import-url: fix update after cloud versioned import-url --no-download

[pmrowla]

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Fixes #8954
Should also resolve the "files are downloaded after dvc update with no changes" problem in #8464

[codecov]

Codecov Report

Base: 93.12% // Head: 93.09% // Decreases project coverage by -0.03% ⚠️

Coverage data is based on head (042adec) compared to base (b4db1e0).
Patch coverage: 25.00% of modified lines in pull request are covered.

Additional details and impacted files

@@            Coverage Diff             @@
##             main    #8984      +/-   ##
==========================================
- Coverage   93.12%   93.09%   -0.03%     
==========================================
  Files         455      455              
  Lines       36678    36689      +11     
  Branches     5299     5300       +1     
==========================================
+ Hits        34155    34157       +2     
- Misses       2007     2015       +8     
- Partials      516      517       +1     

Impacted Files	Coverage Δ
dvc/output.py	88.77% <0.00%> (-0.26%)	⬇️
dvc/testing/workspace_tests.py	64.04% <12.50%> (-2.43%)	⬇️
dvc/repo/imports.py	88.33% <100.00%> (+0.19%)	⬆️
dvc/repo/index.py	91.44% <100.00%> (ø)

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