HeroBiz

A web frontend for venture fund management, powered by HeroOsis backend.

Overview

HeroBiz is a client application that provides a web UI for managing business entities. It does not include its own database - all data is stored and managed by a HeroOsis server.

Managed Entities

• Persons - Team members, investors, contacts
• Companies - Portfolio companies, partners, vendors
• Contracts - Agreements, terms, legal documents
• Contacts - Communication records and interactions
• Opportunities - Pipeline and deal flow
• Deals - Investment transactions
• Instruments - Financial instruments (SAFE, equity, etc.)
• Transactions - Financial transactions and payments
• Projects - Project management with milestones and tasks

Prerequisites

HeroOsis Server

HeroBiz requires a running HeroOsis server. HeroOsis must be started separately before running HeroBiz.

service osis start

Seeding HeroOsis with Initial Data

HeroOsis supports auto-seeding the database from TOML files on startup.

TOML File Format

Each TOML file should include a _type field:

_type = "Company"
name = "ACME Corporation"
description = "A technology company"
types = ["tech"]
tags = ["portfolio"]
active = true

If _type is not specified, the type is inferred from:

1. The parent directory name (if it's not the domain directory)
2. The filename prefix (e.g., company_acme.toml → Company)

Configuration

Environment Variable	Default	Description
HERO_OSIS_URL	http://localhost:9988	HeroOsis server API endpoint
HERO_OSIS_CONTEXT	default	HeroOsis context name

Running

# Start (builds and registers with hero_proc)
service biz start --update

# Start fresh (reset sockets + state)
service biz start --update --reset

# Stop
service biz stop

# Check status
service biz status

Open the admin UI via hero_router at /hero_biz/admin in your browser.

Architecture

Browser → hero_router → hero_biz_admin (admin.sock) → hero_osis (via hero_osis_sdk)
 → hero_biz (rpc.sock)

Sockets (Hero Sockets architecture)

Binary	Socket ($PATH_SOCKET/hero_biz/)
hero_biz	rpc.sock
hero_biz_admin	admin.sock

Testing

HeroBiz includes end-to-end tests that verify the HeroOsis SDK integration.

# Run all tests (server-dependent tests will be skipped if HeroOsis is not running)
cargo test

# Run E2E tests with verbose output
cargo test --test e2e_hero_osis -- --nocapture

For full E2E testing, start HeroOsis first:

service osis start

Set HERO_OSIS_URL to test against a different server:

HERO_OSIS_URL=http://192.168.1.100:9080 cargo test --test e2e_hero_osis -- --nocapture