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chore(semantics): lock two inventory ratchets and disclose budget slack #6592

Job	Run time
changes	13s
node-minimum-compatibility	3m 51s
test-shard (3)	13m 8s
kernel-static-checks	11m 13s
stage2c (installed 0)	1m 12s
test-shard (4)	12m 10s
node-forward-compatibility	5m 24s
stage2c (e2e 1)	8m 4s
windows-powershell	5m 24s
test-shard (2)	9m 57s
test-shard (1)	13m 50s
dashboard-acceptance	3m 16s
stage2c (e2e 2)	3m 11s
stage2c (mutants 0)	7m 37s
presentation	-1s
stage2c-correctness-e2e	2s
checks	2s
pytest	1m 10s
merge-gate	11s
sonar / SonarCloud analysis (non-blocking)	5s
	1h 39m 59s