Använd lag
för att få värdet på föregående rad och räkna därefter baserat på villkoren.
select count(*)
from (select action_date,action,lag(action) over(order by action_date) as prev_action
from t
) t
where (action<>prev_action and action=1) or (action=1 and prev_action is null)
Eller det kan förenklas som
select
count(case when lag(action) over(order by action_date) is null then and action = 1 then 1
when lag(action) over(order by action_date) is not null and lag(action) over(order by action_date) <> action and action = 1 then 1
end) as cnt
from t