Good questions, Vance.
Forward lean: the only style that should have no forward lean is Formal Upright. (As a general rule. Some of those collected yamadori "break" so many rules, the "rules" don't apply!)
Why would a tree get demerits for no forward ( or even backward) lean? Because it would be "better" if it did!
I don't want to repeat all the info I put in my previous post, it's all there. About how it foreshortens the tree. And how it allows the artist to work with a longer trunk, that APPEARS to be short. With the top moving forward, it's possible (due to the foreshortening effect) to have a trunk with evenly spaced internodes to appear as if the internodes are getting tighter up higher. Also, having more trunk allows you to have more branches. In an apparent small distance. Forward lean also aids the perception of depth. Or, really, I should say that the depth provided by the forward lean enhances the foreshortening effect on our vision.
Did you look at Sawgrass's thread on perspective? Using forward lean to advantage enhances the effects he describes. The eye tends to want to focus, and since the apex is closer to us than the base, the eye has to change focus as it moves up and down. The affects the way we perceive the tree.
Whew! That was a lot, huh?
Pigeon breast: the trunk moves foward and then back low on the tree. Because things close to our eye look bigger than things farther away, a pigeon breast can make it look like reverse taper, even though it's not! It also breaks the "fool the eye" aspect of foreshortening. (Because the eye changes its focusing in and out and in as it moves up the tree. A tree without a pigeon breast starts with distance focus and it moves to near focus as the eye moves up the trunk. )
I don't know what part of that explanation comes from my training, or my observations of bonsai over the past 40 years. Lol!
One final note: when viewed from the front, the Bonsai should not appear to be leaning forward. That can happen, and it makes it look like we are looking down on the tree rather than looking at or "into" the tree. If done correctly, the forward lean should only be apparent when seen from the sides and back.
Here's my JBP from the front:
It doesn't appear to lean forward, does it?
Now here's a view from the side:
Definately moves forward. The apex is just a little forward of the nebari.
As a "rule of thumb", the lip of the pot is about as forward as you want to go. Any more forward than that, then the tree is too much "in your face". And the foreshortening effect is lost.
As in most things bonsai, subtle is better than brash.
I am in no means an expert in this. I am learning the nuances of refinement as I continue my practice of bonsai. I am happy to share what little I know.