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Refactoring: Improving the Design of Existing Code, by Martin Fowler, Kent Beck, John Brant, William Opdyke, Don Roberts
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As the application of object technology--particularly the Java programming language--has become commonplace, a new problem has emerged to confront the software development community. Significant numbers of poorly designed programs have been created by less-experienced developers, resulting in applications that are inefficient and hard to maintain and extend. Increasingly, software system professionals are discovering just how difficult it is to work with these inherited, non-optimal applications. For several years, expert-level object programmers have employed a growing collection of techniques to improve the structural integrity and performance of such existing software programs. Referred to as refactoring, these practices have remained in the domain of experts because no attempt has been made to transcribe the lore into a form that all developers could use. . .until now. In Refactoring: Improving the Design of Existing Software, renowned object technology mentor Martin Fowler breaks new ground, demystifying these master practices and demonstrating how software practitioners can realize the significant benefits of this new process. With proper training a skilled system designe
- Sales Rank: #50109 in Books
- Color: Cream
- Published on: 1999-07-08
- Original language: English
- Number of items: 1
- Dimensions: 9.30" h x 1.20" w x 7.70" l, 2.10 pounds
- Binding: Hardcover
- 464 pages
Amazon.com Review
Your class library works, but could it be better? Refactoring: Improving the Design of Existing Code shows how refactoring can make object-oriented code simpler and easier to maintain. Today refactoring requires considerable design know-how, but once tools become available, all programmers should be able to improve their code using refactoring techniques.
Besides an introduction to refactoring, this handbook provides a catalog of dozens of tips for improving code. The best thing about Refactoring is its remarkably clear presentation, along with excellent nuts-and-bolts advice, from object expert Martin Fowler. The author is also an authority on software patterns and UML, and this experience helps make this a better book, one that should be immediately accessible to any intermediate or advanced object-oriented developer. (Just like patterns, each refactoring tip is presented with a simple name, a "motivation," and examples using Java and UML.)
Early chapters stress the importance of testing in successful refactoring. (When you improve code, you have to test to verify that it still works.) After the discussion on how to detect the "smell" of bad code, readers get to the heart of the book, its catalog of over 70 "refactorings"--tips for better and simpler class design. Each tip is illustrated with "before" and "after" code, along with an explanation. Later chapters provide a quick look at refactoring research.
Like software patterns, refactoring may be an idea whose time has come. This groundbreaking title will surely help bring refactoring to the programming mainstream. With its clear advice on a hot new topic, Refactoring is sure to be essential reading for anyone who writes or maintains object-oriented software. --Richard Dragan
Topics Covered: Refactoring, improving software code, redesign, design tips, patterns, unit testing, refactoring research, and tools.
From the Inside Flap
Once upon a time, a consultant made a visit to a development project. The consultant looked at some of the code that had been written; there was a class hierarchy at the center of the system. As he wandered through the hierarchy, the consultant saw that it was rather messy. The higher-level classes made certain assumptions about how the classes would work, assumptions that were embodied in inherited code. That code didn't suit all the subclasses, however, and was overridden quite heavily. If the superclass had been modified a little, then much less overriding would have been necessary. In other places some of the intention of the superclass had not been properly understood, and behavior present in the superclass was duplicated. In yet other places several subclasses did the same thing with code that could clearly be moved up the hierarchy.
The consultant recommended to the project management that the code be looked at and cleaned up, but the project management didn't seem enthusiastic. The code seemed to work and there were considerable schedule pressures. The managers said they would get around to it at some later point.
The consultant had also shown the programmers who had worked on the hierarchy what was going on. The programmers were keen and saw the problem. They knew that it wasn't really their fault; sometimes a new pair of eyes are needed to spot the problem. So the programmers spent a day or two cleaning up the hierarchy. When they were finished, the programmers had removed half the code in the hierarchy without reducing its functionality. They were pleased with the result and found that it became quicker and easier both to add new classes to the hierarchy and to use the classes in the rest of the system.
The project management was not pleased. Schedules were tight and there was a lot of work to do. These two programmers had spent two days doing work that had done nothing to add the many features the system had to deliver in a few months time. The old code had worked just fine. So the design was a bit more "pure" a bit more "clean." The project had to ship code that worked, not code that would please an academic. The consultant suggested that this cleaning up be done on other central parts of the system. Such an activity might halt the project for a week or two. All this activity was devoted to making the code look better, not to making it do anything that it didn't already do.
How do you feel about this story? Do you think the consultant was right to suggest further clean up? Or do you follow that old engineering adage, "if it works, don't fix it"?
I must admit to some bias here. I was that consultant. Six months later the project failed, in large part because the code was too complex to debug or to tune to acceptable performance.
The consultant Kent Beck was brought in to restart the project, an exercise that involved rewriting almost the whole system from scratch. He did several things differently, but one of the most important was to insist on continuous cleaning up of the code using refactoring. The success of this project, and role refactoring played in this success, is what inspired me to write this book, so that I could pass on the knowledge that Kent and others have learned in using refactoring to improve the quality of software. What Is Refactoring?
Refactoring is the process of changing a software system in such a way that it does not alter the external behavior of the code yet improves its internal structure. It is a disciplined way to clean up code that minimizes the chances of introducing bugs. In essence when you refactor you are improving the design of the code after it has been written.
"Improving the design after it has been written." That's an odd turn of phrase. In our current understanding of software development we believe that we design and then we code. A good design comes first, and the coding comes second. Over time the code will be modified, and the integrity of the system, its structure according to that design, gradually fades. The code slowly sinks from engineering to hacking.
Refactoring is the opposite of this practice. With refactoring you can take a bad design, chaos even, and rework it into well-designed code. Each step is simple, even simplistic. You move a field from one class to another, pull some code out of a method to make into its own method, and push some code up or down a hierarchy. Yet the cumulative effect of these small changes can radically improve the design. It is the exact reverse of the normal notion of software decay.
With refactoring you find the balance of work changes. You find that design, rather than occurring all up front, occurs continuously during development. You learn from building the system how to improve the design. The resulting interaction leads to a program with a design that stays good as development continues. What's in This Book?
This book is a guide to refactoring; it is written for a professional programmer. My aim is to show you how to do refactoring in a controlled and efficient manner. You will learn to refactor in such a way that you don't introduce bugs into the code but instead methodically improve the structure.
It's traditional to start books with an introduction. Although I agree with that principle, I don't find it easy to introduce refactoring with a generalized discussion or definitions. So I start with an example. Chapter 1 takes a small program with some common design flaws and refactors it into a more acceptable object-oriented program. Along the way we see both the process of refactoring and the application of several useful refactorings. This is the key chapter to read if you want to understand what refactoring really is about.
In Chapter 2 I cover more of the general principles of refactoring, some definitions, and the reasons for doing refactoring. I outline some of the problems with refactoring. In Chapter 3 Kent Beck helps me describe how to find bad smells in code and how to clean them up with refactorings. Testing plays a very important role in refactoring, so Chapter 4 describes how to build tests into code with a simple open-source Java testing framework.
The heart of the book, the catalog of refactorings, stretches from Chapter 5 through Chapter 12. This is by no means a comprehensive catalog. It is the beginning of such a catalog. It includes the refactorings that I have written down so far in my work in this field. When I want to do something, such as Replace Conditional with Polymorphism (255), the catalog reminds me how to do it in a safe, step-by-step manner. I hope this is the section of the book you'll come back to often.
In this book I describe the fruit of a lot of research done by others. The last chapters are guest chapters by some of these people. Chapter 13 is by Bill Opdyke, who describes the issues he has come across in adopting refactoring in commercial development. Chapter 14 is by Don Roberts and John Brant, who describe the true future of refactoring, automated tools. I've left the final word, Chapter 15, to the master of the art, Kent Beck. Refactoring in Java
For all of this book I use examples in Java. Refactoring can, of course, be done with other languages, and I hope this book will be useful to those working with other languages. However, I felt it would be best to focus this book on Java because it is the language I know best. I have added occasional notes for refactoring in other languages, but I hope other people will build on this foundation with books aimed at specific languages.
To help communicate the ideas best, I have not used particularly complex areas of the Java language. So I've shied away from using inner classes, reflection, threads, and many other of Java's more powerful features. This is because I want to focus on the core refactorings as clearly as I can.
I should emphasize that these refactorings are not done with concurrent or distributed programming in mind. Those topics introduce additional concerns that are beyond the scope of this book. Who Should Read This Book?
This book is aimed at a professional programmer, someone who writes software for a living. The examples and discussion include a lot of code to read and understand. The examples are all in Java. I chose Java because it is an increasingly well-known language that can be easily understood by anyone with a background in C. It is also an object-oriented language, and object-oriented mechanisms are a great help in refactoring.
Although it is focused on the code, refactoring has a large impact on the design of system. It is vital for senior designers and architects to understand the principles of refactoring and to use them in their projects. Refactoring is best introduced by a respected and experienced developer. Such a developer can best understand the principles behind refactoring and adapt those principles to the specific workplace. This is particularly true when you are using a language other than Java, because you have to adapt the examples I've given to other languages.
Here's how to get the most from this book without reading all of it.
If you want to understand what refactoring is, read Chapter 1; the example should make the process clear. If you want to understand why you should refactor, read the first two chapters. They will tell you what refactoring is and why you should do it. If you want to find where you should refactor, read Chapter 3. It tells you the signs that suggest the need for refactoring. If you want to actually do refactoring, read the first four chapters completely. Then skip-read the catalog. Read enough of the catalog to know roughly what is in there. You don't have to understand all the details. When you actually need to carry out a refactoring, read the refactoring in detail and use it to help you. The catalog is a reference section, so you probably won't want to read it in one go. You should also read the guest chapters, especially Chapter 15.
Building on the Foundations Laid by Others
I need to say right now, at the beginning, that I owe a big debt with this book, a debt to those whose work over the last decade has developed the field of refactoring. Ideally one of them should have written this book, but I ended up being the one with the time and energy.
Two of the leading proponents of refactoring are Ward Cunningham and Kent Beck. They used it as a central part of their development process in the early days and have adapted their development processes to take advantage of it. In particular it was my collaboration with Kent that really showed me the importance of refactoring, an inspiration that led directly to this book.
Ralph Johnson leads a group at the University of Illinois at Urbana-Champaign that is notable for its practical contributions to object technology. Ralph has long been a champion of refactoring, and several of his students have worked on the topic. Bill Opdyke developed the first detailed written work on refactoring in his doctoral thesis. John Brant and Don Roberts have gone beyond writing words into writing a tool, the Refactoring Browser, for refactoring Smalltalk programs.
Acknowledgments
Even with all that research to draw on, I still needed a lot of help to write this book. First and foremost, Kent Beck was a huge help. The first seeds were planted in a bar in Detroit when Kent told me about a paper he was writing for the Smalltalk Report Beck, hanoi. It not only provided many ideas for me to steal for Chapter 1 but also started me off in taking notes of refactorings. Kent helped in other places too. He came up with the idea of code smells, encouraged me at various sticky points, and generally worked with me to make this book work. I can't help thinking he could have written this book much better himself, but I had the time and can only hope I did the subject justice.
As I've written this, I wanted to share much of this expertise directly with you, so I'm very grateful that many of these people have spent some time adding some material to this book. Kent Beck, John Brant, William Opdyke, and Don Roberts have all written or co-written chapters. In addition, Rich Garzaniti and Ron Jeffries have added useful sidebars.
Any author will tell you that technical reviewers do a great deal to help in a book like this. As usual, Carter Shanklin and his team at Addison-Wesley put together a great panel of hard-nosed reviewers. These were
Ken Auer, Rolemodel Software, Inc. Joshua Bloch, Javasoft John Brant, University of Illinois at Urbana-Champaign Scott Corley, High Voltage Software, Inc. Ward Cunningham, Cunningham & Cunningham, Inc. Stephane Ducasse Erich Gamma, Object Technology International, Inc. Ron Jeffries Ralph Johnson, University of Illinois Joshua Kerievsky, Industrial Logic, Inc. Doug Lea, SUNY Oswego Sander Tichelaar
They all added a great deal to the readability and accuracy of this book, and removed at least some of the errors that can lurk in any manuscript. I'd like to highlight a couple of very visible suggestions that made a difference to the look of the book. Ward and Ron got me to do Chapter 1 in the side-by-side style. Joshua suggested the idea of the code sketches in the catalog.
In addition to the official review panel there were many unofficial reviewers. These people looked at the manuscript or the work in progress on my Web pages and made helpful comments. They include Leif Bennett, Michael Feathers, Michael Finney, Neil Galarneau, Hisham Ghazouli, Tony Gould, John Isner, Brian Marick, Ralf Reissing, John Salt, Mark Swanson, Dave Thomas, and Don Wells. I'm sure there are others who I've forgotton; I apologize and offer my thanks.
A particularly entertaining review group is the infamous reading group at the University of Illinois at Urbana-Champaign. Because this book reflects so much of their work, I'm particularly grateful for their efforts captured in real audio. This group includes Fredrico "Fred" Balaguer, John Brant, Ian Chai, Brian Foote, Alejandra Garrido, Zhijiang "John" Han, Peter Hatch, Ralph Johnson, Songyu "Raymond" Lu, Dragos-Anton Manolescu, Hiroaki Nakamura, James Overturf, Don Roberts, Chieko Shirai, Les Tyrell, and Joe Yoder.
Any good idea needs to be tested in a serious production system. I saw refactoring have a huge effect on the Chrysler Comprehensive Compensation system (C3). I want to thank all the members of that team: Ann Anderson, Ed Anderi, Ralph Beattie, Kent Beck, David Bryant, Bob Coe, Marie DeArment, Margaret Fronczak, Rich Garzaniti, Dennis Gore, Brian Hacker, Chet Hendrickson, Ron Jeffries, Doug Joppie, David Kim, Paul Kowalsky, Debbie Mueller, Tom Murasky, Richard Nutter, Adrian Pantea, Matt Saigeon, Don Thomas, and Don Wells. Working with them cemented the principles and benefits of refactoring into me on a firsthand basis. Watching their progress as they use refactoring heavily helps me see what refactoring can do when applied to a large project over many years.
Again I had the help of J. Carter Shanklin at Addison-Wesley and his team: Krysia Bebick, Susan Cestone, Chuck Dutton, Kristin Erickson, John Fuller, Christopher Guzikowski, Simone Payment, and Genevieve Rajewski. Working with a good publisher is a pleasure; they provided a lot of support and help.
Talking of support, the biggest sufferer from a book is always the closest to the author, in this case my (now) wife Cindy. Thanks for loving me even when I was hidden in the study. As much time as I put into this book, I never stopped being distracted by thinking of you.
From the Back Cover
As the application of object technology--particularly the Java programming language--has become commonplace, a new problem has emerged to confront the software development community. Significant numbers of poorly designed programs have been created by less-experienced developers, resulting in applications that are inefficient and hard to maintain and extend. Increasingly, software system professionals are discovering just how difficult it is to work with these inherited, "non-optimal" applications. For several years, expert-level object programmers have employed a growing collection of techniques to improve the structural integrity and performance of such existing software programs. Referred to as "refactoring," these practices have remained in the domain of experts because no attempt has been made to transcribe the lore into a form that all developers could use. . .until now. In Refactoring: Improving the Design of Existing Code, renowned object technology mentor Martin Fowler breaks new ground, demystifying these master practices and demonstrating how software practitioners can realize the significant benefits of this new process.
�
With proper training a skilled system designer can take a bad design and rework it into well-designed, robust code. In this book, Martin Fowler shows you where opportunities for refactoring typically can be found, and how to go about reworking a bad design into a good one. Each refactoring step is simple--seemingly too simple to be worth doing. Refactoring may involve moving a field from one class to another, or pulling some code out of a method to turn it into its own method, or even pushing some code up or down a hierarchy. While these individual steps may seem elementary, the cumulative effect of such small changes can radically improve the design. Refactoring is a proven way to prevent software decay.
�
In addition to discussing the various techniques of refactoring, the author provides a detailed catalog of more than seventy proven refactorings with helpful pointers that teach you when to apply them; step-by-step instructions for applying each refactoring; and an example illustrating how the refactoring works. The illustrative examples are written in Java, but the ideas are applicable to any object-oriented programming language.
Most helpful customer reviews
28 of 28 people found the following review helpful.
Making tired old code better
By Amazon Customer
The basic thesis of this book is that, for various reasons, real programs are poorly designed. They get that way for a variety of reasons. Initially well designed, extending the program may lead to software decay. Huge methods may result from unanticipated complexity. Refactoring, according to Fowler, is a function preserving transformation of a program. The transformations are reversible, so the intention is to improve the program in some way.
Fowler suggests refactoring a program to simplify the addition of new functionality. The program should also be refactored to make it easier for human readers to understand at the same time.
He also insists that each step is small and preserves functionality, and on frequent unit testing with a comprehensive test suite.
Half of the book consists of a catalogue of refactorings. He gives each refactoring a memorable name, such as "Replace Type Code with Subclasses". He illustrates the design transformation with a pair of UML class diagrams, and has a standard set of sections: Motivation, Mechanics and Example.
The Motivation is a prose section that describes and justifies the refactoring, showing the relationship to other refactorings.
The Mechanics is a sequence of steps needed to carry out the refactoring, shown as a list of bullet points He expands on some points.
The Example is where the value of this book lies. Fowler takes a fragment of Java code, and takes us step by step through the refactoring. The code is small enough that he can show it all each step of the way without overwhelming us, but is large enough to be realistic.
The code is clear enough for non-Java programmers to follow. He explains his code well enough for the book to function as a Java tutorial where the meaning of the code is not obvious. One or two of the refactorings are specific to the Java object model, and do not apply to other languages. Other languages would benefit from similar treatment, but there are very few language-specific refactorings.
The book is very much of the Design Patterns movement, with frequent references to patterns. The aim of a factoring may be to achieve a particular pattern, or it may take advantage of a particular pattern. The book can be used as a tutorial on Design Patterns.
I have a small number of complaints. Fowler advocates the use of refactoring while studying code for a code review. One needs to be very sensitive to the feelings of the programmer here, especially if he or she is a novice. The reviewer should read the code with refactoring in mind, and possible refactorings recommended, but it is for the programmer to make the changes.
Reading this book has inspired me to refactor some of my own code. My mistakes underlined the need to take small steps, and to test frequently. I spent a day building a useful Delphi testing framework from the description Fowler gives of the JUnit testing framework. The one category of code that does not seem to lend itself to this approach is some highly coupled parsing code. While I can extract small blocks of code, they remain tightly coupled with each other, and it is hard to give them meaningful names. The answer here may be to use the top down approach of recursive descent, rather than the bottom up approach of refactoring. Perhaps recursive descent can guide refactoring. Refactoring is largely a local approach. One can almost say a pinhole approach. Sometimes a global view is needed.
In summary, I would say that this very good book would be of use to Java programmers who have some understanding and much bafflement. It is very good for us older dogs who have become a little jaded and need some new ideas and motivation.
0 of 0 people found the following review helpful.
A thoroughly entertaining treatment of what could be a dry topic
By Shivesh K Suman
The authors need to be congratulated and thanked for their humorous and engaging presentation of what could have been a long dry and dreary list of dos and don'ts.
I just started reading this book and I was wondering if it is going to be too dry and difficult to read. Instead, I have been pleasantly surprised on how entertaining - along with being informative, educative and thorough - this book is.There are several interesting anecdotes - the narration of which is aimed at underscoring what is important and where we should focus our efforts on. The lead author engages in quite a bit of self deprecating humor while narrating these stories - while clearly having written this book - he is an authority on the topic and all the techniques being described. The point of the humor - as I understand is to help us adopt good practices and good coding habits.
In addition to these anecdotes, the book is littered with witty and funny prose in order to drive home important points. Here is a sample from the text where the authors tell us why they included "Comments" as one of the code smells:
"Don’t worry, we aren’t saying that people shouldn’t write comments. In our olfactory analogy, comments aren’t a bad smell; indeed they are a sweet smell. The reason we mention comments here is that comments often are used as a deodorant."
I can't remember having seen humor being applied so effectively in a text/reference book of this stature to make a point. And the point being made here is that comments often tend to describe code which is hard to understand and good code should be self descriptive and hence comments should not really be needed if the code was indeed self-descriptive. I am happy that such a writing style makes it hard for me to put the book down and to continue reading!
0 of 0 people found the following review helpful.
Good for programmers at any level
By Y. Nakai
Regardless of whether you adopt each and every one of the recommended practices, this book clearly and concisely presents each concept with simple examples, UML diagrams, and good explanations of the pros and cons of performing each refactoring, as well as when to use them. These are great techniques to add to your toolset as an object-oriented programmer.
Be aware that as defined by the book, refactoring means changing a program without altering the behavior of the program ("Improving the design of existing code.") Refactoring is essential for any software that must be maintained or upgraded, so this book can be a great aid to anyone who works with code.
As a Gang of Four affiliated book, it uses the concept of patterns and a catalog to efficiently present material. It also uses the concept of "smells" of code to bridge intuition and best practices.
Overall, a worthwhile read.
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