diff --git a/claude-goal.md b/claude-goal.md
new file mode 100644
index 0000000..3eb6270
--- /dev/null
+++ b/claude-goal.md
@@ -0,0 +1,47 @@
+# Goal: Fix Source List Auto-Refresh After Adding New Source
+
+## Issue Reference
+GitHub Issue: #526
+
+## Problem
+When a user adds a new source to a notebook (via URL, file upload, or text), the source list in the notebook page does not auto-refresh. The user sees a toast notification saying "Source Queued" but must manually refresh the browser to see the new source appear in the list.
+
+## Root Cause
+The notebook page uses `useNotebookSources()` which queries with key `QUERY_KEYS.sourcesInfinite(notebookId)` = `['sources', 'infinite', notebookId]`.
+
+However, the mutation hooks that create sources only invalidate different query keys:
+- `useCreateSource` invalidates `QUERY_KEYS.sources(notebookId)` = `['sources', notebookId]`
+- `useFileUpload` invalidates `QUERY_KEYS.sources(variables.notebookId)` = `['sources', notebookId]`
+
+React Query's prefix matching does NOT cascade from `['sources', notebookId]` to `['sources', 'infinite', notebookId]` because the second element differs (`notebookId` vs `'infinite'`).
+
+Note: Other hooks like `useDeleteSource`, `useUpdateSource`, etc. correctly use `queryClient.invalidateQueries({ queryKey: ['sources'] })` which IS a prefix of all source queries and does cascade properly.
+
+## Fix
+Add `sourcesInfinite` query key invalidation in both `useCreateSource` and `useFileUpload` hooks in `frontend/src/lib/hooks/use-sources.ts`.
+
+### Key Files
+- `frontend/src/lib/hooks/use-sources.ts` - Contains all source mutation hooks (main fix location)
+- `frontend/src/lib/api/query-client.ts` - Defines `QUERY_KEYS` including `sourcesInfinite`
+- `frontend/src/app/(dashboard)/notebooks/[id]/page.tsx` - Notebook page that uses `useNotebookSources`
+- `frontend/src/app/(dashboard)/notebooks/components/SourcesColumn.tsx` - Source list UI component
+
+### Implementation Details
+
+**In `useCreateSource` (line ~89-139)**:
+After each `QUERY_KEYS.sources(notebookId)` invalidation, also invalidate `QUERY_KEYS.sourcesInfinite(notebookId)`.
+
+**In `useFileUpload` (line ~195-220)**:
+After `QUERY_KEYS.sources(variables.notebookId)` invalidation, also invalidate `QUERY_KEYS.sourcesInfinite(variables.notebookId)`.
+
+### Why This Works
+- The backend creates the source record immediately (even for async processing, with title "Processing...")
+- The source is linked to the notebook immediately
+- So invalidating the query will refetch and show the new source
+- `SourceCard` already has `useSourceStatus()` that polls every 2 seconds during processing, so the status will auto-update
+
+### Gotchas
+- No need for polling/delays - the source record exists in DB when the API returns
+- No need for WebSocket/SSE - simple cache invalidation is sufficient
+- The async path creates a minimal source with "Processing..." title that gets updated when processing completes
+- `SourceCard` already handles status polling via `useSourceStatus()` hook
diff --git a/dev-init.sh b/dev-init.sh
new file mode 100755
index 0000000..7530f02
--- /dev/null
+++ b/dev-init.sh
@@ -0,0 +1,33 @@
+#!/bin/bash
+# Development environment setup for Open Notebook
+# This script installs dependencies and starts all required services
+
+set -e
+
+echo "=== Open Notebook Development Setup ==="
+
+# 1. Install Python dependencies
+echo "Installing Python dependencies..."
+uv sync
+
+# 2. Install frontend dependencies
+echo "Installing frontend dependencies..."
+cd frontend && npm install && cd ..
+
+# 3. Start services using Makefile
+echo ""
+echo "=== Starting Services ==="
+echo "Use 'make start-all' to start all services (DB + API + Worker + Frontend)"
+echo "Or start individually:"
+echo "  make database     - Start SurrealDB"
+echo "  make api          - Start FastAPI backend (port 5055)"
+echo "  make worker-start - Start background worker"
+echo "  make frontend     - Start Next.js frontend (port 3000)"
+echo ""
+echo "Access points:"
+echo "  Frontend: http://localhost:3000"
+echo "  API:      http://localhost:5055"
+echo "  API Docs: http://localhost:5055/docs"
+echo ""
+echo "To check status: make status"
+echo "To stop all:     make stop-all"
diff --git a/feature_list.json b/feature_list.json
new file mode 100644
index 0000000..caa9dd3
--- /dev/null
+++ b/feature_list.json
@@ -0,0 +1,93 @@
+[
+  {
+    "category": "functional",
+    "description": "Source list auto-refreshes after creating a source via URL - useCreateSource invalidates sourcesInfinite query key so the notebook source list updates without manual refresh",
+    "steps": [
+      "Step 1: Navigate to a notebook page",
+      "Step 2: Note the current source list contents",
+      "Step 3: Add a new source via URL (which uses useCreateSource with async_processing)",
+      "Step 4: Verify the toast notification appears",
+      "Step 5: Verify the source list automatically updates to include the new source without manual page refresh"
+    ],
+    "passes": false
+  },
+  {
+    "category": "functional",
+    "description": "Source list auto-refreshes after file upload - useFileUpload invalidates sourcesInfinite query key so the notebook source list updates without manual refresh",
+    "steps": [
+      "Step 1: Navigate to a notebook page",
+      "Step 2: Note the current source list contents",
+      "Step 3: Upload a file as a new source (which uses useFileUpload)",
+      "Step 4: Verify the toast notification appears",
+      "Step 5: Verify the source list automatically updates to include the new uploaded source without manual page refresh"
+    ],
+    "passes": false
+  },
+  {
+    "category": "functional",
+    "description": "Source list auto-refreshes after creating a text source - useCreateSource handles text type sources and invalidates sourcesInfinite",
+    "steps": [
+      "Step 1: Navigate to a notebook page",
+      "Step 2: Add a new text source via the add source dialog",
+      "Step 3: Verify the source list automatically updates to include the new text source"
+    ],
+    "passes": false
+  },
+  {
+    "category": "functional",
+    "description": "Batch source creation refreshes list - when multiple sources are added in batch mode, the source list updates after each",
+    "steps": [
+      "Step 1: Navigate to a notebook page",
+      "Step 2: Use the batch mode to add multiple URLs at once",
+      "Step 3: Verify the source list updates to show the newly added sources"
+    ],
+    "passes": false
+  },
+  {
+    "category": "functional",
+    "description": "Source list shows processing status for async sources - new sources appear with processing indicator while being processed in the background",
+    "steps": [
+      "Step 1: Navigate to a notebook page",
+      "Step 2: Add a new source with async_processing enabled",
+      "Step 3: Verify the source appears in the list with a processing/queued status indicator",
+      "Step 4: Wait for processing to complete",
+      "Step 5: Verify the source status updates to completed without manual refresh (via useSourceStatus polling)"
+    ],
+    "passes": false
+  },
+  {
+    "category": "functional",
+    "description": "Existing source operations still work - useDeleteSource, useUpdateSource, useAddSourcesToNotebook, useRemoveSourceFromNotebook continue to properly refresh the source list",
+    "steps": [
+      "Step 1: Navigate to a notebook with existing sources",
+      "Step 2: Delete a source and verify it disappears from the list",
+      "Step 3: Add an existing source from another notebook and verify it appears",
+      "Step 4: Remove a source from the notebook and verify it disappears"
+    ],
+    "passes": false
+  },
+  {
+    "category": "functional",
+    "description": "Multi-notebook source creation refreshes all affected notebooks - when a source is created targeting multiple notebooks, sourcesInfinite is invalidated for each",
+    "steps": [
+      "Step 1: Open a notebook page",
+      "Step 2: Create a source targeting multiple notebooks via the notebooks field",
+      "Step 3: Verify the current notebook's source list updates",
+      "Step 4: Navigate to another targeted notebook",
+      "Step 5: Verify that notebook's source list also shows the new source"
+    ],
+    "passes": false
+  },
+  {
+    "category": "style",
+    "description": "No visual regressions in source list after fix - the source list layout, infinite scroll, and loading states remain unchanged",
+    "steps": [
+      "Step 1: Navigate to a notebook with many sources (enough for infinite scroll)",
+      "Step 2: Verify sources display correctly with proper cards",
+      "Step 3: Scroll down to trigger infinite scroll loading",
+      "Step 4: Verify additional sources load correctly",
+      "Step 5: Add a new source and verify the list updates without layout jumps or visual glitches"
+    ],
+    "passes": false
+  }
+]