fix(s42): close review WARN — hermetic dry-run env + scoped azure hint

Post-hoc /trekreview of S4.2 surfaced two confirmed findings; both closed via TDD.

S42-001 (MAJOR): the new --live-dry-run CLI tests read PORTFOLIO_MODEL_MAP /
PORTFOLIO_FOUNDRY_PROJECT_ENDPOINT via resolve_model/AzureFoundryBackend but did
not isolate them, so both arms inverted their rc in a Foundry-configured env.
Add an autouse fixture that delenvs both, mirroring test_backends/test_preflight.

S42-002 (MINOR): the --live-dry-run except ValueError attached the azure-preflight
remediation to every offline-path ValueError (unknown project_id, empty docs_dir,
bundle mismatch). Scope the hint to args.profile == "azure"; structured refusal +
rc 1 preserved for all. New test proves a LOCAL unknown-project refusal carries no
azure hint.

Gate: pytest 358 passed / 4 skipped, ruff check + format clean, mypy 24 files.

src/portfolio_optimiser/run.py

@@ -652,12 +652,17 @@ def main(argv: list[str] | None = None) -> int:
                 )
             )
         except ValueError as exc:
-            print(
-                f"live-dry-run refused: {exc}\n"
-                "kjør 'python -m portfolio_optimiser.preflight --profile azure' først "
-                "(S4.1 offline config-gate)",
-                file=sys.stderr,
-            )
+            # Structured refusal (rc 1, no traceback) for ANY offline-path ValueError. The
+            # azure-preflight remediation is only meaningful for the AZURE config gate (S4.1), so
+            # scope it to that profile — a LOCAL-profile ValueError (unknown project_id, empty
+            # docs_dir, bundle mismatch) must not carry an irrelevant azure hint.
+            msg = f"live-dry-run refused: {exc}"
+            if args.profile == "azure":
+                msg += (
+                    "\nkjør 'python -m portfolio_optimiser.preflight --profile azure' først "
+                    "(S4.1 offline config-gate)"
+                )
+            print(msg, file=sys.stderr)
             return 1
         assert isinstance(report, DryRunReport)  # live_dry_run=True always returns a DryRunReport
         print(

tests/test_live_dry_run.py

@@ -10,11 +10,25 @@ from __future__ import annotations
 
 from pathlib import Path
 
+import pytest
+
 from portfolio_optimiser import run
 
 BUNDLE_DIR = Path(__file__).resolve().parents[1] / "shared" / "examples" / "bygg-energi-mikro"
 
 
+@pytest.fixture(autouse=True)
+def _isolate_model_env(monkeypatch: pytest.MonkeyPatch) -> None:
+    """Hermetic env: clear the S4.1 out-of-tree overrides so these CLI assertions read the BUNDLED
+    map/config, not the operator's Foundry-configured environment. Without this, ``PORTFOLIO_MODEL_MAP``
+    (an azure-only override wins over the bundled placeholder, ``backends.py:48-56``) and
+    ``PORTFOLIO_FOUNDRY_PROJECT_ENDPOINT`` (``backends.py:103``) invert both arms' outcomes — the
+    LOCAL success arm can't resolve, the azure refusal arm resolves a real id. Mirrors the sibling
+    isolation in ``test_backends.py``/``test_preflight.py`` (both ``delenv PORTFOLIO_MODEL_MAP``)."""
+    monkeypatch.delenv("PORTFOLIO_MODEL_MAP", raising=False)
+    monkeypatch.delenv("PORTFOLIO_FOUNDRY_PROJECT_ENDPOINT", raising=False)
+
+
 def test_cli_live_dry_run_ok(capsys) -> None:
     """Success arm: LOCAL profile (offline client construction) + ``--live-dry-run`` → rc 0 and a
     summary naming the profile + a no-model-call note. No socket (stops before ``debate.run``)."""
@@ -55,3 +69,24 @@ def test_cli_live_dry_run_azure_placeholder_refuses(capsys) -> None:
     err = capsys.readouterr().err
     assert "refused" in err.lower()
     assert "preflight" in err.lower()
+
+
+def test_cli_live_dry_run_local_unknown_project_no_azure_hint(capsys) -> None:
+    """A LOCAL-profile refusal from a non-config ``ValueError`` (here: an unknown project_id) must
+    still be a STRUCTURED refusal + ``rc 1``, but must NOT carry the azure-preflight remediation —
+    that hint is only meaningful for the AZURE config gate (S4.1). Guards against the over-broad
+    ``except`` re-attaching an azure-specific hint to every offline-path ``ValueError``."""
+    rc = run.main(
+        [
+            "NOPE-UNKNOWN-PROJ",
+            "--docs-dir",
+            str(BUNDLE_DIR),
+            "--bundle-dir",
+            str(BUNDLE_DIR),
+            "--live-dry-run",
+        ]
+    )
+    assert rc == 1
+    err = capsys.readouterr().err
+    assert "refused" in err.lower()
+    assert "preflight" not in err.lower()