diff --git a/yuthon_ai_agent/__manifest__.py b/yuthon_ai_agent/__manifest__.py
index 2ef678c76..ef3cd5e23 100644
--- a/yuthon_ai_agent/__manifest__.py
+++ b/yuthon_ai_agent/__manifest__.py
@@ -37,7 +37,6 @@
         'web.assets_backend': [
             'yuthon_ai_agent/static/src/js/ai_chat_action.js',
             'yuthon_ai_agent/static/src/js/ai_floating.js',
-            'yuthon_ai_agent/static/src/js/ai_chat_open.js',
             'yuthon_ai_agent/static/src/js/ai_rule_test.js',
             'yuthon_ai_agent/static/src/xml/ai_chat_template.xml',
             'yuthon_ai_agent/static/src/css/ai_chat.css',
diff --git a/yuthon_ai_agent/models/ai_rule.py b/yuthon_ai_agent/models/ai_rule.py
index 2502f370a..f0a4bf7ee 100644
--- a/yuthon_ai_agent/models/ai_rule.py
+++ b/yuthon_ai_agent/models/ai_rule.py
@@ -282,3 +282,10 @@ class AiRule(models.Model):
 
         return conv.id
 
+    def action_test_guide(self):
+        """按钮调用：创建测试消息，返回 conv_id 供 JS 打开聊天框"""
+        try:
+            conv_id = self._do_test_guide()
+            return {'conv_id': conv_id, 'message': '测试消息已创建，请查看聊天框'}
+        except UserError as e:
+            return {'error': str(e)}
diff --git a/yuthon_ai_agent/static/src/js/ai_rule_test.js b/yuthon_ai_agent/static/src/js/ai_rule_test.js
index ef76099fb..8559454da 100644
--- a/yuthon_ai_agent/static/src/js/ai_rule_test.js
+++ b/yuthon_ai_agent/static/src/js/ai_rule_test.js
@@ -1,37 +1,65 @@
 /** @odoo-module **/
 
-import { jsonrpc } from "@web/core/network/rpc_service";
+import { patch } from "@web/core/utils/patch";
+import { FormController } from "@web/views/form/form_controller";
+import { _t } from "@web/core/l10n/translation";
+import { useService } from "@web/core/utils/hooks";
+
+const { onWillStart } = owl;
 
 /**
- * 主动感知规则表单：测试按钮点击处理
- * 由 XML 里 onclick="window._testActiveGuide(this)" 调用
+ * 主动感知测试按钮 patch
+ * 拦截 action_test_guide 按钮点击，调用 RPC 后打开浮动聊天框
  */
-window._testActiveGuide = async function (btnEl) {
-    const formEl = btnEl.closest(".o_form_view");
-    if (!formEl) return;
+patch(FormController.prototype, "yuthon_ai_agent/FormController", {
+    setup() {
+        this._super(...arguments);
+        this.notificationService = useService("notification");
+        this.orm = useService("orm");
+    },
 
-    // 从 URL 获取 record id
-    const resId = (new URLSearchParams(window.location.search)).get("id");
-    if (!resId) {
-        alert("无法获取规则 ID");
-        return;
-    }
+    async onButtonAction(clickEvent, record, node) {
+        const methodName = node.getAttribute("name");
+        if (methodName === "action_test_guide") {
+            clickEvent.preventDefault();
+            clickEvent.stopPropagation();
 
-    btnEl.disabled = true;
-    btnEl.textContent = "⏳ 测试中...";
+            const buttonEl = clickEvent.currentTarget;
+            buttonEl.disabled = true;
 
-    try {
-        const res = await jsonrpc("/ai/rule/test_guide", { rule_id: parseInt(resId) });
-        if (res.error) {
-            alert("错误: " + res.error);
-        } else {
-            window.dispatchEvent(new CustomEvent("yuthon:ai_open_chat", {
-                detail: { forceOpen: true },
-            }));
+            try {
+                const result = await this.orm.call(
+                    record.resModel,
+                    "action_test_guide",
+                    [record.resId]
+                );
+
+                if (result && result.conv_id) {
+                    this.notificationService.add(
+                        result.message || _t("测试消息已创建，请查看聊天框"),
+                        { type: "success" }
+                    );
+                    // 派发事件，通知浮动聊天框打开
+                    window.dispatchEvent(
+                        new CustomEvent("yuthon:ai_open_chat", {
+                            detail: { conversation_id: result.conv_id },
+                        })
+                    );
+                } else if (result && result.error) {
+                    this.notificationService.add(result.error, {
+                        type: "danger",
+                    });
+                }
+            } catch (e) {
+                this.notificationService.add(
+                    _t("测试失败：") + e.message,
+                    { type: "danger" }
+                );
+            } finally {
+                buttonEl.disabled = false;
+            }
+            return;
         }
-    } catch (e) {
-        alert("测试失败: " + e.message);
-    } finally {
-        btnEl.disabled = false;
-    }
-};
+        return this._super(...arguments);
+    },
+});
diff --git a/yuthon_ai_agent/views/ai_rule_views.xml b/yuthon_ai_agent/views/ai_rule_views.xml
index 3e681094c..65eaea7cf 100644
--- a/yuthon_ai_agent/views/ai_rule_views.xml
+++ b/yuthon_ai_agent/views/ai_rule_views.xml
@@ -70,10 +70,10 @@
                         <page string="主动感知配置" name="active_guide"
                             invisible="rule_type != 'active_guide'">
                             <div class="oe_button_box" style="margin-bottom: 12px;">
-                                <button name="action_test_guide" type="button"
+                                <button name="action_test_guide" type="object"
                                     string="测试主动感知"
-                                    class="btn btn-primary"
-                                    onclick="this._testActiveGuide(this)"/>
+                                    class="btn btn-primary o_test_active_guide_btn"
+                                    help="模拟触发此规则，查看引导内容和按钮效果"/>
                             </div>
                             <group>
                                 <group string="引导内容">