Software Development
Last updated: January 15, 2025

Refactoring

Comprehensive explanation of Refactoring techniques, principles, and best practices for improving code quality

8 min readUpdated 1/15/2025

Refactoring

Refactoring is the process of restructuring existing computer code without changing its external behavior. The goal is to improve the code's readability, maintainability, and extensibility while preserving its functionality.

Definition

Refactoring is a disciplined technique for restructuring an existing body of code, altering its internal structure without changing its external behavior. It's a way to clean up code that has been written, to make it easier to understand and cheaper to modify.

Core Principles

1. Behavior Preservation

  • No Functional Changes: External behavior remains exactly the same
  • Comprehensive Testing: Tests verify that behavior is preserved
  • Incremental Changes: Small, safe steps that can be easily reversed
  • Verification: Each step is verified before moving to the next

2. Code Improvement

  • Readability: Make code easier to understand
  • Maintainability: Make code easier to modify
  • Extensibility: Make code easier to extend
  • Performance: Improve performance where appropriate

3. Systematic Approach

  • Small Steps: Make changes in small, manageable increments
  • Frequent Testing: Test after each small change
  • Version Control: Use version control to track changes
  • Documentation: Document the refactoring process

When to Refactor

1. Code Smells

Long Methods

  • Extract Method: Break long methods into smaller, focused methods
  • Extract Class: Move related functionality to a new class
  • Extract Variable: Introduce explanatory variables

Large Classes

  • Extract Class: Split large classes into smaller, focused classes
  • Extract Interface: Define clear interfaces for classes
  • Extract Superclass: Create inheritance hierarchies

Duplicate Code

  • Extract Method: Consolidate duplicate code into shared methods
  • Extract Class: Move duplicate code to a shared class
  • Template Method: Use inheritance to share common behavior

2. Design Problems

Poor Abstraction

  • Extract Class: Create proper abstractions
  • Extract Interface: Define clear contracts
  • Replace Inheritance with Delegation: Use composition over inheritance

Tight Coupling

  • Extract Interface: Reduce dependencies on concrete classes
  • Dependency Injection: Inject dependencies rather than creating them
  • Extract Method: Reduce method dependencies

Poor Naming

  • Rename Method: Use descriptive method names
  • Rename Variable: Use clear variable names
  • Rename Class: Use meaningful class names

3. Performance Issues

Inefficient Algorithms

  • Replace Algorithm: Use more efficient algorithms
  • Extract Method: Optimize specific parts of code
  • Inline Method: Remove unnecessary method calls

Memory Issues

  • Extract Method: Reduce memory usage
  • Replace Constructor with Factory Method: Control object creation
  • Extract Class: Better memory management

Common Refactoring Techniques

1. Composing Methods

Extract Method

// Before
function printOwing(amount) {
    printBanner();
    console.log("name: " + name);
    console.log("amount: " + amount);
}

// After
function printOwing(amount) {
    printBanner();
    printDetails(amount);
}

function printDetails(amount) {
    console.log("name: " + name);
    console.log("amount: " + amount);
}

Inline Method

// Before
function getRating() {
    return moreThanFiveLateDeliveries() ? 2 : 1;
}

function moreThanFiveLateDeliveries() {
    return numberOfLateDeliveries > 5;
}

// After
function getRating() {
    return numberOfLateDeliveries > 5 ? 2 : 1;
}

2. Moving Features

Move Method

// Before
class Account {
    overdraftCharge() {
        if (this.type.isPremium()) {
            let result = 10;
            if (this.daysOverdrawn > 7) result += (this.daysOverdrawn - 7) * 0.85;
            return result;
        } else {
            return this.daysOverdrawn * 1.75;
        }
    }
}

// After
class AccountType {
    overdraftCharge(daysOverdrawn) {
        if (this.isPremium()) {
            let result = 10;
            if (daysOverdrawn > 7) result += (daysOverdrawn - 7) * 0.85;
            return result;
        } else {
            return daysOverdrawn * 1.75;
        }
    }
}

Extract Class

// Before
class Person {
    getName() { return this.name; }
    getTelephoneNumber() { return this.officeAreaCode + " " + this.officeNumber; }
    getOfficeAreaCode() { return this.officeAreaCode; }
    setOfficeAreaCode(arg) { this.officeAreaCode = arg; }
    getOfficeNumber() { return this.officeNumber; }
    setOfficeNumber(arg) { this.officeNumber = arg; }
}

// After
class Person {
    getName() { return this.name; }
    getTelephoneNumber() { return this.officeTelephone.getTelephoneNumber(); }
    getOfficeTelephone() { return this.officeTelephone; }
}

class TelephoneNumber {
    getTelephoneNumber() { return this.areaCode + " " + this.number; }
    getAreaCode() { return this.areaCode; }
    setAreaCode(arg) { this.areaCode = arg; }
    getNumber() { return this.number; }
    setNumber(arg) { this.number = arg; }
}

3. Organizing Data

Replace Magic Number with Named Constant

// Before
function potentialEnergy(mass, height) {
    return mass * 9.81 * height;
}

// After
const GRAVITATIONAL_CONSTANT = 9.81;

function potentialEnergy(mass, height) {
    return mass * GRAVITATIONAL_CONSTANT * height;
}

Replace Type Code with Class

// Before
class Person {
    static get O() { return 0; }
    static get A() { return 1; }
    static get B() { return 2; }
    static get AB() { return 3; }
    
    constructor(bloodGroup) {
        this.bloodGroup = bloodGroup;
    }
}

// After
class BloodGroup {
    static get O() { return new BloodGroup(0); }
    static get A() { return new BloodGroup(1); }
    static get B() { return new BloodGroup(2); }
    static get AB() { return new BloodGroup(3); }
    
    constructor(code) {
        this.code = code;
    }
}

class Person {
    constructor(bloodGroup) {
        this.bloodGroup = bloodGroup;
    }
}

Refactoring Process

1. Preparation

Understand the Code

  • Read the Code: Understand what the code does
  • Identify Smells: Look for code smells and design problems
  • Plan the Refactoring: Decide what needs to be changed
  • Set Up Tests: Ensure you have good test coverage

Create Safety Net

  • Comprehensive Tests: Write tests for all functionality
  • Automated Tests: Use automated testing frameworks
  • Manual Testing: Test critical user scenarios
  • Backup: Use version control for safety

2. Execution

Make Small Changes

  • One Change at a Time: Make only one change per step
  • Test After Each Change: Verify that tests still pass
  • Commit Frequently: Use version control to track changes
  • Document Changes: Keep notes of what was changed

Verify Behavior

  • Run Tests: Ensure all tests pass
  • Manual Testing: Test critical functionality
  • Code Review: Have someone review the changes
  • Performance Testing: Check for performance impact

3. Completion

Final Verification

  • Integration Testing: Test the entire system
  • User Acceptance: Verify with end users
  • Documentation: Update relevant documentation
  • Team Review: Share changes with the team

Tools and Technologies

Refactoring Tools

IDE Support

  • IntelliJ IDEA: Advanced refactoring tools for Java
  • Visual Studio: Refactoring support for .NET
  • Eclipse: Java refactoring tools
  • VS Code: JavaScript/TypeScript refactoring

Language-Specific Tools

  • ReSharper: .NET refactoring tool
  • SonarLint: Code quality and refactoring suggestions
  • ESLint: JavaScript code quality tool
  • Pylint: Python code analysis

Testing Tools

Unit Testing

  • JUnit: Java unit testing framework
  • NUnit: .NET unit testing framework
  • Jest: JavaScript testing framework
  • pytest: Python testing framework

Integration Testing

  • TestNG: Java integration testing
  • xUnit: .NET integration testing
  • Mocha: JavaScript integration testing
  • Robot Framework: Python integration testing

Best Practices

1. Before Refactoring

  • Ensure Good Test Coverage: Have comprehensive tests before starting
  • Understand the Code: Make sure you understand what the code does
  • Plan the Refactoring: Decide what needs to be changed and how
  • Set Up Version Control: Use version control to track changes

2. During Refactoring

  • Make Small Changes: Change one thing at a time
  • Test Frequently: Test after each small change
  • Keep Tests Passing: Never commit code that breaks tests
  • Document Changes: Keep notes of what was changed

3. After Refactoring

  • Verify Behavior: Ensure the code still works correctly
  • Update Documentation: Update any relevant documentation
  • Share Changes: Let the team know about the changes
  • Monitor Performance: Check for any performance impact

Challenges and Solutions

1. Common Challenges

  • Large Codebases: Refactoring large, complex systems
  • Legacy Code: Working with old, poorly documented code
  • Time Constraints: Finding time for refactoring
  • Team Resistance: Getting team buy-in for refactoring

2. Solutions

  • Incremental Approach: Refactor in small, manageable pieces
  • Good Tests: Comprehensive test coverage provides confidence
  • Clear Communication: Explain the benefits of refactoring
  • Demonstrate Value: Show how refactoring improves productivity

3. Risk Management

  • Backup Strategy: Always have a way to revert changes
  • Gradual Rollout: Deploy changes gradually
  • Monitoring: Monitor system behavior after changes
  • Rollback Plan: Have a plan to rollback if needed

1. AI-Assisted Refactoring

  • Automated Suggestions: AI tools that suggest refactoring opportunities
  • Smart Refactoring: AI-powered refactoring tools
  • Predictive Analysis: Predict which code needs refactoring
  • Intelligent Testing: AI-generated tests for refactored code

2. Advanced Tools

  • Visual Refactoring: Visual tools for understanding code structure
  • Dependency Analysis: Tools that analyze code dependencies
  • Impact Analysis: Tools that predict the impact of refactoring
  • Automated Refactoring: Tools that automatically refactor code

3. Team Collaboration

  • Collaborative Refactoring: Tools for team-based refactoring
  • Code Review Integration: Integrated refactoring and code review
  • Knowledge Sharing: Tools for sharing refactoring knowledge
  • Best Practice Libraries: Libraries of common refactoring patterns

Conclusion

Refactoring is a crucial skill for maintaining high-quality, maintainable code. By following systematic approaches and using appropriate tools, developers can safely improve code structure without changing its behavior.

The key to successful refactoring is to make small, incremental changes while maintaining comprehensive test coverage. This approach minimizes risk while providing the benefits of improved code quality and maintainability.


This article provides a comprehensive overview of Refactoring techniques. For specific implementation guidance or training, contact our team to discuss how we can help your organization implement effective refactoring practices.

Sources & Further Reading

Footnotes

1.

Refactoring was popularized by Martin Fowler in his 1999 book 'Refactoring: Improving the Design of Existing Code'

2.

The key principle of refactoring is that it should not change the external behavior of the code while improving its internal structure