diff --git a/scipost_django/finances/admin.py b/scipost_django/finances/admin.py
index a56da3b0247c69fff534afb67b55a2caab38ac27..4311d246c0c3a47a58ca50ba5dd87b4f4fd6ed74 100644
--- a/scipost_django/finances/admin.py
+++ b/scipost_django/finances/admin.py
@@ -9,8 +9,6 @@ from .models import (
SubsidyPayment,
SubsidyAttachment,
PubFrac,
- PubFracCompensation,
- PublicationExpenditureCoverage,
WorkLog,
PeriodicReportType,
PeriodicReport,
@@ -79,6 +77,7 @@ class PubFracAdmin(admin.ModelAdmin):
autocomplete_fields = [
"organization",
"publication",
+ "compensated_by",
]
search_fields = [
"publication__doi_label",
@@ -92,54 +91,6 @@ class PubFracAdmin(admin.ModelAdmin):
return (obj.publication.doi_label)
-@admin.register(PubFracCompensation)
-class PubFracCompensationAdmin(admin.ModelAdmin):
- list_display = [
- "subsidy",
- "doi_label_display",
- "amount",
- ]
- autocomplete_fields = [
- "subsidy",
- "pubfrac",
- ]
- search_fields = [
- "subsidy",
- "pubfrac__organization__name",
- "pubfrac__organization__name_original",
- "pubfrac__organization__acronym",
- "pubfrac__publication__doi_label",
- ]
-
- @admin.display(description='doi label')
- def doi_label_display(self, obj):
- return (obj.pubfrac.publication.doi_label)
-
-
-@admin.register(PublicationExpenditureCoverage)
-class PublicationExpenditureCoverageAdmin(admin.ModelAdmin):
- list_display = [
- "subsidy",
- "doi_label_display",
- "amount",
- ]
- autocomplete_fields = [
- "subsidy",
- "publication",
- ]
- search_fields = [
- "subsidy",
- "subsidy__organization__name",
- "subsidy__organization__name_original",
- "subsidy__organization__acronym",
- "publication__doi_label",
- ]
-
- @admin.display(description='doi label')
- def doi_label_display(self, obj):
- return (obj.publication.doi_label)
-
-
@admin.register(WorkLog)
class WorkLogAdmin(admin.ModelAdmin):
autocomplete_fields = ["user"]
diff --git a/scipost_django/finances/migrations/0041_remove_publicationexpenditurecoverage_publication_and_more.py b/scipost_django/finances/migrations/0041_remove_publicationexpenditurecoverage_publication_and_more.py
new file mode 100644
index 0000000000000000000000000000000000000000..dfad70c26f0d21e58fc49e031275b90621f37ebf
--- /dev/null
+++ b/scipost_django/finances/migrations/0041_remove_publicationexpenditurecoverage_publication_and_more.py
@@ -0,0 +1,39 @@
+# Generated by Django 4.2.10 on 2024-03-16 09:09
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+ dependencies = [
+ ("finances", "0040_alter_pubfraccompensation_options_and_more"),
+ ]
+
+ operations = [
+ migrations.RemoveField(
+ model_name="publicationexpenditurecoverage",
+ name="publication",
+ ),
+ migrations.RemoveField(
+ model_name="publicationexpenditurecoverage",
+ name="subsidy",
+ ),
+ migrations.AddField(
+ model_name="pubfrac",
+ name="compensated_by",
+ field=models.ForeignKey(
+ blank=True,
+ null=True,
+ on_delete=django.db.models.deletion.CASCADE,
+ related_name="compensated_pubfracs",
+ to="finances.subsidy",
+ ),
+ ),
+ migrations.DeleteModel(
+ name="PubFracCompensation",
+ ),
+ migrations.DeleteModel(
+ name="PublicationExpenditureCoverage",
+ ),
+ ]
diff --git a/scipost_django/finances/models/__init__.py b/scipost_django/finances/models/__init__.py
index c1669c99e7df453c2f0a73ee77c213dce8a80170..a3406bafcfe908dd22e605c39a4ea3d3658c457e 100644
--- a/scipost_django/finances/models/__init__.py
+++ b/scipost_django/finances/models/__init__.py
@@ -8,12 +8,8 @@ from .periodic_report import (
PeriodicReport,
)
-from .pex_coverage import PublicationExpenditureCoverage
-
from .pubfrac import PubFrac
-from .pubfrac_compensation import PubFracCompensation
-
from .subsidy import Subsidy
from .subsidy_payment import SubsidyPayment
diff --git a/scipost_django/finances/models/pex_coverage.py b/scipost_django/finances/models/pex_coverage.py
deleted file mode 100644
index cdc846b7bd09e3b91e3254929e20109b1555dec0..0000000000000000000000000000000000000000
--- a/scipost_django/finances/models/pex_coverage.py
+++ /dev/null
@@ -1,44 +0,0 @@
-__copyright__ = "Copyright © Stichting SciPost (SciPost Foundation)"
-__license__ = "AGPL v3"
-
-
-from django.db import models
-
-
-class PublicationExpenditureCoverage(models.Model):
- """
- An amount from a Subsidy which is ascribed to a Publication as expenditure coverage.
-
- A Coverage is applied to a Publication as a whole, not to individual PubFracs.
- This class thus complements PubFracCompensation, which compensates costs
- at the PubFrac level.
- """
-
- subsidy = models.ForeignKey(
- "finances.Subsidy",
- related_name="pex_coverages",
- on_delete=models.CASCADE,
- )
-
- publication = models.ForeignKey(
- "journals.Publication",
- related_name="pex_coverages",
- on_delete=models.CASCADE,
- )
-
- amount = models.PositiveIntegerField()
-
- class Meta:
- constraints = [
- models.UniqueConstraint(
- fields=["subsidy", "publication"], name="unique_subsidy_publication"
- ),
- ]
- verbose_name = "PEX coverage"
- verbose_name_plural = "PEX coverages"
-
- def __str__(self):
- return (
- f"€{self.amount} for {self.publication.doi_label} "
- f"from {self.subsidy.organization}"
- )
diff --git a/scipost_django/finances/models/pubfrac.py b/scipost_django/finances/models/pubfrac.py
index b4c9015c048f8008af2038bfca8cbbf390f23708..3cd0f66dbf5812f8195aa8aaeab3f8d734862667 100644
--- a/scipost_django/finances/models/pubfrac.py
+++ b/scipost_django/finances/models/pubfrac.py
@@ -32,6 +32,13 @@ class PubFrac(models.Model):
fraction = models.DecimalField(
max_digits=4, decimal_places=3, default=Decimal("0.000")
)
+ compensated_by = models.ForeignKey(
+ "finances.Subsidy",
+ related_name="compensated_pubfracs",
+ blank=True,
+ null=True,
+ on_delete=models.CASCADE,
+ )
# Calculated field
cf_value = models.PositiveIntegerField(blank=True, null=True)
@@ -49,17 +56,7 @@ class PubFrac(models.Model):
@property
def compensated(self):
- """Compensated part of this PubFrac."""
- return (
- self.pubfrac_compensations.aggregate(models.Sum("amount"))["amount__sum"]
- if self.pubfrac_compensations.exists()
- else 0
- )
-
- @property
- def arrears(self):
- """Uncovered and uncompensated part of this PubFrac."""
- return self.cf_value - self.compensated
+ return self.compensated_by is not None
@receiver(pre_save, sender=PubFrac)
diff --git a/scipost_django/finances/models/pubfrac_compensation.py b/scipost_django/finances/models/pubfrac_compensation.py
deleted file mode 100644
index 0aa5c48ab22f3c2de6c79d9d5addedc7336f2645..0000000000000000000000000000000000000000
--- a/scipost_django/finances/models/pubfrac_compensation.py
+++ /dev/null
@@ -1,34 +0,0 @@
-__copyright__ = "Copyright © Stichting SciPost (SciPost Foundation)"
-__license__ = "AGPL v3"
-
-
-from django.db import models
-
-
-class PubFracCompensation(models.Model):
- """
- An amount from a Subsidy which ascribed to a PubFrac as compensation.
- """
-
- subsidy = models.ForeignKey(
- "finances.Subsidy",
- related_name="pubfrac_compensations",
- on_delete=models.CASCADE,
- )
-
- pubfrac = models.ForeignKey(
- "finances.PubFrac",
- related_name="pubfrac_compensations",
- on_delete=models.CASCADE,
- )
-
- amount = models.PositiveIntegerField()
-
- class Meta:
- constraints = [
- models.UniqueConstraint(
- fields=["subsidy", "pubfrac"], name="unique_subsidy_pubfrac"
- ),
- ]
- verbose_name = "PubFrac compensation"
- verbose_name_plural = "PubFrac compensations"
diff --git a/scipost_django/finances/models/subsidy.py b/scipost_django/finances/models/subsidy.py
index 96912866704f906f7ec5054506e9f3eeec543c0a..e62a00cca4aabd819adf8e307204da6e3b2d03e5 100644
--- a/scipost_django/finances/models/subsidy.py
+++ b/scipost_django/finances/models/subsidy.py
@@ -124,22 +124,11 @@ class Subsidy(models.Model):
@property
def total_compensations(self):
"""
- Sum of the amounts of all PubFracCompensations related to this Subsidy.
+ Sum of the amounts of all compensations related to this Subsidy.
"""
return (
- self.pubfrac_compensations.aggregate(Sum("amount"))["amount__sum"]
- if self.pubfrac_compensations.exists()
- else 0
- )
-
- @property
- def total_coverages(self):
- """
- Sum of the PublicationExpenditureCoverages related to this Subsidy.
- """
- return (
- self.pex_coverages.aggregate(Sum("amount"))["amount__sum"]
- if self.pex_coverages.exists()
+ self.compensated_pubfracs.aggregate(Sum("cf_value"))["cf_value__sum"]
+ if self.compensated_pubfracs.exists()
else 0
)
@@ -148,4 +137,4 @@ class Subsidy(models.Model):
"""
Part of the Subsidy amount which hasn't been allocated.
"""
- return self.amount - self.total_compensations - self.total_coverages
+ return self.amount - self.total_compensations
diff --git a/scipost_django/finances/templates/finances/_subsidy_details.html b/scipost_django/finances/templates/finances/_subsidy_details.html
index 57de260f9543cba9894bf0bdc108220ffede9fb0..92d363fc9c1901329c603819eb8c3db623d20b26 100644
--- a/scipost_django/finances/templates/finances/_subsidy_details.html
+++ b/scipost_django/finances/templates/finances/_subsidy_details.html
@@ -110,27 +110,24 @@
{% if 'edadmin' in user_roles %}
{% if subsidy.amount_publicly_shown %}
+ <h3 class="highlight">Expenditures compensated by this Subsidy</h3>
<div class="row">
- <div class="col-12">
- <h3 class="highlight">Expenditures compensated or covered by this Subsidy</h3>
-
+ <div class="col-lg-6">
<table class="table mt-2 caption-top">
<caption>PubFrac Compensations</caption>
<thead class="table-light">
<tr>
<th>Publication</th>
<th>PubFrac value</th>
- <th>PubFrac compensation</th>
</tr>
</thead>
<tbody>
- {% for compensation in subsidy.pubfrac_compensations.all %}
+ {% for compensated_pubfrac in subsidy.compensated_pubfracs.all %}
<tr>
<td>
- <a href="{% url 'scipost:publication_detail' doi_label=compensation.pubfrac.publication.doi_label %}">{{ compensation.pubfrac.publication.doi_label }}</a>
+ <a href="{% url 'scipost:publication_detail' doi_label=compensated_pubfrac.publication.doi_label %}">{{ compensated_pubfrac.publication.doi_label }}</a>
</td>
- <td>€{{ compensation.pubfrac.cf_value }}</td>
- <td>€{{ compensation.amount }}</td>
+ <td>€{{ compensated_pubfrac.cf_value }}</td>
</tr>
{% empty %}
<tr>
@@ -139,65 +136,29 @@
{% endfor %}
<tr class="bg-secondary bg-opacity-10">
<th>Total compensations from this Subsidy</th>
- <td></td>
<td>€{{ subsidy.total_compensations }}</td>
</tr>
</tbody>
</table>
-
- <table class="table caption-top">
- <caption>Expenditure Coverages</caption>
- <thead class="table-light">
- <tr>
- <th>Publication</th>
- <th>Expenditure</th>
- <th>Coverage</th>
- </tr>
- </thead>
- <tbody>
- {% for coverage in subsidy.pex_coverages.all %}
- <tr>
- <td>
- <a href="{% url 'scipost:publication_detail' doi_label=coverage.publication.doi_label %}">{{ coverage.publication.doi_label }}</a>
- </td>
- <td>€{{ coverage.publication.expenditures }}</td>
- <td>€{{ coverage.amount }}</td>
- </tr>
- {% empty %}
- <tr>
- <td>No Coverage defined</td>
- </tr>
- {% endfor %}
- <tr class="bg-secondary bg-opacity-10">
- <th>Total coverages from this Subsidy</th>
- <td></td>
- <td>€{{ subsidy.total_coverages }}</td>
- </tr>
- </tbody>
- </table>
-
+ </div>
+ <div class="col-lg-6">
<table class="table mt-2 caption-top">
<caption>Balance</caption>
<tbody>
<tr>
<th>Subsidy amount</th>
- <td>{{ subsidy.amount }}</td>
+ <td>€{{ subsidy.amount }}</td>
</tr>
<tr>
<th>Compensations</th>
- <td>{{ subsidy.total_compensations }}</td>
- </tr>
- <tr>
- <th>Coverages</th>
- <td>{{ subsidy.total_coverages }}</td>
+ <td>€{{ subsidy.total_compensations }}</td>
</tr>
<tr class="bg-secondary bg-opacity-10">
<th>Remainder (allocated to reserve fund)</th>
- <td>{{ subsidy.remainder }}</td>
+ <td>€{{ subsidy.remainder }}</td>
</tr>
</tbody>
</table>
-
</div>
</div>
{% endif %}
diff --git a/scipost_django/finances/utils.py b/scipost_django/finances/utils.py
index 676246545a369471a3887ce762cef973c8d46cf0..ca818cf3c2ad34bf802dffcefb633637f89a38e7 100644
--- a/scipost_django/finances/utils.py
+++ b/scipost_django/finances/utils.py
@@ -2,7 +2,7 @@ __copyright__ = "Copyright © Stichting SciPost (SciPost Foundation)"
__license__ = "AGPL v3"
-from .models import Subsidy, PubFrac, PubFracCompensation
+from .models import Subsidy, PubFrac
def id_to_slug(id):
@@ -13,9 +13,9 @@ def slug_to_id(slug):
return max(0, int(slug) - 821)
-def distribute_subsidy(subsidy: Subsidy, algorithm: str):
+def allocate_subsidy(subsidy: Subsidy, algorithm: str):
"""
- Allocate subsidy amount to compensations of PubFrac
+ Allocate subsidy amount to compensations of PubFrac or coverage of expenditures.
Algorithm choices:
* any PubFrac ascribed to org from affiliations
@@ -27,12 +27,13 @@ def distribute_subsidy(subsidy: Subsidy, algorithm: str):
"""
algorithms = [
- "PubFrac_ascribed_to_Org",
- "full_PEX_if_author_affiliated_to_Org",
- "PubFrac_author_affiliation_same_country_as_Org",
- "full_PEX_author_affiliation_same_country_as_Org",
- "full_PEX_if_pub_funding_ack_includes_Org",
- "full_PEX_if_pub_matches_specialties",
+ "compensate_PubFrac_related_to_Org",
+ "cover_full_PEX_if_PubFrac_related_to_Org",
+ "compensate_PubFrac_if_author_affiliation_same_country_as_Org",
+ "cover_full_PEX_if_author_affiliation_same_country_as_Org",
+ "cover_full_PEX_if_pub_funding_ack_includes_Org",
+ "cover_full_PEX_if_pub_matches_specialties",
+ "allocate_to_reserve_fund",
]
if algorithm is "PubFrac_ascribed_to_Org":
@@ -48,12 +49,8 @@ def distribute_subsidy(subsidy: Subsidy, algorithm: str):
for pubfrac in pubfracs.all():
print(f"{distributed = };\tadding {pubfrac = }")
if pubfrac.cf_value <= subsidy.remainder:
- pfc, created = PubFracCompensation.objects.get_or_create(
- subsidy=subsidy,
- pubfrac=pubfrac,
- amount=pubfrac.cf_value,
- )
- if created:
- distributed += pubfrac.cf_value
+ pubfrac.compensated_by = subsidy
+ pubfrac.save()
+ distributed += pubfrac.cf_value
else:
break
diff --git a/scipost_django/journals/models/publication.py b/scipost_django/journals/models/publication.py
index 2f92b0959b4c8074d7ac6d4a56946a10ae963071..3e3e73dc4555b6d5892f7463224491d813d5bfde 100644
--- a/scipost_django/journals/models/publication.py
+++ b/scipost_django/journals/models/publication.py
@@ -25,7 +25,6 @@ from ..managers import PublicationQuerySet
from ..validators import doi_publication_validator
from common.utils import get_current_domain
-from finances.models import PubFracCompensation
from scipost.constants import SCIPOST_APPROACHES
from scipost.fields import ChoiceArrayField
@@ -430,32 +429,17 @@ class Publication(models.Model):
"""Checks that the support fractions sum up to one."""
return self.pubfracs.aggregate(Sum("fraction"))["fraction__sum"] == 1
- @property
- def covered_expenditures(self):
- """Covered part of expenditures for this Publication."""
- return (
- self.pex_coverages.aggregate(Sum("amount"))["amount__sum"]
- if self.pex_coverages.exists()
- else 0
- )
-
@property
def compensated_expenditures(self):
"""Compensated part of expenditures for this Publication."""
- qs = PubFracCompensation.objects.filter(pubfrac__publication=self)
- return qs.aggregate(Sum("amount"))["amount__sum"] if qs.exists() else 0
+ qs = self.pubfracs.filter(compensated_by__isnull=False)
+ return qs.aggregate(Sum("cf_value"))["cf_value__sum"] if qs.exists() else 0
@property
def uncompensated_expenditures(self):
"""Unompensated part of expenditures for this Publication."""
return self.expenditures - self.compensated_expenditures
- @property
- def outstanding_expenditures(self):
- """Expenditures which hasn't been compensated or covered."""
- return (self.expenditures - self.covered_expenditures -
- self.compensated_expenditures)
-
@property
def citation(self):
if self.cf_citation:
diff --git a/scipost_django/journals/templates/journals/publication_detail.html b/scipost_django/journals/templates/journals/publication_detail.html
index 200b5c0e4bd29a42f5803036755c8c19990e06d9..0576c8a5c4cd744abf67fb5774773baeafa2a1b2 100644
--- a/scipost_django/journals/templates/journals/publication_detail.html
+++ b/scipost_django/journals/templates/journals/publication_detail.html
@@ -172,17 +172,16 @@
{% if 'edadmin' in user_roles %}
<h3 class="mt-4">
- Expenditures and Balance
+ Expenditures and Compensations
</h3>
- <table class="table mt-2 caption-top">
- <caption>PubFracs, Compensations and Arrears</caption>
+ <table class="table mt-2">
<thead class="table-light">
<tr>
<th>Organization</th>
<th>PubFrac</th>
<th>Value</th>
<th>Compensation</th>
- <th>Arrears</th>
+ <th>Uncompensated</th>
</tr>
</thead>
<tbody>
@@ -191,88 +190,32 @@
<td><a href="{% url 'organizations:organization_detail' pk=pubfrac.organization.id %}">{{ pubfrac.organization }}</a></td>
<td>{{ pubfrac.fraction }}</td>
<td>€{{ pubfrac.cf_value }}</td>
- <td>
- <ul>
- {% for pc in pubfrac.pubfrac_compensations.all %}
- <li>
- €{{ pc.amount }} 
- {% if pc.subsidy.organization != pubfrac.organization %}
- from ally
- <a href="{% url 'organizations:organization_detail' pk=pc.subsidy.organization.id %}">{{ pc.subsidy.organization }}</a>
- {% endif %}
- (<a href="{% url 'finances:subsidy_details' pk=pc.subsidy.id %}" target="_blank">
- see Subsidy details
- </a>)
- </li>
- {% empty %}
- <li>No compensation</li>
- {% endfor %}
- </ul>
- </td>
- {% with pubfrac.arrears as arrears %}
- <td class="{% if arrears == 0 %}bg-success{{% else %}bg-danger{% endif %} bg-opacity-25">
- €{{ pubfrac.arrears }}
+ {% if pubfrac.compensated %}
+ <td class="bg-success bg-opacity-25">
+ by <a href="{% url 'organizations:organization_detail' pk=pubfrac.compensated_by.organization.id %}">{{ pubfrac.compensated_by.organization }}</a>
+ (<a href="{% url 'finances:subsidy_details' pk=pubfrac.compensated_by.id %}">
+ see Subsidy details
+ </a>)
</td>
- {% endwith %}
+ <td class="bg-success bg-opacity-25">€0</td>
+ {% else %}
+ <td><span class="text-danger">{% include 'bi/x-circle-fill.html' %}</span></td>
+ <td class="bg-danger bg-opacity-25">€{{ pubfrac.cf_value }}</td>
+ {% endif %}
</tr>
{% endfor %}
- <tr>
- <th>Totals</th>
- <td>1</td>
- <td>{{ publication.expenditures }}</td>
- {% if publication.uncompensated_expenditures == 0 %}
- <td class="bg-success bg-opacity-25">{{ publication.compensated_expenditures }}</td>
- <td class="bg-success bg-opacity-25">{{ publication.uncompensated_expenditures }}</td>
- {% else %}
- <td class="bg-danger bg-opacity-25">{{ publication.compensated_expenditures }}</td>
- <td class="bg-danger bg-opacity-25">{{ publication.uncompensated_expenditures }}</td>
- {% endif %}
- </tr>
- </tbody>
- </table>
-
- <table class="table mt-2 caption-top">
- <caption>Balance</caption>
- <tbody>
- <tr>
- <th>Expenditures</th>
- <td></td>
- <td>{{ publication.expenditures }}</td>
- </tr>
- <tr>
- <th>PubFrac Compensations</th>
- <td>
- </td>
- <td>{{ publication.compensated_expenditures }}</td>
- </tr>
- <tr>
- <th>Coverages</th>
- <td>
- <ul>
- {% for coverage in publication.pex_coverages.all %}
- <li>
- €{{ coverage.amount }}
- from <a href="{% url 'organizations:organization_detail' pk=coverage.subsidy.organization.id %}">{{ coverage.subsidy.organization }}</a>
- (<a href="{% url 'finances:subsidy_details' pk=coverage.subsidy.id %}" target="_blank">
- see Subsidy details
- </a>
- </li>
- {% empty %}
- <li>No coverage received</li>
- {% endfor %}
- </ul>
- </td>
- <td>{{ publication.covered_expenditures }}</td>
- </tr>
- {% with publication.outstanding_expenditures as outstanding %}
- <tr class="{% if outstanding > 0 %}bg-danger{% else %}bg-success{% endif %} bg-opacity-25">
- <th>Outstanding Expenditures</th>
- <td></td>
- <td>{{ outstanding }}</td>
+ {% with publication.uncompensated_expenditures as uncompensated %}
+ <tr>
+ <th>Totals</th>
+ <td>1</td>
+ <td>{{ publication.expenditures }}</td>
+ <td class="{% if uncompensated == 0 %}bg-success{% else %}bg-danger{% endif %} bg-opacity-25">{{ publication.compensated_expenditures }}</td>
+ <td class="{% if uncompensated == 0 %}bg-success{% else %}bg-danger{% endif %} bg-opacity-25">{{ publication.uncompensated_expenditures }}</td>
</tr>
{% endwith %}
</tbody>
</table>
+
{% endif %}
{% if publication.status == 'draft' and perms.scipost.can_draft_publication %}