fix(fase2): mypy-clean src — typed workflow factory + third-party stub config

pyproject.toml

@@ -45,3 +45,11 @@ src = ["src", "tests", "spikes"]
 pythonpath = ["src", "."]
 testpaths = ["tests"]
 asyncio_mode = "auto"
+
+[tool.mypy]
+python_version = "3.10"
+
+# Third-party libs without bundled type stubs (py.typed) — analysed as untyped, not errors.
+[[tool.mypy.overrides]]
+module = ["pulp.*", "agent_framework_foundry.*"]
+ignore_missing_imports = true

src/portfolio_optimiser/workflow.py

@@ -18,6 +18,7 @@ resume is fragile; the durable verdict is captured out-of-band in Step 12).
 from __future__ import annotations
 
 from collections.abc import Callable, Sequence
+from typing import Any
 
 from agent_framework import Agent, BaseChatClient, Message
 from agent_framework.orchestrations import GroupChatBuilder
@@ -54,13 +55,15 @@ def fresh_workflow(
     *,
     max_rounds: int = 3,
     enable_layer1_hitl: bool = False,
-) -> object:
+) -> Any:
     """Build a FRESH maker-checker GroupChat with FRESH clients per call (B7). Bounded by
     ``with_max_rounds`` (B4) plus a higher turn-count termination safety net. ``client_factory``
     is called once per role, so each run owns its own clients — no state survives between runs.
     """
     agents = maker_checker_agents(client_factory)
-    names = [a.name for a in agents]
+    # Agents are built from _MAKER_CHECKER_ROLES in order with name=role, so the role tuple
+    # IS the (typed, non-None) name list the selector cycles over.
+    names: list[str] = list(_MAKER_CHECKER_ROLES)
     counter = {"n": 0}
 
     def select(_state: object) -> str: