refactor: calculate summary on tree navigation

(cherry picked from commit f7b7b2b438)

erpnext/accounts/doctype/bisect_accounting_statements/bisect_accounting_statements.js

@@ -17,7 +17,6 @@ frappe.ui.form.on("Bisect Accounting Statements", {
 		frm.add_custom_button(__('Build Tree'), () =>
 			frm.trigger("build_tree")
 		);
-		// frm.change_custom_button_type(__('Bisect'), null, 'primary');
 	},
 	bisect_left(frm) {
 		frm.call({
@@ -54,5 +53,5 @@ frappe.ui.form.on("Bisect Accounting Statements", {
 				console.log(r);
 			}
 		});
-	}
+	},
 });

erpnext/accounts/doctype/bisect_accounting_statements/bisect_accounting_statements.json

@@ -7,13 +7,26 @@
  "editable_grid": 1,
  "engine": "InnoDB",
  "field_order": [
+  "company",
+  "column_break_hcam",
   "from_date",
   "column_break_qxbi",
   "to_date",
   "column_break_iwny",
   "algorithm",
   "section_break_zbty",
-  "current_node"
+  "current_node",
+  "sandbox",
+  "section_break_hmsy",
+  "current_from_date",
+  "column_break_uqyd",
+  "current_to_date",
+  "section_break_hbyo",
+  "p_l_summary",
+  "column_break_aivo",
+  "b_s_summary",
+  "column_break_gvwx",
+  "difference"
  ],
  "fields": [
   {
@@ -50,13 +63,73 @@
    "fieldtype": "Link",
    "label": "Current Node",
    "options": "Nodes"
+  },
+  {
+   "fieldname": "sandbox",
+   "fieldtype": "HTML",
+   "label": "sandbox"
+  },
+  {
+   "fieldname": "section_break_hmsy",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "current_from_date",
+   "fieldtype": "Datetime",
+   "label": "Current From Date"
+  },
+  {
+   "fieldname": "current_to_date",
+   "fieldtype": "Datetime",
+   "label": "Current To Date"
+  },
+  {
+   "fieldname": "column_break_uqyd",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "section_break_hbyo",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "p_l_summary",
+   "fieldtype": "Data",
+   "label": "P&L Summary"
+  },
+  {
+   "fieldname": "b_s_summary",
+   "fieldtype": "Data",
+   "label": "Balance Sheet Summary"
+  },
+  {
+   "fieldname": "difference",
+   "fieldtype": "Data",
+   "label": "Difference"
+  },
+  {
+   "fieldname": "column_break_aivo",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "column_break_gvwx",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "label": "Company",
+   "options": "Company"
+  },
+  {
+   "fieldname": "column_break_hcam",
+   "fieldtype": "Column Break"
   }
  ],
  "hide_toolbar": 1,
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2023-09-26 12:09:23.649156",
+ "modified": "2023-09-26 21:07:14.290963",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bisect Accounting Statements",

erpnext/accounts/doctype/bisect_accounting_statements/bisect_accounting_statements.py

@@ -116,6 +116,20 @@ class BisectAccountingStatements(Document):
 		root = frappe.db.get_all("Nodes", filters={"root": ["is", "not set"]})[0]
 		frappe.db.set_single_value("Bisect Accounting Statements", "current_node", root.name)
 
+	def get_report_summary(self):
+		filters = {
+			"company": self.company,
+			"filter_based_on": "Date Range",
+			"period_start_date": self.current_from_date,
+			"period_end_date": self.current_to_date,
+			"periodicity": "Yearly",
+		}
+		pl_summary = frappe.get_doc("Report", "Profit and Loss Statement")
+		self.p_l_summary = pl_summary.execute_script_report(filters=filters)[5]
+		bs_summary = frappe.get_doc("Report", "Balance Sheet")
+		self.b_s_summary = bs_summary.execute_script_report(filters=filters)[5]
+		self.difference = abs(self.p_l_summary - self.b_s_summary)
+
 	@frappe.whitelist()
 	def bisect_left(self):
 		if self.current_node is not None:
@@ -123,8 +137,9 @@ class BisectAccountingStatements(Document):
 			if cur_node.left_child is not None:
 				lft_node = frappe.get_doc("Nodes", cur_node.left_child)
 				self.current_node = cur_node.left_child
-				self.from_date = lft_node.period_from_date
+				self.current_from_date = lft_node.period_from_date
-				self.to_date = lft_node.period_to_date
+				self.current_to_date = lft_node.period_to_date
+				self.get_report_summary()
 				self.save()
 			else:
 				frappe.msgprint("No more children on Left")
@@ -136,8 +151,9 @@ class BisectAccountingStatements(Document):
 			if cur_node.right_child is not None:
 				rgt_node = frappe.get_doc("Nodes", cur_node.right_child)
 				self.current_node = cur_node.right_child
-				self.from_date = rgt_node.period_from_date
+				self.current_from_date = rgt_node.period_from_date
-				self.to_date = rgt_node.period_to_date
+				self.current_to_date = rgt_node.period_to_date
+				self.get_report_summary()
 				self.save()
 			else:
 				frappe.msgprint("No more children on Right")
@@ -149,8 +165,9 @@ class BisectAccountingStatements(Document):
 			if cur_node.root is not None:
 				root = frappe.get_doc("Nodes", cur_node.root)
 				self.current_node = cur_node.root
-				self.from_date = root.period_from_date
+				self.current_from_date = root.period_from_date
-				self.to_date = root.period_to_date
+				self.current_to_date = root.period_to_date
+				self.get_report_summary()
 				self.save()
 			else:
 				frappe.msgprint("Reached Root")