FinanceRoutines.jl

commit 06faf285967615d0034e3b0fe1cb654a4bfcec32
parent f7a0bb47e287116750b8f4d7f7486308b1720286
Author: Erik Loualiche <[email protected]>
Date:   Sun, 22 Mar 2026 10:15:55 -0500

Add Duo 2FA warning and better error message for WRDS connections

- @info on connect attempt so users know to check for Duo push
- @error on failure warns against blind retries (account lockout risk)
- Docstring documents Duo 2FA requirement

[skip ci]

Co-Authored-By: Claude Opus 4.6 (1M context) <[email protected]>

Diffstat:
M
src/Utilities.jl
 | 
18
+++++++++++++++---

1 file changed, 15 insertions(+), 3 deletions(-)
diff --git a/src/Utilities.jl b/src/Utilities.jl
@@ -14,9 +14,17 @@ end
 
 # --------------------------------------------------------------------------------------------------
 """
-    Open a Postgres connection on WRDS server
+    open_wrds_pg(user, password)
+
+Open a Postgres connection on WRDS server.
+
+!!! note "Duo Two-Factor Authentication"
+    WRDS requires Duo 2FA. You may receive a push notification or need to approve
+    a login request on your device. If the connection fails due to SSL/timeout,
+    do NOT retry automatically — repeated attempts can trigger an account lockout.
 """
 function open_wrds_pg(user::AbstractString, password::AbstractString)
+    @info "Connecting to WRDS — you may receive a Duo 2FA push notification"
     conn_str = """
         host = wrds-pgdata.wharton.upenn.edu
         port = 9737
@@ -24,8 +32,12 @@ function open_wrds_pg(user::AbstractString, password::AbstractString)
         password='$password'
         sslmode = 'require' dbname = wrds
     """
-    wrds_conn = Connection(conn_str)
-    return wrds_conn
+    try
+        return Connection(conn_str)
+    catch e
+        @error "WRDS connection failed. If this is an SSL/timeout error, check your network and Duo 2FA before retrying — repeated failures may lock your account." exception=(e, catch_backtrace())
+        rethrow(e)
+    end
 end
 
 function open_wrds_pg()