Strange replication failure on date field under MySQL 5.7

This problem cropped up yesterday and I’m quite stumped. I have a primary RDS cluster that is running MySQL 5.6 and RDS is forcing everyone to 5.7 soon. I have a smaller standalone replication slave we use for some heavy reporting queries. The slave was moved to 5.7 yesterday (I think RDS didn’t allow the primary to upgrade while the slave was upgrading), and replication ran fine for about 6 hours, but finally stopped hard with this 1292 SQL error

Error 'Incorrect date value: '' for column 'delivery_date' at row 1' on query. 
Default database: 'dbname'. Query: 'INSERT shipment SET
                    carrier = "Shipper",
                    bill_number = "1234",
                    tracking_num = "1234",
                    invoice_date = "2021-07-08",
                    fee = "1.00",
                    ship_date = "2021-06-10",
                    delivery_date = NULL,
                    zip_from = "ABCD",
                    zip_to = "",
                    recipient = "||",
                    shipper = "COMPANY",
                    notes = "||||",
                    found = "No"'

This error doesn’t make sense. That field allows NULL so it shouldn’t be an issue. Here’s the structure

CREATE TABLE `shipment` (
  `id` int(10) unsigned NOT NULL AUTO_INCREMENT,
  `carrier` varchar(45) NOT NULL,
  `bill_number` varchar(45) NOT NULL,
  `tracking_num` varchar(45) NOT NULL,
  `invoice_date` date NOT NULL,
  `fee` decimal(8,2) NOT NULL,
  `ship_date` date DEFAULT NULL,
  `delivery_date` date DEFAULT NULL,
  `recipient` varchar(255) DEFAULT NULL,
  `shipper` varchar(255) DEFAULT NULL,
  `zip_from` varchar(5) DEFAULT NULL,
  `zip_to` varchar(5) DEFAULT NULL,
  `notes` text,
  `found` enum('No','Yes','PO','Invoice','Event','Manual','Fee','Supplies') NOT NULL DEFAULT 'No',
  PRIMARY KEY (`id`),
  UNIQUE KEY `carrier` (`carrier`,`bill_number`,`tracking_num`)

This is the sql-mode from the config


I’ve tried removing STRICT_TRANS_TABLES and even most of the whole set of configs there (RDS won’t let you blank the field) and no luck. Our development server has used 5.7 for quite some time and accepts the query without complaint (both are 5.7.34). Skipping doesn’t help because there are several dozen records it needs to update like this so it still breaks