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feat(richtext-lexical): unify lexical nested fields with document form state#15683

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feat(richtext-lexical): unify lexical nested fields with document form state#15683
AlessioGr wants to merge 71 commits intomainfrom
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@AlessioGr AlessioGr commented Feb 19, 2026

Fixes #10942

Before

Lexical nodes with nested fields (blocks, inline blocks, links, uploads) were fully isolated from the parent document's form system. Each node type managed its own form lifecycle: block and inline block components rendered their own <Form> component directly on the page, with their own initialState built via a dedicated buildInitialState utility, their own state reducer, and their own onChange hooks to sync field changes back into the Lexical node via editor.update(). Links and uploads did the same when their editing drawers opened.

This meant every node with sub-fields was effectively a mini-document with its own form context and submission flow that we had to handle manually - completely separate from the parent document form. From the perspective of Payload's form system, these fields didn't exist: useAllFormFields(), useFormFields(), and other form hooks couldn't see them. They were buried inside the rich text field's serialized JSON value.

After

Nested Lexical fields now live in the parent document's form state, just like array fields, standard blocks, and top-level fields. A lexical block's text field sits at lexicalField.{nodeId}.fieldName in the same flat FormState map. The node ID is the bridge between the freeform Lexical JSON tree and the flat form state - it's the one stable identifier every node with sub-fields already has. Editing drawers read from and write to the parent form state directly. Creation drawers (where no node exists yet) still use an isolated <Form> with their own server-side form state initialization.

Why

Consistency and simplicity. Nested Lexical fields are Payload fields - they're defined with the same field config, validated the same way, stored the same way. There was no reason for them to be invisible to the rest of the form system. This change makes them first-class fields, which means any component, plugin, or custom hook can read and write Lexical sub-fields using standard form hooks. It also simplifies the client-side architecture: node components no longer need to manage their own state lifecycle.

How

Server: Form state population

A new buildFormState method on the RichTextAdapter interface lets the Lexical adapter hook into the existing form state pipeline. During server-side form state construction, the adapter walks the serialized Lexical tree, finds nodes with sub-fields via feature-provided getSubFieldsData and getSchemaPath functions, and calls the standard iterateFields utility to populate form state entries under {richTextPath}.{nodeId}.*. This works the same way generateSchemaMap already works for the schema map.

Server: Persistence

On save, a beforeChange hook merges flat form state values back into the Lexical JSON tree before persistence.

Client: Node components

Node components no longer receive full field data objects from decorate(). They receive only structural identifiers (blockType, id, nodeKey) and read user-editable field data from the parent form state via useFormFields.

Client: Drawers

Drawers use two rendering modes based on whether a node already exists:

  • Editing (nodeId present): InlineDrawerContent renders fields inline within the parent document form. The parentPath is set to {richTextFieldPath}.{nodeId}, so fields read from and write to the parent form state directly. RenderLexicalFields wraps the fields to sync changes back to the Lexical node.
  • Creation (no nodeId): StandaloneDrawerContent renders its own <Form> with server-side form state initialization. On submit, the data is used to create the new Lexical node.

Client: Bidirectional field sync

Since field data now has two homes - the flat form state (source of truth for the UI) and the Lexical node tree (source of truth for serialization) - changes in either direction need to be propagated to the other.

Form → node (RenderLexicalFields): Wraps RenderFields with a FieldChangeNotifierProvider. When any child field calls useField().setValue(), the notifier fires with the field's path and new value. Changes are batched via requestAnimationFrame and flushed to the Lexical node via node.setSubFieldValue() inside editor.update().

Node → form (NodeFieldsSyncPlugin): An always-loaded Lexical plugin that handles the reverse direction. When code programmatically calls node.setFields() or node.setSubFieldValue() (e.g., a toolbar button modifying an inline block's data), the plugin detects the change via registerUpdateListener, compares the node's fields against the current form state, and pushes any differences into form state via dispatchFields.

No explicit cycle prevention is needed between the two: NodeFieldsSyncPlugin calls dispatchFields (React reducer dispatch) directly, which never triggers FieldChangeNotifier - that callback only fires from useField().setValue(). In the other direction, by the time RenderLexicalFields flushes to the node, the form state already holds the matching value, so the plugin's comparison finds no diff and skips.

Todo

  • Wait for 4.0 branch
  • Currently, the new buildFormState method on the RichTextAdapter, and the others, serve as extensions of the built-in payload buildFormState handling. We should change these to just one generic method that returns the fields and the data (same object reference), and then have Payload handle all the recursion

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github-actions bot commented Feb 19, 2026

📦 esbuild Bundle Analysis for payload

This analysis was generated by esbuild-bundle-analyzer. 🤖

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Details

Next to the size is how much the size has increased or decreased compared with the base branch of this PR.

  • ‼️: Size increased by 20% or more. Special attention should be given to this.
  • ⚠️: Size increased in acceptable range (lower than 20%).
  • ✅: No change or even downsized.
  • 🗑️: The out file is deleted: not found in base branch.
  • 🆕: The out file is newly found: will be added to base branch.

@AlessioGr AlessioGr added the 4.0 label Feb 24, 2026
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Lexical Block fields are not accessible via schema path provided by useAllFormFields and related React Hooks

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