The spawn_budget lock failed open under load.

The old lock

It was built on O_EXCL plus unlink. Under load it failed open, so the fallback path ran with the budget unenforced.

The replacement

The lock is now statefile.file_lock, a kernel byte-range lock, with a retry on PermissionError. The commit that made the change carries tests.

Counting the fallbacks

The change had a second part. The UNENFORCED fallbacks are now counted in the ledger and shown by the CLI background, so a lock that fails open shows up as a number instead of passing silently.