VM aser-slot routing: isolated globals, inner code extraction, debug

aser-slot now routes through the VM when adapter is compiled:
- compile_adapter: compiles each define body, extracts inner code
  from OP_CLOSURE wrapper, stores as NativeFn in separate globals
- vm_adapter_globals: isolated from kernel env (no cross-contamination)
- aser-slot checks vm_adapter_globals, calls VM aser directly

Status: 2/12 adapter functions compile and run on VM. 6 fail during
OCaml-side compilation with "index out of bounds" — likely from
set-nth! silent failure on ListRef during bytecode jump patching.

Debug output shows outer code structure is correct (4 bytes, 1 const).
Inner code_from_value conversion needs fixing for nested closures.

Also: vm-compile-adapter command inside _ensure_components lock
(fixes pipe desync from concurrent requests).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

shared/sx/ocaml_bridge.py

@@ -330,19 +330,15 @@ class OcamlBridge:
                         skipped += 1
                         _logger.warning("OCaml load skipped %s: %s",
                                         filepath, e)
+                # Compile adapter to VM after all files loaded (inside lock)
+                try:
+                    await self._send('(vm-compile-adapter)')
+                    await self._read_until_ok(ctx=None)
+                    _logger.info("VM adapter compiled — aser runs on bytecode VM")
+                except OcamlBridgeError as e:
+                    _logger.warning("VM adapter compilation skipped: %s", e)
             _logger.info("Loaded %d definitions from .sx files into OCaml kernel (%d skipped)",
                          count, skipped)
-
-            # VM adapter compilation: compile adapter-sx.sx to bytecode,
-            # load as VM module so aser runs compiled.
-            # DISABLED: vm-load-module replaces env bindings with NativeFn
-            # wrappers that break when the CEK machine calls other env
-            # functions during page eval. Need to isolate VM execution
-            # from CEK env to avoid cross-contamination.
-            # try:
-            #     await self._compile_adapter_module()
-            # except Exception as e:
-            #     _logger.warning("VM adapter compilation skipped: %s", e)
         except Exception as e:
             _logger.error("Failed to load .sx files into OCaml kernel: %s", e)
             self._components_loaded = False  # retry next time