Files
payloadcms/docs/admin/views.mdx
Alessio Gravili 90b7b20699 feat!: beta-next (#7620)
This PR makes three major changes to the codebase:

1. [Component Paths](#component-paths)
Instead of importing custom components into your config directly, they
are now defined as file paths and rendered only when needed. That way
the Payload config will be significantly more lightweight, and ensures
that the Payload config is 100% server-only and Node-safe. Related
discussion: https://github.com/payloadcms/payload/discussions/6938

2. [Client Config](#client-config)
Deprecates the component map by merging its logic into the client
config. The main goal of this change is for performance and
simplification. There was no need to deeply iterate over the Payload
config twice, once for the component map, and another for the client
config. Instead, we can do everything in the client config one time.
This has also dramatically simplified the client side prop drilling
through the UI library. Now, all components can share the same client
config which matches the exact shape of their Payload config (with the
exception of non-serializable props and mapped custom components).

3. [Custom client component are no longer
server-rendered](#custom-client-components-are-no-longer-server-rendered)
Previously, custom components would be server-rendered, no matter if
they are server or client components. Now, only server components are
rendered on the server. Client components are automatically detected,
and simply get passed through as `MappedComponent` to be rendered fully
client-side.

## Component Paths

Instead of importing custom components into your config directly, they
are now defined as file paths and rendered only when needed. That way
the Payload config will be significantly more lightweight, and ensures
that the Payload config is 100% server-only and Node-safe. Related
discussion: https://github.com/payloadcms/payload/discussions/6938

In order to reference any custom components in the Payload config, you
now have to specify a string path to the component instead of importing
it.

Old:

```ts
import { MyComponent2} from './MyComponent2.js'

admin: {
  components: {
    Label: MyComponent2
  },
},
```

New:

```ts
admin: {
  components: {
    Label: '/collections/Posts/MyComponent2.js#MyComponent2', // <= has to be a relative path based on a baseDir configured in the Payload config - NOT relative based on the importing file
  },
},
```

### Local API within Next.js routes

Previously, if you used the Payload Local API within Next.js pages, all
the client-side modules are being added to the bundle for that specific
page, even if you only need server-side functionality.

This `/test` route, which uses the Payload local API, was previously 460
kb. It is now down to 91 kb and does not bundle the Payload client-side
admin panel anymore.

All tests done
[here](https://github.com/payloadcms/payload-3.0-demo/tree/feat/path-test)
with beta.67/PR, db-mongodb and default richtext-lexical:

**dev /admin before:**
![CleanShot 2024-07-29 at 22 49
12@2x](https://github.com/user-attachments/assets/4428e766-b368-4bcf-8c18-d0187ab64f3e)

**dev /admin after:**
![CleanShot 2024-07-29 at 22 50
49@2x](https://github.com/user-attachments/assets/f494c848-7247-4b02-a650-a3fab4000de6)

---

**dev /test before:**
![CleanShot 2024-07-29 at 22 56
18@2x](https://github.com/user-attachments/assets/1a7e9500-b859-4761-bf63-abbcdac6f8d6)

**dev /test after:**
![CleanShot 2024-07-29 at 22 47
45@2x](https://github.com/user-attachments/assets/f89aa76d-f2d5-4572-9753-2267f034a45a)

---

**build before:**
![CleanShot 2024-07-29 at 22 57
14@2x](https://github.com/user-attachments/assets/5f8f7281-2a4a-40a5-a788-c30ddcdd51b5)

**build after::**
![CleanShot 2024-07-29 at 22 56
39@2x](https://github.com/user-attachments/assets/ea8772fd-512f-4db0-9a81-4b014715a1b7)

### Usage of the Payload Local API / config outside of Next.js

This will make it a lot easier to use the Payload config / local API in
other, server-side contexts. Previously, you might encounter errors due
to client files (like .scss files) not being allowed to be imported.

## Client Config

Deprecates the component map by merging its logic into the client
config. The main goal of this change is for performance and
simplification. There was no need to deeply iterate over the Payload
config twice, once for the component map, and another for the client
config. Instead, we can do everything in the client config one time.
This has also dramatically simplified the client side prop drilling
through the UI library. Now, all components can share the same client
config which matches the exact shape of their Payload config (with the
exception of non-serializable props and mapped custom components).

This is breaking change. The `useComponentMap` hook no longer exists,
and most component props have changed (for the better):

```ts
const { componentMap } = useComponentMap() // old
const { config } = useConfig() // new
```

The `useConfig` hook has also changed in shape, `config` is now a
property _within_ the context obj:

```ts
const config = useConfig() // old
const { config } = useConfig() // new
```

## Custom Client Components are no longer server rendered

Previously, custom components would be server-rendered, no matter if
they are server or client components. Now, only server components are
rendered on the server. Client components are automatically detected,
and simply get passed through as `MappedComponent` to be rendered fully
client-side.

The benefit of this change:

Custom client components can now receive props. Previously, the only way
for them to receive dynamic props from a parent client component was to
use hooks, e.g. `useFieldProps()`. Now, we do have the option of passing
in props to the custom components directly, if they are client
components. This will be simpler than having to look for the correct
hook.

This makes rendering them on the client a little bit more complex, as
you now have to check if that component is a server component (=>
already has been rendered) or a client component (=> not rendered yet,
has to be rendered here). However, this added complexity has been
alleviated through the easy-to-use `<RenderMappedComponent />` helper.

This helper now also handles rendering arrays of custom components (e.g.
beforeList, beforeLogin ...), which actually makes rendering custom
components easier in some cases.

## Misc improvements

This PR includes misc, breaking changes. For example, we previously
allowed unions between components and config object for the same
property. E.g. for the custom view property, you were allowed to pass in
a custom component or an object with other properties, alongside a
custom component.

Those union types are now gone. You can now either pass an object, or a
component. The previous `{ View: MyViewComponent}` is now `{ View: {
Component: MyViewComponent} }` or `{ View: { Default: { Component:
MyViewComponent} } }`.

This dramatically simplifies the way we read & process those properties,
especially in buildComponentMap. We can now simply check for the
existence of one specific property, which always has to be a component,
instead of running cursed runtime checks on a shared union property
which could contain a component, but could also contain functions or
objects.

![CleanShot 2024-07-29 at 23 07
07@2x](https://github.com/user-attachments/assets/1e75aa4c-7a4c-419f-9070-216bb7b9a5e5)

![CleanShot 2024-07-29 at 23 09
40@2x](https://github.com/user-attachments/assets/b4c96450-6b7e-496c-a4f7-59126bfd0991)

- [x] I have read and understand the
[CONTRIBUTING.md](https://github.com/payloadcms/payload/blob/main/CONTRIBUTING.md)
document in this repository.

---------

Co-authored-by: PatrikKozak <patrik@payloadcms.com>
Co-authored-by: Paul <paul@payloadcms.com>
Co-authored-by: Paul Popus <paul@nouance.io>
Co-authored-by: Jacob Fletcher <jacobsfletch@gmail.com>
Co-authored-by: James <james@trbl.design>
2024-08-13 12:54:33 -04:00

307 lines
14 KiB
Plaintext

---
title: Customizing Views
label: Customizing Views
order: 50
desc:
keywords:
---
Views are the individual pages that make up the [Admin Panel](./overview), such as the Dashboard, List, and Edit views. One of the most powerful ways to customize the Admin Panel is to create Custom Views. These are [Custom Components](./components) that can either replace built-in views or can be entirely new.
There are four types of views within the Admin Panel:
- [Root Views](#root-views)
- [Collection Views](#collection-views)
- [Global Views](#global-views)
- [Document Views](#document-views)
To swap in your own Custom Views, consult the list of available components. Determine the scope that corresponds to what you are trying to accomplish, then [author your React component(s)](#building-custom-views) accordingly.
## Root Views
Root Views are the main views of the [Admin Panel](./overview). These are views that are scoped directly under the `/admin` route, such as the Dashboard or Account views.
To easily swap Root Views with your own, or to [create entirely new ones](#adding-new-root-views), use the `admin.components.views` property of your root [Payload Config](../configuration/overview):
```ts
import { buildConfig } from 'payload'
const config = buildConfig({
// ...
admin: {
components: {
views: {
dashboard: {
Component: '/path/to/MyCustomDashboardView#MyCustomDashboardViewComponent', // highlight-line
}
},
},
},
})
```
_For details on how to build Custom Views, see [Building Custom Views](#building-custom-views)._
The following options are available:
| Property | Description |
| --------------- | ----------------------------------------------------------------------------- |
| **`account`** | The Account view is used to show the currently logged in user's Account page. |
| **`dashboard`** | The main landing page of the [Admin Panel](./overview). |
For more granular control, pass a configuration object instead. Payload exposes the following properties for each view:
| Property | Description |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **`Component`** \* | Pass in the component that should be rendered when a user navigates to this route. |
| **`path`** \* | Any valid URL path or array of paths that [`path-to-regexp`](https://www.npmjs.com/package/path-to-regex) understands. |
| **`exact`** | Boolean. When true, will only match if the path matches the `usePathname()` exactly. |
| **`strict`** | When true, a path that has a trailing slash will only match a `location.pathname` with a trailing slash. This has no effect when there are additional URL segments in the pathname. |
| **`sensitive`** | When true, will match if the path is case sensitive. |
_\* An asterisk denotes that a property is required._
### Adding New Views
To add a _new_ views to the [Admin Panel](./overview), simply add your own key to the `views` object with at least a `path` and `Component` property. For example:
```ts
import { buildConfig } from 'payload'
const config = buildConfig({
// ...
admin: {
components: {
views: {
// highlight-start
myCustomView: {
// highlight-end
Component: '/path/to/MyCustomView#MyCustomViewComponent',
path: '/my-custom-view',
},
},
},
},
})
```
The above example shows how to add a new [Root View](#root-views), but the pattern is the same for [Collection Views](#collection-views), [Global Views](#global-views), and [Document Views](#document-views). For help on how to build your own Custom Views, see [Building Custom Views](#building-custom-views).
<Banner type="warning">
<strong>Note:</strong>
<br />
Routes are cascading, so unless explicitly given the `exact` property, they will
match on URLs that simply _start_ with the route's path. This is helpful when creating catch-all
routes in your application. Alternatively, define your nested route _before_ your parent
route.
</Banner>
## Collection Views
Collection Views are views that are scoped under the `/collections` route, such as the Collection List and Document Edit views.
To easily swap out Collection Views with your own, or to [create entirely new ones](#adding-new-views), use the `admin.components.views` property of your [Collection Config](../collections/overview):
```ts
import type { SanitizedCollectionConfig } from 'payload'
export const MyCollectionConfig: SanitizedCollectionConfig = {
// ...
admin: {
components: {
views: {
edit: {
Component: '/path/to/MyCustomEditView', // highlight-line
}
},
},
},
}
```
_For details on how to build Custom Views, see [Building Custom Views](#building-custom-views)._
<Banner type="warning">
<strong>Note:</strong>
The `Edit` property will replace the _entire_ Edit View, including the title, tabs, etc., _as well as all nested [Document Views](#document-views)_, such as the API, Live Preview, and Version views. To replace only the Edit View precisely, use the `Edit.Default` key instead.
</Banner>
The following options are available:
| Property | Description |
| ---------- | ----------------------------------------------------------------------------------------------------------------- |
| **`edit`** | The Edit View is used to edit a single document for any given Collection. [More details](#document-views). |
| **`list`** | The List View is used to show a list of documents for any given Collection. |
<Banner type="success">
<strong>Note:</strong>
You can also add _new_ Collection Views to the config by adding a new key to the `views` object with at least a `path` and `Component` property. See [Adding New Views](#adding-new-views) for more information.
</Banner>
## Global Views
Global Views are views that are scoped under the `/globals` route, such as the Document Edit View.
To easily swap out Global Views with your own or [create entirely new ones](#adding-new-views), use the `admin.components.views` property in your [Global Config](../globals/overview):
```ts
import type { SanitizedGlobalConfig } from 'payload'
export const MyGlobalConfig: SanitizedGlobalConfig = {
// ...
admin: {
components: {
views: {
edit: '/path/to/MyCustomEditView', // highlight-line
},
},
},
})
```
_For details on how to build Custom Views, see [Building Custom Views](#building-custom-views)._
<Banner type="warning">
<strong>Note:</strong>
The `Edit` property will replace the _entire_ Edit View, including the title, tabs, etc., _as well as all nested [Document Views](#document-views)_, such as the API, Live Preview, and Version views. To replace only the Edit View precisely, use the `Edit.Default` key instead.
</Banner>
The following options are available:
| Property | Description |
| ---------- | ------------------------------------------------------------------- |
| **`edit`** | The Edit View is used to edit a single document for any given Global. [More details](#document-views). |
<Banner type="success">
<strong>Note:</strong>
You can also add _new_ Global Views to the config by adding a new key to the `views` object with at least a `path` and `Component` property. See [Adding New Views](#adding-new-views) for more information.
</Banner>
## Document Views
Document Views are views that are scoped under the `/collections/:collectionSlug/:id` or the `/globals/:globalSlug` route, such as the Edit View or the API View. All Document Views keep their overall structure across navigation changes, such as their title and tabs, and replace only the content below.
To easily swap out Document Views with your own, or to [create entirely new ones](#adding-new-document-views), use the `admin.components.views.Edit[key]` property in your [Collection Config](../collections/overview) or [Global Config](../globals/overview):
```ts
import type { SanitizedCollectionConfig } from 'payload'
export const MyCollectionOrGlobalConfig: SanitizedCollectionConfig = {
// ...
admin: {
components: {
views: {
edit: {
api: {
Component: '/path/to/MyCustomAPIViewComponent', // highlight-line
},
},
},
},
},
})
```
_For details on how to build Custom Views, see [Building Custom Views](#building-custom-views)._
<Banner type="warning">
<strong>Note:</strong>
If you need to replace the _entire_ Edit View, including _all_ nested Document Views, use the `Edit` key itself. See [Custom Collection Views](#collection-views) or [Custom Global Views](#global-views) for more information.
</Banner>
The following options are available:
| Property | Description |
| ----------------- | --------------------------------------------------------------------------------------------------------------------------- |
| **`default`** | The Default view is the primary view in which your document is edited. |
| **`versions`** | The Versions view is used to view the version history of a single document. [More details](../versions). |
| **`version`** | The Version view is used to view a single version of a single document for a given collection. [More details](../versions). |
| **`api`** | The API view is used to display the REST API JSON response for a given document. |
| **`livePreview`** | The LivePreview view is used to display the Live Preview interface. [More details](../live-preview). |
### Document Tabs
Each Document View can be given a new tab in the Edit View, if desired. Tabs are highly configurable, from as simple as changing the label to swapping out the entire component, they can be modified in any way. To add or customize tabs in the Edit View, use the `tab` key:
```ts
import type { SanitizedCollectionConfig } from 'payload'
export const MyCollection: SanitizedCollectionConfig = {
slug: 'my-collection',
admin: {
components: {
views: {
edit: {
myCustomTab: {
Component: '/path/to/MyCustomTab',
path: '/my-custom-tab',
tab: {
Component: '/path/to/MyCustomTabComponent' // highlight-line
}
},
anotherCustomTab: {
Component: '/path/to/AnotherCustomView',
path: '/another-custom-view',
// highlight-start
tab: {
label: 'Another Custom View',
href: '/another-custom-view',
}
// highlight-end
},
},
},
},
},
}
```
<Banner type="warning">
<strong>Note:</strong>
This applies to _both_ Collections _and_ Globals.
</Banner>
## Building Custom Views
Custom Views are just [Custom Components](./components) rendered at the page-level. To understand how to build Custom Views, first review the [Building Custom Components](./components#building-custom-components) guide. Once you have a Custom Component ready, you can use it as a Custom View.
```ts
import type { SanitizedCollectionConfig } from 'payload'
export const MyCollectionConfig: SanitizedCollectionConfig = {
// ...
admin: {
components: {
views: {
edit: {
Component: '/path/to/MyCustomView' // highlight-line
}
},
},
},
}
```
Your Custom Views will be provided with the following props:
| Prop | Description |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **`user`** | The currently logged in user. |
| **`locale`** | The current [Locale](../configuration/localization) of the [Admin Panel](./overview). |
| **`navGroups`** | The grouped navigation items according to `admin.group` in your [Collection Config](../collections/overview) or [Global Config](../globals/overview). |
| **`params`** | An object containing the [Dynamic Route Parameters](https://nextjs.org/docs/app/building-your-application/routing/dynamic-routes). |
| **`permissions`** | The permissions of the currently logged in user. |
| **`searchParams`** | An object containing the [Search Parameters](https://developer.mozilla.org/docs/Learn/Common_questions/What_is_a_URL#parameters). |
| **`visibleEntities`** | The current user's visible entities according to your [Access Control](../access-control/overview). |
<Banner type="success">
<strong>Reminder:</strong>
All [Custom Server Components](./components) receive `payload` and `i18n` by default. See [Building Custom Components](./components#building-custom-components) for more details.
</Banner>
<Banner type="warning">
<strong>Important:</strong>
It's up to you to secure your custom views. If your view requires a user to be logged in or to
have certain access rights, you should handle that within your view component yourself.
</Banner>