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#
# Copyright (C) 2014-2025 Jan Marvin Garbuszus and Sebastian Jeworutzki
#
# This program is free software; you can redistribute it and/or modify it
# under the terms of the GNU General Public License as published by the
# Free Software Foundation; either version 2 of the License, or (at your
# option) any later version.
#
# This program is distributed in the hope that it will be useful, but WITHOUT
# ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or
# FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for
# more details.
#
# You should have received a copy of the GNU General Public License along
# with this program. If not, see <http://www.gnu.org/licenses/>.
#' Write Stata Binary Files
#'
#' \code{save.dta13} writes a Stata dta-file bytewise and saves the data
#' into a dta-file.
#'
#' @param file \emph{character.} Path to the dta file you want to export.
#' @param data \emph{data.frame.} A data.frame Object.
#' @param data.label \emph{character.} Name of the dta-file.
#' @param time.stamp \emph{logical.} If \code{TRUE}, add a time.stamp to the
#' dta-file.
#' @param convert.factors \emph{logical.} If \code{TRUE}, factors will be
#' converted to Stata variables with labels.
#' Stata expects strings to be encoded as Windows-1252, so all levels will be
#' recoded. Character which can not be mapped in Windows-1252 will be saved as
#' hexcode.
#' @param convert.dates \emph{logical.} If \code{TRUE}, dates will be converted
#' to Stata date time format. Code from \code{foreign::write.dta}
#' @param convert.underscore \emph{logical.} If \code{TRUE}, all non numerics or
#' non alphabet characters will be converted to underscores.
#' @param tz \emph{character.} time zone specification to be used for
#' POSIXct values and dates (if convert.dates is TRUE). ‘""’ is the current
#' time zone, and ‘"GMT"’ is UTC (Universal Time, Coordinated).
#' @param add.rownames \emph{logical.} If \code{TRUE}, a new variable rownames
#' will be added to the dta-file.
#' @param compress \emph{logical.} If \code{TRUE}, the resulting dta-file will
#' use all of Statas numeric-vartypes.
#' @param version \emph{numeric.} Stata format for the resulting dta-file either
#' Stata version number (6 - 16) or the internal Stata dta-format (e.g. 117 for
#' Stata 13). Support for large datasets: Use version="15mp" to
#' save the dataset in the new Stata 15/16 MP file format. This feature is not
#' thoroughly tested yet.
#' @return The function writes a dta-file to disk. The following features of the
#' dta file format are supported:
#' \describe{
#' \item{datalabel:}{Dataset label}
#' \item{time.stamp:}{Timestamp of file creation}
#' \item{formats:}{Stata display formats. May be used with
#' \code{\link[base]{sprintf}}}
#' \item{type:}{Stata data type (see Stata Corp 2014)}
#' \item{var.labels:}{Variable labels}
#' \item{version:}{dta file format version}
#' \item{strl:}{List of character vectors for the new strL string variable
#' type. The first element is the identifier and the second element the
#' string.}
#' }
#' @seealso \code{\link[foreign]{read.dta}} in package \code{foreign} and
#' \code{memisc} for dta files from Stata versions < 13 and \code{read_dta} in
#' package \code{haven} for Stata version >= 13.
#' @references Stata Corp (2014): Description of .dta file format
#' \url{https://www.stata.com/help.cgi?dta}
#' @examples
#' \dontrun{
#' library(readstata13)
#' save.dta13(cars, file="cars.dta")
#' }
#' @author Jan Marvin Garbuszus \email{jan.garbuszus@@ruhr-uni-bochum.de}
#' @author Sebastian Jeworutzki \email{sebastian.jeworutzki@@ruhr-uni-bochum.de}
#' @useDynLib readstata13, .registration = TRUE
#' @export
save.dta13 <- function(data, file, data.label=NULL, time.stamp=TRUE,
convert.factors=TRUE, convert.dates=TRUE, tz="GMT",
add.rownames=FALSE, compress=FALSE, version=117,
convert.underscore=FALSE){
if (!is.data.frame(data))
stop("The object \"data\" must have class data.frame")
if (!dir.exists13(dirname(file)))
stop("Path is invalid. Possibly a non-existing directory.")
# Allow writing version as Stata version not Stata format
if (version=="15mp" | version=="16mp")
version <- 119
if (version==15L | version==16L)
version <- 118
if (version==14L)
version <- 118
if (version==13L)
version <- 117
if (version==12L)
version <- 115
if (version==11L | version==10L)
version <- 114
if (version==9L | version==8L)
version <- 113
if (version==7)
version <- 110
if (version==6)
version <- 108
if (version<102 | version == 109 | version == 116 | version>121)
stop("Version mismatch abort execution. No data was saved.")
sstr <- 2045
sstrl <- 32768
sdouble <- 65526
sfloat <- 65527
slong <- 65528
sint <- 65529
sbyte <- 65530
if (version < 117) {
sstr <- 244
sstrl <- 244
sdouble <- 255
sfloat <- 254
slong <- 253
sint <- 252
sbyte <- 251
}
if (version<111 | version==112)
sstrl <- 80
if(!is.data.frame(data)) {
stop("Object is not of class data.frame.")
}
is_utf8 <- l10n_info()[["UTF-8"]]
# Is recoding necessary?
if (version<=117) {
# Reencoding is always needed
doRecode <- TRUE
toEncoding <- "CP1252"
} else if (!is_utf8) {
# If R runs in a non UTF-8 locale and Stata > 13
doRecode <- TRUE
toEncoding <- "UTF-8"
} else {
# utf-8 and Stata > 13
doRecode <- FALSE
}
if (add.rownames) {
if (doRecode) {
rwn <- save.encoding(rownames(data), toEncoding)
} else {
rwn <-rownames(data)
}
data <- data.frame(rownames= rwn,
data, stringsAsFactors = F)
}
rownames(data) <- NULL
if (convert.underscore) {
names(data) <- gsub("[^a-zA-Z0-9_]", "_", names(data))
names(data)[grepl("^[0-9]", names(data))] <-
paste0( "_", names(data)[grepl("^[0-9]", names(data))])
}
filepath <- path.expand(file)
# For now we handle numeric and integers
vartypen <- sapply(data, class)
names(vartypen) <- names(data)
# Convert logicals to integers
for (v in names(vartypen[vartypen == "logical"]))
data[[v]] <- as.integer(data[[v]])
vartypen <- vtyp <- sapply(data, class)
# Identify POSIXt
posix_datetime <- which(sapply(data,
function(x) inherits(x, "POSIXt")))
vartypen[posix_datetime] <- vtyp[posix_datetime] <- "POSIXt"
# Change origin to 1960-01-01
# times: seconds from 1970-01-01 + 10 years (new origin 1960-01-01) * 1000 = miliseconds
# go back 1h
for (v in names(vartypen[vartypen == "POSIXt"]))
data[[v]] <- (as.double(data[[v]]) + 315622800 - 60*60)*1000
if (convert.factors){
if (version < 106) {
hasfactors <- sapply(data, is.factor)
if (any(hasfactors))
warning(paste("dta-format < 106 can not handle factors.",
"Labels are not saved!"))
}
# If our data.frame contains factors, we create a label.table
factors <- which(sapply(data, is.factor))
f.names <- attr(factors,"names")
label.table <- vector("list", length(f.names))
names(label.table) <- f.names
valLabel <- sapply(data, class)
valLabel[valLabel != "factor"] <- ""
i <- 0
for (v in factors) {
i <- i + 1
if (doRecode) {
f.levels <- save.encoding(levels(data[[v]]), toEncoding)
} else {
f.levels <- levels(data[[v]])
}
f.labels <- as.integer(labels(levels(data[[v]])))
attr(f.labels, "names") <- f.levels
f.labels <- f.labels[names(f.labels) != ".."]
label.table[[ (f.names[i]) ]] <- f.labels
valLabel[v] <- f.names[i]
}
attr(data, "label.table") <- rev(label.table)
if (doRecode) {
valLabel <- sapply(valLabel, save.encoding, toEncoding)
}
attr(data, "vallabels") <- valLabel
} else {
attr(data, "label.table") <- NULL
attr(data, "vallabels") <- rep("",length(data))
}
if (convert.dates) {
dates <- which(sapply(data,
function(x) inherits(x, "Date"))
)
for (v in dates)
data[[v]] <- as.vector(
julian(data[[v]],as.Date("1960-1-1", tz = "GMT"))
)
}
# is.numeric is TRUE for integers
ff <- sapply(data, is.numeric)
ii <- sapply(data, is.integer)
factors <- sapply(data, is.factor)
empty <- sapply(data, function(x) all(is.na(x) & !is.character(x)))
ddates <- vartypen == "Date"
# default no compression: numeric as double; integer as long; date as date;
# empty as byte
if (!compress) {
vartypen[ff] <- sdouble
vartypen[ii] <- slong
vartypen[factors] <- slong
vartypen[ddates] <- -sdouble
vartypen[empty] <- sbyte
} else {
varTmin <- sapply(data[(ff | ii) & !empty], function(x) min(x,na.rm=TRUE))
varTmax <- sapply(data[(ff | ii) & !empty], function(x) max(x,na.rm=TRUE))
# check if numerics can be stored as integers
numToCompress <- sapply(data[ff], saveToExport)
if (any(numToCompress)) {
saveToConvert <- names(data[ff])[numToCompress]
# replace numerics as integers
data[saveToConvert] <- sapply(data[saveToConvert], as.integer)
# recheck after update
ff <- sapply(data, is.numeric)
ii <- sapply(data, is.integer)
}
vartypen[ff] <- sdouble
bmin <- -127; bmax <- 100
imin <- -32767; imax <- 32740
# check if integer is byte, int or long
for (k in names(which(ii & !empty))) {
vartypen[k][varTmin[k] < imin | varTmax[k] > imax] <- slong
vartypen[k][varTmin[k] > imin & varTmax[k] < imax] <- sint
vartypen[k][varTmin[k] > bmin & varTmax[k] < bmax] <- sbyte
}
factorlength <- sapply(data[factors & !empty], nlevels)
for (k in names(which(factors & !empty))) {
vartypen[factors & factorlength[k] > 0x1.000000p127] <- slong
vartypen[factors & factorlength[k] < 0x1.000000p127] <- sint
vartypen[factors & factorlength[k] < 101] <- sbyte
}
# keep dates as is
vartypen[ddates] <- -sdouble
# cast empty variables as byte
vartypen[empty] <- sbyte
}
# recode character variables. >118 wants utf-8, so encoding may be required
if(doRecode) {
#TODO: use seq_len ?
for(v in (1:ncol(data))[vartypen == "character"]) {
data[, v] <- save.encoding(data[, v], toEncoding)
}
}
# str and strL are stored by maximum length of chars in a variable
str.length <- sapply(data[vartypen == "character"], FUN=maxchar)
str.length[str.length > sstr] <- sstrl
# vartypen for character
for (v in names(vartypen[vartypen == "character"]))
{
# str.length[str.length > sstr] <- sstrl # no loop necessary!
vartypen[[v]] <- str.length[[v]]
}
# save type bevor abs()
formats <- vartypen
vartypen <- abs(as.integer(vartypen))
attr(data, "types") <- vartypen
# ToDo: Add propper check.
# # value_label_names must be < 33 chars
# if (sapply(valLabel,FUN=maxchar) >= 33)
# message ("at least one variable name is to long.")
# Resize varnames to 32. Stata requires this. It allows storing 32*4 bytes,
# but can not work with longer variable names. Chars can be 1 - 4 bytes we
# count the varnames in R. Get nchars and trim them.
varnames <- names(data)
lenvarnames <- sapply(varnames, nchar)
maxlen <- 32
if (version <= 108)
maxlen <- 8
if (version >= 118)
maxlen <- 128
if (any (lenvarnames > maxlen)) {
message ("Varname to long. Resizing. Max size is ", maxlen, ".")
names(data) <- sapply(varnames, strtrim, width = maxlen)
}
# Stata format "%9,0g" means european format
formats <- vartypen
formats[vtyp == "Date"] <- "%td"
formats[vtyp == "POSIXt"] <- "%tc"
formats[formats == sdouble] <- "%9.0g"
formats[formats == sfloat] <- "%9.0g"
formats[formats == slong] <- "%9.0g"
formats[formats == sint] <- "%9.0g"
formats[formats == sbyte] <- "%9.0g"
formats[vartypen >= 0 & vartypen <= sstr] <-
paste0("%", formats[vartypen >= 0 & vartypen <= sstr], "s")
formats[formats == sstrl] <- "%9s"
attr(data, "formats") <- formats
# Create a datalabel
if (is.null(data.label)) {
attr(data, "datalabel") <- "Written by R"
} else {
if (version == 102L)
warning("Format 102 does not print a data label in Stata.")
if (doRecode) {
data.label <- save.encoding(data.label, toEncoding)
}
attr(data, "datalabel") <- data.label
}
# Create the 17 char long timestamp. It may contain 17 char long strings
if (!time.stamp) {
attr(data, "timestamp") <- ""
} else {
lct <- Sys.getlocale("LC_TIME"); Sys.setlocale("LC_TIME", "C")
attr(data, "timestamp") <- format(Sys.time(), "%d %b %Y %H:%M")
Sys.setlocale("LC_TIME",lct)
}
expfield <- attr(data, "expansion.fields")
if (doRecode) {
expfield <- lapply(expfield, function(x) iconv(x, to=toEncoding))
}
attr(data, "expansion.fields") <- rev(expfield)
attr(data, "version") <- as.character(version)
if (version < 117)
attr(data, "version") <- version
# If length of varlabels differs from ncols drop varlabels. This can happen,
# when the initial data.frame was read by read.dta13 and another variable was
# attached. In this case the last variable label has a non existing variable
# label which will crash our Rcpp code. Since varlabels do not respect the
# ordering inside the data frame, we simply drop them.
varlabels <- attr(data, "var.labels")
if (doRecode) {
attr(data, "var.labels") <- save.encoding(varlabels, toEncoding)
}
if (!is.null(varlabels) & (length(varlabels)!=ncol(data))) {
attr(data, "var.labels") <- NULL
warning("Number of variable labels does not match number of variables.
Variable labels dropped.")
}
if (version >= 117)
invisible( stata_save(filePath = filepath, dat = data) )
else
invisible( stata_pre13_save(filePath = filepath, dat = data) )
}
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