diff --git a/scipost_django/finances/templates/finances/_definitions_details.html b/scipost_django/finances/templates/finances/_definitions_details.html
new file mode 100644
index 0000000000000000000000000000000000000000..a8e8ea4c710488bedf97d9fa6fbb09f0196fba6c
--- /dev/null
+++ b/scipost_django/finances/templates/finances/_definitions_details.html
@@ -0,0 +1,119 @@
+<details class="m-4">
+ <summary><strong class="p-2 border border-2">Help! What do these terms mean?</strong></summary>
+ <table class="table table-secondary m-4 p-4">
+ <thead class="table-dark">
+ <tr>
+ <th>Concept</th>
+ <th>Acronym</th>
+ <th>Definition</th>
+ </tr>
+ </thead>
+ <tbody>
+ <tr>
+ <th>Associated Publications</th>
+ <th></th>
+ <td>An Organization's <em>Associated Publications</em> is the set of papers in which the Organization (or any of its children) is mentioned in author affiliations, or in the acknowledgements as grant-giver or funder.
+ </td>
+ </tr>
+ <tr>
+ <th>Number of Associated Publications</th>
+ <th>NAP</th>
+ <td>Number of Associated Publications, compiled (depending on context) for a given year or over many years, for a specific Journal or for many, etc.</td>
+ </tr>
+ <tr>
+ <th>PubFrac</th>
+ <th></th>
+ <td>A fraction of a unit representing an Organization's "weight" for a given Publication.<br>The weight is given by the following simple algorithm:
+ <ul>
+ <li>First, the unit is split equally among each of the authors.</li>
+ <li>Then, for each author, their part is split equally among their affiliations.</li>
+ <li>The author parts are then binned per Organization.</li>
+ </ul>
+ By construction, any individual paper's PubFracs sum up to 1.
+ </td>
+ </tr>
+ <tr>
+ <th>Expenditures</th>
+ <th></th>
+ <td>We use the term <em>Expenditures</em> to represent the sum of all outflows of money required by our initiative to achieve a certain output (depending on context).</td>
+ </tr>
+ <tr>
+ <th>Average Publication Expenditures</th>
+ <th>APEX</th>
+ <td>For a given Journal for a given year, the average expenditures per Publication which our initiative has faced. All our APEX are listed on our <a href="{% url 'finances:apex' %}">APEX page</a>.</td>
+ </tr>
+ <tr>
+ <th>Total Associated Expenditures</th>
+ <th></th>
+ <td>Total expenditures ascribed to an Organization's Associated Publications (given for one or many years, Journals etc depending on context).</td>
+ </tr>
+ <tr>
+ <th>PubFrac share</th>
+ <th></th>
+ <td>The fraction of expenditures which can be associated to an Organization, based on PubFracs. This is defined as APEX times PubFrac, summed over the set of Publications defined by the context (<em>e.g.</em> all Associated Publications of a given Organization for a given Journal in a given year).</td>
+ </tr>
+ <tr>
+ <th>Subsidy support</th>
+ <th></th>
+ <td>Sum of the values of all Subsidies relevant to a given context (for example: from a given Organization in a given year).</td>
+ </tr>
+ <tr>
+ <th>Balance</th>
+ <th></th>
+ <td>Difference between incoming and outgoing financial resources (again defined depending on context).<br>A positive balance means that our initiative is sustainable (and perhaps even able to grow).<br>A negative balance means that these activities are depleting our financial reserves.</td>
+ </tr>
+ </tbody>
+ </table>
+
+ {% if 'finadmin' in user_roles %}
+ <table class="table table-danger bg-opacity-10 m-4 p-4 caption-top">
+ <caption class="text-danger bg-danger bg-opacity-25 p-2">[FinAdmin]</caption>
+ <tbody>
+ <tr>
+ <th>Compensations</th>
+ <th></th>
+ <td>A <em>compensation</em> is a mapping from a given Subsidy to a given PubFrac, marking that this PubFrac's expenditures has been morally covered by this Subsidy.<br>
+ Compensations are computed internally according to the following algorithm:
+ <ul>
+ <li>For each year of our activities (oldest first), the coverage of each Subsidy is computed (coverage is defined as the value of the Subsidy in a particular year).</li>
+ <li>Looping over all Subsidies with nonzero coverage in a given year, their coverage is first used (up to Subsidy depletion) to compensate any PubFrac with direct affiliation to the Subsidy-giver in the given year. These are the <em>self-compensations</em>.</li>
+ <li>The loop is run again, with any non-depleted Subsidy being used to compensated any PubFrac with affiliation to any child Organization of the Subsidy-giver. These are the <em>ally compensations</em>.</li>
+ <li>This looping is run for each subsequent year (convergence is achieved immediately when the year is finished).</li>
+ </ul>
+ </td>
+ </tr>
+ <tr>
+ <th>Self-compensations</th>
+ <th></th>
+ <td>Compensations where the Subsidy-giving Organization compensates PubFracs affiliated to itself.</td>
+ </tr>
+ <tr>
+ <th>Ally compensations</th>
+ <th></th>
+ <td>Compensations where the Subsidy-giving Organization compensates PubFracs from another Organization.</td>
+ </tr>
+ <tr>
+ <th>Total associated compensations</th>
+ <th></th>
+ <td>All compensations summed up over all Associated Publications. This thus includes compensations from all Subsidy-givers associated to those Publications.</td>
+ </tr>
+ <tr>
+ <th>Total associated uncompensated</th>
+ <th></th>
+ <td>All uncompensated PubFracs summed over all Associated Publications. This is the Total associated expenditures minus the Total associated compensations.</td>
+ </tr>
+ <tr>
+ <th>Bystander percentage</th>
+ <th></th>
+ <td>The bystander percentage is defined as the percentage of uncompensated with respect to expenditures.</td>
+ </tr>
+ <tr>
+ <th>Reserved</th>
+ <th></th>
+ <td>Part of a Subsidy which remains after all its compensations have been allocated. This amount contributes to our initiative's reserve fund.</td>
+ </tr>
+ </tbody>
+ </table>
+ {% endif %}
+
+</details>
diff --git a/scipost_django/finances/templates/finances/business_model.html b/scipost_django/finances/templates/finances/business_model.html
index f6c8d0749e29695bdf0fe0cd65e5ab5a22042a3c..fd56b01acdd8e64c1857243e5b53254533735112 100644
--- a/scipost_django/finances/templates/finances/business_model.html
+++ b/scipost_django/finances/templates/finances/business_model.html
@@ -12,6 +12,7 @@
{% block pagetitle %}: Business Model{% endblock pagetitle %}
{% block content %}
+
<div class="row">
<div class="col-12">
<h1 class="highlight">SciPost's Business Model</h1>
@@ -102,7 +103,7 @@
<ul>
<li>its total expenditures (with a detailed breakdown, see our yearly reports
on the <a href="{% url 'finances:finances' %}">finances page</a>)</li>
- <li>an average cost per publication (estimate for 2019: €400 per paper)</li>
+ <li>an average cost per publication (for 2023: €495 per paper)</li>
<li>the free-riding fraction (proportion of our activities which are
benefitting Organizations which for one reason or another are
<em>not yet</em> sponsoring SciPost's activities)</li>
diff --git a/scipost_django/finances/templates/finances/finances.html b/scipost_django/finances/templates/finances/finances.html
index 9d039d657762d9f3bbc1ce4b828c1c0a9c898e6f..3dc0c9bd6c5b934f92f4141d96f3406fb0b18830 100644
--- a/scipost_django/finances/templates/finances/finances.html
+++ b/scipost_django/finances/templates/finances/finances.html
@@ -15,18 +15,41 @@
<div class="col-12">
<h2>Finances</h2>
- <h3 class="highlight">Business Model</h3>
- <ul>
- <li>Visit our <a href="{% url 'finances:business_model' %}">business model page</a>
- to get a quick run-down on how we make our operations sustainable.</li>
- </ul>
-
- <h3 class="highlight">Sponsors & Subsidies</h3>
- <ul>
- <li>Visit our <a href="{% url 'sponsors:sponsors' %}">Sponsors page</a>
- to view our list of sponsors and more information on our sponsorship scheme.</li>
- <li><a href="{% url 'finances:subsidies' %}">View {% if perms.scipost.can_manage_subsidies %}(and manage) {% endif %}info on Subsidies obtained by SciPost</a></li>
- </ul>
+ <h3 class="highlight" id="reports">General information</h3>
+ <div class="card-group">
+ <div class="card">
+ <div class="card-header">Our business model</div>
+ <div class="card-body">
+ <ul>
+ <li>Visit our <a href="{% url 'finances:business_model' %}">business model page</a>
+ to get a quick run-down on what our "antidote to APCs" model is</li>
+ <li>... and how you can help us make our operations sustainable.</li>
+ </ul>
+ </div>
+ </div>
+ <div class="card">
+ <div class="card-header">Sponsors & Subsidies</div>
+ <div class="card-body">
+ <ul>
+ <li>Visit our <a href="{% url 'sponsors:sponsors' %}">Sponsors page</a>
+ to view our list of sponsors and more information on our sponsorship scheme.</li>
+ <li><a href="{% url 'finances:subsidies' %}">View {% if perms.scipost.can_manage_subsidies %}(and manage) {% endif %}info on Subsidies obtained by SciPost</a></li>
+ <li>Visit our <a href="{% url 'finances:country_level_data' %}">country-level financial data</a> page to see how our expenditures and support are geographically distributed.</li>
+ </ul>
+ </div>
+ </div>
+ <div class="card">
+ <div class="card-header">Average Publication Expenditures</div>
+ <div class="card-body">
+ <ul>
+ <li>Visit our <a href="{% url 'finances:apex' %}">APEX</a>
+ (Average Publication Expenditures) page
+ to see how our publishing expenditures add up from year to year,
+ including a per-Journal breakdown.</li>
+ </ul>
+ </div>
+ </div>
+ </div>
<h3 class="highlight">Financial Balance</h3>
<p>The graph below gives a summarized representation of our financial health and
@@ -68,14 +91,6 @@
</table>
</div>
- <h3 class="highlight">Average Publication Expenditures</h3>
- <ul>
- <li>Visit our <a href="{% url 'finances:apex' %}">APEX</a>
- (Average Publication Expenditures) page
- to see how our publishing expenditures add up from year to year,
- including a per-Journal breakdown.</li>
- </ul>
-
<h3 class="highlight" id="reports">Periodic Reports</h3>
<ul>
{% for report in periodic_reports.all %}
diff --git a/scipost_django/organizations/models.py b/scipost_django/organizations/models.py
index 826bffb632818d75fa31e2bf97e6f3af4a0134b2..7dc4b0bc7adad79967114faeb4176a266188b2d6 100644
--- a/scipost_django/organizations/models.py
+++ b/scipost_django/organizations/models.py
@@ -567,7 +567,7 @@ class Organization(models.Model):
"associated_expenditures": nap * costperpaper,
"associated_compensated": associated_compensated,
"associated_uncompensated": associated_uncompensated,
- "freeriding_percentage": (
+ "bystander_percentage": (
int(100 * associated_uncompensated / (nap * costperpaper))
if nap * costperpaper > 0
else "N/A"
@@ -592,7 +592,7 @@ class Organization(models.Model):
"associated_expenditures": year_associated_expenditures,
"associated_compensated": year_associated_compensated,
"associated_uncompensated": year_associated_uncompensated,
- "freeriding_percentage": (
+ "bystander_percentage": (
int(
100
* year_associated_uncompensated
@@ -626,7 +626,7 @@ class Organization(models.Model):
"associated_expenditures": cumulative_associated_expenditures,
"associated_compensated": cumulative_associated_compensated,
"associated_uncompensated": cumulative_associated_uncompensated,
- "freeriding_percentage": (
+ "bystander_percentage": (
int(
100
* cumulative_associated_uncompensated
diff --git a/scipost_django/organizations/templates/organizations/_organization_card.html b/scipost_django/organizations/templates/organizations/_organization_card.html
index 8480d6752feff8d509cf3a59116b3559e3f52a63..4ac7e6fd8018afad9f6460fe869020e7f7aa4e29 100644
--- a/scipost_django/organizations/templates/organizations/_organization_card.html
+++ b/scipost_django/organizations/templates/organizations/_organization_card.html
@@ -263,6 +263,12 @@
<h3 class="highlight mt-4">Balance of SciPost expenditures versus support received</h3>
+
+ <p class="mt-1">The following <strong>Expenditures ({{ organization }})</strong> table compiles the expenditures by SciPost to publish all papers which are associated to {{ organization }}{% if organization.has_pubfracs %}, and weighed by this Organization's PubFracs{% endif %}.</p>
+ {% if 'finadmin' in user_roles %}<p class="bg-danger bg-opacity-10"><strong class="text-danger">[FinAdmin]</strong><br>The next columns detail the compensations (through Subsidies) obtained from this Organization, or from other (ally) Organizations on its behalf. Any negative balance hits SciPost's reserve budget.</p>{% endif %}
+
+ {% include 'finances/_definitions_details.html' %}
+
<table class="table mt-4">
<thead class="table-light">
{% if 'finadmin' in user_roles %}
@@ -277,12 +283,12 @@
{% endif %}
<tr>
<th>Year (click to toggle details)</th>
- <th class="text-end">NAP</th>
+ <th class="text-end">NAP<span class="ms-1" data-bs-toggle="tooltip" data-bs-html="true" title="Number of Associated Publications<br>number of papers in which the Organization is mentioned in author affiliations<br>or in the acknowledgements (as funder or other).">{% include 'bi/info-circle-fill.html' %}</span></th>
<th class="text-end">Total associated<br>expenditures</th>
{% if 'finadmin' in user_roles %}
<th class="text-end">Total associated<br>compensations</th>
<th class="text-end">Total associated<br>uncompensated</th>
- <th class="text-end">Freeriding<br>percentage</th>
+ <th class="text-end">Bystander<br>percentage</th>
{% endif %}
{% if organization.has_pubfracs %}
<th class="text-end">PubFrac<br>share</th>
@@ -314,7 +320,7 @@
€{{ balance.cumulative.associated_uncompensated }}
</td>
{% endif %}
- <td class="text-end">{{ balance.cumulative.freeriding_percentage }}</td>
+ <td class="text-end">{{ balance.cumulative.bystander_percentage }}</td>
{% endif %}
{% if organization.has_pubfracs %}
<td class="text-end">€{{ balance.cumulative.expenditures }}</td>
@@ -357,7 +363,7 @@
</td>
{% endif %}
<td class="text-end">
- {{ val.expenditures.total.freeriding_percentage }}
+ {{ val.expenditures.total.bystander_percentage }}
</td>
{% endif %}
{% if organization.has_pubfracs %}
@@ -410,7 +416,7 @@
{% if 'finadmin' in user_roles %}
<th class="text-end">Total associated<br>compensations</th>
<th class="text-end">Total associated<br>uncompensated</th>
- <th class="text-end">Freeriding<br>percentage</th>
+ <th class="text-end">Bystander<br>percentage</th>
{% endif %}
{% if organization.has_pubfracs %}
<th class="text-end">PubFracs</th>
@@ -437,7 +443,7 @@
{% else %}
<td class="bg-success bg-opacity-25 text-end">€{{ journaldata.associated_uncompensated }}</td>
{% endif %}
- <td class="text-end">{{ journaldata.freeriding_percentage }}</td>
+ <td class="text-end">{{ journaldata.bystander_percentage }}</td>
{% endif %}
{% if organization.has_pubfracs %}
<td class="text-end">{{ journaldata.pubfracs }}</td>
@@ -456,12 +462,6 @@
{% endfor %}
</tbody>
</table>
- <details class="ms-2 mb-2">
- <summary>
- Info on this table
- </summary>
- <p class="mt-1">This <strong>Expenditures (Organization-level)</strong> table compiles the expenditures by SciPost to publish all papers (on a per-Journal basis) which are associated to this Organization for {{ year }}, and weighed by this Organization's PubFracs.{% if 'finadmin' in user_roles %} The next columns detail the compensations (through Subsidies) obtained from this Organization, or from other (ally) Organizations on its behalf. Any negative balance hits SciPost's reserve budget.{% endif %}</p>
- </details>
</div>
</td>
@@ -471,12 +471,6 @@
{% endfor %}
</tbody>
</table>
- <details class="ms-2 mb-2">
- <summary>
- Info on this table
- </summary>
- <p class="mt-1">This <strong>Expenditures (Organization-level)</strong> table compiles the expenditures by SciPost to publish all papers which are associated to this Organization, and weighed by this Organization's PubFracs.{% if 'finadmin' in user_roles %} The next columns detail the compensations (through Subsidies) obtained from this Organization, or from other (ally) Organizations on its behalf. Any negative balance hits SciPost's reserve budget.{% endif %}</p>
- </details>