fix: settle ARM withdrawal yield accounting at claim for escrow-generation ARMs

The Ethena and multi-asset ARMs escrow shares at requestRedeem (they stay
in totalSupply and totalAssets is unchanged) and only reduce totalAssets
when claimRedeem pays out. Booking totalWithdrawals into totalYield at
request time therefore created a phantom +amount yield at request and a
matching -amount at claim — seen as negative daily yield on the sUSDe ARM
on 2026-07-27 (10.0042 USDe requested 7/26 16:40, claimed 7/27 01:55).

Legacy ARMs (Lido/EtherFi/OS) deduct queued assets from totalAssets at
request time, so they keep request-time accounting.

Author: apexearth

src/templates/origin-arm/origin-arm.ts

@@ -75,6 +75,7 @@ export const createOriginARMProcessors = ({
 }): Processor[] => {
   const isMultiAsset = armType === 'multi-asset'
   if (!isMultiAsset && !token1) throw new Error(`${name}: token1 is required for a legacy ARM`)
+  const withdrawalsSettleAtClaim = isMultiAsset || armType === 'ethena'
   const redeemRequestedFilter = logFilter({
     address: [armAddress],
     topic0: [originLidoArmAbi.events.RedeemRequested.topic],
@@ -618,8 +619,16 @@ export const createOriginARMProcessors = ({
             redemptionMap.set(row.id, row)
           }
         }
+        // Add withdrawals back when the contract's totalAssets() stops counting them. Legacy ARMs
+        // (Lido/EtherFi/OS) deduct the queued assets at requestRedeem, so redemptions are added back
+        // from request time. Escrow-generation ARMs (Ethena, multi-asset) keep queued shares in
+        // totalSupply and only reduce totalAssets when claimRedeem pays out — request-time accounting
+        // there books a phantom +amount yield at request and a matching -amount at claim (seen as
+        // negative daily yield on the sUSDe ARM on 2026-07-27).
         const calculateTotalYield = (state: ArmState) =>
-          state.totalAssets - state.totalDeposits + state.totalWithdrawals
+          state.totalAssets -
+          state.totalDeposits +
+          (withdrawalsSettleAtClaim ? state.totalWithdrawalsClaimed : state.totalWithdrawals)
         // Accumulate a swap's trading profit + liquidity-terms volume into the per-(date:asset)
         // running total that feeds ArmDailyAssetYield.tradingYield.
         const accrueTradingYield = (block: Block, asset: string, spread: bigint, token0Volume: bigint) => {
@@ -829,6 +838,7 @@ export const createOriginARMProcessors = ({
               const event = originLidoArmAbi.events.RedeemClaimed.decode(log)
               const state = await getCurrentState(block)
               state.totalWithdrawalsClaimed += event.assets
+              state.totalYield = calculateTotalYield(state)
             }
             if (feeCollectedFilter.matches(log)) {
               const event = originLidoArmAbi.events.FeeCollected.decode(log)