'
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THEN '["ZR+ standard still finalizing","Coherent lead times 16-20 weeks","Price expected -25% by Q3 2026","Wait for IEEE 802.3df ratification"]'::jsonb
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WHEN t.speed_gbps = 400 AND t.reach_label LIKE '%ZR%'
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WHEN t.speed_gbps = 400 AND t.reach_label ILIKE '%ZR%'
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THEN '["400ZR recently ratified","Market still volatile","Multiple vendors entering","Price floor not yet established"]'::jsonb
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WHEN t.speed_gbps = 25
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THEN '["SFP28 market mature","Price stable","Monitor for next refresh cycle","No urgent action required"]'::jsonb
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ELSE '["Stable pricing","No lifecycle event triggered","Normal replenishment timing"]'::jsonb
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END AS reasons,
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THEN '["SFP28 market mature and stable","No lifecycle event triggered","Normal replenishment timing applies"]'::jsonb
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ELSE '["Stable pricing","No urgent lifecycle event","Standard replenishment cycle"]'::jsonb
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END,
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CASE WHEN random() > 0.5 THEN 'declining' WHEN random() > 0.3 THEN 'stable' ELSE 'increasing' END,
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CASE WHEN t.speed_gbps >= 100 THEN 'falling' WHEN random() > 0.4 THEN 'stable' ELSE 'falling' END,
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CASE
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WHEN t.speed_gbps = 400 THEN 180 + random() * 120
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WHEN t.speed_gbps = 100 THEN 65 + random() * 80
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WHEN t.speed_gbps = 25 THEN 35 + random() * 30
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WHEN t.speed_gbps = 10 THEN 22 + random() * 20
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ELSE 8 + random() * 15
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END AS current_asp_eur,
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WHEN t.speed_gbps >= 400 THEN FLOOR(2 + random() * 3)::INTEGER
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WHEN t.speed_gbps >= 100 THEN FLOOR(1 + random() * 2)::INTEGER
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ELSE 1
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END,
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CASE
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WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD' THEN -0.08 - random() * 0.05
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WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%DR%' THEN -0.12 - random() * 0.06
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WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%ZR%' THEN -0.18 - random() * 0.07
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WHEN t.speed_gbps = 25 THEN -0.03 - random() * 0.04
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WHEN t.speed_gbps = 10 THEN -0.02 - random() * 0.02
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ELSE 0.01 - random() * 0.05
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END AS price_trend_30d,
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CASE
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WHEN t.speed_gbps >= 400 THEN 8 + FLOOR(random() * 8)
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WHEN t.speed_gbps >= 100 THEN 4 + FLOOR(random() * 6)
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ELSE 2 + FLOOR(random() * 4)
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END::INTEGER AS lead_time_days,
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CASE
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WHEN t.speed_gbps >= 400 THEN 4 + FLOOR(random() * 8)
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WHEN t.speed_gbps >= 100 THEN 6 + FLOOR(random() * 10)
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ELSE 12 + FLOOR(random() * 12)
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END::INTEGER AS weeks_of_stock,
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CASE
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WHEN t.speed_gbps >= 400 THEN 'A'
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WHEN t.speed_gbps >= 100 THEN 'A'
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WHEN t.speed_gbps >= 25 THEN 'B'
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ELSE 'C'
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END AS abc_class,
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NOW() - (random() * INTERVAL '1 hour')
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WHEN t.speed_gbps >= 400 THEN 'SLOPE_OF_ENLIGHTENMENT'
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WHEN t.speed_gbps >= 100 THEN 'PLATEAU_OF_PRODUCTIVITY'
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WHEN t.speed_gbps >= 25 THEN 'PLATEAU_OF_PRODUCTIVITY'
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WHEN t.speed_gbps >= 10 THEN 'LEGACY_DECLINE'
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ELSE 'LEGACY_DECLINE'
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END,
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NOW() - (random() * INTERVAL '1 hour'),
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NOW() + INTERVAL '24 hours'
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FROM transceivers t
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WHERE NOT EXISTS (SELECT 1 FROM reorder_signals rs WHERE rs.transceiver_id = t.id)
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LIMIT 150
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ON CONFLICT DO NOTHING;
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-- ─────────────────────────────────────────────────────────────────────────────
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-- 3. Stock snapshots — simulate recent stock observations
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-- 3. Stock snapshots demo
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-- stock_snapshots: transceiver_id, vendor_id, stock_level, stock_quantity,
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-- incoming_quantity, incoming_eta, lead_time_days, moq, price_breaks,
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-- source_url, crawler_confidence, scraped_at
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-- ─────────────────────────────────────────────────────────────────────────────
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INSERT INTO stock_snapshots (
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transceiver_id, vendor_id, observed_at,
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stock_level, quantity_available, incoming_quantity,
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incoming_eta, lead_time_days, moq, price, currency, source_url
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transceiver_id, vendor_id,
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stock_level, stock_quantity, incoming_quantity, incoming_eta,
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lead_time_days, moq, source_url, crawler_confidence, scraped_at
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)
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SELECT
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t.id,
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v.id,
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NOW() - (random() * INTERVAL '6 hours'),
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CASE WHEN random() > 0.3 THEN 'in_stock'
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WHEN random() > 0.6 THEN 'low_stock'
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ELSE 'on_request' END,
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CASE
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WHEN random() > 0.6 THEN 'in_stock'
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WHEN random() > 0.3 THEN 'limited'
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ELSE 'unknown'
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END,
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CASE WHEN random() > 0.4 THEN FLOOR(10 + random() * 500)::INTEGER ELSE NULL END,
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CASE WHEN random() > 0.6 THEN FLOOR(50 + random() * 300)::INTEGER ELSE NULL END,
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CASE WHEN random() > 0.6 THEN NOW() + INTERVAL '2 weeks' + (random() * INTERVAL '4 weeks') ELSE NULL END,
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CASE WHEN random() > 0.6 THEN CURRENT_DATE + FLOOR(14 + random() * 28)::INTEGER ELSE NULL END,
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FLOOR(3 + random() * 14)::INTEGER,
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CASE WHEN t.speed_gbps >= 100 THEN 5 ELSE 1 END,
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CASE
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WHEN t.speed_gbps = 400 THEN 180 + random() * 200
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WHEN t.speed_gbps = 100 THEN 60 + random() * 100
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WHEN t.speed_gbps = 25 THEN 25 + random() * 40
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WHEN t.speed_gbps = 10 THEN 15 + random() * 25
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ELSE 5 + random() * 15
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END,
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CASE WHEN v.name ILIKE '%flexoptix%' THEN 'EUR'
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WHEN v.website_url ILIKE '%fs.com%' THEN 'USD'
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WHEN v.website_url ILIKE '%atgbics%' THEN 'GBP'
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ELSE 'USD' END,
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v.website_url
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v.website_url,
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ROUND((0.70 + random() * 0.28)::NUMERIC, 2),
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NOW() - (random() * INTERVAL '6 hours')
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FROM transceivers t
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CROSS JOIN (
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SELECT id, name, website_url FROM vendors
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@ -147,114 +132,135 @@ CROSS JOIN (
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WHERE NOT EXISTS (
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SELECT 1 FROM stock_snapshots ss
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WHERE ss.transceiver_id = t.id AND ss.vendor_id = v.id
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AND ss.observed_at > NOW() - INTERVAL '12 hours'
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AND ss.scraped_at > NOW() - INTERVAL '12 hours'
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)
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LIMIT 300
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ON CONFLICT DO NOTHING;
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-- ─────────────────────────────────────────────────────────────────────────────
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-- 4. Market intelligence — expand with current data points
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-- 4. Market intelligence — expand current data
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-- market_intelligence: intel_type, title, summary, relevance_score,
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-- technologies, buy_signal_implication, impact_horizon_months,
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-- source_url, source_name, published_at
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-- ─────────────────────────────────────────────────────────────────────────────
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INSERT INTO market_intelligence (
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source_name, source_url, title, description, category,
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impact_level, buy_signal_effect, confidence, published_date
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intel_type, title, summary, relevance_score,
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technologies, buy_signal_implication, impact_horizon_months,
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source_url, source_name, published_at
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) VALUES
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('LightReading',
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'https://www.lightreading.com/400g-zr-market-2026',
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'400G ZR+ Volume Shipments Accelerating in H1 2026',
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'Multiple sources confirm 400G ZR+ module shipments are ramping faster than expected. Coherent, Lumentum, and II-VI all report order increases >40% QoQ. Pricing dropped from €350 to €285 average since Jan 2026. Expect further 15-20% decline by Q3.',
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'market_trend', 'high', 'buy_now', 0.82, '2026-03-28'),
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('supply_chain',
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'400G ZR+ Volume Shipments Accelerating H1 2026',
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'Multiple sources confirm 400G ZR+ module shipments ramping >40% QoQ. Coherent, Lumentum, II-VI all report order surge. Pricing dropped from €350 to €285 average since Jan 2026. Further 15-20% decline expected by Q3.',
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0.88, ARRAY['400G','ZR+','QSFP-DD'], 'buy_now', 3,
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'https://www.lightreading.com/400g-zr-market-2026', 'LightReading',
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'2026-03-28 09:00:00+00'),
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('FierceTelecom',
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'https://www.fiercetelecom.com/networking/100g-dr4-price-war',
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'100G DR4 Price War: FS.com Drops to $49, Triggers Industry Response',
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'FS.com reduced 100G QSFP28 DR4 pricing to $49 (from $67) effective March 2026. 10Gtek and ATGBICS responded within 72 hours with matching prices. Flexoptix adjusted EU pricing to €52. This is a structural price reset — the floor is moving down.',
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'price_event', 'high', 'buy_now', 0.91, '2026-03-15'),
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('supply_chain',
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'100G DR4 Price War: FS.com Triggers Industry Reset to $49',
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'FS.com reduced 100G QSFP28 DR4 pricing to $49 (from $67) March 2026. 10Gtek and ATGBICS responded within 72h. Flexoptix adjusted to €52. Structural price reset — new floor establishing at $45-55.',
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0.95, ARRAY['100G','DR4','QSFP28'], 'buy_now', 2,
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'https://www.fiercetelecom.com/networking/100g-dr4-price-war', 'FierceTelecom',
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'2026-03-15 14:00:00+00'),
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('Farnell',
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'https://farnell.com/lead-times-q2-2026',
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'QSFP28 100G SR4 Lead Times Extended — Factory Allocation Issues',
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'Farnell reports QSFP28-100G-SR4 lead times extended to 12-16 weeks from InnoLight and Lumentum factories due to component shortages. Spot market prices €15-20 above list. Recommendation: pre-order Q2/Q3 requirements now.',
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'supply_chain', 'high', 'buy_now', 0.87, '2026-03-22'),
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('distributor_lead_time',
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'QSFP28 100G SR4 Lead Times Extended to 12-16 Weeks — InnoLight Allocation',
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'Farnell reports QSFP28-100G-SR4 lead times extended 12-16 weeks due to component shortages at InnoLight and Lumentum. Spot market prices €15-20 above list. Pre-order Q2/Q3 requirements now.',
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0.91, ARRAY['100G','SR4','QSFP28'], 'buy_now', 3,
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'https://farnell.com/lead-times-q2-2026', 'Farnell',
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'2026-03-22 10:00:00+00'),
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('IEEE 802.3',
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'https://www.ieee802.org/3/df/index.html',
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'IEEE 802.3df 200G/400G/800G PAM4 Standard — Vote Expected Q2 2026',
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'IEEE 802.3 Task Force 802.3df targeting 200G-per-lane PAM4 standard ballot for Q2 2026. Expected to enable 800G single-mode modules at sub-€300 by 2027. Impacts current 400G DR4/FR4 pricing trajectory — may accelerate decline.',
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'standards', 'medium', 'monitor', 0.78, '2026-03-10'),
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('standard_draft',
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'IEEE 802.3df 200G/400G/800G PAM4 — Ballot Q2 2026',
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'IEEE 802.3 Task Force 802.3df targeting 200G-per-lane PAM4 standard ballot Q2 2026. Enables 800G single-mode modules at sub-€300 by 2027. Will accelerate 400G DR4/FR4 price decline.',
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0.82, ARRAY['800G','400G','PAM4','OSFP'], 'monitor', 9,
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'https://www.ieee802.org/3/df/index.html', 'IEEE 802.3',
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'2026-03-10 08:00:00+00'),
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('Mouser Electronics',
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'https://mouser.com/optics-availability-q1-2026',
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'SFP28 25G Short-Run Availability Improving — Lead Times Down to 2-4 Weeks',
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'Mouser reports SFP28 25G SR/LR availability improving significantly in Q1 2026. Lead times for generic-compatible SFP28 dropped from 8-10 weeks to 2-4 weeks. Pricing flat to -5% YoY. Market entering plateau phase.',
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'supply_chain', 'low', 'monitor', 0.84, '2026-03-18'),
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('distributor_lead_time',
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'SFP28 25G Short-Run Availability Improving — Lead Times 2-4 Weeks',
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'Mouser reports SFP28 25G SR/LR availability improving significantly Q1 2026. Lead times for generic-compatible SFP28 dropped from 8-10 weeks to 2-4 weeks. Pricing flat to -5% YoY.',
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0.79, ARRAY['25G','SFP28','SR','LR'], 'monitor', 1,
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'https://mouser.com/optics-availability-q1-2026', 'Mouser Electronics',
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'2026-03-18 11:00:00+00'),
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('Arista Community',
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'https://eos.arista.com/800g-announcement',
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'Arista Announces 800G OSFP Platform — Delivery Q3 2026',
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'Arista Networks confirmed 7800R3-48CQFM-LC supporting 800G OSFP modules, targeting Q3 2026 availability. First enterprise switching platform with native 800G. Implications: 400G prices will accelerate decline in H2 2026 as 800G creates pull-through demand.',
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'new_product', 'high', 'buy_now', 0.88, '2026-03-05'),
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('trade_show',
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'Arista 800G OSFP Platform Confirmed — Q3 2026 Delivery',
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'Arista Networks confirmed 7800R3-48CQFM-LC supporting 800G OSFP modules, Q3 2026. First enterprise switching platform with native 800G. 400G prices will accelerate decline in H2 2026 as 800G creates pull-through demand.',
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0.90, ARRAY['800G','OSFP','400G','Arista'], 'buy_now', 6,
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'https://eos.arista.com/800g-announcement', 'Arista Community',
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'2026-03-05 09:00:00+00'),
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|
||||
('EU TED',
|
||||
'https://ted.europa.eu/search?q=optical+transceiver',
|
||||
'EU Public Procurement: Deutsche Bahn €3.8M Optical Transceiver Tender',
|
||||
'Deutsche Bahn AG issued tender for 40,000+ QSFP28 100G LR4 and SFP28 25G SR4 modules for ETCS signalling upgrades. Contract value €3.8M over 3 years. Delivery from Q4 2026. Represents significant European demand signal for 100G multimode.',
|
||||
'market_event', 'medium', 'buy_now', 0.75, '2026-03-30'),
|
||||
('tender',
|
||||
'EU TED: Deutsche Bahn €3.8M Optical Transceiver Tender Q4 2026',
|
||||
'Deutsche Bahn AG tender for 40,000+ QSFP28 100G LR4 and SFP28 25G SR4 for ETCS signalling upgrades. Contract value €3.8M over 3 years. Delivery from Q4 2026. Strong European demand signal.',
|
||||
0.76, ARRAY['100G','LR4','25G','SR4'], 'buy_now', 6,
|
||||
'https://ted.europa.eu/search?q=optical+transceiver', 'EU TED',
|
||||
'2026-03-30 16:00:00+00'),
|
||||
|
||||
('Reddit r/networking',
|
||||
'https://www.reddit.com/r/networking/osfp_800g_interop',
|
||||
'800G OSFP Interoperability: Early Adopter Field Reports Mixed',
|
||||
'Community thread: early 800G OSFP deployments showing inconsistent interoperability between Coherent and Lumentum modules on Arista 7800. DOM reporting incomplete on some FW versions. Not production-ready for mixed-vendor environments yet. Wait for EOS 4.32+.',
|
||||
'interop', 'medium', 'hold', 0.72, '2026-03-25'),
|
||||
|
||||
('LightCounting Market Research',
|
||||
'https://lightcounting.com/q1-2026-market-report',
|
||||
'Transceiver Market Q1 2026: $1.4B Quarterly Revenue, Up 28% YoY',
|
||||
'LightCounting Q1 2026 report shows transceiver market at $1.4B, up 28% YoY driven by hyperscaler AI cluster buildouts. 400G QSFP-DD now 38% of revenue. 100G declining share but volume stable. 800G <1% today. Flexoptix-addressable market (compatible segment) ~12% of total.',
|
||||
'market_trend', 'high', 'buy_now', 0.90, '2026-04-01')
|
||||
('capex_cycle',
|
||||
'Transceiver Market Q1 2026: $1.4B Revenue, Up 28% YoY — AI Clusters Drive Growth',
|
||||
'LightCounting Q1 2026: transceiver market $1.4B, up 28% YoY driven by hyperscaler AI buildouts. 400G QSFP-DD now 38% of revenue. 100G declining share but stable volume. 800G <1% today. Flexoptix-addressable segment ~12% of total.',
|
||||
0.93, ARRAY['400G','QSFP-DD','100G','800G'], 'buy_now', 3,
|
||||
'https://lightcounting.com/q1-2026-market-report', 'LightCounting Market Research',
|
||||
'2026-04-01 08:00:00+00')
|
||||
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- ─────────────────────────────────────────────────────────────────────────────
|
||||
-- 5. Product lifecycle events — more entries
|
||||
-- 5. Product lifecycle events — additional entries
|
||||
-- product_lifecycle_events: event_type, title, description, technology,
|
||||
-- effective_date, source_url, source_name, impact_level, buy_signal
|
||||
-- ─────────────────────────────────────────────────────────────────────────────
|
||||
INSERT INTO product_lifecycle_events (
|
||||
product_name, speed_gbps, form_factor, event_type,
|
||||
event_date, source_url, notes, impact_level
|
||||
event_type, title, description, technology,
|
||||
effective_date, source_url, source_name, impact_level, buy_signal
|
||||
) VALUES
|
||||
('QSFP28 100G LR4', 100, 'QSFP28', 'new_standard',
|
||||
'2025-12-01', 'https://ieee802.org/3/bs/',
|
||||
'IEEE 802.3bs 400GbE ratified, making 100G LR4 the established enterprise standard for 10km+ runs. Full ecosystem maturity.',
|
||||
'medium'),
|
||||
('SFP-10G-SR', 10, 'SFP+', 'eol_announced',
|
||||
'2026-09-30', 'https://www.cisco.com/c/en/us/products/eol.html',
|
||||
'Cisco SFP-10G-SR EOL 2026-09-30 (LDOS 2031-09-30). Volume declining. Compatible alternatives available at 60% lower price.',
|
||||
'medium'),
|
||||
('QSFP-DD 400G ZR', 400, 'QSFP-DD', 'new_standard',
|
||||
'2022-06-15', 'https://400zr.net/',
|
||||
'OIF 400ZR standard ratified. First coherent pluggable standard. Major ecosystem enabler — now fully supported by Cisco, Arista, Juniper, Nokia.',
|
||||
'high'),
|
||||
('OSFP 800G', 800, 'OSFP', 'in_development',
|
||||
'2026-03-01', 'https://opensystemsintegration.com/800G-MSA',
|
||||
'800G OSFP MSA draft v2.0 published. Sampling from Coherent and Lumentum. General availability expected Q3-Q4 2026.',
|
||||
'high'),
|
||||
('SFP28 25G SR4', 25, 'SFP28', 'price_floor',
|
||||
'2026-01-15', 'https://fs.com/25g-sfp28-market',
|
||||
'25G SR4 market reached price floor at ~$8-12 (generic compatible). No further significant price decline expected. Stable supply from multiple Chinese manufacturers.',
|
||||
'low'),
|
||||
('QSFP28 100G DR4', 100, 'QSFP28', 'price_drop',
|
||||
'2026-03-15', 'https://www.fiercetelecom.com/networking/100g-dr4-price-war',
|
||||
'FS.com price drop to $49 triggered industry-wide 100G DR4 repricing. New price floor establishing at $45-55 range.',
|
||||
'high')
|
||||
('standard_ratified', 'QSFP28 100G LR4 — IEEE 802.3bs Mature Standard',
|
||||
'IEEE 802.3bs 400GbE fully ratified. 100G LR4 is now the established enterprise standard for 10km+ datacenter interconnect. Full multi-vendor ecosystem, price floor establishing.',
|
||||
'100G LR4', '2025-12-01',
|
||||
'https://ieee802.org/3/bs/', 'IEEE 802.3', 'medium', 'buy_now'),
|
||||
|
||||
('eol_announced', 'Cisco SFP-10G-SR EOL Announced — Sep 2026',
|
||||
'Cisco SFP-10G-SR EOL 2026-09-30. Last day of support 2031-09-30. Volume declining rapidly. Generic compatible alternatives at 60% lower cost readily available.',
|
||||
'10G SR', '2026-09-30',
|
||||
'https://www.cisco.com/c/en/us/products/eol.html', 'Cisco', 'medium', 'hold'),
|
||||
|
||||
('standard_ratified', '400ZR OIF Standard Ratified — Coherent Pluggable Era',
|
||||
'OIF 400ZR standard fully ratified and deployed at scale. Now supported by Cisco, Arista, Juniper, Nokia. Pricing dropped 45% from initial release. Market entering slope of enlightenment.',
|
||||
'400G ZR', '2022-06-15',
|
||||
'https://400zr.net/', 'OIF', 'high', 'buy_now'),
|
||||
|
||||
('standard_draft', '800G OSFP MSA Draft v2.0 Published',
|
||||
'800G OSFP MSA draft v2.0 published. Sampling from Coherent and Lumentum expected Q2 2026. General availability Q3-Q4 2026. Will displace 400G QSFP-DD in hyperscale builds from 2027.',
|
||||
'800G OSFP', '2026-03-01',
|
||||
'https://opensystemsintegration.com/800G-MSA', 'OSFP MSA', 'high', 'monitor'),
|
||||
|
||||
('price_floor', 'SFP28 25G SR4 — Price Floor Reached at €8-12',
|
||||
'25G SR4 market reached structural price floor ~€8-12 (generic compatible). Multiple Chinese manufacturers (InnoLight, Eoptolink) in volume production. No further significant decline expected.',
|
||||
'25G SFP28', '2026-01-15',
|
||||
'https://fs.com/25g-sfp28-market', 'FS.com', 'low', 'buy_now'),
|
||||
|
||||
('supply_chain', '100G DR4 Price Reset — New Floor Establishing at $45-55',
|
||||
'FS.com price drop to $49 triggered industry-wide 100G DR4 repricing March 2026. New competitive floor at $45-55 range. Flexoptix EUR equivalent €44-52. Optimal buy window now open.',
|
||||
'100G DR4', '2026-03-15',
|
||||
'https://www.fiercetelecom.com/networking/100g-dr4-price-war', 'FierceTelecom', 'high', 'buy_now')
|
||||
|
||||
ON CONFLICT DO NOTHING;
|
||||
|
||||
-- ─────────────────────────────────────────────────────────────────────────────
|
||||
-- 6. Update known issues count on transceivers (computed field)
|
||||
-- 6. Update computed count fields
|
||||
-- ─────────────────────────────────────────────────────────────────────────────
|
||||
UPDATE transceivers t SET known_issues_count = (
|
||||
SELECT COUNT(*) FROM product_issues pi WHERE pi.transceiver_id = t.id
|
||||
);
|
||||
|
||||
UPDATE transceivers t SET documents_count = (
|
||||
SELECT COUNT(*) FROM product_documents pd WHERE pd.transceiver_id = t.id
|
||||
);
|
||||
|
||||
-- Summary
|
||||
SELECT
|
||||
(SELECT COUNT(*) FROM abc_classification) AS abc_entries,
|
||||
(SELECT COUNT(*) FROM reorder_signals) AS reorder_signals,
|
||||
(SELECT COUNT(*) FROM stock_snapshots) AS stock_snapshots,
|
||||
(SELECT COUNT(*) FROM market_intelligence) AS market_intel,
|
||||
(SELECT COUNT(*) FROM product_lifecycle_events) AS lifecycle_events;
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user