# Corteza Cloudron Package ## Description Corteza is an open-source low-code platform. Build database-driven applications without coding. Visual app builder, workflow automation, and business process management. ## Features ### Core Capabilities - **Low-Code Platform**: Build applications without coding - **Visual App Builder**: Drag-and-drop application builder - **Database Integration**: Native database connectivity - **Workflow Automation**: Automate business processes - **Multi-Tenancy**: Support for multiple organizations - **Web-Based**: Access from any browser - **Open Source**: Full transparency and customization ### Corteza Features - **Visual Form Builder**: Create forms with drag-and-drop - **Report Builder**: Build custom reports visually - **Page Builder**: Design application pages with components - **Module System**: Extendable module architecture - **Record Management**: Database records management - **User Management**: Role-based access control - **API Builder**: Create APIs visually - **Server-Side Scripting**: Advanced custom logic - **Integration Hub**: Connect with external services - **Theme Engine**: Customize application appearance - **Multi-Language**: Built-in i18n support - **Mobile Responsive**: Applications work on all devices - **Export/Import**: Backup and restore data - **Automation Scripts**: Workflow automation - **Security**: Row-level permissions - **Audit Trail**: Complete action logging ## Configuration ### Environment Variables #### Database (Automatically configured by Cloudron) - `CLOUDRON_POSTGRESQL_HOST`: PostgreSQL host - `CLOUDRON_POSTGRESQL_PORT`: PostgreSQL port - `CLOUDRON_POSTGRESQL_DATABASE`: Database name - `CLOUDRON_POSTGRESQL_USERNAME`: Database username - `CLOUDRON_POSTGRESQL_PASSWORD`: Database password #### Application Configuration - `CORTEZA_VERSION`: Corteza version (default: 2022.9.0) - `STORAGE_PATH`: Data storage path (default: /app/data) - `HTTP_ADDR`: HTTP address (default: 0.0.0.0:80) - `HTTP_WEBAPP_ENABLED`: Enable web app (default: true) - `CORREDOR_ADDR`: Corredor address ### Ports - **80**: Main HTTP port (web interface) ### Addons - **PostgreSQL**: Required for database storage - **Localstorage**: Used for application data ## Usage ### 1. First Time Setup 1. Open Corteza 2. Create admin account: - Username - Email - Password 3. Configure system settings: - Organization name - Timezone - Language 4. Verify PostgreSQL connection ### 2. Create Application **Via Visual Builder:** 1. Navigate to "Applications" 2. Click "New Application" 3. Configure: - Application name - Module type (CRM, Project Management, etc.) - Icon - Description 4. Click "Create" ### 3. Build Forms **Via Form Builder:** 1. Open application 2. Navigate to "Records" → "Forms" 3. Click "New Form" 4. Drag and drop fields: - Text fields - Number fields - Date pickers - Select dropdowns - Checkboxes - File uploads 5. Configure field properties: - Label - Name - Required - Default value - Validation 6. Save form ### 4. Create Pages **Via Page Builder:** 1. Open application 2. Navigate to "Pages" 3. Click "New Page" 4. Drag and drop components: - Text - Images - Forms - Lists - Charts - Buttons 5. Configure component properties 6. Save page ### 5. Build Reports **Via Report Builder:** 1. Open application 2. Navigate to "Reports" 3. Click "New Report" 4. Configure: - Data source (records) - Columns - Filters - Sorting - Grouping - Formatting 5. Preview report 6. Save report ### 6. Create APIs **Via API Builder:** 1. Open application 2. Navigate to "API" 3. Click "New API" 4. Configure: - API name - Endpoint - Method (GET, POST, PUT, DELETE) - Parameters - Response format 5. Test API 6. Save API ### 7. Automate Workflows **Via Automation:** 1. Open application 2. Navigate to "Automation" → "Triggers" 3. Create trigger: - Event type (record created, updated, deleted) - Conditions - Actions (send email, update record, call API) 4. Save trigger 5. Configure script (if needed) 6. Test workflow ### 8. User Management **Create User:** 1. Navigate to "Settings" → "Users" 2. Click "New User" 3. Configure: - Username - Email - Password - Role - Profile 4. Click "Save" **Manage Permissions:** 1. Navigate to "Settings" → "Roles" 2. Create/Edit role 3. Configure permissions: - Access to modules - Record operations (create, read, update, delete) - Export/Import - Admin functions ### 9. Data Management **Import Data:** 1. Open application 2. Navigate to "Records" 3. Click "Import" 4. Select file (CSV, Excel, JSON) 5. Map columns to fields 6. Preview data 7. Click "Import" **Export Data:** 1. Open application 2. Navigate to "Records" 3. Apply filters (if needed) 4. Click "Export" 5. Select format (CSV, Excel, JSON, PDF) 6. Download exported data ### 10. Theme Customization **Customize Theme:** 1. Navigate to "Settings" → "Theme" 2. Configure: - Brand colors - Logo - Font family - Background - Layout options 3. Preview changes 4. Save theme ## Architecture ``` ┌─────────────┐ │ Browser │ │ (Web UI) │ └──────┬──────┘ │ HTTP Request ▼ ┌──────────────┐ │ Corteza │ │ (Go) │ │ Server │ └──────┬──────┘ │ ┌────────────┼────────────┐ │ │ │ ▼ ▼ ▼ ┌──────────┐ ┌──────────┐ ┌──────────┐ │ PostgreSQL│ │ Modules │ │ Storage │ │ (Database)│ │ (CRM, │ │ (/data) │ └──────────┘ │ Project, │ └──────────┘ │ etc.) │ └───────────┘ ┌──────────┐ │ Web App │ │ (Client) │ └──────────┘ ``` ## Security ### User Authentication - Multi-user support with role-based access - Password hashing with bcrypt - Session management - SSO support (optional) ### Data Protection - PostgreSQL encryption at rest - Row-level permissions - Secure API access - Audit logging for all actions ### Network Security - TLS/SSL support for secure connections - API rate limiting - CORS configuration - Input sanitization ## Troubleshooting ### Application Not Loading 1. Verify PostgreSQL is running 2. Check Corteza service is started 3. Review connection settings 4. Check browser console for errors 5. Review Corteza logs: `docker logs ` ### Forms Not Working 1. Verify form permissions 2. Check field configuration 3. Review browser console for errors 4. Clear browser cache ### Performance Issues 1. Increase memory limit in Cloudron settings 2. Optimize database queries 3. Review record count 4. Consider data archival ### Import/Export Failures 1. Verify file format is correct 2. Check column mapping 3. Ensure permissions are correct 4. Review file size limits ## Documentation For more information on using Corteza: - [Official Website](https://cortezaproject.org) - [Documentation](https://docs.cortezaproject.org) - [GitHub Repository](https://github.com/cortezaproject/corteza) - [Community Forum](https://cortezaproject.org/community) - [Tutorials](https://cortezaproject.org/tutorials) ## Support For issues and questions: - [GitHub Issues](https://github.com/cortezaproject/corteza/issues) - [Community Forum](https://cortezaproject.org/community) - [Discord Server](https://discord.gg/corteza) - [Contact](https://cortezaproject.org/contact) ## Upstream [GitHub Repository](https://github.com/cortezaproject/corteza) [Official Website](https://cortezaproject.org)