Fix YNAB transaction fetching for SDK v2 compatibility

- Convert date strings to datetime.date objects before passing to API (strict Pydantic validation rejects strings)
- Use txn.var_date instead of txn.date (renamed in SDK v2 to avoid Python builtin conflict)
- Migrate BudgetsApi → PlansApi and update method names accordingly

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

utils/ynab_service.py

@@ -27,18 +27,14 @@ class YNABService:
         self.api_client = ynab.ApiClient(configuration)
 
         # Initialize API endpoints
-        self.budgets_api = ynab.BudgetsApi(self.api_client)
+        self.plans_api = ynab.PlansApi(self.api_client)
         self.transactions_api = ynab.TransactionsApi(self.api_client)
         self.months_api = ynab.MonthsApi(self.api_client)
         self.categories_api = ynab.CategoriesApi(self.api_client)
 
-        # Get budget ID if not provided
+        # Get budget ID if not provided, fall back to last-used
         if not self.budget_id:
-            budgets_response = self.budgets_api.get_budgets()
+            self.budget_id = "last-used"
-            if budgets_response.data and budgets_response.data.budgets:
-                self.budget_id = budgets_response.data.budgets[0].id
-            else:
-                raise ValueError("No YNAB budgets found")
 
     def get_budget_summary(self) -> dict[str, Any]:
         """Get overall budget summary and health status.
@@ -47,7 +43,7 @@ class YNABService:
             Dictionary containing budget summary with to-be-budgeted amount,
             total budgeted, total activity, and overall budget health.
         """
-        budget_response = self.budgets_api.get_budget_by_id(self.budget_id)
+        budget_response = self.plans_api.get_plan_by_id(self.budget_id)
         budget_data = budget_response.data.budget
 
         # Calculate totals from categories
@@ -59,10 +55,7 @@ class YNABService:
         total_activity = 0
         total_available = 0
 
-        for category_group in budget_data.category_groups or []:
+        for category in budget_data.categories or []:
-            if category_group.deleted or category_group.hidden:
-                continue
-            for category in category_group.categories or []:
             if category.deleted or category.hidden:
                 continue
             total_budgeted += category.budgeted / 1000
@@ -109,9 +102,10 @@ class YNABService:
         if not end_date:
             end_date = datetime.now().strftime("%Y-%m-%d")
 
-        # Get transactions
+        # Get transactions (SDK v2 requires datetime.date, not string)
+        since_date_obj = datetime.strptime(start_date, "%Y-%m-%d").date()
         transactions_response = self.transactions_api.get_transactions(
-            self.budget_id, since_date=start_date
+            self.budget_id, since_date=since_date_obj
         )
 
         transactions = transactions_response.data.transactions or []
@@ -124,7 +118,7 @@ class YNABService:
             # Skip if deleted or before start date or after end date
             if txn.deleted:
                 continue
-            txn_date = str(txn.date)
+            txn_date = str(txn.var_date)
             if txn_date < start_date or txn_date > end_date:
                 continue
 
@@ -141,7 +135,7 @@ class YNABService:
             amount = txn.amount / 1000  # Convert milliunits to dollars
             filtered_transactions.append(
                 {
-                    "date": txn_date,
+                    "date": str(txn.var_date),
                     "payee": txn.payee_name,
                     "category": txn.category_name,
                     "memo": txn.memo,
@@ -180,8 +174,9 @@ class YNABService:
             if len(month) == 7:  # YYYY-MM
                 month = f"{month}-01"
 
-        # Get budget month
+        # Get budget month (SDK v2 requires datetime.date, not string)
-        month_response = self.months_api.get_budget_month(self.budget_id, month)
+        month_date_obj = datetime.strptime(month, "%Y-%m-%d").date()
+        month_response = self.months_api.get_plan_month(self.budget_id, month_date_obj)
 
         month_data = month_response.data.month