dta 0.1.0

Pure Rust streaming reader and writer for Stata's DTA file format, covering every released version (104-119), including XML-framed releases, tagged missing values, value-label sets, and long-string (strL) storage.
Documentation
# dta

A pure Rust library for reading and writing Stata's DTA file format.

DTA is the binary format used by [Stata](https://www.stata.com/) to persist datasets. It's still the dominant interchange format in academic economics, public health, and social science research — often the only format that downstream collaborators can actually open. This library provides a streaming reader and writer covering every released version of the format (104 through 119), including XML-framed releases (117+), tagged missing values, value-label sets, and long-string (`strL`) storage.

The API is built around a typestate chain, so you can't accidentally write a schema before a header, or read data bytes before the schema has been parsed. Each phase borrows the underlying I/O handle and hands it to the next phase, keeping the whole pipeline zero-copy where possible.

## Usage

### Reading a file

The reader walks through the sections of a DTA file in order. Each phase returns the next phase when you're done with it.

```rust
use dta::stata::dta::dta_reader::DtaReader;
use dta::stata::dta::dta_error::Result;

fn read_stata(path: &str) -> Result<()> {
    // HeaderReader: parse the file header (release, byte order, dataset
    // label, timestamp, K, N).
    let header_reader = DtaReader::new().from_path(path)?;

    // SchemaReader: parse variable types, names, formats, labels, and
    // value-label associations.
    let schema_reader = header_reader.read_header()?;
    let header = schema_reader.header().clone();
    println!("Release {}, {} variables, {} observations",
        header.release(), header.variable_count(), header.observation_count());

    // CharacteristicReader: iterate (or skip) the characteristics /
    // expansion-fields section.
    let mut characteristic_reader = schema_reader.read_schema()?;
    characteristic_reader.skip_to_end()?;

    // RecordReader: iterate observation rows.
    let mut record_reader = characteristic_reader.into_record_reader()?;
    let schema = record_reader.schema().clone();
    while let Some(record) = record_reader.read_record()? {
        for (variable, value) in schema.variables().iter().zip(record.values()) {
            println!("{}: {:?}", variable.name(), value);
        }
    }

    // LongStringReader: read `strL` entries referenced from the data
    // section (117+ only — transitions silently on earlier releases).
    let mut long_string_reader = record_reader.into_long_string_reader()?;
    long_string_reader.skip_to_end()?;

    // ValueLabelReader: iterate value-label sets.
    let mut value_label_reader = long_string_reader.into_value_label_reader()?;
    while let Some(set) = value_label_reader.read_value_label_set()? {
        println!("label set: {}", set.name());
    }

    Ok(())
}
```

Each reader exposes `header()` and `schema()` accessors, so you can inspect metadata without threading them through yourself.

### Lazy records

`RecordReader::read_record()` eagerly decodes every cell in the row. If you only need a subset of columns — or you want to defer parsing until you know whether you care — use `read_lazy_record()` instead. `LazyRecord` hands back raw byte slices that you decode one cell at a time.

```rust
while let Some(lazy) = record_reader.read_lazy_record()? {
    // Decode only the columns you need.
    let id = lazy.value(0)?;
    let name = lazy.value(5)?;
}
```

### Writing a file

The writer is the mirror image of the reader: a typestate chain that locks in the ordering of the header, schema, characteristics, data, long strings, and value labels. The `<map>` offsets and the header's `K`/`N` placeholders are patched in place as each section closes, which is why the writer requires `Write + Seek`.

```rust
use dta::stata::dta::byte_order::ByteOrder;
use dta::stata::dta::dta_writer::DtaWriter;
use dta::stata::dta::header::Header;
use dta::stata::dta::release::Release;
use dta::stata::dta::schema::Schema;
use dta::stata::dta::value::Value;
use dta::stata::dta::variable::Variable;
use dta::stata::dta::variable_type::VariableType;
use dta::stata::stata_double::StataDouble;
use dta::stata::stata_long::StataLong;
use dta::stata::dta::dta_error::Result;

fn write_stata(path: &str) -> Result<()> {
    let header = Header::builder(Release::V118, ByteOrder::LittleEndian)
        .dataset_label("example dataset")
        .build();

    let schema = Schema::builder()
        .add_variable(Variable::builder(VariableType::Long, "id").format("%12.0g"))
        .add_variable(Variable::builder(VariableType::Double, "price").format("%10.2f"))
        .add_variable(Variable::builder(VariableType::FixedString(32), "name").format("%32s"))
        .build()?;

    let characteristic_writer = DtaWriter::new()
        .from_path(path)?
        .write_header(header)?
        .write_schema(schema)?;

    // Skip characteristics (they're optional) and begin writing rows.
    let mut record_writer = characteristic_writer.into_record_writer()?;
    record_writer.write_record(&[
        Value::Long(StataLong::Present(1)),
        Value::Double(StataDouble::Present(19.99)),
        Value::String("widget"),
    ])?;
    record_writer.write_record(&[
        Value::Long(StataLong::Present(2)),
        Value::Double(StataDouble::Missing),
        Value::String("gadget"),
    ])?;

    // Transition through the remaining sections (strLs and value labels
    // are optional) and close the file.
    record_writer
        .into_long_string_writer()?
        .into_value_label_writer()?
        .finish()?;

    Ok(())
}
```

`RecordWriter::write_record` validates arity and per-column types against the schema, so a mismatch is caught at the call site rather than producing a malformed file.

## Feature Flags

### `tokio` — async I/O

Disabled by default. Enable it for async reading and writing with [tokio](https://docs.rs/tokio).

```toml
[dependencies]
dta = { version = "0.1", features = ["tokio"] }
tokio = { version = "1", features = ["fs", "io-util", "rt", "macros"] }
```

This unlocks:

- `DtaReader::from_tokio_path`, `from_tokio_file`, and `from_tokio_reader`, returning an `AsyncHeaderReader` that mirrors the sync chain with `.await` at each step
- `DtaWriter::from_tokio_path`, `from_tokio_file`, and `from_tokio_writer`, returning an `AsyncHeaderWriter`

The async writer requires `AsyncWrite + AsyncSeek + Unpin` so that the XML `<map>` and header placeholders can still be patched in place.

```rust
use dta::stata::dta::dta_reader::DtaReader;
use dta::stata::dta::dta_error::Result;

async fn read_async(path: &str) -> Result<()> {
    let mut characteristic_reader = DtaReader::new()
        .from_tokio_path(path)
        .await?
        .read_header()
        .await?
        .read_schema()
        .await?;
    characteristic_reader.skip_to_end().await?;

    let mut record_reader = characteristic_reader.into_record_reader().await?;
    while let Some(_record) = record_reader.read_record().await? {
        // ...
    }

    Ok(())
}
```

### Character encoding

[encoding_rs](https://docs.rs/encoding_rs) is a hard dependency, not a feature flag. The reader and writer pick an encoding from the release number by default: Windows-1252 for pre-118 files and UTF-8 for 118+. If you need to override that — for example, reading a pre-118 file produced by a locale that wasn't Windows-1252 — pass an explicit encoding:

```rust
use dta::stata::dta::dta_reader::DtaReader;

let reader = DtaReader::new()
    .encoding(encoding_rs::SHIFT_JIS)
    .from_path("legacy.dta")?;
```

## Benchmarks

The project ships [Criterion](https://docs.rs/criterion) benchmarks that exercise sync and async read/write throughput against a synthetic panel-style file:

```sh
# Sync benchmarks only (no optional features)
cargo bench

# Include the async (tokio) benchmarks
cargo bench --all-features
```

Results are saved to `target/criterion/` with HTML reports. To run a single benchmark by name:

```sh
cargo bench --all-features -- read_from_cursor
```

The first run generates `benches/data/bench_large.dta` (~100K rows) and caches it for subsequent runs.

## Profiling

The repository includes a profiling workflow built on [samply](https://github.com/mstange/samply). One-time setup:

```sh
# Install samply (Linux / macOS / Windows)
cargo install --locked samply

# On Linux, samply needs perf_event_open access:
echo 1 | sudo tee /proc/sys/kernel/perf_event_paranoid
```

Then run the profiling script:

```sh
# Default: 1M records, top 10 functions
./profile.sh

# Customize record count and report depth
./profile.sh --records 500000 --top 20
```

On Windows, use `.\profile.ps1` with the same options (`-Records`, `-Top`). samply uses ETW on Windows, so the script must run from an elevated PowerShell window.

The script builds optimized binaries with debug symbols, records separate samply profiles for the sync write, sync read, async write, and async read phases, and prints a table of the hottest functions from this crate by inclusive and self time.

## About

This is a passion project that I maintain on my own time. I care deeply about its quality and want it to be genuinely useful, but I also want to keep it fun and sustainable. To that end:

- **Bug reports** are always welcome. Please file issues for anything that isn't working correctly.
- **Feature requests** are best expressed as pull requests. I'm much more likely to engage with a well-crafted PR than a request for new work.
- **Timelines** are my own. I'll get to things when I can, and I may close issues or PRs that don't align with the project's direction – nothing personal.

If you find this library valuable, the best way to support it is to contribute or share it with others.