Files
payloadcms/docs/local-api/overview.mdx
Dan Ribbens b9dec2f714 Chore/next poc merge main (#5204)
* wip moves payload, user and data into partial req

* chore: adjust req type

* chore(next): installs sass and resolves type errors

* feat: working login route/view

* fix: me route

* chore(next): scaffolds access routes (#4562)

* chore(next): scaffolds admin layout and dashboard view (#4566)

* chore(next): builds initPage utility (#4589)

* feat(3.0): next route handlers (#4590)

* chore: removes old files

* chore(next): ssr list view (#4594)

* chore: removes old files

* chore: adjusts graphql file imports to align with new operation exports

* chore: allows for custom endpoints

* chore: cleanup

* chore(next): ssr edit view (#4614)

* chore(ui): ssr main nav (#4619)

* chore(next): ssr account view (#4620)

* chore(next): ssr auth views and document create (#4631)

* chore(next): ssr globals view (#4640)

* chore(next): scaffolds document layout (#4644)

* chore(next): ssr versions view (#4645)

* chore(next): ssr field conditions (#4675)

* chore(next): ssr field validations (#4700)

* chore(next): moves dashboard view into next dir

* chore(next): moves account view into next dir

* chore(next): moves global edit view into next dir

* chore(next): returns isolated configs and locale from initPage

* chore(next): ssr api view (#4721)

* feat: adds i18n functionality within Rest API, Local and Client contexts (#4749)

* chore: separate client translation groups with empty line

* chore: add missing translation used in db adapters

* chore: simplify next/routes export and import paths

* chore: renames PayloadT to Payload

* chore(next): custom views (#4748)

* chore: fix translation tsconfig

* chore: adjust other package ts-configs that rely on translations

* chore(next): installs @payloadcms/ui as direct dependency

* chore(next): progress to build

* chore(next): migrates types (#4792)

* fixes acccept-language detection

* chore(next): moves remaining components out from payload core (#4794)

* chore(deps): removes all unused dependencies from payload core (#4797)

* chore(next): achieves buildable state (#4803)

* adds Translation component and removes more react-i18next

* fixes up remaining translation strings

* fixes a few i18n TODO's

* chore: remaining translation strings without colons

* chore: adds missing ja translations

* chore(next): ssr group field (#4830)

* chore: removes placeholder t function

* chore: removes old file

* chore(bundler-webpack): removes webpack bundler

* chore(bundler-vite): removes vite bundler

* chore(next): ssr tabs field (#4863)

* chore(next): ssr row field

* chore(next): ssr textarea field

* chore(next): wires server action into document edit view (#4873)

* chore(next): conditional logic (#4880)

* chore(next): ssr radio, point, code, json, ui, and hidden fields (#4891)

* chore(next): ssr collapsible field (#4894)

* chore: remove findByID from req

* chore: adjusts file property on request type

* comment clarification

* chore: wires up busboy with Requst readstream

* chore: ports over express-fileupload into a NextJS compatible format

* chore: adjust upload file structure

* chore: adds try/catch around routes, corrects a few route responses

* chore: renames file/function

* chore: improve req type safety in local operations, misc req.files replacements

* chore: misc type and fn export changes

* chore: ensures root routes take pass unmodified request to root routes

* chore: improve types

* chore: consolidates locale api req initialization (#4922)

* chore(next): overhauls field rendering strategy (#4924)

* chore(next): ssr array field (#4937)

* chore(next): ssr blocks field (#4942)

* chore(next): ssr upload field and document drawer (#4957)

* chore(next): wires form submissions (#4982)

* chore: api handler adjustments

* feat: adds graphql playground handler

* adds credentials include setting to playground

* remove old playground init, stub graphql handler location

* fix: allow for null fallbackLocale

* fix: correctly prioritize locales passed as null

* chore: move all graphql code into next package

* graphql changes

* chore: semi working version of graphql http layer

* gql fix attempts

* rm console log

* chore: partial gql changes

* chore: adds gql and gql-http back into payload

* chore: removes collection from req

* chore: separates graphql package out for schema generation

* chore: dep cleanup

* chore: move graphql handlers

* chore: removes unused deps

* chore(next): ssr list view (#5032)

* chore: refactor response handler order for custom endpoints

* chore: add back in condition for collection GET path with 2 slugs

* chore: rm optional chain

* chore: import sort route file

* chore: allows custom endpoints to attempt before erroring

* feat: adds memoization to translation functions (#5036)

* chore: fix APIError import

* chore: return attemptCustomEndpointBeforeError responses

* chore(next): properly instantiates table columns

* fix(next): attaches params to req and properly assigns prefs key (#5042)

* chore: reorganize next route order

* chore(next): adds RouteError handler to next routes

* chore: builds payload successfully

* chore: misc file omissions

* fix(ui): maintains proper column order

* fix(ui): ensures first cell is a link

* fix(next): properly copies url object in createPayloadRequest (#5064)

* fix(ui): bumps react-toastify to v10.0.4 to fix hydration warnings

* feat: add route for static file GET requests (#5065)

* chore(next): allows resolved config promise to be thread through initPage (#5071)

* chore(ui): conditionally renders field label from props

* feat(next): next install script

* chore: pass config to route handlers

* feat: initial test suite framework (#4929)

* chore(next): renderable account, api, and create first user views (#5084)

* fix(next): properly parses search params in find, update, and delete handlers (#5088)

* chore(next): ssr versions view (#5085)

* chore: adds homepage for scss testing

* chore: moves dev folder to top, establishes new test pattern

* chore: working turbopack

* chore: sets up working dynamic payload-config imports

* remove unused code

* chore: rm console log

* misc

* feat: correctly subs out ability to boot REST API within same process

* chore: WIP dev suites

* chore: removes need for REST_API folder in test dir

* removes duplicate bootAdminPanel fn

* misc

* specify default export

* chore: sets up jest to work with next/jest

* chore: progress to mongodb and sharp builds

* chore: passing community tests

* chore: sorta workin

* chore: adjust payload-config import

* chore: adds rest client for Next handlers

* chore: removes test garb

* chore: restores payload-config tsconfig path temporarily

* chore: establishes pattern for memory db during tests

* chore: bumps mongoose to 7

* chore(next): 404s on nested create urls

* chore: functional _community e2e

* chore: increases e2e expect timeout

* fix(next): sanitizes locale toString from client config

* chore: type fixes

* chore: pulls mongodb from main

* chore: uses graphql to log user in

* feat: passing auth test suite

* chore(ui): threads params through context and conditionally renders document tabs (#5094)

* feat(ui): adds params context (#5095)

* chore: removes unecessary memory allocation for urlPropertiesObject object

* chore: passing graphql test suite

* chore: removes references to bson

* chore: re-enables mongodb memory server for auth test suite

* chore: replace bson with bson-objectid

* feat: passing collections-rest int suite

* chore: fixes bad imports

* chore: more passing int suites

* feat: passing globals int tests

* feat: passing hooks int test suite

* chore: remove last express file

* chore: start live-preview int test migration

* chore: passing localization int tests

* passing relationships int tests

* chore: partial passing upload int tests

* chore: fixes scss imports

* chore(ui): renders document info provider at root (#5106)

* chore: adds schema path to useFieldPath provider, more passing tests

* chore: begins work to optimize translation imports

* chore: add translations to ui ts-config references

* chore: add exports folder to package json exports

* chore: adds readme how-to-use instructions

* chore: attempts refactor of translation imports

* chore: adds authentication:account translation key to server keys

* chore: finishes translation optimization

* chore: ignores warnings from mongodb

* chore(ui): renders live document title (#5115)

* chore(ui): ssr document tabs (#5116)

* chore: handles redirecting from login

* chore: handle redirect with no searchParams

* chore: handle missing segments

* chore(next): migrates server action into standalone api endpoint (#5122)

* chore: adjust dashboard colection segments

* test: update e2e suites

* fix(ui): prevents unnecessary calls to form state

* chore: fix finding global config fields from schema path

* fix(next): executes root POST endpoints

* chore(ui): ignores values returned by form state polling

* chore: scaffolds ssr rte

* chore: renders client leaves

* chore: server-side rendered rich text elements

* chore: defines ClientFunction pattern

* chore(ui): migrates relationship field

* chore: adds translations, cleans up slate

* chore: functional slate link

* chore: slate upload ssr

* chore: relationship slate ssr

* chore: remaining slate ssr

* chore: fixes circular workspace dep

* chore: correct broken int test import paths

* chore: remove media files from root

* chore: server renders custom edit view

* fix(ui): resolves infinite loading in versions view

* fix(next): resolves global edit view lookup

* chore: payload builds

* chore: delete unused files

* chore: removes local property from payload

* chore: adds mongodb as dev dep in db-mongodb package

* chore: hide deprecation warnings for tempfile and jest-environment-jsdom

* chore: remove all translations from translations dist

* chore: clean ts-config files

* chore: simple type fixes

* chore(ui): server renders custom list view

* chore: fix next config payload-config alias

* chore: adds turbo alias paths

* chore: adjusts translation generation

* chore: improve auth function

* chore: eslint config for packages/ui

* chore(ui): exports FormState

* chore(next): migrates account view to latest patterns

* chore: disable barbie mode

* chore(ui): lints

* chore(next): lints

* chore: for alexical

* chore: custom handler type signature adjustment

* fix: non-boolean condition result causes infinite looping (#4579)

* chore(richtext-lexical): upgrade lexical from v0.12.5 to v0.12.6 (#4732)

* chore(richtext-lexical): upgrade all lexical packages from 0.12.5 to 0.12.6

* fix(richtext-lexical): fix TypeScript errors

* fix indenting

* feat(richtext-lexical): Blocks: generate type definitions for blocks fields (#4529)

* feat(richtext-lexical)!: Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground (#5066)

* feat(richtext-lexical): Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground

* chore: upgrade lexical version used in monorepo

* chore: remove the 3

* chore: upgrade nodemon versions (#5059)

* feat: add more options to addFieldStatePromise so that it can be used for field flattening (#4799)

* feat(plugin-seo)!: remove support for payload <2.7.0 (#4765)

* chore(plugin-seo): remove test script from package.json (#4762)

* chore: upgrade @types/nodemailer from v6.4.8 to v6.4.14 (#4733)

* chore: revert auth and initPage changes

* chore(next): moves edit and list views (#5170)

* fix: "The punycode module is deprecated" warning by updating nodemailer

* chore: adjust translations tsconfig paths in root

* chore: fix merge build

---------

Co-authored-by: Jarrod Flesch <jarrodmflesch@gmail.com>
Co-authored-by: Jacob Fletcher <jacobsfletch@gmail.com>
Co-authored-by: Jarrod Flesch <30633324+JarrodMFlesch@users.noreply.github.com>
Co-authored-by: Elliot DeNolf <denolfe@gmail.com>
Co-authored-by: James <james@trbl.design>
Co-authored-by: Alessio Gravili <alessio@gravili.de>
Co-authored-by: Alessio Gravili <70709113+AlessioGr@users.noreply.github.com>
2024-02-28 13:44:17 -05:00

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---
title: Local API
label: Overview
order: 10
desc: The Payload Local API allows you to interact with your database and execute the same operations that are available through REST and GraphQL within Node, directly on your server.
keywords: local api, config, configuration, documentation, Content Management System, cms, headless, javascript, node, react, express
---
The Payload Local API gives you the ability to execute the same operations that are available through REST and GraphQL
within Node, directly on your server. Here, you don't need to deal with server latency or network speed whatsoever and
can interact directly with your database.
<Banner type="success">
<strong>Tip:</strong>
<br />
The Local API is incredibly powerful when used with server-side rendering app frameworks like
NextJS. With other headless CMS, you need to request your data from third-party servers which can
add significant loading time to your server-rendered pages. With Payload, you don't have to leave
your server to gather the data you need. It can be incredibly fast and is definitely a game
changer.
</Banner>
Here are some common examples of how you can use the Local API:
- Seeding data via Node seed scripts that you write and maintain
- Opening custom Express routes which feature additional functionality but still rely on Payload
- Within access control and hook functions
### Accessing payload
You can gain access to the currently running `payload` object via two ways:
##### Importing it
You can import or require `payload` into your own files after it's been initialized, but you need to make sure that
your `import` / `require` statements come **after** you call `payload.init()`—otherwise Payload won't have been
initialized yet. That might be obvious. To us, it's usually not.
Example:
```ts
import payload from 'payload'
import { CollectionAfterChangeHook } from 'payload/types'
const afterChangeHook: CollectionAfterChangeHook = async () => {
const posts = await payload.find({
collection: 'posts',
})
}
```
##### Accessing from the `req`
Payload is available anywhere you have access to the Express `req` - including within your access control and hook
functions.
Example:
```ts
const afterChangeHook: CollectionAfterChangeHook = async ({ req: { payload } }) => {
const posts = await payload.find({
collection: 'posts',
})
}
```
### Local options available
You can specify more options within the Local API vs. REST or GraphQL due to the server-only context that they are
executed in.
| Local Option | Description |
|--------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| `collection` | Required for Collection operations. Specifies the Collection slug to operate against. |
| `data` | The data to use within the operation. Required for `create`, `update`. |
| `depth` | [Control auto-population](/docs/getting-started/concepts#depth) of nested relationship and upload fields. |
| `locale` | Specify [locale](/docs/configuration/localization) for any returned documents. |
| `fallbackLocale` | Specify a [fallback locale](/docs/configuration/localization) to use for any returned documents. |
| `overrideAccess` | Skip access control. By default, this property is set to true within all Local API operations. |
| `user` | If you set `overrideAccess` to `false`, you can pass a user to use against the access control checks. |
| `showHiddenFields` | Opt-in to receiving hidden fields. By default, they are hidden from returned documents in accordance to your config. |
| `pagination` | Set to false to return all documents and avoid querying for document counts. |
| `context` | [Context](/docs/hooks/context), which will then be passed to `context` and `req.context`, which can be read by hooks. Useful if you want to pass additional information to the hooks which shouldn't be necessarily part of the document, for example a `triggerBeforeChange` option which can be read by the BeforeChange hook to determine if it should run or not. |
_There are more options available on an operation by operation basis outlined below._
<Banner type="warning">
<strong>Note:</strong>
<br />
By default, all access control checks are disabled in the Local API, but you can re-enable them if
you'd like, as well as pass a specific user to run the operation with.
</Banner>
## Collections
The following Collection operations are available through the Local API:
#### Create
```js
// The created Post document is returned
const post = await payload.create({
collection: 'posts', // required
data: {
// required
title: 'sure',
description: 'maybe',
},
locale: 'en',
fallbackLocale: false,
user: dummyUserDoc,
overrideAccess: true,
showHiddenFields: false,
// If creating verification-enabled auth doc,
// you can optionally disable the email that is auto-sent
disableVerificationEmail: true,
// If your collection supports uploads, you can upload
// a file directly through the Local API by providing
// its full, absolute file path.
filePath: path.resolve(__dirname, './path-to-image.jpg'),
// Alternatively, you can directly pass a File,
// if file is provided, filePath will be omitted
file: uploadedFile,
})
```
#### Find
```js
// Result will be a paginated set of Posts.
// See /docs/queries/pagination for more.
const result = await payload.find({
collection: 'posts', // required
depth: 2,
page: 1,
limit: 10,
pagination: false, // If you want to disable pagination count, etc.
where: {}, // pass a `where` query here
sort: '-title',
locale: 'en',
fallbackLocale: false,
user: dummyUser,
overrideAccess: false,
showHiddenFields: true,
})
```
#### Find by ID
```js
// Result will be a Post document.
const result = await payload.findByID({
collection: 'posts', // required
id: '507f1f77bcf86cd799439011', // required
depth: 2,
locale: 'en',
fallbackLocale: false,
user: dummyUser,
overrideAccess: false,
showHiddenFields: true,
})
```
#### Update by ID
```js
// Result will be the updated Post document.
const result = await payload.update({
collection: 'posts', // required
id: '507f1f77bcf86cd799439011', // required
data: {
// required
title: 'sure',
description: 'maybe',
},
depth: 2,
locale: 'en',
fallbackLocale: false,
user: dummyUser,
overrideAccess: false,
showHiddenFields: true,
// If your collection supports uploads, you can upload
// a file directly through the Local API by providing
// its full, absolute file path.
filePath: path.resolve(__dirname, './path-to-image.jpg'),
// If you are uploading a file and would like to replace
// the existing file instead of generating a new filename,
// you can set the following property to `true`
overwriteExistingFiles: true,
})
```
#### Update Many
```js
// Result will be an object with:
// {
// docs: [], // each document that was updated
// errors: [], // each error also includes the id of the document
// }
const result = await payload.update({
collection: 'posts', // required
where: {
// required
fieldName: { equals: 'value' },
},
data: {
// required
title: 'sure',
description: 'maybe',
},
depth: 0,
locale: 'en',
fallbackLocale: false,
user: dummyUser,
overrideAccess: false,
showHiddenFields: true,
// If your collection supports uploads, you can upload
// a file directly through the Local API by providing
// its full, absolute file path.
filePath: path.resolve(__dirname, './path-to-image.jpg'),
// If you are uploading a file and would like to replace
// the existing file instead of generating a new filename,
// you can set the following property to `true`
overwriteExistingFiles: true,
})
```
#### Delete
```js
// Result will be the now-deleted Post document.
const result = await payload.delete({
collection: 'posts', // required
id: '507f1f77bcf86cd799439011', // required
depth: 2,
locale: 'en',
fallbackLocale: false,
user: dummyUser,
overrideAccess: false,
showHiddenFields: true,
})
```
#### Delete Many
```js
// Result will be an object with:
// {
// docs: [], // each document that is now deleted
// errors: [], // any errors that occurred, including the id of the errored on document
// }
const result = await payload.delete({
collection: 'posts', // required
where: {
// required
fieldName: { equals: 'value' },
},
depth: 0,
locale: 'en',
fallbackLocale: false,
user: dummyUser,
overrideAccess: false,
showHiddenFields: true,
})
```
## Auth Operations
If a collection has [`Authentication`](/docs/authentication/overview) enabled, additional Local API operations will be
available:
#### Login
```js
// result will be formatted as follows:
// {
// token: 'o38jf0q34jfij43f3f...', // JWT used for auth
// user: { ... } // the user document that just logged in
// exp: 1609619861 // the UNIX timestamp when the JWT will expire
// }
const result = await payload.login({
collection: 'users', // required
data: {
// required
email: 'dev@payloadcms.com',
password: 'rip',
},
req: req, // pass an Express `req` which will be provided to all hooks
res: res, // used to automatically set an HTTP-only auth cookie
depth: 2,
locale: 'en',
fallbackLocale: false,
overrideAccess: false,
showHiddenFields: true,
})
```
#### Forgot Password
```js
// Returned token will allow for a password reset
const token = await payload.forgotPassword({
collection: 'users', // required
data: {
// required
email: 'dev@payloadcms.com',
},
req: req, // pass an Express `req` which will be provided to all hooks
})
```
#### Reset Password
```js
// Result will be formatted as follows:
// {
// token: 'o38jf0q34jfij43f3f...', // JWT used for auth
// user: { ... } // the user document that just logged in
// }
const result = await payload.resetPassword({
collection: 'users', // required
data: {
// required
password: req.body.password, // the new password to set
token: 'afh3o2jf2p3f...', // the token generated from the forgotPassword operation
},
req: req, // pass an Express `req` which will be provided to all hooks
res: res, // used to automatically set an HTTP-only auth cookie
})
```
#### Unlock
```js
// Returned result will be a boolean representing success or failure
const result = await payload.unlock({
collection: 'users', // required
data: {
// required
email: 'dev@payloadcms.com',
},
req: req, // pass an Express `req` which will be provided to all hooks
overrideAccess: true,
})
```
#### Verify
```js
// Returned result will be a boolean representing success or failure
const result = await payload.verifyEmail({
collection: 'users', // required
token: 'afh3o2jf2p3f...', // the token saved on the user as `_verificationToken`
})
```
## Globals
The following Global operations are available through the Local API:
#### Find
```js
// Result will be the Header Global.
const result = await payload.findGlobal({
slug: 'header', // required
depth: 2,
locale: 'en',
fallbackLocale: false,
user: dummyUser,
overrideAccess: false,
showHiddenFields: true,
})
```
#### Update
```js
// Result will be the updated Header Global.
const result = await payload.updateGlobal({
slug: 'header', // required
data: {
// required
nav: [
{
url: 'https://google.com',
},
{
url: 'https://payloadcms.com',
},
],
},
depth: 2,
locale: 'en',
fallbackLocale: false,
user: dummyUser,
overrideAccess: false,
showHiddenFields: true,
})
```
## Next.js Conflict with Local API
There is a known issue when using the Local API with Next.js version `13.4.13` and higher. Next.js executes within a
separate child process, and Payload has not been initalized yet in these instances. That means that unless you
explicitly initialize Payload within your operation, it will not be running and return no data / an empty object.
As a workaround, we recommend leveraging the following pattern to determine and ensure Payload is initalized:
```
import dotenv from 'dotenv'
import path from 'path'
import type { Payload } from 'payload'
import payload from 'payload'
import type { InitOptions } from 'payload/config'
import { seed as seedData } from './seed'
dotenv.config({
path: path.resolve(__dirname, '../.env'),
})
let cached = (global as any).payload
if (!cached) {
cached = (global as any).payload = { client: null, promise: null }
}
interface Args {
initOptions?: Partial<InitOptions>
seed?: boolean
}
export const getPayloadClient = async ({ initOptions, seed }: Args = {}): Promise<Payload> => {
if (!process.env.DATABASE_URI) {
throw new Error('DATABASE_URI environment variable is missing')
}
if (!process.env.PAYLOAD_SECRET) {
throw new Error('PAYLOAD_SECRET environment variable is missing')
}
if (cached.client) {
return cached.client
}
if (!cached.promise) {
cached.promise = payload.init({
mongoURL: process.env.DATABASE_URI,
secret: process.env.PAYLOAD_SECRET,
local: initOptions?.express ? false : true,
...(initOptions || {}),
})
}
try {
process.env.PAYLOAD_DROP_DATABASE = seed ? 'true' : 'false'
cached.client = await cached.promise
if (seed) {
payload.logger.info('---- SEEDING DATABASE ----')
await seedData(payload)
}
} catch (e: unknown) {
cached.promise = null
throw e
}
return cached.client
}
```
To checkout how this works in a project, take a look at
our [custom server example](https://github.com/payloadcms/payload/blob/master/examples/custom-server/src/getPayload.ts).
## Example Script using Local API
The Local API is especially useful for running scripts
```ts
import payload from 'payload'
import path from 'path'
import dotenv from 'dotenv'
dotenv.config({
path: path.resolve(__dirname, '../.env'),
})
const { PAYLOAD_SECRET } = process.env
const doAction = async (): Promise<void> => {
await payload.init({
secret: PAYLOAD_SECRET,
local: true, // Enables local mode, doesn't spin up a server or frontend
})
// Perform any Local API operations here
await payload.find({
collection: 'posts',
// where: {} // optional
})
await payload.create({
collection: 'posts',
data: {},
})
}
doAction()
```
## TypeScript
Local API calls will automatically infer your [generated types](/docs/typescript/generating-types).
Here is an example of usage:
```ts
// Properly inferred as `Post` type
const post = await payload.create({
collection: 'posts',
// Data will now be typed as Post and give you type hints
data: {
title: 'my title',
description: 'my description',
},
})
```