[Project] Synchronize host bank accounts using Plaid

[Betree]

Overview

Building on top of https://github.com/opencollective/opencollective/issues/7416, we want to use https://plaid.com to help fiscal hosts import bank account transactions into their Open Collective ledger.

Ownership

Product: @iamronen Engineering: @Betree @kewitz

Desired outcomes

Project

The tasks for this project mostly belong to two categories:

1. The feature itself
2. Since admins will be working with longer lists, we need to make sure the UX and performance will follow

Context & related issues

• Coda card (private link).
• https://github.com/opencollective/opencollective/issues/5890

Dev notes & follow-ups

• [ ] Plaid only syncs 90 days of historical data by default, but this can be configured: https://plaid.com/docs/api/products/transactions/#transactionssync
• [ ] https://github.com/opencollective/opencollective/issues/7617
• [ ] https://github.com/opencollective/opencollective/issues/7620
• [ ] Rename & re-work "Match expected funds" towards "Match contribution"
• [ ] Add a "Match expense" action that lets you pick any expense where the host you're looking at was the payee

[Betree]

Last week

• Project was kicked off
• Implemented the base for connecting an account
• Started implementing a basic sync feature

This week

• [x] Finish and release https://github.com/opencollective/opencollective/issues/7585
• [x] Iterate on https://github.com/opencollective/opencollective/issues/7591

[Betree]

This week

• [x] Release https://github.com/opencollective/opencollective/issues/7591
• [x] Release https://github.com/opencollective/opencollective/issues/7586
• [x] Iterate on https://github.com/opencollective/opencollective/issues/7614
• [x] Iterate on https://github.com/opencollective/opencollective/issues/7602
• [x] Iterate on https://github.com/opencollective/opencollective/issues/7611
• [x] Start https://github.com/opencollective/opencollective/issues/7618
• [x] Configure Plaid in production & connect Ofitech bank account
• [x] Start https://github.com/opencollective/opencollective/issues/7588

[Betree]

This week

• [x] Finish pagination & pipeline
• [x] Release for OSC

[Betree]

This week

• [x] Investigate duplicate transactions
• [ ] Add ID column to "Link contribution" modal

[kewitz]

This week Same as last week.

[Betree]

All done, with some new follow-ups documented.