False positive with strict_optional disabled just in submodule

Bug Report

(A clear and concise description of what the bug is.)

To Reproduce

The simplest example I got is the below setup, which I also attach here for convenience.

Directory structure:

.
├── my_subdir
│   ├── dog.py
│   └── __init__.py
├── pyproject.toml
└── repro.py

and the files are:

[tool.poetry.dependencies]
python = "^3.11.2"


[tool.poetry.dev-dependencies]
mypy = "1.5.1"


[tool.mypy]
strict_optional = true


[[tool.mypy.overrides]]
module = "my_subdir.*"
strict_optional = false

# dog.py
from dataclasses import dataclass

@dataclass
class Dog:
   height: float | None

# repro.py
from my_subdir.dog import Dog

height: float | None = 1.0
Dog(height)

Now, enter command: mypy repro.py.

Expected Behavior

No errors

Actual Behavior

repro.py:4: error: Argument 1 to "Dog" has incompatible type "float | None"; expected "float"  [arg-type]

Your Environment

• Mypy version used: 1.5.1
• Mypy command-line flags: _none)
• Python version used: 3.11.4

Start by running mypy repro.py with the reported pyproject.toml, my_subdir/dog.py, and repro.py setup. Trace how the tool.mypy.overrides setting for my_subdir.* is applied when checking the imported Dog constructor. Done means the command reports no incompatible-type error for the nullable height argument.