fix: auto fetch batch and serial no for draft stock transactions (backport #45241)

erpnext/controllers/accounts_controller.py

@@ -777,7 +777,14 @@ def set_missing_item_details(self, for_validate=False):
 					ret = get_item_details(args, self, for_validate=for_validate, overwrite_warehouse=False)
 					for fieldname, value in ret.items():
 						if item.meta.get_field(fieldname) and value is not None:
-							if item.get(fieldname) is None or fieldname in force_item_fields:
+							if (
+								item.get(fieldname) is None
+								or fieldname in force_item_fields
+								or (
+									fieldname in ["serial_no", "batch_no"]
+									and item.get("use_serial_batch_fields")
+								)
+							):
 								item.set(fieldname, value)
 
 							elif fieldname in ["cost_center", "conversion_factor"] and not item.get(

erpnext/public/js/controllers/transaction.js

@@ -579,6 +579,8 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
 							child_doctype: item.doctype,
 							child_docname: item.name,
 							is_old_subcontracting_flow: me.frm.doc.is_old_subcontracting_flow,
+							use_serial_batch_fields: item.use_serial_batch_fields,
+							serial_and_batch_bundle: item.serial_and_batch_bundle,
 						}
 					},
 

erpnext/stock/doctype/batch/batch.py

@@ -2,7 +2,7 @@
 # License: GNU General Public License v3. See license.txt
 
 
-from collections import defaultdict
+from collections import OrderedDict, defaultdict
 
 import frappe
 from frappe import _
@@ -449,11 +449,14 @@ def get_available_batches(kwargs):
 		get_auto_batch_nos,
 	)
 
-	batchwise_qty = defaultdict(float)
+	batchwise_qty = OrderedDict()
 
 	batches = get_auto_batch_nos(kwargs)
 	for batch in batches:
-		batchwise_qty[batch.get("batch_no")] += batch.get("qty")
+		if batch.get("batch_no") not in batchwise_qty:
+			batchwise_qty[batch.get("batch_no")] = batch.get("qty")
+		else:
+			batchwise_qty[batch.get("batch_no")] += batch.get("qty")
 
 	return batchwise_qty
 

erpnext/stock/doctype/delivery_note/test_delivery_note.py

@@ -2339,6 +2339,73 @@ def test_delivery_note_return_valuation_with_use_serial_batch_field(self):
 				for d in bundle_data:
 					self.assertEqual(d.incoming_rate, serial_no_valuation[d.serial_no])
 
+	def test_auto_set_serial_batch_for_draft_dn(self):
+		frappe.db.set_single_value("Stock Settings", "auto_create_serial_and_batch_bundle_for_outward", 1)
+		frappe.db.set_single_value("Stock Settings", "pick_serial_and_batch_based_on", "FIFO")
+
+		batch_item = make_item(
+			"_Test Auto Set Serial Batch Draft DN",
+			properties={
+				"has_batch_no": 1,
+				"create_new_batch": 1,
+				"is_stock_item": 1,
+				"batch_number_series": "TAS-BASD-.#####",
+			},
+		)
+
+		serial_item = make_item(
+			"_Test Auto Set Serial Batch Draft DN Serial Item",
+			properties={"has_serial_no": 1, "is_stock_item": 1, "serial_no_series": "TAS-SASD-.#####"},
+		)
+
+		batch_serial_item = make_item(
+			"_Test Auto Set Serial Batch Draft DN Batch Serial Item",
+			properties={
+				"has_batch_no": 1,
+				"has_serial_no": 1,
+				"is_stock_item": 1,
+				"create_new_batch": 1,
+				"batch_number_series": "TAS-BSD-.#####",
+				"serial_no_series": "TAS-SSD-.#####",
+			},
+		)
+
+		for item in [batch_item, serial_item, batch_serial_item]:
+			make_stock_entry(item_code=item.name, target="_Test Warehouse - _TC", qty=5, basic_rate=100)
+
+		dn = create_delivery_note(
+			item_code=batch_item,
+			qty=5,
+			rate=500,
+			use_serial_batch_fields=1,
+			do_not_submit=True,
+		)
+
+		for item in [serial_item, batch_serial_item]:
+			dn.append(
+				"items",
+				{
+					"item_code": item.name,
+					"qty": 5,
+					"rate": 500,
+					"base_rate": 500,
+					"item_name": item.name,
+					"uom": "Nos",
+					"stock_uom": "Nos",
+					"conversion_factor": 1,
+					"warehouse": dn.items[0].warehouse,
+					"use_serial_batch_fields": 1,
+				},
+			)
+
+		dn.save()
+		for row in dn.items:
+			if row.item_code == batch_item.name:
+				self.assertTrue(row.batch_no)
+
+			if row.item_code == serial_item.name:
+				self.assertTrue(row.serial_no)
+
 
 def create_delivery_note(**args):
 	dn = frappe.new_doc("Delivery Note")

erpnext/stock/get_item_details.py

@@ -115,6 +115,13 @@ def get_item_details(args, doc=None, for_validate=False, overwrite_warehouse=Tru
 
 	out.update(data)
 
+	if (
+		frappe.db.get_single_value("Stock Settings", "auto_create_serial_and_batch_bundle_for_outward")
+		and not args.get("serial_and_batch_bundle")
+		and (args.get("use_serial_batch_fields") or args.get("doctype") == "POS Invoice")
+	):
+		update_stock(args, out, doc)
+
 	if args.transaction_date and item.lead_time_days:
 		out.schedule_date = out.lead_time_date = add_days(args.transaction_date, item.lead_time_days)
 
@@ -168,6 +175,92 @@ def update_bin_details(args, out, doc):
 		out.update(bin_details)
 
 
+def update_stock(ctx, out, doc=None):
+	from erpnext.stock.doctype.batch.batch import get_available_batches
+	from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos_for_outward
+
+	if (
+		(
+			ctx.get("doctype") in ["Delivery Note", "POS Invoice"]
+			or (ctx.get("doctype") == "Sales Invoice" and ctx.get("update_stock"))
+		)
+		and out.warehouse
+		and out.stock_qty > 0
+	):
+		kwargs = frappe._dict(
+			{
+				"item_code": ctx.item_code,
+				"warehouse": ctx.warehouse,
+				"based_on": frappe.db.get_single_value("Stock Settings", "pick_serial_and_batch_based_on"),
+			}
+		)
+
+		if ctx.get("ignore_serial_nos"):
+			kwargs["ignore_serial_nos"] = ctx.get("ignore_serial_nos")
+
+		qty = out.stock_qty
+		batches = []
+		if out.has_batch_no and not ctx.get("batch_no"):
+			batches = get_available_batches(kwargs)
+			if doc:
+				filter_batches(batches, doc)
+
+			for batch_no, batch_qty in batches.items():
+				if batch_qty >= qty:
+					out.update({"batch_no": batch_no, "actual_batch_qty": qty})
+					break
+				else:
+					qty -= batch_qty
+
+				out.update({"batch_no": batch_no, "actual_batch_qty": batch_qty})
+
+		if out.has_serial_no and out.has_batch_no and has_incorrect_serial_nos(ctx, out):
+			kwargs["batches"] = [ctx.get("batch_no")] if ctx.get("batch_no") else [out.get("batch_no")]
+			serial_nos = get_serial_nos_for_outward(kwargs)
+			serial_nos = get_filtered_serial_nos(serial_nos, doc)
+
+			out["serial_no"] = "\n".join(serial_nos[: cint(out.stock_qty)])
+
+		elif out.has_serial_no and not ctx.get("serial_no"):
+			serial_nos = get_serial_nos_for_outward(kwargs)
+			serial_nos = get_filtered_serial_nos(serial_nos, doc)
+
+			out["serial_no"] = "\n".join(serial_nos[: cint(out.stock_qty)])
+
+
+def has_incorrect_serial_nos(ctx, out):
+	from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
+
+	if not ctx.get("serial_no"):
+		return True
+
+	serial_nos = get_serial_nos(ctx.get("serial_no"))
+	if len(serial_nos) != out.get("stock_qty"):
+		return True
+
+	return False
+
+
+def filter_batches(batches, doc):
+	for row in doc.get("items"):
+		if row.get("batch_no") in batches:
+			batches[row.get("batch_no")] -= row.get("qty")
+			if batches[row.get("batch_no")] <= 0:
+				del batches[row.get("batch_no")]
+
+
+def get_filtered_serial_nos(serial_nos, doc):
+	from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
+
+	for row in doc.get("items"):
+		if row.get("serial_no"):
+			for serial_no in get_serial_nos(row.get("serial_no")):
+				if serial_no in serial_nos:
+					serial_nos.remove(serial_no)
+
+	return serial_nos
+
+
 def process_args(args):
 	if isinstance(args, str):
 		args = json.loads(args)