Coexo/Overview

Methodology

How We Build

The composite framework governing how coexo is planned, designed, and built. Borrowing from TOGAF (sequencing), Hoshin Kanri (strategy cascade), and OKRs (measurement) โ€” adapted for a single-author, vision-first product.

Draftโ€” ported from foxops, to be reviewed for coexo fit
๐Ÿšจ

Vision, Not Documentation

Coexo describes the ideal Cognitive Exoskeleton โ€” the system we would build if we started fresh, using everything learned from the current prototype (OpenClaw + Telegram + Dymont DB). It is not a documentation site for the running system.

  • โ€”Every page is vision content โ€” including Infrastructure, System Context, and Building Blocks.
  • โ€”No page should be filled by scraping current server state or inventorying what's running today.
  • โ€”Every page needs collaborative discussion to define what the ideal system looks like, then code follows.
  • โ€”The current system is the learning lab. Coexo is the blueprint for what comes next.

Strategy Cascade

Mission flows down to every methodological choice and platform feature. Three layers, each building on the one above.

Layer 1โ€” Strategic Foundation

Mission & Vision

Mission, north star metrics, guiding principles. The WHY behind everything. Drives all other layers. Lives at /mission.

โ†“
Layer 2โ€” Methodology & Behavior

Methodology & Runtime

How coexo operates as a system โ€” the framework above, the concrete scenarios below. Lives at /methodology and /runtime.

โ†“
Layer 3โ€” Platform Architecture

Building Blocks, Strategy & Infrastructure

The platform that enables Layer 2. Technical building blocks, solution strategy, deployment. Lives at /blocks, /strategy, /infrastructure.

The rule: Every feature must trace back through these layers to the mission. If a feature can't answer "which north star does this serve?" โ€” it either shouldn't exist or is missing its strategic connection.

Planning Sequence

A deliberate sequence from strategy to delivery. Vision comes first โ€” system design follows. Each step depends on the one before. Don't skip ahead.

1
Mission & North Stars

Define the mission, measurable north stars, and principles on /mission

2
Methodology

Document the composite framework on /methodology

3
Behavioral Spec

Define how coexo should behave โ€” interaction model, ideal workflows

4
Use Case Discovery

Extract concrete scenarios derived from the behavioral spec on /runtime

5
MVP Scoping

Prioritize use cases into MVP / Phase 2 / Future on /roadmap

6
Stack Decision

MVP use cases dictate the tech stack, documented on /strategy

7
Architecture Lock

Document decisions on /strategy + /decisions

8
Build

Create Dymont DB Cases per feature, start development

Traceability

Every element on this site must be able to answer: "Which north star does this serve?" If a feature can't trace back to the mission, it either shouldn't exist or is missing its strategic connection.

The Traceability Chain

Missionโ†’
North Star Metricโ†’
Strategic Goalโ†’
Behavioral Specโ†’
Platform Featureโ†’
Building Block Component
โ€”Each building block section references which north stars it serves.
โ€”Each use case on the Runtime page traces back to a strategic goal.
โ€”The Roadmap prioritizes based on which north stars need the most attention.

Collaboration Protocol

How Stephan and Claude Code work on coexo together โ€” what stays collaborative versus what Claude just does once a direction is locked.

Vision content

Mission, methodology, section visions

Collaborative

Always discussed before drafting โ€” never write vision unprompted

Use case discovery

Concrete scenarios per actor

Collaborative

Claude proposes, Stephan validates against intent

MVP scoping & prioritization

What gets built first

Stephan decides

Claude presents options, Stephan picks

Roadmap changes

Lane changes, new items

Stephan confirms

No lane changes without explicit confirmation

Stack & architecture decisions

Tech choices with rationale

Collaborative

Claude researches and recommends, Stephan approves

Page builds

After vision is locked

Claude executes

Build to spec from /methodology + /developer

Data file updates

Content in src/lib/data/

Claude executes

Content changes โ€” always rebuild + deploy after

Bug fixes & styling

Cosmetic fixes

Claude executes

No discussion needed

The rule: If it shapes whatcoexo is โ†’ collaborative. If it's how a decided thing gets built โ†’ Claude just does it.

Constraints

Constraints that shape every decision โ€” technical, financial, temporal. These directly influence MVP scope and stack choices.

To be drafted.

arc42 Semantics

The site follows an adapted arc42 template. Understanding what goes where prevents content from landing in the wrong section.

The Core Distinction: Structure vs. Behavior

arc42 separates what the system has (structure) from what the system does (behavior). Mixing them up is the most common mistake.

Building Blocks (ยง5, /blocks)

The system's structure. Components, modules, subsystems. "What parts does coexo have?" Think anatomy.

Runtime View (ยง6, /runtime)

The system's behavior. Concrete use cases showing how requests flow. "What does coexo actually do for people?" Think physiology.

Decision Tree: Where Does Content Go?

If it'sA system component, module, or integration?โ†’Building Blocks (/blocks)
If it'sA concrete scenario, user story, or workflow?โ†’Runtime View (/runtime)
If it'sA technical decision with rationale?โ†’Decisions (/decisions)
If it'sA shared pattern used across multiple blocks?โ†’Patterns (/patterns)
If it'sAbout priority โ€” what we build when?โ†’Roadmap (/roadmap)
If it'sA high-level architecture approach?โ†’Strategy (/strategy)
If it'sAbout external systems and boundaries?โ†’System Context (/context)
If it'sAbout servers, containers, deployment?โ†’Infrastructure (/infrastructure)

Pages โ†’ arc42 Section Mapping

Each page on the site maps to an arc42 section. The Building Block View uses C4-inspired progressive zoom (Level 2 grid โ†’ Level 3 section โ†’ Level 4 component).

RoutePagearc42 ยงPurpose
/Overviewยง1 Introduction & GoalsWhat is the Cognitive Exoskeleton? Philosophy, key quality goals.
/contextSystem Contextยง3 Context & ScopeExternal systems and boundaries โ€” what's inside vs outside.
/strategyStrategyยง4 Solution StrategyCore philosophy (observe โ†’ understand โ†’ decide โ†’ act โ†’ learn). Tech choices and rationale.
/blocksBuilding Blocksยง5 Building Block ViewThe core of the site. Architecture sections as a navigable grid with C4 zoom.
/blocks/[section]Section detailยง5 Level 3Vision, components, and implementation status for a single section.
/blocks/[section]/[component]Component detailยง5 Level 4Individual skill/adapter/cron โ€” what it does, config, links.
/runtimeRuntime Viewยง6 Runtime ViewHow signals flow through the system โ€” sequence diagrams, process flows.
/infrastructureInfrastructureยง7 Deployment ViewServers, containers, services, domains, networking, monitoring.
/patternsPatternsยง8 Crosscutting ConceptsPatterns spanning multiple sections: auth, security, error handling.
/decisionsDecisionsยง9 Architecture DecisionsADR-style log of important architecture choices and rationale.
/notesProject Notesโ€”Staging inbox for ideas before they are placed into a canonical page.
/changelogChangelogโ€”Reverse-chronological log of site changes.

Sections We Skip

arc42 has 12 standard sections. We adopt the ones that add value and skip the enterprise-heavy ones. The framework is a guide, not a cage โ€” these can be added later if the system grows to need them.

ยง2 ConstraintsNo organizational constraints to document โ€” coexo is a personal system.
ยง10 Quality RequirementsNo formal quality scenarios needed at this stage. Quality goals covered in ยง1.
ยง11 Risks & Technical DebtTracked as Cases in Dymont DB, not duplicated here.
ยง12 GlossaryNot needed โ€” terms are explained in context.

Common Mistakes to Avoid

  1. 1.
    Putting use cases inside building blocks

    A use case that spans multiple blocks belongs in Runtime โ€” not inside any one block.

  2. 2.
    Treating building blocks as features

    Blocks are containers, not deliverables. A roadmap item is a deliverable; a building block is a part of the system.

  3. 3.
    Confusing Strategy with Decisions

    Strategy (/strategy) is the overall approach. Decisions (/decisions) are specific choices with ADR-style rationale.

  4. 4.
    Writing current-state documentation

    Everything is vision. Don't describe what exists today โ€” describe what the ideal system looks like.