## Description
Fixes an issue with creating versions when using custom DB names,
`uuid`, and drafts.
---------
Co-authored-by: PatrikKozak <patrik@payloadcms.com>
When typing into the search input on the list view of a collection, the
`like` operator is used for id which causes an error for postgres. To
fix this we are sanitizing the `like` for number or uuid fields to
instead be an `equals` operator. An alternate solution would have been
to cast the ids to text `id::text` but this would have performence
implications on larger data sets.
---------
Co-authored-by: James <james@trbl.design>
## Description
* The apostrophe character `’` should be used instead of the single
quote `'`
* Gender corrections: "L’adresse e-mail fourni**e**", "Vérification
échoué**e**"
* Lowercase: "Supprimer le **té**léversement"
* Dark and light theme: I think it makes more sense to use "Sombre" and
"Clair" here to identify the theme. Day/Night modes imply a hue/warmth
correction and are different features altogether. Reference:
https://fr.wikipedia.org/wiki/Mode_sombre#Mode_sombre_et_mode_nuit_ou_chaud
* Fix accent: "Mis à jour avec succ**è**s"
* "Bienvenue" I think would be the correct standalone greeting form.
Reference:
https://www.projet-voltaire.fr/question-orthographe/orthographe-bienvenu-bienvenue-chez-moi/
* "Recadrer" is the correct word for "crop". "Récolte" means "crop" in
the sense of "harvest", so this was probably a bad literal Google
Translate that slipped through.
* Correct all "Es-tu sûr ?" to the proper formal "Êtes-vous sûr ?" for
consistency
* Use _article défini_ since we will enumerate the values: "Ce champ
contient **les** sélections invalides suivantes :"
* Space before question marks
---
- [x] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
**BREAKING:**
- The minimum required next version is now 14.3.0-canary.68. This is
because we are migrating away from the deprecated
experimental.serverComponentsExternalPackages next config key to
experimental.serverExternalPackages, which is not available in older
next canaries
- The minimum `react` and `react-dom` versions have been bumped to
^18.2.0 or ^19.0.0. This matches the minimum react version recommended
by next
## Description
Issue with editing and changing the crop or focal point of an image
`fix`: adds optional chaining to safely access cookie header when
fetching image
v2 PR [here](https://github.com/payloadcms/payload/pull/6367)
- [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)
## Checklist:
- [x] Existing test suite passes locally with my changes
## Description
v2 PR [here](https://github.com/payloadcms/payload/pull/6358)
- [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)
## 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
**BREAKING:** This upgrades all lexical packages from 0.14.5 to 0.15.0.
If there are any breaking changes within lexical, this could break your
project if you use lexical APIs directly (e.g. in custom features). We
have not noticed any breaking changes within core. Please consult their
changelog: https://github.com/facebook/lexical/releases/tag/v0.15.0
## Description
Fixes https://github.com/payloadcms/payload-3.0-demo/issues/215
imports like import LogoSVG from '@/components/logo.svg' did not make it
to the TS module resolution, due to the early isClient check.
And the isClient check only uses node module resolution (using
nextResolves) which throws an error here.
This removes module resolution completely, as we "ignore" client files
anyways. Should also help improve performance, and we do not have to
fall back to ts module resolution for client files that way, which would
be unnecessary
## Description
Closes [#117](https://github.com/payloadcms/payload-3.0-demo/issues/177)
- hitting the space key while the `ReactSelect` is in focus crashes the
page.
This PR makes the following changes:
- Multivalue select component updated to only use `id`, drag feature
does not work when using `uuid()`
- Ensures relationship field (multi and single value) can be accessed
via the keyboard
- [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)
## Checklist:
- [X] Existing test suite passes locally with my changes
**Breaking:** The following, exported components now need the `payload` object as a prop rather than the `config` object:
- `RenderCustomComponent` (optional)
- `Logo`
- `DefaultTemplate`
- `DefaultNav`
Breaking Changes:
- Globals config: `admin.description` no longer accepts a custom component. You will have to move it to `admin.components.elements.Description`
- Collections config: `admin.description` no longer accepts a custom component. You will have to move it to `admin.components.edit.Description`
- All Fields: `field.admin.description` no longer accepts a custom component. You will have to move it to `field.admin.components.Description`
- Collapsible Field: `field.label` no longer accepts a custom component. You will have to move it to `field.admin.components.RowLabel`
- Array Field: `field.admin.components.RowLabel` no longer accepts strings or records
- If you are using our exported field components in your own app, their `labelProps` property has been stripped down and no longer contains the `label` and `required` prop. Those can now only be configured at the top-level
**BREAKING:**
- Narrows the type of the `plugins` prop of lexical features. Client props are now also automatically provided to the plugin components. To migrate, type your plugin as either `PluginComponent` or PluginComponentWithAnchor.
- `BlockQuoteFeature` has been renamed to `BlockquoteFeature`
- `createClientComponent` is now exported only from /components
- The `LexicalBlocks` and `FieldWithRichTextRequiredEditor` types have been removed in favor of just `Blocks` & `Fields`, as well as improved validation.
BREAKING:
- The default inline toolbar has now been extracted into an `InlineToolbarFeature`. While it's part of the defaultFeatures, you might have to add it to your editor features if you are not including the defaultFeatures and still want to keep the inline toolbar (floating toolbar)
- Some types have been renamed, e.g. `InlineToolbarGroup` is now `ToolbarGroup`, and `InlineToolbarGroupItem` is now `ToolbarGroupItem`
- The `displayName` property of SlashMenuGroup and SlashMenuItem has been renamed to `label` to match the `label` prop of the toolbars
- The `inlineToolbarFeatureButtonsGroupWithItem`, `inlineToolbarFormatGroupWithItems` and `inlineToolbarTextDropdownGroupWithItems` exports have been renamed to `toolbarTextDropdownGroupWithItems`, `toolbarFormatGroupWithItems`, `toolbarFeatureButtonsGroupWithItems`
BREAKING CHANGE: All plugins have been updated to use named exports and the names have been updated to be consistent.
// before
import { cloudStorage } from '@payloadcms/plugin-cloud-storage'
// current
import { cloudStoragePlugin } from '@payloadcms/plugin-cloud-storage'
//before
import { payloadCloud } from '@payloadcms/plugin-cloud'
// current
import { payloadCloudPlugin } from '@payloadcms/plugin-cloud'
//before
import formBuilder from '@payloadcms/plugin-form-builder'
// current
import { formBuilderPlugin } from '@payloadcms/plugin-form-builder'
//before
import { nestedDocs } from '@payloadcms/plugin-nested-docs'
// current
import { nestedDocsPlugin } from '@payloadcms/plugin-nested-docs'
//before
import { redirects } from '@payloadcms/plugin-redirects'
// current
import { redirectsPlugin } from '@payloadcms/plugin-redirects'
// before
import search from '@payloadcms/plugin-search'
// current
import { searchPlugin } from '@payloadcms/plugin-search'
//before
import { sentry } from '@payloadcms/plugin-sentry'
// current
import { sentryPlugin } from '@payloadcms/plugin-sentry'
// before
import { seo } from '@payloadcms/plugin-seo'
// current
import { seoPlugin } from '@payloadcms/plugin-seo'
**BREAKING:**
If you have own, custom lexical features, there will be a bunch of breaking API changes for you. The saved JSON data is not affected.
- `floatingSelectToolbar` has been changed to `toolbarInline`
- `slashMenu.dynamicOptions `and `slashMenu.options` have been changed to `slashMenu.groups` and `slashMenu.dynamicGroups`
- `toolbarFixed.sections` is now `toolbarFixed.groups`
- Slash menu group `options` and toolbar group `entries` have both been renamed to `items`
- Toolbar group item `onClick` has been renamed to `onSelect` to match slash menu properties
- slashMenu item `onSelect` is no longer auto-wrapped inside an `editor.update`. If you perform editor updates in them, you have to wrap it inside an `editor.update` callback yourself. Within our own features this extra control has removed a good amount of unnecessary, nested `editor.update` calls, which is good
- Slash menu items are no longer initialized using the `new` keyword, as they are now types and no longer classes. You can convert them to an object and add the `key` property as an object property instead of an argument to the previous SlashMenuItem constructor
- CSS classnames for slash menu and toolbars, as well as their items, have changed
- `CheckListFeature` is now exported as and has been renamed to `ChecklistFeature`
For guidance on migration, check out how we migrated our own features in this PR's diff: https://github.com/payloadcms/payload/pull/6191/files
BREAKING: this will now display errors if you're previously had invalid link or upload fields data - for example if you have a required field added to an uploads node and did not provide a value to it every time you've added an upload node
BREAKING: this will now display errors if you're previously had invalid link or upload fields data - for example if you have a required field added to an uploads node and did not provide a value to it every time you've added an upload node
**BREAKING:**
- Drawer fields are no longer wrapped in a `fields` group. This might be breaking if you depend on them being in a field group in any way - potentially if you use custom link fields. This does not change how the data is saved
- If you pass in an array of custom fields to the link feature, those were previously added to the base fields. Now, they completely replace the base fields for consistency. If you want to ADD fields to the base fields now, you will have to pass in a function and spread `defaultFields` - similar to how adding your own features to lexical works
**Example Migration for ADDING fields to the link base fields:**
**Previous:**
```ts
LinkFeature({
fields: [
{
name: 'rel',
label: 'Rel Attribute',
type: 'select',
hasMany: true,
options: ['noopener', 'noreferrer', 'nofollow'],
admin: {
description:
'The rel attribute defines the relationship between a linked resource and the current document. This is a custom link field.',
},
},
],
}),
```
**Now:**
```ts
LinkFeature({
fields: ({ defaultFields }) => [
...defaultFields,
{
name: 'rel',
label: 'Rel Attribute',
type: 'select',
hasMany: true,
options: ['noopener', 'noreferrer', 'nofollow'],
admin: {
description:
'The rel attribute defines the relationship between a linked resource and the current document. This is a custom link field.',
},
},
],
}),
BREAKING:
- Lexical may introduce breaking changes in their updates. Please consult their changelog. One breaking change I noticed is that the SerializedParagraphNode now has a new, required textFormat property.
- Now that lexical supports ESM, all CJS-style imports have been changed to ESM-style imports. You may have to do the same in your codebase if you import from lexical core packages
BREAKING:
- Unpopulated lexical relationship, link and upload nodes now save the relationTo document ID under value instead of value.id. This matches the behavior of core relationship fields. This changes the shape of the saved JSON data
- Any custom features which add their own population promises need to be reworked. populationPromises no longer accepts the promises as a return value. Instead, it expects you to mutate the promises array which is passed through, which mimics the way it works in core
* fix: handles filter options in form state merge
* chore: fix and reintegrate fields-relationship e2e tests
* chore: update withMergedProps function for e2e tests
* chore: improve flakiness with access control test suite
* fix issue with redirecting from a drawer
* chore: watches for created id in drawers
---------
Co-authored-by: James <james@trbl.design>
* moved refresh permissions test suite to access control
* support for custom Save, SaveDraft and Publish buttons in admin config for collections and globals
* moved navigation content to client side so that permissions can be refreshed from active state
* test: passing point fields test suite
* chore: removes waits from point fields test suite
* chore: removes unnecessary waits in dates field test suite
* chore: removes waits entirely from dates tests
* chore: adds translates function for longitude/latitude
* chore: renames coordinate function and conditionally renders hypen in the function
* test: passing collapsible fields test suite
* chore: passes indexPath into ArrayRow & updates path in collapsible field
* fix: collapsible paths and indexPath prop types
* chore: improves path and schemaPath syntax
* leftover
* chore: updates selectors in collapsibles tests
* chore: updates selector in live-preview test suite
---------
Co-authored-by: Jacob Fletcher <jacobsfletch@gmail.com>
* fix: only execute onChange if form modified
* fix: move document loading logic from RSC to DocumentInfoProvider
* fix: make it work for globals
* chore: remove unnecessary diffs
---------
Co-authored-by: Jarrod Flesch <jarrodmflesch@gmail.com>
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
* chore: attach mongoMemoryServer to db and destroy in tests
* bump mongodb-memory-server to 9.x
---------
Co-authored-by: Paul Popus <paul@nouance.io>
* fix: cannot get versions view for globals, return Unauthorized view if you are unauthorized instead of the Not Found view for document edit views. This makes it match the API
* chore: ensure there is always an error view to render if needed
* working playwright
* chore: use zipped, local build of playwright instead of patching it
* chore: remove bloat
* chore: get playwright and lexical to work by fixing imports from cjs modules
* chore: explores pattern for rscs in lexical
* WORKING!!!!!!
* fix(richtext-slate): field map path
* Working Link Drawer
* fix issues after merge
* AlignFeature
* Fix AlignFeature
---------
Co-authored-by: James <james@trbl.design>
* wip moves payload, user and data into partial req
* chore: adjust req type
* chore(next): installs sass and resolves type errors
* feat: working login route/view
* fix: me route
* chore(next): scaffolds access routes (#4562)
* chore(next): scaffolds admin layout and dashboard view (#4566)
* chore(next): builds initPage utility (#4589)
* feat(3.0): next route handlers (#4590)
* chore: removes old files
* chore(next): ssr list view (#4594)
* chore: removes old files
* chore: adjusts graphql file imports to align with new operation exports
* chore: allows for custom endpoints
* chore: cleanup
* chore(next): ssr edit view (#4614)
* chore(ui): ssr main nav (#4619)
* chore(next): ssr account view (#4620)
* chore(next): ssr auth views and document create (#4631)
* chore(next): ssr globals view (#4640)
* chore(next): scaffolds document layout (#4644)
* chore(next): ssr versions view (#4645)
* chore(next): ssr field conditions (#4675)
* chore(next): ssr field validations (#4700)
* chore(next): moves dashboard view into next dir
* chore(next): moves account view into next dir
* chore(next): moves global edit view into next dir
* chore(next): returns isolated configs and locale from initPage
* chore(next): ssr api view (#4721)
* feat: adds i18n functionality within Rest API, Local and Client contexts (#4749)
* chore: separate client translation groups with empty line
* chore: add missing translation used in db adapters
* chore: simplify next/routes export and import paths
* chore: renames PayloadT to Payload
* chore(next): custom views (#4748)
* chore: fix translation tsconfig
* chore: adjust other package ts-configs that rely on translations
* chore(next): installs @payloadcms/ui as direct dependency
* chore(next): progress to build
* chore(next): migrates types (#4792)
* fixes acccept-language detection
* chore(next): moves remaining components out from payload core (#4794)
* chore(deps): removes all unused dependencies from payload core (#4797)
* chore(next): achieves buildable state (#4803)
* adds Translation component and removes more react-i18next
* fixes up remaining translation strings
* fixes a few i18n TODO's
* chore: remaining translation strings without colons
* chore: adds missing ja translations
* chore(next): ssr group field (#4830)
* chore: removes placeholder t function
* chore: removes old file
* chore(bundler-webpack): removes webpack bundler
* chore(bundler-vite): removes vite bundler
* chore(next): ssr tabs field (#4863)
* chore(next): ssr row field
* chore(next): ssr textarea field
* chore(next): wires server action into document edit view (#4873)
* chore(next): conditional logic (#4880)
* chore(next): ssr radio, point, code, json, ui, and hidden fields (#4891)
* chore(next): ssr collapsible field (#4894)
* chore: remove findByID from req
* chore: adjusts file property on request type
* comment clarification
* chore: wires up busboy with Requst readstream
* chore: ports over express-fileupload into a NextJS compatible format
* chore: adjust upload file structure
* chore: adds try/catch around routes, corrects a few route responses
* chore: renames file/function
* chore: improve req type safety in local operations, misc req.files replacements
* chore: misc type and fn export changes
* chore: ensures root routes take pass unmodified request to root routes
* chore: improve types
* chore: consolidates locale api req initialization (#4922)
* chore(next): overhauls field rendering strategy (#4924)
* chore(next): ssr array field (#4937)
* chore(next): ssr blocks field (#4942)
* chore(next): ssr upload field and document drawer (#4957)
* chore(next): wires form submissions (#4982)
* chore: api handler adjustments
* feat: adds graphql playground handler
* adds credentials include setting to playground
* remove old playground init, stub graphql handler location
* fix: allow for null fallbackLocale
* fix: correctly prioritize locales passed as null
* chore: move all graphql code into next package
* graphql changes
* chore: semi working version of graphql http layer
* gql fix attempts
* rm console log
* chore: partial gql changes
* chore: adds gql and gql-http back into payload
* chore: removes collection from req
* chore: separates graphql package out for schema generation
* chore: dep cleanup
* chore: move graphql handlers
* chore: removes unused deps
* chore(next): ssr list view (#5032)
* chore: refactor response handler order for custom endpoints
* chore: add back in condition for collection GET path with 2 slugs
* chore: rm optional chain
* chore: import sort route file
* chore: allows custom endpoints to attempt before erroring
* feat: adds memoization to translation functions (#5036)
* chore: fix APIError import
* chore: return attemptCustomEndpointBeforeError responses
* chore(next): properly instantiates table columns
* fix(next): attaches params to req and properly assigns prefs key (#5042)
* chore: reorganize next route order
* chore(next): adds RouteError handler to next routes
* chore: builds payload successfully
* chore: misc file omissions
* fix(ui): maintains proper column order
* fix(ui): ensures first cell is a link
* fix(next): properly copies url object in createPayloadRequest (#5064)
* fix(ui): bumps react-toastify to v10.0.4 to fix hydration warnings
* feat: add route for static file GET requests (#5065)
* chore(next): allows resolved config promise to be thread through initPage (#5071)
* chore(ui): conditionally renders field label from props
* feat(next): next install script
* chore: pass config to route handlers
* feat: initial test suite framework (#4929)
* chore(next): renderable account, api, and create first user views (#5084)
* fix(next): properly parses search params in find, update, and delete handlers (#5088)
* chore(next): ssr versions view (#5085)
* chore: adds homepage for scss testing
* chore: moves dev folder to top, establishes new test pattern
* chore: working turbopack
* chore: sets up working dynamic payload-config imports
* remove unused code
* chore: rm console log
* misc
* feat: correctly subs out ability to boot REST API within same process
* chore: WIP dev suites
* chore: removes need for REST_API folder in test dir
* removes duplicate bootAdminPanel fn
* misc
* specify default export
* chore: sets up jest to work with next/jest
* chore: progress to mongodb and sharp builds
* chore: passing community tests
* chore: sorta workin
* chore: adjust payload-config import
* chore: adds rest client for Next handlers
* chore: removes test garb
* chore: restores payload-config tsconfig path temporarily
* chore: establishes pattern for memory db during tests
* chore: bumps mongoose to 7
* chore(next): 404s on nested create urls
* chore: functional _community e2e
* chore: increases e2e expect timeout
* fix(next): sanitizes locale toString from client config
* chore: type fixes
* chore: pulls mongodb from main
* chore: uses graphql to log user in
* feat: passing auth test suite
* chore(ui): threads params through context and conditionally renders document tabs (#5094)
* feat(ui): adds params context (#5095)
* chore: removes unecessary memory allocation for urlPropertiesObject object
* chore: passing graphql test suite
* chore: removes references to bson
* chore: re-enables mongodb memory server for auth test suite
* chore: replace bson with bson-objectid
* feat: passing collections-rest int suite
* chore: fixes bad imports
* chore: more passing int suites
* feat: passing globals int tests
* feat: passing hooks int test suite
* chore: remove last express file
* chore: start live-preview int test migration
* chore: passing localization int tests
* passing relationships int tests
* chore: partial passing upload int tests
* chore: fixes scss imports
* chore(ui): renders document info provider at root (#5106)
* chore: adds schema path to useFieldPath provider, more passing tests
* chore: begins work to optimize translation imports
* chore: add translations to ui ts-config references
* chore: add exports folder to package json exports
* chore: adds readme how-to-use instructions
* chore: attempts refactor of translation imports
* chore: adds authentication:account translation key to server keys
* chore: finishes translation optimization
* chore: ignores warnings from mongodb
* chore(ui): renders live document title (#5115)
* chore(ui): ssr document tabs (#5116)
* chore: handles redirecting from login
* chore: handle redirect with no searchParams
* chore: handle missing segments
* chore(next): migrates server action into standalone api endpoint (#5122)
* chore: adjust dashboard colection segments
* test: update e2e suites
* fix(ui): prevents unnecessary calls to form state
* chore: fix finding global config fields from schema path
* fix(next): executes root POST endpoints
* chore(ui): ignores values returned by form state polling
* chore: scaffolds ssr rte
* chore: renders client leaves
* chore: server-side rendered rich text elements
* chore: defines ClientFunction pattern
* chore(ui): migrates relationship field
* chore: adds translations, cleans up slate
* chore: functional slate link
* chore: slate upload ssr
* chore: relationship slate ssr
* chore: remaining slate ssr
* chore: fixes circular workspace dep
* chore: correct broken int test import paths
* chore: remove media files from root
* chore: server renders custom edit view
* fix(ui): resolves infinite loading in versions view
* fix(next): resolves global edit view lookup
* chore: payload builds
* chore: delete unused files
* chore: removes local property from payload
* chore: adds mongodb as dev dep in db-mongodb package
* chore: hide deprecation warnings for tempfile and jest-environment-jsdom
* chore: remove all translations from translations dist
* chore: clean ts-config files
* chore: simple type fixes
* chore(ui): server renders custom list view
* chore: fix next config payload-config alias
* chore: adds turbo alias paths
* chore: adjusts translation generation
* chore: improve auth function
* chore: eslint config for packages/ui
* chore(ui): exports FormState
* chore(next): migrates account view to latest patterns
* chore: disable barbie mode
* chore(ui): lints
* chore(next): lints
* chore: for alexical
* chore: custom handler type signature adjustment
* fix: non-boolean condition result causes infinite looping (#4579)
* chore(richtext-lexical): upgrade lexical from v0.12.5 to v0.12.6 (#4732)
* chore(richtext-lexical): upgrade all lexical packages from 0.12.5 to 0.12.6
* fix(richtext-lexical): fix TypeScript errors
* fix indenting
* feat(richtext-lexical): Blocks: generate type definitions for blocks fields (#4529)
* feat(richtext-lexical)!: Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground (#5066)
* feat(richtext-lexical): Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground
* chore: upgrade lexical version used in monorepo
* chore: remove the 3
* chore: upgrade nodemon versions (#5059)
* feat: add more options to addFieldStatePromise so that it can be used for field flattening (#4799)
* feat(plugin-seo)!: remove support for payload <2.7.0 (#4765)
* chore(plugin-seo): remove test script from package.json (#4762)
* chore: upgrade @types/nodemailer from v6.4.8 to v6.4.14 (#4733)
* chore: revert auth and initPage changes
* chore(next): moves edit and list views (#5170)
* fix: "The punycode module is deprecated" warning by updating nodemailer
* chore: adjust translations tsconfig paths in root
* chore: fix merge build
---------
Co-authored-by: Jarrod Flesch <jarrodmflesch@gmail.com>
Co-authored-by: Jacob Fletcher <jacobsfletch@gmail.com>
Co-authored-by: Jarrod Flesch <30633324+JarrodMFlesch@users.noreply.github.com>
Co-authored-by: Elliot DeNolf <denolfe@gmail.com>
Co-authored-by: James <james@trbl.design>
Co-authored-by: Alessio Gravili <alessio@gravili.de>
Co-authored-by: Alessio Gravili <70709113+AlessioGr@users.noreply.github.com>
* feat(richtext-lexical): Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground
* chore: upgrade lexical version used in monorepo
BREAKING: An unpopulated, internal link node no longer saves the doc id under fields.doc.value.id. Now, it saves it under fields.doc.value.
Migration inside of payload is automatic. If you are reading from the link node inside of your frontend, though, you will have to adjust it.
The version property of the link and autoLink node has been changed from 1 to 2.
* fix(richtext-lexical): Link: allow phone numbers as URLs starting with tel:+
* feat(richtext-lexical): Link Feature: immediately validate URL field in drawer form
* Remove console log
* feat(richtext-lexical): ability to configure link feature enabled relations on a field-level
* feat(richtext-lexical): ability to configure Relationship feature enabled relations on a field-level
* chore(richtext-lexical): Improve Link feature props typing
* chore(richtext-lexical): Improve Link and Relationship feature props typing
* fix(richtext-lexical): Link drawer types
* chore: merge conflict resolve
* chore(richtext-lexical): Link Feature: add comments that explain how getBaseFields works
* chore(richtext-lexical): lazy import all React things
* chore(richtext-lexical): use useMemo for lazy-loaded React Components to prevent lag and flashes when parent component re-renders
* chore: make exportPointerFiles.ts script usable for other packages as well by hoisting it up to the workspace root and making it configurable
* chore(richtext-lexical): make sure no client-side code is imported by default from Features
* chore(richtext-lexical): remove unnecessary scss files
* chore(richtext-lexical): adjust package.json exports
* chore(richtext-*): lazy-import Field & Cell Components, move Client-only exports to /components subpath export
* chore(richtext-lexical): make sure nothing client-side is directly exported from the / subpath export anymore
* add missing imports
* chore: remove breaking changes for Slate
* LazyCellComponent & LazyFieldComponent
* chore(richtext-lexical): Add int test which reproduces the issue
* chore: Remove unnecessary await in core afterRead promise
* fix(richtext-lexical): re-use recurseNestedFields from payload instead of using own recurseNestedFields
* chore(richtext-lexical): pass in missing properties which are available in the core afterRead hook
* chore: remove unnecessary block
* chore(richtext-lexical): Add a hint that the slash menu exists to the user
* Update LexicalEditor.tsx
---------
Co-authored-by: Alessio Gravili <70709113+AlessioGr@users.noreply.github.com>
* fix(richtext-lexical): make sure block fields are wrapped in a uniquely-named group
* chore: remove redundant hook
* chore(richtext-lexical): attempt to fix unnecessary unsaved changes warning regression
* cleanup everything
* chore: more cleanup
* debug
* looks like properly cloning the formdata for setting initial state fixes the issue where the old formdata is updated even if node.setFields is not called
* chore: fix e2e tests
* chore: fix e2e tests (a selector has changed)
* chore: fix int tests (due to new blocks data format)
* chore: fix incorrect insert block commands in drawer
* chore: add new e2e test
* chore: fail e2e tests when there are browser console errors
* fix(breaking): beforeInput and afterInput: fix missing key errors, consistent typing and cases in name
* chore: new lexical int tests and working test structure
* chore: more int tests, and better lexical collection structure
* fix(richtext-lexical): Blocks: unnecessary saving node value when initially opening a document
* feat(richtext-lexical): 'bottom' position value for plugins
* feat: TestRecorderFeature
* chore: restructuring to seed and clear db before each test
* chore: make sure all tests pass
* chore: make sure indexes are created in seed.ts - this fixes one erroring test
* chore: speed up test runs through db snapshots
* chore: support drizzle when resetting db
* chore: simplify seeding process, by moving boilerplate db reset / snapshot logic into a wrapper function
* chore: add new seeding process to admin test suite
* chore(deps): upgrade jest and playwright
* chore: make sure mongoose-specific tests are not skipped
* chore: fix point test, which was depending on another test (that's bad!)
* chore: fix incorrect import
* chore: remove unnecessary comments
* chore: clearly label lexicalE2E test file as todo
* chore: simplify seed logic
* chore: move versions test suite to new seed system
Fixes#3904
* fix(db-mongodb): improve find query performance
* fix: add optimization to other operations which use pagination: findGlobalVersions, findVersions, queryDrafts
* fix: index createdAt field by default
* feat(live-preview): another oen
* wip: changelog script
* wippppp
* chore: this worked
* wip: changelog working
* chore(script): working changelog gen
* chore(script): update changelog during release
* chore(richtext-lexical): add jsdocs for afterReadPromise in GraphQL
* feat(richtext-lexical): HTML Serializer
* chore(richtext-lexical): adjust comment
* chore(richtext-lexical): change the way the html serializer works
* chore: working html converter field, improve various exports
* feat: link and heading html serializers
* fix: populationPromises not being added properly
* feat: allow html serializers to be async
* feat: upload html serializer
* feat: text format => html
* feat: lists => html
* feat: Quote => html
* chore: improve Checklist => html conversion, by passing in the full parent to converters
* feat: pass collection, global and field props to collection, global and field hooks - where applicable
* fix: initial request context not set for all operations
* chore: add tests which check the collection prop for collection hooks
* feat: add context to props of global hooks
* chore: add global tests for global and field props
* chore: int tests: use JSON instead of object hashes
* Fix generate:types bug #3697
generateEntityDeclarations function creates mismatched type names. We'll simply use the existing Config type instead.
* code cleanup
* fix(bundler-webpack): better node_modules resolution
* chore: see if retries are affecting new webpack changes
* chore: reinstate retries
This reverts commit 96989295ba.
* chore: default to process.cwd() if cannot find node_modules path
Specified that you don't need to provide any credentials when using a correct IAM Role. IAM Roles are recommended by AWS over direct credentials due to superior security.
without default value, it gives error in payload admin page (in console of browser)
caught SyntaxError: "undefined" is not valid JSON
at JSON.parse (<anonymous>)
at ./src/payload.config.ts
as envs are not availabe in payload admin GCS_CREDENTIALS gives undefined
resulting JSON.parse(undefined) raises this error
description:Please add a link to a reproduction. See the fork [reproduction-guide](https://github.com/payloadcms/payload/blob/main/.github/reproduction-guide.md) for more information.
description:Want us to look into your issue faster? Follow the [reproduction-guide](https://github.com/payloadcms/payload/blob/main/.github/reproduction-guide.md) for more information.
validations:
required:false
- type:textarea
attributes:
label:Describe the Bug
validations:
required:true
- type:textarea
@@ -19,11 +24,6 @@ body:
description:Steps to reproduce the behavior, please provide a clear description of how to reproduce the issue, based on the linked minimal reproduction. Screenshots can be provided in the issue body below. If using code blocks, make sure that [syntax highlighting is correct](https://docs.github.com/en/get-started/writing-on-github/working-with-advanced-formatting/creating-and-highlighting-code-blocks#syntax-highlighting) and double check that the rendered preview is not broken.
1. [fork](https://github.com/payloadcms/payload/fork) this repo
2.run `yarn` to install dependencies
3.open up the `test/_community` directory
4.add any necessary `collections/globals/fields` in this directory to recreate the issue you are experiencing
5.run `yarn dev _community` to start the admin panel
1. [Fork](https://github.com/payloadcms/payload/fork) this repo
2.Optionally, create a new branch for your reproduction
3.Run `pnpm install` to install dependencies
4.Open up the `test/_community` directory
5.Add any necessary `collections/globals/fields` in this directory to recreate the issue you are experiencing
6. Run `pnpm dev _community` to start the admin panel
**NOTE:** The goal is to isolate the problem by reducing the number of `collections/globals/fields` you add to the `test/_community` folder. This folder is _not_ meant for you to copy your project into, but rather recreate the issue you are experiencing with minimal config.
@@ -21,7 +22,7 @@
-`config.ts` - This is the _granular_ Payload config for testing. It should be as lightweight as possible. Reference existing configs for an example
-`int.spec.ts` [Optional] - This is the test file run by jest. Any test file must have a `*int.spec.ts` suffix.
-`e2e.spec.ts` [Optional] - This is the end-to-end test file that will load up the admin UI using the above config and run Playwright tests.
-`payload-types.ts` - Generated types from `config.ts`. Generate this file by running `yarn dev:generate-types _community`.
-`payload-types.ts` - Generated types from `config.ts`. Generate this file by running `pnpm dev:generate-types _community`.
The directory split up in this way specifically to reduce friction when creating tests and to add the ability to boot up Payload with that specific config. You should modify the files in `test/_community` to get started.
@@ -44,7 +45,7 @@ There are a couple ways run integration tests:
- **Manually** - you can run all int tests in the `/test/_community/int.spec.ts` file by running the following command:
```bash
yarn test:int _community
pnpm test:int _community
```
### Running E2E tests (Admin Panel UI tests)
@@ -60,4 +61,4 @@ Once they are installed you can open the `testing` tab in vscode sidebar and dri
#### Notes
- It is recommended to add the test credentials (located in `test/credentials.ts`) to your autofill for `localhost:3000/admin` as this will be required on every nodemon restart. The default credentials are `dev@payloadcms.com` as email and `test` as password.
The default credentials are `dev@payloadcms.com` as email and `test` as password. They can be found in `test/credentials.ts`. By default, these will be autofilled, so no log-in is required.
<configurationdefault="false"name="Run Dev Fields"type="NodeJSConfigurationType"application-parameters="--no-deprecation fields"path-to-js-file="test/dev.js"working-dir="$PROJECT_DIR$">
<configurationdefault="false"name="Run Dev _community"type="NodeJSConfigurationType"application-parameters="--no-deprecation _community"path-to-js-file="test/dev.js"working-dir="$PROJECT_DIR$">
* **db-postgres:** configurable custom schema to use ([#5047](https://github.com/payloadcms/payload/issues/5047)) ([e8f2ca4](https://github.com/payloadcms/payload/commit/e8f2ca484ee56cd7767d5111e46ebd24752ff8de))
### Bug Fixes
* Add Context Provider in EditMany Component ([#5005](https://github.com/payloadcms/payload/issues/5005)) ([70e57fe](https://github.com/payloadcms/payload/commit/70e57fef184f7fcf56344ea755465f246f2253a5))
* **db-mongodb:** unique sparse for not required fields ([#5114](https://github.com/payloadcms/payload/issues/5114)) ([815bdfa](https://github.com/payloadcms/payload/commit/815bdfac0b0afbff2a20e54d5aee64b90f6b3a77))
* **db-postgres:** set _parentID for array nested localized fields ([#5117](https://github.com/payloadcms/payload/issues/5117)) ([ceca5c4](https://github.com/payloadcms/payload/commit/ceca5c4e97f53f1346797a31b6abfc0375e98215))
* disabling API Key does not remove the key ([#5145](https://github.com/payloadcms/payload/issues/5145)) ([7a7f0ed](https://github.com/payloadcms/payload/commit/7a7f0ed7e8132253be607c111c160163b84bd770))
* handle thrown errors in config-level afterError hook ([#5147](https://github.com/payloadcms/payload/issues/5147)) ([32ed95e](https://github.com/payloadcms/payload/commit/32ed95e1ee87409db234f1b7bd6d2e462fd9ed5d))
* only replace the drawer content with full edit component if it exists ([#5144](https://github.com/payloadcms/payload/issues/5144)) ([0a07f60](https://github.com/payloadcms/payload/commit/0a07f607b9fb1217ad956cd05b2a84a4042a19ca))
* transaction error from access endpoint ([#5156](https://github.com/payloadcms/payload/issues/5156)) ([ad42d54](https://github.com/payloadcms/payload/commit/ad42d541b342ed56463b81cee6d6307df6f06d7f))
* **db-postgres:** adds idType to use uuid or serial id columns ([#3864](https://github.com/payloadcms/payload/issues/3864)) ([d6c2578](https://github.com/payloadcms/payload/commit/d6c25783cfa97983bf9db27ceb5ccd39a62c62f1))
* **db-postgres:** reconnect after disconnection from database ([#5086](https://github.com/payloadcms/payload/issues/5086)) ([bf942fd](https://github.com/payloadcms/payload/commit/bf942fdfa6ea9c26cf05295cc9db646bf31fa622))
* **plugin-search:** add req to beforeSync args for transactions ([#5068](https://github.com/payloadcms/payload/issues/5068)) ([98b87e2](https://github.com/payloadcms/payload/commit/98b87e22782c0a788f79326f22be05a6b176ad74))
* **richtext-lexical:** add justify aligment to AlignFeature ([#4035](https://github.com/payloadcms/payload/issues/4035)) ([#4868](https://github.com/payloadcms/payload/issues/4868)) ([6d6823c](https://github.com/payloadcms/payload/commit/6d6823c3e5609a58eeeeb8d043945a762f9463df))
* **richtext-lexical:** AddBlock handle for all nodes, even if they aren't empty paragraphs ([#5063](https://github.com/payloadcms/payload/issues/5063)) ([00fc034](https://github.com/payloadcms/payload/commit/00fc0343dabf184d5bab418d47c403b3ad11698f))
* **richtext-lexical:** Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground ([#5066](https://github.com/payloadcms/payload/issues/5066)) ([0d18822](https://github.com/payloadcms/payload/commit/0d18822062275c1826c8e2c3da2571a2b3483310))
* **db-postgres:** query using blockType ([#5044](https://github.com/payloadcms/payload/issues/5044)) ([35c2a08](https://github.com/payloadcms/payload/commit/35c2a085efa6d5ad59779960874bc9728a17e3a0))
* filterOptions errors cause transaction to abort ([#5079](https://github.com/payloadcms/payload/issues/5079)) ([5f3d016](https://github.com/payloadcms/payload/commit/5f3d0169bee21e1c0963dbd7ede9fe5f1c46a5a5))
* **plugin-form-builder:** hooks do not respect transactions ([#5069](https://github.com/payloadcms/payload/issues/5069)) ([82e9d31](https://github.com/payloadcms/payload/commit/82e9d31127c8df83c5bed92a5ffdab76d331900f))
* **richtext-lexical:** do not remove adjacent paragraph node when inserting certain nodes in empty editor ([#5061](https://github.com/payloadcms/payload/issues/5061)) ([6323965](https://github.com/payloadcms/payload/commit/6323965c652ea68dffeb716957b124d165b9ce96))
* **uploads:** account for serverURL when retrieving external file ([#5102](https://github.com/payloadcms/payload/issues/5102)) ([25cee8b](https://github.com/payloadcms/payload/commit/25cee8bb102bf80b3a4bfb4b4e46712722cc7f0d))
* **richtext-lexical:** Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground (#5066)
- You HAVE to make sure that any versions of the lexical packages (IF you have any installed) match the lexical version which richtext-lexical uses: v0.13.1. If you do not do this, you may be plagued by React useContext / "cannot find active editor state" errors
- Updates to lexical's API, e.g. the removal of INTERNAL_isPointSelection, could be breaking depending on your code. Please consult the [lexical changelog](https://github.com/facebook/lexical/blob/main/CHANGELOG.md).
* exposes collapsible provider with more functionality ([#5043](https://github.com/payloadcms/payload/issues/5043)) ([df39602](https://github.com/payloadcms/payload/commit/df39602758ae8dc3765bb48e51f7a657babfa559))
* **db-mongodb:** handle null values with exists ([#5037](https://github.com/payloadcms/payload/issues/5037)) ([cdc4cb9](https://github.com/payloadcms/payload/commit/cdc4cb971b9180ba2ed09741f5af1a3c18292828))
* **db-postgres:** handle nested docs with drafts ([#5012](https://github.com/payloadcms/payload/issues/5012)) ([da184d4](https://github.com/payloadcms/payload/commit/da184d40ece74bffb224002eb5df8f6987d65043))
* ensures docs with the same id are shown in relationship field select ([#4859](https://github.com/payloadcms/payload/issues/4859)) ([e1813fb](https://github.com/payloadcms/payload/commit/e1813fb884e0dc84203fcbab87527a99a4d3a5d7))
* query relationships by explicit id field ([#5022](https://github.com/payloadcms/payload/issues/5022)) ([a0a58e7](https://github.com/payloadcms/payload/commit/a0a58e7fd20dff54d210c968f4d5defd67441bdd))
* **richtext-lexical:** make editor reactive to initialValue changes ([#5010](https://github.com/payloadcms/payload/issues/5010)) ([2315781](https://github.com/payloadcms/payload/commit/2315781f1891ddde4b4c5f2f0cfa1c17af85b7a9))
* add more options to addFieldStatePromise so that it can be used for field flattening ([#4799](https://github.com/payloadcms/payload/issues/4799)) ([8725d41](https://github.com/payloadcms/payload/commit/8725d411645bb0270376e235669f46be2227ecc0))
* extend transactions to cover after and beforeOperation hooks ([#4960](https://github.com/payloadcms/payload/issues/4960)) ([1e8a6b7](https://github.com/payloadcms/payload/commit/1e8a6b7899f7b1e6451cc4d777602208478b483c))
* previousValue and previousSiblingDoc args added to beforeChange field hooks ([#4958](https://github.com/payloadcms/payload/issues/4958)) ([5d934ba](https://github.com/payloadcms/payload/commit/5d934ba02d07d98f781ce983228858ee5ce5c226))
* re-use existing logger instance passed to payload.init ([#3124](https://github.com/payloadcms/payload/issues/3124)) ([471d211](https://github.com/payloadcms/payload/commit/471d2113a790dc0d54b2f8ed84e6899310efd600))
* **richtext-lexical:** Blocks: generate type definitions for blocks fields ([#4529](https://github.com/payloadcms/payload/issues/4529)) ([90d7ee3](https://github.com/payloadcms/payload/commit/90d7ee3e6535d51290fc734b284ff3811dbda1f8))
* use deletion success message from server if provided ([#4966](https://github.com/payloadcms/payload/issues/4966)) ([e3c8105](https://github.com/payloadcms/payload/commit/e3c8105cc2ed6fdf8007d97cd7b5556fc71ed724))
### Bug Fixes
* **db-postgres:** filtering relationships with drafts enabled ([#4998](https://github.com/payloadcms/payload/issues/4998)) ([c3a3942](https://github.com/payloadcms/payload/commit/c3a39429697e9d335e9be199e7caafb82eb26219))
* **db-postgres:** handle schema changes with supabase ([#4968](https://github.com/payloadcms/payload/issues/4968)) ([5d3659d](https://github.com/payloadcms/payload/commit/5d3659d48ad8bbf5d96fbcd80434d2287cab97e0))
* **db-postgres:** indexes not created for non unique field names ([#4967](https://github.com/payloadcms/payload/issues/4967)) ([64f705c](https://github.com/payloadcms/payload/commit/64f705c3c94148972f67e8175e718015760d6430))
* **db-postgres:** indexes not creating for relationships, arrays, hasmany and blocks ([#4976](https://github.com/payloadcms/payload/issues/4976)) ([47106d5](https://github.com/payloadcms/payload/commit/47106d5a1af2ebd073fbbc6e474174c3d3835e5c))
* **db-postgres:** localized field sort count ([#4997](https://github.com/payloadcms/payload/issues/4997)) ([f3876c2](https://github.com/payloadcms/payload/commit/f3876c2a39efe19a1864213306725aadcc14f130))
* ensures docPermissions fallback to collection permissions on create ([#4969](https://github.com/payloadcms/payload/issues/4969)) ([afa2b94](https://github.com/payloadcms/payload/commit/afa2b942e0aad90c55744ae13e0ffe1cefa4585d))
* **migrations:** safely create migration file when no name passed ([#4995](https://github.com/payloadcms/payload/issues/4995)) ([0740d50](https://github.com/payloadcms/payload/commit/0740d5095ee1aef13e4e37f6b174d529f0f2d993))
* **plugin-seo:** tabbedUI with email field causes duplicate field ([#4944](https://github.com/payloadcms/payload/issues/4944)) ([db22cbd](https://github.com/payloadcms/payload/commit/db22cbdf21a39ed0604ab96c57ca4242eac82ce7))
* migrate down missing filter for latest batch ([#4860](https://github.com/payloadcms/payload/issues/4860)) ([b99d24f](https://github.com/payloadcms/payload/commit/b99d24fcfa698c493ea01c41621201abe18fabe3))
* **plugin-cloud-storage:** slow get file performance large collections ([#4927](https://github.com/payloadcms/payload/issues/4927)) ([f73d503](https://github.com/payloadcms/payload/commit/f73d503fecdfa5cefdc26ab9aad60b00563f881e))
* remove No Options dropdown from hasMany fields ([#4899](https://github.com/payloadcms/payload/issues/4899)) ([e5a7907](https://github.com/payloadcms/payload/commit/e5a7907a72c1371447ac2f71fce213ed22246092))
* upload input drawer does not show draft versions ([#4903](https://github.com/payloadcms/payload/issues/4903)) ([6930c4e](https://github.com/payloadcms/payload/commit/6930c4e9f2200853121391ad8f8df48ea66c40a4))
* **db-postgres:** Remove duplicate keys from response ([#4747](https://github.com/payloadcms/payload/issues/4747)) ([eb9e771](https://github.com/payloadcms/payload/commit/eb9e771a9ca03636486d36654f215b73435574cb))
* **db-postgres:** validateExistingBlockIsIdentical with arrays ([3b88adc](https://github.com/payloadcms/payload/commit/3b88adc7d0594af63ce190c40c9ee3905df67a31))
* **db-postgres:** validateExistingBlockIsIdentical with other tables ([0647c87](https://github.com/payloadcms/payload/commit/0647c870f15dc1b122734b678c2abeb6f56377d4))
* **plugin-seo:** fix missing spread operator in URL generator function ([#4723](https://github.com/payloadcms/payload/pull/4723))
* removes max-width from field-types class & correctly sets it on uploads ([#4829](https://github.com/payloadcms/payload/issues/4829)) ([ee5390a](https://github.com/payloadcms/payload/commit/ee5390aaca37a4154cde8392b60f091ec3e5175c))
* corrects config usage in build bin script ([#4796](https://github.com/payloadcms/payload/issues/4796)) ([775502b](https://github.com/payloadcms/payload/commit/775502b1616c1bd35a3044438e253a0e84219f99))
* allow custom config properties in blocks ([#4766](https://github.com/payloadcms/payload/issues/4766)) ([d92af29](https://github.com/payloadcms/payload/commit/d92af295ebe253160ac4c8fb788a1fb143ab85ae))
* **logger:** show local time ([#4663](https://github.com/payloadcms/payload/issues/4663)) ([493fde5](https://github.com/payloadcms/payload/commit/493fde5ccceb9a95d0b950a028a1d2f8888b4e64))
* **plugin-cloud:** use resend smtp instead of custom transport ([#4746](https://github.com/payloadcms/payload/issues/4746)) ([5cfde54](https://github.com/payloadcms/payload/commit/5cfde542b19988985746e220829d429a84ba3976))
* **plugin-seo:** remove support for payload <2.7.0 ([#4765](https://github.com/payloadcms/payload/issues/4765)) ([5e08368](https://github.com/payloadcms/payload/commit/5e083689d016fbff6c83419336e920f248932993))
### Bug Fixes
* allow a custom ID field to be nested inside unnamed tabs and rows ([#4701](https://github.com/payloadcms/payload/issues/4701)) ([6d5ac1d](https://github.com/payloadcms/payload/commit/6d5ac1de1ef55c4d51b253b4cf959bb703316c49))
* build payload without initializing ([#4028](https://github.com/payloadcms/payload/issues/4028)) ([1115387](https://github.com/payloadcms/payload/commit/11153877447af68389dde80fff2f9ee869468acb))
* passes `draft=true` in fetch for relationships ([#4784](https://github.com/payloadcms/payload/issues/4784)) ([0a259d2](https://github.com/payloadcms/payload/commit/0a259d27b5ef0d632ca54cd0a9ab99629f94c2a0))
* **plugin-form-builder:** replaces curly brackets with lexical editor ([#4753](https://github.com/payloadcms/payload/issues/4753)) ([8481846](https://github.com/payloadcms/payload/commit/84818469ea50d43276915d36bd92769422eadeb0))
* prioritizes `value` key when filtering / querying for relationships ([#4727](https://github.com/payloadcms/payload/issues/4727)) ([d0f7677](https://github.com/payloadcms/payload/commit/d0f7677d5ff2e0109fc348260d87e2606fdbd293))
* text hasMany validation ([#4789](https://github.com/payloadcms/payload/issues/4789)) ([e2e56a4](https://github.com/payloadcms/payload/commit/e2e56a4d58a9e1c31c05a0624f35642f58da162b))
### ⚠ BREAKING CHANGES
#### @payloadcms/plugin-seo
* remove support for payload <2.7.0 ([#4765](https://github.com/payloadcms/payload/pull/4765))
* **db-mongodb:** improve transaction support by passing req to migrations ([682eca2](https://github.com/payloadcms/payload/commit/682eca21860a4e2b2ab0bfd85613818790247224))
* **db-postgres:** improve transaction support by passing req to migrations ([555d027](https://github.com/payloadcms/payload/commit/555d02769a8731aeebbff9b67f9b0e1022904ade))
* hasMany property for text fields ([#4605](https://github.com/payloadcms/payload/issues/4605)) ([f43cf18](https://github.com/payloadcms/payload/commit/f43cf185d45b3c75fa0d78acd91e6cb60d87f166))
* improve transaction support by passing req to migrations ([1d14d9f](https://github.com/payloadcms/payload/commit/1d14d9f8b8ed077691175030182f094bb300ed17))
* provide document info to ActionsProvider ([#4696](https://github.com/payloadcms/payload/issues/4696)) ([6a8a6e4](https://github.com/payloadcms/payload/commit/6a8a6e4ef4913e0889e4d2eac82b28b9e4e8db22))
### Bug Fixes
* adds objectID validation to isValidID if of type `text` ([#4689](https://github.com/payloadcms/payload/issues/4689)) ([d419275](https://github.com/payloadcms/payload/commit/d419275fb50f0922307f2d3b4c0fcf80ac5ec98b))
* allow json field to be saved empty and reflect value changes ([#4687](https://github.com/payloadcms/payload/issues/4687)) ([0fb3a9c](https://github.com/payloadcms/payload/commit/0fb3a9ca89d1b63faea179bfa9b5b3d0a69c9398))
* custom ids in versions ([#4680](https://github.com/payloadcms/payload/issues/4680)) ([5d15955](https://github.com/payloadcms/payload/commit/5d15955f839d3f0cc557d8a8d7cc3a9e52e2f6b1))
* custom overrides of breadcrumb and parent fields ([7db58b4](https://github.com/payloadcms/payload/commit/7db58b482bba7e715c5be23cfe1a84295e95da29))
* **db-mongodb:** migration error calling beginTransaction with transactionOptions false ([21b9453](https://github.com/payloadcms/payload/commit/21b9453cf4e6eebf145d89a0190942015658413d))
* **db-mongodb:** querying plan for collections ignoring indexes ([#4655](https://github.com/payloadcms/payload/issues/4655)) ([63bc4ca](https://github.com/payloadcms/payload/commit/63bc4cabe1dea5f233aa1d9d4e64f3af93a8e081))
* **db-postgres:** incorrect results querying json field using exists operator ([9d9ac0e](https://github.com/payloadcms/payload/commit/9d9ac0ec28c97281bfdc7d6fb78c52baea492380))
* **db-postgres:** migrate down only runs latest batch size ([6acfae8](https://github.com/payloadcms/payload/commit/6acfae8ee7614746797e1fa91e1fd41c0240fdcd))
* **db-postgres:** query on json properties ([ec4d2f9](https://github.com/payloadcms/payload/commit/ec4d2f97cbf1c89d837372059bf3bb77f3ea6594))
* **db-postgres:** validation prevents group fields in blocks ([#4699](https://github.com/payloadcms/payload/issues/4699)) ([cab6bab](https://github.com/payloadcms/payload/commit/cab6babd608daeaabf9b63b1b446fded6804b60f))
* non-boolean condition result causes infinite looping ([#4579](https://github.com/payloadcms/payload/issues/4579)) ([a3e7816](https://github.com/payloadcms/payload/commit/a3e78161b551e8286063a173645a1d3dee162ad1))
* **plugin-form-builder:** slate serializer should replace curly braces in links ([#4703](https://github.com/payloadcms/payload/issues/4703)) ([28a3012](https://github.com/payloadcms/payload/commit/28a30120dd1aa3279fb2133aa0a0b1638d144be4))
* **plugin-nested-docs:** breadcrumbsFieldSlug used in resaveSelfAfterCreate hook ([a5a91c0](https://github.com/payloadcms/payload/commit/a5a91c08a9ade1482c512d3fa4c4f519ad85cf74))
* **plugin-nested-docs:** children wrongly publishing draft data ([#4692](https://github.com/payloadcms/payload/issues/4692)) ([5539942](https://github.com/payloadcms/payload/commit/55399424a13b1e0532d9eeefd09d442c107c3eda))
* **plugin-nested-docs:** custom parent field slug ([635e7c2](https://github.com/payloadcms/payload/commit/635e7c26e8b3b5138cf5a9bcb29e8ddd4b1e69b6))
* **plugin-nested-docs:** parent filterOptions errors when specifying breadcrumbsFieldSlug ([c4a4678](https://github.com/payloadcms/payload/commit/c4a4678afb097cf94c682595a78e416767a1fea8))
* relations with number based ids (postgres) show untitled ID: x ([1b91408](https://github.com/payloadcms/payload/commit/1b914083c8ee0c1b1d64fa7d4471ede0a24cfdb7))
* sidebar fields not disabled by access permissions ([#4682](https://github.com/payloadcms/payload/issues/4682)) ([85e38b7](https://github.com/payloadcms/payload/commit/85e38b7cfd5c0772344c4a8fb5100f7c48eb508f))
* unlock user condition always passes due to seconds conversion ([#4610](https://github.com/payloadcms/payload/issues/4610)) ([d543665](https://github.com/payloadcms/payload/commit/d543665995410256f77fe136173339aee6dcc7da))
* extend locales to have fallbackLocales ([9fac2ef](https://github.com/payloadcms/payload/commit/9fac2ef24e2ade4cf55b0d6a0e7f67e0edf57539))
### Bug Fixes
* "The punycode module is deprecated" warning by updating nodemailer ([00d8480](https://github.com/payloadcms/payload/commit/00d8480062d99dee56ef61a955f48a92efa6cbea))
* adjusts json field joi schema to allow editorOptions ([bff4cf5](https://github.com/payloadcms/payload/commit/bff4cf518f748efb9179f112c606d11d25db3d99))
* **db-postgres:** Wait for transaction to complete on commit ([#4582](https://github.com/payloadcms/payload/issues/4582)) ([a71d37b](https://github.com/payloadcms/payload/commit/a71d37b39806cd5956378a10246802d01d06c2dd))
* detect language from request headers accept-language ([#4656](https://github.com/payloadcms/payload/issues/4656)) ([69a9944](https://github.com/payloadcms/payload/commit/69a99445c9f1638a962a9c08ffe0bdc22e538bf6))
* navigation locks when modal is closed with esc ([#4664](https://github.com/payloadcms/payload/issues/4664)) ([be3beab](https://github.com/payloadcms/payload/commit/be3beabb9bafa137aa89e84cf47246017e969be8))
* req.locale and req.fallbackLocale get reassigned in local operations ([aa048d5](https://github.com/payloadcms/payload/commit/aa048d5409acd42b8f56367a16934085df9fbce2))
* resets actions array when navigating out of view with actions ([#4585](https://github.com/payloadcms/payload/issues/4585)) ([5c55231](https://github.com/payloadcms/payload/commit/5c5523195ccfa94a9bf42441e2a378f87836e64d))
* tab field error when using the same interface name ([#4657](https://github.com/payloadcms/payload/issues/4657)) ([f1fa374](https://github.com/payloadcms/payload/commit/f1fa374ed12b50fdf210f17ae1dda603f09a9726))
* add Chinese Traditional translation ([#4372](https://github.com/payloadcms/payload/issues/4372)) ([50253f6](https://github.com/payloadcms/payload/commit/50253f617c22d0d185bbac7f9d4304cddbc01f06))
* add context to auth and globals local API ([#4449](https://github.com/payloadcms/payload/issues/4449)) ([168d629](https://github.com/payloadcms/payload/commit/168d6296974042c3ff2a113f9f6c2bded7ba2b3e))
* adds new `actions` property to admin customization ([#4468](https://github.com/payloadcms/payload/issues/4468)) ([9e8f14a](https://github.com/payloadcms/payload/commit/9e8f14a897e77f6933eedb2410956a468f4187c3))
* async live preview urls ([#4339](https://github.com/payloadcms/payload/issues/4339)) ([5f17324](https://github.com/payloadcms/payload/commit/5f173241df6dc316d498767b1c81718e9c2b9a51))
* pass path to FieldDescription ([#4364](https://github.com/payloadcms/payload/issues/4364)) ([3b8a27d](https://github.com/payloadcms/payload/commit/3b8a27d199b3969cbca6ca750450798cb70f21e8))
* **plugin-form-builder:** Lexical support ([#4487](https://github.com/payloadcms/payload/issues/4487)) ([c6c5cab](https://github.com/payloadcms/payload/commit/c6c5cabfbb7eb954eea51170a6af7582b1f9b84b))
* prevent querying relationship when filterOptions returns false ([#4392](https://github.com/payloadcms/payload/issues/4392)) ([c1bd338](https://github.com/payloadcms/payload/commit/c1bd338d0d5e899f3892f1d18e355c00b265447a))
* **richtext-lexical:** improve floating select menu Dropdown classNames ([#4444](https://github.com/payloadcms/payload/issues/4444)) ([9331204](https://github.com/payloadcms/payload/commit/9331204295bfeaf7dd10bc075f42995b2cab2de4))
* **richtext-lexical:** improve link URL validation ([#4442](https://github.com/payloadcms/payload/issues/4442)) ([9babf68](https://github.com/payloadcms/payload/commit/9babf6804ce04d5828167eb8e7717727fe1cd472))
* **richtext-lexical:** lazy import React components to prevent client-only code from leaking into the server ([#4290](https://github.com/payloadcms/payload/issues/4290)) ([5de347f](https://github.com/payloadcms/payload/commit/5de347ffffca3bf38315d3d87d2ccc5c28cd2723))
* **richtext-lexical:** link node: change doc data format to be consistent with relationship field ([#4504](https://github.com/payloadcms/payload/issues/4504)) ([cc0ba89](https://github.com/payloadcms/payload/commit/cc0ba895188f40181c6ba3779f66d547d4ea66f9))
* **richtext-lexical:** rename TreeviewFeature into TreeViewFeature ([#4520](https://github.com/payloadcms/payload/issues/4520)) ([c49fd66](https://github.com/payloadcms/payload/commit/c49fd6692231b68ca61b079103a0fd7aa4673be1))
* **richtext-lexical:** Slate to Lexical converter: add blockquote conversion, convert custom link fields ([#4486](https://github.com/payloadcms/payload/issues/4486)) ([31f8f3c](https://github.com/payloadcms/payload/commit/31f8f3cac6bfd08f3adfa0a026a57c4b1b510045))
* **richtext-lexical:** Upload html serializer: Output picture element if the image has multiple sizes, improve absolute URL creation ([e558894](https://github.com/payloadcms/payload/commit/e55889480fceb8995646621923159d92de6e89c9))
### Bug Fixes
* adds bg color for year/month select options in datepicker ([#4508](https://github.com/payloadcms/payload/issues/4508)) ([07371b9](https://github.com/payloadcms/payload/commit/07371b9cad111999f2df4e1f709d6b95cd511c15))
* cursor jumping around inside json field ([#4453](https://github.com/payloadcms/payload/issues/4453)) ([6300037](https://github.com/payloadcms/payload/commit/63000373e66fb39443f882689e0ecf5c11ed8ad0))
* **db-postgres:** findOne correctly querying with where queries ([#4550](https://github.com/payloadcms/payload/issues/4550)) ([8bc31cd](https://github.com/payloadcms/payload/commit/8bc31cd5923517ab39ae1427aa0d0fb19d876dab))
* **db-postgres:** sorting on a not-configured field throws error ([#4382](https://github.com/payloadcms/payload/issues/4382)) ([dbaecda](https://github.com/payloadcms/payload/commit/dbaecda0e92fcb0fa67b4c5ac085e025f02de53a))
* defaultValues computed on new globals ([#4380](https://github.com/payloadcms/payload/issues/4380)) ([b6cffce](https://github.com/payloadcms/payload/commit/b6cffcea07b9fa21698b00b8bbed6f27197ded41))
* disallow duplicate fieldNames to be used on the same level in the config ([#4381](https://github.com/payloadcms/payload/issues/4381)) ([a1d66b8](https://github.com/payloadcms/payload/commit/a1d66b83e0dbea21e8da549b73cd25c537a57938))
* ensure ui fields do not make it into gql schemas ([#4457](https://github.com/payloadcms/payload/issues/4457)) ([3a20ddc](https://github.com/payloadcms/payload/commit/3a20ddc5f85162a316006f22ba66ee1c7aab99e3))
* format fields within tab for list controls ([#4516](https://github.com/payloadcms/payload/issues/4516)) ([2650c70](https://github.com/payloadcms/payload/commit/2650c70960a7374307a8862c3940c97d337d1d30))
* formats locales with multiple labels for versions locale selector ([#4495](https://github.com/payloadcms/payload/issues/4495)) ([8257661](https://github.com/payloadcms/payload/commit/8257661c47b5b968a57fb2228d7045d876a3f484))
* graphql schema generation for fields without queryable subfields ([#4463](https://github.com/payloadcms/payload/issues/4463)) ([13e3e06](https://github.com/payloadcms/payload/commit/13e3e0671353ca34e603fece57a12199f2082ca0))
* handles null upload field values ([#4397](https://github.com/payloadcms/payload/issues/4397)) ([cf9a370](https://github.com/payloadcms/payload/commit/cf9a3704df21ce8b32feb0680793cba804cd66f7))
* **live-preview:** populates rte uploads and relationships ([#4379](https://github.com/payloadcms/payload/issues/4379)) ([4090aeb](https://github.com/payloadcms/payload/commit/4090aebb0e94e776258f0c1c761044a4744a1857))
* **live-preview:** sends raw js objects through window.postMessage instead of json ([#4354](https://github.com/payloadcms/payload/issues/4354)) ([03a3872](https://github.com/payloadcms/payload/commit/03a387233d1b8876a2fcaa5f3b3fd5ed512c0bc4))
* make admin navigation transition smoother ([#4217](https://github.com/payloadcms/payload/issues/4217)) ([eb6572e](https://github.com/payloadcms/payload/commit/eb6572e9e56e680cad331c1bc5da47e91306deb9))
* omit field default value if read access returns false ([#4518](https://github.com/payloadcms/payload/issues/4518)) ([3e9ef84](https://github.com/payloadcms/payload/commit/3e9ef849cd8e69e1e8d7f2f653f0647e93c8ab39))
* pin ts-node versions which are causing swc errors ([#4447](https://github.com/payloadcms/payload/issues/4447)) ([b9c0248](https://github.com/payloadcms/payload/commit/b9c024882350d14edd57f0f662a2269ed37975e3))
* **plugin-form-builder:** removes use of slate in rich-text serializer ([#4451](https://github.com/payloadcms/payload/issues/4451)) ([3df52a8](https://github.com/payloadcms/payload/commit/3df52a88568622f8fafeabad47c7501229e4ea5f))
* **plugin-nested-docs:** properly exports field utilities ([#4462](https://github.com/payloadcms/payload/issues/4462)) ([1cc87bd](https://github.com/payloadcms/payload/commit/1cc87bd8ea575dfa2e1f5ce5b38414bbba95b2cb))
* **richtext-*:** loosen RichTextAdapter types due to re-occuring ts strict mode errors ([#4416](https://github.com/payloadcms/payload/issues/4416)) ([48f1299](https://github.com/payloadcms/payload/commit/48f1299fcba3e3811c6a7f31499f238537f9a5e3))
* **richtext-lexical:** Blocks field: should not prompt for unsaved changes due to value comparison between null and non-existent props ([#4450](https://github.com/payloadcms/payload/issues/4450)) ([548e78c](https://github.com/payloadcms/payload/commit/548e78c598cb6d029e7cc40f80d9855754f043bc))
* **richtext-lexical:** do not add unnecessary paragraph before upload, relationship and blocks nodes ([#4441](https://github.com/payloadcms/payload/issues/4441)) ([5c2739e](https://github.com/payloadcms/payload/commit/5c2739ebd144620cfd4ff02531f5812dd62ac61d))
* **richtext-lexical:** lexicalHTML field not working when used inside of Blocks field ([128f9c4](https://github.com/payloadcms/payload/commit/128f9c4e7e6e20dd1ee221f49428a5bce5179c5f))
* **richtext-lexical:** lexicalHTML field now works when used inside of row fields ([#4440](https://github.com/payloadcms/payload/issues/4440)) ([0421173](https://github.com/payloadcms/payload/commit/0421173f9e2d6db1b6a94b25884ea807921f2d09))
* **richtext-lexical:** not all types of URLs are validated correctly ([ac7f980](https://github.com/payloadcms/payload/commit/ac7f9809bc2b9fb6a52b48c10f7d51414801e4de))
* searching by id sends undefined in where query param ([#4464](https://github.com/payloadcms/payload/issues/4464)) ([46e8c01](https://github.com/payloadcms/payload/commit/46e8c01fbed68856be68804f2bd9744c4c6f5a95))
* updates return value of empty arrays in getDataByPath ([#4553](https://github.com/payloadcms/payload/issues/4553)) ([f3748a1](https://github.com/payloadcms/payload/commit/f3748a1534a13e6d844aadd9f0e3e6acbe483d03))
* upload editing error with plugin-cloud ([#4170](https://github.com/payloadcms/payload/issues/4170)) ([fcbe574](https://github.com/payloadcms/payload/commit/fcbe5744d945dc43642cdaa2007ddc252ecafafa))
* upload related issues, cropping, fetching local file, external preview image ([#4461](https://github.com/payloadcms/payload/issues/4461)) ([45c472d](https://github.com/payloadcms/payload/commit/45c472d6b35c41e597038089ad1755cdb88193b6))
* uploads files after validation ([#4218](https://github.com/payloadcms/payload/issues/4218)) ([65adfd2](https://github.com/payloadcms/payload/commit/65adfd21ed538b79628dc4f8ce9e1a5a1bba6aed))
### ⚠ BREAKING CHANGES
#### @payloadcms/richtext-lexical
* **richtext-lexical:** rename TreeviewFeature into TreeViewFeature ([#4520](https://github.com/payloadcms/payload/issues/4520)) ([c49fd66](https://github.com/payloadcms/payload/commit/c49fd6692231b68ca61b079103a0fd7aa4673be1))
If you import TreeviewFeature, you have to rename the import to use TreeViewFeature (capitalized "V")
* **richtext-lexical:** link node: change doc data format to be consistent with relationship field ([#4504](https://github.com/payloadcms/payload/issues/4504)) ([cc0ba89](https://github.com/payloadcms/payload/commit/cc0ba895188f40181c6ba3779f66d547d4ea66f9))
An unpopulated, internal link node no longer saves the doc id under fields.doc.value.id. Now, it saves it under fields.doc.value.
Migration inside of payload is automatic. If you are reading from the link node inside of your frontend though, you will have to adjust it.
* **richtext-lexical:** improve floating select menu Dropdown classNames ([#4444](https://github.com/payloadcms/payload/issues/4444)) ([9331204](https://github.com/payloadcms/payload/commit/9331204295bfeaf7dd10bc075f42995b2cab2de4))
Dropdown component has a new mandatory sectionKey prop
* **richtext-lexical:** lazy import React components to prevent client-only code from leaking into the server ([#4290](https://github.com/payloadcms/payload/issues/4290)) ([5de347f](https://github.com/payloadcms/payload/commit/5de347ffffca3bf38315d3d87d2ccc5c28cd2723))
1. Most important: If you are updating `@payloadcms/richtext-lexical` to v0.4.0 or higher, you will HAVE to update payload to the latest version as well. If you don't update it, payload likely won't start up due to validation errors. It's generally good practice to upgrade packages prefixed with @payloadcms/ together with payload and keep the versions in sync.
2.`@payloadcms/richtext-slate` is not affected by this.
3. Every single property in the `Feature` interface which accepts a React component now no longer accepts a React component, but a function which imports a React component instead. This is done to ensure no unnecessary client-only code is leaked to the server when importing Features on a server.
Or alternatively, if you're using default exports instead of named exports:
```ts
// import BlockIcon from '../../lexical/ui/icons/Block' // <= Remove this import
...
Icon:()=>
// @ts-expect-error
import('../../lexical/ui/icons/Block'),
```
4. The types for `SanitizedEditorConfig` and `EditorConfig` have changed. Their respective `lexical` property no longer expects the `LexicalEditorConfig`. It now expects a function returning the `LexicalEditorConfig`. You will have to adjust this if you adjusted that property anywhere, e.g. when initializing the lexical field editor property, or when initializing a new headless editor.
5. The following exports are now exported from the `@payloadcms/richtext-lexical/components` subpath exports instead of `@payloadcms/richtext-lexical`:
-`ToolbarButton`
-`ToolbarDropdown`
-`RichTextCell`
-`RichTextField`
-`defaultEditorLexicalConfig`
You will have to adjust your imports, only if you import any of those properties in your project.
* **richtext-*:** loosen RichTextAdapter types due to re-occuring ts strict mode errors ([#4416](https://github.com/payloadcms/payload/issues/4416)) ([48f1299](https://github.com/payloadcms/payload/commit/48f1299fcba3e3811c6a7f31499f238537f9a5e3))
* **richtext-lexical:** lexicalHTML field not working when used inside of Blocks field ([128f9c4](https://github.com/payloadcms/payload/commit/128f9c4e7e6e20dd1ee221f49428a5bce5179c5f))
* add Chinese Traditional translation ([#4372](https://github.com/payloadcms/payload/issues/4372)) ([50253f6](https://github.com/payloadcms/payload/commit/50253f617c22d0d185bbac7f9d4304cddbc01f06))
* async live preview urls ([#4339](https://github.com/payloadcms/payload/issues/4339)) ([5f17324](https://github.com/payloadcms/payload/commit/5f173241df6dc316d498767b1c81718e9c2b9a51))
* pass path to FieldDescription ([#4364](https://github.com/payloadcms/payload/issues/4364)) ([3b8a27d](https://github.com/payloadcms/payload/commit/3b8a27d199b3969cbca6ca750450798cb70f21e8))
* **richtext-lexical:** lazy import React components to prevent client-only code from leaking into the server ([#4290](https://github.com/payloadcms/payload/issues/4290)) ([5de347f](https://github.com/payloadcms/payload/commit/5de347ffffca3bf38315d3d87d2ccc5c28cd2723))
* **db-postgres:** sorting on a not-configured field throws error ([#4382](https://github.com/payloadcms/payload/issues/4382)) ([dbaecda](https://github.com/payloadcms/payload/commit/dbaecda0e92fcb0fa67b4c5ac085e025f02de53a))
* defaultValues computed on new globals ([#4380](https://github.com/payloadcms/payload/issues/4380)) ([b6cffce](https://github.com/payloadcms/payload/commit/b6cffcea07b9fa21698b00b8bbed6f27197ded41))
* handles null upload field values ([#4397](https://github.com/payloadcms/payload/issues/4397)) ([cf9a370](https://github.com/payloadcms/payload/commit/cf9a3704df21ce8b32feb0680793cba804cd66f7))
* **live-preview:** populates rte uploads and relationships ([#4379](https://github.com/payloadcms/payload/issues/4379)) ([4090aeb](https://github.com/payloadcms/payload/commit/4090aebb0e94e776258f0c1c761044a4744a1857))
* **live-preview:** sends raw js objects through window.postMessage instead of json ([#4354](https://github.com/payloadcms/payload/issues/4354)) ([03a3872](https://github.com/payloadcms/payload/commit/03a387233d1b8876a2fcaa5f3b3fd5ed512c0bc4))
* upload editing error with plugin-cloud ([#4170](https://github.com/payloadcms/payload/issues/4170)) ([fcbe574](https://github.com/payloadcms/payload/commit/fcbe5744d945dc43642cdaa2007ddc252ecafafa))
* uploads files after validation ([#4218](https://github.com/payloadcms/payload/issues/4218)) ([65adfd2](https://github.com/payloadcms/payload/commit/65adfd21ed538b79628dc4f8ce9e1a5a1bba6aed))
### ⚠ BREAKING CHANGES
* **richtext-lexical:** lazy import React components to prevent client-only code from leaking into the server (#4290)
### ⚠️ @payloadcms/richtext-lexical
Most important: If you are updating `@payloadcms/richtext-lexical` to v0.4.0 or higher, you will HAVE to update `payload` to the latest version as well. If you don't update it, payload likely won't start up due to validation errors. It's generally good practice to upgrade packages prefixed with `@payloadcms/` together with `payload` and keep the versions in sync.
`@payloadcms/richtext-slate` is not affected by this.
Every single property in the `Feature` interface which accepts a React component now no longer accepts a React component, but a function which imports a React component instead. This is done to ensure no unnecessary client-only code is leaked to the server when importing Features on a server.
Or alternatively, if you're using default exports instead of named exports:
```ts
// import BlockIcon from '../../lexical/ui/icons/Block' // <= Remove this import
...
Icon:()=>
// @ts-expect-error
import('../../lexical/ui/icons/Block'),
```
The types for `SanitizedEditorConfig` and `EditorConfig` have changed. Their respective `lexical` property no longer expects the `LexicalEditorConfig`. It now expects a function returning the `LexicalEditorConfig`. You will have to adjust this if you adjusted that property anywhere, e.g. when initializing the lexical field editor property, or when initializing a new headless editor.
The following exports are now exported from the `@payloadcms/richtext-lexical/components` subpath exports instead of `@payloadcms/richtext-lexical`:
- ToolbarButton
- ToolbarDropdown
- RichTextCell
- RichTextField
- defaultEditorLexicalConfig
You will have to adjust your imports, only if you import any of those properties in your project.
* ensure doc controls are not hidden behind lexical field ([#4345](https://github.com/payloadcms/payload/issues/4345)) ([bea79fe](https://github.com/payloadcms/payload/commit/bea79feaeaee18bf94dd04262f134483f1468494))
* query validation on relationship fields ([#4353](https://github.com/payloadcms/payload/issues/4353)) ([fe888b5](https://github.com/payloadcms/payload/commit/fe888b5f6ceaa3969eac759cbdfb109b106dae05))
* **richtext-lexical:** blocks content may be hidden behind components outside of the editor ([#4325](https://github.com/payloadcms/payload/issues/4325)) ([3e745e9](https://github.com/payloadcms/payload/commit/3e745e91da620a00e3f0f91892ee3ec66ba72bc0))
* **richtext-lexical:** Blocks node: incorrect conversion from v1 node to v2 node ([ef84a2c](https://github.com/payloadcms/payload/commit/ef84a2cfffbb1be52dd948e59eeec0ce324e9046))
* add serbian (latin and cyrillic) translations ([#4268](https://github.com/payloadcms/payload/issues/4268)) ([40c8909](https://github.com/payloadcms/payload/commit/40c8909ee0003d45a1afa4524ade557268d01067))
* **db-mongodb:** search for migrations dir intelligently ([530c825](https://github.com/payloadcms/payload/commit/530c825f806708df8672e66c8e9c559c5e625e5e))
* **db-postgres:** search for migrations dir intelligently ([308979f](https://github.com/payloadcms/payload/commit/308979f31d27979955a52f32be4ea33849b48f30))
* **live-preview:** batches api requests ([#4315](https://github.com/payloadcms/payload/issues/4315)) ([d49bb43](https://github.com/payloadcms/payload/commit/d49bb4351f22f17f68477c3145594abbb60fab05))
* support migrations with js files ([2122242](https://github.com/payloadcms/payload/commit/21222421929ae19728c31bdccc84995ce3951224))
* support OAuth 2.0 format Authorization: Bearer tokens in headers ([c1eb9d1](https://github.com/payloadcms/payload/commit/c1eb9d1727daf96375e73943882621127b78e593))
* **db-postgres:** allow for nested block fields to be queried ([#4237](https://github.com/payloadcms/payload/issues/4237)) ([cd07873](https://github.com/payloadcms/payload/commit/cd07873fc544766b4aeeff873dfb8d6e3e97e9dc))
* **db-postgres:** error saving nested arrays with versions ([#4302](https://github.com/payloadcms/payload/issues/4302)) ([3514bfb](https://github.com/payloadcms/payload/commit/3514bfbdaee99341ae739d03591cb63bd9415fe3))
* duplicate documents with required localized fields ([#4236](https://github.com/payloadcms/payload/issues/4236)) ([9da9b1f](https://github.com/payloadcms/payload/commit/9da9b1fc5050d4f29bcf6dce2f22027834aaf698))
* incorrect key property in Tabs field component ([#4311](https://github.com/payloadcms/payload/issues/4311)) ([3502ce7](https://github.com/payloadcms/payload/commit/3502ce720b3020eed5fc733884b525303faa4c15)), closes [#4282](https://github.com/payloadcms/payload/issues/4282)
* **live-preview-react:** removes payload from peer deps ([7e1052f](https://github.com/payloadcms/payload/commit/7e1052fd98c88a4d68af08f98ccc8936edb8ebf6))
* properly sets tabs key in fieldSchemaToJSON ([#4317](https://github.com/payloadcms/payload/issues/4317)) ([9cc88bb](https://github.com/payloadcms/payload/commit/9cc88bb47443ecdf525f4c99d9f13d81c141c471))
* **richtext-lexical:** HTML Converter field not working inside of tabs ([#4293](https://github.com/payloadcms/payload/issues/4293)) ([5bf6493](https://github.com/payloadcms/payload/commit/5bf64933b4b99a0ac8ef7d1d91d0165a16636a9f))
* **richtext-lexical:** re-use payload population logic to fix population-related issues ([#4291](https://github.com/payloadcms/payload/issues/4291)) ([094d02c](https://github.com/payloadcms/payload/commit/094d02ce1d85106470a1a8c6ffe9050873f2e57a))
* **richtext-slate:** add use client to top of tsx files importing from payload core ([#4312](https://github.com/payloadcms/payload/issues/4312)) ([d4f28b1](https://github.com/payloadcms/payload/commit/d4f28b16b4d42f224e9c5e4254f9ec55107a2f97))
### BREAKING CHANGES
### ⚠️ @payloadcms/richtext-lexical
The `SlashMenuGroup` and `SlashMenuOption` classes have changed. If you have any custom lexical Features which are adding new slash menu entries, this will be a breaking change for you. If not, no action is required from your side.
Here are the breaking changes and how to migrate:
1. The `SlashMenuOption`'s first argument is now used as a `key` and not as a display name. Additionally, a new, optional `displayName` property is added which will serve as the display name. Make sure your `key` does not contain any spaces or special characters.
2. The `title` property of `SlashMenuGroup` has been replaced by a new, mandatory `key` and an optional `displayName` property. To migrate, you will have to remove the `title` property and add a `key` property instead - make sure you do not use spaces or special characters in the `key`.
3. Additionally, if you have custom styles targeting elements inside of slash or floating-select-toolbar menus, you will have to adjust those too, as the CSS classes changed
* **i18n:** adds Korean translation ([#4258](https://github.com/payloadcms/payload/issues/4258)) ([1401718](https://github.com/payloadcms/payload/commit/1401718b3b549ce1454389a982474dbe159eb61f))
### Bug Fixes
* number field validation ([#4233](https://github.com/payloadcms/payload/issues/4233)) ([19fcfc2](https://github.com/payloadcms/payload/commit/19fcfc27af2ecb68ff989dcaed19b7b7d041a322))
* passes date options to the react-datepicker in filter UI, removes duplicate options from operators select ([#4225](https://github.com/payloadcms/payload/issues/4225)) ([3d2b62b](https://github.com/payloadcms/payload/commit/3d2b62b2100e36a54adc6a675257a4d671fdd469))
* prevent json data getting reset when switching tabs ([#4123](https://github.com/payloadcms/payload/issues/4123)) ([1dcd3a2](https://github.com/payloadcms/payload/commit/1dcd3a27825ed9d276b997a66f84bb2c05e87955))
* transactions broken within doc access ([443847e](https://github.com/payloadcms/payload/commit/443847ec716a3b87032d9d1904b6c90aadd47197))
* typo in polish translations ([#4234](https://github.com/payloadcms/payload/issues/4234)) ([56a4692](https://github.com/payloadcms/payload/commit/56a469266207ef83053b0c9176d1be4fc26087e6))
* make outputSchema optional on richtext config ([#4230](https://github.com/payloadcms/payload/issues/4230)) ([3a784a0](https://github.com/payloadcms/payload/commit/3a784a06cc6c42c96b8d6cf023d942e6661be7b5))
* allow richtext adapters to control type generation, improve generated lexical types ([#4036](https://github.com/payloadcms/payload/issues/4036)) ([989c10e](https://github.com/payloadcms/payload/commit/989c10e0e0b36a8c34822263b19f5cb4b9ed6e72))
* hide publish button based on permissions ([#4203](https://github.com/payloadcms/payload/issues/4203)) ([de02490](https://github.com/payloadcms/payload/commit/de02490231fbc8936973c1b81ac87add39878d8b))
* **richtext-lexical:** Add new position: 'top' property for plugins ([eed4f43](https://github.com/payloadcms/payload/commit/eed4f4361cd012adf4e777820adbe7ad330ffef6))
### Bug Fixes
* fully define the define property for esbuild string replacement ([#4099](https://github.com/payloadcms/payload/issues/4099)) ([e22b95b](https://github.com/payloadcms/payload/commit/e22b95bdf3b2911ae67a07a76ec109c76416ea56))
* improves live preview breakpoints and zoom options in dark mode ([#4090](https://github.com/payloadcms/payload/issues/4090)) ([b91711a](https://github.com/payloadcms/payload/commit/b91711a74ad9379ed820b6675060209626b1c2d0))
* **plugin-nested-docs:** await populate breadcrumbs on resaveChildren ([#4226](https://github.com/payloadcms/payload/issues/4226)) ([4e41dd1](https://github.com/payloadcms/payload/commit/4e41dd1bf2706001fa03130adb1c69403795ac96))
* **richtext-lexical:** Blocks: Array row data is not removed ([#4209](https://github.com/payloadcms/payload/issues/4209)) ([0af9c4d](https://github.com/payloadcms/payload/commit/0af9c4d3985a6c46a071ef5ac28c8359cb320571))
* **richtext-lexical:** Blocks: fields without fulfilled condition are now skipped for validation ([50fab90](https://github.com/payloadcms/payload/commit/50fab902bd7baa1702ae0d995b4f58c1f5fca374))
* **richtext-lexical:** Blocks: make sure fields are wrapped in a uniquely-named group, change block node data format, fix react key error ([#3995](https://github.com/payloadcms/payload/issues/3995)) ([c068a87](https://github.com/payloadcms/payload/commit/c068a8784ec5780dbdca5416b25ba654afd05458))
* **richtext-lexical:** Blocks: z-index issue, e.g. select field dropdown in blocks hidden behind blocks below, or slash menu inside nested editor hidden behind blocks below ([09f17f4](https://github.com/payloadcms/payload/commit/09f17f44508539cfcb8722f7f462ef40d9ed54fd))
* **richtext-lexical:** Floating Select Toolbar: Buttons and Dropdown Buttons not clickable in nested editors ([615702b](https://github.com/payloadcms/payload/commit/615702b858e76994a174159cb69f034ef811e016)), closes [#4025](https://github.com/payloadcms/payload/issues/4025)
* **richtext-lexical:** incorrect caret positioning when selecting second line of multi-line paragraph ([#4165](https://github.com/payloadcms/payload/issues/4165)) ([b210af4](https://github.com/payloadcms/payload/commit/b210af46968b77d96ffd6ef60adc3b8d8bdc9376))
* **richtext-lexical:** make lexicalHTML() function work for globals ([dbfc835](https://github.com/payloadcms/payload/commit/dbfc83520ca8b5e55198a3c4b517ae3a80f9cac6))
* **richtext-lexical:** nested editor may lose focus when writing ([#4139](https://github.com/payloadcms/payload/issues/4139)) ([859c2f4](https://github.com/payloadcms/payload/commit/859c2f4a6d299a42e572133502b3841a74a11002))
* **richtext-lexical:** remove optional chaining after `this` as transpilers are not handling it well ([#4145](https://github.com/payloadcms/payload/issues/4145)) ([2c8d34d](https://github.com/payloadcms/payload/commit/2c8d34d2aadf2fcaf0655c0abef233f341d9945f))
* **richtext-lexical:** visual bug after rearranging blocks ([a6b4860](https://github.com/payloadcms/payload/commit/a6b486007dc26195adc5d576d937e35471c2868f))
* simplifies block/array/hasMany-number field validations ([#4052](https://github.com/payloadcms/payload/issues/4052)) ([803a37e](https://github.com/payloadcms/payload/commit/803a37eaa947397fa0a93b9f4f7d702c6b94ceaa))
* thread locale through to access routes from admin panel ([#4183](https://github.com/payloadcms/payload/issues/4183)) ([05f3169](https://github.com/payloadcms/payload/commit/05f3169a75b3b62962e7fe7842fbb6df6699433d))
* transactionID isolation for GraphQL ([#4095](https://github.com/payloadcms/payload/issues/4095)) ([195a952](https://github.com/payloadcms/payload/commit/195a952c4314e0d53fd579517035373b49d6ccae))
* upload fit not accounted for when editing focal point or crop ([#4142](https://github.com/payloadcms/payload/issues/4142)) ([45e9a55](https://github.com/payloadcms/payload/commit/45e9a559bbb16b2171465c8a439044011cebf102))
* conditionally hide dot menu in DocumentControls ([#4075](https://github.com/payloadcms/payload/issues/4075)) ([cef4cbb](https://github.com/payloadcms/payload/commit/cef4cbb0ee59e1b0b806808d79b402dce114755f))
* disable editing option for svg image types ([#4071](https://github.com/payloadcms/payload/issues/4071)) ([949e265](https://github.com/payloadcms/payload/commit/949e265cd9c95b7d4063336dde86177008d54839))
* fixes creation of related documents within a transaction if filterOptions is used ([#4087](https://github.com/payloadcms/payload/issues/4087)) ([acad288](https://github.com/payloadcms/payload/commit/acad2888cd9a13d5fb9e4c686b2267ea69454eaf))
* hide empty image sizes from the preview drawer ([#3946](https://github.com/payloadcms/payload/issues/3946)) ([687f485](https://github.com/payloadcms/payload/commit/687f4850acf073df0a649ef6182bfc8387857173))
* **live-preview:** ensures field schema exists before traversing fields ([#4074](https://github.com/payloadcms/payload/issues/4074)) ([7059a71](https://github.com/payloadcms/payload/commit/7059a71243a8f98dcc89af0bfe502247db9e4123))
* **live-preview:** field recursion and relationship population ([#4045](https://github.com/payloadcms/payload/issues/4045)) ([2ad7340](https://github.com/payloadcms/payload/commit/2ad73401546ef6608fd67d1f00b537f149640d6a))
* possible issue with access control not using req ([#4086](https://github.com/payloadcms/payload/issues/4086)) ([348a70c](https://github.com/payloadcms/payload/commit/348a70cc33409b0b48aff3acd2b94c2df5d88f3b))
* **richtext-lexical:** Blocks: unnecessary saving node value when initially opening a document & new lexical tests ([#4059](https://github.com/payloadcms/payload/issues/4059)) ([fff377a](https://github.com/payloadcms/payload/commit/fff377ad22cce3b26142cde8f4125fcee95aa072))
* **richtext-lexical:** floating select toolbar caret not positioned correctly if first line is selected ([#4062](https://github.com/payloadcms/payload/issues/4062)) ([c462df3](https://github.com/payloadcms/payload/commit/c462df38f65b155e131e6a7b46b2bb16cd090e45))
* add internationalization (i18n) to locales ([#4005](https://github.com/payloadcms/payload/issues/4005)) ([6a0a859](https://github.com/payloadcms/payload/commit/6a0a859563ed9e742260ea51a1839a1ef0f61fce))
* Custom Error, Label, and before/after field components ([#3747](https://github.com/payloadcms/payload/issues/3747)) ([266c327](https://github.com/payloadcms/payload/commit/266c3274d03e4fd52c692eeef1ee9248dcf66189))
### Bug Fixes
* error on graphql multiple queries ([#3985](https://github.com/payloadcms/payload/issues/3985)) ([57da3c9](https://github.com/payloadcms/payload/commit/57da3c99a7e4ce5d3d1e17315e3691815f363704))
* focal and cropping issues, adds test ([#4039](https://github.com/payloadcms/payload/issues/4039)) ([acba5e4](https://github.com/payloadcms/payload/commit/acba5e482b7ddc6e3dc6ba9b7736022770d69a55))
* handle invalid tokens in refresh token operation ([#3647](https://github.com/payloadcms/payload/issues/3647)) ([131d89c](https://github.com/payloadcms/payload/commit/131d89c3f50c237e1ab2d7cd32d7a8226a9f8ce3))
* hasMany number and select fields unable to save within arrays ([#4047](https://github.com/payloadcms/payload/issues/4047)) ([182c57b](https://github.com/payloadcms/payload/commit/182c57b191010ce3dcf659f39c1dc2f7cf80662e))
* injects array and block ids into fieldSchemaToJSON ([#4043](https://github.com/payloadcms/payload/issues/4043)) ([d068ef7](https://github.com/payloadcms/payload/commit/d068ef7e2483d49dc41bdd7735042ddcaa0a684c))
* parse predefined migrations via file arg or name prefix ([#4001](https://github.com/payloadcms/payload/issues/4001)) ([eb42c03](https://github.com/payloadcms/payload/commit/eb42c031ef980558ed051d4163925aa28d6ab090))
* polymorphic hasMany relationships missing in postgres admin ([#4053](https://github.com/payloadcms/payload/issues/4053)) ([7a9af44](https://github.com/payloadcms/payload/commit/7a9af4417a56c621f01195f9a2904b9adffaad7a))
* resets list filter row when the filter on field is changed ([#3956](https://github.com/payloadcms/payload/issues/3956)) ([8d14c21](https://github.com/payloadcms/payload/commit/8d14c213c878a1afda2b3bf03431fed5aa2a44e3))
* Update API Views ([b008b6c](https://github.com/payloadcms/payload/commit/b008b6c6463c9dc3d8e61eaa0a9210aa1a189442))
* vite not replacing env vars correctly when building ([67b3baa](https://github.com/payloadcms/payload/commit/67b3baaa445a13246be8178d57eaeba92888bef1))
* do not display field if read permission is false - admin panel ui ([#3949](https://github.com/payloadcms/payload/issues/3949)) ([cdc10be](https://github.com/payloadcms/payload/commit/cdc10be1a241c6a9ac09feab77bcd58d23ff3dd9))
* ensures dataloader does not run requests in parallel ([4607dbf](https://github.com/payloadcms/payload/commit/4607dbf97694bc899e597e9c7df50b6c878874f5))
* exclude files from dev bundle if aliased ([#3957](https://github.com/payloadcms/payload/issues/3957)) ([7966692](https://github.com/payloadcms/payload/commit/796669279afb8fe23723ce36e6e47a44b7088b09))
* field paths being mutated if they ended with the req.locale ([#3936](https://github.com/payloadcms/payload/issues/3936)) ([36576f1](https://github.com/payloadcms/payload/commit/36576f152ace41edd8b353703db2598d04deae44))
* passes correct data to buildStateFromSchema on account page ([#3984](https://github.com/payloadcms/payload/issues/3984)) ([c7a315a](https://github.com/payloadcms/payload/commit/c7a315a7d1075361a7ee432a449769397c12185e))
* prevent sort from saving a new version in version list view ([#3944](https://github.com/payloadcms/payload/issues/3944)) ([900a9ea](https://github.com/payloadcms/payload/commit/900a9eafeb51b1e5130518d4f71034a2bf9e4c5b))
* properly load temp files into buffer ([#3996](https://github.com/payloadcms/payload/issues/3996)) ([d1a0822](https://github.com/payloadcms/payload/commit/d1a0822f8044a3f65416f4fe608e91a4ceea6b56))
* sort document tabs by order ([#3968](https://github.com/payloadcms/payload/issues/3968)) ([06cd52b](https://github.com/payloadcms/payload/commit/06cd52b622723503896af6262907d31b258d0a5e))
* vertical alignment in step nav when using larger logos ([#3955](https://github.com/payloadcms/payload/issues/3955)) ([b6d9a20](https://github.com/payloadcms/payload/commit/b6d9a2021fafea594353329fd304553bf7f2d091))
* adds null to non-required field unions ([#3870](https://github.com/payloadcms/payload/issues/3870)) ([7e919aa](https://github.com/payloadcms/payload/commit/7e919aa87c0116c41bf41d75dcd91ff96576a46f))
* checks for user before accessing properties in preferences update operation([#3844](https://github.com/payloadcms/payload/issues/3844)) ([24eab3a](https://github.com/payloadcms/payload/commit/24eab3af1da3b08debe0580cce8ece08a86039a4))
* disable webpack hot reload on production ([#3891](https://github.com/payloadcms/payload/issues/3891)) ([422c803](https://github.com/payloadcms/payload/commit/422c803da67982a063a028508c44009b9577646e))
* duplicate document copying to incorrect locale ([#3874](https://github.com/payloadcms/payload/issues/3874)) ([89f273b](https://github.com/payloadcms/payload/commit/89f273bf894512b69e8647be4cf4496bff37c99b))
* ensure serverURL has string value for getBaseUploadFields function ([#3900](https://github.com/payloadcms/payload/issues/3900)) ([c564a83](https://github.com/payloadcms/payload/commit/c564a83ab61b672d9a2bcc875ab890b0fede5462))
* ensures compare-version select field cannot be cleared ([#3901](https://github.com/payloadcms/payload/issues/3901)) ([42d8d11](https://github.com/payloadcms/payload/commit/42d8d11fd7e5792b119f69f17dc1100c85cfa491))
* error handling when duplicating documents fails ([#3873](https://github.com/payloadcms/payload/issues/3873)) ([435eb62](https://github.com/payloadcms/payload/commit/435eb6204e550e898a81033f794fcf568e3b017c))
* generate new block ids on create ([#3871](https://github.com/payloadcms/payload/issues/3871)) ([3404bab](https://github.com/payloadcms/payload/commit/3404bab83f1112713675eb504870a4a1786c3822))
* global permissions for live preview ([#3854](https://github.com/payloadcms/payload/issues/3854)) ([3032e0b](https://github.com/payloadcms/payload/commit/3032e0b5a239db0762abd120b2db95f30ed5ca65))
* handles null & undefined relationship field values in versions view ([#3609](https://github.com/payloadcms/payload/issues/3609)) ([115e592](https://github.com/payloadcms/payload/commit/115e592b54d9174f316daa3cff31bcc801eaf92f))
* incorrect duplication of data in admin ui ([#3907](https://github.com/payloadcms/payload/issues/3907)) ([46fc41c](https://github.com/payloadcms/payload/commit/46fc41cbd9615c58248b4d2c44d24905dd676171))
* only apply focal manipulation when necessary ([#3902](https://github.com/payloadcms/payload/issues/3902)) ([a4f36aa](https://github.com/payloadcms/payload/commit/a4f36aa8a009e9c0156924320bbcf1d04b697223))
* removes conditional return of formattedEmails in sendEmail hook [#26](https://github.com/payloadcms/payload/issues/26) ([#28](https://github.com/payloadcms/payload/issues/28)) ([e8458f8](https://github.com/payloadcms/payload/commit/e8458f84bcd5bad74b189479931fbb7faea74900))
* resize image if no aspect ratio change ([#3859](https://github.com/payloadcms/payload/issues/3859)) ([f53b713](https://github.com/payloadcms/payload/commit/f53b7131548dbe9071c65ba110f7f0d206bb33b5))
* **richtext-*:** type issues with typescript strict mode enabled ([dac9514](https://github.com/payloadcms/payload/commit/dac9514eb00b99a3caeb9f217695b2b89368f7c9))
* **richtext-lexical:** Blocks node incorrectly marked as client module ([35f00fa](https://github.com/payloadcms/payload/commit/35f00fa83d2a90967e0707ca0fd960c5608a3bf3))
* set date to 12UTC for default, dayOnly and monthOnly fields ([#3887](https://github.com/payloadcms/payload/issues/3887)) ([d393225](https://github.com/payloadcms/payload/commit/d3932252891bb8721a5abc97e204dbb6a7f3fda2))
* store resized image on req or tempFilePath ([#3883](https://github.com/payloadcms/payload/issues/3883)) ([6c5d525](https://github.com/payloadcms/payload/commit/6c5d525d8e1267eebdffeb9f31b2ef3a4df1132d))
* unique field error handling ([#3888](https://github.com/payloadcms/payload/issues/3888)) ([4d8d4c2](https://github.com/payloadcms/payload/commit/4d8d4c214ab12571e9dc71e406117c4b19f63c6b))
* adjusts props to accept components for before and after fields instead of functions ([#3820](https://github.com/payloadcms/payload/issues/3820)) ([c476d01](https://github.com/payloadcms/payload/commit/c476d01f4e5016f9c2bc338103ef2c778139a536))
* alignment of collapsible within row ([#3822](https://github.com/payloadcms/payload/issues/3822)) ([eaef0e7](https://github.com/payloadcms/payload/commit/eaef0e739546b4411d971da21170977ba73695f8))
* named tabs not appearing in the gql mutation input type ([#3835](https://github.com/payloadcms/payload/issues/3835)) ([a0019d0](https://github.com/payloadcms/payload/commit/a0019d0a78504b5c4d6aeec4823d7a0e224f1d6b))
* only parses live preview ready message when same origin ([#3791](https://github.com/payloadcms/payload/issues/3791)) ([e8f2377](https://github.com/payloadcms/payload/commit/e8f237783b9f48edf80b1d8c61142aeb2edb1c0b))
* prevent storing duplicate user preferences ([#3833](https://github.com/payloadcms/payload/issues/3833)) ([7eee0ec](https://github.com/payloadcms/payload/commit/7eee0ec3558c8b65afc38df7377073f042402ee3))
* prevents document sidebar from collapsing ([71a3e5b](https://github.com/payloadcms/payload/commit/71a3e5ba1037fe447dccad4a490fdfb1623ba0b0))
* renders live preview for globals ([#3801](https://github.com/payloadcms/payload/issues/3801)) ([a13ec2e](https://github.com/payloadcms/payload/commit/a13ec2ebc4858029c643f4530daa4ed49a7b024e))
* collection, global and field props for hooks, fix request context initialization, add context to global hooks ([#3780](https://github.com/payloadcms/payload/pull/3780))
* **richtext-lexical:** HTML Serializer ([#3685](https://github.com/payloadcms/payload/pull/3685))
### Bug Fixes
* remove duplicate removal of temp upload file ([#3818](https://github.com/payloadcms/payload/pull/3818))
* simplify how the search input and query params are connected ([#3797](https://github.com/payloadcms/payload/pull/3797))
* standardizes layout of document fields ([#3798](https://github.com/payloadcms/payload/pull/3798))
* issue where dragging unsortable item would crash the page ([#3789](https://github.com/payloadcms/payload/pull/3789))
* **richtext-lexical:** defaultValue property didn't fit into field schema ([b5c7bbed9](https://github.com/payloadcms/payload/commit/b5c7bbed93b532ec54a9c73537f4cb1290122a66))
* **richtext-*:** hasMany relationships not populated correctly ([e197e0316](https://github.com/payloadcms/payload/commit/e197e0316f9c01f945dc7f6d21ac28f9f0420f1d))
* filesRequired is optional for uploads ([#3668](https://github.com/payloadcms/payload/pull/3668)) ([48de897](https://github.com/payloadcms/payload/commit/48de89794b2c5d94183090b0830fd355d8d6c6f3))
### Bug Fixes
* Register first user verify update missing transaction id / req ([#3665](https://github.com/payloadcms/payload/pull/3665)) ([68c5a5751](https://github.com/payloadcms/payload/commit/68c5a57515ffbba37c9194a75d0f672bdb10d96b))
* allows filterOptions to return null ([c4cac99](https://github.com/payloadcms/payload/commit/c4cac998752730e7084598c92c77789da8c82e0d))
* **live-preview:** caches field schema ([#3711](https://github.com/payloadcms/payload/issues/3711)) ([dd0ac06](https://github.com/payloadcms/payload/commit/dd0ac066ce2ed88b85025309303610a95b6089e1))
### Bug Fixes
* autosave time shown minutes only ([#3492](https://github.com/payloadcms/payload/issues/3492)) ([e311e8f](https://github.com/payloadcms/payload/commit/e311e8fff9cd4264d7a71903f63c4fa825a3564d))
* blocks within groups in postgres ([45a62ba](https://github.com/payloadcms/payload/commit/45a62ba949aca33b25e0808773a5c2f1cf4adf82))
* bug with seeding ecommerce ([993568a](https://github.com/payloadcms/payload/commit/993568a1959ea10f960e35e4ed7a8e06af672a72))
* corrects add block index ([#3681](https://github.com/payloadcms/payload/issues/3681)) ([3c50443](https://github.com/payloadcms/payload/commit/3c5044368d5b30c76a2ff20c25b9234ef89dc205))
* misc upload crop/focal point updates ([#3580](https://github.com/payloadcms/payload/issues/3580)) ([d616772](https://github.com/payloadcms/payload/commit/d6167727401a01282345e63636560e029ae8e0f3))
* renders mobile document controls ([#3695](https://github.com/payloadcms/payload/issues/3695)) ([1625ff2](https://github.com/payloadcms/payload/commit/1625ff244e6e81e6edc0357037c3abc1a3bf8ba7))
* some local operations missing req.transactionID ([#3651](https://github.com/payloadcms/payload/issues/3651)) ([150799e](https://github.com/payloadcms/payload/commit/150799e10e580281d1af49388eb142ee9639a002))
* **richtext-*:** extra fields not being iterated correctly ([#3693](https://github.com/payloadcms/payload/issues/3693)) ([b8a5866](https://github.com/payloadcms/payload/commit/b8a58666e70f604af1e1cf349bcb4f9add0147e7))
* **richtext-*:** link drawer form receiving incorrect field schema ([#3696](https://github.com/payloadcms/payload/issues/3696)) ([cb39354](https://github.com/payloadcms/payload/commit/cb39354a9de3d20960110e453f62c4aa166d8448))
* **templates:** user access control ([#3712](https://github.com/payloadcms/payload/issues/3712)) ([8b8ceab](https://github.com/payloadcms/payload/commit/8b8ceabbdd6354761e7d744cacb1192cac3a2427))
@@ -14,7 +14,7 @@ If you find a vulnerability within the core Payload repository, and we determine
## Documentation edits
Payload documentation can be found directly within its codebase and you can feel free to make changes / improvements to any of it through opening a PR. We utilize these files directly in our website and will periodically deploy documentation updates as necessary.
Payload documentation can be found directly within its codebase, and you can feel free to make changes / improvements to any of it through opening a PR. We utilize these files directly in our website and will periodically deploy documentation updates as necessary.
## Building additional features
@@ -30,9 +30,17 @@ Our design review ensures that proposed changes fit seamlessly with other compon
To help us work on new features, you can create a new feature request post in [GitHub Discussion](https://github.com/payloadcms/payload/discussions) or discuss it in our [Discord](https://discord.com/invite/payload). New functionality often has large implications across the entire Payload repo, so it is best to discuss the architecture and approach before starting work on a pull request.
### Installation & Requirements
Payload is structured as a Monorepo, encompassing not only the core Payload platform but also various plugins and packages. To install all required dependencies, you have to run `pnpm install` once in the root directory. **PNPM IS REQUIRED!** Yarn or npm will not work - you will have to use pnpm to develop in the core repository. In most systems, the easiest way to install pnpm is to run `corepack enable` in your terminal.
If you're coming from a very outdated version of payload, it is recommended to nuke the node_modules folder before running pnpm install. On UNIX systems, you can easily do that using the `pnpm clean:unix` command, which will delete all node_modules folders and build artefacts.
It is also recommended to use at least Node v18 or higher. You can check your current node version by typing `node --version` in your terminal. The easiest way to switch between different node versions is to use [nvm](https://github.com/nvm-sh/nvm#intro).
### Code
Most new functionality should keep testing in mind. With 1.0, testability of new features has been vastly improved. All top-level directories within the `test/` directory are for testing a specific category: `fields`, `collections`, etc.
Most new functionality should keep testing in mind. All top-level directories within the `test/` directory are for testing a specific category: `fields`, `collections`, etc.
If it makes sense to add your feature to an existing test directory, please do so.
@@ -49,21 +57,35 @@ A typical directory with `test/` will be structured like this:
-`config.ts` - This is the _granular_ Payload config for testing. It should be as lightweight as possible. Reference existing configs for an example
-`int.spec.ts` - This is the test file run by jest. Any test file must have a `*int.spec.ts` suffix.
-`e2e.spec.ts` - This is the end-to-end test file that will load up the admin UI using the above config and run Playwright tests. These tests are typically only needed if a large change is being made to the Admin UI.
-`payload-types.ts` - Generated types from `config.ts`. Generate this file by running `pnpm dev:generate-types my-test-dir`.
-`payload-types.ts` - Generated types from `config.ts`. Generate this file by running `pnpm dev:generate-types my-test-dir`. Replace `my-test-dir` with the name of your testing directory.
The directory split up in this way specifically to reduce friction when creating tests and to add the ability to boot up Payload with that specific config.
Each test directory is split up in this way specifically to reduce friction when creating tests and to add the ability to boot up Payload with that specific config.
The following command will start Payload with your config: `pnpm dev my-test-dir`. This command will start up Payload using your config and refresh a test database on every restart.
The following command will start Payload with your config: `pnpm dev my-test-dir`. Example: `pnpm dev fields` for the test/`fields` test suite. This command will start up Payload using your config and refresh a test database on every restart. If you're using VS Code, the most common run configs are automatically added to your editor - you should be able to find them in your VS Code launch tab.
By default, it will automatically log you in with the default credentials. To disable that, you can either pass in the --no-auto-login flag (example: `pnpm dev my-test-dir --no-auto-login`) or set the `PAYLOAD_PUBLIC_DISABLE_AUTO_LOGIN` environment variable to `false`.
By default, payload will [automatically log you in](https://payloadcms.com/docs/authentication/config#admin-autologin) with the default credentials. To disable that, you can either pass in the --no-auto-login flag (example: `pnpm dev my-test-dir --no-auto-login`) or set the `PAYLOAD_PUBLIC_DISABLE_AUTO_LOGIN` environment variable to `false`.
If you wish to use to your own Mongo database for the `test` directory instead of using the in memory database, all you need to do is add the following env vars to the `test/dev.ts` file:
The default credentials are `dev@payloadcms.com` as E-Mail and `test` as password. These are used in the auto-login.
### Testing with your own MongoDB database
If you wish to use your own MongoDB database for the `test` directory instead of using the in memory database, all you need to do is add the following env vars to the `test/dev.ts` file:
-`process.env.NODE_ENV`
-`process.env.PAYLOAD_TEST_MONGO_URL`
- Simply set `process.env.NODE_ENV` to `test` and set `process.env.PAYLOAD_TEST_MONGO_URL` to your mongo url e.g. `mongodb://127.0.0.1/your-test-db`.
- Simply set `process.env.NODE_ENV` to `test` and set `process.env.PAYLOAD_TEST_MONGO_URL` to your MongoDB URL e.g. `mongodb://127.0.0.1/your-test-db`.
NOTE: It is recommended to add the test credentials (located in `test/credentials.ts`) to your autofill for `localhost:3000/admin` as this will be required on every nodemon restart. The default credentials are `dev@payloadcms.com` as E-Mail and `test` as password.
### Using Postgres
If you have postgres installed on your system, you can also run the test suites using postgres. By default, mongodb is used.
To do that, simply set the `PAYLOAD_DATABASE` environment variable to `postgres`.
### Running the e2e and int tests
You can run the entire test suite using `pnpm test`. If you wish to only run e2e tests, you can use `pnpm test:e2e`. If you wish to only run int tests, you can use `pnpm test:int`.
By default, `pnpm test:int` will only run int test against MongoDB. To run int tests against postgres, you can use `pnpm test:int:postgres`. You will have to have postgres installed on your system for this to work.
### Commits
@@ -89,3 +111,14 @@ If you are committing to [templates](./templates) or [examples](./examples), use
## Pull Requests
For all Pull Requests, you should be extremely descriptive about both your problem and proposed solution. If there are any affected open or closed issues, please leave the issue number in your PR message.
## Previewing docs
This is how you can preview changes you made locally to the docs:
3. Duplicate the `.env.example` file and rename it to `.env`
4. Add a `DOCS_DIR` environment variable to the `.env` file which points to the absolute path of your modified docs folder. For example `DOCS_DIR=/Users/yourname/Documents/GitHub/payload/docs`
5. Run `yarn run fetchDocs:local`. If this was successful, you should see no error messages and the following output: *Docs successfully written to /.../website/src/app/docs.json*. There could be error messages if you have incorrect markdown in your local docs folder. In this case, it will tell you how you can fix it
6. You're done! Now you can start the website locally using `yarn run dev` and preview the docs under [http://localhost:3000/docs/](http://localhost:3000/docs/)
> 🎉 <strong>Payload 2.0 is now available!<strong> Read more in the <a target="_blank" href="https://payloadcms.com/blog/payload-2-0" rel="dofollow"><strong>announcement post</strong></a>.
> 🎉 <strong>Payload 2.0 is now available!</strong> Read more in the <a target="_blank" href="https://payloadcms.com/blog/payload-2-0" rel="dofollow"><strong>announcement post</strong></a>.
<h3>Benefits over a regular CMS</h3>
<ul>
@@ -51,7 +41,7 @@ Create a cloud account, connect your GitHub, and [deploy in minutes](https://pay
Before beginning to work with Payload, make sure you have all of the [required software](https://payloadcms.com/docs/getting-started/installation).
```text
npx create-payload-app
npx create-payload-app@latest
```
Alternatively, it only takes about five minutes to [create an app from scratch](https://payloadcms.com/docs/getting-started/installation#from-scratch).
@@ -13,28 +13,29 @@ To swap in your own React component, first, consult the list of available compon
<Banner type="success">
<strong>Tip:</strong>
<br />
Custom components will automatically be provided with all props that the default component normally
accepts.
Custom components will automatically be provided with all props that the default component
normally accepts.
</Banner>
### Base Component Overrides
You can override a set of admin panel-wide components by providing a component to your base Payload config's `admin.components` property. The following options are available:
| **`Nav`** | Contains the sidebar / mobile menu in its entirety. |
| **`BeforeNavLinks`** | Array of components to inject into the built-in Nav, _before_ the links themselves. |
| **`AfterNavLinks`** | Array of components to inject into the built-in Nav, _after_ the links. |
| **`BeforeDashboard`** | Array of components to inject into the built-in Dashboard, _before_ the default dashboard contents. |
| **`AfterDashboard`** | Array of components to inject into the built-in Dashboard, _after_ the default dashboard contents. [Demo](https://github.com/payloadcms/payload/tree/main/test/admin/components/AfterDashboard/index.tsx) |
| **`BeforeLogin`** | Array of components to inject into the built-in Login, _before_ the default login form. |
| **`AfterLogin`** | Array of components to inject into the built-in Login, _after_ the default login form. |
| **`logout.Button`** | A custom React component. |
| **`graphics.Icon`** | Used as a graphic within the `Nav` component. Often represents a condensed version of a full logo. |
| **`graphics.Logo`** | The full logo to be used in contexts like the `Login` view. |
| **`providers`** | Define your own provider components that will wrap the Payload Admin UI. [More](#custom-providers) |
| **`views`** | Override or create new views within the Payload Admin UI. [More](#views) |
| **`BeforeLogin`** | Array of components to inject into the built-in Login, _before_ the default login form. |
| **`AfterLogin`** | Array of components to inject into the built-in Login, _after_ the default login form. |
| **`logout.Button`** | A custom React component. |
| **`graphics.Icon`** | Used as a graphic within the `Nav` component. Often represents a condensed version of a full logo. |
| **`graphics.Logo`** | The full logo to be used in contexts like the `Login` view. |
| **`providers`** | Define your own provider components that will wrap the Payload Admin UI. [More](#custom-providers) |
| **`actions`** | Array of custom components to be rendered in the Payload Admin UI header, providing additional interactivity and functionality. |
| **`views`** | Override or create new views within the Payload Admin UI. [More](#views) |
Here is a full example showing how to swap some of these components for your own.
@@ -50,6 +51,7 @@ import {
MyCustomAccount,
MyCustomDashboard,
MyProvider,
MyCustomAdminAction,
} from './customComponents'
export default buildConfig({
@@ -60,6 +62,7 @@ export default buildConfig({
Icon: MyCustomIcon,
Logo: MyCustomLogo,
},
actions: [MyCustomAdminAction],
views: {
Account: MyCustomAccount,
Dashboard: MyCustomDashboard,
@@ -72,12 +75,12 @@ export default buildConfig({
#### Views
You can easily swap entire views with your own by using the `admin.components.views` property. At the root level, Payload renders the following views dy default, all of which can be overridden:
You can easily swap entire views with your own by using the `admin.components.views` property. At the root level, Payload renders the following views by default, all of which can be overridden:
| **`Account`** | The Account view is used to show the currently logged in user's Account page. |
| **`Dashboard`** | The main landing page of the Admin panel. |
To swap out any of these views, simply pass in your custom component to the `admin.components.views` property of your Payload config. For example:
@@ -96,7 +99,7 @@ To swap out any of these views, simply pass in your custom component to the `adm
}
```
For more granular control, pass a configuration object instead. Payload exposes all of the properties of `<Route />` component in [React Router v5](https://v5.reactrouter.com):
For more granular control, pass a configuration object instead. Each view corresponds to its own `<Route />` component in [React Router v5](https://v5.reactrouter.com). Payload exposes all of the properties of React Router:
@@ -129,13 +132,22 @@ To add a _new_ view to the Admin Panel, simply add another key to the `views` ob
}
```
<Banner type="warning">
<strong>Note:</strong>
<br />
Routes are cascading. This means that unless explicitly given the `exact` property, they will
match on URLs that simply _start_ with the route's path. This is helpful when creating catch-all
routes in your application. Alternatively, you could define your nested route _before_ your parent
route.
</Banner>
_For more examples regarding how to customize components, look at the following [examples](https://github.com/payloadcms/payload/tree/main/test/admin/components)._
For help on how to build your own custom view components, see [building a custom view component](#building-a-custom-view-component).
### Collections
You can override components on a collection-by-collection basis via their `admin` property.
You can override components on a collection-by-collection basis via the `admin.components` property.
To swap out entire views on collections, you can use the `admin.components.views` property on the collection's config. Payload renders the following views dy default, all of which can be overridden:
To swap out entire views on collections, you can use the `admin.components.views` property on the collection's config. Payload renders the following views by default, all of which can be overridden:
| **`Edit`** | The Edit view is used to edit a single document for a given collection. |
| **`List`** | The List view is used to show a list of documents for a given collection. |
To swap out any of these views, simply pass in your custom component to the `admin.components.views` property of your Payload config. This will replace the entire view, including the page breadcrumbs, title, tabs, etc, _as well as all nested routes_.
@@ -237,7 +249,11 @@ To swap out any of these views, simply pass in your custom component to the `adm
_For help on how to build your own custom view components, see [building a custom view component](#building-a-custom-view-component)._
To swap specific _nested_ views within the parent `Edit` view, you can use the `admin.components.views.Edit` property on the globals's config. This will only replace the nested view, leaving the page breadcrumbs, title, tabs, etc intact.
**Customizing Nested Views within 'Edit' in Collections**
The `Edit` view in collections consists of several nested views, each serving a unique purpose. You can customize these nested views using the `admin.components.views.Edit` property in the collection's configuration. This approach allows you to replace specific nested views while keeping the overall structure of the `Edit` view intact, including the page breadcrumbs, title, tabs, etc.
Here's an example of how you can customize nested views within the `Edit` view in collections, including the use of the `actions` property:
```ts
// Collection.ts
@@ -247,7 +263,29 @@ To swap specific _nested_ views within the parent `Edit` view, you can use the `
components: {
views: {
Edit: {
Default: MyCustomDefaultTab,
Default: {
Component: MyCustomDefaultTab,
actions: [CollectionEditButton], // Custom actions for the default edit view
},
API: {
Component: MyCustomAPIView,
actions: [CollectionAPIButton], // Custom actions for API view
},
LivePreview: {
Component: MyCustomLivePreviewView,
actions: [CollectionLivePreviewButton], // Custom actions for Live Preview
},
Version: {
Component: MyCustomVersionView,
actions: [CollectionVersionButton], // Custom actions for Version view
},
Versions: {
Component: MyCustomVersionsView,
actions: [CollectionVersionsButton], // Custom actions for Versions view
},
},
List: {
actions: [CollectionListButton],
},
},
},
@@ -255,27 +293,29 @@ To swap specific _nested_ views within the parent `Edit` view, you can use the `
}
```
**Adding New Tabs to 'Edit' View**
You can also add _new_ tabs to the `Edit` view by adding another key to the `components.views.Edit[key]` object with a `path` and `Component` property. See [Custom Tabs](#custom-tabs) for more information.
### Globals
As with Collections, you can override components on a global-by-global basis via their `admin` property.
As with Collections, you can override components on a global-by-global basis via the `admin.components` property.
| **`edit.SaveButton`** | Replace the default `Save` button with a custom component. Drafts must be disabled |
| **`edit.SaveDraftButton`** | Replace the default `Save Draft` button with a custom component. Drafts must be enabled and autosave must be disabled. |
| **`edit.PublishButton`** | Replace the default `Publish` button with a custom component. Drafts must be enabled. |
| **`edit.PreviewButton`** | Replace the default `Preview` button with a custom component. |
| **`views`** | Override or create new views within the Payload Admin UI. [More](#global-views) |
| **`elements.SaveButton`** | Replace the default `Save` button with a custom component. Drafts must be disabled |
| **`elements.SaveDraftButton`** | Replace the default `Save Draft` button with a custom component. Drafts must be enabled and autosave must be disabled. |
| **`elements.PublishButton`** | Replace the default `Publish` button with a custom component. Drafts must be enabled. |
| **`elements.PreviewButton`** | Replace the default `Preview` button with a custom component. |
| **`views`** | Override or create new views within the Payload Admin UI. [More](#global-views) |
#### Global views
To swap out views for globals, you can use the `admin.components.views` property on the global's config. Payload renders the following views dy default, all of which can be overridden:
To swap out views for globals, you can use the `admin.components.views` property on the global's config. Payload renders the following views by default, all of which can be overridden:
| **`Edit`** | The Edit view is used to edit a single document for a given Global. |
To swap out any of these views, simply pass in your custom component to the `admin.components.views` property of your Payload config. This will replace the entire view, including the page breadcrumbs, title, and tabs, _as well as all nested views_.
@@ -295,7 +335,11 @@ To swap out any of these views, simply pass in your custom component to the `adm
_For help on how to build your own custom view components, see [building a custom view component](#building-a-custom-view-component)._
To swap specific _nested_ views within the parent `Edit` view, you can use the `admin.components.views.Edit` property on the globals's config. This will only replace the nested view, leaving the page breadcrumbs, title, and tabs intact.
**Customizing Nested Views within 'Edit' in Globals**
Similar to collections, Globals allow for detailed customization within the `Edit` view. This includes the ability to swap specific nested views while maintaining the overall structure of the `Edit` view. You can use the `admin.components.views.Edit` property in the Globals configuration to achieve this, and this will only replace the nested view, leaving the page breadcrumbs, title, and tabs intact.
Here's how you can customize nested views within the `Edit` view in Globals, including the use of the `actions` property:
```ts
// Global.ts
@@ -305,7 +349,26 @@ To swap specific _nested_ views within the parent `Edit` view, you can use the `
components: {
views: {
Edit: {
Default: MyCustomDefaultTab,
Default: {
Component: MyCustomGlobalDefaultTab,
actions: [GlobalEditButton], // Custom actions for the default edit view
},
API: {
Component: MyCustomGlobalAPIView,
actions: [GlobalAPIButton], // Custom actions for API view
},
LivePreview: {
Component: MyCustomGlobalLivePreviewView,
actions: [GlobalLivePreviewButton], // Custom actions for Live Preview
},
Version: {
Component: MyCustomGlobalVersionView,
actions: [GlobalVersionButton], // Custom actions for Version view
},
Versions: {
Component: MyCustomGlobalVersionsView,
actions: [GlobalVersionsButton], // Custom actions for Versions view
},
},
},
},
@@ -317,15 +380,15 @@ You can also add _new_ tabs to the `Edit` view by adding another key to the `com
### Custom Tabs
You can easily swap individual collection or global edit views. To do this, pass an _object_ to the `admin.components.views.Edit` property of the config. Payload renders the following views dy default, all of which can be overridden:
You can easily swap individual collection or global edit views. To do this, pass an _object_ to the `admin.components.views.Edit` property of the config. Payload renders the following views by default, all of which can be overridden:
@@ -426,6 +490,15 @@ All Payload fields support the ability to swap in your own React components. So,
| **`Cell`** | Used in the `List` view's table to represent a table-based preview of the data stored in the field. [More](#cell-component) |
| **`Field`** | Swap out the field itself within all `Edit` views. [More](#field-component) |
As an alternative to replacing the entire Field component, you may want to keep the majority of the default Field component and only swap components within. This allows you to replace the **`Label`** or **`Error`** within a field component or add additional components inside the field with **`beforeInput`** or **`afterInput`**. **`beforeInput`** and **`afterInput`** are allowed in any fields that don't contain other fields, except [UI](/docs/fields/ui) and [Rich Text](/docs/fields/rich-text).
| **`showError`** | A boolean value that represents if the error should be shown. |
#### Example
```tsx
import React from 'react'
type Props = {
message: string
showError?: boolean
}
const CustomError: React.FC<Props> = (props) => {
const { message, showError } = props
if (showError) {
return <p style={{ color: 'red' }}>{message}</p>
} else return null
}
```
## afterInput and beforeInput
With these properties you can add multiple components before and after the input element. For example, you can add an absolutely positioned button to clear the current field value.
#### Example
```tsx
import React from 'react'
import { Field } from 'payload/types'
import './style.scss'
const ClearButton: React.FC = () => {
return (
<button
onClick={() => {
/* ... */
}}
>
X
</button>
)
}
const titleField: Field = {
name: 'title',
type: 'text',
admin: {
components: {
afterInput: [ClearButton],
},
},
}
export default titleField
```
## Custom providers
As your admin customizations gets more complex you may want to share state between fields or other components. You can add custom providers to do add your own context to any Payload app for use in other custom components within the admin panel. Within your config add `admin.components.providers`, these can be used to share context or provide other custom functionality. Read the [React context](https://reactjs.org/docs/context.html) docs to learn more.
@@ -500,21 +681,21 @@ To make use of Payload SCSS variables / mixins to use directly in your own compo
### Getting the current language
When developing custom components you can support multiple languages to be consistent with Payload's i18n support. The best way to do this is to add your translation resources to the [i18n configuration](https://payloadcms.com/docs/configuration/i18n) and import `useTranslation` from `react-i18next` in your components.
When developing custom components you can support multiple languages to be consistent with Payload's i18n support. The best way to do this is to add your translation resources to the [i18n configuration](https://payloadcms.com/docs/configuration/i18n) and import `useTranslation` from `@payloadcms/ui/providers/Translation` in your components.
For example:
```tsx
import { useTranslation } from 'react-i18next'
import { useTranslation } from '@payloadcms/ui/providers/Translation'
@@ -91,14 +91,35 @@ This way when your bundler goes to import a file that contains server-only modul
To remove files that contain server-only modules from your bundle, you can use an `alias`.
First create new file that exports an empty object:
```js
// mocks/emptyObject.js
In the Subscriptions config file above, we are importing the hook like so:
export default {}
```ts
// collections/Subscriptions/index.ts
import createStripeSubscription from './hooks/createStripeSubscription'
```
Then, in your Payload config, you can alias the file containing the server-only module to the mock module. For example, here's how you'd do this in Webpack:
By default the browser bundle will now include all the code from that file and any files down the tree. We know that the file imports `stripe`.
To fix this, we need to alias the `createStripeSubscription` file to a different file that can safely be included in the browser bundle.
First, we will create a mock file to replace the server-only file when bundling:
```js
// mocks/modules.js
export default {}
/**
* NOTE: if you are destructuring an import
* the mock file will need to export matching
* variables as the destructured object.
*
* export const namedExport = {}
*/
```
Aliasing with [Webpack](/docs/admin/webpack) can be done by:
```ts
// payload.config.ts
@@ -106,10 +127,16 @@ Then, in your Payload config, you can alias the file containing the server-only
import { buildConfig } from 'payload/config'
import { webpackBundler } from '@payloadcms/bundler-webpack'
import { Subscriptions } from './collections/Subscriptions'
Returns methods to set and get user preferences. More info can be found [here](https://payloadcms.com/docs/admin/preferences).
### useTheme
Returns the currently selected theme (`light`, `dark` or `auto`), a set function to update it and a boolean `autoMode`, used to determine if the theme value should be set automatically based on the user's device preferences.
```tsx
import { useTheme } from 'payload/components/utilities'
const MyComponent: React.FC = () => {
// highlight-start
const { autoMode, setTheme, theme } = useTheme()
// highlight-end
return (
<>
<span>
The current theme is {theme} and autoMode is {autoMode}
The `useDocumentEvents` hook provides a way of subscribing to cross-document events, such as updates made to nested documents within a drawer. This hook will report document events that are outside the scope of the document currently being edited. This hook provides the following:
| **`mostRecentUpdate`** | An object containing the most recently updated document. It contains the `entitySlug`, `id` (if collection), and `updatedAt` properties |
| **`reportUpdate`** | A method used to report updates to documents. It accepts the same arguments as the `mostRecentUpdate` property. |
**Example:**
```tsx
import { useDocumentEvents } from 'payload/components/hooks'
@@ -33,7 +33,7 @@ All options for the Admin panel are defined in your base Payload config file.
| `bundler` | The bundler that you would like to use to bundle the admin panel. Officially supported bundlers: [Webpack](/docs/admin/webpack) and [Vite](/docs/admin/vite). |
| `user` | The `slug` of a Collection that you want be used to log in to the Admin dashboard. [More](/docs/admin/overview#the-admin-user-collection) |
| `buildPath` | Specify an absolute path for where to store the built Admin panel bundle used in production. Defaults to `path.resolve(process.cwd(), 'build')`. |
| `meta` | Base meta data to use for the Admin panel. Included properties are `titleSuffix`, `ogImage`, and `favicon`. |
| `meta` | Base meta data to use for the Admin panel. Included properties are `titleSuffix`, `icons`, and `openGraph`. Can be overridden on a per collection or per global basis. |
| `disable` | If set to `true`, the entire Admin panel will be disabled. |
| `indexHTML` | Optionally replace the entirety of the `index.html` file used by the Admin panel. Reference the [base index.html file](https://github.com/payloadcms/payload/blob/main/packages/payload/src/admin/index.html) to ensure your replacement has the appropriate HTML elements. |
| `css` | Absolute path to a stylesheet that you can use to override / customize the Admin panel styling. [More](/docs/admin/customizing-css). |
@@ -45,8 +45,7 @@ All options for the Admin panel are defined in your base Payload config file.
| `components` | Component overrides that affect the entirety of the Admin panel. [More](/docs/admin/components) |
| `webpack` | Customize the Webpack config that's used to generate the Admin panel. [More](/docs/admin/webpack) |
| `vite` | Customize the Vite config that's used to generate the Admin panel. [More](/docs/admin/vite) |
| `logoutRoute` | The route for the `logout` page. |
| `inactivityRoute` | The route for the `logout` inactivity page. |
| `routes` | Replace built-in Admin Panel routes with your own custom routes. I.e. `{ logout: '/custom-logout', inactivity: 'custom-inactivity' }` |
The Vite bundler is currently in beta. If you would like to help us test this package, we'd love
to hear from you if you find any [bugs or issues](https://github.com/payloadcms/payload/issues/)!
</Banner>
Payload has a Vite bundler that you can install and bundle the Admin Panel with. This is an alternative to the [Webpack](/docs/admin/webpack) bundler and might give some performance boosts to your development workflow.
To use Vite as your bundler, first you need to install the package:
@@ -13,26 +18,80 @@ To use Vite as your bundler, first you need to install the package:
yarn add @payloadcms/bundler-vite
```
<Banner>
The Vite bundler is currently in beta. If you would like to help us test this package, we'd love to hear if you find any bugs or issues!
</Banner>
Then you will need to add the [bundler](/docs/admin/bundlers) to your Payload config:
```ts
import { buildConfig } from '@payloadcms/config'
import { viteBundler } from '@payloadcms/bundler-vite'
export default buildConfig({
collections: [],
admin: {
bundler: viteBundler(),
},
})
```
Vite works fundamentally differently than Webpack. In development mode, it will first pre-bundle any of your dependencies that are CommonJS-only, and then it'll leverage ESM directly in your browser for a better HMR experience.
It then uses Rollup to create production builds of your admin UI. With Vite, you should see a decent performance boost—especially after your first cold start. However, that first cold start might take a few more seconds.
<Banner type="warning">
In most cases, Vite should work out of the box. But existing Payload plugins may need to make compatibility changes to support Vite.
In most cases, Vite should work out of the box. But existing Payload plugins may need to make
compatibility changes to support Vite.
</Banner>
This is because Vite aliases work fundamentally differently than Webpack aliases, and Payload relies on aliasing server-only code out of the Payload config to ensure that the bundled admin JS works within your browser.
Here are the main differences between how Vite aliases work and how Webpack aliases work.
**Vite aliases do not work with absolute paths.**
**Vite aliases do not work with absolute paths.**
In Vite, an alias will only match if the `find` property _exactly matches_ how you are importing your server-only file. So if you are importing a file with a relative path, i.e. `'../../my-module'`, and your alias is absolute, your alias will not work.
In Vite, alias keys must <strong>exactly match</strong> a import paths. If you have 2 files that import the same server-only module, but have different import paths, you would need to add 2 aliases to support both import paths.
```ts
// File A
import serverOnlyModule from '../server-only-module'
// File B
import serverOnlyModule from '../../server-only-module'
// payload.config.ts
// You would need to add 2 aliases to support both import paths
@@ -58,7 +118,7 @@ This will effectively alias the entire plugin and work with Vite. If the plugin
### Extending the Vite config
The Payload config supports a new property for plugins to be able to extend the Vite config specifically. That property exists on the main Payload config under `admin.vite`.
The Payload config supports a new property for plugins to be able to extend the Vite config specifically. That property exists on the main Payload config under `admin.vite`. You can check out the [Vite docs](https://vitejs.dev/config/shared-options.html) for more information on what you can do with the Vite config.
It's a function that takes a Vite config, and returns an updated Vite config. Here's an example:
@@ -66,17 +126,38 @@ It's a function that takes a Vite config, and returns an updated Vite config. He
Learn more about [aliasing server-only modules](https://payloadcms.com/docs/admin/excluding-server-code#aliasing-server-only-modules).
Even though there is a new property for Vite configs specifically, we have implemented some "compatibility" between Webpack and Vite out-of-the-box.
If your config specifies Webpack aliases, we attempt to leverage them automatically within the Vite config. They are merged into the Vite alias configuration seamlessly and may work out-of-the-box.
If your config specifies Webpack aliases, we attempt to leverage them automatically within the Vite config. They are merged into the Vite alias configuration seamlessly and may work out-of-the-box.
@@ -45,6 +45,14 @@ To enable API keys on a collection, set the `useAPIKey` auth option to `true`. F
your API keys will not be.
</Banner>
<Banner type="warning">
<strong>Important:</strong>
If you change your `PAYLOAD_SECRET`, you will need to regenerate your API keys.
<br />
The secret key is used to encrypt the API keys, so if you change the secret, existing API keys will
no longer be valid.
</Banner>
#### Authenticating via API Key
To authenticate REST or GraphQL API requests using an API key, set the `Authorization` header. The header is case-sensitive and needs the slug of the `auth.useAPIKey` enabled collection, then " API-Key ", followed by the `apiKey` that has been assigned. Payload's built-in middleware will then assign the user document to `req.user` and handle requests with the proper access control. By doing this, Payload recognizes the request being made as a request by the user associated with that API key.
@@ -82,7 +77,7 @@ Once enabled, each document that is created within the Collection can be thought
### Token-based auth
Successfully logging in returns a `JWT` (JSON web token) which is how a user will identify themselves to Payload. By providing this JWT via either an HTTP-only cookie or an `Authorization` header, Payload will automatically identify the user and add its user JWT data to the Express `req`, which is available throughout Payload including within access control, hooks, and more.
Successfully logging in returns a `JWT` (JSON web token) which is how a user will identify themselves to Payload. By providing this JWT via either an HTTP-only cookie or an `Authorization: JWT` or `Authorization: Bearer` header, Payload will automatically identify the user and add its user JWT data to the Express `req`, which is available throughout Payload including within access control, hooks, and more.
You can specify what data gets encoded to the JWT token by setting `saveToJWT` to true in your auth collection fields. If you wish to use a different key other than the field `name`, you can provide it to `saveToJWT` as a string. It is also possible to use `saveToJWT` on fields that are nested in inside groups and tabs. If a group has a `saveToJWT` set it will include the object with all sub-fields in the token. You can set `saveToJWT: false` for any fields you wish to omit. If a field inside a group has `saveToJWT` set, but the group does not, the field will be included at the top level of the token.
@@ -30,6 +30,26 @@ Payload Cloud gives you S3 file storage backed by Cloudflare as a CDN, and this
AWS Cognito is used for authentication to your S3 bucket. The[Payload Cloud Plugin](https://github.com/payloadcms/plugin-cloud)will automatically pick up these values. These values are only if you'd like to access your files directly, outside of Payload Cloud.
#### Accessing Files Outside of Payload Cloud
If you'd like to access your files outside of Payload Cloud, you'll need to retrieve some values from your project's settings and put them into your environment variables. In Payload Cloud, navigate to the File Storage tab and copy the values using the copy button. Put these values in your .env file. Also copy the Cognito Password value separately and put into your .env file as well.
When you are done, you should have the following values in your .env file:
```env
PAYLOAD_CLOUD=true
PAYLOAD_CLOUD_ENVIRONMENT=prod
PAYLOAD_CLOUD_COGNITO_USER_POOL_CLIENT_ID=
PAYLOAD_CLOUD_COGNITO_USER_POOL_ID=
PAYLOAD_CLOUD_COGNITO_IDENTITY_POOL_ID=
PAYLOAD_CLOUD_PROJECT_ID=
PAYLOAD_CLOUD_BUCKET=
PAYLOAD_CLOUD_BUCKET_REGION=
PAYLOAD_CLOUD_COGNITO_PASSWORD=
```
The plugin will pick up these values and use them to access your files.
### Build Settings
You can update settings from your Project’s Settings tab. Changes to your build settings will trigger a redeployment of your project.
| **`slug`** \* | Unique, URL-friendly string that will act as an identifier for this Collection. |
| **`fields`** \* | Array of field types that will determine the structure and functionality of the data stored within this Collection. [Click here](/docs/fields/overview) for a full list of field types as well as how to configure them. |
| **`labels`** | Singular and plural labels for use in identifying this Collection throughout Payload. Auto-generated from slug if not defined. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-options). |
| **`hooks`** | Entry points to "tie in" to Collection actions at specific points. [More](/docs/hooks/overview#collection-hooks) |
| **`access`** | Provide access control functions to define exactly who should be able to do what with Documents in this Collection. [More](/docs/access-control/overview/#collections) |
| **`auth`** | Specify options if you would like this Collection to feature authentication. For more, consult the [Authentication](/docs/authentication/config) documentation. |
| **`upload`** | Specify options if you would like this Collection to support file uploads. For more, consult the [Uploads](/docs/upload/overview) documentation. |
| **`timestamps`** | Set to false to disable documents' automatically generated `createdAt` and `updatedAt` timestamps. |
| **`versions`** | Set to true to enable default options, or configure with object properties. [More](/docs/versions/overview#collection-config) |
| **`endpoints`** | Add custom routes to the REST API. Set to `false` to disable routes. [More](/docs/rest-api/overview#custom-endpoints) |
| **`graphQL`** | An object with `singularName` and `pluralName` strings used in schema generation. Auto-generated from slug if not defined. Set to `false` to disable GraphQL. |
| **`typescript`** | An object with property `interface` as the text used in schema generation. Auto-generated from slug if not defined. |
| **`defaultSort`** | Pass a top-level field to sort by default in the collection List view. Prefix the name of the field with a minus symbol ("-") to sort in descending order. |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`slug`** \* | Unique, URL-friendly string that will act as an identifier for this Collection. |
| **`fields`** \* | Array of field types that will determine the structure and functionality of the data stored within this Collection. [Click here](/docs/fields/overview) for a full list of field types as well as how to configure them. |
| **`labels`** | Singular and plural labels for use in identifying this Collection throughout Payload. Auto-generated from slug if not defined. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-options). |
| **`hooks`** | Entry points to "tie in" to Collection actions at specific points. [More](/docs/hooks/overview#collection-hooks) |
| **`access`** | Provide access control functions to define exactly who should be able to do what with Documents in this Collection. [More](/docs/access-control/overview/#collections) |
| **`auth`** | Specify options if you would like this Collection to feature authentication. For more, consult the [Authentication](/docs/authentication/config) documentation. |
| **`upload`** | Specify options if you would like this Collection to support file uploads. For more, consult the [Uploads](/docs/upload/overview) documentation. |
| **`timestamps`** | Set to false to disable documents' automatically generated `createdAt` and `updatedAt` timestamps. |
| **`versions`** | Set to true to enable default options, or configure with object properties. [More](/docs/versions/overview#collection-config) |
| **`endpoints`** | Add custom routes to the REST API. Set to `false` to disable routes. [More](/docs/rest-api/overview#custom-endpoints) |
| **`graphQL`** | An object with `singularName` and `pluralName` strings used in schema generation. Auto-generated from slug if not defined. Set to `false` to disable GraphQL. |
| **`typescript`** | An object with property `interface` as the text used in schema generation. Auto-generated from slug if not defined. |
| **`disableDuplicate`** | When true, do not show the "Duplicate" button while editing documents within this collection and prevent `duplicate` from all APIs. |
| **`defaultSort`** | Pass a top-level field to sort by default in the collection List view. Prefix the name of the field with a minus symbol ("-") to sort in descending order. |
| **`dbName`** | Custom table or collection name depending on the database adapter. Auto-generated from slug if not defined.
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
| `group` | Text used as a label for grouping collection and global links together in the navigation. |
| `hidden` | Set to true or a function, called with the current user, returning true to exclude this collection from navigation and admin routing. |
| `hooks` | Admin-specific hooks for this collection. [More](#admin-hooks) |
| `useAsTitle` | Specify a top-level field to use for a document title throughout the Admin panel. If no field is defined, the ID of the document is used as the title. |
| `description` | Text or React component to display below the Collection label in the List view to give editors more information. |
| `defaultColumns` | Array of field names that correspond to which columns to show by default in this collection's List view. |
| `disableDuplicate ` | Disables the "Duplicate" button while editing documents within this collection. |
| `hideAPIURL` | Hides the "API URL" meta field while editing documents within this collection. |
| `enableRichTextLink` | The [Rich Text](/docs/fields/rich-text) field features a `Link` element which allows for users to automatically reference related documents within their rich text. Set to `true` by default. |
| `enableRichTextRelationship` | The [Rich Text](/docs/fields/rich-text) field features a `Relationship` element which allows for users to automatically reference related documents within their rich text. Set to `true` by default. |
| `meta` | Metadata overrides to apply to the [Admin panel](../admin/overview). Included properties are `description` and `openGraph`. |
| `preview` | Function to generate preview URLS within the Admin panel that can point to your app. [More](#preview). |
| `livePreview` | Enable real-time editing for instant visual feedback of your front-end application. [More](/docs/live-preview/overview). |
| `components` | Swap in your own React components to be used within this collection. [More](/docs/admin/components#collections) |
@@ -26,6 +26,7 @@ As with Collection configs, it's often best practice to write your Globals in se
| **`graphQL.name`** | Text used in schema generation. Auto-generated from slug if not defined. |
| **`typescript`** | An object with property `interface` as the text used in schema generation. Auto-generated from slug if not defined. |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`dbName`** | Custom table or collection name for this global depending on the database adapter. Auto-generated from slug if not defined.
_\* An asterisk denotes that a property is required._
@@ -59,20 +60,21 @@ export default Nav
#### Global config example
You can find an [example Global config](https://github.com/payloadcms/public-demo/blob/master/src/globals/MainMenu.ts) in the Public Demo source code on GitHub.
You can find a few [example Global configs](https://github.com/payloadcms/public-demo/tree/master/src/payload/globals) in the Public Demo source code on GitHub.
### Admin options
You can customize the way that the Admin panel behaves on a Global-by-Global basis by defining the `admin` property on a Global's config.
Not only does Payload support managing localized content, it also has internationalization support so that admin users can work in their preferred language. Payload's i18n support is built on top of [i18next](https://www.i18next.com). It comes included by default and can be extended in your config.
Not only does Payload support managing localized content, it also has internationalization support so that admin users can work in their preferred language. It comes included by default and can be extended in your config.
While Payload's built-in features come translated, you may want to also translate parts of your project's configuration too. This is possible in places like collections and globals labels and groups, field labels, descriptions and input placeholder text. The admin UI will display all the correct translations you provide based on the user's language.
@@ -72,9 +72,7 @@ After a user logs in, they can change their language selection in the `/account`
Payload's backend uses express middleware to set the language on incoming requests before they are handled. This allows backend validation to return error messages in the user's own language or system generated emails to be sent using the correct translation. You can make HTTP requests with the `accept-language` header and Payload will use that language.
Anywhere in your Payload app that you have access to the `req` object, you can access i18next's extensive internationalization features assigned to `req.i18n`. To access text translations you can use `req.t('namespace:key')`.
Read the i18next [API documentation](https://www.i18next.com/overview/api) to learn more.
Anywhere in your Payload app that you have access to the `req` object, you can access payload's extensive internationalization features assigned to `req.i18n`. To access text translations you can use `req.t('namespace:key')`.
### Configuration Options
@@ -88,9 +86,8 @@ import { buildConfig } from 'payload/config'
export default buildConfig({
//...
i18n: {
fallbackLng: 'en', // default
debug: false, // default
resources: {
fallbackLanguage: 'en', // default
translations: {
en: {
custom: {
// namespace can be anything you want
@@ -107,4 +104,63 @@ export default buildConfig({
})
```
See the i18next [configuration options](https://www.i18next.com/overview/configuration-options) to learn more.
## Types for custom translations
In order to use custom translations in your project, you need to provide the types for the translations. Here is an example of how you can define the types for the custom translations in a custom react component:
```ts
'use client'
import type { NestedKeysStripped } from '@payloadcms/translations'
import type React from 'react'
import { useTranslation } from '@payloadcms/ui/providers/Translation'
const customTranslations = {
en: {
general: {
test: 'Custom Translation',
},
},
}
type CustomTranslationObject = typeof customTranslations.en
type CustomTranslationKeys = NestedKeysStripped<CustomTranslationObject>
export const MyComponent: React.FC = () => {
const { i18n, t } = useTranslation<CustomTranslationObject, CustomTranslationKeys>() // These generics merge your custom translations with the default client translations
return t('general:test')
}
```
Additionally, payload exposes the `t` function in various places, for example in labels. Here is how you would type those:
```ts
import type {
DefaultTranslationKeys,
NestedKeysStripped,
TFunction,
} from '@payloadcms/translations'
import type { Field } from 'payload/types'
const customTranslations = {
en: {
general: {
test: 'Custom Translation',
},
},
}
type CustomTranslationObject = typeof customTranslations.en
type CustomTranslationKeys = NestedKeysStripped<CustomTranslationObject>
const field: Field = {
name: 'myField',
type: 'text',
label: (
{ t }: { t: TFunction<CustomTranslationKeys | DefaultTranslationKeys> }, // The generic passed to TFunction does not automatically merge the custom translations with the default translations. We need to merge them ourselves here
Payload features deep field-based localization support. Maintaining as many locales as you need is easy. All localization support is opt-in by default. To do so, follow the two steps below.
Payload features deep field-based localization support. Maintaining as many locales as you need is easy. All
localization support is opt-in by default. To do so, follow the two steps below.
### Enabling in the Payload config
Add the `localization` property to your Payload config to enable localization project-wide. You'll need to provide a list of all locales that you'd like to support as well as set a few other options.
Add the `localization` property to your Payload config to enable localization project-wide. You'll need to provide a
list of all locales that you'd like to support as well as set a few other options.
**Example Payload config set up for localization:**
@@ -47,7 +49,8 @@ export default buildConfig({
{
label: 'Arabic',
code: 'ar',
// opt-in to setting default text-alignment on Input fields to rtl (right-to-left) when current locale is rtl
// opt-in to setting default text-alignment on Input fields to rtl (right-to-left)
// when current locale is rtl
rtl: true,
},
],
@@ -57,23 +60,75 @@ export default buildConfig({
})
```
**Example Payload config set up for localization with full locales objects (
including [internationalization](/docs/configuration/i18n) support):**
```ts
import { buildConfig } from 'payload/config'
export default buildConfig({
collections: [
// collections go here
],
localization: {
locales: [
{
label: {
en: 'English', // English label
nb: 'Engelsk', // Norwegian label
},
code: 'en',
},
{
label: {
en: 'Norwegian', // English label
nb: 'Norsk', // Norwegian label
},
code: 'nb',
},
],
defaultLocale: 'en',
fallback: true,
},
})
```
**Here is a brief explanation of each of the options available within the `localization` property:**
**`locales`**
Array-based list of all locales that you would like to support. These can be strings of locale codes or objects with a `label`, a locale `code`, and the `rtl` (right-to-left) property. The locale codes do not need to be in any specific format. It's up to you to define how to represent your locales. Common patterns are to use two-letter ISO 639 language codes or four-letter language and country codes (ISO 3166‑1) such as `en-US`, `en-UK`, `es-MX`, etc.
Array-based list of all the languages that you would like to support. This can be an array containing strings for each
language code you want your project to store and serve or objects with a `label`, a locale `code`, `rtl` (
right-to-left), and `fallbackLocale` property. The locale codes do not need to be in any specific format. It's up to you
to define how to represent your locales. Common patterns are to use two-letter ISO 639 language codes or four-letter
language and country codes (ISO 3166‑1) such as `en-US`, `en-UK`, `es-MX`, etc.
| **`code`** \* | Unique code to identify the language throughout the APIs for `locale` and `fallbackLocale` |
| **`label`** | A string to use for the selector when choosing a language, or an object keyed on the i18n keys for different languages in use. |
| **`rtl`** | A boolean that when true will make the admin UI display in Right-To-Left. |
| **`fallbackLocale`** | The code for this language to fallback to when properties of a document are not present. |
_\* An asterisk denotes that a property is required._
**`defaultLocale`**
Required string that matches one of the locale codes from the array provided. By default, if no locale is specified, documents will be returned in this locale.
Required string that matches one of the locale codes from the array provided. By default, if no locale is specified,
documents will be returned in this locale.
**`fallback`**
Boolean enabling "fallback" locale functionality. If a document is requested in a locale, but a field does not have a localized value corresponding to the requested locale, then if this property is enabled, the document will automatically fall back to the fallback locale value. If this property is not enabled, the value will not be populated.
Boolean enabling "fallback" locale functionality. If a document is requested in a locale, but a field does not have a
localized value corresponding to the requested locale, then if this property is enabled, the document will automatically
fall back to the fallback locale value. If this property is not enabled, the value will not be populated.
### Field by field localization
Payload localization works on a **field** level—not a document level. In addition to configuring the base Payload config to support localization, you need to specify each field that you would like to localize.
Payload localization works on a **field** level—not a document level. In addition to configuring the base Payload config
to support localization, you need to specify each field that you would like to localize.
**Here is an example of how to enable localization for a field:**
@@ -87,9 +142,11 @@ Payload localization works on a **field** level—not a document level. In addit
}
```
With the above configuration, the `title` field will now be saved in the database as an object of all locales instead of a single string.
With the above configuration, the `title` field will now be saved in the database as an object of all locales instead of
a single string.
All field types with a `name` property support the `localized` property—even the more complex field types like `array`s and `block`s.
All field types with a `name` property support the `localized` property—even the more complex field types like `array`s
and `block`s.
<Banner>
<strong>Note:</strong>
@@ -111,7 +168,8 @@ All field types with a `name` property support the `localized` property—even t
### Retrieving localized docs
When retrieving documents, you can specify which locale you'd like to receive as well as which fallback locale should be used.
When retrieving documents, you can specify which locale you'd like to receive as well as which fallback locale should be
used.
##### REST API
@@ -123,7 +181,8 @@ Specify your desired locale by providing the `locale` query parameter directly i
**`?fallback-locale=`**
Specify fallback locale to be used by providing the `fallback-locale` query parameter. This can be provided as either a valid locale as provided to your base Payload config, or `'null'`, `'false'`, or `'none'` to disable falling back.
Specify fallback locale to be used by providing the `fallback-locale` query parameter. This can be provided as either a
valid locale as provided to your base Payload config, or `'null'`, `'false'`, or `'none'` to disable falling back.
In the GraphQL API, you can specify `locale` and `fallbackLocale` args to all relevant queries and mutations.
The `locale` arg will only accept valid locales, but locales will be formatted automatically as valid GraphQL enum values (dashes or special characters will be converted to underscores, spaces will be removed, etc.). If you are curious to see how locales are auto-formatted, you can use the [GraphQL playground](/docs/graphql/overview#graphql-playground).
The `locale` arg will only accept valid locales, but locales will be formatted automatically as valid GraphQL enum
values (dashes or special characters will be converted to underscores, spaces will be removed, etc.). If you are curious
to see how locales are auto-formatted, you can use the [GraphQL playground](/docs/graphql/overview#graphql-playground).
The `fallbackLocale` arg will accept valid locales as well as `none` to disable falling back.
@@ -159,7 +220,9 @@ query {
##### Local API
You can specify `locale` as well as `fallbackLocale` within the Local API as well as properties on the `options` argument. The `locale` property will accept any valid locale, and the `fallbackLocale` property will accept any valid locale as well as `'null'`, `'false'`, `false`, and `'none'`.
You can specify `locale` as well as `fallbackLocale` within the Local API as well as properties on the `options`
argument. The `locale` property will accept any valid locale, and the `fallbackLocale` property will accept any valid
locale as well as `'null'`, `'false'`, `false`, and `'none'`.
| `admin` \* | Base Payload admin configuration. Specify bundler*, custom components, control metadata, set the Admin user collection, and [more](/docs/admin/overview#admin-options). Required. |
| `editor` \* | Rich Text Editor which will be used by richText fields. Required. |
| `db` \* | Database Adapter which will be used by Payload. Read more [here](/docs/database/overview). Required. |
| `serverURL` | A string used to define the absolute URL of your app including the protocol, for example `https://example.com`. No paths allowed, only protocol, domain and (optionally) port |
| `collections` | An array of all Collections that Payload will manage. To read more about how to define your collection configs, [click here](/docs/configuration/collections). |
| `globals` | An array of all Globals that Payload will manage. For more on Globals and their configs, [click here](/docs/configuration/globals). |
| `cors` | Either a whitelist array of URLS to allow CORS requests from, or a wildcard string (`'*'`) to accept incoming requests from any domain. |
| `localization` | Opt-in and control how Payload handles the translation of your content into multiple locales. [More](/docs/configuration/localization) |
| `graphQL` | Manage GraphQL-specific functionality here. Define your own queries and mutations, manage query complexity limits, and [more](/docs/graphql/overview#graphql-options). |
| `cookiePrefix` | A string that will be prefixed to all cookies that Payload sets. |
| `csrf` | A whitelist array of URLs to allow Payload cookies to be accepted from as a form of CSRF protection. [More](/docs/authentication/overview#csrf-protection) |
| `defaultDepth` | If a user does not specify `depth` while requesting a resource, this depth will be used. [More](/docs/getting-started/concepts#depth) |
| `maxDepth` | The maximum allowed depth to be permitted application-wide. This setting helps prevent against malicious queries. Defaults to `10`. |
| `indexSortableFields` | Automatically index all sortable top-level fields in the database to improve sort performance and add database compatibility for Azure Cosmos and similar. |
| `upload` | Base Payload upload configuration. [More](/docs/upload/overview#payload-wide-upload-options). |
| `routes` | Control the routing structure that Payload binds itself to. Specify `admin`, `api`, `graphQL`, and `graphQLPlayground`. |
| `email` | Base email settings to allow Payload to generate email such as Forgot Password requests and other requirements. [More](/docs/email/overview#configuration) |
| `express` | Express-specific middleware options such as compression and JSON parsing. [More](/docs/configuration/express) |
| `debug` | Enable to expose more detailed error information. |
| `rateLimit` | Control IP-based rate limiting for all Payload resources. Used to prevent DDoS attacks and [more](/docs/production/preventing-abuse#rate-limiting-requests). |
| `hooks` | Tap into Payload-wide hooks. [More](/docs/hooks/overview) |
| `plugins` | An array of Payload plugins. [More](/docs/plugins/overview) |
| `endpoints` | An array of custom API endpoints added to the Payload router. [More](/docs/rest-api/overview#custom-endpoints) |
| `custom` | Extension point for adding custom data (e.g. for plugins) |
| `admin` \* | Base Payload admin configuration. Specify bundler\*, custom components, control metadata, set the Admin user collection, and [more](/docs/admin/overview#admin-options). Required. |
| `editor` \* | Rich Text Editor which will be used by richText fields. Required. |
| `db` \* | Database Adapter which will be used by Payload. Read more [here](/docs/database/overview). Required. |
| `serverURL` | A string used to define the absolute URL of your app including the protocol, for example `https://example.com`. No paths allowed, only protocol, domain and (optionally) port |
| `collections` | An array of all Collections that Payload will manage. To read more about how to define your collection configs, [click here](/docs/configuration/collections). |
| `globals` | An array of all Globals that Payload will manage. For more on Globals and their configs, [click here](/docs/configuration/globals). |
| `cors` | Either a whitelist array of URLS to allow CORS requests from, or a wildcard string (`'*'`) to accept incoming requests from any domain. |
| `localization` | Opt-in and control how Payload handles the translation of your content into multiple locales. [More](/docs/configuration/localization) |
| `graphQL` | Manage GraphQL-specific functionality here. Define your own queries and mutations, manage query complexity limits, and [more](/docs/graphql/overview#graphql-options). |
| `cookiePrefix` | A string that will be prefixed to all cookies that Payload sets. |
| `csrf` | A whitelist array of URLs to allow Payload cookies to be accepted from as a form of CSRF protection. [More](/docs/authentication/overview#csrf-protection) |
| `defaultDepth` | If a user does not specify `depth` while requesting a resource, this depth will be used. [More](/docs/getting-started/concepts#depth) |
| `maxDepth` | The maximum allowed depth to be permitted application-wide. This setting helps prevent against malicious queries. Defaults to `10`. |
| `indexSortableFields` | Automatically index all sortable top-level fields in the database to improve sort performance and add database compatibility for Azure Cosmos and similar. |
| `upload` | Base Payload upload configuration. [More](/docs/upload/overview#payload-wide-upload-options). |
| `routes` | Control the routing structure that Payload binds itself to. Specify `admin`, `api`, `graphQL`, and `graphQLPlayground`. |
| `email` | Base email settings to allow Payload to generate email such as Forgot Password requests and other requirements. [More](/docs/email/overview#configuration) |
| `express` | Express-specific middleware options such as compression and JSON parsing. [More](/docs/configuration/express) |
| `debug` | Enable to expose more detailed error information. |
| `rateLimit` | Control IP-based rate limiting for all Payload resources. Used to prevent DDoS attacks and [more](/docs/production/preventing-abuse#rate-limiting-requests). |
| `hooks` | Tap into Payload-wide hooks. [More](/docs/hooks/overview) |
| `plugins` | An array of Payload plugins. [More](/docs/plugins/overview) |
| `endpoints` | An array of custom API endpoints added to the Payload router. [More](/docs/rest-api/overview#custom-endpoints) |
| `custom` | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
@@ -108,7 +108,7 @@ export default buildConfig({
#### Full example config
You can see a full [example config](https://github.com/payloadcms/public-demo/blob/master/src/payload.config.ts) in the Public Demo source code on GitHub.
You can see a full [example config](https://github.com/payloadcms/public-demo/blob/master/src/payload/payload.config.ts) in the Public Demo source code on GitHub.
desc: Payload features first-party database migrations all done in TypeScript.
---
Payload exposes a full suite of migration controls available for your use. Migration commands are accessible via the `npm run payload` command in your project directory.
Payload exposes a full suite of migration controls available for your use. Migration commands are accessible via
the `npm run payload` command in your project directory.
Ensure you have an npm script called "payload" in your `package.json` file.
@@ -19,34 +20,50 @@ Ensure you have an npm script called "payload" in your `package.json` file.
```
<Banner>
Note that you need to run Payload migrations through the package manager that you are using, because Payload should not be globally installed on your system.
Note that you need to run Payload migrations through the package manager that you are using,
because Payload should not be globally installed on your system.
</Banner>
### Migration file contents
Payload stores all created migrations in a folder that you can specify. By default, migrations are stored in `./src/migrations`.
Payload stores all created migrations in a folder that you can specify. By default, migrations are stored
in `./src/migrations`.
A migration file has two exports - an `up` function, which is called when a migration is executed, and a `down` function that will be called if for some reason the migration fails to complete successfully. The `up` function should contain all changes that you attempt to make within the migration, and the `down` should ideally revert any changes you make.
A migration file has two exports - an `up` function, which is called when a migration is executed, and a `down` function
that will be called if for some reason the migration fails to complete successfully. The `up` function should contain
all changes that you attempt to make within the migration, and the `down` should ideally revert any changes you make.
For an added level of safety, migrations should leverage Payload [transactions](/docs/database/transactions).
For an added level of safety, migrations should leverage Payload [transactions](/docs/database/transactions). Migration
functions should make use of the `req` by adding it to the arguments of your payload local API calls such
as `payload.create` and database adapter methods like `payload.db.create`.
Here is an example migration file:
```ts
import { MigrateUpArgs, MigrateDownArgs } from '@payloadcms/your-db-adapter'
export async function up({ payload }: MigrateUpArgs): Promise<void> {
export async function up({ payload, req }: MigrateUpArgs): Promise<void> {
// Perform changes to your database here.
// You have access to `payload` as an argument, and
// everything is done in TypeScript.
};
}
export async function down({ payload }: MigrateDownArgs): Promise<void> {
export async function down({ payload, req }: MigrateDownArgs): Promise<void> {
// Do whatever you need to revert changes if the `up` function fails
};
}
```
All database adapters should implement similar migration patterns, but there will be small differences based on the adapter and its specific needs. Below is a list of all migration commands that should be supported by your database adapter.
### Migrations Directory
Each DB adapter has an optional property `migrationDir` where you can override where you want your migrations to be
stored/read. If this is not specified, Payload will check the default and possibly make a best effort to find your
migrations directory by searching in common locations ie. `./src/migrations`, `./dist/migrations`, `./migrations`, etc.
All database adapters should implement similar migration patterns, but there will be small differences based on the
adapter and its specific needs. Below is a list of all migration commands that should be supported by your database
adapter.
## Commands
### Migrate
@@ -58,7 +75,8 @@ npm run payload migrate
### Create
Create a new migration file in the migrations directory. You can optionally name the migration that will be created. By default, migrations will be named using a timestamp.
Create a new migration file in the migrations directory. You can optionally name the migration that will be created. By
default, migrations will be named using a timestamp.
```text
npm run payload migrate:create optional-name-here
@@ -66,7 +84,8 @@ npm run payload migrate:create optional-name-here
### Status
The `migrate:status` command will check the status of migrations and output a table of which migrations have been run, and which migrations have not yet run.
The `migrate:status` command will check the status of migrations and output a table of which migrations have been run,
To use Payload with MongoDB, install the package `@payloadcms/db-mongodb`. It will come with everything you need to store your Payload data in MongoDB.
To use Payload with MongoDB, install the package `@payloadcms/db-mongodb`. It will come with everything you need to
store your Payload data in MongoDB.
Then from there, pass it to your Payload config as follows:
| `autoPluralization` | Tell Mongoose to auto-pluralize any collection names if it encounters any singular words used as collection `slug`s. |
| `connectOptions` | Customize MongoDB connection options. Payload will connect to your MongoDB database using default options which you can override and extend to include all the [options](https://mongoosejs.com/docs/connections.html#options) available to mongoose. |
| `migrationDir` | Customize the directory that migrations are stored. |
| `autoPluralization` | Tell Mongoose to auto-pluralize any collection names if it encounters any singular words used as collection `slug`s. |
| `connectOptions` | Customize MongoDB connection options. Payload will connect to your MongoDB database using default options which you can override and extend to include all the [options](https://mongoosejs.com/docs/connections.html#options) available to mongoose. |
| `disableIndexHints` | Set to true to disable hinting to MongoDB to use 'id' as index. This is currently done when counting documents for pagination, as it increases the speed of the count function used in that query. Disabling this optimization might fix some problems with AWS DocumentDB. Defaults to false |
| `migrationDir` | Customize the directory that migrations are stored. |
| `transactionOptions` | An object with configuration properties used in [transactions](https://www.mongodb.com/docs/manual/core/transactions/) or `false` which will disable the use of transactions. | |
### Access to Mongoose models
After Payload is initialized, this adapter exposes all of your Mongoose models and they are available for you to work with directly.
After Payload is initialized, this adapter exposes all of your Mongoose models and they are available for you to work
@@ -42,15 +42,15 @@ You should prefer a relational DB like Postgres if:
#### Differences in Payload features
It's important to note that almost everything Payload does is available in all of our officially supported database adapters, including localization, arrays, blocks, etc.
It's important to note that almost everything Payload does is available in all of our officially supported database adapters, including localization, arrays, blocks, etc.
The only thing that is not supported in Postgres yet is the [Point field](/docs/fields/point), but that should be added soon.
The only thing that is not supported in Postgres yet is the [Point field](/docs/fields/point), but that should be added soon.
It's up to you to choose which database you would like to use.
## Configuration
To configure the database for your Payload application, an adapter can be assigned to `config.db`. This property is required within your Payload config.
To configure the database for your Payload application, an adapter can be assigned to `config.db`. This property is required within your Payload config.
To use Payload with Postgres, install the package `@payloadcms/db-postgres`. It leverages Drizzle ORM and `node-postgres` to interact with a Postgres database that you provide.
<Banner>
The Postgres database adapter is currently in beta. If you would like to help us test this package, we'd love to hear if you find any bugs or issues!
The Postgres database adapter is currently in beta. If you would like to help us test this
package, we'd love to hear if you find any bugs or issues!
</Banner>
It automatically manages changes to your database for you in development mode, and exposes a full suite of migration controls for you to leverage in order to keep other database environments in sync with your schema. DDL transformations are automatically generated.
| `pool` | [Pool connection options](https://orm.drizzle.team/docs/quick-postgresql/node-postgres) that will be passed to Drizzle and `node-postgres`. |
| `push` | Disable Drizzle's [`db push`](https://orm.drizzle.team/kit-docs/overview#prototyping-with-db-push) in development mode. By default, `push` is enabled for development mode only. |
| `migrationDir` | Customize the directory that migrations are stored. |
| `pool` \* | [Pool connection options](https://orm.drizzle.team/docs/quick-postgresql/node-postgres) that will be passed to Drizzle and `node-postgres`. |
| `push` | Disable Drizzle's [`db push`](https://orm.drizzle.team/kit-docs/overview#prototyping-with-db-push) in development mode. By default, `push` is enabled for development mode only. |
| `migrationDir` | Customize the directory that migrations are stored. |
| `logger` | The instance of the logger to be passed to drizzle. By default Payload's will be used. |
| `schemaName` | A string for the postgres schema to use, defaults to 'public'. |
| `localesSuffix` | A string appended to the end of table names for storing localized fields. Default is '_locales'. |
| `relationshipsSuffix` | A string appended to the end of table names for storing relationships. Default is '_rels'. |
| `versionsSuffix` | A string appended to the end of table names for storing versions. Defaults to '_v'. |
### Access to Drizzle
@@ -65,7 +73,7 @@ In addition to exposing Drizzle directly, all of the tables, Drizzle relations,
Drizzle exposes two ways to work locally in development mode.
The first is [`db push`](https://orm.drizzle.team/kit-docs/overview#prototyping-with-db-push), which automatically pushes changes you make to your Payload config (and therefore, Drizzle schema) to your database so you don't have to manually migrate every time you change your Payload config. This only works in development mode, and should not be mixed with manually running [`migrate`](/docs/database/migrations) commands.
The first is [`db push`](https://orm.drizzle.team/kit-docs/overview#prototyping-with-db-push), which automatically pushes changes you make to your Payload config (and therefore, Drizzle schema) to your database so you don't have to manually migrate every time you change your Payload config. This only works in development mode, and should not be mixed with manually running [`migrate`](/docs/database/migrations) commands.
You will be warned if any changes that you make will entail data loss while in development mode. Push is enabled by default, but you can opt out if you'd like.
@@ -77,11 +85,13 @@ Migrations are extremely powerful thanks to the seamless way that Payload and Dr
1. You are building your Payload config locally, with a local database used for testing.
1. You have left the default setting of `push` enabled, so every time you change your Payload config (add or remove fields, collections, etc.), Drizzle will automatically push changes to your local DB.
1. Once you're done with your changes, or have completed a feature, you can run `npm run payload migrate:create`.
1. Once you're done with your changes, or have completed a feature, you can run `npm run payload migrate:create`.
1. Payload and Drizzle will look for any existing migrations, and automatically generate all SQL changes necessary to convert your schema from its prior state into the state of your current Payload config, and store the resulting DDL in a newly created migration.
1. Once you're ready to go to production, you will be able to run `npm run payload migrate` against your production database, which will apply any new migrations that have not yet run.
1. Now your production database is in sync with your Payload config!
<Banner type="warning">
Warning: do not mix "push" and migrations with your local development database. If you use "push" locally, and then try to migrate, Payload will throw a warning, telling you that these two methods are not meant to be used interchangeably.
</Banner>
Warning: do not mix "push" and migrations with your local development database. If you use "push"
locally, and then try to migrate, Payload will throw a warning, telling you that these two methods
desc: Payload uses NodeMailer to allow you to send emails smoothly from your app. Set up email functions such as password resets, order confirmations and more.
desc: Payload uses an adapter pattern to enable email functionality. Set up email functions such as password resets, order confirmations and more.
Payload comes ready to send your application's email. Whether you simply need built-in password reset
email to work or you want customers to get an order confirmation email, you're almost there. Payload makes use of
[NodeMailer](https://nodemailer.com) for email and won't get in your way for those already familiar.
Payload has a few email adapters that can be imported to enable email functionality. The [@payloadcms/email-nodemailer](https://www.npmjs.com/package/@payloadcms/email-nodemailer) package will be the package most will want to install. This package provides an easy way to use [Nodemailer](https://nodemailer.com) for email and won't get in your way for those already familiar.
For email to send from your Payload server, some configuration is required. The settings you provide will be set
in the `email` property object of your payload init call. Payload will make use of the transport that you have configured for it for things like reset password or verifying new user accounts and email send methods are available to you as well on your payload instance.
The email adapter should be passed into the `email` property of the Payload config. This will allow Payload to send emails for things like password resets, new user verification, and any other email sending needs you may have.
### Configuration
**Three ways to set it up**
#### Default Configuration
1. **Default**: When email is not needed, a mock email handler will be created and used when nothing is provided. This is ideal for development environments and can be changed later when ready to [go to production](/docs/production/deployment).
1. **Recommended**: Set the `transportOptions` and Payload will do the set up for you.
1. **Advanced**: The `transport` object can be assigned a nodemailer transport object set up in your server scripts and given for Payload to use.
When email is not needed or desired, Payload will log a warning on startup notifying that email is not configured. A warning message will also be logged on any attempt to send an email.
The following options are configurable in the `email` property object as part of the options object when calling payload.init().
| **`fromName`** \* | The name part of the From field that will be seen on the delivered email |
| **`fromAddress`** \* | The email address part of the From field that will be used when delivering email |
| **`transport`** | The NodeMailer transport object for when you want to do it yourself, not needed when transportOptions is set |
| **`transportOptions`** | An object that configures the transporter that Payload will create. For all the available options see the [NodeMailer documentation](https://nodemailer.com/smtp/) or see the examples below |
| **`logMockCredentials`** | If set to true and no transport/transportOptions, ethereal credentials will be logged to console on startup |
An email adapter will require at least the following fields:
_\* An asterisk denotes that a property is required._
| Nodemailer | [@payloadcms/email-nodemailer](https://www.npmjs.com/package/@payloadcms/email-nodemailer) | Use any [Nodemailer transport](https://nodemailer.com/transports), including SMTP, Resend, SendGrid, and more. This was provided by default in Payload 2.x. This is the easiest migration path. |
| Resend | [@payloadcms/email-resend](https://www.npmjs.com/package/@payloadcms/email-resend) | Resend email via their REST API. This is preferred for serverless platforms such as Vercel because it is much more lightweight than the nodemailer adapter. |
| **`transport`** | The Nodemailer transport object for when you want to do it yourself, not needed when transportOptions is set |
| **`transportOptions`** | An object that configures the transporter that Payload will create. For all the available options see the [Nodemailer documentation](https://nodemailer.com) or see the examples below |
### Use SMTP
Simple Mail Transfer Protocol, also known as SMTP can be passed in using the `transportOptions` object on the `email` options.
Simple Mail Transfer Protocol (SMTP) options can be passed in using the `transportOptions` object on the `email` options. See the [Nodemailer SMTP documentation](https://nodemailer.com/smtp/) for more information, including details on when `secure` should and should not be set to `true`.
**Example email part using SMTP:**
**Example email options using SMTP:**
```ts
payload.init({
email: {
import { buildConfig } from 'payload/config'
import { nodemailerAdapter } from '@payloadcms/email-nodemailer'
export default buildConfig({
email: nodemailerAdapter({
defaultFromAddress: 'info@payloadcms.com',
defaultFromName: 'Payload',
// Nodemailer transportOptions
transportOptions: {
host: process.env.SMTP_HOST,
port: 587,
auth: {
user: process.env.SMTP_USER,
pass: process.env.SMTP_PASS,
},
port: 587,
secure: true, // use TLS
tls: {
// do not fail on invalid certs
rejectUnauthorized: false,
},
},
fromName: 'hello',
fromAddress: 'hello@example.com',
},
// ...
}),
})
```
<Banner type="warning">
It is best practice to avoid saving credentials or API keys directly in your code, use
Many third party mail providers are available and offer benefits beyond basic SMTP. As an example your payload init could look this if you wanted to use SendGrid.com though the same approach would work for any other [NodeMailer transports](https://nodemailer.com/transports/) shown here or provided by another third party.
**Example email options using nodemailer.createTransport:**
```ts
import payload from 'payload'
import nodemailerSendgrid from 'nodemailer-sendgrid'
To take full control of the mail transport you may wish to use `nodemailer.createTransport()` on your server and provide it to Payload init.
```ts
import payload from 'payload'
import { buildConfig } from 'payload/config'
import { nodemailerAdapter } from '@payloadcms/email-nodemailer'
import nodemailer from 'nodemailer'
const payload = require('payload')
const nodemailer = require('nodemailer')
const transport = await nodemailer.createTransport({
host: process.env.SMTP_HOST,
port: 587,
auth: {
user: process.env.SMTP_USER,
pass: process.env.SMTP_PASS,
},
export default buildConfig({
email: nodemailerAdapter({
defaultFromAddress: 'info@payloadcms.com',
defaultFromName: 'Payload',
// Any Nodemailer transport can be used
transport: nodemailer.createTransport({
host: process.env.SMTP_HOST,
port: 587,
auth: {
user: process.env.SMTP_USER,
pass: process.env.SMTP_PASS,
},
}),
}),
})
```
payload.init({
email: {
fromName: 'Admin',
fromAddress: 'admin@example.com',
transport,
},
// ...
**Custom Transport:**
You also have the ability to bring your own nodemailer transport. This is an example of using the SendGrid nodemailer transport.
```ts
import { buildConfig } from 'payload/config'
import { nodemailerAdapter } from '@payloadcms/email-nodemailer'
import nodemailerSendgrid from 'nodemailer-sendgrid'
export default buildConfig({
email: nodemailerAdapter({
defaultFromAddress: 'info@payloadcms.com',
defaultFromName: 'Payload',
transportOptions: nodemailerSendgrid({
apiKey: process.env.SENDGRID_API_KEY,
}),
}),
})
```
During development, if you pass nothing to `nodemailerAdapter`, it will use the [ethereal.email](https://ethereal.email) service.
This will log the ethereal.email details to console on startup.
```ts
import { nodemailerAdapter } from '@payloadcms/email-nodemailer'
export default buildConfig({
email: nodemailerAdapter(),
})
```
### Resend Configuration
The Resend adapter requires an API key to be passed in the options. This can be found in the Resend dashboard. This is the preferred package if you are deploying on Vercel because this is much more lightweight than the Nodemailer adapter.
| Option | Description |
| ------ | ----------------------------------- |
| apiKey | The API key for the Resend service. |
```ts
import { buildConfig } from 'payload/config'
import { resendAdapter } from '@payloadcms/email-resend'
export default buildConfig({
email: resendAdapter({
defaultFromAddress: 'dev@payloadcms.com',
defaultFromName: 'Payload CMS',
apiKey: process.env.RESEND_API_KEY || '',
}),
})
```
### Sending Mail
With a working transport you can call it anywhere you have access to payload by calling `payload.sendEmail(message)`. The `message` will contain the `to`, `subject` and `email` or `text` for the email being sent. To see all available message configuration options see [NodeMailer](https://nodemailer.com/message).
### Mock transport
By default, Payload uses a mock implementation that only sends mail to the [ethereal](https://ethereal.email) capture service that will never reach a user's inbox. While in development you may wish to make use of the captured messages which is why the payload output during server output helpfully logs this out on the server console.
To see ethereal credentials, add `logMockCredentials: true` to the email options. This will cause them to be logged to console on startup.
With a working transport you can call it anywhere you have access to payload by calling `payload.sendEmail(message)`. The `message` will contain the `to`, `subject` and `html` or `text` for the email being sent. Other options are also available and can be seen in the sendEmail args. Support for these will depend on the adapter being used.
```ts
payload.init({
email: {
fromName: 'Admin',
fromAddress: 'admin@example.com',
logMockCredentials: true, // Optional
},
// ...
// Example of sending an email
const email = await payload.sendEmail({
to: 'test@example.com',
subject: 'This is a test email',
text: 'This is my message body',
})
```
**Console output when starting payload with a mock email instance and logMockCredentials: true**
```
[06:37:21] INFO (payload): Starting Payload...
[06:37:22] INFO (payload): Payload Demo Initialized
[06:37:22] INFO (payload): listening on 3000...
[06:37:22] INFO (payload): Connected to MongoDB server successfully!
[06:37:23] INFO (payload): E-mail configured with mock configuration
[06:37:23] INFO (payload): Log into mock email provider at https://ethereal.email
[06:37:23] INFO (payload): Mock email account username: hhav5jw7doo4euev@ethereal.email
[06:37:23] INFO (payload): Mock email account password: VNdGcvDZeyEhtuPBqf
```
The mock email handler is used when payload is started with neither `transport` or `transportOptions` to know how to deliver email.
<Banner type="warning">
The randomly generated email account username and password will be different each time the Payload
server starts.
</Banner>
### Using multiple mail providers
Payload supports the use of a single transporter of email, but there is nothing stopping you from having more. Consider a use case where sending bulk email is handled differently than transactional email and could be done using a [hook](/docs/hooks/overview).
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`interfaceName`** | Create a top level, reusable [Typescript interface](/docs/typescript/generating-types#custom-field-interfaces) & [GraphQL type](/docs/graphql/graphql-schema#custom-field-schemas). |
| **`dbName`** | Custom table name for the field when using SQL database adapter ([Postgres](/docs/database/postgres)). Auto-generated from name if not defined. |
_\* An asterisk denotes that a property is required._
@@ -56,6 +57,7 @@ In addition to the default [field admin config](/docs/fields/overview#admin-conf
| **`initCollapsed`** | Set the initial collapsed state |
| **`isSortable`** | Disable order sorting by setting this value to `false` |
### Block configs
@@ -80,6 +81,8 @@ Blocks are defined as separate configs of their own.
| **`imageAltText`** | Customize this block's image thumbnail alt text. |
| **`interfaceName`** | Create a top level, reusable [Typescript interface](/docs/typescript/generating-types#custom-field-interfaces) & [GraphQL type](/docs/graphql/graphql-schema#custom-field-schemas). |
| **`graphQL.singularName`** | Text to use for the GraphQL schema name. Auto-generated from slug if not defined. NOTE: this is set for deprecation, prefer `interfaceName`. |
| **`dbName`** | Custom table name for this block type when using SQL database adapter ([Postgres](/docs/database/postgres)). Auto-generated from slug if not defined.
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value, will default to false if field is also `required`. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See the [default field admin config](/docs/fields/overview#admin-config) for more details. |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value, will default to false if field is also `required`. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See the [default field admin config](/docs/fields/overview#admin-config) for more details. |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`index`** | Build an [index](/docs/database#overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`minLength`** | Used by the default validation function to ensure values are of a minimum character length. |
| **`maxLength`** | Used by the default validation function to ensure values are of a maximum character length. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`minLength`** | Used by the default validation function to ensure values are of a minimum character length. |
| **`maxLength`** | Used by the default validation function to ensure values are of a maximum character length. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
@@ -44,19 +44,20 @@ _\* An asterisk denotes that a property is required._
In addition to the default [field admin config](/docs/fields/overview#admin-config), you can customize the following fields that will adjust how the component displays in the admin panel via the `date` property.
| **`placeholder`** | Placeholder text for the field. |
| **`date`** | Pass options to customize date field appearance. |
| **`date.displayFormat`** | Format date to be shown in field **cell**. |
| **`date.pickerAppearance`** \* | Determines the appearance of the datepicker: `dayAndTime` `timeOnly` `dayOnly` `monthOnly`. |
| **`date.monthsToShow`** \* | Number of months to display max is 2. Defaults to 1. |
| **`date.minDate`** \* | Min date value to allow. |
| **`date.maxDate`** \* | Max date value to allow. |
| **`date.minTime`** \* | Min time value to allow. |
| **`date.maxTime`** \* | Max date value to allow. |
| **`date.overrides`** \* | Pass any valid props directly to the [react-datepicker](https://github.com/Hacker0x01/react-datepicker/blob/master/docs/datepicker.md) |
| **`date.timeIntervals`** \* | Time intervals to display. Defaults to 30 minutes. |
| **`date.timeFormat`** \* | Determines time format. Defaults to `'h:mm aa'`. |
_\* This property is passed directly to [react-datepicker](https://github.com/Hacker0x01/react-datepicker/blob/master/docs/datepicker.md). ._
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`index`** | Build a an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`jsonSchema`** | Provide a JSON schema that will be used for validation. [JSON schemas](https://json-schema.org/learn/getting-started-step-by-step)
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
@@ -46,13 +47,13 @@ _\* An asterisk denotes that a property is required._
In addition to the default [field admin config](/docs/fields/overview#admin-config), you can adjust the following properties:
| **`editorOptions`** | Options that can be passed to the monaco editor, [view the full list](https://microsoft.github.io/monaco-editor/api/interfaces/monaco.editor.IDiffEditorConstructionOptions.html). |
| **`editorOptions`** | Options that can be passed to the monaco editor, [view the full list](https://microsoft.github.io/monaco-editor/typedoc/variables/editor.EditorOptions.html). |
Payload JSON fields fully support the [JSON schema](https://json-schema.org/) standard. By providing a schema in your field config, the editor will be guided in the admin UI, getting typeahead for properties and their formats automatically. When the document is saved, the default validation will prevent saving any invalid data in the field according to the schema in your config.
If you only provide a URL to a schema, Payload will fetch the desired schema if it is publicly available. If not, it is recommended to add the schema directly to your config or import it from another file so that it can be implemented consistently in your project.
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`min`** | Minimum value accepted. Used in the default `validation` function. |
| **`max`** | Maximum value accepted. Used in the default `validation` function. |
| **`hasMany`** | Makes this field an ordered array of numbers instead of just a single number. |
| **`minRows`** | Minimum number of numbers in the numbers array, if `hasMany` is set to true. |
| **`maxRows`** | Maximum number of numbers in the numbers array, if `hasMany` is set to true. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`min`** | Minimum value accepted. Used in the default `validation` function. |
| **`max`** | Maximum value accepted. Used in the default `validation` function. |
| **`hasMany`** | Makes this field an ordered array of numbers instead of just a single number. |
| **`minRows`** | Minimum number of numbers in the numbers array, if `hasMany` is set to true. |
| **`maxRows`** | Maximum number of numbers in the numbers array, if `hasMany` is set to true. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
| `data` | An object of the full collection or global document. |
| `siblingData` | An object of the document data limited to fields within the same parent to the field. |
| `operation` | Will be "create" or "update" depending on the UI action or API call. |
| `id` | The value of the collection `id`, will be `undefined` on create request. |
| `t` | The function for translating text, [more](/docs/configuration/i18n). |
| `user` | The currently authenticated user object. |
| `data` | An object containing the full collection or global document currently being edited |
| `siblingData` | An object containing document data that is scoped to only fields within the same parent of this field |
| `operation` | Will be `create` or `update` depending on the UI action or API call |
| `id` | The `id` of the current document being edited. `id` is `undefined` during the `create` operation |
| `t` | The function for translating text, [more](/docs/configuration/i18n) |
| `user` | An object containing the currently authenticated user |
| `payload` | If the `validate` function is being executed on the server, Payload will be exposed for easily running local operations. |
Example:
### Example
```ts
import { CollectionConfig } from 'payload/types'
@@ -161,19 +163,21 @@ Example:
In addition to each field's base configuration, you can define specific traits and properties for fields that only have effect on how they are rendered in the Admin panel. The following properties are available for all fields within the `admin` property:
| `condition` | You can programmatically show / hide fields based on what other fields are doing. [Click here](#conditional-logic) for more info. |
| `components` | All field components can be completely and easily swapped out for custom components that you define. [Click here](#custom-components) for more info. |
| `description` | Helper text to display with the field to provide more information for the editor user. [Click here](#description) for more info. |
| `position` | Specify if the field should be rendered in the sidebar by defining `position: 'sidebar'`. |
| `width` | Restrict the width of a field. you can pass any string-based value here, be it pixels, percentages, etc. This property is especially useful when fields are nested within a `Row` type where they can be organized horizontally. |
| `style` | Attach raw CSS style properties to the root DOM element of a field. |
| `className` | Attach a CSS class name to the root DOM element of a field. |
| `readOnly` | Setting a field to `readOnly` has no effect on the API whatsoever but disables the admin component's editability to prevent editors from modifying the field's value. |
| `disabled` | If a field is `disabled`, it is completely omitted from the Admin panel. |
| `disableBulkEdit` | Set `disableBulkEdit` to `true` to prevent fields from appearing in the select options when making edits for multiple documents. |
| `hidden` | Setting a field's `hidden` property on its `admin` config will transform it into a `hidden` input type. Its value will still submit with the Admin panel's requests, but the field itself will not be visible to editors. |
| `condition` | You can programmatically show / hide fields based on what other fields are doing. [Click here](#conditional-logic) for more info. |
| `components` | All field components can be completely and easily swapped out for custom components that you define. [Click here](#custom-components) for more info. |
| `description` | Helper text to display with the field to provide more information for the editor user. [Click here](#description) for more info. |
| `position` | Specify if the field should be rendered in the sidebar by defining `position: 'sidebar'`. |
| `width` | Restrict the width of a field. you can pass any string-based value here, be it pixels, percentages, etc. This property is especially useful when fields are nested within a `Row` type where they can be organized horizontally. |
| `style` | Attach raw CSS style properties to the root DOM element of a field. |
| `className` | Attach a CSS class name to the root DOM element of a field. |
| `readOnly` | Setting a field to `readOnly` has no effect on the API whatsoever but disables the admin component's editability to prevent editors from modifying the field's value. |
| `disabled` | If a field is `disabled`, it is completely omitted from the Admin panel. |
| `disableBulkEdit` | Set `disableBulkEdit` to `true` to prevent fields from appearing in the select options when making edits for multiple documents. |
| `disableListColumn` | Set `disableListColumn` to `true` to prevent fields from appearing in the list view column selector. |
| `disableListFilter` | Set `disableListFilter` to `true` to prevent fields from appearing in the list view filter options. |
| `hidden` | Setting a field's `hidden` property on its `admin` config will transform it into a `hidden` input type. Its value will still submit with the Admin panel's requests, but the field itself will not be visible to editors. |
### Custom components
@@ -250,11 +254,16 @@ const field = {
### Description
A description can be configured three ways.
A description can be configured in three ways.
- As a string
- As a function that accepts an object containing the field's value, which returns a string
- As a React component that accepts value as a prop
- As a function which returns a string
- As a React component
Functions are called with an optional argument object with the following shape, and React components are rendered with the following props:
- `path` - the path of the field
- `value` - the current value of the field
As shown above, you can simply provide a string that will show by the field, but there are use cases where you may want to create some dynamic feedback. By using a function or a component for the `description` property you can provide realtime feedback as the user interacts with the form.
@@ -268,8 +277,8 @@ As shown above, you can simply provide a string that will show by the field, but
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Used as a field label in the Admin panel and to name the generated GraphQL type. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. To support location queries, point index defaults to `2dsphere`, to disable the index set to `false`. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`options`** \* | Array of options to allow the field to store. Can either be an array of strings, or an array of objects containing an `label` string and a `value` string. |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`options`** \* | Array of options to allow the field to store. Can either be an array of strings, or an array of objects containing an `label` string and a `value` string. |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. The default value must exist within provided values in `options`. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. The default value must exist within provided values in `options`. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`enumName`** | Custom enum name for this field when using SQL database adapter ([Postgres](/docs/database/postgres)). Auto-generated from name if not defined.
_\* An asterisk denotes that a property is required._
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`relationTo`** \* | Provide one or many collection `slug`s to be able to assign relationships to. |
| **`filterOptions`** | A query to filter which options appear in the UI and validate against. [More](#filtering-relationship-options). |
| **`hasMany`** | Boolean when, if set to `true`, allows this field to have many relations instead of only one. |
| **`minRows`** | A number for the fewest allowed items during validation when a value is present. Used with `hasMany`. |
| **`maxRows`** | A number for the most allowed items during validation when a value is present. Used with `hasMany`. |
| **`maxDepth`** | Sets a number limit on iterations of related documents to populate when queried. [Depth](/docs/getting-started/concepts#depth) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`index`** | Build a an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See the [default field admin config](/docs/fields/overview#admin-config) for more details. |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`relationTo`** \* | Provide one or many collection `slug`s to be able to assign relationships to. |
| **`filterOptions`** | A query to filter which options appear in the UI and validate against. [More](#filtering-relationship-options). |
| **`hasMany`** | Boolean when, if set to `true`, allows this field to have many relations instead of only one. |
| **`minRows`** | A number for the fewest allowed items during validation when a value is present. Used with `hasMany`. |
| **`maxRows`** | A number for the most allowed items during validation when a value is present. Used with `hasMany`. |
| **`maxDepth`** | Sets a maximum population depth for this field, regardless of the remaining depth when this field is reached. [Max Depth](/docs/getting-started/concepts#field-level-max-depth) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See the [default field admin config](/docs/fields/overview#admin-config) for more details. |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
@@ -60,29 +60,84 @@ _\* An asterisk denotes that a property is required._
### Admin config
In addition to the default [field admin config](/docs/fields/overview#admin-config), the Relationship field type also allows for the following admin-specific properties:
In addition to the default [field admin config](/docs/fields/overview#admin-config), the Relationship field type also
allows for the following admin-specific properties:
**`isSortable`**
Set to `true` if you'd like this field to be sortable within the Admin UI using drag and drop (only works when `hasMany` is set to `true`).
Set to `true` if you'd like this field to be sortable within the Admin UI using drag and drop (only works when `hasMany`
is set to `true`).
**`allowCreate`**
Set to `false` if you'd like to disable the ability to create new documents from within the relationship field (hides the "Add new" button in the admin UI).
Set to `false` if you'd like to disable the ability to create new documents from within the relationship field (hides
the "Add new" button in the admin UI).
**`sortOptions`**
The `sortOptions` property allows you to define a default sorting order for the options within a Relationship field's
dropdown. This can be particularly useful for ensuring that the most relevant options are presented first to the user.
You can specify `sortOptions` in two ways:
**As a string:**
Provide a string to define a global default sort field for all relationship field dropdowns across different
collections. You can prefix the field name with a minus symbol ("-") to sort in descending order.
Example:
```ts
sortOptions: 'fieldName',
```
This configuration will sort all relationship field dropdowns by `"fieldName"` in ascending order.
**As an object :**
Specify an object where keys are collection slugs and values are strings representing the field names to sort by. This
allows for different sorting fields for each collection's relationship dropdown.
Example:
```ts
sortOptions: {
"pages"
:
"fieldName1",
"posts"
:
"-fieldName2",
"categories"
:
"fieldName3"
}
```
In this configuration:
- Dropdowns related to `pages` will be sorted by `"fieldName1"` in ascending order.
- Dropdowns for `posts` will use `"fieldName2"` for sorting in descending order (noted by the "-" prefix).
- Dropdowns associated with `categories` will sort based on `"fieldName3"` in ascending order.
Note: If `sortOptions` is not defined, the default sorting behavior of the Relationship field dropdown will be used.
### Filtering relationship options
Options can be dynamically limited by supplying a [query constraint](/docs/queries/overview), which will be used both for validating input and filtering available relationships in the UI.
Options can be dynamically limited by supplying a [query constraint](/docs/queries/overview), which will be used both
for validating input and filtering available relationships in the UI.
The `filterOptions` property can either be a `Where` query directly, or a function (synchronous or asynchronous) that returns one. When using a function, it will be called with an argument object containing the following properties:
The `filterOptions` property can either be a `Where` query, or a function returning `true` to not filter, `false` to
prevent all, or a `Where` query. When using a function, it will be
called with an argument object with the following properties:
| `relationTo` | The collection `slug` to filter against, limited to this field's `relationTo` property |
| `data` | An object containing the full collection or global document currently being edited |
| `siblingData` | An object containing document data that is scoped to only fields within the same parent of this field |
| `id` | The `id` of the current document being edited. `id` is `undefined` during the `create` operation |
| `user` | An object containing the currently authenticated user |
### Example
@@ -128,16 +183,21 @@ You can learn more about writing queries [here](/docs/queries/overview).
### How the data is saved
Given the variety of options possible within the `relationship` field type, the shape of the data needed for creating and updating these fields can vary. The following sections will describe the variety of data shapes that can arise from this field.
Given the variety of options possible within the `relationship` field type, the shape of the data needed for creating
and updating these fields can vary. The following sections will describe the variety of data shapes that can arise from
this field.
#### Has One
The most simple pattern of a relationship is to use `hasMany: false` with a `relationTo` that allows for only one type of collection.
The most simple pattern of a relationship is to use `hasMany: false` with a `relationTo` that allows for only one type
of collection.
```ts
{
slug: 'example-collection',
fields: [
fields
:
[
{
name: 'owner', // required
type: 'relationship', // required
@@ -163,12 +223,15 @@ When querying documents in this collection via REST API, you could query as foll
#### Has One - Polymorphic
Also known as **dynamic references**, in this configuration, the `relationTo` field is an array of Collection slugs that tells Payload which Collections are valid to reference.
Also known as **dynamic references**, in this configuration, the `relationTo` field is an array of Collection slugs that
tells Payload which Collections are valid to reference.
```ts
{
slug: 'example-collection',
fields: [
fields
:
[
{
name: 'owner', // required
type: 'relationship', // required
@@ -207,7 +270,9 @@ The `hasMany` tells Payload that there may be more than one collection saved to
```ts
{
slug: 'example-collection',
fields: [
fields
:
[
{
name: 'owners', // required
type: 'relationship', // required
@@ -235,7 +300,9 @@ When querying documents, the format does not change for arrays:
```ts
{
slug: 'example-collection',
fields: [
fields
:
[
{
name: 'owners', // required
type: 'relationship', // required
@@ -247,7 +314,8 @@ When querying documents, the format does not change for arrays:
}
```
Relationship fields with `hasMany` set to more than one kind of collections save their data as an array of objects—each containing the Collection `slug` as the `relationTo` value, and the related document `id` for the `value`:
Relationship fields with `hasMany` set to more than one kind of collections save their data as an array of objects—each
containing the Collection `slug` as the `relationTo` value, and the related document `id` for the `value`:
```json
{
@@ -267,3 +335,30 @@ Relationship fields with `hasMany` set to more than one kind of collections save
Querying is done in the same way as the earlier Polymorphic example:
caption="Admin panel screenshot of a Rich Text field"
/>
Payload's rich text field is built on an "adapter pattern" which lets you specify which rich text editor you'd like to use.
Payload's rich text field is built on an "adapter pattern" which lets you specify which rich text editor you'd like to use.
Right now, Payload is officially supporting two rich text editors:
@@ -26,7 +26,13 @@ Right now, Payload is officially supporting two rich text editors:
2. [Lexical](/docs/rich-text/lexical) - beta, where things will be moving
<Banner type="success">
<strong>Consistent with Payload's goal of making you learn as little of Payload as possible, customizing and using the Rich Text Editor does not involve learning how to develop for a <em>Payload</em> rich text editor.</strong> Instead, you can invest your time and effort into learning the underlying open-source tools that will allow you to apply your learnings elsewhere as well.
<strong>
Consistent with Payload's goal of making you learn as little of Payload as possible, customizing
and using the Rich Text Editor does not involve learning how to develop for a <em>Payload</em>{' '}
rich text editor.
</strong>{' '}
Instead, you can invest your time and effort into learning the underlying open-source tools that
will allow you to apply your learnings elsewhere as well.
</Banner>
### Config
@@ -67,4 +73,4 @@ Override the default text direction of the Admin panel for this field. Set to `t
### Editor-specific options
For a ton more editor-specific options, including how to build custom rich text elements directly into your editor, take a look at either the [Slate docs](/docs/rich-text/slate) or the [Lexical docs](/docs/rich-text/lexical) depending on which editor you're using.
For a ton more editor-specific options, including how to build custom rich text elements directly into your editor, take a look at either the [Slate docs](/docs/rich-text/slate) or the [Lexical docs](/docs/rich-text/lexical) depending on which editor you're using.
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`options`** \* | Array of options to allow the field to store. Can either be an array of strings, or an array of objects containing a `label` string and a `value` string. |
| **`hasMany`** | Boolean when, if set to `true`, allows this field to have many selections instead of only one. |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`options`** \* | Array of options to allow the field to store. Can either be an array of strings, or an array of objects containing a `label` string and a `value` string. |
| **`hasMany`** | Boolean when, if set to `true`, allows this field to have many selections instead of only one. |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See the [default field admin config](/docs/fields/overview#admin-config) for more details. |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See the [default field admin config](/docs/fields/overview#admin-config) for more details. |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`enumName`** | Custom enum name for this field when using SQL database adapter ([Postgres](/docs/database/postgres)). Auto-generated from name if not defined. |
| **`dbName`** | Custom table name (if `hasMany` set to `true`) for this field when using SQL database adapter ([Postgres](/docs/database/postgres)). Auto-generated from name if not defined. |
_\* An asterisk denotes that a property is required._
@@ -122,7 +124,7 @@ export const CustomSelectField: Field = {
],
}),
},
}
},
}
```
@@ -133,7 +135,7 @@ import * as React from 'react';
import { SelectInput, useField } from 'payload/components/forms';
import { useAuth } from 'payload/components/utilities';
If you are looking to create a dynamic select field, the following tutorial will walk you through the process of creating a custom select field that fetches its options from an external API.
<VideoDrawer
id='Efn9OxSjA6Y'
label='How to Create a Custom Select Field'
drawerTitle='How to Create a Custom Select Field: A Step-by-Step Guide'
id="Efn9OxSjA6Y"
label="How to Create a Custom Select Field"
drawerTitle="How to Create a Custom Select Field: A Step-by-Step Guide"
/>
If you want to learn more about custom components check out the [Admin > Custom Component](/docs/admin/components#field-component) docs.
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`minLength`** | Used by the default validation function to ensure values are of a minimum character length. |
| **`maxLength`** | Used by the default validation function to ensure values are of a maximum character length. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`minLength`** | Used by the default validation function to ensure values are of a minimum character length. |
| **`maxLength`** | Used by the default validation function to ensure values are of a maximum character length. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`hasMany`** | Makes this field an ordered array of text instead of just a single text. |
| **`minRows`** | Minimum number of texts in the array, if `hasMany` is set to true. |
| **`maxRows`** | Maximum number of texts in the array, if `hasMany` is set to true. |
_\* An asterisk denotes that a property is required._
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`minLength`** | Used by the default validation function to ensure values are of a minimum character length. |
| **`maxLength`** | Used by the default validation function to ensure values are of a maximum character length. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`minLength`** | Used by the default validation function to ensure values are of a minimum character length. |
| **`maxLength`** | Used by the default validation function to ensure values are of a maximum character length. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See below for [more detail](#admin-config). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`*relationTo`** \* | Provide a single collection `slug` to allow this field to accept a relation to. <strong>Note: the related collection must be configured to support Uploads.</strong> |
| **`filterOptions`** | A query to filter which options appear in the UI and validate against. [More](#filtering-upload-options). |
| **`maxDepth`** | Sets a number limit on iterations of related documents to populate when queried. [Depth](/docs/getting-started/concepts#depth) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`name`** \* | To be used as the property name when stored and retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`*relationTo`** \* | Provide a single collection `slug` to allow this field to accept a relation to. <strong>Note: the related collection must be configured to support Uploads.</strong> |
| **`filterOptions`** | A query to filter which options appear in the UI and validate against. [More](#filtering-upload-options). |
| **`maxDepth`** | Sets a number limit on iterations of related documents to populate when queried. [Depth](/docs/getting-started/concepts#depth) |
| **`label`** | Text used as a field label in the Admin panel or an object with keys for each language. |
| **`unique`** | Enforce that each entry in the Collection has a unique value for this field. |
| **`validate`** | Provide a custom validation function that will be executed on both the Admin panel and the backend. [More](/docs/fields/overview#validation) |
| **`index`** | Build an [index](/docs/database/overview) for this field to produce faster queries. Set this field to `true` if your users will perform queries on this field's data often. |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See the [default field admin config](/docs/fields/overview#admin-config) for more details. |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`saveToJWT`** | If this field is top-level and nested in a config supporting [Authentication](/docs/authentication/config), include its data in the user JWT. |
| **`hooks`** | Provide field-based hooks to control logic for this field. [More](/docs/fields/overview#field-level-hooks) |
| **`access`** | Provide field-based access control to denote what users can see and do with this field's data. [More](/docs/fields/overview#field-level-access-control) |
| **`hidden`** | Restrict this field's visibility from all APIs entirely. Will still be saved to the database, but will not appear in any API or the Admin panel. |
| **`defaultValue`** | Provide data to be used for this field's default value. [More](/docs/fields/overview#default-values) |
| **`localized`** | Enable localization for this field. Requires [localization to be enabled](/docs/configuration/localization) in the Base config. |
| **`required`** | Require this field to have a value. |
| **`admin`** | Admin-specific configuration. See the [default field admin config](/docs/fields/overview#admin-config) for more details. |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
_\* An asterisk denotes that a property is required._
Options can be dynamically limited by supplying a [query constraint](/docs/queries/overview), which will be used both for validating input and filtering available uploads in the UI.
Options can be dynamically limited by supplying a [query constraint](/docs/queries/overview), which will be used both
for validating input and filtering available uploads in the UI.
The `filterOptions` property can either be a `Where` query directly, or a function that returns one. When using a function, it will be called with an argument object with the following properties:
The `filterOptions` property can either be a `Where` query, or a function returning `true` to not filter, `false` to
prevent all, or a `Where` query. When using a function, it will be
called with an argument object with the following properties:
- Any JavaScript package manager (Yarn, NPM, or pnpm)
- Node.js version 18+
- Any [compatible database](/docs/database/overview) (MongoDB or Postgres)
<Banner type="warning">
@@ -23,7 +23,7 @@ Payload requires the following software:
To quickly scaffold a new Payload app in the fastest way possible, you can use [create-payload-app](https://npmjs.com/package/create-payload-app). To do so, run the following command:
```
npx create-payload-app
npx create-payload-app@latest
```
Then just follow the prompts! You'll get set up with a new folder and a functioning Payload app inside.
@@ -62,9 +62,7 @@ import express from 'express'
const app = express()
app.listen(3000, async () => {
console.log(
"Express is now listening for incoming connections on port 3000."
)
console.log('Express is now listening for incoming connections on port 3000.')
})
```
@@ -86,9 +84,7 @@ const start = async () => {
})
app.listen(3000, async () => {
console.log(
"Express is now listening for incoming connections on port 3000."
)
console.log('Express is now listening for incoming connections on port 3000.')
Here is a list of all properties available to pass through `payload.init`:
##### secret
**Required**. This is a secure string that will be used to authenticate with Payload. It can be random but should be at least 14 characters and be very difficult to guess.
Payload uses this secret key to generate secure user tokens (JWT). Behind the scenes, we do not use your secret key to encrypt directly - instead, we first take the secret key and create an encrypted string using the SHA-256 hash function. Then, we reduce the encrypted string to its first 32 characters. This final value is what Payload uses for encryption.
@@ -126,6 +123,7 @@ A boolean that disables the database connection when Payload starts up.
An object used to configure SMTP. [Read more](/docs/email/overview).
##### express
This is your Express app as shown above. Payload will tie into your existing `app` and scope all of its functionalities to sub-routers. By default, Payload will add an `/admin` router and an `/api` router, but you can customize these paths.
@@ -16,19 +16,6 @@ Run the following command in a Payload project to generate your project's GraphQ
payload generate:graphQLSchema
```
You can run this command whenever you need to regenerate your GraphQL schema and output it to a file, and then you can use the schema for writing your own GraphQL elsewhere in other projects.
| `mutations` | Any custom Mutations to be added in addition to what Payload provides. [More](/docs/graphql/extending) |
| `queries` | Any custom Queries to be added in addition to what Payload provides. [More](/docs/graphql/extending) |
| `maxComplexity` | A number used to set the maximum allowed complexity allowed by requests [More](/docs/graphql/overview#query-complexity-limits) |
| `disablePlaygroundInProduction` | A boolean that if false will enable the GraphQL playground, defaults to true. [More](/docs/graphql/overview#graphql-playground) |
| `disable` | A boolean that if true will disable the GraphQL entirely, defaults to false. |
| `schemaOutputFile` | A string for the file path used by the generate schema command. Defaults to `graphql.schema` next to `payload.config.ts` [More](/docs/graphql/graphql-schema) |
| `mutations` | Any custom Mutations to be added in addition to what Payload provides. [More](/docs/graphql/extending) |
| `queries` | Any custom Queries to be added in addition to what Payload provides. [More](/docs/graphql/extending) |
| `maxComplexity` | A number used to set the maximum allowed complexity allowed by requests [More](/docs/graphql/overview#query-complexity-limits) |
| `disablePlaygroundInProduction` | A boolean that if false will enable the GraphQL playground, defaults to true. [More](/docs/graphql/overview#graphql-playground) |
| `disable` | A boolean that if true will disable the GraphQL entirely, defaults to false. |
Field-level hooks offer incredible potential for encapsulating your logic. They help to isolate concerns and package up functionalities to be easily reusable across your projects.
Field-level hooks offer incredible potential for encapsulating your logic. They help to isolate concerns and package up
functionalities to be easily reusable across your projects.
**Example use cases include:**
@@ -18,10 +19,11 @@ Field-level hooks offer incredible potential for encapsulating your logic. They
**All field types provide the following hooks:**
- `beforeValidate`
- `beforeChange`
- `afterChange`
- `afterRead`
- [beforeValidate](#beforevalidate)
- [beforeChange](#beforechange)
- beforeDuplicate(#beforeduplicate)
- [afterChange](#afterchange)
- [afterRead](#afterread)
## Config
@@ -37,6 +39,7 @@ const ExampleField: Field = {
hooks: {
beforeValidate: [(args) => {...}],
beforeChange: [(args) => {...}],
beforeDuplicate: [(args) => {...}],
afterChange: [(args) => {...}],
afterRead: [(args) => {...}],
}
@@ -46,7 +49,8 @@ const ExampleField: Field = {
## Arguments and return values
All field-level hooks are formatted to accept the same arguments, although some arguments may be `undefined` based on which field hook you are utilizing.
All field-level hooks are formatted to accept the same arguments, although some arguments may be `undefined` based on
which field hook you are utilizing.
<Banner type="success">
<strong>Tip:</strong>
@@ -69,14 +73,19 @@ Field Hooks receive one `args` argument that contains the following properties:
| **`operation`** | A string relating to which operation the field type is currently executing within. Useful within `beforeValidate`, `beforeChange`, and `afterChange` hooks to differentiate between `create` and `update` operations. |
| **`originalDoc`** | The full original document in `update` operations. In the `afterChange` hook, this is the resulting document of the operation. |
| **`previousDoc`** | The document before changes were applied, only in `afterChange` hooks. |
| **`previousSiblingDoc`** | The sibling data from the previous document in `afterChange` hook. |
| **`previousSiblingDoc`** | The sibling data of the document before changes being applied, only in `beforeChange` and `afterChange` hook. |
| **`req`** | The Express `request` object. It is mocked for Local API operations. |
| **`value`** | The value of the field. |
| **`previousValue`** | The previous value of the field, before changes were applied, only in `afterChange` hooks. |
| **`previousValue`** | The previous value of the field, before changes, only in `beforeChange` and `afterChange` hooks. |
| **`context`** | Context passed to this hook. More info can be found under [Context](/docs/hooks/context) |
| **`field`** | The field which the hook is running against. |
| **`collection`** | The collection which the field belongs to. If the field belongs to a global, this will be null. |
| **`global`** | The global which the field belongs to. If the field belongs to a collection, this will be null. |
#### Return value
All field hooks can optionally modify the return value of the field before the operation continues. Field Hooks may optionally return the value that should be used within the field.
All field hooks can optionally modify the return value of the field before the operation continues. Field Hooks may
optionally return the value that should be used within the field.
<Banner type="warning">
<strong>Important</strong>
@@ -86,6 +95,155 @@ All field hooks can optionally modify the return value of the field before the o
reconsider Field Hooks and instead evaluate if Collection / Global hooks might suit you better.
</Banner>
## Examples of Field Hooks
To better illustrate how field-level hooks can be applied, here are some specific examples. These demonstrate the
flexibility and potential of field hooks in different contexts. Remember, these examples are just a starting point - the
true potential of field-level hooks lies in their adaptability to a wide array of use cases.
### beforeValidate
Runs before the `update` operation. This hook allows you to pre-process or format field data before it undergoes
validation.
```ts
import { Field } from 'payload/types'
const usernameField: Field = {
name: 'username',
type: 'text',
hooks: {
beforeValidate: [
({ value }) => {
// Trim whitespace and convert to lowercase
return value.trim().toLowerCase()
},
],
},
}
```
In this example, the `beforeValidate` hook is used to process the `username` field. The hook takes the incoming value of
the field and transforms it by trimming whitespace and converting it to lowercase. This ensures that the username is
stored in a consistent format in the database.
### beforeChange
Immediately following validation, `beforeChange` hooks will run within `create` and `update` operations. At this stage,
you can be confident that the field data that will be saved to the document is valid in accordance to your field
validations.
```ts
import { Field } from 'payload/types'
const emailField: Field = {
name: 'email',
type: 'email',
hooks: {
beforeChange: [
({ value, operation }) => {
if (operation === 'create') {
// Perform additional validation or transformation for 'create' operation
}
return value
},
],
},
}
```
In the `emailField`, the `beforeChange` hook checks the `operation` type. If the operation is `create`, it performs
additional validation or transformation on the email field value. This allows for operation-specific logic to be applied
to the field.
### afterChange
The `afterChange` hook is executed after a field's value has been changed and saved in the database. This hook is useful
for post-processing or triggering side effects based on the new value of the field.
```ts
import { Field } from 'payload/types'
const membershipStatusField: Field = {
name: 'membershipStatus',
type: 'select',
options: [
{ label: 'Standard', value: 'standard' },
{ label: 'Premium', value: 'premium' },
{ label: 'VIP', value: 'vip' },
],
hooks: {
afterChange: [
({ value, previousValue, req }) => {
if (value !== previousValue) {
// Log or perform an action when the membership status changes
console.log(
`User ID ${req.user.id} changed their membership status from ${previousValue} to ${value}.`,
)
// Here, you can implement actions that could track conversions from one tier to another
}
},
],
},
}
```
In this example, the `afterChange` hook is used with a `membershipStatusField`, which allows users to select their
membership level (Standard, Premium, VIP). The hook monitors changes in the membership status. When a change occurs, it
logs the update and can be used to trigger further actions, such as tracking conversion from one tier to another or
notifying them about changes in their membership benefits.
### afterRead
The `afterRead` hook is invoked after a field value is read from the database. This is ideal for formatting or
transforming the field data for output.
```ts
import { Field } from 'payload/types'
const dateField: Field = {
name: 'createdAt',
type: 'date',
hooks: {
afterRead: [
({ value }) => {
// Format date for display
return new Date(value).toLocaleDateString()
},
],
},
}
```
Here, the `afterRead` hook for the `dateField` is used to format the date into a more readable format
using `toLocaleDateString()`. This hook modifies the way the date is presented to the user, making it more
user-friendly.
### beforeDuplicate
The `beforeDuplicate` field hook is called on each locale (when using localization), when duplicating a document. It may be used when documents having the
exact same properties may cause issue. This gives you a way to avoid duplicate names on `unique`, `required` fields or when external systems expect non-repeating values on documents.
This hook gets called after `beforeChange` hooks are called and before the document is saved to the database.
By Default, unique and required text fields Payload will append "- Copy" to the original document value. The default is not added if your field has its own, you must return non-unique values from your beforeDuplicate hook to avoid errors or enable the `disableDuplicate` option on the collection.
Here is an example of a number field with a hook that increments the number to avoid unique constraint errors when duplicating a document:
```ts
import { Field } from 'payload/types'
const numberField: Field = {
name: 'number',
type: 'number',
hooks: {
// increment existing value by 1
beforeDuplicate: [({ value }) => {
return (value ?? 0) + 1
}],
}
}
```
## TypeScript
Payload exports a type for field hooks which can be accessed and used as follows:
@@ -36,7 +36,7 @@ If your Hook simply performs a side-effect, such as updating a CRM, it might be
#### Server-only execution
Payload Hooks do not have any effect within the Payload Admin panel. You can safely [remove your hooks](/docs/admin/webpack#aliasing-server-only-modules) from your Admin panel's code by customizing the Webpack config, which not only keeps your Admin bundles' filesize small but also ensures that any server-side only code does not cause problems within browser environments.
Payload Hooks are only triggered on the server. You can safely [remove your hooks](/docs/admin/webpack#aliasing-server-only-modules) from your Admin panel's client-side code by customizing the Webpack config, which not only keeps your Admin bundles' filesize small but also ensures that any server-side only code does not cause problems within browser environments.
If your front-end application supports Server Components like the [Next.js App Router](https://nextjs.org/docs/app), etc., we suggest setting up [server-side Live Preview](./server).
</Banner>
While using Live Preview, the Admin panel emits a new `window.postMessage` event every time your document has changed. Your front-end application can listen for these events and re-render accordingly.
If your front-end application is built with [React](#react) or [Vue](#vue), use the `useLivePreview` hooks that Payload provides. In the future, all other major frameworks like Svelte will be officially supported. If you are using any of these frameworks today, you can still integrate with Live Preview yourself using the underlying tooling that Payload provides. See [building your own hook](#building-your-own-hook) for more information.
| **`data`** | The live data of the document, merged with the initial data. |
| **`isLoading`** | A boolean that indicates whether or not the document is loading. |
<Banner type="info">
If your front-end is tightly coupled to required fields, you should ensure that your UI does not
break when these fields are removed. For example, if you are rendering something like
`data.relatedPosts[0].title`, your page will break once you remove the first related post. To get
around this, use conditional logic, optional chaining, or default values in your UI where needed.
For example, `data?.relatedPosts?.[0]?.title`.
</Banner>
<Banner type="info">
It is important that the `depth` argument matches exactly with the depth of your initial page request. The depth property is used to populated relationships and uploads beyond their IDs. See [Depth](../getting-started/concepts#depth) for more information.
</Banner>
### React
If your front-end application is built with client-side [React](https://react.dev) like [Next.js Pages Router](https://nextjs.org/docs/pages), you can use the `useLivePreview` hook that Payload provides.
First, install the `@payloadcms/live-preview-react` package:
```bash
npm install @payloadcms/live-preview-react
```
Then, use the `useLivePreview` hook in your React component:
```tsx
'use client'
import { useLivePreview } from '@payloadcms/live-preview-react'
import { Page as PageType } from '@/payload-types'
// Fetch the page in a server component, pass it to the client component, then thread it through the hook
// The hook will take over from there and keep the preview in sync with the changes you make
// The `data` property will contain the live data of the document
export const PageClient: React.FC<{
page: {
title: string
}
}> = ({ page: initialPage }) => {
const { data } = useLivePreview<PageType>({
initialData: initialPage,
serverURL: PAYLOAD_SERVER_URL,
depth: 2,
})
return <h1>{data.title}</h1>
}
```
### Vue
If your front-end application is built with [Vue 3](https://vuejs.org) or [Nuxt 3](https://nuxt.js), you can use the `useLivePreview` composable that Payload provides.
First, install the `@payloadcms/live-preview-vue` package:
```bash
npm install @payloadcms/live-preview-vue
```
Then, use the `useLivePreview` hook in your Vue component:
```vue
<script setup lang="ts">
import type { PageData } from '~/types';
import { defineProps } from 'vue';
import { useLivePreview } from '@payloadcms/live-preview-vue';
// Fetch the initial data on the parent component or using async state
// When a change is made, the `onChange` callback will be called with the merged data
// Set this merged data into state so that React will re-render the UI
setData(mergedData)
setIsLoading(false)
}, [])
useEffect(() => {
// Listen for `window.postMessage` events from the Admin panel
// When a change is made, the `onChange` callback will be called with the merged data
const subscription = subscribe({
callback: onChange,
depth,
initialData,
serverURL,
})
// Once subscribed, send a `ready` message back up to the Admin panel
// This will indicate that the front-end is ready to receive messages
if (!hasSentReadyMessage.current) {
hasSentReadyMessage.current = true
ready({
serverURL,
})
}
// When the component unmounts, unsubscribe from the `window.postMessage` events
return () => {
unsubscribe(subscription)
}
}, [serverURL, onChange, depth, initialData])
return {
data,
isLoading,
}
}
```
<Banner type="info">
When building your own hook, ensure that the args and return values are consistent with the ones
listed at the top of this document. This will ensure that all hooks follow the same API.
</Banner>
## Example
For a working demonstration of this, check out the official [Live Preview Example](https://github.com/payloadcms/payload/tree/main/examples/live-preview/payload). There you will find examples of various front-end frameworks and how to integrate each one of them, including:
#### Relationships and/or uploads are not populating
If you are using relationships or uploads in your front-end application, and your front-end application runs on a different domain than your Payload server, you may need to configure [CORS](../configuration/overview) to allow requests to be made between the two domains. This includes sites that are running on a different port or subdomain. Similarly, if you are protecting resources behind user authentication, you may also need to configure [CSRF](../authentication/overview#csrf-protection) to allow cookies to be sent between the two domains. For example:
```ts
// payload.config.ts
{
// ...
// If your site is running on a different domain than your Payload server,
// This will allows requests to be made between the two domains
cors: {
[
'http://localhost:3001' // Your front-end application
],
},
// If you are protecting resources behind user authentication,
// This will allow cookies to be sent between the two domains
csrf: {
[
'http://localhost:3001' // Your front-end application
],
},
}
```
#### Relationships and/or uploads disappear after editing a document
It is possible that either you are setting an improper [`depth`](../getting-started/concepts#depth) in your initial request and/or your `useLivePreview` hook, or they're mismatched. Ensure that the `depth` parameter is set to the correct value, and that it matches exactly in both places. For example:
```tsx
// Your initial request
const { docs } = await payload.find({
collection: 'pages',
depth: 1, // Ensure this is set to the proper depth for your application
where: {
slug: {
equals: 'home',
},
},
})
```
```tsx
// Your hook
const { data } = useLivePreview<PageType>({
initialData: initialPage,
serverURL: PAYLOAD_SERVER_URL,
depth: 1, // Ensure this matches the depth of your initial request
While using Live Preview, the Admin panel emits a new `window.postMessage` event every time a change is made to the document. Your front-end application can listen for these events and re-render accordingly.
There are two ways to use Live Preview in your own application depending on whether your front-end framework supports server components:
Wiring your front-end into Live Preview is easy. If your front-end application is built with React or Next.js, use the [`useLivePreview`](#react) React hook that Payload provides. In the future, all other major frameworks like Vue, Svelte, etc will be officially supported. If you are using any of these frameworks today, you can still integrate with Live Preview yourself using the underlying tooling that Payload provides. See [building your own hook](#building-your-own-hook) for more information.
| **`data`** | The live data of the document, merged with the initial data. |
| **`isLoading`** | A boolean that indicates whether or not the document is loading. |
- [Server-side Live Preview (suggested)](./server)
- [Client-side Live Preview](./client)
<Banner type="info">
If your front-end is tightly coupled to required fields, you should ensure that your UI does not break when these fields are removed. For example, if you are rendering something like `data.relatedPosts[0].title`, your page will break once you remove the first related post. To get around this, use conditional logic, optional chaining, or default values in your UI where needed. For example, `data?.relatedPosts?.[0]?.title`.
We suggest using server-side Live Preview if your framework supports it, it is both simpler to setup and more performant to run than the client-side alternative.
</Banner>
### React
If your front-end application is built with React or Next.js, you can use the `useLivePreview` hook that Payload provides.
First, install the `@payloadcms/live-preview-react` package:
```bash
npm install @payloadcms/live-preview-react
```
Then, use the `useLivePreview` hook in your React component:
```tsx
'use client';
import { useLivePreview } from '@payloadcms/live-preview-react';
import { Page as PageType } from '@/payload-types'
// Fetch the page in a server component, pass it to the client component, then thread it through the hook
// The hook will take over from there and keep the preview in sync with the changes you make
// The `data` property will contain the live data of the document
export const PageClient: React.FC<{
page: {
title: string
}
}> = ({ page: initialPage }) => {
const { data } = useLivePreview<PageType>({
initialData: initialPage,
serverURL: PAYLOAD_SERVER_URL,
depth: 2,
})
return (
<h1>{data.title}</h1>
)
}
```
<Banner type="info">
If is important that the `depth` argument matches exactly with the depth of your initial page request. The depth property is used to populated relationships and uploads beyond their IDs. See [Depth](../getting-started/concepts#depth) for more information.
</Banner>
## Building your own hook
No matter what front-end framework you are using, you can build your own hook using the same underlying tooling that Payload provides.
First, install the base `@payloadcms/live-preview` package:
// When a change is made, the `onChange` callback will be called with the merged data
// Set this merged data into state so that React will re-render the UI
setData(mergedData)
setIsLoading(false)
}, [])
useEffect(() => {
// Listen for `window.postMessage` events from the Admin panel
// When a change is made, the `onChange` callback will be called with the merged data
const subscription = subscribe({
callback: onChange,
depth,
initialData,
serverURL,
})
// Once subscribed, send a `ready` message back up to the Admin panel
// This will indicate that the front-end is ready to receive messages
if (!hasSentReadyMessage.current) {
hasSentReadyMessage.current = true
ready({
serverURL
})
}
// When the component unmounts, unsubscribe from the `window.postMessage` events
return () => {
unsubscribe(subscription)
}
}, [serverURL, onChange, depth, initialData])
return {
data,
isLoading,
}
}
```
<Banner type="info">
When building your own hook, ensure that the args and return values are consistent with the ones listed at the top of this document. This will ensure that all hooks follow the same API.
</Banner>
## Example
For a working demonstration of this, check out the official [Live Preview Example](https://github.com/payloadcms/payload/tree/main/examples/live-preview/payload). There you will find examples of various front-end frameworks and how to integrate each one of them, including:
@@ -8,20 +8,28 @@ keywords: live preview, preview, live, iframe, iframe preview, visual editing, d
**With Live Preview you can render your front-end application directly within the Admin panel. As you type, your changes take effect in real-time. No need to save a draft or publish your changes.**
Live Preview works by rendering an iframe on the page that loads your front-end application. The Admin panel communicates with your app through [`window.postMessage`](https://developer.mozilla.org/en-US/docs/Web/API/Window/postMessage) events. These events are emitted every time a change is made to the document. Your app then listens for these events and re-renders itself with the data it receives.
Live Preview works by rendering an iframe on the page that loads your front-end application. The Admin panel communicates with your app through [`window.postMessage`](https://developer.mozilla.org/en-US/docs/Web/API/Window/postMessage) events. These events are emitted every time a change is made to the document. Your app then listens for these events and re-renders itself with the data it receives. Live Preview works in both server-side as well as client-side environments. See [Front-End](./frontend) for more details.
{/* IMAGE OF LIVE PREVIEW HERE */}
<Banner type="warning">
Live Preview is currently in beta. You may use this feature in production, but please be aware
that it is subject to change and may not be fully stable for all use cases. If you encounter any
Setting up Live Preview is easy. You first need to enable it through the `admin.livePreview` property of your Payload config. It takes the following options:
| **`url`** \* | String, or function that returns a string, pointing to your front-end application. This value is used as the iframe `src`. [More details](#url). |
| **`breakpoints`** | Array of breakpoints to be used as “device sizes” in the preview window. Each item appears as an option in the toolbar. [More details](#breakpoints). |
| **`collections`** | Array of collection slugs to enable Live Preview on. |
| **`globals`** | Array of global slugs to enable Live Preview on. |
| **`url`** \* | String, or function that returns a string, pointing to your front-end application. This value is used as the iframe `src`. [More details](#url). |
| **`breakpoints`** | Array of breakpoints to be used as “device sizes” in the preview window. Each item appears as an option in the toolbar. [More details](#breakpoints). |
| **`collections`** | Array of collection slugs to enable Live Preview on. |
| **`globals`** | Array of global slugs to enable Live Preview on. |
_\* An asterisk denotes that a property is required._
@@ -64,11 +72,11 @@ The `url` property is a string that points to your front-end application. This v
You can also pass a function in order to dynamically format URLs. This function is called with the following arguments:
| **`data`** | The data of the document being edited. This includes changes that have not yet been saved. |
| **`documentInfo`** | Information about the document being edited like collection slug. [More details](../admin/hooks#usedocumentinfo). |
| **`locale`** | The locale currently being edited (if applicable). [More details](../configuration/localization). |
Here is an example of using a function that returns a dynamic URL:
@@ -96,12 +104,12 @@ Here is an example of using a function that returns a dynamic URL:
The breakpoints property is an array of objects which are used as “device sizes” in the preview window. Each item will render as an option in the toolbar. When selected, the preview window will resize to the exact dimensions specified in that breakpoint. Each breakpoint takes the following properties:
Server-side Live Preview is only for front-end frameworks that support the concept of Server Components, i.e. [React Server Components](https://react.dev/reference/rsc/server-components). If your front-end application is built with a client-side framework like the [Next.js Pages Router](https://nextjs.org/docs/pages), [React Router](https://reactrouter.com), [Vue 3](https://vuejs.org), etc., see [client-side Live Preview](./client).
</Banner>
Server-side Live Preview works by making a roundtrip to the server every time your document is saved, i.e. draft save, autosave, or publish. While using Live Preview, the Admin panel emits a new `window.postMessage` event which your front-end application can use to invoke this process. In Next.js, this means simply calling `router.refresh()` which will hydrate the HTML using new data straight from the [Local API](../local-api/overview).
<Banner type="warning">
It is recommended that you enable [Autosave](../versions/autosave) alongside Live Preview to make the experience feel more responsive.
</Banner>
If your front-end application is built with [React](#react), you can use the `RefreshRouteOnChange` function that Payload provides. In the future, all other major frameworks like Vue and Svelte will be officially supported. If you are using any of these frameworks today, you can still integrate with Live Preview yourself using the underlying tooling that Payload provides. See [building your own router refresh component](#building-your-own-router-refresh-component) for more information.
### React
If your front-end application is built with [React](https://react.dev) or [Next.js](https://nextjs.org), you can use the `RefreshRouteOnSave` component that Payload provides.
First, install the `@payloadcms/live-preview-react` package:
```bash
npm install @payloadcms/live-preview-react
```
Then, render `RefreshRouteOnSave` anywhere in your `page.tsx`. Here's an example:
`page.tsx`:
```tsx
import { RefreshRouteOnSave } from './RefreshRouteOnSave.tsx'
import { getPayloadHMR } from '@payloadcms/next'
import config from '../payload.config'
export default async function Page() {
const payload = await getPayloadHMR({ config })
const page = await payload.find({
collection: 'pages',
draft: true
})
return (
<Fragment>
<RefreshRouteOnSave />
<h1>{page.title}</h1>
</Fragment>
)
}
```
`RefreshRouteOnSave.tsx`:
```tsx
'use client'
import { RefreshRouteOnSave as PayloadLivePreview } from '@payloadcms/live-preview-react'
| **`ready`** | Sends a `window.postMessage` event to the Admin panel to indicate that the front-end is ready to receive messages. |
| **`isDocumentEvent`** | Checks if a `MessageEvent` originates from the Admin panel and is a document-level event, i.e. draft save, autosave, publish, etc. |
With these functions, you can build your own hook using your front-end framework of choice:
```tsx
import { ready, isDocumentEvent } from '@payloadcms/live-preview'
// To build your own component:
// 1. Listen for document-level `window.postMessage` events sent from the Admin panel
// 2. Tell the Admin panel when it is ready to receive messages
// 3. Refresh the route every time a new document-level event is received
// 4. Unsubscribe from the `window.postMessage` events when it unmounts
```
Here is an example of what the same `RefreshRouteOnSave` React component from above looks like under the hood:
```tsx
'use client'
import type React from 'react'
import { isDocumentEvent, ready } from '@payloadcms/live-preview'
import { useCallback, useEffect, useRef } from 'react'
{/* TODO: add example once beta has been release and an example can be created */}
## Troubleshooting
#### Updates do not appear as fast as client-side Live Preview
If you are noticing that updates feel less snappy than client-side Live Preview (i.e. the `useLivePreview` hook), this is because of how the two differ in how they work—instead of emitting events against form state as you type, server-side Live Preview refreshes the route after a new document is saved. You can use autosave to mimic this effect. Try decreasing the value of `versions.autoSave.interval` to make the experience feel more responsive:
The Payload Local API gives you the ability to execute the same operations that are available through REST and GraphQL within Node, directly on your server. Here, you don't need to deal with server latency or network speed whatsoever and can interact directly with your database.
The Payload Local API gives you the ability to execute the same operations that are available through REST and GraphQL
within Node, directly on your server. Here, you don't need to deal with server latency or network speed whatsoever and
can interact directly with your database.
<Banner type="success">
<strong>Tip:</strong>
@@ -30,7 +32,9 @@ You can gain access to the currently running `payload` object via two ways:
##### Importing it
You can import or require `payload` into your own files after it's been initialized, but you need to make sure that your `import` / `require` statements come **after** you call `payload.init()`—otherwise Payload won't have been initialized yet. That might be obvious. To us, it's usually not.
You can import or require `payload` into your own files after it's been initialized, but you need to make sure that
your `import` / `require` statements come **after** you call `payload.init()`—otherwise Payload won't have been
initialized yet. That might be obvious. To us, it's usually not.
Building your own plugin is easy, and if you're already familiar with Payload then you'll have everything you need to get started. You can either start from scratch or use the Payload plugin template to get up and running quickly.
<Banner type="success">
To use the template, run `npx create-payload-app@latest -t plugin -n my-new-plugin` directly in your terminal or [clone the template directly from GitHub](https://github.com/payloadcms/payload-plugin-template).
To use the template, run `npx create-payload-app@latest -t plugin -n my-new-plugin` directly in
your terminal or [clone the template directly from
Our plugin template includes everything you need to build a full life-cycle plugin:
* Example files and functions for extending the payload config
* A local dev environment to develop the plugin
* Test suite with integrated GitHub workflow
- Example files and functions for extending the payload config
- A local dev environment to develop the plugin
- Test suite with integrated GitHub workflow
By abstracting your code into a plugin, you'll be able to reuse your feature across multiple projects and make it available for other developers to use.
@@ -24,7 +26,6 @@ By abstracting your code into a plugin, you'll be able to reuse your featur
Here is a brief recap of how to integrate plugins with Payload, to learn more head back to the [plugin overview page](https://payloadcms.com/docs/plugins/overview).
#### How to install a plugin
To install any plugin, simply add it to your Payload config in the plugins array.
@@ -44,7 +45,6 @@ const config = buildConfig({
export default config;
```
#### Initialization
The initialization process goes in the following order:
@@ -55,7 +55,6 @@ The initialization process goes in the following order:
4. Sanitization cleans and validates data
5. Final config gets initialized
### Plugin Template
In the [Payload plugin template](https://github.com/payloadcms/payload-plugin-template), you will see a common file structure that is used across plugins:
@@ -64,14 +63,12 @@ In the [Payload plugin template](https://github.com/payloadcms/payload-plugin-te
2. /src folder - everything related to the plugin
3. /dev folder - sanitized test project for development
#### Root
In the root folder, you will see various files related to the configuration of the plugin. We set up our environment in a similar manner in Payload core and across other projects. The only two files you need to modify are:
* **README**.md - This contains instructions on how to use the template. When you are ready, update this to contain instructions on how to use your Plugin.
* **package**.json - Contains necessary scripts and dependencies. Overwrite the metadata in this file to describe your Plugin.
- **README**.md - This contains instructions on how to use the template. When you are ready, update this to contain instructions on how to use your Plugin.
- **package**.json - Contains necessary scripts and dependencies. Overwrite the metadata in this file to describe your Plugin.
#### Dev
@@ -84,7 +81,7 @@ If you're starting from scratch, you can easily setup a dev environment lik
```
mkdir dev
cd dev
npx create-payload-app
npx create-payload-app@latest
```
If you're using the plugin template, the dev folder is built out for you and the `samplePlugin` has already been installed in `dev/payload.config()`.
@@ -104,7 +101,6 @@ When you're ready to start development, navigate into this folder with `cd
And then start the project with `yarn dev` and pull up `http://localhost:3000` in your browser.
### Testing
Another benefit of the dev folder is that you have the perfect environment established for testing.
For development and testing, you will likely need some data to work with. You can streamline this process by seeding and dropping your database - instead of manually entering data.
Now that we have our environment setup and dev project ready to go - it's time to build the plugin!
**index.ts**
First up, the `src/index.ts` file - this is where the plugin should be imported from. It is best practice not to build the plugin directly in this file, instead we use this to export the plugin and types from their respective files.
**Plugin.ts**
To reiterate, the essence of a payload plugin is simply to extend the Payload config - and that is exactly what we are doing in this file.
@@ -196,7 +188,6 @@ export const samplePlugin =
3. From here, you can extend the config however you like!
4. Finally, return the config and you're all set.
### Spread Syntax
[Spread syntax](https://developer.mozilla.org/en-US/docs/Web/JavaScript/Reference/Operators/Spread_syntax) (or the spread operator) is a feature in JavaScript that uses the dot notation **(...)** to spread elements from arrays, strings, or objects into various contexts.
@@ -244,7 +235,6 @@ If you wish to add to the `onInit`, you must include the async/await. We don&apo
In the template, we have stubbed out a basic `onInitExtension` file that you can use, if not needed feel free to delete it.
### Webpack
If any of your files use server only packages such as fs, stripe, nodemailer, etc, they will need to be removed from the browser bundle. To do that, you can [alias the file imports with webpack](https://payloadcms.com/docs/admin/webpack#aliasing-server-only-modules).
@@ -283,12 +273,21 @@ If possible, include [JSDoc comments](https://www.typescriptlang.org/docs/handbo
In addition to the setup covered above, here are other best practices to follow:
##### Providing an enable / disable option:
For a better user experience, provide a way to disable the plugin without uninstalling it. This is especially important if your plugin adds additional webpack aliases, this will allow you to still let the webpack run to prevent errors.
##### Include tests in your GitHub CI workflow:
If you've configured tests for your package, integrate them into your workflow to run the tests each time you commit to the plugin repository. Learn more about [how to configure tests into your GitHub CI workflow.](https://docs.github.com/en/actions/automating-builds-and-tests/building-and-testing-nodejs)
##### Publish your finished plugin to NPM:
The best way to share and allow others to use your plugin once it is complete is to publish an NPM package. This process is straightforward and well documented, find out more about [creating and publishing a NPM package here](https://docs.npmjs.com/creating-and-publishing-scoped-public-packages/).
##### Add payload-plugin topic tag:
Apply the tag **payload-plugin** to your GitHub repository. This will boost the visibility of your plugin and ensure it gets listed with [existing payload plugins](https://github.com/topics/payload-plugin).
##### Use [Semantic Versioning](https://semver.org/) (SemVar):
With the SemVar system you release version numbers that reflect the nature of changes (major, minor, patch). Ensure all major versions reference their Payload compatibility.
##### Use [Semantic Versioning](https://semver.org/) (SemVer):
With the SemVer system you release version numbers that reflect the nature of changes (major, minor, patch). Ensure all major versions reference their Payload compatibility.
This plugin allows you to build and manage custom forms directly within the admin panel. Instead of hard-coding a new form into your website or application every time you need one, admins can simply define the schema for each form they need on-the-fly, and your front-end can map over this schema, render its own UI components, and match your brand's design system.
All form submissions are stored directly in your database and are managed directly from the admin panel. When forms are submitted, you can display a custom on-screen confirmation message to the user or redirect them to a dedicated confirmation page. You can even send dynamic, personalized emails derived from the form's data. For example, you may want to send a confirmation email to the user who submitted the form, and also send a notification email to your team.
Forms can be as simple or complex as you need, from a basic contact form, to a multi-step lead generation engine, or even a donation form that processes payment. You may not need to reach for third-party services like HubSpot or Mailchimp for this, but instead use your own first-party tooling, built directly into your own application.
<Banner type="info">
This plugin is completely open-source and the [source code can be found
here](https://github.com/payloadcms/payload/tree/main/packages/plugin-form-builder). If you need
help, check out our [Community Help](https://payloadcms.com/community-help). If you think you've
- Build completely dynamic forms directly from the admin panel for a variety of use cases
- Render forms on your front-end using your own UI components and match your brand's design system
- Send dynamic, personalized emails upon form submission to multiple recipients, derived from the form's data
- Display a custom confirmation message or automatically redirect upon form submission
- Build dynamic prices based on form input to use for payment processing (optional)
## Installation
Install the plugin using any JavaScript package manager like [Yarn](https://yarnpkg.com), [NPM](https://npmjs.com), or [PNPM](https://pnpm.io):
```bash
yarn add @payloadcms/plugin-form-builder
```
## Basic Usage
In the `plugins` array of your [Payload config](https://payloadcms.com/docs/configuration/overview), call the plugin with [options](#options):
```ts
import { buildConfig } from 'payload/config'
import formBuilder from '@payloadcms/plugin-form-builder'
const config = buildConfig({
collections: [
{
slug: 'pages',
fields: [],
},
],
plugins: [
formBuilder({
// see below for a list of available options
}),
],
})
export default config
```
### Options
#### `fields` (option)
The `fields` property is an object of field types to allow your admin editors to build forms with. To override default settings, pass either a boolean value or a partial [Payload Block](https://payloadcms.com/docs/fields/blocks#block-configs) _keyed to the block's slug_. See [Fields](#fields) for more details.
```ts
// payload.config.ts
formBuilder({
// ...
fields: {
text: true,
textarea: true,
select: true,
email: true,
state: true,
country: true,
checkbox: true,
number: true,
message: true,
payment: false,
},
})
```
#### `redirectRelationships`
The `redirectRelationships` property is an array of collection slugs that, when enabled, are populated as options in the form's `redirect` field. This field is used to redirect the user to a dedicated confirmation page upon form submission (optional).
```ts
// payload.config.ts
formBuilder({
// ...
redirectRelationships: ['pages'],
})
```
#### `beforeEmail`
The `beforeEmail` property is a [beforeChange](<[beforeChange](https://payloadcms.com/docs/hooks/globals#beforechange)>) hook that is called just after emails are prepared, but before they are sent. This is a great place to inject your own HTML template to add custom styles.
```ts
// payload.config.ts
formBuilder({
// ...
beforeEmail: (emailsToSend) => {
// modify the emails in any way before they are sent
return emails.map((email) => ({
...email,
html: email.html, // transform the html in any way you'd like (maybe wrap it in an html template?)
}))
},
})
```
#### `formOverrides`
Override anything on the `forms` collection by sending a [Payload Collection Config](https://payloadcms.com/docs/configuration/collections) to the `formOverrides` property.
```ts
// payload.config.ts
formBuilder({
// ...
formOverrides: {
slug: 'contact-forms',
access: {
read: () => true,
update: () => false,
},
fields: [
{
name: 'custom-field',
type: 'text',
},
],
},
})
```
#### `formSubmissionOverrides`
Override anything on the `form-submissions` collection by sending a [Payload Collection Config](https://payloadcms.com/docs/configuration/collections) to the `formSubmissionOverrides` property.
<Banner type="warning">
By default, this plugin relies on [Payload access
control](https://payloadcms.com/docs/access-control/collections) to restrict the `update` and
`read` operations on the `form-submissions` collection. This is because _anyone_ should be able to
create a form submission, even from a public-facing website, but _no one_ should be able to update
a submission one it has been created, or read a submission unless they have permission. You can
override this behavior or any other property as needed.
</Banner>
```ts
// payload.config.ts
formBuilder({
// ...
formSubmissionOverrides: {
slug: 'leads',
},
})
```
#### `handlePayment`
The `handlePayment` property is a [beforeChange](<[beforeChange](https://payloadcms.com/docs/hooks/globals#beforechange)>) hook that is called upon form submission. You can integrate into any third-party payment processing API here to accept payment based on form input. You can use the `getPaymentTotal` function to calculate the total cost after all conditions have been applied. This is only applicable if the form has enabled the `payment` field.
First import the utility function. This will execute all of the price conditions that you have set in your form's `payment` field and returns the total price.
```ts
// payload.config.ts
import { getPaymentTotal } from '@payloadcms/plugin-form-builder'
Each field represents a form input. To override default settings pass either a boolean value or a partial [Payload Block](https://payloadcms.com/docs/fields/blocks) _keyed to the block's slug_. See [Field Overrides](#field-overrides) for more details on how to do this.
<Banner type="info">
<strong>Note:</strong>
"Fields" here is in reference to the _fields to build forms with_, not to be confused with the _fields
of a collection_ which are set via `formOverrides.fields`.
</Banner>
#### Text
Maps to a `text` input in your front-end. Used to collect a simple string.
| `message` | richText | The message to display on the form. |
#### Payment
Add this field to your form if it should collect payment. Upon submission, the `handlePayment` callback is executed with the form and submission data. You can use this to integrate with any third-party payment processing API.
| `defaultValue` | number | The default value of the field. |
| `width` | string | The width of the field on the front-end. |
| `required` | checkbox | Whether or not the field is required when submitted. |
| `priceConditions` | array | An array of objects that define the price conditions. See below for more details. |
##### Price Conditions
Each of the `priceConditions` are executed by the `getPaymentTotal` utility that this plugin provides. You can call this function in your `handlePayment` callback to dynamically calculate the total price of a form upon submission based on the user's input. For example, you could create a price condition that says "if the user selects 'yes' for this checkbox, add $10 to the total price".
| `fieldToUse` | relationship | The field to use to determine the price. |
| `condition` | string | The condition to use to determine the price. |
| `valueForOperator` | string | The value to use for the operator. |
| `operator` | string | The operator to use to determine the price. |
| `valueType` | string | The type of value to use to determine the price. |
| `value` | string | The value to use to determine the price. |
#### Field Overrides
You can provide your own custom fields by passing a new [Payload Block](https://payloadcms.com/docs/fields/blocks#block-configs) object into `fields`. You can override or extend any existing fields by first importing the `fields` from the plugin:
```ts
import { fields } from '@payloadcms/plugin-form-builder'
```
Then merging it into your own custom field:
```ts
// payload.config.ts
formBuilder({
// ...
fields: {
text: {
...fields.text,
labels: {
singular: 'Custom Text Field',
plural: 'Custom Text Fields',
},
},
},
})
```
## Email
This plugin relies on the [email configuration](https://payloadcms.com/docs/email/overview) defined in your `payload.init()`. It will read from your config and attempt to send your emails using the credentials provided.
## TypeScript
All types can be directly imported:
```js
import {
PluginConfig,
Form,
FormSubmission,
FieldsConfig,
BeforePayment,
BeforeEmail,
HandlePayment,
...
} from "@payloadcms/plugin-form-builder/types";
```
## Examples
The [Examples Directory](https://github.com/payloadcms/payload/tree/main/examples) contains an official [Form Builder Plugin Example](https://github.com/payloadcms/payload/tree/main/examples/form-builder) which demonstrates exactly how to configure this plugin in Payload and implement it on your front-end. We've also included an in-depth walk-through of how to build a form from scratch in our [Form Builder Plugin Blog Post](https://payloadcms.com/blog/create-custom-forms-with-the-official-form-builder-plugin).
## Troubleshooting
Below are some common troubleshooting tips. To help other developers, please contribute to this section as you troubleshoot your own application.
##### SendGrid 403 Forbidden Error
- If you are using [SendGrid Link Branding](https://docs.sendgrid.com/ui/account-and-settings/how-to-set-up-link-branding) to remove the "via sendgrid.net" part of your email, you must also setup [Domain Authentication](https://docs.sendgrid.com/ui/account-and-settings/how-to-set-up-domain-authentication). This means you can only send emails from an address on this domain — so the `from` addresses in your form submission emails **_cannot_** be anything other than `something@your_domain.com`. This means that from `{{email}}` will not work, but `website@your_domain.com` will. You can still send the form's email address in the body of the email.
| `label` | The label of the breadcrumb. This field is automatically set to either the `collection.admin.useAsTitle` (if defined) or is set to the `ID` of the document. You can also dynamically define the `label` by passing a function to the options property of [`generateLabel`](#generateLabel). |
| `url` | The URL of the breadcrumb. By default, this field is undefined. You can manually define this field by passing a property called function to the plugin options property of [`generateURL`](#generateURL). |
### Options
#### `collections`
An array of collections slugs to enable nested docs.
#### `generateLabel`
Each `breadcrumb` has a required `label` field. By default, its value will be set to the collection's `admin.useAsTitle`
or fallback the the `ID` of the document.
You can also pass a function to dynamically set the `label` of your breadcrumb.
```ts
// payload.config.ts
nestedDocs({
//...
generateLabel: (_, doc) => doc.title, // NOTE: 'title' is a hypothetical field
})
```
The function takes two arguments and returns a string:
This plugin allows you to easily manage redirects for your application from within your admin panel. It does so by adding a `redirects` collection to your config that allows you specify a redirect from one URL to another. Your front-end application can use this data to automatically redirect users to the correct page using proper HTTP status codes. This is useful for SEO, indexing, and search engine ranking when re-platforming or when changing your URL structure.
For example, if you have a page at `/about` and you want to change it to `/about-us`, you can create a redirect from the old page to the new one, then you can use this data to write HTTP redirects into your front-end application. This will ensure that users are redirected to the correct page without penalty because search engines are notified of the change at the request level. This is a very lightweight plugin that will allow you to integrate managed redirects for any front-end framework.
<Banner type="info">
This plugin is completely open-source and the [source code can be found
here](https://github.com/payloadcms/payload/tree/main/packages/plugin-redirects). If you need
help, check out our [Community Help](https://payloadcms.com/community-help). If you think you've
| `collections` | `string[]` | An array of collection slugs to populate in the `to` field of each redirect. |
| `overrides` | `object` | A partial collection config that allows you to override anything on the `redirects` collection. |
## TypeScript
All types can be directly imported:
```ts
import { PluginConfig } from '@payloadcms/plugin-redirects/types'
```
## Examples
The [Examples Directory](https://github.com/payloadcms/payload/tree/main/examples) contains an official [Redirects Plugin Example](https://github.com/payloadcms/payload/tree/main/examples/redirects) which demonstrates exactly how to configure this plugin in Payload and implement it on your front-end. The [Templates Directory](https://github.com/payloadcms/payload/tree/main/templates) also contains an official [Website Template](https://github.com/payloadcms/payload/tree/main/templates/website) and [E-commerce Template](https://github.com/payloadcms/payload/tree/main/templates/ecommere), both of which use this plugin.
This plugin generates records of your documents that are extremely fast to search on. It does so by creating a new `search` collection that is indexed in the database then saving a static copy of each of your documents using only search-critical data. Search records are automatically created, synced, and deleted behind-the-scenes as you manage your application's documents.
For example, if you have a posts collection that is extremely large and complex, this would allow you to sync just the title, excerpt, and slug of each post so you can query on _that_ instead of the original post directly. Search records are static, so querying them also has the significant advantage of bypassing any hooks that may present be on the original documents. You define exactly what data is synced, and you can even modify or fallback this data before it is saved on a per-document basis.
To query search results, use all the existing Payload APIs that you are already familiar with. You can also prioritize search results by setting a custom priority for each collection. For example, you may want to list blog posts before pages. Or you may want one specific post to always take appear first. Search records are given a `priority` field that can be used as the `?sort=` parameter in your queries.
This plugin is a great way to implement a fast, immersive search experience such as a search bar in a front-end application. Many applications may not need the power and complexity of a third-party service like Algolia or ElasticSearch. This plugin provides a first-party alternative that is easy to set up and runs entirely on your own database.
<Banner type="info">
This plugin is completely open-source and the [source code can be found
here](https://github.com/payloadcms/payload/tree/main/packages/plugin-search). If you need help,
check out our [Community Help](https://payloadcms.com/community-help). If you think you've found a
- Automatically adds an indexed `search` collection to your database
- Automatically creates, syncs, and deletes search records as you manage your documents
- Saves only search-critical data that you define (e.g. title, excerpt, etc.)
- Allows you to query search results using first-party Payload APIs
- Allows you to query documents without triggering any of their underlying hooks
- Allows you to easily prioritize search results by collection or document
## Installation
Install the plugin using any JavaScript package manager like [Yarn](https://yarnpkg.com), [NPM](https://npmjs.com), or [PNPM](https://pnpm.io):
```bash
yarn add @payloadcms/plugin-search
```
## Basic Usage
In the `plugins` array of your [Payload config](https://payloadcms.com/docs/configuration/overview), call the plugin with [options](#options):
```js
import { buildConfig } from 'payload/config'
import search from '@payloadcms/plugin-search'
const config = buildConfig({
collections: [
{
slug: 'pages',
fields: [],
},
{
slug: 'posts',
fields: [],
},
],
plugins: [
search({
collections: ['pages', 'posts'],
defaultPriorities: {
pages: 10,
posts: 20,
},
}),
],
})
export default config
```
### Options
#### `collections`
The `collections` property is an array of collection slugs to enable syncing to search. Enabled collections receive a `beforeChange` and `afterDelete` hook that creates, updates, and deletes its respective search record as it changes over time.
#### `defaultPriorities`
This plugin automatically adds a `priority` field to the `search` collection that can be used as the `?sort=` parameter in your queries. For example, you may want to list blog posts before pages. Or you may want one specific post to always take appear first.
The `defaultPriorities` property is used to set a fallback `priority` on search records during the `create` operation. It accepts an object with keys that are your collection slugs and values that can either be a number or a function that returns a number. The function receives the `doc` as an argument, which is the document being created.
This plugin automatically creates the `search` collection, but you can override anything on this collection via the `searchOverrides` property. It accepts anything from the [Payload Collection Config](https://payloadcms.com/docs/configuration/collections) and merges it in with the default `search` collection config provided by the plugin.
```ts
// payload.config.ts
{
// ...
searchPlugin({
searchOverrides: {
slug: 'search-results',
},
}),
}
```
#### `beforeSync`
Before creating or updating a search record, the `beforeSync` function runs. This is an [afterChange](<[afterChange](https://payloadcms.com/docs/hooks/globals#afterchange)>) hook that allows you to modify the data or provide fallbacks before its search record is created or updated.
```ts
// payload.config.ts
{
// ...
searchPlugin({
beforeSync: ({ originalDoc, searchDoc }) => ({
...searchDoc,
// Modify your docs in any way here, this can be async
excerpt: originalDoc?.excerpt || 'This is a fallback excerpt',
}),
}),
}
```
#### `syncDrafts`
When `syncDrafts` is true, draft documents will be synced to search. This is false by default. You must have [Payload Drafts](https://payloadcms.com/docs/versions/drafts) enabled for this to apply.
#### `deleteDrafts`
If true, will delete documents from search whose status changes to draft. This is true by default. You must have [Payload Drafts](https://payloadcms.com/docs/versions/drafts) enabled for this to apply.
## TypeScript
All types can be directly imported:
```ts
import type { SearchConfig, BeforeSync } from '@payloadcms/plugin-search/types'
This plugin allows you to easily manage SEO metadata for your application from within your admin panel. When enabled on your collections and globals, it adds a new `meta` field group containing `title`, `description`, and `image` by default. Your front-end application can then use this data to render meta tags however your application requires. For example, you would inject a `title` tag into the `<head>` of your page using `meta.title` as its content.
As users are editing documents within the admin panel, they have the option to "auto-generate" these fields. When clicked, this plugin will execute your own custom functions that re-generate the title, description, and image. This way you can build your own SEO writing assistance directly into your application. For example, you could append your site name onto the page title, or use the document's excerpt field as the description, or even integrate with some third-party API to generate the image using AI.
To help you visualize what your page might look like in a search engine, a preview is rendered on page just beneath the meta fields. This preview is updated in real-time as you edit your metadata. There are also visual indicators to help you write effective meta, such as a character counter for the title and description fields. You can even inject your own custom fields into the `meta` field group as your application requires, like `og:title` or `json-ld`. If you've ever used something like Yoast SEO, this plugin might feel very familiar.
<Banner type="info">
This plugin is completely open-source and the [source code can be found
here](https://github.com/payloadcms/payload/tree/main/packages/plugin-seo). If you need help,
check out our [Community Help](https://payloadcms.com/community-help). If you think you've found a
An array of collections slugs to enable SEO. Enabled collections receive a `meta` field which is an object of title, description, and image subfields.
##### `globals`
An array of global slugs to enable SEO. Enabled globals receive a `meta` field which is an object of title, description, and image subfields.
##### `fields`
An array of fields that allows you to inject your own custom fields onto the `meta` field group. The following fields are provided by default:
- `title`: text
- `description`: textarea
- `image`: upload (if an `uploadsCollection` is provided)
- `preview`: ui
##### `uploadsCollection`
Set the `uploadsCollection` to your application's upload-enabled collection slug. This is used to provide an `image` field on the `meta` field group.
##### `tabbedUI`
When the `tabbedUI` property is `true`, it appends an `SEO` tab onto your config using Payload's [Tabs Field](https://payloadcms.com/docs/fields/tabs). If your collection is not already tab-enabled, meaning the first field in your config is not of type `tabs`, then one will be created for you called `Content`. Defaults to `false`.
<Banner type="info">
If you wish to continue to use top-level or sidebar fields with `tabbedUI`, you must not let the
default `Content` tab get created for you (see the note above). Instead, you must define the first
field of your config with type `tabs` and place all other fields adjacent to this one.
</Banner>
##### `generateTitle`
A function that allows you to return any meta title, including from document's content.
Rename the meta group interface name that is generated for TypeScript and GraphQL.
```ts
// payload.config.ts
{
// ...
seoPlugin({
interfaceName: 'customInterfaceNameSEO',
})
}
```
#### `fieldOverrides`
Pass any valid field props to the base fields: Title, Description or Image.
```ts
// payload.config.ts
seoPlugin({
// ...
fieldOverrides: {
title: {
required: true,
},
description: {
localized: true,
},
},
})
```
## TypeScript
All types can be directly imported:
```ts
import {
PluginConfig,
GenerateTitle,
GenerateDescription
GenerateURL
} from '@payloadcms/plugin-seo/types';
```
## Examples
The [Templates Directory](https://github.com/payloadcms/payload/tree/main/templates) contains an official [Website Template](https://github.com/payloadcms/payload/tree/main/templates/website) and [E-commerce Template](https://github.com/payloadcms/payload/tree/main/templates/ecommere) which demonstrates exactly how to configure this plugin in Payload and implement it on your front-end.
With this plugin you can easily integrate [Stripe](https://stripe.com) into Payload. Simply provide your Stripe credentials and this plugin will open up a two-way communication channel between the two platforms. This enables you to easily sync data back and forth, as well as proxy the Stripe REST API through Payload's access control. Use this plugin to completely offload billing to Stripe and retain full control over your application's data.
For example, you might be building an e-commerce or SaaS application, where you have a `products` or a `plans` collection that requires either a one-time payment or a subscription. You can to tie each of these products to Stripe, then easily subscribe to billing-related events to perform your application's business logic, such as active purchases or subscription cancellations.
To build a checkout flow on your front-end you can either use [Stripe Checkout](https://stripe.com/payments/checkout), or you can also build a completely custom checkout experience from scratch using [Stripe Web Elements](https://stripe.com/docs/payments/elements). Then to build fully custom, secure customer dashboards, you can leverage Payload's access control to restrict access to your Stripe resources so your users never have to leave your site to manage their accounts.
The beauty of this plugin is the entirety of your application's content and business logic can be handled in Payload while Stripe handles solely the billing and payment processing. You can build a completely proprietary application that is endlessly customizable and extendable, on APIs and databases that you own. Hosted services like Shopify or BigCommerce might fracture your application's content then charge you for access.
<Banner type="info">
This plugin is completely open-source and the [source code can be found
here](https://github.com/payloadcms/payload/tree/main/packages/plugin-stripe). If you need help,
check out our [Community Help](https://payloadcms.com/community-help). If you think you've found a
| `rest` | boolean | `false` | When `true`, opens the `/api/stripe/rest` endpoint |
| `webhooks` | object \| function | `undefined` | Either a function to handle all webhooks events, or an object of Stripe webhook handlers, keyed to the name of the event |
| `sync` | array | `undefined` | An array of sync configs |
| `logs` | boolean | `false` | When `true`, logs sync events to the console as they happen |
_\* An asterisk denotes that a property is required._
## Endpoints
The following custom endpoints are automatically opened for you:
| `/api/stripe/rest` | `POST` | Proxies the [Stripe REST API](https://stripe.com/docs/api) behind [Payload access control](https://payloadcms.com/docs/access-control/overview) and returns the result. See the [REST Proxy](#stripe-rest-proxy) section for more details. |
If `rest` is true, proxies the [Stripe REST API](https://stripe.com/docs/api) behind [Payload access control](https://payloadcms.com/docs/access-control/overview) and returns the result. This flag should only be used for local development, see the security note below for more information.
```ts
const res = await fetch(`/api/stripe/rest`, {
method: 'POST',
credentials: 'include',
headers: {
'Content-Type': 'application/json',
// Authorization: `JWT ${token}` // NOTE: do this if not in a browser (i.e. curl or Postman)
},
body: JSON.stringify({
stripeMethod: 'stripe.subscriptions.list',
stripeArgs: [
{
customer: 'abc',
},
],
}),
})
```
If you need to proxy the API server-side, use the [stripeProxy](#node) function.
<Banner type="info">
<strong>Note:</strong>
<br />
The `/api` part of these routes may be different based on the settings defined in your Payload
config.
</Banner>
<Banner type="warning">
<strong>Warning:</strong>
<br />
Opening the REST proxy endpoint in production is a potential security risk. Authenticated users will have open access to the Stripe REST API. In production, open your own endpoint and use the [stripeProxy](#node) function to proxy the Stripe API server-side.
</Banner>
## Webhooks
[Stripe webhooks](https://stripe.com/docs/webhooks) are used to sync from Stripe to Payload. Webhooks listen for events on your Stripe account so you can trigger reactions to them. Follow the steps below to enable webhooks.
Development:
1. Login using Stripe cli `stripe login`
1. Forward events to localhost `stripe listen --forward-to localhost:3000/stripe/webhooks`
1. Paste the given secret into your `.env` file as `STRIPE_WEBHOOKS_ENDPOINT_SECRET`
Production:
1. Login and [create a new webhook](https://dashboard.stripe.com/test/webhooks/create) from the Stripe dashboard
1. Paste `YOUR_DOMAIN_NAME/api/stripe/webhooks` as the "Webhook Endpoint URL"
1. Select which events to broadcast
1. Paste the given secret into your `.env` file as `STRIPE_WEBHOOKS_ENDPOINT_SECRET`
1. Then, handle these events using the `webhooks` portion of this plugin's config:
```ts
import { buildConfig } from 'payload/config'
import stripePlugin from '@payloadcms/plugin-stripe'
// NOTE: you can also catch all Stripe webhook events and handle the event types yourself
// webhooks: (event, stripe, stripeConfig) => {
// switch (event.type): {
// case 'customer.subscription.updated': {
// // do something...
// break;
// }
// default: {
// break;
// }
// }
// }
}),
],
})
export default config
```
For a full list of available webhooks, see [here](https://stripe.com/docs/cli/trigger#trigger-event).
## Node
On the server you should interface with Stripe directly using the [stripe](https://www.npmjs.com/package/stripe) npm module. That might look something like this:
const stripe = new Stripe(stripeSecretKey, { apiVersion: '2022-08-01' })
export const MyFunction = async () => {
try {
const customer = await stripe.customers.create({
email: data.email,
})
// do something...
} catch (error) {
console.error(error.message)
}
}
```
Alternatively, you can interface with the Stripe using the `stripeProxy`, which is exactly what the `/api/stripe/rest` endpoint does behind-the-scenes. Here's the same example as above, but piped through the proxy:
```ts
import { stripeProxy } from '@payloadcms/plugin-stripe'
export const MyFunction = async () => {
try {
const customer = await stripeProxy({
stripeSecretKey: process.env.STRIPE_SECRET_KEY,
stripeMethod: 'customers.create',
stripeArgs: [
{
email: data.email,
},
],
})
if (customer.status === 200) {
// do something...
}
if (customer.status >= 400) {
throw new Error(customer.message)
}
} catch (error) {
console.error(error.message)
}
}
```
## Sync
This option will setup a basic sync between Payload collections and Stripe resources for you automatically. It will create all the necessary hooks and webhooks handlers, so the only thing you have to do is map your Payload fields to their corresponding Stripe properties. As documents are created, updated, and deleted from either Stripe or Payload, the changes are reflected on either side.
<Banner type="info">
<strong>Note:</strong>
<br />
If you wish to enable a _two-way_ sync, be sure to setup [`webhooks`](#webhooks) and pass the
`stripeWebhooksEndpointSecret` through your config.
</Banner>
```ts
import { buildConfig } from 'payload/config'
import stripePlugin from '@payloadcms/plugin-stripe'
fieldPath: 'name', // this is a field on your own Payload config
stripeProperty: 'name', // use dot notation, if applicable
},
],
},
],
}),
],
})
export default config
```
<Banner type="warning">
<strong>Note:</strong>
<br />
Due to limitations in the Stripe API, this currently only works with top-level fields. This is
because every Stripe object is a separate entity, making it difficult to abstract into a simple
reusable library. In the future, we may find a pattern around this. But for now, cases like that
will need to be hard-coded.
</Banner>
Using `sync` will do the following:
- Adds and maintains a `stripeID` read-only field on each collection, this is a field generated _by Stripe_ and used as a cross-reference
- Adds a direct link to the resource on Stripe.com
- Adds and maintains an `skipSync` read-only flag on each collection to prevent infinite syncs when hooks trigger webhooks
- Adds the following hooks to each collection:
- `beforeValidate`: `createNewInStripe`
- `beforeChange`: `syncExistingWithStripe`
- `afterDelete`: `deleteFromStripe`
- Handles the following Stripe webhooks
- `STRIPE_TYPE.created`: `handleCreatedOrUpdated`
- `STRIPE_TYPE.updated`: `handleCreatedOrUpdated`
- `STRIPE_TYPE.deleted`: `handleDeleted`
## TypeScript
All types can be directly imported:
```ts
import {
StripeConfig,
StripeWebhookHandler,
StripeProxy,
...
} from '@payloadcms/plugin-stripe/types';
```
## Examples
The [Templates Directory](https://github.com/payloadcms/payload/tree/main/templates) contains an official [E-commerce Template](https://github.com/payloadcms/payload/tree/main/templates/ecommerce) which demonstrates exactly how to configure this plugin in Payload and implement it on your front-end. You can also check out [How to Build An E-Commerce Site With Next.js](https://payloadcms.com/blog/how-to-build-an-e-commerce-site-with-nextjs) post for a bit more context around this template.
launch. <strong>Awesome! Great work!</strong> Now, what's next?
</Banner>
There are many ways to deploy Payload to a production environment. When evaluating how you will deploy Payload, you need to consider these main aspects:
There are many ways to deploy Payload to a production environment. When evaluating how you will deploy Payload, you need
to consider these main aspects:
1. [Basics](#basics)
1. [Security](#security)
@@ -21,22 +22,32 @@ There are many ways to deploy Payload to a production environment. When evaluati
## Basics
In order for Payload to run, it requires both the server code and the built admin panel. These will be the `dist` and `build` directories by default. If you've used `create-payload-app` to create your project, executing the `build` npm script will build both and output these directories.
In order for Payload to run, it requires both the server code and the built admin panel. These will be the `dist`
and `build` directories by default. If you've used `create-payload-app` to create your project, executing the `build`
npm script will build both and output these directories.
## Security
Payload features a suite of security features that you can rely on to strengthen your application's security. When deploying to Production, it's a good idea to double-check that you are making proper use of each of them.
Payload features a suite of security features that you can rely on to strengthen your application's security. When
deploying to Production, it's a good idea to double-check that you are making proper use of each of them.
##### The Secret Key
When you initialize Payload, you provide it with a `secret` property. This property should be impossible to guess and extremely difficult for brute-force attacks to crack. Make sure your Production `secret` is a long, complex string. It's often best practice to store it in an `env` file which is not checked into your Git repository, using `dotenv` to supply it to your `payload.init` call.
When you initialize Payload, you provide it with a `secret` property. This property should be impossible to guess and
extremely difficult for brute-force attacks to crack. Make sure your Production `secret` is a long, complex string. It's
often best practice to store it in an `env` file which is not checked into your Git repository, using `dotenv` to supply
it to your `payload.init` call.
##### Double-check and thoroughly test all Access Control
Because _**you**_ are in complete control of who can do what with your data, you should double and triple-check that you wield that power responsibly before deploying to Production.
Because _**you**_ are in complete control of who can do what with your data, you should double and triple-check that you
wield that power responsibly before deploying to Production.
<Banner type="error">
<strong>By default, all Access Control functions require that a user is successfully logged in to Payload to create, read, update, or delete data.</strong>{' '}
<strong>
By default, all Access Control functions require that a user is successfully logged in to
Payload to create, read, update, or delete data.
</strong>{' '}
But, if you allow public user registration, for example, you will want to make sure that your
access control functions are more strict - permitting <strong>only appropriate users</strong> to
perform appropriate actions.
@@ -44,7 +55,8 @@ Because _**you**_ are in complete control of who can do what with your data, you
##### Building the Admin panel
Before running in Production, you need to have built a production-ready copy of the Payload Admin panel. To do this, Payload provides the `build` NPM script. You can use it by adding a `script` to your `package.json` file like this:
Before running in Production, you need to have built a production-ready copy of the Payload Admin panel. To do this,
Payload provides the `build` NPM script. You can use it by adding a `script` to your `package.json` file like this:
`package.json`:
@@ -60,19 +72,26 @@ Before running in Production, you need to have built a production-ready copy of
}
```
Then, to build Payload, you would run `npm run build` in your project folder. A production-ready Admin bundle will be created in the `build` directory.
Then, to build Payload, you would run `npm run build` in your project folder. A production-ready Admin bundle will be
created in the `build` directory.
##### Setting Node to Production
Make sure you set the environment variable `NODE_ENV` to `production`. Based on this variable, many Node packages automatically optimize themselves. In production, Payload automatically disables the [GraphQL Playground](/docs/graphql/overview#graphql-playground), serves a production-ready version of the Admin panel, and other changes.
Make sure you set the environment variable `NODE_ENV` to `production`. Based on this variable, many Node packages
automatically optimize themselves. In production, Payload automatically disables
the [GraphQL Playground](/docs/graphql/overview#graphql-playground), serves a production-ready version of the Admin
panel, and other changes.
##### Secure Cookie Settings
You should be using an SSL certificate for production Payload instances, which means you can [enable secure cookies](/docs/authentication/config) in your Authentication-enabled Collection configs.
You should be using an SSL certificate for production Payload instances, which means you
can [enable secure cookies](/docs/authentication/config) in your Authentication-enabled Collection configs.
##### Preventing API Abuse
Payload comes with a robust set of built-in anti-abuse measures, such as locking out users after X amount of failed login attempts, request rate limiting, GraphQL query complexity limits, max `depth` settings, and more. [Click here to learn more](/docs/production/preventing-abuse).
Payload comes with a robust set of built-in anti-abuse measures, such as locking out users after X amount of failed
login attempts, request rate limiting, GraphQL query complexity limits, max `depth` settings, and
more. [Click here to learn more](/docs/production/preventing-abuse).
## MongoDB
@@ -80,11 +99,18 @@ Payload can be used with any MongoDB compatible database including AWS DocumentD
##### Managing MongoDB yourself
If you are using a [persistent filesystem-based cloud host](#persistent-vs-ephemeral-filesystems) such as a [DigitalOcean Droplet](https://www.digitalocean.com/products/droplets/) or an [Amazon EC2](https://aws.amazon.com/ec2/?ec2-whats-new.sort-by=item.additionalFields.postDateTime&ec2-whats-new.sort-order=desc) server, you might opt to install MongoDB directly on that server itself so that Node can communicate with it locally. With this approach, you can benefit from faster response times, but scaling can become more involved as your app's user base grows.
If you are using a [persistent filesystem-based cloud host](#persistent-vs-ephemeral-filesystems) such as
a [DigitalOcean Droplet](https://www.digitalocean.com/products/droplets/) or
an [Amazon EC2](https://aws.amazon.com/ec2/?ec2-whats-new.sort-by=item.additionalFields.postDateTime&ec2-whats-new.sort-order=desc)
server, you might opt to install MongoDB directly on that server itself so that Node can communicate with it locally.
With this approach, you can benefit from faster response times, but scaling can become more involved as your app's user
base grows.
##### Letting someone else do it
Alternatively, you can rely on a third-party MongoDB host such as [MongoDB Atlas](https://www.mongodb.com/). With Atlas or a similar cloud provider, you can trust them to take care of your database's availability, security, redundancy, and backups.
Alternatively, you can rely on a third-party MongoDB host such as [MongoDB Atlas](https://www.mongodb.com/). With Atlas
or a similar cloud provider, you can trust them to take care of your database's availability, security, redundancy, and
backups.
<Banner type="warning">
<strong>Note:</strong>
@@ -98,21 +124,31 @@ Alternatively, you can rely on a third-party MongoDB host such as [MongoDB Atlas
##### DocumentDB
When using AWS DocumentDB, you will need to configure connection options for authentication in the `mongoOptions` passed to `payload.init`. You also need to set `mongoOptions.useFacet` to `false` to disable use of the unsupported `$facet` aggregation.
When using AWS DocumentDB, you will need to configure connection options for authentication in the `connectOptions`
passed to the `mongooseAdapter` . You also need to set `connectOptions.useFacet` to `false` to disable use of the
unsupported `$facet` aggregation.
##### CosmosDB
When using Azure Cosmos DB, an index is needed for any field you may want to sort on. To add the sort index for all fields that may be sorted in the admin UI use the <a href="/docs/configuration/overview">indexSortableFields</a> configuration option.
When using Azure Cosmos DB, an index is needed for any field you may want to sort on. To add the sort index for all
fields that may be sorted in the admin UI use the <a href="/docs/configuration/overview">indexSortableFields</a>
configuration option.
## File storage
If you are using Payload to [manage file uploads](/docs/upload/overview), you need to consider where your uploaded files will be permanently stored. If you do not use Payload for file uploads, then this section does not impact your app whatsoever.
If you are using Payload to [manage file uploads](/docs/upload/overview), you need to consider where your uploaded files
will be permanently stored. If you do not use Payload for file uploads, then this section does not impact your app
whatsoever.
#### Persistent vs Ephemeral Filesystems
Some cloud app hosts such as [Heroku](https://heroku.com) use `ephemeral` file systems, which means that any files uploaded to your server only last until the server restarts or shuts down. Heroku and similar providers schedule restarts and shutdowns without your control, meaning your uploads will accidentally disappear without any way to get them back.
Some cloud app hosts such as [Heroku](https://heroku.com) use `ephemeral` file systems, which means that any files
uploaded to your server only last until the server restarts or shuts down. Heroku and similar providers schedule
restarts and shutdowns without your control, meaning your uploads will accidentally disappear without any way to get
them back.
Alternatively, persistent filesystems will never delete your files and can be trusted to reliably host uploads perpetually.
Alternatively, persistent filesystems will never delete your files and can be trusted to reliably host uploads
perpetually.
**Popular cloud providers with ephemeral filesystems:**
@@ -135,21 +171,26 @@ Alternatively, persistent filesystems will never delete your files and can be tr
##### Using ephemeral filesystem providers like Heroku
If you don't use Payload's `upload` functionality, you can go ahead and use Heroku or similar platform easily. Everything will work exactly as you want it to.
If you don't use Payload's `upload` functionality, you can go ahead and use Heroku or similar platform easily.
Everything will work exactly as you want it to.
But, if you do, and you still want to use an ephemeral filesystem provider, you can write a hook-based solution to _copy_ the files your users upload to a more permanent storage solution like Amazon S3 or DigitalOcean Spaces.
But, if you do, and you still want to use an ephemeral filesystem provider, you can write a hook-based solution to
_copy_ the files your users upload to a more permanent storage solution like Amazon S3 or DigitalOcean Spaces.
**To automatically send uploaded files to S3 or similar, you could:**
- Write an asynchronous `beforeChange` hook for all Collections that support Uploads, which takes any uploaded `file` from the Express `req` and sends it to an S3 bucket
- Write an `afterRead` hook to save a `s3URL` field that automatically takes the `filename` stored and formats a full S3 URL
- Write an asynchronous `beforeChange` hook for all Collections that support Uploads, which takes any uploaded `file`
from the Express `req` and sends it to an S3 bucket
- Write an `afterRead` hook to save a `s3URL` field that automatically takes the `filename` stored and formats a full S3
URL
- Write an `afterDelete` hook that automatically deletes files from the S3 bucket
With the above configuration, deploying to Heroku or similar becomes no problem.
## DigitalOcean Tutorials
DigitalOcean provides extremely helpful documentation that can walk you through the entire process of creating a production-ready Droplet to host your Payload app:
DigitalOcean provides extremely helpful documentation that can walk you through the entire process of creating a
production-ready Droplet to host your Payload app:
1. Create a new Ubuntu 20.04 droplet on [DigitalOcean](https://digitalocean.com)
1. [Initial server setup](https://www.digitalocean.com/community/tutorials/initial-server-setup-with-ubuntu-20-04)
@@ -158,9 +199,27 @@ DigitalOcean provides extremely helpful documentation that can walk you through
1. [Create a new MongoDB and user](https://medium.com/@mhagemann/how-to-add-a-new-user-to-a-mongodb-database-d896776b5362)
1. [Set up Node for production](https://www.digitalocean.com/community/tutorials/how-to-set-up-a-node-js-application-for-production-on-ubuntu-20-04)
### Swap Space
Swap refers to a section of storage on the hard drive that is reserved to temporarily store data that can no longer fit
within RAM. This allows for the expansion of your server's working memory, with some limitations. Swap space comes into
play when available RAM can no longer accommodate actively used application data, enabling the system to continue
functioning.
Insufficient space can lead to deployment errors and memory-related issues, resulting in application crashes, sluggish
performance, or an unresponsive server.
Common deployment error due to **space limitations** (as reported by users):
- `Error: Command failed with exit code 1`
To configure swap, we recommend following this tutorial
on [How To Add Swap Space](https://www.digitalocean.com/community/tutorials/how-to-add-swap-space-on-ubuntu-22-04).
## Docker
This is an example of a multi-stage docker build of Payload for production. Ensure you are setting your environment variables on deployment, like `PAYLOAD_SECRET`, `PAYLOAD_CONFIG_PATH`, and `DATABASE_URI` if needed.
This is an example of a multi-stage docker build of Payload for production. Ensure you are setting your environment
variables on deployment, like `PAYLOAD_SECRET`, `PAYLOAD_CONFIG_PATH`, and `DATABASE_URI` if needed.
@@ -62,4 +62,4 @@ All Payload APIs support the pagination controls below. With them, you can creat
### Disabling pagination within Local API
For `find` operations within the Local API, you can disable pagination to retrieve all documents from a collection by passing `pagination: false` to the `find` local operation. This is not supported in REST or GraphQL, however, because it could potentially lead to malicious activity.
For `find` operations within the Local API, you can disable pagination to retrieve all documents from a collection by passing `pagination: false` to the `find` local operation.
@@ -11,7 +11,9 @@ One of Payload's goals is to build the best rich text editor experience that we
Classically, we've used SlateJS to work toward this goal, but building custom elements into Slate has proven to be more difficult than we'd like, and we've been keeping our options open.
<Banner type="warning">
Payload's Lexical rich text editor is currently in beta. It's stable enough to use as you build on Payload, so if you're up for helping us fine-tune it, you should use it. But if you're looking for stability, use Slate instead.
Payload's Lexical rich text editor is currently in beta. It's stable enough to use as you build on
Payload, so if you're up for helping us fine-tune it, you should use it. But if you're looking for
stability, use Slate instead.
</Banner>
Lexical is extremely impressive and trivializes a lot of the hard parts of building new elements into a rich text editor. It has a few distinct advantages over Slate, including the following:
@@ -38,22 +40,15 @@ export default buildConfig({
// your collections here
],
// Pass the Lexical editor to the root config
editor: lexicalEditor({})
editor: lexicalEditor({}),
})
```
You can also override Lexical settings on a field-by-field basis as follows:
```ts
import { CollectionConfig } from 'payload/types'
import {
BlocksFeature,
LinkFeature,
UploadFeature,
lexicalEditor
} from '@payloadcms/richtext-lexical'
import { Banner } from '../blocks/Banner'
import { CallToAction } from '../blocks/CallToAction'
import type { CollectionConfig } from 'payload/types'
import { lexicalEditor } from '@payloadcms/richtext-lexical'
// Pass the Lexical editor here and override base settings as necessary
editor: lexicalEditor({}),
},
],
}
```
## Extending the lexical editor with Features
Lexical has been designed with extensibility in mind. Whether you're aiming to introduce new functionalities or tweak the existing ones, Lexical makes it seamless for you to bring those changes to life.
### Features: The Building Blocks
At the heart of Lexical's customization potential are "features". While Lexical ships with a set of default features we believe are essential for most use cases, the true power lies in your ability to redefine, expand, or prune these as needed.
If you remove all the default features, you're left with a blank editor. You can then add in only the features you need, or you can build your own custom features from scratch.
### Integrating New Features
To weave in your custom features, utilize the `features` prop when initializing the Lexical Editor. Here's a basic example of how this is done:
```ts
import {
BlocksFeature,
LinkFeature,
UploadFeature,
lexicalEditor,
} from '@payloadcms/richtext-lexical'
import { Banner } from '../blocks/Banner'
import { CallToAction } from '../blocks/CallToAction'
{
editor: lexicalEditor({
features: ({ defaultFeatures }) => [
...defaultFeatures,
LinkFeature({
// Example showing how to customize the built-in fields
// of the Link feature
fields: [
{
name: 'rel',
label: 'Rel Attribute',
type: 'select',
hasMany: true,
options: ['noopener', 'noreferrer', 'nofollow'],
admin: {
description:
'The rel attribute defines the relationship between a linked resource and the current document. This is a custom link field.',
},
},
],
}),
UploadFeature({
collections: {
uploads: {
// Example showing how to customize the built-in fields
// of the Upload feature
fields: [
{
name: 'caption',
type: 'richText',
editor: lexicalEditor(),
},
],
},
},
}),
// This is incredibly powerful. You can re-use your Payload blocks
// directly in the Lexical editor as follows:
BlocksFeature({
blocks: [Banner, CallToAction],
}),
],
})
}
```
## Features overview
Here's an overview of all the included features:
| Feature Name | Included by default | Description |
| **`BoldTextFeature`** | Yes | Handles the bold text format |
| **`ItalicTextFeature`** | Yes | Handles the italic text format |
| **`UnderlineTextFeature`** | Yes | Handles the underline text format |
| **`StrikethroughTextFeature`** | Yes | Handles the strikethrough text format |
| **`SubscriptTextFeature`** | Yes | Handles the subscript text format |
| **`SuperscriptTextFeature`** | Yes | Handles the superscript text format |
| **`InlineCodeTextFeature`** | Yes | Handles the inline-code text format |
| **`ParagraphFeature`** | Yes | Handles paragraphs. Since they are already a key feature of lexical itself, this Feature mainly handles the Slash and Add-Block menu entries for paragraphs |
| **`HeadingFeature`** | Yes | Adds Heading Nodes (by default, H1 - H6, but that can be customized) |
| **`AlignFeature`** | Yes | Allows you to align text left, centered and right |
| **`IndentFeature`** | Yes | Allows you to indent text with the tab key |
| **`LinkFeature`** | Yes | Allows you to create internal and external links |
| **`RelationshipFeature`** | Yes | Allows you to create block-level (not inline) relationships to other documents |
| **`BlockQuoteFeature`** | Yes | Allows you to create block-level quotes |
| **`UploadFeature`** | Yes | Allows you to create block-level upload nodes - this supports all kinds of uploads, not just images |
| **`HorizontalRuleFeature`** | Yes | Horizontal rules / separators. Basically displays an <hr> element |
| **`BlocksFeature`** | No | Allows you to use Payload's [Blocks Field](/docs/fields/blocks) directly inside your editor. In the feature props, you can specify the allowed blocks - just like in the Blocks field. |
| **`TreeViewFeature`** | No | Adds a debug box under the editor, which allows you to see the current editor state live, the dom, as well as time travel. Very useful for debugging |
## Creating your own, custom Feature
Creating your own custom feature requires deep knowledge of the Lexical editor. We recommend you take a look at the [Lexical documentation](https://lexical.dev/docs/intro) first - especially the "concepts" section.
Next, take a look at the [features we've already built](https://github.com/payloadcms/payload/tree/main/packages/richtext-lexical/src/field/features) - understanding how they work will help you understand how to create your own. There is no difference between the features included by default and the ones you create yourself - since those features are all isolated from the "core", you have access to the same APIs, whether the feature is part of payload or not!
## Converters
### Lexical => HTML
Lexical saves data in JSON, but can also generate its HTML representation via two main methods:
1. **Outputting HTML from the Collection:** Create a new field in your collection to convert saved JSON content to HTML. Payload generates and outputs the HTML for use in your frontend.
2. **Generating HTML on any server** Convert JSON to HTML on-demand on the server.
The editor comes with built-in HTML serializers, simplifying the process of converting JSON to HTML.
#### Outputting HTML from the Collection
To add HTML generation directly within the collection, follow the example below:
```ts
import type { CollectionConfig } from 'payload/types'
import { HTMLConverterFeature, lexicalEditor, lexicalHTML } from '@payloadcms/richtext-lexical'
const Pages: CollectionConfig = {
slug: 'pages',
fields: [
{
name: 'nameOfYourRichTextField',
type: 'richText',
editor: lexicalEditor({
features: ({ defaultFeatures }) => [
...defaultFeatures,
LinkFeature({
// Example showing how to customize the built-in fields
// of the Link feature
fields: [
{
name: 'rel',
label: 'Rel Attribute',
type: 'select',
hasMany: true,
options: ['noopener', 'noreferrer', 'nofollow'],
admin: {
description:
'The rel attribute defines the relationship between a linked resource and the current document. This is a custom link field.',
},
},
],
}),
UploadFeature({
collections: {
uploads: {
// Example showing how to customize the built-in fields
// of the Upload feature
fields: [
{
name: 'caption',
type: 'richText',
editor: lexicalEditor(),
},
],
},
},
}),
// This is incredibly powerful. You can re-use your Payload blocks
// directly in the Lexical editor as follows:
BlocksFeature({
blocks: [
Banner,
CallToAction,
],
}),
]
})
}
]
// The HTMLConverter Feature is the feature which manages the HTML serializers.
// If you do not pass any arguments to it, it will use the default serializers.
The `lexicalHTML()` function creates a new field that automatically converts the referenced lexical richText field into HTML through an afterRead hook.
#### Generating HTML anywhere on the server:
If you wish to convert JSON to HTML ad-hoc, use this code snippet:
```ts
import type { SerializedEditorState } from 'lexical'
This method employs `convertLexicalToHTML` from `@payloadcms/richtext-lexical`, which converts the serialized editor state into HTML.
Because every `Feature` is able to provide html converters, and because the `htmlFeature` can modify those or provide their own, we need to consolidate them with the default html Converters using the `consolidateHTMLConverters` function.
#### CSS
Payload's lexical HTML converter does not generate CSS for you, but it does add classes to the generated HTML. You can use these classes to style the HTML in your frontend.
Here is some "base" CSS you can use to ensure that nested lists render correctly:
```css
/* Base CSS for Lexical HTML */
.nestedListItem, .list-check {
list-style-type: none;
}
```
#### Creating your own HTML Converter
HTML Converters are typed as `HTMLConverter`, which contains the node type it should handle, and a function that accepts the serialized node from the lexical editor, and outputs the HTML string. Here's the HTML Converter of the Upload node as an example:
```ts
import type { HTMLConverter } from '@payloadcms/richtext-lexical'
nodeTypes: [UploadNode.getType()], // This is the type of the lexical node that this converter can handle. Instead of hardcoding 'upload' we can get the node type directly from the UploadNode, since it's static.
}
```
As you can see, we have access to all the information saved in the node (for the Upload node, this is `value`and `relationTo`) and we can use that to generate the HTML.
The `convertLexicalToHTML` is part of `@payloadcms/richtext-lexical` automatically handles traversing the editor state and calling the correct converter for each node.
#### Embedding the HTML Converter in your Feature
You can embed your HTML Converter directly within your custom `Feature`, allowing it to be handled automatically by the `consolidateHTMLConverters` function. Here is an example:
As you can see, you need to provide an editor config in order to create a headless editor. This is because the editor config is used to determine which nodes & features are enabled, and which converters are used.
To get the editor config, simply import the default editor config and adjust it - just like you did inside of the `editor: lexicalEditor({})` property:
```ts
import { defaultEditorConfig, defaultEditorFeatures } from '@payloadcms/richtext-lexical' // <= make sure this package is installed
const yourEditorConfig = defaultEditorConfig
// If you made changes to the features of the field's editor config, you should also make those changes here:
yourEditorConfig.features = [
...defaultEditorFeatures,
// Add your custom features here
]
```
### HTML => Lexical
Once you have your headless editor instance, you can use it to convert HTML to Lexical:
```ts
import { $generateNodesFromDOM } from '@lexical/html'
import { $getRoot, $getSelection } from 'lexical'
import { JSDOM } from 'jsdom'
headlessEditor.update(
() => {
// In a headless environment you can use a package such as JSDom to parse the HTML string.
const dom = new JSDOM(htmlString)
// Once you have the DOM instance it's easy to generate LexicalNodes.
The `.setEditorState()` function immediately updates your editor state. Thus, there's no need for the `discrete: true` flag when reading the state afterward.
### Lexical => Plain Text
Export content from the Lexical editor into plain text using these steps:
1. Import your current editor state into the headless editor.
2. Convert and fetch the resulting plain text string.
Here's the code for it:
```ts
import type { SerializedEditorState } from 'lexical'
import { $getRoot } from 'lexical'
const yourEditorState: SerializedEditorState // <= your current editor state here
// Import editor state into your headless editor
try {
headlessEditor.setEditorState(headlessEditor.parseEditorState(yourEditorState)) // This should commit the editor state immediately
} catch (e) {
logger.error({ err: e }, 'ERROR parsing editor state')
}
// Export to plain text
const plainTextContent =
headlessEditor.getEditorState().read(() => {
return $getRoot().getTextContent()
}) || ''
```
## Migrating from Slate
While both Slate and Lexical save the editor state in JSON, the structure of the JSON is different.
### Migration via SlateToLexicalFeature
One way to handle this is to just give your lexical editor the ability to read the slate JSON.
Simply add the `SlateToLexicalFeature` to your editor:
```ts
import type { CollectionConfig } from 'payload/types'
import { SlateToLexicalFeature, lexicalEditor } from '@payloadcms/richtext-lexical'
and done! Now, everytime this lexical editor is initialized, it converts the slate date to lexical on-the-fly. If the data is already in lexical format, it will just pass it through.
This is by far the easiest way to migrate from Slate to Lexical, although it does come with a few caveats:
- There is a performance hit when initializing the lexical editor
- The editor will still output the Slate data in the output JSON, as the on-the-fly converter only runs for the admin panel
The easy way to solve this: Just save the document! This overrides the slate data with the lexical data, and the next time the document is loaded, the lexical data will be used. This solves both the performance and the output issue for that specific document.
### Migration via migration script
The method described above does not solve the issue for all documents, though. If you want to convert all your documents to lexical, you can use a migration script. Here's a simple example:
```ts
import type { Payload } from 'payload'
import type { YourDocumentType } from 'payload/generated-types'
import {
cloneDeep,
convertSlateToLexical,
defaultSlateConverters,
} from '@payloadcms/richtext-lexical'
import { AnotherCustomConverter } from './lexicalFeatures/converters/AnotherCustomConverter'
export async function convertAll(payload: Payload, collectionName: string, fieldName: string) {
const docs: YourDocumentType[] = await payload.db.collections[collectionName].find({}).exec() // Use MongoDB models directly to query all documents at once
if (richText && Array.isArray(richText) && !('root' in richText)) {
// It's Slate data - skip already-converted data
const converted = convertSlateToLexical({
converters: converters,
slateData: richText,
})
await payload.update({
id: doc.id,
collection: collectionName as any,
data: {
[fieldName]: converted,
},
})
}
})
// Wait for all promises in the batch to complete. Resolving batches of 20 asynchronously is faster than waiting for each doc to update individually
await Promise.all(promises)
// Update the count of processed docs
processed += batch.length
console.log(`Converted ${processed} of ${docs.length}`)
}
}
```
The `convertSlateToLexical` is the same method used in the `SlateToLexicalFeature` - it handles traversing the Slate JSON for you.
Do note that this script might require adjustment depending on your document structure, especially if you have nested richText fields or localization enabled.
### Converting custom Slate nodes
If you have custom Slate nodes, create a custom converter for them. Here's the Upload converter as an example:
```ts
import type { SerializedUploadNode } from '../uploadNode.'
import type { SlateNodeConverter } from '@payloadcms/richtext-lexical'
It's pretty simple: You get a Slate node as input, and you return the lexical node. The `nodeTypes` array is used to determine which Slate nodes this converter can handle.
When using a migration script, you can add your custom converters to the `converters` property of the `convertSlateToLexical` props, as seen in the example above
When using the `SlateToLexicalFeature`, you can add your custom converters to the `converters` property of the `SlateToLexicalFeature` props:
```ts
import type { CollectionConfig } from 'payload/types'
import {
SlateToLexicalFeature,
lexicalEditor,
defaultSlateConverters,
} from '@payloadcms/richtext-lexical'
import { YourCustomConverter } from '../converters/YourCustomConverter'
Migrating from [payload-plugin-lexical](https://github.com/AlessioGr/payload-plugin-lexical) works similar to migrating from Slate.
Instead of a `SlateToLexicalFeature` there is a `LexicalPluginToLexicalFeature` you can use. And instead of `convertSlateToLexical` you can use `convertLexicalPluginToLexical`.
## Coming Soon
Lots more documentation will be coming soon, which will show in detail how to create your own custom features within Lexical.
For now, take a look at the TypeScript interfaces and let us know if you need a hand. Much more will be coming from the Payload team on this topic soon.
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