On June 3, 2020, TechTalk hosted a meetup at which I spoke about managing the various kinds of uncertainty that we routinely encounter on projects that involve legacy code. I presented a handful of ideas for how we might improve our practices related to testing, design, planning, and collaboration. These ideas and practices help us with general software project work, but they help us even more when working with legacy code, since legacy code tends to add significant uncertainty and pressure to every bit of our work. Fortunately, we can build our skill while doing everyday work away from legacy code, then exploit that extra skill when we work with legacy code. Here are some questions that came up during this session and some answers to those questions.

You’ll find the remaining articles in this series here as they are released.

What do you think about exploratory refactoring? Do you use this technique sometimes?

Yes, I absolutely do! I believe that programmers can benefit from both exploratory refactoring and feature-oriented refactoring, but they need to remain aware of which they are doing at any time, because they might need to work differently with each strategy to achieve those benefits.

When I’m refactoring in order to add a feature or change a specific part of the code, I remind myself to focus on that part of the code and to treat any other issues I find as distractions. I write down other design problems or testing tasks in my Inbox as I work. I relentlessly resist the urge to do those things “while I’m in this part of the code”. I don’t even follow the Two-Minute Rule here: I insist on refactoring only the code that right now stands between me and finishing the task. Once I have added my feature, I release the changes, then spend perhaps 30 minutes cleaning up before moving on, which might include finishing a few of those Two-Minute tasks.

The rest of the time, I’m exploring. I’m removing duplication, improving names, trying to add microtests, and hoping that those activities lead somewhere helpful. This reminds me of the part of The Goal, when the manufacturing floor workers engineered a sale by creating an efficiency that nobody in the sales department had previously thought possible. When I do this, I take great care to timebox the activity. I use timers to monitor how much time I’m investing and I stop when my time runs out. I take frequent breaks—I use programming episodes of about 40 minutes—in order to give my mind a chance to rise out of the details and notice higher-level patterns. I don’t worry about making progress, because I donI ’t yet know what progress would look like—instead I know it when I see it. By putting all these safeguards in place, I feel confident in letting myself focus deeply on exploring by refactoring. I avoid distracting feelings of guilt or pressure while I do this work. I also feel comfortable throwing it all away in case it leads nowhere good or somewhere bad. This combination of enabling focus and limiting investment leads me over time to increasingly better results. As I learn more about the code, exploratory refactoring turns into feature-oriented refactoring, which provides more slack for more exploratory refactoring, creating a virtuous cycle.

What is your experience with Approval Tests, in cases where writing conventional unit tests might be to expensive?

I like the Golden Master technique (and particularly using the Approval Tests library), especially when text is already a convenient format for describing the output of the system. I use it freely and teach it as part of my Surviving Legacy Code course. It provides a way to create tests from whatever text output the system might already produce.

I get nervous when programmers start going out of their way to add a text-based interfaces to code that doesn’t otherwise need it only for the purpose of writing Golden Master tests. In this case, checking objects in memory with equals() tends to work well enough and costs less. I notice it often that programmers discover a helpful technique, then try to use it everywhere, then run into difficulties, then invest more in overcoming those difficulties than they would invest in merely doing things another way. Golden Master/Approval Tests represents merely another situation in which this risk comes to the surface.

I get nervous when programmers start choosing to write integrated tests for code where microtests would work equally well. When programmers think about adding Golden Master tests, they tend to think of these as end-to-end tests, because they often judge that as the wisest place to start. Just as in the previous paragraph, they sometimes fall into the trap of believing that “since it has helped so far, we must always do it this way”. No law prevents you from writing unit tests using Golden Master/Approval Tests! Indeed, some of the participants of my Surviving Legacy Code training independently discover this idea and use it to great effect. Imagine a single function that tangles together complicated calculations and JSON integration: it might help a lot to use Approval Tests to write Golden Master tests for this function while you slowly isolate the calculations from the JSON parsing and formatting. The Golden Master tests work very well with multiline text, such as values expressed in JSON format, but probably make the calculation tests awkward, compared with merely checking numeric values in memory using assertEquals().

When programmers use Golden Master/Approval Tests, they need to treat it as just one tool in their toolbox. This is the same as with any technique! I tend to treat Golden Master as a temporary and complementary technique. I use it when I focus on writing tests as a testing technique, even though I tend to prefer to write tests for design feedback. Not everyone does this! If you find yourself in the stage where you’re drowning in defects and need to focus on fixing them, then Golden Master can be a great tool to get many tests running early. Once you’ve stopped drowning, it becomes easier to look at replacing Golden Master with simpler and more-powerful unit tests—eventually microtests.

Do you need to learn more about surviving legacy code? Are you looking for a place and an opportunity to practise? Would you like a chance to get answers to questions like these? Great! Join me in September 2020 for Surviving Legacy Code online, hosted by TechTalk.