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Claude Opus 5.5
Add Finipher US Tax document classifier dataset v1.1.0
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"""Turn document items into extracted-text rows.
A document is a list of items: ``("line", text)``, ``("kv", label, value)`` or
``("table", header, rows)``. A layout decides how the items become text, the
way different PDF extractors (PyMuPDF, pdftotext -raw, Docling markdown, a
CSV export) print the same page. Title lines are tagged so a row can be
rendered with the title on top, at the bottom (footer-only form IDs), or not
at all (cropped scans), which forces the content to carry the label.
"""
from __future__ import annotations
import random
import re
from specs import COINS, EXTRA_POOLS, FIRST, LAST, MAKES, SECURITIES, STREETS, CITIES
import specs
FORM_LAYOUTS = ["stacked", "inline", "columns", "boxed", "flat", "markdown"]
STATEMENT_LAYOUTS = ["stacked", "inline", "columns", "csv", "flat", "markdown"]
TITLE = "title"
# ── Values ──────────────────────────────────────────────────────────────────
def money(rng: random.Random, low: float, high: float, dollar: float = 0.5) -> str:
"""Return a formatted amount, sometimes with a dollar sign."""
value = rng.uniform(low, high)
text = f"{value:,.2f}"
return ("$" + text) if rng.random() < dollar else text
def date(rng: random.Random, year: int) -> str:
"""Return a date in one of the formats statements print."""
m, d = rng.randint(1, 12), rng.randint(1, 28)
style = rng.randrange(4)
if style == 0:
return f"{m:02d}/{d:02d}/{year}"
if style == 1:
return f"{year}-{m:02d}-{d:02d}"
months = ["January", "February", "March", "April", "May", "June", "July", "August", "September",
"October", "November", "December"]
if style == 2:
return f"{months[m - 1]} {d}, {year}"
return f"{m}/{d}/{str(year)[2:]}"
def person(rng: random.Random) -> str:
"""Return an invented full name."""
middle = f" {rng.choice('ABCDEJKLMRS')}." if rng.random() < 0.3 else ""
return f"{rng.choice(FIRST)}{middle} {rng.choice(LAST)}"
def address(rng: random.Random) -> tuple[str, str]:
"""Return an invented street line and city line."""
city, state = rng.choice(CITIES)
return f"{rng.randint(10, 9899)} {rng.choice(STREETS)}", f"{city}, {state} {rng.randint(10000, 99999)}"
def masked(rng: random.Random, digits: int = 4) -> str:
"""Return a masked account or TIN tail."""
return rng.choice(["XXX-XX-", "***-**-", "XXXXX", "****", "ending in "]) + "".join(
rng.choice("0123456789") for _ in range(digits))
def ein(rng: random.Random) -> str:
"""Return an invented EIN."""
return f"{rng.randint(10, 98)}-{rng.randint(1000000, 9999999)}"
def pool(name: str) -> list[str]:
"""Return a named organization pool from specs."""
return EXTRA_POOLS.get(name) or getattr(specs, name)
def box_value(rng: random.Random, kind: str, year: int) -> str | None:
"""Return a value for one IRS box kind; None leaves the box blank."""
if kind == "money":
return money(rng, 800, 140000)
if kind == "small_money":
return money(rng, 3, 9500)
if kind == "big_money":
return money(rng, 80000, 650000)
if kind == "zero":
return rng.choice(["0.00", "$0.00", "", "", None])
if kind == "signed":
v = rng.uniform(-9000, 30000)
return f"({abs(v):,.2f})" if v < 0 and rng.random() < 0.5 else f"{v:,.2f}"
if kind == "date":
return date(rng, year - rng.choice([0, 0, 1, 3]))
if kind == "text_year":
return str(year)
if kind == "code":
return f"{rng.choice(['D', 'DD', 'W', 'C', 'AA', 'V'])} {money(rng, 50, 9000, 0)}"
if kind == "check":
return rng.choice(["X", "☒", "[X]", "", "☐"])
if kind == "count":
return str(rng.randint(1, 999))
if kind == "state":
return f"{rng.choice(['IL', 'WI', 'OH', 'CO', 'MN', 'TX', 'GA', 'PA'])} {rng.randint(1000000, 9999999)}"
if kind == "percent":
return f"{rng.uniform(1, 100):.4f} %"
if kind == "wager":
return rng.choice(["Slots", "Keno", "Poker tournament", "Horse race", "Lottery"])
if kind == "dist_code":
return rng.choice(["7", "1", "G", "2", "4", "7D"])
if kind == "term":
return rng.choice(["Short-term", "Long-term", "X Short-term", "X Long-term"])
if kind == "security":
return rng.choice(SECURITIES)
if kind == "address":
return " ".join(address(rng))
if kind == "one":
return "1"
if kind == "code1":
return rng.choice(["1", "2", "A", "F", "G"])
if kind == "hsa":
return "HSA ☒"
if kind == "debt":
return rng.choice(["Credit card", "Personal loan", "Auto loan deficiency"])
if kind == "coin":
return rng.choice(COINS)
if kind == "units":
return f"{rng.uniform(0.01, 40):.6f}"
if kind == "make":
return rng.choice(MAKES)[0]
if kind == "model":
return rng.choice(MAKES)[1]
if kind == "vin":
return "".join(rng.choice("ABCDEFGHJKLMNPRSTUVWXYZ0123456789") for _ in range(17))
if kind == "yesno":
return rng.choice(["Yes ☐ No ☒", "No"])
if kind == "ira":
return rng.choice(["IRA ☒", "Roth IRA ☒", "SEP ☒"])
if kind == "origin":
return rng.choice(["A", "B", "C", "D"])
if kind == "person":
return person(rng)
if kind == "offer":
return rng.choice(["1A", "1E", "1H"])
if kind == "safe":
return rng.choice(["2C", "2D", "2H"])
if kind == "month":
return f"{rng.randint(1, 12):02d}"
if kind == "voucher":
return str(rng.randint(1, 4))
if kind == "due":
return rng.choice([f"April 15, {year}", f"June 15, {year}", f"Sept. 15, {year}", f"Jan. 15, {year + 1}"])
if kind == "explain":
return rng.choice(["Received a corrected Form 1099-DIV after filing.", "Claimed a missed education credit.",
"Reported omitted interest income."])
if kind == "classification":
return rng.choice(["☒ Individual/sole proprietor", "☒ C corporation", "☒ Limited liability company P",
"☒ S corporation"])
if kind == "goods":
return rng.choice(["Household furniture, good condition", "Clothing, 6 bags, good used", "Laptop computer, fair"])
if kind == "how":
return rng.choice(["Purchase", "Gift", "Inheritance"])
if kind == "fmv":
return rng.choice(["Thrift shop value", "Comparable sales", "Appraisal"])
return None
# ── Forms → items ───────────────────────────────────────────────────────────
def compact_form_items(rng: random.Random, spec: dict, year: int) -> list[tuple]:
"""A short snippet of a form: one title line, short party lines, a few boxes.
Matches cropped photos, one-box summaries and preparer notes, where only a
handful of boxes survive extraction.
"""
form = spec["form"]
form_id = form if form.startswith(("SCHEDULE", "Schedule")) else f"Form {form}"
items: list[tuple] = [("title", f"{form_id} {spec['titles'][0]} {year}" if rng.random() < 0.6 else f"{form_id} {spec['titles'][0]}")]
if spec["payer_pool"]:
short = spec["parties"][0].split(" name")[0].split(",")[0].split("'")[0].strip() or "PAYER"
items.append(("kv", rng.choice([f"{short}:", f"{short}'S name:", "From:"]), rng.choice(pool(spec["payer_pool"]))))
items.append(("kv", rng.choice(["RECIPIENT:", "Recipient's name:", "To:"]), person(rng)))
else:
items.append(("kv", "Name:", person(rng)))
boxes = [b for b in spec["boxes"] if b[2] not in ("none", "zero")] or spec["boxes"]
for number, label, kind in rng.sample(boxes, k=min(len(boxes), rng.randint(1, 4))):
value = box_value(rng, kind, year) or "0.00"
items.append(("kv", f"{number} {label}".strip(), value))
return items
def form_items(rng: random.Random, spec: dict, year: int) -> list[tuple]:
"""Build the items of one IRS form copy; a quarter of rows are compact snippets."""
if rng.random() < 0.25:
return compact_form_items(rng, spec, year)
form = spec["form"]
form_id = form if form.startswith(("SCHEDULE", "Schedule")) else f"Form {form}"
items: list[tuple] = []
if rng.random() < 0.35:
items.append(("line", rng.choice(["CORRECTED (if checked)", "VOID CORRECTED", "☐ CORRECTED"])))
items.append(("title", form_id))
for title in spec["titles"]:
items.append(("title", title))
if rng.random() < 0.8:
items.append(("line", str(year) if rng.random() < 0.5 else f"For calendar year {year}"))
if spec["omb"] and rng.random() < 0.7:
items.append(("line", f"OMB No. {spec['omb']}"))
for copy in spec["copies"]:
if rng.random() < 0.6:
items.append(("line", copy))
payer_label, recipient_label, payer_tin, recipient_tin = spec["parties"]
payer = rng.choice(pool(spec["payer_pool"])) if spec["payer_pool"] else None
street, city = address(rng)
if payer:
p_street, p_city = address(rng)
items.append(("kv", payer_label, f"{payer} {p_street} {p_city}"))
items.append(("kv", payer_tin, ein(rng)))
items.append(("kv", recipient_label, person(rng)))
items.append(("kv", recipient_tin, masked(rng)))
if rng.random() < 0.7:
items.append(("kv", "Street address (including apt. no.)", street))
items.append(("kv", "City or town, state or province, country, and ZIP or foreign postal code", city))
if rng.random() < 0.4:
items.append(("kv", "Account number (see instructions)", masked(rng, 6)))
else:
items.append(("kv", payer_label, person(rng)))
items.append(("kv", recipient_label, f"{street} {city}"))
items.append(("kv", payer_tin, masked(rng)))
items.append(("line", recipient_tin))
for number, label, kind in spec["boxes"]:
if rng.random() < 0.15:
continue
value = box_value(rng, kind, year)
text = f"{number} {label}".strip()
items.append(("kv", text, value or ""))
if rng.random() < 0.6:
tail = f"Form {form.replace('Schedule ', '').replace('SCHEDULE ', '')}"
items.append(("title", f"{tail} (keep for your records) www.irs.gov/Form{re.sub('[^0-9A-Za-z]', '', spec['form'])}"))
items.append(("line", "Department of the Treasury - Internal Revenue Service"))
return items
# ── Layouts ─────────────────────────────────────────────────────────────────
def _gap(rng: random.Random) -> str:
return " " * rng.choice([1, 1, 2, 3, 6])
def _runs(items: list[tuple]) -> list[tuple[str, list]]:
"""Group consecutive items of the same type."""
runs: list[tuple[str, list]] = []
for item in items:
kind = "kv" if item[0] == "kv" else item[0]
if runs and runs[-1][0] == kind and kind == "kv":
runs[-1][1].append(item)
else:
runs.append((kind, [item]))
return runs
def render(rng: random.Random, items: list[tuple], layout: str, title_mode: str) -> str:
"""Render items with a layout; title_mode is top, bottom or none."""
titles = [i for i in items if i[0] == TITLE]
body = [i for i in items if i[0] != TITLE]
if title_mode == "top":
items = [("line", t[1]) for t in titles if "www.irs.gov" not in t[1]] + \
[i for i in body] + [("line", t[1]) for t in titles if "www.irs.gov" in t[1]]
items = _keep_order(items, titles, body)
elif title_mode == "bottom":
items = body + [("line", t[1]) for t in titles]
else:
items = body
lines: list[str] = []
for kind, run in _runs(items):
if kind == "line":
text = run[0][1]
lines.append(("## " + text) if layout == "markdown" and rng.random() < 0.3 else text)
elif kind == "table":
_, header, rows = run[0]
lines.extend(_table(rng, header, rows, layout))
else:
lines.extend(_kv(rng, [(r[1], r[2]) for r in run], layout))
if layout == "flat":
words = " ".join(l for l in lines if l).split()
cut = sorted(rng.sample(range(1, max(2, len(words))), k=min(2, max(0, len(words) - 2))))
parts, start = [], 0
for c in cut + [len(words)]:
parts.append(" ".join(words[start:c]))
start = c
return "\n".join(p for p in parts if p)
return "\n".join(lines).strip()
def _keep_order(items: list[tuple], titles: list[tuple], body: list[tuple]) -> list[tuple]:
"""Keep a CORRECTED marker above the title, as printed forms do."""
if body and body[0][0] == "line" and "CORRECTED" in body[0][1]:
return [body[0]] + [i for i in items if i is not body[0]]
return items
def _kv(rng: random.Random, pairs: list[tuple[str, str]], layout: str) -> list[str]:
if layout == "stacked":
out = []
for label, value in pairs:
out.append(label)
if value:
out.append(value)
return out
if layout in ("inline", "flat"):
return [f"{label}{_gap(rng)}{value}".rstrip() for label, value in pairs]
if layout == "columns":
return [p[0] for p in pairs] + [p[1] for p in pairs if p[1]]
if layout == "boxed":
prefix = rng.choice(["Box ", "", "Line "])
return [f"{prefix}{label}: {value}".rstrip(": ") if re.match(r"^[0-9]", label) else f"{label}: {value}"
for label, value in pairs]
if layout == "csv":
return [f"{_csv(label)},{_csv(value)}" for label, value in pairs]
out = ["| Field | Value |", "| --- | --- |"]
out += [f"| {label} | {value} |" for label, value in pairs]
return out
def _table(rng: random.Random, header: list[str], rows: list[list[str]], layout: str) -> list[str]:
if layout == "csv":
return [",".join(_csv(h) for h in header)] + [",".join(_csv(c) for c in r) for r in rows]
if layout == "markdown":
return ["| " + " | ".join(header) + " |", "|" + " --- |" * len(header)] + \
["| " + " | ".join(r) + " |" for r in rows]
if layout == "columns":
return header + [c for r in rows for c in r]
if layout == "stacked":
return [" ".join(header)] + [c for r in rows for c in r]
return [_gap(rng).join(header)] + [_gap(rng).join(r) for r in rows]
def _csv(value: str) -> str:
return f'"{value}"' if ("," in value or '"' in value) else value
# ── OCR noise ───────────────────────────────────────────────────────────────
SWAPS = [("0", "O"), ("1", "l"), ("rn", "m"), ("l", "1"), ("O", "0"), ("S", "5"), ("cl", "d"), ("e", "c"), ("i", "í")]
def ocr_noise(rng: random.Random, text: str) -> str:
"""Apply scan-like damage: swapped glyphs, lost spaces, split words."""
chars = list(text)
out = "".join(chars)
for _ in range(max(1, len(out) // 60)):
a, b = rng.choice(SWAPS)
idx = out.find(a, rng.randrange(max(1, len(out))))
if idx >= 0:
out = out[:idx] + b + out[idx + len(a):]
words = out.split(" ")
for _ in range(max(1, len(words) // 25)):
if len(words) > 3:
k = rng.randrange(len(words) - 1)
words[k] = words[k] + words.pop(k + 1)
out = " ".join(words)
if rng.random() < 0.3:
out = out.replace("$", "S", 1)
return out