Commit Graph

48 Commits

Author SHA1 Message Date
Elliot DeNolf
1ccd7ef074 chore(release): v3.45.0 [skip ci] 2025-07-03 09:23:23 -04:00
Patrik
34c3a5193b fix(plugin-import-export): pre-scan columns before streaming CSV export (#13009)
### What?

Fixes an issue where only the fields from the first batch of documents
were used to generate CSV column headers during streaming exports.

### Why?

Previously, columns were determined during the first streaming batch. If
a field appeared only in later documents, it was omitted from the CSV
entirely — leading to incomplete exports when fields were sparsely
populated across the dataset.

### How?

- Adds a **pre-scan step** before streaming begins to collect all column
keys across all pages
- Uses this superset of keys to define the final CSV header
- Ensures every row is padded to match the full column set

This matches the behavior of non-streamed exports and guarantees that
the streamed CSV output includes all relevant fields, regardless of when
they appear in pagination.
2025-07-03 08:53:02 -04:00
Patrik
335af1b8c9 fix(plugin-import-export): preview table to include all selected columns regardless of populated data (#12985)
### What?

Ensure the export preview table includes all field keys as columns, even
if those fields are not populated in any of the returned documents.

### Why?

Previously, if none of the documents in the preview result had a value
for a given field, that column would be missing entirely from the
preview table.

### How?

- Introduced a `getFlattenedFieldKeys` utility that recursively extracts
all missing flattened field accessors from the collection’s config that
are undefined

- Updates the preview UI logic to build columns from all flattened keys,
not just the first document
2025-07-02 09:28:21 -07:00
Alessio Gravili
4458f74cef ci: template errors not being caught due. fix: error due to updated generated-types User type (#12973)
This PR consists of two separate changes. One change cannot pass CI
without the other, so both are included in this single PR.


## CI - ensure types are generated

Our website template is currently failing to build due to a type error.
This error was introduced by a change in our generated types.

Our CI did not catch this issue because it wasn't generating types /
import map before attempting to build the templates. This PR updates the
CI to generate types first.

It also updates some CI step names for improved clarity.

## Fix: type error

![Screenshot 2025-06-29 at 12 53
49@2x](https://github.com/user-attachments/assets/962f1513-bc6c-4e12-9b74-9b891c49900b)


This fixes the type error by ensuring we consistently use the _same_
generated `TypedUser` object within payload, instead of `BaseUser`.
Previously, we sometimes used the generated-types user and sometimes the
base user, which was causing type conflicts depending on what the
generated user type was.

It also deprecates the `User` type (which was essentially just
`BaseUser`), as consumers should use `TypedUser` instead. `TypedUser`
will automatically fall back to `BaseUser` if no generated types exists,
but will accept passing it a generated-types User.

Without this change, additional properties added to the user via
generated-types may cause the user object to not be accepted by
functions that only accept a `User` instead of a `TypedUser`, which is
what failed here.

## Templates: re-generate templates to update generated types

---
- To see the specific tasks where the Asana app for GitHub is being
used, see below:
  - https://app.asana.com/0/0/1210668927737258
2025-06-29 14:27:50 -07:00
Elliot DeNolf
c66e5ca823 chore(release): v3.44.0 [skip ci] 2025-06-27 09:23:04 -04:00
Jacob Fletcher
c8b72141e4 feat: collection-level preferences (#12909)
Needed for #12860.

The new live preview pattern requires collection-level preferences, a
pattern that does not yet exist.

Instead of creating a new record for these types of preferences, we can
simply reuse `<collectionSlug>-list` under a more general key:
`collection-<slug>`. This way other relevant properties can be attached
in the future that might not specifically apply to the list view.

This will also match the conventions already estalished by
document-level preferences in `collection-<slug>-<id>` and
`global-<slug>`.

---
- To see the specific tasks where the Asana app for GitHub is being
used, see below:
  - https://app.asana.com/0/0/1210628212784050
2025-06-27 09:08:47 -04:00
Patrik
3830d710a4 feat(plugin-import-export): preview displays CSV and JSON data accurately (#12948)
### What

This PR updates the import-export plugin's `<Preview />` component to
render table columns and rows using the same logic as the CSV export.

Key changes:
- Adds a new `/api/preview-data` custom REST endpoint that:
  - Accepts filters (`fields`, `where`, `sort`, `draft`, `limit`)
- Uses `getCustomFieldFunctions` and `flattenObject` to transform
documents
  - Returns deeply flattened rows identical to the CSV export
- Refactors the <Preview /> component to:
- POST preview config to the new endpoint instead of querying the
collection directly
- Match column ordering and flattening logic with the `createExport`
function
- Ensures consistency across CSV downloads and in-admin previews
-Adds JSON preview

This ensures preview results now exactly match exported CSV content,
including support for custom field transformers and polymorphic fields.

---------

Co-authored-by: Dan Ribbens <dan.ribbens@gmail.com>
2025-06-27 05:10:28 -04:00
Patrik
5cf92878a4 fix(plugin-import-export): duplicated rows and headers in CSV export when streaming paginated results (#12941)
This PR fixes an issue in the export logic where CSV downloads would
include duplicate rows and repeated column headers across paginated
batches.

Key changes:
- Ensured `page` is incremented correctly after each `payload.find` call
- Tracked and wrote CSV column headers only once for the first page
- Prevented row duplication by removing unused `result` initialization
and using isolated `page` tracking
- Streamlined both download and non-download logic for consistent batch
processing

This resolves incorrect row counts and header duplication in large CSV
exports.
2025-06-26 06:09:17 -07:00
Patrik
6d768748a0 fix(plugin-import-export): csv export for polymorphic relationship fields (#12926)
### What?

Fixes CSV export support for polymorphic relationship and upload fields.

### Why?

Polymorphic fields in Payload use a `{ relationTo, value }` structure.
The previous implementation incorrectly accessed `.id` directly on the
top-level object, which caused issues depending on query depth or data
shape. This led to missing or invalid values in exported CSVs.

### How?

- Updated getCustomFieldFunctions to safely access relationTo and
value.id from polymorphic fields

- Ensured `hasMany` polymorphic fields export each related ID and
relationTo as separate CSV columns
2025-06-25 11:44:31 -04:00
Patrik
751691aeaf fix(plugin-import-export): omit CSV columns when toCSV returns undefined (#12923)
### What?

Ensure fields using a custom `toCSV` function that return `undefined`
are excluded from the exported CSV.

### Why?

Previously, when a `toCSV` function returned `undefined`, the field key
would still be added to the export row. This caused the column to appear
in the CSV output with an empty string value (`""`), leading to
unexpected results and failed assertions in tests expecting the field to
be truly omitted.

### How?

Updated the `flattenObject` utility to:
- Check if the value returned by a `toCSV` function is `undefined`
- Only assign the value to the export row if it is explicitly defined
- Applied this logic in all relevant paths (arrays, objects, primitives)

This change ensures that fields are only included in the CSV when a
meaningful value is returned.
2025-06-24 11:34:58 -07:00
Elliot DeNolf
810869f3fa chore(release): v3.43.0 [skip ci] 2025-06-16 16:09:14 -04:00
Dan Ribbens
8235fe137f fix(plugin-import-export): download button in collection edit view (#12805)
The custom save button showing on export enabled collections in the edit
view. Instead it was meant to only appear in the export collection. This
makes it so it only appears in the export drawer.
2025-06-13 12:51:13 -04:00
Dan Ribbens
3edcc40174 fix(plugin-import-export): incorrect custom type on toCSVFunction changed to toCSV (#12796)
Type declaration extending `custom.['plugin-import-export']` was
incorrectly named `toCSVFunction` instead of `toCSV`. This changes the
type to match the correct property name `toCSV`.
2025-06-13 12:35:06 -04:00
Dan Ribbens
c4e5831fbb fix(plugin-import-export): export all available fields by default (#12731)
When making an export of a collection, and no fields are selected then
you get am empty CSV. The intended behavior is that all data is exported
by default.

This fixes the issue that from the admin UI, when the fields selector
the resulting CSV has no columns.
2025-06-10 12:03:26 -04:00
Elliot DeNolf
4ac1894cbe chore(release): v3.42.0 [skip ci] 2025-06-09 14:43:03 -04:00
Dan Ribbens
ff615d3fa8 fix(plugin-import-export): incorrect config extension of jobs (#12730)
### What?
In a project that has `jobs` configured and the import/export plugin
will error on start:

`payload-jobs validation failed: taskSlug: createCollectionExport is not
a valid enum value for path taskSlug.`

### Why?

The plugin was not properly extending the jobs configuration.

### How?

Properly extend existing config.jobs to add the `createCollectionExport`
task.

Fixes #
2025-06-09 14:40:17 -04:00
sonny.you
afbdf3da76 fix(plugin-import-export): revise zhTw translations (#12685)
<!--
PR / squash-commit title
fix(plugin-import-export): revise zhTw translations
-->

### What?
Updated the zh-TW localisation for
**`@payloadcms/plugin-import-export`** to improve wording and
consistency:

| Key | Old Value | New Value |
| --- | --------- | --------- |
| `exportOptions` | 出口選項 | **匯出選項** |
| `field-fields-label` | 田野 | **欄位** |
| `field-format-label` | 出口格式 | **匯出格式** |
| `field-limit-label` | 限制 | **筆數限制** |
| `field-locale-label` | 地區設定 | **語言/地區** |
| `field-selectionToUse-label` | 使用選擇 | **選擇範圍** |
| `field-sort-label` | 按照排序 | **排序方式** |
| `selectionToUse-currentFilters` | 使用當前過濾器 | **使用目前過濾條件** |
| `selectionToUse-currentSelection` | 使用當前選擇 | **使用目前選擇** |
| `totalDocumentsCount` | {{count}} 總文件數 | **共 {{count}} 筆文件** |

Changes located in  
`packages/plugin-import-export/src/translations/languages/zhTw.ts`.

### Why?
* Aligns wording with common CMS terminology in Taiwan.  
* Improves readability for end-users.

### How?
1. Set your **browser locale** to **`zh-TW`**.  
2. Reload the Payload Admin UI.  
3. Open any Collection → **Export** dialog and verify that all labels
match the **“New Value”** column above.

* Before:

![image](https://github.com/user-attachments/assets/5e3ac116-e3df-438e-b5f5-f89a6c29ad67)
* After:

![image](https://github.com/user-attachments/assets/176dea2d-d36a-4e7c-8470-824eae18a6f3)
2025-06-09 14:37:21 -04:00
Dan Ribbens
8f4c4423f3 feat(plugin-import-export): add custom toCSV function on fields (#12533)
This makes it possible to add custom logic into how we map the document
data into the CSV data on a field-by-field basis.

- Allow custom data transformation to be added to
`custom.['plugin-import-export'].toCSV inside the field config
- Add type declaration to FieldCustom to improve types
- Export with `depth: 1`

Example:
```ts
    {
      name: 'customRelationship',
      type: 'relationship',
      relationTo: 'users',
      custom: {
        'plugin-import-export': {
          toCSV: ({ value, columnName, row, siblingDoc, doc }) => {
            row[`${columnName}_id`] = value.id
            row[`${columnName}_email`] = value.email
          },
        },
      },
    },
```
2025-06-09 13:53:30 -04:00
Germán Jabloñski
678bfc7d93 feat(plugin-import-export): add debug logging option (#12705) 2025-06-09 10:23:36 -04:00
Anyu Jiang
6f76d724dc fix(translations): correct i18n dynamic variable name for 'movingFromFolder' (#12642)
The i18n namespace `movingFromFolder`'s second dynamic variable name
should be `{{fromFolder}}`, but lots of locales use `{{folderName}}`, so
it will fail to get the value.


8199a7d32a/packages/ui/src/elements/FolderView/Drawers/MoveToFolder/index.tsx (L360-L363)

There is also some optimization for Folder related translation and
generic terms of zh.ts included inside.
2025-06-06 05:25:32 -07:00
Elliot DeNolf
a10c3a5ba3 chore(release): v3.41.0 [skip ci] 2025-06-05 10:05:06 -04:00
Elliot DeNolf
3670886bee chore(release): v3.40.0 [skip ci] 2025-05-29 15:43:10 -04:00
Elliot DeNolf
9ef51a7cf3 chore(release): v3.39.1 [skip ci] 2025-05-22 11:37:58 -04:00
Elliot DeNolf
c1c0db3b01 chore(release): v3.39.0 [skip ci] 2025-05-22 10:18:04 -04:00
Paul
3127d6ad6d fix(plugin-import-export): add translations for all UI elements and fields (#12449)
Converts all text and field labels into variables that can be
translated. Also generated the translations for them

So now the UI here is internationalised


![image](https://github.com/user-attachments/assets/40d7c010-ac58-4cd7-8786-01b3de3cabb7)

I've also moved some of the generic labels into the core package since
those could be re-used elsewhere
2025-05-19 13:19:55 -07:00
Germán Jabloñski
2a929cf385 chore: fix all lint errors and add mechanisms to prevent them from appearing again (#12401)
I think it's easier to review this PR commit by commit, so I'll explain
it this way:

## Commits
1. [parallelize eslint script (still showing logs results in
serial)](c9ac49c12d):
Previously, `--concurrency 1` was added to the script to make the logs
more readable. However, turborepo has an option specifically for these
use cases: `--log-order=grouped` runs the tasks in parallel but outputs
them serially. As a result, the lint script is now significantly faster.
2. [run pnpm
lint:fix](9c128c276a)
The auto-fix was run, which resolved some eslint errors that were
slipped in due to the use of `no-verify`. Most of these were
`perfectionist` fixes (property ordering) and the removal of unnecessary
assertions. Starting with this PR, this won't happen again in the
future, as we'll be verifying the linter in every PR across the entire
codebase (see commit 7).
3. [fix eslint non-autofixable
errors](700f412a33)
All manual errors have been resolved except for the configuration errors
addressed in commit 5. Most were React compiler violations, which have
been disabled and commented out "TODO" for now. There's also an unused
`use no memo` and a couple of `require` errors.
4. [move react-compiler linter to eslint-config
package](4f7cb4d63a)
To simplify the eslint configuration. My concern was that there would be
a performance regression when used in non-react related packages, but
none was experienced. This is probably because it only runs on .tsx
files.
5. [remove redundant eslint config files and fix
allowDefaultProject](a94347995a)
The main feature introduced by `typescript-eslint` v8 was
`projectService`, which automatically searches each file for the closest
`tsconfig`, greatly simplifying configuration in monorepos
([source](https://typescript-eslint.io/blog/announcing-typescript-eslint-v8#project-service)).
Once I moved `projectService` to `packages/eslint-config`, all the other
configuration files could be easily removed.
I confirmed that pnpm lint still works on individual packages.
The other important change was that the pending eslint errors from
commits 2 and 3 were resolved. That is, some files were giving the
error: "[File] was not found by the project service. Consider either
including it in the tsconfig.json or including it in
allowDefaultProject." Below I copy the explanatory comment I left in the
code:
```ts
// This is necessary because `tsconfig.base.json` defines `"rootDir": "${configDir}/src"`,
// And the following files aren't in src because they aren't transpiled.
// This is typescript-eslint's way of adding files that aren't included in tsconfig.
// See: https://typescript-eslint.io/troubleshooting/typed-linting/#i-get-errors-telling-me--was-not-found-by-the-project-service-consider-either-including-it-in-the-tsconfigjson-or-including-it-in-allowdefaultproject
// The best practice is to have a tsconfig.json that covers ALL files and is used for
// typechecking (with noEmit), and a `tsconfig.build.json` that is used for the build
// (or alternatively, swc, tsup or tsdown). That's what we should ideally do, in which case
// this hardcoded list wouldn't be necessary. Note that these files don't currently go
// through ts, only through eslint.
```

6. [Differentiate errors from warnings in VScode ESLint
Rules](5914d2f48d)
There's no reason to do that. If an eslint rule isn't an error, it
should be disabled or converted to a warning.
7. [Disable skip lint, and lint over the entire repo now that it's
faster](e4b28f1360)
The GitHub action linted only the files that had changed in the PR.
While this seems like a good idea, once exceptions were introduced with
[skip lint], they opened the door to propagating more and more errors.
Often, the linter was skipped, not because someone introduced new
errors, but because they were trying to avoid those that had already
crept in, sometimes accidentally introducing new ones.
On the other hand, `pnpm lint` now runs in parallel (commit 1), so it's
not that slow. Additionally, it runs in parallel with other GitHub
actions like e2e tests, which take much longer, so it can't represent a
bottleneck in CI.
8. [fix lint in next
package](4506595f91)
Small fix missing from commit 5
9. [Merge remote-tracking branch 'origin/main' into
fix-eslint](563d4909c1)
10. [add again eslint.config.js in payload
package](78f6ffcae7)
The comment in the code explains it. Basically, after the merge from
main, the payload package runs out of memory when linting, probably
because it grew in recent PRs. That package will sooner or later
collapse for our tooling, so we may have to split it. It's already too
big.

## Future Actions
- Resolve React compiler violations, as mentioned in commit 3.
- Decouple the `tsconfig` used for typechecking and build across the
entire monorepo (as explained in point 5) to ensure ts coverage even for
files that aren't transpiled (such as scripts).
- Remove the few remaining `eslint.config.js`. I had to leave the
`richtext-lexical` and `next` ones for now. They could be moved to the
root config and scoped to their packages, as we do for example with
`templates/vercel-postgres/**`. However, I couldn't get it to work, I
don't know why.
- Make eslint in the test folder usable. Not only are we not linting
`test` in CI, but now the `pnpm eslint .` command is so large that my
computer freezes. If each suite were its own package, this would be
solved, and dynamic codegen + git hooks to modify tsconfig.base.json
wouldn't be necessary
([related](https://github.com/payloadcms/payload/pull/11984)).
2025-05-19 12:36:40 -03:00
Elliot DeNolf
561708720d chore(release): v3.38.0 [skip ci] 2025-05-15 14:39:34 -04:00
Elliot DeNolf
9a6bb44e50 chore(release): v3.37.0 [skip ci] 2025-05-05 15:12:34 -04:00
Elliot DeNolf
cfe8c97ab7 chore(release): v3.36.1 [skip ci] 2025-04-30 14:52:46 -04:00
Dan Ribbens
47a1eee765 fix(plugin-import-export): csv export column order (#12258)
### What?
The order of fields, when specified for the create export function was
not used for constructing the data. Now the fields order will be used.

### Why?
This is important to building CSV data for consumption in other systems.

### How?
Adds logic to handle ordering the field values assigned to the export
data prior to building the CSV.
2025-04-29 15:28:16 -04:00
Elliot DeNolf
3df1329e19 chore(release): v3.36.0 [skip ci] 2025-04-29 12:36:58 -04:00
Elliot DeNolf
17d5168728 chore(release): v3.35.1 [skip ci] 2025-04-17 11:02:39 -04:00
Elliot DeNolf
bcbb912d50 chore(release): v3.35.0 [skip ci] 2025-04-16 15:52:57 -04:00
Jacob Fletcher
21599b87f5 fix(ui): stale paths on custom components within rows (#11973)
When server rendering custom components within form state, those
components receive a path that is correct at render time, but
potentially stale after manipulating array and blocks rows. This causes
the field to briefly render incorrect values while the form state
request is in flight.

The reason for this is that paths are passed as a prop statically into
those components. Then when we manipulate rows, form state is modified,
potentially changing field paths. The component's `path` prop, however,
hasn't changed. This means it temporarily points to the wrong field in
form state, rendering the data of another row until the server responds
with a freshly rendered component.

This is not an issue with default Payload fields as they are rendered on
the client and can be passed dynamic props.

This is only an issue within custom server components, including rich
text fields which are treated as custom components. Since they are
rendered on the server and passed to the client, props are inaccessible
after render.

The fix for this is to provide paths dynamically through context. This
way as we make changes to form state, there is a mechanism in which
server components can receive the updated path without waiting on its
props to update.
2025-04-15 15:23:51 -04:00
Elliot DeNolf
272914c818 chore(release): v3.34.0 [skip ci] 2025-04-10 15:38:35 -04:00
Elliot DeNolf
36e7c59b4e chore(release): v3.33.0 [skip ci] 2025-04-04 14:52:55 -04:00
Elliot DeNolf
4ac6d21ef6 chore(release): v3.32.0 [skip ci] 2025-04-01 14:27:01 -04:00
Elliot DeNolf
35e6cfbdfc chore(release): v3.31.0 [skip ci] 2025-03-25 14:28:01 -04:00
Elliot DeNolf
bb14cc9b41 chore(release): v3.30.0 [skip ci] 2025-03-24 09:59:42 -04:00
Elliot DeNolf
339226e62a chore(release): v3.29.0 [skip ci] 2025-03-20 13:59:33 -04:00
Dan Ribbens
67a7358de1 fix(plugin-import-export): export with draft true (#11762)
### What?

- GraphQL was broken because of an error with the enum for the drafts
input which cannot be 'true'.
- Selecting Draft was not doing anything as it wasn't being passed
through to the find arguments.

### Why?

This was causing any graphql calls to error.

### How?

- Changed draft options to Yes/No instead of True/False
- Correctly pass the drafts arg to `draft`

Fixes #
2025-03-18 16:32:10 -04:00
Dan Ribbens
e83f452d09 fix(plugin-import-export): translated preview labels (#11758)
### What?

The import-export preview UI component does not handle localized fields
and crash the UI when they are used. This fixes that issue.

### Why?

We were not properly handling the label translated object notation that
field.label can have.

### How?

Now we call `getTranslation` with the field label to handle language
keyed labels.

Fixes # https://github.com/payloadcms/payload/issues/11668
2025-03-18 16:30:48 -04:00
Elliot DeNolf
e8064a3a0c chore(release): v3.28.1 [skip ci] 2025-03-12 17:27:26 -04:00
Jacob Fletcher
355bd12c61 chore: infer React context providers and prefer use (#11669)
As of [React 19](https://react.dev/blog/2024/12/05/react-19), context
providers no longer require the `<MyContext.Provider>` syntax and can be
rendered as `<MyContext>` directly. This will be deprecated in future
versions of React, which is now being caught by the
[`@eslint-react/no-context-provider`](https://eslint-react.xyz/docs/rules/no-context-provider)
ESLint rule.

Similarly, the [`use`](https://react.dev/reference/react/use) API is now
preferred over `useContext` because it is more flexible, for example
they can be called within loops and conditional statements. See the
[`@eslint-react/no-use-context`](https://eslint-react.xyz/docs/rules/no-use-context)
ESLint rule for more details.
2025-03-12 15:48:20 -04:00
Elliot DeNolf
d959d843a2 chore(release): v3.28.0 [skip ci] 2025-03-11 17:10:15 -04:00
Sasha
5d65cb002b fix(plugin-import-export): plugin breaks i18n configuration (#11590)
Fixes https://github.com/payloadcms/payload/issues/11582
2025-03-10 11:31:06 -04:00
Elliot DeNolf
54acdad190 chore(release): v3.27.0 [skip ci] 2025-03-05 16:44:09 -05:00
Dan Ribbens
4f822a439b feat: plugin-import-export initial work (#10795)
Adds new plugin-import-export initial version.

Allows for direct download and creation of downloadable collection data
stored to a json or csv uses the access control of the user creating the
request to make the file.

config options:
```ts
  /**
   * Collections to include the Import/Export controls in
   * Defaults to all collections
   */
  collections?: string[]
  /**
   * Enable to force the export to run synchronously
   */
  disableJobsQueue?: boolean
  /**
   * This function takes the default export collection configured in the plugin and allows you to override it by modifying and returning it
   * @param collection
   * @returns collection
   */
  overrideExportCollection?: (collection: CollectionOverride) => CollectionOverride

// payload.config.ts:
plugins: [
    importExportPlugin({
      collections: ['pages', 'users'],
      overrideExportCollection: (collection) => {
        collection.admin.group = 'System'
        collection.upload.staticDir = path.resolve(dirname, 'uploads')
        return collection
      },
      disableJobsQueue: true,
    }),
 ],
```

---------

Co-authored-by: Jessica Chowdhury <jessica@trbl.design>
Co-authored-by: Kendell Joseph <kendelljoseph@gmail.com>
2025-03-05 01:06:43 +00:00