Adds abillity to customize the generated Drizzle schema with
`beforeSchemaInit` and `afterSchemaInit`. Could be useful if you want to
preserve the existing database schema / override the generated one with
features that aren't supported from the Payload config.
## Docs:
### beforeSchemaInit
Runs before the schema is built. You can use this hook to extend your
database structure with tables that won't be managed by Payload.
```ts
import { postgresAdapter } from '@payloadcms/db-postgres'
import { integer, pgTable, serial } from 'drizzle-orm/pg-core'
postgresAdapter({
beforeSchemaInit: [
({ schema, adapter }) => {
return {
...schema,
tables: {
...schema.tables,
addedTable: pgTable('added_table', {
id: serial('id').notNull(),
}),
},
}
},
],
})
```
One use case is preserving your existing database structure when
migrating to Payload. By default, Payload drops the current database
schema, which may not be desirable in this scenario.
To quickly generate the Drizzle schema from your database you can use
[Drizzle
Introspection](https://orm.drizzle.team/kit-docs/commands#introspect--pull)
You should get the `schema.ts` file which may look like this:
```ts
import { pgTable, uniqueIndex, serial, varchar, text } from 'drizzle-orm/pg-core'
export const users = pgTable('users', {
id: serial('id').primaryKey(),
fullName: text('full_name'),
phone: varchar('phone', { length: 256 }),
})
export const countries = pgTable(
'countries',
{
id: serial('id').primaryKey(),
name: varchar('name', { length: 256 }),
},
(countries) => {
return {
nameIndex: uniqueIndex('name_idx').on(countries.name),
}
},
)
```
You can import them into your config and append to the schema with the
`beforeSchemaInit` hook like this:
```ts
import { postgresAdapter } from '@payloadcms/db-postgres'
import { users, countries } from '../drizzle/schema'
postgresAdapter({
beforeSchemaInit: [
({ schema, adapter }) => {
return {
...schema,
tables: {
...schema.tables,
users,
countries
},
}
},
],
})
```
Make sure Payload doesn't overlap table names with its collections. For
example, if you already have a collection with slug "users", you should
either change the slug or `dbName` to change the table name for this
collection.
### afterSchemaInit
Runs after the Drizzle schema is built. You can use this hook to modify
the schema with features that aren't supported by Payload, or if you
want to add a column that you don't want to be in the Payload config.
To extend a table, Payload exposes `extendTable` utillity to the args.
You can refer to the [Drizzle
documentation](https://orm.drizzle.team/docs/sql-schema-declaration).
The following example adds the `extra_integer_column` column and a
composite index on `country` and `city` columns.
```ts
import { postgresAdapter } from '@payloadcms/db-postgres'
import { index, integer } from 'drizzle-orm/pg-core'
import { buildConfig } from 'payload'
export default buildConfig({
collections: [
{
slug: 'places',
fields: [
{
name: 'country',
type: 'text',
},
{
name: 'city',
type: 'text',
},
],
},
],
db: postgresAdapter({
afterSchemaInit: [
({ schema, extendTable, adapter }) => {
extendTable({
table: schema.tables.places,
columns: {
extraIntegerColumn: integer('extra_integer_column'),
},
extraConfig: (table) => ({
country_city_composite_index: index('country_city_composite_index').on(
table.country,
table.city,
),
}),
})
return schema
},
],
}),
})
```
<!--
For external contributors, please include:
- A summary of the pull request and any related issues it fixes.
- Reasoning for the changes made or any additional context that may be
useful.
Ensure you have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
-->
Changes the `afterError` hook structure, adds tests / more docs.
Ensures that the `req.responseHeaders` property is respected in the
error handler.
**Breaking**
`afterError` now accepts an array of functions instead of a single
function:
```diff
- afterError: () => {...}
+ afterError: [() => {...}]
```
The args are changed to accept an object with the following properties:
| Argument | Description |
| ------------------- |
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
|
| **`error`** | The error that occurred. |
| **`context`** | Custom context passed between Hooks. [More
details](./context). |
| **`graphqlResult`** | The GraphQL result object, available if the hook
is executed within a GraphQL context. |
| **`req`** | The
[Request](https://developer.mozilla.org/en-US/docs/Web/API/Request)
object containing the currently authenticated `user` |
| **`collection`** | The [Collection](../configuration/collections) in
which this Hook is running against. This will be `undefined` if the hook
is executed from a non-collection endpoint or GraphQL. |
| **`result`** | The formatted error result object, available if the
hook is executed from a REST context. |
Previously, this wasn't valid in Postgres / SQLite:
```ts
const res = await payload.find({
collection: 'polymorphic-relationships',
where: {
polymorphic: {
equals: {
relationTo: 'movies',
value: movie.id,
},
},
},
})
```
Now it works and actually in more performant way than this:
```ts
const res = await payload.find({
collection: 'polymorphic-relationships',
where: {
and: [
{
'polymorphic.relationTo': {
equals: 'movies',
},
},
{
'polymorphic.value': {
equals: 'movies',
},
},
],
},
})
```
Why? Because with the object notation, the output SQL is: `movies_id =
1` - checks exactly 1 column in the `*_rels` table, while with the
separate query by `relationTo` and `value` we need to check against
_each_ possible relationship collection with OR.
## Description
Adds a new property to `collection` / `global` configs called
`lockDocuments`.
Set to `true` by default - the lock is automatically triggered when a
user begins editing a document within the Admin Panel and remains in
place until the user exits the editing view or the lock expires due to
inactivity.
Set to `false` to disable document locking entirely - i.e.
`lockDocuments: false`
You can pass an object to this property to configure the `duration` in
seconds, which defines how long the document remains locked without user
interaction. If no edits are made within the specified time (default:
300 seconds), the lock expires, allowing other users to edit / update or
delete the document.
```
lockDocuments: {
duration: 180, // 180 seconds or 3 minutes
}
```
- [x] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## Checklist:
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] Existing test suite passes locally with my changes
- [x] I have made corresponding changes to the documentation
## Description
### TL;DR:
It's currently not possible to render our field components from a server
component because their `field` prop is the original field config, not
the _client_ config which our components require. Currently, the `field`
prop passed into custom fields changes type depending on whether it's a
server or client component, leaving server components without any access
to the client field config or mechanism to acquire it.
This PR passes the client config to all server field components through
a new `clientField` prop. This allows the following in a server
component, which is very similar to how client field components
currently work:
Server component:
```tsx
import { TextField } from '@payloadcms/ui'
import type { TextFieldServerComponent } from 'payload'
export const MyCustomServerField: TextFieldServerComponent = ({ clientField }) => {
return <TextField field={clientField} />
}
```
Client component:
```tsx
'use client'
import { TextField } from '@payloadcms/ui'
import type { TextFieldClientComponent } from 'payload'
export const MyCustomClientField: TextFieldClientComponent = ({ field }) => {
return <TextField field={field} />
}
```
### Full Background
If you have a custom field component, and it's a server component, there
is currently no way to pass the field prop into Payload's client-side
field components.
Here's an example of the problem:
```tsx
import { TextField } from '@payloadcms/ui'
import type { TextFieldServerComponent } from 'payload'
import React from 'react'
export const MyServerComponent: TextFieldServerComponent = (props) => {
const { field } = props
return (
<TextField field={field} /> // This is not possible
)
}
```
The config needs to be transformed into a client config, however,
because of the sheer number of hard-to-find arguments that the
`createClientField` requires, we cannot use it in its raw form.
Here is another example of the problem:
```tsx
import { TextField } from '@payloadcms/ui'
import { createClientField } from '@payloadcms/ui/utilities/createClientField'
import type { TextFieldServerComponent } from 'payload'
import React from 'react'
export const MyServerComponent: TextFieldServerComponent = ({ createClientField }) => {
const clientField = createClientField({...}) // Not a good option bc it requires many hard-to-find args
return (
<TextField field={clientField} />
)
}
```
Theoretically, we could preformat a `createFieldConfig` function so it
can simply be called without arguments:
```tsx
import { TextField } from '@payloadcms/ui'
import type { TextFieldServerComponent } from 'payload'
import React from 'react'
export const MyServerComponent: TextFieldServerComponent = ({ createClientField }) => {
return <TextField field={createClientField()} />
}
```
But this means the field config would be evaluated twice unnecessarily,
including label functions, etc.
The right way to fix this is to simply pass the client config to server
components through a new `clientField` prop:
```tsx
import { TextField } from '@payloadcms/ui'
import type { TextFieldServerComponent } from 'payload'
import React from 'react'
export const MyServerComponent: TextFieldServerComponent = ({ clientField }) => {
return <TextField field={clientField} />
}
```
- [x] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## Checklist:
- [x] Existing test suite passes locally with my changes
- [x] I have made corresponding changes to the documentation
## Description
Fixes https://github.com/payloadcms/payload/issues/6037
- [x] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
## Type of change
<!-- Please delete options that are not relevant. -->
- [x] Bug fix (non-breaking change which fixes an issue)
## Checklist:
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] Existing test suite passes locally with my changes
## Description
Currently, there is no way of typing custom server field components.
This is because internally, all field components are client components,
and so these were never fully typed. For example, the docs currently
indicate for all custom fields to be typed in this way:
Old:
```tsx
export const MyClientTextFieldComponent: React.FC<TextFieldProps>
```
But if your component is a server component, you will never receive the
fully typed `field` prop, `payload` prop, etc. unless you've typed that
yourself using some of the underlying utilities. So to fix this, every
field now explicitly exports a type for each environment:
New:
- Client component:
```tsx
'use client'
export const MyClientTextFieldComponent: TextFieldClientComponent
```
- Server component:
```tsx
export const MyServerTextFieldComponent: TextFieldServerComponent
```
This pattern applies to every field type, where the field name is
prepended onto the component type.
```ts
import type {
TextFieldClientComponent,
TextFieldServerComponent,
TextFieldClientProps,
TextFieldServerProps,
TextareaFieldClientComponent,
TextareaFieldServerComponent,
TextareaFieldClientProps,
TextareaFieldServerProps,
// ...and so on for each field type
} from 'payload'
```
## BREAKING CHANGES
We are no longer exporting `TextFieldProps` etc. for each field type.
Instead, we now export props for each client/server environment
explicitly. If you were previously importing one of these types into
your custom component, simply change the import name to reflect your
environment.
Old:
```tsx
import type { TextFieldProps } from 'payload'
```
New:
```tsx
import type { TextFieldClientProps, TextFieldServerProps } from 'payload'
```
Related: #7754.
- [x] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
- [x] This change requires a documentation update
## Checklist:
- [x] Existing test suite passes locally with my changes
- [x] I have made corresponding changes to the documentation
## Description
Adds bulk upload functionality to upload enabled configs.
You can disable the ability by defining `upload.bulkUpload: false` in
your upload enabled config.
- [x] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
## Type of change
- [x] New feature (non-breaking change which adds functionality)
## Checklist:
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] Existing test suite passes locally with my changes
- [ ] I have made corresponding changes to the documentation
This PR makes three major changes to the codebase:
1. [Component Paths](#component-paths)
Instead of importing custom components into your config directly, they
are now defined as file paths and rendered only when needed. That way
the Payload config will be significantly more lightweight, and ensures
that the Payload config is 100% server-only and Node-safe. Related
discussion: https://github.com/payloadcms/payload/discussions/6938
2. [Client Config](#client-config)
Deprecates the component map by merging its logic into the client
config. The main goal of this change is for performance and
simplification. There was no need to deeply iterate over the Payload
config twice, once for the component map, and another for the client
config. Instead, we can do everything in the client config one time.
This has also dramatically simplified the client side prop drilling
through the UI library. Now, all components can share the same client
config which matches the exact shape of their Payload config (with the
exception of non-serializable props and mapped custom components).
3. [Custom client component are no longer
server-rendered](#custom-client-components-are-no-longer-server-rendered)
Previously, custom components would be server-rendered, no matter if
they are server or client components. Now, only server components are
rendered on the server. Client components are automatically detected,
and simply get passed through as `MappedComponent` to be rendered fully
client-side.
## Component Paths
Instead of importing custom components into your config directly, they
are now defined as file paths and rendered only when needed. That way
the Payload config will be significantly more lightweight, and ensures
that the Payload config is 100% server-only and Node-safe. Related
discussion: https://github.com/payloadcms/payload/discussions/6938
In order to reference any custom components in the Payload config, you
now have to specify a string path to the component instead of importing
it.
Old:
```ts
import { MyComponent2} from './MyComponent2.js'
admin: {
components: {
Label: MyComponent2
},
},
```
New:
```ts
admin: {
components: {
Label: '/collections/Posts/MyComponent2.js#MyComponent2', // <= has to be a relative path based on a baseDir configured in the Payload config - NOT relative based on the importing file
},
},
```
### Local API within Next.js routes
Previously, if you used the Payload Local API within Next.js pages, all
the client-side modules are being added to the bundle for that specific
page, even if you only need server-side functionality.
This `/test` route, which uses the Payload local API, was previously 460
kb. It is now down to 91 kb and does not bundle the Payload client-side
admin panel anymore.
All tests done
[here](https://github.com/payloadcms/payload-3.0-demo/tree/feat/path-test)
with beta.67/PR, db-mongodb and default richtext-lexical:
**dev /admin before:**
**dev /admin after:**
---
**dev /test before:**
**dev /test after:**
---
**build before:**
**build after::**
### Usage of the Payload Local API / config outside of Next.js
This will make it a lot easier to use the Payload config / local API in
other, server-side contexts. Previously, you might encounter errors due
to client files (like .scss files) not being allowed to be imported.
## Client Config
Deprecates the component map by merging its logic into the client
config. The main goal of this change is for performance and
simplification. There was no need to deeply iterate over the Payload
config twice, once for the component map, and another for the client
config. Instead, we can do everything in the client config one time.
This has also dramatically simplified the client side prop drilling
through the UI library. Now, all components can share the same client
config which matches the exact shape of their Payload config (with the
exception of non-serializable props and mapped custom components).
This is breaking change. The `useComponentMap` hook no longer exists,
and most component props have changed (for the better):
```ts
const { componentMap } = useComponentMap() // old
const { config } = useConfig() // new
```
The `useConfig` hook has also changed in shape, `config` is now a
property _within_ the context obj:
```ts
const config = useConfig() // old
const { config } = useConfig() // new
```
## Custom Client Components are no longer server rendered
Previously, custom components would be server-rendered, no matter if
they are server or client components. Now, only server components are
rendered on the server. Client components are automatically detected,
and simply get passed through as `MappedComponent` to be rendered fully
client-side.
The benefit of this change:
Custom client components can now receive props. Previously, the only way
for them to receive dynamic props from a parent client component was to
use hooks, e.g. `useFieldProps()`. Now, we do have the option of passing
in props to the custom components directly, if they are client
components. This will be simpler than having to look for the correct
hook.
This makes rendering them on the client a little bit more complex, as
you now have to check if that component is a server component (=>
already has been rendered) or a client component (=> not rendered yet,
has to be rendered here). However, this added complexity has been
alleviated through the easy-to-use `<RenderMappedComponent />` helper.
This helper now also handles rendering arrays of custom components (e.g.
beforeList, beforeLogin ...), which actually makes rendering custom
components easier in some cases.
## Misc improvements
This PR includes misc, breaking changes. For example, we previously
allowed unions between components and config object for the same
property. E.g. for the custom view property, you were allowed to pass in
a custom component or an object with other properties, alongside a
custom component.
Those union types are now gone. You can now either pass an object, or a
component. The previous `{ View: MyViewComponent}` is now `{ View: {
Component: MyViewComponent} }` or `{ View: { Default: { Component:
MyViewComponent} } }`.
This dramatically simplifies the way we read & process those properties,
especially in buildComponentMap. We can now simply check for the
existence of one specific property, which always has to be a component,
instead of running cursed runtime checks on a shared union property
which could contain a component, but could also contain functions or
objects.
- [x] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
---------
Co-authored-by: PatrikKozak <patrik@payloadcms.com>
Co-authored-by: Paul <paul@payloadcms.com>
Co-authored-by: Paul Popus <paul@nouance.io>
Co-authored-by: Jacob Fletcher <jacobsfletch@gmail.com>
Co-authored-by: James <james@trbl.design>
## Description
- Updates admin UI with more condensed spacing throughout.
- Improves hover states and read-only states for various components.
- Removes the `Merriweather` font from `next/font` and replaces with
stack of system serif fonts and fallbacks (Georgia, etc). Closes#7257
## BREAKING CHANGES
- Custom components and styling that don't utilize Payload's CSS/SCSS
variables may need adjustments to match the updated styling.
- If you are using the `Merriweather` font, you will need to manually
configure `next/font` in your own project.
---------
Co-authored-by: Paul Popus <paul@nouance.io>
- Upgrades eslint from v8 to v9
- Upgrades all other eslint packages. We will have to do a new
full-project lint, as new rules have been added
- Upgrades husky from v8 to v9
- Upgrades lint-staged from v14 to v15
- Moves the old .eslintrc.cjs file format to the new eslint.config.js
flat file format.
Previously, we were very specific regarding which rules are applied to
which files. Now that `extends` is no longer a thing, I have to use
deepMerge & imports instead.
This is rather uncommon and is not a documented pattern - e.g.
typescript-eslint docs want us to add the default typescript-eslint
rules to the top-level & then disable it in files using the
disable-typechecked config.
However, I hate this opt-out approach. The way I did it here adds a lot
of clarity as to which rules are applied to which files, and is pretty
easy to read. Much less black magic
## .eslintignore
These files are no longer supported (see
https://eslint.org/docs/latest/use/configure/migration-guide#ignoring-files).
I moved the entries to the ignores property in the eslint config. => one
less file in each package folder!
- Improves type for `jsonSchema` property of JSON field
- Adds type generation of JSON field with `jsonSchema`
- Adds `typescriptSchema` property to fields that allows you override
default field type generation by providing a JSON schema.
- Adds `typescript.schema` property in payload config, to allow for any
modifications of the type schemas
---------
Co-authored-by: Alessio Gravili <alessio@gravili.de>
## Description
Adds `loginWithUsername` option to auth config. When set to true, it
will inject an `username` field into the collection config which
replaces the `email` field in the UI. The `email` field is still
required but not unique.
The `username` field can be extended by passing a field named `username`
to your auth collection. Anything added to this field will be combined
with the initial field.
- [X] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
## Type of change
- [X] New feature (non-breaking change which adds functionality)
## Checklist:
- [X] Existing test suite passes locally with my changes
---------
Co-authored-by: Jarrod Flesch <jarrodmflesch@gmail.com>
## Description
Ensures that exp and auth strategy are available from the `me` and
`refresh` operations as well as passed through the `Auth` provider. Same
as #6943
- [x] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
# Breaking Changes
### New file import locations
Exports from the `payload` package have been _significantly_ cleaned up.
Now, just about everything is able to be imported from `payload`
directly, rather than an assortment of subpath exports. This means that
things like `import { buildConfig } from 'payload/config'` are now just
imported via `import { buildConfig } from 'payload'`. The mental model
is significantly simpler for developers, but you might need to update
some of your imports.
Payload now exposes only three exports:
1. `payload` - all types and server-only Payload code
2. `payload/shared` - utilities that can be used in either the browser
or in Node environments
3. `payload/node` - heavy utilities that should only be imported in Node
scripts and never be imported into bundled code like Next.js
### UI library pre-bundling
With this release, we've dramatically sped up the compile time for
Payload by pre-bundling our entire UI package for use inside of the
Payload admin itself. There are new exports that should be used within
Payload custom components:
1. `@payloadcms/ui/client` - all client components
2. `@payloadcms/ui/server` - all server components
For all of your custom Payload admin UI components, you should be
importing from one of these two pre-compiled barrel files rather than
importing from the more deeply nested exports directly. That will keep
compile times nice and speedy, and will also make sure that the bundled
JS for your admin UI is kept small.
For example, whereas before, if you imported the Payload `Button`, you
would have imported it like this:
```ts
import { Button } from '@payloadcms/ui/elements/Button'
```
Now, you would import it like this:
```ts
import { Button } from '@payloadcms/ui/client'
```
This is a significant DX / performance optimization that we're pretty
pumped about.
However, if you are importing or re-using Payload UI components
_outside_ of the Payload admin UI, for example in your own frontend
apps, you can import from the individual component exports which will
make sure that the bundled JS is kept to a minimum in your frontend
apps. So in your own frontend, you can continue to import directly to
the components that you want to consume rather than importing from the
pre-compiled barrel files.
Individual component exports will now come with their corresponding CSS
and everything will work perfectly as-expected.
### Specific exports have changed
- `'@payloadcms/ui/templates/Default'` and
`'@payloadcms/ui/templates/Minimal`' are now exported from
`'@payloadcms/next/templates'`
- Old: `import { LogOut } from '@payloadcms/ui/icons/LogOut'` new:
`import { LogOutIcon } from '@payloadcms/ui/icons/LogOut'`
## Background info
In effort to make local dev as fast as possible, we need to import as
few files as possible so that the compiler has less to process. One way
we've achieved this in the Admin Panel was to _remove_ all .scss imports
from all components in the `@payloadcms/ui` module using a build
process. This stripped all `import './index.scss'` statements out of
each component before injecting them into `dist`. Instead, it bundles
all of the CSS into a single `main.css` file, and we import _that_ at
the root of the app.
While this concept is _still_ the right solution to the problem, this
particular approach is not viable when using these components outside
the Admin Panel, where not only does this root stylesheet not exist, but
where it would also bloat your app with unused styles. Instead, we need
to _keep_ these .scss imports in place so they are imported directly
alongside your components, as expected. Then, we need create a _new_
build step that _separately_ compiles the components _without_ their
stylesheets—this way your app can consume either as needed from the new
`client` and `server` barrel files within `@payloadcms/ui`, i.e. from
within `@payloadcms/next` and all other admin-specific packages and
plugins.
This way, all other applications will simply import using the direct
file paths, just as they did before. Except now they come with
stylesheets.
And we've gotten a pretty awesome initial compilation performance boost.
---------
Co-authored-by: James <james@trbl.design>
Co-authored-by: Alessio Gravili <alessio@gravili.de>
Types are now auto-generated by default.
You can opt-out of this behavior by setting:
```ts
buildConfig({
// Rest of config
typescript: {
autoGenerate: false
},
})
```
BREAKING CHANGE:
Moves `upload` field and `relationship` fields with `hasMany: false` &
`relationTo: string` from the many-to-many `_rels` join table to simple
columns. This only affects Postgres database users.
## TL;DR
We have dramatically simplified the storage of simple relationships in
relational databases to boost performance and align with more expected
relational paradigms. If you are using the beta Postgres adapter, and
you need to keep simple relationship data, you'll need to run a
migration script that we provide you.
### Background
For example, prior to this update, a collection of "posts" with a simple
`hasMany: false` and `relationTo: 'categories'` field would have a
`posts_rels` table where the category relations would be stored.
This was somewhat unnecessary as simple relations like this can be
expressed with a `category_id` column which is configured as a foreign
key. This also introduced added complexity for dealing directly with the
database if all you have are simple relations.
### Who needs to migrate
You need to migrate if you are using the beta Postgres database adapter
and any of the following applies to you.
- If you have versions enabled on any collection / global
- If you use the `upload` field
- If you have relationship fields that are `hasMany: false` (default)
and `relationTo` to a single category ([has
one](https://payloadcms.com/docs/fields/relationship#has-one)) relations
### We have a migration for you
Even though the Postgres adapter is in beta, we've prepared a predefined
migration that will work out of the box for you to migrate from an
earlier version of the adapter to the most recent version easily.
It makes the schema changes in step with actually moving the data from
the old locations to the new before adding any null constraints and
dropping the old columns and tables.
### How to migrate
The steps to preserve your data while making this update are as follows.
These steps are the same whether you are moving from Payload v2 to v3 or
a previous version of v3 beta to the most recent v3 beta.
**Important: during these steps, don't start the dev server unless you
have `push: false` set on your Postgres adapter.**
#### Step 1 - backup
Always back up your database before performing big changes, especially
in production cases.
#### Step 2 - create a pre-update migration
Before updating to new Payload and Postgres adapter versions, run
`payload migrate:create` without any other config changes to have a
prior snapshot of the schema from the previous adapter version
#### Step 3 - if you're migrating a dev DB, delete the dev `push` row
from your `payload_migrations` table
If you're migrating a dev database where you have the default setting to
push database changes directly to your DB, and you need to preserve data
in your development database, then you need to delete a `dev` migration
record from your database.
Connect directly to your database in any tool you'd like and delete the
dev push record from the `payload_migrations` table using the following
SQL statement:
```sql
DELETE FROM payload_migrations where batch = -1`
```
#### Step 4 - update Payload and Postgres versions to most recent
Update packages, making sure you have matching versions across all
`@payloadcms/*` and `payload` packages (including
`@payloadcms/db-postgres`)
#### Step 5 - create the predefined migration
Run the following command to create the predefined migration we've
provided:
```
payload migrate:create --file @payloadcms/db-postgres/relationships-v2-v3
```
#### Step 6 - migrate!
Run migrations with the following command:
```
payload migrate
```
Assuming the migration worked, you can proceed to commit this change and
distribute it to be run on all other environments.
Note that if two servers connect to the same database, only one should
be running migrations to avoid transaction conflicts.
Related discussion:
https://github.com/payloadcms/payload/discussions/4163
---------
Co-authored-by: James <james@trbl.design>
Co-authored-by: PatrikKozak <patrik@payloadcms.com>
