## What
Adds a new custom component called `editMenuItems` that can be used in
the document view.
This options allows users to inject their own custom components into the
dropdown menu found in the document controls (the 3 dot menu), the
provided component(s) will be added below the default existing actions
(Create New, Duplicate, Delete and so on).
## Why
To increase flexibility and customization for users who wish to add
functionality to this menu. This provides a clean and consistent way to
add additional actions without needing to override or duplicate existing
UI logic.
## How
- Introduced the `editMenuItems` slot in the document controls dropdown
(three-dot menu) - in edit and preview tabs.
- Added documentation and tests to cover this new custom component
#### Testing
Use the `admin` test suite and go to the `edit menu items` collection
<!--
Thank you for the PR! Please go through the checklist below and make
sure you've completed all the steps.
Please review the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository if you haven't already.
The following items will ensure that your PR is handled as smoothly as
possible:
- PR Title must follow conventional commits format. For example, `feat:
my new feature`, `fix(plugin-seo): my fix`.
- Minimal description explained as if explained to someone not
immediately familiar with the code.
- Provide before/after screenshots or code diffs if applicable.
- Link any related issues/discussions from GitHub or Discord.
- Add review comments if necessary to explain to the reviewer the logic
behind a change
### What?
### Why?
### How?
Fixes #
-->
### What?
This PR fixes a link to the Payload config in the query presets docs,
and adjusts the links to the edit view components in the collections and
global config pages.
### Why?
To direct users to the correct location.
### How?
Changes to a few docs.
Fixes#12199
Significantly optimizes the component rendering strategy within the form
state endpoint by precisely rendering only the fields that require it.
This cuts down on server processing and network response sizes when
invoking form state requests **that manipulate array and block rows
which contain server components**, such as rich text fields, custom row
labels, etc. (results listed below).
Here's a breakdown of the issue:
Previously, when manipulating array and block fields, _all_ rows would
render any server components that might exist within them, including
rich text fields. This means that subsequent changes to these fields
would potentially _re-render_ those same components even if they don't
require it.
For example, if you have an array field with a rich text field within
it, adding the first row would cause the rich text field to render,
which is expected. However, when you add a second row, the rich text
field within the first row would render again unnecessarily along with
the new row.
This is especially noticeable for fields with many rows, where every
single row processes its server components and returns RSC data. And
this does not only affect nested rich text fields, but any custom
component defined on the field level, as these are handled in the same
way.
The reason this was necessary in the first place was to ensure that the
server components receive the proper data when they are rendered, such
as the row index and the row's data. Changing one of these rows could
cause the server component to receive the wrong data if it was not
freshly rendered.
While this is still a requirement that rows receive up-to-date props, it
is no longer necessary to render everything.
Here's a breakdown of the actual fix:
This change ensures that only the fields that are actually being
manipulated will be rendered, rather than all rows. The existing rows
will remain in memory on the client, while the newly rendered components
will return from the server. For example, if you add a new row to an
array field, only the new row will render its server components.
To do this, we send the path of the field that is being manipulated to
the server. The server can then use this path to determine for itself
which fields have already been rendered and which ones need required
rendering.
## Results
The following results were gathered by booting up the `form-state` test
suite and seeding 100 array rows, each containing a rich text field. To
invoke a form state request, we navigate to a document within the
"posts" collection, then add a new array row to the list. The result is
then saved to the file system for comparison.
| Test Suite | Collection | Number of Rows | Before | After | Percentage
Change |
|------|------|---------|--------|--------|--------|
| `form-state` | `posts` | 101 | 1.9MB / 266ms | 80KB / 70ms | ~96%
smaller / ~75% faster |
---------
Co-authored-by: James <james@trbl.design>
Co-authored-by: Alessio Gravili <alessio@gravili.de>
Query Presets allow you to save and share filters, columns, and sort
orders for your collections. This is useful for reusing common or
complex filtering patterns and column configurations across your team.
Query Presets are defined on the fly by the users of your app, rather
than being hard coded into the Payload Config.
Here's a screen recording demonstrating the general workflow as it
relates to the list view. Query Presets are not exclusive to the admin
panel, however, as they could be useful in a number of other contexts
and environments.
https://github.com/user-attachments/assets/1fe1155e-ae78-4f59-9138-af352762a1d5
Each Query Preset is saved as a new record in the database under the
`payload-query-presets` collection. This will effectively make them
CRUDable and allows for an endless number of preset configurations. As
you make changes to filters, columns, limit, etc. you can choose to save
them as a new record and optionally share them with others.
Normal document-level access control will determine who can read,
update, and delete these records. Payload provides a set of sensible
defaults here, such as "only me", "everyone", and "specific users", but
you can also extend your own set of access rules on top of this, such as
"by role", etc. Access control is customizable at the operation-level,
for example you can set this to "everyone" can read, but "only me" can
update.
To enable the Query Presets within a particular collection, set
`enableQueryPresets` on that collection's config.
Here's an example:
```ts
{
// ...
enableQueryPresets: true
}
```
Once enabled, a new set of controls will appear within the list view of
the admin panel. This is where you can select and manage query presets.
General settings for Query Presets are configured under the root
`queryPresets` property. This is where you can customize the labels,
apply custom access control rules, etc.
Here's an example of how you might augment the access control properties
with your own custom rule to achieve RBAC:
```ts
{
// ...
queryPresets: {
constraints: {
read: [
{
label: 'Specific Roles',
value: 'specificRoles',
fields: [roles],
access: ({ req: { user } }) => ({
'access.update.roles': {
in: [user?.roles],
},
}),
},
],
}
}
}
```
Related: #4193 and #3092
---------
Co-authored-by: Dan Ribbens <dan.ribbens@gmail.com>
### What?
Adds a new property to collection / global config `forceSelect` which
can be used to ensure that some fields are always selected, regardless
of the `select` query.
### Why?
This can be beneficial for hooks and access control, for example imagine
you need the value of `data.slug` in your hook.
With the following query it would be `undefined`:
`?select[title]=true`
Now, to solve this you can specify
```
forceSelect: {
slug: true
}
```
### How?
Every operation now merges the incoming `select` with
`collectionConfig.forceSelect`.
### What?
Adds new option to disable the `copy to locale` button, adds description
to docs and adds e2e test.
### Why?
Client request.
### How?
The option can be used like this:
```ts
// in collection config
admin: {
disableCopyToLocale: true,
},
```
### What?
This PR adds ability to define indexes on several fields for collections
(compound indexes).
Example:
```ts
{
indexes: [{ unique: true, fields: ['title', 'group.name'] }]
}
```
### Why?
This can be used to either speed up querying/sorting by 2 or more fields
at the same time or to ensure uniqueness between several fields.
### How?
Implements this logic in database adapters. Additionally, adds a utility
`getFieldByPath`.
### What?
Adds new option `admin.components.listMenuItems` to allow custom
components to be injected after the existing list controls in the
collection list view.
### Why?
Needed to facilitate import/export plugin.
#### Testing
Use `pnpm dev admin` to see example component and see test added to
`test/admin/e2e/list-view`.
## Update since feature was reverted
The custom list controls and now rendered with no surrounding padding or
border radius.
<img width="596" alt="Screenshot 2025-02-17 at 5 06 44 PM"
src="https://github.com/user-attachments/assets/57209367-5433-4a4c-8797-0f9671da15c8"
/>
---------
Co-authored-by: Dan Ribbens <dan.ribbens@gmail.com>
Adds a dedicated "Custom Components" section to the docs.
As users become familiar with building custom components, not all areas
that support customization are well documented. Not only this, but the
current pattern does not allow for deep elaboration on these concepts
without their pages growing to an unmanageable size. Custom components
in general is a large enough topic to merit a standalone section with
subpages. This change will make navigation much more intuitive, help
keep page size down, and provide room to document every single available
custom component with snippets to show exactly how they are typed, etc.
This is a substantial change to the docs, here is the overview:
- The "Admin > Customizing Components" doc is now located at "Custom
Components > overview"
- The "Admin > Views" doc is now located at "Custom Components > Custom
Views"
- There is a new "Custom Components > Edit View" doc
- There is a new "Custom Components > List View" doc
- The information about root components within the "Admin > Customizing
Components" doc has been moved to a new "Custom Components > Root
Components" doc
- The information about custom providers within the "Admin > Customizing
Components" doc has been moved to a new "Custom Components > Custom
Providers" doc
Similar to the goals of #10743, #10742, and #10741.
Fixes#10872 and initial scaffolding for #10353.
Dependent on #11126.
This change will require the following redirects to be set up:
- `/docs/admin/hooks` → `/docs/admin/react-hooks`
- `/docs/admin/components` → `/docs/custom-components/overview`
- `/docs/admin/views` → `/docs/custom-components/views`
### What?
Adds new option `admin.components.listControlsMenu` to allow custom
components to be injected after the existing list controls in the
collection list view.
### Why?
Needed to facilitate import/export plugin.
#### Preview & Testing
Use `pnpm dev admin` to see example component and see test added to
`test/admin/e2e/list-view`.
<img width="1443" alt="Screenshot 2025-02-04 at 4 59 33 PM"
src="https://github.com/user-attachments/assets/dffe3a4b-5370-4004-86e6-23dabccdac52"
/>
---------
Co-authored-by: Dan Ribbens <DanRibbens@users.noreply.github.com>
Thoroughly documents the `admin.preview` feature. Previously, this
information was briefly mentioned in two distinct places, within the
collections config and again within the globals config. This led to
discrepancies over time and was inadequate at describing this feature,
such as having a lack of concrete code examples especially as it relates
to _draft preview_. There has also been confusion between this and Live
Preview.
Now, there is a dedicated page at `/admin/preview` which centralizes
this information into a single document. It also specifically documents
how to achieve _draft preview_ and includes code snippets. This way, we
no longer have to rely solely on the [Draft Preview
Example](https://github.com/payloadcms/payload/tree/main/examples/draft-preview)
for this.
Related: #10798
### What?
This PR fixes many links in the docs as well as a few formatting and
grammar issues.
### Why?
To properly link users to the correct destination in the docs and
present well-formatted docs.
### How?
Changes to a few files in `docs/`
Similar to #10742. Collection and global-level admin options are
currently documented within the "admin > collections" and "admin >
globals" pages, respectively. This makes them hard to find because
users, myself included, intuitively navigate to the collection and
global overview docs to locate this information before realizing it
lives elsewhere. Now, they are rendered within "configuration >
collections" and "configuration > globals" as expected and the old pages
have been removed altogether.
Adds more control over how you can disable GraphQL queries / mutations
for collections and globals.
For example, you might want to disable all GraphQL queries and mutations
for a given collection, but you still have relationship fields that
relate to that collection, therefore depend on the types being
generated.
Now, instead of passing `graphQL: false` (which completely disables
everything, including types, which would break relationship fields) you
can now specify `graphQL.disableQueries: true` and
`graphQL.disableMutations: true`to keep the types, but disable just the
queries / mutations.
Closes#9893
### What?
Adds `defaultPopulate` property to collection config that allows to
specify which fields to select when the collection is populated from
another document.
```ts
import type { CollectionConfig } from 'payload'
// The TSlug generic can be passed to have type safety for `defaultPopulate`.
// If avoided, the `defaultPopulate` type resolves to `SelectType`.
export const Pages: CollectionConfig<'pages'> = {
slug: 'pages',
// I need only slug, NOT the WHOLE CONTENT!
defaultPopulate: {
slug: true,
},
fields: [
{
name: 'slug',
type: 'text',
required: true,
},
],
}
```
### Why?
This is essential for example in case of links. You don't need the whole
document, which can contain large data but only the `slug`.
### How?
Implements `defaultPopulate` when populating relationships, including
inside of lexical / slate rich text fields.
This change adds support for sort with multiple fields in local API and
REST API. Related discussion #2089
Co-authored-by: Dan Ribbens <dan.ribbens@gmail.com>
1
`import type { Field } from 'payload/types'`
to
`import type { Field } from 'payload'`
2
`import { buildConfig } from 'payload/config'`
to
`import { buildConfig } from 'payload'`
3
```
import { SelectInput, useField } from 'payload/components/forms';
import { useAuth } from 'payload/components/utilities';
```
to
`import { SelectInput, useAuth, useField } from '@payloadcms/ui'`
4
uses `import type` for `import type { CollectionConfig } from 'payload'`
## 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
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>
BREAKING CHANGE: collection.admin.hooks.beforeDuplicate removed and instead should be handled using field beforeDuplicate hooks which take the full field hook arguments.
* feat: duplicate doc moved from frontend to backend concern
* feat: default beforeDuplicate hook functions on unique fields
* docs: beforeDuplicate field hook
* test: duplicate doc local api
* chore: fix build errors
* chore: add access.create call to duplicate operation
* chore: perfectionist reorder imports
