feat(selection): M6.2 条件选股（method=condition + 财务可见性防护）

- quant/selection.run_condition_selection：结构化条件 AND 求值 —— 字段域
  static.*（行业/市场…）、技术列与派生量（close/volume/ma20/ma60）、已注册因子
  （momentum_60 等）、fundamental.*（announce_date<=as_of 的最新已公告财务值）；
  条件支持 value 字面量与 ref 字段比较（如 close > ma60）；结果带 filter_status/reason
- SelectionQuery 校验调整：condition 模式为纯过滤（不再强制 top_n/top_pct）
- FinancialRepository 新增 list_announced_many（批量防未来函数读取）+ SQLAlchemy 实现；
  SelectionService 注入 financial_repo 并按 announce_date 取每股最新一版
- tests/test_selection_condition.py：8 例（行业 in/ne、动量>0、close>ma60 ref、阈值、
  ROE 过滤且未来公告不可见、缺财务 repo 报错、更早 as_of 排除）；全量 pytest 通过

backend/app/application/services/selection_service.py

@@ -2,10 +2,11 @@
 
 - 输入：SelectionQuery（universe + method + factors/conditions + top_n/pct + as_of）
 - 装配：股票池（universe 过滤）→ 行情长表（含预热窗口）→ Selection Engine
-- 输出：SelectionResult（可解释：factor_values / selection_reason）
-- 未来函数红线：全部数据只取到 <= as_of（v2 §9）；财务条件（后续）只取已公告值
+  （method=score 因子评分 / method=condition 结构化条件）
+- 输出：SelectionResult（可解释：factor_values / filter_status / selection_reason）
+- 未来函数红线：行情只取 <= as_of；财务条件只取 announce_date <= as_of 的已公告值（v2 §9）
 
-MVP 为同步执行（单日全市场因子计算量轻）；如需异步可复用 Job 链路（M6.3 决策）。
+MVP 为同步执行（单日全市场因子/条件计算量轻）；如需异步可复用 Job 链路。
 """
 
 from __future__ import annotations
@@ -14,11 +15,23 @@ from datetime import date, timedelta
 
 import pandas as pd
 
+from app.domain.entities.market import FinancialIndicator
 from app.domain.entities.selection import SelectionQuery, SelectionResult
-from app.domain.repositories.market import DailyBarRepository, StockRepository
-from app.quant.selection import factor_columns, run_score_selection
+from app.domain.repositories.market import (
+    DailyBarRepository,
+    FinancialRepository,
+    StockRepository,
+)
+from app.quant.selection import (
+    condition_needed_columns,
+    factor_columns,
+    run_condition_selection,
+    run_score_selection,
+)
 from app.quant.service import filter_stocks, load_daily_df
 
+_FUNDAMENTAL_PREFIX = "fundamental."
+
 
 class SelectionService:
     """选股用例入口：select(query) → SelectionResult（当前或历史 as_of）。"""
@@ -27,17 +40,22 @@ class SelectionService:
         self,
         stock_repo: StockRepository,
         daily_repo: DailyBarRepository,
+        financial_repo: FinancialRepository | None = None,
     ) -> None:
         self._stock_repo = stock_repo
         self._daily_repo = daily_repo
+        self._financial_repo = financial_repo
 
     def select(self, query: SelectionQuery) -> SelectionResult:
         as_of = query.as_of or date.today()
         stocks = filter_stocks(self._stock_repo.list(), query.universe, as_of=as_of)
         if not stocks:
-            return run_score_selection(pd.DataFrame(), query, as_of)
+            return self._run(query, pd.DataFrame(), stocks, as_of, financial={})
         symbols = [s.symbol for s in stocks]
-        columns = sorted(factor_columns(query)) if query.method == "score" else ["close"]
+        if query.method == "score":
+            columns = sorted(factor_columns(query))
+        else:
+            columns = sorted(condition_needed_columns(query))
         daily = load_daily_df(
             self._daily_repo,
             symbols,
@@ -45,6 +63,53 @@ class SelectionService:
             as_of,
             columns,
         )
-        if daily.empty:
+        financial: dict[str, FinancialIndicator] = {}
+        if query.method == "condition" and self._uses_fundamental(query):
+            financial = self._load_financial(symbols, as_of)
+        return self._run(query, daily, stocks, as_of, financial)
+
+    # ---- 内部 ----
+
+    def _run(
+        self,
+        query: SelectionQuery,
+        daily: pd.DataFrame,
+        stocks: list,
+        as_of: date,
+        financial: dict[str, FinancialIndicator],
+    ) -> SelectionResult:
+        if query.method == "score":
             return run_score_selection(daily, query, as_of)
-        return run_score_selection(daily, query, as_of)
+        return run_condition_selection(daily, stocks, query, as_of, financial)
+
+    @staticmethod
+    def _uses_fundamental(query: SelectionQuery) -> bool:
+        for c in query.conditions:
+            if c.field.startswith(_FUNDAMENTAL_PREFIX) or (
+                c.ref is not None and c.ref.startswith(_FUNDAMENTAL_PREFIX)
+            ):
+                return True
+        return False
+
+    def _load_financial(
+        self, symbols: list[str], as_of: date
+    ) -> dict[str, FinancialIndicator]:
+        """按 announce_date <= as_of 批量取财务，每 symbol 保留最新一版。"""
+        if self._financial_repo is None:
+            raise ValueError("condition 引用了 fundamental.* 字段，但未注入 FinancialRepository")
+        getter = getattr(self._financial_repo, "list_announced_many", None)
+        if getter is not None:
+            rows = list(getter(symbols, as_of))
+        else:  # 回退逐只
+            rows = []
+            for sym in symbols:
+                rows.extend(self._financial_repo.list_announced(sym, as_of))
+        by_symbol: dict[str, FinancialIndicator] = {}
+        for row in rows:
+            cur = by_symbol.get(row.symbol)
+            if cur is None or (row.announce_date, row.report_date) > (
+                cur.announce_date,
+                cur.report_date,
+            ):
+                by_symbol[row.symbol] = row
+        return by_symbol