Tools · Accounting
Tally Company Mapping
Phase 2 permanently maps an ERP client or registration to a loaded TallyPrime company using the Tally GUID.
Refresh Tally Companies
{% if initialized %}
Client accounting storage was initialized successfully.
{% endif %}
{% if mapped %}
Tally company mapping was saved successfully.
{% endif %}
{% if unmapped %}
Tally company mapping was removed.
{% endif %}
{% if command_error %}
{{ command_error }}
{% endif %}
{% set agent = live_result.agent if live_result else None %}
{% set tally = live_result.tally if live_result else None %}
{% set accounting = live_result.accounting if live_result else None %}
ERP Local Agent
{{ 'Connected' if agent_online else 'Offline' }}
{{ storage_node.node_name if storage_node else 'No active branch agent' }}
Mapping Module
{{ 'Available' if agent and agent.tally_mapping_capability else ('Update Agent' if agent_online else 'Unavailable') }}
Agent {{ agent.version if agent and agent.version else '-' }}
TallyPrime
{{ 'Connected' if tally and tally.connected else ('Not connected' if tally else 'Not checked') }}
{{ tally.url if tally and tally.url else '127.0.0.1:9000' }}
Loaded Companies
{{ tally.company_count if tally else '-' }}
GUID-based discovery
Only clients assigned to the logged-in Partner in the active branch are shown.
{% if selected_client %}
Accounting Storage
{{ selected_client.client_name }}
{{ 'Initialized' if accounting and accounting.exists else 'Not initialized' }}
{% if accounting and accounting.exists %}
- .act Database
- {{ accounting.db_path }}
- Schema Version
- {{ accounting.metadata.schema_version or '2' }}
{% else %}
{% endif %}
{% if accounting and accounting.exists and tally and tally.connected %}
Map ERP Scope to Tally Company
The Tally GUID is stored as the permanent identifier. Company name and GSTIN are retained as descriptive snapshots.
{% endif %}
{% if accounting and accounting.exists %}
Active Tally Mappings
Mappings remain valid across Tally company renames because the GUID is the persistent key.
{% if accounting.mappings %}
| ERP Scope |
Tally Company |
GUID |
GSTIN |
Loaded |
Action |
{% for mapping in accounting.mappings %}
|
{% if mapping.registration_id %}
{{ mapping.registration_type_code or 'Registration' }} · {{ mapping.registration_number or mapping.registration_id }}
{{ mapping.registration_trade_name or mapping.registration_legal_name or selected_client.client_name }}
{% else %}
Client level
{{ selected_client.client_name }}
{% endif %}
|
{{ mapping.company_name }} |
{{ mapping.tally_guid }} |
{{ mapping.gstin or '-' }} |
{{ 'Yes' if mapping.currently_loaded else 'No' }}
|
|
{% endfor %}
{% else %}
No Tally company has been mapped for this client yet.
{% endif %}
{% endif %}
{% if tally %}
Loaded Tally Companies
Read-only company discovery from the local TallyPrime instance.
{% if tally.companies %}
| Company | GUID | GSTIN |
{% for company in tally.companies %}
| {{ company.name }} |
{{ company.guid or '-' }} |
{{ company.gstin or '-' }} |
{% endfor %}
{% else %}
TallyPrime responded, but no loaded company was returned.
{% endif %}
{% endif %}
{% endif %}
Phase 2 only stores company mappings. Ledger masters, vouchers, inventory and Tally write-back remain disabled.
{% endblock %}