(cloud) adds transaction insights

resources/cloud-migration-schema.edn

@@ -25,4 +25,28 @@
   :db/doc         "Used to find sales orders quickly",
   :db/noHistory   true
   }
+
+ {:db/valueType :db.type/ref
+  :db/cardinality :db.cardinality/one
+  :db/ident :transaction/recommended-account
+  :db/doc "The recommended account from the ML alogorithm"
+  :db/noHistory true}
+
+ {:db/valueType   :db.type/ref
+  :db/cardinality :db.cardinality/one
+  :db/ident       :transaction/recommended-vendor
+  :db/doc         "The recommended vendor from the ML alogorithm"
+  :db/noHistory   true}
+
+ {:db/valueType   :db.type/double
+  :db/cardinality :db.cardinality/one
+  :db/ident       :transaction/vendor-confidence
+  :db/doc         "The confidence from the ML alogorithm"
+  :db/noHistory   true}
+
+ {:db/valueType   :db.type/double
+  :db/cardinality :db.cardinality/one
+  :db/ident       :transaction/account-confidence
+  :db/doc         "The confidence from the ML alogorithm"
+  :db/noHistory   true}
  ]

resources/public/css/bulma.min.css

@@ -11060,4 +11060,8 @@ tbody tr.live-added {
   opacity: 1 !important;
 }
 
+.htmx-request .htmx-indicator {
+  opacity: 1 !important;
+}
+
 /*# sourceMappingURL=bulma.min.css.map */

resources/sass/bulma.scss

@@ -187,6 +187,10 @@ tbody tr.live-added {
 .htmx-indicator.button {
     opacity: 1.0 !important
 }
+
+.htmx-request .htmx-indicator {
+    opacity: 1.0 !important
+}
 .htmx-request .button.htmx-indicator {
     @extend .is-loading
 }

scratch-sessions/build_ml.clj

@@ -0,0 +1,172 @@
+;; This buffer is for Clojure experiments and evaluation.
+
+;; Press C-j to evaluate the last expression.
+
+;; You can also press C-u C-j to evaluate the expression and pretty-print its result.
+
+(ns build-ml
+  (:require [datomic.client.api :as dc]
+            [clojure.java.io :as io]
+            [clojure.data.csv :as csv]
+            [auto-ap.datomic :refer [conn]]))
+
+(println "hi")
+
+(defn boot []
+  (user/init-repl)
+  (user/start-db))
+
+
+
+(defn write-vendor-training-data []
+  (with-open [f (io/writer "/mnt/data/dev2/ml-test/input/vendor-training.csv")]
+    (csv/write-csv f
+                   (into [["transaction" "client" "bank" "bank_type" "description" "date" "amount" "vendor"]]
+                         (->> 
+                           (dc/q '[:find ?t ?c ?bn ?bt2 ?do ?d ?amt ?v
+                                   :in $ ?start
+                                   :where 
+                                   [?t :transaction/date ?d] 
+                                   [(>= ?d ?start)]
+                                   [?t :transaction/approval-status :transaction-approval-status/approved]
+                                   (not [?t :transaction/payment])
+                                   [?t :transaction/client ?c]
+                                   [?t :transaction/vendor ?v]
+                                   [?v :vendor/name ?v-name]
+                                   [?t :transaction/description-original ?do]
+                                   [?t :transaction/amount ?amt]
+                                   [?t :transaction/bank-account ?b] 
+
+                                   [?b :bank-account/name ?bn]
+                                   [?b :bank-account/type ?bat]
+                                   [?bat :db/ident ?bt]
+                                   [(name ?bt) ?bt2]
+                                   
+                                   ]
+                                 (dc/db auto-ap.datomic/conn)
+                                 #inst "2021-01-01")
+                           (map (fn [[t code bn bat d date amt v]]
+                                  [t code bn bat d (auto-ap.time/unparse-local (clj-time.coerce/to-date-time date) auto-ap.time/iso-date) amt v]))))
+                   :quote? (constantly true))))
+
+(defn write-account-training-data []
+  (with-open [f (io/writer "/mnt/data/dev2/ml-test/input/account-training.csv")]
+    (csv/write-csv f
+                   (into [["transaction" "client" "bank" "bank_type" "description" "date" "amount" "vendor" "account"]]
+                         (->> 
+                           (dc/q '[:find ?t ?c ?bn ?bt2 ?do ?d ?amt ?v ?a
+                                   :in $ ?start
+                                   :where 
+                                   [?t :transaction/date ?d] 
+                                   [(>= ?d ?start)]
+                                   [?t :transaction/approval-status :transaction-approval-status/approved]
+                                   [?t :transaction/accounts ?ta]
+                                   [?ta :transaction-account/account ?a]
+                                   [?t :transaction/vendor ?v]
+                                   [?v :vendor/name ?v-name]
+                                   [?t :transaction/client ?c]
+                                   [?t :transaction/description-original ?do]
+                                   [?t :transaction/amount ?amt]
+                                   [?t :transaction/bank-account ?b] 
+                                   [?b :bank-account/name ?bn]
+                                   [?b :bank-account/type ?bat]
+                                   [?bat :db/ident ?bt]
+                                   [(name ?bt) ?bt2]]
+                                 (dc/db auto-ap.datomic/conn)
+                                 #inst "2022-01-01")
+                           (map (fn [[t code bn bat d date amt v a]]
+                                  [t code bn bat d (auto-ap.time/unparse-local (clj-time.coerce/to-date-time date) auto-ap.time/iso-date) amt v a]))))
+                   :quote? (constantly true))))
+
+(defn write-inference []
+  (with-open [f (io/writer "/mnt/data/dev2/ml-test/input/inference.csv")]
+    (csv/write-csv f
+                   (into [["transaction" "client" "bank" "bank_type" "description" "date" "amount"]]
+                         (->> 
+                           (dc/q '[:find ?t ?c ?bn ?bt2 ?do ?d ?amt
+                                   :in $ ?start
+                                   :where 
+                                   [?t :transaction/date ?d] 
+                                   [(>= ?d ?start)]
+                                   [?t :transaction/approval-status :transaction-approval-status/unapproved]
+                                   (not [?t :transaction/matched-rule])
+                                   (not [?t :transaction/payment])
+                                   [?t :transaction/client ?c]
+                                   [?c :client/code ?code] 
+                                   (not [?t :transaction/vendor])
+                                   (not [?t :transaction/accounts])
+                                   [?t :transaction/description-original ?do]
+                                   [?t :transaction/amount ?amt]
+                                   [?t :transaction/bank-account ?b] 
+
+                                   [?b :bank-account/name ?bn]
+                                   [?b :bank-account/type ?bat]
+                                   [?bat :db/ident ?bt]
+                                   [(name ?bt) ?bt2]
+                                   
+                                   ]
+                                 (dc/db auto-ap.datomic/conn)
+                                 #inst "2023-01-01")
+                           (map (fn [[t code bn bat d date amt]]
+                                  [t code bn bat d (auto-ap.time/unparse-local (clj-time.coerce/to-date-time date) auto-ap.time/iso-date) amt]))
+                           ))
+                   :quote? (constantly true))))
+
+
+
+(defn write-vendor-lookup []
+  (with-open [f (io/writer "/mnt/data/dev2/ml-test/input/vendors.csv")]
+    (csv/write-csv f
+                   (into [["vendor" "vendor_name"]]
+                         (->> 
+                           (dc/q '[:find ?v ?v-name
+                                   :where [?v :vendor/name ?v-name]
+                                   [_ :transaction/vendor ?v]
+                                   ]
+                                 (dc/db conn))))
+                   :separator \,)))
+
+(defn write-vendor-client-lookup []
+  (with-open [f (io/writer "/mnt/data/dev2/ml-test/input/vendor-client-usage.csv")]
+    (csv/write-csv f
+                   (into [["vendor" "client" "vendor_client_count"]]
+                         (->> 
+                           (dc/q '[:find ?v ?c (count ?t)
+                                   :where
+                                   [?t :transaction/client ?c]
+                                   [?t :transaction/vendor ?v]
+                                   ]
+                                 (dc/db conn))))
+                                :separator \,)))
+
+(defn write-account-lookup []
+  (with-open [f (io/writer "/mnt/data/dev2/ml-test/input/accounts.csv")]
+    (csv/write-csv f
+                   (into [["account" "numeric_code"]]
+                         (->> 
+                           (dc/q '[:find ?a ?nm
+                                   :where [?a :account/numeric-code ?nm]]
+                                 (dc/db conn))))
+                                :separator \,)))
+
+(defn write-account-client-lookup []
+  (with-open [f (io/writer "/mnt/data/dev2/ml-test/input/account-client-usage.csv")]
+    (csv/write-csv f
+                   (into [["client" "account" "client_account_count"]]
+                         (->> 
+                           (dc/q '[:find ?c ?a (count ?t)
+                                   :where
+                                   [?t :transaction/client ?c]
+                                   [?t :transaction/accounts ?ta]
+                                   [?ta :transaction-account/account ?a]]
+                                 (dc/db conn))))
+                   :separator \,)))
+
+
+(defn write-all-training []
+  (write-account-lookup)
+  (write-vendor-lookup)
+  (write-account-client-lookup)
+  (write-vendor-client-lookup)
+  (write-account-training-data)
+  (write-vendor-training-data))

scratch-sessions/ingest_ml.clj

@@ -0,0 +1,71 @@
+(ns ingest-ml
+  (:require [datomic.client.api :as dc]
+            [clojure.java.io :as io]
+            [clojure.data.csv :as csv]
+            [iol-ion.tx :refer [upsert-entity]]
+            [auto-ap.datomic :refer [conn]]))
+
+(println "hi")
+
+(defn boot []
+  (user/init-repl)
+  (user/start-db))
+
+
+(defn reset-inference []
+  (doseq [p (->> 
+              (dc/q '[:find ?t
+                      :where [?t :transaction/recommended-account]]
+                    (dc/db conn))
+              (map (fn [[t]]
+                     `(upsert-entity
+                        ~{:db/id                           t
+                          :transaction/recommended-account nil
+                          :tranasction/vendor-confidence   nil
+                          :transaction/account-confidence  nil
+                          :transaction/recommended-vendor  nil})))
+              
+              (partition-all 100))]
+    (dc/transact conn {:tx-data p})))
+
+(defn read-inference []
+  (with-open [reader (io/reader "/mnt/data/dev2/ml-test/inference-outcome.csv")]
+    (->> (csv/read-csv reader)
+         (into []
+           (comp 
+             (drop 1)
+             (map (fn [[_ transaction best-vendor best-account account-confidence]]
+                    {:db/id                           (Long/parseLong transaction)
+                     :transaction/recommended-account (Long/parseLong best-account)
+                     :transaction/account-confidence  (Double/parseDouble account-confidence)
+                     :transaction/recommended-vendor  (Long/parseLong best-vendor)}
+                    )))))))
+
+(defn apply-inference [inference]
+  (doseq [p (->> inference (partition-all 100))]
+    (dc/transact conn {:tx-data p})))
+
+
+(defn check-applied-inference []
+  (clojure.pprint/pprint 
+    (->> 
+      (dc/q '[:find ?code ?bac ?do ?amount ?vc ?rvn ?ac ?ran 
+              :in $
+              :where
+              [?t :transaction/recommended-account ?ra]
+              [?ra :account/name ?ran]
+              [?t :transaction/account-confidence ?ac]
+
+              [?t :transaction/recommended-vendor ?rv]
+              [?rv :vendor/name ?rvn]
+
+              [?t :transaction/description-original ?do]
+              [?t :transaction/client ?c]
+              [?c :client/code ?code]
+              [?t :transaction/bank-account ?ba]
+              [?ba :bank-account/code ?bac]
+              [?t :transaction/amount ?amount]
+              ]
+            (dc/db conn))
+      (shuffle)
+      (take 10))))

src/clj/auto_ap/ssr/core.clj

@@ -4,6 +4,7 @@
     :refer [wrap-admin wrap-client-redirect-unauthenticated wrap-secure]]
    [auto-ap.ssr.admin :as admin]
    [auto-ap.ssr.auth :as auth]
+   [auto-ap.ssr.transaction.insights :as insights]
    [auto-ap.ssr.company.company-1099 :as company-1099]
    [auto-ap.ssr.company-dropdown :as company-dropdown]))
 
@@ -19,5 +20,10 @@
                    :company-1099               (wrap-client-redirect-unauthenticated (wrap-secure company-1099/page))
                    :company-1099-vendor-table  (wrap-client-redirect-unauthenticated (wrap-secure company-1099/vendor-table))
                    :company-1099-vendor-dialog (wrap-client-redirect-unauthenticated (wrap-secure company-1099/vendor-dialog))
-                   :company-1099-vendor-save   (wrap-client-redirect-unauthenticated (wrap-secure company-1099/vendor-save))})
+                   :company-1099-vendor-save   (wrap-client-redirect-unauthenticated (wrap-secure company-1099/vendor-save))
+                   :transaction-insights   (wrap-client-redirect-unauthenticated (wrap-secure insights/page))
+                   :transaction-insight-table   (wrap-client-redirect-unauthenticated (wrap-secure insights/insight-table))
+                   :transaction-insight-rows   (wrap-client-redirect-unauthenticated (wrap-secure insights/transaction-rows))
+                   :transaction-insight-approve   (wrap-client-redirect-unauthenticated (wrap-secure insights/approve))
+                   :transaction-insight-explain   (wrap-client-redirect-unauthenticated (wrap-secure insights/explain))})
 

src/clj/auto_ap/ssr/transaction/insights.clj

@@ -0,0 +1,218 @@
+(ns auto-ap.ssr.transaction.insights
+  (:require
+   [auto-ap.datomic :refer [conn visible-clients]]
+   [auto-ap.shared-views.company.sidebar :refer [company-side-bar]]
+   [auto-ap.ssr-routes :as ssr-routes]
+   [auto-ap.ssr.ui :refer [base-page]]
+   [auto-ap.ssr.utils :refer [html-response]]
+   [auto-ap.time :as atime]
+   [bidi.bidi :as bidi]
+   [clj-time.coerce :as coerce]
+   [datomic.client.api :as dc]
+   [hiccup2.core :as hiccup]
+   [clj-time.core :as time]))
+
+(def pull-expr [:transaction/description-original
+                :db/id
+                :transaction/amount
+                {:transaction/client              [:client/code]
+                 :transaction/bank-account        [:bank-account/code]
+                 :transaction/recommended-vendor  [:vendor/name :db/id]
+                 :transaction/recommended-account [:account/name :account/numeric-code :db/id]}
+                :transaction/account-confidence
+                :transaction/date
+                ])
+
+(defn transaction-recommendations [identity selected-client & {:keys [after]}]
+  (let [visible-clients (visible-clients identity)]
+    (->> 
+      (dc/q '[:find (pull ?t pull-expr)
+              :in $ [?c ...] pull-expr
+              :where [?t :transaction/recommended-account]
+              [?t :transaction/client ?c]
+              [?t :transaction/approval-status :transaction-approval-status/unapproved]
+              (not [?t :transaction/vendor])]
+            (dc/db conn)
+            (if selected-client 
+              [selected-client]
+              visible-clients)
+            pull-expr)
+      (map first)
+      (sort-by :transaction/date)
+      (reverse)
+      (drop-while (fn [x]
+                    (if after
+                      (not= (Long/parseLong after) (:db/id x))
+                      false)))
+      (#(if after
+         (drop 1 %)
+         %))
+      (take 10)
+      (into []))))
+
+
+(defn transaction-row [r & {:keys [hide-actions? class last?]}]
+  [:tr (cond-> {:class class}
+         last? (assoc :hx-get (bidi/path-for ssr-routes/only-routes
+                                             :transaction-insight-rows
+                                             :after (:db/id r))
+                      :hx-trigger "intersect once"
+                      :hx-indicator "#insight-table"
+                      :hx-swap "afterend"))
+   [:td {:style {:width "8em"}}(:client/code (:transaction/client r))]
+   [:td {:style {:width "10em"}} (:bank-account/code (:transaction/bank-account r))]
+   [:td {:style {:width "12em"}} (some-> (:transaction/date r) coerce/to-date-time (atime/unparse-local  atime/normal-date))]
+   [:td {:style {:width "30em" :max-width "30em"}} (str (:transaction/description-original r))]
+   [:td {:style {:width "10em"}}
+    (if (> (:transaction/amount r) 0.0 )
+      [:div.tag.is-success.is-light (str "$" (Math/round (:transaction/amount r)))]
+      [:div.tag.is-danger.is-light (str "$" (Math/round (:transaction/amount r)))])]
+   [:td {:style {:width "12em"}}
+    [:div [:div.tag (:vendor/name (:transaction/recommended-vendor r))]]
+    [:div [:div.tag (str (:account/numeric-code (:transaction/recommended-account r)) " - " (:account/name (:transaction/recommended-account r)))]]
+    [:div [:div.tag
+           {:class (cond
+                     (> (:transaction/account-confidence r) 0.90)
+                     "is-success is-light"
+                     (> (:transaction/account-confidence r) 0.80)
+                     "is-info is-light"
+
+                     :else
+                     "is-warning is-light")}
+           (str "%" (Math/round (* 100.0 (:transaction/account-confidence r))))]]]
+   [:td
+    (when-not hide-actions? 
+      [:div.buttons
+       [:button.button {:hx-post   (bidi/path-for ssr-routes/only-routes
+                                                :transaction-insight-approve
+                                                :transaction-id (:db/id r))
+                        :hx-target "closest tr"}
+        [:i.fa.fa-thumbs-up ]]
+       [:button.button
+        [:i.fa.fa-thumbs-down ]]
+       [:a.button {:hx-get (bidi/path-for ssr-routes/only-routes
+                                          :transaction-insight-explain
+                                          :transaction-id (:db/id r))
+                   :hx-target "#modal-holder"
+                   :hx-swap "beforeend"}
+        [:i.fa.fa-question ]]])]])
+
+(defn approve [{:keys [identity session]  {:keys [transaction-id]} :route-params}]
+  (html-response (transaction-row
+                   (dc/pull (dc/db conn)
+                            pull-expr
+                            (Long/parseLong transaction-id))
+                   :auto-remove? true
+                   :hide-actions? true
+                   :class "live-added")))
+
+(defn explain [{:keys [identity session] {:keys [transaction-id]} :route-params}]
+  (let [r (dc/pull (dc/db conn)
+                           pull-expr
+                           (Long/parseLong transaction-id))
+        similar   (->> {:query '[:find ?date ?do ?amt
+                                 :in $ ?tr
+                                 :where
+                                 [(iol-ion.query/recent-date 180) ?start-date]
+                                 [?tr :transaction/client ?c]
+                                 [?tr :transaction/recommended-account ?a ]
+                                 [?tr :transaction/recommended-vendor ?v ]
+                                 [?t2 :transaction/client ?c]
+                                 [?t2 :transaction/date ?date]
+                                 [(>= ?date ?start-date)]
+                                 [?t2 :transaction/vendor ?v]
+                                 [?t2 :transaction/accounts ?a2]
+                                 [?a2 :transaction-account/account ?a]
+                                 [?t2 :transaction/description-original ?do]
+                                 [?t2 :transaction/amount ?amt]]
+                        :args  [(dc/db conn)
+                                (Long/parseLong transaction-id)]
+                        :limit 5}
+                       dc/q
+                       sort
+                       reverse)]
+    (html-response [:div.modal.is-active.wide
+                    [:div.modal-background {"_" (hiccup/raw "on click remove <#modal-holder div/>")}]
+                    [:div.modal-card
+                     [:div.modal-card-head
+                      [:h1.title "Similar transactions"]
+                      [:div.tags
+                       [:div.tag.is-large.is-info.is-light (:vendor/name (:transaction/recommended-vendor r))]
+                       [:div.tag.is-large.is-info.is-light (str (:account/numeric-code (:transaction/recommended-account r)) " - " (:account/name (:transaction/recommended-account r)))]]]
+                     [:div.modal-card-body 
+                      [:table.table
+                       [:thead 
+                        [:tr
+                         [:td "Date"]
+                         [:td "Description"]
+                         [:td "Amount"]]]
+                       [:tbody 
+                        [:tr
+                         [:th (some-> r :transaction/date coerce/to-date-time (atime/unparse-local  atime/normal-date))]
+                         [:th (-> r :transaction/description-original)]
+                         [:th (if (> (-> r :transaction/amount) 0.0 )
+                                [:div.tag.is-success.is-light (str "$" (Math/round (:transaction/amount r)))]
+                                [:div.tag.is-danger.is-light (str "$" (Math/round (:transaction/amount r)))])]]
+                        (for [[date description amt] similar]
+                          [:tr
+                           [:td (some-> date coerce/to-date-time (atime/unparse-local  atime/normal-date))]
+                           [:td description]
+                           [:td (if (> amt 0.0 )
+                                  [:div.tag.is-success.is-light (str "$" (Math/round amt))]
+                                  [:div.tag.is-danger.is-light (str "$" (Math/round amt))])]])]]
+                      
+                      ]]
+                    [:button.modal-close.is-large {"_" (hiccup/raw "on click remove <#modal-holder div/>")}]])))
+
+(defn transaction-rows* [{:keys [selected-client identity after]}]
+  (let [recommendations (transaction-recommendations identity selected-client :after after)]
+    (if (seq recommendations)
+      (for [r    recommendations
+            :let [last? (= r (last recommendations))]]
+        (transaction-row r :last? last?))
+      [:tr [:td.has-text-centered.has-text-gray {:colspan 7 }
+            [:i "That's the last of 'em!"]]])))
+
+(defn transaction-rows [{:keys [session identity route-params]}]
+  (html-response (transaction-rows* {:selected-client (-> session :client :db/id)
+                                     :identity        identity
+                                     :after           (:after route-params)})))
+
+(defn insight-table* [{:keys [selected-client identity]}]
+  [:div#insight-table {:hx-get     (bidi/path-for ssr-routes/only-routes
+                                                  :transaction-insight-table
+                                                  :request-method :get) 
+                       :hx-trigger "clientSelected from:body"
+                       :hx-swap    "outerHTML swap:100ms"}
+   
+   [:table.table
+    [:thead 
+     [:tr
+      [:td  "Client"]
+      [:td  "Account"]
+      [:td  "Date"]
+      [:td  "Description"]
+      [:td  "Amount"]
+      [:td  "Vendor / Account"]
+      [:td  "action"]]]
+    [:tbody 
+     (transaction-rows* {:selected-client selected-client
+                         :identity identity})]]
+   [:div.container.htmx-indicator 
+    [:div.column.is-4.is-offset-4.has-text-centered
+     [:div.loader.is-loading.is-active.big.is-centered]]]])
+
+(defn insight-table [{:keys [session identity]}]
+  (html-response (insight-table* {:selected-client
+                                  (-> session :client :db/id)
+                                  :identity identity})))
+
+(defn page [{:keys [identity matched-route session] :as request}]
+  (base-page
+    request
+    [:div
+     [:h1.title "Transaction Insights"]
+     (insight-table* {:selected-client
+                      (-> session :client :db/id)
+                      :identity identity})]
+    [:div (company-side-bar matched-route)]))

src/clj/auto_ap/ssr/ui.clj

@@ -35,9 +35,12 @@
       [:link {:rel "stylesheet", :href "https://unpkg.com/placeholder-loading/dist/css/placeholder-loading.min.css"}]
       #_[:link {:rel "stylesheet", :href "https://cdn.jsdelivr.net/npm/@tarekraafat/autocomplete.js@10.2.7/dist/css/autoComplete.min.css"}]
       [:script {:src "https://unpkg.com/hyperscript.org@0.9.7"}]
-      [:script {:src          "https://unpkg.com/htmx.org@1.8.4"
+      [:script {:src "https://unpkg.com/@popperjs/core@2"}]
+      #_[:script {:src          "https://unpkg.com/htmx.org@1.8.4"
                 :integrity    "sha384-wg5Y/JwF7VxGk4zLsJEcAojRtlVp1FKKdGy1qN+OMtdq72WRvX/EdRdqg/LOhYeV"
                 :crossorigin= "anonymous"}]
+      [:script {:src "https://unpkg.com/htmx.org@1.9.0/dist/htmx.js"
+                :crossorigin= "anonymous"}]
       [:script {:type "text/javascript", :src "https://cdn.yodlee.com/fastlink/v4/initialize.js", :async "async" }]]
      [:script {:type "text/javascript", :src "https://cdn.jsdelivr.net/npm/@tarekraafat/autocomplete.js@10.2.7/dist/autoComplete.min.js"}]
      [:body

src/cljc/auto_ap/ssr_routes.cljc

@@ -6,6 +6,11 @@
                                   #"/search/?"                            :admin-history-search
                                   ["/" [#"\d+" :entity-id] #"/?"]         :admin-history-search
                                   ["/inspect/" [#"\d+" :entity-id] #"/?"] :admin-history-inspect}}
+             "transaction" {"/insights" {"" :transaction-insights
+                                         "/table" :transaction-insight-table
+                                         ["/approve/" [#"\d+" :transaction-id]] {:post :transaction-insight-approve}
+                                         ["/rows/" [#"\d+" :after]] {:get :transaction-insight-rows}
+                                         ["/explain/" [#"\d+" :transaction-id]] {:get :transaction-insight-explain}}}
              "company" {"/dropdown" :company-dropdown-contents
                         "/active" {:put :active-client}
                         "/1099" :company-1099

src/cljs/auto_ap/views/pages/transactions/side_bar.cljs

@@ -1,6 +1,7 @@
 (ns auto-ap.views.pages.transactions.side-bar
   (:require
    [auto-ap.routes :as routes]
+   [auto-ap.ssr-routes :as ssr-routes]
    [auto-ap.subs :as subs]
    [auto-ap.views.components.bank-account-filter
     :refer [bank-account-filter]]
@@ -53,6 +54,13 @@
            [:span {:class "icon icon-task-list-disable" :style {:font-size "25px"}}]
            
            [:span {:class "name"} "Excluded"]]]
+         [:li.menu-item
+          [:a.item {:href  (bidi/path-for ssr-routes/only-routes :transaction-insights)
+                    :class [(active-when ap = :transaction-insights)]}
+
+           [:span {:class "icon icon-task-list-disable" :style {:font-size "25px"}}]
+           
+           [:span {:class "name"} "Insights"]]]
          ]]
        [:p.menu-label "Bank Account"]
        [:div