TSYSDevStack-SupportStack-Cloudron/Package-Workspace/Low-Code/corteza/README.md

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 <container>

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
• Documentation
• GitHub Repository
• Community Forum
• Tutorials

Support

For issues and questions:

• GitHub Issues
• Community Forum
• Discord Server
• Contact

Upstream

GitHub Repository Official Website