From 692ec07dca9aa805aa3714aa148bb5e6739fca0a Mon Sep 17 00:00:00 2001
From: wangzhenjia <wangzhenjia@ehz.cn>
Date: Sun, 20 Sep 2026 11:44:12 +0800
Subject: [PATCH] =?UTF-8?q?fix(screening):=20=E6=9C=80=E6=96=B0=E6=9C=9F?=
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财务指标按最新期间优先（values[0]）读取，但当该期间没有可用数值时，
latestAccountValue 会回退到数组最后一个元素，也就是最旧期间，
把多年前的 ROE / 毛利率当作"最新"参与 high-roe、quality-growth 评选。

现在改为取最新一个真正有数值的期间（find 第一个有效 value），既保留
"最新已披露数值"的语义，也绝不会跳到最旧期间。extractFinancialMetrics
的 ROE / 毛利率 / 净利率与依赖它们的策略同时修正。

新增回归测试：最新期间只有 yoy、无数值时，ROE 取次新期间 12 而不是
最旧期间 30；修复前该测试失败。revenueGrowth 的 yoy 计算路径不变。
---
 .../shared/src/screening/strategies.test.ts   | 22 +++++++++++++++++++
 packages/shared/src/screening/strategies.ts   |  5 ++++-
 2 files changed, 26 insertions(+), 1 deletion(-)

diff --git a/packages/shared/src/screening/strategies.test.ts b/packages/shared/src/screening/strategies.test.ts
index 6f0c0c1f..07acfabb 100644
--- a/packages/shared/src/screening/strategies.test.ts
+++ b/packages/shared/src/screening/strategies.test.ts
@@ -256,6 +256,28 @@ describe('fundamental rules', () => {
     expect(metrics.revenueGrowth).toBe(12)
   })
 
+  it('never reads the oldest period when the newest one carries no number', () => {
+    // Longbridge-style multi-period account, newest first. The newest period
+    // ships only a yoy (value unknown to the provider), so the latest usable
+    // number is Q4 2026 = 12 — the oldest 30 must never be reported as latest.
+    const report = financialReport({})
+    report.statements.IS!.indicators[0].accounts = [
+      {
+        field: 'ROE',
+        name: 'ROE',
+        values: [
+          { fpEnd: NOW_SECONDS - 86_400, period: 'Q1 2027', year: 2027, value: Number.NaN, yoy: '20' },
+          { fpEnd: NOW_SECONDS - 90 * 86_400, period: 'Q4 2026', year: 2026, value: 12 },
+          { fpEnd: NOW_SECONDS - 180 * 86_400, period: 'Q3 2026', year: 2026, value: 30 },
+        ],
+      },
+    ]
+    const metrics = extractFinancialMetrics(makeContext({ financials: report }).data)
+    expect(metrics.roe).toBe(12)
+    // 12% is below the bar; the stale 30% must not produce a candidate.
+    expect(getScreeningStrategy('high-roe')!.compute(makeContext({ financials: report }))).toBeNull()
+  })
+
   it('high-dividend requires yield above the bar and cites payment history', () => {
     const rule = getScreeningStrategy('high-dividend')!
     const result = rule.compute(
diff --git a/packages/shared/src/screening/strategies.ts b/packages/shared/src/screening/strategies.ts
index 189030d5..dd4578a3 100644
--- a/packages/shared/src/screening/strategies.ts
+++ b/packages/shared/src/screening/strategies.ts
@@ -184,7 +184,10 @@ function statementAccounts(report: FinancialReport | undefined, kind: 'IS' | 'BS
 function latestAccountValue(accounts: ReportAccount[], field: string): number | undefined {
   const account = accounts.find((entry) => entry.field === field)
   if (!account) return undefined
-  return account.values[0]?.value ?? account.values[account.values.length - 1]?.value
+  // Values are newest-first: the latest *reported* number is the first one with
+  // a usable value. Never fall back to the array tail — that is the oldest
+  // period and would report stale financials as the latest figures.
+  return account.values.find((entry) => entry.value !== undefined)?.value
 }
 
 function latestAccountYoy(accounts: ReportAccount[], field: string): number | undefined {