Includes examples at docassemble.income:interview_test.yml, docassemble.income:financial_statement.yml
def amount(self, period_to_use=1):
"""Returns the amount earned over the specified period """
def types(self):
"""Returns a set of the unique types of values stored in the list. Will fail if any items in the list leave the type field unspecified"""
def owners(self, type=None):
"""Returns a set of the unique owners for the specified type of value stored in the list. If type is None, returns all unique owners in the IncomeList"""
def total(self, period_to_use=1, type=None):
"""Returns the total periodic value in the list, gathering the list items if necessary.
def market_value_total(self, type=None):
"""Returns the total market value of values in the list."""
def balance_total(self, type=None):
def matches(self, type):
"""Returns an IncomeList consisting only of elements matching the specified Income type, assisting in filling PDFs with predefined spaces"""
def net_amount(self, period_to_use=1):
"""Returns the net amount (e.g., minus deductions). Only applies if value is non-hourly."""
def gross_amount(self, period_to_use=1):
"""Gross amount is identical to value"""
def gross_total(self, period_to_use=1, type=None):
def net_total(self, period_to_use=1, type=None):
def amount(self):
Like SimpleValue, but adds year_make_model method
def types(self):
"""Returns a set of the unique types of values stored in the list. Will fail if any items in the list leave the type field unspecified"""
def total(self, type=None):
Like Income, but the value field is optional
list of Assets
recent_years(years=15, order='descending',future=1):
"""Returns a list of the most recent years, continuing into the future. Defaults to most recent 15 years+1. Useful to populate
a combobox of years where the most recent ones are most likely. E.g. automobile years or birthdate.
Keyword paramaters: years, order (descending or ascending), future (defaults to 1)"""
asset_type_list() :
"""Returns a list of assset types for a multiple choice dropdown"""
income_type_list() :
"""Returns a list of income types for a multiple choice dropdown"""
def non_wage_income_list():
"""Returns a list of income types for a multiple choice dropdown, excluding wages"""
expense_type_list() :
"""Returns a list of expense types for a multiple choice dropdown"""
def flatten(listname,index=1):
"""Return just the nth item in an 2D list. Intended to use for multiple choice option lists in Docassemble.
e.g., flatten(asset_type_list()) will return ['Savings','Certificate of Deposit'...] """
def income_period(frequency):
"""Returns the plain language translation of the income period, which is a number"""