[ty] Clarify behavior of constraint sets for gradual upper bounds and constraints (#21287)
When checking whether a constraint set is satisfied, if a typevar has a
non-fully-static upper bound or constraint, we are free to choose any
materialization that makes the check succeed.
In non-inferable positions, we have to show that the constraint set is
satisfied for all valid specializations, so it's best to choose the most
restrictive materialization, since that minimizes the set of valid
specializations that have to pass.
In inferable positions, we only have to show that the constraint set is
satisfied for _some_ valid specializations, so it's best to choose the
most permissive materialization, since that maximizes our chances of
finding a specialization that passes.