Get a Friday list of deals that break your sales rules

from collections import defaultdict
from datetime import date
from clickruntime import on_trigger, credentials, http, 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"]
MAX_DISCOUNT = 20  # percent
@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"}
    opps = soql(headers, "SELECT Id, Name, Owner.Name, CloseDate, NextStep, Amount, Discount__c FROM Opportunity "
                         "WHERE IsClosed = false LIMIT 500")
    by_owner = defaultdict(list)
    for o in opps:
        issues = []
        if (o["Discount__c"] or 0) > MAX_DISCOUNT:
            issues.append(f"discount {o['Discount__c']}%")
        if not o["NextStep"]:
            issues.append("no next step")
        if not o["CloseDate"] or o["CloseDate"] < date.today().isoformat():
            issues.append("close date missing or in the past")
        if not o["Amount"]:
            issues.append("no amount")
        if issues:
            by_owner[o["Owner"]["Name"]].append(f"- <{INSTANCE}/{o['Id']}|{o['Name']}>: {', '.join(issues)}")
    for owner, lines in by_owner.items():
        notify.slack(f"*{owner}*: {len(lines)} deals to tidy before Monday\n" + "\n".join(lines), channel="#sales")
    return {"checked": len(opps), "flagged": sum(len(v) for v in by_owner.values())}