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30 changes: 17 additions & 13 deletions .agent-plan.md
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## Next Workstream — `b2b_saas_ltv_v1` LTV Dataset (planning)

Goal: add a customer-lifetime-value dataset family — post-conversion
subscription lifecycle (renewals, expansion, churn, payment failure) on the
same Veridian vertical. New recipe on the existing framework via a
`recipe_type: lifecycle` dispatch hook, **not** a fork.
Goal: add a **predictive-lifetime-value (pLTV) regression** dataset family —
post-conversion subscription lifecycle (renewals, expansion, churn, payment
failure) on the same Veridian vertical. New recipe on the existing framework
via a `recipe_type: lifecycle` dispatch hook, **not** a fork.

**Source of truth:** `docs/ltv/design.md`
**Roadmap (milestones/PRs):** `docs/ltv/roadmap.md` — planning notation
`LTV-M1…M7` (milestones) / `LTV-Pa…Pn` (PRs), kept distinct from GitHub `#NNN`.
**GitHub milestone:** `dataset: leadforge-ltv-v1`

Locked decisions (2026-06-10): primary task `churn_within_180_days`; weekly
simulation steps; independent generation (chaining later); staggered start
dates + fixed absolute `observation_date`; bundle schema version 5 → 6.

Status: `LTV-M0` (planning) — design + roadmap landed. `LTV-M1` (schema
foundation) is next.
`LTV-M0…M7` (milestones) / `LTV-Pa…Po` (PRs), kept distinct from GitHub `#NNN`.
**GitHub milestone:** `dataset: leadforge-ltv-v1` (#8)

Locked decisions (2026-06-10): **continuous pLTV regression target** (ZILN —
zero-inflated lognormal; gross-revenue value), **multiple forward windows
90/365/730d**, **first-class early/cold-start (tenure-anchored) task variant**,
churn kept as a secondary task; weekly simulation steps; independent generation
(chaining later); staggered start dates + fixed absolute `observation_date`;
bundle schema version 5 → 6. (Framing follows Google `lifetime_value`/ZILN and
Voyantis pLTV; the earlier churn-classification framing was corrected.)

Status: `LTV-M0` (planning) — design + roadmap landed (#102) and reframed to
pLTV regression. `LTV-M1` (schema foundation) is next.

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