Continuous Refactoring

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Code bases that are not cared for tend to take the same route as a compost heap. They rot. Every line of code that is written starts to age at the moment of its creation. Due to limited information at the time of writing, newly written code is mostly an inappropriate solution for the problem. First you get it to solve the problem.

Try using test-driven development (TDD) for validating that your problem is solved. But you shouldn't stop there. The TDD mantra is red-green-refactor.

So after solving your problem you must look at your code base from a wider perspective. How does it fit with your systems architecture, the programming model principles (e.g., object oriented, functional, etc.), the language idioms?

Can you see any code smells like

  • duplication (near and far),
  • inconsistent or uninformative names,
  • long pieces of code
  • unintelligible boolean expressions
  • long sequences of conditionals
  • working in the intestines of other units (objects, modules)
  • exposing your internal state?

Your IDE may help you with this. The code intentions they provide offer a good starting point as they are tailored to the language and sometimes offer quick fixes (dubbed refactoring by example by Kent Beck).

If so you have an opportunity to take action. Try deodorizing the smelly code. Don't rush. Just take small steps. And keep your tests running so that you can easily see if you broke something. In Martin Fowler's Refactoring the steps of the refactorings presented are outlined in great detail, so it's easy to follow. I would suggest doing the steps at least once manually to get a feeling for the preconditions and side effects of each refactoring. Thinking about what you're doing is absolutely necessary when refactoring. A small glitch can become a big deal as it may affect a larger part of the code base than anticipated.

Ask for help if your gut feeling does not guide you in the right direction. Pair with a co-worker for the refactoring session. Two sets of eyes and experiences can have a significant effect — especially if one of these is unclouded by the initial implementation approach.

Another great way to look for the target of your refactoring is design patterns. Although the original work by Martin Fowler et al does not rely on design patterns that heavily, the additional work of Joshua Kerievsky does a good job in discussing design patterns as goals for refactorings.

Fortunately in our time we have the tools available to help us with automatic refactoring. Most IDEs offer an impressive range of refactorings that work on the syntactically sound parse tree of your source code (and so can even refactoring partially defective or unfinished source code). So there is no excuse for not refactoring.

When refactoring you often encounter an epiphany at some point. This happens when suddenly all puzzle pieces fall into the place where they belong and the sum of your code is bigger than its parts. From that point it is quite easy to take a leap in the development of your system or its architecture.

Further Reading:

  1. Refactoring: Improving the Design of Existing Code Fowler, Martin 1999
  2. Refactoring to Patterns (The Addison-Wesley Signature Series) Kerievsky, Joshua 2004
  3. Design Patterns, Erich Gamma, 1995
  4. Test Driven Development: By Example (Addison-Wesley Signature Series) Beck, Kent 2002

By Michael Hunger

This work is licensed under a Creative Commons Attribution 3

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