Do you know what the manufacture date of your buddy's AP1 car is? I was able to at least schedule an appointment with Owings Mills for an AP1.0 upgrade to MCU2 (March 2015 S85) though I haven't heard anything past the estimate of repairs. I will note that the part number I had in my estimate ended in -A vs the -B we've been seeing. I figure your referencing plural part #s means you were already tracking that, though.
The only other oddity I can think of is what was referenced a few posts back about the power liftgate. I have it (along with all the other Tech Pkg goodies that came during that era of options reshuffling) and appear to be moving forward with the service visit at the end of the month but if your friend does not, then perhaps there are other nuances that will keep them from being eligible. I seem to remember the progression of power liftgate inclusion had more than a few different names and co-technologies after finally being made a standard inclusion some time after our purchases.
Definite fingers crossed for me as this is my only car and I sorta need it for all those car things it does. Tesla had my address wrong in the estimate, but since the resent it again today (still wrong address) I went ahead and accepted it. Not sure that has any bearing on any timelines.
Good luck to your friend!