docs(auto-itemize): user guide for the auto-itemize feature (#1547)#1552
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- New guide docs/src/guides/budget/auto-itemize.md (~900 words): what the feature does, prerequisites, LLM provider configuration with worked examples for Gemini Flash / Claude Haiku / GPT-4o-mini / Ollama, 7-step walkthrough, what data leaves the host, troubleshooting, privacy + cost caveats. - docs/src/getting-started/configuration.md: new "Auto-itemize Invoices (LLM)" section with the four LLM_* env vars + cross-link to the guide. - docs/src/guides/budget/vendors-and-invoices.md: discovery tip from the invoice-linking flow + new "Unassigned Budget Lines" section explaining the orphan/assignment behavior from Story #1545. - docs/src/guides/budget/index.md: "Auto-itemize Invoices" added to Next Steps. - docs/sidebars.js: guide added to the Budget category nav. - README.md: feature bullet + roadmap entry "Auto-itemize Invoices (LLM)". Owner's > [!NOTE] block untouched. Follow-up issue #1551 tracks surfacing the Discretionary Funding source choice in the AutoItemizePreviewModal + budget overview. Co-Authored-By: Claude docs-writer (Sonnet) <noreply@anthropic.com>
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🎉 This PR is included in version 2.7.0-beta.22 🎉 The release is available on GitHub release Your semantic-release bot 📦🚀 |
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- New guide docs/src/guides/budget/auto-itemize.md (~900 words): what the feature does, prerequisites, LLM provider configuration with worked examples for Gemini Flash / Claude Haiku / GPT-4o-mini / Ollama, 7-step walkthrough, what data leaves the host, troubleshooting, privacy + cost caveats. - docs/src/getting-started/configuration.md: new "Auto-itemize Invoices (LLM)" section with the four LLM_* env vars + cross-link to the guide. - docs/src/guides/budget/vendors-and-invoices.md: discovery tip from the invoice-linking flow + new "Unassigned Budget Lines" section explaining the orphan/assignment behavior from Story #1545. - docs/src/guides/budget/index.md: "Auto-itemize Invoices" added to Next Steps. - docs/sidebars.js: guide added to the Budget category nav. - README.md: feature bullet + roadmap entry "Auto-itemize Invoices (LLM)". Owner's > [!NOTE] block untouched. Follow-up issue #1551 tracks surfacing the Discretionary Funding source choice in the AutoItemizePreviewModal + budget overview. Co-authored-by: Frank Steiler <frank@steiler.de> Co-authored-by: Claude docs-writer (Sonnet) <noreply@anthropic.com>
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Summary
User-facing documentation for the auto-itemize mini-epic (#1545 + #1546 + #1547), written so a non-developer can set up the LLM gateway and walk through the flow end-to-end.
Filed #1551 as follow-up for surfacing the Discretionary Funding source choice in the preview modal.
Test plan
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