Commit Graph

173 Commits

Author SHA1 Message Date
T. R. Bernstein
4a5f01a78f chore: Update code to new repo
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2025-10-08 23:27:45 +02:00
Jacob Fletcher
ca3f054041 fix(next): force inactive live preview after passing conditions (#14048)
Follow-up to #14012.

Once live preview conditions have passed, it is jarring for the live
preview window to suddenly appear. It should be that, despite
preferences, if the live preview window did not _load_ active, then it
should not become active until the user explicitly toggles it on.

This is especially poor UX while creating a new doc. If the conditional
URL is based on a field that has't been filled yet, upon filling that
field (with autosave), live preview suddenly appears and the entire page
shifts mid-edit.

Before:


https://github.com/user-attachments/assets/0da75306-eed3-4a77-bc58-d8a8dd0254bf

After:


https://github.com/user-attachments/assets/c7918601-959d-4ac5-b168-066afc3d879d

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2025-10-03 17:09:02 +01:00
Paul
d826159fc0 fix(ui): add support back for custom live preview components (#14037)
Fixes https://github.com/payloadcms/payload/issues/13308

Adds support for a custom live preview component back, we previously
supported this and it was allowed via the config types but it wasn't
being rendered.

Now we export the `useLivePreviewContext` hook and the original
`LivePreviewWindow` component too so that end users can wrap the live
preview functionality with anything custom that they may need
2025-10-02 15:09:15 -04:00
Jacob Fletcher
2be6bb3c3b feat(ui): live preview conditions (#14012)
Supports live preview conditions. This is essentially access control for
live preview, where you may want to restrict who can use it based on
certain criteria, such as the current user or document data.

To do this, simply return null or undefined from your live preview url
functions:

```ts
url: ({ req }) => (req.user?.role === 'admin' ? '/hello-world' : null)
```

This is also useful for pages which derive their URL from document data,
e.g. a slug field, do not attempt to render the live preview window
until the URL is fully formatted.

For example, if you have a page in your front-end with the URL structure
of `/posts/[slug]`, the slug field is required before the page can
properly load. However, if the slug is not a required field, or when
drafts and/or autosave is enabled, the slug field might not yet have
data, leading to `/posts/undefined` or similar.

```ts
url: ({ data }) => data?.slug ? `/${data.slug}` : null
```

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2025-10-02 10:24:11 -04:00
Jacob Fletcher
3c4f8a3508 fix(next): static live preview url corrupt after save (#13949)
As of #13631, statically defined live preview URLs become corrupt after
the first save.

For example, if you define your URL as a string like this:

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

const MyCollection: CollectionConfig = {
  // ...
  admin: {
    livePreview: {
      url: '/hello-world'
    }
  }
}
```

On initial load, the iframe's src will evaluate to `.../hello-world` as
expected, but from the first save onward, the url becomes
`.../undefined`.

This is because for statically defined URLs, the `livePreviewURL`
property does not exist on the response. Despite this, we set it into
state as undefined. This is true for both collections and globals.

Initially reported on Discord here:
https://discord.com/channels/967097582721572934/967097582721572937/1421166976113442847

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2025-09-26 21:23:04 +00:00
Jacob Fletcher
00a673e491 feat(next): regenerate live preview url on save (#13631)
Closes #12785.

Although your live preview URL can be dynamic based on document data, it
is never recalculated after initial mount. This means if your URL is
dependent of document data that was just changed, such as a "slug"
field, the URL of the iframe does not reflect that change as expected
until the window is refreshed or you navigate back.

This also means that server-side live preview will crash when your
front-end attempts to query using a slug that no longer exists. Here's
the general flow: slug changes, autosave runs, iframe refreshes (url has
old slug), 404.

Now, we execute your live preview function on submit within form state,
and the window responds to the new URL as expected, refreshing itself
without losing its connection.

Here's the result:


https://github.com/user-attachments/assets/7dd3b147-ab6c-4103-8b2f-14d6bc889625

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2025-09-23 09:37:15 -04:00
Alessio Gravili
b34e5eadf4 fix(live-preview): client-side live preview failed to populate localized fields (#13794)
Fixes #13756 

The findByID endpoint, by default, expects the data for localized fields
to be an object, values mapped to the locale. This is not the case for
client-side live preview, as we send already-flattened data to the
findByID endpoint.

For localized fields where the value is an object (richText/json/group),
the afterRead hook handler would attempt to flatten the field value,
even though it was already flattened.

## Solution

The solution is to expose a `flattenLocales` arg to the findByID
endpoint (default: true) and pass `flattenLocales: false` from the
client-side live preview request handler.

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2025-09-15 12:16:52 -04:00
Anders Semb Hermansen
b62a30a8dc fix(live-preview): reset cache per subscription and ignore invalid preview messages (#13793)
### What?

Fix two live preview issues affecting client-side navigation:
1. Stale preview data leaking between pages using `useLivePreview`.
2. Erroneous fetches to `/api/undefined` and incorrect content rendering
when preview events lack slugs.

### Why?

The live-preview module cached merged preview data globally, which
persisted across route changes, causing a new page to render with the
previous page’s data.

The client attempted to merge when preview events didn’t specify
collectionSlug or globalSlug, producing an endpoint of undefined and
triggering requests to /api/undefined, sometimes overwriting state with
mismatched content.

### How?

Clear the internal cache at the time of `subscribe()` so each page using
`useLivePreview` starts from a clean slate.

In `handleMessage`, only call `mergeData` when `collectionSlug` or
`globalSlug` is present; otherwise return `initialData` and perform no
request.

Fixes #13792
2025-09-12 18:40:24 +00:00
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
German Jablonski
cf427e5519 fix: imports (part 2/2) (#13520)
Completes https://github.com/payloadcms/payload/pull/13513

That PR fixed it for the `admin` suite, but I had also encountered the
same issue in `live-preview`.

When searching for instances, I found others with the same pattern
within packages, which I took the opportunity to fix in case the same
error occurs in the future.
2025-08-20 08:08:55 -04:00
Jarrod Flesch
a22f27de1c test: stabilize frequent fails (#13318)
Adjusts tests that "flake" frequently.
2025-07-30 05:52:01 -07:00
Jacob Fletcher
61ee8fadca fix(ui): autosave-enabled document drawers close unexpectedly within the join field (#13298)
Fixes #12975.

When editing autosave-enabled documents through the join field, the
document drawer closes unexpectedly on every autosave interval, making
it nearly impossible to use.

This is because as of #12842, the underlying relationship table
re-renders on every autosave event, remounting the drawer each time. The
fix is to lift the drawer out of table's rendering tree and into the
join field itself. This way all rows share the same drawer, whose
rendering lifecycle has been completely decoupled from the table's
state.

Note: this is very similar to how relationship fields achieve similar
functionality.

This PR also adds jsdocs to the `useDocumentDrawer` hook and strengthens
its types.

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2025-07-29 11:49:15 -04:00
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
f49eeb1a63 fix(next): respect collection-level live preview config (#13036)
Fixes #13035.

We broke collection-level live preview configs in #12860.
2025-07-03 21:47:16 +00:00
Jacob Fletcher
f2213e5c5c feat: mount live preview to document root (#12860)
Mounts live preview to `../:id` instead `../:id/preview`.

This is a huge win for both UX and a maintainability standpoint.

Here are just a few of those wins:

1. If you edit a document, _then_ decide you want to preview those
changes, you are currently presented with the `LeaveWithoutSaving` modal
and are forced to either save your edits or clear them. This is because
you are being navigated to an entirely new page with it's own form
context. Instead, you should be able to freely navigate back and forth
between the two.
2. If you are an editor who most often uses Live Preview, or you are
editing a collection that typically requires it, you likely want it to
automatically enter live preview mode when you open a document.
Currently, the user has to navigate to the document _first_, then use
the live preview tab. Instead, you should be able to set a preference
and avoid this extra step.
3. Since the inception of Live Preview, we've been maintaining largely
the same code across the default edit view and the live preview view,
which often became out of sync and inconsistent—but they're essentially
doing the same thing. While we could abstract a lot of this out, it is
no longer necessary if the two views are combined into one.

This change does also include some small modifications to UI. The "Live
Preview" tab no longer exists, and instead has been replaced with a
button placed next to the document controls (subject to change).

Before:


https://github.com/user-attachments/assets/48518b02-87ba-4750-ba7b-b21b5c75240a

After:


https://github.com/user-attachments/assets/a8ec8657-a6d6-4ee1-b9a7-3c1173bcfa96
2025-06-27 11:58:00 -04:00
Ondřej Závodný
7472798808 fix(live-preview): client-side live preview cannot populate more than 10 relationships at once (#12929)
### What?

Set the `limit` query param on API requests called within the
`useLivePreview` hook.

### Why?

We are heavily relying on the block system in our pages and we reuse the
media collection in a lot of the block types. When the page has more
than 10 images, the API request doesn't fetch all of them for live
preview due to the default 10 item `limit`. This PR allows the preview
page to override this `limit` so that all the items get correctly
fetched.

### Our current workaround

Set the `depth` param of `useLivePreview` hook like this:

```
useLivePreview({
  // ...
  depth: '1000&limit=1000',
})
```

---
- To see the specific tasks where the Asana app for GitHub is being
used, see below:
  - https://app.asana.com/0/0/1210643905956939

---------

Co-authored-by: Jacob Fletcher <jacobsfletch@gmail.com>
2025-06-26 16:36:49 -04:00
Alessio Gravili
7c05c775cb docs: improve jobs autorun docs, adds e2e test (#12196)
This clarifies that jobs.autoRun only *runs* already-queued jobs. It does not queue the jobs for you.

Also adds an e2e test as this functionality had no e2e coverage
2025-06-05 09:19:19 -07:00
Alessio Gravili
319d3355de feat: improve turbopack compatibility (#11376)
This PR introduces a few changes to improve turbopack compatibility and
ensure e2e tests pass with turbopack enabled

## Changes to improve turbopack compatibility
- Use correct sideEffects configuration to fix scss issues
- Import scss directly instead of duplicating our scss rules
- Fix some scss rules that are not supported by turbopack
- Bump Next.js and all other dependencies used to build payload

## Changes to get tests to pass

For an unknown reason, flaky tests flake a lot more often in turbopack.
This PR does the following to get them to pass:
- add more `wait`s
- fix actual flakes by ensuring previous operations are properly awaited

## Blocking turbopack bugs
- [X] https://github.com/vercel/next.js/issues/76464
  - Fix PR: https://github.com/vercel/next.js/pull/76545
  - Once fixed: change `"sideEffectsDisabled":` back to `"sideEffects":`
  
## Non-blocking turbopack bugs
- [ ] https://github.com/vercel/next.js/issues/76956

## Related PRs

https://github.com/payloadcms/payload/pull/12653
https://github.com/payloadcms/payload/pull/12652
2025-06-02 22:01:07 +00:00
Jarrod Flesch
dfa0974894 fix(ui): live-preview-tab should show beforeDocumentControls (#12568) 2025-05-27 11:30:02 -04:00
Jarrod Flesch
00667faf8d feat: folders (#10030) 2025-05-22 10:04:45 -04:00
Anders Semb Hermansen
08a3dfbbcb chore(live-preview): load schemaJSON from proper client config in integration tests (#12167)
### What?

The integration tests in live-preview has been using the
`fieldSchemaToJSON` method with wrong params/types.

It's defined as
```
export const fieldSchemaToJSON = (fields: ClientField[], config: ClientConfig): FieldSchemaJSON
```

In the test setup
`fields` was set to `Pages.fields` which was `Field[]`, not the expected
`ClientField[]`
`config` was set to `config` which was `Promise<SanitizedConfig>` not
the expected `ClientConfig`

### Why?

I'm working on some other changes to live-preview where I need the
proper values wired up correctly to properly add integration tests.

The test has worked up until now because Field is very similar to
ClientField. But it should test with the correct type.

### How?

By creating the clientConfig and using the correct types/params when
calling fieldSchemaToJSON in the test setup.

**Note:** Removed test "Collections - Live Preview › merges data", the
test worked before because **id** field is not part of Field, but part
of ClientField. So test code does not behave like this in real scenario
when real ClientField is used. There are lots of real tests for correct
data, removed this one which seems very simple and not correct.
2025-05-22 07:44:03 -03:00
Germán Jabloñski
2a929cf385 chore: fix all lint errors and add mechanisms to prevent them from appearing again (#12401)
I think it's easier to review this PR commit by commit, so I'll explain
it this way:

## Commits
1. [parallelize eslint script (still showing logs results in
serial)](c9ac49c12d):
Previously, `--concurrency 1` was added to the script to make the logs
more readable. However, turborepo has an option specifically for these
use cases: `--log-order=grouped` runs the tasks in parallel but outputs
them serially. As a result, the lint script is now significantly faster.
2. [run pnpm
lint:fix](9c128c276a)
The auto-fix was run, which resolved some eslint errors that were
slipped in due to the use of `no-verify`. Most of these were
`perfectionist` fixes (property ordering) and the removal of unnecessary
assertions. Starting with this PR, this won't happen again in the
future, as we'll be verifying the linter in every PR across the entire
codebase (see commit 7).
3. [fix eslint non-autofixable
errors](700f412a33)
All manual errors have been resolved except for the configuration errors
addressed in commit 5. Most were React compiler violations, which have
been disabled and commented out "TODO" for now. There's also an unused
`use no memo` and a couple of `require` errors.
4. [move react-compiler linter to eslint-config
package](4f7cb4d63a)
To simplify the eslint configuration. My concern was that there would be
a performance regression when used in non-react related packages, but
none was experienced. This is probably because it only runs on .tsx
files.
5. [remove redundant eslint config files and fix
allowDefaultProject](a94347995a)
The main feature introduced by `typescript-eslint` v8 was
`projectService`, which automatically searches each file for the closest
`tsconfig`, greatly simplifying configuration in monorepos
([source](https://typescript-eslint.io/blog/announcing-typescript-eslint-v8#project-service)).
Once I moved `projectService` to `packages/eslint-config`, all the other
configuration files could be easily removed.
I confirmed that pnpm lint still works on individual packages.
The other important change was that the pending eslint errors from
commits 2 and 3 were resolved. That is, some files were giving the
error: "[File] was not found by the project service. Consider either
including it in the tsconfig.json or including it in
allowDefaultProject." Below I copy the explanatory comment I left in the
code:
```ts
// This is necessary because `tsconfig.base.json` defines `"rootDir": "${configDir}/src"`,
// And the following files aren't in src because they aren't transpiled.
// This is typescript-eslint's way of adding files that aren't included in tsconfig.
// See: https://typescript-eslint.io/troubleshooting/typed-linting/#i-get-errors-telling-me--was-not-found-by-the-project-service-consider-either-including-it-in-the-tsconfigjson-or-including-it-in-allowdefaultproject
// The best practice is to have a tsconfig.json that covers ALL files and is used for
// typechecking (with noEmit), and a `tsconfig.build.json` that is used for the build
// (or alternatively, swc, tsup or tsdown). That's what we should ideally do, in which case
// this hardcoded list wouldn't be necessary. Note that these files don't currently go
// through ts, only through eslint.
```

6. [Differentiate errors from warnings in VScode ESLint
Rules](5914d2f48d)
There's no reason to do that. If an eslint rule isn't an error, it
should be disabled or converted to a warning.
7. [Disable skip lint, and lint over the entire repo now that it's
faster](e4b28f1360)
The GitHub action linted only the files that had changed in the PR.
While this seems like a good idea, once exceptions were introduced with
[skip lint], they opened the door to propagating more and more errors.
Often, the linter was skipped, not because someone introduced new
errors, but because they were trying to avoid those that had already
crept in, sometimes accidentally introducing new ones.
On the other hand, `pnpm lint` now runs in parallel (commit 1), so it's
not that slow. Additionally, it runs in parallel with other GitHub
actions like e2e tests, which take much longer, so it can't represent a
bottleneck in CI.
8. [fix lint in next
package](4506595f91)
Small fix missing from commit 5
9. [Merge remote-tracking branch 'origin/main' into
fix-eslint](563d4909c1)
10. [add again eslint.config.js in payload
package](78f6ffcae7)
The comment in the code explains it. Basically, after the merge from
main, the payload package runs out of memory when linting, probably
because it grew in recent PRs. That package will sooner or later
collapse for our tooling, so we may have to split it. It's already too
big.

## Future Actions
- Resolve React compiler violations, as mentioned in commit 3.
- Decouple the `tsconfig` used for typechecking and build across the
entire monorepo (as explained in point 5) to ensure ts coverage even for
files that aren't transpiled (such as scripts).
- Remove the few remaining `eslint.config.js`. I had to leave the
`richtext-lexical` and `next` ones for now. They could be moved to the
root config and scoped to their packages, as we do for example with
`templates/vercel-postgres/**`. However, I couldn't get it to work, I
don't know why.
- Make eslint in the test folder usable. Not only are we not linting
`test` in CI, but now the `pnpm eslint .` command is so large that my
computer freezes. If each suite were its own package, this would be
solved, and dynamic codegen + git hooks to modify tsconfig.base.json
wouldn't be necessary
([related](https://github.com/payloadcms/payload/pull/11984)).
2025-05-19 12:36:40 -03:00
Janus Reith
35c0404817 feat(live-preview): expose requestHandler to subscribe.ts (#10947)
### What?
As described in https://github.com/payloadcms/payload/discussions/10946,
allow passing a custom `collectionPopulationRequestHandler` function to
`subscribe`, which passes it along to `handleMessage` and `mergeData`

### Why?
`mergeData` already supports a custom function for this, that
functionality however isn't exposed.
My use case so far was passing along custom Authorization headers.


### How?
Move the functions type defined in `mergeData` to a dedicated
`CollectionPopulationRequestHandler` type, reuse it across `subscribe`,
`handleMessage` and `mergeData`.

---------

Co-authored-by: Jacob Fletcher <jacobsfletch@gmail.com>
2025-04-30 15:08:53 -04:00
Germán Jabloñski
97e2e77ff4 chore: run dev:generate-types (#11994) 2025-04-08 17:25:29 -03:00
Jacob Fletcher
b975858e76 test: removes all unnecessary page.waitForURL methods (#11412)
Removes all unnecessary `page.waitForURL` methods within e2e tests.
These are unneeded when following a `page.goto` call because the
subsequent page load is already being awaited.

It is only a requirement when:

- Clicking a link and expecting navigation
- Expecting a redirect after a route change
- Waiting for a change in search params
2025-02-26 16:54:39 -05:00
Sasha
117949b8d9 test: regenerate payload-types.ts for all test suites (#11238)
Regenerates `payload-types.ts` for all test suites.
2025-02-18 00:45:59 +02:00
Alessio Gravili
4c8cafd6a6 perf: deduplicate blocks used in multiple places using new config.blocks property (#10905)
If you have multiple blocks that are used in multiple places, this can quickly blow up the size of your Payload Config. This will incur a performance hit, as more data is
1.  sent to the client (=> bloated `ClientConfig` and large initial html) and
2. processed on the server (permissions are calculated every single time you navigate to a page - this iterates through all blocks you have defined, even if they're duplicative)

This can be optimized by defining your block **once** in your Payload Config, and just referencing the block slug whenever it's used, instead of passing the entire block config. To do this, the block can be defined in the `blocks` array of the Payload Config. The slug can then be passed to the `blockReferences` array in the Blocks Field - the `blocks` array has to be empty for compatibility reasons.

```ts
import { buildConfig } from 'payload'
import { lexicalEditor, BlocksFeature } from '@payloadcms/richtext-lexical'

// Payload Config
const config = buildConfig({
  // Define the block once
  blocks: [
    {
      slug: 'TextBlock',
      fields: [
        {
          name: 'text',
          type: 'text',
        },
      ],
    },
  ],
  collections: [
    {
      slug: 'collection1',
      fields: [
        {
          name: 'content',
          type: 'blocks',
          // Reference the block by slug
          blockReferences: ['TextBlock'],
          blocks: [], // Required to be empty, for compatibility reasons
        },
      ],
    },
     {
      slug: 'collection2',
      fields: [
        {
          name: 'editor',
          type: 'richText',
          editor: lexicalEditor({
            BlocksFeature({
              // Same reference can be reused anywhere, even in the lexical editor, without incurred performance hit
              blocks: ['TextBlock'],
            })
          })
        },
      ],
    },
  ],
})
```

## v4.0 Plans

In 4.0, we will remove the `blockReferences` property, and allow string block references to be passed directly to the blocks `property`. Essentially, we'd remove the `blocks` property and rename `blockReferences` to `blocks`.

The reason we opted to a new property in this PR is to avoid breaking changes. Allowing strings to be passed to the `blocks` property will prevent plugins that iterate through fields / blocks from compiling.

## PR Changes

- Testing: This PR introduces a plugin that automatically converts blocks to block references. This is done in the fields__blocks test suite, to run our existing test suite using block references.

- Block References support: Most changes are similar. Everywhere we iterate through blocks, we have to now do the following:
1. Check if `field.blockReferences` is provided. If so, only iterate through that.
2. Check if the block is an object (= actual block), or string
3. If it's a string, pull the actual block from the Payload Config or from `payload.blocks`.

The exception is config sanitization and block type generations. This PR optimizes them so that each block is only handled once, instead of every time the block is referenced.

## Benchmarks

60 Block fields, each block field having the same 600 Blocks.

### Before:
**Initial HTML:** 195 kB
**Generated types:** takes 11 minutes, 461,209 lines

https://github.com/user-attachments/assets/11d49a4e-5414-4579-8050-e6346e552f56

### After:
**Initial HTML:** 73.6 kB
**Generated types:** takes 2 seconds, 35,810 lines

https://github.com/user-attachments/assets/3eab1a99-6c29-489d-add5-698df67780a3

### After Permissions Optimization (follow-up PR)
Initial HTML: 73.6 kB

https://github.com/user-attachments/assets/a909202e-45a8-4bf6-9a38-8c85813f1312


## Future Plans

1. This PR does not yet deduplicate block references during permissions calculation. We'll optimize that in a separate PR, as this one is already large enough
2. The same optimization can be done to deduplicate fields. One common use-case would be link field groups that may be referenced in multiple entities, outside of blocks. We might explore adding a new `fieldReferences` property, that allows you to reference those same `config.blocks`.
2025-02-14 00:08:20 +00:00
James Mikrut
91a0f90649 fix(next): allows relative live preview urls (#11083)
We now properly allow relative live preview URLs which is handy if
you're deploying on a platform like Vercel and do not know what the
preview domain is going to end up being at build time.

This PR also removes some problematic code in the website template which
hard-codes the protocol to `https://` in production even if you're
running locally.

Fixes #11070
2025-02-10 18:20:34 +00:00
Jacob Fletcher
1f4790a314 chore(examples): removes all instances of React.forwardRef (#10334)
Similar to #10331. Since React 19, refs can now be passed directly
through props without the need for `React.forwardRef`. This greatly
simplifies components types and overall syntax.
2025-01-03 18:10:46 +00:00
Jacob Fletcher
466f109152 chore(live-preview): strongly types message events (#10148)
Live Preview message events were typed with the generic `MessageEvent`
interface without passing any of the Live Preview specific properties,
leading to unknown types upon use. To fix this, there is a new
`LivePreviewMessageEvent` which properly extends the underlying
`MessageEvent` interface, providing much needed type safety to these
functions. In the same vein, the `UpdatedDocument` type was not being
properly shared across packages, leading to multiple independent
definitions of this type. This type is now exported from `payload`
itself and renamed to `DocumentEvent` for improved semantics. Same with
the `FieldSchemaJSON` type. This PR also adjusts where globally scoped
variables are set, putting them within the shared `_payloadLivePreview`
namespace instead of setting them individually at the top-level.
2024-12-23 18:19:52 +00:00
Alessio Gravili
b3308736c4 feat: jsdocs for generated types, by using admin.description (#9917)
This makes use of admin.description to generate JSDocs for field,
collection and global generated types.


![image](https://github.com/user-attachments/assets/980d825f-49a2-426d-933a-2ff3d205ea24)


![image](https://github.com/user-attachments/assets/d0b1f288-1ea1-4d80-8c05-003d59a4e41a)

For the future, we should add a dedicated property to override these
JSDocs.

You can view the effect of this PR on our test suite generated types
here:
05f552bbbc
2024-12-19 22:22:43 -05:00
Jacob Fletcher
e095222a9c fix(next): does not format top-level domains within admin.preview or livePreview.url functions (#9831)
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.
2024-12-09 11:54:20 -05:00
Jacob Fletcher
1fc9c47f20 feat(next): supports relative preview URLs (#9755)
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.
2024-12-04 17:01:09 -05:00
Jacob Fletcher
f12b4dc6b0 feat(live-preview): supports relative urls for dynamic preview deployments (#9746)
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.
2024-12-04 13:31:43 -05:00
Alessio Gravili
a89d54454a fix: ensure jobs do not retry indefinitely by default, fix undefined values in error messages (#9605)
## 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:

![CleanShot 2024-11-28 at 15 23
37@2x](https://github.com/user-attachments/assets/81617ca8-11de-4d35-b9bf-cc6c5bc515be)

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
2024-12-02 22:05:48 +00:00
Jacob Fletcher
3d1a0656d2 fix(live-preview): populates localized relationships in client-side live preview (#9617)
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.
2024-11-29 15:41:39 -05:00
Alessio Gravili
c7138b9aab chore: update generated types for all test suites (#9577) 2024-11-27 20:36:37 +00:00
Jacob Fletcher
ae6c71b3b5 fix(live-preview): client-side live preview cannot clear all array rows (#9439)
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.
2024-11-22 16:43:48 +00:00
Germán Jabloñski
f1eab5d5d3 chore(richtext-lexical): re-export lexical (#9229)
Co-authored-by: Alessio Gravili <alessio@gravili.de>
2024-11-18 16:27:36 -05:00
Elliot DeNolf
324af8a5f9 chore: update all githubusercontent links after branch rename 2024-11-17 16:46:23 -05:00
James Mikrut
31b32ef941 feat: deprecates getPayloadHMR in favor of simpler getPayload (#9249)
Deprecates `getPayloadHMR` and simplifies this pattern into a single
`import { getPayload } from 'payload'`.

We will still retain the exported `getPayloadHMR` but it now will throw
a deprecation warning with instructions for how to migrate.
2024-11-16 15:30:05 -05:00
Alessio Gravili
9c559d7304 chore: fix live-preview tests against prod (#9122)
Live preview e2e tests had no CSS when tested against prod.

For all our other tests, we have a separate test/app directory that
imports CSS. Otherwise, the root-level /app directory is used.

For live-preview, we currently always run against test/live-preview/app,
that has no CSS import.

This PR adds a new test/live-preview/prod/app directory that imports CSS
and is used when we run tests against prod.

In order for this to work, I had to make import map generation smarter
2024-11-11 19:28:55 -07:00
Jarrod Flesch
9dbf1b7279 chore: imports reInitializeDB into live-preview test suite 2024-11-11 16:48:43 -05:00
Jarrod Flesch
71db10d68f chore: stabalize live preview test suite 2024-11-11 16:24:45 -05:00
Jacob Fletcher
c96fa613bc feat!: on demand rsc (#8364)
Currently, Payload renders all custom components on initial compile of
the admin panel. This is problematic for two key reasons:
1. Custom components do not receive contextual data, i.e. fields do not
receive their field data, edit views do not receive their document data,
etc.
2. Components are unnecessarily rendered before they are used

This was initially required to support React Server Components within
the Payload Admin Panel for two key reasons:
1. Fields can be dynamically rendered within arrays, blocks, etc.
2. Documents can be recursively rendered within a "drawer" UI, i.e.
relationship fields
3. Payload supports server/client component composition 

In order to achieve this, components need to be rendered on the server
and passed as "slots" to the client. Currently, the pattern for this is
to render custom server components in the "client config". Then when a
view or field is needed to be rendered, we first check the client config
for a "pre-rendered" component, otherwise render our client-side
fallback component.

But for the reasons listed above, this pattern doesn't exactly make
custom server components very useful within the Payload Admin Panel,
which is where this PR comes in. Now, instead of pre-rendering all
components on initial compile, we're able to render custom components
_on demand_, only as they are needed.

To achieve this, we've established [this
pattern](https://github.com/payloadcms/payload/pull/8481) of React
Server Functions in the Payload Admin Panel. With Server Functions, we
can iterate the Payload Config and return JSX through React's
`text/x-component` content-type. This means we're able to pass
contextual props to custom components, such as data for fields and
views.

## Breaking Changes

1. Add the following to your root layout file, typically located at
`(app)/(payload)/layout.tsx`:

    ```diff
    /* THIS FILE WAS GENERATED AUTOMATICALLY BY PAYLOAD. */
    /* DO NOT MODIFY IT BECAUSE IT COULD BE REWRITTEN AT ANY TIME. */
    + import type { ServerFunctionClient } from 'payload'

    import config from '@payload-config'
    import { RootLayout } from '@payloadcms/next/layouts'
    import { handleServerFunctions } from '@payloadcms/next/utilities'
    import React from 'react'

    import { importMap } from './admin/importMap.js'
    import './custom.scss'

    type Args = {
      children: React.ReactNode
    }

+ const serverFunctions: ServerFunctionClient = async function (args) {
    +  'use server'
    +  return handleServerFunctions({
    +    ...args,
    +    config,
    +    importMap,
    +  })
    + }

    const Layout = ({ children }: Args) => (
      <RootLayout
        config={config}
        importMap={importMap}
    +  serverFunctions={serverFunctions}
      >
        {children}
      </RootLayout>
    )

    export default Layout
    ```

2. If you were previously posting to the `/api/form-state` endpoint, it
no longer exists. Instead, you'll need to invoke the `form-state` Server
Function, which can be done through the _new_ `getFormState` utility:

    ```diff
    - import { getFormState } from '@payloadcms/ui'
    - const { state } = await getFormState({
    -   apiRoute: '',
    -   body: {
    -     // ...
    -   },
    -   serverURL: ''
    - })

    + const { getFormState } = useServerFunctions()
    +
    + const { state } = await getFormState({
    +   // ...
    + })
    ```

## Breaking Changes

```diff
- useFieldProps()
- useCellProps()
```

More details coming soon.

---------

Co-authored-by: Alessio Gravili <alessio@gravili.de>
Co-authored-by: Jarrod Flesch <jarrodmflesch@gmail.com>
Co-authored-by: James <james@trbl.design>
2024-11-11 13:59:05 -05:00
Paul
6b9f178fcb fix: graphql missing options route resulting in failed cors preflight checks in production (#8987)
GraphQL currently doesn't pass CORS checks as we don't expose an OPTIONS
endpoint which is used for browser preflights.

Should also fix situations like this
https://github.com/payloadcms/payload/issues/8974
2024-11-04 14:20:09 -05:00
Jacob Fletcher
f6eb027f23 chore: repairs auto-generated file comments (#8549)
The comments injected into auto-generated files have gotten misformatted
due to linting. Here is the proper format, where both comments are
adjacent to one another:

```js
/* THIS FILE WAS GENERATED AUTOMATICALLY BY PAYLOAD. */
/* DO NOT MODIFY IT BECAUSE IT COULD BE REWRITTEN AT ANY TIME. */
```

Some comments were also written with casing issues, here's an example:

```js
/* DO NOT MODIFY it because it could be re-written at any time. */
```
2024-10-03 23:37:08 -04:00
Sasha
fa59d4c0b2 feat!: update next@15.0.0-canary.173, react@19.0.0-rc-3edc000d-20240926 (#8489)
Updates the minimal supported versions of next.js to
[`15.0.0-canary.173`](https://github.com/vercel/next.js/releases/tag/v15.0.0-canary.173)
and react to `19.0.0-rc-3edc000d-20240926`.

Adds neccessary awaits according to this breaking change
https://github.com/vercel/next.js/pull/68812

## Breaking Changes

The `params` and `searchParams` types in
`app/(payload)/admin/[[...segments]]/page.tsx` and
`app/(payload)/admin/[[...segments]]/not-found.tsx` must be changed to
promises:

```diff
- type Args = {
-   params: {
-     segments: string[]
-   }
-   searchParams: {
-     [key: string]: string | string[]
-   }
- }

+ type Args = {
+   params: Promise<{
+     segments: string[]
+   }>
+   searchParams: Promise<{
+     [key: string]: string | string[]
+   }>
+ }

```
2024-10-01 13:16:11 -04:00
Elliot DeNolf
040c2a2fbb chore(eslint): FlatConfig type deprecated, set to Config 2024-09-20 22:46:40 -04:00
Paul
638382e7fd feat: add validation for useAsTitle to throw an error if it's an invalid or nested field (#8122) 2024-09-08 18:53:12 -06:00