Commit Graph

2 Commits

Author SHA1 Message Date
Alessio Gravili
1c89291fac feat(richtext-lexical): utility render lexical field on-demand (#13657)
## Why this exists

Lexical in Payload is a React Server Component (RSC). Historically that
created three headaches:

1. You couldn’t render the editor directly from the client.
2. Features like blocks, tables, upload and link drawers require the
server to know the shape of nested sub‑fields at render time. If you
tried to render on demand, the server didn’t know those schemas.
3. The rich text field is designed to live inside a Form. For simple use
cases, setting up a full form just to manage editor state was
cumbersome.

## What’s new

We now ship a client component, `<RenderLexical />`, that renders a
Lexical editor **on demand** while still covering the full feature set.
On mount, it calls a server action to render the editor on the server
using the new `render-field` server action. That server render gives
Lexical everything it needs (including nested field schemas) and returns
a ready‑to‑hydrate editor.

## Example - Rendering in custom component within existing Form

```tsx
'use client'

import type { JSONFieldClientComponent } from 'payload'

import { buildEditorState, RenderLexical } from '@payloadcms/richtext-lexical/client'

import { lexicalFullyFeaturedSlug } from '../../slugs.js'

export const Component: JSONFieldClientComponent = (args) => {
  return (
    <div>
      Fully-Featured Component:
      <RenderLexical
        field={{ name: 'json' }}
        initialValue={buildEditorState({ text: 'defaultValue' })}
        schemaPath={`collection.${lexicalFullyFeaturedSlug}.richText`}
      />
    </div>
  )
}
```

## Example - Rendering outside of Form, manually managing richText
values

```ts
'use client'

import type { DefaultTypedEditorState } from '@payloadcms/richtext-lexical'
import type { JSONFieldClientComponent } from 'payload'

import { buildEditorState, RenderLexical } from '@payloadcms/richtext-lexical/client'
import React, { useState } from 'react'

import { lexicalFullyFeaturedSlug } from '../../slugs.js'

export const Component: JSONFieldClientComponent = (args) => {
  const [value, setValue] = useState<DefaultTypedEditorState | undefined>(() =>
    buildEditorState({ text: 'state default' }),
  )

  const handleReset = React.useCallback(() => {
    setValue(buildEditorState({ text: 'state default' }))
  }, [])

  return (
    <div>
      Default Component:
      <RenderLexical
        field={{ name: 'json' }}
        initialValue={buildEditorState({ text: 'defaultValue' })}
        schemaPath={`collection.${lexicalFullyFeaturedSlug}.richText`}
        setValue={setValue as any}
        value={value}
      />
      <button onClick={handleReset} style={{ marginTop: 8 }} type="button">
        Reset Editor State
      </button>
    </div>
  )
}
```

## How it works (under the hood)

- On first render, `<RenderLexical />` calls the server function
`render-field` (wired into @payloadcms/next), passing a schemaPath.
- The server loads the exact field config and its client schema map for
that path, renders the Lexical editor server‑side (so nested features
like blocks/tables/relationships are fully known), and returns the
component tree.
- While waiting, the client shows a small shimmer skeleton.
- Inside Forms, RenderLexical plugs into the parent form via useField;
outside Forms, you can fully control the value by passing
value/setValue.

## Type Improvements

While implementing the `buildEditorState` helper function for our test
suite, I noticed some issues with our `TypedEditorState` type:
- nodes were no longer narrowed by their node.type types
- upon fixing this issue, the type was no longer compatible with the
generated types. To address this, I had to weaken the generated type a
bit.

In order to ensure the type will keep functioning as intended from now
on, this PR also adds some type tests

---
- To see the specific tasks where the Asana app for GitHub is being
used, see below:
  - https://app.asana.com/0/0/1211110462564644
2025-09-18 15:01:12 -07:00
Germán Jabloñski
a66f90ebb6 chore: separate Lexical tests into dedicated suite (#12047)
Lexical tests comprise almost half of the collections in the fields
suite, and are starting to become complex to manage.

They are sometimes related to other auxiliary collections, so
refactoring one test sometimes breaks another, seemingly unrelated one.

In addition, the fields suite is very large, taking a long time to
compile. This will make it faster.

Some ideas for future refactorings:
- 3 main collections: defaultFeatures, fully featured, and legacy.
Legacy is the current one that has multiple editors and could later be
migrated to the first two.
- Avoid collections with more than 1 editor.
- Create reseed buttons to restore the editor to certain states, to
avoid a proliferation of collections and documents.
- Reduce the complexity of the three auxiliary collections (text, array,
upload), which are rarely or never used and have many fields designed
for tests in the fields suite.
2025-04-10 20:47:26 -03:00