fix: adjust excess cf leaves in new leaves taken if number exceeds cf leaves allocation

erpnext/hr/doctype/leave_application/leave_application.py

@@ -937,12 +937,7 @@ def get_remaining_leaves(
 
 	if cf_expiry and allocation.unused_leaves:
 		# allocation contains both carry forwarded and new leaves
-		cf_leaves_taken = get_leaves_for_period(
+		new_leaves_taken, cf_leaves_taken = get_new_and_cf_leaves_taken(allocation, cf_expiry)
-			allocation.employee, allocation.leave_type, allocation.from_date, cf_expiry
-		)
-		new_leaves_taken = get_leaves_for_period(
-			allocation.employee, allocation.leave_type, add_days(cf_expiry, 1), allocation.to_date
-		)
 
 		if getdate(date) > getdate(cf_expiry):
 			# carry forwarded leaves have expired
@@ -967,6 +962,24 @@ def get_remaining_leaves(
 	return frappe._dict(leave_balance=leave_balance, leave_balance_for_consumption=remaining_leaves)
 
 
+def get_new_and_cf_leaves_taken(allocation: Dict, cf_expiry: str) -> Tuple[float, float]:
+	"""returns new leaves taken and carry forwarded leaves taken within an allocation period based on cf leave expiry"""
+	cf_leaves_taken = get_leaves_for_period(
+		allocation.employee, allocation.leave_type, allocation.from_date, cf_expiry
+	)
+	new_leaves_taken = get_leaves_for_period(
+		allocation.employee, allocation.leave_type, add_days(cf_expiry, 1), allocation.to_date
+	)
+
+	# using abs because leaves taken is a -ve number in the ledger
+	if abs(cf_leaves_taken) > allocation.unused_leaves:
+		# adjust the excess leaves in new_leaves_taken
+		new_leaves_taken += -(abs(cf_leaves_taken) - allocation.unused_leaves)
+		cf_leaves_taken = -allocation.unused_leaves
+
+	return new_leaves_taken, cf_leaves_taken
+
+
 def get_leaves_for_period(
 	employee: str, leave_type: str, from_date: str, to_date: str, skip_expired_leaves: bool = True
 ) -> float:

erpnext/hr/doctype/leave_application/test_leave_application.py

@@ -28,6 +28,7 @@ from erpnext.hr.doctype.leave_application.leave_application import (
 	get_leave_allocation_records,
 	get_leave_balance_on,
 	get_leave_details,
+	get_new_and_cf_leaves_taken,
 )
 from erpnext.hr.doctype.leave_policy_assignment.leave_policy_assignment import (
 	create_assignment_for_multiple_employees,
@@ -1063,6 +1064,46 @@ class TestLeaveApplication(unittest.TestCase):
 
 		self.assertEqual(leave_details["leave_allocation"][leave_type.name], expected_data)
 
+	@set_holiday_list("Holiday List w/o Weekly Offs", "_Test Company")
+	def test_leave_details_with_application_across_cf_expiry_2(self):
+		"""Tests the same case as above but with leave days greater than cf leaves allocated"""
+		employee = get_employee()
+		leave_type = create_leave_type(
+			leave_type_name="_Test_CF_leave_expiry",
+			is_carry_forward=1,
+			expire_carry_forwarded_leaves_after_days=90,
+		).insert()
+
+		leave_alloc = create_carry_forwarded_allocation(employee, leave_type)
+		cf_expiry = frappe.db.get_value(
+			"Leave Ledger Entry", {"transaction_name": leave_alloc.name, "is_carry_forward": 1}, "to_date"
+		)
+
+		# leave application across cf expiry, 20 days leave
+		application = make_leave_application(
+			employee.name,
+			add_days(cf_expiry, -16),
+			add_days(cf_expiry, 3),
+			leave_type.name,
+		)
+
+		# 15 cf leaves and 5 new leaves should be consumed
+		# after adjustment of the actual days breakup (17 and 3) because only 15 cf leaves have been allocated
+		new_leaves_taken, cf_leaves_taken = get_new_and_cf_leaves_taken(leave_alloc, cf_expiry)
+		self.assertEqual(new_leaves_taken, -5.0)
+		self.assertEqual(cf_leaves_taken, -15.0)
+
+		leave_details = get_leave_details(employee.name, add_days(cf_expiry, 4))
+		expected_data = {
+			"total_leaves": 30.0,
+			"expired_leaves": 0,
+			"leaves_taken": 20.0,
+			"leaves_pending_approval": 0.0,
+			"remaining_leaves": 10.0,
+		}
+
+		self.assertEqual(leave_details["leave_allocation"][leave_type.name], expected_data)
+
 	@set_holiday_list("Holiday List w/o Weekly Offs", "_Test Company")
 	def test_leave_details_with_application_after_cf_expiry(self):
 		"""Tests leave details with leave application after cf expiry, such that: