Email System Documentation

Overview

The email system consists of three focused classes that provide clear separation of concerns:

  • EmailMessage: Fluent API for composing email messages
  • EmailTemplate: Template processing (conditionals, variables)
  • EmailSender: All sending logic with service selection and fallback
Inbound email forwarding is handled by the Email Forwarding plugin — see Email Forwarding Plugin for setup, admin usage, and server configuration.

Architecture

EmailMessage Class

A clean, fluent API for email composition:

// Create from template
$message = EmailMessage::fromTemplate('activation_content', [
    'act_code' => 'ABC123',
    'resend' => false,
    'recipient' => $user->export_as_array()
]);
$message->from('[email protected]', 'Admin')
        ->to('[email protected]', 'John Doe')
        ->subject('Activate Your Account');

// Create manually
$message = EmailMessage::create('[email protected]', 'Subject', 'Body content')
                       ->from('[email protected]');

Key Methods:

  • fromTemplate($name, $values) - Create from database template
  • create($to, $subject, $body) - Create simple message
  • from($email, $name) - Set sender
  • to($email, $name) - Add recipient
  • cc($email, $name) - Add CC recipient
  • bcc($email, $name) - Add BCC recipient
  • subject($subject) - Set subject
  • html($content) - Set HTML body
  • text($content) - Set plain text body
  • attachment($path, $name) - Add attachment
  • header($name, $value) - Add custom header

EmailSender Class

Handles all sending operations with service selection:

// Send a message
$sender = new EmailSender();
$result = $sender->send($message);

// Quick send (uses default template if HTML detected)
$result = EmailSender::quickSend(
    '[email protected]', 
    'Subject', 
    '<p>HTML content</p>'
);

// Send from template
$result = EmailSender::sendTemplate(
    'welcome_email', 
    '[email protected]',
    ['name' => 'John', 'recipient' => $user->export_as_array()]
);

// Batch send (uses provider's native batch API when available)
$recipients = ['[email protected]', '[email protected]'];
$result = $sender->sendBatch($message, $recipients);
// Returns: ['success' => bool, 'failed_recipients' => string[]]

Service Selection:

  • Primary service: email_service setting (mailgun/smtp)
  • Fallback service: email_fallback_service setting
  • Automatic fallback if primary fails
  • Queue failed emails for retry

EmailTemplate Class

Focused on template processing:

// Direct template processing (rarely needed - use EmailMessage instead)
$template = new EmailTemplate('activation_content');
$template->fill_template([
    'act_code' => 'ABC123',
    'resend' => false,
    'recipient' => $user->export_as_array()
]);

// Get processed content
$subject = $template->getSubject();
$html = $template->getHtml();
$text = $template->getText();

Development Patterns

Recommended Approach

// For new code - use EmailMessage + EmailSender
$message = EmailMessage::fromTemplate('welcome_email', [
    'user_name' => $user->get('usr_name'),
    'activation_code' => $code,
    'recipient' => $user->export_as_array()
]);

$message->from('[email protected]', 'Example Site')
        ->to($user->get('usr_email'), $user->get('usr_name'));

$sender = new EmailSender();
$success = $sender->send($message);

Quick Send for Simple Cases

// For simple emails
$success = EmailSender::quickSend(
    $user->get('usr_email'),
    'Welcome to our site!',
    '<h1>Welcome!</h1><p>Thanks for joining us.</p>'
);

Template-based Sending

// When you just need to send a template
$success = EmailSender::sendTemplate(
    'password_reset',
    $user->get('usr_email'),
    [
        'reset_link' => $reset_url,
        'user_name' => $user->get('usr_name'),
        'recipient' => $user->export_as_array()
    ]
);

Template System

Template Processing

Templates support full conditional and variable processing:

Template Structure:

subject:Welcome to *company_name*, *recipient->usr_first_name*!

{~resend}
<h1>Welcome!</h1>
<p>Thanks for signing up on *company_name*! Please click this link to verify:</p>
{end}

{resend}
<p>Please click the following link to verify your email address:</p>
{end}

<p><a href="*web_dir*/activate?code=*act_code*">Activate Account</a></p>

Variable Syntax

  • Variables: *variable_name*
  • Object access: *recipient->usr_first_name*
  • Pipe qualifiers: *date|Y-m-d*
  • UTM tracking: *email_vars*

Conditional Syntax

Basic conditionals:

{variable_name}
Content if variable is truthy
{end}

{~variable_name}
Content if variable is falsy (NOT)
{end}

Complex conditionals:

{recipient->usr_level >= 5}
<p>Admin content</p>
{end}

{template_name == "welcome"}
<p>Welcome-specific content</p>
{end}

Variable operations:

{condition}
[counter=1]
[email_type="notification"]  
Content here
{end}

Iteration Syntax

Loop over an array with {loop array_path as item_name} ... {end}:

{loop line_items as line}
- *line->product_name* x*line->quantity*
{end}

The array_path follows the same dot/arrow resolution as variables (e.g. order->items reaches $values['order']['items']). Inside the loop body the loop variable is in scope as a regular value: *item_name*, *item_name->property*, and conditionals like {item_name->is_gift} all work.

Nesting: loops nest with each other and with conditionals in any order. Each iteration runs the full loops -> conditionals -> variables pipeline on its body, so an inner loop sees the outer loop's iteration variable, and a conditional inside a loop sees the loop variable.

{loop groups as group}
*group->name*:
{loop group->members as m}
- *m->name* {m->is_admin}(admin){end}
{end}
{end}

Edge cases (lenient): missing keys, non-array values, and empty arrays all render the loop body zero times with no error.

Caveats

  • _expand_loops runs before conditionals, so a loop cannot reference a variable set inside a [var="..."] operation block — by the time conditionals execute, the loop has already expanded.
  • The {loop ... } directive must not contain } inside it.
  • Templates without any {loop marker bypass the loop pre-pass entirely; rendering behaviour is unchanged from pre-2026 templates.

Subject Processing

Three ways to set subject (priority order):

  1. Direct assignment (highest priority):
       $message->subject('Custom Subject');
  1. Template subject line:
       subject:Welcome to *company_name*!
       <p>Email body...</p>
  1. Template variable:
       subject:*subject*
       <p>Email body...</p>

Service Configuration

Email Services

Mailgun Configuration:

// Settings
mailgun_api_key = "key-abc123..."
mailgun_domain = "mg.example.com"
mailgun_eu_api_link = "https://api.eu.mailgun.net"  // EU endpoint (optional)

SMTP Configuration:

// Settings  
smtp_host = "smtp.example.com"
smtp_port = 587
smtp_username = "[email protected]"
smtp_password = "password"
smtp_encryption = "tls"  // or "ssl"

Service Selection:

// Primary service
email_service = "mailgun"  // or "smtp"

// Fallback service  
email_fallback_service = "smtp"  // or "mailgun"

// Default template for HTML emails
default_email_template = "default_outer_template"

Debug and Testing

Debug Mode:

email_debug_mode = "1"  // Enable debug logging to debug_email_logs table

Test Mode:

email_test_mode = "1"         // Redirect all emails to test address
email_test_redirect = "[email protected]"

Testing and Debugging

Email Testing System

Web Interface:

  • URL: /tests/email/
  • Admin link: Admin Panel → Email Tools → Email System Testing
Test Types:
  • ServiceTests: SMTP/Mailgun configuration validation
  • TemplateTests: Template processing and variable replacement
  • DeliveryTests: End-to-end sending simulation (test mode)

Debug Tools

Debug Logging:

// Enable in settings
email_debug_mode = "1"

// View logs
SELECT * FROM debug_email_logs ORDER BY del_timestamp DESC;

Service Validation:

// Check service configuration
$validation = EmailSender::validateService('mailgun');
if (!$validation['valid']) {
    foreach ($validation['errors'] as $error) {
        echo "Error: $error\n";
    }
}

Template Testing:

// Test template without sending
$message = EmailMessage::fromTemplate('test_template', [
    'variable' => 'value',
    'recipient' => $user->export_as_array()
]);

echo "Subject: " . $message->getSubject() . "\n";
echo "HTML Length: " . strlen($message->getHtmlBody()) . "\n";
echo "Ready to send: " . ($message->getSubject() ? 'Yes' : 'No') . "\n";

Advanced Features

Service Fallback

Automatic failover between email services:

// If Mailgun fails, automatically tries SMTP
$sender = new EmailSender();
$success = $sender->send($message);

// Check what actually happened
if ($success) {
    // Email sent successfully (primary or fallback)
} else {
    // Both services failed - email queued for retry
}

Failed Email Queue

Failed emails are automatically queued:

// Failed emails go to queued_email table
// Can be retried later with queue processing script

Custom Headers and Attachments

$message = EmailMessage::create('[email protected]', 'Subject', 'Body')
    ->header('X-Custom-Header', 'value')
    ->attachment('/path/to/file.pdf', 'document.pdf')
    ->replyTo('[email protected]');

Template Variable Integration

Full access to template variables:

// All template variables work
$message = EmailMessage::fromTemplate('template', [
    'recipient' => $user->export_as_array(),  // User data
    'act_code' => $activation_code,           // Custom variables
    'utm_source' => 'newsletter'              // Tracking
]);

// Template can use:
// *recipient->usr_first_name*
// *act_code*
// *web_dir*
// *email_vars* (includes UTM tracking)

Batch Operations

$message = EmailMessage::fromTemplate('newsletter', [
    'content' => $newsletter_content
]);

$recipients = [];
$users = new MultiUser(['usr_active' => 1]);
$users->load();
foreach ($users as $user) {
    $recipients[] = $user->get('usr_email');
}

$sender = new EmailSender();
$result = $sender->sendBatch($message, $recipients);
// $result['success'] — true if all recipients succeeded
// $result['failed_recipients'] — array of email addresses that failed
// Failed recipients are automatically retried via the fallback provider,
// then queued for later retry if both providers fail.

Error Handling

Exception Types

  • EmailTemplateError: Template parsing/processing errors
  • Exception: General email sending errors (service failures, validation)

Error Handling Patterns

try {
    $message = EmailMessage::fromTemplate('template_name', $values);
    $sender = new EmailSender();
    $success = $sender->send($message);
    
    if (!$success) {
        // Email queued for retry
        error_log("Email queued due to service failure");
    }
} catch (EmailTemplateError $e) {
    // Template issue
    error_log("Template error: " . $e->getMessage());
} catch (Exception $e) {
    // Other issues
    error_log("Email error: " . $e->getMessage());
}

Important Notes

Variable Requirements

Always include recipient data when using templates:

// CORRECT - includes recipient data
$success = EmailSender::sendTemplate('welcome', 
    $user->get('usr_email'),
    [
        'activation_code' => $code,
        'recipient' => $user->export_as_array()  // Required for templates
    ]
);

// MISSING - may cause template variable errors
$success = EmailSender::sendTemplate('welcome', 
    $user->get('usr_email'),
    ['activation_code' => $code]  // Missing recipient data
);

Default Variables

The system automatically provides:

  • template_name - Derived from template filename
  • web_dir - Site base URL
  • email_vars - UTM tracking parameters
  • UTM defaults - utm_source=email, utm_medium=email, etc.
Don't pass these manually - they're provided automatically.

Receipt Templates

The receipt system (specs/receipts_refactor.md) uses two database-stored templates:

Template namePurposeRecipient
purchase_receipt_defaultDefault order receipt + per-registrant activation. One template, two render modes via {is_billing}.Billing user always; per-registrant for event/bundle gift recipients.
purchase_receipt_product_defaultPer-product opt-in email. Sent at most once per (product, order). Falls back here when a product has pro_after_purchase_message or pro_emt_receipt_template_id set.Billing user.
A product can override purchase_receipt_product_default with any other template by setting pro_emt_receipt_template_id. If the override points at a missing or soft-deleted template the helper _resolve_receipt_template() falls back to the default — never crashes.

Variables passed to purchase_receipt_default:

VariableNotes
recipientRecipient's user data (billing user or registrant)
is_billingTrue when sending to billing user; drives the price column and totals block
orderOrder data
order_totalUsed only when is_billing
currency_symbol
line_itemsArray — one entry per relevant line. Iterated via {loop line_items as line}
coupon_codes_usedOnly when is_billing and at least one coupon applied
Each line_items entry: product_name, quantity, outcome (event/bundle/subscription/digital/plain), is_gift_to (set on gift lines for billing user), plus outcome-specific fields (event_name, event_list, digital_link, act_code, event_registrant_id, subscription_active). Gift lines for the billing user deliberately omit act_code and event_registrant_id so the activation token doesn't leak to the buyer.

Variables passed to purchase_receipt_product_default: recipient (billing user), product_name, after_purchase_message (HTML, may be empty), order_item, order. There is no is_gift variable — per-product custom email always targets the billing user, so admins author one voice.

Service Selection

  • Default from/sender addresses are used automatically
  • Only set custom from() when different from defaults
  • Service fallback happens automatically on failures
  • Failed emails are queued for later retry

Summary

The email system provides:

  • ✅ Modern fluent API - clean, readable code patterns
  • ✅ Separation of concerns - template processing vs sending logic
  • ✅ Service reliability - automatic fallback and retry
  • ✅ Better testing - comprehensive test suite and debug tools
  • ✅ Maintained performance - same template processing engine
  • ✅ Template compatibility - all existing templates work unchanged
Use EmailMessage + EmailSender for all email development. Direct EmailTemplate usage is only for specialized template processing needs.

Email Service Provider Interface

The email system uses a provider abstraction so that new email services can be added without modifying core code.

Architecture

  • EmailServiceProvider — interface in includes/EmailServiceProvider.php that all providers implement
  • Provider classes — live in includes/email_providers/ (e.g., MailgunProvider.php, SmtpProvider.php, SendGridProvider.php)
  • Auto-discoveryEmailSender scans includes/email_providers/ for classes implementing the interface; no manual registration needed

Built-in Providers

KeyLabelBatchLive API checkNotes
mailgunMailgunNative (recipient-variables, 500/chunk)Yes (domain show)EU region supported via mailgun_eu_api_link
smtpSMTPPer-recipient loop via PHPMailerYes (connect + auth)Generic SMTP, works with any provider that supports it
sendgridSendGridNative (personalizations, 1000/chunk)Yes (/v3/user/account)Global or EU region via sendgrid_region; supports sandbox mode and per-message click-tracking toggle
sesAmazon SESPer-recipient SendEmail loop (no native non-templated batch)Yes (GetAccount)AWS region selectable; static keys or IAM role auto-discovery; optional Configuration Set for engagement tracking
postmarkPostmarkNative (sendEmailBatch, 500/chunk, per-recipient failure status)Yes (getServer)Server token (not Account token); message stream selection (transactional vs broadcast); per-message open and link tracking
brevoBrevoNative (messageVersions, 1000/chunk)Yes (/v3/account)Single global endpoint; supports sandbox mode via X-Sib-Sandbox header
resendResendNative (batch->send, 100/chunk)Yes (apiKeys->list)Simplest config — single bearer token. Restricted/sending-only keys validate as "API Key Valid (Restricted)"
mailjetMailjetNative v3.1 Send API (50 messages/chunk, per-message status)Yes (/v3/REST/myprofile)Two-part credential (key + secret); supports sandbox mode

Adding a New Provider

Create a single file in includes/email_providers/ implementing EmailServiceProvider:

class SendGridProvider implements EmailServiceProvider {
    public static function getKey(): string { return 'sendgrid'; }
    public static function getLabel(): string { return 'SendGrid'; }
    public static function getSettingsFields(): array { /* ... */ }
    public static function validateConfiguration(): array { /* ... */ }
    public function send(EmailMessage $message): bool { /* ... */ }
    public function sendBatch(EmailMessage $message, array $recipients): array { /* ... */ }
}

The provider automatically appears in the admin email settings dropdown and its configuration fields render dynamically. No other files need modification.

Interface Methods

MethodPurpose
getKey()Unique key stored in settings (e.g., 'mailgun')
getLabel()Human-readable name for admin UI
getSettingsFields()Array of setting field definitions for admin rendering
validateConfiguration()Check required settings are present; returns ['valid' => bool, 'errors' => []]
send(EmailMessage)Send a single message; return success/failure
sendBatch(EmailMessage, array)Send to multiple recipients; returns ['success' => bool, 'failed_recipients' => []]. Providers can optimize (e.g., Mailgun batch API)
validateApiConnection()(Optional) Live API check for admin validation panel