private int?CreateQuantConnectProject(string projectName, Language projectLanguage)
{
var api = AuthorizationManager.GetInstance().GetApi();
var projectResponse = api.CreateProject(projectName, projectLanguage);
if (!projectResponse.Success)
{
return(null);
}
return(projectResponse.Projects[0].ProjectId);
}
private void RegisterLogoutCommand(OleMenuCommandService commandService)
{
var menuCommandId = new CommandID(_commandSet, _logoutCommandId);
var logoutMenuItem = new OleMenuCommand(LogoutCallback, menuCommandId);
logoutMenuItem.BeforeQueryStatus += (sender, evt) =>
{
logoutMenuItem.Enabled = AuthorizationManager.GetInstance().IsLoggedIn();
};
commandService.AddCommand(logoutMenuItem);
}
private bool LoggedInWithLastStorredPassword(Credentials?previousCredentials)
{
if (!previousCredentials.HasValue)
{
return(false);
}
var credentials = previousCredentials.Value;
return(AuthorizationManager.GetInstance().Login(credentials));
}
private void UploadFilesToServer(int selectedProjectId, List <SelectedItem> files)
{
var api = AuthorizationManager.GetInstance().GetApi();
foreach (var file in files)
{
api.DeleteProjectFile(selectedProjectId, file.FileName);
var fileContent = File.ReadAllText(file.FilePath);
api.AddProjectFile(selectedProjectId, file.FileName, fileContent);
}
}
/// <summary>
/// Callback for the delete button in the backtest data grid, shared by all rows. Deletes backtest.
/// </summary>
private async void Delete_OnClick(object sender, RoutedEventArgs e)
{
var obj = ((FrameworkElement)sender).DataContext as DataGridItem;
if (obj != null)
{
var projectId = obj.ProjectId;
var backtestId = obj.BacktestId;
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Deleting backtest...");
var deleteResult = false;
if (await _authenticationCommand.Login(ServiceProvider.GlobalProvider, false))
{
try
{
deleteResult = await System.Threading.Tasks.Task.Run(() =>
{
var api = AuthorizationManager.GetInstance().GetApi();
return(api.DeleteBacktest(projectId, backtestId).Success);
});
}
catch (Exception exception)
{
VsUtils.ShowErrorMessageBox(ServiceProvider.GlobalProvider,
"QuantConnect Exception", exception.ToString());
}
}
if (deleteResult)
{
var selectedItem = projectNameBox.SelectedItem as ComboboxProjectItem;
// Verify the backtest is from the selected project
if (selectedItem?.Id == projectId)
{
lock (_dataGridCollection)
{
foreach (DataGridItem item in _dataGridCollection)
{
if (item.BacktestId == backtestId)
{
_dataGridCollection.Remove(item);
break;
}
}
}
}
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Successfully deleted backtest");
}
else
{
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Error when deleting backtest");
}
}
}
private Api.Compile CompileProjectOnServer(int projectId)
{
var api = AuthorizationManager.GetInstance().GetApi();
var compileStatus = api.CreateCompile(projectId);
var compileId = compileStatus.CompileId;
while (compileStatus.State == Api.CompileState.InQueue)
{
Thread.Sleep(5000);
compileStatus = api.ReadCompile(projectId, compileId);
}
return(compileStatus);
}
private Api.Backtest BacktestProjectOnServer(int projectId, string compileId)
{
var api = AuthorizationManager.GetInstance().GetApi();
var backtestStatus = api.CreateBacktest(projectId, compileId, "My New Backtest");
var backtestId = backtestStatus.BacktestId;
while (!backtestStatus.Completed)
{
Thread.Sleep(5000);
backtestStatus = api.ReadBacktest(projectId, backtestId);
}
return(backtestStatus);
}
private async void ExecuteOnProjectAsync(object sender, Action <int, string, List <SelectedItem> > onProject)
{
if (await _authenticationCommand.Login(_serviceProvider, false))
{
var projects = await System.Threading.Tasks.Task.Run(() =>
{
var api = AuthorizationManager.GetInstance().GetApi();
return(api.ListProjects().Projects);
});
var projectNames = projects.Select(p => Tuple.Create(p.ProjectId, p.Name)).ToList();
var files = GetSelectedFiles(sender);
var fileNames = files.Select(tuple => tuple.FileName).ToList();
var suggestedProjectName = _lazyProjectFinder.ProjectNameForFiles(fileNames);
var projectNameDialog = new ProjectNameDialog(projectNames, suggestedProjectName);
VsUtils.DisplayDialogWindow(projectNameDialog);
if (projectNameDialog.ProjectNameProvided)
{
var selectedProjectName = projectNameDialog.SelectedProjectName;
var selectedProjectId = projectNameDialog.SelectedProjectId;
_lazyProjectFinder.AssociateProjectWith(selectedProjectName, fileNames);
if (!selectedProjectId.HasValue)
{
var newProjectLanguage = PathUtils.DetermineProjectLanguage(files.Select(f => f.FilePath).ToList());
if (!newProjectLanguage.HasValue)
{
VsUtils.ShowMessageBox(_serviceProvider, "Failed to determine project language",
$"Failed to determine programming laguage for a project");
return;
}
selectedProjectId = CreateQuantConnectProject(selectedProjectName, newProjectLanguage.Value);
if (!selectedProjectId.HasValue)
{
VsUtils.ShowMessageBox(_serviceProvider, "Failed to create a project", $"Failed to create a project {selectedProjectName}");
}
onProject.Invoke(selectedProjectId.Value, selectedProjectName, files);
}
else
{
onProject.Invoke(selectedProjectId.Value, selectedProjectName, files);
}
}
}
}
/// <summary>
/// Updates available backtests in the backtest data grid for a specific project
/// </summary>
/// <param name="projectId">Target project id</param>
private async void UpdateAvailableBacktests(int projectId)
{
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Loading project backtests...");
if (await _authenticationCommand.Login(ServiceProvider.GlobalProvider, false))
{
try
{
var backtestsList = await System.Threading.Tasks.Task.Run(() =>
{
var api = AuthorizationManager.GetInstance().GetApi();
var result = api.ListBacktests(projectId);
return(result.Backtests);
});
var selectedItem = projectNameBox.SelectedItem as ComboboxProjectItem;
// Verify the backtest are from the selected project
if (selectedItem?.Id == projectId)
{
lock (_dataGridCollection)
{
_dataGridCollection.Clear();
// Setting a limit of _maximumBacktestToShow backtests in the table...
for (var i = 0; i < backtestsList.Count && i < _maximumBacktestToShow; i++)
{
_dataGridCollection.Add(new DataGridItem
{
Name = backtestsList[i].Name,
Progress = backtestsList[i].Progress,
ProjectId = projectId,
Date = backtestsList[i].Created,
BacktestId = backtestsList[i].BacktestId,
Status = string.IsNullOrEmpty(backtestsList[i].Error) ?
DataGridItem.BacktestSucceeded : DataGridItem.BacktestFailed,
Note = backtestsList[i].Note
});
}
}
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Successfully loaded backtests");
}
}
catch (Exception exception)
{
VsUtils.ShowErrorMessageBox(ServiceProvider.GlobalProvider,
"QuantConnect Exception", exception.ToString());
}
}
}
/// <summary>
/// Uploads a list of files to a specific project at QuantConnect
/// </summary>
/// <param name="selectedProjectId">Target project Id</param>
/// <param name="files">List of files to upload</param>
/// <returns>Returns false if any file failed to be uploaded</returns>
private bool UploadFilesToServer(int selectedProjectId, IEnumerable <SelectedItem> files)
{
VsUtils.DisplayInStatusBar(_serviceProvider, "Uploading files to server...");
var api = AuthorizationManager.GetInstance().GetApi();
// Counters to keep track of files uploaded or not
var filesUploaded = 0;
var filesNotUploaded = 0;
foreach (var file in files)
{
api.DeleteProjectFile(selectedProjectId, file.FileName);
try
{
var fileContent = File.ReadAllText(file.FilePath);
var response = api.AddProjectFile(selectedProjectId, file.FileName, fileContent);
if (response.Success)
{
filesUploaded++;
}
else
{
VSActivityLog.Error("Failed to add project file " + file.FileName);
filesNotUploaded++;
}
}
catch (Exception exception)
{
VSActivityLog.Error("Exception adding project file " + file.FileName + ". Exception " + exception);
filesNotUploaded++;
}
}
// Update Status bar accordingly based on counters
var message = "Files upload complete";
message += (filesUploaded != 0) ? ". Uploaded " + filesUploaded : "";
message += (filesNotUploaded != 0) ? ". Failed to upload " + filesNotUploaded : "";
VsUtils.DisplayInStatusBar(_serviceProvider, message);
// Return false if any file failed to be uploaded
var result = filesNotUploaded == 0;
if (!result)
{
VsUtils.ShowErrorMessageBox(_serviceProvider, "Upload Files Failed", message);
}
return(result);
}
private void ExecuteOnProject(object sender, Action <int, string, List <SelectedItem> > onProject)
{
if (_logInCommand.DoLogIn(this.ServiceProvider, _package.DataPath, explicitLogin: false))
{
var api = AuthorizationManager.GetInstance().GetApi();
var projects = api.ListProjects().Projects;
var projectNames = projects.Select(p => Tuple.Create(p.ProjectId, p.Name)).ToList();
var files = GetSelectedFiles(sender);
var fileNames = files.Select(tuple => tuple.FileName).ToList();
var suggestedProjectName = ProjectFinder.ProjectNameForFiles(fileNames);
var projectNameDialog = new ProjectNameDialog(projectNames, suggestedProjectName);
VsUtils.DisplayDialogWindow(projectNameDialog);
if (projectNameDialog.ProjectNameProvided())
{
var selectedProjectName = projectNameDialog.GetSelectedProjectName();
var selectedProjectId = projectNameDialog.GetSelectedProjectId();
ProjectFinder.AssociateProjectWith(selectedProjectName, fileNames);
if (!selectedProjectId.HasValue)
{
var newProjectLanguage = PathUtils.DetermineProjectLanguage(files.Select(f => f.FilePath).ToList());
if (!newProjectLanguage.HasValue)
{
VsUtils.ShowMessageBox(this.ServiceProvider, "Failed to determine project language",
$"Failed to determine programming laguage for a project");
return;
}
selectedProjectId = CreateQuantConnectProject(selectedProjectName, newProjectLanguage.Value);
if (!selectedProjectId.HasValue)
{
VsUtils.ShowMessageBox(this.ServiceProvider, "Failed to create a project", $"Failed to create a project {selectedProjectName}");
}
onProject.Invoke(selectedProjectId.Value, selectedProjectName, files);
}
else
{
onProject.Invoke(selectedProjectId.Value, selectedProjectName, files);
}
}
}
}
/// <summary>
/// Callback for the new project button. Will show a new popup so the user can select name and language
/// Will create project calling the server through API.
/// </summary>
private async void NewProjectButton_OnClick(object sender, RoutedEventArgs e)
{
var window = new NewProjectDialog();
VsUtils.DisplayDialogWindow(window);
if (window.CreateNewProject &&
await _authenticationCommand.Login(ServiceProvider.GlobalProvider, false))
{
var result = false;
var projectId = 0;
try
{
var apiResponse = await System.Threading.Tasks.Task.Run(() =>
{
var api = AuthorizationManager.GetInstance().GetApi();
return(api.CreateProject(window.NewProjectName, window.NewProjectLanguage));
});
if (apiResponse.Success && apiResponse.Projects.Count > 0)
{
result = true;
projectId = apiResponse.Projects.First().ProjectId;
}
}
catch (Exception exception)
{
VsUtils.ShowErrorMessageBox(ServiceProvider.GlobalProvider,
"QuantConnect Exception", exception.ToString());
}
if (result)
{
// lets update the combo box without having to go to the server again
var newProject = new ComboboxProjectItem(projectId, window.NewProjectName, window.NewProjectLanguage);
projectNameBox.Items.Add(newProject);
projectNameBox.SelectedItem = newProject;
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Successfully created a new project");
}
else
{
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Failed to create a new project");
}
}
}
/// <summary>
/// Callback for the edit button. Will show a new popup so the user can edit backtest name and note.
/// Will update the server through API.
/// </summary>
private async void Edit_OnClick(object sender, RoutedEventArgs e)
{
var obj = ((FrameworkElement)sender).DataContext as DataGridItem;
if (obj != null)
{
var projectId = obj.ProjectId;
var backtestId = obj.BacktestId;
var backtestNote = obj.Note;
var window = new EditBacktestDialog(obj.Name, backtestNote);
VsUtils.DisplayDialogWindow(window);
if (window.BacktestNameProvided &&
!string.IsNullOrEmpty(window.BacktestName) &&
await _authenticationCommand.Login(ServiceProvider.GlobalProvider, false))
{
var result = false;
try
{
result = await System.Threading.Tasks.Task.Run(() =>
{
var api = AuthorizationManager.GetInstance().GetApi();
return(api.UpdateBacktest(projectId, backtestId, window.BacktestName, window.BacktestNote).Success);
});
}
catch (Exception exception)
{
VsUtils.ShowErrorMessageBox(ServiceProvider.GlobalProvider,
"QuantConnect Exception", exception.ToString());
}
if (result)
{
// lets update the data grid without having to go to the server again
obj.Name = window.BacktestName;
obj.Note = window.BacktestNote;
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Successfully edited backtest");
}
else
{
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Failed to edit backtest");
}
}
}
}
private bool LoginWithDialog(IServiceProvider serviceProvider, Credentials?previousCredentials)
{
var logInDialog = new LoginDialog(AuthorizationManager.GetInstance(), previousCredentials, serviceProvider);
VsUtils.DisplayDialogWindow(logInDialog);
var credentials = logInDialog.GetCredentials();
if (credentials.HasValue)
{
VSActivityLog.Info("Storing credentials");
CredentialsManager.StoreCredentials(credentials.Value);
return(true);
}
else
{
VSActivityLog.Info("Login cancelled");
return(false);
}
}
/// <summary>
/// Updates available projects in the combo box
/// </summary>
public async void UpdateAvailableProjects(bool showLoginDialog = true)
{
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Loading available projects...");
if (await _authenticationCommand.Login(ServiceProvider.GlobalProvider, false, showLoginDialog))
{
try
{
var projectNames = await System.Threading.Tasks.Task.Run(() =>
{
var api = AuthorizationManager.GetInstance().GetApi();
var projects = api.ListProjects().Projects;
return(projects.Select(p => Tuple.Create(p.ProjectId, p.Name, p.Language)).ToList());
});
// Clear available projects
projectNameBox.Items.Clear();
lock (_dataGridCollection)
{
// Clear rows in the backtest data grid
_dataGridCollection.Clear();
}
if (projectNames.Count > 0)
{
projectNames.ForEach(p => projectNameBox.Items.Add(new ComboboxProjectItem(p.Item1, p.Item2, p.Item3)));
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "Successfully loaded projects");
// Select first project and load available backtest
var project = projectNameBox.Items[0] as ComboboxProjectItem;
projectNameBox.SelectedItem = project;
}
else
{
VsUtils.DisplayInStatusBar(ServiceProvider.GlobalProvider, "No projects available");
}
}
catch (Exception exception)
{
VsUtils.ShowErrorMessageBox(ServiceProvider.GlobalProvider,
"QuantConnect Exception", exception.ToString());
}
}
}
private bool LogInWithDialog(IServiceProvider serviceProvider, Credentials?previousCredentials, string dataFolderPath)
{
var logInDialog = new LogInDialog(AuthorizationManager.GetInstance(), previousCredentials, dataFolderPath);
VsUtils.DisplayDialogWindow(logInDialog);
var credentials = logInDialog.GetCredentials();
if (credentials.HasValue)
{
_log.Info("Logged in successfully");
_log.Info("Storring credentials");
_credentialsManager.StoreCredentials(credentials.Value);
VsUtils.DisplayInStatusBar(serviceProvider, "Logged into QuantConnect");
return(true);
}
else
{
_log.Info("Log in cancelled");
return(false);
}
}
/// <summary>
/// Perform QuantConnect authentication
/// </summary>
/// <param name="serviceProvider">Visual Studio services provider</param>
/// <param name="explicitLogin">User explicitly clicked Log In button</param>
/// <returns>true if user logged into QuantConnect, false otherwise</returns>
public bool Login(IServiceProvider serviceProvider, bool explicitLogin)
{
VSActivityLog.Info("Logging in");
var authorizationManager = AuthorizationManager.GetInstance();
if (authorizationManager.IsLoggedIn())
{
VSActivityLog.Info("Already logged in");
return(true);
}
var previousCredentials = CredentialsManager.GetLastCredential();
if (!explicitLogin && LoggedInWithLastStorredPassword(previousCredentials))
{
VSActivityLog.Info("Logged in with previously storred credentials");
return(true);
}
return(LoginWithDialog(serviceProvider, previousCredentials));
}
/// <summary>
/// Backtests specific projectId and compileId at QuantConnect
/// </summary>
/// <param name="projectId">Target project Id</param>
/// <param name="compileId">Target compile Id</param>
/// <returns>Tuple<bool, string>. Item1 is true if backtest succeeded.
/// Item2 is error message if backtest failed.</returns>
private Tuple <bool, string> BacktestProjectOnServer(int projectId, string compileId)
{
VsUtils.DisplayInStatusBar(_serviceProvider, "Backtesting project...");
var api = AuthorizationManager.GetInstance().GetApi();
var backtestStatus = api.CreateBacktest(projectId, compileId, "My New Backtest");
var backtestId = backtestStatus.BacktestId;
while (!backtestStatus.Completed)
{
Thread.Sleep(5000);
backtestStatus = api.ReadBacktest(projectId, backtestId);
}
if (!string.IsNullOrEmpty(backtestStatus.Error))
{
VsUtils.DisplayInStatusBar(_serviceProvider, "Error when backtesting project");
return(new Tuple <bool, string>(false, backtestStatus.Error));
}
var successMessage = "Backtest completed successfully";
VsUtils.DisplayInStatusBar(_serviceProvider, successMessage);
return(new Tuple <bool, string>(true, successMessage));
}
/// <summary>
/// Backtests specific projectId and compileId at QuantConnect
/// </summary>
/// <param name="projectId">Target project Id</param>
/// <param name="compileId">Target compile Id</param>
/// <returns>Tuple<bool, string>. Item1 is true if backtest succeeded.
/// Item2 is error message if backtest failed.</returns>
private async Task <Tuple <bool, string> > BacktestProjectOnServer(int projectId, string compileId)
{
VsUtils.DisplayInStatusBar(_serviceProvider, "Backtesting project...");
var api = AuthorizationManager.GetInstance().GetApi();
var backtestName = BacktestNameProvider.GetNewName();
var backtestStatus = await System.Threading.Tasks.Task.Run(() => api.CreateBacktest(projectId, compileId, backtestName));
var backtestId = backtestStatus.BacktestId;
// Notify observer new backtest
_backtestObserver.BacktestCreated(projectId, backtestStatus);
var errorPresent = false;
while (backtestStatus.Progress < 1 && !errorPresent)
{
backtestStatus = await System.Threading.Tasks.Task.Delay(4000).
ContinueWith(_ => api.ReadBacktest(projectId, backtestId));
errorPresent = !string.IsNullOrEmpty(backtestStatus.Error) ||
!string.IsNullOrEmpty(backtestStatus.StackTrace);
// Notify observer backtest status
_backtestObserver.BacktestStatusUpdated(projectId, backtestStatus);
}
// Notify observer backtest finished
_backtestObserver.BacktestFinished(projectId, backtestStatus);
if (errorPresent)
{
VsUtils.DisplayInStatusBar(_serviceProvider, "Error when backtesting project");
return(new Tuple <bool, string>(false, backtestStatus.Error));
}
var successMessage = "Backtest completed successfully";
VsUtils.DisplayInStatusBar(_serviceProvider, successMessage);
return(new Tuple <bool, string>(true, successMessage));
}
/// <summary>
/// Compiles specific projectId at QuantConnect
/// </summary>
/// <param name="projectId">Target project Id</param>
/// <returns>Tuple<bool, string>. Item1 is true if compilation succeeded.
/// Item2 is compile Id if compilation succeeded else error message.</returns>
private Tuple <bool, string> CompileProjectOnServer(int projectId)
{
VsUtils.DisplayInStatusBar(_serviceProvider, "Compiling project...");
var api = AuthorizationManager.GetInstance().GetApi();
var compileStatus = api.CreateCompile(projectId);
var compileId = compileStatus.CompileId;
while (compileStatus.State == Api.CompileState.InQueue)
{
Thread.Sleep(2000);
compileStatus = api.ReadCompile(projectId, compileId);
}
if (compileStatus.State == Api.CompileState.BuildError)
{
// Default to show Errors, now it is coming empty so use Logs. Will only show First Error || Log
var error = compileStatus.Errors.Count == 0 ?
compileStatus.Logs.FirstOrDefault() : compileStatus.Errors.FirstOrDefault();
VsUtils.DisplayInStatusBar(_serviceProvider, "Error when compiling project");
return(new Tuple <bool, string>(false, error));
}
VsUtils.DisplayInStatusBar(_serviceProvider, "Compilation completed successfully");
return(new Tuple <bool, string>(true, compileStatus.CompileId));
}
/// <summary>
/// Log out QuantConnect API
/// </summary>
/// <param name="serviceProvider">Visual Studio service provider</param>
public void Logout(IServiceProvider serviceProvider)
{
AuthorizationManager.GetInstance().Logout();
VsUtils.DisplayInStatusBar(serviceProvider, "Logged out of QuantConnect");
}
/// <summary>
/// Log out QuantConnect API
/// </summary>
/// <param name="serviceProvider">Visual Studio service provider</param>
public void DoLogOut(IServiceProvider serviceProvider)
{
_credentialsManager.ForgetCredentials();
AuthorizationManager.GetInstance().LogOut();
VsUtils.DisplayInStatusBar(serviceProvider, "Logged out of QuantConnect");
}
