Code Refactoring - Overview

Overview

Refactoring is usually motivated by noticing a code smell. For example the method at hand may be very long, or it may be a near duplicate of another nearby method. Once recognized, such problems can be addressed by refactoring the source code, or transforming it into a new form that behaves the same as before but that no longer "smells". For a long routine, one or more smaller subroutines can be extracted; or for duplicate routines, the duplication can be removed and replaced with one shared function. Failure to perform refactoring can result in accumulating technical debt.

There are two general categories of benefits to the activity of refactoring.

1. Maintainability. It is easier to fix bugs because the source code is easy to read and the intent of its author is easy to grasp. This might be achieved by reducing large monolithic routines into a set of individually concise, well-named, single-purpose methods. It might be achieved by moving a method to a more appropriate class, or by removing misleading comments.
2. Extensibility. It is easier to extend the capabilities of the application if it uses recognizable design patterns, and it provides some flexibility where none before may have existed.

Before refactoring a section of code, a solid set of automatic unit tests is needed. The tests should demonstrate in a few seconds that the behavior of the module is correct. The process is then an iterative cycle of making a small program transformation, testing it to ensure correctness, and making another small transformation. If at any point a test fails, the last small change is undone and repeated in a different way. Through many small steps the program moves from where it was to where you want it to be. Proponents of extreme programming and other agile methodologies describe this activity as an integral part of the software development cycle.