feat: Add ROI Reporting Agent to treasure-boxes

[ko47kmr]

Overview

This PR adds a comprehensive ROI reporting solution to treasure-boxes by integrating the ROI Reporting Agent into the existing roi_reporting directory structure.

What's Added

1. ROI Reporting Agent (engage-box/roi_reporting/agent/)

An AI-powered agent that generates interactive ROI dashboards and reports:

• Overall Summary Report: KPIs, trends, top performers across campaigns/journeys
• Campaign Detail Report: Deep-dive analysis with revenue attribution

2. Main README (engage-box/roi_reporting/README.md)

• Solution overview with architecture diagram
• Links to agent and workflow documentation
• Getting started guide
• Troubleshooting section

3. Form Interfaces

• td_managed_overall_summary.yml - Overall Summary report form
• td_managed_campaign_details.yml - Campaign Details report form
• Ready for use when Form Interface API becomes available

4. Documentation

All documentation in English and Japanese:

• System prompts (system_prompt.md, system_prompt_JA.md)
• Knowledge bases for report specs (overall summary, campaign details)
• README files with setup and usage instructions
• Tool configurations (tools.yml)

Features

✅ Multilingual support (English/Japanese)
✅ Multi-currency support (USD/JPY)
✅ Autonomous SQL generation and execution
✅ Interactive Plotly visualizations
✅ Revenue attribution analysis (direct/contributed)
✅ Graceful degradation when components fail
✅ Progressive disclosure with intermediate visualizations

Structure

engage-box/roi_reporting/
├── README.md                    # ✨ NEW: Solution overview
├── agent/                       # ✨ NEW: AI Reporting Agent
│   ├── README.md
│   ├── README_JA.md
│   ├── system_prompt.md
│   ├── system_prompt_JA.md
│   ├── knowledge_base_overall_summary.md
│   ├── knowledge_base_overall_summary_JA.md
│   ├── knowledge_base_campaign_details.md
│   ├── knowledge_base_campaign_details_JA.md
│   ├── tools.yml
│   └── forms/
│       ├── td_managed_overall_summary.yml
│       └── td_managed_campaign_details.yml
└── workflows/                   # EXISTING: Data preparation workflows
    └── reporting_agent/
        └── README.md            # UPDATED: Added link to agent

Integration

• Data Flow: Workflows prepare data → Agent generates reports
• Unified Documentation: Main README provides complete solution overview
• Cross-linking: Workflow README links to agent, agent README links to workflow

Testing

• ✅ All files follow email-delivery-reporter pattern
• ✅ English and Japanese documentation
• ✅ YAML syntax validated for form interfaces
• ✅ Knowledge bases follow spec format
• ✅ System prompts compatible with Claude 4.5 Sonnet

Related

This follows the same pattern as the email-delivery-reporter agent (#XYZ), providing a consistent experience for users.

Next Steps

Once merged, users can:

1. Run data preparation workflows
2. Deploy agent to AI Agent Foundry
3. Generate ROI reports via agent interface
4. (Future) Use Form Interfaces when API becomes available

🤖 Generated with Claude Code