fix: merge main branch and renumber migration 037→040

Resolve all merge conflicts between our automation feature branch and
current main (v0.163.0, 920 commits ahead).

Conflicts resolved:
- app/api/__init__.py: add automation_router alongside main's new routers
  (classification_rules, qr_auth, sessions, system_reset)
- app/config.py: add main's new settings (dropbox_use_global_credentials,
  factory_reset_on_startup, enable_factory_reset)
- app/models.py: add main's new models (ClassificationRuleModel, UserSession,
  QRLoginChallenge, SharePoint integration type)
- app/utils/settings_service.py: merge automation_hooks_enabled with main's
  new metadata entries
- docs/API.md: merge automation API docs with main's classification rules docs
- docs/ConfigurationGuide.md: add factory reset settings
- tests/conftest.py: import both AutomationHook and new main models

Migration renumbered:
- 037_add_automation_hooks → 040_add_automation_hooks
- down_revision: 039_add_classification_rules (was 036_add_document_translation_fields)
- Chain: 036 → 037 → 038 → 039 → 040 (automation hooks)

For all non-automation files with conflicts, main's version was taken since
our branch did not modify those files (conflicts were from a stale prior merge).

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Agent-Logs-Url: https://github.com/christianlouis/DocuElevate/sessions/cb62f012-3b69-4415-835e-3857ce3e9f45

app/api/pipelines.py

@@ -117,8 +117,14 @@ PIPELINE_STEP_TYPES: dict[str, dict[str, Any]] = {
     },
     "classify": {
         "label": "Document Classification",
-        "description": "Classify the document type using AI without full metadata extraction.",
-        "config_schema": {},
+        "description": "Classify the document type using built-in and custom rules (filename patterns, content keywords, metadata matching).",
+        "config_schema": {
+            "use_builtin_rules": {
+                "type": "boolean",
+                "default": True,
+                "description": "Include the pre-built classification rules (invoice, contract, receipt, etc.).",
+            },
+        },
     },
 }