refactor(archive): move unused modules to archive/

Archive legacy framework and utility modules that are no longer
referenced by the active core (datasource/ and rotation/):

- framework/ -> archive/framework/
- framework_v2/ -> archive/framework_v2/
- strategies/ -> archive/strategies/
- config/ -> archive/config/
- visualization/ -> archive/visualization/
- scripts/ -> archive/scripts/
- tests/ -> archive/tests/
- run_rotation.py, run_us_rotation.py -> archive/single_files/
- compare_*.py, test_api_dates.py -> archive/single_files/

archive/framework_v2/scripts/backtest_global_rotation.py

@@ -0,0 +1,127 @@
+"""
+全球资产大类轮动策略回测脚本（V2 正式版）
+
+支持功能：
+- 信号-交易分离（指数信号 → ETF收益）
+- 强制分散化选股（每个 group 只选 1 个）
+- 动态短债阈值（标的动量 < 短债动量 → 不持有）
+- 溢价过滤（避免买入高溢价 ETF）
+- 调仓控制（rebalance_days + rebalance_threshold）
+- 交易成本计算（trade_cost: 0.1%）
+
+用法:
+    python framework_v2/scripts/backtest_global_rotation.py
+"""
+
+import sys
+from pathlib import Path
+
+# 添加项目根目录到 Python 路径
+project_root = Path(__file__).parent.parent.parent
+sys.path.insert(0, str(project_root))
+
+from framework_v2.config import load_config
+from framework_v2.strategies.rotation.rotation import GlobalRotationStrategy
+
+
+def run_backtest():
+    """运行回测"""
+    print("=" * 70)
+    print("  全球资产大类轮动策略回测（V2 正式版）")
+    print("  场景：指数信号 → ETF收益，完整功能")
+    print("=" * 70)
+    
+    # 加载配置
+    config_file = project_root / "framework_v2" / "strategies" / "rotation" / "config_simple.yaml"
+    print(f"\n配置文件: {config_file}")
+    
+    config = load_config(str(config_file))
+    
+    # 打印配置摘要
+    print("\n" + "=" * 70)
+    print("  配置摘要")
+    print("=" * 70)
+    print(f"策略名称: {config.metadata.strategy}")
+    print(f"回测区间: {config.backtest.start_date} ~ {config.backtest.end_date or '至今'}")
+    print(f"因子类型: {config.factor.type.value}")
+    print(f"动量窗口: {config.factor.n_days} 天")
+    print(f"选股数量: {config.rotation.select_num}")
+    print(f"强制分散: {config.rotation.diversified}")
+    
+    # 打印策略参数
+    rotation_config = config.rotation
+    print(f"\n策略参数:")
+    print(f"  动态阈值: {'启用' if rotation_config and rotation_config.threshold and rotation_config.threshold.mode == 'dynamic' else '禁用'}")
+    print(f"  调仓控制: rebalance_days={getattr(rotation_config, 'rebalance_days', 1)}, threshold={getattr(rotation_config, 'rebalance_threshold', 0.0)}")
+    print(f"  交易成本: {getattr(config.backtest, 'trade_cost', 0.001):.2%}")
+    print(f"  溢价控制: {'启用' if hasattr(config, 'premium_control') and config.premium_control.enabled else '禁用'}")
+    
+    # 打印资产池
+    print(f"\n资产池 ({config.asset_pools.count()} 个标的):")
+    groups = config.asset_pools.by_group
+    for group_name, assets in groups.items():
+        print(f"  [{group_name}] {len(assets)} 个标的:")
+        for code, asset in assets.items():
+            print(f"    {code}: {asset.name}")
+            print(f"      信号: {asset.signal_source}, 交易: {asset.trade_source}")
+            print(f"      跨市场: {'是' if asset.is_cross_market else '否'}")
+    
+    # 创建策略
+    print("\n" + "=" * 70)
+    print("  运行回测...")
+    print("=" * 70)
+    
+    strategy = GlobalRotationStrategy(config)
+    
+    # 运行回测并导出 detail
+    output_dir = project_root / "framework_v2" / "results"
+    output_dir.mkdir(exist_ok=True)
+    
+    detail_path = output_dir / "backtest_detail_v2.json"
+    print(f"\n导出 detail JSON: {detail_path}")
+    
+    result = strategy.run(
+        export_detail=True,
+        detail_path=str(detail_path)
+    )
+    
+    # 打印结果
+    print("\n" + "=" * 70)
+    print("  回测结果")
+    print("=" * 70)
+    
+    metrics = result['metrics']
+    print(f"总收益: {metrics['total_return']:.2%}")
+    print(f"年化收益: {metrics['annual_return']:.2%}")
+    print(f"最大回撤: {metrics['max_drawdown']:.2%}")
+    print(f"夏普比率: {metrics['sharpe_ratio']:.2f}")
+    print(f"交易天数: {metrics['n_days']}")
+    print(f"调仓次数: {metrics['rebalance_count']}")
+    
+    # 打印净值曲线
+    equity_curve = result['equity_curve']
+    print(f"\n净值曲线:")
+    print(f"  起始净值: {equity_curve.iloc[0]:.4f}")
+    print(f"  结束净值: {equity_curve.iloc[-1]:.4f}")
+    print(f"  数据点数: {len(equity_curve)}")
+    
+    # 保存结果
+    output_dir = project_root / "framework_v2" / "results"
+    output_dir.mkdir(exist_ok=True)
+    
+    # 保存净值曲线
+    equity_curve.to_csv(output_dir / "global_rotation_equity.csv")
+    print(f"\n净值曲线已保存: {output_dir / 'global_rotation_equity.csv'}")
+    
+    # 保存持仓记录
+    positions = result['positions']
+    positions.to_csv(output_dir / "global_rotation_positions.csv")
+    print(f"持仓记录已保存: {output_dir / 'global_rotation_positions.csv'}")
+    
+    print("\n" + "=" * 70)
+    print("  回测完成！")
+    print("=" * 70)
+
+
+if __name__ == "__main__":
+    run_backtest()