docassert 0.3.0

Unit testing for business documents — validate structured Markdown docs against a configurable audit standard.

docassert

Unit testing for business documents. Validate structured Markdown documents (charters, BRDs, PRDs, risk registers, …) against a configurable audit standard: deterministic structural checks that gate a merge, plus optional AI-graded semantic checks that advise. Requirements trace end to end, and project status is derived from the documents rather than self-reported.

docassert is the reference implementation of PMO as Code — a vendor-neutral standard for running a PMO from version-controlled, declarative files.

Install

pipx install docassert          # recommended — installs the CLI in its own isolated env
# or:
pip install docassert
# with the AI advisory extra:
pip install "docassert[ai]"

Quickstart

docassert new project --code AUR --name "Aurora"   # anchor a project (auto-numbered id)
docassert new charter --project PRJ-001-AUR        # scaffold a charter into it
docassert validate documents/**/*.md  # unit-test your documents
docassert consistency                 # cross-document traceability + profile completeness
docassert status --index              # derived RAG per project
docassert pages --out _site           # a portfolio dashboard + a page per project

Config resolves local override → packaged default: docassert ships sensible defaults, and your repo's own criteria/ (or schema/, profiles/, consistency.yaml) wins when present. docassert init copies the defaults in so you can customize them.

Commands

Command	What it does
docassert validate <globs>	Validate documents against their kind's criteria. Exit code = number of blocking failures (capped at 125).
docassert consistency	Cross-document checks: referential integrity, coverage, required links, profile completeness.
docassert rtm [--project ID]	Requirements traceability matrix (Markdown or CSV).
docassert status [--project ID] [--index]	Derived project status (md / json / html).
docassert pages --out DIR	Build the portfolio site (index + a page per project).
docassert projects [--out] [--check]	Generate / verify the project registry.
docassert new <kind> --project ID	Scaffold a document from its template with identity filled in (new project --code XYZ auto-numbers the id); suggests the next free item ids.
docassert init [DIR]	Scaffold the default config into a repo.
docassert extract <file>	Extract plain text from a source .docx / .pdf / .md / .txt (the first step of doc-to-pmo conversion). Needs the convert extra: pip install "docassert[convert]".

Every document-reading command accepts --documents-dir (default documents/). AI alignment grades at most alignment_limit links per run (default 25; set it in consistency.yaml, 0 = no cap) so API cost stays bounded on large graphs.

Document kinds

Twenty kinds, each a templates/<kind>.template.md + schema/<kind>.schema.json

• criteria/<kind>.criteria.yaml trio: project, charter, business-case, brd, prd, frnfr, user-story, test-cases, adr, risk-register, raci-stakeholder, qa-test-plan, data-migration-plan, release-cutover-plan, rollback-plan, hypercare-plan, runbook, status-report, post-implementation-review, benefits-realization. Adding a kind is adding a trio — no code for the common cases.

Two tiers of checks

• Structural — deterministic, blocking. Required fields and sections, measurable success criteria, risks with owner + mitigation, resolving references, unique ids. Plain Python, reliable enough to gate a merge.
• Semantic — AI-graded, advisory. Scored via the Anthropic API and posted to the PR — never blocking. Set ANTHROPIC_API_KEY to enable; skipped otherwise.

Development

python3 -m venv .venv && source .venv/bin/activate
pip install -e ".[dev]"
pytest
ruff check .

This repo ships example documents/ (four sample projects) that the test suite validates against.

The reference deployment

pmo-as-code-pipeline is a living example — sample projects, the gate on every pull request, and a published dashboard at c4g-john.github.io/pmo-as-code-pipeline. The standard's site is c4g-john.github.io/pmo-as-code.

License

Apache-2.0 — see LICENSE and NOTICE. © 2026 C4G Enterprises Inc.