Projects

ON THIS PAGE

A Project stores all the data for a particular project location, including [system designs], assigned contacts and a team members, utility information, project-specific files, events, etc.

Endpoints

Endpoint	Description	Query Parameters
GET /api/orgs/:org_id/projects/	List Projects	page, limit, fieldset (list, studio)
GET /api/orgs/:org_id/projects/:id/	Get Project
POST /api/orgs/:org_id/projects/	Create Project
PATCH /api/orgs/:org_id/projects/:id/	Update Project
DELETE /api/orgs/:org_id/projects/:id/	Delete Project

Reading/Writing Related Resources

Assigned Role

• project.assigned_role_data is read-only data for the assigned role, specified in project.assigned_role_id.
• To replace the role assigned to this project, update project.assigned_role with the URL for the new role.
• To update the data for this role who has been assigned to the project, use the Update Role endpoint for the resource found at the url in project.assigned_role.

Contacts

• project.contacts_data is a read-only data for contacts associated with the project.
• To create a new project while creating or updating a project, use the project.contacts_new field.
• To update the data for a contact associated with the project, use the Update Contact endpoint for the resource found at the url in project.contacts.
• To replace the assigned contacts for a project, call the Update Project endpoint and include new contact urls in project.contacts.

Examples

Getting a list of Projects

Request

curl "https://api.opensolar.com/api/orgs/:org_id/projects/"
--header "Authorization: Bearer <token>"

Response

[
  {
    "id": 3763174,
    "title": "6 Hopetoun Ave",
    "contacts_data": [
      {
        "id": 1721096,
        "email": "gconstanza@vanderlayindustries.com",
        "phone": "0400000000",
        "url": "https://api.opensolar.com/api/orgs/62854/contacts/1721096/",
        "first_name": "George",
        "family_name": "Costanza",
        "display": "George Costanza",
        "passport_number": "",
        "licence_number": "",
        "custom_contact_info_1": "",
        "custom_contact_info_2": "",
        "user_id": null,
        "org_id": 62854,
        "identifier": "",
        "type": 0
      }
    ],
    "business_name": null,
    "address": "6 Hopetoun Ave",
    "url": "https://api.opensolar.com/api/orgs/62854/projects/3763174/",
    "contacts": [
      "https://api.opensolar.com/api/orgs/62854/contacts/1721096/",
      "https://api.opensolar.com/api/orgs/62854/contacts/2774309/"
    ],
    "priority": 2,
    "stars": [],
    "stage": 0,
    "org_id": 62854,
    "is_lite": false,
    "modified_date": "2024-02-12T01:18:20.475934Z",
    "created_date": "2024-01-31T00:58:18.186310Z",
    "shared_with": [],
    "org_name": "Demo Solar Apparatus Install & Maintenance Demo",
    "customer_proposal_data": null,
    "workflow": {
      "id": 3542964,
      "workflow_id": 10422,
      "active_stage_id": 52144
    },
    "custom_data": null
  }
]

Getting a single Project

Request

curl --location 'https://api.opensolar.com/api/orgs/:org_id/projects/:project_id/' \
--header 'Authorization: Bearer <token>'

Response

{
    "access": 2,
    "events": [
      ...
    ],
    "actions": [
      ...
    ],
    "address": "6 Hopetoun Ave",
    "assigned_role_data": {
      ...
    },
    "assigned_role_email": "g****@l*******.com",
    "assigned_role_id": 101776,
    "assigned_role_name": "George Costanza",
    "assigned_role_phone": "*****",
    "assigned_role": "https://api.opensolar.com/api/orgs/62854/roles/101776/",
    "assigned_role_accreditation": "",
    "assigned_installer_role_data": null,
    "assigned_installer_role": null,
    "assigned_site_inspector_role_data": null,
    "assigned_site_inspector_role": null,
    "assigned_designer_role_data": {
      ...
    },
    "assigned_designer_role_email": "g****@l*******.com",
    "assigned_designer_role_id": 101776,
    "assigned_designer_role_name": "George Costanza",
    "assigned_designer_role_phone": "*****",
    "assigned_designer_role": "https://api.opensolar.com/api/orgs/62854/roles/101776/",
    "assigned_salesperson_role_data": {
      ...
    },
    "assigned_salesperson_role_email": "g****@l*******.com",
    "assigned_salesperson_role_id": 101776,
    "assigned_salesperson_role_name": "George Costanza",
    "assigned_salesperson_role_phone": "*******",
    "assigned_salesperson_role": "https://api.opensolar.com/api/orgs/62854/roles/101776/",
    "available_customer_actions": [
      ...
    ],
    "business_identifier": "",
    "business_name": null,
    "configuration_override": null,
    "configuration": {
      ...
    },
    "costing_override": null,
    "costing": {
      ...
    },
    "contacts_data": [
      ...
    ],
    "contacts": [
      ...
    ],
    "contract_date": null,
    "contract": null,
    "country_iso2": "AU",
    "country_name": "Australia",
    "country": "https://api.opensolar.com/api/countries/14/",
    "county": null,
    "created_date": "2024-01-31T00:58:18.186310Z",
    "design": "...",
    "events_data": [
      ...
    ],
    "greenlancer_project_id": null,
    "id": 3763174,
    "identifier": "192984a9-3475-41a3-b136-8947588ac391",
    "is_residential": true,
    "is_pricing_locked": false,
    "installation_date": null,
    "language": "en",
    "language_override": null,
    "last_calculation_error": null,
    "lat": -33.85868365208357,
    "lead_source": "",
    "locality": "Vaucluse",
    "lon": 151.27518445393818,
    "meter_identifier": "",
    "modified_date": "2024-02-12T01:18:20.475934Z",
    "notes": "",
    "number_of_phases": null,
    "number_of_wires": null,
    "number_of_storeys": null,
    "org_id": 62854,
    "org_name": "Demo Solar Apparatus Install & Maintenance Demo",
    "org": "https://api.opensolar.com/api/orgs/62854/",
    "parcel_identifier": "",
    "payment_option_sold": null,
    "priority": 2,
    "private_files_data": [],
    "private_files": [],
    "proposal_message": "",
    "proposal_content": "",
    "contract_terms": "",
    "premium_imagery_activations": [],
    "project_installed": null,
    "project_sold": null,
    "proposal_template": null,
    "proposal_template_settings": {
      ...
    },
    "roof_type": null,
    "serial_numbers_panels": "",
    "serial_numbers_inverters": "",
    "serial_numbers_batteries": "",
    "share_link": "https://api.opensolar.com/share/3763174/?token=ABS2CYSP7aHt8M9lcbs",
    "simulate_first_year_only": false,
    "site_notes": "",
    "sold_date": null,
    "stage_warning": "The stage field is deprecated, and presently represents the project's workflow milestone. Please refer to https://developers.opensolar.com/ for the migration steps.",
    "stage": 0,
    "stars": [],
    "state": "NSW",
    "systems": [
      ...
    ],
    "system_sold": null,
    "system_installed": null,
    "tags_data": [],
    "tags": [],
    "temperature_max_override": null,
    "temperature_min_max": [
      ...
    ],
    "temperature_min_override": null,
    "testimonials_data": [],
    "testimonials": [],
    "timezone_offset": 11.0,
    "title": "6 Hopetoun Ave",
    "transactions_data": [],
    "url": "https://api.opensolar.com/api/orgs/62854/projects/3763174/",
    "usage_annual_or_guess": 7300,
    "usage": "...",
    "utility_tariff_current_guess": {
      ...
    },
    "utility_tariff_current_custom": "null",
    "utility_tariff_current_data": null,
    "utility_tariff_current": null,
    "utility_tariff_or_guess": {
      ...
    },
    "utility_tariff_proposed_custom": "null",
    "utility_tariff_proposed_data": null,
    "utility_tariff_proposed": null,
    "utility_tariff_proposed_or_guess": {
      ...
    },
    "valid_until_date": "2024-02-23",
    "wind_region": null,
    "has_cellular_coverage": 0,
    "federal_income_tax_rate_percentage": null,
    "state_income_tax_rate_percentage": null,
    "power_factor": null,
    "years_to_simulate": 20,
    "zip": "2030",
    "docusign_contract_envelope_id": null,
    "custom_project_info_1": "",
    "custom_project_info_2": "",
    "custom_project_info_3": "",
    "custom_project_info_4": "",
    "custom_project_info_5": "",
    "allow_email_notifications": true,
    "brighte_role_connection_status": "connection_missing",
    "auto_apply_max_simulate_years": false,
    "contract_template_mode": "payment-option",
    "is_lite": false,
    "custom_data": null,
    "shared_with": [],
    "workflows": [
      ...
    ],
    "customer_proposal_data": {
      ...
    },
    "workflow": {
      ...
    },
    "activated_premium_imagery_wallet_product_ids": []
}

Creating a Project

Request

curl "https://api.opensolar.com/api/orgs/:org_id/projects/"
--header "Content-Type: application/json"
--header "Authorization: Bearer <bearer-token>"
--request POST
-d '{
"identifier": "123456",
"is_residential": "1",
"lead_source": "Door Knockers",
"notes": "Has a pool, needs LG panel.",
"lat": "35.12364",
"lon": "128.23216",
"address": "123 Fake st",
"locality": "Fakesville",
"state": "NSW",
"country_iso2": "AU",
"zip": "2020",
"number_of_phases": "1",
"roof_type": "https://api.opensolar.com/api/roof_types/6/",
"assigned_role": "https://api.opensolar.com/api/orgs/1/roles/123/", // assigned_installer_role and assigned_site_inspector_role also available
"contacts_new": [
    {
      "first_name": "George",
      "family_name": "Costanza",
      "email": "gconstanza@vanderlayindustries.com",
      "phone": "0400000000",
      "date_of_birth": "1990-01-01",
      "gender": "2" // 0 = unset, 1 = female, 2 = male
    }
  ]
}'

Response

{
  "address": "123 Fake st",
  "id": 6624,
  "identifier": "123456",
  "lat": 35.12364,
  "lead_source": "Door Knockers",
  "locality": "Fakesville",
  "lon": 128.23216,
  "notes":"Has a pool, needs LG panel.",
  "number_of_phases": 1,
  "org_id": 1,
  "org": "https://api.opensolar.com/api/orgs/1/",
  "state":"NSW",
  "systems": [
    ...
  ],
  "url": "https://api.opensolar.com/api/orgs/1/projects/6624/",
  "zip":"2020",
  "customer_proposal_data":null,
  "assigned_role_data": {
    "id": 1,
    "email": "bob@company.com.au",
    "is_admin": true,
    "user": "https://api.opensolar.com/auth/users/10/",
    "user_email": "bob@company.com",
    "org": "https://api.opensolar.com/api/orgs/30/",
    "is_hidden": false,
    "url": "https://api.opensolar.com/api/orgs/1/roles/50/",
    "first_name": "Bob",
    "family_name": "Company",
    "job_title": "Important Job",
    "accreditation": "",
    "user_phone": "",
    "display": "Bob S. Company",
    "phone": "94811111",
    "allow_email_notifications": true,
    "portrait_image": null,
    "google_calendar_id": null,
    "has_logged_in": true,
    "schedule_meeting_url": "https://calendly.com/bobby/customer-walk-through",
    "schedule_meeting_label": "Schedule a time to discuss!",
    "api_key_chat": "1233-333-11-9000",
    "user_is_staff": true,
    "org_name": "SunCo"
  },
  "assigned_role_email": "bob@company.com",
  "assigned_role_id": 1,
  "assigned_role_name": "Bob S. Company",
  "assigned_role_phone": "94811111",
  "assigned_role": "https://api.opensolar.com/api/orgs/1/roles/50/",
  "assigned_role_accreditation": "",
  "contacts": [
    "https://api.opensolar.com/api/orgs/1/contacts/60/"
  ],
  "contacts_data": [
    {
      "id": 60,
      "first_name": "George",
      "family_name": "Costanza",
      "email": "gconstanza@vanderlayindustries.com",
      "phone": "0400000000",
      "date_of_birth": "1990-01-01",
      "gender": 2,
      "url": "https://api.opensolar.com/api/orgs/1/contacts/60/"
    }
  ]
}

Updating a Project

In this example we are updating a Project's Stage

Request

curl --location --request PATCH 'https://api.opensolar.com/api/orgs/:org_id/projects/:project_id/' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer <token>' \
--data '{
    "workflow": {
        "active_stage_id": 433194,
        "workflow_id": 84617
    },
    "active_stage_id": 433194
}'

Response

{
  "id": 3763174,
  "identifier": "192984a9-3475-41a3-b136-8947588ac391",
  "org_id": 62854,
  "org": "https://api.opensolar.com/api/orgs/62854/",
  "simulate_first_year_only": false,
  "url": "https://api.opensolar.com/api/orgs/62854/projects/3763174/",
  "customer_proposal_data": null,
  "workflow": {
    "id": 3631398,
    "workflow_id": 84617,
    "active_stage_id": 433194
  },
  "custom_data": null
}

warning

Deprecations

The existing stage field is deprecated and now represents the project's workflow milestone id. See the table below for your reference.

Stage ID and phase	Milestone ID and phase
0 - Designing	0 - Presale
1 - Selling	1 - Lock Pricing
2 - Installing	2 - Sold
3 - Maintaining	3 - Installed
4 - Other	4 - Others

The project's current stage can be managed using the workflow.active_stage_id field.