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// Copyright ©2016 The Gonum Authors. All rights reserved.
// Use of this source code is governed by a BSD-style
// license that can be found in the LICENSE file.
package plotter
import (
"fmt"
"image/color"
"math"
"sort"
"gonum.org/v1/plot"
"gonum.org/v1/plot/tools/bezier"
"gonum.org/v1/plot/vg"
"gonum.org/v1/plot/vg/draw"
)
// A Sankey diagram presents stock and flow data as rectangles representing
// the amount of each stock and lines between the stocks representing the
// amount of each flow.
type Sankey struct {
// Color specifies the default fill
// colors for the stocks and flows. If Color is not nil,
// each stock and flow is rendered filled with Color,
// otherwise no fill is performed. Colors can be
// modified for individual stocks and flows.
Color color.Color
// StockBarWidth is the widths of the bars representing
// the stocks. The default value is 15% larger than the
// height of the stock label text.
StockBarWidth vg.Length
// LineStyle specifies the default border
// line style for the stocks and flows. Styles can be
// modified for individual stocks and flows.
LineStyle draw.LineStyle
// TextStyle specifies the default stock label
// text style. Styles can be modified for
// individual stocks.
TextStyle draw.TextStyle
flows []Flow
// FlowStyle is a function that specifies the
// background color and border line style of the
// flow based on its group name. The default
// function uses the default Color and LineStyle
// specified above for all groups.
FlowStyle func(group string) (color.Color, draw.LineStyle)
// StockStyle is a function that specifies, for a stock
// identified by its label and category, the label text
// to be printed on the plot (lbl), the style of the text (ts),
// the horizontal and vertical offsets for printing the text (xOff and yOff),
// the color of the fill for the bar representing the stock (c),
// and the style of the outline of the bar representing the stock (ls).
// The default function uses the default TextStyle, color and LineStyle
// specified above for all stocks; zero horizontal and vertical offsets;
// and the stock label as the text to be printed on the plot.
StockStyle func(label string, category int) (lbl string, ts draw.TextStyle, xOff, yOff vg.Length, c color.Color, ls draw.LineStyle)
// stocks arranges the stocks by category.
// The first key is the category and the seond
// key is the label.
stocks map[int]map[string]*stock
}
// StockRange returns the minimum and maximum value on the value axis
// for the stock with the specified label and category.
func (s *Sankey) StockRange(label string, category int) (min, max float64, err error) {
stk, ok := s.stocks[category][label]
if !ok {
return 0, 0, fmt.Errorf("plotter: sankey diagram does not contain stock with label=%s and category=%d", label, category)
}
return stk.min, stk.max, nil
}
// stock represents the amount of a stock and its plotting order.
type stock struct {
// receptorValue and sourceValue are the totals of the values
// of flows coming into and going out of this stock, respectively.
receptorValue, sourceValue float64
// label is the label of this stock, and category represents
// its placement on the category axis. Together they make up a
// unique identifier.
label string
category int
// order is the plotting order of this stock compared
// to other stocks in the same category.
order int
// min represents the beginning of the plotting location
// on the value axis.
min float64
// max is min plus the larger of receptorValue and sourceValue.
max float64
}
// A Flow represents the amount of an entity flowing between two stocks.
type Flow struct {
// SourceLabel and ReceptorLabel are the labels
// of the stocks that originate and receive the flow,
// respectively.
SourceLabel, ReceptorLabel string
// SourceCategory and ReceptorCategory define
// the locations on the category axis of the stocks that
// originate and receive the flow, respectively. The
// SourceCategory must be a lower number than
// the ReceptorCategory.
SourceCategory, ReceptorCategory int
// Value represents the magnitute of the flow.
// It must be greater than or equal to zero.
Value float64
// Group specifies the group that a flow belongs
// to. It is used in assigning styles to groups
// and creating legends.
Group string
}
// NewSankey creates a new Sankey diagram with the specified
// flows and stocks.
func NewSankey(flows ...Flow) (*Sankey, error) {
var s Sankey
s.stocks = make(map[int]map[string]*stock)
s.flows = flows
for i, f := range flows {
// Here we make sure the stock categories are in the proper order.
if f.SourceCategory >= f.ReceptorCategory {
return nil, fmt.Errorf("plotter: Flow %d SourceCategory (%d) >= ReceptorCategory (%d)", i, f.SourceCategory, f.ReceptorCategory)
}
if f.Value < 0 {
return nil, fmt.Errorf("plotter: Flow %d value (%g) < 0", i, f.Value)
}
// Here we initialize the stock holders.
if _, ok := s.stocks[f.SourceCategory]; !ok {
s.stocks[f.SourceCategory] = make(map[string]*stock)
}
if _, ok := s.stocks[f.ReceptorCategory]; !ok {
s.stocks[f.ReceptorCategory] = make(map[string]*stock)
}
// Here we figure out the plotting order of the stocks.
if _, ok := s.stocks[f.SourceCategory][f.SourceLabel]; !ok {
s.stocks[f.SourceCategory][f.SourceLabel] = &stock{
order: len(s.stocks[f.SourceCategory]),
label: f.SourceLabel,
category: f.SourceCategory,
}
}
if _, ok := s.stocks[f.ReceptorCategory][f.ReceptorLabel]; !ok {
s.stocks[f.ReceptorCategory][f.ReceptorLabel] = &stock{
order: len(s.stocks[f.ReceptorCategory]),
label: f.ReceptorLabel,
category: f.ReceptorCategory,
}
}
// Here we add the current value to the total value of the stocks
s.stocks[f.SourceCategory][f.SourceLabel].sourceValue += f.Value
s.stocks[f.ReceptorCategory][f.ReceptorLabel].receptorValue += f.Value
}
s.LineStyle = DefaultLineStyle
fnt, err := vg.MakeFont(DefaultFont, DefaultFontSize)
if err != nil {
return nil, err
}
s.TextStyle = draw.TextStyle{
Font: fnt,
Rotation: math.Pi / 2,
XAlign: draw.XCenter,
YAlign: draw.YCenter,
}
s.StockBarWidth = s.TextStyle.Font.Extents().Height * 1.15
s.FlowStyle = func(_ string) (color.Color, draw.LineStyle) {
return s.Color, s.LineStyle
}
s.StockStyle = func(label string, category int) (string, draw.TextStyle, vg.Length, vg.Length, color.Color, draw.LineStyle) {
return label, s.TextStyle, 0, 0, s.Color, s.LineStyle
}
stocks := s.stockList()
s.setStockRange(&stocks)
return &s, nil
}
// Plot implements the plot.Plotter interface.
func (s *Sankey) Plot(c draw.Canvas, plt *plot.Plot) {
trCat, trVal := plt.Transforms(&c)
// sourceFlowPlaceholder and receptorFlowPlaceholder track
// the current plotting location during
// the plotting process.
sourceFlowPlaceholder := make(map[*stock]float64, len(s.flows))
receptorFlowPlaceholder := make(map[*stock]float64, len(s.flows))
// Here we draw the flows.
for _, f := range s.flows {
startStock := s.stocks[f.SourceCategory][f.SourceLabel]
endStock := s.stocks[f.ReceptorCategory][f.ReceptorLabel]
catStart := trCat(float64(f.SourceCategory)) + s.StockBarWidth/2
catEnd := trCat(float64(f.ReceptorCategory)) - s.StockBarWidth/2
valStartLow := trVal(startStock.min + sourceFlowPlaceholder[startStock])
valEndLow := trVal(endStock.min + receptorFlowPlaceholder[endStock])
valStartHigh := trVal(startStock.min + sourceFlowPlaceholder[startStock] + f.Value)
valEndHigh := trVal(endStock.min + receptorFlowPlaceholder[endStock] + f.Value)
sourceFlowPlaceholder[startStock] += f.Value
receptorFlowPlaceholder[endStock] += f.Value
ptsLow := s.bezier(
vg.Point{X: catStart, Y: valStartLow},
vg.Point{X: catEnd, Y: valEndLow},
)
ptsHigh := s.bezier(
vg.Point{X: catEnd, Y: valEndHigh},
vg.Point{X: catStart, Y: valStartHigh},
)
color, lineStyle := s.FlowStyle(f.Group)
// Here we fill the flow polygons.
if color != nil {
poly := c.ClipPolygonX(append(ptsLow, ptsHigh...))
c.FillPolygon(color, poly)
}
// Here we draw the flow edges.
outline := c.ClipLinesX(ptsLow)
c.StrokeLines(lineStyle, outline...)
outline = c.ClipLinesX(ptsHigh)
c.StrokeLines(lineStyle, outline...)
}
// Here we draw the stocks.
for _, stk := range s.stockList() {
catLoc := trCat(float64(stk.category))
if !c.ContainsX(catLoc) {
continue
}
catMin, catMax := catLoc-s.StockBarWidth/2, catLoc+s.StockBarWidth/2
valMin, valMax := trVal(stk.min), trVal(stk.max)
label, textStyle, xOff, yOff, color, lineStyle := s.StockStyle(stk.label, stk.category)
// Here we fill the stock bars.
pts := []vg.Point{
{catMin, valMin},
{catMin, valMax},
{catMax, valMax},
{catMax, valMin},
}
if color != nil {
c.FillPolygon(color, pts) // poly)
}
txtPt := vg.Point{X: (catMin+catMax)/2 + xOff, Y: (valMin+valMax)/2 + yOff}
c.FillText(textStyle, txtPt, label)
// Here we draw the bottom edge.
pts = []vg.Point{
{catMin, valMin},
{catMax, valMin},
}
c.StrokeLines(lineStyle, pts)
// Here we draw the top edge plus vertical edges where there are
// no flows connected.
pts = []vg.Point{
{catMin, valMax},
{catMax, valMax},
}
if stk.receptorValue < stk.sourceValue {
y := trVal(stk.max - (stk.sourceValue - stk.receptorValue))
pts = append([]vg.Point{{catMin, y}}, pts...)
} else if stk.sourceValue < stk.receptorValue {
y := trVal(stk.max - (stk.receptorValue - stk.sourceValue))
pts = append(pts, vg.Point{X: catMax, Y: y})
}
c.StrokeLines(lineStyle, pts)
}
}
// stockList returns a sorted list of the stocks in the diagram.
func (s *Sankey) stockList() []*stock {
var stocks []*stock
for _, ss := range s.stocks {
for _, sss := range ss {
stocks = append(stocks, sss)
}
}
sort.Sort(stockSorter(stocks))
return stocks
}
// stockSorter is a wrapper for a list of *stocks that implements
// sort.Interface.
type stockSorter []*stock
func (s stockSorter) Len() int { return len(s) }
func (s stockSorter) Swap(i, j int) { s[i], s[j] = s[j], s[i] }
func (s stockSorter) Less(i, j int) bool {
if s[i].category != s[j].category {
return s[i].category < s[j].category
}
if s[i].order != s[j].order {
return s[i].order < s[j].order
}
panic(fmt.Errorf("plotter: can't sort stocks:\n%+v\n%+v", s[i], s[j]))
}
// setStockRange sets the minimum and maximum values of the stock plotting locations.
func (s *Sankey) setStockRange(stocks *[]*stock) {
var cat int
var min float64
for _, stk := range *stocks {
if stk.category != cat {
min = 0
}
cat = stk.category
stk.min = min
if stk.sourceValue > stk.receptorValue {
stk.max = stk.min + stk.sourceValue
} else {
stk.max = stk.min + stk.receptorValue
}
min = stk.max
}
}
// bezier creates a bezier curve between the begin and end points.
func (s *Sankey) bezier(begin, end vg.Point) []vg.Point {
// directionOffsetFrac is the fraction of the distance between begin.X and
// end.X for the bezier control points.
const directionOffsetFrac = 0.3
inPts := []vg.Point{
begin,
{X: begin.X + (end.X-begin.X)*directionOffsetFrac, Y: begin.Y},
{X: begin.X + (end.X-begin.X)*(1-directionOffsetFrac), Y: end.Y},
end,
}
curve := bezier.New(inPts...)
// nPoints is the number of points for bezier interpolation.
const nPoints = 20
outPts := make([]vg.Point, nPoints)
curve.Curve(outPts)
return outPts
}
// DataRange implements the plot.DataRanger interface.
func (s *Sankey) DataRange() (xmin, xmax, ymin, ymax float64) {
catMin := math.Inf(1)
catMax := math.Inf(-1)
for cat := range s.stocks {
c := float64(cat)
catMin = math.Min(catMin, c)
catMax = math.Max(catMax, c)
}
stocks := s.stockList()
valMin := math.Inf(1)
valMax := math.Inf(-1)
for _, stk := range stocks {
valMin = math.Min(valMin, stk.min)
valMax = math.Max(valMax, stk.max)
}
return catMin, catMax, valMin, valMax
}
// GlyphBoxes implements the GlyphBoxer interface.
func (s *Sankey) GlyphBoxes(plt *plot.Plot) []plot.GlyphBox {
stocks := s.stockList()
boxes := make([]plot.GlyphBox, 0, len(s.flows)+len(stocks))
for _, stk := range stocks {
b1 := plot.GlyphBox{
X: plt.X.Norm(float64(stk.category)),
Y: plt.Y.Norm((stk.min + stk.max) / 2),
Rectangle: vg.Rectangle{
Min: vg.Point{X: -s.StockBarWidth / 2},
Max: vg.Point{X: s.StockBarWidth / 2},
},
}
label, textStyle, xOff, yOff, _, _ := s.StockStyle(stk.label, stk.category)
rect := textStyle.Rectangle(label)
rect.Min.X += xOff
rect.Max.X += xOff
rect.Min.Y += yOff
rect.Max.Y += yOff
b2 := plot.GlyphBox{
X: plt.X.Norm(float64(stk.category)),
Y: plt.Y.Norm((stk.min + stk.max) / 2),
Rectangle: rect,
}
boxes = append(boxes, b1, b2)
}
return boxes
}
// Thumbnailers creates a group of objects that can be used to
// add legend entries for the different flow groups in this
// diagram, as well as the flow group labels that correspond to them.
func (s *Sankey) Thumbnailers() (legendLabels []string, thumbnailers []plot.Thumbnailer) {
type empty struct{}
flowGroups := make(map[string]empty)
for _, f := range s.flows {
flowGroups[f.Group] = empty{}
}
legendLabels = make([]string, len(flowGroups))
thumbnailers = make([]plot.Thumbnailer, len(flowGroups))
i := 0
for g := range flowGroups {
legendLabels[i] = g
i++
}
sort.Strings(legendLabels)
for i, g := range legendLabels {
var thmb sankeyFlowThumbnailer
thmb.Color, thmb.LineStyle = s.FlowStyle(g)
thumbnailers[i] = plot.Thumbnailer(thmb)
}
return
}
// sankeyFlowThumbnailer implements the Thumbnailer interface
// for Sankey flow groups.
type sankeyFlowThumbnailer struct {
draw.LineStyle
color.Color
}
// Thumbnail fulfills the plot.Thumbnailer interface.
func (t sankeyFlowThumbnailer) Thumbnail(c *draw.Canvas) {
// Here we draw the fill.
pts := []vg.Point{
{c.Min.X, c.Min.Y},
{c.Min.X, c.Max.Y},
{c.Max.X, c.Max.Y},
{c.Max.X, c.Min.Y},
}
poly := c.ClipPolygonY(pts)
c.FillPolygon(t.Color, poly)
// Here we draw the upper border.
pts = []vg.Point{
{c.Min.X, c.Max.Y},
{c.Max.X, c.Max.Y},
}
outline := c.ClipLinesY(pts)
c.StrokeLines(t.LineStyle, outline...)
// Here we draw the lower border.
pts = []vg.Point{
{c.Min.X, c.Min.Y},
{c.Max.X, c.Min.Y},
}
outline = c.ClipLinesY(pts)
c.StrokeLines(t.LineStyle, outline...)
}
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