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Miscellaneous Experimental

Sankey gate

One bar of a Sankey diagram. What arrives builds the bar; what arrives negative splits it. Chain gates into a cascade.

PortSideWhat it carries
what arrivesInAny number of wires — records, a structure or a number. Positive builds the bar; negative carves a stack out of it.
one per stackOutEach stack has its own port, carrying that stack's records, ready for the next gate.
RemainderOutWhat is left once the stacks are taken out — gross profit, say, or the cash that stayed.

Beta. The Sankey gate works and is in use; how it looks is still changing.

What you choose

What to wire, and where. A diagram is several gates, each one bar, wired left to right.

  • Wire into a gate — everything positive adds up to the bar. Two accounts, two product lines: one bar, their sum.
  • Wire something negative — it becomes a stack within the bar, with a port of its own.
  • Drag from a stack's port — the arc menu offers another gate, and only that. The stack becomes the next bar, and the cascade grows by one column.

The bar is as tall as the larger of what came in and what went out, and every gate in a diagram shares one scale, so bars compare by height across it.

What Fluidly decides

How a single wire opens. Drop one bank account on a gate and it splits itself without being asked:

  1. Money in and money out — by sign: income on one side, expenses on the other.
  2. Records already categorised — by category, for instance after a Classify.
  3. A bank statement — by Fluidly's built-in categories.

A choice above the bar, shown when the gate is selected, lets you split by another column instead — currency, counterparty, month — or not at all: Whole, which is what the last gate in a chain usually wants.

Remainder and deficit

What the stacks do not take is the remainder, at the foot of the bar, with its own port. When the stacks take more than arrived, the gate is underwater: the shortfall shows as a warning on the bar, drawn by the same rule as a healthy one.

Thin stacks are folded into Other. Stacks at most, on the ⋯ menu, caps how many are shown; the largest stay. The bar's colour is there too.

Transfers between your own accounts

Feed one gate per account and Fluidly pairs the two sides of each transfer between them. The paying account shows Transfer out, the receiving one Transfer in, and an arc joins them. Only Transfer in has a port, so the money is counted once — at the account it reached. Where the transfer was a currency trade, the bank's margin is carved off as an FX fee.

Example

Bank Account → Sankey gate (Income / Expenses), then Expenses → Sankey gate (by category): where the cash came from, and what it was spent on — two columns, each bar the sum of the one before.