How to run initialization code for a palette? - wolfram-mathematica

Question

Occasionally it would be preferable to have some initialization code for palettes (of buttons). For example, it could define some functions that are used by palette buttons.
What is the easiest and preferable way to define/run initialization code for a palette?
The initialization can run either when the palette is loaded or when any button is pressed for the first time (possible issue: what if the kernel is restarted after the palette was loaded?)
The definitions should be somehow localized (i.e. in their own context -- do unique notebook contexts help here?)
If possible, I'd prefer a minimal effort solution (i.e. extra code at the fewest possible places, self contained palette file with no extra package files, palette creation using the existing convenience tools of palettes menu or CreatePalette, etc.)
(You can assume that the initialization code runs fast, e.g. it consists of definitions only)

Answer 1

You're right to be concerned about the visibility of the Dynamic being an issue. The way to absolutely guarantee a Dynamic expression to be evaluated regardless of the visibility of any of the individual cells is to use NotebookDynamicExpression. Here's an example that illustrates NotebookDynamicExpression working while a Dynamic fails because it's hidden within a closed cell group:
cell1 = First # MakeBoxes[
TextCell["Click to open", "Title",
CellMargins -> 0, System`WholeCellGroupOpener -> True],
StandardForm];
cell2 = First # MakeBoxes[
ExpressionCell[DynamicWrapper["hidden cell", Print["DynamicWrapper"]]],
StandardForm];
CreatePalette[
Notebook[{Cell[CellGroupData[{cell1, cell2}, Closed]]},
NotebookDynamicExpression :>
Dynamic[Refresh[Print["NotebookDynamicExpression"], None]]]]
When you evaluate this, note that the Dynamic in NotebookDynamicExpression evaluates immediately. The DynamicWrapper never evaluates until you open the cell group, which you can do by clicking on the "Click to open" text.
In this example, incidentally, notice that I wrapped the NotebookDynamicExpression with Refresh. The function Refresh[#, None]& will make sure that the code evaluates only once -- when the notebook is first opened. Otherwise, the code would obey the standard properties of Dynamic and evaluate whenever any of the dependencies change.
NotebookDynamicExpression has been around since v6, but was only documented in v8. Also documented are its related cousins, CellDynamicExpression and FrontEndDynamicExpression.

Answer 2

A DynamicBox with Initialization is capable of the basic function. You can size the palette such that the object is not visible, and it will still operate.
Here is code for a small sample palette. It sets a value for var. The active code is offset with whitespace.
(* Beginning of Notebook Content *)
Notebook[{
Cell[BoxData[{
TagBox[GridBox[{
{
ButtonBox["\<\"TSV\"\>",
Appearance->Automatic,
ButtonFunction:>None,
Evaluator->Automatic,
Method->"Preemptive"]},
{
ButtonBox["\<\"CSV\"\>",
Appearance->Automatic,
ButtonFunction:>None,
Evaluator->Automatic,
Method->"Preemptive"]},
{
ButtonBox["\<\"Table\"\>",
Appearance->Automatic,
ButtonFunction:>None,
Evaluator->Automatic,
Method->"Preemptive"]}
},
GridBoxAlignment->{"Columns" -> {{Left}}},
GridBoxItemSize->{"Columns" -> {{Automatic}}, "Rows" -> {{Automatic}}}],
"Column"], "\[IndentingNewLine]",
DynamicBox[Null,
Initialization :> ($CellContext`var = "It is done, Master.")
]
}], NotebookDefault,
CellMargins->{{0, 0}, {0, 0}},
CellBracketOptions->{"Color"->RGBColor[0.269993, 0.308507, 0.6]},
CellHorizontalScrolling->True,
PageBreakAbove->True,
PageBreakWithin->False,
ShowAutoStyles->True,
LineSpacing->{1.25, 0},
AutoItalicWords->{},
ScriptMinSize->9,
ShowStringCharacters->False,
FontFamily:>CurrentValue["PanelFontFamily"],
FontSize:>CurrentValue["PanelFontSize"]]
},
WindowSize->{55, 105},
WindowMargins->{{Automatic, 583}, {Automatic, 292}},
WindowFrame->"Palette",
WindowElements->{},
WindowFrameElements->{"CloseBox", "MinimizeBox"},
StyleDefinitions->"Palette.nb"
]
(* End of Notebook Content *)