I got a call from the service center to give me a detailed explanation today; unfortunately the call came just as somebody was coming up my driveway for a meeting so I had to cut it off. So I may not have this completely straight, but I think what is going to happen is that they are going to put in a new pack, and send my old pack back to headquarters to be revamped.
It looks to them like the problem is entirely in one sheet, so although they are giving me a new pack for expediency's sake, they are going to basically charge me the cost of pulling a sheet, fixing it, and putting it back in (and doing the other stuff you have to do when you replace the pack, like adjust the suspension, do an alignment...and the firmware?!?). It's a little more than I expected for a sheet at $4200 all-in (including tax, shipping, etc) but it's a heck of a lot cheaper than a full battery, and I will get a one-year warranty with it. The majority of the cost is labor, so I hope that means this sort of issue would be cheaper on a Model S. (I also hope it is less likely on the Model S due to more automation putting the packs together in the first place).
They are now trying to figure out how long it will take to get parts. I am trying to be patient but I had to drive a friend's gas car today, and it was painful.