[ty] Make implicit submodule imports only occur in global scope (#21370)
This loses any ability to have "per-function" implicit submodule
imports, to avoid the "ok but now we need per-scope imports" and "ok but
this should actually introduce a global that only exists during this
function" problems. A simple and clean implementation with no weird
corners.
Fixes https://github.com/astral-sh/ty/issues/1482