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Legacy Testing: A Practical Guide for Modern QA

Author: Vipin Jain

Last updated: October 1, 2024

Testing Legacy Code
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Legacy code. It's the backbone of many businesses, but testing it can feel like deciphering ancient hieroglyphs. Why? Often, the original developers are long gone, documentation is sparse (or nonexistent), and the tech stack is older than you'd like to admit. This makes legacy testing critical, yet incredibly challenging. In this post, we'll explore practical strategies and best practices to tackle these complexities head-on, ensuring your crucial systems remain stable and reliable. We'll cover everything from refactoring for testability and implementing modern testing techniques to leveraging AI and improving documentation.

 

 

What is Legacy Code?

Legacy code is much more than just old code. Years of knowledge were carefully accumulated, decisions taken and preserved as code and compromises were documented. Legacy codes comprise all of them and are characterized by several factors: 

  • Lack of documentation: The original developers might not have left behind sufficient documentation, making understanding the codebase's intent and functionality challenging.
  • Outdated technologies: Legacy systems often run on platforms or languages that are no longer in widespread use, complicating maintenance and testing efforts.
  • Entangled dependencies: Over the years, codebases can grow to have complex dependencies, both internally between components and externally with other systems, which can be tough to isolate for testing purposes.

These are the top three reasons why teams hesitate in testing a legacy code. The modern practices do not support such testing, and hence people try to avoid it. We are more used to modern TDD or CI/CD supports but these were not present many years back, so it becomes harder to test.

 

 

Defining Legacy Software and Systems

Let’s define “legacy code.” It's more than just old code—it's a living archive of decisions, accumulated knowledge, and hard-won compromises, all preserved in lines of code. Think of it as a historical record of how a particular piece of software evolved. This code often forms the backbone of critical systems, even if the original developers have moved on. Testing this code is crucial to ensure core functionality remains intact as we make changes, especially during periods of hypercare—that intense period of post-release support.

However, testing legacy code presents unique challenges. Documentation might be sparse, outdated, or even non-existent. The original developers might not have anticipated the need for extensive documentation, or the documentation practices of the time might not hold up to today's standards. This lack of clear guidance can make understanding the code's purpose and functionality a real headache. That's where a service like MuukTest's AI-powered test automation can be invaluable, helping to overcome these documentation hurdles and ensure comprehensive testing coverage.

Why Legacy Systems Still Exist

So, why do we still rely on these systems? There are several reasons why legacy systems remain in use, despite the challenges they present. Often, these systems are deeply embedded within an organization's operations. They might support essential business processes, hold valuable historical data, or be too costly to replace outright. Migrating to a new system can be a complex and expensive undertaking, requiring significant time, resources, and careful planning. For a deeper understanding of how companies approach these challenges, take a look at MuukTest's customer success stories.

Another factor is the presence of outdated technologies. Legacy systems often run on older platforms or use programming languages that are no longer widely supported. This can make finding developers with the necessary expertise to maintain and test these systems difficult. Additionally, integrating legacy systems with newer technologies can be a complex process, requiring specialized knowledge and careful consideration of compatibility issues. MuukTest's flexible pricing plans can help manage the costs associated with these complexities.

Finally, entangled dependencies play a significant role. Over time, codebases can develop complex interdependencies, both internally between different components and externally with other systems. These dependencies can be difficult to untangle and isolate for testing purposes. A change in one part of the system can have unintended consequences in other areas, making thorough testing essential but also more challenging. Ready to get started with modernizing your testing approach? Check out MuukTest's QuickStart guide.

Key Takeaways

  • Prioritize testing legacy code: It's essential for maintaining stable and reliable systems, even if it presents unique challenges. Focus on high-risk areas and create tests for every bug fix.
  • Modernize your testing approach: Refactoring for testability, automated testing, and using techniques like mocking and stubbing can make legacy code testing more efficient and effective.
  • Document and communicate: Create thorough documentation of your testing process and communicate regularly with your team. This shared knowledge is invaluable for future maintenance and development.

Challenges of Legacy Code Testing

Testing legacy code is not without its hurdles. These challenges can range from technical issues to process-oriented obstacles. Understanding these challenges is the first step towards overcoming them. The following are the most common hurdles:

 

The challenges of testing legacy code

 

 

  • Lack of Documentation: There is less or sometimes no documentation available and this keeps the developers or testers guessing about the purpose and functionality of a certain code. This can lead to wrong assumptions made and erroneous testing done. 
  • Complex Dependencies: In most cases, the legacy systems have several dependencies, amongst components internally and with other systems externally. Testing a single piece of functionality will affect other pieces and thus make isolated testing difficult.
  • Outdated Technologies: As technology advances, many old frameworks and languages become outdated or no longer supported. If the code is written in any such language, then it becomes too difficult to understand, debug, or modify. The testing process becomes complicated too as modern tools may not be compatible with it.
  • Brittle Code: Legacy code may become brittle over time, meaning a small change can have unforeseen consequences. Such fragile code stops the developers from making small but necessary changes to the existing tests as this might break some other thing.
  • Cultural Resistance: Yes, the cultural aspects are a big challenge too. In some organizations, the management or technical teams may resist investing time and resources in testing legacy code especially if it's perceived as working "well enough."

Addressing these challenges requires a strategic approach, combining careful planning with the right tools and processes.

 

 

Understanding the Complexities

Legacy code is more than just old code. It's a history of decisions, knowledge, and compromises made over time. This history is valuable, but it also creates complexity. Often, legacy code lacks the clear documentation of modern projects, making it hard to grasp the original intent behind certain functions. Outdated technologies can create compatibility problems with current testing tools. Plus, the web of dependencies within the codebase makes isolating components for testing a real headache. Understanding these dependencies requires a deep dive into the system's architecture, which isn't always easy to come by.

Common Pitfalls in Legacy Testing

Testing legacy code has unique challenges, from technical issues to organizational hurdles. Insufficient documentation is a major pitfall. Without it, developers and testers have to guess about the code's purpose and function, leading to flawed assumptions and ineffective tests. Technical debt, common in legacy systems, adds another layer of difficulty. Complex dependencies make it hard to isolate and test individual units, increasing the risk of unexpected problems. Outdated technologies create compatibility issues with modern testing tools. The fragile nature of legacy code means small changes can have big consequences. And finally, there can be cultural resistance. Teams might prioritize new features over testing older systems, especially if the legacy code seems to be working "well enough." Overcoming these challenges requires a strategic approach that combines careful planning, appropriate tools, and a commitment to addressing technical debt. For a more efficient and comprehensive approach to legacy system testing, consider exploring AI-powered solutions like those offered by MuukTest.

Effective Strategies for Legacy Testing

What should we do then to test a legacy code? You have to develop a plan that involves a mix of technical and strategic approaches. Take a look at the following strategies:

  • Refactoring for Testability: First and foremost is to refactor the old code. The focus is on changing the software in such a way that the functionality remains the same though internal flows get changed. This involves adding more testability in the code to support manual or automation testing in the future. Large monolithic code pieces may be broken down into smaller functional units that are more manageable.

  • Writing Tests for Bug Fixes: This is on top of everyone’s approaches, yet seldom do people do it sincerely. Whenever a bug is encountered, make sure test cases get created for the fixes as well.  This is very useful as it not only ensures that the bug is fixed but will also help in gradually increasing the code's test coverage over time.

  • Deploy a Testing Framework: To streamline the testing process, always select and deploy a testing framework that is compatible with the legacy system’s technology stack. When selecting the framework, ensure that it supports automated testing as it is the key to efficiently handling the vast amount of code in legacy systems. It should allow for the creation of unit, integration, and system tests as well.

  • Integration and End-to-End Testing: Complex legacy systems may be made simpler by breaking the large piece of code into small chunks of functional units. This makes the system, integration, and end-to-end testing very crucial. These tests help ensure that the different components of the system work together as expected and that the system as a whole functions correctly.

  • Mocking and Stubbing External Dependencies: To test a system as an independent unit, sometimes it becomes critical to remove all dependencies and then test it as an isolated system. Mocking and Stubbing are two excellent simulation techniques using which the developers can test the internal logic of the system without the unpredictability of external factors.



Creating a Comprehensive Legacy Testing Strategy

Defining Clear Objectives

Before starting to test legacy code, define clear objectives. What do you want to achieve? Do you want to improve stability, increase test coverage, or make future development easier? Clear objectives will guide your testing efforts and help you measure success. For example, if your goal is to improve stability, you might focus on finding and fixing critical bugs. If expanding test coverage is the priority, concentrate on writing tests for untested or under-tested parts of the codebase. A roadmap, like the one provided by MuukTest's test automation services, can be invaluable for setting these objectives and ensuring your testing strategy aligns with your overall business goals. A well-defined strategy addresses the inherent challenges of legacy code testing by providing a clear path forward.

Prioritizing Test Cases

Not every test case is equally important. With legacy code, prioritize your tests. Focus on the most critical areas of the application first—the functionalities that, if broken, would have the biggest impact on your users or business. Prioritize tests for bug fixes. Every time you discover and fix a bug, create a corresponding test case. This verifies the fix and gradually increases the code's test coverage, contributing to a more robust and reliable system. Prioritization also helps manage often-limited resources for legacy system testing.

Implementing Modern Testing Techniques for Legacy Systems

Automated Testing for Legacy Code

Manual testing can be time-consuming and prone to errors, especially with large legacy codebases. Automating your tests improves efficiency and accuracy. Choose a testing framework that works with your legacy system's technology. Ensure the framework supports automated testing and allows for different types of tests, including unit, integration, and system tests. Automated testing is key to efficiently handling large amounts of code in legacy systems. Services like those offered by MuukTest can help you implement automated testing strategies tailored to your specific legacy system, ensuring comprehensive coverage and faster testing cycles.

Leveraging AI in Legacy Testing

While not always applicable, AI can modernize legacy system testing. AI-powered tools can analyze code, identify potential problems, and even generate test cases automatically. Techniques like mocking and stubbing isolate parts of the system for testing, simulating external dependencies without relying on the actual external systems. This lets developers test their code's internal logic in a controlled environment, reducing the unpredictability of external factors. If your legacy system is complex and difficult to test with traditional methods, explore AI-powered testing solutions. MuukTest's AI-driven approach can help achieve complete test coverage efficiently, especially beneficial for legacy systems where understanding the code's intricacies can be challenging. For more information on pricing and getting started, visit our pricing and quickstart pages.

Best Practices for Legacy Tests

Apart from deploying the above-mentioned strategies, some additional best practices can significantly improve the process of testing legacy code:

  • Embrace Continuous Integration (CI): Catch bugs as early as possible. To achieve this, use CI techniques along with test automation that ensures tests run as soon as a new change is introduced in the system. 
  • Document During Testing: You received a legacy system with little or no documentation, but make sure when you leave, enough documentation is in place. This will save tons of time for future testers. To do this, document your findings as you move through the legacy code. This not only helps in current testing but also benefits future maintenance and development work.
  • Prioritize Testing Efforts: Identify high-risk areas to test in the legacy system and give them the highest priority to test. This will ensure the risk of breaking the main logic is minimized.
     

Documentation and Reporting

As you test legacy code, remember you’re not just testing—you’re also learning. Treat documentation as an ongoing process. Document everything: the tests you’ve performed, the bugs you’ve found, and the parts of the codebase you’ve deciphered. Think of it as leaving a trail of breadcrumbs for the next developer (or even for yourself a few months down the line). This living documentation becomes invaluable for future maintenance, updates, and testing. If you inherited a system with poor documentation (which is often the case with legacy code), see it as an opportunity to improve it. The next person to work on this code will thank you. Clear, concise documentation is a gift that keeps on giving in software development. Tools like Confluence can make collaborative documentation easier.

Reporting is just as important. Regularly communicate your findings to the team, highlighting both progress and roadblocks. This keeps everyone informed and allows for adjustments to the testing strategy. A good bug report isn’t just about identifying the issue; it’s about providing context. Include steps to reproduce the bug, the expected behavior, and the actual behavior. Screenshots and screen recordings can be incredibly helpful. A well-written bug report can save hours of debugging time.

Collaboration and Communication

Testing legacy code is rarely a solo endeavor. It often requires close collaboration between developers, testers, and sometimes even business stakeholders. Open communication is key. Regularly discuss challenges, share insights, and brainstorm solutions as a team. This fosters a more collaborative environment and leads to more effective testing strategies. Don’t be afraid to ask questions, especially if you’re working with a codebase you didn’t write. A quick conversation with a colleague can save you hours of work.

Addressing the challenges of legacy code testing also requires buy-in from management. Communicate the value of testing, emphasizing its role in reducing risk and improving software quality. This might involve explaining the potential costs of *not* testing, such as production bugs and system downtime. By framing testing as an investment, you can gain the support needed to implement effective testing strategies. A collaborative approach, combined with clear communication, can make legacy code testing much more manageable. If you're looking for a way to streamline your testing process and improve collaboration, consider exploring AI-powered test automation services like those offered by MuukTest. They can help you achieve comprehensive test coverage efficiently, freeing up your team to focus on other tasks.

Legacy Testing Case Study

 

"Nothing is better than an explanation by example. We have a Legacy Transaction System, and our task is to modernize it"

Background: There was a financial services company that built a core system in the early 2000s for processing customer transactions. The system was written in Java 1.4 and ran on a now-unsupported application server. It handles everything from customer deposits to withdrawals. With no focus on testing, the system had minimal tests (and no automated tests) thus, making any changes risky due to the potential for unintended consequences.

Challenge: This accounting system is now in need of modernization. Java 1.4 should be upgraded to a supported version of Java and migrated to a modern application server. However, the team is concerned about making changes without a safety net of tests, especially given the system's complexity and the lack of documentation.

 

Strategy Implementation:

  • Refactoring for Testability: The team began by identifying the system’s core functionalities and then tried to make it more modular, making testing easier. For example, a large block of code that handled transaction processing logic was broken down into smaller, more manageable functions, such as 
    • validate_Transaction
    • process_Transaction
    • update_AccountBalance. 

This modularization makes it easier to write unit tests for individual pieces of functionality.

  • Writing Tests for Bug Fixes: While doing the refactoring, the team encountered bugs that were never reported earlier, hence no tests existed for them. For each bug, the team wrote a test that replicates the issue before fixing the bug itself. This approach ensures that the bugs are fixed and tested. It also helped in gradually building up a suite of tests covering critical parts of the system thus increasing the testing coverage.
  • Adopting a Testing Framework: JUnit 5, which is a modern testing framework that supports the latest features of Java, was chosen for creating the automation suite. They wrote a set of unit tests for individual components. They also created integration tests to verify the interactions between components, such as the flow from transaction validation to balance update.
  • Integration and End-to-End Testing: Once refactoring is done, integration and system testing becomes very critical. To ensure that the system is stable, the team set up an end-to-end testing environment that is a copy of the production setup. They used this environment to conduct tests that simulate real-world transaction scenarios, ensuring that the system behaves correctly end to end.
  • Mocking and Stubbing External Dependencies: Several external services, such as currency exchange rate APIs and banking networks, interact with the refactored code. The team used mocking frameworks to isolate and then simulate these external services. This approach allowed them to test how the system responded to different external data and conditions without relying on the actual services.

Outcome: By implementing these strategies, the company successfully modernized its legacy transaction system. The newly created automated test suite served as a safety net, allowing the team to make changes with confidence. The refactoring and testing uncovered several optimization opportunities, resulting in a system that is not only more reliable but also performs better. The documentation was done at all stages, making sure a few years later it would still remain easy to understand and update.

 

Next Steps with Legacy Code

Testing legacy code is a challenging but essential task. It requires a strategic approach to plan, understand, and choose the right set of tools. By embracing best practices such as refactoring, adopting suitable testing frameworks, and focusing on automation, organizations can overcome the challenges posed by legacy systems. This ensures the reliability and stability of critical systems and lays the groundwork for future enhancements and growth. Testing legacy code is a journey worth embarking on for the health and longevity of software systems.

This blog post is written to provide readers with actionable strategies and best practices. Whether you're a developer, QA engineer, or tech manager, understanding how to effectively test legacy code is essential for maintaining robust, efficient, and scalable software systems.

 

Planning for the Future of Your Legacy Systems

Dealing with legacy systems requires a proactive, not a reactive, approach. Think of it like maintaining a vintage car: regular tune-ups and upgrades are essential. A well-defined plan for your legacy systems should include modernization strategies, integration of new technologies, and a focus on future-proofing.

Modernization doesn’t always mean a complete overhaul. Sometimes, strategically refactoring parts of your code for testability is enough. Adopting modern testing frameworks, like JUnit 5 (as mentioned in our case study), and embracing continuous integration (CI) can significantly improve the maintainability of your legacy code. These practices make it easier to identify and address issues early, preventing small problems from becoming major headaches.

Integrating new technologies with your legacy systems is often necessary. This requires careful planning and a strategic approach. Start with a comprehensive assessment of your current system. Identify areas where new technologies add the most value, and implement changes incrementally. Continuous testing throughout this process is crucial for seamless integration and minimal disruption.

Future-proofing your legacy systems is an ongoing effort. Technology is constantly evolving, so your systems must adapt. Regularly evaluate your systems, identify potential vulnerabilities, and explore new technologies that can enhance performance, security, and scalability. By proactively addressing these areas, you can ensure your legacy systems remain valuable assets, not costly liabilities.

When to Consider Retiring Legacy Systems

While modernization is often preferred, sometimes retiring a legacy system makes the most sense. Knowing when to make this call is crucial. Key indicators include escalating maintenance costs, lack of support for outdated technologies, and cultural resistance within your organization.

The cost of maintaining a legacy system can quickly become unsustainable. As technology advances, finding experts to support outdated systems becomes difficult and expensive. If you’re pouring more resources into keeping a legacy system afloat than you’re getting back, it might be time to retire it.

Lack of support for outdated technologies is another red flag. When the underlying technology of your legacy system is no longer supported, you’re vulnerable to security risks and compatibility problems. Finding solutions becomes a constant struggle, increasing the risk of system failure. Migrating to a modern system is often more practical.

Cultural resistance within your organization can also signal that it’s time to move on. If your team resists investing time and resources in maintaining or testing legacy code, it can hinder modernization. This resistance might come from fear of change, lack of understanding, or the perception that the system is “good enough.” Overcoming this requires clear communication, education, and a shared understanding of modernization or retirement benefits. Sometimes, the best path is retiring the legacy system and embracing a new solution aligned with your current organizational goals and technological capabilities. Services like those offered by MuukTest can streamline testing for both legacy and modern systems, ensuring comprehensive coverage and efficient integration into your workflows.

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Frequently Asked Questions

What exactly is legacy code, and why is testing it so important? Legacy code is any code inherited by a team, often crucial to a project but lacking clear documentation or built with outdated technology. Testing it is vital to ensure core functions continue working correctly as changes are made, especially during critical post-release periods. It's like making sure the foundation of a house is solid before doing renovations – you don't want unexpected collapses.

Why are legacy systems still around if they're so problematic? Legacy systems often support essential business processes, contain valuable historical data, or are simply too expensive to replace entirely. Migrating to a new system is a major undertaking, like moving a library – it requires careful planning, significant resources, and time.

What are the biggest obstacles to testing legacy code effectively? Poor or missing documentation makes understanding the code's purpose difficult. Outdated technologies can create compatibility issues with modern testing tools. Complex dependencies within the code make it hard to isolate components for testing, increasing the risk of unintended consequences. It's like trying to fix a clock without knowing how the gears work together.

What practical strategies can I use to improve legacy code testing? Refactor the code to make it more testable, write tests for every bug fix, choose a compatible testing framework (especially one that supports automation), prioritize testing the most critical functionalities, and use techniques like mocking and stubbing to isolate components for testing. These steps help create a safety net for making changes and improving the system over time.

When should I consider retiring a legacy system instead of trying to maintain it? If maintenance costs are skyrocketing, the technology is no longer supported, or your team is resistant to working with the old code, it might be time to retire the system. Sometimes, starting fresh is more efficient than constantly patching up an old system. It's like deciding when to replace an old car – at some point, the repairs become more expensive than a new vehicle.

Vipin Jain

Vipin Jain, QA Head and Project Delivery Manager at Metacube, is a frequent contributor at Testomat.io and InfoQ. He’s also presented papers in ATD Germany, HUSTEF Budapest, TestingUY Uruguay, TestingUnited Prague and Vienna, TestingCup Poland, QA & Test, ExpoQA Madrid, Belgrade Testing Conference, World Testing Conference in Bangalore, among others. Vipin shares his work and thoughts on X and LinkedIn.