Refactoring Framework for Tech Debt

  • Importance of establishing clear practices and guidelines for engineering teams.
  • Role of inventory in understanding and managing technical debt effectively.
  • Significance of making refactoring processes visible, rewarding, and resilient.
  • Strategies for prioritizing refactoring tasks alongside product development.
  • Approaches for integrating refactoring into regular engineering workflows.

Refactoring code is a critical aspect of software development, yet it often gets overshadowed by the urgency of delivering new features. Establishing a clear framework for refactoring can help engineering teams address technical debt without derailing product development. This framework comprises three essential pillars: practices, inventory, and process.

The first pillar, practices, involves setting clear goals and guidelines for the engineering team. Practices act as a North Star, guiding the team toward consistent and effective code structure and architecture. This includes documenting coding guidelines, structuring code logically, and choosing preferred patterns for component composition. By having these practices in place, teams can avoid arbitrary refactoring driven by individual preferences and instead work toward a common goal.

The second pillar, inventory, is about understanding the current state of the codebase. Inventory involves logging technical debt and identifying areas that need refactoring. This process requires gathering facts about the codebase and assessing how far it is from the desired architecture. It also involves maintaining a separate document, such as a technical debt accounting document, to track and prioritize technical debt items. Such documentation helps prevent backlog tickets from becoming neglected and ensures that technical debt is addressed methodically.

The third pillar, process, involves the actual execution of refactoring tasks. It's essential to treat refactoring as any other task in the project management process. This means making refactoring tasks visible, assigning ownership, and tracking progress. Refactoring should not be done in isolation or hidden within product-related pull requests. Instead, separate PRs should be created for refactoring tasks to ensure they receive proper attention and do not interfere with product development.

Visibility is a crucial aspect of the refactoring process. Clearly separating refactoring tasks in project management tools helps teams manage them effectively. Additionally, making refactoring efforts rewarding can help gain buy-in from the engineering team. Celebrating code removal and organizing events like "Marie Kondo Fridays" to remove unnecessary code can motivate the team and make refactoring a shared achievement.

To ensure the sustainability of the refactoring process, teams need to make it resilient. Product delivery often takes precedence, and tight deadlines can push refactoring tasks aside. Assigning priorities to technical debt items helps teams focus on the most critical issues while planning for multi-month refactoring efforts. Regular engineering huddles, dedicated to discussing code health and technical debt, can keep refactoring efforts on track even during busy periods.

Managing technical debt requires a cultural shift within engineering teams. Refactoring should be treated as an integral part of the development process, rather than a separate phase that disrupts product delivery. By building a refactoring culture, teams can continuously improve their codebases without compromising on product development.

Refactoring versus rewriting is another consideration. While rewriting the codebase may have been a common practice in the past, refactoring offers a more sustainable approach. In today's stable front-end development environment, evolving the architecture and codebase gradually is often more effective than starting from scratch.

Communication with management is also crucial when dealing with technical debt. While engineers view debt as a burden, management may see it as leverage for faster delivery. Demonstrating the impact of technical debt on productivity through metrics and examples can help bridge this gap and align priorities.

Test coverage plays a vital role in ensuring the safety and effectiveness of refactoring efforts. Comprehensive testing, including unit tests and integration tests, provides the confidence needed to make changes without introducing new issues. Type safety and automated tests further enhance the reliability of refactoring processes.

Incorporating refactoring into regular workflows requires a pragmatic approach. Long-lived branches for refactoring tasks can prevent disruptions to delivery schedules while allowing teams to address technical debt incrementally. Collaboration and communication within the team are key to maintaining a balance between refactoring and product development.

Ultimately, establishing a strong refactoring framework can lead to healthier codebases and more efficient engineering teams. By focusing on practices, inventory, and process, teams can manage technical debt effectively while continuing to deliver valuable features to their users.

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Let’s face it: technical debt is inevitable and rewriting your code every 6 months is not an option. Refactoring is a complex topic that doesn't have a one-size-fits-all solution. Frontend applications are particularly sensitive because of frequent requirements and user flows changes. New abstractions, updated patterns and cleaning up those old functions - it all sounds great on paper, but it often fails in practice: todos accumulate, tickets end up rotting in the backlog and legacy code crops up in every corner of your codebase. So a process of continuous refactoring is the only weapon you have against tech debt. In the past three years, I’ve been exploring different strategies and processes for refactoring code. In this talk I will describe the key components of a framework for tackling refactoring and I will share some of the learnings accumulated along the way. Hopefully, this will help you in your quest of improving the code quality of your codebases.

This talk has been presented at React Day Berlin 2022, check out the latest edition of this React Conference.

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FAQ

Alex comes from Romania and works at Code Sandbox. He is also an organizer of JS Heroes, a community event based in Cluj, Romania.

Alex suggests making refactoring visible and rewarding within the team, ensuring it is treated like any other task, documented, and celebrated to maintain team motivation and awareness.

Alex advocates for refactoring, which involves making incremental improvements to the codebase, rather than rewriting, which entails starting from scratch. He believes refactoring is generally more beneficial as it evolves the existing codebase progressively.

The Code Sandbox team manages technical debt by documenting it in a specific technical debt accounting document, prioritizing it, and incorporating it into their regular engineering processes, ensuring it's handled continuously and transparently.

Alex's talk focuses on the culture of refactoring rather than specific techniques. He discusses how to integrate refactoring into the regular workflow of engineering teams without disrupting product development.

The 'three pillars of refactoring' mentioned by Alex include practices, which define the goal or desired architecture; inventory, which involves assessing and prioritizing technical debt; and process, which outlines the steps to manage and execute refactoring tasks.

Technical debt accounting is a document used at Code Sandbox to track technical debts introduced during development, including their reasons, possible solutions, ownership, and priority.

Alex discusses creating a technical debt accounting document, making refactoring efforts visible and rewarding for the team, and ensuring the refactoring process is resilient even during tight deadlines or lower priorities.

Alex Moldovan
Alex Moldovan
29 min
02 Dec, 2022

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Video Summary and Transcription
This Talk discusses the importance of refactoring in software development and engineering. It introduces a framework called the three pillars of refactoring: practices, inventory, and process. The Talk emphasizes the need for clear practices, understanding of technical debt, and a well-defined process for successful refactoring. It also highlights the importance of visibility, reward, and resilience in the refactoring process. The Talk concludes by discussing the role of ownership, management, and prioritization in managing technical debt and refactoring efforts.

1. Introduction and Background

Hello, everyone. It's such a nice view to be in front of a stage after such a long time. I've been here before. I had a great time. So as Yanni said, my name is Alex. I work at code sandbox. I'm organizing JS Heroes. Our next event is May 2023. I want to talk today about refactoring. But before I start, there's this link at the bottom. Bit.ly slash Alex refactoring. You can find the slides there. You can also find me on Twitter at Alex and Moldovan. That's pretty much about it.

2. Why I want to talk about refactoring

I want to talk about refactoring culture. I'm fascinated by why we haven't figured out how to refactor our code without impacting product development. We can build engineering teams and cultures around introducing refactoring as any other task. Understanding that it's okay to live with technical debt, we need to manage it. I will present a framework called the three pillars of refactoring: practices, inventory, and process.

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