Files
ten31-database/backend/redaction/scrub.py
T
Keysat c898ad8530 redaction: \b after magnitude so amounts don't eat the next word (v0.1.0:57)
The currency-anchored amount regexes treated a single-letter magnitude
suffix (k/m/b) as optional but unbounded, so "$5,000,000 but" scrubbed to
"[AMOUNT_1]ut" — the 'b' of "but" was consumed as a 'billion' suffix. Add a
word boundary after _MAG on the three currency-anchored _AMOUNT_RES patterns
(range, symbol, ISO-code); the worded-amount pattern is unaffected. Money
still tokenizes in every case ($5m/$5b/$3-5M/USD 5,000,000); only the OUTBOUND
to-Claude text stops losing the leading letter of the following word.
Round-trips were already lossless.

Regression-locked by a round-5 section in test_scrub_leak.py; full redaction
suite (scrub_leak + reidentification + grounding_boundary) green. Packaged as
StartOS v0.1.0:57. Reported by the Spark gateway dev; gateway re-vendored
scrub.py verbatim for parity (same golden-file leak test gates both sides).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 18:52:04 -05:00

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"""Redaction / re-hydration boundary — the privacy gate between Ten31's sovereign
data and the Claude API. Implements docs/redaction-rehydration.md, hardened against an
adversarial leak-hunt (see docs/spark-control-scrub-endpoints.md for the gateway twin).
Defense in depth — NO single layer is trusted as "leak-proof":
1. MINIMIZE-FIRST (caller): a local-Qwen summary strips most identity before scrub runs.
2. PRE-NEUTRALIZE: any pre-existing [TYPE_N]-shaped string in the input is tokenized
first, so every placeholder that reaches Claude is one WE minted (no injection).
3. TIER-1 DROP: labelled/structured account-wire-SSN-IBAN-passport data, separator
tolerant, excised entirely (never tokenized, never in the map).
4. KNOWN-ENTITY tokenize: the LP identities we own (dictionary from the canonical
layer), matched UNICODE-FOLDED (accents/case) with hyphenated-surname extension.
5. STRUCTURED-PII tokenize/bucket: emails, URLs (incl. scheme-less/social), phones
(intl + extensions), amounts (currency words/codes/symbols + worded + ranges),
dates (ISO + worded + numeric + quarter), street addresses, bare long digit runs.
6. NER BACKSTOP (ner_fn, on-infra local Qwen): tokenizes residual unknown person/org/
location names the dictionary can't know. Unknown names are the largest residual,
so callers in production pass ner_fn and FAIL CLOSED if it is unreachable.
The pseudonym map ({token: real_value}) is the de-anonymization key: local-only, NEVER
sent to Claude, NEVER written to interaction_log (only counts).
"""
import json
import re
import sqlite3
import unicodedata
import uuid
from datetime import datetime, timezone
TOKEN_TYPES = ("PERSON", "ORG", "FUND", "EMAIL", "PHONE", "URL", "ADDR", "AMOUNT", "DATE", "LOC", "MISC")
_TOKEN_RE = re.compile(r"\[(?:" + "|".join(TOKEN_TYPES) + r")_\d+\]")
# ── Tier-1: NEVER-SEND (dropped, not tokenized). Separator-tolerant + label-anchored. ──
# Separators allow space/dot/dash/SLASH/COMMA so grouped account/SSN forms can't bypass.
_SEP = r"[\s.\-/,]"
_LABEL = (r"(?:acct|account|a/c|wire|routing|aba|sort\s?code|ssn|social\s?security|tax\s?id|"
r"ein|policy|member|ref)")
TIER1_PATTERNS = [
("ssn", re.compile(r"\b\d{3}" + _SEP + r"\d{2}" + _SEP + r"\d{4}\b")),
("ssn", re.compile(r"(?i)\b(?:ssn|social\s?security|tax\s?id|ein)\b[^\d]{0,12}\(?\d{3}\)?" + _SEP + r"{0,3}\d{2}" + _SEP + r"{0,3}\d{4}\b")),
("iban", re.compile(r"\b[A-Z]{2}\d{2}(?:\s?[A-Z0-9]){11,30}\b")), # IBAN >=15 chars; excludes 12-char ISIN
("swift", re.compile(r"(?i)\b(?:swift|bic)\b[^A-Za-z0-9]{0,8}[A-Z]{4}[A-Z]{2}[A-Z0-9]{2,5}\b")),
("passport", re.compile(r"(?i)\bpassport\b(?:\s?(?:no|number|num|#)\.?)?[^\dA-Za-z]{0,6}[A-Za-z]{0,2}[\s\-]?\d{6,9}\b")),
("labeled_account", re.compile(r"(?i)\b" + _LABEL + r"\b[^\dA-Za-z]{0,14}[#:]?\s*[\dXx](?:[\dXx]" + _SEP + r"?){5,}\b")),
# labelled identifier with a LETTER prefix or an intervening 'no/number/id/ref/to' word
# (e.g. 'acct A123456789012', 'member ID: X4451200931', 'Wire to GB123456789012') — these
# slip the digit-led rule above, the bare-digit catch, and the IBAN floor.
("labeled_account", re.compile(r"(?i)\b" + _LABEL + r"\b(?:[\s.:#\-]{0,3}(?:no|number|num|id|ref|to)\b)?[\s.:#\-]{0,4}[A-Za-z]{0,4}\d[\dA-Za-z]{4,}\b")),
]
# ── structured PII (Tier-2) ────────────────────────────────────────────────────
_EMAIL_RE = re.compile(r"\b[A-Za-z0-9._%+\-]+@[A-Za-z0-9.\-]+\.[A-Za-z]{2,}\b")
_URL_RE = re.compile(
r"\bhttps?://[^\s)\]]+"
r"|\bwww\.[^\s)\]]+"
r"|\b(?:[a-z0-9\-]+\.)?(?:linkedin|twitter|github|facebook|instagram|x|substack|medium)\.com/[^\s)\]]+",
re.IGNORECASE)
# Phones: NANP (3-3-4, optional +1, optional extension) OR E.164/international (leading +).
# Tightened so plain 4-4 year ranges ('2019-2024') don't match.
_PHONE_RE = re.compile(
r"(?<![\w.])(?:"
r"(?:\+?1[\s.\-]?)?(?:\(\d{3}\)[\s.\-]?|\d{3}[\s.\-])\d{3}[\s.\-]\d{4}"
r"|\+\d{1,3}(?:[\s.\-]?\d){7,14}"
r")(?:\s?(?:x|ext\.?|extension)\s?\d{1,6})?(?![\w])")
# Amounts: ONLY currency-anchored (symbol / code / currency-word), so non-money quantities
# ('3m tall', 'ten million tokens', '250k followers') are NOT eaten. Bare magnitudes without
# a currency cue are left to minimize-first + NER, which strip real money amounts.
_NUMWORD = (r"(?:one|two|three|four|five|six|seven|eight|nine|ten|eleven|twelve|thirteen|"
r"fourteen|fifteen|sixteen|seventeen|eighteen|nineteen|twenty|thirty|forty|fifty|"
r"sixty|seventy|eighty|ninety|hundred|couple|few|several|half|a)")
_MAG = r"(?:mm|bn|tn|thousand|million|billion|trillion|k|m|b)" # longest-first so 'MM' isn't split into 'M'
_AMOUNT_RES = [
re.compile(r"[$€£]\s?\d[\d,. ]*\d?\s?-\s?[$€£]?\s?\d[\d,. ]*\d?(?:\s?" + _MAG + r"\b)?", re.IGNORECASE), # $3-5M range
re.compile(r"[$€£]\s?\d[\d,]*(?:\.\d+)?(?:\s?" + _MAG + r"\b)?", re.IGNORECASE), # $5,000,000 / $5m
re.compile(r"\b(?:USD|EUR|GBP|CHF|CAD|AUD)\s?[$€£]?\s?\d[\d,]*(?:\.\d+)?(?:\s?" + _MAG + r"\b)?", re.IGNORECASE),
re.compile(r"\b\d[\d,]*(?:\.\d+)?\s?(?:dollars?|euros?|pounds?)\b", re.IGNORECASE), # 5,000,000 dollars
re.compile(r"(?i)\b(?:" + _NUMWORD + r"[\s\-]+){1,4}" + _MAG + r"\s+(?:dollars?|euros?|pounds?)\b"), # five million dollars
]
_MONTHS = (r"(?:jan|feb|mar|apr|may|jun|jul|aug|sep|sept|oct|nov|dec)[a-z]*\.?")
_DATE_RES = [
re.compile(r"\b(?:19|20)\d{2}-\d{2}-\d{2}\b"), # ISO
re.compile(r"(?i)\b" + _MONTHS + r"\s+\d{1,2}(?:st|nd|rd|th)?,?\s+(?:19|20)?\d{2}\b"), # March 12, 1986
re.compile(r"(?i)\b\d{1,2}(?:st|nd|rd|th)?\s+" + _MONTHS + r",?\s+(?:19|20)?\d{2}\b"), # 12 March 1986
re.compile(r"\b(?:0?[1-9]|1[0-2])[/.\-](?:0?[1-9]|[12]\d|3[01])[/.\-](?:19|20)?\d{2}\b"), # 3/12/86 (valid m/d only)
re.compile(r"(?i)\bQ[1-4][\s\-]?(?:19|20)\d{2}\b"), # Q1 1986
re.compile(r"(?i)\b" + _MONTHS + r"\s+(?:19|20)\d{2}\b"), # March 1986
]
# Addresses: US number-first, PO Box, and European -strasse/-gasse + 'Rue/Calle/Via X N'.
# Comprehensive international address detection relies on the NER LOC backstop + minimize-first.
_ADDR_RE = re.compile(
r"\bP\.?\s?O\.?\s?Box\s+\d+"
r"|\b\d{1,6}\s+(?:[A-Z][A-Za-z'.]+\s?){1,4}"
r"(?:Street|St|Avenue|Ave|Road|Rd|Lane|Ln|Boulevard|Blvd|Drive|Dr|Court|Ct|Way|Place|Pl|Square|Sq|Terrace|Ter)\b\.?"
r"(?:,?\s+[A-Z][A-Za-z]+)*"
r"|\b[A-Z][A-Za-z]*(?:strasse|straße|gasse|weg)\s+\d{1,5}"
r"|\b(?:Rue|Calle|Via|Avenida)\s+(?:[A-Z][A-Za-z'.]+\s?){1,3}\d{1,5}",
re.IGNORECASE)
_ZIP_RE = re.compile(r"\b[A-Z]{2}\s+\d{5}(?:-\d{4})?\b")
# bare long unlabeled run -> reversible [MISC]. Not glued to letters (so an ISIN/ticker like
# US0378331005 stays intact substance), and a trailing sentence period doesn't block it.
_BARE_DIGITS_RE = re.compile(r"(?<![\dA-Za-z.\-])\d{9,}(?![A-Za-z]|\.?\d)")
_WORDX = r"[^\W_]" # unicode word char without underscore
def _fold(s):
"""1:1 length-preserving fold: strip diacritics per char + casefold, so 'Jonathán'
matches a stored ASCII 'Jonathan'. Length preserved so match spans map to the original."""
out = []
for ch in s:
d = unicodedata.normalize("NFKD", ch)
base = "".join(c for c in d if not unicodedata.combining(c))
out.append((base[0] if base else ch).lower())
return "".join(out)
def _bucket_amount(s):
num = re.sub(r"[^\d.]", "", s)
try:
v = float(num)
except ValueError:
return "~$?"
low = s.lower()
if "billion" in low or re.search(r"\d\s?bn?\b", low):
v *= 1_000_000_000
elif "million" in low or re.search(r"\d\s?mm?\b", low):
v *= 1_000_000
elif "thousand" in low or re.search(r"\d\s?k\b", low):
v *= 1_000
if v >= 1_000_000_000:
return f"~${round(v/1_000_000_000)}B"
if v >= 1_000_000:
return f"~${round(v/1_000_000)}M"
if v >= 1_000:
return f"~${round(v/1_000)}k"
return "~$<1k"
def _bucket_date(s):
iso = re.match(r"((?:19|20)\d{2})-(\d{2})-\d{2}", s)
if iso:
return f"Q{(int(iso.group(2))-1)//3 + 1} {iso.group(1)}"
q = re.search(r"(?i)Q([1-4])[\s\-]?((?:19|20)\d{2})", s)
if q:
return f"Q{q.group(1)} {q.group(2)}"
y = re.search(r"\b((?:19|20)\d{2})\b", s)
if y:
return y.group(1)
yy = re.search(r"[/.\-](\d{2})\b", s) # 2-digit year fallback
if yy:
return "19" + yy.group(1) if int(yy.group(1)) > 30 else "20" + yy.group(1)
return "(period)"
class ScrubState:
"""Local pseudonym map for ONE task: same surface string -> same token (injective).
The map is the de-anon key — local-only, never sent/serialized to a third party."""
def __init__(self):
self.token_map = {}
self._by_value = {}
self._counters = {t: 0 for t in TOKEN_TYPES}
self.tier1_dropped = []
def token_for(self, ttype, surface):
key = (ttype, surface)
tok = self._by_value.get(key)
if tok is None:
self._counters[ttype] += 1
tok = f"[{ttype}_{self._counters[ttype]}]"
self._by_value[key] = tok
self.token_map[tok] = surface
return tok
def _flatten_known(known_entities):
if not known_entities:
return []
type_by_key = {"persons": "PERSON", "orgs": "ORG", "funds": "FUND", "emails": "EMAIL", "locations": "LOC"}
out = []
for key, ttype in type_by_key.items():
for s in known_entities.get(key, []) or []:
s = (s or "").strip()
if s:
out.append((s, ttype))
return out
def _match_known(text, known_list, state):
"""Tokenize known entities, matched UNICODE-FOLDED + case-insensitive, longest-first,
extending over hyphen/apostrophe compounds so a known half of a double-barrelled
surname pulls in the whole token. Operates by span so we can fold for matching but
replace the ORIGINAL surface (preserved for rehydrate)."""
if not known_list:
return text
folded = _fold(text)
pairs = sorted(((_fold(unicodedata.normalize("NFKC", s)), t) for s, t in known_list),
key=lambda x: len(x[0]), reverse=True)
type_by_folded = {}
for fs, t in pairs:
type_by_folded.setdefault(fs, t)
alt = "|".join(re.escape(fs) for fs, _ in pairs if fs)
if not alt:
return text
rx = re.compile(r"(?<![0-9A-Za-z])(?:" + alt + r")(?![0-9A-Za-z])")
spans = []
for m in rx.finditer(folded):
st, en = m.start(), m.end()
ttype = type_by_folded.get(folded[st:en], "MISC")
# extend over hyphen/apostrophe compounds on both sides
while st > 1 and folded[st - 1] in "-'" and re.match(_WORDX, folded[st - 2] or ""):
k = st - 2
while k >= 0 and (re.match(_WORDX, folded[k]) or folded[k] in "-'"):
k -= 1
st = k + 1
while en < len(folded) - 1 and folded[en] in "-'" and re.match(_WORDX, folded[en + 1] or ""):
k = en + 1
while k < len(folded) and (re.match(_WORDX, folded[k]) or folded[k] in "-'"):
k += 1
en = k
spans.append((st, en, ttype))
if not spans:
return text
# merge overlaps, replace right-to-left in the ORIGINAL
spans.sort()
merged = [spans[0]]
for st, en, tt in spans[1:]:
ps, pe, ptt = merged[-1]
if st <= pe:
merged[-1] = (ps, max(pe, en), ptt)
else:
merged.append((st, en, tt))
for st, en, tt in reversed(merged):
surface = text[st:en]
text = text[:st] + state.token_for(tt, surface) + text[en:]
return text
def scrub(text, known_entities=None, bucket=False, state=None, ner_fn=None):
"""De-identify `text`. Returns (outbound_text, token_map, audit). Pass ner_fn (a
local-model NER callable text->[(surface,type)]) in production to catch unknown
names; without it the dictionary+regex path leaves unknown free-text names as
residual (callers should minimize-first and/or fail closed)."""
if text is None:
text = ""
st = state or ScrubState()
# NFKC-normalize so decomposed (NFD) names and ligatures align with the dictionary
# (else 'Reyés' in NFD or 'Steffen' with a ligature would miss and leak), and strip
# zero-width characters that could split a known name ('Rey<U+200B>es').
s = unicodedata.normalize("NFKC", str(text))
s = re.sub(r"[\u200b\u200c\u200d\u2060\ufeff]", "", s)
# 1) PRE-NEUTRALIZE pre-existing [TYPE_N] strings so they can't collide with our tokens.
s = _TOKEN_RE.sub(lambda m: st.token_for("MISC", m.group(0)), s)
# 2) TIER-1 DROP (labelled/structured; separator tolerant). Neutral marker, no value.
for label, pat in TIER1_PATTERNS:
def _drop(_m, _label=label):
st.tier1_dropped.append(_label)
return "[redacted]"
s = pat.sub(_drop, s)
# 3) KNOWN ENTITIES (unicode-folded, hyphen-extended).
s = _match_known(s, _flatten_known(known_entities), st)
# 4) STRUCTURED PII. Order matters: emails/urls/addresses, then DATES and AMOUNTS
# (so dashed ISO dates / ranges aren't swallowed by the permissive phone matcher),
# then PHONES, then any bare long digit run left over.
s = _EMAIL_RE.sub(lambda m: st.token_for("EMAIL", m.group(0)), s)
s = _URL_RE.sub(lambda m: st.token_for("URL", m.group(0)), s)
s = _ZIP_RE.sub(lambda m: st.token_for("LOC", m.group(0)), s) # state+ZIP before ADDR (which would eat the state)
s = _ADDR_RE.sub(lambda m: st.token_for("ADDR", m.group(0)), s)
for date_re in _DATE_RES:
if bucket:
s = date_re.sub(lambda m: _bucket_date(m.group(0)), s)
else:
s = date_re.sub(lambda m: st.token_for("DATE", m.group(0)), s)
for amt_re in _AMOUNT_RES:
if bucket:
s = amt_re.sub(lambda m: _bucket_amount(m.group(0)), s)
else:
s = amt_re.sub(lambda m: st.token_for("AMOUNT", m.group(0)), s)
s = _PHONE_RE.sub(lambda m: st.token_for("PHONE", m.group(0)), s)
# bare long unlabeled digit runs -> reversible [MISC] (never leak digits to Claude;
# don't DROP, since these may be substance like share counts / security ids).
s = _BARE_DIGITS_RE.sub(lambda m: st.token_for("MISC", m.group(0)), s)
# 5) NER BACKSTOP for unknown names (production: local Qwen). Tokenize what it finds.
# A connection failure here propagates so the caller can FAIL CLOSED rather than
# emit name-blind. Sort longest-first so a full name is tokenized before its parts.
if ner_fn is not None:
for surface, ntype in sorted((ner_fn(s) or []), key=lambda e: len(e[0] or ""), reverse=True):
surface = (surface or "").strip()
if not surface or _TOKEN_RE.search(surface):
continue
tt = ntype if ntype in TOKEN_TYPES else "PERSON"
s = re.sub(r"(?<![0-9A-Za-z])" + re.escape(surface) + r"(?![0-9A-Za-z])",
lambda m: st.token_for(tt, m.group(0)), s)
audit = {
"token_count": len(st.token_map),
"tokens_by_type": _counts_by_type(st.token_map),
"tier1_dropped_count": len(st.tier1_dropped),
"tier1_dropped_kinds": sorted(set(st.tier1_dropped)),
"bucketed": bool(bucket),
"outbound_chars": len(s),
}
return s, dict(st.token_map), audit
def _counts_by_type(token_map):
out = {}
for tok in token_map:
m = re.match(r"\[([A-Z]+)_\d+\]", tok)
if m:
out[m.group(1)] = out.get(m.group(1), 0) + 1
return out
def rehydrate(text, token_map):
"""Substitute real values back in via a SINGLE non-overlapping pass (one alternation,
longest tokens first) so an inserted value that is itself token-shaped can't be
re-substituted by a later pass. Tier-1 drops are not restorable — excluded by design."""
s = str(text or "")
if not token_map:
return s
rx = re.compile("|".join(re.escape(t) for t in sorted(token_map, key=len, reverse=True)))
return rx.sub(lambda m: token_map[m.group(0)], s)
def residual_tokens(text):
return _TOKEN_RE.findall(str(text or ""))
# ── known-entity dictionary from the CRM (read-only) ───────────────────────────
def build_known_entities(db_path):
"""Deterministic dictionary of OUR entities to tokenize, read-only from the CRM.
Includes full names AND every name part (so mid-prose surnames are caught) + email
local-parts. RAISES on read failure — callers must fail closed, never run name-blind."""
persons, orgs, funds, emails = set(), set(), set(), set()
conn = sqlite3.connect(f"file:{db_path}?mode=ro", uri=True)
conn.row_factory = sqlite3.Row
def _add_person(name):
name = (name or "").strip()
if len(name) >= 2:
persons.add(name)
for part in re.split(r"[\s'\-]+", name):
if len(part) >= 2 and not part.isdigit(): # index every part incl. short surnames (Wu, Li)
persons.add(part)
def _safe(q, fn):
try:
for r in conn.execute(q):
fn(r)
except sqlite3.OperationalError:
pass
# No `deleted_at` filter: tokenizing a soft-deleted name is desirable, and the live
# contacts/canonical schemas vary on that column — filtering on it silently zeroed the
# whole dictionary (a missing-column OperationalError swallowed by _safe).
_safe("SELECT display_name, primary_email FROM canonical_entities WHERE entity_kind='person'",
lambda r: (_add_person(r["display_name"]), r["primary_email"] and emails.add(r["primary_email"].strip().lower())))
_safe("SELECT first_name, last_name, email FROM contacts",
lambda r: (_add_person(f"{r['first_name'] or ''} {r['last_name'] or ''}"),
r["email"] and emails.add(r["email"].strip().lower())))
_safe("SELECT full_name, email FROM fundraising_contacts",
lambda r: (_add_person(r["full_name"]), r["email"] and emails.add(r["email"].strip().lower())))
_safe("SELECT display_name FROM canonical_entities WHERE entity_kind IN ('organization','investor','lp')",
lambda r: r["display_name"] and orgs.add(r["display_name"].strip()))
_safe("SELECT name FROM organizations", lambda r: r["name"] and orgs.add(r["name"].strip()))
_safe("SELECT investor_name FROM fundraising_investors", lambda r: r["investor_name"] and orgs.add(r["investor_name"].strip()))
_safe("SELECT fund_name FROM fundraising_funds", lambda r: r["fund_name"] and funds.add(r["fund_name"].strip()))
conn.close()
for e in list(emails):
lp = e.split("@")[0]
if len(lp) >= 3 and not lp.isdigit():
persons.add(lp)
return {"persons": sorted(persons, key=len, reverse=True),
"orgs": sorted(orgs, key=len, reverse=True),
"funds": sorted(funds, key=len, reverse=True),
"emails": sorted(emails, key=len, reverse=True)}
# ── audit logging (metadata only — never the map or real values) ───────────────
def _now():
return datetime.now(timezone.utc).replace(tzinfo=None).isoformat() + "Z"
def log_scrub(conn, actor_id, audit, task=None, session_id=None, target_id=None, source="mcp"):
payload = {"task": task, "session_id": session_id,
"token_count": audit.get("token_count"), "tokens_by_type": audit.get("tokens_by_type"),
"tier1_dropped_count": audit.get("tier1_dropped_count"),
"tier1_dropped_kinds": audit.get("tier1_dropped_kinds"),
"bucketed": audit.get("bucketed"), "outbound_chars": audit.get("outbound_chars")}
conn.execute(
"""INSERT INTO interaction_log (id, ts, actor_type, actor_id, action, target_type, target_id, payload, source, created_at)
VALUES (?,?, 'agent', ?, 'redaction.scrub', 'canonical_entity', ?, ?, ?, ?)""",
(str(uuid.uuid4()), _now(), actor_id, target_id, json.dumps(payload), source, _now()))
def log_rehydrate(conn, actor_id, tokens_rehydrated, residual, human_decision="pending",
reviewer_id=None, task=None, session_id=None, source="mcp"):
payload = {"task": task, "session_id": session_id, "tokens_rehydrated": tokens_rehydrated,
"residual_placeholders": residual, "human_decision": human_decision, "reviewer_id": reviewer_id}
conn.execute(
"""INSERT INTO interaction_log (id, ts, actor_type, actor_id, action, target_type, target_id, payload, source, created_at)
VALUES (?,?, 'agent', ?, 'redaction.rehydrate', 'canonical_entity', NULL, ?, ?, ?)""",
(str(uuid.uuid4()), _now(), actor_id, json.dumps(payload), source, _now()))