fix(stake,treasury): one definition per number across both pages

Three places where the same question got two answers.

Orbit nodes printed vault-only TVL while the headline above them added
Morpheus stakes on top. A rider backed purely through Morpheus therefore
rendered unlit with no figure — Will had $31 behind him and an empty node —
the per-node values could not be summed to the headline, and zooming into
that rider listed the backers the overview had just denied. The mobile
BackerList dropped him entirely on the same `total > 0` test. `OrbitAthlete`
now carries `vaultTvl` and `morUsd`, with `total` their sum.

The treasury's Sponsorship yield re-derived the DAO's take as the vault fee
alone, so it read $0.0024 against /stake's $0.0112 with nothing marking one
as a subset. It now prints the graph's own `treasuryUsd` — the identical
field /stake shows — and names both halves under it. The per-rider table
stays vault-only, since the fee is the only part attributable per rider.

Warehouse credits were classified from the withdrawal's own receipt, and a
bare withdraw() of balance credited earlier carries no split event, so four
Morpheus payouts sat under the generic "Splits" tag. The credit that funded
them does name its split, and the amounts match exactly, so an amount-matched
scan of the treasury's ledger credits recovers all four. The Subnet Earnings
KPI now runs the same classifier as the tile below it rather than a second
copy of the old rule.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

Author: sktbrd

messages/en/treasury.json

@@ -103,15 +103,17 @@
   },
   "sponsorship": {
     "title": "Sponsorship yield",
-    "desc": "Treasury's share of the yield accrued in the rider vaults. Depositors keep their principal — only the yield is split.",
+    "desc": "Everything the riders earn the treasury: the vaults’ performance fee plus MOR from the Morpheus stake. Depositors keep their principal — only the yield is split.",
     "colRider": "Rider",
     "colTvl": "Vault TVL",
-    "colYield": "Yield",
+    "colYield": "Vault yield",
     "totalTvl": "Total vault TVL",
     "openTitle": "Anyone can do this now",
     "openDesc": "Distributing the split and pushing the balance to the treasury are both permissionless — no vote needed. Any wallet can trigger them.",
     "govDesc": "Only converting those shares to USDC needs a proposal: the treasury is a timelock, and ERC-4626 lets nobody else redeem on its behalf.",
     "govCta": "Start redeem proposal",
-    "accrualNote": "Fees materialize when someone interacts with a vault, not continuously — the figures can sit still for weeks, then jump all at once. An older small vault can carry more accrued fee than a big recent one."
+    "accrualNote": "Fees materialize when someone interacts with a vault, not continuously — the figures can sit still for weeks, then jump all at once. An older small vault can carry more accrued fee than a big recent one.",
+    "fromVaults": "Vault fee",
+    "fromMor": "MOR rewards"
   }
 }

messages/pt-br/treasury.json

@@ -103,15 +103,17 @@
   },
   "sponsorship": {
     "title": "Rendimento de patrocínio",
-    "desc": "Parte do tesouro no rendimento acumulado nos vaults dos riders. Quem deposita mantém o principal — só o rendimento é dividido.",
+    "desc": "Tudo que os riders rendem pro tesouro: a taxa de performance dos vaults mais o MOR do stake na Morpheus. Quem deposita mantém o principal — só o rendimento é dividido.",
     "colRider": "Rider",
     "colTvl": "TVL do vault",
-    "colYield": "Rendimento",
+    "colYield": "Rendimento do vault",
     "totalTvl": "TVL total dos vaults",
     "openTitle": "Qualquer um pode fazer agora",
     "openDesc": "Distribuir o split e empurrar o saldo pro tesouro são os dois permissionless — não precisa de votação. Qualquer carteira dispara.",
     "govDesc": "Só converter essas shares em USDC exige proposta: o tesouro é um timelock, e o ERC-4626 não deixa mais ninguém resgatar no lugar dele.",
     "govCta": "Abrir proposta de resgate",
-    "accrualNote": "O rendimento materializa quando alguém interage com o vault, não de forma contínua — os números podem ficar parados por semanas e pular de uma vez. Um vault pequeno e antigo pode acumular mais que um grande e recente."
+    "accrualNote": "O rendimento materializa quando alguém interage com o vault, não de forma contínua — os números podem ficar parados por semanas e pular de uma vez. Um vault pequeno e antigo pode acumular mais que um grande e recente.",
+    "fromVaults": "Taxa dos vaults",
+    "fromMor": "Recompensas MOR"
   }
 }

src/components/treasury/SponsorshipYield.tsx

@@ -26,6 +26,14 @@
 // TVL and accrued yield both come from the shared stake graph rather than
 // bespoke RPC reads, so this card and /stake can never disagree about a rider's
 // numbers.
+//
+// The headline is the graph's `treasuryUsd` — the SAME field /stake prints as
+// "earned for the treasury" — because these two pages answering "what did the
+// riders earn the DAO" with different numbers is precisely the drift this card
+// was supposed to have ruled out. What it earns splits two ways, so both are
+// named under it: the Morpho vaults' performance fee, and MOR from the Morpheus
+// stake. The per-rider table below stays vault-only, since the fee is the only
+// part attributable per rider.
 import { useLocale, useTranslations } from "next-intl";
 import Image from "next/image";
 import Link from "next/link";
@@ -87,15 +95,25 @@ export function SponsorshipYield({ brlRate = null }: { brlRate?: number | null }
     return {
       id: r.id,
       split: r.split,
-      // The split holds the whole fee; the treasury's half is what this card is about.
+      // The split holds the whole fee; the treasury's half is what this column is about.
       yieldUsd: a ? a.feeAccrued / 2 : null,
-      tvl: a ? a.total : null,
+      // `vaultTvl`, NOT `total`: the performance fee accrues on the Morpho
+      // balance alone, so pairing the yield with a MOR-inclusive figure would
+      // invite reading a return rate off two unrelated numbers.
+      tvl: a ? a.vaultTvl : null,
     };
   });
 
-  const treasuryShare = rows.reduce((s, r) => s + (r.yieldUsd ?? 0), 0);
-  // One source of truth: `total` is the vault's own `totalAssets()`, the same
-  // read the stake orbit sums. No second TVL field to drift out of step.
+  // The headline is the graph's own `treasuryUsd` — the identical field /stake
+  // prints as "earned for the treasury". It used to be re-derived here as the
+  // vault fee alone, so the same question got two different answers on two
+  // pages ($0.0024 here against $0.0112 there) with nothing saying one was a
+  // subset of the other. The components are named underneath it instead.
+  const treasuryTotal = graph?.treasuryUsd ?? 0;
+  const vaultShare = graph?.gnarsAccrued ?? 0;
+  const morShare = graph?.gnarsMorUsd ?? 0;
+  // One source of truth: `vaultTvl` is each vault's own `totalAssets()`,
+  // straight off the shared graph — no second TVL field to drift.
   const totalTvl = rows.reduce((s, r) => s + (r.tvl ?? 0), 0);
   const claimable = rows.filter((r) => r.split && (r.yieldUsd ?? 0) > 0);
 
@@ -110,9 +128,22 @@ export function SponsorshipYield({ brlRate = null }: { brlRate?: number | null }
       <CardContent className="space-y-4">
         <div>
           <p className="font-mono text-2xl font-bold tabular-nums">
-            {graph ? usd(treasuryShare) : "—"}
+            {graph ? usd(treasuryTotal) : "—"}
           </p>
-          <p className="mt-1 text-xs text-muted-foreground">{t("desc")}</p>
+          {/* Both halves, always — including a zero one. "Vault fee $0" is what
+              tells a reader the headline is not the vault fee, which is the
+              confusion this card started from. */}
+          <dl className="mt-1.5 flex flex-wrap gap-x-4 gap-y-0.5 text-[11px] text-muted-foreground">
+            <div className="flex items-baseline gap-1.5">
+              <dt>{t("fromVaults")}</dt>
+              <dd className="font-mono tabular-nums">{graph ? usd(vaultShare) : "—"}</dd>
+            </div>
+            <div className="flex items-baseline gap-1.5">
+              <dt>{t("fromMor")}</dt>
+              <dd className="font-mono tabular-nums">{graph ? usd(morShare) : "—"}</dd>
+            </div>
+          </dl>
+          <p className="mt-1.5 text-xs text-muted-foreground">{t("desc")}</p>
           {/* The accrual mechanism, stated because the raw numbers look wrong
               without it: Morpho VaultV2 mints the fee on vault INTERACTIONS,
               not continuously. Yan's figure once jumped 66x in a day (a
@@ -175,8 +206,8 @@ export function SponsorshipYield({ brlRate = null }: { brlRate?: number | null }
           </ul>
         </div>
 
-        {/* One source of truth: `total` is each vault's own `totalAssets()`, the
-            same read the stake orbit sums — no second TVL field to drift. */}
+        {/* Deliberately NOT the orbit node's figure, which also carries the
+            rider's MOR stake and would not belong under a fee-earning column. */}
         <div className="flex items-baseline justify-between gap-2.5 border-t border-border pt-3">
           <span className="text-xs text-muted-foreground">{t("totalTvl")}</span>
           <span className="font-mono text-sm font-semibold tabular-nums">

src/services/stake-graph.ts

@@ -44,8 +44,8 @@ import {
   MOR_TOKEN,
   MORPHEUS_POOLS,
 } from "@/lib/morpheus";
-import { getEthUsd, getTokenPriceUsd, type UsdPrice } from "@/services/prices";
 import { blockscoutGet } from "@/services/blockscout";
+import { getEthUsd, getTokenPriceUsd, type UsdPrice } from "@/services/prices";
 
 // Prefer Alchemy (reliable, handles large getLogs) when the key is set, since
 // the public RPCs frequently fail/timeout on the MOR log scan — and a swallowed
@@ -136,6 +136,25 @@ export type OrbitAthlete = {
   handle: string;
   vault: Address;
   split?: Address;
+  /**
+   * Morpho sponsorship vault TVL (`totalAssets()`, USDC≈USD). This is the
+   * balance the performance fee accrues on, so it — not `total` — is what a
+   * yield figure must be read against.
+   */
+  vaultTvl: number;
+  /** Morpheus stake behind this rider, in USD. Earns MOR, not the vault fee. */
+  morUsd: number;
+  /**
+   * Everything backing this rider = `vaultTvl` + `morUsd`.
+   *
+   * It has to be the sum, because this is the number the orbit node prints and
+   * `StakeGraph.total` is the headline above it. While `total` meant "vault
+   * only", a rider backed purely through Morpheus rendered UNLIT with no figure
+   * at all — Will had $31 of MOR behind him and an empty node — and the
+   * per-node values could not be added up to the headline, since only the
+   * headline knew about MOR. Zooming into that same rider then listed the
+   * backers the overview had just denied.
+   */
   total: number;
   feeAccrued: number;
   backers: OrbitBacker[];
@@ -797,6 +816,9 @@ async function fetchStakeGraphUncached(): Promise<StakeGraph> {
             handle: r.handle,
             vault,
             split: r.split,
+            vaultTvl: Number(formatUnits(totalAssets, 6)),
+            // Both filled in below, once the MOR backers have been merged in.
+            morUsd: 0,
             total: Number(formatUnits(totalAssets, 6)),
             feeAccrued: Number(formatUnits(toAssets(feeShares), 6)),
             backers,
@@ -817,21 +839,24 @@ async function fetchStakeGraphUncached(): Promise<StakeGraph> {
       a.backers.push(...m);
       a.backers.sort((x, y) => y.amount - x.amount);
     }
+    // Derived from the merged backer list rather than tracked separately, so
+    // "what the node prints" and "what zooming into that node lists" cannot
+    // disagree — they are now the same numbers read twice.
+    a.morUsd = a.backers.reduce((s, b) => s + (b.kind === "mor" ? b.amount : 0), 0);
+    a.total = a.vaultTvl + a.morUsd;
   }
 
   const distinct = new Set<string>();
   athletes.forEach((a) => a.backers.forEach((b) => distinct.add(b.address.toLowerCase())));
 
   const gnarsAccrued = athletes.reduce((s, a) => s + a.feeAccrued, 0) / 2; // vault fee, USDC≈USD
   const gm = await gnarsMorEarned(mor);
-  // Total staked backing riders = Morpho vault TVL + Morpheus (MOR) deposits, USD.
-  const morTvl = athletes.reduce(
-    (s, a) => s + a.backers.reduce((x, b) => x + (b.kind === "mor" ? b.amount : 0), 0),
-    0,
-  );
   const graph: StakeGraph = {
     athletes,
-    total: athletes.reduce((s, a) => s + a.total, 0) + morTvl,
+    // Plain sum now that `a.total` carries each rider's MOR. The headline used
+    // to add `morTvl` on top of vault-only per-rider totals, which is exactly
+    // what let it disagree with the nodes printed underneath it.
+    total: athletes.reduce((s, a) => s + a.total, 0),
     backerCount: distinct.size,
     backersResolved,
     gnarsAccrued,

src/services/treasury-inflows.test.ts

@@ -0,0 +1,69 @@
+import { describe, expect, it } from "vitest";
+import { matchLedgerCredit, SUBNET_FINAL_SPLIT, SWAP_FEE_SPLIT } from "./treasury-inflows";
+
+/**
+ * Real shape, from the credit that funded the 2026-08-19 withdrawal: warehouse
+ * ERC-6909 `Transfer`, topic1 = the split that paid, data = abi.encode(caller,
+ * amount). That withdrawal spent weeks tagged generic "Splits" because the
+ * classifier only ever read the withdrawal's own receipt, which names no split.
+ */
+const topic = (a: string) => `0x${a.replace(/^0x/, "").padStart(64, "0")}`;
+const credit = (split: string, raw: bigint) => ({
+  topics: [
+    "0x1b3d7edb2e9c0b0e7c525b20aaaef0f5940d2ed71663c7d39266ecafac728859",
+    topic(split),
+    topic("0x72ad986ebac0246d2b3c565ab2a1ce3a14ce6f88"),
+    topic("0x833589fcd6edb6e08f4c7c32d4f71b54bda02913"),
+  ],
+  data: `0x${topic(split).slice(2)}${raw.toString(16).padStart(64, "0")}`,
+});
+
+// 7.843441 USDC — the exact amount credited by the subnet split at block
+// 50182875 and withdrawn ten blocks later.
+const SUBNET_AMOUNT = 7_843_441n;
+
+describe("matchLedgerCredit", () => {
+  it("attributes a bare withdraw to the split that credited the same amount", () => {
+    expect(matchLedgerCredit([credit(SUBNET_FINAL_SPLIT, SUBNET_AMOUNT)], SUBNET_AMOUNT)).toBe(
+      "subnet",
+    );
+  });
+
+  it("picks the matching credit out of a window holding several", () => {
+    const logs = [
+      credit(SWAP_FEE_SPLIT, 86_904n),
+      credit(SUBNET_FINAL_SPLIT, SUBNET_AMOUNT),
+      credit(SUBNET_FINAL_SPLIT, 18_268_694n),
+    ];
+    expect(matchLedgerCredit(logs, 86_904n)).toBe("swap");
+    expect(matchLedgerCredit(logs, SUBNET_AMOUNT)).toBe("subnet");
+  });
+
+  it("asserts nothing when no credit matches the amount", () => {
+    expect(matchLedgerCredit([credit(SUBNET_FINAL_SPLIT, 1n)], SUBNET_AMOUNT)).toBeNull();
+  });
+
+  it("asserts nothing when two products credited the identical amount", () => {
+    const logs = [credit(SUBNET_FINAL_SPLIT, SUBNET_AMOUNT), credit(SWAP_FEE_SPLIT, SUBNET_AMOUNT)];
+    expect(matchLedgerCredit(logs, SUBNET_AMOUNT)).toBeNull();
+  });
+
+  it("ignores an unmapped split even on an exact amount match", () => {
+    const logs = [
+      credit("0xd9b2000000000000000000000000000000000ad6b".slice(0, 42), SUBNET_AMOUNT),
+    ];
+    expect(matchLedgerCredit(logs, SUBNET_AMOUNT)).toBeNull();
+  });
+
+  it("survives a truncated or malformed log without throwing", () => {
+    expect(matchLedgerCredit([{ topics: [], data: "0x" }], SUBNET_AMOUNT)).toBeNull();
+  });
+
+  it("treats the same amount from two credits of ONE product as that product", () => {
+    const logs = [
+      credit(SUBNET_FINAL_SPLIT, SUBNET_AMOUNT),
+      credit(SUBNET_FINAL_SPLIT, SUBNET_AMOUNT),
+    ];
+    expect(matchLedgerCredit(logs, SUBNET_AMOUNT)).toBe("subnet");
+  });
+});