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feat(ui): make query-presets editable from the form view#15657

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GermanJablo merged 15 commits intomainfrom
GermanJablo/create-query-preset
Feb 20, 2026
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feat(ui): make query-presets editable from the form view#15657
GermanJablo merged 15 commits intomainfrom
GermanJablo/create-query-preset

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@GermanJablo GermanJablo commented Feb 17, 2026

Right now the only way to create/edit a preset is from the list view (build the query there, then “Save as preset”). The preset document form uses read-only admin components for where, columns, and groupBy. This PR replace those with a WhereBuilder (and similar for columns/groupBy) so presets can be created and edited directly in the document form, without depending on the list view.

Before

Screen.Recording.2026-02-18.at.11.48.04.mov

After

Screen.Recording.2026-02-17.at.18.15.34.mov

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github-actions bot commented Feb 17, 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.


export type WhereBuilderProps = {
readonly collectionPluralLabel: SanitizedCollectionConfig['labels']['plural']
readonly collectionPluralLabel?: SanitizedCollectionConfig['labels']['plural']
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Optional so the preset form can omit it; we derive it from getEntityConfig in form mode (see index.tsx).

await expect(whereFieldContent).toBeVisible()
await expect(whereFieldContent).toContainText('No where query')
// Verify the Where field is visible (empty state: "Add Filter" or "No filters set")
const whereField = editModal.locator('.query-preset-where-field')
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Assertions updated for editable WhereBuilder: we check for the builder and empty state instead of read-only ‘No where query’.

// Verify the Columns field is visible and has 4 selected pills (same as default columns in list view)
const columnsField = editModal.locator('.query-preset-columns-field')
await expect(columnsField).toBeVisible()
await expect(columnsField.locator('.pill-selector__pill--selected')).toHaveCount(4)
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A small UX improvement: now the columns that appear by default are the same as those that should appear by default in list view according to the Payload config.

await expect(groupByField.locator('.group-by-builder')).toBeVisible()
await expect(groupByField).toContainText('Text')
await expect(groupByField).toContainText('ascending')
await expect(groupByField).toContainText(/ascending/i)
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In the groupBy builder, "Ascending" is capitalized, hence the change

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Pull request overview

This PR enhances the query presets feature by making the preset document form fully editable. Previously, users could only create/edit presets from the list view by building a query and saving it as a preset. Now, the Where, Columns, and GroupBy fields in the preset form use interactive builders (WhereBuilder, PillSelector, GroupByBuilder) instead of read-only admin components, enabling direct creation and editing of presets from the document form.

Changes:

  • Refactored WhereBuilder and GroupByBuilder to support dual-mode operation: list query state (original) and form-controlled mode (new)
  • Replaced read-only display components in QueryPresets fields with interactive builders (WhereBuilder, GroupByBuilder, PillSelector)
  • Updated e2e tests to reflect new UI elements and interaction patterns

Reviewed changes

Copilot reviewed 12 out of 12 changed files in this pull request and generated 1 comment.

Show a summary per file
File Description
packages/ui/src/elements/WhereBuilder/types.ts Added onChange and value props to make WhereBuilder controllable from forms
packages/ui/src/elements/WhereBuilder/index.tsx Implemented dual-mode support: form-controlled via onChange/value or list query state
packages/ui/src/elements/WhereBuilder/Condition/index.tsx Made filterOptions and RenderedFilter optional for form mode usage
packages/ui/src/elements/WhereBuilder/Condition/Text/index.tsx Added null-safe access to field.hasMany property
packages/ui/src/elements/WhereBuilder/Condition/DefaultFilter/index.tsx Added fallback empty object for optional filterOptions
packages/ui/src/elements/QueryPresets/fields/WhereField/index.tsx Replaced custom read-only display with WhereBuilder component
packages/ui/src/elements/GroupByBuilder/index.tsx Implemented dual-mode support and extracted form/list logic into separate handlers
packages/ui/src/elements/QueryPresets/fields/GroupByField/index.tsx Replaced read-only Pill display with interactive GroupByBuilder
packages/ui/src/elements/QueryPresets/fields/ColumnsField/index.tsx Replaced read-only Pill display with interactive PillSelector
packages/ui/src/utilities/getColumns.ts Consolidated imports from payload/shared into single line
test/query-presets/e2e.spec.ts Updated test selectors and expectations to match new interactive UI components
test/group-by/e2e.spec.ts Updated test selectors to use .group-by-builder and adjusted case expectations

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const newColumns = currentColumns.map((col) =>
col.accessor === pill.name ? { ...col, active: !col.active } : col,
)
setValue(newColumns.length ? newColumns : undefined)
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The condition newColumns.length ? newColumns : undefined will always be truthy as long as there are columns in the array, regardless of whether any are actually selected (active). This means you cannot clear all column selections. Consider checking if at least one column is active instead: newColumns.some(col => col.active) ? newColumns : undefined or simply always save newColumns without the conditional.

Suggested change
setValue(newColumns.length ? newColumns : undefined)
setValue(newColumns.some((col) => col.active) ? newColumns : undefined)

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@GermanJablo GermanJablo enabled auto-merge (squash) February 20, 2026 12:45
@GermanJablo GermanJablo merged commit 575f8e9 into main Feb 20, 2026
302 of 304 checks passed
@GermanJablo GermanJablo deleted the GermanJablo/create-query-preset branch February 20, 2026 12:59
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🚀 This is included in version v3.78.0

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