Project Management

Update Project

Introduction

Update a project name, description or parameters.

Request

The /projects/update API accepts requests in the following format:

UpdateProjectRequest Model - Update a project name, or description.
projectId integer
required
example: 23456789

Project Id to which the file belongs.
name string
required
example: New Project Name

The new name for the project.
description string
example: New Project Description

The new description for the project.
Example
{
  "projectId": 23456789,
  "name": "New Project Name",
  "description": "New Project Description"
}

Responses

The /projects/update API provides a response in the following format:

200 Success

RestResponse Model - Base API response class for the QuantConnect API.
success boolean
Indicate if the API request was successful.
errors string Array
List of errors with the API call.
Example
{
  "success": true,
  "errors": [
    "string"
  ]
}

401 Authentication Error

UnauthorizedError Model - Unauthorized response from the API. Key is missing, invalid, or timestamp is too old for hash.
www_authenticate string
Header

Examples

The following examples demonstrate project management through the QuantConnect API.

Example 1: CRUD Operations

This example demonstates creating, reading, updating, and deleting a project through the cloud API.

from base64 import b64encode
from hashlib import sha256
from time import time
from requests import get, post
BASE_URL = 'https://www.quantconnect.com/api/v2/'

# You need to replace these with your actual credentials.
# You can request your credentials at https://www.quantconnect.com/settings/
# You can find our organization ID at https://www.quantconnect.com/organization/ 
USER_ID = 0
API_TOKEN = '____'
ORGANIZATION_ID = '____'

def get_headers():
    # Get timestamp
    timestamp = f'{int(time())}'
    time_stamped_token = f'{API_TOKEN}:{timestamp}'.encode('utf-8')

    # Get hased API token
    hashed_token = sha256(time_stamped_token).hexdigest()
    authentication = f'{USER_ID}:{hashed_token}'.encode('utf-8')
    authentication = b64encode(authentication).decode('ascii')

    # Create headers dictionary.
    return {
        'Authorization': f'Basic {authentication}',
        'Timestamp': timestamp
    }

# Authenticate to verify credentials
response = post(f'{BASE_URL}/authenticate', headers = get_headers())
print(response.json())

# --------------------


# The project ID of the project to manage
project_id = 12345678

### Create Project
# Send a POST request to the /projects/create endpoint to create a new project
response = post(f'{BASE_URL}/projects/create', headers=get_headers(), json={
    "name": f"Project_{int(time())}",  # Unique project name using current timestamp
    "language": "Py"  # Programming language for the project (Python)
})
# Parse the JSON response into python managable dict
result = response.json()
# Extract the project ID from the response
project_id = result['projects'][0]['projectId']
# Check if the request was successful and print the result
if result['success']:
    print("Project Created Successfully:")
    print(result)

### Read Project
# Prepare data payload to read project details
payload = {
    "id": project_id  # ID of the project to read
}
# Send a POST request to the /projects/read endpoint to get project details
response = post(f'{BASE_URL}/projects/read', headers=get_headers(), json=payload)
# Parse the JSON response into python managable dict
result = response.json()
# Check if the request was successful and print the project details
if result['success']:
    print("Project Details:")
    print(result)

### Update Project
# Send a POST request to the /projects/update endpoint to update project details
response = post(f'{BASE_URL}/projects/update', headers=get_headers(), json={
    "projectId": project_id,  # ID of the project to update
    "name": f"Project_{project_id}",  # New name for the project
    "description": "The new project name is awesome!"  # New description
})
# Parse the JSON response into python managable dict
result = response.json()
# Check if the request was successful and print the result
if result['success']:
    print("Project Updated Successfully:")
    print(result)

### Delete Project
# Prepare data payload to delete the project
payload = {
    "projectId": project_id  # ID of the project to delete
}
# Send a POST request to the /projects/delete endpoint to delete the project
response = post(f'{BASE_URL}/projects/delete', headers=get_headers(), json=payload)
# Parse the JSON response into python managable dict
result = response.json()
# Check if the request was successful and print the result
if result['success']:
    print("Project Deleted Successfully:")
    print(result)

Example 2: Delete All Projects in a Directory

This example deletes all projects under a specific directory in the organization workspace.

from base64 import b64encode
from hashlib import sha256
from time import time
from requests import get, post
BASE_URL = 'https://www.quantconnect.com/api/v2/'

# You need to replace these with your actual credentials.
# You can request your credentials at https://www.quantconnect.com/settings/
# You can find our organization ID at https://www.quantconnect.com/organization/ 
USER_ID = 0
API_TOKEN = '____'
ORGANIZATION_ID = '____'

def get_headers():
    # Get timestamp
    timestamp = f'{int(time())}'
    time_stamped_token = f'{API_TOKEN}:{timestamp}'.encode('utf-8')

    # Get hased API token
    hashed_token = sha256(time_stamped_token).hexdigest()
    authentication = f'{USER_ID}:{hashed_token}'.encode('utf-8')
    authentication = b64encode(authentication).decode('ascii')

    # Create headers dictionary.
    return {
        'Authorization': f'Basic {authentication}',
        'Timestamp': timestamp
    }

# Authenticate to verify credentials
response = post(f'{BASE_URL}/authenticate', headers = get_headers())
print(response.json())

# --------------------

def get_projects_in_directory(key):
    """Get all projects in a specific directory in the organization 
    workspace.

    Keyword arguments:
    key -- path to a directory of projects in the organization workspace
           (ex: path/to/dir)
    """
    # Split the key into path segments.
    key_segments = [s for s in key.split('/') if s]
    if not key_segments:
        print('Invalid key:', key)
        return
    # Iterate through all projects
    response = post(f'{BASE_URL}/projects/read', headers=get_headers())
    response.raise_for_status()
    project_ids = []
    for project in response.json()['projects']:
        # Check if the project is in the directory.
        if all(a == b for a, b in zip(key_segments, project['name'].split('/'))):
            project_ids.append(project['projectId'])
    return project_ids

def delete_projects(project_ids):
    """Delete a set of projects.

    Keyword arguments:
    project_ids -- list of project Ids.
    """
    for id_ in project_ids:
        post(
            f'{BASE_URL}/projects/delete', 
            headers=get_headers(), 
            json={'projectId': id_}
        ).raise_for_status()

delete_projects(get_projects_in_directory('/path/to/projects/to/delete'))

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