[ayushin]

Fixes #22326.

An imported placeholder can be the receiver of a dynamic-class factory while semantic analysis is still resolving an import cycle. Preserve its qualified name on the NameExpr so the factory's plugin hook can run. Without it, the generated base is rejected as a variable and inherited methods become Any.

The production change is one line in SemanticAnalyzer.bind_name_expr. The regression extends the existing from_queryset test plugin to defer incomplete classes, publish a placeholder, and reuse the resolved class on later passes. It checks both inherited method types and rejection of a missing method, without Django or a third-party plugin dependency.

Validation against master 7da2058491422897ecdbf61261d2540bb10099a0 on Python 3.14.6:

• The new regression fails with the test changes alone and passes with the production change.
• python -m pytest -n2 mypy/test/testcheck.py::TypeCheckSuite::check-custom-plugin.test --tb=short -q: 65 passed.
• Pinned Ruff 0.14.3, Black 26.1.0 and git diff --check pass for the changed code.

Prepared with AI assistance from a downstream manager-typing failure. No downstream package or release configuration is included.

[github-actions]

According to mypy_primer, this change doesn't affect type check results on a corpus of open source code. ✅