### What?
Previously, the `with-vercel-website` template included a `DATABASE_URI`
env var in the `.env.example` file - which was unneeded.
### Why?
The `with-vercel-website` template uses a `POSTGRES_URL` env var for the
db connection string env var instead.
### How?
Removes the `DATABASE_URI` env var from the .env.example file.
Also, updates the `DATABASE_URI` db string names in the following
templates from `payloadtests` to `your-database-name` for a more generic
/ clear name:
- with-postgres
- with-vercel-mongodb
- with-vercel-postgres
- with-vercel-website
The auth example was not properly awaiting `getHeaders` from
`next/navigation`. This was simply outdated, as this function was
changed to async over the course of the various RC versions during our
beta phase.
* Avoids additional file system writes (1 for `await writeFile` and then
`npx prettier --write`) instead prettier now formats the javascript
string directly. Went from 650 MS to 250 MS for the prettify block.
* Disables database connection, since the `db.generateSchema` doesn't
need connection, this also disables Drizzle schema push.
* Properly exits the bin script process.
The auth example was still on `v3.0.0-beta.24`, was missing its users
collection config, and was not yet using the component paths pattern
established here: #7246. This updates to latest and fixes these issues.
This example can still use further improvements and housekeeping which
will come in future PRs.
🤖 Automated bump of templates for v3.9.0
Triggered by user: @paulpopus
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
### What?
The join field had a limitation imposed that prevents it from targeting
polymorphic relationship fields. With this change we can support any
relationship fields.
### Why?
Improves the functionality of join field.
### How?
Extended the database adapters and removed the config sanitization that
would throw an error when polymorphic relationships were used.
Fixes #
This PR allows to have full type safety on `payload.drizzle` with a
single command
```sh
pnpm payload generate:db-schema
```
Which generates TypeScript code with Drizzle declarations based on the
current database schema.
Example of generated file with the website template:
https://gist.github.com/r1tsuu/b8687f211b51d9a3a7e78ba41e8fbf03
Video that shows the power:
https://github.com/user-attachments/assets/3ced958b-ec1d-49f5-9f51-d859d5fae236
We also now proxy drizzle package the same way we do for Lexical so you
don't have to install it (and you shouldn't because you may have version
mismatch).
Instead, you can import from Drizzle like this:
```ts
import {
pgTable,
index,
foreignKey,
integer,
text,
varchar,
jsonb,
boolean,
numeric,
serial,
timestamp,
uniqueIndex,
pgEnum,
} from '@payloadcms/db-postgres/drizzle/pg-core'
import { sql } from '@payloadcms/db-postgres/drizzle'
import { relations } from '@payloadcms/db-postgres/drizzle/relations'
```
Fixes https://github.com/payloadcms/payload/discussions/4318
In the future we can also support types generation for mongoose / raw
mongodb results.
Previously, queries like this didn't work:
```ts
const res = await payload.find({
collection: 'polymorphic-relationships',
where: {
polymorphicLocalized: {
equals: {
relationTo: 'movies',
value: movie.id,
},
},
},
})
```
This was due to the incorrectly passed path to MongoDB without
`.{locale}` suffix.
Additionally, to MongoDB now we send:
```
{
$or: [
{
polymorphic: {
$eq: {
relationTo: formattedValue.relationTo,
value: formattedValue.value,
},
},
},
{
polymorphic: {
$eq: {
relationTo: 'movies',
value: 'some-id',
},
},
},
],
},
```
Instead of:
```
{
$and: [
{
'polymorphic.relationTo': {
$eq: 'movies ',
},
},
{
'polymorphic.value': {
$eq: 'some-id ',
},
},
],
}
```
To match the _exact_ value. This is essential when we do querying by
relationships with `hasMany: true` and custom IDs that can be repeated.
`$or` is needed if for some reason keys are stored in the DB in a
different order
We merged https://github.com/payloadcms/payload/pull/9773 that adds
support for join field with relationships inside arrays, it just happens
that now it's also true for relationships inside blocks, added a test
case with blocks.
This just corrects initial data drawer calculation with the "add new"
button if we encounter a blocks field in join's `on`.
### What?
Previously, the `req` argument:
In database operations (e.g `payload.db`) was required and you needed to
pass the whole `req` with all the properties. This is confusing because
in database operations we never use its properties outside of
`req.transactionID` and `req.t`, both of which should be optional as
well.
Now, you don't have to do that cast:
```ts
payload.db.findOne({
collection: 'posts',
req: {} as PayloadRequest,
where: {
id: {
equals: 1,
},
},
})
```
Becomes:
```ts
payload.db.findOne({
collection: 'posts',
where: {
id: {
equals: 1,
},
},
})
```
If you need to use transactions, you're not required to do the `as` cast
as well now, as the `req` not only optional but also partial -
`Partial<PayloadRequest>`.
`initTransaction`, `commitTransaction`, `killTransaction` utilities are
typed better now as well. They do not require to you pass all the
properties of `req`, but only `payload` -
`MarkRequired<Partial<PayloadRequest>, 'payload'>`
```ts
const req = { payload }
await initTransaction(req)
await payload.db.create({
collection: "posts",
data: {},
req
})
await commitTransaction(req)
```
The same for the Local API. Internal operations (for example
`packages/payload/src/collections/operations/find.ts`) still accept the
whole `req`, but local ones
(`packages/payload/src/collections/operations/local/find.ts`) which are
used through `payload.` now accept `Partial<PayloadRequest>`, as they
pass it through to internal operations with `createLocalReq`.
So now, this is also valid, while previously you had to do `as` cast for
`req`.
```ts
const req = { payload }
await initTransaction(req)
await payload.create({
collection: "posts",
data: {},
req
})
await commitTransaction(req)
```
Marked as deprecated `PayloadRequest['transactionIDPromise']` to remove
in the next major version. It was never used anywhere.
Refactored `withSession` that returns an object to `getSession` that
returns just `ClientSession`. Better type safety for arguments
Deduplicated in all drizzle operations to `getTransaction(this, req)`
utility:
```ts
const db = this.sessions[await req?.transactionID]?.db || this.drizzle
```
Added fallback for throwing unique validation errors in database
operations when `req.t` is not available.
In migration `up` and `down` functions our `req` is not partial, while
we used to passed `req` with only 2 properties - `payload` and
`transactionID`. This is misleading and you can't access for example
`req.t`.
Now, to achieve "real" full `req` - we generate it with `createLocalReq`
in all migration functions.
This all is backwards compatible. In all public API places where you
expect the full `req` (like hooks) you still have it.
### Why?
Better DX, more expected types, less errors because of types casting.
### What?
Querying by nested to rows fields in has many relationships like this:
```ts
const result = await payload.find({
collection: 'relationship-fields',
where: {
'relationToRowMany.title': { equals: 'some-title' },
},
})
```
Where the related collection:
```ts
const RowFields: CollectionConfig = {
slug: rowFieldsSlug,
fields: [
{
type: 'row',
fields: [
{
name: 'title',
label: 'Title within a row',
type: 'text',
required: true,
},
],
},
],
}
```
was broken
### Why?
We migrated to use `flattenedFields`, but not in this specific case.
This error would be caught earlier we used `noImplictAny` typescript
rule. https://www.typescriptlang.org/tsconfig/#noImplicitAny which
wouldn't allow us to create variable like this:
```ts
let relationshipFields // relationshipFields is any here
```
Instead, we should write:
```ts
let relationshipFields: FlattenedField[]
```
We should migrate to it and `strictNullChecks` as well.
Fixes https://github.com/payloadcms/payload/issues/9534
Although we have a dedicated e2e test suite for custom IDs, tests for
custom unnamed tab and row IDs were still located within the admin test
suite. This consolidates these tests into the appropriate test suite as
expected.
The forgotPassword operation exits silently if no user is found, but
because we don't throw an error the transaction never gets committed
leading to a timeout.
🤖 Automated bump of templates for v3.9.0
Triggered by user: @denolfe
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
This PR makes changes to every storage adapter in order to add
browser-based caching by returning etags, then checking for them into
incoming requests and responding a status code of `304` so the data
doesn't have to be returned again.
Performance improvements for cached subsequent requests:

This respects `disableCache` in the dev tools.
Also fixes a bug with getting the latest image when using the Vercel
Blob Storage adapter.
By default, if a task has passed previously and a workflow is re-run,
the task will not be re-run. Instead, the output from the previous task
run will be returned. This is to prevent unnecessary re-runs of tasks
that have already passed.
This PR allows you to configure this behavior through the
`retries.shouldRestore` property. This property accepts a boolean or a
function for more complex restore behaviors.
### What?
Previously, upload files urls were not being encoded.
### Why?
As a result, this could lead to discrepancies where upload filenames
with spaces - the spaces would not be encoded as %20 in the URL.
### How?
To address this issue, we simply need to encode the filename of the
upload media.
Fixes#9698
In Payload Cloud, an unhelpful message would be surfaced if attempting
to retrieve a non-existent file. This improves the log message and
response to be more helpful.
Adds the ability to pass additional schema options for collections with:
```ts
mongooseAdapter({
collectionsSchemaOptions: {
posts: {
strict: false,
},
},
})
```
This changes relates to these:
- https://github.com/payloadcms/payload/issues/4533
- https://github.com/payloadcms/payload/discussions/4534
It is a proposal to set custom schema options for mongoose driver.
I understand this got introduced into `main` v2 after `beta` branch was
created so this feature got lost.
- [x] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.
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sure you've completed all the steps.
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The following items will ensure that your PR is handled as smoothly as
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immediately familiar with the code.
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- Link any related issues/discussions from GitHub or Discord.
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behind a change
### What?
### Why?
### How?
Fixes #
-->
---------
Co-authored-by: Sasha <64744993+r1tsuu@users.noreply.github.com>
Previously, if you selected only upload `hasMany: true` field, you would
receive an empty arrays always, because the `_rels` table wasn't joined
in this case. Fixes the condition to count `field.type === 'upload'` .
### What?
Previously, setting the `admin.rows` property did not change the height
of the `textarea` field input.
### Why?
Although `rows` was being properly set on the textarea element - it's
absolute positioning prevented the height from actually changing.
### How?
Updates the styles of the textarea field component to properly allow the
rows prop to change the height of the field.
Example w/:
```
{
name: 'someTextArea',
type: 'textarea',
admin: {
rows: 5,
}
}
```
Before:

After:

Fixes#10017
Should fix messed up import suggestions and simplifies all tsconfigs
through inheritance.
One main issue was that packages were inheriting `baseURL: "."` from the
root tsconfig. This caused incorrect import suggestions that start with
"packages/...".
This PR ensures that packages do not inherit this baseURL: "." property,
while ensuring the root, non-inherited tsconfig still keeps it to get
tests to work (the importMap needs it)
CPA projects generated with the `vercel-postgres` db type were not
receiving the proper DB env vars in the .env.example & .env files
With the `vercel-postgres` db type, the DB env var needs to be
`POSTGRES_URL` not `DATABASE_URI`.
Additionally, updates the generated .env.example file to show generic
env var strings.
#### Blank w/ MongoDB:
- `.env.example`:
```
DATABASE_URI=mongodb://127.0.0.1/your-database-name
PAYLOAD_SECRET=YOUR_SECRET_HERE
```
- `.env`:
```
# Added by Payload
DATABASE_URI=mongodb://127.0.0.1/test-cpa-blank-mongodb
PAYLOAD_SECRET=aef857429edc7f42a90bb374
```
#### Blank w/ Postgres:
- `.env.example`:
```
DATABASE_URI=postgres://postgres:<password>@127.0.0.1:5432/your-database-name
PAYLOAD_SECRET=YOUR_SECRET_HERE
```
- `.env`:
```
# Added by Payload
DATABASE_URI=postgres://postgres:<password>@127.0.0.1:5432/test-cpa-blank-postgres
PAYLOAD_SECRET=241bfe11fbe0a56dd9757019
```
#### Blank w/ SQLite:
- `.env.example`:
```
DATABASE_URI=file:./your-database-name.db
PAYLOAD_SECRET=YOUR_SECRET_HERE
```
- `.env`:
```
# Added by Payload
DATABASE_URI=file:./test-cpa-blank-sqlite.db
PAYLOAD_SECRET=a7808731b93240a73a11930c
```
#### Blank w/ vercel-postgres:
- `.env.example`:
```
POSTGRES_URL=postgres://postgres:<password>@127.0.0.1:5432/your-database-name
PAYLOAD_SECRET=YOUR_SECRET_HERE
```
- `.env`:
```
# Added by Payload
POSTGRES_URL=postgres://postgres:<password>@127.0.0.1:5432/test-cpa-blank-vercel-postgres
PAYLOAD_SECRET=af3951e923e8e4662c9c3d9e
```
Fixes#9996
### What?
Allow the join field to have a configuration `on` relationships inside
of an array, ie `on: 'myArray.myRelationship'`.
### Why?
This is a more powerful and expressive way to use the join field and not
be limited by usage of array data. For example, if you have a roles
array for multinant sites, you could add a join field on the sites to
show who the admins are.
### How?
This fixes the traverseFields function to allow the configuration to
pass sanitization. In addition, the function for querying the drizzle
tables needed to be ehanced.
Additional changes from https://github.com/payloadcms/payload/pull/9995:
- Significantly improves traverseFields and the 'join' case with a raw
query injection pattern, right now it's internal but we could expose it
at some point, for example for querying vectors.
- Fixes potential issues with not passed locale to traverseFields (it
was undefined always)
- Adds an empty array fallback for joins with localized relationships
Fixes #
https://github.com/payloadcms/payload/discussions/9643
---------
Co-authored-by: Because789 <thomas@because789.ch>
Co-authored-by: Sasha <64744993+r1tsuu@users.noreply.github.com>
Fixes#9888. Field permissions were not being passed into custom
components. This led to custom components, such as arrays and blocks,
unable to render default Payload fields. This was because their props
lacked the permissions object required for rendering. For example:
```ts
'use client'
import type { ArrayFieldClientComponent } from 'payload'
import { ArrayField } from '@payloadcms/ui'
export const MyArray: ArrayFieldClientComponent = (props) => <ArrayField {...props} />
```
In this example the array field itself would render, but the fields
within each row would not, because the array field did not pass its
permissions down to the rows.
### What?
`previousValue` was incorrect. It would always return the current value.
### Why?
It was accessing siblingData instead of siblingDoc. Other hooks use
siblingDoc, but this one was using siblingData.
<!--
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sure you've completed all the steps.
Please review the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository if you haven't already.
The following items will ensure that your PR is handled as smoothly as
possible:
- PR Title must follow conventional commits format. For example, `feat:
my new feature`, `fix(plugin-seo): my fix`.
- Minimal description explained as if explained to someone not
immediately familiar with the code.
- Provide before/after screenshots or code diffs if applicable.
- Link any related issues/discussions from GitHub or Discord.
- Add review comments if necessary to explain to the reviewer the logic
behind a change
### What?
### Why?
### How?
Fixes #
-->
### What?
This PR fixes an issue where bulk upload on an upload field with
hasMany, which had errors on sequential uploads, caused only the last
successful upload to be saved to the field value.
### Why?
To save all successful uploads to the field value and sync what was
shown in the ui to the actual field data.
### How?
By triggering a rerender that syncs `populatedDocs` to the fields
`value` on each sequential successful upload after form errors were
resolved.
Fixes#9890
Before:
[Bulk-upload-before--Post---Payload.webm](https://github.com/user-attachments/assets/6396a88b-21c2-4037-b1ef-fd7f8d16103f)
After:
[Bulk-upload-after---Payload.webm](https://github.com/user-attachments/assets/8566a022-6e86-46c7-87fe-78d01e6dd8c9)
Notes:
- The core issue was that onSuccess function was not properly syncing
the correct field values resulting in stale values that would overwrite
old docs.
---------
Co-authored-by: Patrik Kozak <patrik@payloadcms.com>
This PR fixes an issue in the hero banner of website templates where
`priority` was passed to `ImageMedia` component but was incompatible with
NextImage `loading="lazy"`, causing error. The fix is to add a ternary
condition to check if `priority` prop is passed before setting `loading.
<!--
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sure you've completed all the steps.
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[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
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The following items will ensure that your PR is handled as smoothly as
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- Minimal description explained as if explained to someone not
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- Link any related issues/discussions from GitHub or Discord.
- Add review comments if necessary to explain to the reviewer the logic
behind a change
### What?
### Why?
### How?
Fixes #
-->
### What?
This PR fixes a runtime error encountered when navigating into a search
doc that had its' related collection doc deleted, but it itself remained
(if for example `deleteFromSearch` deletion failed for some reason).
### Why?
To prevent runtime errors for end-users using `plugin-search`.
### How?
By returning earlier if the field value is undefined or missing required
values in `LinkToDoc`.
Fixes#9443 (partially, see also: #9623)
🤖 Automated bump of templates for v3.8.0
Triggered by user: @denolfe
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
### What?
This PR allows you to use a local database when using
`vercelPostgresAdapter`. This adapter doesn't work with them because it
requires an SSL connection and Neon's WS proxy. Instead we fallback to
using pool from `pg` if `hostname` is either `127.0.0.1` or `localhost`.
If you still want to use `@vercel/postgres` even locally you can pass
`disableUsePgForLocalDatabase: true` here and you'd have to spin up the
DB with a special Neon's Docker Compose setup -
https://vercel.com/docs/storage/vercel-postgres/local-development#option-2:-local-postgres-instance-with-docker
### Why?
Forcing people to use a cloud database locally isn't great. Not only
they are slow but also paid.
---------
Co-authored-by: Dan Ribbens <dan.ribbens@gmail.com>
Extension of #9933. Custom components are returned by form state,
meaning that if we don't wait for form state to return before rendering
row labels, the default row label component will render in briefly
before being swapped by a custom component (if applicable). Using the
new `isLoading` prop on array and block rows, we can conditionally
render them just as we currently do for the row fields themselves.
Previously with `@payloadcms/plugin-storage-blob`, if token was not set,
the plugin would throw an error. This caused a less-than-ideal developer
experience.
With this change, if the `token` value is undefined:
- Local storage will be used as a fallback
- The error will no longer be thrown.
Hero images should use the `priority` property so that browsers will
preload them. This is because hero images, by definition, are rendered
"above the fold" and should be treated as such, optimizing LCP. This
also means these images should _not_ define a `loading` strategy, as
this disregards the priority flag.
🤖 Automated bump of templates for v3.7.0
Triggered by user: @paulpopus
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Rework of https://github.com/payloadcms/payload/pull/5912
### What?
Now, when `defaultValue` is defined as function you can receive the
`req` argument:
```ts
{
name: 'defaultValueFromReq',
type: 'text',
defaultValue: async ({ req, user, locale }) => {
return Promise.resolve(req.context.defaultValue)
},
},
```
`user` and `locale` even though are repeated in `req`, this potentially
leaves some room to add more args in the future without removing them
now.
This also improves type for `defaultValue`:
```ts
type SerializableValue = boolean | number | object | string
export type DefaultValue =
| ((args: {
locale?: TypedLocale
req: PayloadRequest
user: PayloadRequest['user']
}) => SerializableValue)
| SerializableValue
```
### Why?
To access the current URL / search params / Local API and other things
directly in `defaultValue`.
### How?
Passes `req` through everywhere where we call `defaultValue()`
### What?
Removes the `localized` property from typescript suggestion for row and
collapsible fields.
### Why?
Currently, this property doesn't do anything for them. This may be
changed when/if we support `name` for them, but it'll work only with
`name`.
Fixes https://github.com/payloadcms/payload/issues/4720
Add the ability to specify which columns should appear in the
relationship table of a join fields
The new property is in the Join field `admin.defaultColumns` and can be
set to an array of strings containing the field names in the desired
order.
In PR #9930 we added `overrideAccess: false` to the find operation and
failed to pass the user. This caused
https://github.com/payloadcms/payload/issues/9974 where any access
control causes the edit view to error.
The fix was to pass the user through.
This change also adds Join Field e2e tests to the CI pipeline which was
previously missing and would have caught the error.
When installing Payload, `react-select` currently throws a dependency
warning because `v5.8.0` does not include React 19 in its peer deps. As
of `v5.9.0`, it now does thanks to
https://github.com/JedWatson/react-select/pull/5984.
The post-release-templates workflow gets triggered whenever we create a
github release. It is fed the git tag. A script is then run to update
the templates' migrations and lockfile (if applicable).
There was a scenario where despite the packages already being published
to npm a few minutes prior, this process would error out saying that the
latest version was not available.
This PR adds a script that polls for 5 minutes against npm to wait for
the newly published version to resolve and match the git release tag.
### What?
Adds the ability to set custom validation rules on the root `graphQL`
config property and the ability to define custom complexity on
relationship, join and upload type fields.
### Why?
**Validation Rules**
These give you the option to add your own validation rules. For example,
you may want to prevent introspection queries in production. You can now
do that with the following:
```ts
import { GraphQL } from '@payloadcms/graphql/types'
import { buildConfig } from 'payload'
export default buildConfig({
// ...
graphQL: {
validationRules: (args) => [
NoProductionIntrospection
]
},
// ...
})
const NoProductionIntrospection: GraphQL.ValidationRule = (context) => ({
Field(node) {
if (process.env.NODE_ENV === 'production') {
if (node.name.value === '__schema' || node.name.value === '__type') {
context.reportError(
new GraphQL.GraphQLError(
'GraphQL introspection is not allowed, but the query contained __schema or __type',
{ nodes: [node] }
)
);
}
}
}
})
```
**Custom field complexity**
You can now increase the complexity of a field, this will help users
from running queries that are too expensive. A higher number will make
the `maxComplexity` trigger sooner.
```ts
const fieldWithComplexity = {
name: 'authors',
type: 'relationship',
relationship: 'authors',
graphQL: {
complexity: 100, // highlight-line
}
}
```
🤖 Automated bump of templates for v3.7.0
Triggered by user: @denolfe
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Currently, custom components do not respect `admin.condition` unless
manually wrapped with the `withCondition` HOC, like all default fields
currently do. This should not be a requirement of component authors.
Instead, we can automatically detect custom client and server fields and
wrap them with the underlying `WatchCondition` component which will
subscribe to the `passesCondition` property within client-side form
state.
For my future self: there are potentially multiple instances where
fields subscribe to conditions duplicately, such as when rendering a
default Payload field within a custom field component. This was always a
problem and it is non-breaking, but needs to be reevaluated and removed
in the future for performance. Only the default fields that Payload
renders client-side need to subscribe to field conditions in this way.
When importing a Payload field into your custom field component, for
example, it should not include the HOC, because custom components now
watch conditions themselves.
As field tests grow in size, they need to be moved out of the greater
fields test spec and into their own standalone files for readability,
maintainability, and speed. This way they we can write field tests in a
more isolated environment, and they can run in parallel in CI.
## Bug Fix
### Issue
Draft children documents get overwritten when the parent document is
published.
### Fix
Correctly retrieve all documents, including drafts, during the resave
process. Add test to ensure parent documents can be published without
impacting the state of any children docs.
When a condition exists on a field and it resolves to `false`, it
currently "blinks" in and out when rendered within an array or block
row. This is because when add rows to form state, we iterate over the
_fields_ of that row and render their respective components. Then when
conditions are checked for that field, we're expecting `passesCondition`
to be explicitly `false`, ultimately _rendering_ the field for a brief
moment before form state returns with evaluated conditions. The fix is
to set these fields into local form state with a new `isLoading: true`
prop, then display a loader within the row until form state returns with
its proper conditions.
Exposes `pagination: false` to REST / GraphQL to improve performance on
large collections by avoiding count query.
This will also be nice for our SDK
https://github.com/payloadcms/payload/pull/9463 to have the same
properties.
### What?
The `readOnly` prop was not being passed down to the `email` &
`username` auth fields.
Resulting in these fields not being disabled properly if `update` access
was restricted.
### How?
Passes the `readOnly` prop through to the fields and now properly
disables these fields if `update` access is restricted.
### What?
Previously, only `.` & `-` special chars were allowed in usernames
### How?
Now - all special chars are accepted during username creating like `@`
When opening payload in our monorepo and then working on a different
project that comes with a frontend, it will automatically redirect me
from localhost:3000 => localhost:3000/admin, not letting me view the
landing page until I clear my browser cache.
I'm hoping this will fix it
- Refactoring that simplifies finding things:
```md
## BEFORE
- Rich Text
- Overview
- Slate
- Lexical
- Lexical
- Overview
- Converters
- Migration
- Custom Features
## AFTER
- Rich Text
- Overview
- Converters
- Custom Features
- Migration
- Slate (legacy)
```
- It takes some of the spotlight away from Slate. Lexical is assumed as
the default editor and a banner at the beginning refers to the Slate
documentation.
- Various writing improvements.
PENDING:
- [ ] some 301 redirects needed
- `/docs/rich-text/lexical` to `/docs/rich-text/overview`
- `/docs/lexical/overview` to `/docs/rich-text/overview`
- `/docs/lexical/converters` to `/docs/rich-text/converters`
- `/docs/lexical/migration` to `/docs/rich-text/migration`
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behind a change
### What?
update YouTube "What is Payload?" video
### Why?
Reflect 3.0 changes.
### How?
Fixes #
-->
It is still not indicated whether the email exists or not for security
reasons, but:
1. It is indicated that it is a possibility (if the email exists, the
email will be sent).
2. The user is advised to check the spam and junk mail folders.
`relationTo` was specified incorrectly which led to
```
● Joins Field › rEST API should not populate individual join by providing schemaPath=false
error: insert or update on table "collection_restricted" violates foreign key constraint "collection_restricted_category_id_restricted_categories_id_fk"
18 | .returning()
19 | } else {
> 20 | result = await (db as TransactionPg).insert(table).values(values).returning()
```
Currently, predefined migrations can only be loaded if they are part of
one of our db adapters.
With this PR, plugins will be able to export their own predefined
migrations that can be created like this:
`pnpm payload migrate:create --file
@payloadcms/plugin-someplugin/someMigration`
with the plugin exporting it in their package.json:
```json
"exports": {
"./someMigration": {
"import": "./someMigration.mjs",
"types": "./someMigration.mjs",
"default": "./someMigration.mjs"
}
},
```
### What?
`payload.db.updateOne` (and so `payload.db.upsert`) with drizzle
adapters used incoming `where` incorrectly and worked properly only
either if you passed `id` or some where query path required table joins
(like `where: { 'array.title'`) which is also the reason why `upsert`
_worked_ with user preferences specifically, because we need to join the
`preferences_rels` table to query by `user.relationTo` and `user.value`
Fixes https://github.com/payloadcms/payload/issues/9915
This was found here - https://github.com/payloadcms/payload/pull/9913,
the database KV adapter uses `upsert` with `where` by unique fields.
### What?
Previously, the `admin.group` property on `collection` / `global`
configs allowed for a custom group and the `admin.hidden` property would
not only hide the entity from the nav sidebar / dashboard but also
disable its routes.
### Why?
There was not a simple way to hide an entity from the nav sidebar /
dashboard but still keep the entities routes.
### How?
Now - we've added the `false` type to the `admin.group` field to account
for this.
Passing `false` to `admin.group` will hide the entity from the sidebar
nav and dashboard but keep the routes available to navigate.
I.e
```
admin: {
group: false,
},
```
🤖 Automated bump of templates for v3.6.0
Triggered by user: @denolfe
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Fixes https://github.com/payloadcms/payload/issues/9895
We were still including field custom components in the ClientConfig,
which will throw an error if actual server-only properties were passed
to `PayloadComponent.serverProps`. This PR removes them from the
ClientConfig
This PR adds a feature which fixes another issue with migrations in
Postgres and does few refactors that significantly reduce code
duplication.
Previously, if you needed to use the underlying database directly in
migrations with the active transaction (for example to execute raw SQL),
created from `payload create:migration`, as `req` doesn't work there you
had to do something like this:
```ts
// Postgres
export async function up({ payload, req }: MigrateUpArgs): Promise<void> {
const db = payload.db.sessions?.[await req.transactionID!].db ?? payload.db
const { rows: posts } = await db.execute(sql`SELECT * from posts`)
}
// MongoDB
export async function up({ payload, req }: MigrateUpArgs): Promise<void> {
const session = payload.db.sessions?.[await req.transactionID!]
const posts = await payload.db.collections.posts.collection.find({ session }).toArray()
}
```
Which was:
1. Awkward to write
2. Not documented anywhere
Now, we expose `session` and `db` to `up` and `down` functions for you:
#### MongoDB:
```ts
import { type MigrateUpArgs } from '@payloadcms/db-mongodb'
export async function up({ session, payload, req }: MigrateUpArgs): Promise<void> {
const posts = await payload.db.collections.posts.collection.find({ session }).toArray()
}
```
#### Postgres:
```ts
import { type MigrateUpArgs, sql } from '@payloadcms/db-postgres'
export async function up({ db, payload, req }: MigrateUpArgs): Promise<void> {
const { rows: posts } = await db.execute(sql`SELECT * from posts`)
}
```
#### SQLite:
```ts
import { type MigrateUpArgs, sql } from '@payloadcms/db-sqlite'
export async function up({ db, payload, req }: MigrateUpArgs): Promise<void> {
const { rows: posts } = await db.run(sql`SELECT * from posts`)
}
```
This actually was a thing with Postgres migrations, we already were
passing `db`, but:
1. Only for `up` and when running `payload migrate`, not for example
with `payload migrate:fresh`
2. Not documented neither in TypeScript or docs.
By ensuring we use `db`, this also fixes an issue that affects all
Postgres/SQLite migrations:
Currently, if we run `payload migration:create` with the postgres
adapter we get a file like this:
```ts
import { MigrateUpArgs, MigrateDownArgs, sql } from '@payloadcms/db-postgres'
export async function up({ payload, req }: MigrateUpArgs): Promise<void> {
await payload.db.drizzle.execute(sql`
CREATE TABLE IF NOT EXISTS "users" (
"id" serial PRIMARY KEY NOT NULL,
);
```
Looks good?
Not exactly!
`payload.db.drizzle.execute()` doesn't really use the current
transaction which can lead to some problems.
Instead, it should use the `db` from `payload.db.sessions?.[await
req.transactionID!].db` because that's where we store our Drizzle
instance with the transaction.
But now, if we generate `payload migrate:create` we get:
```ts
import { MigrateUpArgs, MigrateDownArgs, sql } from '@payloadcms/db-postgres'
export async function up({ db, payload, req }: MigrateUpArgs): Promise<void> {
await db.execute(sql`
CREATE TABLE IF NOT EXISTS "users" (
"id" serial PRIMARY KEY NOT NULL,
);
```
Which is what we want, as the `db` is passed correctly here:
76428373e4/packages/drizzle/src/migrate.ts (L88-L90)
```ts
export async function up({ db, payload, req }: MigrateUpArgs): Promise<void> {
const dbWithTransaction = payload.db.sessions?.[await req.transactionID!].db
payload.logger.info({ one: db === dbWithTransaction })
payload.logger.info({ two: db === payload.db.drizzle })
```
<img width="336" alt="image"
src="https://github.com/user-attachments/assets/f9fab5a9-44c2-44a9-95dd-8e5cf267f027">
Additionally, this PR refactors:
* `createMigration` with Drizzle - now we have sharable
`buildCreateMigration` in `@payloadcms/drizzle` to reduce copy-pasting
of the same logic.
* the `v2-v3` relationships migration for Postgres is now shared between
`db-postgres` and `db-vercel-postgres`, again to reduce copy-paste.
This PR threads default `serverProps` to Edit and List view action slots, as well as other various components that were missing them.
---------
Co-authored-by: Alessio Gravili <alessio@gravili.de>
Previously, Autosave could trigger 2 parallel fetches where the second
could outpace the first, leading to inconsistent results.
Now, we use a simple queue-based system where we can push multiple
autosave events into a queue, and only the latest autosave will be
performed.
This also prevents multiple autosaves from ever running in parallel.
### What?
There are scenarios where the server-rendered HTML might intentionally
differ from the client-rendered DOM causing `Hydration` errors in the
DOM.
### How?
Added a new prop to the payload config `admin` object called
`suppressHydrationWarning` that allows control to display these warnings
or not.
If you set `suppressHydrationWarning` to `true`, React will not warn you
about mismatches in the attributes and the content of that element.
Defaults to `false` - so if there is a mismatch and this prop is not
defined in your config, the hydration errors will show.
```
admin: {
suppressHydrationWarning: true // will suppress the errors if there is a mismatch
}
```
The logic for creating a timestamp for use in resetPassword was not
correctly returning a valid date.
---------
Co-authored-by: Patrik Kozak <patrik@payloadcms.com>
Continuation of #9846 and partial fix for #9774. When setting
`admin.disableListFilter` retroactively, it remains active within the
list filter controls. Same for when the URL search query contains one of
these fields, except this will actually display the _wrong_ field,
falling back to the _first_ field from the config. The fix is to
properly disable the condition for this field if it's an active filter,
while still preventing it from ever rendering as an option within the
field selector itself.
Partial fix for #9774. When `admin.disableListColumn` is set
retroactively, it continues to appear in column state, but shouldn't.
This was because the table column context was not refreshing after HMR
runs, and would instead hold onto these stale columns until the page
itself refreshes. Similarly, this was also a problem when the user had
saved any of these columns to their list preferences, where those prefs
would take precedence despite these properties being set on the
underlying fields. The fix is to filter these columns from all requests
that send them, and ensure local component state properly refreshes
itself.
### What?
It became possible for fields to reset to a defined `defaultValue` when
bulk editing from the `edit-many` drawer.
### Why?
The form-state of all fields were being considered during a bulk edit -
this also meant using their initial states - this meant any fields with
default values or nested fields (`arrays`) would be overwritten with
their initial states
I.e. empty values or default values.
### How?
Now - we only send through the form data of the fields specifically
being edited in the edit-many drawer and ignore all other fields.
Leaving all other fields stay their current values.
Fixes#9590
---------
Co-authored-by: Dan Ribbens <dan.ribbens@gmail.com>
### What?
Custom auth collections default `useAsTitle` to `id`.
### Why?
It is more expected for auth collections to search on email or username.
### How?
Defaults useAsTitle to `username` if loginWithUsername is used, else
`email`. Can still be overridden by setting a custom `admin.useAsTitle`
property.
- Adds missing types, especially the `Where` type. Will be helpful for
people to see that they can type their queries like that
- Mention pnpm first and prefer pnpm > npm > yarn throughout docs
- Add `payload` to function arguments in examples to discourage people
from doing `import payload from 'payload'`
- PNPM => pnpm, NPM => npm
- Fix some typos
🤖 Automated bump of templates for v3.5.0
Triggered by user: @paulpopus
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Fixes#9830. Continuation of #9755 and #9746. Instead of automatically
appending TLDs to the `admin.preview` and the `livePreview.url` URLs, we
should instead ensure that `req` is passed through these functions, so
that you can have full control over the format of this URL without
Payload imposing any of its own formatting.
Adds the missing tests to the `needs:` dependency array for `all-green`
step in CI so that all-green doesn't pass if these tests fail or are in
progress
```
- build-templates
- tests-types
- tests-type-generation
```
### What?
`@lexical-html` is missing from the `lexical-proxy` exports.
### Why?
To allow `@lexical-html` functionality to be used without needing to
install the package separately.
### How?
Adds `@lexical-html` to the `lexical-proxy` exports.
Fixes#9792
As proposed here
https://github.com/payloadcms/payload/pull/9782#issuecomment-2522090135
with additional testing of our types we can be more sure that we don't
break them between updates.
This PR already adds types testing for most Local API methods
6beb921c2e/test/types/types.spec.ts
but new tests for types can be easily added, either to that same file or
you can create `types.spec.ts` in any other test folder.
The new test folder uses `strict: true` to ensure our types do not break
with it.
---------
Co-authored-by: Tom Mrazauskas <tom@mrazauskas.de>
🤖 Automated bump of templates for v3.5.0
Triggered by user: @denolfe
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
### What?
Previously, the create-payload-app install would properly update the env
vars in the new created `.env` file but kept outdated env vars in the
`.env.example` file.
I.e
If selecting a `postgres` DB for the blank or website template:
`.env` --> `DATABASE_URI` -->
`postgres://postgres:<password>@127.0.0.1:5432/test-cpa`
`.env.example` --> `DATABASE_URI` -->
`mongodb://127.0.0.1/payload-template-blank-3-0`
### Now
`.env` --> `DATABASE_URI` -->
`postgres://postgres:<password>@127.0.0.1:5432/test-cpa`
`.env.example` --> `DATABASE_URI` -->
`postgres://postgres:<password>@127.0.0.1:5432/test-cpa`
### What?
* Exposes to `payload` these functions: `sanitizeSelectParam`,
`sanitizePopulateParam`, `senitizeJoinParams`.
* Refactors `sanitizeSelect` and `sanitizePopulate` to
`sanitizeSelectParam` and `sanitizePopulateParam` for clarity.
* Moves them from `@payloadcms/next` to `payload` as they aren't related
to next.
### Why?
To use these functions externally, for example in custom endpoints.
### What?
Previously, `initCollapsed: true` `array` fields would auto collapse
when typing in their respective inputs while in the create new view.
### Why?
This was due to the fact that we were only checking if `preferences`
existed in `form state` to handle the current state of the array row and
then falling back on the `initCollapsed` prop if `preferences` didn't
exist.
This was a problem because during create - `preferences` do not exist
yet. As a result, the state of the array row would keep falling back to
collapsed if `initCollapsed` was set to `true`.
### How?
To fix this, we now check the actual form state first before falling
back to preferences and then falling back to the initCollapsed prop
value.
Fixes#9775
### What?
Enhanced Serbian translations for the lexical editor have been
implemented. The updates correct inaccuracies in the Serbian Cyrillic
translations and address various errors in the previous versions.
### Why?
- Incorrect use of Latin script in place of Cyrillic.
- Contextual errors in translations.
The runner image `ubuntu-latest` image will be switching from Ubuntu
22.04 to Ubuntu 24.04 as specified in
https://github.com/actions/runner-images/issues/10636.
> Rollout will begin on December 5th and will complete on January 17th,
2025.
Breaking changes
Ubuntu 24.04 is ready to be the default version for the "ubuntu-latest"
label in GitHub Actions and Azure DevOps.
This PR moves us to explicitly use `ubuntu-24.04` to ensure
compatibility and to allow explicit upgrades in the future.
Adds documentation for the feature introduced with [plugin-search
collection reindexing](https://github.com/payloadcms/payload/pull/9391).
This also fixes an invalid scss import in one of the examples.
Credit to @rilrom for the invalid css import find!
The join field was not respecting the defaultSort or defaultLimit of the
field configuration.
### Why?
This was never implemented.
### How?
This fix applies these correct limit and sort properties to the query,
first based on the field config and as a fallback, the collection
configuration.
- Improvements to seed speed on the website template
- Update hero on mobile
- Fields are collapsed by default where possible now
- Add rowlabel components for nav items
In addition to requiring fewer files, it supports more nodes. If you
currently initialize a website template and want to use features such as
images or tables, they are not rendered. With this change that happens
automatically.
Credits to @AlessioGr for the [JSX
serializer](https://github.com/payloadcms/payload/pull/8795).
---------
Co-authored-by: Paul Popus <paul@nouance.io>
Similar to #9746. When deploying to Vercel, preview deployment URLs are
dynamically generated. This breaks `admin.preview` within those
deployments because there is no mechanism by which we can detect and set
that URL within Payload. Although Vercel provides various environment
variables at our disposal, they provide no concrete identifier for
exactly which URL is being currently previewed (you can access the same
deployment from a number of different URLs).
The fix is to support relative `admin.preview` URLs, that way Payload
can prepend the application's top-level domain dynamically at
render-time in order to create a fully qualified URL. So when you visit
a Vercel preview deployment, for example, that deployment's unique URL
is used as the preview redirect, instead of the application's
root/production domain. Note: this does not fix multi-tenancy
single-domain setups, as those still require a static top-level domain
for each tenant.
### What?
Fixes issue with stale locale from searchParams
### Why?
Bad use of useEffect/useState inside our useSearchParams provider.
### How?
Memoize the locale instead of relying on the useEffect which was causing
unnecessary renders with stale values.
When deploying to Vercel, preview deployment URLs are dynamically
generated. This breaks Live Preview within those deployments because
there is no mechanism by which we can detect and set that URL within
Payload. Although Vercel provides various environment variables at our
disposal, they provide no concrete identifier for exactly _which_ URL is
being currently previewed (you an access the same deployment from a
number of different URLs).
The fix is to support _relative_ live preview URLs, that way Payload can
prepend the application's top-level domain dynamically at render-time in
order to create a fully qualified URL. So when you visit a Vercel
preview deployment, for example, that deployment's unique URL is used to
load the iframe of the preview window, instead of the application's
root/production domain. Note: this does not fix multi-tenancy
single-domain setups, as those still require a static top-level domain
for each tenant.
### What?
The `<header>` dom node was rendering even if empty for group fields.
Causing extra margin to be added even if no label/description were
provided.
### Why?
If the field had no label, description or errors it would still render.
### How?
Wraps the header node in an additional condition that checks for label,
description or errors before rendering the node.
Fixes https://github.com/payloadcms/payload/issues/9606
With Postgres / SQLite, select fields (non `hasMany: true`) weren't
properly handled in the `traverseFields.ts` function for `select` query.
### What
Updates auth.forgotPassword.expiration prop type to include JSDocs
I.e
```
/**
* The number of milliseconds that the forgot password token should be valid for.
* @default 3600000 // 1 hour
*/
```
Adds details about `output: 'standalone'` to Docker deployment section.
This is required in order for Next.js to be dockerized.
```
const nextConfig = {
output: 'standalone',
}
```
### What?
Unable to configure expiration time for the password reset tokens.
### Why?
Prior to this change, the expiration time for password reset tokens were
defaulted.
### How?
Adds new `expiration` prop to `auth.forgotPassword` object which allows
for the option to configure the expiration time of password reset
tokens.
This create a workflow that will trigger upon every release and do the
following:
- Re-generate all template lockfiles as needed (only blank and website
need them for payload cloud)
- Re-generate all postgres migrations for any pg-based template
- Commit changes
- Create PR
Fix broken links.
<!--
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### What?
Fix broken links to collections and access control overview.
### Why?
### How?
Fixes #
-->
fixed small typo
<!--
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sure you've completed all the steps.
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The following items will ensure that your PR is handled as smoothly as
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behind a change
### What?
Small typo fix in Docs
### Why?
### How?
Fixes #
-->
- [fix: join field shows loading when creating a
document](9f7a2e7936)
- [fix: join field
descriptions](90e8cdb464)
- [feat(ui): adds before & after inputs to join
field](19d43329ad)
---------
Co-authored-by: Patrik <patrik@payloadcms.com>
### What?

### Why?
`user.id` was being used as a dependency is callbacks and when the user
was logged out due to inactivity the above error would throw.
### How?
Added optional chaining to the dependency.
Fixes https://github.com/payloadcms/payload/issues/9701
### What?
Previously, when defining `localization.locales` like this:
```ts
localization: {
defaultLocale: 'en',
locales: [{ label: { en: 'ESLocale' }, code: 'es' },{ label: { en: 'ESLocale' }, code: 'en' }],
},
```
The title in "copy to locale" modal was displayed incorrectly
```
Copy to locale: Copying from [object Object] to [object Object]
```
### How?
Uses the `getTranslation` function to handle this behavior properly
Removes maxDepth from link fields which can cause issues sometimes
depending on how deep the reference is
Also removes bottom border on website header.
### What?
Write conflict errors can arise when collections have hooks.
### Why?
The copyDataFromLocale local API calls to update were not passsing req
so changes could be made on different transcations.
### How?
Fixed the error by passing `req` and also introduced some perf
optimizations using `depth` and disabling `joins` since that data isn't
needed for this operation.
Adds configuration options to `auth.disableLocalStrategy` to allow
customization of how payload treats an auth enabled collection.
Two new properties have been added to `disableLocalStrategy`:
- `enableFields` Include auth fields on the collection even though the
local strategy is disabled. Useful when you do not want the database or
types to vary depending on the auth configuration used.
- `optionalPassword`: makes the password field not required
### What?
Migrates the `form-builder` example to payload `3.0`.
`Updates`:
- Now has a next app directly along side payload.
- Removes `form-builder/next-app` & `form-builder/next-pages` example
front-ends and only uses new recommended approach (i.e admin panel &
front-end on the same port - `3000`)
### What?
https://payloadcms.com/docs does not document the `payload.auth`
feature.
### Why?
With custom components, there is no explanation as to how you can get
the current user on the server side. It is also something useful to know
for many other scenarios. A Discord user even mentioned today, that they
spent quite some time, trying to figure out how to get the current user,
while on the server.
While I don't think it's the cleanest "place" to document it, I think
its what makes the most sense, given the current state of the
documentation. I tried to follow the existing format as close as
possible. The comments are longer, but I feel the information is
absolutely necessary to provide.
Confirmed that formatting works as expected and there are no errors
parsing the addition:

Fixes#9631
## Fix default retries
By default, if no `retries` property has been set, jobs / tasks should
not be retried. This was not the case previously, as the `maxRetries`
variable was `undefined`, causing jobs to retry endlessly. This PR sets
them to `0` by default.
Additionally, this fixes some undesirable behavior of the workflow
retries property. Workflow retries now act as **maximum**,
workflow-level retries. Only tasks that do not have a retry property set
will inherit the workflow-level retries.
## Fix error messages
Previously, you were able to encounter error messages with undefined
values like these:

Reason is that it was always using `job.workflowSlug` for the error
messages. However, if you queue a task directly, without a workflow,
`job.workflowSlug` is undefined and `job.taskSlug` should be used
instead.
This PR then gets rid of the second undefined value by ensuring that
`maxRetries´ is never undefined
More commit types will now show in the release notes. The full list of
allowable types are the following and will show in order:
```ts
const commitTypesForChangelog = [
'feat',
'fix',
'perf',
'refactor',
'docs',
'style',
'test',
'templates',
'examples',
'build',
'ci',
'chore',
]
```
What?
Fixes issue when on parallel writes in result you can have 0 latest:
true versions.
Why?
There must be always a version with latest: true
How?
Ensures that we always have a version with latest: true by adding a
filter on createdAt < createdVersion.createdAt.
Instead, this ponentially can lead to a situation where we have 2
versions with latest: true, if they were created at the exact same time,
but this shouldn't happen in a real world scenario and it's much less
problematic than not having a version with latest: true.
Fixes https://github.com/payloadcms/payload/issues/5895
Changes from #8986
---------
Co-authored-by: Sasha <64744993+r1tsuu@users.noreply.github.com>
As described in #9576, the `SearchParamsProvider` can become stale when
navigating routes and relying on search params during initial render.
This is because this context, along with the `ParamsProvider`, is
duplicative to the internal lifecycle of `useSearchParams` and
`useParams` from `next/navigation`– but always one render behind.
Instead, we need to use the hooks directly from `next/navigation` as
described in the jsdocs. This will also remove any abstraction over top
the web standard for `URLSearchParams`.
For this reason, these providers and their corresponding hooks have been
marked with the deprecated flag and will continue to behave as they do
now, but will be removed in the next major release. This PR replaces all
internal reliance on these hooks with `next/navigation` as suggested,
except for the `useParams` hook, which was never used in the first
place.
```diff
'use client'
- import { useSearchParams } from '@payloadcms/ui'
+ import { useSearchParams } from 'next/navigation'
+ import { parseSearchParams } from '@payloadcms/ui'
export function MyClientComponent() {
- const { searchParams } = useSearchParams()
+ const searchParams = useSearchParams()
+ const parsedParams = parseSearchParams(searchParams)
// ...
}
```
_MyClientComponent.tsx_
Fixes https://github.com/payloadcms/payload/issues/9567. When using the
`AnimateHeight` component on a patched browser such as Webkit,
components with dynamically rendered children are not properly animating
in, such as blocks with rich text. This is because the height of that
content is unable to be calculated before it's rendered, preventing the
component from acquiring a target height to animate toward. This change
was originally introduced in #9456 in effort to remove unnecessary
dependencies.
The fix is to setup a ResizeObserver during animation to watch for
changes to the content's height. This way, as components dynamically
render in based on the "open" state, the hook will simply increment the
target height accordingly.
This PR updates all react and next-related packages to the latest
version in our test directory and in our templates, while still allowing
older versions to be used.
Additionally, this ensures that the "scheduler" package version we
install matches the version installed by react-dom
We should fix all the flaky tests in the future - in the meantime this
PR will reduce collectively wasted engineer hours, as we now don't have
to manually open the awkward GH actions UI and press the retry button -
often multiple times for each PR.
It may not be enough to simply retry the test:int / test:e2e commands to
get the tests not to flake for the next run, but let's see how this goes
Assume you had the following workflow:
```ts
handler: async ({ job, inlineTask, req }) => {
const { customerData } = await inlineTask('Fetch Customer Data', {
task: ({ req }) => {
if (Math.random() < 0.2) {
throw new Error('Failed on purpose')
}
return {
output: {
customerData: 'test',
},
}
},
retries: {
attempts: 40,
},
})
console.log('customer Data', customerData)
await inlineTask('Analyze Segments', {
// Rest of task...
```
It was possible for the following to happen:
Run attempt 1:
- Task "Fetch Customer Data" fails
- Task is added to job log without output data and state "failed"
Run attempt 2:
- Task "Fetch Customer Data" succeeds
- Task is added to job log with correct output data and state
"succeeded"
- Task "Analyze Segments" fails
- Task is added to job log without output data and state "failed"
Run attempt 3:
- Task "Fetch Customer Data" has already run successfully => restore
from DB
- Task "Analyze Segments" fails because input data is undefined.
The restoration of the already-succeeded "Fetch Customer Data" task did
not fetch and restore the correct output data, as it was taking the
output data from the previously failed task that did not save any, even
though it should have been taking and restoring the output data of the
last-run, successful task run.
This PR fixed that
### What?
Adds Serbian `rs` and `rs-Latin` to `importDateFNSLocale` as well as
changes their `dateFNSKey` in the language definition to the appropriate
key instead of `en-US`
### Why?
To support Serbian language with appropriately localized dates.
### How?
Minor changes in translations package.
Fixes: #9610.
### What?
Currently some links inside the main nav are still focusable with a
keyboard when the main nav is closed.
### Why?
This leads to the active keyboard focus getting lost until it eventually
finds its way to the hamburger menu button. It can also lead to links
that are not currently visible being selected accidentally.
### How?
When the [inert
attribute](https://developer.mozilla.org/en-US/docs/Web/HTML/Global_attributes/inert)
is set to `true`, we can prevent focus on any child elements
automatically. We simply toggle the attribute on or off based on whether
the nav is open or closed.
The inert attribute has [great
compatibility](https://caniuse.com/mdn-html_global_attributes_inert)
with modern browsers these days, making it a solid choice to resolve
this issue.
### Recordings
#### Before
You can see down the bottom left of the screen that links available in
the main nav are still focusable even when the main nav is closed.
https://github.com/user-attachments/assets/e16d5336-7d2b-42f1-886b-cfa3ed82dbb1
#### After
You can see that focus is immediately moved to the hamburger menu when
the main nav is closed.
https://github.com/user-attachments/assets/8c81197a-53aa-4af1-8e5c-f6835ba955a5
Fixes#5026. When using client-side Live Preview, switching locale would
not populate relationships in that locale, and would use the default
locale instead. This was because locale was simply not being handled.
Now, we pass the locale through the event, and use it to make localized
queries when populating those relationships.
Fixes https://github.com/payloadcms/payload/issues/9612
Previously, the plugin search with different collections but the same
IDs could delete a wrong search document on synchronization, because we
queried the search document only by `doc.value`. Instead, we should also
query by `doc.relationTo`.
When creating custom translations and merging the custom translation
keys with the default translation keys, and then pass it to the generic
TFunction type, Typescript complains that the function does not satisfy
the LabelFunction type in a label field.
The reason for this is that the LabelFunction type is not generic, and
it's always using the default TFunction which itself uses the
DefaultTranslationKey if no type is passed to it.
This is solved by making the LabelFunction generic and forward the
TTranslationKeys to the TFunction type.
Following this documentation:
https://payloadcms.com/docs/configuration/i18n#typescript
Example:

Updates the "More details" link URLs in the generateEmailHTML and
generateEmailSubject rows to link to the correct element.
The links current use camelcase but the corresponding element IDs are
lowercase.
See this page: https://payloadcms.com/docs/authentication/email
### What?
The examples in nestedDocs and formBuilder plugins were referencing the
plugins incorrectly.
### Why?
To prevent confusion for readers.
### How?
Changes to `docs/plugins/form-builder.mdx` and
`docs/plugins/nested-docs.mdx`.
We were sending unrendered `PayloadComponent`s to the client, which is a
remnant of old betas where those were actually rendered.
There is no point sending them to the client as they are useless there
and cannot be rendered without the server-only importMap. Additionally,
this could have potentially caused server-only modules to be sent to the
client (e.g. if serverProps was used), which would have lead to a
webpack error.
The types were also incorrect, as admin.dependencies on the ClientConfig
did not contain the React nodes.
### What?
When the document is saved the formState was not being reset from the
server.
### Why?
getFormState was not being called onSuccess of the form submission
### How?
The `Form` onSuccess function now allows for an optional return type of
`FormState` if the functions returns formState then we check to see if
that differs from the current formState on the client. If it does then
we dispatch the `REPLACE_STATE` action with the newState.
Fixes https://github.com/payloadcms/payload/issues/9423
Closes#8653.
Originally this PR was for making the `IndentFeature` opt-in instead of
opt-out, which would have been a breaking change. After some discussion
it was determined it would be better if we could keep the
`IndentFeature` by default and instead come up with a custom escape key
solution to prevent keyboard users from becoming trapped in the editor.
These changes are my interpretation of how we can solve this problem in
a way that feels natural for a keyboard user. When a keyboard user
becomes trapped, the usual approach is to press the escape key (e.g.
modals) to be able to leave the current context and continue navigating.
These changes allow that to happen while minimising the cognitive load
by not needing to remember whether the `IndentFeature` is toggled on or
off.
I've also ensured the `IndentFeature` can actually be turned off if
consciously removed from the lexical editor features (previously it was
still enabled even if it was removed).
Ideally this should be handled on the lexical side in the
`TabIndentationPlugin` itself (I will begin to look into the feasibility
of this), but for now this should be suitable to ensure the experience
for keyboard users isn't completely blocked (there are a number of other
improvements that could be made but I will create more specific issues
for those).
Open to discussion and amendments. Once we're aligned on the approach
I'm happy to implement tests as needed.
### Before
https://github.com/user-attachments/assets/95183bb6-f36e-4b44-8c3b-d880c822d315
### After
https://github.com/user-attachments/assets/d34be50a-8f31-4b81-83d1-236d5ce9d8b5
---------
Co-authored-by: Germán Jabloñski <43938777+GermanJablo@users.noreply.github.com>
Closes#9132. When query params are present in the URL, such as after
searching or filtering in the list view, they are not being retained
after navigating back to that view via `history.back()` (i.e. the back
button). This makes it difficult to quickly navigate in and out of
documents from the list view when an underlying search exists. This was
because the `SearchParamsProvider` is stale when the new view renders,
which then replaces the URL with these stale params. The fix here is to
_not_ use the `SearchParamsProvider` at all, and instead use
`next/navigation` directly. Ultimately, this provider should likely be
marked deprecated and then removed in the next major release for this
very reason.
.tsx files were introduced into the plugin-search package, but an
appropriate `copyfiles` script was not introduced to get these files
into the dist output.
This was causing a `Module not found: Can't resolve './index.scss'`
error on build.
---------
Co-authored-by: Alessio Gravili <alessio@gravili.de>
### What?
Extracted `hasText` helper method in `richTextValidateHOC`
### Why?
The new exported `hasText` helper method can now also be used during
front-end serialization - for example, to check whether a caption
element should be rendered when text is optional and therefore possibly
empty (which would allow us to prevent rendering an empty caption
element).
Fixes#8811
Before this PR, even if you did not include text formatting features
(such as BoldFeature, ItalicFeature, etc), it was possible to apply that
formatting by (a) pasting content from the clipboard and (b) using
keyboard shortcuts.
This PR fixes that by requiring the formatting features to be registered
so that they can be inserted in the editor.
When using the `admin.hidden: true` property on a collection, it
rightfully removes all navigation and routing for that particular
collection. However, this also affects the expected behavior of hidden
entities when they are rendered within a drawer, such as the document
drawer or list drawer. For example, when creating a new _admin.hidden_
document through the relationship or join field, the drawer should still
render the view, despite the underlying route for that view being
disabled. This change was a result of the introduction of on-demand
server components in #8364, where we now make a server roundtrip to
render the view in its entirety, which include the logic that redirects
these hidden entities.
Now, we pass a new `overrideEntityVisibility` argument through the
server function that, when true, skips this step. This way documents can
continue to respect `admin.hidden` while also having the ability to
override on a case-by-case basis throughout the UI.
### What?
This PR aims to add reindexing capabilities to `plugin-search` to allow
users to reindex entire searchable collections on demand.
### Why?
As it stands, end users must either perform document reindexing manually
one-by-one or via bulk operations. Both of these approaches are
undesirable because they result in new versions being published on
existing documents. Consider the case when `plugin-search` is only added
_after_ the project has started and documents have been added to
existing collections. It would be nice if users could simply click a
button, choose the searchable collections to reindex, and have the
custom endpoint handle the rest.
### How?
This PR adds on to the existing plugin configuration, creating a custom
endpoint and a custom `beforeListTable` component in the form of a popup
button. Upon clicking the button, a dropdown/popup is opened with
options to select which collection to reindex, as well as a useful `All
Collections` option to run reindexing on all configured search
collections. It also adds a `reindexBatchSize` option in the config to
allow users to specify in what quantity to batch documents to sync with
search.
Big shoutout to @paulpopus & @r1tsuu for the triple-A level support on
this one!
Fixes#8902
See it in action:
https://github.com/user-attachments/assets/ee8dd68c-ea89-49cd-adc3-151973eea28b
Notes:
- Traditionally these kinds of long-running tasks would be better suited
for a job. However, given how many users enjoy deploying to serverless
environments, it would be problematic to offer this feature exclusive to
jobs queues. I thought a significant amount about this and decided it
would be best to ship the feature as-is with the intention of creating
an opt-in method to use job queues in the future if/when this gets
merged.
- In my testing, the collection description somehow started to appear in
the document views after the on-demand RSC merge. I haven't reproduced
this, but this PR has an example of that problem. Super strange.
---------
Co-authored-by: Sasha <64744993+r1tsuu@users.noreply.github.com>
Co-authored-by: Paul Popus <paul@nouance.io>
### What?
Adds ability to copy data from one locale to another at a document
level.
### How?
For any localized collection, you will find a new option in the document
controls called `Copy to Locale`.
This option will open a drawer, from here you can select your origin and
destination locales.
If data already exists in the destination locale, you can choose to:
1. Overwrite this data (this will copy any empty fields in your origin
locale)
2. Not overwrite existing data (this will only copy data into empty
fields in the destination locale)
---------
Co-authored-by: Jarrod Flesch <jarrodmflesch@gmail.com>
In an effort to keep the Examples Directory as easy to navigate as
possible, and to keep the Payload Monorepo only as verbose as it needs
to be, we need to remove all alternatives from the Examples Directory.
This includes setups that interact with Payload from a standalone
server, keeping only the Payload recommended "combined" Next.js +
Payload setups.
### What?
Migrates the `live-preview` example to payload `3.0`.
`Updates`:
- `live-preview/payload` now has a next app directly along side payload.
- Removes `live-preview/next-app` & `live-preview/next-pages` example
front-ends and only uses new recommended approach (i.e admin panel &
front-end on the same port - `3000`)
If you had a lot of fields and collections, createClientConfig would be
extremely slow, as it was copying a lot of memory. In my test config
with a lot of fields and collections, it took 4 seconds(!!).
And not only that, it also ran between every single page navigation.
This PR significantly speeds up the createClientConfig function. In my
test config, its execution speed went from 4 seconds to 50 ms.
Additionally, createClientConfig is now properly cached in both dev &
prod. It no longer runs between every single page navigation. Even if
you trigger a full page reload, createClientConfig will be cached and
not run again. Despite that, HMR remains fully-functional.
This will make payload feel noticeably faster for large configs -
especially if it contains a lot of richtext fields, as it was previously
deep-copying the relatively large richText editor configs over and over
again.
## Before - 40 sec navigation speed
https://github.com/user-attachments/assets/fe6b707a-459b-44c6-982a-b277f6cbb73f
## After - 1 sec navigation speed
https://github.com/user-attachments/assets/384fba63-dc32-4396-b3c2-0353fcac6639
## Todo
- [x] Implement ClientSchemaMap and cache it, to remove
createClientField call in our form state endpoint
- [x] Enable schemaMap caching for dev
- [x] Cache lexical clientField generation, or add it to the parent
clientConfig
## Lexical changes
Red: old / removed
Green: new

### Speed up version queries
This PR comes with performance optimizations for fetching versions
before a document is loaded. Not only does it use the new select API to
limit the fields it queries, it also completely skips a database query
if the current document is published.
### Speed up lexical init
Removes a bunch of unnecessary deep copying of lexical objects which
caused higher memory usage and slower load times. Additionally, the
lexical default config sanitization now happens less often.
### What?
When you prevent users from authenticating with their email, we should
not enforce uniqueness on the email field.
### Why?
We never set the unique property to false.
### How?
Set the unique property to false if `loginWithUsername.allowEmailLogin`
is `false`.
The version diff view at
`/admin/collections/:collection/:id/versions/:version` was not properly
displaying diffs for iterable fields, such as blocks. There were two
main things wrong here:
1. Fields not properly inheriting parent permissions based on the new
sanitized permissions pattern in #7335
1. The diff components were expecting `permissions` but receiving
`fieldPermissions`. This was not picked up by TS because of our use of
dynamic keys when choosing which component to render for that particular
field. We should change this in the future to use a switch case that
explicitly renders each diff component. This way props are strictly
typed.
In effort to keep the Examples Directory as easy to navigate as
possible, and to keep the Payload Monorepo only as verbose as it needs
to be, we need to remove all alternatives from the Examples Directory.
This includes setups that interact with Payload from a standalone
server, keeping only the Payload recommended "combined" Next.js +
Payload setups. This will also be applied to all other examples that use
this setup, i.e. draft preview, live preview, etc.
### What?
Previously, `payload.findByID` with `overrideAccess: false` and this
collection config
```ts
{
slug: 'fields-and-top-access',
access: {
read: () => ({
secret: {
equals: '12345',
},
}),
},
fields: [
{
type: 'text',
name: 'secret',
access: { read: () => false },
},
],
},
```
Led to the `The following path cannot be queried: secret` error because
`where` input to `validateQueryPaths` also includes the result from
access control, which shouldn't be.
This works when using `payload.find`.
The same applies to find with drafts / joins `where`. We need to
validate only user `where` input, not access control that we defined in
our config.
Also, this exact logic seems be used in `find` without drafts - we don't
use `fullWhere` here but `where`, that's why this error isn't being
thrown with `find` but only `findByID`.
d9c6288cb2/packages/payload/src/collections/operations/find.ts (L134)d9c6288cb2/packages/payload/src/collections/operations/find.ts (L166-L171)
Fixes https://github.com/payloadcms/payload/issues/9210
### What?
Plugin-seo fields were not set to disabled when a user did not have
permissions.
### Why?
The `readOnly` property was not being used.
### How?
Uses the `readOnly` property to disable buttons and set inputs to
readOnly.
### What?
Fixes a link to the `storage-uploadthing` adapter in Github.
### Why?
To link readers to the correct package location.
### How?
Change to `docs/upload/storage-adapters.mdx`.
Credit to rik in Discord for the catch.
Deprecates `react-animate-height` in favor of native CSS, specifically
the `interpolate-size: allow-keywords;` property which can be used to
animate to `height: auto`—the primary reason this package exists. This
is one less dependency in our `node_modules`. Tried to replicate the
current DOM structure, class names, and API of `react-animate-height`
for best compatibility.
Note that this CSS property is experimental BUT this PR includes a patch
for browsers without native support. Once full support is reached, the
patch can be safely removed.
### What?
Adds custom anchor tags to docs where duplicate headings exist.
### Why?
Anchor links would not correctly navigate to the proper point on the
page if there were multiple headings with the same string.
### How?
The website now supports adding custom `#anchor` to a heading in
markdown that will attach to the headings and table of content list
items. This PR adds custom anchors to the docs that have duplicate
headings.
**Example:**
```md
/docs/upload/storage-adapters.mdx
### Usage#vercel-blob-installation
```
Generates the path:
`/docs/upload/storage-adapters#vercel-blob-installation`
Ensures `sanitizeRelationshipIDs` works properly in any case
Updates predefinedMigration to work with new globals
Skips ObjectID creation errors to not fail with outdated data to the
schema.
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The following items will ensure that your PR is handled as smoothly as
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### What?
### Why?
### How?
Fixes #
-->
### What?
This PR adds `'sl'` to list of accepted languages, dedupes languages not
implemented from langs that have been supported, and adjusts the string
match for `'sl'` in importDateFNSLocale to the correct locale.
### Why?
To fix TS errors and runtime errors encountered while adding Slovenian
language to config, and then selecting it in `/account` view.
### How?
- Addition of `'sl'` to `acceptLanguages` array
- Change from `'sl'` to `'sl-SI'` in `importDateFNSLocale.ts`
Fixes#9504
---------
Co-authored-by: Jessica Chowdhury <jessica@trbl.design>
The [previous fix](https://github.com/payloadcms/payload/pull/8735)
worked but was a breaking change because it set a `z-index` in the
`.react-select` wrapper instead of the `.rs__menu`, creating a new
stacking-context, therefore making any existing customizations to the
menu's `z-index` not work. This was a way to fix a regression introduced
by the css-layers, in which Payload's custom `z-index: 4` no longer took
precedence over react-select's default `z-index: 1`.
With this PR we remove the default `z-index: 1` applied by react-select,
so that the `z-index: 4` set in the "payload-default" css layer can take
effect. An alternative to this fix would be to use `z-index: 4
!important`, but this has the advantage of allowing the `z-index` to be
easily customized by the consumers of the CMS, as with all the other
styles.
### Screenshots

### What?
This log was appearing when the DatePicker loaded without a registered
locale:
```
A locale object was not found for the provided string ["enUS"].
```
Also fixes css misalignment of icons inside date picker field
### Why?
If i`18n.dateFNS` had not loaded, we were registering the locale with an
undefined value.
### How?
Only register the locale for react-datepicker if i18n.dateFNS is
present.
List preferences were improperly saving their own records onto
themselves when building table state through the server function. This
was happening because the entire preference document was being spread
onto the new preferences, as opposed to just the value itself:
```diff
const mergedPrefs = {
- ...(preferencesResult || {}),
+ ...(preferencesResult?.value || {}),
columns,
}
```
This PR also swaps `dequal` out for `dequal/lite`.
### What?
We sorted migrations by `-name` in `getMigrations` as by assumption from
generated file names, however, it may be not true as the improved (+
unflaked, previously it failed sometimes) test for `migrate:down` can
reproduce. As in result, `migrateDown` / `migrateRefresh` may execute in
order different from `migrate`.
Unflakes the 'should commit multiple operations async' test.
We shouldn't pass the same `req` that doesn't contain a transaction to
different operations that execute in parallel (via `Promise.all`)
without either creating a transaction before or using
`isolateObjectProperty(req, 'transactionID')`. It leads to a race
condition because operation can commit a wrong transaction, different
from inited
### What?
Previously, using Postgres, select fields with `hasMany: true` weren't
clearable.
Meaning, you couldn't pass an empty array:
```ts
const updatedDoc = await payload.update({
id,
collection: 'select-fields',
data: {
selectHasMany: [],
},
})
```
### Why?
To achieve the same behavior with MongoDB.
### How?
Modifies logic in `packages/drizzle/src/upsertRow/index.ts` to include
empty arrays.
- Update lock files for blank, website
- Delete unneeded lock files
- Adds git hook to ensure no new lockfiles are added for _other than_
blank and website.
- Uses `pagination: false` where we don't need `totalDocs`.
- in `preview/route.ts` uses `depth: 0`, select of only ID to improve
performance
- in `search` uses `select` to select only needed properties
- adds type safety best practices to collection configs with
`defaultPopulate`
- uses `payload.count` to resolve SSG `pageNumber`s
Removes unnecessary `deepCopyObject(docPermissions)` in the Version View
which slows down loading speed.
The comment seems to be resolved, I'm not getting this error and here
for example in the same case
3c0e832a9a/packages/next/src/views/Document/index.tsx (L327)
we don't do deep copying.
### What?
The "noResults" translation key, for Russian, which is displayed when
searching a collection list and receiving no results.

### Why?
Unlike English, Slavic languages like Russian have the concept of
genders and depending on the ending of a particular word, the endings of
adjectives can be different, to correspond with those genders. The
current version only works with feminine words, directly translating to
"No {{label}} found. Either {{label}} doesn't exist yet, or none of them
match the filters you specified above."
The new version translates to "Nothing found. {{label}} may not exist
yet or doesn't match the specified filters.", which is a more loose
translation, but holds the same meaning, while being grammatically
correct in all scenarios, regardless of the gender.
### What?
This PR fixes a variety of links around the docs.
### Why?
To link readers to the correct location in the docs
### How?
Changes and fixes to a number of doc links.
TS 5.7 added support for ES2024. By keeping target: “esnext”, we would
have accidentally set our minimum supported ES version to ES2024.
This sets it to ES2022, which is the version supported by Node 18
When using Client-side Live Preview, array fields are unable to clear
all their rows. This is because `reduceFieldsToValues` sets the array's
value as 0 within form-state when no rows exist, as opposed to an empty
array as one might expect. For now, we can simply handle this data shape
within Live Preview's merge logic. In the future we may want to take to
consider changing the behavior of empty arrays within form-state itself.
1. Adds flag `--skip-empty` to `migrate:create` to bypass the empty
migration file prompt.
- Blank migration file will not be created if this flag is passed.
3. Adds flag `--force-accept-warning` to `migrate:fresh` to bypass the
drop database prompt
Now, custom Lexical block & inline block components are re-rendered if
the fields drawer is saved. This ensures that RSCs receive the updated
values, without having to resort to a client component that utilizes the
`useForm` hook.
Additionally, this PRs fixes the lexical selection jumping around after
opening a Block or InlineBlock drawer and clicking inside of it.
### What?
`payload.collections` was improperly typed.
This doesn't seem to work: (the type is `{}`)
```
collections: {
[slug: CollectionSlug]: Collection
} = {}
```
<img width="794" alt="image"
src="https://github.com/user-attachments/assets/7daceab9-8f43-433b-9201-1bf8c48fb8ca">
However, this does:
```ts
collections: Record<CollectionSlug, Collection> = {}
```
<img width="540" alt="image"
src="https://github.com/user-attachments/assets/e37d595d-f5b4-4b02-b190-bb5d4063787d">
Additionally, the same fix applied to `Permissions`,
`PolymorphicUploadField['admin']['sortOptions']`,
`PolymorphicRelationshipField['admin']['sortOptions']`
When defining custom providers as server components, they currently do
not receive any of the server props that custom components expect to
receive, like `payload`, `i18n`, `user`, and so on.
### What?
Although the following examples:
- `custom-components`
- `email`
- `multi-tenant`
were recently migrated to 3.0 - they were still using the latest `beta`
version instead of latest payload (i.e `3.0`)
- Removes mention of custom providers needing to be client components
- Documents custom field `Filter` components
- Adjusts language and other misc. grammar and spelling
### What?
Non-standard ids caused an issue when finding the document on the
server.
This is an odd regression, in 2.0 we were fetching the document on the
client so the request would handle decoding the url. Now we are fetching
the document on the server and need to do this manually when reading id
from route params.
### Why?
The slug pulled out of the url for an id of `id 1` would equate to
`id%201` which would fail in the `payload.find` call since there is not
an id stored as `id%201` but instead `id 1`.
### How?
Wherever we are calling payload.find in the views and querying by `id`
it gets ran through a helper function that decodes it properly.
Fixes#9373
Added patch to `withPayload` for hiding turbopack external deps warnings
from this PR https://github.com/payloadcms/payload/pull/9147 didn't work
on `next@15.0.3`, now it works on both `15.0.0` and `15.0.3`.
### What?
`viewActions` are not easily accessible in custom views.
### Why?
We extract view actions when we call `getViewFromConfig`, but never pass
them to the custom views.
### How?
Properly types return type for serverProps inside `getViewFromConfig`
and adds viewActions to serverProps so they are spread into props when
we build the custom view components.
Now custom server views will get the viewActions as a prop.
Fixes#9338
Fixes errors when having joins with versions +drafts on `hasMany: true`
relationships.
Removes `joinQuery` overhead if we don't need it for the current
operation. Right now, in all adapters we support joins only for `find`,
`findOne`, and `queryDrafts`.
Fixes https://github.com/payloadcms/payload/issues/9369
Fixes https://github.com/payloadcms/payload/issues/9363
This fixes the following issues that caused fields to be either hidden,
or incorrectly set to readOnly in certain configurations:
- In some cases, permissions were sanitized incorrectly. This PR
rewrites the sanitizePermissions function and adds new unit tests
- after a document save, the client was receiving unsanitized
permissions. Moving the sanitization logic to the endpoint fixes this
- Various incorrect handling of permissions in our form state endpoints
/ RenderFields
Fixes https://github.com/payloadcms/payload/issues/9378
We’ve found out that @lexical/markdown imports cannot be reliably
dynamically imported by Node.js for an unknown reason. Frequently,
Node.js simply exits before the dynamic import is done.
We’re suspecting the reason for this to be its dependency on
@lexical/code that installs prism.
This will not only (hopefully) fix the import issue, but also reduce the
bundle size & compilation speed of richtext-lexical.
Fixes#9351. When using Postgres, doc ids were being treated as a string
as opposed to a number within the admin panel. This led to issues for
anything relying on the `docID` from context, such as the join field not
properly populating initial data when creating new documents, etc.
### What?
Fixes links for custom components in a few places in admin docs.
### Why?
To link users to the correct location in the docs.
### How?
Changes to `docs/admin/components.mdx` and
`docs/admin/customizing-css.mdx`
Closes#9242 and #9365. Autosave-enabled documents rendered within a
drawer were not being properly handled. This was causing multiple draft
documents to be created upon opening the drawer, as well as an empty
document returned from the server function, etc.
### What?
Unable to add collections to the config dynamically if they reference
their own collection in a relationship field.
This was discovered while working on the folder view feature which
dynamically adds collections to your config if it is enabled per
collection.
### Why?
When `sanitizeCollection` runs, it takes the current config. If you are
sanitizing a collection before adding it to the config, that collection
cannot have any self referencing relationship fields on it otherwise it
fails the validRelationships check.
### How?
Using a reducer we now initialize the validRelationships variable with
the incoming collection slug.
### What?
When a document is saved the data from useDocumentInfo was stale.
### Why?
Previously we would refresh the entire document by calling the
form-state endpoint, we no longer do that.
### How?
Adds a new variable accessible from useDocumentInfo,
`savedDocumentData`, that is updated when the document is successfully
saved and defaults to initialData.
Fixes#9337. The version view was not able to render its diff because of
an invalid permissions lookup. This was a result of a change to how
access results are returned from the API, which are now sanitized:
https://github.com/payloadcms/payload/pull/7335
Updates the `Custom Components` example, including packages, readme,
lockfile, types and the custom fields.
---------
Co-authored-by: Patrik Kozak <patrik@payloadcms.com>
Fixes#9264. When externally updating array or block rows through the
`addFieldRow` or `replaceFieldRow` methods, nested rich text fields
along with any custom components within them are never rendered. This is
because unless the form is explicitly set to modified, as the default
array and blocks fields currently do, the newly generated form-state
will skip the rendering step. Now, the underlying callbacks themselves
automatically set the form to modified to trigger rendering.
### What?
Could not finalize selection of `hasMany` uploads inside of the drawer.
### Why?
The Select component was not being rendered in the beforeActions prop of
the ListControls when row selections was enabled.
### How?
Renders the Select component when row selections are enabled and
onBulkSelect is present.
The biggest difference comes from calling `RenderServerComponent` as a
function, instead of rendering it by using `<RenderServerComponent`.
This gets rid of wasteful blocks of codes sent to the client that look
like this:

HTML size comparison:
## Admin test suite
| View | Before | After |
|------|---------|--------|
| Dashboard | 331 kB | 83 kB |
| collections/custom-views-one Edit | 285 kB | 76.6 kB |
## Fields test suite
| View | Before | After |
|------|---------|--------|
| collections/lexical Edit | 189 kB | 94.4 kB |
| collections/lexical List | 152 kB | 62.9 kB |
## Community test suite
| View | Before | After |
|------|---------|--------|
| Dashboard | 78.9 kB | 43.1 kB |
The problem was that the uploads test suite was trying to log in to
payload before it was even initialized.
In the rare event where payload started up before the uploads test suite
was trying to log in, our tests passed.
_REQUIRED_: Please provide a link to your reproduction. Note, if the URL is invalid (404 or a private repository), we may close the issue.
Either use `npx create-payload-app@beta -t blank` then push to a repo or follow the [reproduction-guide](https://github.com/payloadcms/payload/blob/main/.github/reproduction-guide.md) for more information.
Either use `pnpx create-payload-app@latest -t blank` then push to a repo or follow the [reproduction-guide](https://github.com/payloadcms/payload/blob/main/.github/reproduction-guide.md) for more information.
validations:
required:true
@@ -57,7 +57,7 @@ body:
- type:textarea
attributes:
label:Environment Info
description:Paste output from `pnpm payload info` (>= beta.92) _or_ Payload, Node.js, and Next.js versions.
description:Paste output from `pnpm payload info` _or_ Payload, Node.js, and Next.js versions.
> 🚨 <strong>We're about to release 3.0 stable.</strong> Star this repo or keep an eye on it to follow along.
> 🎉 <strong>We've released 3.0!</strong> Star this repo or keep an eye on it to follow along.
Payload is the first-ever Next.js native CMS that can install directly in your existing `/app` folder. It's the start of a new era for headless CMS.
@@ -38,25 +40,25 @@ Payload is the first-ever Next.js native CMS that can install directly in your e
## Quickstart
Before beginning to work with Payload, make sure you have all of the [required software](https://payloadcms.com/docs/beta/getting-started/installation).
Before beginning to work with Payload, make sure you have all of the [required software](https://payloadcms.com/docs/getting-started/installation).
```text
pnpx create-payload-app@beta
pnpx create-payload-app@latest
```
**If you're new to Payload, you should start with the 3.0 beta website template** (`pnpx create-payload-app@beta -t website`). It shows how to do _everything_ - including custom Rich Text blocks, on-demand revalidation, live preview, and more. It comes with a frontend built with Tailwind all in one `/app` folder.
**If you're new to Payload, you should start with the website template** (`pnpx create-payload-app@latest -t website`). It shows how to do _everything_ - including custom Rich Text blocks, on-demand revalidation, live preview, and more. It comes with a frontend built with Tailwind all in one `/app` folder.
## One-click templates
Jumpstart your next project by starting with a pre-made template. These are production-ready, end-to-end solutions designed to get you to market as fast as possible.
Build any kind of website, blog, or portfolio from small to enterprise. Comes with a fully functional front-end built with RSCs and Tailwind.
We're constantly adding more templates to our [Templates Directory](https://github.com/payloadcms/payload/tree/beta/templates). If you maintain your own template, consider adding the `payload-template` topic to your GitHub repository for others to find.
We're constantly adding more templates to our [Templates Directory](https://github.com/payloadcms/payload/tree/main/templates). If you maintain your own template, consider adding the `payload-template` topic to your GitHub repository for others to find.
- [Document and field-level hooks](https://payloadcms.com/docs/hooks/overview) for every action Payload provides
- Intensely fast API
- Highly secure thanks to HTTP-only cookies, CSRF protection, and more
@@ -82,9 +84,9 @@ We're constantly adding more templates to our [Templates Directory](https://gith
## 🗒️ Documentation
Check out the [Payload website](https://payloadcms.com/docs/beta/getting-started/what-is-payload) to find in-depth documentation for everything that Payload offers.
Check out the [Payload website](https://payloadcms.com/docs/getting-started/what-is-payload) to find in-depth documentation for everything that Payload offers.
Migrating from v1 to v2? Check out the [2.0 Release Notes](https://github.com/payloadcms/payload/releases/tag/v2.0.0) on how to do it.
Migrating from v2 to v3? Check out the [3.0 Migration Guide](https://github.com/payloadcms/payload/blob/main/docs/migration-guide/overview.mdx) on how to do it.
Collection Access Control is [Access Control](../access-control) used to restrict access to Documents within a [Collection](../collections/overview), as well as what they can and cannot see within the [Admin Panel](../admin/overview) as it relates to that Collection.
Collection Access Control is [Access Control](../access-control/overview) used to restrict access to Documents within a [Collection](../getting-started/concepts#collections), as well as what they can and cannot see within the [Admin Panel](../admin/overview) as it relates to that Collection.
To add Access Control to a Collection, use the `access` property in your [Collection Config](../configuration/collections):
@@ -259,7 +259,7 @@ The following arguments are provided to the `delete` function:
### Admin
If the Collection is use to access the [Admin Panel](../admin/overview#the-admin-user-collection), the `Admin` Access Control function determines whether or not the currently logged in user can access the admin UI.
If the Collection is used to access the [Admin Panel](../admin/overview#the-admin-user-collection), the `Admin` Access Control function determines whether or not the currently logged in user can access the admin UI.
To add Admin Access Control to a Collection, use the `admin` property in the [Collection Config](../collections/overview):
@@ -315,7 +315,7 @@ The following arguments are provided to the `unlock` function:
If the Collection has [Versions](../versions/overview) enabled, the `readVersions` Access Control function determines whether or not the currently logged in user can access the version history of a Document.
To add Read Versions Access Control to a Collection, use the `readVersions` property in the [Collection Config](../collections/overview):
To add Read Versions Access Control to a Collection, use the `readVersions` property in the [Collection Config](../configuration/collections):
Global Access Control is [Access Control](../access-control) used to restrict access to [Global](../globals/overview) Documents, as well as what they can and cannot see within the [Admin Panel](../admin/overview) as it relates to that Global.
Global Access Control is [Access Control](../overview) used to restrict access to [Global](../globals/overview) Documents, as well as what they can and cannot see within the [Admin Panel](../admin/overview) as it relates to that Global.
To add Access Control to a Global, use the `access` property in your [Global Config](../configuration/globals):
| **`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 details](../hooks/collections). |
| **`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. A field with `virtual: true` cannot be used as the title. |
| **`group`** | Text or localization object used to group Collection and Global links in the admin navigation. Set to `false` to hide the link from the navigation while keeping its routes accessible. |
| **`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 details](../hooks/collections). |
| **`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. A field with `virtual: true` cannot be used as the title. |
| **`description`** | Text to display below the Collection label in the List View to give editors more information. Alternatively, you can use the `admin.components.Description` to render a React component. [More details](#custom-components). |
| **`defaultColumns`** | Array of field names that correspond to which columns to show by default in this Collection's List View. |
| **`hideAPIURL`** | Hides the "API URL" meta field while editing documents within this Collection. |
| **`enableRichTextLink`** | The [Rich Text](../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](../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`** | Page metadata overrides to apply to this Collection within the Admin Panel. [More details](./metadata). |
| **`preview`** | Function to generate preview URLs within the Admin Panel that can point to your app. [More details](#preview). |
| **`livePreview`** | Enable real-time editing for instant visual feedback of your front-end application. [More details](../live-preview/overview). |
| **`defaultColumns`** | Array of field names that correspond to which columns to show by default in this Collection's List View. |
| **`hideAPIURL`** | Hides the "API URL" meta field while editing documents within this Collection. |
| **`enableRichTextLink`** | The [Rich Text](../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](../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`** | Page metadata overrides to apply to this Collection within the Admin Panel. [More details](./metadata). |
| **`preview`** | Function to generate preview URLs within the Admin Panel that can point to your app. [More details](#preview). |
| **`livePreview`** | Enable real-time editing for instant visual feedback of your front-end application. [More details](../live-preview/overview). |
| **`components`** | Swap in your own React components to be used within this Collection. [More details](#custom-components). |
| **`listSearchableFields`** | Specify which fields should be searched in the List search view. [More details](#list-searchable-fields). |
| **`pagination`** | Set pagination-specific options for this Collection. [More details](#pagination). |
| **`baseListFilter`** | You can define a default base filter for this collection's List view, which will be merged into any filters that the user performs. |
| **`listSearchableFields`** | Specify which fields should be searched in the List search view. [More details](#list-searchable-fields). |
| **`pagination`** | Set pagination-specific options for this Collection. [More details](#pagination). |
| **`baseListFilter`** | You can define a default base filter for this collection's List view, which will be merged into any filters that the user performs. |
The `preview` property resolves to a string that points to your front-end application with additional URL parameters. This can be an absolute URL or a relative path.
The preview function receives two arguments:
| Argument | Description |
| --- | --- |
| **`doc`** | The Document being edited. |
| **`ctx`** | An object containing `locale` and `token` properties. The `token` is the currently logged-in user's JWT. |
| **`ctx`** | An object containing `locale`, `token`, and `req` properties. The `token` is the currently logged-in user's JWT. |
If your application requires a fully qualified URL, such as within deploying to Vercel Preview Deployments, you can use the `req` property to build this URL:
The Payload [Admin Panel](./overview) is designed to be as minimal and straightforward as possible to allow for easy customization and full control over the UI. In order for Payload to support this level of customization, Payload provides a pattern for you to supply your own React components through your [Payload Config](../configuration/overview).
All Custom Components in Payload are [React Server Components](https://react.dev/reference/rsc/server-components) by default, with the exception of [Custom Providers](#custom-providers). This enables the use of the [Local API](../local-api/overview) directly on the front-end. Custom Components are available for nearly every part of the Admin Panel for extreme granularity and control.
All Custom Components in Payload are [React Server Components](https://react.dev/reference/rsc/server-components) by default. This enables the use of the [Local API](../local-api/overview) directly on the front-end. Custom Components are available for nearly every part of the Admin Panel for extreme granularity and control.
<Banner type="success">
<strong>Note:</strong>
@@ -151,7 +151,7 @@ export default buildConfig({
## Building Custom Components
All Custom Components in Payload are [React Server Components](https://react.dev/reference/rsc/server-components) by default, with the exception of [Custom Providers](#custom-providers). This enables the use of the [Local API](../local-api/overview) directly on the front-end, among other things.
All Custom Components in Payload are [React Server Components](https://react.dev/reference/rsc/server-components) by default. This enables the use of the [Local API](../local-api/overview) directly on the front-end, among other things.
### Default Props
@@ -185,7 +185,7 @@ Each Custom Component receives the following props by default:
<Banner type="warning">
<strong>Reminder:</strong>
All Custom Components also receive various other props that are specific component being rendered. See [Root Components](#root-components), [Collection Components](#collection-components), [Global Components](#global-components), or [Field Components](#custom-field-components) for a complete list of all default props per component.
All Custom Components also receive various other props that are specific component being rendered. See [Root Components](#root-components), [Collection Components](./collections#custom-components), [Global Components](./globals#custom-components), or [Field Components](./fields#custom-components) for a complete list of all default props per component.
</Banner>
### Custom Props
@@ -445,7 +445,7 @@ Then to colorize your Custom Component's background, for example, you can use th
Payload also exports its [SCSS](https://sass-lang.com) library for reuse which includes mixins, etc. To use this, simply import it as follows into your `.scss` file:
<strong>Reminder:</strong> Custom Providers are by definition Client Components. This means they must include the `use client` directive at the top of their files and cannot use server-only code.
<strong>Reminder:</strong>React Context exists only within Client Components. This means they must include the `use client` directive at the top of their files and cannot contain server-only code. To use a Server Component here, simply _wrap_ your Client Component with it.
Customizing the Payload [Admin Panel](./overview) through CSS alone is one of the easiest and most powerful ways to customize the look and feel of the dashboard. To allow for this level of customization, Payload:
1. Exposes a [root-level stylesheet](#global-css) for you to easily to inject custom selectors
1. Exposes a [root-level stylesheet](#global-css) for you to inject custom selectors
1. Provides a [CSS library](#css-library) that can be easily overridden or extended
1. Uses [BEM naming conventions](http://getbem.com) so that class names are globally accessible
@@ -30,7 +30,7 @@ Here is an example of how you might target the Dashboard View and change the bac
<Banner type="warning">
<strong>Note:</strong>
If you are building [Custom Components](./overview), it is best to import your own stylesheets directly into your components, rather than using the global stylesheet. You can continue to use the [CSS library](#css-library) as needed.
If you are building [Custom Components](./components), it is best to import your own stylesheets directly into your components, rather than using the global stylesheet. You can continue to use the [CSS library](#css-library) as needed.
@@ -50,7 +50,7 @@ The following options are available:
| **`style`** | [CSS Properties](https://developer.mozilla.org/en-US/docs/Web/CSS) to inject into the root element of the field. |
| **`className`** | Attach a [CSS class attribute](https://developer.mozilla.org/en-US/docs/Web/CSS/Class_selectors) 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](../admin/overview). |
| **`disabled`** | If a field is `disabled`, it is completely omitted from the [Admin Panel](../admin/overview) entirely. |
| **`disableBulkEdit`** | Set `disableBulkEdit` to `true` to prevent fields from appearing in the select options when making edits for multiple documents. Defaults to `true` for UI fields. |
| **`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. |
@@ -66,7 +66,7 @@ A description can be configured in three ways:
- As a function which returns a string. [More details](#description-functions).
- As a React component. [More details](#description).
To easily add a Custom Description to a field, use the `admin.description` property in your [Field Config](../fields/overview):
To add a Custom Description to a field, use the `admin.description` property in your [Field Config](../fields/overview):
```ts
import type { SanitizedCollectionConfig } from 'payload'
Custom Descriptions can also be defined as a function. Description Functions are executed on the server and can be used to format simple descriptions based on the user's current [Locale](../configuration/localization).
To easily add a Description Function to a field, set the `admin.description` property to a _function_ in your [Field Config](../fields/overview):
To add a Description Function to a field, set the `admin.description` property to a _function_ in your [Field Config](../fields/overview):
```ts
import type { SanitizedCollectionConfig } from 'payload'
@@ -173,7 +173,7 @@ Within the [Admin Panel](./overview), fields are represented in three distinct p
- [Cell](#cell) - The table cell component rendered in the List View.
- [Filter](#filter) - The filter component rendered in the List View.
To easily swap in Field Components with your own, use the `admin.components` property in your [Field Config](../fields/overview):
To swap in Field Components with your own, use the `admin.components` property in your [Field Config](../fields/overview):
```ts
import type { CollectionConfig } from 'payload'
@@ -211,7 +211,7 @@ The following options are available:
The Field Component is the actual form field rendered in the Edit View. This is the input that user's will interact with when editing a document.
To easily swap in your own Field Component, use the `admin.components.Field` property in your [Field Config](../fields/overview):
To swap in your own Field Component, use the `admin.components.Field` property in your [Field Config](../fields/overview):
```ts
import type { CollectionConfig } from 'payload'
@@ -312,7 +312,7 @@ import type {
The Cell Component is rendered in the table of the List View. It represents the value of the field when displayed in a table cell.
To easily swap in your own Cell Component, use the `admin.components.Cell` property in your [Field Config](../fields/overview):
To swap in your own Cell Component, use the `admin.components.Cell` property in your [Field Config](../fields/overview):
```ts
import type { Field } from 'payload'
@@ -337,11 +337,35 @@ All Cell Components receive the same [Default Field Component Props](#field), pl
For details on how to build Custom Components themselves, see [Building Custom Components](./components#building-custom-components).
### Filter
The Filter Component is the actual input element rendered within the "Filter By" dropdown of the List View used to represent this field when building filters.
To swap in your own Filter Component, use the `admin.components.Filter` property in your [Field Config](../fields/overview):
All Custom Filter Components receive the same [Default Field Component Props](#field).
For details on how to build Custom Components themselves, see [Building Custom Components](./components#building-custom-components).
### Label
The Label Component is rendered anywhere a field needs to be represented by a label. This is typically used in the Edit View, but can also be used in the List View and elsewhere.
To easily swap in your own Label Component, use the `admin.components.Label` property in your [Field Config](../fields/overview):
To swap in your own Label Component, use the `admin.components.Label` property in your [Field Config](../fields/overview):
```ts
import type { Field } from 'payload'
@@ -377,7 +401,7 @@ import type {
Alternatively to the [Description Property](#the-description-property), you can also use a [Custom Component](./components) as the Field Description. This can be useful when you need to provide more complex feedback to the user, such as rendering dynamic field values or other interactive elements.
To easily add a Description Component to a field, use the `admin.components.Description` property in your [Field Config](../fields/overview):
To add a Description Component to a field, use the `admin.components.Description` property in your [Field Config](../fields/overview):
```ts
import type { SanitizedCollectionConfig } from 'payload'
@@ -419,7 +443,7 @@ import type {
The Error Component is rendered when a field fails validation. It is typically displayed beneath the field input in a visually-compelling style.
To easily swap in your own Error Component, use the `admin.components.Error` property in your [Field Config](../fields/overview):
To swap in your own Error Component, use the `admin.components.Error` property in your [Field Config](../fields/overview):
| **`group`** | Text or localization object used to group Collection and Global links in the admin navigation. Set to `false` to hide the link from the navigation while keeping its routes accessible. |
| **`hidden`** | Set to true or a function, called with the current user, returning true to exclude this Global from navigation and admin routing. |
| **`components`** | Swap in your own React components to be used within this Global. [More details](#custom-components). |
| **`preview`** | Function to generate a preview URL within the Admin Panel for this Global that can point to your app. [More details](#preview). |
| **`avatar`** | Set account profile picture. Options: `gravatar`, `default` or a custom React component. |
| **`autoLogin`** | Used to automate log-in for dev and demonstration convenience. [More details](../authentication/overview). |
| **`buildPath`** | Specify an absolute path for where to store the built Admin bundle used in production. Defaults to `path.resolve(process.cwd(), 'build')`. |
| **`components`** | Component overrides that affect the entirety of the Admin Panel. [More details](./components). |
| **`custom`** | Any custom properties you wish to pass to the Admin Panel. |
| **`dateFormat`** | The date format that will be used for all dates within the Admin Panel. Any valid [date-fns](https://date-fns.org/) format pattern can be used. |
| **`disable`** | If set to `true`, the entire Admin Panel will be disabled. |
| **`livePreview`** | Enable real-time editing for instant visual feedback of your front-end application. [More details](../live-preview/overview). |
| **`meta`** | Base metadata to use for the Admin Panel. [More details](./metadata). |
| **`routes`** | Replace built-in Admin Panel routes with your own custom routes. [More details](#customizing-routes). |
| **`theme`** | Restrict the Admin Panel theme to use only one of your choice. Default is `all`.
| **`user`** | The `slug` of the Collection that you want to allow to login to the Admin Panel. [More details](#the-admin-user-collection). |
| **`avatar`** | Set account profile picture. Options: `gravatar`, `default` or a custom React component. |
| **`autoLogin`** | Used to automate log-in for dev and demonstration convenience. [More details](../authentication/overview). |
| **`buildPath`** | Specify an absolute path for where to store the built Admin bundle used in production. Defaults to `path.resolve(process.cwd(), 'build')`. |
| **`components`** | Component overrides that affect the entirety of the Admin Panel. [More details](./components). |
| **`custom`** | Any custom properties you wish to pass to the Admin Panel. |
| **`dateFormat`** | The date format that will be used for all dates within the Admin Panel. Any valid [date-fns](https://date-fns.org/) format pattern can be used. |
| **`disable`** | If set to `true`, the entire Admin Panel will be disabled. |
| **`livePreview`** | Enable real-time editing for instant visual feedback of your front-end application. [More details](../live-preview/overview). |
| **`meta`** | Base metadata to use for the Admin Panel. [More details](./metadata). |
| **`routes`** | Replace built-in Admin Panel routes with your own custom routes. [More details](#customizing-routes). |
| **`suppressHydrationWarning`** | If set to `true`, suppresses React hydration mismatch warnings during the hydration of the root `<html>` tag. Defaults to `false`. |
| **`theme`** | Restrict the Admin Panel theme to use only one of your choice. Default is `all`. |
| **`user`** | The `slug` of the Collection that you want to allow to login to the Admin Panel. [More details](#the-admin-user-collection). |
<Banner type="success">
<strong>Reminder:</strong>
@@ -143,7 +144,7 @@ It is also possible to allow multiple user types into the Admin Panel with limit
- `super-admin` - full access to the Admin Panel to perform any action
- `editor` - limited access to the Admin Panel to only manage content
To do this, add a `roles` or similar field to your auth-enabled Collection, then use the `access.admin` property to grant or deny access based on the value of that field. See [Access Control](/docs/access-control/overview) for full details. For a complete, working example of role-based access control, check out the official [Auth Example](https://github.com/payloadcms/payload/tree/main/examples/auth/payload).
To do this, add a `roles` or similar field to your auth-enabled Collection, then use the `access.admin` property to grant or deny access based on the value of that field. See [Access Control](/docs/access-control/overview) for full details. For a complete, working example of role-based access control, check out the official [Auth Example](https://github.com/payloadcms/payload/tree/main/examples/auth).
@@ -21,7 +21,7 @@ To swap in your own Custom View, first consult the list of available components,
Root Views are the main views of the [Admin Panel](./overview). These are views that are scoped directly under the `/admin` route, such as the Dashboard or Account views.
To easily swap Root Views with your own, or to [create entirely new ones](#adding-new-root-views), use the `admin.components.views` property of your root [Payload Config](../configuration/overview):
To swap Root Views with your own, or to [create entirely new ones](#adding-new-root-views), use the `admin.components.views` property of your root [Payload Config](../configuration/overview):
```ts
import { buildConfig } from 'payload'
@@ -143,7 +143,7 @@ The above example shows how to add a new [Root View](#root-views), but the patte
Collection Views are views that are scoped under the `/collections` route, such as the Collection List and Document Edit views.
To easily swap out Collection Views with your own, or to [create entirely new ones](#adding-new-views), use the `admin.components.views` property of your [Collection Config](../collections/overview):
To swap out Collection Views with your own, or to [create entirely new ones](#adding-new-views), use the `admin.components.views` property of your [Collection Config](../collections/overview):
```ts
import type { SanitizedCollectionConfig } from 'payload'
@@ -198,7 +198,7 @@ The following options are available:
Global Views are views that are scoped under the `/globals` route, such as the Document Edit View.
To easily swap out Global Views with your own or [create entirely new ones](#adding-new-views), use the `admin.components.views` property in your [Global Config](../globals/overview):
To swap out Global Views with your own or [create entirely new ones](#adding-new-views), use the `admin.components.views` property in your [Global Config](../globals/overview):
```ts
import type { SanitizedGlobalConfig } from 'payload'
@@ -248,7 +248,7 @@ The following options are available:
Document Views are views that are scoped under the `/collections/:collectionSlug/:id` or the `/globals/:globalSlug` route, such as the Edit View or the API View. All Document Views keep their overall structure across navigation changes, such as their title and tabs, and replace only the content below.
To easily swap out Document Views with your own, or to [create entirely new ones](#adding-new-document-views), use the `admin.components.views.Edit[key]` property in your [Collection Config](../collections/overview) or [Global Config](../globals/overview):
To swap out Document Views with your own, or to [create entirely new ones](#adding-new-document-views), use the `admin.components.views.Edit[key]` property in your [Collection Config](../collections/overview) or [Global Config](../globals/overview):
```ts
import type { SanitizedCollectionConfig } from 'payload'
| **`generateEmailHTML`** | Allows for overriding the HTML within emails that are sent to users indicating how to validate their account. [More details](#generateEmailHTML). |
| **`generateEmailSubject`** | Allows for overriding the subject of the email that is sent to users indicating how to validate their account. [More details](#generateEmailSubject). |
| **`generateEmailHTML`** | Allows for overriding the HTML within emails that are sent to users indicating how to validate their account. [More details](#generateemailhtml). |
| **`generateEmailSubject`** | Allows for overriding the subject of the email that is sent to users indicating how to validate their account. [More details](#generateemailsubject). |
#### generateEmailHTML
@@ -111,6 +111,7 @@ The following options are available:
| **`expiration`** | Configure how long password reset tokens remain valid, specified in milliseconds. |
| **`generateEmailHTML`** | Allows for overriding the HTML within emails that are sent to users attempting to reset their password. [More details](#generateEmailHTML). |
| **`generateEmailSubject`** | Allows for overriding the subject of the email that is sent to users attempting to reset their password. [More details](#generateEmailSubject). |
@@ -273,7 +273,7 @@ const result = await payload.verifyEmail({
If a user locks themselves out and you wish to deliberately unlock them, you can utilize the Unlock operation. The [Admin Panel](../admin/overview) features an Unlock control automatically for all collections that feature max login attempts, but you can programmatically unlock users as well by using the Unlock operation.
To restrict who is allowed to unlock users, you can utilize the [`unlock`](../access-control/overview#unlock) access control function.
To restrict who is allowed to unlock users, you can utilize the [`unlock`](../access-control/collections#unlock) access control function.
@@ -22,7 +22,7 @@ Here are some common use cases of Authentication in your own applications:
When Authentication is enabled on a [Collection](../configuration/collections), Payload injects all necessary functionality to support the entire user flow. This includes all [auth-related operations](./operations) like account creation, logging in and out, and resetting passwords, all [auth-related emails](./email) like email verification and password reset, as well as any necessary UI to manage users from the Admin Panel.
To enable Authentication on a Collection, use the `auth` property in the [Collection Config](../configuration/collection#auth):
To enable Authentication on a Collection, use the `auth` property in the [Collection Config](../configuration/collections#config-options):
@@ -28,7 +28,7 @@ Your Payload Cloud project comes with a MongoDB serverless Atlas DB instance or
Payload Cloud gives you S3 file storage backed by Cloudflare as a CDN, and this plugin extends Payload so that all of your media will be stored in S3 rather than locally.
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.
AWS Cognito is used for authentication to your S3 bucket. The[Payload Cloud Plugin](https://github.com/payloadcms/payload/tree/main/packages/payload-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
@@ -98,7 +98,7 @@ From there, you are ready to make updates to your project. When you are ready to
Projects generated from a template will come pre-configured with the official Cloud Plugin, but if you are using your own repository you will need to add this into your project. To do so, add the plugin to your Payload Config:
`yarn add @payloadcms/payload-cloud`
`pnpm add @payloadcms/payload-cloud`
```js
import { payloadCloudPlugin } from '@payloadcms/payload-cloud'
For a more complex example, see the [Public Demo](https://github.com/payloadcms/public-demo) source code on GitHub, or the [Templates](https://github.com/payloadcms/payload/tree/main/templates) and [Examples](https://github.com/payloadcms/payload/tree/main/examples) directories in the Payload repository.
For more complex examples, see the [Templates](https://github.com/payloadcms/payload/tree/main/templates) and [Examples](https://github.com/payloadcms/payload/tree/main/examples) directories in the Payload repository.
Globals are in many ways similar to [Collections](../configuration/collections), except they correspond to only a single Document. You can define as many Globals as your application needs. Each Global Document is stored in the [Database](../database/overview) based on the [Fields](../fields/overview) that you define, and automatically generates a [Local API](../local-api/overview), [REST API](../rest-api/overview), and [GraphQL API](../graphql/overview) used to manage your Documents.
Globals are in many ways similar to [Collections](../configuration/collections), except that they correspond to only a single Document. You can define as many Globals as your application needs. Each Global Document is stored in the [Database](../database/overview) based on the [Fields](../fields/overview) that you define, and automatically generates a [Local API](../local-api/overview), [REST API](../rest-api/overview), and [GraphQL API](../graphql/overview) used to manage your Documents.
Globals are the primary way to structure singletons in Payload, such as a header navigation, site-wide banner alerts, or app-wide localized strings. Each Global can have its own unique [Access Control](../access-control/overview), [Hooks](../hooks/overview), [Admin Options](#admin-options), and more.
For a more complex example, see the [Public Demo](https://github.com/payloadcms/public-demo) source code on GitHub, or the [Templates](https://github.com/payloadcms/payload/tree/main/templates) and [Examples](https://github.com/payloadcms/payload/tree/main/examples) directories in the Payload repository.
For more complex examples, see the [Templates](https://github.com/payloadcms/payload/tree/main/templates) and [Examples](https://github.com/payloadcms/payload/tree/main/examples) directories in the Payload repository.
The [Admin Panel](../admin/overview) is translated in over [30 languages and counting](https://github.com/payloadcms/payload/tree/main/packages/translations). With I18n, editors can navigate the interface and read API error messages in their preferred language. This is similar to [Localization](./localization), but instead of managing translations for the data itself, you are managing translations for your application's interface.
By default, Payload comes with preinstalled with English, but you can easily load other languages into your own application. Languages are automatically detected based on the request. If no language was detected, or if the user's language is not yet supported by your application, English will be chosen.
By default, Payload comes preinstalled with English, but you can easily load other languages into your own application. Languages are automatically detected based on the request. If no language is detected, or if the user's language is not yet supported by your application, English will be chosen.
To configure I18n, use the `i18n` key in your [Payload Config](./overview):
For a more complex example, see the [Public Demo](https://github.com/payloadcms/public-demo) source code on GitHub, or the [Templates](https://github.com/payloadcms/payload/tree/main/templates) and [Examples](https://github.com/payloadcms/payload/tree/main/examples) directories in the Payload repository.
For more complex examples, see the [Templates](https://github.com/payloadcms/payload/tree/main/templates) and [Examples](https://github.com/payloadcms/payload/tree/main/examples) directories in the Payload repository.
| `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. |
| `collation` | Enable language-specific string comparison with customizable options. Available on MongoDB 3.4+. Defaults locale to "en". Example: `{ strength: 3 }`. For a full list of collation options and their definitions, see the [MongoDB documentation](https://www.mongodb.com/docs/manual/reference/collation/). |
| `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. |
| `collectionsSchemaOptions` | Customize Mongoose schema options for collections. |
| `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. |
| `collation` | Enable language-specific string comparison with customizable options. Available on MongoDB 3.4+. Defaults locale to "en". Example: `{ strength: 3 }`. For a full list of collation options and their definitions, see the [MongoDB documentation](https://www.mongodb.com/docs/manual/reference/collation/). |
If when using `vercelPostgresAdapter` your `process.env.POSTGRES_URL` or `pool.connectionString` points to a local database (e.g hostname has `localhost` or `127.0.0.1`) we use the `pg` module for pooling instead of `@vercel/postgres`. This is because `@vercel/postgres` doesn't work with local databases, if you want to disable that behavior, you can pass `forceUseVercelPostgres: true` to adapter's 'args and follow [Vercel guide](https://vercel.com/docs/storage/vercel-postgres/local-development#option-2:-local-postgres-instance-with-docker) for a Docker Neon DB setup.
</Banner>
## Options
| Option | Description |
@@ -60,21 +65,33 @@ export default buildConfig({
| `schemaName` (experimental) | A string for the postgres schema to use, defaults to 'public'. |
| `idType` | A string of 'serial', or 'uuid' that is used for the data type given to id columns. |
| `transactionOptions` | A PgTransactionConfig object for transactions, or set to `false` to disable using transactions. [More details](https://orm.drizzle.team/docs/transactions) |
| `disableCreateDatabase` | Pass `true` to disale auto database creation if it doesn't exist. Defaults to `false`. |
| `disableCreateDatabase` | Pass `true` to disable auto database creation if it doesn't exist. Defaults to `false`. |
| `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'. |
| `beforeSchemaInit` | Drizzle schema hook. Runs before the schema is built. [More Details](#beforeschemainit) |
| `afterSchemaInit` | Drizzle schema hook. Runs after the schema is built. [More Details](#afterschemainit) |
| `generateSchemaOutputFile` | Override generated schema from `payload generate:db-schema` file path. Defaults to `{CWD}/src/payload-generated.schema.ts` |
## Access to Drizzle
After Payload is initialized, this adapter will expose the full power of Drizzle to you for use if you need it.
You can access Drizzle as follows:
To ensure type-safety, you need to generate Drizzle schema first with:
```sh
npx payload generate:db-schema
```
```text
payload.db.drizzle
Then, you can access Drizzle as follows:
```ts
import { posts } from './payload-generated-schema'
// To avoid installing Drizzle, you can import everything that drizzle has from our re-export path.
import { eq, sql, and } from '@payloadcms/db-postgres/drizzle'
// Drizzle's Select API https://orm.drizzle.team/docs/select
const result = await payload.db.drizzle.select().from(posts).where(and(eq(posts.id, 50), sql`lower(${posts.title}) = 'example post title'`))
```
## Tables, relations, and enums
@@ -109,7 +126,7 @@ Runs before the schema is built. You can use this hook to extend your database s
```ts
import { postgresAdapter } from '@payloadcms/db-postgres'
import { integer, pgTable, serial } from 'drizzle-orm/pg-core'
import { integer, pgTable, serial } from '@payloadcms/db-postgres/drizzle/pg-core'
postgresAdapter({
beforeSchemaInit: [
@@ -178,7 +195,7 @@ postgresAdapter({
})
```
Make sure Payload doesn't overlap table names with its collections. For example, if you already have a collection with slug "users", you should either change the slug or `dbName` to change the table name for this collection.
Make sure Payload doesn't overlap table names with its collections. For example, if you already have a collection with slug "users", you should either change the slug or `dbName` to change the table name for this collection.
### afterSchemaInit
@@ -189,7 +206,7 @@ The following example adds the `extra_integer_column` column and a composite ind
```ts
import { postgresAdapter } from '@payloadcms/db-postgres'
import { index, integer } from 'drizzle-orm/pg-core'
import { index, integer } from '@payloadcms/db-postgres/drizzle/pg-core'
import { buildConfig } from 'payload'
export default buildConfig({
@@ -231,3 +248,43 @@ export default buildConfig({
})
```
### Note for generated schema:
Columns and tables, added in schema hooks won't be added to the generated via `payload generate:db-schema` Drizzle schema.
If you want them to be there, you either have to edit this file manually or mutate the internal Payload "raw" SQL schema in the `beforeSchemaInit`:
```ts
import { postgresAdapter } from '@payloadcms/db-postgres'
postgresAdapter({
beforeSchemaInit: [
({ schema, adapter }) => {
// Add a new table
schema.rawTables.myTable = {
name: 'my_table',
columns: [{
name: 'my_id',
type: 'serial',
primaryKey: true
}],
}
// Add a new column to generated by Payload table:
schema.rawTables.posts.columns.customColumn = {
name: 'custom_column',
// Note that Payload SQL doesn't support everything that Drizzle does.
| `client` \* | [Client connection options](https://orm.drizzle.team/docs/get-started-sqlite#turso) that will be passed to `createClient` from `@libsql/client`. |
| `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. |
| `transactionOptions` | A SQLiteTransactionConfig object for transactions, or set to `false` to disable using transactions. [More details](https://orm.drizzle.team/docs/transactions) |
| `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'. |
| `beforeSchemaInit` | Drizzle schema hook. Runs before the schema is built. [More Details](#beforeschemainit) |
| `afterSchemaInit` | Drizzle schema hook. Runs after the schema is built. [More Details](#afterschemainit) |
| `client` \* | [Client connection options](https://orm.drizzle.team/docs/get-started-sqlite#turso) that will be passed to `createClient` from `@libsql/client`. |
| `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. |
| `idType` | A string of 'number', or 'uuid' that is used for the data type given to id columns. |
| `transactionOptions` | A SQLiteTransactionConfig object for transactions, or set to `false` to disable using transactions. [More details](https://orm.drizzle.team/docs/transactions) |
| `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'. |
| `beforeSchemaInit` | Drizzle schema hook. Runs before the schema is built. [More Details](#beforeschemainit) |
| `afterSchemaInit` | Drizzle schema hook. Runs after the schema is built. [More Details](#afterschemainit) |
| `generateSchemaOutputFile` | Override generated schema from `payload generate:db-schema` file path. Defaults to `{CWD}/src/payload-generated.schema.ts` |
## Access to Drizzle
After Payload is initialized, this adapter will expose the full power of Drizzle to you for use if you need it.
You can access Drizzle as follows:
To ensure type-safety, you need to generate Drizzle schema first with:
```sh
npx payload generate:db-schema
```
```text
payload.db.drizzle
Then, you can access Drizzle as follows:
```ts
// Import table from the generated file
import { posts } from './payload-generated-schema'
// To avoid installing Drizzle, you can import everything that drizzle has from our re-export path.
import { eq, sql, and } from '@payloadcms/db-sqlite/drizzle'
@@ -16,6 +16,12 @@ By default, Payload will use transactions for all data changing operations, as l
MongoDB requires a connection to a replicaset in order to make use of transactions.
</Banner>
<Banner type="info">
<strong>Note:</strong>
<br />
Transactions in SQLite are disabled by default. You need to pass `transactionOptions: {}` to enable them.
</Banner>
The initial request made to Payload will begin a new transaction and attach it to the `req.transactionID`. If you have a `hook` that interacts with the database, you can opt in to using the same transaction by passing the `req` in the arguments. For example:
keywords: example, examples, starter, boilerplate, template, templates
---
Payload provides a vast array of examples to help you get started with your project no matter what you are working on. These examples are designed to be easy to get up and running, and to be easy to understand. They showcase nothing more than the specific features being demonstrated so you can easily decipher what is going on.
Examples are changing every day, so be sure to check back often to see what new examples have been added. If you have a specific example you would like to see, please feel free to start a new [Discussion](https://github.com/payloadcms/payload/discussions) or open a new [PR](https://github.com/payloadcms/payload/pulls) to add it yourself.
Payload provides a vast array of examples to help you get started with your project no matter what you are working on. These examples are designed to be easy to get up and running, and to be easy to understand. They showcase nothing more than the specific features being demonstrated so you can easily decipher precisely what is going on.
When necessary, some examples include a front-end. Examples that require a front-end share this folder structure:
```plaintext
example/
├── payload/
├── next-app/
├── next-pages/
├── react-router/
├── vue/
├── svelte/
```
Where `payload` is your Payload project, and the other directories are dedicated to their respective front-end framework. We are adding new examples every day, so if your framework of choice is not yet supported in any particular example, please feel free to start a new [Discussion](https://github.com/payloadcms/payload/discussions) or open a new [PR](https://github.com/payloadcms/payload/pulls) to add it yourself.
We are adding new examples every day, so if your particular use case is not demonstrated in any existing example, please feel free to start a new [Discussion](https://github.com/payloadcms/payload/discussions) or open a new [PR](https://github.com/payloadcms/payload/pulls) to add it yourself.
| **`name`** \* | To be used as the property name when retrieved from the database. [More](/docs/fields/overview#field-names) |
| **`collection`** \* | The `slug`s having the relationship field. |
| **`on`** \* | The name of the relationship or upload field that relates to the collection document. Use dot notation for nested paths, like 'myGroup.relationName'. |
| **`where`** \* | A `Where` query to hide related documents from appearing. Will be merged with any `where` specified in the request. |
| **`on`** \* | The name of the relationship or upload field that relates to the collection document. Use dot notation for nested paths, like 'myGroup.relationName'. |
| **`where`** | A `Where` query to hide related documents from appearing. Will be merged with any `where` specified in the request. |
| **`maxDepth`** | Default is 1, 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. |
| **`hooks`** | Provide Field Hooks to control logic for this field. [More details](../hooks/fields). |
@@ -61,6 +61,7 @@ export const MyRelationshipField: Field = {
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`typescriptSchema`** | Override field type generation with providing a JSON schema |
| **`virtual`** | Provide `true` to disable field in the database. See [Virtual Fields](https://payloadcms.com/blog/learn-how-virtual-fields-can-help-solve-common-cms-challenges) |
| **`graphQL`** | Custom graphQL configuration for the field. [More details](/docs/graphql/overview#field-complexity) |
_\* An asterisk denotes that a property is required._
The Rich Text Field is a powerful way to allow editors to write dynamic content. The content is saved as JSON in the database and can be converted into any format, including HTML, that you need.
The Rich Text Field lets editors write and format dynamic content in a familiar interface.
The content is saved as JSON in the database and can be converted to HTML or any other format needed.
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 Payload rich text editor.
Instead, you can invest your time and effort into learning the underlying open-source tools that will allow
| **`editor`** | Override the rich text editor specified in your base configuration for this field. |
| **`editor`** | Customize or override the rich text editor. [More details](/docs/rich-text/overview). |
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`typescriptSchema`** | Override field type generation with providing a JSON schema |
| **`virtual`** | Provide `true` to disable field in the database. See [Virtual Fields](https://payloadcms.com/blog/learn-how-virtual-fields-can-help-solve-common-cms-challenges) |
@@ -79,4 +68,5 @@ The Rich Text Field inherits all of the default options from the base [Field Adm
## 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/lexical/overview) 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 the [rich text editor documentation](/docs/rich-text/overview).
@@ -68,11 +68,12 @@ export const MyTextareaField: Field = {
The Textarea Field inherits all of the default options from the base [Field Admin Config](../admin/fields#admin-options), plus the following additional options:
@@ -68,6 +68,7 @@ export const MyUploadField: Field = {
| **`custom`** | Extension point for adding custom data (e.g. for plugins) |
| **`typescriptSchema`** | Override field type generation with providing a JSON schema |
| **`virtual`** | Provide `true` to disable field in the database. See [Virtual Fields](https://payloadcms.com/blog/learn-how-virtual-fields-can-help-solve-common-cms-challenges) |
| **`graphQL`** | Custom graphQL configuration for the field. [More details](/docs/graphql/overview#field-complexity) |
_\* An asterisk denotes that a property is required._
@@ -108,7 +109,7 @@ called with an argument object with the following properties:
| `id` | The `id` of the current document being edited. `id` is `undefined` during the `create` operation |
| `user` | An object containing the currently authenticated user |
@@ -34,7 +34,7 @@ Hooks allow you to execute your own side effects during specific events of the D
## Authentication
Payload provides a secure, portable way to manage user accounts out of the box. Payload Authentication is designed to be used in both the Admin Panel, all well as your own external applications. [More details](../authentication/overview).
Payload provides a secure, portable way to manage user accounts out of the box. Payload Authentication is designed to be used in both the Admin Panel, as well as your own external applications. [More details](../authentication/overview).
## Access Control
@@ -151,7 +151,7 @@ Whereas Payload itself is responsible for direct database access, and control ov
`@payloadcms/graphql`
All of Payload's GraphQL functionality is abstracted into a separate package. Payload, its Admin UI, and REST API have absolutely no overlap with GraphQL, and you will incur no performance overhead from GraphQL if you are not using it. However, it's installed within in the `@payloadcms/next` package so you don't have to install it manually. You do, however, need to have GraphQL installed separately in your `package.json` if you are using GraphQL.
All of Payload's GraphQL functionality is abstracted into a separate package. Payload, its Admin UI, and REST API have absolutely no overlap with GraphQL, and you will incur no performance overhead from GraphQL if you are not using it. However, it's installed within the `@payloadcms/next` package so you don't have to install it manually. You do, however, need to have GraphQL installed separately in your `package.json` if you are using GraphQL.
Swap out `pnpm` for your package manager. If you are using NPM, you might need to install using legacy peer deps: `npm i --legacy-peer-deps`.
Swap out `pnpm` for your package manager. If you are using npm, you might need to install using legacy peer deps: `npm i --legacy-peer-deps`.
</Banner>
Next, install a [Database Adapter](/docs/database/overview). Payload requires a Database Adapter to establish a database connection. Payload works with all types of databases, but the most common are MongoDB and Postgres.
@@ -181,6 +181,6 @@ Once you have a Payload Config, update your `tsconfig` to include a `path` that
#### 5. Fire it up!
After you've gotten this far, it's time to boot up Payload. Start your project in your application's folder to get going. By default, the Next.js dev script is `pnpm dev` (or `npm run dev` if using NPM).
After you've reached this point, it's time to boot up Payload. Start your project in your application's folder to get going. By default, the Next.js dev script is `pnpm dev` (or `npm run dev` if using npm).
After it starts, you can go to `http://localhost:3000/admin` to create your first Payload user!
No matter what you're building, Payload will give you backend superpowers. It can be installed in one line into any existing Next.js app, and is designed to catapult your development process. Payload takes the most complex and time-consuming parts of any modern web app and makes them simple.
No matter what you're building, Payload will give you backend superpowers. Your entire Payload config can be installed in one line into any existing Next.js app, and is designed to catapult your development process. Payload takes the most complex and time-consuming parts of any modern web app and makes them simple.
### Open source - deploy anywhere, including Vercel
The above example outputs all your definitions to a file relative from your payload config as `./graphql/schema.graphql`. By default, the file will be output to your current working directory as `schema.graphql`.
### Adding an NPM script
### Adding an npm script
<Banner type="warning">
<strong>Important</strong>
@@ -72,7 +72,7 @@ The above example outputs all your definitions to a file relative from your payl
Payload will automatically try and locate your config, but might not always be able to find it. For example, if you are working in a `/src` directory or similar, you need to tell Payload where to find your config manually by using an environment variable.
If this applies to you, create an NPM script to make generating types easier:
If this applies to you, create an npm script to make generating types easier:
@@ -23,6 +23,7 @@ At the top of your Payload Config you can define all the options to manage Graph
| `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. |
| `validationRules` | A function that takes the ExecutionArgs and returns an array of ValidationRules. |
## Collections
@@ -124,6 +125,55 @@ You can even log in using the `login[collection-singular-label-here]` mutation t
see a ton of detail about how GraphQL operates within Payload.
</Banner>
## Custom Validation Rules
You can add custom validation rules to your GraphQL API by defining a `validationRules` function in your Payload Config. This function should return an array of [Validation Rules](https://graphql.org/graphql-js/validation/#validation-rules) that will be applied to all incoming queries and mutations.
```ts
import { GraphQL } from '@payloadcms/graphql/types'
if (node.name.value === '__schema' || node.name.value === '__type') {
context.reportError(
new GraphQL.GraphQLError(
'GraphQL introspection is not allowed, but the query contained __schema or __type',
{ nodes: [node] }
)
);
}
}
}
})
```
## Query complexity limits
Payload comes with a built-in query complexity limiter to prevent bad people from trying to slow down your server by running massive queries. To learn more, [click here](/docs/production/preventing-abuse#limiting-graphql-complexity).
## Field complexity
You can define custom complexity for `relationship`, `upload` and `join` type fields. This is useful if you want to assign a higher complexity to a field that is more expensive to resolve. This can help prevent users from running queries that are too complex.
The default TypeScript interface for `context` is `{ [key: string]: unknown }`. If you prefer a more strict typing in your project or when authoring plugins for others, you can override this using the `declare` syntax.
This is known as "type augmentation", a TypeScript feature which allows us to add types to existing objects. Simply put this in any `.ts` or `.d.ts` file:
This is known as "type augmentation", a TypeScript feature which allows us to add types to existing types. Simply put this in any `.ts` or `.d.ts` file:
```ts
import { RequestContext as OriginalRequestContext } from 'payload'
@@ -37,7 +37,7 @@ Root Hooks are not associated with any specific Collection, Global, or Field. Th
To add Root Hooks, use the `hooks` property in your [Payload Config](/docs/configuration/config):
```ts
import { buildConfig } from 'payload'
import { buildConfig } from 'payload'
export default buildConfig({
// ...
@@ -60,7 +60,7 @@ The following options are available:
The `afterError` Hook is triggered when an error occurs in the Payload application. This can be useful for logging errors to a third-party service, sending an email to the development team, logging the error to Sentry or DataDog, etc. The output can be used to transform the result object / status code.
You may run into the need to perform computationally expensive functions which might slow down your main Payload API server(s). The Jobs Queue allows you to offload these tasks a separate compute resource rather than slowing down the server(s) that run your Payload APIs. With Payload Task definitions, you can even keep large dependencies out of your main Next.js bundle by dynamically importing them only when they are used. This keeps your Next.js + Payload compilation fast and ensures large dependencies do not get bundled into your Payload production build.
You may run into the need to perform computationally expensive functions which might slow down your main Payload API server(s). The Jobs Queue allows you to offload these tasks to a separate compute resource rather than slowing down the server(s) that run your Payload APIs. With Payload Task definitions, you can even keep large dependencies out of your main Next.js bundle by dynamically importing them only when they are used. This keeps your Next.js + Payload compilation fast and ensures large dependencies do not get bundled into your Payload production build.
| `slug` | Define a slug-based name for this job. This slug needs to be unique among both tasks and workflows.|
| `handler` | The function that should be responsible for running the job. You can either pass a string-based path to the job function file, or the job function itself. If you are using large dependencies within your job, you might prefer to pass the string path because that will avoid bundling large dependencies in your Next.js app. |
| `handler` | The function that should be responsible for running the job. You can either pass a string-based path to the job function file, or the job function itself. If you are using large dependencies within your job, you might prefer to pass the string path because that will avoid bundling large dependencies in your Next.js app. Passing a string path is an advanced feature that may require a sophisticated build pipeline in order to work. |
| `inputSchema` | Define the input field schema - payload will generate a type for this schema. |
| `interfaceName` | You can use interfaceName to change the name of the interface that is generated for this task. By default, this is "Task" + the capitalized task slug. |
| `outputSchema` | Define the output field schema - payload will generate a type for this schema. |
| `label` | Define a human-friendly label for this task. |
| `onFail` | Function to be executed if the task fails. |
| `onSuccess` | Function to be executed if the task succeeds. |
| `retries` | Specify the number of times that this step should be retried if it fails. |
| `retries` | Specify the number of times that this step should be retried if it fails. If this is undefined, the task will either inherit the retries from the workflow or have no retries. If this is 0, the task will not be retried. By default, this is undefined. |
The logic for the Task is defined in the `handler` - which can be defined as a function, or a path to a function. The `handler` will run once a worker picks picks up a Job that includes this task.
@@ -93,6 +93,8 @@ export default buildConfig({
In addition to defining handlers as functions directly provided to your Payload config, you can also pass an _absolute path_ to where the handler is defined. If your task has large dependencies, and you are planning on executing your jobs in a separate process that has access to the filesystem, this could be a handy way to make sure that your Payload + Next.js app remains quick to compile and has minimal dependencies.
Keep in mind that this is an advanced feature that may require a sophisticated build pipeline, especially when using it in production or within Next.js, e.g. by calling opening the `/api/payload-jobs/run` endpoint. You will have to transpile the handler files separately and ensure they are available in the same location when the job is run. If you're using an endpoint to execute your jobs, it's recommended to define your handlers as functions directly in your Payload Config, or use import paths handlers outside of Next.js.
In general, this is an advanced use case. Here's how this would look:
By default, if a task has passed previously and a workflow is re-run, the task will not be re-run. Instead, the output from the previous task run will be returned. This is to prevent unnecessary re-runs of tasks that have already passed.
You can configure this behavior through the `retries.shouldRestore` property. This property accepts a boolean or a function.
If `shouldRestore` is set to true, the task will only be re-run if it previously failed. This is the default behavior.
If `shouldRestore` this is set to false, the task will be re-run even if it previously succeeded, ignoring the maximum number of retries.
If `shouldRestore` is a function, the return value of the function will determine whether the task should be re-run. This can be used for more complex restore logic, e.g you may want to re-run a task up to X amount of times and then restore it for consecutive runs, or only re-run a task if the input has changed.
Example:
```ts
export default buildConfig({
// ...
jobs: {
tasks: [
{
slug: 'myTask',
retries: {
shouldRestore: false,
}
// ...
} as TaskConfig<'myTask'>,
]
}
})
```
Example - determine whether a task should be restored based on the input data:
| `slug` | Define a slug-based name for this workflow. This slug needs to be unique among both tasks and workflows.|
| `handler` | The function that should be responsible for running the workflow. You can either pass a string-based path to the workflow function file, or workflow job function itself. If you are using large dependencies within your workflow, you might prefer to pass the string path because that will avoid bundling large dependencies in your Next.js app. |
| `handler` | The function that should be responsible for running the workflow. You can either pass a string-based path to the workflow function file, or workflow job function itself. If you are using large dependencies within your workflow, you might prefer to pass the string path because that will avoid bundling large dependencies in your Next.js app. Passing a string path is an advanced feature that may require a sophisticated build pipeline in order to work. |
| `inputSchema` | Define the input field schema - payload will generate a type for this schema. |
| `interfaceName` | You can use interfaceName to change the name of the interface that is generated for this workflow. By default, this is "Workflow" + the capitalized workflow slug. |
| `label` | Define a human-friendly label for this workflow. |
| `queue` | Optionally, define the queue name that this workflow should be tied to. Defaults to "default". |
| `retries` | You can define `retries` on the workflow level, which will enforce that the workflow can only fail up to that number of retries. If a task does not have retries specified, it will inherit the retry count as specified on the workflow. You can specify `0` as `workflow` retries, which will disregard all `task` retry specifications and fail the entire workflow on any task failure. You can leave `workflow` retries as undefined, in which case, the workflow will respect what each task dictates as their own retry count. By default this is undefined, meaning workflows retries are defined by their tasks |
One of Payload's goals is to build the best rich text editor experience that we possibly can. We want to combine the beauty and polish of the Medium editing experience with the strength and features of the Notion editor - all in one place.
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.
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:
1. A "/" menu, which allows editors to easily add new elements while never leaving their keyboard
1. A "hover" toolbar that pops up if you select text
1. It supports Payload blocks natively, directly within your rich text editor
1. Custom elements, called "features", are much easier to build in Lexical vs. Slate
To use the Lexical editor, first you need to install it:
```
npm install @payloadcms/richtext-lexical
```
Once you have it installed, you can pass it to your top-level Payload Config as follows:
```ts
import { buildConfig } from 'payload'
import { lexicalEditor } from '@payloadcms/richtext-lexical'
export default buildConfig({
collections: [
// your collections here
],
// Pass the Lexical editor to the root config
editor: lexicalEditor({}),
})
```
You can also override Lexical settings on a field-by-field basis as follows:
```ts
import type { CollectionConfig } from 'payload'
import { lexicalEditor } from '@payloadcms/richtext-lexical'
export const Pages: CollectionConfig = {
slug: 'pages',
fields: [
{
name: 'content',
type: 'richText',
// 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'
| **`defaultFeatures`** | This opinionated array contains all "recommended" default features. You can see which features are included in the default features in the table below. |
| **`rootFeatures`** | This array contains all features that are enabled in the root richText editor (the one defined in the payload.config.ts). If this field is the root richText editor, or if the root richText editor is not a lexical editor, this array will be empty. |
## 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 |
| **`InlineToolbarFeature`** | Yes | The inline toolbar is the floating toolbar which appears when you select text. This toolbar only contains actions relevant for selected text |
| **`FixedToolbarFeature`** | No | This classic toolbar is pinned to the top and always visible. Both inline and fixed toolbars can be enabled at the same time. |
| **`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 |
| **`EXPERIMENTAL_TableFeature`** | No | Adds support for tables. This feature may be removed or receive breaking changes in the future - even within a stable lexical release, without needing a major release. |
Notice how even the toolbars are features? That's how extensible our lexical editor is - you could theoretically create your own toolbar if you wanted to!
## Creating your own, custom Feature
You can find more information about creating your own feature in our [building custom feature docs](/docs/lexical/building-custom-features).
## TypeScript
Every single piece of saved data is 100% fully-typed within lexical. It provides a type for every single node, which can be imported from `@payloadcms/richtext-lexical` - each type is prefixed with `Serialized`, e.g. `SerializedUploadNode`.
In order to fully type the entire editor JSON, you can use our `TypedEditorState` helper type, which accepts a union of all possible node types as a generic. The reason we do not provide a type which already contains all possible node types is because the possible node types depend on which features you have enabled in your editor. Here is an example:
```ts
import type {
SerializedAutoLinkNode,
SerializedBlockNode,
SerializedHorizontalRuleNode,
SerializedLinkNode,
SerializedListItemNode,
SerializedListNode,
SerializedParagraphNode,
SerializedQuoteNode,
SerializedRelationshipNode,
SerializedTextNode,
SerializedUploadNode,
TypedEditorState,
SerializedHeadingNode,
} from '@payloadcms/richtext-lexical'
const editorState: TypedEditorState<
| SerializedAutoLinkNode
| SerializedBlockNode
| SerializedHorizontalRuleNode
| SerializedLinkNode
| SerializedListItemNode
| SerializedListNode
| SerializedParagraphNode
| SerializedQuoteNode
| SerializedRelationshipNode
| SerializedTextNode
| SerializedUploadNode
| SerializedHeadingNode
> = {
root: {
type: 'root',
direction: 'ltr',
format: '',
indent: 0,
version: 1,
children: [
{
children: [
{
detail: 0,
format: 0,
mode: 'normal',
style: '',
text: 'Some text. Every property here is fully-typed',
type: 'text',
version: 1,
},
],
direction: 'ltr',
format: '',
indent: 0,
type: 'paragraph',
textFormat: 0,
version: 1,
},
],
},
}
```
Alternatively, you can use the `DefaultTypedEditorState` type, which includes all types for all nodes included in the `defaultFeatures`:
```ts
import type {
DefaultTypedEditorState
} from '@payloadcms/richtext-lexical'
const editorState: DefaultTypedEditorState = {
root: {
type: 'root',
direction: 'ltr',
format: '',
indent: 0,
version: 1,
children: [
{
children: [
{
detail: 0,
format: 0,
mode: 'normal',
style: '',
text: 'Some text. Every property here is fully-typed',
type: 'text',
version: 1,
},
],
direction: 'ltr',
format: '',
indent: 0,
type: 'paragraph',
textFormat: 0,
version: 1,
},
],
},
}
```
Just like `TypedEditorState`, the `DefaultTypedEditorState` also accepts an optional node type union as a generic. Here, this would **add** the specified node types to the default ones. Example: `DefaultTypedEditorState<SerializedBlockNode | YourCustomSerializedNode>`.
This is a type-safe representation of the editor state. Looking at the auto-suggestions of `type` it will show you all the possible node types you can use.
Make sure to only use types exported from `@payloadcms/richtext-lexical`, not from the lexical core packages. We only have control over types we export and can guarantee that those are correct, even though lexical core may export types with identical names.
### Automatic type generation
Lexical does not generate the accurate type definitions for your richText fields for you yet - this will be improved in the future. Currently, it only outputs the rough shape of the editor JSON which you can enhance using type assertions.
@@ -52,7 +52,7 @@ _\* An asterisk denotes that a property is required._
### URL
The `url` property is a string that points to your front-end application. This value is used as the `src` attribute of the iframe rendering your front-end. Once loaded, the Admin Panel will communicate directly with your app through `window.postMessage` events.
The `url` property resolves to a string that points to your front-end application. This value is used as the `src` attribute of the iframe rendering your front-end. Once loaded, the Admin Panel will communicate directly with your app through `window.postMessage` events.
To set the URL, use the `admin.livePreview.url` property in your [Payload Config](../configuration/overview):
@@ -105,8 +105,16 @@ The following arguments are provided to the `url` function:
| **`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). |
| **`collectionConfig`** | The Collection Admin Config of the Document being edited. [More details](../admin/collections). |
| **`globalConfig`** | The Global Admin Config of the Document being edited. [More details](../admin/globals). |
| **`req`** | The Payload Request object. |
If your application requires a fully qualified URL, such as within deploying to Vercel Preview Deployments, you can use the `req` property to build this URL:
@@ -10,6 +10,8 @@ keywords: local api, config, configuration, documentation, Content Management Sy
Payload 3.0 completely replatforms the Admin Panel from a React Router single-page application onto the Next.js App Router with full support for React Server Components. This change completely separates Payload "core" from its rendering and HTTP layers, making it truly Node-safe and portable.
If you are upgrading from a _previous beta_, please see the [Upgrade From Previous Beta](#upgrade-from-previous-beta) section.
## What has changed?
The core logic and principles of Payload remain the same from 2.0 to 3.0, with the majority of changes affecting specifically the HTTP layer and the Admin Panel, which is now built upon Next.js. With this change, your entire application can be served within a single repo, with Payload endpoints are now opened within your own Next.js application, directly alongside your frontend. Payload is still headless, you will still be able to leverage it completely headlessly just as you do now with Sveltekit, etc. All Payload APIs remain exactly the same (with a few new features), and the Payload Config is generally the same, with the breaking changes detailed below.
@@ -26,6 +28,7 @@ All breaking changes are listed below. If you encounter changes that are not exp
- [Types](#types)
- [Email Adapters](#email-adapters)
- [Plugins](#plugins)
- [Upgrade From Previous Beta](#upgrade-from-previous-beta)
## Installation
@@ -37,7 +40,7 @@ Payload 3.0 requires a set of auto-generated files that you will need to bring i
For more details, see the [Documentation](https://payloadcms.com/docs/getting-started/installation).
1. **Install new dependencies of payload, next.js and react**:
1. **Install new dependencies of Payload, Next.js and React**:
Refer to the package.json file made in the create-payload-app, including peerDependencies, devDependencies, and dependencies. The core package and plugins require all versions to be synced. Previously, on 2.x it was possible to be running the latest version of payload 2.x with an older version of db-mongodb for example. This is no longer the case.
@@ -66,7 +69,14 @@ For more details, see the [Documentation](https://payloadcms.com/docs/getting-st
1. For Payload Cloud users, the plugin has changed.
1. Database Adapter Migrations
_If you have existing data_ and are using the MongoDB or Postgres adapters, you will need to run the database migrations to ensure your database schema is up-to-date.
2. For Payload Cloud users, the plugin has changed.
Uninstall the old package:
@@ -94,7 +104,7 @@ For more details, see the [Documentation](https://payloadcms.com/docs/getting-st
})
```
1. **Optional** sharp dependency
3. **Optional** sharp dependency
If you have upload enabled collections that use `formatOptions`, `imageSizes`, or `resizeOptions`—payload expects to have `sharp` installed. In 2.0 this was a dependency was installed for you. Now it is only installed if needed. If you have any of these options set, you will need to install `sharp` and add it to your payload.config.ts:
@@ -111,10 +121,6 @@ For more details, see the [Documentation](https://payloadcms.com/docs/getting-st
})
```
1. Database Adapter Migrations
If you have existing data and are using the MongoDB or Postgres adapters, you will need to run the database migrations to ensure your database schema is up-to-date. Follow the instructions from the release notes for [postgres](https://github.com/payloadcms/payload/releases/edit/v3.0.0-beta.39) or [mongodb](https://github.com/payloadcms/payload/releases/edit/v3.0.0-beta.131) depending on your chosen adapter.
## Breaking Changes
1. Delete the `admin.bundler` property from your Payload Config. Payload no longer bundles the Admin Panel. Instead, we rely directly on Next.js for bundling.
@@ -406,6 +412,7 @@ For more details, see the [Documentation](https://payloadcms.com/docs/getting-st
}
})
```
1. The `./src/public` directory is now located directly at root level `./public` [see Next.js docs for details](https://nextjs.org/docs/pages/building-your-application/optimizing/static-assets)
## Custom Components
@@ -656,8 +663,8 @@ For more details, see the [Documentation](https://payloadcms.com/docs/getting-st
+ edit: {
+ tab: {
+ isActive: ({ href }) => true,
+ href: ({ href }) => ''
+ Component: './path/to/CustomComponent.tsx', // Or use a Custom Component
+ href: ({ href }) => '' // or use a Custom Component (see below)
+ // Component: './path/to/CustomComponent.tsx'
+ }
+ },
},
@@ -979,7 +986,7 @@ export default buildConfig({
- If you have created a custom adapter, the type must now provide a `name` property.
If you have custom features for `@payloadcms/richtext-lexical` you will need to migrate your code to the new API. Read more about the new API in the [documentation](https://payloadcms.com/docs/lexical/building-custom-features).
## Upgrade from previous beta
Reference this [community-made site](https://payload-releases-filter.vercel.app/?version=3&from=152429656&to=188243150&sort=asc&breaking=on). Set your version, sort by oldest first, enable breaking changes only.
Then go through each one of the breaking changes and make the adjustments. You can optionally reference the [blank template](https://github.com/payloadcms/payload/tree/main/templates/blank) for how things should end up.
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()`.
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.ts`.
```
plugins: [
@@ -95,11 +95,11 @@ If you're using the plugin template, the dev folder is built out for you an
]
```
You can add to the `dev/payload.config` and build out the dev project as needed to test your plugin.
You can add to the `dev/payload.config.ts` and build out the dev project as needed to test your plugin.
When you're ready to start development, navigate into this folder with `cd dev`
And then start the project with `yarn dev` and pull up `http://localhost:3000` in your browser.
And then start the project with `pnpm dev` and pull up `http://localhost:3000` in your browser.
## Testing
@@ -112,7 +112,7 @@ Jest organizes tests into test suites and cases. We recommend creating tests bas
The plugin template provides a stubbed out test suite at `dev/plugin.spec.ts` which is ready to go - just add in your own test conditions and you're all set!
```
import payload from 'payload'
let payload: Payload
describe('Plugin tests', () => {
// Example test to check for seeded data
@@ -245,7 +245,7 @@ config.hooks = {
```
### Extending functions
Function properties cannot use spread syntax. The way to extend them is to execute the existing function if it exists and then run your additional functionality.
Function properties cannot use spread syntax. The way to extend them is to execute the existing function if it exists and then run your additional functionality.
Here is an example extending the `onInit` property:
@@ -285,11 +285,11 @@ For a better user experience, provide a way to disable the plugin without uninst
### 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)
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/use-cases-and-examples/building-and-testing/building-and-testing-nodejs)
### Publish your finished plugin to NPM
### 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/).
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/).
This plugin allows you to build and manage custom forms directly within the [Admin Panel](../admin/overview). 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.
@@ -33,7 +33,7 @@ Forms can be as simple or complex as you need, from a basic contact form, to a m
## Installation
Install the plugin using any JavaScript package manager like [Yarn](https://yarnpkg.com), [NPM](https://npmjs.com), or [PNPM](https://pnpm.io):
Install the plugin using any JavaScript package manager like [pnpm](https://pnpm.io), [npm](https://npmjs.com), or [Yarn](https://yarnpkg.com):
```bash
pnpm add @payloadcms/plugin-form-builder
@@ -72,7 +72,7 @@ The `fields` property is an object of field types to allow your admin editors to
```ts
// payload.config.ts
formBuilder({
formBuilderPlugin({
// ...
fields: {
text: true,
@@ -95,7 +95,7 @@ The `redirectRelationships` property is an array of collection slugs that, when
```ts
// payload.config.ts
formBuilder({
formBuilderPlugin({
// ...
redirectRelationships: ['pages'],
})
@@ -103,11 +103,11 @@ formBuilder({
### `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.
The `beforeEmail` property is a [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.
// modify the emails in any way before they are sent
@@ -142,7 +142,7 @@ Provide a fallback for the email address to send form submissions to. If the ema
```ts
// payload.config.ts
formBuilder({
formBuilderPlugin({
// ...
defaultToEmail: 'test@example.com',
})
@@ -160,7 +160,7 @@ Good to know: The form collection is publicly available to read by default. The
```ts
// payload.config.ts
formBuilder({
formBuilderPlugin({
// ...
formOverrides: {
slug: 'contact-forms',
@@ -196,7 +196,7 @@ Override anything on the `form-submissions` collection by sending a [Payload Col
```ts
// payload.config.ts
formBuilder({
formBuilderPlugin({
// ...
formSubmissionOverrides: {
slug: 'leads',
@@ -215,7 +215,7 @@ formBuilder({
### `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.
The `handlePayment` property is a [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.
| `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). |
| `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
@@ -120,7 +119,7 @@ You can also pass a function to dynamically set the `label` of your breadcrumb.
```ts
// payload.config.ts
nestedDocs({
nestedDocsPlugin({
//...
generateLabel: (_, doc) => doc.title, // NOTE: 'title' is a hypothetical field
})
@@ -141,7 +140,7 @@ that point, like `/about-us/company/our-team`.
```ts
// payload.config.ts
nestedDocs({
nestedDocsPlugin({
//...
generateURL: (docs) => docs.reduce((url, doc) => `${url}/${doc.slug}`, ''), // NOTE: 'slug' is a hypothetical field
Payload Plugins take full advantage of the modularity of the [Payload Config](../configuration/overview), allowing developers developers to easily inject custom—sometimes complex—functionality into Payload apps from a very small touch-point. This is especially useful is sharing your work across multiple projects or with the greater Payload community.
There are many [Official Plugins](#official-plugins) available that solve for some of the most common uses cases, such as the [Form Builder Plugin](./seo) or [SEO Plugin](./seo). There are also [Community Plugins](#community-plugins) available, maintained entirely by contributing members. To extend Payload's functionality in some other way, you can easily [build your own plugin](./build-your-own).
There are many [Official Plugins](#official-plugins) available that solve for some of the most common uses cases, such as the [Form Builder Plugin](./form-builder) or [SEO Plugin](./seo). There are also [Community Plugins](#community-plugins) available, maintained entirely by contributing members. To extend Payload's functionality in some other way, you can easily [build your own plugin](./build-your-own).
To configure Plugins, use the `plugins` property in your [Payload Config](../configuration/overview):
@@ -68,7 +68,7 @@ Plugins are changing every day, so be sure to check back often to see what new p
Community Plugins are those that are maintained entirely by outside contributors. They are a great way to share your work across the ecosystem for others to use. You can discover Community Plugins by browsing the `payload-plugin` topic on [GitHub](https://github.com/topics/payload-plugin).
Some plugins have become so widely used that they are adopted as an [Official Plugin](#official-plugin), such as the [Lexical Plugin](https://github.com/AlessioGr/payload-plugin-lexical). If you have a plugin that you think should be an Official Plugin, please feel free to start a new [Discussion](https://github.com/payloadcms/payload/discussions).
Some plugins have become so widely used that they are adopted as an [Official Plugin](#official-plugins), such as the [Lexical Plugin](https://github.com/AlessioGr/payload-plugin-lexical). If you have a plugin that you think should be an Official Plugin, please feel free to start a new [Discussion](https://github.com/payloadcms/payload/discussions).
<Banner type="warning">
For maintainers building plugins for others to use, please add the `payload-plugin` topic on [GitHub](https://github.com/topics/payload-plugin) to help others find it.
This plugin allows you to easily manage redirects for your application from within your [Admin Panel](../admin/overview). 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.
@@ -29,7 +29,7 @@ For example, if you have a page at `/about` and you want to change it to `/about
## Installation
Install the plugin using any JavaScript package manager like [Yarn](https://yarnpkg.com), [NPM](https://npmjs.com), or [PNPM](https://pnpm.io):
Install the plugin using any JavaScript package manager like [pnpm](https://pnpm.io), [npm](https://npmjs.com), or [Yarn](https://yarnpkg.com):
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.
@@ -33,10 +33,11 @@ This plugin is a great way to implement a fast, immersive search experience such
- 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
- Allows you to reindex search results by collection on demand
## Installation
Install the plugin using any JavaScript package manager like [Yarn](https://yarnpkg.com), [NPM](https://npmjs.com), or [PNPM](https://pnpm.io):
Install the plugin using any JavaScript package manager like [pnpm](https://pnpm.io), [npm](https://npmjs.com), or [Yarn](https://yarnpkg.com):
```bash
pnpm add @payloadcms/plugin-search
@@ -81,7 +82,7 @@ export default config
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.
### `localize`
#### `localize`
By default, the search plugin will add `localization: true` to the `title` field of the newly added `search` collection if you have localization enabled. If you would like to disable this behavior, you can set this to `false`.
@@ -134,7 +135,7 @@ Note that the `fields` property is a function that receives an object with a `de
#### `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.
Before creating or updating a search record, the `beforeSync` function runs. This is an [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
@@ -159,6 +160,14 @@ When `syncDrafts` is true, draft documents will be synced to search. This is fal
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.
#### `reindexBatchSize`
A number that, when specified, will be used as the value to determine how many search documents to fetch for reindexing at a time in each batch. If not set, this will default to `50`.
### Collection reindexing
Collection reindexing allows you to recreate search documents from your search-enabled collections on demand. This is useful if you have existing documents that don't already have search indexes, commonly when adding `plugin-search` to an existing project. To get started, navigate to your search collection and click the pill in the top right actions slot of the list view labelled `Reindex`. This will open a popup with options to select one of your search-enabled collections, or all, for reindexing.
This plugin allows you to easily manage SEO metadata for your application from within your [Admin Panel](../admin/overview). When enabled on your [Collections](../configuration/collections) and [Globals](../configuration/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.
@@ -34,7 +34,7 @@ To help you visualize what your page might look like in a search engine, a previ
## Installation
Install the plugin using any JavaScript package manager like [Yarn](https://yarnpkg.com), [NPM](https://npmjs.com), or [PNPM](https://pnpm.io):
Install the plugin using any JavaScript package manager like [pnpm](https://pnpm.io), [npm](https://npmjs.com), or [Yarn](https://yarnpkg.com):
```bash
pnpm add @payloadcms/plugin-seo
@@ -171,7 +171,7 @@ A function that allows you to return any meta description, including from docume
}
```
For a full list of arguments, see the [`generateTitle`](#generateTitle) function.
For a full list of arguments, see the [`generateTitle`](#generatetitle) function.
##### `generateImage`
@@ -187,7 +187,7 @@ A function that allows you to return any meta image, including from document's c
}
```
For a full list of arguments, see the [`generateTitle`](#generateTitle) function.
For a full list of arguments, see the [`generateTitle`](#generatetitle) function.
##### `generateURL`
@@ -204,7 +204,7 @@ A function called by the search preview component to display the actual URL of y
}
```
For a full list of arguments, see the [`generateTitle`](#generateTitle) function.
For a full list of arguments, see the [`generateTitle`](#generatetitle) function.
#### `interfaceName`
@@ -277,7 +277,7 @@ Tip: You can override the length rules by changing the minLength and maxLength p
All types can be directly imported:
```ts
import {
import type {
PluginConfig,
GenerateTitle,
GenerateDescription
@@ -288,9 +288,9 @@ import {
You can then pass the collections from your generated Payload types into the generation types, for example:
```ts
import { Page } from './payload-types.ts';
import type { Page } from './payload-types.ts';
import { GenerateTitle } from '@payloadcms/plugin-seo/types';
import type { GenerateTitle } from '@payloadcms/plugin-seo/types';
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](../access-control). Use this plugin to completely offload billing to Stripe and retain full control over your application's data.
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](../access-control/overview). 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.
@@ -36,7 +36,7 @@ The beauty of this plugin is the entirety of your application's content and busi
## Installation
Install the plugin using any JavaScript package manager like [Yarn](https://yarnpkg.com), [NPM](https://npmjs.com), or [PNPM](https://pnpm.io):
Install the plugin using any JavaScript package manager like [pnpm](https://pnpm.io), [npm](https://npmjs.com), or [Yarn](https://yarnpkg.com):
@@ -19,7 +19,9 @@ Each of these APIs share the same underlying querying language, and fully suppor
To query your Documents, you can send any number of [Operators](#operators) through your request:
```ts
const query = {
import type { Where } from 'payload'
const query: Where = {
color: {
equals: 'blue',
},
@@ -67,7 +69,9 @@ In addition to defining simple queries, you can join multiple queries together u
To join queries, use the `and` or `or` keys in your query object:
```ts
const query = {
import type { Where } from 'payload'
const query: Where = {
or: [ // highlight-line
{
color: {
@@ -99,7 +103,9 @@ Written in plain English, if the above query were passed to a `find` operation,
When working with nested properties, which can happen when using relational fields, it is possible to use the dot notation to access the nested property. For example, when working with a `Song` collection that has a `artists` field which is related to an `Artists` collection using the `name: 'artists'`. You can access a property within the collection `Artists` like so:
```js
const query = {
import type { Where } from 'payload'
const query: Where = {
'artists.featured': {
// nested property name to filter on
exists: true, // operator to use and boolean value that needs to be true
@@ -116,7 +122,9 @@ Writing queries in Payload is simple and consistent across all APIs, with only m
The [Local API](../local-api/overview) supports the `find` operation that accepts a raw query object:
```ts
const getPosts = async () => {
import type { Payload } from 'payload'
const getPosts = async (payload: Payload) => {
const posts = await payload.find({
collection: 'posts',
where: {
@@ -157,19 +165,20 @@ For this reason, we recommend to use the extremely helpful and ubiquitous [`qs-e
```ts
import { stringify } from 'qs-esm'
import type { Where } from 'payload'
const query = {
const query: Where = {
color: {
equals: 'mint',
},
// This query could be much more complex
// and QS would handle it beautifully
// and qs-esm would handle it beautifully
}
const getPosts = async () => {
const stringifiedQuery = stringify(
{
where: query, // ensure that `qs` adds the `where` property, too!
where: query, // ensure that `qs-esm` adds the `where` property, too!
@@ -501,7 +501,7 @@ Globals cannot be created or deleted, so there are only two REST endpoints opene
## Preferences
In addition to the dynamically generated endpoints above Payload also has REST endpoints to manage the admin user [preferences](/docs/admin/overview#preferences) for data specific to the authenticated user.
In addition to the dynamically generated endpoints above Payload also has REST endpoints to manage the admin user [preferences](/docs/admin/preferences) for data specific to the authenticated user.
This allows you to add i18n translations scoped to your feature. This specific example translation will be available under `lexical:myFeature:label` - `myFeature` being your feature key.
The Server Feature, just like the Client Feature, allows you to add markdown transformers. Markdown transformers on the server are used when [converting the editor from or to markdown](/docs/lexical/converters#markdown-lexical).
The Server Feature, just like the Client Feature, allows you to add markdown transformers. Markdown transformers on the server are used when [converting the editor from or to markdown](/docs/rich-text/converters#markdown-lexical).
```ts
import { createServerFeature } from '@payloadcms/richtext-lexical';
Explore the APIs available through ClientFeature to add the specific functionality you need. Remember, do not import directly from `'@payloadcms/richtext-lexical'` when working on the client-side, as it will cause errors with webpack or turbopack. Instead, use `'@payloadcms/richtext-lexical/client'` for all client-side imports. Type-imports are excluded from this rule and can always be imported.
### Nodes
### Nodes#client-feature-nodes
Add nodes to the `nodes` array in **both** your client & server feature. On the server side, nodes are utilized for backend operations like HTML conversion in a headless editor. On the client side, these nodes are integral to how content is displayed and managed in the editor, influencing how they are rendered, behave, and saved in the database.
| **`keywords`** | Keywords are used to match the item for different texts typed after the '/'. E.g. you might want to show a horizontal rule item if you type both /hr, /separator, /horizontal etc. In addition to the keywords, the label and key will be used to find the right slash menu item. |
The Client Feature, just like the Server Feature, allows you to add markdown transformers. Markdown transformers on the client are used to create new nodes when a certain markdown pattern is typed in the editor.
Lexical saves data in JSON - this is great for storage and flexibility and allows you to easily to convert it to other formats like JSX, HTML or Markdown.
## Lexical => JSX
If your frontend uses React, converting Lexical to JSX is the recommended way to render rich text content. Import the `RichText` component from `@payloadcms/richtext-lexical/react` and pass the Lexical content to it:
```tsx
import React from 'react'
import { RichText } from '@payloadcms/richtext-lexical/react'
import { SerializedEditorState } from '@payloadcms/richtext-lexical/lexical'
The `RichText` component includes built-in serializers for common Lexical nodes but allows customization through the `converters` prop.
In our website template [you have an example](https://github.com/payloadcms/payload/blob/main/templates/website/src/components/RichText/index.tsx) of how to use `converters` to render custom blocks.
<Banner type="default">
The JSX converter expects the input data to be fully populated. When fetching data, ensure the `depth` setting is high enough, to ensure that lexical nodes such as uploads are populated.
</Banner>
### Converting Lexical Blocks to JSX
In order to convert lexical blocks or inline blocks to JSX, you will have to pass the converter for your block to the RichText component. This converter is not included by default, as Payload doesn't know how to render your custom blocks.
```tsx
import React from 'react'
import {
type JSXConvertersFunction,
RichText,
} from '@payloadcms/richtext-lexical/react'
import type { SerializedEditorState } from '@payloadcms/richtext-lexical/lexical'
data={lexicalData.lexicalWithBlocks as SerializedEditorState}
/>
)
}
```
## Lexical => HTML
Lexical saves data in JSON, but can also generate its HTML representation via two main methods:
If you don't have a React-based frontend, or if you need to send the content to a third-party service, you can convert lexical to HTML. There are two ways to do this:
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.
In both cases, the conversion needs to happen on a server, as the HTML converter will automatically fetch data for nodes that require it (e.g. uploads and internal links). The editor comes with built-in HTML serializers, simplifying the process of converting JSON to HTML.
desc: Rich Text within Payload is extremely powerful. We've combined the beauty of the Medium editor with the power of the Notion editor all in one place.
The Payload editor is based on Lexical, Meta's richtext editor. The previous default editor was
based on Slate and is still supported. You can read [its documentation](/docs/rich-text/slate),
or the optional [migration guide](/docs/rich-text/migration) to migrate from Slate to Lexical (recommended).
These editors are built on an "adapter pattern" which means that you will need to install the editor you'd like to use. Take a look at the docs for the editor you'd like to use for instructions on how to install it.
</Banner>
The big TL;DR here is that Slate is what we have used in the past, and we still support it for existing projects, but if you're building something new and you're feeling adventurous, you should give Lexical a shot. Slate has a lot of good stuff, but Lexical has lots more.
One of Payload's goals is to build the best rich text editor experience that we possibly can. We want to combine the beauty and polish of the Medium editing experience with the strength and features of the Notion editor - all in one place.
No matter which editor you use, you have to install it at the top-level on the `config.editor` property, which will then cascade throughout all of your rich text fields and be used accordingly. Additionally, you also have the option to override the editor on a field-by-field basis if you'd like.
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.
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:
1. A "/" menu, which allows editors to easily add new elements while never leaving their keyboard
1. A "hover" toolbar that pops up if you select text
1. It supports Payload blocks natively, directly within your rich text editor
1. Custom elements, called "features", are much easier to build in Lexical vs. Slate
To use the Lexical editor, first you need to install it:
```
npm install @payloadcms/richtext-lexical
```
Once you have it installed, you can pass it to your top-level Payload Config as follows:
```ts
import { buildConfig } from 'payload'
import { lexicalEditor } from '@payloadcms/richtext-lexical'
export default buildConfig({
collections: [
// your collections here
],
// Pass the Lexical editor to the root config
editor: lexicalEditor({}),
})
```
You can also override Lexical settings on a field-by-field basis as follows:
```ts
import type { CollectionConfig } from 'payload'
import { lexicalEditor } from '@payloadcms/richtext-lexical'
export const Pages: CollectionConfig = {
slug: 'pages',
fields: [
{
name: 'content',
type: 'richText',
// 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'
| **`defaultFeatures`** | This opinionated array contains all "recommended" default features. You can see which features are included in the default features in the table below. |
| **`rootFeatures`** | This array contains all features that are enabled in the root richText editor (the one defined in the payload.config.ts). If this field is the root richText editor, or if the root richText editor is not a lexical editor, this array will be empty. |
## 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 |
| **`InlineToolbarFeature`** | Yes | The inline toolbar is the floating toolbar which appears when you select text. This toolbar only contains actions relevant for selected text |
| **`FixedToolbarFeature`** | No | This classic toolbar is pinned to the top and always visible. Both inline and fixed toolbars can be enabled at the same time. |
| **`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 |
| **`EXPERIMENTAL_TableFeature`** | No | Adds support for tables. This feature may be removed or receive breaking changes in the future - even within a stable lexical release, without needing a major release. |
Notice how even the toolbars are features? That's how extensible our lexical editor is - you could theoretically create your own toolbar if you wanted to!
## Creating your own, custom Feature
You can find more information about creating your own feature in our [building custom feature docs](/docs/rich-text/building-custom-features).
## TypeScript
Every single piece of saved data is 100% fully-typed within lexical. It provides a type for every single node, which can be imported from `@payloadcms/richtext-lexical` - each type is prefixed with `Serialized`, e.g. `SerializedUploadNode`.
In order to fully type the entire editor JSON, you can use our `TypedEditorState` helper type, which accepts a union of all possible node types as a generic. The reason we do not provide a type which already contains all possible node types is because the possible node types depend on which features you have enabled in your editor. Here is an example:
```ts
import type {
SerializedAutoLinkNode,
SerializedBlockNode,
SerializedHorizontalRuleNode,
SerializedLinkNode,
SerializedListItemNode,
SerializedListNode,
SerializedParagraphNode,
SerializedQuoteNode,
SerializedRelationshipNode,
SerializedTextNode,
SerializedUploadNode,
TypedEditorState,
SerializedHeadingNode,
} from '@payloadcms/richtext-lexical'
const editorState: TypedEditorState<
| SerializedAutoLinkNode
| SerializedBlockNode
| SerializedHorizontalRuleNode
| SerializedLinkNode
| SerializedListItemNode
| SerializedListNode
| SerializedParagraphNode
| SerializedQuoteNode
| SerializedRelationshipNode
| SerializedTextNode
| SerializedUploadNode
| SerializedHeadingNode
> = {
root: {
type: 'root',
direction: 'ltr',
format: '',
indent: 0,
version: 1,
children: [
{
children: [
{
detail: 0,
format: 0,
mode: 'normal',
style: '',
text: 'Some text. Every property here is fully-typed',
type: 'text',
version: 1,
},
],
direction: 'ltr',
format: '',
indent: 0,
type: 'paragraph',
textFormat: 0,
version: 1,
},
],
},
}
```
Alternatively, you can use the `DefaultTypedEditorState` type, which includes all types for all nodes included in the `defaultFeatures`:
```ts
import type {
DefaultTypedEditorState
} from '@payloadcms/richtext-lexical'
const editorState: DefaultTypedEditorState = {
root: {
type: 'root',
direction: 'ltr',
format: '',
indent: 0,
version: 1,
children: [
{
children: [
{
detail: 0,
format: 0,
mode: 'normal',
style: '',
text: 'Some text. Every property here is fully-typed',
type: 'text',
version: 1,
},
],
direction: 'ltr',
format: '',
indent: 0,
type: 'paragraph',
textFormat: 0,
version: 1,
},
],
},
}
```
Just like `TypedEditorState`, the `DefaultTypedEditorState` also accepts an optional node type union as a generic. Here, this would **add** the specified node types to the default ones. Example: `DefaultTypedEditorState<SerializedBlockNode | YourCustomSerializedNode>`.
This is a type-safe representation of the editor state. Looking at the auto-suggestions of `type` it will show you all the possible node types you can use.
Make sure to only use types exported from `@payloadcms/richtext-lexical`, not from the lexical core packages. We only have control over types we export and can guarantee that those are correct, even though lexical core may export types with identical names.
### Automatic type generation
Lexical does not generate the accurate type definitions for your richText fields for you yet - this will be improved in the future. Currently, it only outputs the rough shape of the editor JSON which you can enhance using type assertions.
Now that your types have been generated, payloads local API will now be typed. It is common for users to want to use this in their frontend code, we recommend generating them with Payload and then copying the file over to your frontend codebase. This is the simplest way to get your types into your frontend codebase.
### Adding an NPM script
### Adding an npm script
<Banner type="warning">
<strong>Important</strong>
@@ -221,9 +221,9 @@ Now that your types have been generated, payloads local API will now be typed. I
Payload needs to be able to find your config to generate your types.
</Banner>
Payload will automatically try and locate your config, but might not always be able to find it. For example, if you are working in a `/src` directory or similar, you need to tell Payload where to find your config manually by using an environment variable. If this applies to you, you can create an NPM script to make generating your types easier.
Payload will automatically try and locate your config, but might not always be able to find it. For example, if you are working in a `/src` directory or similar, you need to tell Payload where to find your config manually by using an environment variable. If this applies to you, you can create an npm script to make generating your types easier.
To add an NPM script to generate your types and show Payload where to find your config, open your `package.json` and update the `scripts` property to the following:
To add an npm script to generate your types and show Payload where to find your config, open your `package.json` and update the `scripts` property to the following:
```
{
@@ -233,4 +233,4 @@ To add an NPM script to generate your types and show Payload where to find your
}
```
Now you can run `yarn generate:types` to easily generate your types.
Now you can run `pnpm generate:types` to easily generate your types.
- Configure the `collections` object to specify which collections should use the Vercel Blob adapter. The slug _must_ match one of your existing collection slugs.
- Ensure you have `BLOB_READ_WRITE_TOKEN` set in your Vercel environment variables. This is usually set by Vercel automatically after adding blob storage to your project.
- Configure the `collections` object to specify which collections should use the S3 Storage adapter. The slug _must_ match one of your existing collection slugs.
- The `config` object can be any [`S3ClientConfig`](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/client/s3) object (from [`@aws-sdk/client-s3`](https://github.com/aws/aws-sdk-js-v3)). _This is highly dependent on your AWS setup_. Check the AWS documentation for more information.
See the the [AWS SDK Package](https://github.com/aws/aws-sdk-js-v3) and [`S3ClientConfig`](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/client/s3) object for guidance on AWS S3 configuration.
- Configure the `collections` object to specify which collections should use the Azure Blob adapter. The slug _must_ match one of your existing collection slugs.
- When enabled, this package will automatically set `disableLocalStorage` to `true` for each collection.
- Configure the `collections` object to specify which collections should use the Google Cloud Storage adapter. The slug _must_ match one of your existing collection slugs.
- When enabled, this package will automatically set `disableLocalStorage` to `true` for each collection.
- Configure the `collections` object to specify which collections should use uploadthing. The slug _must_ match one of your existing collection slugs and be an `upload` type.
- Get a token from Uploadthing and set it as `token` in the `options` object.
If you need to create a custom storage adapter, you can use the [`@payloadcms/plugin-cloud-storage`](https://www.npmjs.com/package/@payloadcms/plugin-cloud-storage) package. This package is used internally by the storage adapters mentioned above.
### Installation
### Installation#custom-installation
`pnpm add @payloadcms/plugin-cloud-storage`
### Usage
### Usage#custom-usage
Reference any of the existing storage adapters for guidance on how this should be structured. Create an adapter following the `GeneratedAdapter` interface. Then, pass the adapter to the `cloudStorage` plugin.
This [Payload Auth Example](https://github.com/payloadcms/payload/tree/main/examples/auth) demonstrates how to implement [Payload Authentication](https://payloadcms.com/docs/authentication/overview) into all types of applications. Follow the [Quick Start](#quick-start) to get up and running quickly.
**IMPORTANT—This example includes a fully integrated Next.js App Router front-end that runs on the same server as Payload.** If you are working on an application running on an entirely separate server, there are various fully working, separately running front-ends made explicitly for this example, including:
- [Next.js App Router](../next-app)
- [Next.js Pages Router](../next-pages)
Those applications run directly alongside this one. Follow the instructions in each respective README to get started. If you are setting up authentication for another front-end, please consider contributing to this repo with your own example!
To learn more about this, [check out how Payload can be used in its various headless capacities](https://payloadcms.com/blog/the-ultimate-guide-to-using-nextjs-with-payload).
## Quick Start
To spin up this example locally, follow these steps:
To spin up this example locally, follow the steps below:
1. Clone this repo
1. `cd` into this directory and run `pnpm i --ignore-workspace`\*, `yarn`, or `npm install`
1. Navigate into the project directory and install dependencies using your preferred package manager:
> \*If you are running using pnpm within the Payload Monorepo, the `--ignore-workspace` flag is needed so that pnpm generates a lockfile in this example's directory despite the fact that one exists in root.
- `pnpm i --ignore-workspace`\*, `yarn`, or `npm install`
1. `cp .env.example .env` to copy the example environment variables
> \*NOTE: The --ignore-workspace flag is needed if you are running this example within the Payload monorepo to avoid workspace conflicts.
> Adjust `PAYLOAD_PUBLIC_SITE_URL` in the `.env` if your front-end is running on a separate domain or port.
1. Start the server:
- Depending on your package manager, run `pnpm dev`, `yarn dev` or `npm run dev`
- When prompted, type `y` then `enter` to seed the database with sample data
1. Access the application:
- Open your browser and navigate to `http://localhost:3000` to access the homepage.
- Open `http://localhost:3000/admin` to access the admin panel.
1. Login:
1. `pnpm dev`, `yarn dev` or `npm run dev` to start the server
- Press `y` when prompted to seed the database
1. `open http://localhost:3000` to access the home page
1. `open http://localhost:3000/admin` to access the admin panel
- Login with email `demo@payloadcms.com` and password `demo`
That's it! Changes made in `./src` will be reflected in your app. See the [Development](#development) section for more details.
- Use the following credentials to log into the admin panel:
> `Email: demo@payloadcms.com` > `Password: demo`
## How it works
@@ -52,7 +44,7 @@ See the [Collections](https://payloadcms.com/docs/configuration/collections) doc
import config from '../../payload.config'
export default async function AccountPage({ searchParams }) {
const { permissions, user } = await payload.auth({ headers })
@@ -132,7 +124,3 @@ If you are using an integrated Next.js setup, the easiest way to deploy your Nex
## Questions
If you have any issues or questions, reach out to us on [Discord](https://discord.com/invite/payload) or start a [GitHub discussion](https://github.com/payloadcms/payload/discussions).
```
```
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