Commit Graph

1272 Commits

Author SHA1 Message Date
Jacob Fletcher
3af546eeee feat: global beforeOperation hook (#13768)
Adds support for the `beforeOperation` hook on globals. Runs before all
other hooks to either modify the arguments that operations receive, or
perform side-effects before an operation begins.

```ts
import type { GlobalConfig } from 'payload'

const MyGlobal: GlobalConfig = {
  // ...
  hooks: {
    beforeOperation: []
  }
}
```

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2025-09-10 20:46:49 +00:00
Dallas Opelt
285fc8cf7e fix: presentational-field types incorrectly exposing hooks (#11514)
### What?

Presentational Fields such as
[Row](https://payloadcms.com/docs/fields/row) are described as only
effecting the admin panel. If they do not impact data, their types
should not include hooks in the fields config.

### Why?

Developers can currently assign hooks to these fields, expecting them to
work, when in reality they are not called.

### How?

Omit `hooks` from `FieldBase`

Fixes #11507

---------

Co-authored-by: German Jablonski <43938777+GermanJablo@users.noreply.github.com>
2025-09-10 18:05:59 +00:00
Patrik
e1ea07441e feat: adds disableListColumn and disableListFilter to imageSize admin props (#13699)
### What?

Added support for `disableListColumn` and `disableListFilter` admin
properties on imageSize configurations that automatically apply to all
fields within the corresponding size group.

### Why?

Upload collections with multiple image sizes can clutter the admin list
view with many size-specific columns and filters. This feature allows
developers to selectively hide size fields from list views while keeping
them accessible in the document edit view.

### How?

Modified `getBaseFields.ts` to inherit admin properties from imageSize
configuration and apply them to all nested fields (url, width, height,
mimeType, filesize, filename) within each size group. The implementation
uses conditional spread operators to only apply these properties when
explicitly set to `true`, maintaining backward compatibility.
2025-09-09 11:56:57 -04:00
Jacob Fletcher
d2d2df4408 perf(ui): opt-in to the select api in the list view (#13697)
Adds a new property to the config that enables the Select API in the
list view. This is a performance opt-in, where only the active columns
(and those specified in `forceSelect`) are queried. This can greatly
improve performance, especially for collections with large documents or
many fields.

To enable this, use the `admin.enableListViewSelectAPI` in your
Collection Config:

```ts
import type { CollectionConfig } from 'payload'

export const Posts: CollectionConfig = {
  // ...
  admin: {
    enableListViewSelectAPI: true // This will select only the active columns (and any `forceSelect` fields)
  }
}
```

Note: The `enableListViewSelectAPI` property is currently labeled as
experimental, as it will likely become the default behavior in v4 and be
deprecated. The reason it cannot be the default now is because cells or
other components may be relying on fully populated data, which will no
longer be the case when using `select`.

For example, if your component relies on a "title" field, this field
will _**not**_ exist if the column is **_inactive_**:

```ts
import type { CollectionConfig } from 'payload'

export const Posts: CollectionConfig = {
  // ...
  fields: [
    // ...
    {
      name: 'myField',
      type: 'text',
      hooks: {
        afterRead: [
          ({ doc }) => doc.title // `title` will only be populated if the column is active
        ]
      }
    }
  ]
}
```

There are other cases that might be affected by this change as well, for
example any components relying on the `data` object returned by the
`useListQuery()` hook:

```ts
'use client'

export const MyComponent = () => {
  const { data } = useListQuery() // `data.docs` will only contain fields that are selected
  
  // ...
}
```

To ensure title is always present, you will need to add that field to
the `forceSelect` property in your Collection Config:

```ts
import type { CollectionConfig } from 'payload'

export const Posts: CollectionConfig = {
  // ...
  forceSelect: {
    title: true
  }
}
```

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2025-09-08 16:38:00 -04:00
Ilham Saputrajati
27cfe775dd docs: missing comma in custom-strategies example (#13701)
Fix missing comma at custom-strategies example
2025-09-06 05:25:51 +00:00
Jarrod Flesch
f288cf6a8f feat(ui): adds admin.autoRefresh root config property (#13682)
Adds the `admin.autoRefresh` property to the root config. This allows
users to stay logged and have their token always refresh in the
background without being prompted with the "Stay Logged In?" modal.

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2025-09-05 17:05:18 -04:00
Alessio Gravili
6e203db33c feat(live-preview): client-side live preview: simplify population, support hooks and lexical block population (#13619)
Alternative solution to
https://github.com/payloadcms/payload/pull/11104. Big thanks to
@andershermansen and @GermanJablo for kickstarting work on a solution
and bringing this to our attention. This PR copies over the live-preview
test suite example from his PR.

Fixes https://github.com/payloadcms/payload/issues/5285,
https://github.com/payloadcms/payload/issues/6071 and
https://github.com/payloadcms/payload/issues/8277. Potentially fixes
#11801

This PR completely gets rid of our client-side live preview field
traversal + population and all logic related to it, and instead lets the
findByID endpoint handle it.

The data sent through the live preview message event is now passed to
findByID via the newly added `data` attribute. The findByID endpoint
will then use this data and run hooks on it (which run population),
instead of fetching the data from the database.

This new API basically behaves like a `/api/populate?data=` endpoint,
with the benefit that it runs all the hooks. Another use-case for it
will be rendering lexical data. Sometimes you may only have unpopulated
data available. This functionality allows you to then populate the
lexical portion of it on-the-fly, so that you can properly render it to
JSX while displaying images.

## Benefits
- a lot less code to maintain. No duplicative population logic
- much faster - one single API request instead of one request per
relationship to populate
- all payload features are now correctly supported (population and
hooks)
- since hooks are now running for client-side live preview, this means
the `lexicalHTML` field is now supported! This was a long-running issue
- this fixes a lot of population inconsistencies that we previously did
not know of. For example, it previously populated lexical and slate
relationships even if the data was saved in an incorrect format

## [Method Override
(POST)](https://payloadcms.com/docs/rest-api/overview#using-method-override-post)
change

The population request to the findByID endpoint is sent as a post
request, so that we can pass through the `data` without having to
squeeze it into the url params. To do that, it uses the
`X-Payload-HTTP-Method-Override` header.

Previously, this functionality still expected the data to be sent
through as URL search params - just passed to the body instead of the
URL. In this PR, I made it possible to pass it as JSON instead. This
means:

- the receiving endpoint will receive the data under `req.data` and is
not able to read it from the search params
- this means existing endpoints won't support this functionality unless
they also attempt to read from req.data.
- for the purpose of this PR, the findByID endpoint was modified to
support this behavior. This functionality is documented as it can be
useful for user-defined endpoints as well.

Passing data as json has the following benefits:

- it's more performant - no need to serialize and deserialize data to
search params via `qs-esm`. This is especially important here, as we are
passing large amounts of json data
- the current implementation was serializing the data incorrectly,
leading to incorrect data within nested lexical nodes

**Note for people passing their own live preview `requestHandler`:**
instead of sending a GET request to populate documents, you will now
need to send a POST request to the findByID endpoint and pass additional
headers. Additionally, you will need to send through the arguments as
JSON instead of search params and include `data` as an argument. Here is
the updated defaultRequestHandler for reference:

```ts
const defaultRequestHandler: CollectionPopulationRequestHandler = ({
  apiPath,
  data,
  endpoint,
  serverURL,
}) => {
  const url = `${serverURL}${apiPath}/${endpoint}`

  return fetch(url, {
    body: JSON.stringify(data),
    credentials: 'include',
    headers: {
      'Content-Type': 'application/json',
      'X-Payload-HTTP-Method-Override': 'GET',
    },
    method: 'POST',
  })
}
```

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2025-09-05 14:40:52 -04:00
Jessica Rynkar
0f6d748365 feat: adds new experimental.localizeStatus option (#13207)
### What?
Adds a new `experimental.localizeStatus` config option, set to `false`
by default. When `true`, the admin panel will display the document
status based on the *current locale* instead of the _latest_ overall
status. Also updates the edit view to only show a `changed` status when
`autosave` is enabled.

### Why?
Showing the status for the current locale is more accurate and useful in
multi-locale setups. This update will become default behavior, able to
be opted in by setting `experimental.localizeStatus: true` in the
Payload config. This option will become depreciated in V4.

### How?
When `localizeStatus` is `true`, we store the localized status in a new
`localeStatus` field group within version data. The admin panel then
reads from this field to display the correct status for the current
locale.

---------

Co-authored-by: Jarrod Flesch <jarrodmflesch@gmail.com>
2025-09-03 10:27:08 +01:00
German Jablonski
4e972c3fe2 docs(plugin-form-builder): add RadioField documentation (#13529)
### What?
Adds comprehensive documentation for the RadioField component in the
form builder plugin documentation.

### Why?
Addresses review feedback from #11908 noting that the RadioField was not
documented after being exported for end-user use.

### How?
- Added RadioField section with complete property documentation
- Added detailed Radio Options sub-section explaining option structure
- Updated Select field documentation for consistency (added missing
placeholder property and detailed options structure)
- Added radio field to configuration example to show all available
fields

Fixes the documentation gap identified in #11908 review comments.
2025-09-02 13:38:23 -04:00
Riley Langbein
fdab2712c0 feat(richtext-lexical): add options to hide block handles (#13647)
### What?

Currently the `DraggableBlockPlugin` and `AddBlockHandlePlugin`
components are automatically applied to every editor. For flexibility
purposes, we want to allow these to be optionally removed when needed.

### Why?

There are scenarios where you may want to enforce certain limitations on
an editor, such as only allowing a single line of text. The draggable
block element and add block button wouldn't play nicely with this
scenario.

Previously in order to do this, you needed to use custom css to hide the
elements, which still technically allows them to be accessible to the
end-user if they removed the CSS. This implementation ensures the
handlers are properly removed when not wanted.

### How?

Add `hideDraggableBlockElement` and `hideAddBlockButton` options to the
lexical `admin` property. When these are set to `true`, the
`DraggableBlockPlugin` and `AddBlockHandlePlugin` are not rendered to
the DOM.

Addresses #13636
2025-08-31 05:51:00 +00:00
Jacob Fletcher
0a18306599 feat: configurable toast notifications (#13609)
Follow up to #12119.

You can now configure the toast notifications used in the admin panel
through the Payload config:

```ts
import { buildConfig } from 'payload'

export default buildConfig({
  // ...
  admin: {
    // ...
    toast: {
      duration: 8000,
      limit: 1,
      // ...
    }
  }
})
```

_Note: the toast config is temporarily labeled as experimental to allow
for changes to the API, if necessary._

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2025-08-27 15:10:01 -04:00
Sean Zubrickas
ded8ec4117 docs: adds default populate video (#13586)
Uses the VideoDrawer block to link relevant YouTube video at the bottom of defaultPopulate section
2025-08-27 10:58:04 -07:00
Jarrod Flesch
6db07f0c03 feat(plugin-multi-tenant): allow custom tenant field per collection (#13553) 2025-08-27 13:31:20 -04:00
Sean Zubrickas
45c3be25b4 docs: blank-template-url-fix (#13580)
- encodes URL in Installation section so link renders properly
- Fixes #13403
2025-08-25 08:24:50 -07:00
Patrik
96074530b1 fix: server edit view components don't receive document id prop (#13526)
### What?

Make the document `id` available to server-rendered admin components
that expect it—specifically `EditMenuItems` and
`BeforeDocumentControls`—so `props.id` matches the official docs.

### Why?

The docs show examples using `props.id`, but the runtime `serverProps`
and TS types didn’t include it. This led to `undefined` at render time.

### How?

- Add id to ServerProps and set it in renderDocumentSlots from
req.routeParams.id.

Fixes #13420
2025-08-21 13:23:51 -04:00
Jarrod Flesch
5cf215d9cb feat(plugin-multi-tenant): visible tenant field on documents (#13379)
The goal of this PR is to show the selected tenant on the document level
instead of using the global selector to sync the state to the document.


Should merge https://github.com/payloadcms/payload/pull/13316 before
this one.

### Video of what this PR implements

**Would love feedback!**


https://github.com/user-attachments/assets/93ca3d2c-d479-4555-ab38-b77a5a9955e8
2025-08-21 13:15:24 -04:00
Gregor Billing
c7b9f0f563 fix(db-mongodb): disable join aggregations in DocumentDB compatibility mode (#13270)
### What?

The PR #12763 added significant improvements for third-party databases
that are compatible with the MongoDB API. While the original PR was
focused on Firestore, other databases like DocumentDB also benefit from
these compatibility features.

In particular, the aggregate JOIN strategy does not work on AWS
DocumentDB and thus needs to be disabled. The current PR aims to provide
this as a sensible default in the `compatibilityOptions` that are
provided by Payload out-of-the-box.

As a bonus, it also fixes a small typo from `compat(a)bility` to
`compat(i)bility`.

### Why?

Because our Payload instance, which is backed by AWS DocumentDB, crashes
upon trying to access any `join` field.

### How?

By adding the existing `useJoinAggregations` with value `false` to the
compatiblity layer. Individual developers can still choose to override
it in their own local config as needed.
2025-08-20 16:31:19 +00:00
Boyan Bratvanov
a840fc944b docs: fix typo in custom views (#13522)
A very small fix.
2025-08-20 13:40:57 +01:00
chenxi-debugger
379ef87d84 docs(db-mongodb): note on indexing localized fields & per-locale growth (#13469)
Closes #13464

Adds a note to the Indexes docs for localized fields:
- Indexing a `localized: true` field creates one index per locale path
(e.g. `slug.en`, `slug.da-dk`), which can grow index count on MongoDB.
- Recommends defining explicit indexes via collection-level `indexes`
for only the locale paths you actually query.
- Includes a concrete example (index `slug.en` only).

Docs-only change.

---------

Co-authored-by: German Jablonski <43938777+GermanJablo@users.noreply.github.com>
2025-08-19 12:45:38 +00:00
German Jablonski
f9bbca8bfe docs: clarify pagination and improve cross-referencing (#13503)
Fixes #13417

Builds on #13471

---------

Co-authored-by: chenxi-debugger <chenxi.debugger@gmail.com>
2025-08-18 16:55:52 +01:00
jacobsfletch
0b60bf2eff fix(ui): significantly more predictable autosave form state (#13460) 2025-08-14 19:36:02 -04:00
Sean Zubrickas
cdd90f91c8 docs: updates image paths to new screenshots (#13461)
Updates images paths for the following screenshots:

- auth-overview.jpg
- autosave-drafts.jpg
- autosave-v3.jpg
- uploads-overview.jpg
- versions-v3.jpg
2025-08-14 13:15:35 -04:00
Jarrod Flesch
995f96bc70 feat(plugin-multi-tenant): allow tenant field overrides (#13316)
Allows user to override more of the tenant field config. Now you can
override most of the field config with:

### At the root level
```ts
/**
 * Field configuration for the field added to all tenant enabled collections
 */
tenantField?: RootTenantFieldConfigOverrides
```

### At the collection level
Setting collection level overrides will replace the root level overrides
shown above.

```ts
collections: {
  [key in CollectionSlug]?: {
    // ... rest of the types
    /**
     * Overrides for the tenant field, will override the entire tenantField configuration
     */
    tenantFieldOverrides?: CollectionTenantFieldConfigOverrides
  }
}
```
2025-08-12 11:33:29 -04:00
Jacob Fletcher
1d81b0c6dd fix(ui): autosave hooks are not reflected in form state (#13416)
Fixes #10515. Needed for #12956.

Hooks run within autosave are not reflected in form state.

Similar to #10268, but for autosave events.

For example, if you are using a computed value, like this:

```ts
[
  // ...
  {
    name: 'title',
    type: 'text',
  },
  {
    name: 'computedTitle',
    type: 'text',
    hooks: {
      beforeChange: [({ data }) => data?.title],
    },
  },
]
```

In the example above, when an autosave event is triggered after changing
the `title` field, we expect the `computedTitle` field to match. But
although this takes place on the database level, the UI does not reflect
this change unless you refresh the page or navigate back and forth.

Here's an example:

Before:


https://github.com/user-attachments/assets/c8c68a78-9957-45a8-a710-84d954d15bcc

After:


https://github.com/user-attachments/assets/16cb87a5-83ca-4891-b01f-f5c4b0a34362

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2025-08-11 16:59:03 -04:00
German Jablonski
9c8f3202e4 fix(richtext-lexical, plugin-multi-tenant): text editor exposes documents from other tenants (#13229)
## What

Before this PR, an internal link in the Lexical editor could reference a
document from a different tenant than the active one.

Reproduction:
1. `pnpm dev plugin-multi-tenant`
2. Log in with `dev@payloadcms.com` and password `test`
3. Go to `http://localhost:3000/admin/collections/food-items` and switch
between the `Blue Dog` and `Steel Cat` tenants to see which food items
each tenant has.
4. Go to http://localhost:3000/admin/collections/food-items/create, and
in the new richtext field enter an internal link
5. In the relationship select menu, you will see the 6 food items at
once (3 of each of those tenants). In the relationship select menu, you
would previously see all 6 food items at once (3 from each of those
tenants). Now, you'll only see the 3 from the active tenant.

The new test verifies that this is fixed.

## How

`baseListFilter` is used, but now it's called `baseFilter` for obvious
reasons: it doesn't just filter the List View. Having two different
properties where the same function was supposed to be placed wasn't
feasible. `baseListFilter` is still supported for backwards
compatibility. It's used as a fallback if `baseFilter` isn't defined,
and it's documented as deprecated.

`baseFilter` is injected into `filterOptions` of the internal link field
in the Lexical Editor.
2025-08-07 11:24:15 -04:00
Alessio Gravili
e870be094e docs: add dependency troubleshooting docs (#13385)
Dependency mismanagement is the #1 cause of issues people have with
payload. This PR adds a details docs section explaining why those issues
occur and how to fix them.

**[👀 Click here for docs
preview](https://payloadcms.com/docs/dynamic/troubleshooting/troubleshooting?branch=docs/dependencies)**
2025-08-06 11:19:32 -04:00
Sasha
f432cc1956 feat(graphql): allow to pass count: true to a join query (#13351)
Fixes https://github.com/payloadcms/payload/issues/13077
2025-08-01 18:05:54 +03:00
Patrik
e7124f6176 fix(next): cannot filter trash (#13320)
### What?

- Updated `TrashView` to pass `trash: true` as a dedicated prop instead
of embedding it in the `query` object.
- Modified `renderListView` to correctly merge `trash` and `where`
queries by using both `queryFromArgs` and `queryFromReq`.
- Ensured filtering (via `where`) works correctly in the trash view.

### Why?

Previously, the `trash: true` flag was injected into the `query` object,
and `renderListView` only used `queryFromArgs`.
This caused the `where` clause from filters (added by the
`WhereBuilder`) to be overridden, breaking filtering in the trash view.

### How?

- Introduced an explicit `trash` prop in `renderListView` arguments.
- Updated `TrashView` to pass `trash: true` separately.
- Updated `renderListView` to apply the `trash` filter in addition to
any `where` conditions.
2025-07-29 14:29:04 -07:00
German Jablonski
08942494e3 fix: filters cookies with the payload- prefix in getExternalFile by default (#13215)
### What

- filters cookies with the `payload-` prefix in `getExternalFile` by
default (if `externalFileHeaderFilter` is not used).
- Document in `externalFileHeaderFilter`, that the user should handle
the removing of the payload cookie.

### Why

In the Payload application, the `getExternalFile` function sends the
user's cookies to an external server when fetching media, inadvertently
exposing the user's session to that third-party service.




```ts
const headers = uploadConfig.externalFileHeaderFilter
  ? uploadConfig.externalFileHeaderFilter(Object.fromEntries(new Headers(req.headers)))
  : { cookie: req.headers?.get('cookie') };

const res = await fetch(fileURL, {
  credentials: 'include',
  headers,
  method: 'GET',
});
```
Although the
[externalFileHeaderFilter](https://payloadcms.com/docs/upload/overview#collection-upload-options)
function can strip sensitive cookies from the request, the default
config includes the session cookie, violating the secure-by-default
principle.

### How

- If `externalFileHeaderFilter` is not defined, any cookie beginning
with `payload-` is filtered.
- Added 2 tests: both for the case where `externalFileHeaderFilter` is
defined and for the case where it is not.





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2025-07-29 16:21:50 -04:00
Alejandro Martinez
fc5944840e docs: remove asterisk from optional url property in live preview docs (#13108)
### What?

url option is not required for Link Preview, so I removed the asterisk.

### Why?

Here is the type definition

[Type Definition
Link](c6105f1e0d/packages/payload/src/config/types.ts (L159))
2025-07-29 14:16:19 -04:00
Aayush Rajagopalan
9e04dbb1ca docs: typo in vercel-content-link.mdx (#13170)
### Fixes:
'title,' -> 'title',
2025-07-29 18:07:15 +00:00
Sean Zubrickas
72954ce9f2 docs: fixes typo in ternary operator for live preview docs (#13163)
Fixes ternary operator in live preview docs.
2025-07-29 13:56:31 -04:00
Alessio Gravili
2e9ba10fb5 docs: remove obsolete scheduler property (#13278)
That property does not exist and was used in a previous, outdated
implementation of auto scheduling
2025-07-25 16:25:47 -07:00
Patrik
f63dc2a10c feat: adds trash support (soft deletes) (#12656)
### What?

This PR introduces complete trash (soft-delete) support. When a
collection is configured with `trash: true`, documents can now be
soft-deleted and restored via both the API and the admin panel.

```
import type { CollectionConfig } from 'payload'

const Posts: CollectionConfig = {
  slug: 'posts',
  trash: true, // <-- New collection config prop @default false
  fields: [
    {
      name: 'title',
      type: 'text',
    },
    // other fields...
  ],
}
```

### Why

Soft deletes allow developers and admins to safely remove documents
without losing data immediately. This enables workflows like reversible
deletions, trash views, and auditing—while preserving compatibility with
drafts, autosave, and version history.

### How?

#### Backend

- Adds new `trash: true` config option to collections.
- When enabled:
  - A `deletedAt` timestamp is conditionally injected into the schema.
- Soft deletion is performed by setting `deletedAt` instead of removing
the document from the database.
- Extends all relevant API operations (`find`, `findByID`, `update`,
`delete`, `versions`, etc.) to support a new `trash` param:
  - `trash: false` → excludes trashed documents (default)
  - `trash: true` → includes both trashed and non-trashed documents
- To query **only trashed** documents: use `trash: true` with a `where`
clause like `{ deletedAt: { exists: true } }`
- Enforces delete access control before allowing a soft delete via
update or updateByID.
- Disables version restoring on trashed documents (must be restored
first).

#### Admin Panel

- Adds a dedicated **Trash view**: `/collections/:collectionSlug/trash`
- Default delete action now soft-deletes documents when `trash: true` is
set.
- **Delete confirmation modal** includes a checkbox to permanently
delete instead.
- Trashed documents:
- Displays UI banner for better clarity of trashed document edit view vs
non-trashed document edit view
  - Render in a read-only edit view
  - Still allow access to **Preview**, **API**, and **Versions** tabs
- Updated Status component:
- Displays “Previously published” or “Previously a draft” for trashed
documents.
  - Disables status-changing actions when documents are in trash.
- Adds new **Restore** bulk action to clear the `deletedAt` timestamp.
- New `Restore` and `Permanently Delete` buttons for
single-trashed-document restore and permanent deletion.
- **Restore confirmation modal** includes a checkbox to restore as
`published`, defaults to `draft`.
- Adds **Empty Trash** and **Delete permanently** bulk actions.
  
#### Notes

- This feature is completely opt-in. Collections without trash: true
behave exactly as before.



https://github.com/user-attachments/assets/00b83f8a-0442-441e-a89e-d5dc1f49dd37
2025-07-25 09:08:22 -04:00
Jacob Fletcher
bccf6ab16f feat: group by (#13138)
Supports grouping documents by specific fields within the list view.

For example, imagine having a "posts" collection with a "categories"
field. To report on each specific category, you'd traditionally filter
for each category, one at a time. This can be quite inefficient,
especially with large datasets.

Now, you can interact with all categories simultaneously, grouped by
distinct values.

Here is a simple demonstration:


https://github.com/user-attachments/assets/0dcd19d2-e983-47e6-9ea2-cfdd2424d8b5

Enable on any collection by setting the `admin.groupBy` property:

```ts
import type { CollectionConfig } from 'payload'

const MyCollection: CollectionConfig = {
  // ...
  admin: {
    groupBy: true
  }
}
```

This is currently marked as beta to gather feedback while we reach full
stability, and to leave room for API changes and other modifications.
Use at your own risk.

Note: when using `groupBy`, bulk editing is done group-by-group. In the
future we may support cross-group bulk editing.

Dependent on #13102 (merged).

---
- To see the specific tasks where the Asana app for GitHub is being
used, see below:
  - https://app.asana.com/0/0/1210774523852467

---------

Co-authored-by: Paul Popus <paul@payloadcms.com>
2025-07-24 14:00:52 -04:00
Dan Ribbens
14322a71bb docs(plugin-import-export): document plugin-import-export (#13243)
Add documentation for @payloadcms/plugin-import-export.
2025-07-24 17:03:21 +00:00
Sasha
7ae4f8c709 docs: add status to forbidden field names when using Postgres and drafts are enabled (#13233)
Fixes https://github.com/payloadcms/payload/issues/13144
2025-07-24 16:29:53 +03:00
Elliot DeNolf
77f279e768 docs: remove payload cloud (#13240)
Remove Payload Cloud from docs
2025-07-22 13:12:20 -04:00
fgrsource
0eb8f75946 docs: fix typo, example was not valid JSON (#13224)
### What?
A comma is missing in the example code. This results in not valid JSON.

### Why?
I stumbled upon it, while setting up a Tenant-based Payload for the
first time.

### How?
Adding a comma results in valid JSON.

Fixes #
Added a comma. ;)
2025-07-21 15:18:40 +00:00
German Jablonski
d6e21adaf0 docs: shorten line length in code snippet comments to avoid horizontal scrolling (#13217)
prettier doesn't seem to cover that, and horizontal scrolling in the
browser is even more annoying than in the IDE.
Regex used in the search engine: `^[ \t]*\* `
2025-07-18 15:28:44 +01:00
Alessio Gravili
c08b2aea89 feat: scheduling jobs (#12863)
Adds a new `schedule` property to workflow and task configs that can be
used to have Payload automatically _queue_ jobs following a certain
_schedule_.

Docs:
https://payloadcms.com/docs/dynamic/jobs-queue/schedules?branch=feat/schedule-jobs

## API Example

```ts
export default buildConfig({
  // ...
  jobs: {
    // ...
    scheduler: 'manual', // Or `cron` if you're not using serverless. If `manual` is used, then user needs to set up running /api/payload-jobs/handleSchedules or payload.jobs.handleSchedules in regular intervals
    tasks: [
      {
        schedule: [
          {
            cron: '* * * * * *',
            queue: 'autorunSecond',
            // Hooks are optional
            hooks: {
              // Not an array, as providing and calling `defaultBeforeSchedule` would be more error-prone if this was an array
              beforeSchedule: async (args) => {
                // Handles verifying that there are no jobs already scheduled or processing.
                // You can override this behavior by not calling defaultBeforeSchedule, e.g. if you wanted
                // to allow a maximum of 3 scheduled jobs in the queue instead of 1, or add any additional conditions
                const result = await args.defaultBeforeSchedule(args)
                return {
                  ...result,
                  input: {
                    message: 'This task runs every second',
                  },
                }
              },
              afterSchedule: async (args) => {
                await args.defaultAfterSchedule(args) // Handles updating the payload-jobs-stats global
                args.req.payload.logger.info(
                  'EverySecond task scheduled: ' +
                  (args.status === 'success' ? args.job.id : 'skipped or failed to schedule'),
                )
              },
            },
          },
        ],
        slug: 'EverySecond',
        inputSchema: [
          {
            name: 'message',
            type: 'text',
            required: true,
          },
        ],
        handler: ({ input, req }) => {
          req.payload.logger.info(input.message)
          return {
            output: {},
          }
        },
      }
    ]
  }
})
```

---
- To see the specific tasks where the Asana app for GitHub is being
used, see below:
  - https://app.asana.com/0/0/1210495300843759
2025-07-18 06:48:27 -04:00
Sasha
a20b43624b feat: add findDistinct operation (#13102)
Adds a new operation findDistinct that can give you distinct values of a
field for a given collection
Example:
Assume you have a collection posts with multiple documents, and some of
them share the same title:
```js
// Example dataset (some titles appear multiple times)
[
  { title: 'title-1' },
  { title: 'title-2' },
  { title: 'title-1' },
  { title: 'title-3' },
  { title: 'title-2' },
  { title: 'title-4' },
  { title: 'title-5' },
  { title: 'title-6' },
  { title: 'title-7' },
  { title: 'title-8' },
  { title: 'title-9' },
]
```
You can now retrieve all unique title values using findDistinct:
```js
const result = await payload.findDistinct({
  collection: 'posts',
  field: 'title',
})

console.log(result.values)
// Output:
// [
//   'title-1',
//   'title-2',
//   'title-3',
//   'title-4',
//   'title-5',
//   'title-6',
//   'title-7',
//   'title-8',
//   'title-9'
// ]
```
You can also limit the number of distinct results:
```js
const limitedResult = await payload.findDistinct({
  collection: 'posts',
  field: 'title',
  sortOrder: 'desc',
  limit: 3,
})

console.log(limitedResult.values)
// Output:
// [
//   'title-1',
//   'title-2',
//   'title-3'
// ]
```

You can also pass a `where` query to filter the documents.
2025-07-16 17:18:14 -04:00
Elliott W
41cff6d436 fix(db-mongodb): improve compatibility with Firestore database (#12763)
### What?

Adds four more arguments to the `mongooseAdapter`:

```typescript
  useJoinAggregations?: boolean  /* The big one */
  useAlternativeDropDatabase?: boolean
  useBigIntForNumberIDs?: boolean
  usePipelineInSortLookup?: boolean
```

Also export a new `compatabilityOptions` object from
`@payloadcms/db-mongodb` where each key is a mongo-compatible database
and the value is the recommended `mongooseAdapter` settings for
compatability.

### Why?

When using firestore and visiting
`/admin/collections/media/payload-folders`, we get:

```
MongoServerError: invalid field(s) in lookup: [let, pipeline], only lookup(from, localField, foreignField, as) is supported
```

Firestore doesn't support the full MongoDB aggregation API used by
Payload which gets used when building aggregations for populating join
fields.

There are several other compatability issues with Firestore:
- The invalid `pipeline` property is used in the `$lookup` aggregation
in `buildSortParams`
- Firestore only supports number IDs of type `Long`, but Mongoose
converts custom ID fields of type number to `Double`
- Firestore does not support the `dropDatabase` command
- Firestore does not support the `createIndex` command (not addressed in
this PR)

### How?

 ```typescript
useJoinAggregations?: boolean  /* The big one */
```
When this is `false` we skip the `buildJoinAggregation()` pipeline and resolve the join fields through multiple queries. This can potentially be used with AWS DocumentDB and Azure Cosmos DB to support join fields, but I have not tested with either of these databases.

 ```typescript
useAlternativeDropDatabase?: boolean
```
When `true`, monkey-patch (replace) the `dropDatabase` function so that
it calls `collection.deleteMany({})` on every collection instead of
sending a single `dropDatabase` command to the database

 ```typescript
useBigIntForNumberIDs?: boolean
```
When `true`, use `mongoose.Schema.Types.BigInt` for custom ID fields of type `number` which converts to a firestore `Long` behind the scenes

```typescript
  usePipelineInSortLookup?: boolean
```
When `false`, modify the sortAggregation pipeline in `buildSortParams()` so that we don't use the `pipeline` property in the `$lookup` aggregation. Results in slightly worse performance when sorting by relationship properties.

### Limitations

This PR does not add support for transactions or creating indexes in firestore.

### Fixes

Fixed a bug (and added a test) where you weren't able to sort by multiple properties on a relationship field.

### Future work

1. Firestore supports simple `$lookup` aggregations but other databases might not. Could add a `useSortAggregations` property which can be used to disable aggregations in sorting.

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Sasha <64744993+r1tsuu@users.noreply.github.com>
2025-07-16 15:17:43 -04:00
jangir-ritik
be8e8d9c7f docs: fix minor typo (#13185) 2025-07-16 05:46:17 +00:00
Alessio Gravili
64d76a3869 fix: cron jobs running when calling bin scripts, leading to db errors (#13135)
Previously, we were always initializing cronjobs when calling
`getPayload` or `payload.init`.

This is undesired in bin scripts - we don't want cron jobs to start
triggering db calls while we're running an initial migration using
`payload migrate` for example. This has previously led to a race
condition, triggering the following, occasional error, if job autoruns
were enabled:

```ts
DrizzleQueryError: Failed query: select "payload_jobs"."id", "payload_jobs"."input", "payload_jobs"."completed_at", "payload_jobs"."total_tried", "payload_jobs"."has_error", "payload_jobs"."error", "payload_jobs"."workflow_slug", "payload_jobs"."task_slug", "payload_jobs"."queue", "payload_jobs"."wait_until", "payload_jobs"."processing", "payload_jobs"."updated_at", "payload_jobs"."created_at", "payload_jobs_log"."data" as "log" from "payload_jobs" "payload_jobs" left join lateral (select coalesce(json_agg(json_build_array("payload_jobs_log"."_order", "payload_jobs_log"."id", "payload_jobs_log"."executed_at", "payload_jobs_log"."completed_at", "payload_jobs_log"."task_slug", "payload_jobs_log"."task_i_d", "payload_jobs_log"."input", "payload_jobs_log"."output", "payload_jobs_log"."state", "payload_jobs_log"."error") order by "payload_jobs_log"."_order" asc), '[]'::json) as "data" from (select * from "payload_jobs_log" "payload_jobs_log" where "payload_jobs_log"."_parent_id" = "payload_jobs"."id" order by "payload_jobs_log"."_order" asc) "payload_jobs_log") "payload_jobs_log" on true where ("payload_jobs"."completed_at" is null and ("payload_jobs"."has_error" is null or "payload_jobs"."has_error" <> $1) and "payload_jobs"."processing" = $2 and ("payload_jobs"."wait_until" is null or "payload_jobs"."wait_until" < $3) and "payload_jobs"."queue" = $4) order by "payload_jobs"."created_at" asc limit $5
params: true,false,2025-07-10T21:25:03.002Z,autorunSecond,100
    at NodePgPreparedQuery.queryWithCache (/Users/alessio/Documents/GitHub/payload2/node_modules/.pnpm/drizzle-orm@0.44.2_@libsql+client@0.14.0_bufferutil@4.0.8_utf-8-validate@6.0.5__@opentelemetr_asjmtflojkxlnxrshoh4fj5f6u/node_modules/src/pg-core/session.ts:74:11)
    at processTicksAndRejections (node:internal/process/task_queues:105:5)
    at /Users/alessio/Documents/GitHub/payload2/node_modules/.pnpm/drizzle-orm@0.44.2_@libsql+client@0.14.0_bufferutil@4.0.8_utf-8-validate@6.0.5__@opentelemetr_asjmtflojkxlnxrshoh4fj5f6u/node_modules/src/node-postgres/session.ts:154:19
    ... 6 lines matching cause stack trace ...
    at N._trigger (/Users/alessio/Documents/GitHub/payload2/node_modules/.pnpm/croner@9.0.0/node_modules/croner/dist/croner.cjs:1:16806) {
  query: `select "payload_jobs"."id", "payload_jobs"."input", "payload_jobs"."completed_at", "payload_jobs"."total_tried", "payload_jobs"."has_error", "payload_jobs"."error", "payload_jobs"."workflow_slug", "payload_jobs"."task_slug", "payload_jobs"."queue", "payload_jobs"."wait_until", "payload_jobs"."processing", "payload_jobs"."updated_at", "payload_jobs"."created_at", "payload_jobs_log"."data" as "log" from "payload_jobs" "payload_jobs" left join lateral (select coalesce(json_agg(json_build_array("payload_jobs_log"."_order", "payload_jobs_log"."id", "payload_jobs_log"."executed_at", "payload_jobs_log"."completed_at", "payload_jobs_log"."task_slug", "payload_jobs_log"."task_i_d", "payload_jobs_log"."input", "payload_jobs_log"."output", "payload_jobs_log"."state", "payload_jobs_log"."error") order by "payload_jobs_log"."_order" asc), '[]'::json) as "data" from (select * from "payload_jobs_log" "payload_jobs_log" where "payload_jobs_log"."_parent_id" = "payload_jobs"."id" order by "payload_jobs_log"."_order" asc) "payload_jobs_log") "payload_jobs_log" on true where ("payload_jobs"."completed_at" is null and ("payload_jobs"."has_error" is null or "payload_jobs"."has_error" <> $1) and "payload_jobs"."processing" = $2 and ("payload_jobs"."wait_until" is null or "payload_jobs"."wait_until" < $3) and "payload_jobs"."queue" = $4) order by "payload_jobs"."created_at" asc limit $5`,
  params: [ true, false, '2025-07-10T21:25:03.002Z', 'autorunSecond', 100 ],
  cause: error: relation "payload_jobs" does not exist
      at /Users/alessio/Documents/GitHub/payload2/node_modules/.pnpm/pg@8.16.3/node_modules/pg/lib/client.js:545:17
      at processTicksAndRejections (node:internal/process/task_queues:105:5)
      at /Users/alessio/Documents/GitHub/payload2/node_modules/.pnpm/drizzle-orm@0.44.2_@libsql+client@0.14.0_bufferutil@4.0.8_utf-8-validate@6.0.5__@opentelemetr_asjmtflojkxlnxrshoh4fj5f6u/node_modules/src/node-postgres/session.ts:161:13
      at NodePgPreparedQuery.queryWithCache (/Users/alessio/Documents/GitHub/payload2/node_modules/.pnpm/drizzle-orm@0.44.2_@libsql+client@0.14.0_bufferutil@4.0.8_utf-8-validate@6.0.5__@opentelemetr_asjmtflojkxlnxrshoh4fj5f6u/node_modules/src/pg-core/session.ts:72:12)
      at /Users/alessio/Documents/GitHub/payload2/node_modules/.pnpm/drizzle-orm@0.44.2_@libsql+client@0.14.0_bufferutil@4.0.8_utf-8-validate@6.0.5__@opentelemetr_asjmtflojkxlnxrshoh4fj5f6u/node_modules/src/node-postgres/session.ts:154:19
      at find (/Users/alessio/Documents/GitHub/payload2/packages/drizzle/src/find/findMany.ts:162:19)
      at Object.updateMany (/Users/alessio/Documents/GitHub/payload2/packages/drizzle/src/updateJobs.ts:26:16)
      at updateJobs (/Users/alessio/Documents/GitHub/payload2/packages/payload/src/queues/utilities/updateJob.ts:102:37)
      at runJobs (/Users/alessio/Documents/GitHub/payload2/packages/payload/src/queues/operations/runJobs/index.ts:181:25)
      at Object.run (/Users/alessio/Documents/GitHub/payload2/packages/payload/src/queues/localAPI.ts:137:12)
      at N.fn (/Users/alessio/Documents/GitHub/payload2/packages/payload/src/index.ts:866:13)
      at N._trigger (/Users/alessio/Documents/GitHub/payload2/node_modules/.pnpm/croner@9.0.0/node_modules/croner/dist/croner.cjs:1:16806) {
    length: 112,
    severity: 'ERROR',
    code: '42P01',
    detail: undefined,
    hint: undefined,
    position: '406',
    internalPosition: undefined,
    internalQuery: undefined,
    where: undefined,
    schema: undefined,
    table: undefined,
    column: undefined,
    dataType: undefined,
    constraint: undefined,
    file: 'parse_relation.c',
    line: '1449',
    routine: 'parserOpenTable'
  }
}
```

This PR makes running crons opt-in using a new `cron` flag. By default,
no cron jobs will be created.
2025-07-15 13:24:50 -04:00
Jacob Fletcher
277448d9c0 docs: performance (#13068)
Payload is designed with performance in mind, but its customizability
means that there are many ways to configure your app that can impact
performance.

While Payload provides several features and best practices to help you
optimize your app's specific performance needs, these are not currently
well surfaced and can be obscure.

Now:

- A high-level performance doc now exists at `/docs/performance`
- There's a new section on performance within the `/docs/queries` doc
- There's a new section on performance within the `/docs/hooks` doc
- There's a new section on performance within the
`/docs/custom-components` doc

This PR also:

- Restructures and elaborates on the `/docs/queries/pagination` docs
- Adds a new `/docs/database/indexing` doc
- More

---
- To see the specific tasks where the Asana app for GitHub is being
used, see below:
  - https://app.asana.com/0/0/1210743577153856
2025-07-14 23:55:16 -04:00
Alessio Gravili
4831bae6b5 docs: fix invalid syntax failing the docs import (#13165)
ts is recognized, typescript is not
2025-07-14 19:39:56 +00:00
Alessio Gravili
4c69f8e205 docs: add section on browser environment variables when using experimental-build-mode (#13164)
Just spent an entire hour trying to figure out why my environment
variables are `undefined` on the client. Turns out, when running `pnpm
next build --experimental-build-mode compile`, it skips the environment
variable inlining step.

This adds a new section to the docs mentioning that you can use `pnpm
next build --experimental-build-mode generate-env` to manually inline
them.
2025-07-14 12:30:23 -07:00
German Jablonski
576644d0b5 docs(richtext-lexical): add documentation page about official features (#13132)
It was evident from the number of users asking questions about how to
use the features that a dedicated page was needed.

Preview:

https://payloadcms.com/docs/dynamic/rich-text/official-features?branch=features-docs
2025-07-11 10:02:06 -07:00
Paul
cb6a73e1b4 feat(storage-*): include modified headers into the response headers of files when using adapters (#12096)
This PR makes it so that `modifyResponseHeaders` is supported in our
adapters when set on the collection config. Previously it would be
ignored.

This means that users can now modify or append new headers to what's
returned by each service.

```ts
import type { CollectionConfig } from 'payload'

export const Media: CollectionConfig = {
  slug: 'media',
  upload: {
    modifyResponseHeaders: ({ headers }) => {
      const newHeaders = new Headers(headers) // Copy existing headers
      newHeaders.set('X-Frame-Options', 'DENY') // Set new header

      return newHeaders
    },
  },
}
```

Also adds support for `void` return on the `modifyResponseHeaders`
function in the case where the user just wants to use existing headers
and doesn't need more control.

eg:

```ts
import type { CollectionConfig } from 'payload'

export const Media: CollectionConfig = {
  slug: 'media',
  upload: {
    modifyResponseHeaders: ({ headers }) => {
      headers.set('X-Frame-Options', 'DENY') // You can directly set headers without returning
    },
  },
}
```

Manual testing checklist (no CI e2es setup for these envs yet):
- [x] GCS
- [x] S3
- [x] Azure
- [x] UploadThing
- [x] Vercel Blob

---------

Co-authored-by: James <james@trbl.design>
2025-07-10 08:00:26 -07:00