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safe-refactor

Coding & development

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Updated 11-13 16:16

About this skill

Safe Refactor

Overview

Refactoring is restructuring code without changing its observable behavior. This skill enforces a small-step, test-verified workflow that minimises risk, keeps every commit behaviour-preserving, and integrates with existing code-review and testing skills.

When to Use

Use this skill when:

  • You need to restructure, rename, or reorganise code — not add features.
  • A legacy module needs cleaning up before new work can begin.
  • You're extracting a function, class, or file and must not break callers.
  • Any change where "does it still work?" must have a reproducible answer.

Ground Rules

  1. Green before you start. Run the full test suite. If it's not green, stop — broken tests cannot tell you whether the refactor broke anything.
  2. Refactor commits contain zero behaviour change. Every refactor commit is pure structural change. Feature additions, bugfixes, and documentation that changes meaning belong in separate commits.
  3. Small mechanical steps with tests between each. No step changes more than one thing: rename one symbol, extract one function, move one file. Run the relevant tests after each step before committing.
  4. Use real tooling for renames. Never manually sed/grep across the tree. Use language-aware refactoring tools — your IDE's rename, git mv, or language-specific codemods (jscodeshift, comby, rope).
  5. Watch the blast radius. A rename in a shared module may affect dozens of files. Check imports/exports, type stubs, documentation, and generated files. When in doubt, trace the symbol's usages first.

Definition of Done

The refactor is complete when ALL of the following hold:

Criterion Verification
All existing tests pass npm test / pytest / equivalent returns exit 0
No behaviour changes Diff shows only structural change (move, rename, extract) — no logic edits
No orphaned references Linter passes (ruff, eslint, tsc --noEmit), no unresolved imports
No dead code left Coverage of refactored area is >= pre-refactor baseline
Git log is clean Each refactor step is its own commit with a descriptive message (e.g. refactor: rename Order.total() to Order.calculate_total())
CI is green Push triggers a passing CI run on the final branch

The Refactor Workflow

Step 1 — Baseline

  • Checkout a fresh branch: git checkout -b refactor/<description>
  • Run the full test suite. If it fails, fix the test environment first.
  • Record the current coverage and test count.

Step 2 — Plan the step sequence

  • Write down each atomic transformation. Example sequence for renaming a function:
    1. Add new function alongside old one
    2. Update all internal callers to use new name
    3. Remove old function
    4. Update external/exported references
  • A good heuristic: if you can't describe the step in one short sentence, it's not atomic enough.

Step 3 — Execute one step

  • Make exactly the change described in one step from the plan.
  • Run the relevant test module (not the whole suite — this is a fast feedback loop).
  • If tests pass, commit with message starting refactor: and describing what changed, not why.
  • If tests fail, revert (git checkout -- .) and redo the step more carefully.
  • Never fix a test failure by changing the test to match broken code — revert the code change.

Step 4 — Iterate

  • Repeat Step 3 for each atomic transformation in the plan.
  • Run the full suite after every 3–5 steps, or whenever you touch a shared/public interface.

Step 5 — Final verification

  • Run the full test suite one last time.
  • Run the linter with the strictest available config.
  • Run the language type checker if available.
  • Push the branch and confirm CI passes.
  • Open a PR with the description "Refactor: " and link to the plan.

Common Pitfalls

Pitfall How to avoid
Sneaking in a bugfix during refactor Commit bugfixes first on a separate branch, then start the refactor branch
One commit touches 20 files for a rename Use language-aware rename — most IDEs and git mv handle this automatically
"I'll just fix this one small thing while I'm here" Stop. Commit the refactor first, then the fix on a new branch
Tests take 20 minutes to run Isolate the test module under change for the quick inner loop; run the full suite only at checkpoints
Forgetting to update type stubs or docstrings Include .d.ts / .pyi / docstring files in your pre-commit checklist
CI passes locally but fails on the server Match the CI environment (Node version, OS, dependency locks) — use the CI Docker image or act locally

Cross-References

When you need... Use this skill
A code review before merging the refactor PR github-code-review — review diffs, inline comments, approve
Tests to validate the refactor didn't break anything test-driven-development — TDD lifecycle; or any project test framework
A deep-dive analysis of the codebase before planning understand — analyse the codebase, produce a knowledge graph
A quick spike to validate the refactor approach spike — throwaway experiment before committing to the full workflow
Writing a PR description for the refactor branch github-pr-workflow — commit, open PR, CI, merge