Shifting Into Overdrive: Email Templating Example

It is almost guaranteed that the systems you work on need to send automated emails to the users, either as receipts for online purchases or for system-event notifications. These emails are very likely dynamic, such as the case of an email receipt listing the items purchased, their costs, and an order number. There are many technical solutions to this problem, including using JSP or tokenized regular-expression substitutions. Velocity, of course, is the recommended solution here, as it provides all of the needed flexibility and a straightforward template language allowing even your end users customization capabilities.

This example is going to pull out all of the stops illustrating the majority of Velocity's capabilities. Our user story is this:

Implement a Java method that accepts an Order and sends a receipt email to the customer. The email format must allow easy runtime customization.

From a top-down approach, our method interface is:

public void sendReceipt(Order order) throws Exception

An Order is a Java object encapsulating a Customer, order line items (a collection of Items), order number generation, and a method to compute the order total.

import java.util.List;
import java.util.Iterator;
import java.util.Date;

public class Order {
  private Customer customer;
  private List lineItems;
  private String orderNumber;

  public Order (Customer customer, List lineItems) {
    this.customer = customer;
    this.lineItems = lineItems;

    // for example purposes, "generate" a simple order number.
    orderNumber = customer.getId() + "-" + new Date().getTime();
  }

  public Customer getCustomer() {
    return customer;
  }

  public List getLineItems() {
    return lineItems;
  }

  public String getOrderNumber() {
    return orderNumber;
  }

  public float total() {
    float total = 0;
    for (Iterator iterator = lineItems.iterator(); iterator.hasNext();) {
      Item item = (Item) iterator.next();
      total += item.getCost();
    }
    return total;
  }
}

Customer and Item are fairly typical JavaBeans, shown below.

public class Customer {
  private String firstName;
  private String lastName;
  private String email;

  public Customer (String firstName, String lastName, String email) {
    this.firstName = firstName;
    this.lastName = lastName;
    this.email = email;
  }

  public String getFirstName() {
    return firstName;
  }

  public String getLastName() {
    return lastName;
  }

  public String getEmail() {
    return email;
  }

  /**
   * For demonstration purposes, an id is a concatenation of
   * first and last initials
   */
  public String getId() {
    return "" + firstName.charAt(0) + lastName.charAt(0);
  }
}


public class Item {
  private String description;
  private float cost;

  public Item(String description, float cost) {
    this.description = description;
    this.cost = cost;
  }

  public String getDescription() {
    return description;
  }

  public float getCost() {
    return cost;
  }
}

Now that we've got the underlying details out of the way, the Emailer class usage becomes:

  /**
   * Example usage of Emailer functionality
   */
  public static void main(String[] args) throws Exception {
    Emailer emailer = new Emailer();

    ArrayList lineItems = new ArrayList();
    lineItems.add(new Item("Java Development with Ant", 44.95f));
    lineItems.add(new Item("Lucene in Action", 41.37f));

    Customer customer = new Customer("Duke", "Jahvah", "duke@java.net");

    emailer.sendReceipt(new Order(customer, lineItems));
  }

Still no view of Velocity -- this is an intentional design decision, to keep things decoupled and cohesive. The Emailer class itself fully encapsulates the use of the Velocity API. Velocity is transparent to developers using Emailer, except for the need to create a corresponding template. Before we proceed deeper into the code, we need to first analyze the end goal, an actual email. Here is an example email:

Duke,

Thank you for your purchase.
Your order number is DJ-1070292605890.

Description                    Cost
Java Development with Ant      $44.95
Lucene in Action               $41.37

Total                          $86.32

Visit us again at http://java.net!

Seeing an actual email body gives us some insight into some implementation details. First, note some formatting concerns. The description is output in a fixed-width style. Cost and total are formatted as currency. If our system is designed to service multiple stores, store information such as the URL in the last line perhaps should be provided dynamically into the context rather than being fixed text in the template. One final foreshadowing of the issues to address: what about the subject of the email? Shouldn't this be customizable using the same type of templating?

Continuing the outside-in zoom into Emailer, we see the Emailer constructor and the sendReceipt method.

import org.apache.velocity.app.VelocityEngine;
import org.apache.velocity.Template;
import org.apache.velocity.VelocityContext;
import org.apache.velocity.runtime.resource.loader.ClasspathResourceLoader;

import java.util.ArrayList;
import java.util.Properties;
import java.util.HashMap;
import java.io.StringWriter;

public class Emailer {

  VelocityEngine engine = new VelocityEngine();

  public Emailer() throws Exception {
    configure(engine);
  }

  /**
   * "Sends" (actually writes to System.out for demonstration
   * purposes) a receipt e-mail for the specified order.
   */
  public void sendReceipt(Order order) throws Exception {
    Template template = engine.getTemplate("email.vm");

    VelocityContext context = createContext();
    context.put("order", order);

    StringWriter writer = new StringWriter();
    template.merge(context, writer);
    writer.close();

    System.out.println("To: " + order.getCustomer().getEmail());
    System.out.println("Subject: " + context.get("subject"));
    System.out.println(writer.getBuffer());
  }

  // ...configure and createContext coming soon...
}

A few new tricks are introduced here. First, VelocityEngine is used, rather than the singleton Velocity seen in the earlier examples. VelocityEngine is an instance-based way to invoke the templating merge, keeping configuration separate from other instances, whereas the singleton does not. The template is external to our code (more on this later). Also of note is the call to context.get("subject"). The context is not a one-way "push," thus allowing the template to inject items back into it. In this case, our template pushes an email "subject" string into the context and the sendReceipt method retrieves it. It is handy to keep the subject and body of an email close together, and placing them both in the same template allows for customization of both the subject and body in one spot.

Configuration of Resource Loaders

The trickiest thing when working with Velocity is configuration. Several configuration options are available with Velocity. For the Emailer example, Velocity needs to know how to find the template. Velocity has a resource loader abstraction with built-in loaders to retrieve templates from the file system, the classpath, or a data source. Custom resource loaders could be written to retrieve templates in a way custom to your architecture if needed. Our email.vm (.vm for Velocity macro) template is not hardcoded into our source code. Rather, it lives as a file on the classpath. Velocity can be configured either through the API, or through a velocity.properties file. I prefer controlling it through the API to avoid the issue of where to put the velocity.properties file. Most of Velocity's documentation, however, will show configuration using the properties-file syntax. Configuring through the API is a simple translation; here is the properties file equivalent of the configure method:

resource.loader=classpath
classpath.resource.loader.class=org.apache.velocity.runtime.resource.loader.ClasspathResourceLoader

Using some provided constants, the same configuration is achieved using the API. The term classpath in the configuration examples is an arbitrary name used to tie the classname (and potentially other configuration) to a specific loader.

  /**
   * Configures the engine to use classpath to find templates
   */
  private void configure(VelocityEngine engine) throws Exception {
    Properties props = new Properties();
    props.setProperty(VelocityEngine.RESOURCE_LOADER, "classpath");
    props.setProperty("classpath." + VelocityEngine.RESOURCE_LOADER + ".class",
                      ClasspathResourceLoader.class.getName());
    engine.init(props);
  }

Refer to the Velocity Developer's Guide for more details on configuring resource loaders and other parameters.

Emailer Context

To put the final touches on our Emailer class, our context is created with more than just the Order object. In order to give our template control over formatting (rather than forcing our Java code to deal with it less flexibly), a formatter tool is placed in the context. General store information is injected into the context as a Map.

  /**
   * Creates a Velocity context and adds a formatter tool
   * and store information.
   */
  private VelocityContext createContext() {
    VelocityContext context = new VelocityContext();
    context.put("formatter", new Formatter());

    HashMap store = new HashMap();
    store.put("name", "java.net Bookstore");
    store.put("url", "http://java.net");

    context.put("store", store);
    return context;
  }

Formatter is the final Java code to show before we get to the template. Two formatting functions are needed: padding or truncating a string to fixed width, and converting a float amount into a pleasant, locale-dependent currency display.

import java.text.Format;
import java.text.NumberFormat;

public class Formatter {
  public String currency(float amount) {
    Format formatter = NumberFormat.getCurrencyInstance();
    return formatter.format(new Float(amount));
  }

  public String pad(String string, int width) {
    if (string.length() >= width) {
      return string.substring(0, width);
    }

    StringBuffer output = new StringBuffer(string);
    for (int i=0; i < (width - string.length()); i++) {
      output.append(' ');
    }

    return output.toString();
  }

}

Nearing the Finish Line: The Email Template

Even though we're on our last lap, keep your seat belts fastened. The email.vm template utilizes several VTL directives, including the cool #macro. A detailed analysis of the template follows.

 1. #set ($customer = ${order.customer})
 2. #macro(currency $amount)${formatter.currency($amount)}#end
 3. #macro(pad $string)${formatter.pad($string, 30)}#end
 4. #macro(description $item)#pad($item.description)#end
 5.
 6. ${customer.firstName},
 7.
 8. Thank you for your purchase.
 9. Your order number is ${order.orderNumber}.
10.
11. #pad("Description") Cost
12. #foreach ($item in ${order.lineItems})
13. #description($item) #currency(${item.cost})
14.
15. #end
16.
17. #pad("Total") #currency($order.total())
18.
19.
20. Visit us again at ${store.url}!
21.
22. #set ($subject="${store.name} receipt")

The line numbers on the left are not part of the original template, but rather for discussion purposes. Lines 6 through 20 make up the email body. The only objects in the Velocity context are order, store, and formatter.

Line 6 refers to customer.firstName. The customer object was created on Line 1 using #set. It is merely there for convenience, simplifying access to the customer object that is nested within the order object. First name could also be displayed using ${order.customer.firstName}.

Column headings are generated on Line 11. To keep things aligned, the #pad macro is defined on Line 3, wrapping the Formatter.pad method invocation. This keeps the width in one place within the template. The item descriptions are also padded, but they go through a #description wrapper around #pad that is Item aware. Alternatively, #pad could have been used on Line 13, like #pad($item.description).

Currency is formatted on both Lines 13 and 17. On Line 17, the Order.total() method is invoked.

The URL to the store, rather than being fixed in the template, comes from the store context object. This context object is a Map that contains a url-named entry. Pleasantly, the template deals with object properties and map entries identically, so it is possible to switch the underlying implementation of the context object without affecting the template.

And finally, Line 22 performs the trick previously mentioned, injecting a subject object into the context, which is retrieved after the merge in Emailer.sendReceipt.

White space is always an issue with templating engines. Velocity does some intelligent things to collapse white space, but experience shows that experimentation is needed to tweak a template into generating the exact desired output. The #macro and #set directives on Lines 1-4 and 22 do not directly cause any output during the merge. Notice that the #macro definitions are completely collapsed to avoid them generating undesirable spaces when used later in the template. The blank Line 14 is needed to put each item on a separate line.

Lane Ends, Merge Right

This has been a speedy look at Velocity, yet all of the major pieces have been covered. Adding Velocity to your technical toolkit is highly recommended. A general-purpose templating engine comes in handy in many aspects of development, and Velocity is the best one for the Java language. This look at Velocity covered one primary use, generating automated emails; there are many other uses, which can be extrapolated from the examples provided here. For example, generating HTML output from a web application using Velocity merely involves morphing the code shown in Emailer into a servlet (but refer to Resources before doing so, as several such implementations are already available). More details on Velocity's syntax, API, and configuration were intentionally omitted from this article, since these are covered in Velocity's excellent provided documentation.

Resources