Update forecast item status from billing changes today

Billing status changes on your forecast board create stale item states and misrouted allocations. Accurately update items so coordinators can prepare invoices before the next billing run.

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Overview

Stale billing statuses fragment your forecast view and slow invoice prep, forcing coordinators to chase context. This flow normalizes billing-driven statuses into your forecast board and triggers allocation updates so coordinators and billing can act by the next billing run.