Spot risky renewals 90 days out

from clickruntime import on_trigger, credentials, http, ai, notify

INSTANCE = "https://yourcompany.my.salesforce.com"
API = f"{INSTANCE}/services/data/v61.0"

def soql(headers, q):
    return http.get(f"{API}/query", headers=headers, params={"q": q}).json()["records"]
SCHEMA = {"type": "object", "properties": {"risky": {"type": "array", "items": {"type": "object", "properties": {
    "n": {"type": "integer"}, "reason": {"type": "string"}}, "required": ["n", "reason"]}}}, "required": ["risky"]}

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"}
    accounts = soql(headers, "SELECT Id, Name, Renewal_Date__c, LastActivityDate, Description, "
                    "(SELECT Subject, Priority FROM Cases WHERE IsClosed = false LIMIT 5) FROM Account "
                    "WHERE Renewal_Date__c = NEXT_N_DAYS:90 ORDER BY Renewal_Date__c LIMIT 80")
    if not accounts:
        return {"renewals": 0}
    lines = [f"{i + 1}. {a['Name']} renews {a['Renewal_Date__c']}, last activity {a['LastActivityDate'] or 'never'}, "
             f"open cases: {[c['Subject'] + ' (' + c['Priority'] + ')' for c in (a.get('Cases') or {}).get('records', [])]}, "
             f"notes: {(a['Description'] or '')[:200]}" for i, a in enumerate(accounts)]
    risky = ai.generate("Which of these renewing accounts show churn risk? Give the number and a one-line reason.\n"
                        + "\n".join(lines), json_schema=SCHEMA, max_output_tokens=1200).json["risky"]
    if risky:
        text = "\n".join(f"- <{INSTANCE}/{accounts[r['n'] - 1]['Id']}|{accounts[r['n'] - 1]['Name']}> "
                         f"(renews {accounts[r['n'] - 1]['Renewal_Date__c']}): {r['reason']}" for r in risky)
        notify.slack(f"Renewals in the next 90 days that look at risk ({len(risky)} of {len(accounts)}):\n{text}",
                     channel="#customer-success")
    return {"renewals": len(accounts), "risky": len(risky)}