fix(credit-note): set incoming rate as zero for expired batch

(cherry picked from commit e78c750b4e)

erpnext/controllers/sales_and_purchase_return.py

@@ -12,7 +12,7 @@ from frappe.utils import cint, flt, format_datetime, get_datetime
 
 import erpnext
 from erpnext.stock.serial_batch_bundle import get_batches_from_bundle
-from erpnext.stock.utils import get_combine_datetime, get_incoming_rate, get_valuation_method
+from erpnext.stock.utils import get_combine_datetime, get_incoming_rate, get_valuation_method, getdate
 
 
 class StockOverReturnError(frappe.ValidationError):
@@ -759,6 +759,29 @@ def get_rate_for_return(
 		StockLedgerEntry = frappe.qb.DocType("Stock Ledger Entry")
 		select_field = Abs(StockLedgerEntry.stock_value_difference / StockLedgerEntry.actual_qty)
 
+	item_details = frappe.get_cached_value("Item", item_code, ["has_batch_no", "has_expiry_date"], as_dict=1)
+	set_zero_rate_for_expired_batch = frappe.db.get_single_value(
+		"Selling Settings", "set_zero_rate_for_expired_batch"
+	)
+
+	if (
+		set_zero_rate_for_expired_batch
+		and item_details.has_batch_no
+		and item_details.has_expiry_date
+		and not return_against
+		and voucher_type in ["Sales Invoice", "Delivery Note"]
+	):
+		# set incoming_rate zero explicitly for standalone credit note with expired batch
+		batch_no = frappe.db.get_value(f"{voucher_type} Item", voucher_detail_no, "batch_no")
+		if batch_no and is_batch_expired(batch_no, sle.get("posting_date")):
+			frappe.db.set_value(
+				voucher_type + " Item",
+				voucher_detail_no,
+				"incoming_rate",
+				0,
+			)
+			return 0
+
 	rate = flt(frappe.db.get_value("Stock Ledger Entry", filters, select_field))
 	if not (rate and return_against) and voucher_type in ["Sales Invoice", "Delivery Note"]:
 		rate = frappe.db.get_value(f"{voucher_type} Item", voucher_detail_no, "incoming_rate")
@@ -1276,3 +1299,17 @@ def get_sales_invoice_item_from_consolidated_invoice(return_against_pos_invoice,
 		return result[0].name if result else None
 	except Exception:
 		return None
+
+
+def is_batch_expired(batch_no, posting_date):
+	"""
+	To check whether the batch is expired or not based on the posting date.
+	"""
+	expiry_date = frappe.db.get_value("Batch", batch_no, "expiry_date")
+	if not expiry_date:
+		return
+
+	if getdate(posting_date) > getdate(expiry_date):
+		return True
+
+	return False

erpnext/controllers/selling_controller.py

@@ -8,7 +8,7 @@ from frappe.utils import cint, flt, get_link_to_form, nowtime
 
 from erpnext.accounts.party import render_address
 from erpnext.controllers.accounts_controller import get_taxes_and_charges
-from erpnext.controllers.sales_and_purchase_return import get_rate_for_return
+from erpnext.controllers.sales_and_purchase_return import get_rate_for_return, is_batch_expired
 from erpnext.controllers.stock_controller import StockController
 from erpnext.stock.doctype.item.item import set_item_default
 from erpnext.stock.get_item_details import get_bin_details, get_conversion_factor
@@ -536,16 +536,31 @@ class SellingController(StockController):
 		allow_at_arms_length_price = frappe.get_cached_value(
 			"Stock Settings", None, "allow_internal_transfer_at_arms_length_price"
 		)
+		set_zero_rate_for_expired_batch = frappe.db.get_single_value(
+			"Selling Settings", "set_zero_rate_for_expired_batch"
+		)
+
 		items = self.get("items") + (self.get("packed_items") or [])
 		for d in items:
 			if not frappe.get_cached_value("Item", d.item_code, "is_stock_item"):
 				continue
 
 			item_details = frappe.get_cached_value(
-				"Item", d.item_code, ["has_serial_no", "has_batch_no"], as_dict=1
+				"Item", d.item_code, ["has_serial_no", "has_batch_no", "has_expiry_date"], as_dict=1
 			)
 
-			if not self.get("return_against") or (
+			if (
+				set_zero_rate_for_expired_batch
+				and item_details.has_batch_no
+				and item_details.has_expiry_date
+				and self.get("is_return")
+				and not self.get("return_against")
+				and is_batch_expired(d.batch_no, self.get("posting_date"))
+			):
+				# set incoming rate as zero for stand-lone credit note with expired batch
+				d.incoming_rate = 0
+
+			elif not self.get("return_against") or (
 				get_valuation_method(d.item_code, self.company) == "Moving Average"
 				and self.get("is_return")
 				and not item_details.has_serial_no

erpnext/selling/doctype/selling_settings/selling_settings.py

@@ -44,7 +44,7 @@ class SellingSettings(Document):
 		role_to_override_stop_action: DF.Link | None
 		sales_update_frequency: DF.Literal["Monthly", "Each Transaction", "Daily"]
 		selling_price_list: DF.Link | None
-		set_zero_rate_for_expired: DF.Check
+		set_zero_rate_for_expired_batch: DF.Check
 		so_required: DF.Literal["No", "Yes"]
 		territory: DF.Link | None
 		use_legacy_js_reactivity: DF.Check