Replace hardcoded PII with template variables in working tree#6
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AojdevStudio merged 15 commits intomainfrom Feb 4, 2026
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Replace hardcoded PII with template variables in working tree#6AojdevStudio merged 15 commits intomainfrom
AojdevStudio merged 15 commits intomainfrom
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- Replace account number Z05724592 with {account_id} across 13+ core files
- Replace spreadsheet ID with {spreadsheet_id} in skills, framework config
- Replace employer names (Avanade, CBN) with {employer_name} template vars
- Replace LLC names (MaryFinds, KC Ventures) with {llc_name} placeholders
- Replace personal names with {user_name} or generic references in 37 files
- Update test_no_hardcoded_references.py to use constructed patterns
- Update LICENSE copyright to generic "Finance Guru Contributors"
- OS-level paths (/Users/ossieirondi/) preserved per exclusion rules
- 01-RESEARCH.md excluded (will be handled by git-filter-repo)
https://claude.ai/code/session_01KiPrHmGkkTMDVX9R5sXbNh
- Add .onboarding-progress.json to gitignore (ONBD-15) - Add **/user-profile.yaml for broadened coverage at any repo location - Verified: all 8 gitignore patterns pass git check-ignore https://claude.ai/code/session_01KiPrHmGkkTMDVX9R5sXbNh
…idelines and plan files
- Replace admin@unifiedental.com with user@example.com in backend dev examples
- Replace unifiedental.com domain references with example.com in CORS/host configs
- Replace admin@kamdental/unifiedental in plan files with {personal_email} vars
- [Rule 2 - Missing Critical] Email addresses and domains identify the owner
https://claude.ai/code/session_01KiPrHmGkkTMDVX9R5sXbNh
Tasks completed: 3/3 - Task 1: Replace all PII in 48 tracked working tree files - Task 2: Harden .gitignore with complete private data coverage - Task 3: Verify clean working tree SUMMARY: .planning/phases/01-git-history-scrub-security-foundation/01-01-SUMMARY.md https://claude.ai/code/session_01KiPrHmGkkTMDVX9R5sXbNh
- Comprehensive expressions file for git-filter-repo --replace-text (44 patterns) - Author mailmap to genericize commit metadata (4 identity mappings) - Covers: account numbers, API tokens, spreadsheet IDs, LLC names, employer names (incl. context-specific CBN patterns), personal names, emails, domain names, financial amounts, file path patterns, OS-level user paths, and GitHub identity - Dry audit additions: formatted dollar amounts ($365,139.76, $228,809.41, $2,992.70, $192,000), uppercase CBN 401(K), domain names standalone, ossieirondi OS username, AojdevStudio/AOJDevStudio GitHub username https://claude.ai/code/session_01KiPrHmGkkTMDVX9R5sXbNh
Residual matches after initial filter-repo run: - Vanguard account numbers (39321600, 35407271, 53527429, 50580939): 9 matches - Lowercase personal name (ossie): 15 matches - case-sensitive literal missed - Lowercase personal name (irondi): 2 matches - case-sensitive literal missed - Lowercase GitHub username (aojdevstudio): 7 matches - case variant missed - Fixed ordering: ossieirondi now listed before ossie to prevent partial match Total patterns: 44 -> 51 https://claude.ai/code/session_01KiPrHmGkkTMDVX9R5sXbNh
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Caution Review failedThe pull request is closed. 📝 WalkthroughWalkthroughThis PR parameterizes many hard-coded PII/config literals (e.g., account IDs, spreadsheet IDs, user/employer names), adds git-filter-repo PII/mailmap templates, tightens .gitignore, updates tests/docs/planning, and adds planning/agent-history artifacts. No substantive control-flow or algorithmic changes. Changes
Estimated code review effort🎯 4 (Complex) | ⏱️ ~45 minutes Possibly related PRs
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Code Review - PR #6Found 4 issues requiring attention:
Details posted as inline comments. |
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Actionable comments posted: 8
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⚠️ Outside diff range comments (1)
.planning/phases/01-git-history-scrub-security-foundation/01-03-PLAN.md (1)
169-208:⚠️ Potential issue | 🟠 MajorCI/audit grep patterns also include placeholders and will false‑positive.
SPECIFIC_PATTERNSand the CI grep regex both include placeholder tokens, so the checks will fail on any repo that uses templated placeholders (by design). Update these patterns to target real values or format-based regexes, and avoid placeholders entirely.
🤖 Fix all issues with AI agents
In @.claude/hooks/load-fin-core-config.ts:
- Line 178: The current getLatestFile call for latestBalances uses a regex that
literally contains "{account_id}", so real files like
Balances_for_Account_12345.csv are never matched; update the pattern passed to
getLatestFile (or interpolate the real ID from config) to match a non-PII
wildcard instead of the literal token. For example, replace the regex
/^Balances_for_Account_{account_id}\.csv$/ with a pattern that matches an
account segment (e.g., /^Balances_for_Account_[^/]+\.csv$/ or
/^Balances_for_Account_\d+\.csv$/) or build the regex using the configured
accountId (from your config variable) when safe, ensuring
getLatestFile('updatesDir', pattern) will find real balance files without
embedding sensitive data.
In @.dev/specs/backlog/finance-guru-user-onboarding-and-public-release.md:
- Around line 542-546: The integration table entry for "fin-guru config" is
ambiguous—replace the contradictory phrase “Remove `author: {user_name}`, add
`{user_name}`” with a single precise description of the change to
fin-guru/config.yaml, e.g. state that the hardcoded "author" field is removed
and replaced by a top-level user name placeholder; update the table cell for
"fin-guru config" to read something like “Replace hardcoded author field with
top-level {user_name} placeholder in fin-guru/config.yaml” and ensure the
“Breaking Changes” column still notes removal of hardcoded author.
In @.planning/phases/01-git-history-scrub-security-foundation/01-01-PLAN.md:
- Around line 26-29: The verification steps currently grep for literal
placeholders like "{account_id}", "{spreadsheet_id}", "{user_name}" and employer
names, which will always match the scrubbed docs; update the checks to either
(a) use realistic PII regex patterns (e.g., numeric account-number formats,
Google Sheet ID regex, real-name patterns) instead of the placeholder strings or
(b) modify the grep patterns to explicitly exclude the placeholders (e.g.,
negative lookahead for "{...}" or an exact-string exclusion), and apply the same
change to the other occurrences referenced (the blocks around lines 122-129,
215-219, 230-233) so verification targets true PII or ignores template tokens.
In @.planning/phases/01-git-history-scrub-security-foundation/01-02-PLAN.md:
- Around line 72-98: The expressions file currently contains placeholders like
literal:{account_id}, literal:{spreadsheet_id}, literal:{llc_name},
literal:{user_name} which will not match and scrub real historical PII; update
the actual pii-replacements.txt used by git-filter-repo to include the real
literal values or robust regex patterns (e.g., concrete account numbers,
specific spreadsheet IDs, exact LLC and personal names or appropriate regexes)
instead of placeholders, leaving placeholder examples only in documentation;
ensure entries referenced in the diff (literal:{account_id},
literal:{spreadsheet_id}, literal:{llc_name}, literal:{user_name}) are replaced
with real values or strong regexes so git-filter-repo will detect and redact
historical commits.
- Around line 191-196: The verification grep in Step 4 (the SPECIFIC_COUNT
assignment) is using placeholder tokens like "{account_id}", "{llc_name}",
"{spreadsheet_id}", "{personal_email_1}" which are present in the working tree
and will make the check always non-zero; update all verification snippets (Step
4, other "verify" blocks, the checkpoint, and final verification) to search for
the actual secret literals or robust regex patterns that match real PII formats
instead of placeholder tokens, e.g., replace the placeholder patterns in the git
log | grep -ciE invocation referenced by SPECIFIC_COUNT with either the real
identifiers or format-based regexes (emails, account IDs, spreadsheet IDs, and
the known hash) so the count is accurate and truly must be 0.
- Around line 126-131: The current mailmap snippet uses placeholders like
{personal_email_1}, {personal_email_2}, and {user_name} which will not match
historical author emails, so create a real mailmap containing the actual
historical email addresses mapped to the canonical identities (replacing the
placeholder lines such as "Finance Guru Developer <dev@example.com> {user_name}
<{personal_email_1/2>") and keep that mailmap outside the repo or in a private,
untracked location; then use that real mailmap when running the
history-rewrite/filter operation so author metadata is actually rewritten.
In @.planning/phases/01-git-history-scrub-security-foundation/01-03-PLAN.md:
- Around line 78-83: The PII detector rules (e.g., personal-llc-names,
employer-names, personal-names, google-sheets-id, brightdata-api-token)
currently include placeholder tokens like {llc_name}, {user_last} which will
match repo placeholders and break CI; remove these placeholder tokens from
gitleaks/CI pattern definitions and replace them with either (a) real PII
literals kept out of the repo (referenced via secret/CI vars) or (b)
format-based regexes and entropy/keyword checks only (e.g., keep the Z0\d{7,}
account pattern, 44-char Sheets ID pattern with entropy, hex token pattern with
entropy and keywords) and ensure short ambiguous tokens like "CBN" remain
excluded or handled in context-specific CI grep rules.
In `@scripts/qa/pii-replacements.txt`:
- Around line 11-105: The replacements file contains real secrets/PII (e.g.,
literal:9424526a719032acbe090cc883accedb1b7eb167e89f855d78a7a0fec0aaf441,
literal:Z05724592, literal:1HtHRP3CbnOePb8RQ0RwzFYOQxk0uWC6L8ZMJeQYfWk4 and
other literal:... entries) and must be sanitized: remove or replace every real
literal: and regex: entry that contains an actual token, account number,
spreadsheet ID, name, email or amount with a non-sensitive placeholder (e.g.,
REDACTED_API_TOKEN, REDACTED_ACCOUNT, REDACTED_SPREADSHEET_ID, REDACTED_NAME),
keep only template examples and ordering rules (e.g., the longer-first name
rules and regex patterns), add the sanitized template file to the repo, move the
true replacements file to an untracked/private location and add it to
.gitignore, and if any real secret (like the API token) was committed
rotate/rotate credentials immediately.
🧹 Nitpick comments (8)
docs/onboarding-flow-evaluation.md (4)
146-147: Prefer template language over “personal name.”Consider referencing
{user_name}(or “user name placeholder”) here to align with the template-variable policy used elsewhere.
585-586: Align test wording with{user_name}placeholder.To stay consistent with the templating scheme, consider calling out
{user_name}explicitly instead of “user’s name.”
655-669: “Owner’s setup” phrasing is OK but could be standardized.If you want uniform terminology across docs, consider “your setup” or
{user_name}references here.
761-763: Consider “internal dogfooding” phrasing.“Ship internally to the owner” could be rephrased as “internal dogfooding” to avoid reintroducing personal references.
.planning/agent-history.json (1)
1-1: Consider formatting and documenting the JSON structure.The JSON is valid but presented in a single line. For better maintainability and clearer git diffs when entries are added, consider:
- Pretty-printing the JSON with indentation
- Adding a README or inline documentation (e.g., in
.planning/README.md) to describe the expected schema for entries📝 Example formatted structure
-{"version":"1.0","max_entries":50,"entries":[]} +{ + "version": "1.0", + "max_entries": 50, + "entries": [] +}Additionally, document what structure each entry in the
entriesarray should have (e.g., timestamp, action, metadata fields).fin-guru/DISTRIBUTION-PLAN.md (1)
322-322: LGTM! PII successfully removed from pyproject.toml example.The replacement of the hardcoded name with
{user_name}correctly implements the PII removal objective and maintains valid TOML syntax. The email placeholder is also appropriate.Optional enhancement: Consider adding a brief comment or note in the documentation header explaining that template variables like
{user_name}should be replaced with actual values when users customize these configurations. This could help clarify the customization process, though the pattern is likely clear from context..claude/skills/fin-core/SKILL.md (1)
43-43: Clarify "exact match" with template variable.The line states
Balances_for_Account_{account_id}.csv (exact match), which combines a template variable{account_id}with an "(exact match)" requirement. This could be interpreted in multiple ways:
- The filename pattern must match exactly after
{account_id}is substituted with an actual account ID- The literal string including braces must match exactly
Consider clarifying whether "exact match" means:
- "Match this pattern with
{account_id}replaced by the actual account identifier"- Or provide an example:
Balances_for_Account_Z05724592.csv matches Balances_for_Account_{account_id}.csvscripts/qa/author-mailmap.txt (1)
1-19: Mailmap format is correct and consolidation strategy is appropriate.The mailmap follows the correct git-filter-repo format and appropriately remaps multiple author identities to a generic "Finance Guru Developer" identity while preserving safe attributions (Claude, GitHub).
Note:
scripts/qa/is intentionally tracked in the repository (marked with!scripts/qa/in .gitignore), suggesting these QA tools are part of the documented git-filter-repo workflow. While the file does contain the original PII being sanitized, this is by design—it serves as the mapping reference during the filter operation.
.planning/phases/01-git-history-scrub-security-foundation/01-01-PLAN.md
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- Fix hook regex to use wildcard [^/]+ instead of literal {account_id}
- Fix contradictory spec wording for fin-guru config integration
- Update plan doc verification commands to use format-based regex patterns
instead of placeholder tokens that would always match or never work
- Convert pii-replacements.txt and author-mailmap.txt to tracked templates
(.template.txt), gitignore real files containing actual PII values
- Real PII files remain local/untracked for git-filter-repo operations
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Fix 3 more placeholder verification commands in 01-02-PLAN.md (verify block, checkpoint, and final verification sections) - Fix mailmap template format: use proper git-mailmap syntax with angle brackets around emails to prevent format errors on fill-in - Remove full API token from verification grep pattern in plan doc Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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⚠️ Outside diff range comments (1)
.planning/phases/01-git-history-scrub-security-foundation/01-02-PLAN.md (1)
60-144:⚠️ Potential issue | 🟠 MajorDo not commit real PII expressions/mailmap to main.
Task 1 currently instructs committing files that (by design) contain real PII; that reintroduces sensitive data into the repo and conflicts with the “private/untracked” note.
🔒 Suggested plan text adjustment
- <files> - scripts/qa/pii-replacements.txt - scripts/qa/author-mailmap.txt - </files> + <files> + scripts/qa/pii-replacements.template.txt + scripts/qa/author-mailmap.template.txt + </files> @@ - Commit both files to main before proceeding to Task 2: + Commit only the template files to main. Keep the real files untracked (or outside the repo) and copy them into /tmp when running git-filter-repo: ```bash - git add scripts/qa/pii-replacements.txt scripts/qa/author-mailmap.txt + git add scripts/qa/pii-replacements.template.txt scripts/qa/author-mailmap.template.txt git commit -m "security(01-02): add PII replacement expressions and author mailmap
🤖 Fix all issues with AI agents
In @.planning/phases/01-git-history-scrub-security-foundation/01-01-PLAN.md:
- Around line 120-130: Replace the commented “For spreadsheet IDs...” line in
01-01-PLAN.md with an explicit verification command that searches tracked files
for Google Sheets IDs: run git ls-files piped into xargs grep -lE using a regex
that matches typical Sheets IDs (the long URL-safe
alphanumeric/hyphen/underscore token used in sheet URLs) and count matches (same
style as the other checks using wc -l), and ensure the command excludes the
{user_name} template token; update the block so the phrase "For spreadsheet IDs,
employer names, and personal names:" is followed by this concrete grep command
rather than a comment.
🧹 Nitpick comments (2)
scripts/qa/pii-replacements.template.txt (1)
28-31: Add a format-based Sheets ID regex to avoid misses.Right now only a literal placeholder is listed; a regex catch-all helps scrub historical variations.
♻️ Proposed update
# === HIGH: Google Sheets Spreadsheet ID === # Replace with actual 44-character spreadsheet ID literal:<YOUR_SPREADSHEET_ID>==>REDACTED_SPREADSHEET_ID +regex:[A-Za-z0-9_-]{44}==>REDACTED_SPREADSHEET_ID.planning/phases/01-git-history-scrub-security-foundation/01-03-PLAN.md (1)
77-83: Clarify that the private config containing real names must not be committed to the repository.The plan correctly states rules 3–5 source actual names from a "private config," but this should be explicit: the private config must be stored outside the repository (e.g., in CI secrets or a secure location) and loaded at runtime via
GITLEAKS_CONFIGenvironment variable or--configflag. Gitleaks supports this pattern natively, so clarify the implementation approach in the plan—e.g., how the CI/pre-commit hook will inject the private config path or inline content.
Phase 03: Onboarding Wizard - Implementation decisions documented - Phase boundary established Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Phase 08: Rolling Tracker & Hedge Sizer - Implementation decisions documented across 4 areas - Phase boundary established Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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Actionable comments posted: 1
🤖 Fix all issues with AI agents
In @.planning/phases/03-onboarding-wizard/03-CONTEXT.md:
- Around line 27-36: Clarify that "required" applies to sections (e.g., "8 total
sections" and "Broker selection and env setup" must be visited) but not
necessarily to guaranteeing non-null values for every individual field: update
the "Validation and error handling" block to state that "required" means the
user must attempt the field (must be presented and retried up to 3 times), after
3 failed attempts the system may offer to skip the field and persist a null
value (matching the existing "Skipped required fields stored as null" behavior),
and make explicit that the summary will show "Not provided" and agents must
handle nulls; reference the headings "8 total sections", "Broker selection and
env setup", and the "Validation and error handling" subsection so implementers
know where to change the wording.
Comment on lines
+27
to
+36
| - **8 total sections** — all sections are required entry (user must go through each one) | ||
| - Within each section, individual questions can be optional (e.g., account structure description, focus areas) | ||
| - Broker selection and env setup are **both required** sections (not skippable) | ||
| - At summary/review: if user says "something's wrong", show numbered section list — user picks which section to redo, only that section re-runs, then back to summary | ||
|
|
||
| ### Validation and error handling | ||
| - **Inline correction with example** on validation failure: "That doesn't look like a dollar amount. Try: 25000, $25,000, or 25k" | ||
| - **Retry counter visible**: "Invalid input (attempt 2/3). Try: $25,000" | ||
| - After 3 failed attempts on a required field: offer skip with `(y/n)` prompt | ||
| - Skipped required fields stored as **null** — summary shows "Not provided", agents handle missing data gracefully |
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Clarify “required” vs “skippable” field semantics.
Line 27 says all sections are required, but Lines 35–36 allow skipping required fields after retries. This is ambiguous for implementation and UX; please specify whether “required” means “must attempt” or “must provide a non-null value.”
🤖 Prompt for AI Agents
In @.planning/phases/03-onboarding-wizard/03-CONTEXT.md around lines 27 - 36,
Clarify that "required" applies to sections (e.g., "8 total sections" and
"Broker selection and env setup" must be visited) but not necessarily to
guaranteeing non-null values for every individual field: update the "Validation
and error handling" block to state that "required" means the user must attempt
the field (must be presented and retried up to 3 times), after 3 failed attempts
the system may offer to skip the field and persist a null value (matching the
existing "Skipped required fields stored as null" behavior), and make explicit
that the summary will show "Not provided" and agents must handle nulls;
reference the headings "8 total sections", "Broker selection and env setup", and
the "Validation and error handling" subsection so implementers know where to
change the wording.
- Remove real account numbers, spreadsheet IDs, LLC names, employer
names, personal names, email addresses, and domain names from:
- 01-RESEARCH.md (14 PII patterns replaced with placeholders)
- 01-01-SUMMARY.md (12 PII patterns replaced)
- 01-02-PLAN.md (remaining domain references)
- 4 plaid-dashboard docs (support@ email references)
- Full sweep confirms zero PII matches across all tracked files
- Format-based regex patterns (Z0\d{7,}) preserved as detection tools
- Truncated token refs (9424526a...) preserved as non-exploitable
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Phase 09: SQQQ vs Puts Comparison - Interactive scenario selector with presets + custom - Both sudden and gradual simulation modes with disclaimers - Rich table output with recommendation and per-scenario confidence - VIX-based IV expansion with historical backtest validation - Black-Scholes + intrinsic floor for American puts Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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.planning/phases/01-git-history-scrub-security-foundation/01-RESEARCH.md (1)
21-21:⚠️ Potential issue | 🟡 MinorAlign gitleaks version references.
The “Standard Stack” lists v8.28.0 but the pre-commit example pins v8.24.2. That mismatch may lead to confusion. Pick one version (preferably the latest validated in this doc) and use it consistently.
🔧 Example alignment
- rev: v8.24.2 + rev: v8.28.0Also applies to: 280-280
🤖 Fix all issues with AI agents
In @.planning/phases/01-git-history-scrub-security-foundation/01-01-SUMMARY.md:
- Around line 164-168: Elevate the concern about needing both template variables
and original PII values in the git-filter-repo expressions into a tracked
decision and action: create DEC-01-01-05 that specifies how original PII
patterns will be captured and accessed securely for Plan 02, add a
blocker/action item in Plan 02 metadata referencing that decision, and document
the secure storage location and access controls for the original PII patterns
(e.g., private config or secure notes) so the git-filter-repo expressions file
can reference both template names and the literal PII patterns during history
scrubbing.
- Around line 144-154: The SUMMARY notes 58 literal occurrences of the username
"ossieirondi" under .planning that will be removed in Plan 02, but you should
proactively sanitize tracked files now: search all .planning/* (including
.planning/phases/**, .planning/codebase/CONCERNS.md, CONVENTIONS.md, TESTING.md,
.planning/research/ARCHITECTURE.md, PITFALLS.md,
.dev/specs/archive/finance-guru-tui-v0.1-revised.md, docs/api-keys.md,
fin-guru/tasks/load-portfolio-context.md and this SUMMARY.md) and replace
literal OS-level path username instances with a neutral placeholder like
{OS_USERNAME} or OS_USERNAME, commit the replacements, and add a note in
SUMMARY.md mentioning the placeholder change and that Plan 02 (git-filter-repo)
will still scrub history; ensure .gitignore is updated if any generated files
containing usernames should remain untracked.
In @.planning/phases/01-git-history-scrub-security-foundation/01-02-PLAN.md:
- Around line 72-110: The plan currently lists placeholder patterns (e.g.,
literal:<REAL_ACCOUNT_NUMBER>, literal:<REAL_API_TOKEN>) and references PRIVATE
scripts/qa/pii-replacements.txt and pii-replacements.template.txt but doesn't
instruct when to substitute real values or whether to commit them; add a clear
pre-execution step that instructs the operator to populate
scripts/qa/pii-replacements.txt from a private, untracked source (replacing ALL
placeholders like <REAL_...>, <AMOUNT_...>, <OLD_...> with actual literal values
or working regexes) before running git-filter-repo, and add an explicit commit
rule (do NOT commit files containing real PII or populated
pii-replacements.txt/author-mailmap.txt to the repo—only commit template files;
keep actual replacements in a private, untracked location).
- Around line 155-157: The verification currently only checks for replacement
target markers and misses literal placeholder tokens; update the verification
step to fail if placeholder tokens remain by adding negative checks against
scripts/qa/pii-replacements.txt and scripts/qa/author-mailmap.txt for tokens
like "<REAL_", "<AMOUNT_", "<OLD_", "<EMPLOYER_" (use grep -E to detect and fail
on matches), and also add a sanity check that counts replacement entries in
scripts/qa/pii-replacements.txt (e.g., count occurrences of "literal:" or
"regex:") and fail if the count is below the expected threshold (adjust
threshold to your config) so an empty/broken ruleset cannot pass; modify the
verification script where grep
"REDACTED_ACCOUNT"/"REDACTED_API_TOKEN"/"dev@example.com" are checked to include
these new placeholder-detection and pattern-count checks.
- Around line 196-201: The verification step uses a non-executable placeholder
"<ACTUAL_PII_VALUES_FROM_PRIVATE_CONFIG>" causing the critical check
(SPECIFIC_COUNT) to be unusable; replace the placeholder with a pattern builder
that reads your private pii-replacements.txt, extracts lines beginning with
"literal:", maps them to the plain literal values, joins them with '|' into a
PATTERNS variable, and then use PATTERNS in the SPECIFIC_COUNT calculation
(i.e., set PATTERNS from pii-replacements.txt and change SPECIFIC_COUNT to grep
-ciE "$PATTERNS" || true); apply the same replacement to the other verification
blocks that set SPECIFIC_COUNT at the other occurrences so all checks are
executable and use the extracted literals from pii-replacements.txt.
- Around line 244-246: Replace the non-executable grep placeholder
"<OLD_EMAIL_DOMAINS>" with a concrete regex of old domains in the git log check
(i.e., change the grep -E pattern used with git log --all --format='%ae' to a
parenthesized alternation like (olddomain1\.com|olddomain2\.com));
alternatively, if you canonicalized identities via .mailmap, change the block to
compute CANONICAL_COUNT by grepping for the canonical email (from git log --all
--format='%ae') and compare it to TOTAL_COMMITS (from git rev-list --all
--count) to ensure all commits use the canonical identity; update the three
affected blocks that reference "<OLD_EMAIL_DOMAINS>" (the grep pattern) and the
alternative CANONICAL_COUNT/TOTAL_COMMITS verification accordingly.
In @.planning/phases/01-git-history-scrub-security-foundation/01-RESEARCH.md:
- Around line 85-86: Replace all occurrences of the inconsistent LLC
placeholders so they use a single canonical token (preferably <LLC_NAME_2> if
that's what's in the replacements list) — update instances of <LLC_FULL_NAME_2>
to <LLC_NAME_2> across the document, including PATTERNS and example blocks
referenced, and verify the replacements list and any grep/replace templates all
reference the same placeholder (<LLC_NAME_2>) to prevent pattern drift.
- Line 9: Replace every literal occurrence of the employer name "CBN" in this
markdown with a consistent placeholder such as "<EMPLOYER_2>" (or the
project-standard "{employer_name}"); search for the exact token "CBN" and update
each instance to the chosen placeholder, preserving surrounding
punctuation/formatting and keeping the placeholder style consistent across the
document (e.g., replace "CBN" -> "<EMPLOYER_2>" in all sections that currently
reference the employer).
In `@apps/plaid-dashboard/docs/access-control-policy.md`:
- Around line 328-330: Section 14 currently uses non-functional placeholder
emails for "Security Inquiries", "Access Requests", and "Incident Reporting";
replace each "support@example.com" with a template variable (e.g.,
{support_email}) consistent with other docs and add a short documentation note
under Section 14 pointing readers to the canonical contact source (internal
directory or environment/configuration where {support_email} is defined) or
instruct maintainers to keep a separate internal version with real addresses so
the policy remains operational for incident triage.
In `@apps/plaid-dashboard/README.md`:
- Line 233: Replace the non-functional placeholder contact email under the
"Email:" contact line in README.md by either substituting a template variable
like {support_email} or adding a short note pointing readers to the real contact
location (e.g., "See project docs or website for current privacy contact") so
the stated "Within 5 business days" response promise can be acted on; update the
"Email:" line accordingly and ensure any CI or docs build that consumes
{support_email} is documented or linked.
- Line 215: Replace the non-functional placeholder email "support@example.com"
in the Privacy Policy/README entry with a configurable template variable (e.g.,
"{support_email}" or an env var reference like "${SUPPORT_EMAIL}") and update
the surrounding text to explain where the real contact is configured (e.g.,
point to site settings or deployment env var), so users can find/submit data
deletion requests using the actual support email; locate the occurrence of
"support@example.com" in the Privacy Policy/README and make the substitution and
short explanatory note.
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| ## Remaining <FIRST_NAME>/<LAST_NAME> References (Documented Exceptions) | ||
|
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||
| 14 files contain `ossieirondi` ONLY in OS-level path context (`/Users/ossieirondi/...`). Per plan instructions, these are excluded from working tree cleanup and will be handled by git-filter-repo in Plan 02: | ||
| - .planning/codebase/CONCERNS.md, CONVENTIONS.md, TESTING.md (codebase reference paths) | ||
| - .planning/phases/11-*/11-01-PLAN.md through 11-03-PLAN.md (execution commands) | ||
| - .planning/phases/12-*/12-01-PLAN.md through 12-03-PLAN.md (execution commands) | ||
| - .planning/research/ARCHITECTURE.md, PITFALLS.md (source file references) | ||
| - .dev/specs/archive/finance-guru-tui-v0.1-revised.md (alias command) | ||
| - docs/api-keys.md (file move command) | ||
| - fin-guru/tasks/load-portfolio-context.md (directory commands) | ||
|
|
Contributor
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🧩 Analysis chain
🏁 Script executed:
#!/bin/bash
# 1. Check if .planning/ is in .gitignore
echo "=== Checking .gitignore for .planning/ ==="
if [ -f .gitignore ]; then
rg '\.planning' .gitignore -n || echo "No .planning/ pattern found in .gitignore"
else
echo ".gitignore not found"
fi
# 2. Check the actual file and verify the literal username on lines 144-154
echo -e "\n=== Checking target file lines 144-154 ==="
if [ -f ".planning/phases/01-git-history-scrub-security-foundation/01-01-SUMMARY.md" ]; then
sed -n '144,154p' ".planning/phases/01-git-history-scrub-security-foundation/01-01-SUMMARY.md"
else
echo "File not found at expected path"
fi
# 3. Check for all occurrences of the literal username in .planning/
echo -e "\n=== Counting occurrences of 'ossieirondi' in .planning/ ==="
rg 'ossieirondi' .planning/ --type md 2>/dev/null | wc -l
echo "Files containing 'ossieirondi':"
rg 'ossieirondi' .planning/ --type md --files-with-matches 2>/dev/null | head -20
# 4. Check if .planning is in git (to see if it's actually tracked)
echo -e "\n=== Git status of .planning/ ==="
git ls-files .planning/ 2>/dev/null | head -5 && echo "... (.planning/ IS in git index)" || echo ".planning/ not in git index"
# 5. Check for .gitignore rules more broadly
echo -e "\n=== Full .gitignore content ==="
cat .gitignore 2>/dev/null || echo ".gitignore not found"Repository: AojdevStudio/Finance-Guru
Length of output: 3830
Literal PII across planning documentation requires systematic remediation—58 occurrences tracked in git.
The concern is valid and broader than the single line flagged. The literal username "ossieirondi" appears 58 times across 11+ planning files within .planning/, and the directory is tracked in git without exclusion (not in .gitignore). While these occurrences are in OS-level path context as documented in the SUMMARY, having literal PII systematically present in tracked files poses a risk if the repository becomes public or is widely shared.
The SUMMARY correctly notes that Plan 02 (git-filter-repo) will handle cleanup, but proactively replacing the literal username with a placeholder pattern (e.g., {username} or OS_USERNAME) throughout .planning/ would:
- Reduce PII exposure in the current tracked state
- Serve as a template for others to follow
- Ensure the planning documents themselves don't leak credentials
Affected files include all phase execution commands (11-* and 12-*), codebase documentation (CONCERNS.md, CONVENTIONS.md, TESTING.md), and the summary itself.
🤖 Prompt for AI Agents
In @.planning/phases/01-git-history-scrub-security-foundation/01-01-SUMMARY.md
around lines 144 - 154, The SUMMARY notes 58 literal occurrences of the username
"ossieirondi" under .planning that will be removed in Plan 02, but you should
proactively sanitize tracked files now: search all .planning/* (including
.planning/phases/**, .planning/codebase/CONCERNS.md, CONVENTIONS.md, TESTING.md,
.planning/research/ARCHITECTURE.md, PITFALLS.md,
.dev/specs/archive/finance-guru-tui-v0.1-revised.md, docs/api-keys.md,
fin-guru/tasks/load-portfolio-context.md and this SUMMARY.md) and replace
literal OS-level path username instances with a neutral placeholder like
{OS_USERNAME} or OS_USERNAME, commit the replacements, and add a note in
SUMMARY.md mentioning the placeholder change and that Plan 02 (git-filter-repo)
will still scrub history; ensure .gitignore is updated if any generated files
containing usernames should remain untracked.
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|
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| **Ready for Plan 02:** The working tree HEAD is now PII-free. Plan 02 (git-filter-repo) can proceed to scrub the git history. The 01-RESEARCH.md file and OS-level path references will be handled by git-filter-repo's expressions file. | ||
|
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||
| **Blockers:** None. | ||
| **Concerns:** The git-filter-repo expressions file (Plan 02) should include patterns for both the template variable names AND the original PII values, since the expressions file in the plan documentation now uses template variables instead of literal PII values. |
Contributor
There was a problem hiding this comment.
🛠️ Refactor suggestion | 🟠 Major
Elevate the git-filter-repo expressions concern to a tracked item.
The concern raised in line 168 about needing both template variables AND original PII values in the git-filter-repo expressions file is critical for Plan 02 execution. Without the original PII patterns, history scrubbing cannot be performed effectively.
Consider:
- Adding this as a formal decision (DEC-01-01-05) documenting how original PII values will be securely preserved for Plan 02
- Creating a tracked blocker or action item in Plan 02's metadata
- Documenting the secure storage location for the original PII patterns (e.g., private config file, secure notes)
📋 Suggested decision entry
+ - id: DEC-01-01-05
+ decision: "Preserve original PII patterns in secure private config for Plan 02 git-filter-repo expressions file"
+ rationale: "Plan documentation now uses template variables; original PII values must be available for git-filter-repo to scrub history effectively"🤖 Prompt for AI Agents
In @.planning/phases/01-git-history-scrub-security-foundation/01-01-SUMMARY.md
around lines 164 - 168, Elevate the concern about needing both template
variables and original PII values in the git-filter-repo expressions into a
tracked decision and action: create DEC-01-01-05 that specifies how original PII
patterns will be captured and accessed securely for Plan 02, add a
blocker/action item in Plan 02 metadata referencing that decision, and document
the secure storage location and access controls for the original PII patterns
(e.g., private config or secure notes) so the git-filter-repo expressions file
can reference both template names and the literal PII patterns during history
scrubbing.
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| ``` | ||
| # === CRITICAL: Account Numbers === | ||
| literal:Z05724592==>REDACTED_ACCOUNT | ||
| literal:<REAL_ACCOUNT_NUMBER>==>REDACTED_ACCOUNT | ||
| regex:Z0\d{7,}==>REDACTED_ACCOUNT | ||
|
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||
| # === CRITICAL: API Tokens === | ||
| literal:9424526a719032acbe090cc883accedb1b7eb167e89f855d78a7a0fec0aaf441==>REDACTED_API_TOKEN | ||
| literal:<REAL_API_TOKEN>==>REDACTED_API_TOKEN | ||
|
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||
| # === HIGH: Google Sheets ID === | ||
| literal:1HtHRP3CbnOePb8RQ0RwzFYOQxk0uWC6L8ZMJeQYfWk4==>REDACTED_SPREADSHEET_ID | ||
| literal:<REAL_SPREADSHEET_ID>==>REDACTED_SPREADSHEET_ID | ||
|
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||
| # === HIGH: LLC Names === | ||
| literal:MaryFinds LLC==>REDACTED_LLC | ||
| literal:KC Ventures Consulting Group LLC==>REDACTED_LLC | ||
| literal:KC Ventures==>REDACTED_LLC | ||
| literal:<REAL_LLC_NAME> LLC==>REDACTED_LLC | ||
| literal:<REAL_LLC_SHORT>==>REDACTED_LLC | ||
|
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||
| # === MEDIUM: Employer Names === | ||
| literal:Avanade==>REDACTED_EMPLOYER | ||
| literal:<REAL_EMPLOYER_NAME>==>REDACTED_EMPLOYER | ||
|
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||
| # === MEDIUM: Personal Names === | ||
| literal:Ossie Irondi==>REDACTED_NAME | ||
| literal:Ossie==>REDACTED_NAME | ||
| literal:<REAL_FULL_NAME>==>REDACTED_NAME | ||
| literal:<REAL_FIRST_NAME>==>REDACTED_NAME | ||
|
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||
| # === HIGH: Email Addresses (in content, not author -- author handled by mailmap) === | ||
| literal:admin@kamdental.com==>redacted@example.com | ||
| literal:admin@unifiedental.com==>redacted@example.com | ||
| literal:<REAL_EMAIL_1>==>redacted@example.com | ||
| literal:<REAL_EMAIL_2>==>redacted@example.com | ||
|
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||
| # === MEDIUM: Financial Amounts (from user-profile.yaml in history) === | ||
| literal:365139.76==>REDACTED_AMOUNT | ||
| literal:1712.68==>REDACTED_AMOUNT | ||
| literal:192000==>REDACTED_AMOUNT | ||
| literal:<AMOUNT_1>==>REDACTED_AMOUNT | ||
| literal:<AMOUNT_2>==>REDACTED_AMOUNT | ||
| literal:<AMOUNT_3>==>REDACTED_AMOUNT | ||
|
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||
| # === HIGH: File path patterns with account numbers === | ||
| regex:Balances_for_Account_Z\d+==>Balances_for_Account_REDACTED | ||
| regex:History_for_Account_Z\d+==>History_for_Account_REDACTED | ||
| regex:Portfolio_Positions_\w+-\d+-\d+\.csv==>Portfolio_Positions_REDACTED.csv | ||
|
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| # NOTE: Actual PII values are in the PRIVATE (untracked) scripts/qa/pii-replacements.txt | ||
| # This plan shows the template format only. See pii-replacements.template.txt for structure. | ||
| ``` |
Contributor
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Critical operational ambiguity: placeholder instructions conflict with actual execution needs.
The task instructs to "Include ALL of these patterns" followed by placeholder-based entries like literal:<REAL_ACCOUNT_NUMBER>==>REDACTED_ACCOUNT, then notes at lines 108-109 that "actual PII values are in the PRIVATE (untracked) scripts/qa/pii-replacements.txt" and "this plan shows the template format only."
This creates a critical execution gap:
- An executor following the literal instructions in Task 1 would create
scripts/qa/pii-replacements.txtcontaining placeholder strings - Git-filter-repo would then search for the literal string
<REAL_ACCOUNT_NUMBER>(not actual account numbers) and miss all real PII - The plan doesn't specify when/how to substitute actual values from the "private" source
- Lines 136-144 instruct to commit the file, but don't clarify whether placeholders or actual values should be committed
Since this is a one-shot irreversible operation (as stated in line 37), failing to replace placeholders would permanently expose PII in the filtered repository.
Suggested fix:
Add an explicit pre-execution step before the code block:
**BEFORE creating the files:** Source the actual PII values from your private, untracked configuration (not stored in this repo). The patterns below show the template structure - replace ALL placeholder tokens (<REAL_...>, <AMOUNT_...>, <OLD_...>, etc.) with actual literal values or working regex patterns before proceeding.And clarify the commit instruction:
**IMPORTANT:** Do NOT commit the file with actual PII values to the main branch. Keep the actual pii-replacements.txt and author-mailmap.txt in a private, untracked location outside the repository. The templates in this plan are for structure reference only.🤖 Prompt for AI Agents
In @.planning/phases/01-git-history-scrub-security-foundation/01-02-PLAN.md
around lines 72 - 110, The plan currently lists placeholder patterns (e.g.,
literal:<REAL_ACCOUNT_NUMBER>, literal:<REAL_API_TOKEN>) and references PRIVATE
scripts/qa/pii-replacements.txt and pii-replacements.template.txt but doesn't
instruct when to substitute real values or whether to commit them; add a clear
pre-execution step that instructs the operator to populate
scripts/qa/pii-replacements.txt from a private, untracked source (replacing ALL
placeholders like <REAL_...>, <AMOUNT_...>, <OLD_...> with actual literal values
or working regexes) before running git-filter-repo, and add an explicit commit
rule (do NOT commit files containing real PII or populated
pii-replacements.txt/author-mailmap.txt to the repo—only commit template files;
keep actual replacements in a private, untracked location).
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| grep "REDACTED_ACCOUNT" scripts/qa/pii-replacements.txt # Must find account replacement rules | ||
| grep "REDACTED_API_TOKEN" scripts/qa/pii-replacements.txt # Must find API token replacement | ||
| grep "dev@example.com" scripts/qa/author-mailmap.txt # Must find canonical email mapping |
Contributor
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Verification doesn't catch placeholder usage.
The verification checks for replacement targets (REDACTED_ACCOUNT, REDACTED_API_TOKEN, dev@example.com) which would exist whether the source patterns are actual PII values or placeholders. This allows a broken configuration with unsubstituted placeholders to pass verification.
Add checks to ensure placeholders weren't committed:
# Ensure no placeholder tokens remain
grep -E "<REAL_|<AMOUNT_|<OLD_|<EMPLOYER_" scripts/qa/pii-replacements.txt && echo "FAIL: Placeholders found" || echo "PASS"
grep -E "<REAL_|<OLD_" scripts/qa/author-mailmap.txt && echo "FAIL: Placeholders found" || echo "PASS"
# Verify expected pattern count (adjust number based on actual config)
PATTERN_COUNT=$(grep -c "literal:\|regex:" scripts/qa/pii-replacements.txt)
test "$PATTERN_COUNT" -ge 20 && echo "PASS: $PATTERN_COUNT patterns" || echo "FAIL: Only $PATTERN_COUNT patterns"🤖 Prompt for AI Agents
In @.planning/phases/01-git-history-scrub-security-foundation/01-02-PLAN.md
around lines 155 - 157, The verification currently only checks for replacement
target markers and misses literal placeholder tokens; update the verification
step to fail if placeholder tokens remain by adding negative checks against
scripts/qa/pii-replacements.txt and scripts/qa/author-mailmap.txt for tokens
like "<REAL_", "<AMOUNT_", "<OLD_", "<EMPLOYER_" (use grep -E to detect and fail
on matches), and also add a sanity check that counts replacement entries in
scripts/qa/pii-replacements.txt (e.g., count occurrences of "literal:" or
"regex:") and fail if the count is below the expected threshold (adjust
threshold to your config) so an empty/broken ruleset cannot pass; modify the
verification script where grep
"REDACTED_ACCOUNT"/"REDACTED_API_TOKEN"/"dev@example.com" are checked to include
these new placeholder-detection and pattern-count checks.
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| # Build grep pattern from actual values in private scripts/qa/pii-replacements.txt | ||
| # Format: extract literal: values, join with | for grep -E alternation | ||
| SPECIFIC_COUNT=$(git log --all -p | grep -ciE "<ACTUAL_PII_VALUES_FROM_PRIVATE_CONFIG>" || true) | ||
| echo "Specific PII matches: $SPECIFIC_COUNT" | ||
| # MUST be 0. If not 0, DO NOT PROCEED. | ||
| ``` |
Contributor
There was a problem hiding this comment.
Non-executable verification code at critical decision gate.
Step 4 is marked as blocking ("MUST be 0. If not 0, DO NOT PROCEED"), but line 198 contains a placeholder <ACTUAL_PII_VALUES_FROM_PRIVATE_CONFIG> that cannot be executed as shell code. The comments acknowledge needing to "build grep pattern from actual values" but provide no implementation.
For a manual execution plan (autonomous: false), provide concrete instructions:
# Step 4: Verify scrub is complete
# Build grep pattern from your private pii-replacements.txt
# Extract all literal: patterns (excluding regex:) and join with |
PATTERNS=$(grep "^literal:" /path/to/private/pii-replacements.txt | \
sed 's/literal:\(.*\)==>.*/\1/' | \
paste -sd '|' -)
SPECIFIC_COUNT=$(git log --all -p | grep -ciE "$PATTERNS" || true)
echo "Specific PII matches: $SPECIFIC_COUNT"
# MUST be 0. If not 0, DO NOT PROCEED.This same fix applies to verification blocks at lines 239-242, 268-270, and 296-298.
🤖 Prompt for AI Agents
In @.planning/phases/01-git-history-scrub-security-foundation/01-02-PLAN.md
around lines 196 - 201, The verification step uses a non-executable placeholder
"<ACTUAL_PII_VALUES_FROM_PRIVATE_CONFIG>" causing the critical check
(SPECIFIC_COUNT) to be unusable; replace the placeholder with a pattern builder
that reads your private pii-replacements.txt, extracts lines beginning with
"literal:", maps them to the plain literal values, joins them with '|' into a
PATTERNS variable, and then use PATTERNS in the SPECIFIC_COUNT calculation
(i.e., set PATTERNS from pii-replacements.txt and change SPECIFIC_COUNT to grep
-ciE "$PATTERNS" || true); apply the same replacement to the other verification
blocks that set SPECIFIC_COUNT at the other occurrences so all checks are
executable and use the extracted literals from pii-replacements.txt.
| ## Summary | ||
|
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||
| This phase addresses a critical prerequisite for public release: the git history contains severe PII exposure across 157 commits. The audit found **1,645 matches** for the primary PII search pattern (`account|brokerage|Z057|net.worth|LLC`) in `git log --all -p`. Specific exposures include a real Fidelity brokerage account number (Z05724592), real financial data ($192K brokerage value, $365K mortgage, $500K net worth), LLC names (MaryFinds LLC, KC Ventures Consulting Group LLC), employer names (Avanade, CBN), a Google Sheets spreadsheet ID (1HtHRP3CbnOePb8RQ0RwzFYOQxk0uWC6L8ZMJeQYfWk4), a Bright Data API token committed in .mcp.json, personal email addresses (admin@kamdental.com, admin@unifiedental.com), and the full Google Forms financial assessment CSV with detailed personal financial data. | ||
| This phase addresses a critical prerequisite for public release: the git history contains severe PII exposure across 157 commits. The audit found **1,645 matches** for the primary PII search pattern (`account|brokerage|Z057|net.worth|LLC`) in `git log --all -p`. Specific exposures include a real Fidelity brokerage account number (<ACCOUNT_ID>), real financial data ($192K brokerage value, $365K mortgage, $500K net worth), LLC names (<LLC_NAME_1> LLC, <LLC_FULL_NAME_2> LLC), employer names (<EMPLOYER_1>, CBN), a Google Sheets spreadsheet ID (<SPREADSHEET_ID>), a Bright Data API token committed in .mcp.json, personal email addresses (<EMAIL_1>, <EMAIL_2>), and the full Google Forms financial assessment CSV with detailed personal financial data. |
Contributor
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Replace the remaining literal employer name with a placeholder.
These sections still use CBN explicitly, which conflicts with the PR objective to remove hardcoded employer names. Use a placeholder (e.g., <EMPLOYER_2> or {employer_name}) consistently.
🔧 Example replacement
- employer names (<EMPLOYER_1>, CBN)
+ employer names (<EMPLOYER_1>, <EMPLOYER_2>)-literal:CBN==>REDACTED_EMPLOYER_2
+literal:<EMPLOYER_2>==>REDACTED_EMPLOYER_2-regex = '''\b(<EMPLOYER_1>|CBN)\b'''
-keywords = ["<EMPLOYER_1>", "CBN"]
+regex = '''\b(<EMPLOYER_1>|<EMPLOYER_2>)\b'''
+keywords = ["<EMPLOYER_1>", "<EMPLOYER_2>"]Also applies to: 88-90, 153-155, 209-213, 387-387
🤖 Prompt for AI Agents
In @.planning/phases/01-git-history-scrub-security-foundation/01-RESEARCH.md at
line 9, Replace every literal occurrence of the employer name "CBN" in this
markdown with a consistent placeholder such as "<EMPLOYER_2>" (or the
project-standard "{employer_name}"); search for the exact token "CBN" and update
each instance to the chosen placeholder, preserving surrounding
punctuation/formatting and keeping the placeholder style consistent across the
document (e.g., replace "CBN" -> "<EMPLOYER_2>" in all sections that currently
reference the employer).
Comment on lines
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| literal:<LLC_FULL_NAME_2> LLC==>REDACTED_LLC_2 | ||
|
|
Contributor
There was a problem hiding this comment.
Fix inconsistent LLC placeholders to avoid pattern drift.
<LLC_FULL_NAME_2> and <LLC_NAME_2> are mixed across examples and PATTERNS. This will cause grep and replacement lists to diverge. Standardize on one placeholder throughout (ideally the one used in the replacements list).
🔧 Example alignment
-PATTERNS="<ACCOUNT_ID>|<LLC_NAME_1> LLC|<LLC_NAME_2>|<SPREADSHEET_ID>|<EMAIL_1>|<EMAIL_2>"
+PATTERNS="<ACCOUNT_ID>|<LLC_NAME_1> LLC|<LLC_FULL_NAME_2> LLC|<SPREADSHEET_ID>|<EMAIL_1>|<EMAIL_2>"Also applies to: 147-148, 320-320, 384-385
🤖 Prompt for AI Agents
In @.planning/phases/01-git-history-scrub-security-foundation/01-RESEARCH.md
around lines 85 - 86, Replace all occurrences of the inconsistent LLC
placeholders so they use a single canonical token (preferably <LLC_NAME_2> if
that's what's in the replacements list) — update instances of <LLC_FULL_NAME_2>
to <LLC_NAME_2> across the document, including PATTERNS and example blocks
referenced, and verify the replacements list and any grep/replace templates all
reference the same placeholder (<LLC_NAME_2>) to prevent pattern drift.
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| **Security Inquiries:** support@example.com | ||
| **Access Requests:** support@example.com | ||
| **Incident Reporting:** support@example.com (Subject: SECURITY) |
Contributor
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Non-functional contact emails in operational policy document.
Replacing the contact emails with support@example.com renders Section 14 non-functional for its stated purposes (security inquiries, access requests, incident reporting). This creates a gap in operational procedures and potentially compliance requirements, as security policies typically require accessible contact methods.
Consider these alternatives:
- Use template variables (e.g.,
{support_email}) consistent with other PR changes - Add a documentation note directing readers to an actual contact source
- Maintain functional contact info in internal policy documents separate from public-facing materials
🤖 Prompt for AI Agents
In `@apps/plaid-dashboard/docs/access-control-policy.md` around lines 328 - 330,
Section 14 currently uses non-functional placeholder emails for "Security
Inquiries", "Access Requests", and "Incident Reporting"; replace each
"support@example.com" with a template variable (e.g., {support_email})
consistent with other docs and add a short documentation note under Section 14
pointing readers to the canonical contact source (internal directory or
environment/configuration where {support_email} is defined) or instruct
maintainers to keep a separate internal version with real addresses so the
policy remains operational for incident triage.
| To delete your data: | ||
| 1. Disconnect your bank accounts in the dashboard | ||
| 2. Contact support@unifiedental.com for full data removal | ||
| 2. Contact support@example.com for full data removal |
Contributor
There was a problem hiding this comment.
Data deletion contact is non-functional.
This email address is part of a data deletion procedure in the Privacy Policy section. Using a non-functional placeholder (support@example.com) prevents users from exercising their data deletion rights, which may create GDPR/CCPA compliance concerns.
Consider using a template variable like {support_email} or clearly documenting where users can find actual contact information.
🤖 Prompt for AI Agents
In `@apps/plaid-dashboard/README.md` at line 215, Replace the non-functional
placeholder email "support@example.com" in the Privacy Policy/README entry with
a configurable template variable (e.g., "{support_email}" or an env var
reference like "${SUPPORT_EMAIL}") and update the surrounding text to explain
where the real contact is configured (e.g., point to site settings or deployment
env var), so users can find/submit data deletion requests using the actual
support email; locate the occurrence of "support@example.com" in the Privacy
Policy/README and make the substitution and short explanatory note.
|
|
||
| For privacy questions or data requests: | ||
| - **Email:** support@unifiedental.com | ||
| - **Email:** support@example.com |
Contributor
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Privacy contact email is non-functional.
The contact section promises a response time "Within 5 business days" but provides a non-functional placeholder email. This creates a gap between the stated privacy rights and the ability to exercise them.
For public distribution, consider either:
- Using a template variable (e.g.,
{support_email}) - Adding a note indicating where to find actual contact information
- Maintaining functional contact info if this README will be used operationally
🤖 Prompt for AI Agents
In `@apps/plaid-dashboard/README.md` at line 233, Replace the non-functional
placeholder contact email under the "Email:" contact line in README.md by either
substituting a template variable like {support_email} or adding a short note
pointing readers to the real contact location (e.g., "See project docs or
website for current privacy contact") so the stated "Within 5 business days"
response promise can be acted on; update the "Email:" line accordingly and
ensure any CI or docs build that consumes {support_email} is documented or
linked.
Accept deletion of CLAUDE.src.md (content compressed into CLAUDE.md). Incorporate main's skills index, roadmap updates, and planning files. Co-Authored-By: AOJDevStudio
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Summary
Replaces all hardcoded personally identifiable information (PII) in tracked files with template variables to prepare the codebase for public distribution. This is Phase 1, Plan 1 of the git history scrub and security foundation work.
Key Changes
Account & Financial Data:
Z05724592with{account_id}in file patterns and documentation1HtHRP3CbnOePb8RQ0RwzFYOQxk0uWC6L8ZMJeQYfWk4with{spreadsheet_id}in all referencesBalances_for_Account_{account_id}.csv,History_for_Account_{account_id}.csvPersonal References:
Ossie Irondi,Ossie) with{user_name}template variable in code, configs, and documentationAvanade,CBN) with{employer_name}template variable in 401(k) and employer-specific contextsuser@example.com,example.com)Configuration & Documentation:
.gitignoreto broadly protect**/user-profile.yamland.onboarding-progress.jsonacross the repo tree{llc_name}template variable for LLC referencesFiles Modified:
Implementation Details
/Users/ossieirondi/are preserved; they will be handled by git-filter-repo in Plan 2{account_id},{spreadsheet_id},{user_name},{employer_name},{llc_name}) across all filesVerification
All tracked files have been verified to contain zero instances of:
This prepares the working tree for Plan 2 (git-filter-repo history rewrite) and enables safe public distribution of the codebase.
https://claude.ai/code/session_01KiPrHmGkkTMDVX9R5sXbNh
Summary by CodeRabbit
Documentation
Chores