Docs: reading and writing files; patch_inplace() is not atomic (#6017)

docs/mkdocs/docs/api/basic_json/patch_inplace.md

@@ -15,7 +15,9 @@ the patch. This function applies a JSON patch in place and returns void.
 
 ## Exception safety
 
-No guarantees, value may be corrupted by an unsuccessful patch operation.
+No guarantees: if an operation fails, the operations before it stay applied, and a failing `move` operation may already
+have removed the value at its "from" location. Use [`patch`](patch.md) if the value must be unchanged after a failed
+patch.
 
 ## Exceptions
 
@@ -62,8 +64,19 @@ the JSON value, the complexity can usually be neglected.
 ## Notes
 
 Unlike [`patch`](patch.md), `patch_inplace` applies the operation "in place" and no copy of the JSON value is created.
-That makes it faster for large documents by avoiding the copy. However, the JSON value might be corrupted if the
-function throws an exception.
+That makes it faster for large documents by avoiding the copy.
+
+!!! warning "Not atomic"
+
+    `patch_inplace` applies the operations one after the other and does not undo them when one fails. After an
+    exception, the value holds the result of the operations before the failing one, and a failing `move` operation
+    (a "remove" followed by an "add") may already have removed the value at its "from" location; see the second example
+    below. [RFC 6902](https://tools.ietf.org/html/rfc6902#section-5) requires that a patch with a failing operation is
+    not deemed successful, but leaves open what happens to the document.
+
+    If the value must stay unchanged when the patch fails, use [`patch`](patch.md), which applies the patch to a copy:
+    `#!cpp j = j.patch(json_patch);`. Validating the patch beforehand is not enough, as "test" operations and missing
+    paths are only detected while the patch is applied.
 
 Duplicate member names inside an operation object are resolved by the parser before the patch is applied (the last one
 is kept, see [`object_t`](object_t.md#behavior)), so `#!json {"op": "add", "op": "remove", "path": "/a"}` is a

docs/mkdocs/docs/features/files.md

@@ -0,0 +1,130 @@
+# Reading and writing files
+
+The library has no functions that take a file name. It reads from and writes to streams, so files are handled with
+`#!cpp std::ifstream` and `#!cpp std::ofstream` (or a `#!cpp FILE*` when reading). This page collects the recipes for
+the common cases and the mistakes that show up again and again.
+
+## Reading a JSON file
+
+Pass the stream to [`parse`](../api/basic_json/parse.md) directly, and check that the file was opened:
+
+```cpp
+#include <fstream>
+#include <stdexcept>
+#include <string>
+#include <nlohmann/json.hpp>
+
+using json = nlohmann::json;
+
+json read_json_file(const std::string& path)
+{
+    std::ifstream f(path);
+    if (!f.is_open())
+    {
+        throw std::runtime_error("cannot open " + path);
+    }
+    return json::parse(f);
+}
+```
+
+- **Check that the file is open.** A stream that failed to open looks like an empty input, so `parse` reports
+  [`parse_error.101`](../home/exceptions.md#jsonexceptionparse_error101) ("unexpected end of input") at line 1,
+  column 1 instead of saying that the file is missing. A relative path is resolved against the working directory of the
+  running program, which is often not the directory of the source file (see the
+  [FAQ](../home/faq.md#parsing-a-file-fails-with-unexpected-end-of-input)).
+- **Don't read the file into a string first.** Parsing from a `#!cpp std::ifstream` is only about 10 to 20 % slower
+  than reading the whole file into a string with one `read()` and parsing that, and it needs no memory for the copy (see
+  [input sources and performance](parsing/index.md#input-sources-and-performance)). The common way to read a file with
+  `#!cpp std::istreambuf_iterator<char>` is so slow that it takes about twice as long as parsing from the stream. Read
+  the file into a string only if you need the text itself, for example for an error message. This advice is for
+  `#!cpp json::parse`. [`json_document`](json_view.md) reads a stream into a buffer that it owns anyway, so there is no
+  copy to save: reading the file into a `#!cpp std::string` yourself and passing that as an lvalue, which the document
+  borrows, was about 6 to 12 % faster than parsing from the stream, with the same single buffer.
+- `parse` requires the file to hold exactly one JSON value. Files with one value per line are read with
+  [JSON Lines](parsing/json_lines.md); files too large for memory are covered in
+  [Large, streamed, and partial input](parsing/large_and_partial_input.md).
+
+## Writing a JSON file
+
+[`dump`](../api/basic_json/dump.md) the value into a string first, then write the string:
+
+```cpp
+void write_json_file(const std::string& path, const json& j)
+{
+    const std::string text = j.dump(4) + '\n';  // may throw: nothing is written yet
+
+    std::ofstream f(path, std::ios::binary);
+    if (!f.is_open())
+    {
+        throw std::runtime_error("cannot open " + path);
+    }
+    f << text;
+    f.close();
+    if (f.fail())
+    {
+        throw std::runtime_error("cannot write " + path);
+    }
+}
+```
+
+- **Serialize before opening the file.** Opening a `#!cpp std::ofstream` truncates the file. `dump` and
+  [`operator<<`](../api/operator_ltlt.md) throw [`type_error.316`](../home/exceptions.md#jsonexceptiontype_error316)
+  when a string is not valid UTF-8 (see [handling invalid UTF-8](serialization.md#handling-invalid-utf-8)), and
+  `#!cpp f << std::setw(4) << j` may already have written part of the value when it throws. Serializing into a string
+  first leaves the old file untouched in that case.
+- **Check the stream after closing it.** A full disk or a missing permission sets the stream's error state; it does not
+  throw unless you enabled exceptions on the stream with `exceptions()`.
+- `std::ios::binary` writes the text as it is. Without it, Windows writes `\r\n` for every newline of a pretty-printed
+  value.
+
+## Replacing a file without corrupting it
+
+The library never writes a file itself, so this section is not about the library. It is general C++ advice for a
+problem users of the library keep running into.
+
+A program that crashes or is killed while it writes leaves a truncated file behind. To make sure readers see either the
+old or the new contents, write to a temporary file in the same directory and rename it over the original
+(C++17, `#!cpp <filesystem>`):
+
+```cpp
+#include <filesystem>
+
+void replace_json_file(const std::filesystem::path& path, const json& j)
+{
+    std::filesystem::path tmp = path;
+    tmp += ".tmp";  // use a unique name if several processes may write the file
+
+    write_json_file(tmp.string(), j);
+    std::filesystem::rename(tmp, path);  // replaces path
+}
+```
+
+The temporary file must be in the same directory (more precisely, on the same file system) as the target: a rename
+across file systems does not fall back to a copy, it fails and throws `#!cpp std::filesystem::filesystem_error`. On
+POSIX systems, the rename atomically replaces the file. Standard C++ has no way to flush a file to the disk (`fsync`),
+so this protects against a crashed program, but not necessarily against a power loss.
+
+## Binary formats
+
+The [binary formats](binary_formats/index.md) work the same way, with the streams opened in binary mode:
+
+```cpp
+// read
+std::ifstream in("data.cbor", std::ios::binary);
+json j = json::from_cbor(in);
+
+// write
+const std::vector<std::uint8_t> bytes = json::to_cbor(j);
+std::ofstream out("data.cbor", std::ios::binary);
+out.write(reinterpret_cast<const char*>(bytes.data()), static_cast<std::streamsize>(bytes.size()));
+```
+
+Without `std::ios::binary`, Windows turns the bytes `0x0D 0x0A` into `0x0A` and may stop at a byte `0x1A` while reading,
+and turns `0x0A` into `0x0D 0x0A` while writing, which corrupts the data.
+
+## See also
+
+- [Parsing](parsing/index.md) - the inputs `parse` accepts
+- [Serialization](serialization.md) - the options of `dump`
+- [`parse`](../api/basic_json/parse.md), [`dump`](../api/basic_json/dump.md)
+- [`operator>>`](../api/operator_gtgt.md), [`operator<<`](../api/operator_ltlt.md)

docs/mkdocs/docs/features/index.md

@@ -46,6 +46,8 @@ C++ types, and finally serialize it again.
   [BJData](binary_formats/bjdata.md), [BON8](binary_formats/bon8.md), [BSON](binary_formats/bson.md),
   [CBOR](binary_formats/cbor.md), [MessagePack](binary_formats/messagepack.md), or [UBJSON](binary_formats/ubjson.md).
 - [Binary values](binary_values.md) — store and exchange raw byte sequences.
+- [Reading and writing files](files.md) — read and write files safely, including replacing a file without
+  corrupting it.
 
 ## How values are stored and configured
 

docs/mkdocs/docs/features/json_patch.md

@@ -29,7 +29,8 @@ other three continue on its result.
 
     [`patch`](../api/basic_json/patch.md) leaves the original value unchanged and returns the patched result as a copy.
     If the document is large and the original value is no longer needed,
-    [`patch_inplace`](../api/basic_json/patch_inplace.md) applies the same operations in place instead.
+    [`patch_inplace`](../api/basic_json/patch_inplace.md) applies the same operations in place instead. Unlike
+    `patch`, it is not atomic: if an operation fails, the operations before it stay applied.
 
 !!! note "Duplicate member names"
 

docs/mkdocs/docs/features/json_view.md

@@ -160,7 +160,9 @@ document: `#!cpp auto v = json_document::parse(text).root();` does not compile.
   wide. The limit is 16 bytes below 2^32, because the parser reads in 16-byte steps, and a position one step past the
   end must still fit.
 - **A stream is always read to its end.** There is no partial/streaming read of an `#!cpp std::istream`: the stream
-  is read to its end into a buffer the document owns, and parsing starts after that.
+  is read to its end into a buffer the document owns, and parsing starts after that. For a file, reading it into a
+  `#!cpp std::string` yourself and parsing that (an lvalue is borrowed) is therefore not more expensive in memory, and
+  was about 6 to 12 % faster than parsing from an `#!cpp std::ifstream`.
 - **Fewer source positions after edits.** With
   [`JSON_DIAGNOSTIC_POSITIONS`](../api/macros/json_diagnostic_positions.md) enabled,
   [`materialize()`](../api/basic_json_view/materialize.md) sets the same positions as `#!cpp basic_json::parse()`.

docs/mkdocs/docs/features/parsing/index.md

@@ -35,6 +35,8 @@ std::ifstream f("example.json");
 json data = json::parse(f);
 ```
 
+See [Reading and writing files](../files.md) for checking that the file was opened and for writing files safely.
+
 The input must be encoded in UTF-8; other encodings are not supported. The exception is wide-character input, which
 is read as UTF-16 or UTF-32 — depending on the character type — and converted to UTF-8; see the
 [`parse`](../../api/basic_json/parse.md) page for an example. A single input may contain only one JSON value.
@@ -84,6 +86,9 @@ ahead: after parsing, it is positioned exactly as if every character had been re
 [`operator>>`](../../api/operator_gtgt.md) can still read several values from one stream (see also
 [JSON Lines](json_lines.md)).
 
+This does not hold for [`json_document`](../json_view.md): it reads a stream into a buffer it owns, so the stream saves
+no memory, and reading the file into a `#!cpp std::string` yourself and borrowing it is about 6 to 12 % faster.
+
 Two macros switch these optimizations off without changing any result:
 [`JSON_DISABLE_STREAM_BULK_SCAN`](../../api/macros/json_disable_stream_bulk_scan.md) for stream buffers that do not
 follow the usual `std::streambuf` contract, and

docs/mkdocs/docs/features/performance.md

@@ -39,7 +39,9 @@ iterator pair over non-contiguous but random-access storage (e.g. `#!cpp std::de
 optimization but not the second, since the byte-scanning fast path requires contiguous storage.
 
 Practically: a file can be passed directly to `parse`, which also avoids the memory for a copy of the file. Reading it
-into a string first is no longer necessary for speed:
+into a string first is no longer necessary for speed (this is for `#!cpp json::parse`; a
+[`json_document`](json_view.md) reads a stream into an owned buffer anyway, so for it reading the file into a string
+and borrowing that is the faster way):
 
 ```cpp
 // fast: the stream buffer's get area is scanned in bulk

docs/mkdocs/docs/features/serialization.md

@@ -17,6 +17,9 @@ To write a value directly to a stream (for example, a file or `#!cpp std::cout`)
 std::cout << j << std::endl;
 ```
 
+To write a file without leaving a truncated file behind when serialization fails, see
+[Reading and writing files](files.md#writing-a-json-file).
+
 !!! note "String, not raw value"
 
     `dump` always returns a **JSON text**. Serializing a JSON string therefore includes the surrounding quotes and

docs/mkdocs/docs/home/faq.md

@@ -110,7 +110,7 @@ in the source files that need it, instantiate `basic_json` once, and consider pr
 The parser did not see any character: the file was most likely not opened. A relative path is resolved against the
 working directory of the running program, which is often the build directory of your IDE, not the source directory.
 Check `is_open()` and try an absolute path. Other causes are an empty file and a stream that was already read. See
-[`parse_error.101`](exceptions.md#jsonexceptionparse_error101).
+[`parse_error.101`](exceptions.md#jsonexceptionparse_error101) and [Reading and writing files](../features/files.md).
 
 ### Input that arrives in chunks
 

docs/mkdocs/mkdocs.yml

@@ -130,6 +130,7 @@ nav:
           - features/element_access/unchecked_access.md
           - features/element_access/checked_access.md
           - features/element_access/default_value.md
+      - features/files.md
       - features/iterators.md
       - features/merge_patch.md
       - features/json_patch.md