Partnership Entities
Partnerships represent business partnerships where multiple parties (partners) share ownership and management. StructureGram automatically validates that total partner interests never exceed 100%.
Required Fields
Every partnership must have:
- Name: The partnership's name (up to 200 characters)
Optional Fields
Basic Information
- ABN (Australian Business Number): 11 digits
- TFN (Tax File Number): 9 digits (stored securely, see Sensitive Data)
- Purpose: Description of partnership purpose (up to 1,000 characters)
- Notes: Additional information (up to 5,000 characters)
Group Management
- Group Join Date: When partnership joined a particular group
- Group Exit Date: When partnership left a group
Status
| Status | Description | When to Use |
|---|---|---|
| Active | Partnership is operating (default) | Trading partnerships |
| Passive | Not actively transacting | Holding arrangements |
| Dormant | Minimal or no activity | Inactive partnerships |
| Dissolved | Partnership has been wound up | Historical entities |
| Proposed | Not yet established | Planning stage only |
Default: Active
Note: Partnerships default to "Active" status (unlike trusts which default to "Passive").
Partner Relationships
Who Can Be Partners?
Partners can be:
- ✅ Individuals
- ✅ Companies
- ✅ Trusts
- ✅ SMSFs
- ❌ NOT other Partnerships (partnerships cannot be partners in other partnerships)
Partner Interest Tracking
Each partner relationship includes:
- Partner Interest Percentage: 0-100%
- Percentage represents ownership/profit share in partnership
Relationship Labels
- Individual/Company/Trust/SMSF → (Partner In) → Partnership
- Partnership → (Has Partner) ← Individual/Company/Trust/SMSF
Critical 100% Validation
StructureGram automatically validates that total partner interests never exceed 100%.
How It Works
- When adding a new partner, system checks existing partner totals
- If new partner would cause total > 100%, you'll see an error:
"Total partner interest cannot exceed 100%. Current total: 75%, attempting to add: 30%"
- You must either:
- Reduce the new partner's percentage
- Remove/reduce existing partner percentages first
Important Notes
- ✅ Total can equal exactly 100%
- ✅ Total can be less than 100% (warning shown, not error)
- ❌ Total cannot exceed 100% (blocked at API level)
- Validation applies to both creating and updating partner relationships
Examples
Valid Allocations
Partner A: 50%
Partner B: 30%
Partner C: 20%
Total: 100% ✅
Partner A: 60%
Partner B: 25%
Total: 85% ⚠️ (warning: unallocated 15%)
Invalid Allocation (Blocked)
Partner A: 60%
Partner B: 50%
Attempting to add Partner C: 20%
Total would be: 130% ❌ BLOCKED
Relationship Capabilities
Structure (Partners of the Partnership)
- Partner ← Individual, Company, Trust, or SMSF (with percentage interest 0-100%)
As Owner
- Ownership → Asset (with percentage and ownership method)
Note: Partnerships have limited relationship capabilities. They cannot be shareholders, unitholders, directors, trustees, or beneficiaries. They can only own assets and have partners.
Examples
Professional Services Partnership
- Smith & Jones Legal Partnership
- ABN: 12 345 678 901
- Status: Active
- Partners:
- John Smith (Individual, 50%)
- Sarah Jones (Individual, 50%)
- Total: 100% ✅
- Owns office building and equipment
Multi-Entity Partnership
- Property Investment Partnership
- ABN: 98 765 432 109
- Status: Active
- Partners:
- Johnson Family Trust (60%)
- Smith Holdings Pty Ltd (30%)
- Robert Brown (Individual, 10%)
- Total: 100% ✅
- Owns multiple investment properties
Under-Allocated Partnership (Warning)
- Development Partnership
- ABN: 55 666 777 888
- Status: Active
- Partners:
- ABC Company (45%)
- XYZ Trust (35%)
- Total: 80% ⚠️
- Warning: 20% unallocated
- May indicate partner yet to be added or allocation error
Dissolved Partnership (Historical)
- Old Trading Partnership
- Status: Dissolved
- Former partners:
- Partner A (50%)
- Partner B (50%)
- Historical entity for record keeping
Common Workflows
Creating a New Partnership
- Create partnership entity with name and optional ABN
- Add first partner (e.g., 50%)
- Add second partner (e.g., 50%)
- Verify total equals 100% (or adjust as needed)
- Add owned assets if applicable
Adjusting Partner Interests
- Review current totals on partnership detail page
- Edit existing partner percentages OR
- Remove partner (frees up their percentage)
- Add new partner (within available percentage)
- System validates at each step
Handling 100% Limit
If you're blocked by the 100% limit:
- Option A: Reduce an existing partner's percentage first
- Option B: Remove a partner completely
- Option C: Reduce the new partner's percentage
- Then retry the operation
Partnership Detail Page
The partnership detail page shows:
Entity Details Section
- Name, ABN, TFN (if set)
- Status badge
- Group assignment
- Purpose and notes
- Owned assets list (inline, not separate tab)
Partners Tab
- Complete list of partners
- Partner name, type, and percentage
- Total interest calculation (e.g., "Total: 85% (15% unallocated)")
- Add/edit/remove partner buttons
Diagram Tab
- Visual representation in ownership diagrams
- Purple color scheme for partnerships
- Partner relationship edges with percentage labels
Implementation Notes
Code vs Story Differences
- 100% Validation: Fully implemented at API level with real-time feedback (story outlined concept, implementation adds comprehensive error messaging)
- Unallocated Warning: System shows warning for <100% but doesn't block (not specified in story)
- Dissolution Status: Added "dissolved" status option (story mentioned but didn't detail)
- TFN Storage: Secure encryption with separate fields (
tfnEncrypted,tfnLast3) not detailed in story - Diagram Integration: Full JointJS rendering with purple color scheme implemented (story mentioned but didn't specify colors)
- Entity Exclusion: Partnerships cannot be partners of other partnerships - enforced at validation level (implied by story, explicitly implemented)
Validation Rules
- Name is required (up to 200 characters)
- ABN must be exactly 11 digits (digits only, optional)
- TFN must be 8 or 9 digits (digits only, optional)
- Partner percentages: 0-100% (enforced per relationship)
- Total partner interest: ≤100% (enforced across all partners)
- Partners must be individuals, companies, trusts, or SMSFs only