-- Migration 021: Procurement Intelligence Demo Data -- Seeds realistic procurement signals, ABC classes, stock observations -- so the dashboard tab shows meaningful data immediately -- ───────────────────────────────────────────────────────────────────────────── -- 1. ABC Classification demo entries (top transceiver SKUs) -- ───────────────────────────────────────────────────────────────────────────── INSERT INTO abc_classification (transceiver_id, abc_class, score, obs_90d, compat_count, vendor_count, classified_at) SELECT t.id, CASE WHEN t.speed_gbps >= 400 AND t.form_factor IN ('QSFP-DD', 'OSFP') THEN 'A' WHEN t.speed_gbps >= 100 AND t.form_factor IN ('QSFP28', 'QSFP+') THEN 'A' WHEN t.speed_gbps = 25 AND t.form_factor = 'SFP28' THEN 'B' WHEN t.speed_gbps = 10 AND t.form_factor IN ('SFP+', 'SFP') THEN 'B' WHEN t.speed_gbps = 1 THEN 'C' ELSE 'C' END AS abc_class, CASE WHEN t.speed_gbps >= 400 THEN 0.85 + random() * 0.14 WHEN t.speed_gbps >= 100 THEN 0.65 + random() * 0.20 WHEN t.speed_gbps >= 25 THEN 0.40 + random() * 0.25 WHEN t.speed_gbps >= 10 THEN 0.20 + random() * 0.20 ELSE 0.05 + random() * 0.15 END AS score, FLOOR(10 + random() * 90)::INTEGER AS obs_90d, FLOOR(5 + random() * 50)::INTEGER AS compat_count, FLOOR(1 + random() * 8)::INTEGER AS vendor_count, NOW() - (random() * INTERVAL '2 hours') FROM transceivers t WHERE NOT EXISTS (SELECT 1 FROM abc_classification abc WHERE abc.transceiver_id = t.id) LIMIT 200 ON CONFLICT DO NOTHING; -- ───────────────────────────────────────────────────────────────────────────── -- 2. Reorder signals demo (key technologies) -- ───────────────────────────────────────────────────────────────────────────── INSERT INTO reorder_signals ( transceiver_id, signal, signal_strength, reasons, current_asp_eur, price_trend_30d, lead_time_days, weeks_of_stock, abc_class, computed_at ) SELECT t.id, CASE WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD' THEN 'buy_now' WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%DR%' THEN 'buy_now' WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%ZR%' THEN 'wait' WHEN t.speed_gbps = 400 AND t.reach_label LIKE '%ZR%' THEN 'wait' WHEN t.speed_gbps = 25 THEN 'monitor' WHEN t.speed_gbps = 10 AND t.reach_label LIKE '%LR%' THEN 'hold' ELSE 'monitor' END AS signal, CASE WHEN t.speed_gbps >= 400 THEN 0.75 + random() * 0.22 WHEN t.speed_gbps >= 100 THEN 0.55 + random() * 0.30 ELSE 0.30 + random() * 0.40 END AS signal_strength, CASE WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD' THEN '["Price near 12-month low","Adoption entering slope of enlightenment","Lead times stable at 8-12 weeks","Hyperscaler demand confirmed (AWS $105B CapEx 2026)"]'::jsonb WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%DR%' THEN '["DR4 pricing dropped 18% in Q1 2026","High switch compat (400+ switches)","FS.com and 10Gtek stock in","Strong Flexoptix catalog coverage"]'::jsonb WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%ZR%' THEN '["ZR+ standard still finalizing","Coherent lead times 16-20 weeks","Price expected -25% by Q3 2026","Wait for IEEE 802.3df ratification"]'::jsonb WHEN t.speed_gbps = 400 AND t.reach_label LIKE '%ZR%' THEN '["400ZR recently ratified","Market still volatile","Multiple vendors entering","Price floor not yet established"]'::jsonb WHEN t.speed_gbps = 25 THEN '["SFP28 market mature","Price stable","Monitor for next refresh cycle","No urgent action required"]'::jsonb ELSE '["Stable pricing","No lifecycle event triggered","Normal replenishment timing"]'::jsonb END AS reasons, CASE WHEN t.speed_gbps = 400 THEN 180 + random() * 120 WHEN t.speed_gbps = 100 THEN 65 + random() * 80 WHEN t.speed_gbps = 25 THEN 35 + random() * 30 WHEN t.speed_gbps = 10 THEN 22 + random() * 20 ELSE 8 + random() * 15 END AS current_asp_eur, CASE WHEN t.speed_gbps >= 400 AND t.form_factor = 'QSFP-DD' THEN -0.08 - random() * 0.05 WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%DR%' THEN -0.12 - random() * 0.06 WHEN t.speed_gbps = 100 AND t.reach_label LIKE '%ZR%' THEN -0.18 - random() * 0.07 WHEN t.speed_gbps = 25 THEN -0.03 - random() * 0.04 WHEN t.speed_gbps = 10 THEN -0.02 - random() * 0.02 ELSE 0.01 - random() * 0.05 END AS price_trend_30d, CASE WHEN t.speed_gbps >= 400 THEN 8 + FLOOR(random() * 8) WHEN t.speed_gbps >= 100 THEN 4 + FLOOR(random() * 6) ELSE 2 + FLOOR(random() * 4) END::INTEGER AS lead_time_days, CASE WHEN t.speed_gbps >= 400 THEN 4 + FLOOR(random() * 8) WHEN t.speed_gbps >= 100 THEN 6 + FLOOR(random() * 10) ELSE 12 + FLOOR(random() * 12) END::INTEGER AS weeks_of_stock, CASE WHEN t.speed_gbps >= 400 THEN 'A' WHEN t.speed_gbps >= 100 THEN 'A' WHEN t.speed_gbps >= 25 THEN 'B' ELSE 'C' END AS abc_class, NOW() - (random() * INTERVAL '1 hour') FROM transceivers t WHERE NOT EXISTS (SELECT 1 FROM reorder_signals rs WHERE rs.transceiver_id = t.id) LIMIT 150 ON CONFLICT DO NOTHING; -- ───────────────────────────────────────────────────────────────────────────── -- 3. Stock snapshots — simulate recent stock observations -- ───────────────────────────────────────────────────────────────────────────── INSERT INTO stock_snapshots ( transceiver_id, vendor_id, observed_at, stock_level, quantity_available, incoming_quantity, incoming_eta, lead_time_days, moq, price, currency, source_url ) SELECT t.id, v.id, NOW() - (random() * INTERVAL '6 hours'), CASE WHEN random() > 0.3 THEN 'in_stock' WHEN random() > 0.6 THEN 'low_stock' ELSE 'on_request' END, CASE WHEN random() > 0.4 THEN FLOOR(10 + random() * 500)::INTEGER ELSE NULL END, CASE WHEN random() > 0.6 THEN FLOOR(50 + random() * 300)::INTEGER ELSE NULL END, CASE WHEN random() > 0.6 THEN NOW() + INTERVAL '2 weeks' + (random() * INTERVAL '4 weeks') ELSE NULL END, FLOOR(3 + random() * 14)::INTEGER, CASE WHEN t.speed_gbps >= 100 THEN 5 ELSE 1 END, CASE WHEN t.speed_gbps = 400 THEN 180 + random() * 200 WHEN t.speed_gbps = 100 THEN 60 + random() * 100 WHEN t.speed_gbps = 25 THEN 25 + random() * 40 WHEN t.speed_gbps = 10 THEN 15 + random() * 25 ELSE 5 + random() * 15 END, CASE WHEN v.name ILIKE '%flexoptix%' THEN 'EUR' WHEN v.website_url ILIKE '%fs.com%' THEN 'USD' WHEN v.website_url ILIKE '%atgbics%' THEN 'GBP' ELSE 'USD' END, v.website_url FROM transceivers t CROSS JOIN ( SELECT id, name, website_url FROM vendors WHERE slug IN ('flexoptix', 'fs-com', 'atgbics', '10gtek', 'optcore') LIMIT 3 ) v WHERE NOT EXISTS ( SELECT 1 FROM stock_snapshots ss WHERE ss.transceiver_id = t.id AND ss.vendor_id = v.id AND ss.observed_at > NOW() - INTERVAL '12 hours' ) LIMIT 300 ON CONFLICT DO NOTHING; -- ───────────────────────────────────────────────────────────────────────────── -- 4. Market intelligence — expand with current data points -- ───────────────────────────────────────────────────────────────────────────── INSERT INTO market_intelligence ( source_name, source_url, title, description, category, impact_level, buy_signal_effect, confidence, published_date ) VALUES ('LightReading', 'https://www.lightreading.com/400g-zr-market-2026', '400G ZR+ Volume Shipments Accelerating in H1 2026', '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.', 'market_trend', 'high', 'buy_now', 0.82, '2026-03-28'), ('FierceTelecom', 'https://www.fiercetelecom.com/networking/100g-dr4-price-war', '100G DR4 Price War: FS.com Drops to $49, Triggers Industry Response', '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.', 'price_event', 'high', 'buy_now', 0.91, '2026-03-15'), ('Farnell', 'https://farnell.com/lead-times-q2-2026', 'QSFP28 100G SR4 Lead Times Extended — Factory Allocation Issues', '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.', 'supply_chain', 'high', 'buy_now', 0.87, '2026-03-22'), ('IEEE 802.3', 'https://www.ieee802.org/3/df/index.html', 'IEEE 802.3df 200G/400G/800G PAM4 Standard — Vote Expected Q2 2026', 'IEEE 802.3 Task Force 802.3df targeting 200G-per-lane PAM4 standard ballot 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.', 'standards', 'medium', 'monitor', 0.78, '2026-03-10'), ('Mouser Electronics', 'https://mouser.com/optics-availability-q1-2026', 'SFP28 25G Short-Run Availability Improving — Lead Times Down to 2-4 Weeks', '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.', 'supply_chain', 'low', 'monitor', 0.84, '2026-03-18'), ('Arista Community', 'https://eos.arista.com/800g-announcement', 'Arista Announces 800G OSFP Platform — Delivery Q3 2026', '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.', 'new_product', 'high', 'buy_now', 0.88, '2026-03-05'), ('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'), ('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') ON CONFLICT DO NOTHING; -- ───────────────────────────────────────────────────────────────────────────── -- 5. Product lifecycle events — more entries -- ───────────────────────────────────────────────────────────────────────────── INSERT INTO product_lifecycle_events ( product_name, speed_gbps, form_factor, event_type, event_date, source_url, notes, impact_level ) 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') ON CONFLICT DO NOTHING; -- ───────────────────────────────────────────────────────────────────────────── -- 6. Update known issues count on transceivers (computed field) -- ───────────────────────────────────────────────────────────────────────────── 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 );