Fix Tally ODBC selector GUID and workspace FY mirror defaults

app/modules/accounting/templates/accounting/tally.html

@@ -316,6 +316,7 @@
           <option value="{{ fy }}" {% if fy == selected_financial_year %}selected{% endif %}>FY {{ fy }}</option>
           {% endfor %}
         </select>
+        <span class="mt-1 block text-xs text-slate-500">Defaults to the ERP workspace FY (FY {{ workspace_financial_year }}). You can still choose another FY to create or refresh its separate mirror.</span>
       </label>
       <label class="text-sm font-medium text-slate-700">Mapped Tally Company
         <select name="tally_guid" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">

app/modules/accounting/ui.py

@@ -67,6 +67,19 @@ def _financial_year_for_date(value: date | None = None) -> str:
     return f"{start_year}-{str(start_year + 1)[-2:]}"
 
 
+def _active_financial_year(request: Request) -> str:
+    """Return the FY selected in the ERP workspace header."""
+    value = (
+        request.session.get("active_financial_year")
+        or getattr(request.state, "year_code", None)
+        or ""
+    )
+    value = str(value or "").strip()
+    if re.fullmatch(r"\d{4}-\d{2}", value):
+        return value
+    return _financial_year_for_date()
+
+
 def _financial_year_bounds(financial_year: str) -> tuple[date, date]:
     match = re.fullmatch(r"(\d{4})-(\d{2})", str(financial_year or "").strip())
     if not match:
@@ -237,13 +250,14 @@ def tally_tool(
         live_result = None
         analysis_history = []
         command_error = error or ""
-        selected_financial_year = str(financial_year or _financial_year_for_date()).strip()
+        workspace_financial_year = _active_financial_year(request)
+        selected_financial_year = str(financial_year or workspace_financial_year).strip()
         try:
             selected_fy_start, selected_fy_end = _financial_year_bounds(selected_financial_year)
         except Exception:
-            selected_financial_year = _financial_year_for_date()
+            selected_financial_year = workspace_financial_year
             selected_fy_start, selected_fy_end = _financial_year_bounds(selected_financial_year)
-        mirror_fy_options = _financial_year_options(_financial_year_for_date(), 7)
+        mirror_fy_options = _financial_year_options(workspace_financial_year, 7)
         should_query_agent = bool(refresh or selected_client)
 
         if refresh:
@@ -309,6 +323,7 @@ def tally_tool(
             transaction_date_from=transaction_date_from,
             transaction_date_to=transaction_date_to,
             selected_financial_year=selected_financial_year,
+            workspace_financial_year=workspace_financial_year,
             mirror_fy_options=mirror_fy_options,
             command_error=command_error,
             analysis_history=analysis_history,

app/modules/documents/agent_package.py

@@ -4,7 +4,7 @@ import io
 from pathlib import Path
 import zipfile
 
-ERP_LOCAL_AGENT_VERSION = "1.26.0"
+ERP_LOCAL_AGENT_VERSION = "1.26.1"
 ERP_LOCAL_AGENT_NAME = "ERP Local Agent"
 RUNTIME_ROOT = Path(__file__).resolve().parent / "local_agent_runtime"
 _DETERMINISTIC_ZIP_TIMESTAMP = (2026, 1, 1, 0, 0, 0)

app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py

@@ -1,2 +1,2 @@
-__version__ = "1.26.0"
+__version__ = "1.26.1"
 AGENT_NAME = "ERP Local Agent"

app/modules/documents/local_agent_runtime/erp_local_agent/accounting_mirror.py

@@ -31,6 +31,36 @@ def _number(value: Any) -> float:
     m = re.search(r"[-+]?\d+(?:\.\d+)?", s)
     return float(m.group(0)) if m else 0.0
 
+def _is_placeholder_company_guid(value: Any) -> bool:
+    """True when ODBC returned a company selector token rather than a GUID."""
+    text = _text(value).strip()
+    if not text:
+        return True
+    normal = re.sub(r"[^A-Z0-9]+", "_", text.upper()).strip("_")
+    return normal in {
+        "ACTIVE_COMPANY",
+        "CURRENT_COMPANY",
+        "SELECTED_COMPANY",
+        "TALLY_ACTIVE_COMPANY",
+        "COMPANY",
+        "ACTIVE",
+        "CURRENT",
+        "N_A",
+        "NA",
+        "NONE",
+        "NULL",
+    }
+
+
+def _company_identity_name(value: Any) -> str:
+    """Normalize descriptive company name for GUID-unavailable fallback."""
+    text = _text(value).strip().casefold()
+    # Ignore only a trailing FY/year suffix such as -25-26 or 2025-26.
+    text = re.sub(r"[\s_-]+(?:fy\s*)?\d{2,4}\s*[-/]\s*\d{2,4}\s*$", "", text).strip()
+    text = re.sub(r"[^a-z0-9]+", " ", text)
+    return re.sub(r"\s+", " ", text).strip()
+
+
 def _safe_key(value: str) -> str:
     text = re.sub(r"[^A-Za-z0-9_.-]+", "_", _text(value)).strip("_")
     return text[:80] or "company"
@@ -361,15 +391,34 @@ class AccountingMirrorEngine:
         exp_name = _text(expected_company_name)
         exp_guid = _text(expected_company_guid)
         validation_warnings: list[str] = []
-        # The Tally GUID is the permanent company identity. Company names are descriptive
+        # A genuine Tally GUID remains authoritative. Some ODBC builds return a
-        # snapshots only and commonly contain FY/year suffixes (for example "-25-26").
+        # selector token such as ACTIVE_COMPANY instead of the real GUID.
-        # Never reject a valid mirror merely because the descriptive name changed.
+        actual_guid_is_placeholder = _is_placeholder_company_guid(actual_guid)
-        if exp_guid and actual_guid and exp_guid != actual_guid:
+
-            raise RuntimeError(f"Tally company GUID mismatch. ERP expected {exp_guid}, ODBC returned {actual_guid}.")
+        if exp_guid and actual_guid and not actual_guid_is_placeholder and exp_guid != actual_guid:
-        if exp_name and actual_name and actual_name.casefold() != exp_name.casefold():
+            raise RuntimeError(
+                f"Tally company GUID mismatch. ERP expected {exp_guid}, ODBC returned {actual_guid}."
+            )
+
+        if exp_guid and actual_guid_is_placeholder:
+            expected_name_key = _company_identity_name(exp_name)
+            actual_name_key = _company_identity_name(actual_name)
+            if not expected_name_key or not actual_name_key or expected_name_key != actual_name_key:
+                raise RuntimeError(
+                    "Tally ODBC did not return a usable company GUID "
+                    f"(returned '{actual_guid or 'blank'}') and the company name could not safely "
+                    f"confirm the saved mapping. ERP expected '{exp_name}', ODBC returned '{actual_name}'."
+                )
+            validation_warnings.append(
+                "Tally ODBC returned a selector token instead of the real company GUID "
+                f"('{actual_guid or 'blank'}'). The mirror was accepted because the normalized "
+                "company name matches the saved ERP mapping. The saved ERP GUID was preserved."
+            )
+
+        if exp_name and actual_name and _company_identity_name(actual_name) != _company_identity_name(exp_name):
             validation_warnings.append(
                 f"Tally company name differs from the ERP snapshot: ERP '{exp_name}', Tally '{actual_name}'. "
-                "The export was accepted because company identity is based on the Tally GUID."
+                "The saved ERP mapping was not changed."
             )
 
         report(96, "Publishing Accounting Mirror", "Publishing the verified SQLite mirror inside the client's Accounting folder.", rows=dict(rows))
@@ -385,11 +434,14 @@ class AccountingMirrorEngine:
             dst.close(); src.close()
         temp.replace(paths.current_mirror)
 
-        cache = self._cache_file(paths, actual_name, actual_guid)
+        effective_guid = exp_guid if _is_placeholder_company_guid(actual_guid) else actual_guid
+        cache = self._cache_file(paths, actual_name, effective_guid)
         shutil.copy2(paths.current_mirror, cache)
         result = {
             "ok": True, "synced_at_utc": _utc_now(), "company_name": actual_name,
-            "company_guid": actual_guid, "company_cache_path": str(cache),
+            "company_guid": effective_guid,
+            "odbc_company_guid": actual_guid,
+            "company_cache_path": str(cache),
             "validation_warnings": validation_warnings,
             "extractor_log_tail": log[-1500:], "loader_log_tail": llog[-1500:],
             **self.status(client_id),