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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
8. Resilience: retry logic (up to 3 attempts), robust JSON parser, raw response
surfaced on failure for debugging
9. Hallucination guard: prompt instructs model to return not_a_planning_conversation
flag when audio does not contain advance care planning content; validation rejects
such responses before generating a report.
"""
import os
import re
import json
import time
import logging
import tempfile
from docx import Document
from docx.shared import Inches, Pt, Twips
from docx.enum.text import WD_ALIGN_PARAGRAPH
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
logger = logging.getLogger(__name__)
# ============================================================================
# EXTRACTION PROMPT
# ============================================================================
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.
IMPORTANT - NON-RELEVANT AUDIO DETECTION:
Before extracting any planning data, first determine whether this audio actually
contains an advance care planning conversation. The audio MUST contain a real
discussion about at least one of these topics: health care wishes, financial
planning, funeral/memorial preferences, or values and legacy.
If the audio is:
- Silence, noise, music, or unintelligible speech
- A conversation about unrelated topics (e.g. casual chat, a lecture, a podcast
not about advance care planning)
- Too short or too unclear to extract meaningful planning information
- Random test audio or microphone checks
Then return ONLY this JSON and nothing else:
```json
{
"not_a_planning_conversation": true,
"reason": "Brief explanation of what the audio actually contains"
}
```
Do NOT invent, fabricate, or hallucinate planning data. If you cannot clearly hear
a real advance care planning discussion, you MUST return the above JSON.
Only proceed with the full extraction below if you are confident the audio contains
a genuine advance care planning conversation.
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, 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",
"relationship": "spouse/wife/husband/son/daughter/etc",
"phone": "phone or null",
"email": "email or null"
},
"backup_decision_maker": {
"name": "Name or null",
"relationship": "relationship or null",
"phone": "phone or null"
},
"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 | conditional_comfort_care | unsure",
"treatment_details": "Details about specific conditions, CPR, ventilation, ICU preferences",
"additional_notes": "Other notes or null"
},
"financial_planning": {
"financial_primary": {
"name": "Name",
"relationship": "relationship",
"phone": "phone or null",
"email": "email or null"
},
"financial_backup": {
"name": "Name or null",
"relationship": "relationship or null",
"phone": "phone or null"
},
"financial_conversation_summary": "Summary of who handles finances and how",
"documents_in_place": {
"financial_poa": false,
"will": false,
"living_trust": false,
"tod_designations": false,
"joint_ownership": false,
"none": true
},
"legal_details": "Details about their legal/financial situation",
"next_steps": {
"review_update_poa_will": false,
"identify_alternate": false,
"contact_attorney": true,
"seek_trust_advice": false,
"other": "Other specific steps mentioned or null"
},
"beneficiary_status": "MUST BE ONE OF: all_current | need_to_update | unsure",
"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",
"organization_ideas": "Ideas about organizing documents",
"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",
"specific_items_status": "MUST BE ONE OF: has_specific_items | no_specific_items | not_yet_decided",
"specific_items": [
{"item": "Description of item", "recipient": "Intended recipient"}
]
},
"funeral_plans": {
"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 | not_discussed",
"body_details": "Location details like 'Ashes spread at favorite fishing lake'",
"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 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 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"
has_info_list:
- 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 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"
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"
- Cremation, ashes spread somewhere -> "cremation"
- Burial in cemetery/ground -> "burial"
- Donate body to science -> "donation"
- 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)
- Whether they have existing legal documents
- Their wishes about medical treatment and life support
- 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.
"""
# ============================================================================
# AUDIO ANALYSIS
# ============================================================================
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(
temperature=0.1,
max_output_tokens=8192
)
)
# Cleanup uploaded file
genai.delete_file(audio_file.name)
return response.text
# ============================================================================
# JSON PARSING AND NORMALIZATION
# ============================================================================
def parse_json_response(response_text: str) -> dict | None:
"""Extract JSON from Gemini response.
Uses a multi-strategy approach so that trailing prose, markdown fences,
or minor formatting differences do not cause a parse failure.
"""
if not response_text:
return None
# Strip markdown code fences
cleaned = re.sub(r'```json\s*', '', response_text)
cleaned = re.sub(r'```\s*', '', cleaned)
cleaned = cleaned.strip()
# Strategy 1: try parsing the entire cleaned text directly
try:
return json.loads(cleaned)
except json.JSONDecodeError:
pass
# Strategy 2: locate the first '{' and try progressively shorter
# substrings ending at each '}' from the end backward. This handles
# cases where Gemini appends explanatory text after the JSON object.
start = cleaned.find('{')
if start == -1:
return None
for end in range(len(cleaned) - 1, start, -1):
if cleaned[end] == '}':
try:
return json.loads(cleaned[start:end + 1])
except json.JSONDecodeError:
continue
return None
def _is_valid_planning_data(data: dict) -> tuple[bool, str]:
"""Check whether parsed data represents a genuine planning conversation.
Returns (is_valid, reason). When is_valid is False, reason contains a
user-facing message explaining why the audio was rejected.
"""
if not data:
return False, "No data could be extracted from the audio."
# Explicit flag set by the model when the audio is not relevant
if data.get("not_a_planning_conversation"):
reason = data.get("reason", "The audio does not appear to contain an advance care planning conversation.")
return False, (
"This audio does not contain an advance care planning conversation. "
f"({reason}) Please record or upload a conversation that discusses "
"health care wishes, financial planning, or funeral preferences."
)
# Secondary heuristic: if none of the core sections are present, the
# model may have returned something unexpected.
has_any_section = any(
key in data for key in (
"health_care_wishes", "financial_planning", "funeral_plans",
"participant", "topics_discussed",
)
)
if not has_any_section:
return False, (
"The audio could not be matched to a planning conversation. "
"Please make sure the recording contains a discussion about "
"health care wishes, financial planning, or funeral preferences."
)
return True, ""
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 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'],
'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', '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 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', "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'],
'family_aware': ['family_aware', 'family aware', 'life insurance', 'insurance', 'covered'],
'prepaid': ['prepaid', 'pre-paid', 'pre paid', 'paid'],
'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
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']
hcw['advance_care_status'] = normalize_value(
hcw.get('advance_care_status'),
['has_current_documents', 'has_documents_needs_update', 'no_documents'],
'no_documents'
)
hcw['treatment_preference'] = normalize_value(
hcw.get('treatment_preference'),
['comfort_care_only', 'full_treatment_if_recovery', 'conditional_comfort_care', 'unsure'],
'unsure'
)
# Financial planning
if 'financial_planning' in data:
fp = data['financial_planning']
fp['beneficiary_status'] = normalize_value(
fp.get('beneficiary_status'),
['all_current', 'need_to_update', 'unsure'],
'unsure'
)
fp['has_info_list'] = normalize_value(
fp.get('has_info_list'),
['yes_shared', 'yes_not_shared', 'not_created'],
'yes_not_shared'
)
fp['shared_with_loved_ones'] = normalize_value(
fp.get('shared_with_loved_ones'),
['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', 'not_discussed'],
'not_discussed'
)
fun['body_preference'] = normalize_value(
fun.get('body_preference'),
['burial', 'cremation', 'donation', 'undecided', 'not_discussed'],
'not_discussed'
)
fun['cost_planning'] = normalize_value(
fun.get('cost_planning'),
['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
# ============================================================================
def get_value(data, *keys, default="Not discussed"):
"""Safely get nested dictionary values."""
result = data
for key in keys:
if isinstance(result, dict) and key in result:
result = result[key]
else:
return default
if result is None:
return default
return result if result else default
def cb(checked: bool) -> str:
"""Return Unicode checkbox."""
return "\u2612" if checked else "\u2610"
def is_true(val) -> bool:
"""Check if a value is truthy."""
if val is None:
return False
if isinstance(val, bool):
return val
if isinstance(val, str):
return val.lower() in ('true', 'yes', '1')
return bool(val)
def set_cell_shading(cell, color):
"""Set cell background color."""
shading_elm = OxmlElement('w:shd')
shading_elm.set(qn('w:fill'), color)
cell._tc.get_or_add_tcPr().append(shading_elm)
def add_checkbox_paragraph(doc, checked, text, indent_level=0):
"""Add a paragraph with checkbox."""
p = doc.add_paragraph()
p.paragraph_format.left_indent = Inches(0.25 * indent_level)
p.paragraph_format.space_before = Pt(2)
p.paragraph_format.space_after = Pt(2)
run = p.add_run(f"{cb(checked)} {text}")
run.font.name = 'Arial'
run.font.size = Pt(10)
return p
def add_field_label(doc, text):
"""Add a field label paragraph."""
p = doc.add_paragraph()
p.paragraph_format.space_before = Pt(8)
p.paragraph_format.space_after = Pt(2)
run = p.add_run(text)
run.font.name = 'Arial'
run.font.size = Pt(10)
run.bold = True
return p
def add_field_value(doc, text):
"""Add a field value paragraph."""
p = doc.add_paragraph()
p.paragraph_format.space_after = Pt(4)
run = p.add_run(text)
run.font.name = 'Arial'
run.font.size = Pt(10)
return p
def add_section_header(doc, text):
"""Add a section header."""
p = doc.add_paragraph()
p.paragraph_format.space_before = Pt(16)
p.paragraph_format.space_after = Pt(8)
run = p.add_run(text)
run.font.name = 'Arial'
run.font.size = Pt(14)
run.bold = True
return p
def add_sub_header(doc, text):
"""Add a sub-header."""
p = doc.add_paragraph()
p.paragraph_format.space_before = Pt(12)
p.paragraph_format.space_after = Pt(4)
run = p.add_run(text)
run.font.name = 'Arial'
run.font.size = Pt(11)
run.bold = True
return p
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
title_run = title.add_run("My Planning Summary")
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)
intro.paragraph_format.space_after = Pt(12)
intro_run = intro.add_run(
"This summary captures the main points of our conversation about planning for the future. "
"It is not a legal document, but it can help you share your wishes and guide next steps."
)
intro_run.font.size = Pt(9)
intro_run.font.color.rgb = None # Use default color
# ===== HEALTH & CARE WISHES =====
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 =====
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 =====
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 (data-driven) =====
add_section_header(doc, "Next Steps & Resources")
add_field_label(doc, "From today's conversation, the next steps we identified:")
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
# ============================================================================
# MAIN PROCESSING FUNCTION
# ============================================================================
MAX_RETRIES = 3
RETRY_DELAY_SECONDS = 3
def process_audio(audio_file):
"""Main function to process audio and generate Word document.
Retries up to MAX_RETRIES times when the Gemini response cannot be
parsed, since transient malformed responses are the most common
failure mode.
"""
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:
# Retry loop: the Gemini API occasionally returns responses that
# cannot be parsed (extra prose, truncated JSON, etc.). A simple
# retry with a short delay resolves this the vast majority of the
# time without any user intervention.
raw_response = None
data = None
for attempt in range(1, MAX_RETRIES + 1):
raw_response = analyze_audio(audio_file, api_key)
data = parse_json_response(raw_response)
if data is not None:
break
logger.warning(
"Attempt %d/%d: failed to parse Gemini response (length=%d)",
attempt, MAX_RETRIES, len(raw_response) if raw_response else 0,
)
if attempt < MAX_RETRIES:
time.sleep(RETRY_DELAY_SECONDS)
if not data:
# Surface the raw response so the user (or developer) can
# inspect what Gemini actually returned.
return (
None,
f"Failed to parse the AI response after {MAX_RETRIES} attempts. "
"Open the JSON panel below to see the raw API output.",
raw_response,
)
# ---- Hallucination guard ----
is_valid, rejection_reason = _is_valid_planning_data(data)
if not is_valid:
return (
None,
rejection_reason,
json.dumps(data, indent=2),
)
# 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
def on_recording_stop(audio_data):
"""
Called when recording stops. Automatically triggers processing.
audio_data is a tuple of (sample_rate, audio_array) from microphone recording.
"""
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
if audio_array.dtype == np.float32 or audio_array.dtype == np.float64:
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
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
# ============================================================================
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.
""")
gr.File(
label="Download Blank Planning Summary",
value="Planning_Summary_Blank.docx",
interactive=False,
)
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__":
if HAS_GRADIO:
demo.launch(theme=custom_theme)
else:
print("Gradio not installed. Core logic is available for import.") |