Refactoring brings order to code chaos, improves code quality, and enables your team to work efficiently without encountering unexpected problems. Learn everything you need to know about code refactoring in this guide! Discover how to turn a chaotic warehouse into a perfectly organized storehouse.
The most important information in brief
- What is refactoring? The restructuring of existing code to improve its readability and maintainability without changing the basic functionality of the software.
- What are the benefits? Refactoring improves code quality, facilitates maintenance, increases testability, reduces complexity, and enables more efficient use of resources within the team.
- What methods are available? Common techniques include renaming variables, extracting methods, embedding, moving values to local variables, and adding parameters.
- What are the challenges? Technically, functionality must be ensured through extensive testing (risk of merge conflicts). On a human level, it requires trust from stakeholders as well as time and experience within the development team.
- Which tool supports this? CodeCharta (a tool from MaibornWolff) is suitable for visualizing and analyzing code structures, for example.
What is Refactoring?
When refactoring code, the existing code is restructured in many small steps, known as refactorings, without changing its basic functionality. The aim is to increase the comprehensibility of the code and thus enable resource-saving further development in the long term.
In practice, this means that the code is tidied up and the software quality is improved without the users of the system noticing any changes in functionality. This includes, for example:
- renaming variables,
- introducing new abstractions,
- reducing nesting depth and
- removing unused code.
The aim is to model the technical and domain language as clearly as possible so that teams always remain capable of acting and can integrate new functions.
Good to know: The core of refactoring consists of small, behaviour-neutral code changes. By stringing together several of these so-called refactorings, you can significantly improve your code base. Since each individual change is very small, the risk remains low and the code remains functional throughout.
When do I need refactoring?
Code that isn't maintained over a long period of time can become more and more chaotic. In this case, the code quality deteriorates significantly, understanding disappears and complexity increases.
At this point, at the latest, complaints about so-called ‘spaghetti code’ start to pile up. And for good reason! This causes a significant increase in implementation effort, makes troubleshooting more difficult and prevents efficient work. In short: it leads to increasing paralysis.
If you encounter problems such as inadequate security standards, limited scalability or a lack of integration with new technologies, simple refactoring will not suffice. In this case, software modernisation is necessary, as outdated software can significantly impair the efficiency of your company.
Advantages and objectives of refactoring
Whether for debugging, implementing new features or during a review, refactoring should be considered at every stage of software development. This is because it offers a number of advantages that improve the software:
- Reduced complexity and comprehensibility: The complexity of the code is reduced, making it easier to understand. This facilitates teamwork and simplifies maintenance.
- Testability: A clearer structure ensures better testability and helps to identify errors at an early stage.
- Debugging: Bugs can be found and fixed more quickly because the code is clearer.
- Resource conservation: An optimised code base reduces resource consumption and increases efficiency.
And the best thing about it: Refactoring can be done during ongoing development without interrupting the development process.
Refactoring methods
- Rename: Rename variables, methods or classes to make them more meaningful and understandable.
- Embed: Move compact and understandable code directly to the location where it is needed, rather than outsourcing it to methods or variables.
- Extract methods: Move complex and confusing code segments into separate methods and describe them with meaningful method names.
- Move to local variables: Instead of leaving values without context in the code, it makes sense to store them in descriptive variables. For example, 3.14 should be referred to as PI.
- Add parameters: If data changes frequently within a method, it should be passed as a parameter. This extends the parameter list and reduces the need to modify the method.
- Move to field: Move recurring values in a class to a common field to simplify maintenance.
These methods should be selected and applied as needed and according to project requirements.
The principles of clean code are a good starting point for agreeing on certain rules and structures.
The refactoring process
There is no single approach that is suitable for every project. Each project requires individual measures to be defined: what needs to be restructured, how, and to what extent. Since there is no one-size-fits-all solution, this is only a rough guide.
At MaibornWolff, however, we place great value on transparency and knowledge transfer: That is why we accompany you from the very beginning on your way to a maintenance-friendly, resource-saving and future-proof application. With our decades of experience in software development and in performing our software health checks, we tailor the following approach to your individual needs – whether for new applications or for old, difficult-to-maintain monoliths.
Step 1: Joining the project
To gain an overview of the existing code and the underlying processes, the most important metrics should be analyzed first, such as:
- cyclomatic complexity,
- nesting depth,
- test coverage,
- file sizes and
- the number of functions and classes.
Large and complex files can be an initial indication of code that is difficult to understand and modify.
This analysis makes it possible to view the applications in isolation and make further decisions. In this step, it should also be clarified which quality assurance processes, such as code reviews, already exist.
With CodeCharta, we can clearly communicate problems and solutions at all levels.
Step 2: Prioritisation and implementation
Based on the information from the previous step, a decision is made as to which parts of the code should be restructured as a priority or as part of daily work. Transparency is crucial here: it is not important how the code arrived at its current form, but how the existing problems can be solved.
Step 3: Integration into the development process
Prioritisation is followed by integration. It is important to note that refactoring is most effective when integrated into daily development work. This includes:
- implementation,
- debugging and
- testing.
However, every rule has its exceptions: particularly incomprehensible or complex code passages must be isolated and restructured separately. The areas affected by this have already been identified during prioritisation.
Tip: Did you know that the most incomprehensible parts of code are often the most important? Frequently used sections of code tend to become messy and contain errors. Therefore, it is quite possible that the parts isolated in step 1 are the core of your code.
Step 4: Maintain functionality
A major challenge in software refactoring is not to change the existing functionality of the code. To achieve this, you need good test coverage to check the functionality before and after refactoring. This process can be perceived as additional effort, but in fact it is simply an important part of quality assurance in code refactoring.
Step 5: Dedicated refactoring projects
Once the scope has been defined, all affected code sections are systematically rather than incrementally, i.e. step by step, revised. Only once these isolated code sections have been successfully restructured is the remaining code tackled.
Tip: After restructuring the prioritised code sections, the remaining code should be incrementally refactored. This should already have been done in step 3 and must now be applied to the restructured code to improve readability and simplify complex structures. Regular progress reviews and plan adjustments are important to keep the code base maintainable and flexible.
Refactoring – the challenges
Refactoring improves code quality and maintainability, but it comes with specific challenges. The decision to refactor requires a trade-off between short-term development speed and long-term stability.
The most common challenges in practice are:
- Preserving functionality: The greatest technical difficulty lies in making massive changes to the internal structure without affecting the external behavior of the software.
- Testing effort: Comprehensive test coverage is essential to rule out regression errors. Often, tests must be written before the actual refactoring can begin.
- Merge conflicts: Extensive restructuring in separate branches increases the risk of complex conflicts when merging code, which delays reintegration.
- Delayed visibility: The benefits of refactoring (e.g., faster maintenance) often only become apparent after a delay. This makes it difficult for stakeholders to accept, as no direct functional changes are visible.
- Resource commitment: Successful refactoring requires experienced developers who can identify dependencies in the code. These resources are often lacking in day-to-day operations for new features.
FAQs about refactoring
What is refactoring?
Refactoring is the restructuring of existing code to improve its understandability and maintainability without changing its functionality. It helps to increase code quality and enable more efficient software development in the long term.
What is CodeCharta and how does it help with refactoring?
CodeCharta is a code visualisation tool developed by MaibornWolff. It helps identify and communicate structural problems. It also helps developers and stakeholders better understand the status and progress of the refactoring process.
What are the challenges of refactoring?
Technical challenges include maintaining functionality and the need for testing. Human challenges include gaining trust and acceptance of the necessity among stakeholders. Both levels require experienced developers and clear communication.
What is the purpose of code refactoring?
The goal of code refactoring is to improve the internal structure of existing code without changing its external behaviour. This increases code quality, readability and maintainability.
Richard Gross is Head of Software Archaeology and has been working in IT modernisation since 2013. As a member of the division management team, he drives forward topics such as technical excellence. As a team leader and architect, he supports teams in achieving a return on investment as early and continuously as possible. To achieve this, he coaches teams in code quality, test automation and collective ownership. His technical focus is on hexagonal architectures, test DSLs, hypermedia APIs and the expressive and unambiguous modelling of the domain as code. Richard shares his knowledge through active pair programming, training courses, technical articles and presentations at international conferences. He has also been involved for many years in the open source project CodeCharta, which enables non-developers to gain an understanding of the quality of their software.