fix: keep gstack-upgrade under its size budget, exempt state-matrix's fetch hint, fit the periodic plan's 37 slices

Co-authored-by: capy-ai[bot] <230910855+capy-ai[bot]@users.noreply.github.com>

.github/workflows/evals-periodic.yml

@@ -150,7 +150,7 @@ jobs:
       - name: Emit run manifest (ALL periodic tests minus reasoned excludes)
         env:
           EVALS_ALL: "1"
-        run: EVALS_TIER=periodic bun --no-install run scripts/test-paid-shards.ts --tier periodic --emit-plan /tmp/paid-plan/manifest.json --slice-budget 420 --jobs 2 --max-parallel 36
+        run: EVALS_TIER=periodic bun --no-install run scripts/test-paid-shards.ts --tier periodic --emit-plan /tmp/paid-plan/manifest.json --slice-budget 420 --jobs 2 --max-parallel 37
 
       # Codex-only slices run on the host-run eval-codex-slices job; the
       # container executor runs every other slice.
@@ -258,7 +258,7 @@ jobs:
       fail-fast: false
       # Every planned slice starts at once; test/evals-workflow-wiring.test.ts
       # fails when the live plan outgrows this cap.
-      max-parallel: 36
+      max-parallel: 37
       matrix:
         slice: ${{ fromJSON(needs.plan-slices.outputs.periodic_slices) }}
     steps:
@@ -397,7 +397,7 @@ jobs:
       packages: read
     strategy:
       fail-fast: false
-      max-parallel: 36
+      max-parallel: 37
       matrix:
         slice: ${{ fromJSON(needs.plan-slices.outputs.periodic_codex_slices) }}
     steps: