Update app.py

app.py

@@ -2,6 +2,17 @@
 Planning Summary Audio Analyzer - Hugging Face Spaces App
 Analyzes audio recordings of planning conversations and generates 
 a structured Word document planning summary report using Google's Gemini API.
+
+CHANGELOG (corrections applied):
+  1. Treatment preference: added "conditional_comfort_care" option for nuanced cases
+  2. Beneficiary status: improved prompt guidance to distinguish account access from
+     formal beneficiary designation
+  3. Values vs. care preferences: clarified prompt so medical decision criteria are not
+     conflated with life meaning/joy
+  4. Personal items: added "no_specific_items" option (deliberate choice vs. indecision)
+  5. Name spelling: prompt now flags uncertain proper noun spellings with [verify spelling]
+  6. Next Steps section: driven by extracted data and topics discussed, not hardcoded
+  7. Prompt includes "topics_discussed" field so the report only covers relevant sections
 """
 
 import os
@@ -9,8 +20,6 @@ import re
 import json
 import time
 import tempfile
-import gradio as gr
-import google.generativeai as genai
 from docx import Document
 from docx.shared import Inches, Pt, Twips
 from docx.enum.text import WD_ALIGN_PARAGRAPH
@@ -18,6 +27,19 @@ from docx.enum.style import WD_STYLE_TYPE
 from docx.oxml.ns import qn
 from docx.oxml import OxmlElement
 
+# Defer heavy/optional imports so core logic is testable without them
+try:
+    import gradio as gr
+    HAS_GRADIO = True
+except ImportError:
+    HAS_GRADIO = False
+
+try:
+    import google.generativeai as genai
+    HAS_GENAI = True
+except ImportError:
+    HAS_GENAI = False
+
 # ============================================================================
 # EXTRACTION PROMPT
 # ============================================================================
@@ -25,20 +47,29 @@ from docx.oxml import OxmlElement
 EXTRACTION_PROMPT = """
 You are analyzing a recorded conversation about advance care planning and end-of-life wishes.
 Listen to the ENTIRE audio carefully and extract ALL relevant information.
+
 CRITICAL INSTRUCTIONS FOR SINGLE-SELECT FIELDS:
 - You MUST select exactly ONE option for each single-select field
 - Use the EXACT string values specified (copy them exactly)
 - If the conversation implies something even indirectly, make your best inference
 - NEVER leave single-select fields as null - always pick the best match
+
+IMPORTANT RULES FOR PROPER NOUNS:
+- If a last name is spelled out letter by letter, use that exact spelling.
+- If a last name is only spoken (not spelled), transcribe it phonetically and append
+  [verify spelling] after it. Example: "Potoff [verify spelling]"
+- First names that are spelled out should use the spelled version.
+
 Return a JSON object with this EXACT structure:
 ```json
 {
   "participant": {
     "name": "First and last name if mentioned",
-    "conversation_date": "MM/DD/YYYY format if mentioned",
-    "facilitator": "Facilitator name and credentials",
-    "location": "Location of conversation"
+    "conversation_date": "MM/DD/YYYY format if mentioned, or null",
+    "facilitator": "Facilitator name and credentials, or 'Not discussed'",
+    "location": "Location of conversation, or 'Not discussed'"
   },
+  "topics_discussed": ["health", "financial", "funeral"],
   "health_care_wishes": {
     "primary_decision_maker": {
       "name": "Name",
@@ -47,14 +78,14 @@ Return a JSON object with this EXACT structure:
       "email": "email or null"
     },
     "backup_decision_maker": {
-      "name": "Name",
-      "relationship": "relationship",
+      "name": "Name or null",
+      "relationship": "relationship or null",
       "phone": "phone or null"
     },
-    "values_summary": "2-3 sentence summary of their values",
+    "values_summary": "2-3 sentence summary of their values and care priorities",
     "advance_care_status": "MUST BE ONE OF: has_current_documents | has_documents_needs_update | no_documents",
-    "treatment_preference": "MUST BE ONE OF: comfort_care_only | full_treatment_if_recovery | unsure",
-    "treatment_details": "Details about CPR, ventilation, ICU preferences",
+    "treatment_preference": "MUST BE ONE OF: comfort_care_only | full_treatment_if_recovery | conditional_comfort_care | unsure",
+    "treatment_details": "Details about specific conditions, CPR, ventilation, ICU preferences",
     "additional_notes": "Other notes or null"
   },
   "financial_planning": {
@@ -65,11 +96,11 @@ Return a JSON object with this EXACT structure:
       "email": "email or null"
     },
     "financial_backup": {
-      "name": "Name",
-      "relationship": "relationship",
+      "name": "Name or null",
+      "relationship": "relationship or null",
       "phone": "phone or null"
     },
-    "financial_conversation_summary": "Summary of who handles finances",
+    "financial_conversation_summary": "Summary of who handles finances and how",
     "documents_in_place": {
       "financial_poa": false,
       "will": false,
@@ -87,7 +118,7 @@ Return a JSON object with this EXACT structure:
       "other": "Other specific steps mentioned or null"
     },
     "beneficiary_status": "MUST BE ONE OF: all_current | need_to_update | unsure",
-    "account_notes": "Notes about 401k, pension, retirement accounts",
+    "account_notes": "Notes about specific accounts, 401k, pension, retirement",
     "beneficiary_conversation": "Summary of beneficiary discussion",
     "has_info_list": "MUST BE ONE OF: yes_shared | yes_not_shared | not_created",
     "info_location": "Where files/info are stored",
@@ -95,67 +126,115 @@ Return a JSON object with this EXACT structure:
     "shared_with_loved_ones": "MUST BE ONE OF: yes_written | yes_not_written | not_yet",
     "sharing_notes": "Notes about family discussions",
     "overall_wishes": "Summary of financial wishes",
-    "has_specific_items": true,
+    "specific_items_status": "MUST BE ONE OF: has_specific_items | no_specific_items | not_yet_decided",
     "specific_items": [
-      {"item": "Fishing gear", "recipient": "Son Charlie"},
-      {"item": "Guitar", "recipient": "Daughter Betsy"}
+      {"item": "Description of item", "recipient": "Intended recipient"}
     ]
   },
   "funeral_plans": {
-    "service_type": "MUST BE ONE OF: funeral | memorial | celebration_of_life | other",
+    "service_type": "MUST BE ONE OF: funeral | memorial | celebration_of_life | other | not_discussed",
     "service_type_other": "If other, describe",
-    "body_preference": "MUST BE ONE OF: burial | cremation | donation | undecided",
+    "body_preference": "MUST BE ONE OF: burial | cremation | donation | undecided | not_discussed",
     "body_details": "Location details like 'Ashes spread at favorite fishing lake'",
-    "conversation_summary": "Summary of funeral wishes",
-    "preferred_location": "Where service should be held",
-    "service_leader": "Who should lead",
-    "music_readings": "Music and reading preferences",
-    "appearance_clothing": "Dress code preferences",
-    "charity_donations": "Charity for donations",
-    "cost_planning": "MUST BE ONE OF: prepaid | family_aware | needs_discussion",
+    "conversation_summary": "Summary of funeral wishes discussion",
+    "preferred_location": "Where service should be held or null",
+    "service_leader": "Who should lead or null",
+    "music_readings": "Music and reading preferences or null",
+    "appearance_clothing": "Dress code preferences or null",
+    "charity_donations": "Charity for donations or null",
+    "cost_planning": "MUST BE ONE OF: prepaid | family_aware | needs_discussion | not_discussed",
     "additional_notes": "Notes about life insurance, costs, etc."
   },
   "values_reflections": {
-    "what_matters_most": "How they want to be remembered",
-    "meaning_and_joy": "What gives their life meaning",
-    "want_remembered_for": "What they hope people remember"
+    "what_matters_most": "How they want to live and be remembered, based on legacy statements",
+    "meaning_and_joy": "Hobbies, relationships, activities, and sources of happiness mentioned OUTSIDE of medical decision-making context",
+    "want_remembered_for": "What they explicitly said they hope people remember about them"
+  },
+  "recommended_next_steps": {
+    "create_healthcare_poa": false,
+    "provide_poa_to_healthcare_team": false,
+    "complete_financial_poa_will_trust": false,
+    "review_update_beneficiaries": false,
+    "create_financial_info_list": false,
+    "discuss_wishes_with_loved_ones": false,
+    "store_documents_safely": false,
+    "review_plans_annually": false,
+    "explore_funeral_preplanning": false,
+    "other_steps": ["any other specific steps identified in conversation"]
   },
   "facilitator_summary": "Facilitator's closing summary and recommendations"
 }
 ```
+
 DECISION GUIDE FOR COMMON SCENARIOS:
+
+topics_discussed:
+- Listen for which topics the participant chose to focus on
+- Only include "health", "financial", and/or "funeral" if they were actually discussed
+- If the participant said they only want to discuss health and financial, do NOT include "funeral"
+
 advance_care_status:
 - If they say they haven't done paperwork/documents yet -> "no_documents"
 - If they have old documents that need updating -> "has_documents_needs_update"
 - If they have current, up-to-date documents -> "has_current_documents"
+
 treatment_preference:
-- If they want treatment/CPR/ventilation IF there's hope of recovery -> "full_treatment_if_recovery"
-- If they only want comfort/palliative care, no machines -> "comfort_care_only"
+- If they UNCONDITIONALLY want only comfort/palliative care, no machines ever -> "comfort_care_only"
+- If they want full treatment/CPR/ventilation IF there's hope of meaningful recovery -> "full_treatment_if_recovery"
+- If their preference DEPENDS ON CONDITIONS such as cognitive function, prognosis,
+  or quality of life (e.g. "treat me if I can still think clearly, but let me go
+  if I'm cognitively impaired") -> "conditional_comfort_care"
 - If they're unsure or need more information -> "unsure"
+
 beneficiary_status:
+- IMPORTANT: "all_current" means the participant explicitly confirmed that formal
+  beneficiary designations (not just account access) are filed and up to date
+- If they say their trusted person "has access" or "knows about" the accounts but
+  did NOT explicitly confirm legal beneficiary designations are current -> "unsure"
+- If they know some designations need updating -> "need_to_update"
 - If they're not sure who's listed or need to check -> "unsure"
-- If they know some need updating -> "need_to_update"
-- If everything is current -> "all_current"
+
 has_info_list:
-- If they have files/info but haven't shared location or it's disorganized -> "yes_not_shared"
+- If they have files/info but haven't shared the location or it's disorganized -> "yes_not_shared"
 - If their trusted person knows where everything is -> "yes_shared"
 - If they haven't created any list -> "not_created"
+
 shared_with_loved_ones:
-- If they've talked but nothing written down -> "yes_not_written"
+- If they've talked but nothing is written down -> "yes_not_written"
 - If they've discussed AND written it down -> "yes_written"
 - If they haven't discussed wishes yet -> "not_yet"
-service_type:
+
+specific_items_status:
+- If they named specific items for specific people -> "has_specific_items"
+- If they explicitly said no specific designations are needed (e.g. "everything goes
+  to my spouse" or "nothing specific needs to go anywhere specific") -> "no_specific_items"
+- If they haven't thought about it yet or are undecided -> "not_yet_decided"
+
+service_type / body_preference / cost_planning:
+- If funeral planning was NOT discussed at all, use "not_discussed" for these fields
 - Celebration of life, casual gathering, party -> "celebration_of_life"
 - Traditional funeral -> "funeral"
 - Memorial service -> "memorial"
-body_preference:
 - Cremation, ashes spread somewhere -> "cremation"
 - Burial in cemetery/ground -> "burial"
 - Donate body to science -> "donation"
-cost_planning:
 - If they mention life insurance will cover it or family knows about funding -> "family_aware"
 - If they have a pre-paid funeral plan -> "prepaid"
 - If costs haven't been discussed -> "needs_discussion"
+
+values_reflections:
+- "meaning_and_joy": ONLY include hobbies, relationships, passions, and activities
+  that bring happiness. Do NOT include medical decision criteria like cognitive
+  function preferences here. Those belong in treatment_details.
+- "want_remembered_for": Use the participant's own words about how they want to be remembered.
+- "what_matters_most": Summarize their overall philosophy about living and legacy.
+
+recommended_next_steps:
+- Set each to true ONLY if it is relevant based on what was discussed
+- For example, if funeral planning was not discussed, do not set explore_funeral_preplanning to true
+- If documents already exist and are current, do not set create_healthcare_poa to true
+- Base these on gaps identified during the conversation
+
 Listen for these key topics:
 - Who would make healthcare decisions (usually spouse first, then adult child)
 - Who would handle finances (often same people)
@@ -164,6 +243,7 @@ Listen for these key topics:
 - Funeral/memorial preferences
 - Special items to give specific people
 - What matters most to them, their values
+
 Return ONLY valid JSON, no markdown formatting or explanation.
 """
 
@@ -173,20 +253,22 @@ Return ONLY valid JSON, no markdown formatting or explanation.
 
 def analyze_audio(audio_path: str, api_key: str) -> str:
     """Upload audio to Gemini and extract planning information."""
+    if not HAS_GENAI:
+        raise RuntimeError("google-generativeai package is required for audio analysis")
     genai.configure(api_key=api_key)
-    
+
     audio_file = genai.upload_file(audio_path)
-    
+
     # Wait for processing
     while audio_file.state.name == "PROCESSING":
         time.sleep(5)
         audio_file = genai.get_file(audio_file.name)
-    
+
     if audio_file.state.name == "FAILED":
         raise ValueError(f"Audio processing failed: {audio_file.state.name}")
-    
+
     model = genai.GenerativeModel('gemini-3-flash-preview')
-    
+
     response = model.generate_content(
         [audio_file, EXTRACTION_PROMPT],
         generation_config=genai.GenerationConfig(
@@ -194,10 +276,10 @@ def analyze_audio(audio_path: str, api_key: str) -> str:
             max_output_tokens=8192
         )
     )
-    
+
     # Cleanup uploaded file
     genai.delete_file(audio_file.name)
-    
+
     return response.text
 
 # ============================================================================
@@ -208,7 +290,7 @@ def parse_json_response(response_text: str) -> dict | None:
     """Extract JSON from Gemini response."""
     cleaned = re.sub(r'```json\s*', '', response_text)
     cleaned = re.sub(r'```\s*', '', cleaned)
-    
+
     json_match = re.search(r'\{[\s\S]*\}', cleaned)
     if json_match:
         try:
@@ -222,50 +304,54 @@ def normalize_value(value, valid_options, default=None):
     """Normalize a value to match one of the valid options."""
     if value is None:
         return default
-    
+
     val_str = str(value).lower().strip()
     val_normalized = val_str.replace(' ', '_').replace('-', '_')
-    
+
     # Direct match
     for opt in valid_options:
         if val_normalized == opt.lower():
             return opt
-    
+
     # Fuzzy matching rules
     matching_rules = {
-        'no_documents': ['no_documents', 'none', 'not_completed', 'no documents', 'not yet'],
+        'no_documents': ['no_documents', 'none', 'not_completed', 'no documents', 'not yet completed'],
         'has_current_documents': ['has_current', 'current', 'up_to_date', 'have documents'],
         'has_documents_needs_update': ['needs_update', 'need_update', 'review', 'outdated'],
         'full_treatment_if_recovery': ['full_treatment', 'full treatment', 'aggressive', 'treatment if recovery'],
-        'comfort_care_only': ['comfort', 'comfort_care', 'palliative', 'no machines'],
+        'conditional_comfort_care': ['conditional', 'depends on', 'conditional_comfort', 'if cognitive', 'condition based'],
+        'comfort_care_only': ['comfort_care_only', 'comfort care only', 'palliative only', 'no machines ever', 'only comfort'],
         'unsure': ['unsure', 'not sure', 'uncertain', 'undecided', 'need more info'],
         'need_to_update': ['need_to_update', 'needs update', 'update', 'outdated'],
-        'all_current': ['all_current', 'current', 'up to date', 'all updated'],
+        'all_current': ['all_current', 'all current', 'confirmed current', 'designations current'],
         'yes_not_shared': ['yes_not_shared', 'yes but', 'have but', 'not shared', 'disorganized'],
         'yes_shared': ['yes_shared', 'yes shared', 'knows where', 'shared'],
-        'not_created': ['not_created', 'no', 'none', "haven't created", 'not yet'],
+        'not_created': ['not_created', 'no list', 'none created', "haven't created", 'not yet created'],
         'yes_not_written': ['yes_not_written', 'discussed not written', 'talked but', 'verbal', 'not written'],
         'yes_written': ['yes_written', 'written', 'documented', 'written down'],
-        'not_yet': ['not_yet', 'no', "haven't", 'not discussed'],
+        'not_yet': ['not_yet', "haven't discussed", 'not discussed yet'],
+        'has_specific_items': ['has_specific', 'yes_specific', 'has items', 'specific items'],
+        'no_specific_items': ['no_specific', 'no specific', 'everything to', 'nothing specific', 'no designations'],
+        'not_yet_decided': ['not_yet_decided', 'not decided', 'undecided', "haven't thought"],
         'celebration_of_life': ['celebration', 'celebration_of_life', 'party', 'gathering', 'casual'],
         'funeral': ['funeral', 'traditional'],
         'memorial': ['memorial', 'memorial_service'],
         'other': ['other'],
+        'not_discussed': ['not_discussed', 'not discussed', 'skipped', 'not covered'],
         'cremation': ['cremation', 'cremate', 'ashes', 'cremated'],
         'burial': ['burial', 'bury', 'buried', 'cemetery', 'ground'],
         'donation': ['donation', 'donate', 'science', 'donate body'],
-        'undecided': ['undecided', 'unsure', 'not sure'],
         'family_aware': ['family_aware', 'family aware', 'life insurance', 'insurance', 'covered'],
         'prepaid': ['prepaid', 'pre-paid', 'pre paid', 'paid'],
-        'needs_discussion': ['needs_discussion', 'need to discuss', 'not discussed']
+        'needs_discussion': ['needs_discussion', 'need to discuss'],
     }
-    
+
     for opt in valid_options:
         if opt in matching_rules:
             for pattern in matching_rules[opt]:
                 if pattern in val_str or pattern in val_normalized:
                     return opt
-    
+
     return default
 
 
@@ -273,7 +359,11 @@ def normalize_data(data: dict) -> dict:
     """Normalize all single-select fields in the extracted data."""
     if not data:
         return data
-    
+
+    # Ensure topics_discussed exists
+    if 'topics_discussed' not in data:
+        data['topics_discussed'] = ['health', 'financial', 'funeral']
+
     # Health care wishes
     if 'health_care_wishes' in data:
         hcw = data['health_care_wishes']
@@ -284,10 +374,10 @@ def normalize_data(data: dict) -> dict:
         )
         hcw['treatment_preference'] = normalize_value(
             hcw.get('treatment_preference'),
-            ['comfort_care_only', 'full_treatment_if_recovery', 'unsure'],
-            'full_treatment_if_recovery'
+            ['comfort_care_only', 'full_treatment_if_recovery', 'conditional_comfort_care', 'unsure'],
+            'unsure'
         )
-    
+
     # Financial planning
     if 'financial_planning' in data:
         fp = data['financial_planning']
@@ -306,28 +396,94 @@ def normalize_data(data: dict) -> dict:
             ['yes_written', 'yes_not_written', 'not_yet'],
             'yes_not_written'
         )
-    
+        fp['specific_items_status'] = normalize_value(
+            fp.get('specific_items_status'),
+            ['has_specific_items', 'no_specific_items', 'not_yet_decided'],
+            'not_yet_decided'
+        )
+
     # Funeral plans
     if 'funeral_plans' in data:
         fun = data['funeral_plans']
         fun['service_type'] = normalize_value(
             fun.get('service_type'),
-            ['funeral', 'memorial', 'celebration_of_life', 'other'],
-            'celebration_of_life'
+            ['funeral', 'memorial', 'celebration_of_life', 'other', 'not_discussed'],
+            'not_discussed'
         )
         fun['body_preference'] = normalize_value(
             fun.get('body_preference'),
-            ['burial', 'cremation', 'donation', 'undecided'],
-            'cremation'
+            ['burial', 'cremation', 'donation', 'undecided', 'not_discussed'],
+            'not_discussed'
         )
         fun['cost_planning'] = normalize_value(
             fun.get('cost_planning'),
-            ['prepaid', 'family_aware', 'needs_discussion'],
-            'family_aware'
+            ['prepaid', 'family_aware', 'needs_discussion', 'not_discussed'],
+            'not_discussed'
         )
-    
+
+    # Ensure recommended_next_steps exists with sensible defaults
+    if 'recommended_next_steps' not in data:
+        data['recommended_next_steps'] = _infer_next_steps(data)
+
     return data
 
+
+def _infer_next_steps(data: dict) -> dict:
+    """Infer recommended next steps from the extracted data when the model
+    does not return them explicitly."""
+    topics = data.get('topics_discussed', [])
+    health = data.get('health_care_wishes', {})
+    financial = data.get('financial_planning', {})
+
+    steps = {
+        "create_healthcare_poa": False,
+        "provide_poa_to_healthcare_team": False,
+        "complete_financial_poa_will_trust": False,
+        "review_update_beneficiaries": False,
+        "create_financial_info_list": False,
+        "discuss_wishes_with_loved_ones": False,
+        "store_documents_safely": False,
+        "review_plans_annually": False,
+        "explore_funeral_preplanning": False,
+        "other_steps": []
+    }
+
+    if 'health' in topics:
+        status = health.get('advance_care_status', '')
+        if status in ('no_documents', 'has_documents_needs_update'):
+            steps['create_healthcare_poa'] = True
+            steps['provide_poa_to_healthcare_team'] = True
+        steps['store_documents_safely'] = True
+        steps['review_plans_annually'] = True
+
+    if 'financial' in topics:
+        docs = financial.get('documents_in_place', {})
+        if is_true(docs.get('none')) or not any(
+            is_true(docs.get(k)) for k in
+            ['financial_poa', 'will', 'living_trust', 'tod_designations', 'joint_ownership']
+        ):
+            steps['complete_financial_poa_will_trust'] = True
+
+        ben = financial.get('beneficiary_status', '')
+        if ben in ('unsure', 'need_to_update'):
+            steps['review_update_beneficiaries'] = True
+
+        info = financial.get('has_info_list', '')
+        if info in ('not_created', 'yes_not_shared'):
+            steps['create_financial_info_list'] = True
+
+        shared = financial.get('shared_with_loved_ones', '')
+        if shared in ('not_yet', 'yes_not_written'):
+            steps['discuss_wishes_with_loved_ones'] = True
+
+        steps['store_documents_safely'] = True
+        steps['review_plans_annually'] = True
+
+    if 'funeral' in topics:
+        steps['explore_funeral_preplanning'] = True
+
+    return steps
+
 # ============================================================================
 # WORD DOCUMENT GENERATION
 # ============================================================================
@@ -429,19 +585,21 @@ def add_sub_header(doc, text):
 def generate_docx(data: dict, output_path: str) -> str:
     """Generate the planning summary Word document."""
     doc = Document()
-    
+
     # Set default font
     style = doc.styles['Normal']
     style.font.name = 'Arial'
     style.font.size = Pt(10)
-    
+
     # Set page margins (0.75 inch)
     for section in doc.sections:
         section.top_margin = Inches(0.6)
         section.bottom_margin = Inches(0.6)
         section.left_margin = Inches(0.75)
         section.right_margin = Inches(0.75)
-    
+
+    topics = data.get('topics_discussed', ['health', 'financial', 'funeral'])
+
     # ===== TITLE =====
     title = doc.add_paragraph()
     title.alignment = WD_ALIGN_PARAGRAPH.CENTER
@@ -449,26 +607,26 @@ def generate_docx(data: dict, output_path: str) -> str:
     title_run.font.name = 'Arial'
     title_run.font.size = Pt(16)
     title_run.bold = True
-    
+
     participant = data.get('participant', {})
-    
+
     # Participant info
     p = doc.add_paragraph()
     p.add_run("Participant Name: ").bold = True
     p.add_run(get_value(participant, 'name'))
-    
+
     p = doc.add_paragraph()
     p.add_run("Date of Conversation: ").bold = True
     p.add_run(get_value(participant, 'conversation_date'))
-    
+
     p = doc.add_paragraph()
     p.add_run("Facilitator: ").bold = True
     p.add_run(get_value(participant, 'facilitator'))
-    
+
     p = doc.add_paragraph()
     p.add_run("Location: ").bold = True
     p.add_run(get_value(participant, 'location'))
-    
+
     # Intro text
     intro = doc.add_paragraph()
     intro.paragraph_format.space_before = Pt(8)
@@ -479,231 +637,259 @@ def generate_docx(data: dict, output_path: str) -> str:
     )
     intro_run.font.size = Pt(9)
     intro_run.font.color.rgb = None  # Use default color
-    
+
     # ===== HEALTH & CARE WISHES =====
-    add_section_header(doc, "My Health & Care Wishes")
-    
-    health = data.get('health_care_wishes', {})
-    
-    add_field_label(doc, "Who would you trust to make health decisions for you if you could not speak for yourself?")
-    
-    primary = health.get('primary_decision_maker', {})
-    add_field_value(doc, f"Primary: {get_value(primary, 'name')} – {get_value(primary, 'relationship')}")
-    add_field_value(doc, f"Phone: {get_value(primary, 'phone')} | Email: {get_value(primary, 'email')}")
-    
-    backup = health.get('backup_decision_maker', {})
-    add_field_value(doc, f"Back-up: {get_value(backup, 'name')} – {get_value(backup, 'relationship')}")
-    add_field_value(doc, f"Phone: {get_value(backup, 'phone')}")
-    
-    add_field_label(doc, "Summary of what you shared about your values and care priorities:")
-    add_field_value(doc, get_value(health, 'values_summary'))
-    
-    add_field_label(doc, "Current advance-care planning status:")
-    status = health.get('advance_care_status', '')
-    add_checkbox_paragraph(doc, status == 'has_current_documents', "I have a health-care power of attorney or living will (up-to-date)")
-    add_checkbox_paragraph(doc, status == 'has_documents_needs_update', "I have documents but need to review/update")
-    add_checkbox_paragraph(doc, status == 'no_documents', "I have not yet completed these documents")
-    
-    add_field_label(doc, "Treatment preferences we discussed:")
-    treatment = health.get('treatment_preference', '')
-    add_checkbox_paragraph(doc, treatment == 'comfort_care_only', "Comfort care only (no machines or resuscitation if dying)")
-    add_checkbox_paragraph(doc, treatment == 'full_treatment_if_recovery', "Full medical treatment if recovery possible")
-    add_checkbox_paragraph(doc, treatment == 'unsure', "Unsure / would like more information")
-    
-    add_field_label(doc, "Additional details related to treatment preferences that were discussed:")
-    add_field_value(doc, get_value(health, 'treatment_details'))
-    
-    add_field_label(doc, "Notes from conversation:")
-    add_field_value(doc, get_value(health, 'additional_notes'))
-    
+    if 'health' in topics:
+        add_section_header(doc, "My Health & Care Wishes")
+
+        health = data.get('health_care_wishes', {})
+
+        add_field_label(doc, "Who would you trust to make health decisions for you if you could not speak for yourself?")
+
+        primary = health.get('primary_decision_maker', {})
+        add_field_value(doc, f"Primary: {get_value(primary, 'name')} \u2013 {get_value(primary, 'relationship')}")
+        add_field_value(doc, f"Phone: {get_value(primary, 'phone')} | Email: {get_value(primary, 'email')}")
+
+        backup = health.get('backup_decision_maker', {})
+        add_field_value(doc, f"Back-up: {get_value(backup, 'name')} \u2013 {get_value(backup, 'relationship')}")
+        add_field_value(doc, f"Phone: {get_value(backup, 'phone')}")
+
+        add_field_label(doc, "Summary of what you shared about your values and care priorities:")
+        add_field_value(doc, get_value(health, 'values_summary'))
+
+        add_field_label(doc, "Current advance-care planning status:")
+        status = health.get('advance_care_status', '')
+        add_checkbox_paragraph(doc, status == 'has_current_documents', "I have a health-care power of attorney or living will (up-to-date)")
+        add_checkbox_paragraph(doc, status == 'has_documents_needs_update', "I have documents but need to review/update")
+        add_checkbox_paragraph(doc, status == 'no_documents', "I have not yet completed these documents")
+
+        add_field_label(doc, "Treatment preferences we discussed:")
+        treatment = health.get('treatment_preference', '')
+        add_checkbox_paragraph(doc, treatment == 'comfort_care_only', "Comfort care only (no machines or resuscitation under any circumstances)")
+        add_checkbox_paragraph(doc, treatment == 'full_treatment_if_recovery', "Full medical treatment if recovery is possible")
+        add_checkbox_paragraph(doc, treatment == 'conditional_comfort_care', "Conditional: treatment depends on prognosis or quality of life (see details below)")
+        add_checkbox_paragraph(doc, treatment == 'unsure', "Unsure / would like more information")
+
+        add_field_label(doc, "Additional details related to treatment preferences that were discussed:")
+        add_field_value(doc, get_value(health, 'treatment_details'))
+
+        add_field_label(doc, "Notes from conversation:")
+        add_field_value(doc, get_value(health, 'additional_notes'))
+
     # ===== FINANCIAL PLANNING =====
-    doc.add_page_break()
-    add_section_header(doc, "My Financial Planning & Legacy")
-    
-    financial = data.get('financial_planning', {})
-    
-    add_sub_header(doc, "A. Trusted Person(s)")
-    add_field_label(doc, "Who do you trust to manage your finances if you are unable?")
-    
-    fin_primary = financial.get('financial_primary', {})
-    add_field_value(doc, f"Primary: {get_value(fin_primary, 'name')} – {get_value(fin_primary, 'relationship')}")
-    add_field_value(doc, f"Phone: {get_value(fin_primary, 'phone')} | Email: {get_value(fin_primary, 'email')}")
-    
-    fin_backup = financial.get('financial_backup', {})
-    add_field_value(doc, f"Back-up: {get_value(fin_backup, 'name')} – {get_value(fin_backup, 'relationship')}")
-    add_field_value(doc, f"Phone: {get_value(fin_backup, 'phone')}")
-    
-    add_field_label(doc, "Conversation summary:")
-    add_field_value(doc, get_value(financial, 'financial_conversation_summary'))
-    
-    add_sub_header(doc, "B. Legal and Financial Readiness")
-    add_field_label(doc, "Documents currently in place (check all that apply):")
-    
-    docs = financial.get('documents_in_place', {})
-    add_checkbox_paragraph(doc, is_true(docs.get('financial_poa')), "Financial Power of Attorney (POA)")
-    add_checkbox_paragraph(doc, is_true(docs.get('will')), "Will")
-    add_checkbox_paragraph(doc, is_true(docs.get('living_trust')), "Living Trust")
-    add_checkbox_paragraph(doc, is_true(docs.get('tod_designations')), "Transfer on Death (TOD) designations")
-    add_checkbox_paragraph(doc, is_true(docs.get('joint_ownership')), "Joint ownership of key accounts")
-    add_checkbox_paragraph(doc, is_true(docs.get('none')), "None completed yet")
-    
-    add_field_label(doc, "Details from conversation:")
-    add_field_value(doc, get_value(financial, 'legal_details'))
-    
-    add_field_label(doc, "Next steps (as discussed):")
-    next_steps = financial.get('next_steps', {})
-    add_checkbox_paragraph(doc, is_true(next_steps.get('review_update_poa_will')), "Review or update existing POA or Will")
-    add_checkbox_paragraph(doc, is_true(next_steps.get('identify_alternate')), "Identify alternate decision-maker")
-    add_checkbox_paragraph(doc, is_true(next_steps.get('contact_attorney')), "Contact attorney or legal aid for document preparation")
-    add_checkbox_paragraph(doc, is_true(next_steps.get('seek_trust_advice')), "Seek advice on creating or updating a Trust")
-    other_steps = next_steps.get('other')
-    if other_steps and other_steps not in ('null', None, 'Not discussed', ''):
-        add_checkbox_paragraph(doc, True, f"Other: {other_steps}")
-    
-    add_sub_header(doc, "C. Beneficiaries and Account Management")
-    add_field_label(doc, "Status of major accounts and beneficiaries:")
-    
-    ben_status = financial.get('beneficiary_status', '')
-    add_checkbox_paragraph(doc, ben_status == 'all_current', "All beneficiaries current and reflect my wishes")
-    add_checkbox_paragraph(doc, ben_status == 'need_to_update', "Need to review or update some")
-    add_checkbox_paragraph(doc, ben_status == 'unsure', "Unsure / need help locating information")
-    
-    add_field_label(doc, "Notes about specific accounts (bank, insurance, retirement):")
-    add_field_value(doc, get_value(financial, 'account_notes'))
-    
-    add_field_label(doc, "Conversation summary:")
-    add_field_value(doc, get_value(financial, 'beneficiary_conversation'))
-    
-    add_sub_header(doc, "D. Organizing Financial Information")
-    add_field_label(doc, "Do you have a list of key information (accounts, passwords, insurance details)?")
-    
-    info_status = financial.get('has_info_list', '')
-    add_checkbox_paragraph(doc, info_status == 'yes_shared', "Yes – my trusted person knows where it is")
-    add_checkbox_paragraph(doc, info_status == 'yes_not_shared', "Yes – but not shared or outdated")
-    add_checkbox_paragraph(doc, info_status == 'not_created', "Not yet created")
-    
-    add_field_label(doc, "Where this information can be found:")
-    add_field_value(doc, get_value(financial, 'info_location'))
-    
-    add_field_label(doc, "Additional organization ideas shared in conversation:")
-    add_field_value(doc, get_value(financial, 'organization_ideas'))
-    
-    add_sub_header(doc, "E. Talking with Loved Ones")
-    add_field_label(doc, "Have you shared your financial wishes with loved ones or trusted helpers?")
-    
-    shared = financial.get('shared_with_loved_ones', '')
-    add_checkbox_paragraph(doc, shared == 'yes_written', "Yes – discussed and written down")
-    add_checkbox_paragraph(doc, shared == 'yes_not_written', "Yes – discussed, not written")
-    add_checkbox_paragraph(doc, shared == 'not_yet', "Not yet")
-    
-    add_field_label(doc, "Notes from discussion:")
-    add_field_value(doc, get_value(financial, 'sharing_notes'))
-    
-    add_sub_header(doc, "F. Overall Financial Wishes and Legacy Intentions")
-    add_field_label(doc, "Summary of what matters most to you about how your financial affairs are handled:")
-    add_field_value(doc, get_value(financial, 'overall_wishes'))
-    
-    add_field_label(doc, "Are there personal or sentimental items you want to designate for specific people?")
-    has_items = is_true(financial.get('has_specific_items'))
-    add_checkbox_paragraph(doc, has_items, "Yes (list below)")
-    add_checkbox_paragraph(doc, not has_items, "Not yet decided")
-    
-    items = financial.get('specific_items', [])
-    if items and has_items:
-        add_field_label(doc, "Items / recipients:")
-        for item in items:
-            add_field_value(doc, f"– {item.get('item', 'Item')} → {item.get('recipient', 'Recipient')}")
-    
+    if 'financial' in topics:
+        doc.add_page_break()
+        add_section_header(doc, "My Financial Planning & Legacy")
+
+        financial = data.get('financial_planning', {})
+
+        add_sub_header(doc, "A. Trusted Person(s)")
+        add_field_label(doc, "Who do you trust to manage your finances if you are unable?")
+
+        fin_primary = financial.get('financial_primary', {})
+        add_field_value(doc, f"Primary: {get_value(fin_primary, 'name')} \u2013 {get_value(fin_primary, 'relationship')}")
+        add_field_value(doc, f"Phone: {get_value(fin_primary, 'phone')} | Email: {get_value(fin_primary, 'email')}")
+
+        fin_backup = financial.get('financial_backup', {})
+        add_field_value(doc, f"Back-up: {get_value(fin_backup, 'name')} \u2013 {get_value(fin_backup, 'relationship')}")
+        add_field_value(doc, f"Phone: {get_value(fin_backup, 'phone')}")
+
+        add_field_label(doc, "Conversation summary:")
+        add_field_value(doc, get_value(financial, 'financial_conversation_summary'))
+
+        add_sub_header(doc, "B. Legal and Financial Readiness")
+        add_field_label(doc, "Documents currently in place (check all that apply):")
+
+        docs = financial.get('documents_in_place', {})
+        add_checkbox_paragraph(doc, is_true(docs.get('financial_poa')), "Financial Power of Attorney (POA)")
+        add_checkbox_paragraph(doc, is_true(docs.get('will')), "Will")
+        add_checkbox_paragraph(doc, is_true(docs.get('living_trust')), "Living Trust")
+        add_checkbox_paragraph(doc, is_true(docs.get('tod_designations')), "Transfer on Death (TOD) designations")
+        add_checkbox_paragraph(doc, is_true(docs.get('joint_ownership')), "Joint ownership of key accounts")
+        add_checkbox_paragraph(doc, is_true(docs.get('none')), "None completed yet")
+
+        add_field_label(doc, "Details from conversation:")
+        add_field_value(doc, get_value(financial, 'legal_details'))
+
+        add_field_label(doc, "Next steps (as discussed):")
+        next_steps = financial.get('next_steps', {})
+        add_checkbox_paragraph(doc, is_true(next_steps.get('review_update_poa_will')), "Review or update existing POA or Will")
+        add_checkbox_paragraph(doc, is_true(next_steps.get('identify_alternate')), "Identify alternate decision-maker")
+        add_checkbox_paragraph(doc, is_true(next_steps.get('contact_attorney')), "Contact attorney or legal aid for document preparation")
+        add_checkbox_paragraph(doc, is_true(next_steps.get('seek_trust_advice')), "Seek advice on creating or updating a Trust")
+        other_steps = next_steps.get('other')
+        if other_steps and other_steps not in ('null', None, 'Not discussed', ''):
+            add_checkbox_paragraph(doc, True, f"Other: {other_steps}")
+
+        add_sub_header(doc, "C. Beneficiaries and Account Management")
+        add_field_label(doc, "Status of major accounts and beneficiaries:")
+
+        ben_status = financial.get('beneficiary_status', '')
+        add_checkbox_paragraph(doc, ben_status == 'all_current', "All beneficiaries current and reflect my wishes")
+        add_checkbox_paragraph(doc, ben_status == 'need_to_update', "Need to review or update some")
+        add_checkbox_paragraph(doc, ben_status == 'unsure', "Unsure / need help locating information")
+
+        add_field_label(doc, "Notes about specific accounts (bank, insurance, retirement):")
+        add_field_value(doc, get_value(financial, 'account_notes'))
+
+        add_field_label(doc, "Conversation summary:")
+        add_field_value(doc, get_value(financial, 'beneficiary_conversation'))
+
+        add_sub_header(doc, "D. Organizing Financial Information")
+        add_field_label(doc, "Do you have a list of key information (accounts, passwords, insurance details)?")
+
+        info_status = financial.get('has_info_list', '')
+        add_checkbox_paragraph(doc, info_status == 'yes_shared', "Yes \u2013 my trusted person knows where it is")
+        add_checkbox_paragraph(doc, info_status == 'yes_not_shared', "Yes \u2013 but not shared or outdated")
+        add_checkbox_paragraph(doc, info_status == 'not_created', "Not yet created")
+
+        add_field_label(doc, "Where this information can be found:")
+        add_field_value(doc, get_value(financial, 'info_location'))
+
+        add_field_label(doc, "Additional organization ideas shared in conversation:")
+        add_field_value(doc, get_value(financial, 'organization_ideas'))
+
+        add_sub_header(doc, "E. Talking with Loved Ones")
+        add_field_label(doc, "Have you shared your financial wishes with loved ones or trusted helpers?")
+
+        shared = financial.get('shared_with_loved_ones', '')
+        add_checkbox_paragraph(doc, shared == 'yes_written', "Yes \u2013 discussed and written down")
+        add_checkbox_paragraph(doc, shared == 'yes_not_written', "Yes \u2013 discussed, not written")
+        add_checkbox_paragraph(doc, shared == 'not_yet', "Not yet")
+
+        add_field_label(doc, "Notes from discussion:")
+        add_field_value(doc, get_value(financial, 'sharing_notes'))
+
+        add_sub_header(doc, "F. Overall Financial Wishes and Legacy Intentions")
+        add_field_label(doc, "Summary of what matters most to you about how your financial affairs are handled:")
+        add_field_value(doc, get_value(financial, 'overall_wishes'))
+
+        add_field_label(doc, "Are there personal or sentimental items you want to designate for specific people?")
+        items_status = financial.get('specific_items_status', 'not_yet_decided')
+        add_checkbox_paragraph(doc, items_status == 'has_specific_items', "Yes (list below)")
+        add_checkbox_paragraph(doc, items_status == 'no_specific_items', "No specific designations needed")
+        add_checkbox_paragraph(doc, items_status == 'not_yet_decided', "Not yet decided")
+
+        items = financial.get('specific_items', [])
+        if items and items_status == 'has_specific_items':
+            add_field_label(doc, "Items / recipients:")
+            for item in items:
+                add_field_value(doc, f"\u2013 {item.get('item', 'Item')} \u2192 {item.get('recipient', 'Recipient')}")
+
     # ===== FUNERAL & MEMORIAL =====
-    doc.add_page_break()
-    add_section_header(doc, "My Funeral & Memorial Plans")
-    
-    funeral = data.get('funeral_plans', {})
-    
-    add_field_label(doc, "Type of service you prefer:")
-    service_type = funeral.get('service_type', '')
-    other_service = funeral.get('service_type_other') or '____________________'
-    add_checkbox_paragraph(doc, service_type == 'funeral', "Funeral service")
-    add_checkbox_paragraph(doc, service_type == 'memorial', "Memorial service")
-    add_checkbox_paragraph(doc, service_type == 'celebration_of_life', "Celebration of Life")
-    add_checkbox_paragraph(doc, service_type == 'other', f"Other: {other_service}")
-    
-    add_field_label(doc, "Body preference:")
-    body_pref = funeral.get('body_preference', '')
-    body_details = funeral.get('body_details') or ''
-    
-    burial_loc = body_details if body_pref == 'burial' and body_details else '____________________'
-    crem_details = body_details if body_pref == 'cremation' and body_details else '____________________'
-    
-    add_checkbox_paragraph(doc, body_pref == 'burial', f"Burial (location: {burial_loc})")
-    add_checkbox_paragraph(doc, body_pref == 'cremation', f"Cremation ({crem_details})")
-    add_checkbox_paragraph(doc, body_pref == 'donation', "Donation to science")
-    add_checkbox_paragraph(doc, body_pref == 'undecided', "Undecided")
-    
-    add_field_label(doc, "Summary of conversation:")
-    add_field_value(doc, get_value(funeral, 'conversation_summary'))
-    
-    add_field_label(doc, "Special requests or details:")
-    
-    p = doc.add_paragraph()
-    p.add_run("Preferred location: ").bold = True
-    p.add_run(get_value(funeral, 'preferred_location'))
-    
-    p = doc.add_paragraph()
-    p.add_run("Leader of service: ").bold = True
-    p.add_run(get_value(funeral, 'service_leader'))
-    
-    p = doc.add_paragraph()
-    p.add_run("Music/Readings: ").bold = True
-    p.add_run(get_value(funeral, 'music_readings'))
-    
-    p = doc.add_paragraph()
-    p.add_run("Appearance/Clothing: ").bold = True
-    p.add_run(get_value(funeral, 'appearance_clothing'))
-    
-    p = doc.add_paragraph()
-    p.add_run("Charities for donations: ").bold = True
-    p.add_run(get_value(funeral, 'charity_donations'))
-    
-    add_field_label(doc, "Funeral cost planning:")
-    cost = funeral.get('cost_planning', '')
-    add_checkbox_paragraph(doc, cost == 'prepaid', "Pre-paid plan")
-    add_checkbox_paragraph(doc, cost == 'family_aware', "Family aware of funding")
-    add_checkbox_paragraph(doc, cost == 'needs_discussion', "Needs discussion")
-    
-    add_field_label(doc, "Additional notes:")
-    add_field_value(doc, get_value(funeral, 'additional_notes'))
-    
+    if 'funeral' in topics:
+        doc.add_page_break()
+        add_section_header(doc, "My Funeral & Memorial Plans")
+
+        funeral = data.get('funeral_plans', {})
+
+        add_field_label(doc, "Type of service you prefer:")
+        service_type = funeral.get('service_type', '')
+        other_service = funeral.get('service_type_other') or '____________________'
+        add_checkbox_paragraph(doc, service_type == 'funeral', "Funeral service")
+        add_checkbox_paragraph(doc, service_type == 'memorial', "Memorial service")
+        add_checkbox_paragraph(doc, service_type == 'celebration_of_life', "Celebration of Life")
+        add_checkbox_paragraph(doc, service_type == 'other', f"Other: {other_service}")
+
+        add_field_label(doc, "Body preference:")
+        body_pref = funeral.get('body_preference', '')
+        body_details = funeral.get('body_details') or ''
+
+        burial_loc = body_details if body_pref == 'burial' and body_details else '____________________'
+        crem_details = body_details if body_pref == 'cremation' and body_details else '____________________'
+
+        add_checkbox_paragraph(doc, body_pref == 'burial', f"Burial (location: {burial_loc})")
+        add_checkbox_paragraph(doc, body_pref == 'cremation', f"Cremation ({crem_details})")
+        add_checkbox_paragraph(doc, body_pref == 'donation', "Donation to science")
+        add_checkbox_paragraph(doc, body_pref == 'undecided', "Undecided")
+
+        add_field_label(doc, "Summary of conversation:")
+        add_field_value(doc, get_value(funeral, 'conversation_summary'))
+
+        add_field_label(doc, "Special requests or details:")
+
+        p = doc.add_paragraph()
+        p.add_run("Preferred location: ").bold = True
+        p.add_run(get_value(funeral, 'preferred_location'))
+
+        p = doc.add_paragraph()
+        p.add_run("Leader of service: ").bold = True
+        p.add_run(get_value(funeral, 'service_leader'))
+
+        p = doc.add_paragraph()
+        p.add_run("Music/Readings: ").bold = True
+        p.add_run(get_value(funeral, 'music_readings'))
+
+        p = doc.add_paragraph()
+        p.add_run("Appearance/Clothing: ").bold = True
+        p.add_run(get_value(funeral, 'appearance_clothing'))
+
+        p = doc.add_paragraph()
+        p.add_run("Charities for donations: ").bold = True
+        p.add_run(get_value(funeral, 'charity_donations'))
+
+        add_field_label(doc, "Funeral cost planning:")
+        cost = funeral.get('cost_planning', '')
+        add_checkbox_paragraph(doc, cost == 'prepaid', "Pre-paid plan")
+        add_checkbox_paragraph(doc, cost == 'family_aware', "Family aware of funding")
+        add_checkbox_paragraph(doc, cost == 'needs_discussion', "Needs discussion")
+
+        add_field_label(doc, "Additional notes:")
+        add_field_value(doc, get_value(funeral, 'additional_notes'))
+    else:
+        # Funeral not discussed: add a brief note instead of the full section
+        doc.add_page_break()
+        add_section_header(doc, "My Funeral & Memorial Plans")
+        add_field_value(doc, "Funeral and memorial planning was not discussed in this session.")
+
     # ===== VALUES & REFLECTIONS =====
     add_section_header(doc, "My Values & Life Reflections")
-    
+
     values = data.get('values_reflections', {})
-    
+
     add_field_label(doc, "What matters most to me about how I live and am remembered:")
     add_field_value(doc, get_value(values, 'what_matters_most'))
-    
+
     add_field_label(doc, "What gives my life meaning and joy:")
     add_field_value(doc, get_value(values, 'meaning_and_joy'))
-    
+
     add_field_label(doc, "What I hope my family and friends remember most:")
     add_field_value(doc, get_value(values, 'want_remembered_for'))
-    
-    # ===== NEXT STEPS =====
+
+    # ===== NEXT STEPS (data-driven) =====
     add_section_header(doc, "Next Steps & Resources")
     add_field_label(doc, "From today's conversation, the next steps we identified:")
-    
-    add_checkbox_paragraph(doc, True, "Update or create a Health Care Power of Attorney (POA) or Living Will")
-    add_checkbox_paragraph(doc, True, "Provide copies of my Health Care POA and Living Will to my health care team")
-    add_checkbox_paragraph(doc, True, "Complete or update Financial Power of Attorney / Will / Trust")
-    add_checkbox_paragraph(doc, True, "Review and update beneficiaries on insurance, retirement, and bank accounts")
-    add_checkbox_paragraph(doc, True, "Create or update a list of key financial information and tell my trusted person where it's stored")
-    add_checkbox_paragraph(doc, True, "Talk with my loved ones about my wishes for health, finances, and funeral planning")
-    add_checkbox_paragraph(doc, True, "Store all important documents safely in a clearly labeled folder or binder at home")
-    add_checkbox_paragraph(doc, True, "Review all plans annually or after major life events")
-    
+
+    rec = data.get('recommended_next_steps', {})
+
+    step_labels = [
+        ('create_healthcare_poa', "Update or create a Health Care Power of Attorney (POA) or Living Will"),
+        ('provide_poa_to_healthcare_team', "Provide copies of my Health Care POA and Living Will to my health care team"),
+        ('complete_financial_poa_will_trust', "Complete or update Financial Power of Attorney / Will / Trust"),
+        ('review_update_beneficiaries', "Review and update beneficiaries on insurance, retirement, and bank accounts"),
+        ('create_financial_info_list', "Create or update a list of key financial information and tell my trusted person where it's stored"),
+        ('discuss_wishes_with_loved_ones', "Talk with my loved ones about my wishes for health, finances, and funeral planning"),
+        ('store_documents_safely', "Store all important documents safely in a clearly labeled folder or binder at home"),
+        ('review_plans_annually', "Review all plans annually or after major life events"),
+        ('explore_funeral_preplanning', "Explore funeral or memorial pre-planning options"),
+    ]
+
+    for key, label in step_labels:
+        checked = is_true(rec.get(key, False))
+        add_checkbox_paragraph(doc, checked, label)
+
+    # Handle additional custom steps
+    other_steps = rec.get('other_steps', [])
+    if isinstance(other_steps, list):
+        for step_text in other_steps:
+            if step_text and step_text not in ('null', None, ''):
+                add_checkbox_paragraph(doc, True, step_text)
+    elif isinstance(other_steps, str) and other_steps not in ('null', None, ''):
+        add_checkbox_paragraph(doc, True, other_steps)
+
     add_field_label(doc, "Facilitator Summary or Recommendations:")
     add_field_value(doc, get_value(data, 'facilitator_summary'))
-    
+
     doc.save(output_path)
     return output_path
 
@@ -715,38 +901,38 @@ def process_audio(audio_file):
     """Main function to process audio and generate Word document."""
     if audio_file is None:
         return None, "Please record or upload an audio file.", None
-    
+
     api_key = os.environ.get("GEMINI_API_KEY")
     if not api_key:
         return None, "API key not configured. Please set GEMINI_API_KEY in Space secrets.", None
-    
+
     try:
         # Analyze audio
         raw_response = analyze_audio(audio_file, api_key)
-        
+
         # Parse response
         data = parse_json_response(raw_response)
         if not data:
             return None, "Failed to parse the AI response. Please try again.", None
-        
+
         # Normalize data
         data = normalize_data(data)
-        
+
         # Generate Word document
         participant_name = get_value(data, 'participant', 'name', default='Unknown')
         safe_name = re.sub(r'[^a-zA-Z0-9]', '_', participant_name)
-        
+
         output_dir = tempfile.gettempdir()
         output_filename = os.path.join(output_dir, f"Planning_Summary_{safe_name}.docx")
-        
+
         generate_docx(data, output_filename)
-        
+
         # Return results
         json_output = json.dumps(data, indent=2)
         status = f"Successfully generated planning summary for {participant_name}"
-        
+
         return output_filename, status, json_output
-        
+
     except Exception as e:
         return None, f"Error: {str(e)}", None
 
@@ -758,17 +944,17 @@ def on_recording_stop(audio_data):
     """
     if audio_data is None:
         return None, "No audio recorded.", None
-    
+
     # Save the recorded audio to a temporary file
     import numpy as np
     from scipy.io import wavfile
-    
+
     sample_rate, audio_array = audio_data
-    
+
     # Create temporary wav file
     temp_dir = tempfile.gettempdir()
     temp_path = os.path.join(temp_dir, f"recording_{int(time.time())}.wav")
-    
+
     # Ensure audio is in the right format
     if audio_array.dtype != np.int16:
         # Normalize and convert to int16
@@ -776,12 +962,12 @@ def on_recording_stop(audio_data):
             audio_array = (audio_array * 32767).astype(np.int16)
         else:
             audio_array = audio_array.astype(np.int16)
-    
+
     wavfile.write(temp_path, sample_rate, audio_array)
-    
+
     # Process the audio
     docx_file, status, json_data = process_audio(temp_path)
-    
+
     return docx_file, status, json_data
 
 
@@ -789,93 +975,97 @@ def process_uploaded_file(audio_file):
     """Process an uploaded audio file."""
     if audio_file is None:
         return None, "Please upload an audio file.", None
-    
+
     return process_audio(audio_file)
 
 # ============================================================================
 # GRADIO INTERFACE
 # ============================================================================
 
-# Custom theme with neutral colors
-custom_theme = gr.themes.Base(
-    primary_hue=gr.themes.colors.slate,
-    secondary_hue=gr.themes.colors.gray,
-    neutral_hue=gr.themes.colors.gray,
-).set(
-    button_primary_background_fill="#1a1a1a",
-    button_primary_background_fill_hover="#333333",
-    button_primary_text_color="white",
-    block_label_text_color="#374151",
-    block_title_text_color="#111827",
-)
-
-with gr.Blocks(title="Advance Care Planning") as demo:
-    gr.Markdown("""
-    # Advance Care Planning
-    
-    Record or upload an audio conversation to generate a structured Word document summary report.
-    """)
-    
-    with gr.Tabs():
-        with gr.TabItem("Record Audio"):
-            gr.Markdown("""
-            **Instructions:** Click the microphone button to start recording. Click again to stop.
-            The recording will be automatically analyzed when you stop.
-            """)
-            
-            with gr.Row():
-                with gr.Column(scale=1):
-                    audio_recorder = gr.Audio(
-                        label="Recording",
-                        sources=["microphone"],
-                        type="numpy",
-                        interactive=True
-                    )
-                
-                with gr.Column(scale=1):
-                    record_status = gr.Textbox(label="Status", interactive=False)
-                    record_docx_output = gr.File(label="Download Word Document")
-            
-            with gr.Accordion("View Extracted Data (JSON)", open=False):
-                record_json_output = gr.Code(label="Extracted Data", language="json")
-            
-            # Auto-process when recording stops
-            audio_recorder.stop_recording(
-                fn=on_recording_stop,
-                inputs=[audio_recorder],
-                outputs=[record_docx_output, record_status, record_json_output]
-            )
-        
-        with gr.TabItem("Upload Audio"):
-            with gr.Row():
-                with gr.Column(scale=1):
-                    audio_upload = gr.Audio(
-                        label="Upload Audio Recording",
-                        type="filepath",
-                        sources=["upload"]
-                    )
-                    
-                    upload_btn = gr.Button("Analyze & Generate Word Doc", variant="primary")
-                
-                with gr.Column(scale=1):
-                    upload_status = gr.Textbox(label="Status", interactive=False)
-                    upload_docx_output = gr.File(label="Download Word Document")
-            
-            with gr.Accordion("View Extracted Data (JSON)", open=False):
-                upload_json_output = gr.Code(label="Extracted Data", language="json")
-            
-            upload_btn.click(
-                fn=process_uploaded_file,
-                inputs=[audio_upload],
-                outputs=[upload_docx_output, upload_status, upload_json_output]
-            )
-    
-    gr.Markdown("""
-    ---
-    **Notes:**
-    - Supported audio formats: MP3, WAV, M4A, and other common formats
-    - The generated Word document is a summary document, not a legal document
-    """)
+if HAS_GRADIO:
+    # Custom theme with neutral colors
+    custom_theme = gr.themes.Base(
+        primary_hue=gr.themes.colors.slate,
+        secondary_hue=gr.themes.colors.gray,
+        neutral_hue=gr.themes.colors.gray,
+    ).set(
+        button_primary_background_fill="#1a1a1a",
+        button_primary_background_fill_hover="#333333",
+        button_primary_text_color="white",
+        block_label_text_color="#374151",
+        block_title_text_color="#111827",
+    )
+
+    with gr.Blocks(title="Advance Care Planning") as demo:
+        gr.Markdown("""
+        # Advance Care Planning
+
+        Record or upload an audio conversation to generate a structured Word document summary report.
+        """)
+
+        with gr.Tabs():
+            with gr.TabItem("Record Audio"):
+                gr.Markdown("""
+                **Instructions:** Click the microphone button to start recording. Click again to stop.
+                The recording will be automatically analyzed when you stop.
+                """)
+
+                with gr.Row():
+                    with gr.Column(scale=1):
+                        audio_recorder = gr.Audio(
+                            label="Recording",
+                            sources=["microphone"],
+                            type="numpy",
+                            interactive=True
+                        )
+
+                    with gr.Column(scale=1):
+                        record_status = gr.Textbox(label="Status", interactive=False)
+                        record_docx_output = gr.File(label="Download Word Document")
+
+                with gr.Accordion("View Extracted Data (JSON)", open=False):
+                    record_json_output = gr.Code(label="Extracted Data", language="json")
+
+                # Auto-process when recording stops
+                audio_recorder.stop_recording(
+                    fn=on_recording_stop,
+                    inputs=[audio_recorder],
+                    outputs=[record_docx_output, record_status, record_json_output]
+                )
+
+            with gr.TabItem("Upload Audio"):
+                with gr.Row():
+                    with gr.Column(scale=1):
+                        audio_upload = gr.Audio(
+                            label="Upload Audio Recording",
+                            type="filepath",
+                            sources=["upload"]
+                        )
+
+                        upload_btn = gr.Button("Analyze & Generate Word Doc", variant="primary")
+
+                    with gr.Column(scale=1):
+                        upload_status = gr.Textbox(label="Status", interactive=False)
+                        upload_docx_output = gr.File(label="Download Word Document")
+
+                with gr.Accordion("View Extracted Data (JSON)", open=False):
+                    upload_json_output = gr.Code(label="Extracted Data", language="json")
+
+                upload_btn.click(
+                    fn=process_uploaded_file,
+                    inputs=[audio_upload],
+                    outputs=[upload_docx_output, upload_status, upload_json_output]
+                )
+
+        gr.Markdown("""
+        ---
+        **Notes:**
+        - Supported audio formats: MP3, WAV, M4A, and other common formats
+        - The generated Word document is a summary document, not a legal document
+        """)
 
 if __name__ == "__main__":
-    demo.launch(theme=custom_theme)
+    if HAS_GRADIO:
+        demo.launch(theme=custom_theme)
+    else:
+        print("Gradio not installed. Core logic is available for import.")